F_2025-37-ITB_Notice_of_Intent-Award_Signed.pdf

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Attached to
HVAC Contractor Services
Solicitation number
2025-37-ITB
Issued by
Citrus County, Florida

About this file

This is a Notice of Intended Decision document from the Citrus County School Board (CCSB) for Invitation to Bid (ITB) No. 2025-37 for HVAC Contractor Services. The solicitation seeks to establish a two-year contract from June 10, 2025, through June 9, 2027, with three optional one-year renewals. The bid was opened on May 1, 2025, at 2:00 PM, with the anticipated Board Approval date of June 10, 2025. The contract will provide district-wide HVAC services including repairs, replacements, renovations, and new installations for various systems such as chilled water systems, heating/cooling water pumps, boilers, cooling towers, duct work, exhaust systems, and heat exchangers.

The bid tabulation recommends Air Mechanical & Service Corp. as the primary contractor and Climate Control Mechanical Services, Inc. as the alternate. The pricing structure includes detailed hourly rates for different technician classifications during standard and overtime hours, with a maximum 10% markup on materials, equipment rentals, and subcontractor services. Seven bidders submitted proposals, with total bid prices ranging from $27,630 to $53,050 for a standard work scenario. The lowest bidder, Air Mechanical & Service Corp., offered the most competitive rates, including $68 per hour for a licensed journeyman technician during standard hours and an 8% markup on materials and subcontractor services. The contract requires bidders to have a State of Florida CMC Air Conditioning Contractor's License and maintain a business location within 150 miles of the district's maintenance department.

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THOMAS KENNEDY

DISTRICT 1

KENNETH FRINK

DISTRICT 2

DOUGLAS A. DODD

DISTRICT 3

SANDRA COUNTS

DISTRICT 4

JOSEPH C. FAHERTY

DISTRICT 5

DR. SCOTT HEBERT – SUPERINTENDENT OF SCHOOLS

“Where Learning is the Expectation and Caring is a Commitment”

1007 West Main Street • Bldg. 200 • Inverness, Florida 34450-4625 TEL: (352) 726-1931 www.citrusschools.org

Equal Opportunity Employer

PURCHASING DEPARTMENT

NOTICE OF INTENDED DECISION

May 15, 2025

RE: 2025-37-ITB HVAC Contractor Services

To: All Interested Parties

This letter shall serve as official notification that a recommendation will be made to The School Board of Citrus County, Florida, to award this solicitation to the following firm(s):

Primary:

Air Mechanical & Service Corp.

Alternate:

Climate Control Mechanical Services, Inc.

The anticipated Board Approval date for this solicitation is Tuesday, June 10, 2025. The School Board is not obligated to accept a recommendation placed before it, nor is it bound by a notice of intended decision.

The tabulation is attached and can be viewed at www.myvendorlink.com.

Failure to file a protest within the time prescribed in Section 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.

Thank you for your interest in the Citrus County School Board. Any questions regarding the solicitation procedures can be directed to the procurement Officer, below.

Sincerely, Shawn Owen Purchasing Specialist-Bid Management Citrus County School Board 352-726-1931, Ext. 2418

Enclosure: 2025-37-ITB_Tabulation cc: Maintenance

Air Mechanical &

Service Corp.

Balanced Mechanical &

Plumbing Services, LLC

Climate Control Mechanical

Services, Inc.

McCloskey Mechanical

Contractors, Inc.

Sherman Mechanical

Contractors, LLC

USA-HVAC.Pro, Inc dba USA HVAC, Inc.

W.W. Gay Mechanical

Contractor of Gainesville, Inc.

Thomas Barton Robert Boyer Larry "Al" Booth, Jr. Colin Campano Jesse Jenkins James Goff Austin Morgan

4311 W. Ida St. 1865 NE Jacksonville Rd. 2695 NW 4th Street 5736 South Semoran Blvd 4352 SE 95th St 5807 24th Street East, Suite 105 524 Stockton Street

Tampa, FL 33614 Ocala, FL 34470 Ocala, FL 34475 Orlando, FL 32822 Ocala, FL 34480 Bradenton, FL 34203 Jacksonville, FL 32204

(813) 875-0782 (352) 351-5560 (352) 291-0185 (407) 674-6500 (352) 547-5532 (941) 292-0023 (352) 538-1369 tbarton@amsco-ac.com bids@balancedmech.com Abooth@InTech360.com rob@mccloskeymechanical.com service@shermanmc.com ops@usa-hvac.pro Amorgan@wwgmc.com

Award Award

Required Submittals Yes Yes Yes Yes Yes Yes Yes

Accepts P-Card Yes Yes Yes Yes Yes Yes Yes

Item # Description UOM Rate Rate Rate Rate Rate Rate Rate

1 Labor Rates: (Straight Time) Monday to Friday, 7:00 AM to 5:00PM

a. Licensed Journeyman Technician Per Hour $68.00 $110.00 $66.00 $130.00 $88.00 $120.00 $125.00

b. Service Technician with Truck Per Hour $60.00 $110.00 $80.00 $130.00 $88.00 $120.00 $125.00

c. Helper/Laborer Per Hour $53.00 $75.00 $60.00 $92.00 $50.00 $85.00 $50.00

d. Certified Chiller Technician Per Hour $78.00 $175.00 $105.00 $140.00 $88.00 $120.00 $135.00

2 Labor Rates: Before 7:00 AM, After 5:00 PM; Weekends and Holidays

a. Licensed Journeyman Technician Per Hour $102.00 $165.00 $85.00 $195.00 $132.00 $180.00 $157.00

b. Service Technician with Truck Per Hour $90.00 $165.00 $100.00 $195.00 $132.00 $180.00 $157.00

c. Helper/Laborer Per Hour $79.50 $112.50 $79.00 $138.00 $75.00 $127.50 $60.00

d. Certified Chiller Technician Per Hour $117.00 $262.50 $160.00 $210.00 $132.00 $180.00 $167.00

MATERIAL MARK-UP: This category is used when the Contractor must purchase materials to complete the job. Materials are to be billed at net cost. Include a percentage allowed for overhead and profit. A MAXIMUM

OF 10% MARKUP will be allowed. Indicate this percentage to the right. (No markup of sales tax and freight allowed). A copy of the itemized materials invoice from the Contractor’s supplier must be included with all billings to the CCSB for materials. NOTE: During a declared disaster situation no markup will be permitted, only actual cost of subcontracted services.

% 8% 10% 10% 10% 10% 10% 10%

RENTAL OF EQUIPMENT – This category is for special rental equipment that is used on occasion, not in the regular course of concrete services.

When authorized, rental shall be billed at net cost. Include a percentage allowed for overhead and profit. A MAXIMUM OF 10% MARKUP will be allowed. Indicate this percentage to the right. (No markup of sales tax allowed). A Copy of the itemized rental invoice from the supplier must be included with billings to the CCSB for rentals. NOTE: During a declared disaster situation no markup will be permitted, only actual cost of rental equipment.

% 8% 10% 10% 10% 10% 10% 10%

SUBCONTRACTOR SERVICES MARK-UP: When authorized, subcontracted services are to be billed at net cost. Include a percentage allowed for overhead and profit. A MAXIMUM OF 10% MARKUP of subcontracted services will be allowed. Indicate this percentage in the space to the right. (No markup of sales tax allowed). A copy of the itemized subcontracted services invoice from the Subcontractor must be included with all billings to the CCSB for subcontracted services. NOTE: During a declared disaster situation no markup will be permitted, only actual cost of subcontracted services.

% 8% 10% 10% 10% 10% 0% 10%

Percentage Discount off Contractor’s Catalog Price List for the purchase of HVAC Equipment, Parts, Supplies, Accessories, etc.

% 5% N/A 2% 0% 0% 10%

Electronic/Online catalog/manufacturer’s price list. Type of catalog provided:

Johnstone Ware Group-Online N/A www.uri.com None

N/A - All products offered are sourced through vendors due to agreed markups

$27,630.00 $48,975.00 $33,325.00 $53,050.00 $34,450.00 $48,250.00 $47,225.00

1 Year 1 Year 1 Year 1 Year 1 Year 1 Yes

Yes Yes Yes Yes Yes No - Product(s) warranties vary pending product.

Bids declared non-responsive will not be tabulated.

Bid Award Recommendation:

It is the intent of the The School Board of Citrus County, Florida, to award the following as the lowest, responsive, and responsible Bidder(s) as recorded in bold and highlighted above.

Opened/Witnessed By: S. Owen / M. Davis

PRIMARY - Air Mechanical & Service Corp. Tabulated By: Shawn Owen

ALTERNATE - Climate Control Mechanical Services, Inc. Matching Vendors: 2163

Bids Received: 7

Notes: Non-responsive: 0

A work scenario was provided to Purchasing by the Maintenance Department for determining the overall low bidder. No Bids: 0

Failure to file a protest within the time prescribed in section 120.57(3), Florida Statutes, or failure to post the bond or security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.

TABULATION

PROJECT: 2025-37-ITB HVAC Contractor Services

Contract Period: June 10, 2025 through June 9, 2027 Renewal Option: Three (3) one-year

OPENED: Thursday, May 1, 2025 @ 2:00 PM

This tabulation reflects award recommendation pending Board Approval June 10, 2025

TOTAL BID PRICE:

(for evaluation purposes only in determining lowest overall bid based on attached work scenario)

Equipment, Parts, Materials - Standard (1) One Year:

B id d e rs

Warranty

Labor/Workmanship:

District Installed Projects

Mark-Up R e c o rd e d

P ri c in g

PRIMARY / ALTERNATE CONTRACTORS:

Primary Contractor shall be contacted first whenever work is required pursuant to this solicitation. If the Primary Contractor is not able to respond and/or complete a project within the necessary timeframe, the Alternate Contractor shall be utilized.

WORK SCENARIO for calculating lowest bid ONLY

Item # Description UOM Est. Qty. Unit Price Extended

Price Unit Price

Extended

Price Unit Price

Extended

Price Unit Price

Extended

Price Unit Price

Extended

Price Unit Price

Extended

Price Unit Price

Extended

Price

1a Licensed Journeyman Technician Per Hour 100 $68.00 $6,800.00 $110.00 $11,000.00 $66.00 $6,600.00 $130.00 $13,000.00 $88.00 $8,800.00 $120.00 $12,000.00 $125.00 $12,500.00

1b Service Technician with Truck Per Hour 150 $60.00 $9,000.00 $110.00 $16,500.00 $80.00 $12,000.00 $130.00 $19,500.00 $88.00 $13,200.00 $120.00 $18,000.00 $125.00 $18,750.00

1c Helper/Laborer Per Hour 100 $53.00 $5,300.00 $75.00 $7,500.00 $60.00 $6,000.00 $92.00 $9,200.00 $50.00 $5,000.00 $85.00 $8,500.00 $50.00 $5,000.00

1d Certified Chiller Technician Per Hour 75 $78.00 $5,850.00 $175.00 $13,125.00 $105.00 $7,875.00 $140.00 $10,500.00 $88.00 $6,600.00 $120.00 $9,000.00 $135.00 $10,125.00

3 Estimated Material Mark-Up % $5,500.00 8% $440.00 10% $550.00 10% $550.00 10% $550.00 10% $550.00 10% $550.00 10% $550.00

5 Estimated Subcontractor Mark-Up % $2,000.00 8% $160.00 10% $200.00 10% $200.00 10% $200.00 10% $200.00 10% $200.00 10% $200.00

4 Estimated Rental Equipment Mark-Up % $1,000 8% $80.00 10% $100.00 10% $100.00 10% $100.00 10% $100.00 0% $0.00 10% $100.00

$27,630.00 $48,975.00 $33,325.00 $53,050.00 $34,450.00 $48,250.00 $47,225.00

Sherman Mechanical

Contractors, LLC

USA-HVAC.Pro, Inc dba USA HVAC, Inc.

W.W. Gay Mechanical

Contractor of Gainesville, McCloskey Mechanical

Contractors, Inc.

LOWEST OVERALL BID

Air Mechanical &

Service Corp.

Balanced Mechanical &

Plumbing Services, LLC

Climate Control

Mechanical Services, Inc.

2025-37-ITB HVAC Contractor Services

2025-05-15T09:57:37-0400
Shawn Owen

File details come from the government source that posted it. Updated .