BPM006903__F_Experience_and_Capacity_Final.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 – Lee Collins Air

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:

Lee Collins Air Conditioning Company located at 8927 N 2nd Way, Phoenix, AZ (incorporated in Phoenix, AZ), hereafter referred to LCAC, is a family-owned and operated business committed to providing quality HVAC products and services, new system installations, routine maintenance of existing HVAC products as well as recommendations for system upgrades since 1955.

Arizona State Parks Board 1110 W. Washington Street

To date:

1. We have no potential conflict with our organization and any state official overseeing this RFP or scope of work.

2. We’ve never experienced any bankruptcy filings

3. We’ve never had any Security Exchange Commission investigations

4. We have no open/pending litigation

5. We have no public sector cause for termination issues.

6. We never been terminated for cause or convenience on any public sector contracts

7. We’ve never been involved in any criminal or civil offense.

LCAC’s mission is to provide quality service and products at a competitive price with the intent of growing its footprint within the state of Arizona. The company’s core values are embedded in communication, commitment to our community, quality of work, and empowerment of our employees. In addition to having high expectations from the top down, management expertise ranges from 10+ yrs. to 40+ yrs. of business experience.

Organizational Chart:

Arizona State Parks Board 1110 W. Washington Street

Contractors Licenses for Commercial & Residential Service:

Arizona State Parks Board 1110 W. Washington Street

Business License:

Arizona State Parks Board 1110 W. Washington Street

Articles of Incorporation:

Arizona State Parks Board 1110 W. Washington Street

EPA Certificates: All technicians have one on file

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:

Lee Collins Air Conditioning (LCAC) was established in 1955 and has been in the Metro Phoenix marketplace. For over 60 years, Lee Collins has been providing both residential and commercial customers with the service, installation and preventative maintenance of HVAC units, mini splits, and evaporative coolers. Their client base includes customers in construction, property management, commercial, state government, as well as residential customers. In recent months, we’ve taken on some specialty work in the Tucson and Flagstaff areas.

Customers such as Woodbridge Interiors, Medford Knives, BPR Construction, and Management Trust, are among our current customers with many of them requiring service and preventative maintenance on a recurring basis.

The size and scope of our customer base ranges from small business to multi-location facilities within the metro Phoenix area.

For the most part our core customer base has continued to do business with us throughout the years. We offer fair and competitive pricing, quality work, and feel ongoing communication is at the core of our relationships. In addition, we do very little advertising assisting us with keeping our costs competitive.

Most of our current contracts are within the construction installation division of our company. We’ve never been removed or not able to complete any installation that has a contract. Our preventative maintenance agreements are not legal contracts, they are simply agreements identifying the annual cost to maintain equipment at any given site based on the customer’s frequency and scope of work. Cancellation of the agreement can be made in writing with 30-day notice.

Most of our new business is gained from word of mouth as well as the federal and state opportunities that we have pursued. Our involvement in trade or professional associations has been limited over the years, and honestly, not significant in bringing us new business.

See Attachment – BPM006903_F_Experience_and_Capacity_Response_Attachment - Company Experience to answer question 2.4.

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

Arizona State Parks Board 1110 W. Washington Street 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.

Offeror Response:

Our financial statements are internally prepared by our accounting team, and our federal and state taxes our prepared and filed by our 3rd party CPA.

See Attachment – BPM006903_F_FY2022_2023 Financials

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.

Offeror Response:

See Section 1 of Attachment F – Experience and Capacity Response for (also included in Attachment I_Organizational Profile):

1. Business License

2. Subcontractors License

3. Articles of Incorporation/AZ Corporate Commission docs

4. EPA Cards of Service/Estimate team – all of our service techs have one on file in our office.