BPM006903__F_Experience_and_Capacity_Response__1_.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

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.

Arizona State Parks Board

1110 W. Washington Street

Offeror Response:

Evolution Mechanical Services, LLC is the direct successor to the Service Division of Interstate Mechanical Corporation

(IMCOR), one of Arizona’s oldest and most established mechanical contractors. Since its founding in 1974, IMCOR built a five-decade legacy of technical excellence, responsiveness, and integrity in commercial HVAC services throughout the state. In 2024, IMCOR restructured its operations to support future growth and specialization, creating three distinct entities. Evolution Mechanical Services, LLC now serves as the dedicated provider of HVAC maintenance, repair, and emergency services—continuing to operate under the trusted "IMCOR" name.

We offer full-service HVAC solutions backed by over 50 years of operational experience in the healthcare, education, municipal, and commercial sectors. Our capabilities include:

• Preventive and Predictive Maintenance programs tailored to manufacturer specifications, system type, and operational needs

• 24/7/365 Emergency Repair Services with rapid response times and stocked service vehicles to ensure immediate resolution

• Chiller and Cooling Tower Maintenance, including eddy current testing, oil analysis, and full annual teardown inspections

• Pump and VFD Servicing, with detailed documentation and quality assurance reviews

• System Diagnostics and Repairs, including RTUs, VAVs, AHUs, controls, and chilled/hot water loop systems

Our team includes highly trained, EPA-certified technicians - many of whom are factory-trained with extensive experience maintaining advanced systems such as plate heat exchangers, variable frequency drives, and custom air handlers. We leverage a modern service management platform, a fleet of fully stocked service vehicles, and a strong vendor network to ensure the availability of parts and uninterrupted service delivery.

We currently support a wide range of facilities comparable in complexity to those managed by the Arizona Department of

Administration, including multi-building campuses, data centers, and other mission-critical environments. Our familiarity with contract requirements—such as two-hour emergency response windows, detailed maintenance reporting, and strict adherence to safety and regulatory standards—positions us to meet and exceed the expectations outlined in this Scope of

Work.

With the strength of IMCOR’s legacy and the specialized focus of a dedicated service entity, Evolution Mechanical

Services, LLC is uniquely equipped to deliver reliable, responsive, and expert HVAC maintenance and emergency solutions throughout Arizona.

Evolution Mechanical Services, LLC is an Arizona limited liability company. Our headquarters and in-house shop facilities are located at:

1841 E. Washington Street

Phoenix, Arizona 85034

Arizona State Parks Board

1110 W. Washington Street

Our organizational chart as related to this contract is as follows:

Evolution Mechanical Construction, LLC has no potential conflict of interest with any State employee who functions or has responsibilities in the review or approval of the undertaking or carrying out of the Contract.

We have not within the last five years filed (nor had filed against us) any bankruptcy or insolvency proceedings, voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors.

Our company is not involved in any pending or past Securities Exchange Commission investigations.

We have no open or pending litigation initiated either by us, or as a defendant or party in any litigation with either private or public sector clients.

Our company has not had any public sector contracts terminated for cause or convenience in the past five (5) years, nor any criminal or civil offenses.

Arizona Contractors Licenses under which these Services will be performed:

Arizona Registrar of Contractors Licenses – Evolution Mechanical Services, LLC

License No.: Class: Type: Location: Expires:

ROC 349424 C-39 Commercial A/C & Refrigeration Phoenix 01/31/26

ROC 349426 C-45 Commercial Sheet Metal Phoenix 01/31/26

ROC 349689 C-37 Commercial Plumbing Phoenix 01/31/26

ROC 350180 C-4 Commercial Boilers, Steamfitting & Process Piping Phoenix 02/28/26

All contractors licenses are held by Evolution Mechanical Services, LLC.

In addition, please see the Training Program Certification and Universal EPA Certification Documentation for our employees who will be providing HVAC Services under this contract, provided separately as Attachment F, 1.13

Technician Certificate Copies.pdf.

Service Executive Kyle Hatfield

Key Point of Contact

Office Manager Pam Keller

HVAC Service Manager

Ismael Carrillo

HVAC Service Manager

Manny Manejero

Programs Manager

Gerald Lendzion

General Superintendent John Schoellgen

Assistant Project Manager

Blake Dorenbush

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?

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

Evolution Mechanical Services, LLC currently serves clients across a wide range of markets throughout the State of Arizona, with an emphasis on sectors that require consistent, high-quality HVAC performance and rapid emergency response. Our current clients are in markets including:

• Public Sector and Government Facilities

Including state agencies, State and local municipal buildings, and other public and quasi-public facilities requiring compliance with regulatory standards and security protocols.

• Education

Serving K–12 school districts, community colleges, and universities, where maintaining consistent indoor air quality and system reliability is critical for students and faculty.

• Healthcare and Assisted Living

Supporting medical office buildings, outpatient clinics, and assisted living facilities, where system uptime and precise environmental control are essential.

• Commercial and Industrial

Including office complexes, manufacturing facilities, and logistics hubs with large-scale or specialized HVAC systems.

• Data Centers and Critical Infrastructure

Where temperature and humidity control are essential to uninterrupted operations and equipment protection.

Our current service footprint spans urban centers, suburban communities, and rural regions across Arizona, enabling us to deliver consistent, high-quality service wherever our clients operate. Our geographic breath across a full spectrum of commercial sectors positions Evolution Mechanical Service to meet the demanding requirements outlined in Solicitation No. BPM006897 with responsiveness, reliability, and technical expertise.

Arizona State Parks Board

1110 W. Washington Street

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

Evolution Mechanical Services, LLC, as the successor to the Service Division of Interstate Mechanical Corporation

(IMCOR), brings over 50 years of continuous experience serving clients across a wide range of business markets throughout the State of Arizona.

We have extensive experience supporting Arizona-based entities in the following sectors:

• Commercial Office and Real Estate Portfolios – We maintain HVAC systems for multi-tenant buildings, corporate campuses, and property management groups throughout Arizona, ensuring consistent performance, energy efficiency, and tenant comfort.

• Industrial and Manufacturing Facilities – We work with clients in light and heavy manufacturing, warehousing, and distribution to maintain complex mechanical systems that support production processes and controlled environments.

• Healthcare and Medical Office Buildings – Our Arizona-based service teams understand the strict environmental and operational standards required in medical facilities, including outpatient centers, urgent care clinics, and assisted living communities.

• Education and Charter School Systems – We have long-standing relationships with K–12 school districts and charter networks in Arizona, supporting their facility needs with reliable HVAC maintenance and fast emergency response.

• Data Centers and Critical Operations – We support businesses operating data centers and mission-critical infrastructure, where climate control is essential to continuity and equipment protection.

We have collaborated extensively with educational institutions like Pima Community College and Yavapai

Community College and forged strong partnerships with state agencies including AZDOT, AZDOA, AZDES, AZDOC, and others. The nature of our work for such institutions and agencies regularly includes working on multiple projects simultaneously, both at the same location and across multiple locations, working during summer and other breaks, and working under an accelerated schedule in order to maximize work within allotted times.

Other representative clients/contracts include:

Maricopa County Dilkon Medical Center City of Mesa Pensar Academy Grand Canyon University Maricopa Community Colleges City of Apache Junction City of Flagstaff Fire Department CBRE Campus Crossings JLL (Jones Lang Lasalle) YUGO Tucson Campus Honor Health La Paz Regional Hospital

Arizona State Parks Board

1110 W. Washington Street

Our experience also includes navigating Arizona’s specific regulatory requirements and environmental conditions unique to the State—such as extreme heat, dust, and monsoon-related system impacts.

We are proud to be a trusted HVAC service provider for Arizona’s business community and are committed to delivering technical excellence, fast response times, and tailored solutions that meet the unique needs of the

Arizona Department of Administration and its participating agencies.

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

Our company serves clients of all sizes across Arizona, ranging from owners and operators of stand-alone buildings—including individual tenants in such buildings—to large, multi-site organizations. Our client portfolio includes:

• Small-to-Medium Businesses, such as individual medical practices, charter schools, commercial offices, and retail locations. These clients often require dedicated service for rooftop units, split systems, and small-scale chilled water systems.

• Mid-Sized Campuses and Facilities, including K–12 school districts, mid-sized healthcare networks, and local government agencies managing multiple facilities under centralized control.

• Large, Multi-Building Complexes and Enterprise Clients, such as higher education campuses, data centers, industrial parks, and corporate headquarters with extensive HVAC infrastructure, centralized plant systems, and complex scheduling or reporting requirements.

Whether working independently or in collaboration with our sister companies—Evolution Mechanical Projects, LLC and Evolution Mechanical Construction, LLC—we deliver full-scope HVAC services. This includes everything from emergency service calls and long-term maintenance to complete system replacements, retro-commissioning, and ground-up mechanical system installations.

Our team is equipped to manage projects and service needs of all sizes—from rapid-response repairs to multi-phase, large-scale construction efforts. This broad service capacity allows us to support the entire lifecycle of

HVAC infrastructure, delivering flexible, scalable solutions tailored to the unique operational needs and budgets of each client.

With deep technician expertise, robust infrastructure, and a statewide reach, Evolution Mechanical Services provides consistent, high-quality service to both single-site clients and large, distributed organizations throughout

Arizona.

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”.

We have provided two examples of Preventative Maintenance Job Summaries, submitted as attachments:

o Attachment F, 2.4 - Example 1 - Company Experience.pdf o Attachment F, 2.4 - Example 2 - Company Experience.pdf

Arizona State Parks Board

1110 W. Washington Street

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.

No, not applicable

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

The Company is actively involved in several leading industry and professional organizations that support our growth, technical excellence, and business development. Our current associations and areas of engagement include:

• American Subcontractors Association of Arizona (ASA Arizona)

We participate in ASA Arizona to stay actively connected to the subcontractor community and informed about legislative issues that impact our industry. This involvement helps us advocate for fair business practices, labor standards, and risk management policies that benefit our customers, employees and subcontractors.

• Arizona Builders Alliance (ABA)

Through ABA, we gain access to workforce development programs, young executive leadership training, safety resources, and access to industry mentors and peers. ABA also provides valuable networking with general contractors, owners, and trade partners, which enhances collaboration and ensures we are aligned with the latest project delivery expectations across Arizona.

• Synergy Solution Group

As the only Arizona member of this national peer network of best-in-class mechanical contractors, we have access to shared knowledge, operational benchmarking, and collaborative training for both field and office personnel. This gives us direct insight into evolving best practices, service innovations, and business strategy from across the country.

• Construction Financial Management Association (CFMA)

Our participation with CFMA supports our internal leadership and financial teams with ongoing education on construction accounting, risk management, and economic trends. This enables us to manage the Company and its projects more efficiently, transparently, and with long-term fiscal responsibility.

• Mechanical Contractors Association of America (MCAA)

While we are not formal members, we regularly utilize MCAA’s industry resources - particularly its labor cost data and national pricing tools - to support accurate estimating and budgeting. These insights allow us to stay competitive and cost-conscious while maintaining high service standards.

Our involvement in key industry associations provides the Company with direct access to the latest best practices, safety standards, legislative updates, and technical innovations. This participation gives us a competitive edge in several important ways:

Arizona State Parks Board

1110 W. Washington Street

• Continuous Learning & Training

Through organizations like ABA, ASA, and Synergy Solution Group, our technicians, project managers, and leadership team have access to ongoing training and peer benchmarking. This allows us to stay ahead of industry trends and continuously improve our processes, service delivery, and safety performance.

• Enhanced Estimating & Budget Accuracy

By leveraging resources such as MCAA’s pricing tools and industry data, we improve the precision of our estimates and budgeting - ensuring we remain competitive while protecting our clients from unexpected costs and cost overruns.

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.

Offeror Response:

As described above in Section 1, Company Profile/Question 1.1 Brief Company Overview, Evolution Mechanical

Services, LLC is the direct successor to the Service Division of Interstate Mechanical Corporation (IMCOR), which was founded in 1974. In early 2024, IMCOR restructured its business operations to support strategic growth and specialization. As part of this reorganization, Evolution Mechanical Services, LLC was formed to continue providing HVAC maintenance, repair, and emergency services under the well-known "IMCOR" name.

Because Evolution Mechanical Services, LLC was newly established in Q2 of 2024, separate and standalone financial statements specific to Evolution were not maintained prior to that time. For 2023 and the first quarter of

2024 (Q1 2024), the financial information relevant to these operations resides within the financial statements of the Service Division of Interstate Mechanical Corporation.

Provided documents include:

• Attachment F Confidential Supplement 1.0 - FYE 2023 IMCOR Reviewed Stmt 12.31.23

• Attachment F Confidential Supplement 1.1 - 12 Mos 2023 Financials Service HVAC Breakout

• Attachment F Confidential Supplement 2.0 - Interim Financial Statement 12.31.24

• Attachment F Confidential Supplement 2.1 - 2024 Interstate Financials Ended 3.31.24 Service HVAC

Breakout

• Attachment F Confidential Supplement 2.2 - 2024 Evolution Financials 9 Mos Ended 12.31.24 Service

HVAC Breakout

• Attachment F Confidential Supplement 0.0 (Financial) IMCOR Corporate Structure Letter 6-4-24

Arizona State Parks Board

1110 W. Washington Street

These Service Division financials reflect the same operational activities, client base, staffing, and service capabilities that Evolution Mechanical Services, LLC has inherited and continues to provide.

Therefore, to demonstrate our financial stability and operational history, we are submitting the Service Division financial statements for 2023 and Q1 2024. Separate Evolution Mechanical Services, LLC financial records are available beginning with Q2 2024 and are included as applicable.

This approach ensures full transparency and provides a complete and accurate picture of the financial condition and history of the business operations relevant to this Solicitation.

Our 2023 Financial Statements have been reviewed by the Accounting Firm of Baker Tilly USA, LLC. Our 2024

Financial Statements have not yet been reviewed, but the Company attests that it is not aware of any inaccuracy in the 2024 Financial Statements.

The 2023 Financial Statement was prior to activity in Evolution Mechanical Services, LLC – please refer to the provided IMCOR Corporate Structure letter dated June 4, 2024, from Gallagher & Kennedy, P.A.

There have been no irregularities discovered in any accounts maintained by the 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.

Contractor License copies are attached, as well as Technician Certifications.

Attachment F, 1.12 AZROC Contractor License Copies.pdf

Attachment F, 1.13 Technician Certificate Copies.pdf