26-27_RIsk_Approval_Request_for_Solicitation_(003)_-_Health_Dept_HVAC_Graphics-Controls.pdf

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Attached to
26-27 Health Department HVAC Graphics & Control System
Solicitation number
26-27
Issued by
Bay County, Florida

About this file

This is a Risk Approval Request for Solicitation form completed by the Bay County Purchasing Department for the Facilities Management Department regarding an HVAC Graphics and Controls Upgrades/Modernization project at the Bay County Health Department located at 597 W 11th Street, Panama City, Florida. The solicitation seeks qualified vendors to install a new web-based HVAC graphics and controls system. The procurement is structured as an Invitation to Bid (ITB) based on lowest price. Electronic or sealed paper submissions are due by 2:30 PM on Tuesday, April 14, 2026, with public opening immediately following the deadline. No pre-bid meeting or mandatory site visit is required. The department point of contact is Stefanie Eastland (850-248-8120). Contractor licensing requirements include Mechanical/Class A Air Conditioning credentials. Liquidated damages are set at $250 per day. Potential vendors identified include JCI, Daikin Applied, and Trane.

The estimated project budget is $225,000 against an approved fiscal year budget of $280,000, funded through County general funds (Department 0056, Account Number 5304605). Bonding is required per Florida Statute for public works exceeding $200,000, with a bid bond of at least five percent of the total bid amount mandatory. Standard insurance requirements include $1,000,000 General Liability, $1,000,000 Business Auto, and Workers' Compensation; Excess or Umbrella Liability coverage is also required. Chief Risk Officer Eve Tooley approved the risk assessment on March 11, 2026. Scope of work documents, mechanical ductwork and piping plans, and floor plans are provided as attachments. No federal funding or compliance requirements (Davis-Bacon, Buy America, Buy American) apply to this procurement.

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Text version

Bay County Purchasing Department Request for Solicitation

This form must be completed in its entirety prior to publication of any solicitation.

Solicitation Title: Date:

Requesting Department:

Department Point of Contact:

Office: Cell: Email:

Prepared by: Date:

Department Director Approval: Date:

Project Number, if applicable:

Funding Source? Please specify Funding Type (County, Surtax, FEMA, HUD, FDOT, LAP, ARPA, HMGP, CDBG, etc.):

If Grant funded, provide grant title/number:

If Grant not awarded/final, describe status and/or funding options:

Grantor approval/concurrence required before advertising or at contract approval?

Solicitation Yes ☐ No ☐ N/A ☐ Contract Yes ☐ No ☐ N/A ☐

Federal Requirements Yes ☐ No ☐ N/A ☐

Davis Bacon Yes ☐ No ☐ N/A ☐

Buy America Yes ☐ No ☐ N/A ☐

Buy American Yes ☐ No ☐ N/A ☐

Independent Cost Estimate Yes ☐ No ☐ N/A ☐

Pre-Bid Meeting Yes ☐ No ☐ N/A ☐ Mandatory Yes ☐ No ☐

Site Visit Yes ☐ No ☐ N/A ☐ Mandatory Yes ☐ No ☐

Permit Required Yes ☐ No ☐ N/A ☐ Entity:

Bonding Required Yes ☐ No ☐ N/A ☐ (Fl. Statute - Public Work >$200K required)

Design/Build Project Yes ☐ No ☐ N/A ☐ (Requires Design/Build Memo)

Contractor License (Type) Yes ☐ No ☐ N/A ☐ (General, Building, Electrical, Mechanical, Plumbing, etc.)

Professional License (Type) Yes ☐ No ☐ N/A ☐ (Architect, Engineer, etc)

Contract Term Requested:

Construction Contracts:

Liquidated Damages Amount $ Construction Time

Consultant assisting with Scope of Work/Specifications, Cost Estimate, or providing support documents Yes ☐ No ☐ N/A ☐ Consultant Name:

Introductory Paragraph (this should be a descriptive paragraph of the project)

This form must be completed in its entirety prior to publication of any solicitation.

Any Special Provisions?

De

No

Ch

Da Potential Vendors Budget Requirements partment Account Number Amount

Estimated Budget $ Approved FY Budget tes/Comments:

ief Financial Officer/Budget Office Approval te

This form must be completed in its entirety prior to publication of any solicitation.

Insurance Requirements Standard Insurance Requirements: $1M GL, $1M Business Auto, Work Comp, Additional Insurance Requirements:

Excess or Umbrella Liability Yes ☐ No ☐ N/A ☐

Professional Liability $ Yes ☐ No ☐ N/A ☐

Owners Protective Liability Yes ☐ No ☐ N/A ☐

Builders Risk Yes ☐ No ☐ N/A ☐

Installation Floater Yes ☐ No ☐ N/A ☐

Vendor’s Equipment Yes ☐ No ☐ N/A ☐

Pollution $ Yes ☐ No ☐ N/A ☐

USL&H Yes ☐ No ☐ N/A ☐

Jones Act Yes ☐ No ☐ N/A ☐ Other:

Other:

Other:

Chief Risk Officer /Risk Management Approval Date:

Solicitation Type

☐ Invitation to Bid (ITB) Based on lowest price

☐ Request for Proposal (RFP) Based on qualifications & price

☐ Request for Qualification (RFQ) Based on qualifications only.

CCNA/Federal Brooks Act may apply. CCNA compliance applies to Architects, Engineers, & Surveyors

Attachments: The following electronic documents provided to Purchasing

Scope of work/Specifications (word format) Yes ☐ No ☐ N/A ☐

A/E scope/specifications - Drawings/Plans Yes ☐ No ☐ N/A ☐

Grant Yes ☐ No ☐ N/A ☐

Design/Build Memo Yes ☐ No ☐ N/A ☐

Other Yes ☐ No ☐ N/A ☐ Purchasing Approvals

Date Received:

Date Approved for Advertising:

Assigned to:

Solicitation Number:

Purchasing Administrator:

Chief Procurement Officer:

Solicitation Title: HVAC Graphics and Controls Upgrades/Modernization
Date: February 17, 2026
Requesting Department: Facilities Management
Department Point of Contact: Stefanie Eastland
Office: 850-248-8120
Cell: (850) 630-4948
Email: seastland@baycountfl.gov
Prepared by:
Date-0:
Department Director Approval:
Date-1:
Project Number if applicable: ITB No. 26-??
ARPA HMGP CDBG etc: County
If Grant funded provide grant titlenumber:
Grantor approvalconcurrence required before advert: N/A
No: Off
NA: Off
ChkBox: On
No-0: Off
NA-0: Off
ChkBox-0: On
No-1: Off
NA-1: Off
ChkBox-1: On
No-2: Off
NA-2: Off
ChkBox-2: On
No-3: Off
NA-3: Off
ChkBox-3: On
No-4: Off
NA-4: Off
ChkBox-4: On
No-5: Off
NA-5: Off
ChkBox-5: On
No-6: On
NA-6: Off
ChkBox-6: Off
No-7: On
ChkBox-7: Off
No-8: On
NA-7: Off
ChkBox-8: Off
No-9: Off
ChkBox-9: On
No-10: On
NA-8: Off
ChkBox-10: Off
Entity: City of Panama City
No-11: Off
NA-9: Off
Fl Statute Public Work 200K required: On
No-12: Off
NA-10: Off
Requires DesignBuild Memo: On
Contractor License Type: Mechanical / Class A Air Conditioning
No-13: On
NA-11: Off
ChkBox-11: Off
Professional License Type:
No-14: Off
NA-12: Off
ChkBox-12: On
Contract Term Requested: N/A
Liquidated Damages Amount: $250 per day
Construction Time:
No-15: Off
NA-13: On
Consultant Name: Off
Consultant Name-0:
Textfield: See attached scope of work.
Textfield-0:
Textfield-1: JCI, Daikin Applied, Trane
Department: 0056
Account Number: 5304605
Textfield-2: 225,000
Department-0:
Account Number-0:
Textfield-3:
Department-1:
Account Number-1:
Textfield-4:
Textfield-5:
Approved FY Budget: 280,000
Textfield-6:
Chief Financial OfficerBudget Office Approval:
Date-2:
No-16: Off
NA-14: Off
ChkBox-13: Off
Professional Liability:
No-17: Off
NA-15: Off
ChkBox-14: Off
No-18: Off
NA-16: Off
ChkBox-15: Off
No-19: Off
NA-17: Off
ChkBox-16: Off
No-20: On
NA-18: Off
ChkBox-17: Off
No-21: On
NA-19: Off
ChkBox-18: Off
Textfield-7:
No-22: Off
NA-20: Off
ChkBox-19: Off
No-23: Off
NA-21: Off
ChkBox-20: Off
No-24: Off
NA-22: Off
ChkBox-21: Off
Other:
Other-0:
Other-1:
Chief Risk Officer Risk Management Approval: Eve Tooley , Chief Risk Officer
Date-3: 3/11/2026
Invitation to Bid ITB: On
Request for Proposal RFP: Off
Request for Qualification RFQ: Off
No-25: On
NA-23: Off
ChkBox-22: Off
No-26: Off
NA-24: Off
ChkBox-23: Off
No-27: Off
NA-25: Off
ChkBox-24: Off
No-28: Off
NA-26: Off
ChkBox-25: Off
Other-2: Floor plans, mechanical ductwork and piping
No-29: Off
NA-27: Off
ChkBox-26: Off
Textfield-8:
Textfield-9:
Purchasing Administrator:
Chief Procurement Officer:

File details come from the government source that posted it. Updated .