Bid 19-14 Royal Oak High School Vertical Platform Lift Modernization 06-10-19 (1).pdf

Royal Oak School District

Request for Proposal June 12, 2019

The Royal Oak School District (also referred to the District or ROSD in these documents) will accept sealed bids for:

The removal of the existing and installation of new vertical platform lifts at the Royal Oak High School as described in the attached specifications. Sealed bids are due no later than 10:30AM Friday June 28, 2019.

A pre-bid meeting will be held on Wednesday June 19, 2019 at 9:00AM at Royal Oak High School. Meet at the front office. Bid documents are available online by going to the District’s web site, www.royaloakschools.org and clicking on District/Departments/Finance and Current Bids.

Bidders are encouraged to visit the site.

Sealed bids should be submitted to Ms. Kathy Abela, Royal Oak School District, 800 Devillen, Royal Oak, MI 48073. Bids are to be submitted no later than 10:30AM Friday June 28, 2019. The District will not consider or accept a bid received after the date and time specified for bid submission. Bids will be publicly opened immediately following the close of receiving bids. No oral, email, telephonic or telegraphic proposals shall be considered.

The Board of Education reserves the right to accept or reject any or all bids in whole or in part; or, for reasons of establishing uniformity, delivery time or preference, to award the contract to other than the low bidder.

The contents of RFP and Bidder’s (also referred to as Contractor in these documents) Proposal will become contractual obligations, if a contract ensues. Failure of the Bidder to accept these obligations will result in cancellation of the award. Award of a contract by the District is subject to the Contractor executing a Contract, which shall incorporate the contents of this RFP and the Contractor’s Proposal and final approval if the same by the District’s legal counsel.

In compliance with MCL 380.1267, the bid shall be accompanied by a sworn and notarized statement disclosing any familial relationship that exists between the owner or any employee of the bidder and any member of the board, or the superintendent of the school district. The bid shall also be accompanied by a sworn and notarized statement disclosing whether the bidder is an Iran Linked Business in compliance with PA 517 of 2012. The Board shall not accept a bid that does not include these sworn and notarized disclosure statements.

Certified check or Bid Bond must accompany each proposal by an approved surety company in an amount not less than 5% of the proposal amount. All bids shall be firm for at least sixty (60) days from the date of opening of bids. Length of time required for completion shall be specified in the bid.

All bids submitted must meet or exceed all specifications herein.

Bids are to be submitted on our Bid Proposal Form, signed by the bidder, in a sealed envelope clearly marked. Two (2) copies of the Bid Proposal Form should be addressed to the attention of:

Ms. Kathy Abela Royal Oak School District 800 Devillen Royal Oak, MI 48073

“Vertical Platform Lifts Project- BID”

One (1) copy of the bid form should be retained for your files. Any questions should be referred to Michelle Kerns, Owner’s Representative, 248-921-3929 or Michael Hanson, Lerch Bates, 312-339-4595.

ROYAL OAK SCHOOL DISTRICT Business Office Page 2 Elevator Project – Bid

INSTRUCTIONS TO BIDDERS

GENERAL CONDITIONS:

1. Proposal/Intent

Furnish materials and labor to provide all materials and installation associated with the attached drawings and specifications.

Manufacturers’ numbers are shown for convenience in identifying items.

Manufacturers’ description constitutes requirements for each such item or component.

Use of Manufacturers’ numbers and other requirements set forth in Specifications are not intended to preclude use of any other approved manufacturer’s products or procedures which may be equivalent, solely as determined by the Owner, but are given for the purpose of establishing standards for design, function and quality of materials, construction and workmanship.

2. Types of Proposals

See bid proposal form.

3. Receipt of Bids

Bids will be received at Royal Oak School District Administration Building located at 800 Devillen, Royal Oak MI at 10:30AM Friday June 28, 2019. Bids will be publicly opened at this time. The District will not consider or accept a bid received after the date and time specified for bid submission. No oral, telephonic or telegraphic proposals shall be considered.

4. Bidders’ Qualifications

Bidders shall be able to demonstrate the following:

Shall be reputable, recognized organization with at least five (5) years successful experience on work of this type and scope, of equal or better quality than this project.

The District, as part of the bidder’s qualifications, can include as part of the criteria for determining which vendor to recommend to the Board, information on whether the vendor or the owner is a taxpayer in the District (local vendor consideration). The bid form has a place for the bidder to indicate if they fall within this criterion. If necessary, the District will ask for information documenting this bidder’s status after the bid opening.

5. Warranty

Contractor shall warranty materials and installation of all components for a period of 18 months from date of acceptance by the owner of job completion.

6. Project Meeting

Pre-job conference to be scheduled within five (5) days after award, to be determined by Michelle Kerns, Owner’s Representative at (248) 921-3929.

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7. Work Schedule

Project Start: ASAP Completion: Not after August 26, 2016 Work Hours: 7:00 AM to 4:00PM Monday through Friday

Failure to close out the punch list within thirty (30) days of the project’s end shall result in a penalty of $500 per day.

8. Clean-up and Disposal

The Contractor shall be responsible to clean-up all debris and dispose of it off-site. This MUST BE DONE DAILY. If the District has to clean up after contractors, there will be a $500 per event fee in addition to disposal costs.

9. Damage Repair

A survey of the site will be conducted, and documented by the contractor, to determine current site conditions. The contractor shall be responsible to repair any damage to the site, which occurs during this project.

Contractors and their Sub Contractors shall park their work vehicles in the area(s) designated for parking. Contractors and their Sub Contractors shall not park or drive on sidewalks or grassy areas. There will be a $500 fee assessed for any vehicles that are documented to be parking on sidewalks or grassy areas.

10. Submittal of Bid

Before submitting a bid, bidders shall carefully read all of the specifications in order to avoid omission or duplications. To ensure a complete project, bidders shall visit the premises, verify site conditions and conditions under which work under the contract must be conducted. Submission of a bid signifies that the bidder has visited the project premises, has made examinations and verifications and is fully conversant with all conditions under which the work is to be performed. No claims for additional compensation will be considered or paid to the successful bidder, due to said successful bidder’s failure to be so informed.

Any exceptions to the terms and conditions contained in this RFP or the form Contract attached to this RFP, if there is one attached, or any other special considerations or conditions requested or required by the bidder MUST be specifically enumerated by the bidder and be submitted as part of its Proposal, together with an explanation as to the reason such terms and conditions of this RFP or form of Contact cannot be met by, or in the bidder’s opinion should not be applicable to, the bidder. The bidder shall be required and expected to meet the specification and the requirements as set forth in this RFP and the form of Contract in their entirety, except to the extent exceptions or special considerations or conditions are expressly set forth in the bidder’s Proposal and those exceptions or special considerations or conditions are expressly accepted by the District.

Bids shall be submitted in duplicate on forms provided by the District and shall be delivered in a sealed, opaque envelope clearly marked as to the contents to the attention of:

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Ms. Kathy Abela Royal Oak School District 800 Devillen Royal Oak, MI 48073 – Vertical Platform Lifts Project - BID

11. Familial Relationship

All bidders must provide familial disclosure in compliance with MCL 380.1267 and attach this information to the bid. The bid shall be accompanied by a sworn and notarized statement disclosing any familial relationship that exists between the owner or any employee of the bidder and any member of the board or the superintendent of the school district. The District shall not accept a bid that does not include this sworn and notarized disclosure statement.

12. Iran Economics Sanctions Act

Each bid must be accompanied by a sworn and notarized statement certifying that the Contractor is not an “Iran linked business” within the meaning of the Iran Economic Sanctions Act, PA 516 of 201.

13. Withdrawal of Bids

Any bidder may withdraw his bid at any time prior to the scheduled time for receipt of bids. No proposals may be withdrawn for at least sixty (60) days after the scheduled closing time of the bid.

14. Firm Prices

Prices and notations must be typed or in ink. No erasures are permitted.

Mistakes may be crossed out and corrections entered and initialed, in ink, by the person signing the proposal.

In the event of discrepancy between the unit price and the extension, the UNIT PRICE SHALL GOVERN. The price inserted must be net including all freight, discounts, rebates, and allowances.

15. Permits, Fees, Regulations and Taxes

The Contractor shall obtain and pay for all permits, assessments, fees, bonds, and other charges as necessary to perform and complete the work of this contract, including disconnection charges, capping and unplugging utilities.

The Contractor shall be responsible for obtaining all permits and licenses necessary for the proper completion of project. Permits and licenses are available from the appropriate agencies having jurisdiction. The Contractor shall give all notices, pay all fees and comply with all laws, ordinances, rules and regulations bearing on the work.

At the completion of the project, the contract will provide to the District all paperwork related to the full execution of the permits(s), including all payments and inspections.

If any of the work of the Contractor is done contrary to such laws, ordinance rules and regulations without such notice, he shall bear all costs arising therefrom.

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The Contractor shall include all cost and taxes in its bid, and make proper provisions for payment of all other State and Federal applicable taxes, fees or other costs.

The District is NOT automatically exempt from State of Michigan Sales and Use Taxes. The District must pay these taxes when materials are to be incorporated into realty. Hence, for materials that are permanently attached, built-in, incorporated or otherwise made part of the structure all applicable taxes shall be paid by the Contractor. The District is exempt from sales and use taxes if the materials are movable and are not permanently made part of the structure.

16. Delivery/Installation

Time of delivery is part of the consideration. It is understood that the bidder agrees to deliver prepaid to the schools, specified from the resulting contract, all items. All cost of delivery, drayage, freight, packing, unpacking, and setup are to be included in the prices bid.

The Contractor is responsible for removing from the project all waste materials and rubbish resulting from his operations and installation including all packing cartons and debris. Removal is to occur on a daily basis. Failure to do so will result in the Owner doing so and the cost thereof shall be charged to the Contractor as a deduction in his contract price.

The Contractor shall provide an adequate number of qualified, experienced installers, in harmony with other works at the site.

17. Bonds

Bid Bond or certified check, for an amount not less than five (5%) percent of the amount of the bid, must accompany each bid. The check or bond of each unsuccessful bidder will be returned within ten (10) days after the bid is awarded.

Failure of any accepted bidder to enter into a contract to complete the specified work may forfeiture of his bid security. Failure to submit proper bid security shall constitute rejection of bid.

Performance Bond/Payment Bond

Within fourteen (14) days after date of issuance of written notice of selection for the award of a contract, which shall be considered as the notice to proceed, the successful bidder shall enter into a contract with the Owner and shall execute and file with the Owner, the following in the amount 100% equal to full contract sum.

The Performance Bond must insure the faithful performance of all provisions of the contract and satisfactory completion of the specified work, within the time agreed upon.

The Payment Bond must insure the payment and protection of claimants supplying labor or materials to the principal contractor or his subcontractors in the prosecution of the work provided for in the contract. The successful contractor’s bond company must be listed by the State of Michigan as a licensed carrier and have an excellent or superior rating from AM Best Company.

18. Prevailing Wage

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This is not a prevailing wage project.

19. Safety

Under the “General Conditions of the Contract for Construction” of the contract to be awarded, the Contractor;

a) shall be solely responsible for and have control over construction means, methods, techniques, sequences and procedures;

b) shall be responsible for initiating, maintaining, and supervising all safety precautions and programs in connection with the performance of the contract;

c) shall take reasonable precautions for safety of all persons who may be affected, including employees of the Contractor and Subcontractor; and

d) shall have an accident prevention representative at the site.

The general conditions of the contract for construction and the agreement also require that the Contractor indemnify the Owner in the event of certain claims arising out of the performance of the work.

See specific requirement from RTA specification for added safety requirements.

20. Insurance Requirements

The Contractor shall protect, defend and indemnify the Owner, its officers, agents, servants, volunteers, and employees from any and all liabilities, claims, liens, demands, and costs of whatsoever kind and nature which may result in injury or death to any persons, and for any result in injury or death to any person, and for loss or damage to any property, including property owned or in the care, custody, or control of the Owner in connection with or in any way incident to or arising out of the occupancy, use, with this Agreement resulting in whole or in part from negligent acts or omissions of the Contractor, any Subcontractor, or any employee, agent or representative of the Contractor or any Subcontractor.

The Contractor shall maintain, at its expense, during the term of this contract the following insurance:

a. Worker’s Compensation Insurance with statutory limits and Employer’s Liability Insurance with a minimum limit of $1,000,000 each occurrence.

b. Comprehensive General Liability Insurance with a minimum combined single limit of $1,000,000 per occurrence, $1,000,000 aggregate, in the same amount made for bodily injury and property damage. The policy is to include products and completed operations, cross liability, broad form property damage, independent contractors, and contractual liability coverage. The policy shall be endorsed to provide sixty (60) days written notice to the District of any material change of coverage, cancellation, or non-renewal of coverage.

c. If Subcontractors are likely to be used, the Comprehensive General Liability policy shall include coverage for independent Contractors.

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d. Owner’s Contractor’s Protective Policy-comprehensive in the name of the Owner, with a minimum combined single limit of $1,000,000 per occurrence in the same amount for bodily injury or property damage.

e. Automobile Liability insurance covering all owned, hired, and non-owned vehicles with personal protection insurance and property insurance to comply with the provisions of the Michigan no-fault Insurance Law, including residual liability insurance with a minimum combined single limit of $1,000,000 each occurrence of bodily injury and property damage.

f. All insurance policies shall be issued by companies licensed to do business in the State of Michigan. The companies issuing the policies must be domestic (on-shore) companies and have an A rating by AM Best.

g. The Contractor shall be responsible for payment of all deductibles contained in any insurance policy required in this contract.

21. Compliance with School Safety Initiative Legislation

Meeting the requirements of the School Safety Initiative Legislation, being MCL 380.1230, 380.1230a, 380.1230c, 380.1230d and 380.1230g.

The Bidder acknowledges and agrees that the Bidder will have any and all of its installation personnel (including sub contractors) subjected to criminal history and background checks. Personnel that fall into this group will be working on District premises for more than one continuous week. Criminal history and background checks will be done within a year of the beginning of the project and should be completed before worked begins on this project.

The Bidder is required to provide written documentation listing all personnel who fall into the group indicated in the above paragraph. The documentation will also verify that none of the personnel have a “listed offense” as indicated below. This documentation is to be provided before the beginning of the project and updated as necessary for any additions or subtractions from the list as long as the project lasts.

The Bidder shall indemnify, defend and hold the District, its employees, Board of Education, and each member thereof, agents and consultants, harmless from and against any and all claims, counter-claims, suits, debts, demands, actions, judgments, liens, liabilities, costs, expenses, including actual attorneys fees and actual expert witness fees, arising out of or in connection with any violation of, or the Bidder’s failure to comply with the above paragraphs.

The Bidder shall be responsible for all costs and expenses associated with the above-required criminal history and background checks.

LISTED OFFENSES

1. MCL 750.145a - Accosting, enticing or soliciting child (less than 16 years of age) for immoral purposes.

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2. MCL 750.145b - Accosting, enticing or soliciting childe (less than 16 years of age) immoral purposes – second or subsequent offenses.

3. MCL 750.145c - Involvement in child sexually abusive activity or material, including possession of child sexually abusive material (“child” is a person less than 18 years of age who has not been legally emancipated.)

4. MCL 750.158 - Crime against nature (i.e., sodomy and beastiality) if the victim is an individual less than 18 years of age.

5. A third of subsequent violation of any combination of the following:

a. MCL 750.167(1)(f) - indecent or obscene conduct in a public place;

b. MCL 750.335a - indecent exposure;

c. A local ordinance of a municipality substantially corresponding to a section described in (a) or (b), supra.

6. Except for juvenile disposition or adjudication, a violation of:

a. MCL 750.338 - gross indecency between males; fellatio or masturbation;

b. MCL 750.338a - gross indecency between females; oral sex;

c. MCL 750.338b - gross indecency between male and female persons;

if the victim is an individual less than 18 years of age.

7. MCL 750.349 - Kidnapping, if victim is an individual less than 18 years of age.

8. MCL 750.350 - Kidnapping; child under 14 years of age with intent to detain or conceal from child’s parent or legal guardian.

9. MCL 750.448 - Soliciting or accosting by a person 16 years of age or older, if victim is an individual less than 18 years of age.

10. MCL 750.455 - Pandering

11. MCL 750.520b - First degree criminal sexual conduct.

12. MCL 750.520c - Second degree criminal sexual conduct.

13. MCL 750.520d - Third degree criminal sexual conduct.

14. MCL 750.520e - Fourth degree criminal sexual conduct.

15. MCL 750.520g - Assault with intent to commit criminal sexual conduct.

16. Any other violation of a law of the state or a local ordinance of municipality that by its nature constitutes a sexual offense against an individual who is less than 18 years of age.

17. MCL 750.10a - Offense by sexually delinquent person (i.e., “any person whose sexual behavior is characterized by repetitive or compulsive acts which indicate a disregard of consequences or the recognized rights of others, or by the use of force upon another person in attempting sexual relations of either a heterosexual or homosexual nature, or by the commission of sexual aggressions against children under the age of 16”).

18. An attempt or conspiracy to commit an offense described in (1) through (17).

19. An offense substantially similar to an offense described in (1) through (17) under a law of the United States, any state, or any country or any tribal or military law.

22. Termination by the District for Convenience

The District may, at any time, terminate the Contract for the District’s convenience and without cause.

Upon receipt of written notice from the District of such termination for the District’s convenience, the Contractor shall:

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(1) Cease operations as directed by the District in the notice;

(2) Take actions necessary, or that the District may direct, for the protection and preservation of the Work; and

(3) Except for Work directed to performed prior to the effective date of termination stated in the notice, terminate all existing subcontracts and purchase orders and enter into no further Subcontracts and purchase orders.

23. Bids, Notifications, Claims and Statements shall be signed as follows:

Corporations; Signature of officials shall be accompanied by a certified copy of resolution of the Board of Directors authorizing the individual signing to bind the corporation. Affix official corporate seal.

Partnerships; Signature of official shall be accompanied by a certified copy of the Power of Attorney authorizing the individual signing to bind all partners.

24. Owner Is An Equal Opportunity Employer

The Owner is an Equal Opportunity Employer. Pursuant to the Executive Order 11246 as amended, you are advised that under the provisions of this order, Contractors and Subcontractors are obligated to take affirmative action to provide equal opportunity without regard to race, creed, color, national origin, age or sex.

25. Michigan Right to Know Law

Royal Oak School District will comply with the Michigan Right to Know Law by informing Contractors of hazardous chemicals to which they may be exposed.

All Contractors will be required to provide Material Safety Data Sheets for any hazardous chemicals brought to the workplace. The Contractor shall comply with all applicable provisions of the Occupational Safety and Health Act for the duration of the specified work.

26. Asbestos Hazard Emergency Response Act

As required by the Environmental Protection Agency Asbestos Hazard Emergency Response Act, each school district is responsible for providing contractors with information regarding locations of known or assumed asbestos containing material prior to the Contractor entering a building under the school district’s jurisdiction. The successful bidder will be required to complete the school district’s Contractor Notification forms.

27. Notification of Assumed Lead-Containing Materials

The intent of this section is to formally notify all Contractors and Sub-Contractors applying for or bidding on work covered within this specification that, due to the age of the facilities within this District, there is the presumption that building components do contain lead-based paint pursuant to OSHA definition. The District has not conducted lead-based paint inspections. As a result, all Contractors and Sub-Contractors bidding must assume that building components do contain lead-based paint.

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Furthermore, all awarded Contractors and Sub-Contractors shall be responsible to comply with all applicable Federal and Michigan State lead regulations including, but not limited to, 29 CFR Part 1926.62 of the OSHA Lead Construction Standard, (Part 603 of the Michigan State Standards). All costs associated with regulatory compliance shall be borne by the Contractor and/or Sub-Contractor.

28. General Conditions

The District reserves the right to accept or reject any or all proposals, to waive irregularities, and to accept a proposal which, in the District’s opinion, is in the District’s best interest.

The District reserves the right to declare as non-responsive, and reject, any bid which is incomplete or where material information requested in not furnished, or where indirect or incomplete answers or information is provided.

In the event, the Administration Building is closed due to unforeseen circumstances on the day Proposals are due, Proposals will be due at the same time on the next day that the District and/or the Administration Building is open.

Negligence in preparation, improper preparation, errors in, or omissions from, proposal shall not relieve a bidder from fulfillment of any and all obligations and requirements of the proposed Contract Documents.

The District expects that the awarded bidder will complete the work as outlined in the specifications for the amount bid by the bidder. Any additional costs above the amount bid and awarded, must be approved by the District in advance of any work.

Voluntary alternates for bids are acceptable but should NOT be put in the space for the Base Bid on the Bid Response Form but on an attached sheet, clearly labeled Voluntary Alternative. Such Alternates should be described in enough detail for the District to understand the Bidder’s intent.

Owner may choose to conduct testing to verify correct products and installation.

If the materials and installation are found not to be per spec, owner will require subsequent tests to be performed by Owners testing company at contractors expense.

Any exceptions to the terms and conditions contained in this RFP or any special considerations or conditions requested or required by the Contractor MUST be specifically enumerated by the Contractor and be submitted as part of its Proposal, together with an explanation as to the reason such terms and conditions of this RFP cannot be met by, or in the Contractor’s opinion should not be applicable to, the Contractor. The Contractor shall be required and expected to meet the specifications and the requirements as set forth in this RFP in their entirety, except to the extent exceptions or special considerations or conditions are expressly set forth in the Contractor’s Proposal and those exceptions or special considerations or conditions are expressly accepted by the District.

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No responsibility shall attach to the District, or the authorized representatives of either one, for the premature opening of any proposal, which is not properly addressed and identified.

The Contract Documents, as outlined in the executed Agreement, shall imply the inclusion of the entire agreement between the parties thereto, and the Contractor shall not claim any modification thereof resulting from any representation or promise made at any time by an officer, agent or employee of the District or by any other person.

If there is an issue with subcontractor and contractor which results in a legal preceding which is not tied to the performance of ROSD or its staff, contractor to pay any time spent by ROSD.

29. Opening and Awarding of Bids

Bids will be publicly opened at the Royal Oak School District Administration Office, 1123 Lexington Boulevard, Royal Oak, MI 48073 at 10:30 Friday, June 28, 2019.

The recommendation for award will be submitted to the Board of Education at the regular Board of Education Meeting to be held on July 18, 2019.

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See drawings and specifications posted to ROSD website.

TECHNICAL SPECIFICATIONS:

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CONSTRUCTION BID DISCLOSURE STATEMENT – FAMILIAL RELATIONSHIP

Pursuant to MCL 380.1267, a sworn and notarized statement disclosing any familial relationship that exists between the owner or any employee of the bidder and any member of the Royal Oak School District Board or the Royal Oak School District Superintendent must be accompanied with the bid. Bids without this disclosure statement will not be accepted.

The members of the Royal Oak School District Board are: Gary Briggs, Deborah Anderson, Marty Cardamone, Jeff Brinker, Carrie Beerer, Maryanne VanHaitsma, Allison Sykes

The Royal Oak School District Superintendent is: Mary Beth Fitzpatrick

€ The Following are the familial relationships:

€ There are none.

STATE OF MICHIGAN )

) ss

COUNTY OF_____________)

The undersigned, authorized representative of bidder (insert name) __________________ does hereby acknowledge that bidder has read the foregoing disclosure statement and the statements herein contained are true.

Signature of Bidder Representative

Print Name

Title

Subscribed and sworn to before me this _____day of ___________________, Notary Public, ______________County, Michigan My commission expires: ____/____/________

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AFFIDAVIT OF COMPLIANCE – IRAN ECONOMIC SANCTIONS ACT

Michigan Public Act No. 517 of 2012

The undersigned, the owner or authorized officer of the below named contractor (the “Contractor”), pursuant to the compliance certification requirement provided in the Royal Oak School District (the “School District”) Request For Proposals For the removal of the existing and installation of new vertical platform lifts at the Royal Oak High School (the “RFP”), hereby certifies, represents and warrants that the Contractor (including its officers, directors and employees) is not an “Iran linked business” within the meaning of the Iran Economic Sanctions Act, Michigan Public Act No. 517 of 2012 (the “Act”), and that in the event Contractor is awarded a contract as a result of the aforementioned RFP, the Contractor will not become an “Iran linked business” at any time during the course of performing the Work or any services under the contract.

The Contractor further acknowledges that any person who is found to have submitted a false certification is responsible for a civil penalty of not more than $250,000.00 or 2 times the amount of the contract or proposed contract for which the false certification was made, whichever is greater, the cost of the School District’s investigation, and reasonable attorney fees, in addition to the fine. Moreover, any person who submitted a false certification shall be ineligible to bid on a request for proposal for three (3) years from the date the it is determined that the person has submitted the false certification.

CONTRACTOR:

Name of Contractor

By:

Its:

Date:

STATE OF )

)ss.

COUNTY OF ____________ )

This instrument was acknowledged before me on the _____ day of ____________, 2014, by __________________________.

, Notary Public

______________ County, __________

My Commission Expires:___________

Acting in the County of :___________

8850374.1 31354/151790

LERCH BATES INC. VPL

Elevator Consulting Group REQUEST FOR QUOTATION

SECTION 00020

TABLE OF CONTENTS

PART 1 GENERAL

1.01 PROJECT: ELEVATOR MODERNIZATION

1.02 CONTRACT DOCUMENTS

1.03 CONSTRUCTION SCHEDULE

1.04 SEALED QUOTATION

1.05 NOTICE OF INTENT TO SUBMIT A QUOTATION

1.06 OPENING

1.07 QUOTATION

1.08 PURCHASER’S RIGHTS

1.09 INVITED CONTRACTORS

June 10, 2019 ©2019 Lerch Bates Inc.

00020 - 1 ROYAL OAK HIGH SCHOOL

LB PROJECT NO. 0100021807

SECTION 00020

REQUEST FOR QUOTATION

PART 1 GENERAL

1.01 PROJECT: ELEVATOR MODERNIZATION

Two (2) Vertical Platform Lifts

A. Lerch Bates Inc. has been authorized by Royal Oak Schools to invite your firm to submit a quotation for:

1. All engineering, labor, materials, transportation, services, and equipment necessary and reasonably incidental to perform work required by Contract Documents.

2. Warranty preventive maintenance.

1.02 CONTRACT DOCUMENTS

A. One (1) set of Contract Documents are provided for your use.

B. Make inquiries to Michelle Kerns, Owner’s Representative, (248) 921-3929 or Mike Hanson, Lerch Bates Inc., (312) 39-4595.

C. Permission to review existing equipment and site conditions shall be secured from Patrick Murphy at (248) 321-7462.

1.03 CONSTRUCTION SCHEDULE

A. See Section 00310, “Quotation Form” for project schedule.

1.04 SEALED QUOTATION

A. Quotations will be received until 10:30 AM prevailing local time on June 28, 2019, in sealed envelope addressed and identified as follows. Refer to the Royal Oak School District Request for Proposal.

B. Quotations must be submitted on form provided as a part of Contract Documents, Section 00310. Quotations shall be subject to all requirements of Contract Documents, site conditions, General Conditions, Supplementary, and Special Conditions, and any other documents issued in connection with project. All blank spaces and questions on the quotation form must be completed and/or responded to. Failure to comply will constitute a non-responsive submittal.

C. If Contractor desires to furnish items differently than specified, Contractor shall submit substitution as an alternate quotation. Contractor shall supply Consultant with information in regard to proposed substitution of components or materials. Consultant shall decide whether the Contractor’s substitution is equivalent to that specified. Deviation from requirements of Contract Documents shall be stated, in writing, in Contractor’s transmittal letter submitted with quotation.

00020 - 2 ROYAL OAK HIGH SCHOOL

1.05 NOTICE OF INTENT TO SUBMIT A QUOTATION

A. Quotations have been invited from a limited number of pre-approved Contractors.

Contractors, having reviewed Contract Documents and site conditions, who elect not to provide a quotation, shall notify Consultant no later than seven (7) working days prior to quotation due date. Failure to submit a quotation without prior notice will be construed as justifiable cause for elimination of such Contractor for future consideration.

1.06 OPENING

A. Opening of quotations will be a public bid opening. Contractor selection will be based upon the following criteria:

1. Cost of required work.

2. Cost of warranty maintenance.

3. Completion schedule.

4. Contractor’s successful completion of similar projects and track record in the general location of project.

5. Contractor’s maintenance capability in the general location of the project.

1.07 QUOTATION

A. All quotations shall be firm. Escalation will not be permitted if Contract is awarded within 90 days from quotation due date.

B. If award is deferred beyond 90 days, Contractors’ quotations shall be subject to adjustment to reflect changes in the cost of labor and material.

1.08 PURCHASER’S RIGHTS

A. Purchaser reserves right to reject any or all quotations, to accept other than lowest quotation, and to waive any formality in connection with opening and award of Contract.

1.09 INVITED CONTRACTORS

A. Contractor shall be prepared to provide evidence of experience, qualifications, and financial ability to carry out requirements of Contract Documents.

B. If Contractor’s contact person is other than indicated below, Contractor shall notify Consultant within five (5) days of receipt of this Request for Quotation.

Company Elevator Service Inc.

Address 817 Ottawa Avenue NW

Grand Rapids, MI 49503

Phone Number 616.235.4332

Contact Person Mark Pierson

Company KONE

Address 5300 Clay Avenue SW

Grand Rapids, MI 49548

Phone Number 616.534.3300

Contact Person JJ Loew

00020 - 3 ROYAL OAK HIGH SCHOOL

Company MEI-Detroit

Address 12499 Belden Ct.

Livonia, MI 48150

Phone Number 248.486.4017

Contact Person Jerry Solomon

Company Otis

Address 3765 Broadmoor Ave SE

Grand Rapids, MI 49512

Phone Number 616.975.3022

Contact Person Tom Lingress

Company Schindler Elevator Corporation

Address 4740 Talon Ct SE #1

Grand Rapids, MI 49512

Phone Number 517.719.5518

Contact Person Alan Pawlowski

Company thyssenkrupp

Address 5169 Northland Drive NE

Grand Rapids, MI 49525

Phone Number 616.447.8148

Contact Person Jake French

END OF SECTION

Elevator Consulting Group INSTRUCTIONS TO CONTRACTOR

SECTION 00100

PART 1 - GENERAL

1.1 EXAMINATION

1.2 EXISTING MAINTENANCE CONTRACT

Elevator Consulting Group INSTRUCTIONS TO CONTRACTOR

00100 - 1 ROYAL OAK HIGH SCHOOL

LB PROJECT NO.0100021807

SECTION 00100

INSTRUCTIONS TO CONTRACTOR

PART 1 - GENERAL

1.1 EXAMINATION

A. In order to discover and resolve conflicts or lack of definition which might create problems, Contractor must review Contract Documents, existing site conditions, and existing equipment specified to be retained for compatibility with its product prior to submitting quotation. Site review shall include, but not be limited to adequacy of access, retained equipment, hoistways, pits, overhead clearances, electrical power characteristics, structural supports, etc. Investigation and structural calculations required to determine compliance of existing components with ASME A18.1 are responsibility of Contractor. Attach specific, written exception and/or clarification with quotation. Compliance with all provisions of Contract Documents is assumed and required in absence of written exception. If written exception is acceptable to Contractor and Consultant, an Addendum to the specifications will be issued. Purchaser will not pay for change to building structure, structural supports, mechanical, electrical or other systems required to accommodate Contractor’s equipment.

B. Submission of quotation is considered evidence that Contractor has visited and is conversant with the site facilities, site conditions, requirements of the Contract Documents, pertinent state and local codes, state of labor and material markets, and has made due allowance in his quotation for all contingencies.

Should Contractor’s investigation of site conditions or local codes or rules reveal requirements contrary to Contract Documents, or if Contractor finds any discrepancies or omissions from Contract Documents, or if Contractor is in doubt as to their meaning, they shall contact the Consultant for clarification at least five working days prior to quotation due date.

C. No oral explanation will be made and no oral instructions will be given before quotation due date.

Contractor shall act promptly and allow sufficient time for a reply to reach him before submission of his quotation. Any required interpretation or supplemental instructions will be issued in the form of an addendum to the specifications and forwarded to all pre-qualified Contractors.

D. Provide everything necessary for and incidental to the satisfactory completion of work required by Contract Documents. All required preparations and hoisting and movement of new equipment, reused equipment, or removal of existing equipment shall be the responsibility of Contractor.

1.2 EXISTING MAINTENANCE CONTRACT

A. Purchaser shall affect cancellation of existing Maintenance Contract.

Elevator Consulting Group SUPPLEMENTAL CONDITIONS

SECTION 00800

PART 1 GENERAL

1.01 DEFINITION OF TERMS

1.02 CONSULTANT’S STATUS

1.03 CONTRACT

1.04 MEASUREMENTS AND DRAWINGS

1.05 CODES AND ORDINANCES

1.06 CONTRACTOR’S INSURANCE

1.07 PURCHASER’S INSURANCE

1.08 TAXES, OLD AGE PENSIONS AND UNEMPLOYMENT INSURANCE

1.09 LABOR LAWS

1.10 PATENTS

1.11 ASSIGNMENTS

1.12 ADVERTISING

1.13 PROTECTION OF WORK AND PROPERTY

1.14 ACCIDENT REPORTS

1.15 STORAGE OF MATERIALS

1.16 REMOVAL OF EQUIPMENT AND RUBBISH

1.17 MATERIALS AND WORKMANSHIP

1.18 SUPERVISION

1.19 ROUTINE BUSINESS

1.20 CHANGES AND EXTRA WORK

1.21 PAYMENTS

1.22 PAYMENT WITHHELD

1.23 LIENS AND AFFIDAVITS

1.24 CLAIMS FOR EXTRA COST

1.25 DELAYS AND EXTENSION OF TIME

1.26 PERMITS

PART 2 SPECIAL CONDITIONS

2.01 PROGRESS OF WORK

© 2019 Lerch Bates Inc.

00800 - A1 ROYAL OAK HIGH SCHOOL

SECTION 0800

SUPPLEMENTAL CONDITIONS

PART 1 GENERAL

1.01 DEFINITION OF TERMS

A. Term ELEVATOR CONSULTANT or CONSULTANT as used herein, refers to Lerch Bates Inc., (Lerch Bates).

B. PURCHASER as used herein refers to Royal Oak School District.

C. The term CONTRACT or CONTRACT DOCUMENTS as used herein consists of the Agreement, Conditions of Contract, Specifications, Addenda, Drawings if included, and Alternates if accepted.

D. CONTRACTOR or ELEVATOR CONTRACTOR, as used herein, refers to any persons, partners, firm, or corporation having a contract with Purchaser to furnish labor and materials for the execution of work required.

E. CONTRACT AWARD as used herein refers to Purchaser’s verbal or written award for work required.

F. SUBCONTRACTOR, as used herein, refers to any persons, partners, firm, or corporation having a contract with Contractor to furnish labor and materials for the execution of work required.

G. As used in these Contract Documents “provide” shall be understood to mean “furnish and install.”

H. As used in these Contract Documents “retain or reuse existing” shall be understood to mean restore existing components or parts to like-new condition.

I. Words in the singular shall include the plural whenever applicable or context so indicates.

J. All technical terms in these Contract Documents have their definition given in latest edition of American National Standard Safety Code for Elevators, Dumbwaiters, Escalators and Moving Walks ASME A17.1. and A17.2.

1.02 CONSULTANT’S STATUS

A. Consultant shall act as Purchaser’s and/or Building Management’s representative on all matters pertaining to required work. Consultant shall interpret Contract Documents, analyze Contractor’s quotations, review Contractor suggested alternates, review all submittals of Contractor, approve billings, review technical details and construction procedure, perform work progress reviews and review and test completed work for compliance with Contract Documents prior to acceptance of work by Purchaser.

B. Field Review Scheduling: Schedule progress and final work reviews with Consultant.

Reply promptly, in writing, to corrective work indicated on Consultant’s progress and/or final review reports, indicating status, and schedule for completion. Consultant anticipates

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scheduled site review appointments will be met. Contractor’s price will be reduced to reimburse Consultant at its normal billing rates for appointments not kept or for additional follow up reviews required due to Contractor’s gross non-compliance with previous review requirements.

1.03 CONTRACT

A. Contract includes all engineering, labor, tools, and material required to complete the work in every respect. Contractor is cautioned to familiarize itself with existing site conditions and to include all incidental work which might occur or be required during the work. After Contract has been awarded, verbally or in writing, no extra charges will be allowed for any labor or material necessary to complete required work whether exactly described in these specifications herein or not, as long as such work, labor, and material are required to accomplish desired effect and results.

B. Any discrepancies or ambiguities found in Contract Document or drawings shall be reported to the Consultant prior to Contractor’s quotation submittal.

C. If there is a conflict between the Lerch Bates supplemental conditions and the Royal Oak School District Request for Proposal, the Royal Oak School District Request for Proposal document takes precedence.

1.04 MEASUREMENTS AND DRAWINGS

A. Drawings or measurements included with Contract Documents are for convenience of Contractor. Complete responsibility for detailed dimensions lies with Contractor.

Contractor shall verify all dimensions with the actual on site conditions. Where work of Contractor is to join another trade, Contractor’s shop drawings shall show actual dimensions and method of joining work of those trades.

1.05 CODES AND ORDINANCES

A. All work covered by these Contract Documents is to be done in full accord with national code, state and local codes, ordinances, and elevator safety orders as are in effect at time of Contract award. All requirements of local Building Department and fire jurisdiction are to be fulfilled by Contractor and its Subcontractors. Also see Section 01040, Article 1.01.

1.06 CONTRACTOR’S INSURANCE

A. Contractor shall take out and maintain during the life of this Contract Worker’s Compensation Insurance with statutory limits set by the State of Michigan laws for protection of its employees.

B. Contractor shall carry a comprehensive general liability policy including completed operations blanket contractual broad form property damage and Purchaser’s and Contractor’s protective liability in a casualty or liability insurance company acceptable to Purchaser. Insurance policy shall fully protect Contractor, its Subcontractors, Purchaser, and Consultant from all loss and liability.

C. Prior to commencing work, Contractor shall secure required insurance, at its sole cost, and submit certificate of confirmation naming indemnified parties as additional insured. Said policies, including an endorsement which states that such insurance will not be cancelled or materially changed unless Purchaser is given thirty (30) days notice, in writing, of the intention of said insurer to cancel or change any such policy. In the event Property is

00800 - A3 ROYAL OAK HIGH SCHOOL

owned by a joint venture or other multi-party entity, all joint venture partners or parties with an equity interest in the ownership shall be named as additional insureds. Contractor’s insurance shall be primary to any applicable loss. With Purchaser’s prior approval, an Owners & Contractors Protective Liability (OCPL) Policy may be substituted for commercial general liability coverage. Following are minimum insurance coverage requirements:

Type Of Insurance Coverage Amount

Workers’ Compensation and Occupational Disease

Statutory Limits

Employer’s Liability (Including Occupational Disease Coverage)

$1,000,000

Commercial General Liability, Including Operations, Contractual, And Completed Operations Coverages, Occurrence Basis

$1,000,000 Combined Single Limit For Bodily Injury And Property Damage

Commercial Automobile Liability Covering Owned, Non-Owned And Hired Vehicles Used In The Performance Of The Services

$1,000,000 Combined Single Limit For Bodily Injury And Property Damage

D. Contractor shall file with Purchaser a certificate of insurance from its insurance company, stating that such insurance is being carried and that Purchaser will be notified at least 10 days prior to any cancellation of said insurance.

1.07 PURCHASER’S INSURANCE

A. Purchaser’s insurance policy covers work and equipment in place in building and approved and accepted by Consultant and Purchaser. All material and equipment stored on site and not actually installed is not included in Purchaser’s policy and such material and equipment shall be covered under Contractor’s Property Damage Insurance.

1.08 TAXES, OLD AGE PENSIONS AND UNEMPLOYMENT INSURANCE

A. Contractor’s quotations for required work, materials and equipment shall include all local, state and federal occupational and sales taxes, luxury taxes, excise taxes, federal and state old age pensions, unemployment insurance contributions, and any other similar taxes and contributions in effect at time of award of Contract (verbally or in writing). Contractor shall be liable for aforementioned taxes whether or not specifically included in his quotation or in final Contract Document. In event additional sales or use taxes are imposed after award of Contract, such sales or use taxes are to be paid, in addition to original Contract amount, by Purchaser to Contractor, who in turn is to pay them to proper authorities. Reciprocally, if any of above mentioned taxes or contributions in effect at time of award of Contract should be revoked before consummation of Contract, Contractor shall rebate Purchaser amount of taxes included in original quotation and Contract. Where required by law, amount of the tax is to be specifically stated in Contractor’s quotation; however, failing to do so will not relieve Contractor from responsibility for assumption of these taxes.

1.09 LABOR LAWS

A. Contractor and its Subcontractors performing work under this Contract shall comply with applicable provisions of all federal, state, and local labor laws.

00800 - A4 ROYAL OAK HIGH SCHOOL

1.10 PATENTS

A. Contractor shall save and hold harmless Purchaser and its officers, agents, servants, employees, and Consultant from liability of any nature or kind on account of any patented or unpatented invention, process, article, or appliance manufactured or used in performance of Contract, including its use by Purchaser including all cost and expenses for defending any suits unless otherwise specifically stipulated in Contract Documents.

B. Licenses which may be required for completion of required work are to be obtained and paid for by the Contractor.

1.11 ASSIGNMENTS

A. Neither party to this Contract shall assign Contract or sublet it as a whole without written consent of other party, nor shall Contractor assign any payment due him or to become due to him hereunder without previous written consent of Purchaser.

1.12 ADVERTISING

A. Advertising privileges will be retained by Purchaser. It is the duty of Contractor to keep premises free from posters, signs, decorations, etc., unless specifically approved by Purchaser.

1.13 PROTECTION OF WORK AND PROPERTY

A. Contractor shall continuously maintain adequate protection of all its work from damage and shall protect Purchaser property from injury or loss arising out of this Contract.