Amendment #1 - LGSD RFP #24-01 HVAC-AHU Cooling Retrofit Package.docx.pdf

La Grande High School, La Grande Middle School and Greenwood Elementary

RFP #24-01

HVAC-AHU Cooling Retrofit Package Project 2024/2025

Amendment #1 - changes in yellow

Proposals Due: October 25, 2024 @ 2:00 PM (PT) Late Proposals will not be accepted or considered.

Submit Proposals to: Brad Sunderman, Director of Facilities and Operations;

Email: brad.sunderman@lagrandesd.org

Mandatory Pre-Proposal Walk:

September 24, 2024 @ 11:00AM La Grande High School; Then onto other locations

Return Site Walk: Call for appointments after pre-proposal site visit Proposals Questions and Proposal Protests due by:

October 23, 2024 @ 2:00 PM (PT)

Submit Proposals Questions and Proposals Protests to:

Brad Sunderman, Director of Facilities and Operations;

Email: brad.sunderman@lagrandesd.org

LGSD RFP #24-01 Page 1 of 36 mailto:brad.sunderman@lagrandesd.org mailto:brad.sunderman@lagrandesd.org

TABLE OF CONTENTS

Page

1 RFP PROCESS 4

1.1 RFP Availability 4

1.2 RFP Exhibits 4

1.3 RFP Attachments 4

1.4 RFP Definitions 4-5

1.5 RFP Components 5

2 PROJECT INFORMATION 6

2.1 Project Description 6

2.2 Project Scope of Work 6-7

2.3 Project Timeline 7

3 RFP PROCESS 8

3.1 RFP General Terms 8

3.2 RFP Pre-Proposal Meeting 8

3.3 RFP Modifications 8

3.4 RFP Questions 9

3.5 RFP Protests 9

4 PROPOSAL REQUIREMENTS 10

4.1 Proposal Content 10

4.2 Proposal Submission 10

4.3 Proposal Amendment or Withdrawal 10

4.4 Proposal Period of Irrevocability 10

4.5 Proposal Ownership 10

4.6 Proposal Disclosure 11

4.7 Proposal Opening 11

LGSD RFP #24-01 Page 2 of 36

5 PROPOSAL EVALUATION PROCESS 12

5.1 Proposal Evaluation Method 12

5.2 Proposal Evaluation Criteria 12

5.3 Proposal References 12-13

5.4 Protests of Contract Award 13

6 CONTRACT TERMS AND CONDITIONS 14

6.1 Prevailing Wages 14

6.2 Performance Bond 14

6.3 Insurances 14

6.4 State OCCB Registration Requirements 14

6.5 Mechanics Liens or Stop Notices 14

6.6 Contract Execution 15

Exhibit #1 Section 23 81 2.05 16-23 Section 23 81 26.13 and Section 23 81 2.10

Exhibit #2 Equipment List 24

Attachment A Bid Form 25

Attachment B Statement of Assurances 26-27

Attachment C Proposer References 28

Attachment D Debarment and Suspension and Other 29-31 Responsibility Matters Primary Covered Transactions

Attachment E Clean Air & Water Certificate 32-33

Attachment F Certification Regarding Lobbying 34-37 Disclosure of Lobbying Activities

LGSD RFP #24-01 Page 3 of 36

1 RFP PROCESS

1.1 RFP Availability

This RFP is available electronically through the OregonBuys (formerly Oregon Procurement Information Network, ORPIN) website at https://oregonbuys.gov/bso/. Interested parties must be registered with OregonBuys eProcurement program to obtain and download documents. Registration is at no cost. Future notices regarding this solicitation, including solicitation addenda, will be posted to OregonBuys.

1.2 RFP Exhibits

EXHIBIT 1

Section 23 81 2.05 Rooftop Packaged Air-Conditioning Units Section 23 81 26.13 Small-Capacity Split-System Heater/Air Conditioners Section 23 81 2.10 Air Coils

EXHIBIT 2 Equipment List

1.3 RFP Attachments

ATTACHMENT A Bid Form ATTACHMENT B Statement of Assurances ATTACHMENT C Proposer References ATTACHMENT D Debarment and Suspension and Other Responsibility Matters… ATTACHMENT E Clean Air and Water Certificate ATTACHMENT F Certification Regarding Lobbying Disclosure of Lobbying Activities

1.4 RFP Definitions

Intent to Award Written notice which is publicly displayed on OregonBuys prior to signing of a contract that shows the selection of a vendor for a contract.

Notice to Proceed A notification letter from the Owner addressed to a Contractor stating the date on which the Contractor can begin Project Work.

Project The total construction of which the Work performed under the Contract Documents may be whole or a part and which may include construction by the Owner or by separate Contractors.

Proposal A competitive offer, which is binding on the offerer, in which price, delivery, and conformance to specification and the requirements of the Request for Proposal, will be the predominant award criteria.

Proposer An individual, firm, or corporation, which submits a Proposal in response to a contracting agency's request.

LGSD RFP #24-01 Page 4 of 36 https://oregonbuys.gov/bso/

Responsible Proposer A person who meets the standards described in ORS 279B.110.

Responsive Proposal A Proposal that substantially complies with the RFP and all prescribed procurement procedures and requirements.

RFP Request for Proposals

Specifications That portion of the Contract Documents consists of the written requirements for materials, equipment systems, standards, and workmanship for the Work, and performance of related services.

1.5 RFP Components

This RFP process has several components, including but not limited to:

1) RFP Notice;

2) Question and Answer Period;

3) Receipt of RFP’s;

4) Proposal Evaluations;

5) Notice of Intent to Award;

6) Contract Negotiations;

7) Recommendation to the Board and Board Approval;

8) Notice to Proceed.

End of Section, RFP continued on next page

LGSD RFP #24-01 Page 5 of 36

2 PROJECT INFORMATION

2.1 Project Description

The La Grande School District has three buildings needing a design-build, turn key project for HVAC retrofit upgrades to the heating and cooling systems.

La Grande High School -1970’s wing (709 K Avenue, La Grande, OR 97850) Provide and install nine DX-coil and remote condensing units in existing AHUs

The La Grande High School has multiple large air handling units (AHUs) which serve specific portions of the building. Hydronic coils exist in these AHUs to provide heat from the boiler plant. Certain AHUs have had DX cooling coils added, but many are yet to be retrofitted.

La Grande Middle School (1108 4th Street, La Grande, OR 97850) Provide and install seven DX-coil and remote condensing units in existing AHUs.

Provide and install two DX-ductless splits and remote condensing units in the kitchen.

REMOVE AS UNNECESSARY - Provide and install two gas-fired unit heaters Replace existing RTU

The La Grande Middle School has multiple large air handling units (AHUs) which serve specific portions of the building. Hydronic coils exist in these AHUs to provide heat from the boiler plant.

Certain AHUs have been retrofitted with DX cooling coils but many are yet to be retrofitted.

Greenwood Elementary (2300 N Spruce Street, La Grande, OR 97850) Install Gas Pack RTU for Gym/Cafeteria. Provide a duct solution for this area.

Provide and install one DX-ductless split and remote condensing unit in the kitchen.

Install one owner-supplied condensing unit in the library.

Repair condensing unit in the library.

At Greenwood Elementary the needed upgrade is in the gymnasium, cafeteria and kitchen. This area is currently heated by an old steam boiler system that is difficult to maintain because it is located under the floors. As part of this upgrade, the areas will need both heating and cooling along with removal of the old steam heat system in this area.. In addition, remove the old RTU and replace it with an owner supplied repair the condensing unit for the library.

We anticipate the project to be partially funded by Federal Grants. Therefore, the successful proposers will follow both federal and state regulations.

2.2 Project Scope of Work

Work includes providing equipment specified in Exhibit 1 in the sizes and quantities based on Exhibit 2.

General Scope Inclusions:

● Includes startup of listed equipment

● Proposal assumes all the work to be conducted during non-premium hours

● Certified Testing and Balancing Complete

● Includes all required permits and inspections

● Includes as built/record drawings

● Includes one-year parts and labor warranty

● Hoisting and rigging for all mechanical equipment included

LGSD RFP #24-01 Page 6 of 36

● Low voltage wiring included

○ Conduit, if necessary, to be installed by an electrician

● Labor, miscellaneous materials and supervision

● Hangers and supporting systems

● Delivery and offloading of equipment

● Site-specific safety and working standards

● DDC Controls system

Design Engineering:

● Complete design for items listed below in scope of work

● Construction administration services

● Assumes architectural REVIT/CAD files will be provided

● Coordination meetings

2.3 Project Timeline

September 10, 2024 RFP Release for Advertisement September 24, 2024 Mandatory Pre-proposal Meeting and Site Tour, 11:00 AM October 23, 2024 RFP Questions Due by 2:00 PM October 25, 2024 Proposals due by 2:00 PM October 25, 2024 Proposals Scored October 28, 2024 Notification of Apparent Successful Proposer November 4, 2024 Post-Selection Review and Protest Period Ends November 6, 2024 Respond to Post-Selection Review Comments November 13, 2024 LGSD Board of Directors approve Selected Proposer November 14, 2024 Notice to Proceed given to RFP Successful Proposer August 15, 2025 Completion of all LHS, LMS, GW HVAC Cooling projects

LGSD RFP #24-01 Page 7 of 36

3 RFP PROCESS

3.1 RFP General Terms

1. News releases relating to this RFP will not be made without prior approval by, and in coordination with, LGSD.

2. The LGSD is issuing this RFP for the purpose of obtaining Proposals for the provision of MEP equipment.

3. All representations made by a Proposer in response to this RFP, whether verbal or written, will be incorporated into any agreement between the LGSD and the successful Proposer.

4. Proposals must conform to the requirements of this RFP and be signed by a person who is authorized to make such commitments on behalf of the Proposer. Proposer’s signature on the Bid Form constitutes a certification that the Proposer has read and fully understands all Proposal terms. No consideration will be given to any claim resulting from proposing without comprehending all requirements of the Proposal Documents.

5. Proposals lacking required signatures will be deemed “non responsive.” The LGSD may disqualify nonresponsive Proposers from further evaluation.

6. All costs a Proposer incurs in preparing and submitting its Proposal or in negotiating and signing an agreement shall be the sole responsibility of the Proposer. Any due diligence conducted by a Proposer is at the Proposer’s expense.

7. All Proposals become the property of the LGSD upon delivery to the LGSD. The LGSD reserves the right to share the RFP and any Proposals the LGSD receives with any third party of their choosing in order to secure expert opinion.

8. The LGSD reserves the right to reject any or all Proposals.

9. The LGSD reserves the right to postpone or cancel the RFP without liability to the LGSD any time prior to executing an agreement if the LGSD determines, in its sole discretion, it’s in the LGSD’s best interest to do so.

10. Successful Proposer may commence Work only after the LGSD delivers a Notice to Proceed.

11. Proposers shall meet the highest industry standards.

3.2 Pre-Proposal Meeting

A mandatory pre-proposal Meeting will be held Tuesday, September 24, 2024 @ 11:00 AM at the La Grande High School, 708 K Ave, La Grande, OR 97850. Then other two school locations will follow.

3.3 RFP Modifications

The LGSD reserves the right to make changes to the RFP. Changes will be made only by written addendum, which will be posted on OregonBuys. Statements made by the LGSD’s representatives are not binding unless issued by written addendum.

LGSD RFP #24-01 Page 8 of 36

3.4 RFP Questions

Prospective Proposers may request additional information or suggest changes to the RFP by submitting a written request. The request shall specify the provision of the RFP in question and contain an explanation for the requested change. The LGSD will evaluate all requests submitted but will not be obligated to accept requested changes.

Questions and suggestions pertaining to this RFP shall be presented via email to the Single Point of Contact listed on the Cover Page.

Questions and suggestions must be received by date and time stated on the Cover Page. No oral questions or post marks will be accepted.

Responses to questions and suggestions will be compiled and collectively addressed in addendum format on OregonBuys.

3.5 RFP Protests

Prospective Proposers may protest the procurement process or the solicitation document by filing a written RFP Protest. To be considered, an RFP Protest must contain a detailed statement of the legal and factual grounds for the protest, a description of the resulting prejudice to the prospective Proposer, the relief sought by the Proposer, and the other matters required under OAR 137-049-0260.

An RFP Protest must be submitted in writing no later than the date and time shown on the Cover Page.

RFP Protests must be submitted as shown on the Cover Page.

The LGSD will evaluate all RFP Protests submitted. RFP Protests will be resolved in writing. The LGSD will make any changes to the process or to the solicitation documents by written addendum via OregonBuys.

An issue that could have been, but was not, raised pursuant to a request for clarification or RFP Protest is not a ground for a Protest of Award.

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4 PROPOSAL REQUIREMENTS

4.1 Proposal Content

1. Attachment A: Bid Form.

2. Attachment B: Statement of Assurances.

3. Attachment C: Proposer References

4. Attachment D: Debarment and Suspension and Other Responsibility Matters

5. Attachment E: Clean Air and Water Certificate

6. Attachment F: Certification Regarding Lobbying Disclosure

4.2 Proposal Submission

Each submission in response to this RFP must be:

1) Submitted via email with a subject line:

a. “LGSD RFP #24-01 HVAC-AHU Cooling Retrofit Package”

2) Delivered by the date and time stated on the Cover Page;

3) Delivered to the individual listed on the Cover Page;

4) The file format must be in PDF format and may not exceed 10 MB.

4.3 Proposal Amendment or Withdrawal

A Proposer may amend or withdraw its Proposal any time prior to the time and date established for submission of Proposals. Proposals may be withdrawn in writing on company letterhead signed by an authorized representative if received by LGSD before the Proposal closing. Proposals may also be withdrawn in person before the Proposal closing upon presentation of appropriate identification.

4.4 Proposal Period of Irrevocability

Proposals shall be offers that are irrevocable for a period of ninety (90) calendar days after the date Proposals are due.

4.5 Proposal Ownership

All documents, reports, submittals, working papers or other material submitted to the LGSD from Proposers shall become the sole and exclusive property of the LGSD, the public domain (except for materials deemed to be excluded as trade secrets), and not the property of the Proposers. Proposers shall not copyright, or cause to be copyrighted, any portion of any said documents submitted to the LGSD as a result of this solicitation.

LGSD RFP #24-01 Page 10 of 36

4.6 Proposal Disclosure

Any information provided to the LGSD pursuant to this RFP is subject to public disclosure pursuant to Oregon Revised Statute (ORS) 192.410 to 192.505.

The general requirement for public disclosure is subject to several exemptions. Each page containing information deemed by the Proposers as necessary to remain exempt from public disclosure after Proposals have been evaluated (e.g., pages containing trade secret, economic development information, etc.) and should be plainly marked. Marked pages should be placed in a group separate from the remainder of the Proposal.

The fact that a Proposer marks and segregates certain information as exempt from disclosure does not mean that the information is necessarily exempt. The LGSD will make an independent determination regarding exemptions applicable to information that has been properly marked and segregated.

Information that has not been properly marked and segregated may be disclosed in response to a public records request. When exempt information is mixed with nonexempt information, the non-exempt information must be disclosed. The LGSD will redact pages that include both exempt and nonexempt information to allow disclosure of the nonexempt information.

Unless expressly provided otherwise in this RFP or in a separate communication, the LGSD does not agree to withhold from public disclosure any information submitted in confidence by a Proposer unless the information is otherwise exempt under Oregon law. The LGSD considers Proposals submitted in response to this RFP to be submitted in confidence only until the LGSD’s evaluation is complete and the LGSD has acted on the Notice of Intent to Award.

4.7 Proposal Opening

A public Proposal opening will not be held.

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5 PROPOSAL EVALUATION PROCESS

5.1 Proposal Evaluation Method

The LGSD may employ methods of Vendor selection that include, but are not limited to:

A) Discussions leading to best and final offers, in which the contracting agency may not disclose private discussions leading to best and final offers;

B) Discussions leading to best and final offers, in which the contracting agency may not disclose information derived from proposals submitted by competing proposers;

C) Serial negotiations, beginning with the highest ranked proposer;

D) Competitive simultaneous negotiations;

E) A combination of methods as authorized or prescribed by rules adopted under ORS 279A.065 (Model rules generally).

5.2 Proposal Evaluation Criteria

Proposals will be evaluated based on the following criteria:

1. Cost; (40 points)

2. References, and Past Projects; (15 points) Provide a past record of performance on contracts with governmental agencies with respect to such factors as cost control, quality of work, ability to meet schedules, and contract administration. Two references must be provided, preferably for projects of similar type and size.

3. Proposal Scope: Ability to prove the entire Project and package of work to be done will produce a turn-key system completed, installed, and functioning properly; (40 points)

4. Ability to provide in house licensed professional engineers on staff with ability to support on site as needed; (25 points)

5. Serviceability. (30 points)

5.3 Proposal References

The LGSD reserves the right to investigate references, including customers other than those listed in a Proposers submission. This inquiry may include without limitation, investigation of past performance of any Proposer with respect to its successful performance of similar projects, compliance with specifications and contractual obligations, completion or delivery of a project on schedule, and its lawful payment of employees and Subcontractors.

1) Completed previous contracts of a similar nature with a satisfactory record of performance. For purposes of this subparagraph, a satisfactory record of performance means that to the extent that the costs associated with and time available to perform a previous contract remained within the Proposer’s control, the Proposer stayed within the time and budget allotted for the procurement and otherwise performed the contract in a satisfactory manner. The LGSD shall document the Proposer’s record of performance if the LGSD finds under this subparagraph that the Proposer is not responsible.

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2) The Proposer must have a satisfactory record of integrity. The LGSD in evaluating the Proposer’s record of integrity may consider, among other things, whether the Proposer has previous criminal convictions for offenses related to obtaining or attempting to obtain a contract or subcontract or in connection with the Proposer’s performance of a contract or subcontract. The LGSD shall document the Proposer’s record of integrity if the LGSD finds under this subparagraph that the Proposer is not responsible.

5.4 Protests of Contract Award

An affected Proposer may only protest if the Proposer is responsible and submitted a responsive Proposal.

Proposers wishing to protest their Proposal rejection as non-responsive and/or the Intent to Award, may do so providing:

1) Proposer is adversely affected because Proposer would be eligible to be awarded the Contract if the protest were successful: and

2) The reason for the protest is:

a) The LGSD demonstrated bias toward a Proposal or Proposer;

b) The LGSD abused its direction in rejecting the protester’s Proposal as nonresponsive;

c) The evaluation of the Proposals is otherwise in violation of any provisions of ORS 279A or

ORS 279B of 279C.; and/or

d) All higher ranked Proposals are non responsive.

An affected Proposer may only protest if the Proposer is responsible and submitted a responsive Proposal.

All Contract Award Protests must be in writing and received via email no later than 2:00 PM Pacific Time within seven days after the posted Notice of Intent to Award to the individual listed on Cover Page.

Contract Award Protests must specify the grounds for the protest including the specific citation of law, rule, regulation, or procedure upon which the protest is based.

Contract Award Protests not filed within the time specified above, or which fail to cite the specific law, rule, regulation, or procedure upon which the protest is based shall be dismissed. An issue that could have been raised by request for clarification or protest of specifications is not grounds for Contract Award Protests.

LGSD RFP #24-01 Page 13 of 36

6 CONTRACT TERMS AND CONDITIONS

The Contract term will be through completion and final acceptance of the HVAC-AHU Cooling Retrofit project and expiration of the warranty period. Any agreement resulting from this RFP shall be based on the RFP documents.

6.1 Prevailing Wages

Public Improvement contracts with costs in excess of $50,000 are subject to BOLI prevailing wage.

6.2 Performance Bond

A performance bond and a payment bond, each in the amount of 100 percent (100%) of the total proposed price with a corporate surety approved by the Agency, shall be required for the faithful performance of the contract.

6.3 Insurances

In addition, the successful proposer will provide the Agency with a Certificate of Insurance with the following coverage:

A. If Contractor has one or more workers, as defined by ORS 656.027, Contractor shall provide workers compensation insurance in compliance with ORS 656.017, which requires subject employers to provide Oregon workers compensation coverage for all their subject workers.

B. Professional liability insurance with a combined single limit, or the equivalent, of not less than $1,000,000.00 for each claim, incident or occurrence. This is to cover damages caused by error, omission or negligent acts related to any professional services to be provided under this Contract.

C. General liability insurance with combined single limits, or the equivalent, of not less than $2,000,000.00, for each occurrence for bodily injury and property damage. The policy shall include contractual liability coverage for the indemnity provided under this Contract. It shall provide that the District and their officers, employees, and agents are additional insureds but only with respect to the Contractor's services to be provided under this Contract.

D. Automobile liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000.00 for each accident for bodily injury and property damage, including coverage for owned, hired or non-owned vehicles, as applicable.

6.4 State OCCB Registration Requirements

N/A

6.5 Mechanics Liens or Stop Notices

The resultant Contract shall at all times indemnify and hold the LGSD harmless from all claims, losses, demands, damages, cost, expenses or liability costs for labor or materials in connection with construction, repair, alteration or installation of structures, improvements, equipment or facilities, and from the cost of defending against such claims, including attorney’s fees and costs.

LGSD RFP #24-01 Page 14 of 36

6.6 Contract Execution

After receipt and acceptance of the properly executed agreement, the LGSD will issue a Notice to Proceed. No Work shall be performed until the Notice to Proceed is issued.

End of RFP – Attachments follow

LGSD RFP #24-01 Page 15 of 36

EXHIBIT #1

SECTION 23 81 2.05 ROOFTOP PACKAGED AIR-CONDITIONING UNITS

SECTION 23 81 26.13 -SMALL-CAPACITY SPLIT-SYSTEM HEATER/AIR CONDITIONERS

SECTION 23 81 2.10 AIR COILS

PART 1 - GENERAL

1.1 SECTION INCLUDES

A. Rooftop packaged air-conditioning unit (gas pack.)

B. Indoor air handling (fan and coil) units for ductless systems.

C. DX-coil and remote condensing units to existing AHUs

1.2 SUBMITTALS

A. Product Data: Provide rated capacities, weights, accessories, electrical nameplate data, and wiring diagrams.

B. Shop Drawings: Indicate assembly, required clearances, and location and size of field connections.

C. Warranty: Submit manufacturer’s warranty and ensure forms have been filled out in Owner's name and registered with manufacturer.

1.3 QUALITY ASSURANCE

A. Manufacturer Qualifications: Company specializing in manufacturing the type of products specified in this section, with minimum three years of documented experience.

1.4 WARRANTY

A. Warranty period for the entire system shall be one (1) year from date of substantial completion including both parts and labor.

B. Warranty period for compressors shall be manufacturer's standard but not less than five

(5) years from date of equipment startup.

C. Warranty period for control boards (if applicable), shall be manufacturer's standard but not less than three (3) years from date of equipment startup.

PART 2 - PRODUCTS

2.1 MANUFACTURERS

A. Basis of Design:

1. Rooftop packaged air-conditioning unit (gas pack.)

2. Split-System Heating and Cooling Units (Mini-Splits) - Daikin units

3. DX-coil and remote condensing units to existing AHUs

2.2 SYSTEM DESIGN

A. Split-System Heating and Cooling Units: Self-contained, packaged, matched factory engineered and assembled, pre-wired indoor and outdoor units; UL listed.

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1. Heating and Cooling: Air-source electric heat pump located in outdoor unit with evaporator.

2. Provide refrigerant lines internal to units and between indoor and outdoor units, factory cleaned, dried, pressurized and sealed, with insulated suction line.

B. DX-coil and remote condensing units to existing AHUs

1. 13 DX-Coil Units will be installed to existing AHUs at LHS and LMS. The new units will provide air circulation to all of the rooms currently heated and cooled by these units. The units will supply cooled air to rooms from the existing AHU ducts.

2.3.1 INDOOR AIR HANDLING UNITS FOR DUCTLESS SYSTEMS

1. Indoor Units: Self-contained, packaged, factory assembled, pre-wired unit consisting of cabinet, supply fan, evaporator coil, and controls; wired for single power connection with control transformer.

1. Location: Wall Units.

2. Fan: Line-flow fan direct driven by a single motor.

3. Filter return air with washable, antioxidant pre-filter and a pleated anti-allergy enzyme filter.

2. Evaporator Coils: Copper tube aluminum fin assembly, galvanized or polymer drain pan sloped in all directions to drain, drain connection, refrigerant piping connections, restricted distributor or thermostatic expansion valve.

1. Construction and Ratings: In accordance with AHRI 210/240 and UL 207.

2. Manufacturer: System manufacturer.

2.3.2 DX-coil and remote condensing units to existing AHUs

Indoor/Outdoor Units: Self-contained, packaged, factory assembled, pre-wired unit consisting of cabinet, supply fan, evaporator coil, and controls; wired for single power connection with control transformer.

1. Construction and Ratings: In accordance with AHRI 210/240 and UL 207.

2. Manufacturer: System manufacturer.

LGSD RFP #24-01 Page 17 of 36

2.4 OPERATING CONTROLS

1. Mini-Splits - Battery powered remote control devices mounted on wall brackets.

2. DX-coil and remote condensing units to existing AHUs

Section 2.05 ROOFTOP PACKAGED AIR-CONDITIONING UNITS A. General: Provide outdoor, roof mounted self-contained units with direct expansion cooling, gas combustion for heating where indicated, power exhaust fan and controls designed for variable volume, variable temperature operation where indicated and complete control system.

B. Quality Assurance:

1. Unit shall be rated in accordance with ARI Standards 270 and 360 and designed in accordance with UL Standard 1995.

2. Unit shall be designed to conform to ASHRAE 15.

3. Unit shall be ETL=tested and certified in accordance with ANSI Z21.47 Standard as a total package.

4. Roof curb shall be designed to conform to nationally recognized standards.

5. Insulation and adhesive shall meet NFPA 90A requirements for flame spread and smoke generation.

6. Unit casing shall be capable of withstanding Federal test method Standard No.

141 (Method 6061) 500-hour salt spray test.

UNITARY HVAC EQUIPMENT

RELEASE – R3.2 SECTION 23 81 00 BART FACILITIES STANDARDS

ISSUED: DECEMBER 2020 PAGE 12 OF 47 STANDARD SPECIFICATIONS

7. Unit shall conform to ISO 9002 manufacturing quality standard.

C. Description: Self-contained, packaged, factory assembled and pre-wired, consisting of cabinet and frame, supply fan, controls, air filters, refrigerant cooling coil, compressor, condenser coil and condenser fan and gas fired heater, power exhaust and staged heating and cooling with automatic heat/cool change over when heating is specified on drawings. Unit shall be furnished in accordance with the following minimum requirements:

1. Disconnect Switch: Factory mount disconnect switch on equipment.

2. Cabinet: Galvanized steel with baked enamel finish, access doors or removable access panels with quick fasteners locking door handle type with piano hinges.

Structural members shall be minimum 19 gage (0.90 mm) with access door or removable panels of minimum 20 gage (0.90 mm).

3. Insulation: One half-inch thick neoprene coated glass fiber with edges protected from erosion. Aluminum foil-faced fiberglass insulation shall be used for the gas heat compartment. Insulation shall be on outside, not in airflow path.

4. Supply Fan: Forward curved centrifugal type, resiliently mounted with V-belt drive, adjustable variable pitch motor pulley, and rubber isolated hinge mounted high efficiency motor. Refer to Section 20 30 13, Vibration Isolation and Seismic

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Control for Facility Services. Fan and fan motor bearings to be ABMA 9 or 10 L- 10 life of 50,000 hours.

5. Air Filters: Two inch thick glass fiber, UL 900 Class I of II, disposable media in metal frames. Filters shall be accessible through an access panel.

6. Roof Mounting Curb: 14 inches (350 mm) high-galvanized steel, channel frame with gaskets, mailer strips.

7. Burner (if applicable)

a. Gas Burner: Induced draft type burner with adjustable combustion air supply, pressure regulator, gas valves, modulating gas control valve, manual shut-off, intermittent spark or glow coil ignition, flame sensing device, and automatic 100 percent shut-off pilot.

b. The heat exchanger shall be of the tubular-section type constructed of a minimum of 20-gage steel coated with a minimal 1.2 mil aluminum-silicone alloy for corrosion resistance.

c. Burners shall be of the ribbon or in-shot type constructed of aluminum-coated steel.

d. Gas Burner Safety Control: Energize ignition, limit time for establishment of flame, prevent opening of gas valve until heat exchange is purged and pilot flame is proven, stop gas flow on ignition failure, energize induced draft fan, and after air flow proven and slight delay, allow gas valve to open.

UNITARY HVAC EQUIPMENT

RELEASE – R3.2 SECTION 23 81 00 BART FACILITIES STANDARDS

ISSUED: DECEMBER 2020 PAGE 13 OF 47 STANDARD SPECIFICATIONS

e. High Limit Control: Temperature sensor with fixed stop at maximum permissible setting, de-energize burner on excessive bonnet temperature and energize burner when temperature drops to lower safe value.

f. Induced draft fan shall be of the direct-driven, single inlet, forward-curved, centrifugal type of propeller type. Induced draft fan shall be made from steel with a corrosion-resistant finish and shall be dynamically balanced.

8. Evaporator Coil

a. Provide copper tube aluminum fin coil assembly with galvanized drain pan sloped to drain connection with pre-piped exterior trap.

b. Provide capillary tubes or thermostatic expansion valves for units of 6 tons 21

kw) capacity and less, and thermostatic expansion valves and alternate row circuiting for units 7.5 tons (26 kw) cooling capacity and larger.

9. Compressor

a. Provide highest energy efficiency ratio hermetic or semi-hermetic compressors, 3600 rpm maximum, with positive lubrication, crankcase heater, high and low pressure safety controls, motor overload protection, suction and discharge service valves and gage ports, and filter drier.

b. Five minute timed off circuit to delay compressor start.

c. Provide step capacity control by cycling compressors. Provide compressor unloading capability on 15 ton and larger units.

d. Each compressor shall be mounted on resilient, or spring type for 7.5 ton and

LGSD RFP #24-01 Page 19 of 36 larger capacity units, vibration isolators with seismic restraint.

10. Condenser Coil

a. Provide copper tube aluminum fin coil assembly with subcooling rows and coil guard.

b. Provide direct driven propeller fans, resiliently mounted with corrosion resistant blades, fan guard, motor overload protection, wired to operate with compressor. Provide highest efficiency fan motors. Motor shall be equipped with variable frequency drives per CEC Title 24.

c. Provide refrigerant pressure switches to cycle condenser fans.

11. Mixed Air Casing

a. Galvanized steel with baked enamel finish with damper access doors.

b. Dampers: provide outside air, return air, and relief dampers, or powered exhaust where indicated, with damper operator and control package to automatically vary outside air quantity from fixed minimum to maximum of 100%. Outside air damper shall close completely upon unit shutdown. Relief dampers may be gravity type.

c. Gaskets: Provide tight fitting dampers with edge gaskets maximum leakage 5 percent at 2 inches pressure differential.

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ISSUED: DECEMBER 2020 PAGE 14 OF 47 STANDARD SPECIFICATIONS

d. Damper Operator: Less than 50 volt with gear train sealed in oil with spring return on units 7.5 ton cooling capacity and larger.

12. Integrated Economizer

a. Integrated type capable of simultaneous economizer and compressor operation to provide cooling with outdoor air.

b. Equipped with low-leakage dampers not to exceed three percent leakage, at

1.0 in. water gauge pressure differential.

c. Capable of introducing up to 100% outdoor air.

d. Equipped with dry-bulb temperature control to govern economizer changeover.

e. Package shall include an exhaust fan, motor, and damper for vertical flow units connected to economizer controller where indicated; otherwise provide, as a minimum, relief dampers to control over pressurization of building.

13. Operating Controls

a. Provide low voltage, programmable room thermostat with a digital display to control compressor and condenser fan, and supply fan to maintain temperature setting.

1) Include system selector switch off-heat-auto-cool and fan control switch (auto-on).

2) Provide single acting thermostat with minimum 2 stage cooling.

3) Locate thermostat in room as shown.

4) Provide fan time delay to prevent cold air delivery.

14. Safety Controls

a. Unit shall incorporate a solid-state compressor lockout, that provides reset capability at the space thermostat, should any of the following safety devices

LGSD RFP #24-01 Page 20 of 36 trip and shut off compressor:

1) Compressor over-temperature, over-current.

2) Low-pressure switch.

3) Freezestat (evaporator coil).

4) High-pressure switch.

b. Heating section shall be provided with the following minimum protection:

1) High-temperature limit switch.

2) Induced-draft pressure switch.

3) Flame rollout switch (manual reset).

4) Flame proving controls.

5) Redundant gas valve(s).

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RELEASE – R3.2 SECTION 23 81 00 BART FACILITIES STANDARDS

ISSUED: DECEMBER 2020 PAGE 15 OF 47 STANDARD SPECIFICATIONS

15. Operating Controls – Single Zone Units

a. Electric solid-state microcomputer based room thermostat located as indicated.

b. Room thermostat shall incorporate:

1) Automatic switching from heating to cooling.

c. Room thermostat display shall include:

d. Time of day.

1) Actual room temperature.

2) Programmed temperature.

3) System model indication: Heating, cooling, auto, off, fan auto, fan on.

4) Stage heating or cooling operation.

16. Operating Controls – Variable Volume Units

a. Temperature sensing element located in return air shall signal electronic logic panel to control mixing dampers and cooling in sequence. Mixing section shall operate as first stage of cooling and revert to minimum outside air above approximately 75 degrees Fahrenheit (24 degrees Celsius) as determined by temperature of return and outdoor air.

b. Temperature sensing elements located in return air shall control cooling by cycling compressors, cylinder unloading, and hot gas bypass.

c. Control logic shall allow supply air reset under low load or airflow conditions.

d. Seven day time clock with spring carry over or electronic clock with battery backup shall control unit on occupied/un-occupied schedule. At night, unit shall be off. Locate clock in remote control panel with status lights.

17. Head Pressure Control Package: A solid-state control with condenser coil temperature sensor for controlling condenser-fan motor speed to maintain condensing temperature between 90 F and 100 F at low outdoor ambient temperature shall be provided on 7.5 ton and larger units.

Section 2.10 AIR COILS A. General: Provide heat transfer coils for installation in air systems, where indicated in heating, ventilation, air conditioning units, ductwork, and variable air volume units.

LGSD RFP #24-01 Page 21 of 36

Equipment shall be capable of both continuous operation and intermittent operation.

Insulate headers located outside air flow as specified for piping.

B. Refrigerant Coils

1. Tubes: 5/8 inch (16 mm) OD seamless copper arranged in parallel or staggered pattern, expand into fins, silver brazed joints.

2. Fins: Aluminum continuous plate type with full fin collars.

3. Casing: Die formed channel frame of 16 gage (1.6 mm) galvanized steel with 3/8 inch (9.5 mm) mounting holes on 3 inch (75 mm) centers. Provide tube supports for coils longer than 36 inches (900 mm).

4. Headers: Seamless copper tubes with silver brazed joints.

5. Liquid Distributors: Brass or copper venturi type distributor with seamless copper distributor tubes. Maximum 12 circuits per distributor.

6. Testing: air test under water at 300 psig (2070 KPa) for working pressure of 250 psig (1720 KPa); clean, dehydrate, and seal with dry nitrogen charge.

7. Configuration: Down feed with bottom suction to prevent trapping of oil.

8. Fin Spacing: 8 fins per inch (3.1 mm on center).

9. Provide sight glass in liquid line within 12 inches (300 mm) of coil.

C. Hydronic Coils:

1. Hydronic Coils: Connect water supply to leaving air side of coil counterflow arrangement.

2. Provide shut-off valve on supply line and lockshield balancing valve on return line.

3. Locate water supply at bottom of supply header and return water connection at top.

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ISSUED: DECEMBER 2020 PAGE 26 OF 47 STANDARD SPECIFICATIONS

4. Provide float operated automatic air vents at high points complete with stop valve.

5. Ensure water coils are drainable and provide drain connection at low points.

6. Provide three break moisture eliminators of 24 gage (0.7 mm) galvanized steel, where air velocity exceeds 500 ft/min (2.5 m/sec).

7. Provide drain pan and drain connection; fabricate from 20 gage (1.0 mm) galvanized steel, extend 3 inches (75 mm) from face of entering air side, 6 inches (150 mm) from face of leaving air side and 4 inches (100 mm) from face of eliminators. Condensate in drain pan after condensate drain trap shall flow through flexible plastic hose to the nearest floor drain.

D. Electric Heating Coils

1. Electric heating coils shall be provided, where indicated, in ductwork, air handling units, and variable air volume units. Equipment shall be capable of both continuous operation and intermittent operation. Duct mounted heating coils shall be flanged type.

2. Electric heating coils and controls shall be UL listed and shall meet the requirements of the California Electrical Code and NFPA 70 grounding lugs shall be provided. Internal wiring, including step controllers and overcurrent protection

LGSD RFP #24-01 Page 22 of 36 of resistance steps, shall be factory installed and terminated at terminal blocks.

Heater power and control terminals shall be marked.

3. Elements shall be open coil type. Wire element shall consist of 80 percent nickel and 20 percent chromium alloy. Supports for elements shall be ceramic bushings, spaced not more than 3.5 inches on centers.

4. Enclosure for heaters shall conform with NEMA 1. Insulation constructed of minimum 5/16-inch thick glass fiber shall be provided between the mounting and the terminal box.

5. Internal safety controls shall be serviceable through the terminal box without removing the heater from the duct or air handling unit, and shall be provided complete with the following:

a. Integral thermal cutout temperature sensing elements;

b. Automatic-reset thermal cutout temperature sensing elements;

c. Switch to de-energize circuits in the terminal box, when the terminal box is opened;

d. Air flow sensing device and switch;

e. Energizing the heaters in steps in response to signals step controller circuits.

f. Transformer to provide control circuit power for safety and backup contactors;

g. Disconnecting switch with door interlock; and

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ISSUED: DECEMBER 2020 PAGE 27 OF 47 STANDARD SPECIFICATIONS

h. Disconnecting safety and backup contactors.

END OF SECTION

LGSD RFP #24-01 Page 23 of 36

EXHIBIT #2

Equipment List

High School - 1970's Wing

● Provide and install seven nine DX-coil and remote condensing units in existing AHUs o Refrigerant line set - 80' o Cooling coils to be in existing plenum o Power to seven nine new condensers o Extend 120V power seven cooling coils for control power

Middle School

● Provide and install six DX-coil and remote condensing units in existing AHUs o Refrigerant line set - 80' o Cooling coils to be located in the existing plenum o Power to six seven new condensers o Extend 120V power six cooling coil for control power

● Provide and install two DX-ductless splits and remote condensing units o Refrigerant line set - 80' o Power to two new ductless splits with remote condensing units

● REMOVE AS UNNECESSARY: Provide and install two gas-fired unit heaters o Gas piping from the existing gas system o Power to two gas-fired unit heaters

● Replace existing RTU o Connect and reconnect power for RTU

Greenwood School

● Install Gas Pack RTU to provide Heating and Cooling to Gym and Cafeteria o Install coil duct to the gym or duct sock o Need more details with equipment, engineering, resources needed, etc.

● Provide and install DX-ductless split and remote condensing unit o Refrigerant line set - 80' o Power to new ductless splits with remote condensing unit

● Repair one condensing unit within library o Route refrigerant from existing indoor unit to exterior unit o Power new outdoor condensing unit

LGSD RFP #24-01 Page 24 of 36

ATTACHMENT “A” - BID FORM

LGSD RFP #24-01 HVAC-AHU Cooling Retrofit Package

Submitted by: _______________________________________ (company)

A. Indicate time required to deliver submittals after contracts have been signed with up to four (4) HVAC Subcontractors: _____________________ weeks.

B. Indicate time required from receipt of approved submittals to delivery of equipment to four (4) Project sites: _____________________ weeks.

C. Provide product-specific catalog data to allow proposal evaluation. Proposer may provide links to specific products and/or email PDFs of catalog data as attachments to Proposal.

D. Provide product support data, including name of service organization with product-specific expertise that is closest to project location.

E. State how Proposer’s products differ from basis-of-design product. Proposer may attach one additional page per equipment type to Proposal.

F. Include a list of all exceptions taken to the Specifications. Identify the Specification reference.

Describe what requirements cannot be provided by the Proposer and any items that are included that Proposer believes results in the system meeting the intent of the Specifications. Proposer may attach one additional page per equipment type to Proposal.

G. Include any additional data that may be of value in the evaluation process. Proposer may attach one additional page per equipment type to Proposal.

H. Proposers wishing to be considered for this project should provide price escalation for equipment that may have to be purchased in 2025, and any special considerations. Proposer may attach additional page to the Proposal.

LGSD RFP #24-01 Page 25 of 36

ATTACHMENT “B”

STATEMENT OF ASSURANCES

1) The undersigned attests that they have the authority and/or responsibility to represent the organization submitting this Proposal in all phases of the RFP process and in this Statement of Assurances.

2) Proposing company understands that this RFP is considered an integral part of the RFP process and RFP terms shall be binding on the Proposing company. Failure of the successful company to accept these obligations may result in cancellation of an award.

3) Proposing company accepts all terms and conditions contained in this RFP. The RFP and Proposal response, and any modifications to them, will be part of the Contract Documents.

4) The undersigned understands that any false or substantially incorrect statement in the RFP or Statement of Assurances may disqualify this Proposer from further consideration or any further contract.

5) Proposing company understands that in responding to the RFP, it agrees to comply with all applicable federal, state, and local laws, regulations and requirements related to the RFP and performance of any resulting contract, including but not limited to those referenced in this RFP.

6) The undersigned acknowledges receipt of and agrees to be bound by addenda numbered ____ through ____ inclusive, and any additional addenda issued until the Notice to Proceed has been issued.

7) Non-Collusion. The undersigned certifies that: a) This Proposal has been arrived at independently and is being submitted without collusion with any other vendor of materials, supplies, equipment or services to limit independent bidding or competition, and b) The contents of this Proposal have not been communicated by the undersigned or its employees or agents to any person not an employee or agent of the undersigned or its surety on any bond furnished with the bid, and will not be communicated to such person prior to the official opening of the Proposal.

8) By signing this Statement, Proposing company hereby certifies that it has not discriminated against minority, women or emerging small business enterprises in obtaining any required Subcontracts.

9) By signing this Statement, Proposing company hereby certifies that to the best of undersigned’s knowledge, Proposing company is in compliance with all Oregon tax laws described in ORS 305.380(4).

LGSD RFP #24-01 Page 26 of 36

I, the undersigned, have read and understand the requirements, special provisions, bid instructions and all other conditions issued by La Grande School District for

LGSD RFP #24-01 HVAC-AHU Cooling Retrofit Package

I have read and understand the provisions included in the RFP and agree to abide by and fulfill the requirements thereof if selected as a result of this RFP.

Company Name: ___________________________________________________________

Company Address: _________________________________________________________

Company Phone: ___________________________________________________________

Authorized Representative’s Signature__________________________________________

Printed Name and Title: _____________________________________________________

Date: ________________________ Federal Business ID No.: ________________________

NOTARY: Subscribed and sworn before me this _____ day of ____________, 20____.

Notary Public for the State of _________________________.

My Commission expires _________________________________.

LGSD RFP #24-01 Page 27 of 36

ATTACHMENT “C”

PROPOSER REFERENCES

List two (2) projects, commenced or completed within five (5) years of the date of this Proposal, for which the Proposer supplied similar equipment. Proposer may supply the required information in a different format if all required information is provided.

Project #1 Name, Address, Contact Name, Phone of Owner

Contract Value (initial contract price)

Month/Year Commenced

Month/Year Completed

Additional Owner Contact info (if applicable) Description of Project Project Location

Project #2 Name, Address, Contact Name, Phone of Owner

Contract Value (initial contract price)

Month/Year Commenced

Month/Year Completed

Additional Owner Contact info (if applicable) Description of Project Project Location

LGSD RFP #24-01 Page 28 of 36

Attachment D

Debarment and Suspension and Other Responsibility Matters Primary Covered Transactions

2 CFR 200.213- Non-federal entities are subject to the nonprocurement debarment and suspension regulations implementing Executive Orders 12549 and 12689, 2 CFR part 180. These regulations restrict awards, subawards, and contracts with certain parties that are debarred, suspended, or otherwise excluded from or ineligible for participation in Federal assistance programs or activities.

(Before completing certification, read instructions on the next page.)

(1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals:

(a) Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency;

(b) Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local)…