IFB-WHA-OCPS-2026.pdf

WHA-OCPS-2026 1

WATERTOWN HOUSING AUTHORITY

EQUAL HOUSING OPPORTUNITY

55 WAVERLEY AVENUE

WATERTOWN, MASSACHUSETTS 02472-3613

[617] 923-3950 – Office [617] 923.3954 – Leased Housing

[617] 923.3961 – Maintenance [617] 923-2466 - FAX

ON-CALL PLUMBING SERVICE

VARIOUS DEVELOPMENTS

Woodland Towers (667-2), Munger Apartments A & B Building (WHDC & 667-3), McSherry Gardens

(667-1), Willow Park (200-2), Lexington Gardens Bricks (200-1) & Woods (200-3), Scattered Sites: 109/111 Union Street (689-1), 15/17/19/21 Green Street (689-2), (705-1)-9/11/11 A Dana

Terrace, 113/115 Poplar Street, 6/6A/8 Keith Street, 8/10 Hersom Street, (705-2)- Locust Lane units 10A

& 10B (Sienna Village)

Invitation for Bids

CONTRACT NUMBER:

WHA-OCPS-2026

Board Members:

Chairperson- Allen Gallagher Member- Shannon Lawn

Treasurer- Thomas Beggan Member- James Mello

Assistant Treasurer- Cynthia Galligan

Executive Director- Jacqueline Weir

Prepared by:

Christopher Chousa

Director of Facilities

8/7/2026

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INTRODUCTION

Political Subdivision Status The Watertown Housing Authority (the "WHA") is an autonomous, public housing authority created in 1948 as a public body politic and corporate with the City of Watertown and a political subdivision of the Commonwealth of Massachusetts. Enabling legislation is Massachusetts General Laws, chapter 121B, et seq. The WHA is governed by a five-member appointed Board of Commissioners, which is the WHA awarding authority.

Housing Units The WHA owns and/or manages 589 units of public housing comprising of: (a) 228 units of state assisted family housing developments. (b) 326 total of state elderly units including 50 of these comprised of Section 8 elderly units, (c) 23 units of state assisted Special Needs (689) units, and (d) 12 units of Scattered Site (705) Housing. Images of the WHA housing units may be viewed on the website:

https://watertownha.org

Staff The WHA currently employs approximately 21 full and part-time employees, including its central administration/management, property managers for each of the five property development areas, and facilities/maintenance staff.

IFB INFORMATION AT A GLANCE:

Agency Contact Person: Christopher Chousa, Director of Facilities

Tel: 617-393-1971

E-Mail: cchousa@watertownha.org

55 Waverley Avenue, Watertown, MA 02472

How to Obtain IFB Documents: Email cchousa@watertownha.org

IFB Issue Date: August 24, 2026

Deadline for Written Questions: August 31, 2026 by 3:00 PM

Bid Submission Date & Time Deadline: September 8, 2026 by 12:00 PM

Anticipated WHA Board Approval: September 21, 2026

Pre-Bid Conference: NONE

How to Fully Respond to this IFB: As instructed in Bid Conditions & Instructions section of the IFB document.

Total Annual Contract Estimate:

Not to exceed $85,000.00

$70,000.00

WHA-OCPS-2026 3

EQUAL HOUSING OPPORTUNITY

55 WAVERLEY AVENUE

WATERTOWN, MASSACHUSETTS 02472-3613

Advertisement

Sealed bids for WHA-OCPS-2026, on-call plumbing services for various developments. This procurement is conducted pursuant to M.G.L. c. 149, §44A(2)(C), using the competitive-bidding procedures established under M.G.L. c. 30, §39M. The work is subject to the Massachusetts prevailing-wage requirements of M.G.L. c. 149, §26–27H. Procurement statutes for Public Housing Developments at Woodland Towers (667-2), McSherry Gardens Apartments (667-1), J. Munger Apartments A & B

Building (WHDC & 667-3 respectively), Lexington Gardens (200 1/3), Willow Park (200-2), 109/111

Union Street (689-1), 15/17/19/21 Green Street (689-2), (705-1)- 9/11/11A Dana Terrace, 113/115

Poplar Street, 6/6A/8 Keith Street, 8/10 Hersom Street, (705-2)- 10A & 10B Locust Lane (Sienna

Village) for the Watertown Housing Authority will be received at the Main Office of the Watertown

Housing Authority at 55 Waverley Avenue, Watertown, MA until 12 P.M., Tuesday, September 8, 2026 at which time bids will be publicly opened and read.

The estimated annual contract expenditure is $70,000.00. This amount is an estimate only and does not represent a guaranteed minimum or maximum expenditure. Not to exceed $85,000.00

Contract shall be initially awarded for a term of one-year (1) in duration, with one annual renewal extension option of one (1) year not to exceed a total contract duration of two (2) consecutive years.

A prerequisite for the bid is that a company must have a reputable documented record in the commercial plumbing industry for a minimum of ten (10) years.

Bids should reflect the total amount for the (1) year contract term.

Bids shall be submitted in sealed envelopes, endorsed on the outside "BID WHA-OCPS-2026" with the bidder's name, at the main office of the Watertown Housing Authority at 55 Waverley Avenue, Watertown, MA 02472 attn. Christopher Chousa. The successful bidder shall enter into written contract with the Watertown Housing Authority within thirty (30) days after notification of acceptance of the bid. The Watertown Housing Authority reserves the right to reject any and all bids when it determines that rejection is in the public interest, to waive minor informalities when permitted by law, and to award the contract to the lowest responsible and eligible bidder in accordance with M.G.L. c. 149, §44A(2)(C), and M.G.L. c.

30, §39M.

Watertown Housing Authority contact person is Christopher Chousa at

(617) 393-1971 or by email at cchousa@watertownha.org.

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BID CONDITIONS & INSTRUCTIONS

1. Bid Submittal - Pursuant to M.G.L. c. 149, §44A(2)(C), and the competitive-bidding procedures of M.G.L. c. 30, §39M, the Watertown Housing Authority invites sealed bids from qualified bidders to provide on-call plumbing services. Bidder shall submit one copy of their bid in a sealed envelope and properly labeled as follows:

Christopher Chousa

Director of Facilities

Watertown Housing Authority

55 Waverley Ave, Watertown, MA 02472

"Plumbing Services, Bids Due: 09/8/2026 @ 12:00 PM"

Late bids will not be considered.

1.1 IMPORTANT: Bid Forms & Submittals

The following forms, incorporated herein and included elsewhere in the bid documents, must be submitted with the bid:

a. Form for General Bid

b. Statement of Qualification

c. Statement of Non-Collusive Affidavit

d. Statement of Tax Compliance

e. Bidder Reference Form

f. 5% Bid Deposit

2. Time for Award - The Director of Facilities, after a recommendation from the initiating department head shall review and award. An award of contract will be made within thirty (30) days after the bid submission date or as soon as practicable thereafter. The time for award may be extended for up to thirty (30) days by mutual agreement.

3. Addenda - If any changes are made to this IFB, an addendum will be issued. Addenda and made available on the WHA website https://watertownha.org/procurement-bids/. If the HA issues any addenda to this IFB, each bidder shall acknowledge on the Price Bid Form the receipt of each addendum by addendum number.

4. Questions - concerning this IFB must only be submitted in writing to Christopher Chousa, Director of Facilities, before 3:00 p.m., August 31, 2026. Questions may be emailed to cchousa@watertownha.org Written responses will be emailed to all bidders on record as having received the IFB package. The Watertown Housing Authority has identified a sole point of contact with bidders for the purpose of this IFB. Any attempt to contact any other Watertown Housing Authority employee or to circumvent these procedures in any manner may be grounds for disqualification of the bidder from the procurement process.

5. Firm Bid - All bids received by Watertown Housing Authority in response to this IFB shall be considered "firm" and may only be withdrawn as provided by M.G.L. c. 149. A proposer may correct, WHA-OCPS-2026 5 modify or withdraw a bid by sealed written notice clearly marked to the Director of Facilities, Christopher Chousa, prior to the time and date set forth for bid submission.

6. Quantities - All quantities entered by the Agency herein and within the corresponding Pricing Items are for calculating purposes only. As may be further detailed herein, the Agency does not guarantee any minimum or maximum amount of work as a result of any award ensuing from this IFB, as the ensuing contract will be a Requirements Contract, in that the Agency shall retain one contractor only and shall retain the right to order from that contractor (successful bidder), on a purchase order basis, any amount of services the Agency requires.

7. Evaluation of Bids - Bids will be evaluated in accordance with M.G.L. c. 149, §44A(2)(C), and M.G.L. c. 30, §39M. The apparent low bidder will be determined using the estimated quantities, material allowance, and bidder-proposed rates and markup entered on the Form for General Bid. The estimated quantities are for evaluation purposes only and do not guarantee any quantity of work or expenditure.

8. Use of Trade Names - The use of a proprietary or trade name in any description of equipment, materials or supplies in this IFB is not intended to restrict this IFB to the manufacturer or proprietor;

instead, it is intended only to describe, by convenient reference to familiar products, the features or characteristics required by the Watertown Housing Authority. Further, the use of any trademark in any description of equipment, materials or supplies does not constitute any endorsement of the product by the Housing Authority.

Any item that is the equivalent, in style, quality dimensions and color, to the brand specified will Be acceptable to the Housing Authority. Items not marked on the cost bid form, as being equivalent shall be evaluated as being the item specified and be ordered as such, if an award is made. The Housing Authority will be the sole judge as to the fitness of any equivalent item for the purpose intended in this bid.

9. Withdrawal of Bid - After the bid submission deadline, a bidder may not change any provision of the bid in a manner prejudicial to the interests of the Housing Authority or fair competition. Minor informalities will be waived, or the proposer will be allowed to correct them. If a mistake and the intended bid are clearly evident on the face of the bid document, the mistake will be corrected to reflect the intended correct bid and the proposer will be notified in writing; the proposer may not withdraw the bid. A proposer may withdraw a bid if a mistake is clearly evident on the face of the bid document, but the intended correct bid is not similarly evident.

Once a bid is submitted and received by the HA for final consideration and comparison with other bids similarly submitted, the Bidder agrees that he/she may not and will not withdraw his/her bid within thirty

(30) consecutive days after the actual date of opening bids.

11. References - Five (5) references from Massachusetts municipalities, public housing authorities, state agencies, or large commercial or institutional clients for which the bidder served as the primary plumbing contractor on contracts similar in size and scope.

12. Contract Award - The contract will be awarded to the responsible and eligible bidder submitting the lowest evaluated bid, as determined by the bid-evaluation formula contained in the Form for General Bid, pursuant to M.G.L. c. 149, §44A(2)(C), and M.G.L. c. 30, §39M.

13. Bid Pricing Calculations: Wherever a mathematical error is clearly evident, the Unit Price listed shall not be changed and will be factored with the estimated quantities listed to arrive at the extended price. A NO BID shall be placed in the field where a Contractor wishes not to submit a price or bid on that item.

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14. Licensing and Insurance Requirements: Prior to award (but not as a part of the bid submission) the successful bidder will be required to provide:

a) An original certificate evidencing the bidder's current industrial (worker's compensation) insurance carrier and coverage amount;

b) An original certificate evidencing General Liability coverage, naming the HA as an additional insured, together with the appropriate endorsement to said policy reflecting the addition of the HA as an additional insured under said policy (minimum of $1,000,000 each occurrence, general aggregate minimum limit of $5,000,000, together with damage to premises and fire damage of $50,000 and medical expenses any one person of $5,000), with a deductible of not greater than $1,000;

c) An original certificate showing the bidder's professional liability and/or "errors and omissions" coverage (minimum of $1,000,000 each occurrence, general aggregate minimum limit of $5,000,000), with a deductible of not greater than $1,000;

d) An original certificate showing the bidder's automobile insurance coverage in a combined single limit of $1,000,000. For every vehicle utilized during the term of this program, when not owned by the entity, each vehicle must have evidence of automobile insurance coverage with limits of no less than $50,000/$100,000 and medical pay of $5,000.

e) If applicable; a copy of the bidder's business license allowing that entity to provide these services within the Commonwealth of Massachusetts and City of Watertown if appropriate. City of Watertown business certificate link: https://www.watertown-ma.gov/278/Business- Certificates

f) If applicable, a copy of the bidder's license issued by the State of Massachusetts licensing authority allowing the bidder to provide the services detailed herein.

15. Contract Term- The Watertown Housing Authority expects to award a contract for a period of

(1) one-year in duration, with one annual renewal extension option of one (1) year not to exceed a total contract duration of (2) two consecutive years.

16. Rejection of Bids - The Housing Authority reserves the right to cancel this IFB or reject in whole or in part any and all bids, if the Housing Authority determines that cancellation or rejection serves the best interests of the Housing Authority.

17. Conditional Bids - Bids which are incomplete, conditional, not properly endorsed, or signed, or which are otherwise contrary to these instructions may be rejected.

18. Annual Appropriation - The contract award is subject to an appropriation by the Housing Authority Board for the fiscal year in which the contract is executed and for any subsequent fiscal year during the contract term.

19. Change Orders - A change order may be issued by the Watertown Housing Authority for changes in the Work within the scope of the Contract, including but not limited to, changes in: (1) the Plans and Specifications; (2) the method or manner of performance of the Work; (3) the Watertown Housing Authority-furnished facilities, equipment, materials, services, or Site; or (4) the schedule for performance of the Work. The Contractor shall immediately perform any change order work that is ordered in writing by the HA.

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The HA is not obligated to pay for change orders that are not approved in writing by the HA's authorized signatory.

20. Notices; Permits: The contractor shall give all notices to, take out all permits and licenses (at contractor's expense), obtain and post yearly certificates of inspection, pay all charges and other rates therefore, relative to the work in accordance with the requirements of law and of all public authorities and to the satisfaction of the HA Contract Manager.

Contractors are required to pull permits at their cost for applicable work in the City of

Watertown. (Note-currently no fee permit cost to the WHA and partnership with the City of

Watertown, large scale project do not apply)

21. Conflict of Interest - It is prohibited for any bid to be submitted that would constitute a violation of the conflict of interest statute, M.G.L. chapter 268A.

22. IFB - This Invitation for Bid (IFB), with all of its terms and conditions, will be part of the contract.

BID SUBMITTAL REQUIREMENTS

1. Bid Deposit - In accordance with M.G.L. c. 30, §39M, each bid must be accompanied by a bid deposit equal to 5% of the bidder’s total evaluated bid. The bid deposit must be in the form of a bid bond issued by a surety company certified to do business in the Commonwealth of Massachusetts; a certified check, a treasurer's check or cashier's check drawn on a responsible bank or trust company payable to the Watertown Housing Authority.

2. Prevailing Wage Requirements - The contractor is required to pay prevailing wages as required on all projects associated with this contract in accordance with attached Prevailing Wage Statement. The associated Certified payroll records must be submitted to the Watertown Housing Authority, Director of Facilities, 55 Waverley Avenue, Watertown, MA 02472. Certified Payroll Form attached to this IFB.

3. Payment Requirements - The bidder awarded the contract is required to submit within (10) ten days, a 50% payment bond drawn on a responsible bank or trust company authorized to do business in the Commonwealth of Massachusetts and made payable to the Watertown Housing Authority. Payment Bond incorporated herein and included elsewhere in these bid documents.

In case to whom a contract is awarded shall fail or neglect to submit a payment bond within the ten days as pursuant to M.G.L. Chapter 149, the HA may determine that the Contractor has abandoned the contract and may award the contract to the next lowest responsible and responsive bidder.

4. OSHA Requirement - The Contractor shall ensure that every employee performing work at a project site has successfully completed an OSHA-approved construction safety and health course of at least 10 hours in duration before beginning work. Documentation of successful completion shall be submitted with the first certified payroll report on which each employee appears, in accordance with M.G.L. c. 30, §39S(a). No contract will be issued to a vendor without proof of OSHA certification.

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5. Licenses - The Contractor shall hold all current Massachusetts plumbing and gas-fitting licenses required for the work. All work shall be performed or directly supervised by appropriately licensed personnel in accordance with Massachusetts licensing requirements.

PERFORMANCE MEASUREMENTS

1. The Contractor shall have full responsibility for the performance of the services under this contract and shall not subcontract any portion of the services without the prior approval of the Watertown Housing Authority. Any approved Subcontractor shall accept and fully comply with the terms and conditions of the contract and the Contractor shall be responsible for any unsatisfactory performance by said Subcontractor.

2. All work performed through the duration of the contract must be guaranteed by the contractor to be completed in a workmanship-like manner and according to applicable codes and industry accepted standards. The HA reserves the right to inspect all work, either in progress or upon completion. In the event the work is deemed unsatisfactory, the Contractor will be notified and will have forty - eight (48) hours to correct the deficient work. Failure to make corrections will be cause for contract termination.

3. All material and debris from the work shall be removed by the Contractor. The premises shall be left clean at all times.

4. Bidders are required to adhere to any and all public construction requirements and guidelines as defined in Massachusetts General Law. The HA reserves the right to request services of any licenses or certifications required by these statutes. A bidder who does not hold the required licenses or certifications will be considered non-responsive and their bid will be rejected.

END OF SECTION

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SCOPE OF SERVICES

Rule for Award: The initial one-year contract will be awarded to the lowest responsible and eligible bidder based on the lowest evaluated bid, pursuant to M.G.L. c. 149, §44A(2)(C), and M.G.L. c. 30, §39M. The Watertown Housing Authority reserves its sole option to renew the contract for an additional one-year contract period to be determined prior to the completion of each one-year term.

Start Date: Services are anticipated to begin on or about October 2026.

Work Schedule: All work shall be done between 7:00 A.M. and 4:30 P.M., Monday through Friday, excluding legal holidays, unless otherwise directed by the HA. Work done at other times shall be compensated at a maximum of time and one half.

WORK: During the course of the contract period, the Watertown Housing Authority may require plumbing repair services and/or installation at any of its buildings. The Watertown Housing Authority does not represent that it will utilize Contractor's services any guaranteed number of times over the course of the contract period. Contractor shall:

On an on-call basis test, repair, and install plumbing and gas systems; grease traps, sinks, water closets, urinals, water systems, compressed air systems and lines, valves (shut off, mixing, relief, etc.), pumps (sump, ejector, circulating, etc), laboratory type plumbing and gas fittings, dishwashers and other kitchen equipment, water heaters, piping, fittings, flushometers, sanitary and drain systems, roof drains, propane (LP) gas systems, backflow preventers, and all other types of plumbing and gas fitting components.

On on-call basis work with other skilled trade staff, participate in coordination and/or installation of larger projects requiring multiple trades; read and interpret plans, sketches, and blueprints;

prepare cost and time estimates for all types of work; obtain permits required for related work;

and recommend and order relevant supplies, equipment, and materials required for performance of duties. Perform regular preventive maintenance to ensure maximum efficiency of all plumbing and gas systems; keep abreast of all safety and building codes, asbestos laws and guidelines relating to plumbing and heating trades; maintain all hand and power tools in good operating condition; perform all necessary paperwork as directed; maintain a clean and orderly work area; and perform all patching and repair that may become necessary and requested by the

WHA.

Any job exceeding ten thousand dollars ($10,000.00) shall be submitted to the Housing Authority for review. The Watertown Housing Authority reserves the right to place out to bid any job that is estimated to go over this amount.

Contractor must comply with all local and State laws, rules and regulations for a plumber and possess a valid State of Massachusetts Master Plumber's License and Gas Fitter's License as applicable.

At the request of the Housing Authority, the Contractor shall submit a detailed cost estimate and obtain Housing Authority approval in writing prior to commencing work. In the event of a change in the scope of the work, Housing Authority approval in writing must be obtained prior to proceeding with the work.

All materials shall be new and of satisfactory quality. All workmanship shall conform to the best practice in the trade and be performed by skilled and licensed labor in the field and comply with all federal, state and municipal laws and regulations. The Housing Authority will reject any unsatisfactory services. All services shall be guaranteed for a period of one year.

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The Contractor shall have full responsibility for the performance of the services under this contract and shall not subcontract any portion of the services without the prior approval of the HA. Any approved Subcontractor shall accept and fully comply with the terms and conditions of the contract and the Contractor shall be responsible for any unsatisfactory performance by said Subcontractor.

The Housing Authority reserves the right to inspect all work, either in progress or upon completion. In the event the work is deemed unsatisfactory, the Contractor will be notified and will have forty - eight

(48) hours to correct the deficient work. Failure to make corrections will be cause for contract termination.

All material and debris from the work shall be removed by the Contractor. The premises shall be left clean at all times.

The Contractor shall submit, for each job, invoices listing the materials used and labor hours expended with seven (7) calendar days. Materials shall be invoiced at actual cost plus the contracted percentage surcharge and invoices shall show quantities and unit costs. Copies of the Contractor's own material invoices shall be made available to the Housing Authority upon request. Labor shall be invoiced at the contracted hourly rates and shall include only the actual time expended on the job and shall not include travel time. The Housing Authority will not pay for Travel Time.

CONTRACTOR REQUIREMENTS

Contractor shall be able to meet ALL the following requirements:

1. Be a Master or Journeyman Plumber and have been regularly and actively engaged in the Plumbing Service contracting business, and performing the type of work described above under "SCOPE OF SERVICE" for a minimum of ten (10) years.

2. Have (directly employed) a minimum work force consisting of not less than two (2) full time Plumbers holding (at least) a Commonwealth of Massachusetts Journeyman Plumbing License.

3. Maintain a twenty-four (24) hour, seven (7) day per week emergency response telephone number that is staffed by a person and not just an answering machine. Passive answering machines are not acceptable.

4. Carry the required amount of insurance as shown by the insurance requirements listed in this IFB. Certification of Insurance shall be provided to the Watertown Housing Authority prior to the commencement of work and not later than ten (10) calendar days from the notice of contract award. Insurance shall remain in force during the full term of the contractual agreement and/or until the work is completed and accepted by the Housing Authority, whichever is later.

5. Five (5) references from Massachusetts municipalities, public housing authorities, state agencies, or large commercial or institutional clients for which the bidder served as the primary plumbing contractor on contracts similar in size and scope.

6. Rate per hour of the wages to be paid under this particular contractual agreement shall be not less that the applicable rate of wages as determined by the Department of Labor Standards and announced in the "Prevailing Wage Rates" sheets attached.

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RESPONSE TIME

A. Emergency Repairs. The Contractor shall acknowledge all service calls within one (1) hour of the call being placed. Response to calls from the Housing Authority for emergency services is required 24 hours a day, seven days a week. Contractors must have an interactive paging or telephone answering service; passive answering machines are not acceptable. Repair personnel shall arrive at the designated job site not later than two (2) hours after a Housing Authority representative has made notification that an emergency repair is required.

B. Non-Emergency Repairs. Routine service requests must be acknowledged and scheduled within four hours. Unless WHA approves another schedule in writing, routine work must be completed within 10 business days after issuance of the work order.

GUARANTY AND WARRANTY

1. The Contractor shall pay to the Housing Authority, all expenses, losses and damages incurred as a consequence of any defect, omission, negligence, or error by the Contractor, Contractor's employees, Subcontractors, or Subcontractor's employees.

2. The Contractor shall provide only new and good quality materials and warrant that he has full title to all materials, supplies and equipment used in the work under this contract.

3. All Contractor provided parts, materials, and/or equipment shall meet the HA's satisfaction and shall follow the requirements set forth by the HA's Facilities

Department prior to commencing each individual assignment under this contract.

4. The Contractor guaranties that all work, material, and equipment furnished and installed under this contract, are in accordance with the Specifications and is free from defects in material and craftsmanship for a period of one year from the date of receipt and acceptance by the HA.

SUBCONTRACTING WORK

1. The Contractor shall not subcontract any portion of this contract unless approved, in writing, by HA's Director of Facilities, Christopher Chousa, WHA Executive Director Jacqueline Weir, or an individual designated by one of these two people.

PROTECTION OF PROPERTY

The Contractor shall take all precautions to protect Housing Authority property from injury and be held responsible for all employees or any person or persons, instrument or device directly or indirectly employed by him. Any corresponding damages shall be replaced, repaired and paid for by the Contractor to the satisfaction of the Housing Authority.

OWNERS OPERATION

Bids shall be based on regular working hours with sufficient overtime work scheduled for any major or minor items of work that could be a safety or noise disturbance of any sort.

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The Contractor shall, always, protect the workers and public from injury due to his work. He shall provide and maintain temporary enclosures, barricades, and take whatever action is necessary to accomplish this, all to the satisfaction of the HA.

Parking areas shall be kept clear and accessible to the Housing Authority for its operations at all times. The location of the Contractor's storage areas shall be where approved by the HA.

QUALITY OF WORKMANSHIP

Fully qualified, OSHA certified, skilled personnel must do all work in a thorough workmanlike manner.

The Contractor shall be fully qualified to perform plumbing services and repairs. WHA may review prior performance and references to determine whether the apparent low bidder is responsible and capable of satisfactorily performing the contract. References shall be evaluated on a pass/fail responsibility basis and shall not be comparatively scored.

STATEMENT OF QUALIFICATION

Bidders must submit the Statement of Qualification (attached) with their bid which indicates at least ten

(10) years of relevant experience (prior to the release of the bid). The Statement of Qualification must include evidence that the bidder currently has the ability to perform the type, magnitude and quality of work within the scope of the bid. The Statement of Qualification must include a detailed description of information regarding any company bankruptcy proceedings and/or name changes within the last five

(5) years. The Director of Facilities reserves the right to confirm the bidder's Statement and ability to perform the services specified in the bidder's response. Note- This form must be notarized on the last page.

CONTRACTOR PERFORMANCE CRITERIA

Each contractor's performance will be evaluated on an ongoing basis and these evaluations will be utilized in determining whether to renew a contract, if applicable. Contractors must notify the Director of Facilities within seven (7) days of any change in address, phone or fax numbers and or contact names.

User departments will be surveyed as to their satisfaction with the contractor's performance under the contracts. Such surveys may include, but not be limited to, satisfaction with the contractor's performance, timeliness of response and billing accuracy. Not maintaining a satisfactory rating may be grounds for early termination or non-renewal of that contractor's contract.

Contractor performance will also be measured based upon the number of complaints received from user departments. A high number of unresolved complaints will result in a warning to the contractor and may lead to early termination or non-renewal of that contractor's contract.

LAWS AND REGULATIONS

The Contractor shall comply with all Federal, State and Local Ordinances and Regulations governing the type of work indicated in these specifications.

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AUTHORIZATION

The Watertown Housing Authority reserves the right to request the type of plumber (Master or Journeyman) to work on any project.

REMOVAL OF DEBRIS

The Contractor will remove all debris and dispose of in accordance with all applicable laws, after any and all work is completed. Use of WHA dumpsters to dispose of debris is strictly prohibited unless prior written authorization is granted per an unusual or anticipated project based need.

LIST OF DEVELOPMENTS

WATERTOWN HOUSING AUTHORITY PROJECT SITES

Lexington Gardens 'Bricks' 200-1 24 units

Lexington Gardens 'Woods' 200-3 144 units

Willow Park 200-2 60 units

McSherry Gardens 667-1 40 units

Woodland Towers 667-2 164 units

E. Joyce Munger Apartments

100 Warren Street B Building 667-3 72 units

100 Warren Street A Building WHDC 50 units

689 Scattered Sites Special Needs Developments

109/111 Union Street 689-1 7 units

15/17/19/21 Green Street 689-2 16 units

705 Scattered Sites Housing

9/11/1 IA Dana Terrace 705-1 3 units

8/6/6A Keith Street 705-1 3 units

113/115 Poplar Street 705-1 2 units

8/10 Hersom Street 705-1 2 units

10A & 10B Locust Lane (Sienna Village) 705-2 2 units

Total Units 589

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OWNER NOTIFICATION

Contractor is responsible for notifying the Owner of any unusual conditions that may affect this work.

CONDUCT OF THE WORK

During the progress of the Work, the Contractor shall so conduct his work that as little inconvenience as possible is caused to the occupants of the unit or nearby apartments. At the close of the work each day, the Contractor shall pick up and stow all equipment and miscellaneous material leaving the site in a neat and safe condition.

WHA COMMON EQUIPMENT

Throughout the authority, contractors will most commonly work on the following types of boilers, hot water tanks and pumps:

• Viessmann

• HTP

• Carrier

• Weil-McLain

• Taco

• Grundfos

Equipment that may require certification or specialization in order to service must be performed by a qualified technician. Contractor must provide all pertinent documentation regarding employees' ability to perform specialized repair or service work to the WHA and receive prior authorization from the WHA prior to allowing employees to service any specialized equipment.

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EQUAL HOUSING OPPORTUNITY

55 WAVERLEY AVENUE

WATERTOWN, MASSACHUSETTS 02472-3613

FORM FOR GENERAL BID

TO THE AWARDING AUTHORITY:

A. The undersigned proposes to furnish all labor and materials required for IFB WHA-OCPS- 2026, for the Watertown Housing Authority in Watertown Massachusetts in accordance with the Contract Documents for the contract price specified below, subject additions and deductions according to the terms of the specifications.

This bid includes ADDENDA # _________________

Years in business: ___________

B. TOTAL EVALUATED BID PRICE:

__________________________________________dollars ($___________________).

Bid Amount in Word Amount in Numbers

Extraneous numbers, prices, comments, etc., appearing elsewhere on this shall be deemed to have no effect on the prices offered in the designated locations. No oral, telegraphic, telephonic or facsimile bids will be considered. Bid prices/fees are final and all inclusive. No extra charges shall be billed to Watertown Housing Authority. Fuel, transportation, labor and equipment price shall be included in the unit price offered.

Note: Bid award will be based on the lowest evaluated bid. The evaluated bid will be calculated by multiplying each bidder-proposed hourly rate by the corresponding estimated hours and adding the fixed $15,000 material allowance and the bidder’s proposed material markup applied to that allowance. Estimated quantities are provided solely for the uniform evaluation of bids and do not guarantee any amount of work, materials, or expenditure. All hourly rates shall remain the same through the duration of the contract, including extension period.

WHA-OCPS-2026 16

LN ITEM OF WORK

HOURLY

RATE

Est.

Hrs/Yr Est. Total

PLUMBING SERVICES - MASTER/JOURNEYMAN PLUMBER RATE

Monday — Friday

7:00 a.m. until 4:30 p.m.

$ _____/hr 250 $ _______

Overtime Rate:

After Hours | Weekends | Legal Holidays $ _____/hr 50 $ _______

PLUMBING SERVICES - APPRENTICE PLUMBER RATE

Monday — Friday

7:00 a.m. until 4:30 p.m.

$ _____/hr 70 $ _______

Overtime Rate:

After Hours | Weekends | Legal Holidays $ _____/hr 16 $ _______

MATERIALS & MARKUP

5 Materials – Annual Fixed Allowance $15,000

Material Markup - to be invoiced at actual cost, plus markup. (____% X $15,000)

TOTAL EVALUATED BID

( 1+2+3+4+5+6=) $___________/YR

Charges incurred by the Contractor for the time spent in transit (port-to-port) from the Contractor's place of business to the job site and back are not part of the Contract and will not be paid by the HA. Computation of the number of hours worked shall include only those hours spent at the job site excluding mealtimes.

1) The above estimated quantities do not guarantee the actual amount that will be purchased or awarded during the year, but the total amount will be used in determining and evaluating the low bidder.

C. CONTRACT. The undersigned agrees that, if he is selected as General Contractor, he will, within thirty (30) calendar after presentation thereof by the Awarding Authority, execute a Contract in accordance with the terms of this Bid and furnish a Payment Bond, issued by a Surety Company qualified to do business under the laws of the Commonwealth and satisfactory to the Awarding Authority, in the sum of fifty (50%) of the Contract value, the premiums for which are to be paid by the Contractor and are included in the Contract Price.

D. LABOR & HARMONY. The undersigned certifies that it is able to furnish labor that can work in harmony with all other elements of labor employed or to be employed on the Work and that it will comply with M.G.L. c. 149, §44A(2)(C), M.G.L. c. 30, §39M, and all other applicable laws and regulations.

E. NON-COLLUSION. The undersigned further certifies under the penalties of perjury that this bid is in all respects bona fide, fair, and made without collusion or fraud with any other person. The undersigned further certifies under the penalty of perjury that the undersigned is not debarred from doing public construction work in the Commonwealth under the provisions of section twenty-nine F of chapter twenty-nine, or any other applicable debarment provisions of any other chapter of the General Laws or any other rule or regulation promulgated thereunder.

WHA-OCPS-2026 17

As used in this certification the word "person" shall mean natural person, joint venture, partnership, corporation, or other business or legal entity.

F. TAX COMPLIANCE. Pursuant to M.G.L. c.62(c) §49A, the individual signing this document on behalf of the Contractor, hereby certifies, under the penalties of perjury, that to the best of their knowledge and belief the Contractor has complied with all laws of the Commonwealth relating to taxes, reporting of employees and contractors, and withholding and remitting child support

G. OSHA CERTIFICATION. The bidder certifies that every employee performing work at the project site will have successfully completed a construction safety and health course approved by the United States Occupational Safety and Health Administration that is at least 10 hours in duration before beginning work. Documentation demonstrating each employee’s successful completion of the course shall be submitted with the first certified payroll report on which that employee appears, in accordance with M.G.L. c. 30, §39S(a).

Pursuant to M.G.L. c. 30, Section 39M and M.G.L. c. 149, I certify under penalties of perjury that, to the best of my knowledge and belief, I am in compliance with the OSHA requirements as stated above.

H. DEBARMENT: The undersigned further certifies under penalty of perjury that the said undersigned is not presently debarred form doing public construction work in the commonwealth under the provisions of section twenty-nine F of chapter twenty-nine or any other applicable debarment provisions of any other chapter of the General Laws or any rule or regulation promulgated thereunder.

I. INSURANCE: The undersigned agrees to provide an Insurance Certificate specifying the Watertown Housing Authority as "Additional Insured."

Company: _______________________________________________________________

Address: ________________________________________________________________

Contact Name/Title: _______________________________________________________

Authorized Signature: ____________________________________________________________

Phone: ________________________________________________________________________

E-mail: _________________________________________________________________

Date: ___________________________________________________________________

WHA-OCPS-2026 18

BIDDER STATEMENT OF QUALIFICATION

The undersigned certifies under oath that the information provided herein is true and sufficiently complete so as not to be misleading.

Submitted To:

Submitted By:

Mailing Address:

Phone Number:

Email Address:

Principal Office:

Name of Project:

Type of Work: Plumbing & Gas fitting Engineering

Mechanical Other

1. Organization:

1.1 — How many years has your organization been in business? ____________________

1.2 — How many years has your organization been in business with its present name? ____________________

1.3 — Under what other business name has your organization worked as? ____________________

1.4 — If your organization is a corporation? Answer the following:

Date of Corporation: __________________________

State of Incorporation: __________________________

Tax Identification #: __________________________

President Name: __________________________

Vice President Name: __________________________

Treasurer Name: __________________________

Secretary Name: __________________________

Date:

Watertown Housing Authority

55 Waverley Avenue

Watertown, MA 02472

WHA-OCPS-2026 19

1.5 — If your organization is a partnership, answer the following questions:

• Date of Organization: __________________________

• Type of Partnership: __________________________

• Name(s) of general partner(s):

1.6 — If your organization is individually owned, answer the following questions:

• Date of Organization: __________________________

• Name of Owner: __________________________

1.7 – If your organization is other that what is listed above, please describe it and name the principals:

2. Licensing & Insurance:

2.1 — List jurisdictions and trade categories in which your organization is legally qualified to do business and indicate registration and license numbers, if applicable:

2.2 - List general liability insurance and workers compensation insurer's name, policy number, and expiration dates:

2.3 — List the categories of work that your organization normally performs with its own forces.

WHA-OCPS-2026 20

2.3continued___________________________________________________________________________________

2.4 — Claims & Suits: (If any answer below is yes, please attach details) _______________

• Has your organization ever failed to complete work it has been awarded?_ _______________

• Are there any judgments, claims, arbitration proceedings or suits pending or outstanding against your organization or its officers? _______________

• Has your organization filed any claims, lawsuits or requested arbitration _______________ with regards to service contracts within the last five years?

2.5 — Within the last five years, has any officer or principal of your organization _______________ ever been an officer or a principal of another organization when it failed to complete a construction contract?

2.6 — On a separate sheet, please list major projects your organization has in progress, giving the name of the project, architect, contractual amount, and date of completion

• State total worth of work in progress under a contract agreement.

2.7 — On a separate sheet, list the major projects your organization has completed in the past five years, giving project name, builder, contractual amount and date of completion.

• State the average annual amount of work performed over the past five years.

3. Signature of Approval:

3.1 - Dated at - List name of organization:

List any further information regarding your organization below.

is true and

______________________ of _________________________ personally appeared before me, the undersigned notary public, and provided satisfactory identification to be the person who signed this document in my presence and swore or affirmed that the contents of this document are true and accurate to his/her knowledge.

Notarized Date: _________________________ ______________________________

Subscribed and sworn before this______day of__________________ Contractor Signature

Notary Public: ____________________________________________

My Commission Expires: ___________________________________ _____________________________

Signature: __________________________________________ Date

WHA-OCPS-2026 21

FORM OF NON-COLLUSIVE AFFIDAVIT

State of _______________________________________

County of _____________________________________ being first sworn, deposes and says:

That he is

(a partner or officer of the firm of, etc.)

The party making the foregoing bid, that such bid is genuine and not collusive or sham; that said bidder has not colluded, conspired, connived or agreed directly or indirectly, with any bidder or person, to put in a sham bid or to refrain from bidding, and has not in any manner directly or indirectly, sought by agreement or collusion, or communication or conference, with any person, to fix the bid price of affiant or of any bidder, or to fix any overhead, profit or cost element of said bid price, or of that of any other bidder, or to secure any advantage against the Watertown Housing Authority or any person interested in the proposed contract; and that all statements in said bid are true.

Signature of:

Bidder, if the bidder is an individual

Partner, if the bidder is a partnership

Officer, if the bidder is a corporation

Subscribed and sworn to before

Me this__________day of__________

Seal

Notary Public

My commission expires_____________

WHA-OCPS-2026 22

REAP CERTIFICATE

STATEMENT OF TAX COMPLIANCE

Pursuant to MGL Chapter 62C, §49A, the individual signing this Contract on behalf of the

Contractor, hereby certifies under the penalties of perjury that to the best of his/her knowledge and belief the Contractor has complied with any and all applicable laws of the Commonwealth of

Massachusetts relating to taxes, reporting of employees and contractors and withholding and remitting of child support.

Signed under the pains and penalties of perjury.

(Name of person signing bid)

(Company)

(Date)

WHA-OCPS-2026 23

PAYMENT BOND

BOND NO. __________

COMMONWEALTH OF MASSACHUSETTS

EXECUTIVE OFFICE OF HOUSING AND LIVABLE COMMUNITIES

KNOW ALL MEN BY THESE PRESENTS:

That we,_____________________________________________________________________, as Principal, and

_________________________________________________________________________________, as Surety are held and firmly bound unto the ____________________________________ Housing Authority, as Oblige, in the sum of _____________________________________________________dollars ($_________________) to be paid to the Oblige, for which payments, well and truly to be made, we bind ourselves, our respective heirs, executors, administrators, successors and assigns, jointly and severally, firmly by these presents.

WHEREAS, the said Principal has made a contract with the Oblige, bearing the date of_____, 20____ for the________________________________________________ in ________________________ Massachusetts.

PROJECT TITLE

NOW the conditions of this obligation are such that if the Principal and all subcontractors under said contract shall pay for all labor performed or furnished and for all materials used or employed in said contract and in any and all duly authorized modifications, alterations, extensions of time, changes or additions to said contract that may hereafter be made, notice to the

Surety of such modifications, alterations, extensions of time, changes or additions being hereby waived, the foregoing to include any other purposes or items set out in, and to be subject to, provisions of M.G.L. c.30 §39A, and M.G.L. c.149 §29, as amended, then this obligation shall become null and void; otherwise it shall remain in full force and virtue.

IN WITNESS WHEREOF, the Principal and Surety have hereunto set their hands and seals this:

__________ Day of_________________________ 20________

PRINCIPAL ______________________________ SURETY _____________________________

By: ______________________________ By: _____________________________ Seal ATTORNEY-IN FACT

Attest: _____________________________ Attest: _____________________________

The rate for this bond is ______% for the first $_______________ and ______% for the next $______________

The total premium for this bond is $_____________________

WHA-OCPS-2026 24

BIDDER REFERENCE FORM

Five (5) references from Massachusetts municipalities, public housing authorities, state agencies, or large commercial or institutional clients for which the bidder served as the primary plumbing contractor on contracts similar in size and scope.

Bidder Name

1. Reference Name: ______________________________________________________________________

Contact: ____________________________________________ Phone: ____________________________

Address: _______________________________________________________________________________

Description & date(s) of work: ______________________________________________________________

2. Reference Name: ______________________________________________________________________

Contact: ____________________________________________ Phone: ____________________________

Address: _______________________________________________________________________________

Description & date(s) of work: ______________________________________________________________

3. Reference Name: ______________________________________________________________________

Contact: ____________________________________________ Phone: ____________________________

Address: _______________________________________________________________________________

Description & date(s) of work: ______________________________________________________________

4. Reference Name: ______________________________________________________________________

Contact: ____________________________________________ Phone: ____________________________

Address:…