PROJECT MANUAL - MPS Middle School Greenhouse 08.04.25.pdf

Marshall Public Schools Middle School Greenhouse

Marshall, MI

PROJECT MANUAL

JOB #25-018

August 4, 2025

TABLE OF CONTENTS

I. BID DOCUMENTATION & REQUIREMENTS

A. ADVERTISEMENT TO BID

B. BID REQUIREMENTS

C. BID FORMS

D. POST BID INTERVIEW SCHEDULE

II. CONTRACT

E. GENERAL CONDITIONS OF THE TRADE CONTRACT BETWEEN THE CONSTRUCTION MANAGER & TRADE

CONTRACTOR

III. PROJECT SPECIFIC DATA

F. SCOPES OF WORK

1. Project Safety and General Scope Requirements

2. Bid Package Scopes of Work

G. SCHEDULE

H. SAMPLE INSURANCE CERTIFICATE

I. CHANGES IN WORK PRICING FORM

J. SUBMITTAL LOG

K. SITE SPECIFIC SAFETY PLAN & SITE LOGISTICS PLAN

L. OWNER SPECIFIC REQUIREMENTS

M. TAX EXEMPTION

N. ASBESTOS CERTIFICATION

* PORTIONS OF THIS MANUAL CONTAIN PROPRIETARY AND CONFIDENTIAL INFORMATION AND MAY NOT BE

REPRODUCED WITHOUT CONSTRUCTION MANAGER'S WRITTEN PERMISSION.

I. BID DOCUMENTS & REQUIREMENTS

B. BID REQUIREMENTS

C. BID FORMS

D. POST BID INTERVIEW SCHEDULE

PROJECT: Marshall Public Schools Date: August 4, 2025 100 E. Green St.

Marshall, MI 49068

BIDS DUE: August 19, 2025, 11:00 AM, Local Time

PROJECT DESCRIPTION: This project consists of adding a greenhouse to the middle school in an open area. The work includes of earthwork, installation of underground utilities, concrete flatwork, and plumbing. The Greenhouse structure and concrete materials will be supplied by the owner.

PROJECT SCHEDULE: September 8, 2025 – November 3, 2025 (a detailed schedule included with bid documents)

KEY DATES:

The anticipated timetable of key dates for this bid are as follows:

Documents available for Contractors August 4, 2025 Pre-bid and Site Walk-thru TBD RFI questions cut off August 12, 2025, 3:00 PM Bid Due Date August 19, 2025, 11:00 AM Bid Opening (virtual, In Person, or Hybrid) August 19, 2025, 11:30 AM Post-bid Interviews August 21, 2025 – August 25, 2025 Award to Contractor September 23, 2025

PROPOSALS: Sealed bids will be received at Marshall Middle School, 100 E. Green St., Marshall, MI 49068 no later than August 19, 2025, 11:00 AM and are to be addressed to the attention of Superintendent Rebecca Jones. No electronic will be accepted. Envelopes are to be clearly marked with Project name and number and Bid Package name and number. If contractors are bidding more than one bid package, the bids must be submitted in separate envelopes. Bids will be publicly opened and read aloud. Bids received after specified date and time will not be accepted and will be returned unopened. Bids will be accepted as single "Bid Packages", or "Combination Bid Packages" as determined to be in the Owner's best interest. Combination bids shall be submitted in separate envelopes. Fillable bid forms and other project forms can be found in the “Project Forms” folder in our online plan room.

BID PACKAGES:

00.0 Safety and General Scope Requirements

03.1 Concrete

22.1 Plumbing

26.1 Electrical

31.1 Earthwork

BID OPENING: Bids will be publicly opened and read aloud on August 19, 2025 at 11:30 AM, Local Time. Bidders may attend the opening virtually via MS Teams video Conference. Bidders will receive an invitation containing the MS Teams link by email prior to the due date. For meeting information or questions for bid submission please contact precon@csmgroup.com.

DOCUMENT LOCATIONS: Drawings, Specifications and Project Manual, together with all necessary forms and other documents for bidders may be obtained Monday, August 4, 2025, from CSM Group through Procore. Procore is self-service and documents are available free of charge for Project use. An email will be sent to all bidders when bid documents have been posted.

Procore is continually kept up-to-date, and should be your first source for the latest Project documents. All printing/shipping costs are the responsibility of the Bidder.

How to obtain documents from Procore:

mailto:precon@csmgroup.com

From the Invitation Email:

1. To download the bid documents for the project, click the download link in the ‘Invitation to Bid’ email received From the Planroom within Procore:

1. You may also download the documents from the Planroom in Procore

2. Log into Procore

3. Navigate to the Company Level Planroom

4. Click on the bid package you would like to download the bid documents from

5. Click on the orange ‘Get Bid Documents’ button on the right

For further instructions, feel free to visit the following website: https://www.youtube.com/watch?v=ssIptXGpL1k

Documents are also available at the following plan rooms: Builders Exchange, McGraw Hill – Dodge Reports, Construction Association of Michigan, Construction News Services and West Michigan Minority Contractors Association

BID BOND: Required; Bid bond or certified check of not less than 5% of the bid amount shall be submitted with bid and made payable to Marshall Public Schools.

PREVAILING WAGE: This is not a prevailing wage project.

FAMILIAL RELATIONSHIP DISCLOSURE: All proposals shall be accompanied by a sworn and notarized statement disclosing any familial relationship (or lack of a relationship) that exists between the owner or any employee of the bidder and any member of the Board of Education of the Kalamazoo Public Schools or the Superintendent of the School District. The District shall not accept a bid that does not include a sworn and notarized disclosure statement.

IRAN ECONOMIC SANCTIONS ACT: Additionally, each bid shall be accompanied by a disclosure statement indicating that they have not been doing business with companies having ties with the country of Iran in accordance with the Iran Sanctions Act.

PRE-BID MEETING & SITE WALK-THRUS: Information regarding a pre-bid meeting will be issued in a forthcoming clarification.

BIDDERS REQUEST FOR INFORMATION: Submission cut-off date is August 12, 2025, 3:00 PM. A fillable RFI form is located on the CSM Group plan room. Typed RFIs are to be submitted to kristance.buelow@csmgroup.com.

TYPE OF CONTRACT: The base bid shall be a lump sum amount, for the work as set forth in the bid documents.

CONTRACT SECURITY: Payment and Performance Bonds will be required for all awarded contracts in excess of $50,000 and the cost of these bonds is to be included in your base bid. All packages less than $50,000 must state, as an alternate, the cost of providing Payment and Performance Bonds.

RIGHTS RESERVED: The Owner reserves the right to accept or reject any and all bids, alternates, or proposals, and to accept bids, alternates, or proposals that, in its sole judgment, serve its best interests.

POST-BID INTERVIEWS: Post-bid interviews are scheduled for August 21, 2025 – August 25, 2025.

BIDDER PRE-QUALIFICATION: Bidders are not required to prequalify to submit a bid; however, all bidders must be prequalified with CSM Group to be eligible for contract award. Bidders who have received written approval as a qualified bidder in the last 12 months will not be required to resubmit. Please contact prequalificaiton@csmgroup.com or visit https://www.csmgroup.com/trade-partners to become a qualified bidder.

https://www.youtube.com/watch?v=ssIptXGpL1k mailto:kristance.buelow@csmgroup.com mailto:prequalificaiton@csmgroup.com https://www.csmgroup.com/trade-partners

B. BID REQUIREMENTS

1.00 DEFINITION OF THE PROJECT: The CSM Group, Inc., as Construction Manager (“Construction Manager” or

“CSM Group”) for Marshall Public Schools, is requesting firm lump sum (or unit price) proposal(s) for furnishing of labor, material, equipment and all other items required to construct the following (“Project”) as defined by the Project Manual and Contract Documents, which includes Drawings and Specifications prepared by Kingscott Associates Inc., 950 Trade Centre Way #130, Portage, MI 49002 (“Architect/ Engineer”) for the following stated Project. All capitalized terms herein shall have the meanings as defined in this Project Manual or as otherwise defined herein.

100 E. Green St., Marshall, MI 49068

Construction Manager

CSM Group

Home Office: Field Office:

600 East Michigan Ave., Suite A TBD

Kalamazoo, MI 49007 TBD Phone: (269) 746-5600 Phone: TBD

Fax: (269) 746-5699 Fax: TBD

2.00 CONTRACT DOCUMENTS: The contract documents for the purposes of these Bid Requirements (hereinafter the “Contract Documents”) for the Project consist of the following separate documents:

1. This Project Manual, as developed for the Project by the Construction Manager.

2. Drawings and Specifications developed by Architect.

3. All documents incorporated by reference in the Project Manual or the resulting Trade Contract between Construction Manager and Trade Contractor.

4. All subsequent addenda, bulletins, ASI's, construction change directives, and bid clarifications.

Each Trade Contractor is hereby notified that the above listed documents collectively constitute the

Contract Documents. All Trade Contractors are required to review these Contract Documents and treat them as one. All Trade Contractors will be liable for information contained in these separate documents as if they were bound together and issued as one.

3.00 BIDDER RESPONSIBILITY: It is the responsibility of the bidder to view and acknowledge all documents, BRFIs, addenda, and any other documents that may be posted. The bidder is responsible for checking the plan room for updates and revisions. CSM Group is not responsible for late bids for any reason (including because of email failure).

Trade Contractor releases and discharges the Construction Manager, Architect, Engineer, and Owner from all costs, expenses, damages, liabilities, or claims related to the failure of CSM to properly receive and process the Trade Contractor’s bid and bid documents. This shall include any claims against said parties, and their assignees, officers, agents and representatives, for any consequential or special damages, including, but not limited to, any lost profits from the alleged failure of the Trade Contractor to be awarded any Project Work.

4.00 BIDDERS SUBMISSIONS: It is understood and mutually agreed that by submitting a bid proposal (“Bid Proposal”), the bidder agrees and fully understands the Work (as defined in the General Conditions (“General Conditions”) of this Project Manual) on which the Trade Contractor has bid and has satisfied itself as to the full nature and requirements of the Work.

It is further mutually agreed that the bidder, by submitting a Bid Proposal, acknowledges that it has satisfied itself as to the feasibility and correctness of the Contract Documents and that it accepts all the terms, conditions and stipulations contained in this Project Manual and the Contract Documents, and that it will work in cooperation with other Trade Contractors performing Work on the jobsite. The bidder represents and warrants to the Owner, Architect/Engineer and Construction Manager that it has visited the site and has familiarized itself with the local conditions under which the Work is to be performed.

No verbal agreement or conversation with any office, agent, or employee of the Owner, the Architect/Engineer (“Architect/ Engineer”) or the Construction Manager, either before or after the execution of a Trade Contract (as defined in the General Conditions), shall affect any of the terms, conditions or other obligations set forth in any of the Contract Documents. No exclusions, disclaimers, or revised, additional, or alternate terms and conditions set forth in any Bid Proposal shall modify or take precedence over the requirements of the Contract Documents, regardless of any language to the contrary included in the Bid Proposal (which language shall be considered void).

Drawings and Specifications (as defined in the General Conditions) are complementary and that which is called for by one shall be binding as if called for by both.

In case of difference between Drawings of the same scale, or between large scale drawings, or between the Drawings and the Specifications or within the Drawings in the Specifications, the conflicts must be reported before bid due date and that which requires the highest degree of performance (quality, quantity, strength, finish, completion, complexity, sophistication, cost, etc.) will be required and shall be provided at no increase in bid amount if no written clarification is issued. Addenda, which may be issued, will take precedence over Drawings and Specifications in case of conflict.

The "Scope of Work" in the Project Manual takes precedence over references in the Drawings and Specifications to work by a particular Trade Contractor. Where conflicts exist between these documents, the Scope of Work should be followed.

5.00 QUESTIONS, CLARIFICATIONS AND INTERPRETATIONS: No oral explanation in regards to the meaning of the bid Contract Documents will be made and no oral instructions will be given before the award of a Trade Contract. Discrepancies, omissions, questions, needs for clarification or interpretation, or doubts as to the true meaning of the Contract Documents should be communicated in writing immediately to the Construction Manager who shall thereafter notify the Architect/ Engineer. The Construction Manager will issue a written instruction in the form of an addendum, RFI, or clarification to all bidders of record and shall be included in the bid, and upon execution of a Trade Contract, if the bidder is awarded the same.

6.00 STANDARDS, SUBSTITUTIONS AND “APPROVED EQUALS”: The materials, products, and equipment described in the bid Contract Documents establish a standard of required function, dimension, appearance, and quality to be met by any proposed substitution.

6.01 All bids must be based on the brands/manufacturers specified or approved in writing prior to bid submission. To receive proper consideration, bids must be based on drawings and specifications without exception. Bidder may offer proposed substitutions as voluntary alternates and a corresponding add or deduct from the base bid on the Bid Form, but the base bid must be based on the Contract Documents without exception.

6.02 A statement setting forth any changes in other materials, equipment or work that incorporation of the substitute would require shall be included. The burden of proof of the merit of the proposed substitute is upon the proposer. The Architect/ Engineer will recommend approval or disapproval to the Owner of each proposed substitution.

7.00 PREPARATION OF BIDS: Each Bid Proposal shall be submitted on the designated form and shall be signed in ink. Any changes in the Bid Proposal must be explained or noted and include the signature of the bidder.

Bids containing any omissions, unexplained erasures, alterations, irregularities of any kind or items not called for in the bid form may be rejected by the owner.

8.00 MODIFICATION OR WITHDRAWAL OF BID: No bids may be withdrawn for at least sixty (60) consecutive calendar days following the bid opening.

8.01 Prior to the time and date designated for receipt of bids, bids submitted early may be modified or withdrawn only by notice to the party receiving bids at the place and prior to the time designated for receipt of bids. Such notice shall be in writing and include the signature of the bidder. The written confirmation and signature of the bidder must have been submitted and received before the date and time set for receipt of bids or may be rejected. Any modification shall not reveal the amount of the original bid. Withdrawn bids may be resubmitted up to the time designated for the receipt of bids provided that they are then fully in conformance with these Instructions to Bidders.

9.00 CONSIDERATION OF BIDS: The Owner shall have the right to reject any or all bids and, in particular, to reject a bid not accompanied by data required by the Contract Documents or a Bid Proposal which is in any way incomplete or irregular. The Owner shall have the right to waive any informality or irregularity in any Bid Proposal received.

9.01 The Owner reserves the right to reject any and all Bid Proposals when such rejection is in the interest of the Owner, or to reject the bid of a bidder who, in the Owner’s opinion, is not qualified to fulfill the Trade Contract.

10.00 ALTERNATES: The Owner shall have the right to accept or reject alternates in any order or combination and to determine the best Bid Proposal on the basis of the sum of the base bid and the alternates accepted.

11.00 QUALIFICATION OF BIDDERS: The Owner reserves the right to request an audited, current (within 6 months) financial statement together with a statement of past experience, personnel, machinery, and equipment available to perform the proposed Work from any bidder considered for award of a Trade Contract. Failure or refusal to furnish such a statement or statements, to provide such information or to provide a satisfactory statement of financial responsibility, may constitute a basis for disqualifying the bidder.

11.01 Corporate bidders, to be eligible to enter into a Trade Contract, shall be qualified to do business in the location corresponding to Project location. Bidders shall comply with all applicable licensing requirements. Foreign corporations, which have not domesticated or otherwise become licensed in the state, shall obtain a permit to do business pursuant to local requirements.

11.02 Each Bidder, by submitting a Bid Proposal, agrees to meet with the Owner and Engineer, if so requested, prior to an award.

12.00 CONTRACT AWARD: Prior to Trade Contract award, the successful bidder shall:

12.01 List the names of all proposed Subcontractors and material and equipment Suppliers, and list all materials to be used.

12.02 List all delivery dates of all major materials and equipment and any other materials and equipment critical to the progress of construction.

12.03 Provide an itemized breakdown with separate materials and labor (“Schedule of Values”) which comprise the contract price. The breakdown will be used as a basis for partial payments to the Trade Contractor. It is essential that the breakdown be as representative of the true total cost of each item as is possible to ascertain. The Construction Manager shall have the right to require the Trade Contractor to submit to the Construction Manager copies of subcontract agreements or other documentations regarding breakdown costs necessary to confirm the accuracy of the Schedule of Values.

13.00 BONDING

13.01 BID BONDS

a. Bid security shall be in the form of a bid bond, a certified check, a cashier’s check or money order in the amount of 5% on the total bid.

b. One (1) copy of the bid bond are to be submitted with Proposal Form.

c. When a bid bond is submitted, the owner shall be listed as obligee.

d. When the bid bond is submitted, the attorney-in-fact who executes the bond on behalf of the surety shall attach to the bond a certified, current copy of this power of attorney.

e. When a cashier’s check, certified check or money order is submitted, it shall be made payable to the Owner.

f. The Owner will have the right to retain the bid security of bidders to whom an award is being considered until either (a) the Trade Contract has been executed and bonds, if required, have been furnished, or (b) the specified time has elapsed so that bids may be withdrawn, or (c) all bids have been rejected.

13.02 PAYMENT BONDS, PERFORMANCE BONDS

a. All successful Bidders may be required to furnish both a Payment Bond and a Performance Bond, each in the amount of one-hundred percent (100%) of the Trade Contract amount, with the Owner named as Obligee. All bonding companies must be listed by the U.S. Treasury, must be rated A or better by Best and must be licensed to do business in the state of which the Project is located.

b. Payment Bonds and Performance Bonds must be separate. The combined form will not be accepted.

c. When submitted, Payment Bonds and Performance Bonds shall include:

1. Full name and address of Trade Contractor, surety and Owner

2. Contract date

3. The exact amount of the contract

4. The Architect name and address:

Kingscott Associates Inc., 950 Trade Centre Way #130, Portage, MI 49002

5. Signature and title

6. Corporate seal, if applicable

7. Notarization

8. Power of attorney

BOND COSTS IN BIDS

a. Include costs for Payment Bonds or Performance Bonds in Base Bids if required to furnish.

SUBMISSION OF BONDS

a. Bonds, if required, shall be submitted to the Construction Manager within fifteen (15) days following the Trade Contractor’s receipt of the Notice to Proceed to commence the Work from the Construction Manager or the Owner/Construction Manager Agreement, whichever is earlier.

b. If the Work is commenced prior to the execution of the Owner/Construction Manager Agreement in response to a Notice to Proceed, the Trade Contractor shall, prior to commencement of the Work, submit evidence satisfactory to the Construction Manager that required bonds will be furnished within fifteen (15) calendar days from the date of the Notice to Proceed.

14.00 TAXES: The Trade Contractor shall pay all state and federal taxes levied on its business, income, or property, including but not limited to taxes on the Trade Contractor’s gross or net receipts or income.

The Trade Contractor shall also make all contributions for social security and other wage or payroll taxes due. The Trade Contractor shall be solely responsible for such payments and shall indemnify Owner and Construction Manager and hold them harmless for any assessment and payment of same.

15.00 TRADE CONTRACTOR AGREEMENT: Each bidder, by submitting a Bid Proposal, agrees to execute the

Trade Contract and incorporated General Conditions, which shall be part of the Contract Documents without modification.

16.00 BIDDER EXPECTATIONS – PRE AND POST AWARD: The Owner, Construction Manager, and the entire Project team upholds the highest level of expectations for the success of the Project. As a result of these expectations, all those who elect to participate in the bidding process and who will be potential awarded contract work for this Project are expected to uphold the highest professional degree of care and work standards.

The awarded bidder for any bid category is considered an expert in its field of work, duly licensed and authorized to perform the work in the Project jurisdiction, and has been contracted to perform a service to the client based on and because of that expertise. The awarded bidder will submit all of its bid development documents, supporting the values submitted on its Schedule of Values, subsequent to the bid award (including all of its calculations) if requested.

17.00 MINORITY, WOMAN, VETERAN, AND DISABLED SUBCONTRACTORS AND SUPPLIERS: The Construction

Manager is committed to providing minority, woman, veteran, and disabled owned businesses equal access to opportunities to participate on this Project. The Construction Manager urges all minority, woman, veteran, and disabled owned businesses to participate in procurement and contracting activities, and encourages Bidders who are not minority, woman, veteran, or disabled owned businesses to utilize these businesses where possible. No potential Bidder, Supplier, Trade Contractor, or Subcontractor (or their employees or representatives) will be precluded from consideration on the basis of race, color, religion, sexual orientation, gender or gender identity, national origin, age, physical or mental disability, marital status, veteran status, or any other status protected under applicable laws.

18.00 BID FORMS: Please find the enclosed bid forms for use – RFI Form, Bid Form, Post-bid Interview

Questionnaire.

C. BID FORMS

The enclosed forms are to be used during the bidding and post-bid interview process:

1. RFI Form

2. Bid Submission Checklist

3. Bid Form

4. Familial Statement of Disclosure

5. Affidavit of Compliance – Iran Economic Sanctions Act

6. Post-bid Interview Requirements & Meeting Minutes

7. Project Team Contact List

8. Post-Bid Interview Tentative Schedule

Please note your bid will not be accepted if a bid bond (or certified check), Familial Statement of Disclosure, and Affidavit of Compliance – Iran Economic Sanctions Act are not included with your bid.

MARSHALL MIDDLE SCHOOL GREENHOUSE

Please submit typed RFIs to kristance.buelow@csmgroup.com no later than August 12, 2025 by 3:00 PM.

Date: Bid Package #:

RFI #: To be Assigned by CSM Group Project #:

RFI Subject:

Drawing(s):

Submitting Company:

Spec Section:

Contractor Name:

Schedule Impact:

Phone:

Cost Impact: E-Mail:

Request:

Possible Solution:

Response:

Answered by: Date:

600 East Michigan Avenue, Suite A Kalamazoo, MI 49007

Ph: (269) 746-5600 Fx: (269) 746-5699 RFI Form mailto:kristance.buelow@csmgroup.com

Initials __________

BID SUBMISSION CHECK LIST

BID SUBMISSION REQUIREMENTS:

Bid form consists of 5 part; all parts are required to be completed.

All areas to be completed are highlighted in yellow.

Include Scope of Work with Unit Costs, Alternates and Bid Breakdown completed.

Each page is required to be initialed in lower right corner in area provided.

One copy of bid form is required with an original signature.

REQUIRED ATTACHMENTS:

Bid will not be considered/read aloud without the following attachments.

Original Bid Bond or Certified Check Familial Disclosure Affidavit of Compliance – Iran Economic Sanctions Act

BID FORM

MARSHALL MIDDLE SCHOOL GREENHOUSE

SUBMITTED BY: DATE:

(Contracting Firm’s LEGAL NAME)

Having examined, studied, and accepted the Project Manual dated , the Instructions to Bidders, and the other

Contract Documents for the Project and having inspected the Site and noted all conditions governing construction of the Project:

BID PACKAGE: DESCRIPTION:

We hereby propose to furnish all labor, materials and equipment and perform Work described above and listed below, for the following sum(s), which include all applicable taxes.

Bid submission is required to include the following attachments:

Bid Form (1 original) Scope of Work with Unit Costs, Alternates and Bid Breakdown completed Original Bid Bond or Certified Check (regardless of bid amount) Familial Disclosure Affidavit of Compliance – Iran Sanctions Act

Qualified Bidder Status:

A bid submission is not dependent on you being a qualified bidder. However, to be eligible for project award, bidders are required to be approved as a qualified bidder with CSM Group. Bidders who have received written approval as a qualified bidder in the last 12 months will not be required to resubmit.

CSM Group Qualified Contractor. Date of approval:

Non-Qualified Contractor, will submit upon request for post-bid interview In process of becoming a Qualified Contractor. Date of Submission:

Visit https://www.csmgroup.com/trade-partners to complete a Trade Contractor Pre-Qualification Application by clicking on the ‘Pre-Qualify to Work With Us’ button. Please contact prequalification@csmgroup.com if you have questions.

PART A:

BASE BID:

BASE BID

TYPED/WRITTEN:

https://www.csmgroup.com/trade-partners mailto:prequalification@csmgroup.com

BOND:

Performance, Labor and Material Bond:

1. Included in base bid in all packages in excess of $50,000

2. Listed as an alternate in all packages less than $50,000

Included in Base Bid Listed as Alternate

SALES TAX:

Provide breakout cost of sales tax included in base bid.

ACKNOWLEDGE:

Receipt of All BRFIs, Addenda, and Clarifications (all need to be listed individually)

BRFIs:

Addendums:

Clarifications:

Other:

TIME OF COMPLETION:

Calendar Days to Complete

MAN HOURS:

Do not include any office, shop or delivery hours, only on site hours

CREW SIZE:

Estimated number of persons of average crew size

UNION AFFILIATION:

Union Member Open Shop

CONTRACTOR CERTIFICATIONS:

Small Business (SBE) African American Business (AABE) Asian American Business (ABE) Hispanic Business (HBE) Native American Business (NABE) Women-Owned Business (WBE) Disadvantaged Business (DBE) Historically Underutilized Business (HUB) Minority-Owned Business (MBE) Service-Disabled Veteran-Owned Business (SDVOSB) 8a Business Enterprise (8a) Affirmative Action Certified Business Enterprise (CBE)

COMBINED AWARD DEDUCT (If applicable):

In the event the Scope of Work changes per request of Owner, Architect or Construction Manager, unit prices will apply as agreed upon.

Scopes of Work and/or the specifications may ask for unit costs for added/deleted Work. Trade Contractors may be required to submit an additional schedule of unit prices prior to award of a contract. This schedule will be developed by the Construction Manager, and the prices established by contractor thereon will be the basis for Construction Change Orders.

All Trade Contractors shall include labor and equipment billing rates with the Bid Form.

ALTERNATES: Enter Value Indicate

Add or Deduct

Alternate #1 - Add Deduct

Alternate #2 - Add Deduct

Alternate #3 - Add Deduct

Alternate #4 - Add Deduct

Alternate #5 - Add Deduct

Alternate #6 - Add Deduct

Alternate #7 - Add Deduct

Alternate #8 - Add Deduct

Alternate #9 - Add Deduct

Alternate #10 - Add Deduct

Voluntary Alternate #1 - Add Deduct

Voluntary Alternate #2 - Add Deduct

Voluntary Alternate #3 - Add Deduct

Voluntary Alternate #4 - Add Deduct

Voluntary Alternate #5 -

PART B:

SUBCONTRACTORS AND/OR SUBSIDIARY COMPANIES:

List all Subcontractor and/or subsidiaries to be used in performance of the work and describe the Work to be performed.

Subcontractor and/or Subsidiary Companies

Description of Work Diversity

Contractor Yes/No

Percentage of Total Lump

Sum Bid

MANUFACTURERS AND/ OR SUPPLIERS:

List all major manufacturers and/ or suppliers to be used in performance of the Work and describe the material/ equipment to be provided by each, including the value of their purchase order:

Manufacturers and/or Suppliers

Description of Work Diversity

Contractor Yes/No

Contract Value

SUBSTITUTIONS

All bids shall be based upon the proprietary brands specified. Bidders desiring to make substitutions for proprietary brands specified shall list such proposed as a voluntary alternate, together with the amount to be added or deducted from the amounts of the Base Bid.

PART C: UNIT PRICING & BID BREAKDOWN

Include the requested unit pricing and bid breakdown sections from the Scope of Work located in the Project Manual, complete and include with the bid form.

• If you do not submit with your bid, it will be deemed incomplete and may be rejected.

PART D: LABOR AND EQUIPMENT RATES

The following labor rate calculations form is to be completed in its entirety and included with your bid form and is required for all changes in work. A labor rate is required for all divisions of work to be performed on the job site, i.e. Foreman, Journeyman, Laborer, Apprentice, Cement Finisher, Bricklayer, Plumber, Sheet Metal Worker, etc.

This form is utilized for work added or eliminated from your scope of work during project construction and all labor rates must not exceed rates listed on the Changes in Work pricing form when submitting cost changes.

NOTE: The total hourly rate is not to include allowable mark-up per the project manual; allowable mark-up for changes in work will be calculated utilizing the Changes in Work pricing form included in the project manual.

1. You must tab through all data entry fields.

2. To enter the PLM Bond Rate Percentage please enter a decimal value. Example ~ for 1% enter 0.01.

3. All fields must have a value entered to calculate correctly. If you do not have a cost, please enter $0.

4. To calculate totals of each area (Wages, Fringes, Payroll and Total Hourly Rate), right click on the ‘$0’ in the total field and select Update Field.

5. If any item is changed, you must recalculate that column by right clicking and selecting Update Field again.

Bid Package #: Wage Expires: Upon contract completion

Company Name:

2nd Tier Sub (if applicable): PLM Bond Rate Percentage:

Work Performed:

Position: Position: Position:

Straight Time Time & One

Half Straight Time Time & One

Half Straight Time Time & One

Half

Taxable Wages

Total Fringes

Total Payroll Tax & Ins.

Total Hourly Rate** 0 0 0 0 0 0

This labor rate sheet must be filled out in its entirety and submitted with Bid Form.

Contract will not be issued prior to completion.

PART E: POST BID INTERVIEW

In the event a post bid interview is to be scheduled, please contact:

Email:

Email:

PART F:

TIME OF COMPLETION:

Bidders must indicate on Page 1 of Bid Form the calendar days required to complete their Work in the earliest practical manner. Schedules are subject to negotiation and agreement prior to contract award and each bidder will be required to perform its Work in accordance with Construction Manager's overall schedule. The initial construction schedule is subject to change as set forth in the General Conditions.

1. Contractor hereby acknowledges that all shift and overtime premiums required to meet the completion dates are included in the base bid.

2. Bidder estimates on Page 1 of Bid Form the number of man-hours that will be required at the site to complete the work on schedule. (Do not include any office, shop or delivery hours, only site hours).

3. Bidder estimates that on Page 1 of Bid Form the number of persons that will make up the average crew size.

PROPOSAL VALIDATION:

1. The undersigned hereby warrants that all subcontractors and suppliers of work and/or material to him have been advised that no substitution will be considered for proprietary brands specified other than those listed on the Substitution Sheet and authorized prior to award of contract.

3. It is understood and agreed by the undersigned that bids shall not be altered or withdrawn within 60 days from and after the date set for receiving bids.

4. It is understood and agreed by the undersigned that the right is reserved by the Construction Manager and/or the Owner to accept or reject any and all bids.

5. By submitting this proposal we hereby acknowledge that the Contract Documents, including the Trade Contract, General Conditions, Project Manual, Drawings and Specifications, all addenda, and insurance requirements will be met without any deviation.

6. It is understood by the undersigned that a detailed Schedule of Values will be provided within 24 hours following the bid due date/time, inclusive of an appropriate breakdown of values as listed on the applicable individual scope of work.

7. It is understood by the undersigned that the awarded bidder will submit their bid development documents, supporting the values submitted on their schedule of values, subsequent to award.

PLEASE FILL OUT COMPLETELY.

Correct Legal Name:

State in Which Incorporated:

Authorized to do Business in State and City/County where Proposed Work is to be Performed:

Yes No

Names and Titles of Officers Authorized to Sign Contracts:

Official Address:

Phone: Fax:

Officer’s signature:

Title: Date:

MARSHALL PUBLIC SCHOOLS

MIDDLE SCHOOL GREENHOUSE

FAMILIAL STATEMENT OF DISCLOSURE

100 E. Green St.

Marshall, MI 49068

Dear Ladies and Gentlemen:

I/We, the undersigned, acknowledge by this sworn and notarized statement disclosing any familial relationship (or lack of a relationship) that exists between the Owner or any employee of the bidder and any member of the Board of Education of the Marshall Public Schools or the Superintendent of the School District. The District shall not accept a bid that does not include a sworn and notarized disclosure statement.

We have prior familial knowledge of parties involved (attached clarification).

We have no prior familial knowledge of parties involved.

Signature

Company Name

STATE OF ________________________________

COUNTY OF ______________________________

This instrument was acknowledged before me on the _____day of _______________________,20 ________ by_____________________________________________.

,Notary Public

____________County, _________________________

My Commission Expires: _________________________

Acting in the County of: _________________________

MARSHALL PUBLIC SCHOOLS

MIDDLE SCHOOL GREENHOUSE

AFFIDAVIT OF COMPLIANCE – IRAN ECONOMIC SANCTIONS ACT

Michigan Public Act No. 517 of 2012

The undersigned, the owner or authorized officer of the below-named bidder (the “Bidder”), pursuant to the compliance certification requirement provided in the Marshall Public Schools (the “School District”) Advertisement to Bid (the “Ad to Bid”), hereby certifies, represents and warrants that the Bidder (including its officers, directors and employees) is not an “Iran Linked Business” within the meaning of the Iran Economic Sanctions Act, Michigan Public Act No. 517 of 2012 (the “Act”), and that in the event Bidder is awarded a contract as a result of the aforementioned Ad to Bid, the Bidder will not become an “Iran Linked Business” at any time during the course of performing any services under the contract.

The Bidder further acknowledges that any person who is found to have submitted a false certification is responsible for a civil penalty of not more than $250,000.00 or 2 times the amount of the contract or proposed contract for which the false certification was made, whichever is greater, the cost of the School District’s investigation, and reasonable attorney fees, in addition to the fine. Moreover, any person who submitted a false certification shall be ineligible to bid on an Ad to Bid for three (3) years from the date that it is determined that the person has submitted the false certification.

Bidder:

Name of Bidder

By:_______________________________________

Its:_______________________________________

Date:_____________________________________

STATE OF ________________________________)

)ss.

COUNTY OF ______________________________)

This instrument was acknowledged before me on the _____day of _______________________,20 ________ by_____________________________________________.

,Notary Public

____________County, _________________________

My Commission Expires: _________________________

Acting in the County of: _________________________

POST BID REQUIREMENTS & MEETING MINUTES

Per the Bid Information following are the requirements at a post bid:

Part 1:

Upon review of the bids received by the Owner, Architect and CSM Group, CSM Group will contact the appropriate contractor(s) to schedule a post bid interview.

CSM Group will email confirmation of your post bid date and time per the contact provided on your bid form.

It is requested that your designated safety manager also attend the post bid interview.

Please bring with you to your post bid interview:

a. List of References (if requested)

b. Bid breakdown (if not included with bid)

c. Bidders questions and recommendations.

d. Preliminary post-bid question form filled out (attached)

e. Contact Information (attached)

f. Labor Rate Sheet (if not included with bid)

g. Letter from Insurance Carrier stating last 3 years EMR ratings

Part 2:

Upon award you will be required to submit:

a. Schedule of Values

b. Insurance Certificate

c. Payment & Performance Bonds (if required)

d. Site Specific Safety Plan

SECTION A – Contractor to Complete Prior to Interview Project: Bid Package:

Company:

Date and Time of Post-Bid Interview:

Interview Location:

Attendees:

All post-bid video conference calls will be recorded for record keeping and quality assurance.

By checking this box, you acknowledge you are aware this meeting is being recorded.

SAFETY OFFICER AND QUALITY CONTROL MANAGER

By signing this form, the Trade Contractor understands the duties and requirements of the designated Safety Officer and Quality Control Manager listed on the Project Contact Form for the above referenced project. His or her duties are to see that the Project is constructed in accordance with the Drawings and specifications prepared for the Project and that quality levels set by the Contract Documents (as defined under the General Conditions for the Trade Contract) are maintained or exceeded throughout the course of construction, and become proactively involved in the quality management and safety of this Project.

I authorize my Safety Officer and Quality Control Manager to make decisions as needed to carry the work forward in a timely manner and in a manner consistent with high construction standards.

In addition, the above named personnel are authorized to halt the construction of any and all activities which, in their or your opinion, are not proceeding at the levels required until such time as corrective efforts have been made to re-establish the required quality. They are also authorized to order the reworking or replacement of any items which are not up to the required levels.

I give them the authority to consult with any specialist, conduct any tests and to refer to any documents which, in their opinion, will aid the construction of this work.

SAFETY AND GENERAL SCOPE REQUIREMENTS

By signing and dating the post-bid meeting minutes I am acknowledging that I have read and fully understand the Safety and General Scope Requirements (included in Scopes of Work section) for this project and will perform work and submit the required documentation as required by CSM Group. I further agree to perform work safely with strict adherence to governing OSHA rules and regulations.

PROJECT TEAM CONTACT LIST

DATE:

JOB NUMBER:

PROJECT NAME:

COMPANY NAME:

Please complete all items below and note the same person make function in many roles. In order to receive project communication through Procore, a person must be designated for each role.

**this completed form is required. If any contacts change at any time during the project, please contact CSM Group ASAP.

NAME

TITLE ROLE

PHONE

(CELL) EMAIL

Project Manager

Project Foreman

Project Administrator

RFI Coordinator

Submittal Coordinator

Closeout Coordinator

Insurance Coordinator

Accounting Manager

(Billing Contact)

Safety Officer

Emergency Contact

Quality Control Manager

VDC Coordinator

Person Authorized to Sign Change Orders

Person Authorized to Sign Contracts

Preliminary Questions: (to be completed prior to interview by contractor)

1. List major subcontractors and work to be performed by them, including the value of their subcontract:

Subcontractor Work to be Performed Contract Value

2. List manufacturers/suppliers for major equipment/materials:

Manufacturer/Supplier Equipment/Material Lead Time

Yes No N/A

3. Is your company or are any of your manufacturers/suppliers/subcontractors a diversity contractor?

If so, please list below and provide the contract value, if not included on your bid form.

Subcontractor Work to be Performed Contract Value

4. Does the bidder note any exceptions or qualifications? If yes, please list:

5. Does the bidder note any substitution requests? If yes, please list and attach description/product information for substitution and cost for each item.

6. Does the bidder understand and accept the requirements of the General Conditions of the Trade Contract?

7. Does the bidder understand the Payment and Performance Bond requirements?

8. Does the bidder understand the insurance requirements?

9. Does the bidder understand payment application procedures?

10. Does the bidder understand contract closeout procedures?

11. Does the bidder anticipate any problems based on the schedule?

Submittals will be sent to CSM within days.

Lead time issues/concerns:

12.

Does the bidder understand CSM Group’s safety requirements and expectations?

13. Please provide the number of OSHA citations received in the last 12 months and a description of the violations. citations

14. Please indicate your EMR for the last 3 years (with the most recent being last)

15. Please indicate your TRIR scores for the last 3 years (with the most recent being last)

. (see below for calculation)

What is a TRIR, and how is it calculated?

Your Total Recordable Incidence Rate (TRIR) is a measure of the rate of recordable workplace injuries, normalized per 100 workers per year. The factor is derived by multiplying the number of recordable injuries in a calendar year by 200,000 (100 employees working 2000 hours per year) and dividing this value by the total man-hours actually worked in the year.

RECORDABLE CASES: Occupational death, nonfatal occupational illness, and those nonfatal occupational injuries which involve one or more of the following: loss of consciousness, restriction of work or motion, transfer to another job, or medical treatment (other than first aid).

Yes No N/A

16. Does the bidder understand responsibilities as it relates to field verifications necessary in order to complete your work?

17. Does the bidder include cold weather protection on all work?

18. Does the bidder offer discounts for early payment?

19. Does the bidder understand prevailing wage requirements, including payroll submission requirements?

20. Does the bidder understand the acceptance of risk as noted on the Bid?

The awarded bidder is considered an expert in its field of work and have been contracted to perform a service to the client based on and because of that expertise.

21. Does the bidder understand the requirements of the awarded bidder as noted on the form of proposal?

The awarded bidder may be required to submit their bid development documents, supporting the values submitted on their schedule of values, subsequent to award if requested.

22. Does bidder understand the Scope of Work?

EMAIL THIS FORM IN ITS ENTIRETY TO: kristance.buelow@csmgroup.com PRIOR

TO YOUR POST-BID INTERVIEW. SECTION B WILL BE COMPLETED DURING YOUR

SCHEDULED INTERVIEW.

** please leave in MS Word format so it can be filled in by CSM Group during the interview.

mailto:kristance.buelow@csmgroup.com

SECTION B – CSM to Complete with Contractor at Interview

BID REVIEW:

Reviewed N/A Action Item

1. The Bid Breakdown was reviewed, and the following comments noted:

2. The Unit Prices were reviewed, and the following comments noted:

3. The Labor Rates form was reviewed, and the following comments noted:

Trade Contractor:

Subcontractor(s):

4. Architectural Alternates were reviewed, and the following comments noted:

5. Voluntary alternates were reviewed, and the following comments were noted:

6. Pre-Bid Addenda and Clarifications were reviewed, and the following comments noted:

7. Pre-Bid RFIs were reviewed, and the following comments noted:

8. Does the bidder understand the punch list requirements?

(Note that a representative from each company is required to attend the punch list walkthrough and final payment will not be made until all items are completed and approved by CSM, Owner and Architect/ Engineer)

9. Does the bidder understand the closeout requirements?

(Note that final payment will not be made until all closeout documents are received.)

10. Does the bidder understand the Progress Meeting attendance policy?

(In the Safety and General Scope of Work: Attendance of progress meetings by the project manager and supervisor/ foreman is required on a weekly basis. Trade Contractor may be subject to a $1,000 fine for each unexcused absence (per person). Absences will not be excused unless notification is submitted to CSM Group’s Project Manager in writing; CSM Group’s Project Manager will notify each trade contractor in writing in advance of the meeting date if attendance is not required.)

ALLOWANCE(S) REVIEW:

11. Allowances were reviewed and the following comments were made:

SCHEDULE REVIEW:

12. Do you anticipate any issues completing your work in the time frames identified in the bid schedule?

Yes No

13.

What is your anticipated approach? (i.e. phasing, mobilizations, manpower, etc.)

INTERVIEW NOTES:

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

Action Items:

Trade Contractor:

1.

2.

3.

4.

5.

CSM:

1.

2.

3.

4.

5.

Other:

1.

2.

3.

The preceding is assumed to be a complete and correct account of the items discussed, directions given, and conclusions drawn, unless this office is notified to the contrary within 48 hours of the meeting date. If no notification is received, these minutes will be deemed an accurate account of the meeting.

Action Items due by:

Signatures:

Trade Contractor:

Signature:

Name Printed:

Date:

CSM Group:

Signature:

Name Printed:

Date:

POST-BID INTERVIEW TENTATIVE SCHEDULE

Post bids interviews to be scheduled for August 21, 2025 – August 25, 2025 and will be conducted via video conference.

Bidders will be notified via email if selected for a post bid interview.

II. CONTRACT

E. GENERAL CONDITIONS OF THE TRADE CONTRACT BETWEEN THE

CONSTRUCTION MANAGER & TRADE CONTRACTOR

GENERAL CONDITIONS OF THE TRADE CONTRACT BETWEEN

CONSTRUCTION MANAGER AND TRADE CONTRACTOR

These General Conditions are part of, and are incorporated by reference into, the fully executed Trade Contract between Construction Manager and Trade Contractor.

DEFINITIONS – When a word, term or phrase (whether capitalized or not) is used in the Contract Documents (as that term is defined in the Project Manual), in the Trade Contract, or in these General Conditions it shall be interpreted or construed according to the definitions provided below. Words that are capitalized and defined herein, but which are inadvertently not capitalized, shall have the same meaning as if they were capitalized and defined herein.

A. Architect: The Architectural/engineering firm of record, which prepares the

Contract Documents for the Project.

B. ASI Architect’s Supplemental Instructions; This form is used by the architect to issue additional instructions or interpretations or to order minor changes in the work. It is intended to assist the architect in performing its obligations as interpreter of the contract documents in accordance with the owner-architect agreement and the general conditions.

C. Bulletin: A written document which describes a proposed change in the Work and which is issued to the Construction Manager and a Trade Contractor for the purpose of obtaining a proposal for a change to the Trade Contract lump sum which change should be authorized by a Change Order.

D. Construction Change Order A document issued to the Construction Manager and a Trade (or “Change Order”): Contractor which authorizes a change in the Work and/or the Trade Contract lump sum contract price and/or extension of time and which shall be signed by both the Owner and Trade Contractor.

E. Construction Documents: The Site-specific Drawings, Specifications, Owner's layout documents, bulletins, Change Orders, field orders, Addenda and all Architectural and engineering documents which set forth in detail the requirements for construction of the entire Project.

F. Construction Construction management consists of the services, labor and material Management: Furnished by the Construction Manager as required by the Master

Agreement Between Owner and Construction Manager.

G. Construction Manager: The CSM Group, Inc.