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Jefferson Franklin

Community

Action Corporation

May 1

2018

HVAC/ASHRAE Bid Packet

INVITATION FOR BID DATE: May 1, 2018

1

JEFFERSON FRANKLIN COMMUNITY ACTION CORPORATION

T ABLE OF CONTENTS

PAGE

INVITATION FOR BID SIGNATURE DOCUMENT.............................................................. 2

SUMMARY................................................................................................................... 3

PART I GENERAL INFORMATION.............................................................................................. 4

PART II A.) BID REQUIREMENTS.............................................................................................. 5

B.) SPECIFIC REQUIREMENTS................................................................................... 7

C.) BID EVALUATION ......................................................................................... 12

PART III A.) TECHNICAL SPECIFICATIONS for FURNACE/W ATER HEATER REPLACEMENT AND ASHRAE 62.2........................ 14 B.) FURNACE REPLACEMENT RFQ SUMMARY FORM..................... 17

FURNACE REPLACEMENT QUOTATION FORMS................... 18

FURNACE CLEAN, TUNE, and REPAIR SUMMARY FORM........... 33

PRICING PAGE............................................................... 34

W ATER HEATER AND ASHRAE RFQ SUMMARY FORM…………… 36

W ATER HEATER REPLACEMENT QUOTATION FORMS………………. 37

ASHRAE QUOTATION FORMS…………………………….. 45

C.) BIDDER'S REFERENCES......................................................................................... 48

D.) ORGANIZATIONAL CAPABILITY................................................................................. 49

PART IV CONTRACTUAL REQUIREMENTS........................................................................... 51


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Return Bids To: JEFFERSON FRANKLIN COMMUNITY ACTION CORPORATION

P.O. BOX 920

HILLSBORO, MO 63050

(636) 789-2686,ext. 1302

RECEIVED FROM: DATE:

DESCRIPTION

HEATING, VENTILATION AND AIR CONDITIONING

Contract Period: July 1, 2018 through June 30, 2019, with optional renewal up to a maximum of two

(2) years (See RFQ Summary Form, ).

Prospective bidders are hereby invited to submit their bid on the following furnace repair/replacement services, ASHRAE services and water heater repair/replacement services for income qualified households as per the attached technical specifications/requirements outlined in the Invitation for Bid (IFB).

Bid Deadline: June 4, 2018 at 2:00 p.m.

*THIS PAGE OF BID MUST BE SIGNED TO BE VALID*

The Bidder hereby agrees to furnish items and/or services, at the prices quoted, unless, individually proposed, pursuant to all requirements, terms and specifications contained in the document, upon either the receipt of an authorized purchase requisition/order from Jefferson Franklin Community Action Corporation or when this document is countersigned by Jefferson Franklin Community Action Corporation as a binding Contract. The Bidder further agrees that the language of this document shall govern in the event of a conflict with his or her bid.

COMPANY NAME:

AUTHORIZED SIGNATURE:

TITLE:

PHONE NUMBER:

DATE:

NOTICE OF AWARD (JFCAC USE ONLY)

Accepted as to Items:

Title: Authorized Signature: Date:


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SUMMARY

1. BID DEADLINE: June 4, 2018 at 2:00 p.m.

2. The following pages must be completed, signed and returned.

Page 2 Signature Page

Pages 14-16 Technical Specifications with Signature

Page 17 Furnace RFQ Summary Form

Pages 18-32 Furnace Replacement Quotation Forms

Page 33 Furnace Clean, Tune and Repair RFQ Summary Form

Pages 34-35 Pricing Page

Page 36 Water Heater/ASHRAE RFQ Summary Form

Pages 37-44 Water Heater Replacement Quotation Forms

5-47 ASHRAE Installation Quotation Forms

Page 48 Bidder’s References with Signature (if applicable)

Page 49 Organizational Capability

3. Every item on Furnace/Water Heater/ASHRAE Quotation forms must have a material cost and

labor cost for each contract submitted. The total material amounts are estimates only. Both Furnace

Replacement RFQ Summary form and Furnace Clean and Tune and General Repair RFQ Summary

form must be completed.

4. All Bids must be in ink or typed.

5. Each bidder must submit Capability to Perform Criteria (Part III-C, Page 49) with Bid.

6. Organizational structure (Part III-C, Page 49) must be submitted with the Bid.

7. All Bids must be submitted in a sealed envelope with "Heating, Ventilation and Air Conditioning",

clearly marked on the outside.

8. Please note the winning bidder must submit Insurance requirements in Part II-B within five (5) working

days of official Bid Award, and, if necessary, must submit Performance Bond requirements in Part II-B

within (5) working days.

IF ANY OF THE ABOVE REQUIREMENTS ARE NOT MET, THE BID WILL BE DECLARED

INVALID DUE TO NOT MEETING THE RESPONSIVE AND RESPONSIBLE REQUIREMENTS.


4


PART I GENERAL

INFORMATION

A. This document constitutes a request, via a sealed bid quotation for Water Heater/Heating

Ventilation and Air Conditioning/ASHRAE services and repair (forced air, gas, propane,

electric, and oil systems of all types). Quoted prices must be based on COMPLETE service,

including labor, parts and materials. Residential houses and mobile homes will be serviced

throughout Jefferson and Franklin Counties from July 1, 2018 to June 30, 2019.

B. The Contractor shall obtain and install new material needed to complete the designated furnace,

space heater, air conditioner or heat pump replacement, in compliance with the Technical

Specifications section.

C. The Agency will perform diagnostic tests on the systems and prepare a work order indicating the

work to be performed. Winning Contractors shall clean, inspect and tune the combustion area,

flue and air handling systems for increased efficiency and provide general repairs as indicated by

the Agency auditor on the work order. If the Agency auditor notices any components or functions

which are questionable, they will be noted on the work order. If additional work is

needed, but not specified on the work order, the Contractor must receive Agency approval before

proceeding. No additional work will be paid for without prior authorization from the Agency.

D. Contractors shall have 15 days from date of work order issuance in which to complete each job.

Should, upon final inspection, the Agency find improperly completed work; the Contractor must

correct the deficiencies as soon as possible. Credit for completed work shall be provided when

all scheduled work (including rework) for the individual job has passed final inspection by the

Agency. Payment for completed work shall be provided on an as inspected basis/monthly.

Contractors are responsible for returning completed work orders to the Agency and notifying

the Agency when jobs are completed.

E. The Request for Quotation (RFQ) Forms must be fully completed in order to receive

consideration (Leave No Blanks). A bid must be submitted for Jefferson and Franklin Counties

for both furnace replacement and furnace clean tune and repair, ASHRAE and water heater

repair and replacement. RFQ Summary forms must be submitted together.

F. Renewal Clause: This Heating, Ventilation and Air Conditioning Contract may be renewed

yearly, up to a maximum of two (2) years if appropriate and cost effective under the following

conditions:

1. Renewal percentage included in any renewal is based on successful completion of

previous term of the contract as determined by the Agency;

2. Renewal is mutually agreeable by both parties;

3. Renewal must be in writing, signed and dated by both parties; and

4. Renewal Percentage is included in Part III prices and will be included in the bid evaluations

when determining the lowest price of the initial bids.

G. The Missouri Weatherization is funded 74% by federal funds. The total amount of funds for

The current program year is $678,910.00.


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PART II-A

BID REQUIREMENTS

1. All original bids must be submitted on the forms provided in ink or typewritten.

2. All questions must be answered and the bids must be fully completed. LEAVE NO BLANKS.

3. All original bids must be submitted in a sealed envelope with “SEALED BID-HEATING,

VENTILATION AND AIR CONDITIONING” clearly marked on the envelope.

4. One (1) photocopy of the original Bid, Part III, may accompany the original bid. If submitted, the

photocopy must be sealed in an envelope with “SEALED BID-PHOTOCOPY-HEATING,

VENTILATION AND AIR CONDITIONING” clearly marked on the outside. This is an optional

requirement.

5. Bid closing and submission deadline is June 1, 2018 at 2:00 p.m. Late bids shall not be considered

under any circumstances.

6. All bids must be received at JFCAC by the deadline date at:

Jefferson Franklin Community Action Corporation

2 Merchant Drive

Hillsboro, MO 63050.

7. Bid opening shall be on June 1, 2018 at 2:00 p.m.

Jefferson Franklin Community Action Corporation

2 Merchant Drive

Hillsboro, MO 63050.

8. BIDDER MUST MEET CAPABILITY TO PERFORM CRITERIA BY MEETING ONE OF THE

FOLLOWING:

A. Bidder has successfully completed a similar contract with JFCAC in the past two years, or is a

current contractor in good standing.

B. Bidders shall submit three references with whom they have had similar recent contracts. A

reference form is included in Part III. If one or more references states the bidder failed to

perform satisfactorily, or is not a similar recent contract, the bidder will fail this requirement and

the bid will be invalidated.

For this requirement, “recent” is work performed in the last 12 months and “similar” must be

related to heating and cooling system replacement, service and repair. The work must be either

in commercial or residential construction.

9. Organizational Structure: Each bidder must identify the business he represents as a sole proprietorship.

All partners of the partnership, the chairperson of the board, or chief executive officer of the corporation

must be clearly identified in the bid documents.


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10. Organization Capability: Each bidder must identify the legal form of the business he represents.

The bidder must also state number of years of experience and level of skill of all staff expected to work

homes. Also describe warehouse facilities with space, location, and quantity of equipment that will be

utilized, i.e.: combustion analyzer(s), co detector(s), and vehicle(s), type and size.

All organization structure capability must be completed on Part III-C, Page 49.

11. The Invitation for Bid page (page 2) must be signed in order for the bid to be considered by the

agency. All bids which are received by the agency with the invitation for bid page (page 2) not

signed shall be immediately disqualified. By signing the invitation for bid page (page 2), the

bidder agrees to all parts, terms, clauses, and conditions listed in the invitation for bid.

Bids are to be mailed to:

Jefferson-Franklin Community Action Corporation

PO Box 920

Hillsboro, MO 63050

Bidders considering mailing their bids are reminded that bids MUST BE RECEIVED by the agency PRIOR

TO the submission deadline of June 1, 2018 at 2:00 p.m. LATE BIDS WILL NOT BE ACCEPTED.


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PART II-B SPECIFIC

REQUIREMENTS

1. Insurance: The Contractor shall maintain Comprehensive General Liability Insurance at a minimum of

$300,000 Combined Single Limit for Bodily Injury and property Damage, per occurrence and aggregate.

There shall be no deductible clause on any policy of the insurance provided. This Comprehensive

General Liability coverage must include: premises and operations, broad form property damage,

products/completed operation, contractual insurance, independent contractors, and personal injury.

The Contractor shall maintain Workmen’s compensation Coverage as required by law and JFCAC.

Certification of coverage must be provided to the Agency prior to the commencement of any work under

this contract. Certification shall include documentation that the coverage shall remain in force during

the duration of this contract.

2. Performance Bond: In determining a bidder’s capability to perform, the Agency will require the

winning bidder(s) to submit a performance bond unless one of the following criteria is met: (1) the bidder

has successfully completed similar work in the past 2 years with the Agency, or (2) the bidder has

submitted three name(s) of other purchasers for whom they have successfully completed a contract and/or

work.

If the bidder does not meet either of the above criteria, the Agency will require the winning bidder(s) to

submit a performance bond before the bid award can become final. The performance bond is a

monetary-type surety, held by the Agency, which the supplier/contractor forfeits to the agency in the

event of breach of contract or contract termination. Performance bonds may be in the form of any type

of guaranteed surety such as a bond, Cashier’s Check or Treasurer’s Check.

The Agency will base any performance bond amount on the anticipated loss in production and damages

that the Agency would face should the supplier/contractor default. This amount will be an estimated 10

percent of the contract amount, and will be determined during the bid evaluation.

3. The Contractor shall indemnify and hold harmless the Client, Agency and State, including employees and

officers, from any and all actions claims, losses and liabilities which may be made against the Agency or

State as a result, directly or indirectly, of the performance of this contract. The Agency shall assist the

Contractor as may reasonably be necessary. Insurance coverage as specified herein shall be provided in

support of these indemnification requirements but shall not release the Contractor from these

responsibilities.

4. The Contractor hereby releases the Agency and recipient of services from all actions, claims and

expenses related to the work performed pursuant to this contract.

5. The Contractor shall comply with RSMo. 34.350 et.al. (Missouri Products Preference), RSMo. 643

(Clean Air Statutes), and RSMo. 701.102-701.127 (Codes and Standards: Asbestos Removal).



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6. The Contractor shall comply with the National Fuel Gas Code for all work and materials performed on

gas systems and, where applicable, all local/city codes, regulations and standards (NREL/SWS). The

final inspection report of the Agency shall not be deemed to be a warranty or representation that all such

regulations and standards have been complied with by the contractor.

7. The Contractor shall notify the Agency of any unsafe or dangerous conditions concerning the heating

system being serviced. The existence of these conditions or problems may have been undetectable or

overlooked by the Agency auditor.

8. The Contractor shall furnish items and services at the prices quoted herein, in accordance with the

specifications and the terms and conditions listed on each work order, this document, and mutually

approved amendments. The Contractor guarantees the stated prices through June 30, 2019.

9. The Contractor agrees to notify the Agency in writing immediately of changes in his availability or

ability to successfully complete the work specified herein. The Contractor shall be held fully accountable

for all work prior to notification of the Agency.

10. The following services shall be completed by the Contractor:

A. Complete all work designated on the Work Order, in accordance with the Technical

Specifications and other applicable sections of this document;

B. Provide the service within 15 days from the date of issuance of the Work Order by the Agency;

C. Complete the Work Order by marking all applicable areas, and sign and date it. Request final

inspection of work by returning the completed Work Order and invoice within 5 calendar days of

the completion of the work. This notification shall identify: (a) the client, (b) client’s address,

(c) job number, (d) all work which was performed, (e) all work which was identified by the

Agency but not performed and reasons why it was not, (f) labor costs, (g) material costs and (h)

model and serial numbers.

See attached sample required invoice format.

D. Prior to receiving final work approval by the Agency, provide re-work service when needed,

within 15 days (as soon as possible in extremely cold weather) from the date of issuance of the

rework order by the Agency, at no additional cost.

E. Keep the work areas as clean and safe as possible with minimal disturbance to the client, and

broom clean all work areas upon completion of the work.

F. Request a change order for the job when the work cannot be performed as indicated, when the

client refuses the work, or the service called for does not match the actual job site.



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11. Warranty: The Contractor warrants that all materials and components installed in performance of this

contract shall be free of defect in materials and workmanship for a period of twelve (12) months from

date of installation or the manufacturer’s warranty whichever is longer. This service must cover one

complete heating season. Should any material or work prove defective within this period, the Contractor

agrees to replace defective materials with new, non-defective materials at no cost to the Agency or the

Client within thirty (30) days of notification (within 3 days in extremely cold weather). Warranty

documents and all pertinent information shall be given to the client by the contractor upon completion of

the installation.

12. Only firm, fixed prices shall be considered. All prices must clearly be stated in Part III. Rebates

and/or discounts shall not be considered. The total materials amounts are estimates only. Upon receipt of

a work order, the contractor will conduct an onsite evaluation of system replacement requirements and/or

repairs along with requirements for any new equipment installation. The contractor will then submit a

written proposal for the work to be completed, in order to determine if additional materials and labor are

required above and beyond the original sealed bid quotation.

13. Failure on the part of the bidder to comply with any bid requirement is grounds for bid disqualification.

14. The Bid may be invalidated by the Agency and/or the State of Missouri, Department of Economic

Development/Division of Energy.

15. In the event of a sole source response, the Agency reserves the right to negotiate prices with the

respondent.

16. The Agency reserves the right to accept or reject any Bid and to disqualify any Respondent.

17. The Agency reserves the right to terminate the Bid process without recourse by the Respondent, and to

request resubmittal of Bids as necessary, prior to award.

18. The contractor assures compliance with Executive Order 11246 “Equal Employment Opportunity” as

amended by Executive Order 11375 and supplemented by Department of Labor regulations (41 CFR,

Part 60).

19. The Contractor assures compliance with Copeland “Anti-Kickback” act (18 USC 87) and 29 CFR, Part 3.

20. No interest shall be paid from DED funds for any reason.

21. The activities of the Contractor’s staff and associates shall be fully coordinated with the activities of the

Agency. As the work of the Contactor’s staff and associates progresses, advise on matters of immediate

concern to the Agency and related to the specific scope of work covered by the contract, shall be made

available to the Agency during the period of the contract.



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22. The Contractor shall not assign any interest in the contract and shall not transfer any interest, whatsoever

in the same (whether by assignment or novation/substitution), without the written consent of the agency.

23. The contract shall be construed according to the laws of the State of Missouri.

24. No official or employee of the Agency, or official or employee of the Contractor or its governing body,

or any public official of the State of Missouri who exercises any functions or responsibilities in the review or approval of the undertaking or in the fulfillment of the obligations of the terms and conditions of the contract shall, prior to the completion of the term of the contract, voluntarily acquire any personal

interest in the contract, any proposed contractor or contract subject.

25. The Contractor covenants that he has no interest and shall not acquire any interest, direct or indirect,

which could conflict in any manner or degree with the performance of the specified services. The

Contractor further covenants that in the performance of this contract, no person having any known

interest shall be employed.

26. The contractor agrees that the Agency and/or clients of the Agency shall not be liable for the debts of the

Contractor or any other firm or organization affiliated with the Contractor in the fulfillment of the terms

of this contract.

27. This contract shall be amended only in writing, the amendment shall become binding when signed and

dated by both parties.

28. It is the Contractor’s responsibility to fulfill all obligations under this contract. The Contractor shall

subcontract for labor and or materials only with the advanced expressed written consent of the Agency

and DED/DE. Approval to subcontract shall in no way release the Contractor of his/her obligations

under this contract.

29. The State of Missouri, Department of Economic Development/Division of Energy Weatherization

Assistance Program is not a party to this Bid or contract and shall be held harmless in any dispute arising

from this Bid or contract.

30. The Contractor agrees that all work shall be performed in strict compliance with all applicable laws,

ordinances, OSHA guidelines, rules and regulations of Federal, State, County or Municipal governments

or agencies now in force or that may be enacted hereafter. The final inspection report of the Agency

shall not be deemed to be a warranty or representation that all such laws, ordinances, rules and

regulations have been complied with by the Contractor.



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31. In the event that the contractor fails to perform satisfactory work in compliance with the terms of this

contract, after receiving written notification/warning from the Agency, this contract shall be terminated.

Termination shall result from:

A. Conviction of a criminal offense.

B. Unjustifiable failure to perform the terms of this contract, provided that failure to perform was

not a result of acts beyond the control of the Contractor.

C. Failures to perform satisfactorily, which results in 3 rework orders. (Rework, in this situation, is

defined as unacceptable service due entirely to the performance of the Contractor).

D. Failure to complete work and submit completed work order/invoice within the specified time

period.

E. Three or more valid client complaints within the contract period (validity as determined by the

Agency).

F. Failure to perform work to perform work to meet the National Fuel Gas Code (NFPA 54) or the

National Oil Code (NFPA 31), manufacturers’ specifications and, where applicable, local and

city codes.

G. Failure to maintain required insurance coverage.

32. Under no circumstances will any lien ever be placed on any client home.

33. The Contractor shall retain records relating to this contract for three years after final payment is made

under the contract. If an audit, litigation, or other action involving the records is started before the end of

the three-year period , the records, must be retained until all issues arising out of the action are resolved

or until the end of the three-year period, whichever is later. The Department of Energy, Comptroller

General of the United States, The Missouri Department of Economic Development/Division of Energy

and the Agency or any of their authorized representatives shall have access to contractor records.

34. Termination of this contract shall result in the Contractor being disbarred from further business with the

Agency and bidding on future contracts for a period of two years.



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Part II-C BID EVALUATION

1. Bid awards shall be made to the lowest responsive and responsible bidder, as defined below:

A. Responsive: The responsiveness of the bidder refers to whether or not the bidder filled out the

IFB according to the Agency for use in bid evaluation (see Part II-A. Bid Requirements). An

IFB determined non-responsive is disqualified from further review.

B. Responsible: The responsibility of the lowest bidder must be evaluated prior to award. A

bidder determined non-responsible, is defined as not meeting all of the following items:

a. Past performance, meeting the capability to perform criteria (Part II-A, Item 8).

b. Organization statement (Part II-A, Item 9). The bidder must, at a minimum, state their

capability to meet the contract requirements. If certain workers, facilities, and

equipment will only be obtained after this bid award, these items should be stated with

specifics in advance of the bid award. For instance, if hiring a staff person, what are

the minimum qualifications for this job? If available, submit a job description. Startup

capabilities for production at bid award should be immediate. Clearly identifying the

bidder’s ability to deliver quality work and maintain a production schedule is critical to

meet “responsible” evaluation.

2. All quantities indicated in the Invitation for Bid are estimates only. JFCAC does not guarantee the

quantities stated in the Invitation for Bid.

3. Bids shall be reviewed under a two-step process. First, bids must meet all qualified requirements listed in

this Invitation for Bid. Then those bids which meet the necessary requirements shall be evaluated on the

basis of the lowest price, including renewal percentage costs for optional contract extensions of up to two

(2) years.

4. Certified letters shall be mailed to each bidder notifying them of the award. The award shall become final

after five (5) working days from the date of receipt of the notification letter. A protest must be written,

stating reasons for protest, and submitted to JFCAC before the award becomes final.

5. Bidders may receive copies of the bids and/or evaluation documents for a $0.50 charge per page, payable

in advance. Actual bids shall be available for public inspection during normal working hours of the

agency after the bid award. Current bid prices will be closed to the public from this bid invitation until

final bid is awarded.

6. The Missouri Department of Economic Development/ Division of Energy and/or JFCAC reserves the

right to invalidate any and all bids.



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7. Corrections to the IFB before the bid opening:

If a bidder corrects or changes unit prices before the bid is submitted, the change or correction

should be initialed by the bidder.

8. Corrections to the IFB after bid opening:

A. During the bid qualification process, the bidder and/or the Agency may, in a public setting, make

corrections to the bid for only those items which will in no way affect either the bid prices which have

been quoted or the validity of the bid. These corrections are strictly limited to clerical type

information, i.e.: wrong or missing dates, failure to submit an address or telephone number, etc.

Corrections shall not include any specific or technical requirements listed in the Invitation for Bid, i.e.:

submissions of bid by a specified deadline, failure to submit the bid in a marked and sealed envelope,

failure to fulfill all bid requirements, etc. Correctable errors will be allowed in order to prevent an

otherwise valid bid from being disallowed due to an unintentional oversight or error on the part of the

bidder which does not involve data or information used for comparative or evaluative purposes. The

actual correction of an error shall be performed only by authorized Agency personnel at the time of bid

opening. All correctable errors must be fully documented by the Agency and witnessed, either in the

presence of the bidder and two (2) other disinterested persons not affiliated with either the program or

the firm whose bid is corrected, or by a Notary Public.

B. If a bidder has made a mathematical error in the total of materials unit cost and/or labor costs, JFCAC

will have the bidder initial the corrected total price before the bid award. Individual unit costs cannot

be changed after the bid opening.

9. Handling of Sealed Bid-Photocopy: If the bidder submitted a photocopy of the IFB, the photocopy must

remain inside the sealed envelope in the Agency’s files for future or legal settlement.

10. Withdrawal of an IFB prior to opening: Bidders are allowed to withdraw their bid prior to the bid

opening. If this occurs before the bid deadline has passed, the bidder may re-submit a bid as long as the

re-submitted bid is received prior to the bid deadline. Once a bid has been withdrawn and the bid

deadline has passed, re-submission shall not be allowed. The bidder must withdraw the bid in person and

verify identity.



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PART III TECHNICAL SPECIFICATIONS

All materials and installations must comply with the National Renewable Energy Laboratory (NREL)

Standard Work Specifications for Home Energy Upgrades (SWS): https://sws.nrel.gov.

Material Standards:

Replacement Furnace or Boiler, Gas-fired:

Replace gas-fired, central furnaces: conformance to NFPA 54-2012 (or the latest version).

Minimum AFUE Rating for high-efficiency central furnaces: 95% + Direct Vent Minimum

AFUE Rating for mobile home furnaces: 95% + Direct Vent

AGA design-certified and carry AGA seal.

Replacement boiler must conform to the 2007 ASME Pressure Vessel Code (or the latest version).

Liquid Petroleum Gas Storage: conformance to NFPA 58-2008 (or the latest version).

Electric or hot surface ignition systems are allowable with a replacement furnace or boiler.

Replacement Furnace or Boiler, Oil-fired:

Replace oil furnace: conformance to NFPA 31-2012 (or the latest version) + Direct Vent

Replace boiler: conformance to the 2007 ASME Pressure Vessel Code (or the latest version).

Minimum AFUE for oil-fired boiler: 85% + Direct Vent

Replacement Space Heater, Gas-fired (includes all vented floor-, wall-, and room-type space heaters).

Replace gas-fired space heater: conform to NFPA 54-2012 (or the latest version).

AGA design-certified and carry AGA seal.

Liquid Petroleum Storage: conformance to NFPA 58-2008 (or the latest version).

No minimum AFUE for gas-fired space heaters, but space heaters must be Direct Vent.

Company Name: Authorized Signature: _Date:



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Replacement/Installation/operational Specifications:

Replacement furnace/space heater must:

Be of the same fuel type as the unit being replaced, unless otherwise approved by DED/DE.

Have return air filtration system on forced-air systems (excludes wall furnaces, floor furnaces and

vented space heaters), with a minimum MERV 6 filtration with no air bypass around the filters.

Be sized appropriate to the dwelling and/or existing distribution system. Documented through Manual

J or Manufacturer’s sizing guide.

Flue Requirements

The flue of the unit is to be sized according to manufacturer’s specifications and installed correctly.

GAMA or NFPA Venting Tables.

Replacement includes any sheet metal, piping, wiring, flue pipe, draft regulators or barometric

dampers and any controls necessary to complete the replacement.

Contractors must assure proper operating of newly installed units by starting and running the system

through one full cycle and verifying proper operation of all controls and components.

All work performed by the contractor must be to code, SWS, manufacturer’s specifications, industry

standards and accepted practices.




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Energy Star Equipment Specifications

Furnaces and Boilers:

Gas Furnaces Rating of 95% AFUE or greater Less than or equal to 2.0% furnace fan efficiency

Less than or equal to 2.0% air leakage

Oil Furnaces

Rating of 85% AFUE

Less than or equal to 2.0% furnace fan efficiency

Less than or equal to 2.0% air leakage

Boilers

Rating of 85% AFUE or greater

Air Source Heat Pumps: Split Systems 8.5 HSPF or greater 15 SEER or greater

Package Units

8.2 HSPF or greater

15 SEER or greater

Central Air Conditioners: Split Systems 15 SEER or greater Package Units

15 SEER or greater

Room or Window Air Conditioners: Without Reverse Cycle >9.9 - >12.1 Depending On (BTU/HR) With Reverse Cycle

>10.2 - >10.8 Depending On (BTU/HR)

ASHRAE 62.2

Equipment supplied to meet ASHRAE standards in any home, must comply with the latest ASHRAE

standards required by ASHRAE, SWS and the Missouri DED.

WATER HEATERS

Gas water heaters will be either direct vent or power vented and be ENERGYSTAR qualified. All water

heaters will include a TPR valve, discharge pipe, drain pan, drain line and expansion tank. All water

heaters will be installed to code, SWS and DED standards and must be specific to site built homes or

mobile homes as required.




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RFQ SUMMARY FORM for Furnace Replacement

Instructions Upon receipt, the Respondent should submit a quotation in the manner as indicated below.

Description Standard Installation Complete To Code

Material Cost

Labor Cost

Total Amount

Mobile Home Heat Pump >15 SEER 8.2 HSPF

Rated Output: 2.5 ton

3 ton

3.5 ton

4 ton

Mobile Home Replacement Furnaces AFUE% 95+

Rated Output Btu: 60,000

80,000

Site-Built Heat Pump >15 SEER 8.5 HSPF

Rated Output: 2.5 ton

3 ton

3.5 ton

4 ton

5 ton

Site-Built Replacement Furnaces AFUE% 95+

Rated Output Btu: 57,000

76,000

95,000

114,000

Total Quotation

$

The Respondent hereby agrees to furnish items and/or services, at the prices quoted unless individually proposed,

pursuant to all requirements and specifications contained in this document, upon either the receipt of an authorized

Purchase Order from the Agency or when this document is countersigned by the Agency as a binding Contract. The

Respondent further agrees that the language of this document shall govern in the event of a conflict with His or Her

quotation. Company Name: Date:

Authorized Signature: Title:

Phone No.: Federal ID or Social Security No.:

Renewal percentage increase from original bid prices for optional year one

Renewal percentage increase from original bid prices for optional year two

JFCAC Authorized Signature: Date:



18

FURNACE REPLACEMENT QUOTATION FORM

Description Material

Cost Labor Cost Total

Amount

Replacement Furnace

Mobile Home: Heat Pump Site Built

Brand: Model #

Rated Btu Output: 2.5 ton HSPF

Include: (List other items associated with standard replacement.)

Total Quotation $

The Respondent hereby agrees to furnish items and/or services, at the prices quoted unless individually proposed, pursuant to all requirements and specifications contained in this document, upon either the receipt of an authorized Purchase Order from the Agency or when this document is countersigned by the Agency as a binding Contract. The Respondent further agrees that the language of this document shall govern in the event of a conflict with His or Her quotation.

Company Name: Date:





19


Description

Material Cost Labor Cost

Total Amount

Replacement Furnace


Brand: Model #

Rated Btu Output: 3 ton HSPF


Total Quotation $


Company Name: Date:





20


Description


Total Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





21


Description


Total Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





22


Description


Total Amount

Replacement Furnace

Mobile Home: Gas Furnace Site Built

Brand: Model #

Rated Btu Output: 60 Kbtu AFUE % 95+


Total Quotation $


Company Name: Date:





23


Description


Total Amount

Replacement Furnace

Mobile Home: Gas Furnace Site Built

Brand: Model #



Total Quotation $


Company Name: Date:





24


Description


Total Amount

Replacement Furnace

Mobile Home: Site Built: Heat Pump

Brand: Model #



Total Quotation $


Company Name: Date:





25


Description


Total Amount

Replacement Furnace

Mobile Home Site Built: Heat Pump

Brand: Model #



Total Quotation $


Company Name: Date:





26


Description


Total Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





27




Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





28




Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





29




Amount

Replacement Furnace

Mobile Home Site Built: Gas Furnace

Brand: Model #



Total Quotation $


Company Name: Date:





30




Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





31


Description


Total Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





32


Description


Total Amount

Replacement Furnace


Brand: Model #



Total Quotation $


Company Name: Date:





33

Furnace Clean and Tune and General Repairs

Instructions Upon receipt, the Respondent should submit a quotation in the manner as indicated below.

Description

Item No.

Material Cost

Labor Cost

Total Amount

Clean and Tune, Gas Heating

System [each] Includes adding or replacing air

filter(s), belt(s) and thermocouple if needed.

Clean and Tune, Gas Space Heater [each] Includes adding or replacing

thermocouple

if needed. Clean and Tune, Oil Heating System [each] Includes adding or replacing air

filter(s), belt(s), oil filter and nozzle if needed.

Clean and Tune, Oil Space Heater [each] Includes adding or replacing oil filter

and

nozzle if needed.

General Repairs, Total of line items

on Page and Page

Total Quotation

(Add lines 1, 2, 3, 4 & 5)

1

2

3

4

5

N/A

N/A

$





quotation.

Company Name: Date:








***PRICING PAGE***

RFQ No. REQUEST FOR QUOTATION 34

Ite m

No.

De scription

Unit

M aterial

Cost

Unit

Labor

Cos t

Total

Amount

Note: Bid each line item for the quantity shown (each linear foot, square

foot, etc.). Bid only in whole dollars and cents. You must bid all line items.

All parts and materials must be new. All prices (except the service call) are

bid with the assumption that you are already on site.

1 Air filter kit, permanent, manufacturer approved,

for mobile home gas furnace. Note: to be paid

as a General Repair or when a kit is required on

mobile home clean & tune.

2 Bearings/shaft in blower assembly

3 Blower motor, direct drive (when possible, P.S.C.)

4 Blower motor, belt drive (when possible, P.S.C.)

5 Combustion air

6 Damper (volume control) in supply run

7 Electronic ignition

8 Emergency disconnect switch

9 Fan/limit control

10 Gas stop

11 Gas valve

12 Heat duct (includes elbows and connectors)

13 Pilot assembly, complete

Total

[each]

[each]

[each]

[each]

[each]

[each]

[each]

[each]

[each]

[each]

[each]

[linear foot]

[each]

Company Name: Authorized Signature: Date:



***PRICING PAGE***

RFQ No. REQUEST FOR QUOTATION 35

Item

No.

Description

Unit

Material

Cost

Unit

Labor

Cost

Total

Amount

14

15

16

17

18

19

20

21

22

23

24

25

Service Call :

a) Travel to and from plus one

hour of work

b) Subsequent charge per

hour

Sheet metal

Thermal vent damper and spill switch on gas-fired

heating system

Thermal vent dampers with spill switch on gas-fired

heating system and gas-fired domestic water heater

Thermocouple, Note: to be paid only when a

Service call is required.

Thermostat, heat only

Thermostat, heat and cool

Transformer

Vent pipe, single wall (includes elbows and

connectors)

Vent pipe, double wall (Type B) (includes elbows

and connectors)

Flue liner kits

5 inch

5.5 inch

6 inch

7 inch

8 inch

Total

[each]

[each]

[sq. ft.]

[each]

[each]

[each]

[each]

[each]

[each]

[linear foot]

[linear foot]

[linear foot]

[linear foot]

[linear foot]

[linear foot]

[linear foot]

Company Name: Authorized Signature: Date:



36

WATER HEATER REPLACEMENT/ASHRAE INSTALATION

RFQ SUMMARY FORM

for Water Heater Replacement & ASHRAE Equipment

Instructions

Upon receipt, the Respondent should submit a quotation in the manner as indicated below.

Description

Material

Cost Labor

Cost Total

Amount Mobile Home Water Heater installed to SWS standards.

Gas 30gal

Gas 40gal

Electric 30gal

Electric 40gal

Site Built Home Water Heater installed to SWS standards.

Gas 40gal

Gas 50gal

Electric 40gal

Electric 50gal

Total Quotation

$

ASHRAE appliance installed to ASHRAE/SWS standards.

Whisper Green Bathroom Fan 0-130cfm/Switched

Whisper Green Bathroom Fan 0-130cfm/Switched/Light

Air King ECQ Range Hood 30-50cfm/continuous

Air King Q-Fam Fresh Air Device

ERV complete installation

HRV complete installation

Total Quotation

$





quotation. Company Name: Date:








37

WATER HEATER REPLACEMENT QUOTATION FORM

Description

Material Cost

Labor Cost Total

Amount

Associated Parts for Water Heater Installation.

Mobile Home Direct Vent Site Built

Brand: Model #

Size: 30gal Fuel: Gas


Total Quotation

$


Company Name: Date:





38


Description

Material Cost

Labor Cost Total

Amount


Mobile Home Power Vent Site Built

Brand: Model #



Total Quotation

$


Company Name: Date:





39


Description

Material Cost

Labor Cost Total

Amount


Mobile Home X Site Built

Brand: Model #

Size: 30gal Fuel: Electric


Total Quotation

$


Company Name: Date:





40


Description

Material Cost

Labor Cost Total

Amount


Mobile Home X Site Built

Brand: Model #



Total Quotation

$


Company Name: Date:





41


Description

Material Cost

Labor Cost Total

Amount


Mobile Home Site Built Direct Vent

Brand: Model #



Total Quotation

$


Company Name: Date:





42


Description

Material Cost

Labor Cost Total

Amount


Mobile Home Site Built Power Vent

Brand: Model #



Total Quotation

$


Company Name: Date:





43


Description

Material Cost

Labor Cost Total

Amount


Mobile Home Site Built X

Brand: Model #



Total Quotation

$


Company Name: Date:





44


Description

Material Cost

Labor Cost Total

Amount


Mobile Home Site Built X

Brand: Model #



Total Quotation

$


Company Name: Date:





45

ASHRAE QUOTATION FORM

Description

Material Cost

Labor Cost

Total Amount

Associated Parts for ASHRAE Installation.

Mobile Home X Site Built X

Brand: Panasonic Model # FV-13VKM3

Style: ASHRAE vent fan Whisper Green 130cfm.


Total Quotation

$


Company Name: Date:





46


Description

Material Cost

Labor Cost

Total Amount



Brand: Panasonic Model # FV-13VKSL4

Style: ASHRAE vent fan/light Whisper Green 130cfm.


$


Company Name: Date:





47


Description

Material Cost

Labor Cost

Total Amount



Brand: Air King Model # ECQ 308

Style: ASHRAE compliant kitchen range hood.


Total Quotation

$


Company Name: Date:




INVITATION FOR BID DATE: May 1, 2018 48

PART III-B BIDDER’S

REFERENCES

1) a. CompanyName:

b. Mailing Address: c.

City: State: Zip: d.

Contact’s Name and Title: e.

Telephone Number & Area Code: f.

Description of Service Furnished:

g. Date(s) Completed: _

2) a. Company Name:

b. Mailing Address:

c. City:

d. Contact’s Name and Title:

e. Telephone Number & Area Code:

State: Zip:

f. Description of Service Furnished:


3) a. Company Name:

b. Mailing Address:

c. City:

d. Contact’s Name and Title:

e. Telephone Number & Area Code:

State: Zip:

f. Description of Service Furnished:



INVITATION FOR BID DATE: May 1, 2018 49

PART III-C

ORGANIZATIONAL CAPABILITY

1) Business structure (sole proprietorship, partner’s name, chairperson of the board, and/or chief

executive officer)

2) Bidder’s Company years in business

3) Staff’s skill level and experience

4) Warehouse facilities (space, location)

5) Equipment (combustion analyzers, gas leak detectors, VOM meters, vehicle(s) type and size)


Total Total

Qty Unit Measure Components Labor Material Labor Material Total


50

Attachment 3-5

Contractor invoices must be submitted on the contractor’s letterhead and

should include the following information: company name, contact

information, dates of service, job number and/or client’s name, quantity of

material and labor by unit, description of service with individual

measures documented (as defined by NEAT/MHEA), and costs broken out

by material and labor. In addition, for all HVAC equipment, hot water

heaters, and refrigerators, invoices must include the make, model

number and serial number of the equipment. Invoices must be uploaded to

the client file and costs should easily be tracked to the contractor’s bid

documents. (See attachment for an example contractor invoice)

Simpson Home Improvement H. Simpson

1602 Pennsylvania Ave.

Washington, MO 63090

(555) 555-5555

Invoice Date: 4/1/2015

Name: C. Montgomery Burns Job #: 039-017-M-00763 Address: 1000 Mammon Ln. Springfield MO, 65801 Phone: (555) 555-5556

Work Start: 3/23/2015 Work End: 3/25/2015

2

each CO Detector

CO Battery Operated: #KN-

COB-B-LPM

$5.00

$20.00

$10.00

$40.00

$50.00

12

each 13-watt CFL

$2.00

$1.00

$24.00

$12.00

$36.00

1

each

DWH Blanket

$20.00

$20.00

$20.00

$20.00

$40.00

6

LF

Pipe Wrap

$5.00

$1.25

$30.00

$7.50

$37.50

2

each

Interior Caulk

$5.00

$5.00

$10.00

$10.00

$20.00

1

each Exterior Caulk

$7.50

$7.50

$7.50

$7.50

$15.00

1

each

Attic Fan Cover

$15.00

$15.00

$15.00

$15.00

$30.00

1

each ASHRAE 62.2 Fan

Panasonic WhisperGreen 80

CFM FV-08VK3

$140.00

$360.00

$140.00

$360.00

$500.00

1

each DV Furnace 45000

Goodman, GMVC96,

0603BXB

$1,000.00

$1,500.00

$1,000.00

$1,500.00

$2,500.00

1050

SF

Attic Insulation

R-38 Cellulose Insulation

$0.67

$0.55

$703.50

$577.50

$1,281.00

17

SF

2" 2 part foam bands / ductwork

$2.25

$2.50

$38.25

$42.50

$80.75

$1,998.25 $2,592.00 Total $4,590.25


51


PART IV

CONTRACTUAL REQUIREMENTS

1. The contractor shall install materials which meet or exceed the requirements in Part III "Technical

Specifications". All materials must be approved by JFCAC. All materials must be new, unless specific

permission is obtained from JFCAC.

2. The Contractor does hereby waive and release any and all liens and claims or rights to liens, on all contracted

activities under the statutes of the State of Missouri relating to Mechanic’s Liens, on account of materials and

labor furnished by the Contractor under this contract. Signed Lien Waivers from the Contractor’s suppliers

may be requested. Failure to provide lien waivers may result in termination of the contract.

3. All discarded work materials related to completion of the heating system work shall be removed from the job

site.

4. The Client shall be treated with respect, courtesy, and consideration at all times.

5. The contractor shall be responsible for meeting all Federal, State, and Local regulations and laws pertaining

to furnace clean, tune and general repair work on gas and electrical heating systems.

6. The Contractor shall inform the Agency when the work (1) cannot be performed as indicated, (2) when the

homeowner refuses the work, or (3) the service called for does not match the actual job site. Materials that

cannot be installed on the home due to a client’s refusal, move, or other circumstance, will be utilized on

other homes if at all possible.

7. All work must be completed to the satisfaction of JFCAC and DED/DE in accordance with state standards,

directives, and other regulations. If a home does not pass inspection by JFCAC or DED/DE, the contractor

shall return to the job and complete the work in a timely manner without additional costs to the Agency. The

work must fulfill all requirements of the contract to be acceptable.

8. Payment for disputed work may/shall be withheld for the specific job(s) until the dispute is resolved. Work

completed on a failed home will not be compensated by JFCAC, unless additional materials and/or work are

installed by the Contractor and passes JFCAC's on-site inspection. Final determination shall be made by

JFCAC's Executive Director upon appeal by the Contractor.

9. Any damages made to a home during the work process shall be repaired within ten (10) days at no expense to

JFCAC or the occupant.

10. The Contractor shall in no manner contract or solicit monies or services from the occupants served under this

contract.


52


11. The Contractor shall not represent his/her company as directly affiliated with JFCAC other than as an

independent contractor awarded the bid from JFCAC. The contractor must not allow employees of the

company to engage in activities or make statements that would be, or might become, uncomplimentary to

JFCAC or infringe upon the rights of the home occupants. The Contractor shall not permit any statement or

action that would obligate JFCAC in any manner not directly related to this contract.

12. JFCAC reserves the right to complete work on homes if it is determined that it is in the program’s best

interest.

13.

A. Breach of Contract: Non-fulfillment of any of the terms of the contract shall be deemed

a breach of contract. A written warning shall be given to the Contractor detailing problems before the

contract is terminated. If the Contractor does not correct the problems, the contract shall be terminated by

written notice to the Contractor stating the effective date.

B. Performance Standards: JFCAC is concerned that the Contractor continues to demonstrate sufficient

ability to effectively deliver a quality product to weatherization applicants. The following performance

standards have been developed to determine when it is justified to terminate the contract according to these

unsatisfactory performance standards: (1) multiple homes requiring significant rework; (2) multiple homes

completed after the 30 to 60 days work order period; (3) multiple valid participant complaints regarding the

contractors work, behavior, or attitude; and (4) multiple errors in a billing for a completed home.

Significant unsatisfactory performance will require a written notice to the Contractor detailing the poor

performance. If not corrected, the contract may be terminated with written notice to the Contractor.

14. In the event of a breach of contract, JFCAC shall seek remedies to the full extent that the law provides. The

required performance bond or cash assurance shall be immediately forfeited to JFCAC. The amount shall be

determined by the extent of the breach of contract, the cost for JFCAC to rebid the contract, and for any and

all costs which are above the original contract prices. The Contractor shall not prohibit or interfere with

JFCAC’s rebid of the contract as the Agency sees fit. The Contractor shall be prohibited from bidding on

future projects for a period of five (5) years.

15. In the event of a contract termination, the Contractor shall not be relieved of liability to JFCAC for damage,

and JFCAC may withhold any reimbursement to the Contractor until such time as the exact amount of

damages due to JFCAC is agreed upon or otherwise determined. If acceptable to DED/DE and JFCAC, the

next lowest responsive and responsible bidder may be awarded the remaining contract. If the bidder does not

accept the award in this situation, or there is no other bid available, the remaining contract period will be

rebid.

16. Discrimination is Prohibited. No person in the United States shall, on the grounds of race, creed, color, age,

sex, disability, or national origin, be excluded from participation, be denied the proceeds of, or be subject to

discrimination in the performance of this contract. The Contractor will comply with the regulation

promulgated by the Director of DNR/DE, with the approval of the President pursuant to the Civil Rights Act

of 1964 (45C.F.R. Part 1010).



53

17. The Agency may request changes in the scope of services in the contract to be performed

hereunder due to regulation changes, new product availability, and other weatherization requirements and/or

improvements. Such changes, including any additional material and labor cost items, which are mutually

agreed upon by and between the Agency and the Contractor, must be incorporated in written amendments to

the contract.

18. Bidders must provide the following with the bid submissions:

A. Compliance with all applicable Missouri Wage and Hour regulations. Contractors must submit a self-

attestation letter to the Sub grantee which states the Contractor shall remain in compliance with all aspects

of Missouri’s Wage and Hour rules and regulations.

B. Occupational Health and Safety Administration (OSHA) 10-Hour construction safety course

training. All Contractor technicians, supervisors, and other personnel responsible for on-site activities

must be certified as having completed OSHA 10-hour construction safety course training. Supervisors

must have OSHA 30. The Contractor shall provide a self-attestation that all such technicians, supervisors,

and other personnel have completed the training. Further, the Contractor shall provide a copy of each

worker’s OSHA card or certification of completion for the 10-30 hour training to the sub grantee.

C. Worker’s Compensation and Unemployment Insurance. Contractors must provide all employees with

worker’s compensation and unemployment insurance as applicable under State and Federal laws and

regulations. The Contractor must provide the Sub grantee with documentation proving a past record of

compliance with Federal and/or State employment requirements.

D. Certification of eligibility – By entering into the contract, the Contractor certifies that no person or firm

who has an interest in the Contractor’s firm is a person or firm ineligible to be awarded government

contracts, i.e., not debarred.

This labor standards clause further stipulates that no part of the contract shall be subcontracted

to any person or firm debarred.

The penalty for making false statements about eligibility for government contract work

can be criminal prosecution.

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