HEATING VENTING AND AIR CONDITIONING (HVAC) SUBCONTRACTING SERVICES FOR THE MACON COUNTY HOUSING DEPARTMENT



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REQUEST FOR PROPOSALS RFP#06 4004p HEATING VENTING AND AIR CONDITIONING (HVAC) SUBCONTRACTING SERVICES FOR THE MACON COUNTY HOUSING DEPARTMENT ISSUE DATE: MAY 14, 2014 PROPOSALS WILL BE RECEIVED UNTIL MAY 28, 2014 3:00 P.M. LOCAL TIME ISSUING DEPARTMENT: MACON COUNTY FINANCE DEPARTMENT 5 WEST MAIN STREET FRANKLIN, NC 28734 PHONE: (828) 524 1640 FAX: (828) 349 2520 ATTN: LINDSAY MCCONNELL, PURCHASING AGENT lmcconnell@maconnc.org PROPOSALS ARE TO BE SEALED AND MAILED VIA USPS TO THE ABOVE ADDRESS OR DELIVERED TO THE PURCHASING AGENT S OFFICE LOCATED IN THE MACON COUNTY ANNEX BUILDING AT 5 WEST MAIN STREET, FRANKLIN, NC 28734 PAGE 1

GENERAL INSTRUCTIONS TO PROPOSERS A. In order for a proposal to be considered, it shall be based on the terms and conditions contained herein and shall be a complete response to this RFP. One (1) original copy of each proposal shall be submitted to the Issuing Department. No other distribution shall be made by Proposer. Each proposal shall be bound in a single volume with all of the required documentation. B. The County reserves the right to make an award in whole, or in part, and to reject any and all proposals, and to waive any informality in proposals unless otherwise specified by the Proposer. The Proposer shall sign the proposal correctly and proposals may be rejected if they show omission, alterations of form, additions not called for, conditional proposals or any irregularities of any kind. C. Sealed proposals will be received until May 28, 2014 at 3:00 p.m. No facsimiles or electronic submissions will be accepted. D. After the RFP issue date, all communications between the Issuing Department and prospective Proposers shall be in writing. Email or facsimile questions will be accepted. Any inquiries, requests for information, technical questions, clarifications, or additional information shall be directed to Lindsay McConnell at the address, facsimile number, or email on page one of this RFP. All questions concerning this RFP shall reference the RFP number, section number, and paragraph (emailed questions shall also reference RFP number, section number, and paragraph in the subject line). Questions and responses affecting the scope of the proposal will be provided to all prospective Proposers by issuance of an Addendum. E. Requests for extension of the submission date will not be granted. Vendors submitting proposals must allow for normal mail time to ensure timely receipt of their Proposal. F. Proposals will be examined promptly after opening. The prices quoted must be held firm and no proposals may be withdrawn until ninety (90) days after the proposal submission deadline. G. All services are subject to the availability of funds for this purpose. H. Minority businesses, women s businesses and labor surplus area firms are encouraged to submit proposals. PAGE 2

STATE OF NORTH CAROLINA COUNTY OF MACON AFFIDAVIT OF COMPLIANCE WITH N.C. E VERIFY STATUTES I, (hereinafter the Affiant ), duly authorized by and on behalf of (hereinafter the Employer ) after being first duly sworn deposes and says as follows: 1. I am the (President, Manager, CEO, etc.) of the Employer and possess the full authority to speak for and on behalf of the Employer identified above. 2. Employer understands that E Verify means the federal E Verify program operated by the United States Dept. of Homeland Security and other federal agencies, or any successor or equivalent program used to verify the work authorization of newly hired employees pursuant to federal law. 3. Employer employs 25 or more employees in the State of North Carolina, and is in compliance with the provisions of N.C. General Statute 64 26. Employer has verified the work authorization of its employees through E Verify and shall retain the records of verification for a period of at least one year. Employer employs fewer than 25 Employees and is therefore not subject to the provisions of N.C. General Statute 64 26. 4. All subcontractors engaged by or to be engaged by Employer have or will have likewise complied with the provisions of N.C. General Statute 64 26. 5. Employer shall keep Macon County informed of any change in its status pursuant to Article 2 of Chapter 64 of the North Carolina Statutes. Ruther this affiant sayeth not. This is the day of, 20. STATE OF NORTH CAROLINA COUNT Y OF Affiant Sworn to and subscribed before me, this the day of, 20. Notary Public [SEAL] My commission expires: PAGE 3

REQUIRED LIABILITY COVERAGES The Subcontractor must provide and maintain commercial insurance during the term of the contract. This insurance shall be maintained at the sole cost of the Subcontractor and with such terms and limits as may be reasonably associated with the contract. The Subcontractor must list the Contractor and the Division as a certificate holder on all relevant policies. At a minimum, the Subcontractor shall provide and maintain the following coverage and limits: (1) Worker's Compensation The Subcontractor shall provide and maintain Worker's Compensation Insurance as required by the laws of North Carolina, as well as employer's liability coverage and minimum limits of $300,000.00, covering all of Subcontractor's employees who are engaged in any work under the contract. Sole proprietorships and partnerships with less than three (3) employees, in addition to the sole proprietor or partners, are not required to have Worker's Compensation. (2) Commercial General Liability General Liability Coverage on a Comprehensive Broad Form on an occurrence basis in the minimum amount of $100,000.00 Combined Single Limit of Limit. (Defense cost shall be in excess of the limit of liability.) (3) Automobile Automobile Liability Insurance, to include liability coverage, covering all owned, hired and non owned vehicles used in performance of the contract. The minimum combined single limit shall be $500,000.00 bodily injury and property damage; $500,000.00 uninsured/under insured motorist; and $2,000.00 medical payment. Providing and maintaining adequate insurance coverage is a material obligation of the Subcontractor. The Subcontractor may meet its requirements of maintaining specified coverage and limits by demonstrating to the Contractor that there is in force insurance with equivalent coverage and limits that will offer a least the same protection to the Contractor. All such insurance shall meet all laws of the State of North Carolina. Such insurance coverage shall be obtained from companies that are authorized to provide such coverage and that are authorized by the Commissioner of Insurance to do business in North Carolina. The Contractor shall at all times comply with the terms of such insurance policies, and all requirements of the insurer under any such insurance policies, except as they may conflict with existing North Carolina laws or this contract. The limits of coverage under each insurance policy maintained by the Subcontractor shall not be interpreted as limiting the Subcontractor's liability and obligations under the contract. PAGE 4

Macon County Housing Department All materials used in provision of services must meet or exceed 10CFR 440 The HVAC contract term shall be effective July 1, 2014 through June 30, 2015. All new HVAC installations are to be performed in accordance with the most recent Universal Mechanical Code and/or local building code. Permits shall be required as applicable by local building code. It shall be the responsibility of the Contractor to ensure that necessary permits have been secured prior to starting work. This cost shall be included in the bid response, per line item below. The Contractor shall be responsible for ensuring properly sized gas line is supplying the heater and shall inform agency in the event that existing line is improperly sized. The Contractor shall leave all literature on the new units with the client and shall also inform the client of proper care and maintenance required on the new units. If required by system, all venting and combustion air shall be installed in accordance with AGA and GAMA specification. New gas forced air furnaces shall have pilotless ignition. All new unit installations shall include new thermostat. All duct work connections and holes shall be sealed, on all sides, with a non toxic, Department of Energy industry approved, mastic duct sealant applied per manufacturers specifications. New conduit or gas pipe installed through the roof shall include new properly sized roof jack with 3 course seal at the roof. All installation estimates shall include removal and proper disposal of existing equipment, recovery of refrigerant from existing system as required by law. Contractor shall be responsible for leaving the job site clean, hauling away job debris and existing equipment (if applicable) and for properly disposing of existing equipment to meet EPA regulations. Project commencement and completion must be accomplished within 15 working days of notice to proceed. PAGE 5

HVAC Scope of Services The Subcontractor agrees to provide the services and/or materials described in detail below: 1. Evaluate, clean and tune (ECT) heating/cooling equipment per ANSI/ACCA Standard 4 (Maintenance of Residential HVAC Systems) and North Carolina Weatherization Assistance Program Guidelines, providing full documentation of tests performed, conditions observed and recommended actions. a. Evaluation should include a visual inspection of existing ductwork, and, if applicable, notifying the Contractor of any deficiencies noted. b. Evaluation should include combustion and safety testing, if applicable. c. Conduct minor repairs to the heating/cooling system as determined by the ECT. For the purposes of this agreement, minor repairs are defined those repairs that and may be performed by Subcontractor performing the ECT service at the time of the initial service at no additional cost. d. Specify any additional work needed by electrician and/or plumber to achieve efficient, safe and code compliant operation of the unit. Any electrical and/or plumbing services must be separately contracted with by the Contractor; if the Subcontractor has a preference for a specific electrical or plumbing service provider, he/she may submit that request to the Contractor. e. Follow procedures for servicing, repairing, and disposing of any and all refrigerant containing devices, units, and systems as outlined by federal, state, and local laws and regulations now in effect or hereinafter enacted which pertain to the Federal Clean Air Act of 1990. f. Remove any and all non functioning equipment and parts associated with system, including obsolete ductwork, unless otherwise specified by the Contractor. 2. Replace non functioning HVAC equipment with equipment of comparable size and type according to Manual J calculations and having an efficiency rating meeting or exceeding Section 7610 of the NC Weatherization Installation Standards. New System must use the same fuel type (oil, propane, electric, etc.) as the existing system unless prior approval is granted by Contractor to convert fuel type. Installation must meet ANSI/ACCA Standard 5 (Installation of Residential HVAC Systems) and North Carolina Weatherization Assistance Program Guidelines. a. Specify any additional work needed by electrician and/or plumber to achieve efficient, safe and code compliant operation of the unit. Any electrical and/or plumbing services must be separately contracted with by the Contractor; if the Subcontractor has a preference for a specific electrical or plumbing service provider, he/she may submit that request to the Contractor. b. Remove any and all non functioning HVAC equipment and parts associated with system, including obsolete ductwork. c. Follow procedures for servicing, repairing, and disposing of any and all refrigerant containing devices, units, and systems as outlined by federal, state, and local laws and regulations now in effect or hereinafter enacted which pertain to the Federal Clean Air Act of 1990. d. Provide original documentation of the Manual J calculation, new HVAC system operation manual and warranty information to the Contractor with the invoice. PAGE 6

HVAC BID ITEMS Subcontractor Compensation All labor rates quoted must include all overhead cost including travel, worker compensation, equipment, maintenance, administrative costs, and worker pay. These price categories should be adequate for installing insulation in most weatherization situations. If a particular category will not apply, indicate by stating (N/A) "not applicable" in the price sections. Please avoid adding unnecessary price categories. TASK 1: Evaluate, clean and tune (ECT) heating/cooling equipment per ACCA/ANSI Standard 4 and North Carolina standards, providing full documentation of tests performed and recommendations. Set Price per unit TASK 2: Diagnose heating/cooling equipment with repairs and/or parts replacement, as necessary. Task 2 is only to evaluate an inoperable system, not to clean and tune it. Set Price per unit TASK 3: Replace existing non functioning heating/cooling equipment with new HVAC equipment. The cost should include labor rate for sizing central systems using ACCA Manual J. Ensure that efficiency meets or exceeds the requirements in section 7610 of the North Carolina Weatherization Installation Standards Version 1.2B (Standards) effective September 1, 2013 that was issued by the Division. On or before April 1, 2015, Standards shall be aligned with the National Renewable Energy Laboratory s Standard Work Specifications. Repair work in which only an air handler or condenser shall be replaced, shall not be required to meet the efficiency requirements. Electric Heat Pump (split) Natural Gas Furnace Option 1* Option 2* Option 3* Efficiency (HSPF) 8.5 8.5 8.5 Efficiency 90% AFUE 90% AFUE 90% AFUE AC included? PAGE 7

Natural Gas Package Packaged Heat Pump Natural Gas Vented Space Heater Fuel Oil Furnace Propane Vented Space Heater Fuel Oil Vented Space Heater Electric Mini Split Central AC Option 1* Option 2* Option 3* Efficiency 80% 80% 80% Efficiency (HSPF) 7.5 7.5 7.5 Efficiency 90% AFUE 90% AFUE 90% AFUE Efficiency 85% AFUE 85% AFUE 85% AFUE AC included? Efficiency 80% AFUE 80% AFUE 80% AFUE Efficiency 80% AFUE 80% AFUE 80% AFUE Efficiency (HSPF) Efficiency 14 SEER 14 SEER 14 SEER PAGE 8

Propane Furnace Vented Solid Fuel Oven (Wood/Coal) Unit Natural Gas Boiler Option 1* Option 2* Option 3* Efficiency 90% AFUE 90% AFUE 90% AFUE AC included? Efficiency Efficiency 85% AFUE 85% AFUE 85% AFUE Please consider options for variously sized site built vs. manufactured homes. Note that all the Weatherization Assistance Program does not install electric furnaces and the heating efficiencies requirements are often greater than the mechanical code. Factors for Awards/Evaluation Criteria The following will be used in evaluating the proposal and awarding of the contract: (1) Technical Approach/Understanding the Program 25 points (2) Work Management/Experience of the Firm 30 points (3) Cost of Proposal (Time and Materials) 40 points (4) Minority Business 5 points PAGE 9