Elevator_Inspections_and_Consulting_Services_(Addendum_#1_Revision).pdf

Mayor Chief Procurement Officer Buddy Dyer David Billingsley, CPSM, C.P.M.

INVITATION FOR BID (IFB)

IFB24-0564

ELEVATOR INSPECTIONS AND CONSULTING SERVICES

The City of Orlando Procurement and Contracts Division has implemented an electronic bidding system to streamline solicitation responses.

CITY OF ORLANDO PROCUREMENT AND CONTRACTS SITE

https://www.orlando.gov/Our-Government/Departments-Offices/OBFS/Procurement

City of Orlando

INVITATION FOR BID (IFB)

ELEVATOR INSPECTIONS AND CONSULTING SERVICES

TABLE OF CONTENTS

1. INTRODUCTION

2. GENERAL INFORMATION

3. SUBMITTALS

4. SCOPE OF WORK

5. STANDARD TERMS AND CONDITIONS

6. SPECIAL TERMS AND CONDITIONS

7. ELECTRONIC PRICING FORM(S) INSTRUCTIONS

8. VIRTUAL OPENING

9. VENDOR QUESTIONNAIRE

10. PRICING PROPOSAL

Attachments:

A - Exhibit 1 - City Locations and Elevator Types

Elevator Inspections and Consulting Services

1. INTRODUCTION

1.1. Summary

The City of Orlando (referred to as “City”) seeks to establish a service contract with a qualified Contractor to perform elevator safety inspections, test witnessing, consulting, and audit services to be completed as required by the State of Florida.

1.2. Contact Information

Direct all questions and inquiries to the following:

Cindy Jordan, C.P.M.

Purchasing Agent III

400 South Orange Ave

Orlando, FL 32801

Email: cynthia.jordan@orlando.gov

Phone: (407) 246-2367

Department:

Facilities Management

1.3. Timeline

Issue Date September 26, 2024 mailto:cynthia.jordan@orlando.gov tel:(407)246-2367

Pre-Bid Conference (Non-

Mandatory)

October 2, 2024, 2:30pm

JOIN THE VIRTUAL PRE-BID

CONFERENCE.

Microsoft Teams meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU

5ZS00MGUzLTkxZDAtYmE3YzhiODIwNG

Nl%40thread.v2/0?context=%7b%22Tid%2

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22e07fe6eb-066d-4d58-bf29-

814dacdc86bc%22%7d

Dial in by phone

+1 321-247-7568,,489116293# United

States, Orlando

Find a local number

Phone conference ID: 489 116 293#

Join on a video conferencing device

Tenant key: cityoforlando@m.webex.com

Video ID: 115 135 247 9

Cut-off date for Questions by

Bidder

October 7, 2024, 5:00pm https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTE4M2NhZTctOWU5ZS00MGUzLTkxZDAtYmE3YzhiODIwNGNl%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d mailto:cityoforlando@m.webex.com

Bid Due Date and Time October 17, 2024, 2:00pm

JOIN THE VIRTUAL BID OPENING

Microsoft Teams meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUw

My00ZTJmLTg4M2MtNGYwZTY2OWU3O

WNk%40thread.v2/0?context=%7b%22Tid

%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%

22e07fe6eb-066d-4d58-bf29-

814dacdc86bc%22%7d

Dial in by phone

+1 321-247-7568,,274024362# United

States, Orlando

Find a local number

Phone conference ID: 274 024 362#

Join on a video conferencing device

Tenant key: cityoforlando@m.webex.com

Video ID: 111 642 651 5 https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2EzYjczM2QtMjUwMy00ZTJmLTg4M2MtNGYwZTY2OWU3OWNk%40thread.v2/0?context=%7b%22Tid%22%3a%227594da9b-294b-4acf-913b-d159ae921564%22%2c%22Oid%22%3a%22e07fe6eb-066d-4d58-bf29-814dacdc86bc%22%7d mailto:cityoforlando@m.webex.com

2. GENERAL INFORMATION

2.1. SOLICITATION INFORMATION

The City’s Procurement and Contracts Division is the official source to obtain information relating to City of Orlando procurements. It is incumbent on the Respondent to obtain current response/submittal and award information prior to and after the scheduled opening date of a solicitation. Information is updated as it becomes available. An award, or recommendation of award, may be made at any time after the scheduled opening date of a solicitation. You may obtain award and other solicitation information in a variety of ways, such as:

• Solicitation documents are available for download from the City's e-Procurement

Portal ("Portal"):

You may access solicitation information by visiting the City’s Portal by clicking on the following link: https://procurement.opengov.com/portal/orlando

• You may also contact the Procurement and Contracts Division at (407) 246-2291 or visit us during normal business hours, to obtain award information and other documents at:

City of Orlando

Procurement and Contracts Division

400 South Orange Avenue, Fourth Floor

Orlando, Florida 32801

Please remember, email notification is provided as a courtesy to our Respondents, but it is the Respondent's responsibility to check with the City of Orlando’s Portal at:

https://procurement.opengov.com/portal/orlando for current solicitations and other procurement information.

We appreciate your interest in doing business with the City of Orlando.

2.2. CONTRACT TERM

It is the intent of the City to award a Contract for a one (1) year term to begin upon approval and execution by the City. The Contract may, by mutual assent of the parties, be renewed for four (4) additional twelve (12) month periods or portions thereof, up to a cumulative total of sixty (60) months.

2.3. SCHEDULE

The Timeline Section of this solicitation contains the scheduled calendar of events with important dates and times for this Solicitation. Dates and times are subject to change by the City’s Chief Procurement Officer (CPO) or designee, at their sole discretion. If the

Procurement and Contracts Division determines that it is necessary to change these https://procurement.opengov.com/portal/orlando https://procurement.opengov.com/portal/orlando dates or times prior to the Solicitation Due Date, the change will be announced via an addendum.

2.4. PRE-SOLICITATION CONFERENCE

The purpose of a Pre-Solicitation Conference is to review and discuss the solicitation (and any addenda) as published. A representative from the Procurement and Contracts

Division and a technical representative from the using department will be present to discuss the solicitation.

3. SUBMITTALS

Respondents are solely responsible for ensuring that their submittals are complete, uploaded and submitted in the e-procurement Portal by the Due Date and time. The City shall not be responsible for any submission delays or failures caused by any occurrence. Respondents are expected to examine this solicitation, specifications, associated drawings, if any, and all instructions. Failure to do so will be at the

Respondent's risk.

Each Respondent shall furnish the information required on each response/submittal form and each accompanying sheet thereof on which an entry is made.

The following items must be completed and uploaded as part of your electronic submittal and are contained in the Vendor Questionnaire Section. Failure to complete and return required forms may result in your bid being deemed non-responsive and not considered for award.

A. Pricing - All prices shall be entered online through the City's e-Procurement portal.

B. Attachment A - References. This form must be downloaded, completed, and uploaded as a part of the submittal.

C. Attachment B -Respondent's Certification Form. This form must be downloaded, completed, signed, notarized, and uploaded as a part of the submittal.

D. Attachment C - Contract and Acceptance Form. This form must be downloaded, completed, signed, notarized, and uploaded as a part of the submittal.

E. Attachment D - Conflict of Interest Disclosure Form. This form must be downloaded, completed, signed, and uploaded as a part of the submittal.

F. Attachment E - Confidential and/or Proprietary Information Exemption Form.

This form must be downloaded, completed, signed, scanned, and uploaded as a part of the submittal.

G. Attachment F - Minority/Women-Owned Business Enterprise Participation Form.

This form must be downloaded, completed, and uploaded as a part of the submittal.

H. Attachment G - Veteran Business Enterprise Participation Form. This form must be downloaded, completed, and uploaded as a part of the submittal.

I. Copy of Respondent's current W-9 is to be signed and uploaded as a part of the submittal.

J. Bid Security, if applicable.

K. Proof of insurance - If applicable, please refer to Section 5 – Insurance

Requirements

Respondents shall register on the City’s e-Procurement Portal. Once registered, Respondents may view and click "Follow" to be a Prospective Respondent for this solicitation and will appear on the Follower’s list. Respondents that fail to Follow this project will not receive automated Addenda notifications, nor will they be able to submit a response in the Portal, and therefore will be unable to participate, nor be considered for this solicitation. Respondents must click “Draft Response” to properly begin and submit a response in the Portal.

The City will accept responses to this solicitation electronically via the e-Procurement

Portal until 2:00 PM on Thursday, October 17, 2024. Responses received after the scheduled due date and time for submission will not be accepted. Responses submitted in any other format other than via the City's e-Procurement Portal, including but not limited to, hard copy (mailed or hand delivered), facsimile, or emailed submittals, will not be accepted, nor considered. The scheduled due date and time for submission will be scrupulously observed.

Neither the City, nor the Software Administrator will be held responsible for untimely submissions due to personal or company internet or hardware limitations, settings or restrictions, internet speed, power outage, network connection, use of a malfunctioning electronic device, or the like. Respondents shall be solely responsible for ensuring the capability of their computer system while responding to this solicitation, and for the stability of their internet service. Uploading large documents may take significant time depending on the size of the file(s) and the Internet connection speed that the

Respondent is using to submit a response. Failure of the Respondent to successfully submit an electronic response before the deadline indicated herein shall be at the

Respondent’s sole risk, and no relief will be given for late and/or improperly submitted response. Once file(s) have been uploaded and the Submission Status shows as

“Submitted” the submission is complete. At that point, the Respondent will also receive an email confirmation from the Portal.

Respondents may withdraw their submittal electronically via the Portal at any time prior to the scheduled due date and time for submission.

4. SCOPE OF WORK

4.1. INTRODUCTION

The City of Orlando (referred to as “City”) seeks to establish a service contract with a qualified Contractor to perform elevator safety inspections, test witnessing, consulting, and audit services to be completed as required by the State of Florida. These services are to be performed on elevators, escalators, and wheelchair lifts operated by the City.

This IFB does not include elevator maintenance and repair work as the City has a current

Contractor (referred to as “Maintenance Contractor”) that performs these services. The

Bidder for this IFB must be an independent third-party company, certified as an elevator inspector and have completed the required training as per the State of Florida to provide elevator inspections and consulting Work as outlined in the specifications herein. The

Bidder shall not be affiliated in any way with the Elevator “Maintenance Contractor”.

4.2. DEFINITIONS, REGULATIONS AND REFERENCE GUIDES

A. State of Florida (DBPR) Department of Business and Professional Regulation

Bureau of Elevator Safety http://www.myfloridalicense.com/DBPR/elevator-safety/ - Bureau of Elevator Safety http://www.myfloridalicense.com/DBPR/elevator-safety/licensing/ - Elevator Licensing and Renewals http://www.myfloridalicense.com/DBPR/elevator-safety/statutes-rules/ - Elevator Safety

(Statutes and Rules) http://www.myfloridalicense.com/DBPR/building-code-administrators-and-inspectors/ -

Building Code Administrators and Inspectors http://www.myfloridalicense.com/DBPR/building-codes-and-standards/ - Building Codes and Standards

B. Florida Statutes Chapter 399, Florida Elevator Safety Act http://www.flsenate.gov/laws/statutes/2019/chapter399

399.061 - Inspections; service maintenance contracts; correction of deficiencies

C. FDLE = Florida Department of Law Enforcement https://www.f+dle.state.fl.us/

D. CEI = Certified Elevator Inspector http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCod e=2104&XACT_DEFN_ID=7875

E. QEI = Qualified Elevator Inspector http://www.myfloridalicense.com/DBPR/elevator-safety/ http://www.myfloridalicense.com/DBPR/elevator-safety/licensing/ http://www.myfloridalicense.com/DBPR/elevator-safety/statutes-rules/ http://www.myfloridalicense.com/DBPR/building-code-administrators-and-inspectors/ http://www.myfloridalicense.com/DBPR/building-codes-and-standards/ http://www.flsenate.gov/laws/statutes/2019/chapter399 https://www.f+dle.state.fl.us/ http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCode=2104&XACT_DEFN_ID=7875 http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCode=2104&XACT_DEFN_ID=7875 http://www.naesai.org/qei-certification

F. CET = Certified Elevator Technician http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCod e=2103&XACT_DEFN_ID=7892

G. CC = Certificate of Competency http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCod e=2103&XACT_DEFN_ID=789

H. NAESA International = National Association of Elevator Safety Authorities http://www.naesai.org

I. NAEC = National Association of Elevator Contractors http://www.naec.org

J. ANSI = American National Standards Institute http://www.ansi.org

K. ASME = American Society of Mechanical Engineers http://www.asme.org

ASME A17.1 - 2016 / CSA B44-16 Safety Code for Elevators and Escalators

ASME A17.2 - 2017 Guide for Inspection of Elevators, Escalators and Moving Walks

ASME A17.3 - 2017 Safety Code for Existing Elevators and Escalators

ASME A18.1 - 2017 / B355-15 Safety Standard for Platform Lifts and Stairway Chairlifts

ASME QEI-1 -2018 Standard for the Qualification of Elevator Inspectors

L. NFPA = National Fire Protection Association (Codes and Standards) http://www.nfpa.org/Codes-and-Standards/All-Codes-and-Standards/List-of-Codes-and-

Standards

M. OSHA = Occupational Safety and Health Administration http://www.osha.gov/

N. NIOSH = National Institute for Occupational Safety and Health http://www.cdc.gov/niosh/about/default.html

O. ICC = International Code Council http://www.iccsafe.org

P. Florida Building Codes http://www.naesai.org/qei-certification http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCode=2103&XACT_DEFN_ID=7892 http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCode=2103&XACT_DEFN_ID=7892 http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCode=2103&XACT_DEFN_ID=789 http://www.myfloridalicense.com/CheckListDetail.asp?SID=&xactCode=1030&clientCode=2103&XACT_DEFN_ID=789 http://www.naesai.org/ http://www.naec.org/ http://www.ansi.org/ http://www.asme.org/ http://www.nfpa.org/Codes-and-Standards/All-Codes-and-Standards/List-of-Codes-and-Standards http://www.nfpa.org/Codes-and-Standards/All-Codes-and-Standards/List-of-Codes-and-Standards http://www.osha.gov/ http://www.cdc.gov/niosh/about/default.html http://www.iccsafe.org/ http://codes.iccsafe.org/category/Florida?year[]=Current+Adoption&page=1

4.3. REQUIREMENTS AND SUBMITTALS

A. Minimum Requirements - The Bidder shall meet the following Minimum

Requirements as outlined below. Include the requested documents with bid submittal. Additional documents may be attached, as needed, to outline that you have met these requirements.

1. The Bidder shall be actively in business and have performed elevator inspection and consulting services during the last five (5) years. NOTE: Include verifiable references on Attachment A.

2. The Bidder shall demonstrate that they are certified and registered with the State of

Florida to perform elevator inspection and consulting services and have completed the necessary training. NOTE: Include documentation with bid submittal that demonstrates that your company has met this requirement.

B. Certifications - The bidder's employees shall have the following completed certifications as listed below. Include current copies of all completed certifications with bid submittal.

1. Certified Elevator Inspector (CEI) as required by the State of Florida DBPR Bureau of Elevator Safety.

2. Qualified Elevator Inspector (QEI) from an agency accredited by ASME QEI-1

Standard, as required by the State of Florida. NAESA International is accredited by

ASME.

3. Certified Elevator Technician (CET) as required by the State of Florida DBPR Bureau of Elevator Safety.

4. Completed the Certificate of Competency (CC) training as required by the State of

Florida DBPR Bureau of Elevator Safety.

C. Additional Documents - Bidder to include these additional documents with bid submittal:

1. Include a copy of a sample “audit report” used by the Bidder on a similar project. An audit report outlines when maintenance, repairs, inspections, and testing were performed on an elevator equipment. It also notates any deviations found and corrective measures required to be in compliant with all applicable local, county, state, federal laws and ordinances.

http://codes.iccsafe.org/category/Florida?year%5b%5d=Current+Adoption&page=1

2. Include a copy of a sample “scheduling and tracking system” used by the Bidder on a similar project. This system is used for the Inspection and Witnessing of Tests processes that ensures that these procedures are being conducted in a timely manner.

4.4. TECHNICAL REQUIREMENTS

A. General

The Contractor shall furnish all labor, supervision, materials, equipment, supplies, tools, transportation, tolls, and disposal fees necessary to complete the Work as specified in this solicitation.

B. Locations

Refer to Exhibit 1 for a list of City locations and Elevator types. The City may execute an

Amendment to this Contract for new elevators/locations at its discretion.

C. Regulations and Certifications

The Contracor and its employees (Working under this Contract) shall possess and maintain all current permits, licenses, certifications, etc. and comply with all applicable local, county, state, federal laws and ordinances pertaining to, or regulating this service.

The City reserves the right to request additional documents from the Contractor to ensure that all licenses, permits and certifications remain current during the term of this Contract.

D. Work Hours

Work is typically scheduled during normal business hours, unless otherwise instructed by

City’s Representative. Normal business hours are defined as 8:00 a.m. to 5:00 p.m. local time, City of Orlando, Monday through Friday, excluding City recognized holidays*. All

Work shall be approved and coordinated by the City’s Representative, prior to commencement of Work.

*City Holidays are: New Year’s Day, Martin Luther King Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas

Eve, and Christmas Day.

E. Annual Safety Inspections

1. The Contractor shall perform annual safety inspections on all elevators, escalators and wheelchair lifts pursuant to Florida Statutes 399.061 (1) (a), ASME A17.1 and its latest addenda, and all other applicable statutes, laws and regulations.

2. The Contractor shall schedule all inspections with the City’s Representative where the elevator equipment is located.

3. The Contractor shall schedule all witnessing of test procedures with the Maintenance

Contractor and thereafter notify the City’s Representative of the date and time inspections and witnessing of tests were completed. Approval by the City’s Representative will be dependent upon the activities being conducted at the City facility at which the tests or inspections are scheduled for.

4. Annual Safety Inspections is to include the following in the Unit Price on the Bid Pricing

Table:

A. Initial site visit to review each elevator’s equipment prior to the inspection initiation.

B. State of Florida Safety Code Inspection.

C. State of Florida Safety Code Witnessing of Test Procedures.

D. All re-visits for the completion of the inspection.

E. Final review of the inspection with the City’s Representative upon completion of the inspection activities.

F. Performed by the City

1. At the time of each elevator inspection, the City’s Representative will provide access to the machine room.

2. The City will contact the Maintenance Contractor to ensure that there will be at least one (1) person from their staff to assist the Contractor with the inspections and test witnessing. The Maintenance Contractor will open the elevator components, so the

Contractor has access to all these areas.

3. Any associated costs for the services provided by the Maintenance Contractor will be paid by the City.

G. Processing of Elevator Inspection Reports

Upon completion of a State of Florida Elevator Inspection Report (DBPR Form HR 5023-

003), the Contractor shall send this inspection report to the State of Florida DBPR Bureau of Elevator Safety, within five (5) calendar days to the address indicated on the form or it may be sent electronically. A copy of this inspection report shall be retained by the

Contractor for a period of not less than five (5) years.

In addition, the Contractor shall submit a copy of the inspection report to the City of

Orlando, Attn: Facilities Management Division Manager, 1010 South Westmoreland

Drive, Orlando, Florida 32805. The inspection report provided to the City must also include a detailed written report of all the annual and five (5) year tests that were performed on each elevator.

State of Florida Elevator Inspection Report shall include the following information:

1. Contractor’s company name, address, and telephone number.

2. Contractor’s employee name(s) and their CET/CC number as issued by the State of

Florida Bureau of Elevator Safety.

3. City facility name where the tests were performed.

4. City’s Representative name and telephone number.

5. Maintenance Contractor’s company name, address, and telephone number.

6. Maintenance Contractor’s employee name(s).

7. State of Florida serial numbers of the elevators, escalators, and wheelchair lifts that were tested.

8. Make a clear indication of whether the tests performed either passed or failed.

9. Escalators only: The brake torque measurements must be recorded on this report.

H. Follow-up to Elevator Inspections and Witnessing of Test Procedures

The Contractor is responsible for providing the City’s Representative with written information necessary to acquire the State of Florida Certification of Operation, issued by the State of Florida DBPR Bureau of Elevator Safety on the 1st day of August of each calendar year. If a Certificate of Operation is not received on an elevator equipment by the renewal end date, then the Contractor is required to contact the Bureau of Elevator

Safety, by telephone, fax, email or regular U. S. Mail as to the cause for non-delivery of the Certificate of Operation. If the City should receive fines or penalties due to a delinquent Certificate of Operation, the Contractor shall be responsible for payment of all fines and penalties exacted against the City.

The Contractor shall verify that all Elevator Safety Code violations listed on the latest

State of Florida Elevator Inspection Report for each elevator have been properly corrected by either the City and/or the Maintenance Contractor.

The initial site visit and all follow-up visits by the Contractor for the completion of inspections and witnessing of tests are to the included in the unit price on the Bid Pricing

Table.

I. Elevator Consulting and Audit Services

The Contractor shall be capable of providing the following elevator consulting and audit services to the City's Representative, upon request.

1. Perform and originate written Elevator Maintenance Condition Review Reports.

2. Perform and originate written Modernization Review Reports, with budget pricing included.

3. Prepare, originate and/or participate in the Bid, Specification and Contract documents process for new and modernized elevator equipment.

4. Attend meetings and/or conferences with City employees regarding Code violations found at the time of elevator inspections including all on-site re-reviews to ensure compliance by the Maintenance Contractor and discuss test results when necessary, at no additional charge to the City.

5. Provide Expert Witness Testimony at Trial.

6. Appearance at Deposition.

7. Verify Elevator Safety Code violations.

8. Perform Project Management Services relevant to Progress Reviews and Final

Acceptance Reviews of new or modernized elevator/escalator equipment.

9. Originate Engineering/Design drawings for new and modernized elevator equipment and approve shop drawings from elevator contractors as part of a new or modernized elevator equipment project.

10. Perform audit services and prepare an audit report and submitted one (1) copy to the

City’s Representative and retain one (1) copy for your records.

J. Attire and Conduct

The Contractor shall have their staff wear Contractor furnished uniforms with logos affixed thereon that clearly identify the Contractor's company name and the person’s name. The cost of the uniforms and badges shall be the responsibility of the Contractor. Cleaning of uniforms shall be the responsibility of the Contractor.

The Contractor’s employees shall be neat in appearance, courteous, and perform their functions with the appropriate professionalism.

Only employees of the Contractor shall be used to perform the required services. The

Contractor shall not use employees of any temporary employment agency or seasonal staff to supplement the Work.

K. Safety

1. The Contractor shall provide and ensure that all employees providing services under this Contract compliant with applicable laws, standards, and health and safety requirements of the industry to include, by not be limited to:

A. Occupational Safety and Health Act (OSHA)

B. National Institute for Occupational Safety and Health (NIOSH)

2. Prior to performing service or maintenance on any equipment where the unexpected energizing, startup, or release of stored energy could occur and cause injury, the equipment shall be isolated and rendered inoperative, using a lockout device, whenever the equipment is capable of being locked-out.

3. The Contractor shall provide and ensure the wearing of necessary protective clothing, masks, eye, hearing protection as required by any applicable laws, regulations, ordinances, and/or manufacturer’s instructions.

4. The Contractor shall prepare and maintain a Safety Plan to ensure that Work performed herein conforms to Contract requirements.

A. The Contractor’s Safety Plan shall be submitted to the City’s Representative for review and approval within ten (10) business days following Contract award.

B. The City’s Representative will review the Safety Plan and provide comments to the Contractor within five (5) business days following receipt of the plan.

C. The Contractor shall finalize the Safety Plan within five (5) business days following receipt of City's Representative's comments.

5. All equipment used in the performance of these services shall be properly maintained and shall be subject to inspection by the City upon demand. Any equipment deemed faulty, inoperable, unsafe or improper for its intended purpose shall be promptly removed from the City’s premises.

6. Any damage to City property or facilities due to the service performed by the Contractor shall be the responsibility of the Contractor.

L. Travel and Parking

1. The Contractor shall be responsible for all travel and per diem costs to and from the various City facilities. Travel time and associated costs shall not be included in the bid price and shall not be compensated by the City under any circumstances. The Contractor shall not be compensated for time during security checks or any other required building operational procedures. Billable time will start at arrival at the job site where Work is to be performed, not upon arrival.

2. The City will identify locations where the Contractor’s vehicle parking is available.. If there is a cost associated with parking, those costs shall be paid by the Contractor. The

City will not be responsible for any damage to the Contractor’s vehicle while parked on

City property. Vehicles towed from City property will be at the expense of the Contractor.

The Contractor’s vehicle shall be properly identified.

5. STANDARD TERMS AND CONDITIONS

5.1. COMMUNICATIONS; QUESTIONS REGARDING SPECIFICATIONS OR

SUBMITTAL PROCESS

A. All communication and contact regarding this solicitation shall be directed to the

Purchasing Agent referenced on the cover page of this solicitation.

B. To protect the integrity of the solicitation process and ensure fair consideration of all respondents, a prohibited communication period is hereby established commencing as of the time of the issuance of this solicitation and terminating upon execution of a contract (or, if the solicitation is cancelled, upon cancellation of the solicitation).

1. Except for communication with the City’s designated point of contact set forth in this solicitation or as otherwise authorized by the City’s Chief Procurement

Officer, during the prohibited communication period, the City prohibits communication regarding the solicitation by a Respondent or potential

Respondent (or on a Respondent or potential Respondent's behalf) to or with any officer, elected official (including the Mayor and City Council), department, division, office, or employee of the City, or any other person or entity providing advice to the City related to this solicitation.

2. During the prohibited communication period, all contacts and communications regarding the solicitation by a Respondent, or potential Respondent, including their agents, representatives and others on their behalf, shall be directed to the City’s Procurement and Contract Services Division in the manner provided below in this solicitation, unless otherwise authorized by the City’s

Chief Procurement Officer.

3. Prohibited contact or communications during the prohibited communication period may result in disqualification from the solicitation process, rejection of the solicitation, or termination of any resulting contract as determined by the

Chief Procurement Officer. In addition, prohibited contact or communications may also be grounds for suspension and debarment of a Respondent or potential Respondent under the City’s Procurement Code.

C. Any questions by a Respondent relative to the interpretation of specifications or the submittal process shall be addressed in writing as indicated below. In order to be answered prior to the submittal deadline, questions must be received by the

Procurement and Contracts Division ten (10) days prior to the date set for the receipt of submittals. Any interpretation made to prospective Respondent with respect to questions submitted prior to the cut-off date for questions to be answered prior to the submittal deadline will be expressed in the form of an

Addendum to the specifications which, if issued, will be conveyed to all prospective Respondents no later than five (5) days before the date set for receipt of submittals. Oral answers and written answers not answered in an

Addendum issued by the Procurements and Contracts Division will not be binding.

D. Openings shall be public, on the date and at the time specified on the

Solicitation, with the total submittal amount being read aloud. It is the

Respondents responsibility to assure that their submittal has been entered online no later than the due date and time of the opening. The Respondent's name and verification of bond submittal, if applicable, will be publicly announced aloud at the opening.

5.2. RESPONDENT QUALIFICATION

Submittals will be considered from Respondents who have adequate personnel and equipment and who are so situated as to perform prompt service or provide required goods. The City reserves the right to request information or conduct an inspection of the

Respondent's facility and equipment prior to the award of the contract.

Submittals will be considered only from Respondents which are regularly engaged in the business as described in this solicitation; with a record of performance for a reasonable period of time, which have sufficient financial support, equipment, and organization to ensure that they can satisfactorily execute the service if awarded a contract under the terms and conditions herein stated.

The terms "equipment and organization" as used herein shall be construed to mean a fully equipped and well established company in line with the best business practice in the industry and as determined by the City.

5.3. ALTERATIONS/CHANGES TO PRICE FORM(S)

Respondent shall not change or otherwise alter the quantity or unit designations on the

Price Form(s). The unit price and total extensions must correspond to these designations.

Each line item will be extended as indicated (quantity x unit price). The unit price shall prevail.

5.4. ADDENDA

It is the Respondent's responsibility to contact the Procurement and Contracts Division prior to submitting a response to ascertain if any Addenda have been issued, to obtain all such Addenda, and return executed Addenda with the response, if applicable. All addenda information will be posted on the City's website

(https://procurement.opengov.com/portal/orlando). The failure of a Respondent to submit acknowledgment of any Addenda that affects the price(s), is considered a major irregularity and will be cause for rejection of the response.

5.5. UNBALANCED PRICING

As determined by the City's Chief Procurement Officer in the CPO’s discretion, the City may consider a solicitation response irregular and reject it if any of the prices are excessively unbalanced (either above or below the amount of a reasonable response) to the potential detriment of the City. The City further reserves the right to require backup documentation from the respondent if, in the Chief Procurement Officer's opinion, the prices are, or appear to be, excessively unbalanced.

5.6. WITHDRAWAL

After opening, no changes in prices or other provisions shall be permitted. Respondents may withdraw or correct a submittal prior to the stipulated date and time for the opening of the Solicitation.

5.7. SELECTION/REJECTION OF OPTIONS

The City of Orlando reserves the right to select/reject options which are submitted, based on price and other considerations as deemed to be in the best interests of the City.

5.8. IRREVOCABLE OFFER

The submission of a response shall constitute an irrevocable offer to the City by the

Respondent for a period of ninety (90) days from the date of opening to provide the goods and services set forth in this solicitation upon the terms, conditions, and provisions of this solicitation, at the pricing set forth in the submittal.

5.9. QUANTITIES

The quantities for the items listed in this solicitation are estimated annual quantities for evaluation purposes only and should not be construed as representing actual quantities to be purchased. Moreover, it is understood by all Respondents that the City is not obligated to purchase any minimum or maximum amount during the life of a contract resulting from this solicitation.

5.10. RESPONDENT'S CERTIFICATION FORM

Each Respondent shall complete the "Respondent's Certification Form” included with this

Solicitation. The form should be acknowledged before a Notary Public with notary seal affixed on the document. The failure of a Respondent to include this document with their submittal will be cause for rejection of the submittal.

5.11. SUBMITTALS

Submittals shall be submitted utilizing the form(s) provided herein. All submittals shall be properly executed with all blank spaces filled in. The signatures of all persons signing https://procurement.opengov.com/governments/portal/orlando shall be in longhand. Erasures, interlineations, or other corrections shall be authenticated by affixing in the margin immediately opposite the correction the initials of a person signing the submittal. If the unit price and the total amount provided by a Respondent for any item are not in agreement, the unit price alone shall be considered as representing the Respondent's intention, and the totals shall be corrected to conform thereto.

5.12. INSPECTION, ACCEPTANCE, AND TITLE

Inspection and acceptance will be at destination unless otherwise stipulated. Title and risk of loss or damage to all items shall be the responsibility of the Respondent.

5.13. EXCEPTIONS TO TERMS AND CONDITIONS

When completing your submittal, do not attach any forms which may contain terms and conditions that conflict with those listed in the City’s solicitation document(s). Inclusion of additional terms and conditions, such as those which may be on your company’s standard forms, may result in your submittal being declared non-responsive.

5.14. SPECIFICATIONS

A. The specifications shown in the Invitation for Bid are intended to represent items of a quality level known to meet City’s requirements. While the City endeavors to promulgate written specifications that are accurate and nonrestrictive for submittal purposes, they may also reference an item by manufacturer’s name and model number. Respondents are cautioned that in the event of a discrepancy therein, such difference must be timely questioned in writing. Any written question must be received by the Procurement and Contracts Division at the address on the cover of this solicitation no later than ten (10) days prior to the opening.

B. If any proprietary, trade, brand, or manufacturers' name or part number is used herein in describing the required equipment or materials, it shall be understood to indicate the minimum standard of composition and quality desired, and shall not be construed to exclude equipment or goods that equals or exceeds the functional capability and quality of the named equipment. The City, in its sole discretion, shall determine whether equipment or goods are equivalent in capability and quality.

C. In cases where an item is identified by a manufacturer's name, trade name, catalog number, or reference, it is understood that the Respondent proposes to furnish the item so identified and does not propose to furnish an "EQUAL" unless the proposed "EQUAL" is definitely indicated therein by the Respondent. The reference to a name brand is intended to be descriptive but not restrictive and only to indicate to the prospective Respondent articles that will be satisfactory.

Submittals on other makes and catalogs will be considered provided each respondent clearly states in their submittal exactly what he proposes to furnish and forwards with their submittal a cut illustration or other descriptive matter which will clearly indicate the character of the article covered by their submittal.

The City hereby reserves the right to approve as an equal, or to reject as not being equal, any article the Respondent proposes to furnish which contains major or minor variations from the specification requirements but may comply substantially therewith. If no particular brand, model, or make is specified and if no data is required to be submitted with the submittal, the successful contractor after award and before manufacture or shipment may be required to submit working drawings or detailed descriptive data sufficient to enable the City to judge if such requirement of the specification is being complied with.

D. Respondents are strongly encouraged to submit equivalent equipment or materials for consideration during the question and answer period. If equivalent equipment or materials is proposed, indicate the manufacturer's name and model number for the equipment and include any literature or other explanation of the equipment's quality or performance with your submittal.

E. The equipment herein shall be new and shall be of the current production model.

If applicable, detailed equipment specifications for make and model offered shall be provided with submittal.

F. Respondents may be required, at no expense or liability to the City, to make available for test/demonstration, equipment equal in all aspects to the equipment quoted, and/or equal equipment that may be seen under operating conditions in the Central Florida area.

5.15. SILENCE OF SPECIFICATIONS

The apparent silence of these specifications or any supplemental specifications as to details or the omission from same of any detailed description concerning any point, shall be regarded as meaning that only the best commercial practices are to prevail and that only materials of first quality and correct type, size, and design are to be used. All workmanship shall be first quality. All interpretations of specifications shall be made upon the basis of this statement.

5.16. PRICES AND TERMS

All prices must be firm for the delivery schedule quoted herein. All prices shall be F.O.B.

Destination delivered to any City of Orlando Department unless otherwise stipulated in the Solicitation.

5.17. TAXES

The City of Orlando does not pay Federal excise and State sales taxes. Our tax exemption number is 85-8015427957C-9 and is also stipulated on all our Purchase Orders.

5.18. POLITICAL SUBDIVISIONS

Under Florida Law, prices contained in State Contracts shall be available to the City of

Orlando, who might wish to purchase under a State Purchase Contract. The City of

Orlando therefore reserves the right to purchase any commodities from a State Purchase

Contract if in the best interest of the City.

5.19. MISTAKES

Respondents are expected to examine the specifications, delivery schedules, prices, and all instructions pertaining to supplies and services. Failure to do so will be at the

Respondent's risk.

5.20. SAFETY STANDARDS

Unless otherwise stipulated in the Solicitation, all manufactured items and fabricated assemblies shall comply with applicable requirements of Occupational Safety and Health

Act and any standards thereunder.

5.21. MARKING

Each individual container shall be marked with the brand name of the product, quantity and the name and address of the manufacturer. Each shipping container shall include the name of the Respondent and must also clearly indicate the City of Orlando Purchase

Order Number and/or City Contract Number.

5.22. INVOICING AND PAYMENT

The Contractor shall be paid in accordance with Florida Statutes, upon submission of invoices to: AP_Invoices@orlando.gov or PO Box 4990, Orlando, FL 32802-4990.

Invoices are to be billed at the prices stipulated on the purchase order and/or as outlined in this solicitation. All invoices must show the Purchase Order Number and/or City

Contract Number.

5.23. DISCOUNTS

Respondents may offer a discount for prompt payment; however, such discounts shall not be considered in determining the lowest net price for evaluation purposes. Discounts will be computed from the date of satisfactory delivery at place of acceptance or from receipt of correct invoice at the office specified, whichever is later.

Respondent is requested to offer price discount for prompt invoice payment. It is the policy of the City of Orlando to make payments of invoices in time to earn any offered discounts.

Discount time will be computed from the date of satisfactory delivery at place of acceptance or from receipt of correct invoice at the Accounts Payable Office, whichever is later.

mailto:AP_Invoices@cityoforlando.net

5.24. PROMPT PAYMENT ACT

Payment by the City shall be made in accordance with Sections 218.70. et sq. Florida

Statutes, Local Government Prompt Payment Act.

A. Proper Invoice

1. For purposes of billing submission and payment procedures, a "proper invoice" by a Contractor or other invoicing party shall consist of at least all of the following:

a. a description (including quantity) of the goods and/or services provided to the City (or a party on behalf of the City) reasonably sufficient to identify it

(or them);

b. the unit pricing, quantity and total amount due in accordance with the contract terms and conditions and applicable discount(s);

c. the full name of the Contractor or other party who is supplying the goods and/or services including a mailing address in case of a dispute and a mailing address for payment purposes (if they are different) and a telephone number;

d. the Purchase Order or contract number as supplied by the City; and

e. an identification by Division, Office or Department of the party(ies) to whom the goods were delivered or services provided.

f. Finally, in addition to all of the above, in order to be considered a proper invoice, it must be based on a proper delivery, installation, or provision of the goods and/or services to and acceptance by the City (or party on behalf of the City); the Contractor or other party who is supplying the goods and/or services has otherwise complied with all of the contract's terms and conditions and is not in default of any of them; and if the contract requires any subcontractors or other parties to be bound by similar other "flow-down" requirements that those requirements have been complied with.

B. Dispute Resolution

In the event a dispute occurs between a Contractor or other invoicing party ("invoicing party") and the City concerning payment of an invoice, the City Department, Office or

Division which has the dispute along with a representative of the City's Procurement and

Contracts Division and the invoicing party shall meet to consider the disputed issues. The invoicing party shall provide to the City such material and information as the City may reasonably require. Any such procedure shall be initiated by either party notifying the other in writing of a dispute and stating with specificity its nature. This procedure shall commence not later than forty-five (45) days, and be resolved not later than sixty (60) days, after the date on which the proper invoice was received by the City. Any decision by the City’s Chief Procurement Officer shall constitute the final decision of the City regarding these matters and shall be communicated in writing to the invoicing party within three business days after such decision. If no decision is rendered within the time period as set out above, then a decision against the invoicing party shall be deemed to have been issued.

5.25. INSPECTION OF PUBLIC RECORDS

Respondent may request copies of the solicitation records in person or by written request to the City Records and Archive Management Services located at 400 South Orange

Avenue, 2nd Floor, Orlando, Florida, 32801 or by calling (407) 246-2148. You may also email your request to records@orlando.gov. Pursuant to Florida State Statute Chapter

119.07, sealed submittals or replies are…