Anchor Bay School District - Lighting Improvements RFP - 11-10-25.pdf

Centrix Energy 792 Lois Dr Sun Prairie, WI 53590

(817) 506-8303

Anchor Bay School District – Energy Savings Performance Contract

Lighting Improvements

Anchor Bay School District

November 10, 2025

1 Table of Contents

TABLE OF CONTENTS

Invitation to Bid Instructions to Bidders Bid Form Bid Package Subcontractor Agreement (Exhibit A) General Conditions of the Contract for Construction Iran Economic Sanctions Act Certification Familial Disclosure Form Dimming Control Specifications (Exhibit C) Room by Room Lighting Audit (Exhibit B) Prevailing Wage Rates

DIVISION 1 – GENERAL REQUIREMENTS

011000 Summary 012500 Substitution Procedures 012600 Contract Modification Procedures 012900 Payment Procedures 013100 Project Management and Coordination 013200 Construction Progress Documentation 013300 Submittal Procedures 014000 Quality Requirements 015000 Temporary Facilities and Controls 016000 Product Requirements 017300 Execution Requirements 017700 Closeout Procedures

DIVISION 2 – SCOPE OF WORK

021000 Bid Package #2 - Lighting Improvements

1 Invitation to Bid

INVITATION TO BID

PROJECT NAME: Anchor Bay School District – 2025 Energy Services Performance Contract

PROJECT DESCRIPTION:

Facility Improvement Measures (FIM) to be implemented in Anchor Bay School District to upgrade infrastructure and improve energy efficiency.

SCHEDULE:

RFP out for Bid: November 10th, 2025 Bid Docs Advertised: November 11th, 2025 Pre-Bid Walkthrough: December 3rd, 2025 (9:00am) Bids Due: December 11th, 2025 (2:00pm) Notice to Proceed: January 30th, 2026 Construction Start Date: March 30th, 2026 Completion Date: August 7th, 2026

OWNER:

Anchor Bay School District

5201 County Line Rd

Casco, MI 48064

CONSTRUCTION MANAGER:

Centrix Energy Partners, LLC

792 Lois Drive

Sun Prairie, WI 53590

BID DATE:

Bids will be received at the district’s Administrative Office no later than 2:00PM (local time) on 12/11/25.

Bids will be publicly opened at the Administrative Office and read aloud at this time. Bids received after this time will not be considered and will be returned to the bidder unopened.

Bids shall be properly and completely executed on the Bid Proposal Form included within the Project Manual and submitted in duplicate. Bids shall be clearly marked as Anchor Bay School District Energy Savings Performance Contract – Lighting Improvements on the front of the submitted envelope.

PRE-BID MEETING:

A Pre-Bid Meeting will be held on 12/3/25 at 9:00AM (local time) on site, starting at the Administrative Office and proceed to schools from there. While the pre-bid meeting is not mandatory, it is highly recommended for bidding contractors to attend to inspect areas of the work.

DOCUMENT AVAILABILITY AND USE:

Bid Documents may be viewed at the following Plan Rooms on or after 11/11/25

BidNet www.bidnetdirect.com

Sigma www.michigan.gov/budget/budget-offices/sigma

Bidding documents are available electronically at no charge, via email. Please email your request to Greg Mizell at the email address shown below:

Contact with bidding questions: greg.mizell@centrix-partners.com. cc emails to paul.gustafson@centrix-partners.com.

2 Invitation to Bid

BONDS:

A two and a half percent (2.5%) Bid Bond shall accompany each bid. The successful bidder will be required to provide a Performance Bond, Labor and Material Bonds, and certificates of Liability and Worker’s Compensation Insurance.

OTHER CONDITIONS AND INFORMATION:

1. The awarded contractor will be required to pay not less than the published Michigan Prevailing Wage for State Projects Act (effective 2/13/2024), Michigan prevailing wage rates.

2. No bidder may withdraw their bid for a period of Sixty (60) calendar days after the date set for bid opening.

3. Public Act 517 of 2012 (effective December 31, 2012) enacted the “Iran Economic Sanctions Act”, which prevents “Iran linked businesses” from bidding on a school district or ISD’s request for proposals (“RFP”). This law requires that persons submitting bids certify that they are not an “Iran linked business,” which is defined as either:

a) A person engaging in investment activities in the energy sector of Iran, including a person that provides oil or liquefied natural gas tankers or products used to construct or maintain pipelines used to transport oil or liquefied natural gas for the energy sector of Iran; or

b) A financial institution that extends credit to another person, if that person will use the credit to engage in investment activities in the energy sector of Iran.

4. Anchor Bay School District reserves the right to reject any or all bids, to waive any defects or irregularities in bids, and to accept any bid that is deemed most advantageous to the public interest.

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3 Instructions to Bidders

INSTRUCTIONS TO BIDDERS

A. No bid received after the specified date and time for opening, whether postdated or not, will be considered.

B. No electronic bids will be accepted.

C. If any of the required bidding documents are not included, or properly executed, the contractor’s bid may not be accepted.

D. The Owner reserves the right to reject each and every bid, to waive formalities or informalities in bidding, to accept or reject each and every alternate regardless of its order or sequence, unless otherwise called for on the bid Proposal Form.

E. The right is reserved to reject a Bid where an investigation of the available evidence of information does not satisfy the Owner that the Bidder is qualified to properly carry out the terms of the Contract Documents.

F. Bids which contain qualifications or conditions that are contrary to the text or intent of the Contract

Documents, and which are inserted in the bid for the purpose of limiting or otherwise qualifying the responsibility of the bidder, outside of the text or intent of the Contract Documents, will be subject to disqualification.

G. Failure to submit the requested information with the Bid shall be grounds for rejecting the Bid.

H. The Owner also reserves the right to reject the bid of a Bidder who has previously failed to perform properly or to complete contracts of similar nature on time, who is not in a position to perform the Contract or who has habitually and without just cause neglected the payment of bills or otherwise disregarded his obligations to subcontractors, suppliers, or employees.

I. Payment / Performance Bonds are required for this contract.

J. The ability of the Bidder to obtain or qualify for a performance bond or payment bond shall not be regarded as a sole test of such Bidders competence or responsibility.

K. Subcontractor is required to pay Michigan use tax on the cost of materials.

L. The awarded contractor will be required to pay not less than the published Michigan Prevailing Wage for State Projects Act (effective 2/13/2024, Michigan prevailing wage rates.

M. Bidder must have comparable experience with the type and scale of this project; submit a list of similar projects completed within the last 5 years. Failure to submit the requested information with the Bid shall be grounds for rejecting the Bid.

N. Bidders are required to submit a list of subcontractors who will be used on this project.

O. This work is scheduled to commence after the notice to proceed letter is issued after the 01/28/26

Board Of Education Meeting.

The Bidder may, at his option, submit a voluntary alternate, stating the optional material and/or methods which he proposes to use, and all brochures, data manuals, etc., describing the specifics of such materials or equipment.

No voluntary alternate products will be evaluated prior to bidding. The Construction Manager and Owner reserve the right to accept or reject such options.

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Bid Form - 1

PROJECT: Anchor Bay School District – 2025 Energy Services Performance Contract

OWNER Anchor Bay School District

PROPOSAL FROM:

Company Name

Address

City, State, ZIP

BID FORM

Bid Form - 2

Bid Package – BASE BID – Lighting Improvements

Building Name: Ashley Elementary, 52347 Ashley Dr, New Baltimore, MI 48047

Written Amount printed figure

Building Name: Great Oaks Elementary, 32900 24 Mile Rd, Chesterfield, MI 48047

Building Name: Lighthouse Elementary. 51880 Washington St, New Baltimore, MI 48047

Building Name: Lottie Schmidt Elementary, 33700 Hooker Rd, New Baltimore, MI 48047

Building Name: Maconce Elementary, 6300 Church Rd, Ira, MI 48023

Building Name: Naldrett Elementary, 47800 Sugarbush Rd, New Baltimore, MI 48047

Building Name: Middle School North, 52805 Ashley Dr, New Baltimore, MI 48047

Building Name: Middle School South, 48650 Sugarbush Rd, New Baltimore, MI 48047

Building Name: Early Childhood, 52680 Washington St, New Baltimore, MI 48047

Building Name: Transportation, 52805 Ashley Dr, New Baltimore, MI 48047

Bid Form - 3

Building Name: Aquatic Center, 52401 Ashley Street, New Baltimore, MI 48047

Building Name: MacDonald, 52401 Ashley Street, New Baltimore, MI 48047

Bid Form - 4

ALTERNATE #1 – ADD DIMMING CONTROLS IN ALL CLASSROOMS

Description

Building Name: Ashley Elementary, 52347 Ashley Dr, New Baltimore, MI 48047

Building Name: Great Oaks Elementary, 32900 24 Mile Rd, Chesterfield, MI 48047

Building Name: Lighthouse Elementary. 51880 Washington St, New Baltimore, MI 48047

Building Name: Lottie Schmidt Elementary, 33700 Hooker Rd, New Baltimore, MI 48047

Building Name: Maconce Elementary, 6300 Church Rd, Ira, MI 48023

Building Name: Naldrett Elementary, 47800 Sugarbush Rd, New Baltimore, MI 48047

Building Name: Middle School North, 52805 Ashley Dr, New Baltimore, MI 48047

Building Name: Middle School South, 48650 Sugarbush Rd, New Baltimore, MI 48047

Building Name: Early Childhood, 52680 Washington St, New Baltimore, MI 48047

Building Name: MacDonald, 52401 Ashley Street, New Baltimore, MI 48047

Bid Form - 5

Additional items to be included with Bid Form:

2.5% BID BOND YES NO

List of warranted products YES NO

List of subcontractors YES NO

List of prequalifications YES NO

Iran Economic Sanctions Act Certification YES NO

Familial Disclosure Form YES NO

Written Narrative for Inclusions / Exclusions YES NO

Summary Schedule YES NO

SUBMITTED BY:

Signature, which confirms this individual is an authorized agent of the submitting company

Date:,December 11, 2025

Printed

Title

Phone Number

IRAN ECONOMIC SANCTIONS ACT CERTIFICATION

I am the of , or I am

(title) (bidder) bidding in my individual capacity ("Bidder"), with authority to submit a binding bid for the provision of

Lighting Improvement services to Anchor Bay School District. I have personal knowledge of the matters described in this Certification, and I am familiar with the Iran Economic Sanctions Act, MCL

129.311, et seq. ("Act"). I am fully aware that the school district will rely on my representations in evaluating bids.

I certify that Bidder is not an Iran-linked business, as that term is defined in the Act. I understand that submission of a false certification may result in contract termination, ineligibility to bid for three (3) years, and a civil penalty of $250,000 or twice the bid amount, whichever is greater, plus related investigation and legal costs.

(signature)

(printed)

(date)

1 Sub-Contractor Agreement

SUB-CONTRACTOR AGREEMENT

A. SUB-CONTRACTOR AGREEMENT

Exhibit A - Subcontractor Master Agreement.

1 General Conditions

GENERAL CONDITIONS OF THE CONTRACT FOR CONSTRUCTION

A. GENERAL CONDITIONS OF THE CONTRACT FOR CONSTRUCTION

1 - 011000 Summary

SECTION 011000

SUMMARY

PART 1 - GENERAL

1.1 SUMMARY

A. Section Includes:

1. Project information.

2. Work covered by Contract Documents.

3. Phased construction.

4. Work under Owner's separate contracts.

5. Owner-furnished/Contractor-installed (OFCI) products.

6. Contractor's use of site and premises.

7. Coordination with occupants.

8. Work restrictions.

9. Specification and Drawing conventions.

1.2

PROJECT INFORMATION

A. Project: Anchor Bay School District – 2025 Energy Services Performance Contract

1. Project Location: 5201 County Line Road, Casco, MI 48064

2. Owner: Anchor Bay School District

B. Construction Manager: Centrix Energy Partners LLC, 792 Lois Dr, Sun Prairie, WI 53590

1.3

WORK COVERED BY CONTRACT DOCUMENTS

A. The Work of Project is defined by the Contract Documents and consists of the following:

Lighting Improvements

B. Type of Contract:

1. Project will be constructed under a single prime contract.

1.4 CONSTRUCTION

A. The Work shall be conducted in one phase, beginning upon Notice to proceed letter issued after the 1/30/2026 Board of Education meeting.

a. Commencement of Construction:

1) Start Date: Work shall commence by 03/30/2026 (or as soon as possible given product lead times).

2 - 011000 Summary

b. Substantial Completion:

1) Completion of the Lighting Improvements shall be by 08/07/2026.

B. Before commencing Work, submit an updated copy of Contractor's construction schedule showing the sequence, commencement, and completion dates for each scope of the Work.

1.5 CONTRACTOR'S USE OF SITE AND PREMISES

A. Limits on Use of Site: Limit use of Project site to Work in areas within the Contract limits indicated.

Do not disturb portions of Project site beyond areas in which the Work is indicated.

1. Driveways: Keep driveways clear and available to Owner, and emergency vehicles at all times. Do not use these areas for parking or for storage of materials.

B. Condition of Existing Grounds: Maintain portions of existing grounds, landscaping, affected by construction operations throughout construction period. Repair damage caused by construction operations.

1.6 WORK RESTRICTIONS

A. On-Site Work Hours: Lighting improvement installation work shall be carried out to minimize impact to student and staff activities. Work in the existing buildings shall be after normal school hours during school sessions. Work during summer 2026 shall return to normal business working hours of 6:00 a.m. to 8:00 p.m., Monday through Saturday, unless otherwise indicated.

B. Existing Utility Interruptions: Do not interrupt utilities serving facilities occupied by Owner or others unless permitted under the following conditions and then only after providing temporary utility services according to requirements indicated:

1. Notify Construction Manager and Owner not less than three [3] days in advance of proposed utility interruptions.

2. Obtain Construction Manager and Owner's written permission before proceeding with utility interruptions.

C. Smoking and Controlled Substance Restrictions: Use of tobacco products, alcoholic beverages, vaping and other controlled substances within the Project site or Owner's property is not permitted.

END OF SECTION 011000

1 - 012500 Substitution Procedures

SECTION 012500

SUBSTITUTION PROCEDURES

A. Section includes administrative and procedural requirements for substitutions.

B. Related Requirements:

1. Section 016000 "Product Requirements" for requirements for submitting comparable product submittals for products by listed manufacturers.

1.2 DEFINITIONS

A. Substitutions: Changes in products, materials, equipment, and methods of construction from those required by the Contract Documents and proposed by Contractor.

1. Substitutions for Cause: Changes proposed by Contractor that are required due to changed Project conditions, such as unavailability of product, regulatory changes, or unavailability of required warranty terms.

2. Substitutions for Convenience: Changes proposed by Contractor or Owner that are not required in order to meet other Project requirements but may offer advantage to Contractor or Owner.

1.3 ACTION SUBMITTALS

A. Substitution Requests During Bidding Process: Submit each request for consideration in PDF format via email to the primary contacts listed in the Invitation to Bid Section. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles.

1. Substitution Request Form:

2. Substitution requests must be from the contractor, not the manufacturer.

3. All requests must be submitted to the Construction Manager’s Office seven (7) days prior to bid date.

B. Substitution Requests After Contract Award: Email each request for consideration. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles.

1. Documentation: Show compliance with requirements for substitutions and the following, as applicable:

a. Statement indicating why specified product or fabrication or installation method cannot be provided, if applicable.

b. Coordination of information, including a list of changes or revisions needed to other parts of the Work and to construction performed by Owner and separate contractors that will be necessary to accommodate proposed substitution.

c. Detailed comparison of significant qualities of proposed substitutions with those of the Work specified. Include annotated copy of applicable Specification Section.

2 - 012500 Substitution Procedures

Significant qualities may include attributes, such as performance, weight, size, durability, visual effect, sustainable design characteristics, warranties, and specific features and requirements indicated. Indicate deviations, if any, from the Work specified.

d. Product Data, including drawings and descriptions of products and fabrication and installation procedures.

e. Samples, where applicable or requested. In an appropriate size to make adequate determination of comparable value.

f. Certificates and qualification data, where applicable or requested.

g. Material test reports from a qualified testing agency, indicating and interpreting test results for compliance with requirements indicated.

h. Detailed comparison of Contractor's construction schedule using proposed substitutions with products specified for the Work, including effect on the overall Contract Time. If specified product or method of construction cannot be provided within the Contract Time, include letter from manufacturer, on manufacturer's letterhead, stating date of receipt of purchase order, lack of availability, or delays in delivery.

i. Cost information, including a proposal of change, if any, in the Contract Sum.

j. Contractor's certification that proposed substitution complies with requirements in the Contract Documents, except as indicated in substitution request, is compatible with related materials and is appropriate for applications indicated.

k. Contractor's waiver of rights to additional payment or time that may subsequently become necessary because of failure of proposed substitution to produce indicated results.

2. Construction Managers Action: If necessary, Construction Manager will request additional information or documentation for evaluation within seven days of receipt of a request for substitution. Construction Manager will notify Contractor of acceptance or rejection of proposed substitution within 15 days of receipt of request, or seven days of receipt of additional information or documentation, whichever is later.

a. Forms of Acceptance: Change Order, Construction Change Directive, or

Construction Manager's Supplemental Instructions for minor changes in the Work.

b. Use product specified if Construction Manager does not issue a decision on use of a proposed substitution within time allocated.

1.4 QUALITY ASSURANCE

A. Compatibility of Substitutions: Investigate and document compatibility of proposed substitution with related products and materials. Engage a qualified testing agency to perform compatibility tests recommended by manufacturers.

1.5 PROCEDURES

A. Coordination: Revise or adjust affected work as necessary to integrate work of the approved substitutions.

1.6 SUBSTITUTIONS

A. Substitutions for Cause: Submit requests for substitution immediately on discovery of need for change, but not later than fifteen [15] days prior to time required for preparation and review of related submittals.

3 - 012500 Substitution Procedures

1. Conditions: Construction Manager will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Construction Manager will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution is consistent with the Contract Documents and will produce indicated results.

b. Substitution request is fully documented and properly submitted.

c. Requested substitution will not adversely affect Contractor's construction schedule.

d. Requested substitution has received necessary approvals of authorities having jurisdiction.

e. Requested substitution is compatible with other portions of the Work.

f. Requested substitution has been coordinated with other portions of the Work.

g. Requested substitution provides specified warranty.

h. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

B. Substitutions for Convenience: Construction Manager will consider requests for substitution if received within 30 days after the Notice of Award. Requests received after that time may be considered or rejected at discretion of Construction Manager.

1. Conditions: Construction Manager will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Construction Manager will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution offers Owner a substantial advantage in cost, time, energy conservation, or other considerations, after deducting additional responsibilities Owner must assume. Owner's additional responsibilities may include compensation to Construction Manager for redesign and evaluation services, increased cost of other construction by Owner, and similar considerations.

b. Requested substitution does not require extensive revisions to the Contract Documents.

c. Requested substitution is consistent with the Contract Documents and will produce indicated results.

d. The substitution request is fully documented and properly submitted.

e. Requested substitution will not adversely affect Contractor's construction schedule.

f. Requested substitution has received necessary approvals of authorities having jurisdiction.

g. Requested substitution is compatible with other portions of the Work.

h. Requested substitution has been coordinated with other portions of the Work.

i. Requested substitution provides specified warranty.

j. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

END OF SECTION 012500

1 - 012600 Contract Modification Procedures

SECTION 012600

CONTRACT MODIFICATION PROCEDURES

A. Section includes administrative and procedural requirements for handling and processing Contract modifications.

1.2 MINOR CHANGES IN THE WORK

A. Construction Manager will issue supplemental instructions authorizing minor changes in the Work, involving minor adjustments to the Contract Sum; not affecting the Contract Time.

1. Work Change Proposal Requests issued by Construction Manager are not instructions either to stop work in progress or to execute the proposed change.

1.3 PROPOSAL REQUESTS

A. Construction Manager will issue a detailed description of proposed changes in the Work that may require adjustment to the Contract Sum or the Contract Time. If necessary, the description will include supplemental or revised Drawings and Specifications.

1. Work Change Proposal Requests issued by Construction Manager are not instructions either to stop work in progress or to execute the proposed change.

2. Within seven (7) days after receipt of Proposal Request, submit a quotation estimating cost adjustments to the Contract Sum and the Contract Time necessary to execute the change.

a. Include a list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made. If requested, furnish survey data to substantiate quantities.

b. Indicate applicable taxes, delivery charges, equipment rental, and amounts of trade discounts.

c. Include costs of labor and supervision directly attributable to the change.

d. Include an updated Contractor's construction schedule that indicates the effect of the change, including, but not limited to, changes in activity duration, start and finish times, and activity relationship. Use available total float before requesting an extension of the Contract Time.

B. Contractor-Initiated Proposals: If latent or changed conditions require modifications to the

Contract, Contractor may initiate a claim by submitting a request for a change to Construction Manager.

1. Include a statement outlining reasons for the change and the effect of the change on the

Work. Provide a complete description of the proposed change. Indicate the effect of the proposed change on the Contract Sum and the Contract Time.

2 - 012600 Contract Modification Procedures

2. Include a list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made. If requested, furnish survey data to substantiate quantities.

3. Indicate applicable taxes, delivery charges, equipment rental, and amounts of trade discounts.

4. Include costs of labor and supervision directly attributable to the change.

5. Include an updated Contractor's construction schedule that indicates the effect of the change, including, but not limited to, changes in activity duration, start and finish times, and activity relationship. Use available total float before requesting an extension of the Contract Time.

6. Comply with requirements in Section 012500 "Substitution Procedures" if the proposed change requires substitution of one product or system for product or system specified.

1.4 CHANGE ORDER PROCEDURES

A. On approval of a Work Change Proposal Request, Construction Manager will issue a Change Order for signatures of Construction Manager and Contractor.

END OF SECTION 012600

3 - 012900 Payment Procedures

SECTION 012900

PAYMENT PROCEDURES

END OF SECTION 012900

4 - 013100 Project Management and Coordination

SECTION 013100

PROJECT MANAGEMENT AND COORDINATION

END OF SECTION 013100

5 - 013200 Construction Progress Documentation

SECTION 013200

CONSTRUCTION PROGRESS DOCUMENTATION

END OF SECTION 013200

6 - 013300 Submittal Procedures

SECTION 013300

SUBMITTAL PROCEDURES

END OF SECTION 013300

7 - 014000 Quality Requirements

SECTION 014000

QUALITY REQUIREMENTS

END OF SECTION 014000

8 - 015000 Temporary Facilities and Controls

SECTION 015000

TEMPORARY FACILITIES AND CONTROLS

END OF SECTION 015000

9 - 016000 Product Requirements

SECTION 016000

PRODUCT REQUIREMENTS

END OF SECTION 016000

10 - 017300

Execution

SECTION 017300

EXECUTION

END OF SECTION 017300

11 - 017700

Closeout Procedures

SECTION 017700

CLOSEOUT PROCEDURES

END OF SECTION 017700

1 Bid Package

DIVISION 2 – SCOPE OF WORK

SECTION 021000

Bid Package #1 – Interior & Exterior Lighting Improvements

1. General Requirements

The intent of this Scope of Work and any attached supporting documentation is to provide the Subcontractor with general conformance guidelines. Subcontractor shall be responsible for performing any/all applicable site investigation to ensure that the desired results are achieved. In this case, the desired results are:

o Retrofit / Replacement of existing interior and exterior lighting fixtures and installation of new energy-efficient lighting fixtures within the buildings identified in Exhibit B – Room by Room Lighting Audit.

o Subcontractor shall obtain all necessary applicable permits prior to commencement of scope of work.

o Subcontractor shall provide all necessary labor and materials for complete implementation of lighting retrofit including proper disposal of removed fixtures, lamps, and ballasts (not using owner's dumpsters and/or owner's refuse containers). All waste disposal shall comply with applicable environmental regulations including manifests if required.

o Subcontractor shall provide and receive submittal approval prior to ordering any materials associated with this scope of work.

o Subcontractor shall ensure all works adheres to Level 1 Alterations Code Compliance (Michigan Rehabilitation Code) including all: grounding, bonding, fixture attachments, egress lighting, etc.

Base Bid Scope (Quote by Building):

o Ensure that all classroom lighting products are capable of being dimmed (i.e. dimmable) o Provide and install Type C Retrofit per Exhibit B – Room by Room Lighting Audit

Voluntary Alternate will be reviewed o Provide and install doorframe ‘retrofit kit’ (center basket) per Exhibit B – Room by Room

Lighting Audit Voluntary Alternative will be reviewed o Provide and install retrofit solution for all other fixtures/components per Exhibit B – Room by Room Lighting Audit

Alternate #1: Dimming Controls o Add dimming controls in all classrooms

New dimming controls in all classrooms per See Exhibit C – Section 26 0923 for specifications

Exhibits:

o Exhibit B - Room by Room Lighting Audit o Exhibit C - Section 26 0923 Dimming Controls

Code Compliance: All work shall be performed in accordance with:

o National Electrical Code (NEC) – current adopted edition o Manufacturer specifications and installation instructions o State and local electrical codes o Energy code requirements (ASHRAE 90.1 or applicable local energy code) o OSHA safety standards o Industry best practices

Qualified Personnel: Products shall be installed by or under the supervision of licensed electricians with documented experience in commercial lighting retrofit projects.

Verification: Contractor shall verify all dimensions, site conditions, existing electrical infrastructure, voltage requirements, and mounting compatibility prior to submittals and/or ordering and installation.

Material Storage: All materials shall be stored in a clean, dry, and protected environment, per manufacturer instructions. LED fixtures and drivers shall be protected from temperature extremes and moisture.

Safety Requirements:

o Safety Data Sheets (SDS) must be available on-site for all products o Lockout/Tagout procedures shall be followed for all electrical work o Appropriate PPE required for all personnel

Hazardous Materials: Owner shall be responsible for any/all applicable hazardous materials (PCB ballasts, mercury-containing lamps, asbestos-containing materials) including identification and/or abatement prior to implementation of this scope of work where such materials require specialized handling beyond standard electrical contractor capabilities.

2. Submittals Subcontractor shall submit the following for Owner approval prior to ordering any materials:

Product Data:

o Manufacturer cut sheets and specification sheets for all lighting fixtures o Photometric data (IES files) for all fixture types o LED specifications including:

Color temperature (CCT in Kelvin) Color Rendering Index (CRI) Lumen output and efficacy (lumens per watt) L70 rated life hours Dimming compatibility and range o Driver specifications and compatibility documentation o Control device specifications (occupancy sensors, photocells, dimmer switches, etc.)

SDS Sheets: Current safety data sheets for each product requiring such documentation Installation Procedures:

o Proposed installation sequencing and schedule o Equipment to be utilized o Quality control measures o Electrical safety procedures o Coordination requirements with Owner's operations

Warranty Certificates:

o Manufacturer warranties for all fixtures (minimum 1-year fixture warranty, minimum 5-year driver warranty, minimum 5-year warranty on linear LED tubes) o Subcontractor installation material & workmanship (minimum 1-year warranty)

Compliance Documentation:

o DLC (DesignLights Consortium) certification for all LED products (if applicable) o Energy Star certification (where applicable) o Title 24 or equivalent energy code compliance documentation o UL/ETL or equivalent safety listing documentation

Sample Fixtures: At Owner’s request, one sample of each fixture type for Owner review and approval prior to full procurement (mock-up installation may be required)

3. Materials Products installed shall be UL Listed for the intended purpose and assembly noted in the listing.

General Requirements: Lighting fixtures and components illustrated in Exhibit B - Room by Room

Lighting Audit. All products shall be new, first quality, and obtained from manufacturer's current production.

2% Attic Stock for issue to Anchor Bay School District at project completion, per building. Where installed quantity of product is above quantity of (20) pieces per building and less than (50) pieces, quantity of (1) piece is required for attic stock.

4. Installation Requirements General Installation: Participate in Pre-Installation Meeting to review:

o Project schedule and phasing o Access requirements and restrictions o Coordination with ongoing building operations o Safety procedures and emergency protocols o Communication protocols o Verification that background checks have been completed for installation team members

Electrical Safety:

o Implement Lockout/Tagout procedures for all circuits o Verify circuits are de-energized before commencing work o Test circuits with appropriate voltage detection equipment o Coordinate power shutdowns with Owner to minimize disruption

Existing Fixture Removal (where applicable):

o Carefully remove existing fixtures to avoid damage to ceilings, walls, or other finishes o Disconnect and remove existing lamps and ballasts o Segregate waste materials for proper disposal (lamps, ballasts, metal fixtures) o Patch and paint ceiling/wall penetrations where new fixture footprint differs from existing

(match existing finish) o Cap off and secure any abandoned electrical boxes per code

5. Interior Fixture Retrofit Installation Pre-Retrofit Assessment:

o Inspect existing fixture housings for structural integrity, corrosion, or damage o Verify existing fixture compatibility with specified retrofit kit o Confirm adequate clearance within fixture housing for retrofit components and drivers o Assess condition of existing wiring and sockets o Identify any fixtures requiring replacement due to poor condition

Existing Component Removal:

o Carefully remove existing lamps without breakage (properly dispose per environmental regulations) o Remove and properly dispose of existing ballasts (including proper handling of PCB ballasts if present) o Remove lamp sockets, tombstones, and associated wiring as required by retrofit kit installation o Remove obsolete reflectors or internal components as specified o Clean fixture housing interior prior to retrofit kit installation o Inspect and repair fixture housing if damaged

Type C LED Retrofits:

o Remove existing ballast and all associated ballast wiring o Rewire fixture to provide line voltage (120V/277V) directly to LED array with integrated driver o Verify that existing fixture housing provides adequate thermal management for integrated driver o Ensure LED array with integrated driver is compatible with any existing controls (0-10V dimming, occupancy sensors, etc.)

o Install LED array per manufacturer instructions and in compliance with Michigan Electrical

Code, ensuring proper mechanical and electrical connections o Confirm driver is rated for the voltage and wiring configuration present o Test dimming functionality (if applicable) through full range before final acceptance

Troffer Retrofit Kits (2x2, 2x4 Lay-In Fixtures):

o Verify existing fixture housing is structurally sound, and ceiling grid can support retrofit kit weight o Remove existing lens/louver and set aside for reuse or disposal as specified o Install retrofit LED door kit per manufacturer instructions:

o Secure mounting brackets to existing fixture housing o Install LED panel/array into door frame o Connect driver to LED panel using manufacturer-provided connectors o Verify ceiling grid compatibility and weight capacity o Ensure retrofit kit sits properly in ceiling grid opening o Clean and reinstall existing lens if reusing, or install new lens provided with kit

LED Retrofit Plates/Panels (Recessed Fixtures):

o Remove existing trim and lamp from recessed can o Remove existing socket and ballast if required by retrofit kit design o Install retrofit LED plate per manufacturer instructions:

Secure retrofit mounting clips to existing housing Connect integrated driver to building wiring (or use existing socket with screw-in adapter style retrofits) Ensure proper seating of retrofit plate in housing opening o Verify IC rating compatibility if fixture is in insulated ceiling cavity o Install new trim ring or use retrofit kit's integrated trim

LED Retrofit Arrays (High Bay, Linear Fixtures):

o Remove existing lamps and disconnect/remove ballast o Install LED retrofit array mounting hardware to existing fixture housing o Secure LED array/board to mounting hardware per manufacturer instructions o Mount remote driver (if separate) within fixture housing or in accessible location o Verify heat dissipation pathways are not obstructed o Reinstall or replace lens/reflector as specified o Identify, in coordination with Centrix and Owner, specific areas where fixtures require protective housing (e.g.: gymnasiums)

Wraparound and Strip Fixture Retrofits:

o Remove existing lamps and lens/diffuser o Remove existing ballast and tombstones o Install LED retrofit strips or boards using manufacturer-provided mounting brackets o Secure remote driver within fixture housing o Install new or clean existing lens/diffuser o Ensure gaskets are in place for moisture-resistant applications

Electrical Connections for Retrofit Kits:

o Line Voltage Wiring:

Disconnect and cap off (or remove) existing ballast wiring Connect retrofit kit driver input directly to line voltage (120V/277V as appropriate) Make all connections in accordance with NEC and manufacturer instructions Verify voltage compatibility before energizing circuits Ensure all connections are made within listed junction boxes or fixture housings Use appropriate wire connectors (wire nuts, push-in connectors, or Wago-style) and ensure secure connections

Driver Installation:

o Mount drivers securely within existing fixture housing where possible o Ensure adequate ventilation around driver for heat dissipation o Do not exceed manufacturer's maximum ambient temperature ratings o Verify driver is accessible for future maintenance/replacement o Provide strain relief for driver input and output wiring

Grounding:

o Verify existing fixture grounding is intact and compliant o Maintain proper grounding of retrofit components per code requirements o Bond all metal components to fixture ground

Quality Checks During Retrofit Installation:

o Verify secure mounting of all retrofit components o Confirm no loose wiring or components inside fixture housing o Test operation before reinstalling lenses or closing fixture o Verify uniform light output across multiple fixtures in same space o Check that retrofit kits are properly seated and aligned o Ensure no light leaks from fixture housing (except designed distribution)

Electrical Connections:

o Make all connections in accordance with NEC and manufacturer instructions o Verify voltage compatibility before energizing circuits o Use appropriate wire connectors and ensure secure connections o Provide strain relief for fixture whips o Ground all fixtures per code requirements o Label circuits clearly at panel and at fixture locations

6. Exterior Fixture Installation Mounting:

o Secure fixtures to structural elements capable of supporting fixture weight and wind loads o Use stainless steel hardware in exterior applications o Seal all penetrations to prevent water infiltration o Install mounting gaskets where required

Weatherproofing:

o Ensure all exterior connections are made in weatherproof enclosures o Use weatherproof connectors and cord grips o Apply silicone sealant around fixture bases as needed o Verify proper drainage – do not allow water to pool on or in fixtures

Aiming and Alignment:

o Aim fixtures per photometric design and to minimize light trespass o Ensure uniform coverage in parking and walkway areas o Secure all aiming adjustments after final positioning

7. Lighting Control Installation Dimming Controls:

o Install 0-10V dimming wiring in separate conduit from line voltage (where required by code) o Verify dimming driver compatibility with control system o Set minimum and maximum dim levels per Owner requirements o Test dimming operation throughout full range before final acceptance o Control Wiring:

Properly identify control conductors Verify proper polarity and voltage levels Test control operation before final acceptance

Occupancy Sensors:

o Install per manufacturer requirements for proper coverage o Adjust sensitivity and time delay settings per Owner requirements o Test switching operation before final acceptance o Provide clear line-of-sight for PIR sensors

Photocells:

o Orient photocells to face north where possible to avoid direct sunlight o Ensure photocell does not sense light from fixtures it controls o Adjust on/off thresholds per Owner requirements

Control Wiring:

o Install 0-10V dimming wiring in separate conduit from line voltage (where required by code) o Properly identify control conductors o Test control operation before final acceptance

8. Testing and Commissioning

Visual Inspection:

o Verify all fixtures are properly installed, level, and secure o Confirm all lenses and diffusers are clean and properly seated o Check for any physical damage

Electrical Testing:

o Test all circuits for proper operation o Verify voltage at fixtures is within acceptable range o Test GFCI protection on exterior circuits (where required) o Verify proper operation of all switches and controls

Functional Testing:

o Energize and test all fixtures o Verify light output and distribution o Test dimming operation (where applicable) o Test occupancy sensors and photocells through multiple cycles o Demonstrate operation to Owner's maintenance staff

Light Level Verification:

o Measure illumination levels at representative locations o Compare to design criteria and applicable standards (eg IES) o Document measurements for Owner's records

9. Waste Disposal and Recycling Environmental Compliance:

o Dispose of all waste materials in accordance with federal, state, and local environmental regulations o Segregate recyclable materials (metal, cardboard, etc.)

o Properly dispose of lamps containing mercury (fluorescent, HID, etc.) through licensed recycler o Properly dispose of ballasts containing PCBs (if present) through licensed hazardous waste handler o Provide documentation (e.g. manifests, etc.) of proper disposal to Owner

Site Cleanup:

o Remove all debris, packaging, and construction waste daily o Leave work areas in clean, broom-swept condition o Repair any damage to building finishes caused during installation

10. Warranty Manufacturer Warranties:

o LED fixtures: Minimum 5-year warranty covering defects in materials and workmanship o LED drivers: Minimum 5-year warranty o Controls: Minimum 5-year warranty o Provide warranty documentation to Owner upon project completion

Contractor Warranty:

o Minimum 1-year workmanship warranty covering all installation labor o Warranty shall cover repair or replacement of defective work at no cost to Owner o Warranty period begins at final acceptance

Warranty Service:

o Respond to warranty calls within 48 hours o Complete warranty repairs within 5 business days o Provide emergency service for safety-related failures (exit lights, egress lighting)

11. Quality Control & Performance Validation

Mock-Up Installation:

o Contractor may be required to complete mock-up installations of each fixture type in representative locations for Owner approval before proceeding with full-scale work o Mock-ups shall demonstrate proper installation techniques, light levels, light distribution, and aesthetic appearance o Owner shall approve mock-ups before bulk fixture installation proceeds

Inspections:

o All work shall be subject to inspection by Owner's representative o Coordinate required electrical inspections with local authority having jurisdiction (AHJ) o Correct any deficiencies noted during inspections at no cost to Owner

Defective Work:

o Any defective work, including improper installation or material failure, shall be removed and replaced at no cost to Owner o Defective fixtures shall be replaced with new/retrofit kit or new fixture (not repaired)

As-Built Documentation Package: Subcontractor shall provide the following upon project completion:

o Photographic Documentation:

Representative sample "Before" photos of existing conditions (taken prior to fixture removal)

Representative sample "After" photos showing completed installations All photos shall include date/timestamp o Equipment Information:

Complete schedule of installed fixtures including manufacturer, model number, catalog number, wattage, and quantity by location Copy of all approved submittals Warranty documentation for all products Operation and maintenance manuals for all fixtures and controls

12. M&V Pre- & Post- Installation Measurements General Requirements o Intent:

Subcontractor shall perform, with representatives of the Contractor and Owner present, comprehensive measurement and verification (M&V) of lighting system energy performance through lighting fixture(s) power measurements (watts/fixture) conducted on a statistically valid sample of fixtures both before and after implementation of lighting retrofit improvements specified above.

Simultaneous to the Pre- & Post- power (watts/fixture) measurements, Subcontractor shall perform Pre- & Post- illuminance measurements (footcandles) at designated task areas and throughout the same space as the power measurements, using a calibrated light meter to verify compliance with applicable lighting standards. Measurements (footcandles) shall be taken at finish floor level or specified work plane height and documented with location identifiers for comparison against lighting standard criteria.

o Include all mobilization costs, equipment rental/purchase, calibration certificates, and report preparation.

o Standards Compliance: All measurement and verification (M&V) shall be performed in accordance with:

IPMVP (International Performance Measurement and Verification Protocol) Applicable utility requirements for incentive programs Local energy code requirements

Pre-Installation Baseline Measurement o Timing: Complete all baseline measurements prior to commencement of any retrofit work and submit to Centrix for review by Owner prior to installation.

o Utilize a calibrated TrueRMS watt meter for all electrical power measurements and a calibrated light meter (photometer) for all illuminance measurements. Calibration certificates for all measurement equipment shall be current and provided to Owner upon request.

o Subcontractor shall collect and document the following data during pre-installation measurement phases (See 13. Documentation & Reporting Requirements below) o Photographic documentation of existing conditions

Post-Installation Performance Verification Measurements o Timing: Conduct measurements after completion of retrofit/installation and any required commissioning adjustments and submit to Centrix for Owner review within 30-45 days after retrofit completion.

o Utilize same calibrated TrueRMS watt meter and calibrated light meter used initially for the Pre-Installation phase for taking measurements.

o Subcontractor shall collect and document the following data during post-installation measurement phases in same location(s) as Pre-Installation Baseline Measurements (See 13.

Documentation & Reporting Requirements below) o Photographic documentation of installation/retrofit o All data shall be compiled in a comprehensive report format with pre- (before)-and- post-

(after) comparisons illustrating energy savings/fixture and lighting performance improvements.

o Detailed field data shall be presented to Centrix for owner review, along with the summary of results showing how the sample results were applied to the appropriate full data set.

13. Documentation & Reporting Requirements Subcontractor shall provide Pre- & Post- Installation documentation (within 10 business days of Post-

Installation Performance Verification Measurements) containing the following columns:

o Building name o Fixture(s) location (room number/name) o Pre-Installation Baseline Measurements

Date/Time of measurement(s) Lighting fixture type/description Quantity of lighting fixtures in space/room Lighting fixture(s) wattage Watts/fixture Illumination (footcandles) Lighting controls present and settings Notes Photo Number/Name Cross Reference o Post-Installation Performance Verification Measurements Date/Time of measurement(s) Lighting fixture type/description Quantity of lighting fixtures in space/room Lighting fixture(s) wattage Watts/fixture Illumination (footcandles) Lighting controls present and settings Notes Photo Number/Name Cross Reference

Pre- & Post-installation documentation shall be in CSV/Excel format

All supporting documentation for utility incentive programs

14. Training Operations Training: Upon completion of retrofit work, provide hands-on training to Owner's maintenance staff covering:

o Fixture operation and maintenance requirements o Lamp/LED replacement procedures (if applicable) o Control device operation and adjustment o Troubleshooting common issues o Warranty procedures

Documentation: Provide written operation and maintenance manuals for all installed equipment

15. Project Schedule Schedule Development: Submit detailed project schedule within 5 working days of Notice to Proceed showing:

o Material procurement and delivery o Installation sequence by building and area o Required electrical shutdowns (with advance notice) o Substantial completion date o Final completion and closeout

Coordination: Coordinate all work with Owner's operations to minimize disruption to building occupants

Progress Reporting: Provide weekly progress reports to Owner

16. Payment and…