P-2025-000089 IFQ no plans.pdf

IFQ/B Page 1 Form Rev. 04/02/26 Invitation for Quote/Bid - NonFederal

Facilities Development & Operations

Department

2633 Vista Parkway West Palm Beach, FL 33411 Telephone - (561) 233-0200

Palm Beach County Board of County Commissioners

Sara Baxter, Mayor

Marci Woodward, Vice Mayor

Maria G. Marino

Gregg K. Weiss

Joel G. Flores

Maria Sachs

Bobby Powell Jr.

County Administrator

Joseph Abruzzo

“An Equal Opportunity Employer”

INVITATION FOR QUOTE/BID

ANNUAL CONTRACT

DATE: 9/25/2026

SENT TO: Qualified Contractors

On the Annual Contract Heating, Ventilation & Air Conditioning (HVAC) Services

SENT FROM: Capital Improvements Division

SENDER: Henry Madriz, Project Manager

PHONE: (561)233-0165

PROJECT NAME: Highridge Family Center Air Handling

Units Replacement

PROJECT NUMBER: P-2025-000089

Mandatory Pre-Bid Conference. There will be a Mandatory Pre-Bid Meeting at Highridge Family Center, located at 4200 N Australian Ave, West Palm Beach (meet in parking lot) at 10:00 a.m. on October 14, 2026. The purpose of this pre-bid meeting will be to review the requirements for the project described in this Invitation for Quote/Bid. You must attend this meeting if you intend to bid this work.

The work is to be done under the terms and conditions of Palm Beach County’s Annual Contract - Heating, Ventilation & Air Conditioning (HVAC) Services as supplemented by this Invitation for Quote/Bid.

Questions must be e-mailed to FDO-CID-Bids@pbc.gov at least seven (7) calendar days prior to the bid due date. Only questions received in writing will be responded to regarding this Invitation for Quote/Bid.

file://pbcgov.org/FDO/common/Business/Znachko%20Working%20File/CID%20Forms/Contracts/Construction%20-%20Annual%20(Pre-Qual)/NonFederal/Invitation%20for%20Quote/FDO-CID-Bids@pbc.gov

IFQ/B Page 2

Submitting the Quote/Bid Package The Quote/Bid Package must be enclosed in a sealed opaque envelope. The envelope must be addressed as follows:

Project Name: Highridge Family Center Air Handling Units Replacement Project Number: P-2025-000089

Attention: Diana Del Rio Cabrera Capital Improvements Division

West Palm Beach, Florida 33411

No responsibility will be attached to the Owner for premature opening of or failure to open a quote/bid not properly identified. If the quote/bid is sent by mail, the sealed envelope must be enclosed in a separate mailing with the notation "SEALED QUOTE/BID ENCLOSED" on the face thereof.

PROJECT NAME: Highridge Family Center Air Handling Units Replacement

PROJECT NO.: P-2025-000089

*DUE: November 12, 2026 by 2:00 p.m.

* The Quotes/Bids received by this time will be opened at this time at a public meeting at the below address.

RETURN TO: Capital Improvements Division

West Palm Beach, FL 33411

Qualification of Contractors. In order to submit a quote/bid in response to this IFQ/B, a contractor must be qualified under the Annual Contract - Heating, Ventilation & Air Conditioning (HVAC) Services. A contractor may obtain a Qualification Application for this Annual Contract by sending an email with the Project # in the subject line to: FDO-CID-Bids@pbc.gov or call (561) 233-0261.

Qualification applications may also be downloaded from the County’s on-line Vendor Self-Service (VSS) system at https://pbcvssp.pbc.gov/vssprd/Advantage4. The contractor must submit the Qualification Application at least 10 days before the Quote/Bid Due Date in order for its quote/bid to be considered.

file://pbcgov.org/FDO/common/Business/Znachko%20Working%20File/CID%20Forms/Contracts/Construction%20-%20Annual%20(Pre-Qual)/NonFederal/Invitation%20for%20Quote/FDO-CID-Bids@pbc.gov https://pbcvssp.pbc.gov/vssprd/Advantage4 https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService

IFQ/B Page 3

1. SCOPE OF WORK: This Quote/Bid is to furnish all material, labor, supervision, permits and supplies necessary and reasonably incidental to replacement of eight (8) Air Handling Units per the project requirements provided by Capital Improvements Division in this Invitation for Quote/Bid at Attachment “C” and all exhibits and addenda thereto. Work is to be done under the terms and conditions of Palm Beach County’s Annual Contract - Heating, Ventilation & Air Conditioning (HVAC) Services, and pursuant to the conditions of the Work Order, both of which are incorporated into the Contract Documents by reference.

2. SCHEDULE OF TIME FOR COMPLETION. The time of completion for this Project will be as follows: The Contractor must substantially complete the work within three hundred sixty (360) calendar days from the Notice to Proceed from Owner.

3. LIQUIDATED DAMAGES. Liquidated Damages are $180/day for failure to achieve certification of Substantial Completion within the Work Order time or approved extension thereof.

4. BID SECURITY AND PUBLIC CONSTRUCTION BOND. Bid Security and Public Construction Bond are required for this Project in accordance with Section 5.2 of the Instructions to Bidders of the Annual Contract as follows:

Bid Security. If Bid is $200,000 or over, this Bid must be accompanied by a Bid Security (in the form of, at Bidder's option, cashier's check, certified check, money order or Bid Bond in favor of the County) in the amount of at least five percent (5%) of the bid price, see Section 5.2.2 of the Instructions to Bidders of the Annual Contract for detailed requirements regarding Bid Security and Attachment “B”.

Public Construction Bond. If Bid is $200,000 or over (or if cumulative open work orders are $200,000 or over), then prior to execution of a Work Order, and not later than fourteen (14) calendar days after notification from Owner, the successful Bidder must furnish a Public Construction Bond in the amount of 100% of the Work Order and Guarantee, see Section 5.2.3 of the Instructions to Bidders of the Annual Contract for detailed requirements regarding the Public Construction Bond and Guarantee.

5. Small Business Development (SBD) Program. Section 5.3 of the Instruction to Bidders of the Annual Contract sets out the requirements of the County’s Small Business Development Program. All Bidders are required to submit with their bid the appropriate SBD Program schedules. SBD Schedules to be submitted with the quote/bid are as follows:

a) Schedule 1 - List of All Proposed Subcontractors, including SBE Participation. A completed Schedule 1 submitted by the prime shall list the names of all subcontractors, intended to be used in performance of the contract, if awarded. The total proposed percentage of SBE participation shall also be included on this form. This schedule must also be used if an SBE prime bidder is performing any portion of this contract with their work force.

b) Schedule(s) 2 - Letter(s) of Intent to Perform as a Subcontractor, including SBE

Subcontractors. A completed Schedule 2 is a binding agreement between the prime contractor and the subcontractor (of any tier) and should be treated as such. Each Schedule 2 shall be properly executed by the Prime Contractor and proposed subcontractor. If the Contractor is an SBE, a Schedule 2 shall be submitted to document work to be performed by its workforce.

IFQ/B Page 4

Completed and submitted SBD forms are incorporated into and made a part of the Contract Documents.

Attachment “A” identifies the affirmative procurement initiatives (APIs) applicable to this Invitation for Quote/Bid.

If Bidder is unable to comply with the API requirements as set forth in Attachment “A”, Bidder shall submit a request for a waiver or partial waiver with its bid by the quote/bid due date. Each waiver request shall include documentation demonstrating the Bidder undertook satisfactory Good Faith Efforts, as defined in the SBD Ordinance, and set forth in Section 5.3 of the Annual Contract’s Instruction to Bidders. Waiver requests not submitted at the time of bid submission shall not be considered. If the Office of SBD determines that adequate Good Faith Efforts have been demonstrated to warrant a partial or total waiver, the waiver shall be granted accordingly. If the Office of SBD determines that the Bidder failed to submit documentation sufficient to demonstrate Good Faith Efforts, the request for waiver or partial waiver shall be denied and the Bidder shall be deemed non-responsive. The granting of a waiver shall apply solely to the Bidders to whom it is issued and shall not, by itself, amend, reduce, or otherwise alter the API requirements applicable to other Bidders under the solicitation. A Bidder may seek reconsideration of an adverse waiver determination as set forth in Section 5.3 of the Annual Contract’s Instruction to Bidders and the SBD Ordinance.

6. Addendum. Any interpretation, clarification, correction, or change of the Bidding Documents will be made only by Addendum. The Department will send written instructions regarding discrepancies, omissions or unclear intents to all Bidders who are Qualified Contractors with an Annual Contract. For projects $150,000 and over all Addendum to a solicitation will also be posted under the applicable solicitation on the County’s on-line Vendor Self-Service (VSS) system at https://pbcvssp.pbc.gov/vssprd/Advantage4.

Interpretations, corrections or changes to the Bidding Documents made in any other manner will not be binding, and Bidders shall not rely upon such interpretations, corrections and changes. Prior to submission of its Bid/Quote, each Bidder must ascertain that it has received all Addenda issued. The Bidder must acknowledge receipt of each individual Addendum at the time of issuance and final receipt of all Addenda by completing the acknowledgment space provided on the Addendum Form. Failure to acknowledge receipt may result in rejection of a bid/quote.

7. Failure to Provide the Required Documents after Notification of Award. If after Notification of award from the County, the successful Bidder does not provide within 14 Days of Notification the signed Work Order, the Public Construction Bond and Guarantee (when required), and the required certificates of insurance, the County may: 1. Call in the bid security when provided; 2. Cancel the notification of recommended award and award the project to the next responsive, responsible low bidder; 3. Terminate this Annual Contract for cause; 4. Suspend or debar the Bidder from bidding on future projects for a period of two (2) years, in accordance with the Palm Beach County Purchasing Ordinance; and/or 5. Pursue any and all remedies available against the Bidder for damages resulting from its failure to enter into a Work Order and provide all required documents within 14 Days after notification.

8. Prohibition against Considering Social, Political or Ideological Interests in Government Contracting - F.S. 287.05701. Bidders are hereby notified of the provisions of section 287.05701, Florida Statutes, as amended, that the County will not request documentation of or consider a Bidder's social, political, or ideological interests when determining if the Bidder is a responsible Bidder. Bidders are further notified that the County's governing body may not give preference to a Bidder based on the Bidder's social, political, or ideological interests.

https://pbcvssp.pbc.gov/vssprd/Advantage4 https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService

IFQ/B Page 5

9. Human Trafficking Affidavit. Contractor warrants and represents that it does not use coercion for labor or services as defined in section 787.06, Florida Statutes. Contractor shall execute Attachment “D”, Nongovernmental Entity Human Trafficking Affidavit, which is attached hereto and incorporated herein by reference.

10. Prohibition Against Using Diversity, Equity, And Inclusion Material - F.S. 287.139. Consultant hereby certifies to the County that Consultant does not and will not use County funds in requiring its employees, contractors, volunteers, vendors, or agents to ascribe to, study, or be instructed using materials relating to diversity, equity, and inclusion as defined in section 125.595, Florida Statute, as amended.

11. CONTRACT AMENDMENTS. The Annual Contract is amended as follows:

The following General Conditions are added to the General Conditions:

GC 86 HUMAN TRAFFICKING AFFIDAVIT

Contractor warrants and represents that it does not use coercion for labor or services as defined in section 787.06, Florida Statutes. Contractor has executed the Nongovernmental Entity Human Trafficking Affidavit.

GC 87 DIGITAL ACCESSIBILITY COMPLIANCE

Contractor acknowledges that the County is a public entity subject to Title II of the Americans with Disabilities Act (ADA) and applicable federal accessibility regulations. Contractor represents and warrants that all websites, web-based applications, digital services, electronic documents, multimedia, and other electronic content created, developed, provided, submitted, maintained, or delivered under this Contract that may be electronically displayed, accessed, distributed, or made available to the public by the County shall conform to the Web Content Accessibility Guidelines (WCAG) 2.1, Level AA, or any successor standard adopted by the U.S. Department of Justice.

All electronic documents submitted to the County, including but not limited to PDFs, reports, forms, presentations, and public-facing materials, shall be provided in an accessible format compliant with the applicable accessibility standard at the time of delivery.

Contractor shall ensure that any updates, revisions, or modifications to such digital content remain compliant throughout the term of this Contract. Upon request, Contractor shall provide documentation reasonably demonstrating accessibility compliance. If any deliverable is determined by the County to be noncompliant, Contractor shall promptly remediate the noncompliance at no additional cost to the County and within a timeframe specified by the County.

Contractor shall ensure that any third-party digital content or platforms used in performance of this Contract either comply with the requirements herein or that an accessible alternative acceptable to the County is provided.

Failure to comply with this subsection shall constitute a material breach of this Contract.

Quote/Bid Form Page 1 Form Rev. 02/04/26 Quote/Bid Form - NonFederal

QUOTE/BID FORM

PROJECT NUMBER: P-2025-000089

PROJECT NAME: Highridge Family Center Air Handling Units Replacement

IN ORDER TO BE DEEMED RESPONSIVE TO THIS INVITATION FOR QUOTE/BID,

THE QUOTE/BID PACKAGE MUST CONTAIN:

a) This Quote/Bid Form completed and executed.

b) OSBD Schedules 1 and 2 completed and executed.

c) Bid Security. (If the bid is $200,000 or more).

d) Signed Addenda, if any issued

e) Certification for the Prohibition Against Diversity, Equity And Inclusion Material completed and executed.

THE FOLLOWING MUST BE COMPLETED AND SIGNED BY CONTRACTOR

1. TOTAL QUOTE/BID AMOUNT $ ____________

Written amount ____________

2. Bidder commits to achieving the APIs applicable to this solicitation as designated on Attachment A and as submitted on its OSBD Schedules 1 and 2.

3. Is the Bidder a Palm Beach County certified SBE? Yes_____ No_____

4. Commercial Non-Discrimination Certification. The undersigned Bidder hereby certifies and agrees that the following information is correct: In preparing its response to this Solicitation, the Bidder has considered all proposals submitted from qualified, potential Subcontractors and suppliers, and has not engaged in "discrimination" as defined in the County’s Commercial Nondiscrimination Policy as set forth in Resolution 2025-0748, as may be amended, to wit:

discrimination in the solicitation, selection or commercial treatment of any Subcontractor, vendor, supplier or commercial customer on the basis of race, color, national origin, religion, ancestry, sex, age, marital status, familial status, sexual orientation, disability, or genetic information, or on the basis of any otherwise unlawful use of characteristics regarding the vendor's, supplier's or commercial customer's employees or owners; provided that nothing in this policy shall be construed to prohibit or limit otherwise lawful efforts to remedy the effects of discrimination.

Without limiting the foregoing, "discrimination" also includes retaliating against any person or other entity for reporting any incident of "discrimination." Without limiting any other provision of the solicitation, it is understood and agreed that, if this certification is false, such false certification will constitute grounds for the County to reject the bid submitted by the Bidder for this Solicitation, and to terminate any contract awarded based on the response. As part of its bid, the Bidder shall provide to the County a list of all instances within the immediate past four (4) years where there has been a final adjudicated determination in a legal or administrative proceeding in the State of Florida that the Bidder discriminated against its Subcontractors, vendors, suppliers or commercial customers, and a description of the status or resolution of that complaint, including any remedial action taken. As a condition of submitting a bid to the County, the Bidder agrees to

Quote/Bid Form Page 2 Form Rev. 02/04/26 Quote/Bid Form - NonFederal comply with the County’s Commercial Nondiscrimination Policy as described in Resolution 2025- 0748, as may be amended.

5. The Bidder shall be bound by the terms of its Bid for a period of one hundred twenty (120) calendar Days from the date of the bid opening and may not withdraw its Bid within that time period. If the County issues a Notification from Owner within the above 120-Day period, then the Bidder will be bound by the Bid as submitted. If the County fails to issue a Notification from Owner to the successful Bidder within the above identified 120-Day period, the successful bidder will not be required to honor its bid unless otherwise agreed to by both parties. County anticipates, but does not guarantee, the award of a Work Order and written notice to proceed within ninety (90) calendar Days of Notification from Owner, absent the filing of a timely bid protest.

6. It is agreed that the undersigned has received all addenda complete as issued by the County and that related costs are included in the bid submitted. The undersigned acknowledges receipt of said addenda as follows:

Addendum # dated Addendum# dated Addendum # dated Addendum# dated

The undersigned has included the signed addenda, if issued, in its bid package.

7. The undersigned does hereby declare that the Bid covers all expenses of every kind incidental to the completion of said Work in accordance with the Contract Documents, including all claims that may arise through damages or other causes whatsoever. The undersigned does hereby declare that it shall make no claim on account of any variation from any estimate in the quantities of Work to be done, nor on account of any misunderstanding or misconception of the nature of the Work to be done or the grounds, subsurface conditions, or place where the Work is to be done.

QUOTE/BID PROVIDED BY:

Contractor Name

Date Signature

Print Name and Title

Quote/Bid Must Contain Original Signatures. No Copies or Emailed/Faxed Quotes/Bids Will Be Accepted

OSBD SCHEDULE 1

SOLICITATION/PROJECT/BID NAME: ______________ _ SOLICITATION/PROJECT/BID NO.: _____________ _

SOLICITATION OPENING/SUBMITTAL DATE: ______________ COUNTY DEPARTMENT: __________________

Section A PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY THE PRIME CONTRACTOR/CONSULTANT* ON THE PROJECT:

NAME OF PRIME RESPONDENT/BIDDER: __________________ ADDRESS: ___________________ _

CONTACT PERSON: _____________________ PHONE NO.: __________ E-MAIL:._____________ _

PRIME'S DOLLAR AMOUNT OR PERCENTAGE OF WORK: _____________ _ Non-SBE SBE

SBE Prime's must include their percentage or dollar amount in the Total Participation line under section B.

Section B PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY ALL SUBCONTRACTORS/SUBCONSULTANTS ON THE PROJECT BELOW:

(Check all Applicable Categories) DOLLAR AMOUNT OR Subcontractor/Sub consultant Name

PERCENTAGE OF WORK

Non-SBE SBE

1. □ DI

2. □ □

3. □ □

4. □ □

5. □ □ (Please use additional sheets if necessary)

Total

Total Bid/Offer Price$. ______________ Total Certified SBE Participation $

I hereby certify that the above information is accurate to the best of my knowledge:

Name & Authorized Signature Title

Note: 1. The amount listed on this form for a Subcontractor/sub consultant must be supported by price or percentage listed on the properly executed Schedule 2 or attached signed proposal.

2. Only those firms certified by Palm Beach County at the time of solicitation due date are eligible to meet the established OSBD Affirmative Procurement Initiative (API). Please

3. Modification of this form is not permitted and will be rejected upon submittal.

4. If a Mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation.

OSBD LETTER OF INTENT- SCHEDULE 2

A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant � any tier) and should be treated as such. All Subcontractors/subconsultants, including any tiered Subcontractors/ subconsultants, must properly execute this document. If a Mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation. Each properly executed Schedule 2 must be submitted with the bid/proposal.

SOLICITATION/PROJECT NUMBER:------------------------------

SOLICITATION/PROJECT NAME:--------------------------------

Prime Contractor:___________________.Subcontractor:_________________ (Check box(s) that apply)

□ SBE □ Non-SBE □ Supplier Date of Palm Beach County Certification (if applicable): _______

SBE PARTICIPATION - SBE Primes must document all work to be performed by their own work force on this form. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. When applicable, identify the line item(s) associated with the service/product being supplied. SBE credit will only be given for the areas in which the SBE is certified. A detailed quote/ proposal may be attached to a properly executed Schedule 2 for additional information.

Line

Item

Item Description Unit Price Quantity/

Units

Contingencies/

Allowances

Total Price/Percentage

The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage: ________________

If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.

Name of 2nd/3rd tier Subcontractor/subconsultant

Print Name of Prime

By:_________________ Authorized Signature

Print Name

Title

Date: __________________

Price or Percentage: ______________ _

Print Name of Subcontractor/subconsultant

By:------------------ Authorized Signature

Print Name

Title

Date: ___________________

SOLICITATION/PROJECT/BID NAME: SOLICITATION/PROJECT/BID NO.:

SOLICITATION OPENING/SUBMITTAL DATE: COUNTY DEPARTMENT:

Section A PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY THE PRIME CONTRACTOR/CONSULTANT* ON THE PROJECT:

NAME OF PRIME RESPONDENT/BIDDER: ADDRESS:

CONTACT PERSON: PHONE NO.: E-MAIL:

Non-SBE SBE

Section B PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY ALL SUBCONTRACTORS/SUBCONSULTANTS ON THE PROJECT BELOW:

Subcontractor/Sub consultant Name (Check all Applicable Categories)

Non-SBE SBE

DOLLAR AMOUNT OR

PERCENTAGE OF WORK

1.

2.

3.

4.

5.

(Please use additional sheets if necessary) Total _________________________

Total Bid/Offer Price $ Total Certified SBE Participation $

I hereby certify that the above information is accurate to the best of my knowledge:

DIRECTION: List Firm Name, Address & Provide PBC Vendor ID#. (https://www.pbcgov.org/pbcvendors)

Subcontractor 1 1222 Easy St., WPB, FL 33401

561-123-4567 VC178229

Subcontractor 2 5600 Carefree Lane, WPB, FL 33411

954-345-6789 VC123459

SAM

PLE

John Doe

PRIME’S DOLLAR AMOUNT OR PERCENTAGE OF WORK:

SBE Prime’s must include their percentage or dollar amount in the Total Certified SBE Participation line under section B.

Name & Authorized Signature Note: 1. The amount listed on this form for a Subcontractor/sub consultant must be supported by price or percentage listed on the properly executed Schedule 2 or attached signed proposal.

2. Only those firms certified by Palm Beach County at the time of solicitation due date are eligible to meet the established OSBD Affirmative Procurement Initiative (API). Please check the applicable box and list the dollar amount or percentage under the appropriate demographic category.

3. Modification of this form is not permitted and will be rejected upon submittal.

4. If a mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation.

OSBD SCHEDULE 1

ddelriocabrera Textbox MUST List ALL Subcontractors/Subconsultants ddelriocabrera Textbox Add All Certified SBE Amounts, Including Prime SBE ddelriocabrera Typewriter $145,385.80 ddelriocabrera Typewriter 181,380.85 ddelriocabrera Textbox

SAMPLE

ddelriocabrera Textbox $86,380.85

Subcontractor:

SBE PARTICIPATION – SBE Primes must document all work to be performed by their own work force on this form. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. When applicable, identify the line item(s) associated with the service/product being supplied. SBE credit will only be given for the areas in which the SBE is certified. A detailed quote/proposal may be attached to a properly executed Schedule 2 for additional information.

The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage:

Print Name of Prime

By:

Authorized Signature

Print Name of Subcontractor/subconsultant

By:

Authorized Signature

Print Name Print Name

Line Item

Item Description Unit Price Quantity/ Units

Contingencies/ Allowances

Total Price/Percentage

If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.

Price or Percentage:

Name of 2nd/3rd tier Subcontractor/subconsultant

SOLICITATION/PROJECT NUMBER:

SOLICITATION/PROJECT NAME:

19600

Carlin Park, Maintenance Bldg, Roofing Replacement

$95,000Remove and replace existing roof

President

John Doe

Roofers Are Us, Inc.

Prime Contractor: Roofers Are Us, Inc.

(Check box(s) that apply)

☒ SBE □ Non-SBE □ Supplier

Title

Date: 6/4/2025

A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant (for any tier) and should be treated as such. All Subcontractors/subconsultants, including any tiered Subcontractors/ subconsultants, must properly execute this document. If a mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation. Each properly executed Schedule 2 must be submitted with the bid/proposal.

Date of Palm Beach County Certification (if applicable):3/30/2024 .

Title

Date: 6/4/2025

SAMPLE OSBD LE TTER OF INTENT – SC HE DULE 2

dlynch Highlight dlynch Highlight

V-DDelrioCabrera Highlight

Subcontractor:

SBE PARTICIPATION – SBE Primes must document all work to be performed by their own work force on this form. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. When applicable, identify the line item(s) associated with the service/product being supplied. SBE credit will only be given for the areas in which the SBE is certified. A detailed quote/proposal may be attached to a properly executed Schedule 2 for additional information.

The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage:

Print Name of Prime

By:

Authorized Signature

Print Name of Subcontractor/subconsultant

By:

Authorized Signature

Print Name Print Name

Title

Date:

Line Item

Item Description Unit Price Quantity/ Units

Contingencies/ Allowances

Total Price/Percentage

If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.

Price or Percentage:

Name of 2nd/3rd tier Subcontractor/subconsultant

Remove and replace existing roof

Subcontractor 1

President Assistant Vice President

John Doe James Doe

Roofers Are Us, Inc.

SAM

PLE

Subcontractor 1

$50,385.80

Date: 6/4/2025 6/4/2025

Date of Palm Beach County Certification (if applicable):1/1/2024

Prime Contractor: Roofers Are Us, Inc.

(Check box(s) that apply)

☒ SBE ☐ Non-SBE □ Supplier

SAMPLE OSBD LETTER OF INTENT – SCHEDULE 2

A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant (for any tier) and should be treated as such. All Subcontractors/subconsultants, including any tiered Subcontractors/ subconsultants, must properly execute this document. If a mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation. Each properly executed Schedule 2 must be submitted with the bid/proposal.

SOLICITATION/PROJECT NUMBER: 19600

SOLICITATION/PROJECT NAME: Carlin Park, Maintenance Bldg, Roofing Replacement dlynch Highlight dlynch Highlight dlynch Highlight dlynch Highlight dlynch Highlight dlynch Placed Image dlynch Placed Image

SBE PARTICIPATION – SBE Primes must document all work to be performed by their own work force on this form. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. When applicable, identify the line item(s) associated with the service/product being supplied. SBE credit will only be given for the areas in which the SBE is certified. A detailed quote/proposal may be attached to a properly executed Schedule 2 for additional information.

The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage:

Print Name of Prime

By:

Authorized Signature

Print Name

Date:

Line Item

Item Description Unit Price Quantity/ Units

Contingencies/ Allowances

Total Price/Percentage

If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.

President

John Doe

Roofers Are Us, Inc.

SAMPLE

Prime Contractor: Roofers Are Us, Inc.

Subcontractor 2 Print Name of Subcontractor/subconsultant

By:

Authorized Signature

Jane Doe Print Name

Vice President

Subcontractor: Subcontractor 2

Date of Palm Beach County Certification (if applicable):

$35,995.05

$25,995.05

$10,0002nd Tier Subcontractor

Date: 6/4/2025 6/4/2025

□ SBE ☒ Non-SBE □ Supplier

SAMPLE OSBD LETTER OF INTENT – SCHEDULE 2*

A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant (for any tier) and should be treated as such. All Subcontractors/subconsultants, including any tiered Subcontractors/ subconsultants, must properly execute this document. If a mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation. Each properly executed Schedule 2 must be submitted with the bid/proposal.

SOLICITATION/PROJECT NUMBER: 19600

SOLICITATION/PROJECT NAME: Carlin Park, Maintenance Bldg, Roofing Replacement dlynch Highlight dlynch Highlight dlynch Highlight dlynch Highlight dlynch Highlight

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SBE PARTICIPATION – SBE Primes must document all work to be performed by their own work force on this form. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. When applicable, identify the line item(s) associated with the service/product being supplied. SBE credit will only be given for the areas in which the SBE is certified. A detailed quote/proposal may be attached to a properly executed Schedule 2 for additional information.

The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage:

Print Name of Prime

Line Item

Item Description Unit Price Quantity/ Units

Contingencies/ Allowances

Total Price/Percentage

If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.

SOLICITATION/PROJECT NAME: Carlin Park, Maintenance Bldg, Roofing Replacement

SAMPLE

Date of Palm Beach County Certification (if applicable):

Prime Contractor: Subcontractor 2 Subcontractor: 2nd Tier Subcontractor

$10,000.00

Jude Doe

Manager

Jane Doe Print Name

Vice President

Subcontractor 2 2nd Tier Subcontractor Print Name of Subcontractor/subconsultant

□ SBE ☒ Non-SBE □ Supplier

Date: 6/4/2025

Date: 6/4/2025

SAMPLE OSBD LETTER OF INTENT – SCHEDULE 2*

A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant (for any tier) and should be treated as such. All Subcontractors/subconsultants, including any tiered Subcontractors/ subconsultants, must properly execute this document. If a mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation. Each properly executed Schedule 2 must be submitted with the bid/proposal.

SOLICITATION/PROJECT NUMBER: 19600

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INSTRUCTIONS ON COMPLETING SUBCONTRACTOR/SUBCONSULTANT SCHEDULES 1 – 2

Respondents must complete and correctly execute the required OSBD Schedules when responding to a solicitation and submitting payment requests after contract award. As long as there is a required API goal, Schedules 1, 2 and 2(a) must be submitted with all bids or proposals from subc ontract ors and subcons ultants in o rd er to b e considere d respo nsive t o the solicitati on.

Important Points to Remember

A. Schedule 1 must be completed by the Prime Contractor and submitted with their bid or proposal.

1. Section “A” of this form must be properly completed by all Prime Contractor/Consultants. Regardless of whether the Prime is a certified or non-certified company. Include the company name, address, contact person, and information, as well as the dollar amount or percentage of work that the prime is responsible for completing.

2. Section “B” of this form must list all Subcontractor(s)/Subconsultant(s) to be utilized on this project.

Please check the appropriate box if the Subcontractor(s)/subconsultant(s) is certified as a PBC-OSBD SBE or Non-SBE.

3. The Prime is to indicate the dollar amount or percentage of work for all subcontractors/subconsultants. All subcontractors/subconsultants must be identified as either SBE or Non-SBE and include the dollar amount or percentage of work under the applicable designation.

4. At the very bottom of the Schedule, write down the total bid amount or percentage of work that will be completed by SBEs.

5. The Prime or authorized individual must print, sign and date the form.

B. Schedule 2 or 2(a) must be properly executed and submitted with the bid/proposal for all subcontractors/subconsultants listed on Schedule 1.

1. Specify in detail the work to be performed or material supplied, along with the dollar amount or percentage of work for each item and corresponding line item number(s), when available.

2. If there is a portion of the work that will not be performed by the subcontractor/subconsultant, a separate, properly executed Schedule 2 must be submitted for all 2nd and 3rd tier Subcontractors/subconsultants. The original subcontractor/subconsultant must indicate that information in the “red box” located in the middle of the form.

3. All subcontractors/subconsultants must print, sign and date the form.

Form Rev. 6/04/2026 Attachment A for Annual Construction–Single Trade

ATTACHMENT “A”

(Annual Construction - Single Trade)

AFFIRMATIVE PROCUREMENT INITIATIVES (APIs) FOR CONSTRUCTION

PROCUREMENT

The API(s) approved for this project are selected below by ☒. Fillable pdfs of all OSBD forms can be found on the OSBD website at https://discover.pbc.gov/hed/osbd/ Pages/Documents.aspx . Also, see the SBD Ordinance and Countywide PPM CW-O-043 for further information on APIs.

__X__ SBE Price Preference For Single Trade Construction

The work orders under this contract for single trade construction shall be awarded to the lowest, responsive, responsible bidder unless a certified SBE’s bid is within ten percent (10%) of the lowest non-SBE bid, in which case the award shall be made to the certified SBE bidder. Construction contracts where there are no opportunities for subcontracting (i.e. single trade), may include a provision requiring awards of the contract to be made to the lowest responsive, responsible respondent or bidder unless a certified

SBE’s bid is within ten (10) percent of the lowest non-small business bid, in which case the award shall be made to the certified small business bidder submitting the lowest responsive, responsible bid at the price that it bid.

https://discover.pbc.gov/hed/osbd/Pages/Documents.aspx https://discover.pbc.gov/hed/osbd/Pages/Documents.aspx

Bid Bond / Page 1 Form Rev. 02/04/26 Bid Bond - NonFederal

IFQ/B ATTACHMENT B

Return Attachment B if bid is $200,000 or more

PROJECT NUMBER: P-2025-000089

DATE:

BID BOND

STATE OF FLORIDA

COUNTY OF PALM BEACH

KNOW ALL MEN BY THESE PRESENTS: That we, (hereinafter called "Principal"), and (hereinafter called "Surety") are held and firmly bound unto Palm Beach County, a Political Subdivision in the State of Florida, by and through its Board of County Commissioners, (hereinafter called "County") in the sum of Dollars,($ ), (which sum is at least 5% of the bid price), lawful money of the United States of America, for the payment of which sum will and truly to be made, we bind ourselves, our heirs, executors, administrators and successors, jointly and severally, firmly be these presents;

WHEREAS, the "Principal" contemplates submitting or has submitted a bid to the Board of County Commissioners, Palm Beach County, Florida, for furnishing and paying for all necessary labor materials, equipment, machinery, tools, apparatus, services, all state workmen's compensation and unemployment compensation taxes incurred in the performance of the Contract, means of transportation for and complete Construction of: (Highridge Family Center Air Handling Units Replacement P-2025-000089), in the County of Palm Beach, State of Florida; and

WHEREAS, it was a condition precedent to the submission of said bid that a certified check cashier's check, money order or bid bond in the amount of five percent (5%) of the base bid be submitted with said bid as a guarantee that the bidder would, if given a Notification from Owner, enter into a written contract with the County, and furnish a public construction bond in an amount equal to one hundred (100%) of the total Contract, within fourteen (14) consecutive calendar days after the County issues the Notification from Owner.

NOW THEREFORE, THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, if the bid of the "Principal" herein is accepted and said "Principal", within fourteen (14) consecutive calendar days after written notice being given of such acceptance, (i) enter into a written contract with the County and (ii) furnishes a public construction contract bond in the amount equal to one hundred percent (100%) of the total contract amount and in a form satisfactory to the County, then this obligation shall be void. If the Principal fails to complete (i) and (ii) above, the sum herein stated shall be due and payable to the "County", and the "Surety" herein agrees to pay said sum immediately upon demand of the "County", in good and lawful money of the United States of America, as liquidated damages for failure of said "Principal".

Bid Bond Must Contain Original Signatures. No Copies Will Be Accepted.

Bid Bond / Page 2 Form Rev. 02/04/26 Bid Bond - NonFederal

PROJECT NUMBER: P-2025-000089

DATE:

IN WITNESS WHEREOF, the said as "Principal" herein, has caused these presents to be signed in its name, by its , and attested by its under the corporate seal, and the said as "Surety" herein, has caused these presents to be signed in its name, by its , and attested by its corporate Seal, this day of , A.D., 20 .

ATTEST:

TITLE:

(SEAL)

(Contractor Name)

(Signature)

Print Name and Title:

ATTEST:

TITLE:

(SEAL)

(Surety Name)

(Signature)

Print Name and Title:

Bid Bond Must Contain Original Signatures. No Copies Will Be Accepted.

CAPITAL IMPROVEMENTS DIVISION

IFQ/B ATTACHMENT C

PROJECT REQUIREMENTS

Annual Contract - Heating, Ventilation & Air Conditioning (HVAC) Services

Contact: Henry Madriz, Project Manager Phone: (561)233-0165 Project Title: Highridge Family Center AHU Replacement Project Project #: P-2025-000089 Project Location: 4200 N. Australian Ave, West Palm Beach, FL 33407

1. GENERAL

a. The work covered by this Request for Quote consists of the furnishing of all labor, equipment, devices, tools, materials, transportation, professional services, supervision, drawings, permitting, and all miscellaneous requirements to perform all operations necessary to accomplish the work set forth below and shall be considered part of the Scope of Work.

b. Please reference the Annual Contract – Heating, Ventilation & Air Conditioning (HVAC)

Services for additional requirements.

c. Work to be completed during 8:00 a.m. to 5:00 p.m. weekend hours or weekdays 5:00 p.m. to 11:00 p.m. Monday to Friday. Work is to be coordinated with Facility Manager in advance. Contractor shall present a construction schedule at pre-construction meeting showing sequence of installation for approval by Project Manager.

d. Contractor shall contact the Project Manager within seventy-two (72) hours of notice to proceed to establish scheduling, etc. required for project implementation.

e. Work to be completed within three hundred sixty (360) calendar days from Notice to

Proceed. Permit application, if required, is to be submitted by Contractor within five (5) days of “Notice to Proceed” and due diligence exercised to address all Building Department comments.

f. Liquidated damages will accrue in the amount of $180 per day.

g. The Contractor will provide a Certificate of Occupancy or Certificate of Completion, as appropriate, obtained from the proper Building Official, prior to processing of final payment.

h. Contractor is responsible for obtaining all measurements during the site inspection, equipment clearances, and maintenance access during the site inspection, to include if required any building heat load calculations.

2. SCOPE OF WORK

To remove and replace eight (8) air handling units (AHUs) per the project requirements provided below and in accordance with preapproved installation schedule:

a. Remove the eight (8) existing Trane Air Handlers Units (AHUs) and replace with project specific Palm Beach County approved equal, using the specifications provided in Exhibits “2A” and “2B”. Refer to section 6 Equipment Manufacturers. Each AHU is to be removed, replaced with new unit and put in operation per approved sequence prior to moving to next

AHU.

b. Upgrade the current pneumatic accessories and controls in the mechanical rooms to digital controls. Any upgrades have to be compatible with existing Trane system.

See Exhibits “1-7”.

c. Provide new chilled water valves on return side.

d. Provide new return, supply and fresh air dampers and actuators.

e. Replace all fresh air ductwork within the mechanical room “like for like”. Add fresh air intake filter fixture capable of regular replacement of filters to prevent outside debris into the building.

f. Replace supply plenums within Mechanical room with doubled wall duct.

g. Replace or provide and install new thermometers and pressure gauges on supply and return chilled water lines for each air handler.

h. Reuse equipment identification tags (i. e. AHU6 / AHU7, etc.) or replace with new and relabel all water lines, ductwork, accessories, etc. consistent with existing identification, where necessitated by replacement (i.e. chilled water / return water, etc.).

i. Provide and install a new existing identification, where necessitated by replacement (i.e.

chilled water / return water, etc.). Include directional flow arrows.

j. Provide a single wall-mounted VFD with motor overload protection capable of servicing multiple fans as identified in AHU specs. See Exhibit “2”.

k. Trane Control System:

Upgrade existing Trane Tracer BCU to new Tracer SC+. Tie in and configure existing Chiller plant controller and Chillers into new Tracer SC+. Disconnect existing sensors and actuators wiring from the AHU and protect the existing wiring during the AHU demolition.

Upon installation of new AHU, reconnect sensors and actuators wiring on to new AHU. Tie in and configure new AHU controllers into new Tracer system. See Exhibit “8” for Control System detailed scope of work.

l. Ensure all drain lines are flushed, pressurized, unblocked, cleared and fully operational.

m. All penetrations, joints, taps, splices, re-insulation, re-connections shall be sealed and patched to meet code requirements.

n. Document system pressure test and balanced, recalibrated before running load amps, and provide County the test and balance report by third- party licensed HVAC contractor.

o. The contractor will provide "As-Built" documents including drawings and equipment specification, manufactures warrantees, and building permit certificate of completion.

p. System shall be started after installation is complete, and tested & balanced for proper operation with County Project Manager (PM) present. The testing and balanced report shall be performed by a 3rd party inspection & licensed company.

q. Provide all necessary piping, electrical, control wiring to make the system fully operational per manufacture specifications. The contractor is required to upgrade the existing Trane BAS to correspond with the new AHU equipment, with back net wiring capability and meet present monitoring standards of the County to be viewed remotely.

Contractor shall coordinate with BAS supplier for getting existing systems disconnected and reconnected. The existing BAS is serviced and supplied by Trane. As reference all bidders should reach out to Corey Balko, Trane Account Manager to coordinate and obtain any further upgrade information.

r. All new air handlers to be engineered & Fit with Merv # 13 air filters at substantial completion. PBC-FMD shall be provided 6-months’ supply of Merv filters.

3. PRODUCT INFORMATION

Manufacturer used as the Basis of Design is Trane. Any others must meet or exceed all specified requirements. Any substitution to the County must be submitted by the Prime Contractor at least ten (10) business days prior to bid due date and will require Owner’s written approval. Substitution requests are to be submitted for County review to the Project Manager and shall include all equipment and material cut sheets and manufacturers performance criteria data for all equipment and components for review and acceptance by the County.

Naming acceptable manufacturers does not relieve the contractor from compliance with all design requirements shown on the drawings and technical specifications or listed herein. Palm Beach County is responsible to review the substitution(s) in order to make final equality recommendation to the Owner.

4. SUBMITTALS

All submittals and shop drawings shall be sent to the Project Manager for approval. This includes, but is not limited to, products to be used, methods of installation and requests for information and/or clarification. All submittals must be made by the Contractor and must include all details necessary for the Project Manager and Palm Beach County to make any necessary determinations. A transmittal form must be included which clearly requests data or information and deviations from the contract requirements for which approval is being requested. Failure to provide sufficient information will result in the rejection of the submittal.

Where the specifications do not specify a brand name product or where a substitution of a product is not specifically prohibited, the Contractor shall submit their selected products for approval by the Project Manager. Such submittals shall include as much detail, and in a format, as required by the Project Manager, so as to allow the Project Manager to evaluate the proposed substitution.

5. EXISTING EQUIPMENT

a. Provide, on company letterhead, the make, model and serial number of each piece of equipment to be disposed of, stating said equipment has been disposed of in the proper manner. Pictures of the equipment shall be included with the letter along with a record of any PBC asset numbers.

b. The Facilities Management Division (FMD) representative shall use the contractor provided information to complete the PBC asset disposal forms.

6. EQUIPMENT MANUFACTURERS

a. ACCEPTABLE MANUFACTURERS

Air Handling Units shall be manufactured by one of the following:

• Trane

• Carrier

• Lennox

• Rheem

b. All material shall meet or exceed Florida Building Code (latest edition) and product submittals shall be reviewed and approved by the Owner’s Representative prior to ordering.

c. Materials shall be delivered in their original, unopened packages, and…