_BPM006903_Attachments_-_F_Experience_and_Capacity_.pdf

Request for Proposal

Solicitation No. BPM006903

HVAC: Repairs, Service, Maintenance and Emergency Services

Arizona State Parks Board 1110 W. Washington Street

Suite 100 Phoenix, Arizona 85007

Solicitation Attachment – Experience and Capacity Response | Revision No. 1 | Revised 11-22

Attachment F – Experience and Capacity Response- David Youkhanna

THE STATE MAY DETERMINE YOUR PROPOSAL NON-RESPONSIVE IF YOU DO NOT FULLY RESPOND.

The Offeror shall provide a narrative response to each section that demonstrates their understanding of the Scope of Work requirements and describes the company’s overall experience and capacity in providing the Services stated in this Solicitation. If there is a section that is not applicable to the Services required by the Scope of Work, you may mark it “N/A”.

Offeror shall provide a response either after each section or in a separate document entitled: “Attachment - Experience and Capacity Response.” If a separate document is used, please clearly designate each section and double-check to ensure that each question has been answered. If any information provided is considered CONFIDENTIAL by Offeror, the information must be specifically included in the Confidential Information Designation Attachment and related documentation to be assessed for confidential treatment under A.A.C. R2-7- 103.

1.0 Company Profile. The Offeror must include a narrative description of its organization. The narrative must include the following:

1.1 Brief overview of business operations, with an emphasis on experience in regards to the Scope of Work;

1.2 Location in which the Offeror is incorporated;

1.3 Address of “Main Office” (e.g. Corporate Headquarters and any satellite offices responsible for performance of proposed tasks;

1.4 Offeror's organizational chart relevant to the Contract, specifically identifying the key point of contact for all questions related to the submitted Offer;

1.5 Full disclosure of any potential conflict of interest between the Offeror and any State employee who functions or has responsibilities in the review or approval of the undertaking or carrying out of the Contract;

1.6 A Statement of whether, in the last five (5) years, the Offeror has filed (or had filed against it) any bankruptcy or insolvency proceeding, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors, and if so, an explanation providing relevant details and current status;

1.7 A Statement of whether there are any pending Securities Exchange Commission investigations involving the Offeror, and if such are pending or in progress, an explanation providing relevant details and an attached opinion of counsel as to whether the pending investigation(s) may impair the Offeror’s performance in a Contract under this Solicitation;

1.8 A Statement documenting all open or pending litigation initiated by Offeror or where Offeror is a defendant or party in any litigation that may have a material impact on Offeror’s ability to deliver the contracted Services;

1.9 A Statement documenting all open or pending litigation initiated by Offeror or where Offeror is a defendant or party in any litigation with a public sector client;

1.10 Full disclosure of any public sector contracts terminated for cause or convenience in the past five (5) years;

1.11 Full disclosure of any criminal or civil offense;

1.12 Offeror shall provide evidence of any Arizona required business license to provide these Services; AND

1.13 Offeror shall provide copies of any professional or industry certifications that represent the Services detailed in this Solicitation.

Offeror Response:

Attachment – Experience and Capacity Response

1.0 Company Profile

1.1 Our company is a licensed HVAC contractor specializing in chiller services including replacement, maintenance, and chemical treatment. We have extensive experience servicing commercial buildings, high-rises, school districts, and

Arizona State Parks Board 1110 W. Washington Street universities across Arizona. Our clients include Arizona State University (ASU), Northern Arizona University (NAU), office buildings, and various franchises.

1.2 Incorporated in the State of Arizona.

1.3 Main Office: 756 N. Monterey St Gilbert, AZ 85233

1.4 Our organizational structure supports project execution with experienced technicians and project managers. David Youkhanna, Project Manager – Sales, will be the key point of contact. And office number for services calls is

1.5 There are no known conflicts of interest between our company and any State of Arizona employee involved in this contract.

1.6 No bankruptcies or insolvency proceedings filed or initiated within the past five (5) years.

1.7 No pending or ongoing SEC investigations.

1.8 No open or pending litigation that may impact on our ability to perform under this contract.

1.9 No open or pending litigation with any public sector client.

1.10 No public sector contracts have been terminated for cause or convenience in the past five (5) years.

1.11 No criminal or civil offenses have been recorded against our company.

1.12 We hold a valid Arizona business license to perform HVAC services. [Attach a copy.]

1.13 We maintain industry-standard certifications including EPA certification, Arizona Registrar of Contractors license, and safety training certifications. See attached copies.

Arizona State Parks Board 1110 W. Washington Street

2.0 Company Experience

2.1 What market(s) are your current clients primarily in?

2.2 What experience do you have serving clients in business markets within the State of Arizona?

2.3 What is the range in size of your current clients?

2.4 Provide two (2) examples that exhibit your experience with Materials or Services for clients relevant to the Scope of Work? Provide supporting documentation as a separate attachment and title the document: “Attachment - Company Experience”.

2.5 In the last five (5) years, did any of your clients cancel their contracts with your company? If “yes”, why? Please provide as much detail as possible.

2.6 With what relevant trade and/or professional associations are you involved? How does this participation give you an advantage over your competition?

Offeror Response:

2.1 Our current clients are primarily in the commercial, education, municipal, and industrial markets.

2.2 We have over 20 years of experience serving clients throughout Arizona, including high-rise office buildings, public schools, universities such as ASU and NAU, and government facilities.

2.3 Our client’s range in size from small retail franchises to large universities and multi-story commercial complexes.

2.4 Example 1: We performed a full chiller system replacement and chemical treatment at a multi-building ASU campus facility, including coordination with campus utilities and minimal system downtime.

Example 2: We completed comprehensive HVAC maintenance and treatment services for a large Phoenix-area school district, covering over 20 buildings.

Supporting documentation is included in the attached document titled: “Attachment - Company Experience”.

2.5 No clients have canceled contracts with us in the last five (5) years.

2.6 We are active members of the Arizona Heat Pump Council and the Air Conditioning Contractors of America (ACCA).

Thru Union pipeline. These associations keep us up to date with industry standards, codes, and innovations, giving us a competitive edge through training access, safety programs, and technical resources.

Arizona State Parks Board 1110 W. Washington Street

3.0 Financial/Accounting Information

Offeror must provide evidence of financial stability and capability to fund all costs associated with providing the relevant Materials or Services throughout the term of the Contract. The latest two (2) years audited annual financial statements including total revenue, net income, and total assets must be submitted with the Offeror’s proposal. If audited financial data is unavailable, explain in full, the reason and provide the latest non-audited financial information including but not limited to balance sheet, income statement, as well as statements of cash flows, and change in financial position. Include information to attest to the accuracy of the information provided.

Offeror shall provide information regarding any irregularities that were discovered in any accounts maintained by the Offeror on behalf of others. Describe the circumstances and disposition of the irregularities.

Our company maintains stable financial health and has the capacity to fund all costs associated with providing HVAC materials and services for the duration of the contract.

Audited financial statements are not available; however, we are providing our most recent two years of non-audited financial data, including our balance sheets, income statements, statements of cash flows, and changes in financial position. These documents are internally prepared and reviewed by our accounting team, and we attest to their accuracy.

There have been no irregularities discovered in any accounts maintained by our company on behalf of others.

4.0 Certificates/Licenses

Submit copies of all applicable certificates and licenses that support Offeror’s ability to provide the proposed Materials or Services. At a minimum, this shall include all certifications and licenses referenced in the Solicitation Attachment - Organization Profile.

Our company holds all required certifications and licenses to perform HVAC services in Arizona, including:

EPA 608 Certification (Technicians)

Business License issued by the State of Arizona

OSHA Safety Training Certifications.