RFP D26 039 Appendix A to F.docx

Appendix A

OFFEROR IDENTIFICATION AND INFORMATION FORM

Exact Legal Name of Offeror, including “dba” or “division” of a corporation (furnish the exact legal name of the entity under which an awarded contract, if any, will be executed):

Address:

Principal Place of Business (may not be a P.O. Box):

Mailing Address (only if different):

Payment Address (only if different)

Offeror’s Primary Contact Person:

Name

Title

Telephone Number

Fax Number

Email Address

Federal Tax Identification Number:

State of Hawaii General Excise Tax License Number:

Limited Liability Company Other

Names of all Offeror’s parent, affiliate and subsidiary organizations:

A Compliant Non-Hawaii business incorporated or organized under the laws of the State of on (date) _____________, and, if applicable, registered with the State of Hawaii Department of Commerce and Consumer Affairs Business Registration Division to do business in the State of Hawaii.

The undersigned has carefully read and understands the terms and conditions specified herein and hereby submits the following offer to provide the goods and/or perform the work specified herein, all in accordance with the true intent and meaning thereof, and further that the Offeror shall comply with all terms, conditions and requirements of the solicitation. The undersigned further understands and agrees that by submitting this offer, 1) the undersigned is declaring the undersigned’s offer is not in violation of Chapter 84, Hawaii Revised Statutes, concerning prohibited State contracts, and 2) the undersigned is certifying that the price(s) submitted was (were) independently arrived at without collusion.

Authorized (Original in ink) Signature Name (printed)

Title Date PROVIDE TREE MAINTENANCE SERVICES FOR VARIOUS SCHOOLS AND OFFICES OF THE HAWAII STATE DEPARTMENT OF EDUCATION ON OAHU (SELECTED DISTRICTS), HAWAII (DISTRICTS III AND IV), AND MAUI (DISTRICTS I THROUGH V)

RFP D26-039

RFP D26-039 Appendix A Appendix B

WAGE CERTIFICATE

Subject:

Pursuant to §103-55, HRS, I hereby certify that, if awarded a contract in excess of $25,000.00, the services to be performed will be performed in accordance with the following conditions:

1. The services to be rendered shall be performed by employees paid at wages or salaries not less than wages paid to the public officers and employees for similar work, if similar positions are listed in the classification plan of the public sector.

Services Performed by Laborers and Mechanics:

The Contractor or the Contractor’s subcontractor shall give a copy of the rates of wages to each laborer and mechanic employed under the contract by the Contractor at the time each laborer and mechanic is employed; provided that the Contractor does not have to provide the Contractor’s employees the wage rate schedules where there is a collective bargaining agreement.

2. All applicable laws of the Federal and State governments relating to workers’ compensation, unemployment compensation, payment of wages, and safety will be fully complied with.

Contractor shall be obliged to notify its employees performing work under this contract of the provisions of §103-55, HRS, and the current wage rate for public employees performing similar work. The Contractor may meet this obligation by posting a notice to this effect in the Contractor’s place of business accessible to all employees, or the contractor may include such notice with each paycheck or pay envelope furnished to the employee

I understand that, in addition to the base wages required by §103-55, HRS, all payments required by Federal and State laws that employers must make for the benefit of their employees shall be paid.

Offeror

Signature

Title

Date

Wage Certificate (Rev. 01.05.2022) Appendix C

EXECUTIVE SUMMARY

The Executive Summary summarizes the contents of the Proposal in a way that gives readers a broad understanding of the entire Proposal and outlines qualifications that the Offeror has to perform the scope of work effectively and efficiently. Offeror shall respond to the below questions. Attach additional sheets as needed.

RFP D26-039 Appendix C-2

Offeror shall acknowledge each criteria below by check marking or initialing next to each of the criteria below and add supporting information, as applicable. Attach additional pages as needed.

Terms and Conditions - Offeror understands and shall comply with all terms and conditions of the RFP (including the General Conditions).

Subcontracting (Checkmark/Initial One) –

· Appendix D, Offeror Information, Background, and Qualifications;

· Appendix E, Comparable Tree Maintenance Experience; and

· Appendix F, Key Personnel – Qualified Arborist.

In addition, a description of the services to be performed by each subcontractor, and the percentage of required services that will be performed by each subcontractor, shall be included.

Taxable Transaction - Work to be performed under this solicitation is a business activity taxable under Chapter 237, HRS, and vendors are advised that they may be liable for payment of the Hawaii General Excise Tax (GET). If Offeror is a person exempt by the HRS from paying the GET and therefore not liable for the taxes on this solicitation. Offeror shall state its tax exempt status and cite the HRS chapter or section allowing the exemption: ________________________

Pending Litigation - The Offeror shall disclose all pending litigation to which they are a party, including the disclosure of any outstanding judgment. If applicable, please explain how litigation may materially impact the Offeror or the Offeror’s ability to fully perform and complete the contract.

No Pending Litigation Pending Litigation is disclosed as follows: __________________________________

Other Notable Items - The Offeror shall disclose any other items of note that may have material impact the Offeror or the Offeror’s ability to fully perform and complete the contract.

No Other Notable Items Notable Items are disclosed as follows:

Appendix D

OFFEROR INFORMATION, BACKGROUND, AND QUALIFICATIONS

This section outlines qualifications that the Offeror shall meet in order to perform the work scope effectively and efficiently. Offeror shall provide all information necessary for the STATE to comprehensively evaluate, understand and verify sufficiency of the Offeror’s experience, knowledge, operations, and personnel conditions for the performance of the scope of work.

C.1.

(Refer to RFP Appendix H, Section 13, Price Adjustments, for more information) percent

Name:

Position Title:

Address:

Telephone Number:

Cell Phone Number:

Fax Number:

E-mail Address:

(Complete Appendix F, Key Personnel - Qualified Arborist)

Continued Next Page

G.

List of employees who will be servicing this contract. Attach additional pages as needed:

* See RFP Appendix H, Contract Minimum and Special Conditions, Section 7, Wage Certificate, for Employee Work Classifications

Attach a list of vehicles and equipment (man lifts, backhoes, stump grinders, chippers, trailers and flatbed trucks) available for use under this agreement, if awarded. The list must include vehicle and/or equipment license numbers, and size and/or rating information. If a license number is not available, Offeror must provide an alternative means of identification (for example, numbering or lettering system) to designate the different equipment. For example, wood chipper A, wood chipper B.

Unique ID Number

Continued Next Page

Describe your company’s business practices that increase renewable energy use and achieve carbon neutrality. Examples include description of types, quantities and ratings of renewable or energy-efficient equipment and/or supplies. Include vehicles, and field and office equipment that reduce greenhouse gas emissions. Be specific.

RFP D26-039 Appendix D-3

Appendix E

COMPARABLE TREE MAINTENANCE EXPERIENCE (#1)

Offeror shall provide three (3) recent, comparable tree maintenance experiences, in the State of Hawaii other than the Hawaii State Department of Education, for whom Offeror has or is performing tree care services, emphasizing tree risk assessment, pruning, maintenance, and removal activities. Services provided shall be similar in nature to the services specified in this solicitation. Projects provided must be in progress or shall have a final acceptance date after January 1, 2016. The STATE reserves the right to contact references to verify Offerors quality level and reliability. The feedback provided from references will be used in evaluation.

Offeror shall complete one (1) Appendix E, Comparable Tree Maintenance Experience, for each project.

1. Offeror Name

2. Client Name

3. Project Name

4. Start Date (MM/YY):

End Date (MM/YY):

5. Project Number:

6. Project Value:

7. Estimated % of Self Performance

8. Estimated % Subcontract Work

9. Number of Subcontractors Used

11. Project Scope (Check ALL boxes that apply)

□ Tree Pruning □ Palm Pruning □ Coconut palm pruning □ Tree or palm removal □ Brush clearing

□ Other - please describe:

12. ATTACH an Additional Description and/or Pictures of the Project Summarizing the Scope of Work (Optional)

13. Client Reference: (It is your responsibility to assure that the contact information listed is correct.)

Contact Name:

Title:

Telephone:

Email Address:

Fully answer with details showing the breadth of your operations. Insert and attach additional, correctly labeled pages as needed.

14. List the safe work practices used during this project.

15. Who was responsible for quality control, and how was work quality ensured?

16. Describe the communication responsibilities for this project, what was done and their results?

17. Describe tree risk assessment practices and procedures performed for this project.

RFP D26-039 Appendix E1-1

Appendix E

COMPARABLE TREE MAINTENANCE EXPERIENCE (#2)

Offeror shall provide three (3) comparable tree maintenance experiences, in the State of Hawaii other than the Hawaii State Department of Education, for whom Offeror has or is performing tree care services, emphasizing tree risk assessment, pruning, maintenance, and removal activities. Services provided shall be similar in nature to the services specified in this solicitation. Projects provided must be in progress or shall have a final acceptance date after January 1, 2016. The STATE reserves the right to contact references to verify Offerors quality level and reliability. The feedback provided from references will be used in evaluation.

Offeror shall complete one (1) Appendix E, Comparable Tree Maintenance Experience, for each project.

1. Offeror Name

2. Client Name

3. Project Name

4. Start Date (MM/YY):

End Date (MM/YY):

5. Project Number:

6. Project Value:

7. Estimated % of Self Performance

8. Estimated % Subcontract Work

9. Number of Subcontractors Used

11. Project Scope (Check ALL boxes that apply)

□ Tree Pruning □ Palm Pruning □ Coconut palm pruning □ Tree or palm removal □ Brush clearing

□ Other - please describe:

12. ATTACH an Additional Description and/or Pictures of the Project Summarizing the Scope of Work (Optional)

13. Client Reference: (It is your responsibility to assure that the contact information listed is correct.)

Contact Name:

Title:

Telephone:

Email Address:

Fully answer with details showing the breadth of your operations. Insert and attach additional, correctly labeled pages as needed.

14. List the safe work practices used during this project.

15. Who was responsible for quality control, and how was work quality ensured?

16. Describe the communication responsibilities for this project, what was done and their results?

17. Describe tree risk assessment practices and procedures performed for this project.

RFP D26-039 Appendix E2-1

Appendix E

COMPARABLE TREE MAINTENANCE EXPERIENCE (#3)

Offeror shall provide three (3) comparable tree maintenance experiences, in the State of Hawaii other than the Hawaii State Department of Education, for whom Offeror has or is performing tree care services, emphasizing tree risk assessment, pruning, maintenance, and removal activities. Services provided shall be similar in nature to the services specified in this solicitation. Projects provided must be in progress or shall have a final acceptance date after January 1, 2016. The STATE reserves the right to contact references to verify Offerors quality level and reliability. The feedback provided from references will be used in evaluation.

Offeror shall complete one (1) Appendix E, Comparable Tree Maintenance Experience, for each project.

1. Offeror Name

2. Client Name

3. Project Name

4. Start Date (MM/YY):

End Date (MM/YY):

5. Project Number:

6. Project Value:

7. Estimated % of Self Performance

8. Estimated % Subcontract Work

9. Number of Subcontractors Used

11. Project Scope (Check ALL boxes that apply)

□ Tree Pruning □ Palm Pruning □ Coconut palm pruning □ Tree or palm removal □ Brush clearing

□ Other - please describe:

12. ATTACH an Additional Description and/or Pictures of the Project Summarizing the Scope of Work (Optional)

13. Client Reference: (It is your responsibility to assure that the contact information listed is correct.)

Contact Name:

Title:

Telephone:

Email Address:

Fully answer with details showing the breadth of your operations. Insert and attach additional, correctly labeled pages as needed.

14. List the safe work practices used during this project.

15. Who was responsible for quality control, and how was work quality ensured?

16. Describe the communication responsibilities for this project, what was done and their results?

17. Describe tree risk assessment practices and procedures performed for this project.

RFP D26-039 Appendix E3-1 Appendix F

KEY PERSONNEL – QUALIFIED ARBORIST

To be completed by the Qualified Arborist

1. Offeror Name:

6. Number of Years with the Firm. If less than five years, list previous employers up to five years.

7. Attach:

a) Photocopy of current ISA certificate demonstrating a minimum of five years’ Certified Arborist credential.

b) Photocopy of current First Aid and CPR certification

c) Most recent proof of training for: electrical hazards awareness and tree risk assessment

d) Resume of the Certified Arborist (required) - Resume shall include Arborist's ISA CEU Report for the most recent three years, which includes dates, course titles, and number of CEUs per event.

Client References (other than Hawaii State Department of Education). Offeror is responsible for assuring that the information is current and correct. All information is subject to verification; the STATE reserves the right to contact all references.

Experience and Qualifications - Please answer completely, and use additional sheets as needed.

RESPONSES THAT REFERENCE OTHER SECTIONS OR FORMS OF THE PROPOSAL WILL NOT BE EVALUATED.

13. What were your responsibilities, goals and objectives in the above listed projects that align with the scope of work in this RFP?

14. What skill sets, equipment and tools did you use routinely in the above projects that align with the scope of work in this RFP? What other important skills, including soft skills, equipment and tools do you use routinely?

15. Describe your direct and supervisory skills and/or experience with safety during tree care operations similar to that required by RFP Section 3.1.6, Qualified Arborist, providing specific details about your experience in different areas of safety, and the best practices applied, including but not limited to, safe work practices for different aspects of tree care, training, reporting, and emergency procedures.

16. Describe in detail your experience, knowledge and skills assessing tree hazards and risk, including the types of tools and/or equipment used, risk assessment methods applied, the types of conditions observed, and how these conditions were addressed (how did you report them, and follow-up steps you carried out).

17. What regulations and professional standards apply to your work as the Qualified Arborist, and what activities do you perform to comply with these requirements?

I hereby certify that all statements made on or in connection with this Appendix F including those regarding my education and employment record are true and correct to the best of my knowledge.

Signature of Qualified Arborist

Date

RFP D26-039 Appendix F-1 image1.wmf