REQUEST FOR PROPOSAL (RFP) - CAPK
Transcript of REQUEST FOR PROPOSAL (RFP) - CAPK
Community Action Partnership of Kern Page 1 of 31 HVAC Preventive Maintenance
REQUEST FOR PROPOSAL (RFP)
HVAC PREVENTATIVE MAINTENANCE
RFP# CAPK OPS 2016-002
February 11, 2016
Community Action Partnership of Kern 5005 Business Park North
Bakersfield, California 93309 661-336-5236
Community Action Partnership of Kern Page 2 of 31 HVAC Preventive Maintenance
REQUEST FOR PROPOSAL
HVAC Preventive Maintenance #CAPK OPS 2016-002
Table of Contents
Proposal Checklist 3
General Conditions 4
Special Conditions 5
Scope of Work 5
Proposal Evaluation 6
Vendor’s Obligations 8
Other Conditions 12
Subcontracts 12
Vendor Profile Sheet 13
Bid Form – Various Locations 14
HVAC Preventive Maintenance Checklist 19
ADDENDUMS
Addendum A: Certification Regarding Lobbying 20
Addendum B: Debarment and Suspension Certification 21
Addendum C: Noncollusion Affidavit 22
Addendum D: Equal Opportunity 23
Addendum E: Utilization of Women & Minority Business Enterprises 24
Addendum F: Equal Opportunity for Special Disabled Veterans 25
Addendum G: Certification of Worker’s Compensation 28
Addendum H: Prevailing Wage Compliance Certification 29
CONTRACT DOCUMENTS
Vendor Information Sheet 30
W-9 31
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RFP Proposal Checklist (mandatory)
Proposal Title HVAC Preventive Maintenance #CAPK OPS 2016-002
Due Date 2/24/2016
Primary Contact
Title
Company
Phone Fax
Address
City State or Province Zip
Secondary Contact
Title
Company
Phone Fax
Address
City State or Province Zip
THE PRIME VENDOR MUST SIGN THIS FORM BELOW and ANSWER THE FOLLOWING QUESTIONS:
Do you accept all Terms & Conditions in the RFP? (if no, explain on separate pg) ___ Yes ___ No
Have you been Debarred or Suspended as per Title 49, Code of Federal Regulations, Part 29? ___ Yes ___ No
Are you a Minority or Women-Owned Business Enterprise? ___ Yes ___ No
Are you submitting the required number of originals and copies? (See proposal instructions.) ___ Yes ___ No
ON WHAT PAGE IN YOUR PROPOSAL CAN THESE ITEMS BE FOUND? Section II Special Conditions D. Technical Proposal Information:
Vendor’s experience and capabilities information ___
Organization, size and structure ___
Conflict of Interest statement ___
Warranty Information ___
Completed Bid Form ___
References ___
CA State Contractors License ___
Vendor Information Sheet ___
W-9 ___
AUTHORIZED SIGNATURE & CERTIFICATION
I certify that the above information, and all information submitted in connection with this proposal is complete, true, and accurate and that the requirements noted have been completed and are enclosed. I affirm that I understand and will comply with Community Action Partnership of Kern’s procedures under the Davis-Bacon Act as amended, the provision of Contract Work Hours and Safety Standards Act, the Copeland "Anti-Kickback" Act (18 USC §874 and 40 USC §276c; 29 CFR 3), California Prevailing Wage and all other applicable Federal, state and local laws and regulations pertaining to labor standards. I understand that this proposal may be disqualified if the solicitation requirements are not met. I the undersigned am authorized to commit my organization to this proposal.
Signature
Name
Title
Organization
Phone
Date
NOTE: This completed form MUST be signed and attached to the front of all copies your proposal.
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Community Action Partnership of Kern
5005 Business Park North Bakersfield, CA 93309
(661) 336-5236 Fax: (661) 336-5228
REQUEST FOR PROPOSAL (RFP): HVAC Preventive Maintenance #CAPK OPS 2016-002
I. GENERAL CONDITIONS
A. Purpose: The Request for Proposal (RFP) is to find a qualified Contractor with a Class C-20 Contractor license for HVAC Preventive Maintenance.
B. Instructions for Proposal Submission
1. Closing Submission Date: Proposals must be submitted not later than 3:00 PM, Wednesday, February 24, 2016.
2. Inquiries: Inquiries concerning this RFP should be directed to Dan Ripoli, Facility Manager at 661.336.5236 x 5053, or e-mailed to: [email protected]
3. Conditions of Proposal: All costs incurred in the preparation of a proposal responding to this RFP will be the sole responsibility of the Firm and will not be reimbursed by the Community Action Partnership of Kern (CAPK). Unless otherwise stated, all materials submitted by Vendor in response to this RFP shall become the property of CAPK.
4. Instruction to Prospective Vendors: Your proposal should be addressed as follows:
Community Action Partnership of Kern c/o Operations – Dan Ripoli, HVAC Preventive Maintenance #CAPK OPS 2016-002 5005 Business Park North Bakersfield, CA 93309
It is important that the Vendor’s proposal be submitted in a sealed envelope clearly marked in the lower left-hand corner with the following information: For HVAC Preventive Maintenance RFP# CAPK OPS 2016-002.
It is the responsibility of the Vendor to ensure that CAPK receives the proposal by the date and time specified above.
Late proposals will not be considered. Proposals transmitted by facsimile or electronically submitted must be received prior to due date and time. Confirmation of receipt is the sole responsibility of Proposer. Each and every Vendor must submit their proposal using the enclosed format. If any proposal submitted deviates from the requested proposal format, it may be cause for disqualification. This does not, however, preclude the Vendor from offering alternatives in addition to the information requested in the formatted RFP. The alternatives, however, must be fully explainable and in written form.
C. Right to Reject: CAPK reserves the right to reject any and all proposals received in response to this RFP. A contract for the accepted proposal will be based upon the factors described in this RFP. CAPK reserves the right to waive any and all informalities or irregularities in any proposal.
D. Small, Women and/or Minority-Owned Business: Efforts will be made by CAPK to utilize small businesses, women and minority-owned businesses, with the consideration that the primary responsibility is the most favorable return to CAPK.
A Vendor qualifies as a small business vendor, if it meets the definition of “small business” as established by the Small Business Administration (13 CFR 121.3-8), by having average annual receipts for the last three fiscal years of less than four million dollars.
E. Price: All prices and quotations must be typed or written in ink utilizing attached bid form. No erasures or correction fluid is permitted. Errors may be crossed out and corrections printed in ink by the person signing the proposal.
ATTACHED BID FORM IS TO BE SUBMITTED WITH PROPOSAL.
F. Date Available to Start: Date Available to start is a part of the consideration and must be stated in definite terms and must be adhered to.
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G. Schedule For Selection: The Agency anticipates, but does not guarantee the below timeline.
H. Authorized Proposals: All proposals must be dated and signed by a responsible officer or employee of the Vendor. All proposals must have the Vendor's name clearly indicated in the proposal.
I. Notification of Award: CAPK anticipates, but does not guarantee, that finalists will be selected the week of February 25, 2016 and that the Contract (the “Contract”) will be awarded a short time thereafter. Award will be made to the most responsible Vendor whose service, reputation, and cost is most compatible with CAPK. CAPK will be the sole judge in making this determination.
II. SPECIAL CONDITIONS
A. Background: CAPK is seeking is to find a qualified Contractor for HVAC Preventive Maintenance. The purpose of this Request for Proposal (RFP) is to provide a method of selection and the basis for negotiating a Contract (the “Contract”) to perform such services. The Contract term would be through February 28, 2017. There will be three (3) one (1) year options to renew available.
B. Selection: The selection process will be followed by contract negotiation. If negotiations are unsuccessful, CAPK will proceed with negotiations with the next qualifying Vendor.
It is recognized that the selected Vendor will be required to collect all pertinent information necessary to complete the required services in advance of all required deadlines. Therefore, all responding Vendors will keep this in mind when preparing their response to the RFP.
C. Scope of Work: The Vendor is to provide all items as described below, including labor (see attached HVAC Preventative Maintenance Checklist).
At a minimum, quarterly inspection and preventive maintenance for each of the heating/cooling units referenced in the Bid Form.
1. Preventive maintenance shall be performed professionally and in a thorough manner where applicable and shall include, but is not limited to, the following:
I. Filter Section: Replace filters as needed.
II. Dampers: Lubricate bearings, check for proper operation, adjust and calibrate, clean surfaces, tighten connections.
III. Return & Supply Fans: Lubricate bearings, check for bearing wear, clean dirt accumulation, check drive coupling and tighten if needed, check belts, check alignment of shaft, check fan blade tightness.
IV. Fan: Check fan(s) for alignment, check shaft for alignment, lubricate bearings, check for bearing temperature, check all belts/couplings, align couplings, tighten mounting bolts, inspect starter coils, inspect and clean contacts, tighten all electrical connections, check operating current and voltage, check for vibration, check motor insulation resistance, check motor mounts and tighten as needed.
V. Electrical Disconnect: Inspect and clean contacts, check for proper operation.
VI. Coils: Inspect and clean surfaces, clean fin surfaces, comb bent fins, check for leaks, and check for corrosion.
HVAC PREVENTATIVE MAINTENANCE Date Event
2/11/2106 Request For Proposal sent to Vendors 2/18/2016 Due date for questions 2/19/2016 Response to questions emailed to Vendors
2/24/2016 @ 3:00 PM Due date for proposals by Vendors
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VII. Compressor: Check refrigerant charge, check crank case heater, check for oil refrigerant leaks, check oil level, change oil as needed, check for vibration, observe operating temperatures, top-off/recharge fluids as needed.
VIII. Zone Control Actuators: Inspect for proper operation, clean surfaces, adjust as needed.
IX. Burner Section: Perform draft and combustion test, clean and inspect nozzles, clean and inspect blower, lubricate blower motor, test safety controls.
X. Heating Section: Inspect and clean, check for corrosion, check for leaks.
XI. Motor: Inspect motor mounts and tighten, inspect coils, contacts, starter, tighten electrical connections, lubricate motor bearings, and check for vibration.
2. All filters will be replaced with high efficiency media filters.
3. Vendor must provide a checklist for each piece of equipment that preventative maintenance tasks were performed on. See attached HVAC Preventative Maintenance Checklist.
4. Repairs and/or deficiencies that are discovered will be reported during the inspection, shall be noted and presented along with a competitive quote to repair and/or correct. Written approval must be obtained from the Partnership before work begins.
5. Emergency Response Time will be:
Within 60 miles of downtown Bakersfield – 2 Hours
Outside 60 miles from downtown Bakersfield – 4 Hours
D. Conflict of Interest: Provide a statement of any potential conflicts Vendor and/or key staff may have regarding these services. The statement should not only include actual conflicts, but also any working relationships that may be perceived by disinterested parties as a conflict. If no potential conflicts of interest are identified, so state in your proposal.
E. Minority, Women or Small Business: If Vendor qualifies as a small, women or minority-owned business, provide documentation of qualifications.
F. Fee Proposal/Bid Form: All proposals must state the maximum total compensation for HVAC Maintenance at each location. Bid Form must be completed and submitted with proposal.
G. Warranty: Warranty information for material and labor are to be included.
H. Appendix: As an appendix, provide the following:
1. Proposal Checklist.
2. Three references who can comment on the past performance of Vendor. The references shall be from at least two non-profit or public agencies. References are to include telephone, facsimile and e-mail.
3. A copy of current California State Contractor’s License.
4. A completed Vendor Information Sheet.
5. A completed W-9.
III. PROPOSAL EVALUATION
A. Submission of Proposals: All proposals shall include one (1) original and two (2) complete copies of Vendor's response. This document will become part of the Contract.
B. Non-responsive Proposals: Proposals may be judged non-responsive and removed from further consideration if any of the following occur:
1. The proposal is not received timely, in accordance with the terms of this RFP.
2. The proposal does not follow the specified format and respond adequately to each item in Section II.
C. Selection Procedure: Proposals will be reviewed and Vendors will be evaluated based on their relative rankings in each area of the proposal. This is a NEGOTIATED procurement and as
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such, award will not necessarily be made to the Vendor submitting the lowest priced proposal. Award will be made to the Proposer submitting the best responsive proposal satisfying CAPK’s requirements, price and other factors considered.
The selection process is designed to ensure that the Vendor’s services/products are engaged on the basis of demonstrated competence and qualifications for the type of services to be performed and at fair and reasonable prices for CAPK.
D. Evaluation Criteria: Provide information to support the following.
1. Hourly labor cost of non-Davis Bacon and Davis Bacon (any work that is over $2,000.00) for any extra work not related to Monthly Fee, i.e. repairing HVAC units, installing new thermostats, replacing broken parts, etc.
2. The Vendor should describe its organization, size and structure. Description should include:
a. Size of the Vendor’s firm, including number of field, supervisory, and support employees and their physical locations.
b. Explanation if the Vendor is a small or minority-owned or woman’s business enterprise.
3. Provide references with details of the scope of work performed at projects of similar size.
4. Provide how service techs/crew members are able to communicate with supervisors and, in turn, contact CAPK personal to expedite any issues that arise while techs/crew members are on site.
5. Monthly service fees for projects listed on the Bid Form.
E. Point Evaluation: The evaluation and selection of the successful Vendor shall be based upon the factors listed below with corresponding point evaluation. Total points available are 100.
Evaluation of each proposal will be scored on the following factors:
1. Organization, size, and structure Points = 25
2. References exhibiting previous experience on similar projects Points = 25
3. Are service techs able to contact supervisors while on site? Points = 10
4. Monthly services fee Points = 20
5. Hourly cost of labor for service outside of routine maintenance services Points = 20
Total Points = 100
For additional information to assist with providing an accurate proposal please email your request to Dan Ripoli at [email protected].
F. Fee Proposal: The Selection Committee will consider the reasonableness of all fee proposals and quotations.
G. Solicitation Caveat: CAPK reserves the right to terminate this RFP after three (3) days (72-hours) notice to all prospective proposers.
H. Right to Reject: CAPK may, at its discretion, request presentations or additional information with any or all Vendors to clarify or negotiate modifications to the Vendors’ proposals.
However, CAPK reserves the right to make an award without further discussion of the proposals submitted. Therefore, proposals should be submitted initially on the most favorable terms, from both technical and price standpoints, which the Vendor can propose.
CAPK shall be solely responsible for awarding the Contract.
I. Signature: The Proposal Checklist, all information required of Vendor or prequalification forms, Worker’s Compensation Certificate, Drug Free Workplace Certification, Non-Collusion Affidavit, all Guarantees, and all other forms enclosed must be signed in the name of the Vendor and
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must bear the signature of the person or persons duly authorized to sign these documents. Where indicated, if Vendor is a corporation, the legal name of the corporation shall first be set forth, together with two signatures: one from among the chairman of the board, president or vice president and one from among the secretary, chief financial officer, or assistant treasurer. Alternatively, the signature of other authorized officers or agents may be affixed, if duly authorized by the corporation. Such documents shall include the title of such signatories below the signature and shall bear the corporate seal. Where indicated, in the event that the Vendor is a joint venture or partnership, there shall be submitted with the bid certifications signed by authorized officers of each of the parties to the joint venture or partnership, naming the individual who shall be the agent of the joint venture or partnership, who shall sign all necessary documents for the joint venture or partnership and, should the joint venture or partnership be the successful Vendor, who shall act in all matters relative to the Contract resulting therefrom for the joint venture or partnership. If Vendor is an individual, his/her signature shall be placed on such documents.
J. Withdrawal of Bids: Any proposal may be withdrawn, either personally, or by written request, at any time prior to the scheduled closing time for receipt of bids. No proposal shall be withdrawn for a period of 60 days subsequent to the opening of proposal.
K. Contractor's License: If, at the time of the bid opening date and time, Vendor is not properly licensed to perform the project in accordance with Division 3, Chapter 9, of the Business and Professions Code of the State of California, such bid will be rejected as non-responsive. Pursuant to Business and Professions Code Section 7028.15, no payment shall be made for work or materials under the contract unless and until the Registrar of Contractors verifies to CAPK that the Vendor was properly licensed at the time the bid was submitted. Any Vendor not so licensed is subject to penalties under the law and the contract will be considered void.
IV. VENDOR'S OBLIGATIONS
A. Laws and Regulations: Vendor shall obey all State and Federal regulations and guidelines now or hereafter enacted.
B. Independent Contractor: Vendor understands and agrees that it is an "independent contractor" with respect to the services to be performed under the Contract. CAPK shall be exempt from payment of all unemployment compensation, FICA, retirement, life and/or medical insurance and worker’s compensation insurance.
C. Insurance: Vendor shall procure, furnish and maintain for the duration of the Contract the following types and limits of insurance herein:
1. Automobile Liability Insurance, providing coverage on an occurrence basis for bodily injury, including death, of one or more persons, property damage and personal injury, with limits of not less than One Million Dollars ($1,000,000) per occurrence; and the policy shall:
a. Provide coverage for owned, non-owned and hired autos.
b. Contain an additional insured endorsement in favor of CAPK, its board, officers, agents employees and volunteers.
2. Broad Form Commercial General Liability Insurance, ISO form CG00 01 11 85 or 88 providing coverage on an occurrence basis for bodily injury, including death, of one or more persons, property damage and personal injury, with limits of not less than One Million Dollars ($1,000,000) per occurrence; and the policy shall:
a. Provide Contractual Liability coverage for the terms of the Contract.
b. Contain an additional insured endorsement in favor in favor of CAPK, its board, officers, agents, employees and volunteers.
3. Workers' compensation insurance with statutory limits and employer's liability insurance with limits of not less than One Million Dollars ($1,000,000) per occurrence; and the policy shall contain a waiver of subrogation endorsement in favor of CAPK, its board, officers, agents, employees and volunteers.
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All policies required of the Vendor shall be primary insurance as to CAPK, its board, officers, agents employees and volunteers and any insurance or self-insurance maintained by CAPK, its board, officers, agents employees and designated volunteers shall be in excess of the Vendor’s insurance and shall not contribute with it. Additional insured endorsement shall use ISO form CG20 10 11 85 (in no event with an edition date later than 1990).
Insurance is to be placed with insurers with a Bests' rating of no less than A:VII. Any deductibles, self-insured retentions or insurance in lesser amounts, or lack of certain types of insurance otherwise required by this Contract, or insurance rated below Bests' A:VII, must be declared prior to execution of this Contract and approved by the City of Bakersfield in writing.
All policies shall contain an endorsement providing CAPK with thirty (30) days written notice of cancellation or material change in policy language or terms. All policies shall provide that there shall be continuing liability thereon, notwithstanding any recovery on any policy.
The insurance required hereunder shall be maintained until all work required to be performed by the Contract is satisfactorily completed.
Vendor shall furnish CAPK with a certificate of insurance and required endorsements evidencing the insurance required. CAPK may withdraw its offer of contract or cancel this contract if certificates of insurance and endorsements required have not been provided prior to the execution of the Contract.
D. Indemnity: Vendor shall indemnify, defend, and hold harmless CAPK, its officers, agents and employees against any and all liability, claims, actions, causes of action or demands whatsoever against them, or any of them, before administrative or judicial tribunals of any kind whatsoever, arising out of, connected with, or caused by Vendor, Vendor’s employees, agents or independent contractors or companies in the performance of, or in any way arising from, the terms and provisions of this Contract whether or not caused in part by a party indemnified hereunder, except as limited by California Civil Code Section 2782.
E. Administrative Requirements:
1. Financial Management: Vendor agrees to comply with 200 CFR Part 327 and agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal controls, and maintain necessary source documentation for all costs incurred.
2. Audits and Inspections: All Vendor records with respect to any matters covered by this Contract shall be made available to CAPK, its designee or the Federal government, at any time during normal business hours, as often as CAPK deems necessary, to audit, examine, and make excerpts or transcripts of all relevant data. Any deficiencies noted in audit reports must be fully cleared by the Vendor within 30 days after receipt by it. Failure of Vendor to comply with the above audit requirements will constitute a violation of the Contract.
F. Personnel and Participant Conditions:
1. Federal Labor Standards Provisions: Vendor shall comply with the requirements of the Secretary of Labor in accordance with the Davis-Bacon Act as amended, the provision of Contract Work Hours and Safety Standards Act, the Copeland "Anti-Kickback" Act (18 USC §874 and 40 USC §276c; 29 CFR 3), California Prevailing Wage and all other applicable Federal, state and local laws and regulations pertaining to labor standards insofar as those acts apply to the performance of this contract. Vendor shall maintain documentation which demonstrates compliance with hour and wage requirements of this part. Such documentation shall be made available to CAPK for review upon request.
2. Davis-Bacon/Prevailing Wage: The Davis-Bacon Act, as detailed in the Code of Federal Regulations (CFR) 29. Part 5 of the CFR 29, applies to any construction, renovation or repair work that exceeds $2,000.00. The Department of Industrial Relations (DIR) determines the General Prevailing Wage Rates (GPWR), including fringe benefits, for each craft, classification, or type of worker considered to be necessary to complete the contract work. This applies to any construction, renovation or repair work that exceeds $2,000.00. The Secretary of Labor (SOL) determines the Davis- Bacon Wage Rates for Federal-Aid projects and in most cases the wage rates set forth by the DIR and SOL will be the same for most given labor classifications. If there is a difference, the bidder shall pay not less
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than the higher wage rate. Concerning Classification of Labor and Davis-Bacon Wage Rate Determinations: Bidder must obtain Davis-Bacon Wage rate determinations from the following sites: http://origin.www.gpo.gov/davisbacon/ (Federal); http://www.dir.ca.gov/ dlsr/statistics_research. html (State). Vendor must use the classification that most accurately describes the work to be performed. Vendor must reclassify workers to conform to changes in duties, if any. Vendor must maintain an accurate payroll record of the time spent in each classification and submit certified payroll weekly.
Vendor shall make no awards of contracts under the Contract to any Vendor ineligible under any applicable regulations of the Department of Labor.
3. Non-discrimination Requirements: Under any related agreements or contracts, Vendor shall provide that no person, on the grounds of race, color, national origin, religion, or sex, shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity funded in whole or in part with Grant funds.
4. Rehabilitation Act of 1973 and Americans with Disabilities Act: The Contract is subject to the provisions of Section 503 and 504 of the Rehabilitation Act of 1973 (PL 930112), 29 USC 706, and attendant regulations at 24 CFR, Part 8, which provide that no otherwise qualified, disabled individual shall, solely by reason of his disability, be excluded from participation in, be denied the benefits of or be subjected to discrimination under any program or activity receiving federal financial assistance. This Contract is also subject to the Americans with Disabilities Act of 1990 (Public Law 101-336), as amended, 42 USC 12101, et. seq.
5. Non-discrimination Because of Age: The Contract is subject to the Age Discrimination Act of 1975, as amended, (Title III of Public Law 94-135) and attendant Code of Federal Regulations at 48 CFR, Part 22, Subpart 22.9. That Act sets forth that, except as otherwise provided, no person in the United States shall, on the basis of age, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving federal financial assistance.
6. Equal Employment Opportunity (Non-discrimination Clause): Vendor shall not discriminate against any employee, or applicant for employment, because of race, color, religion, sex, national origin, age, disability, or sexual orientation. Vendor shall take affirmative action to insure that applicants for employment and employees are treated during employment, without regard to race, color, religion, sex, national origin, age, disability, or sexual orientation. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Vendor shall post in conspicuous places, available to employees and applicants for employment, notices setting forth the provisions of this nondiscrimination clause. Vendor shall state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or sexual orientation.
7. Women- and Minority-Owned Business Enterprises: Vendor agrees to abide by the requirements of Executive Orders 11625, 12432 and 12138, the HUD regulations issued pursuant thereto at 41 CFR Part 24, 41 CFR Subpart 1-1.13, and any applicable rules and orders of HUD. The foregoing require the maximum practicable opportunity to participate, in contracts funded in whole or in part with federal funds, be provided to women- and minority-owned business enterprises, as subcontractors and suppliers to contractors performing work, or rendering services as prime contractors or subcontractors, under federally-funded procurement contracts.
8. Affirmative Action for the Vietnam-Era Veterans: Vendor shall comply with 48 CFR, Chapter 1, Subpart 22.13 and shall take affirmative action to employ, advance in employment, and otherwise treat qualified disabled veterans and veterans of the Vietnam Era without discrimination based on disability or veteran's status in all employment practices such as employment, upgrading, demotion, transfer, recruitment, advertising, layoff, or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.
9. Small Business Concerns: The Contract is subject to the requirements of the Small
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Business Act (the "Act"), 15 U.S.C., § 637, as amended, applicable HUD regulations at 48 CFR, Part 19, and any applicable rules and orders of HUD requiring aid, counseling, assistance, and protection, insofar as possible, with, for, or of the interests of small-business concerns in order to preserve free competitive enterprise; and placement with small businesses of a fair proportion of the total federally-funded purchases and contracts for property and services.
Vendor shall implement the specific small-business policies herein below to further the goals of the Small Business Act:
a. Equitable Opportunity: Vendor shall give small businesses an equitable opportunity to compete for prime contracts and subcontracts. Vendor shall include the applicable "Utilization of Small Business Concerns and Small Disadvantaged Business Concerns" clause in all contracts in connection with the Contract in amounts which may exceed $10,000 except;
1. Contracts which are to be performed entirely outside the United States; and
2. Contracts for personal services.
b. Vendor mailing lists shall include established and potential qualified small-business concerns;
c. Vendor shall send invitations for bids, or request for proposals, to all Vendors on the appropriate mailing list which shall include an appropriate number of small businesses;
d. Vendor shall publicize proposed procurement and contract awards in accordance with these policies;
e. Vendor shall divide procurement of property and services into reasonably small lots (not less than economic production runs) to permit bidding on quantities less than the total requirements;
f. Vendor shall allow the maximum amount of time practical for preparation and submission of bid and proposals;
g. Vendor shall establish realistic delivery schedules to encourage small business participation;
h. Vendor shall furnish applicable specifications, plans, and drawings with invitations for bids and request for proposals or information as to locations where they may be obtained, or examined;
i. Vendor shall treat equal low bids in accordance with 48 CFR Subpart 14.408-1;
j. Vendor shall encourage subcontracting to enroll small businesses;
k. Contractor shall place small purchases (amounts under $25,000) with small businesses whenever appropriate;
l. Vendor shall refer small businesses seeking Federal contracts, but lacking qualifications as contractors, to the City of Bakersfield and the Small Business Administration for assistance as may be appropriate;
m. Vendor shall refer offers from small business concerns otherwise qualified, to perform specific Federal contracts but ineligible under Walsh-Healey Public Contract Acts, to City and Small Business Administration for possible certification of eligibility to receive and perform the contract;
n. To the extent practicable, Vendor shall place work to be performed, which exceeds the maximum amount of any contract for which a surety may be guaranteed against loss, so that more than one small-business concern may perform the work; and
o. The Small Business Administration may certify a small business, otherwise qualified to receive and perform specific federal contracts but determined to be non-responsible, to be competent under the provisions of the Small Business Act.
9. Use of Grant Funds for Religious Purpose: Vendor shall permit no Grant funds to be expended for the design, construction, operation, or maintenance of any facility to be used
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for sectarian instruction or as a place for religious worship, except in situations where such use is incidental and does not favor one religious group over another.
10. Prohibited Interest of Officials and Employees: No member of or delegate to the Congress of the United States, and no resident commissioner, shall be admitted to any share or part of the Contract or to any benefit to arise from it. No member, officer or employee of Vendor, or its designees or agents or any other public official who exercises any functions or responsibilities with respect to the Grant program during his tenure, or for one year thereafter, shall have any interest, direct or indirect, in any contract or subcontract, or the proceeds thereof, for work to be performed pursuant to the Contract.
11. Political Activity: Vendor shall expend no Grant funds to finance any political activity in contravention of the Hatch Act (Chapter 15 of Title 5 of the United States Code).
12. Lobbying: Vendor certifies, to the best of its knowledge and belief, no Federally-appropriated funds have been paid or will be paid, by or on behalf of Vendor, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress, in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative Contract, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
Vendor shall complete and submit, in accordance with its instruction, Certification Regarding Lobbying (Addendum "A").
V. OTHER CONDITIONS
A. Environmental Considerations: CAPK and Vendor want to assure that the policies of the National Environmental Policy Act of 1969 (NEPA), as amended, and the California Environmental Quality Act of 1970 (CEQA), as amended, are most effectively implemented and the CEQA review procedures (Title 14, Section 15000 et. seq. of the California Administrative Code) in connection with this Project.
B. Clean Air and Water Acts: This Contract is subject to the requirements of the Clean Air Act, as amended, 42 USC 7401 et seq., the Federal Water Pollution Control Act, as amended, 33 USC 1251 et seq., Executive Order 11738, dated September 10, 1973, and the regulations of the Environmental Protection agency at 40 CFR Part 15, as amended. Vendor shall cause or require to be inserted in full in all contracts and subcontracts with respect to any nonexempt (exceed $100,000, or involve a facility the subject of a conviction under the Clean Air Act, or the Federal Waste Pollution Control Act, and listed by the Environmental Protection Agency, or not otherwise exempt) transaction, the clause set out in 48 CFR 52.223-2.
VI. SUBCONTRACTS
Vendor shall cause all of the provisions of the Contract in its entirety to be included in and made a part of any subcontract executed in the performance of the Contract.
Vendor shall undertake to insure that all subcontracts let in the performance of the Contract shall be awarded on a fair and open competition basis. Executed copies of all subcontracts shall be forwarded to CAPK along with documentation concerning the selection process.
REMAINDER OF PAGE LEFT BLANK INTENTIONALLY
Community Action Partnership of Kern Page 13 of 31 HVAC Preventive Maintenance
VENDOR PROFILE SHEET General Information:
1. Vendor Name: Phone No.
2. Your Company is: Solely Owned_______ Partnership_______ Corporation ______ Subsidiary___________ Affiliate__________ Division of ________
Tax I.D. Number:
3. Contractor License Number: Class:
List any other Licenses held and License Number(s):
4. Name of License Holder:
5. Relationship to Company:
6. Name of Person(s) authorized to make financial and business decisions and sign legal documents:
Name: Title/Position:
7. How many years of experience does your company have?
8. Total number of employees:
9. Number of technicians you currently employ?
10. Will you be able to respond to hazardous corrections or complaints within 48 hours and all other corrections within five working days after oral or written notification from CAPK?
Community Action Partnership of Kern Page 14 of 31 HVAC Preventive Maintenance
BID FORM
# SITE ADDRESS CITY MAKE MODEL FILTER SZ UNIT $/ QTR SITE $/QTR UNIT $/YR SITE $/YR
1 Alberta Dillard
5704 Pioneer Dr
Bakersfield YORK D3NZ060N9006
NXA (2)
20X25X1
YORK D3NZ060N9006
NXA (2)
20X25X1
2 Alicante 7998
Alicante Ave Lamont MARVAIR
AVP60GA10NB-1060CT
(1) 20X36X1
3 Buttonwillo
w
400 McKittrick
Hwy Buttonwillow EUBANK
H460B00A1FOS-NB
(1) 20X30X1
4 Cal City 9124 Catalpa
Ave California
City EUBANK ULTRA
QUIET H460B00A1FDS-
NB (1)
20X30X1
5 Casa Loma 525 E Casa
Loma Dr Bakersfield EUBANK
H460B00A1FDS-NB
(1) 20X30X1
6 Cleo Foran 1410 11th St Bakersfield EUBANK V436B00A1FDS-
NB (1)
16X24X1
EUBANK V436B00A1FDS-
NB (1)
16X24X1
EUBANK V436B00A1FDS-
NB (1)
16X24X1
7 Delano 1835 Cecil
Ave Delano
THE WALL MOUNT
WH421-A10 (1)
20X30X1
THE WALL MOUNT
WH602-A10 (1)
20X30X1
THE WALL MOUNT
WH602-A10 (1)
20X30X1
THE WALL MOUNT
WH602-A10XX4XXX
(1) 20X30X1
THE WALL MOUNT
WH602-A10 (1)
20X30X1
8 Fairview 525 E
Fairview Rd Bakersfield Day & Night
PHD324000K000C1
(2) 10X20X1
Day & Night PHF336000K000
A1 (1)
20X15X1
9 Franklin 2400 Truxtun
Ave Bakersfield BARD W60H1-A05VP4
(1) 20X30X1
10 Heritage 2320 Mt
Vernon Ave Bakersfield
RHEEM CRITERLON II
SUMMIT
CAH50-VD REPH-10NBRJR
(1) 20X25X1
11 Lamont 800 Delores
St Lamont
EUBANK ULTRA QUIET
460B00A1FDS-ND
(1) 20X30X1
12 Lost Hills 21109 Paso Robles Hwy
Lost Hills THE WALL MOUNT
W60H1-A05VP4XXX
(1) 20X30X1
13 Martha J Morgan
3811 River Blvd
Bakersfield YORK B3HP048A06A (1)
24X24X2
YORK B3HP048A06A (1)
24X24X2
YORK B3HP048A06A (1)
24X24X2
YORK B3HP048A06A (1)
24X24X2
14 McFarland 410 E Perkins McFarland EUBANK H460B00A1FDS-
NB (1)
20X30X1
15 Mojave 1940 Inyo St Mojave Day & Night PHD324000K00
0C1 (2)
10X20X1
Day & Night PHD324000K00
0C1 (2)
10X20X1
16 Noble 1015 Noble
Ave Bakersfield Day & Night
PHD324000K000C1
(2) 10X20X1
17 Oasis 814 N Norma
St Ridgecrest
York Split System
W1F3804905
York Split
System W1C3586234
York Split
System W1F3804909
York Split
System W1C3586231
York Split
System W1C3586224
York Split
System W1F3804865
Community Action Partnership of Kern Page 15 of 31 HVAC Preventive Maintenance
York Dual Packs N1E3713442
York Dual Packs N1G3905403
Mitsubushi Mini
Split 300411T
18 Oildale 127 E Minner
St Bakersfield EUBANK
H460B00A1FS-NB
19 Pete Parra 1825 Feliz Dr Bakersfield CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
CARRIER
COMFORT SERIES 24ACA360A500
(1) 24X24X1
20 Pioneer 4404 Pioneer
Dr Bakersfield EUBANK
H460B00A1FDS-NB
(1) 20X30X1
21 Planz 2400 Planz
Rd Bakersfield EUBANK
H460B00A1FDS-NB
(1) 20X30X1
22 Primeros
Pasos 1111 Bush St Arvin MARVAIR
AVP42HPA10NDV-1000
(1) 30X36X1
MARVAIR AVP42HPA10ND
V-1000 (1)
30X36X1
MARVAIR AVP42HPA10ND
V-1000 (1)
30X36X1
MARVAIR AVP42HPA10ND
V-1000 (1)
30X36X1
MARVAIR AVP42HPA10ND
V-1000 (1)
30X36X1
23 Rafer
Johnson 1100 10th St Bakersfield EUBANK
H460B00A1FDS-NB
(1) 20X30X1
24 Roosevelt 2324 Verde
St Bakersfield EUBANK
H460B00A1FDS-NB
(1) 20X30X1
BRYANT 601ANX024000
AAA1 (1)
20X25X1
25 San Diego 10300 ½ San
Diego St Lamont BRYANT
581BPV048090NL
(2) 16X25X2
BRYANT 581BPV048090
NL (2)
16X25X2
BRYANT 581BPV048090
NL (2)
16X25X2
BRYANT 581BPV036090
NK (2)
16X25X2
26 Seibert 2800 Agate
St Bakersfield Day & Night
PHD324000K000C1
(2) 10X20X1
Day & Night PHD324000K00
0C1 (2)
10X20X1
27 Shafter EHS 459 E Euclid
Ave Shafter BARD
WH60H1-A05VP4XXX
(1) 20X30X1
BARD WH60H1-
A05VP4XXX (1)
20X30X1
28 Shafter HS 452 W Los
Angeles Shafter YORK
D1NH060N09006C
(1) 20X30X1
29 Stella Hills 3800 Jewett Bakersfield EUBANK HIGH
EFFICIENCY H460B00A1FDS-
NB (1)
20X30X1
30 Sterling 3000 Sterling
Rd Bakersfield
INTERCITY PRODUCTS CORP
PGB090H2HA/RGMA75H201A
(4) 20X25X2
YORK DINH048N0650
6C (1)
20X30X1
MARVAIR AVPG0HPA19NB
-1000CI (1)
20X36X1
Community Action Partnership of Kern Page 16 of 31 HVAC Preventive Maintenance
MARVAIR AVPG0HPA19NB
-1000CI (1)
20X36X1
MARVAIR AVPG0HPA19NB
-1000CI (1)
20X36X1
TEMPSTAR PGAA24B1K5 (1)
20X20X1
FRIDGIDAIRE WINDOW MOUNT
(1) 9X20 WASHABL
E
Day & Night 395CAV048091 (2)
23X13X1
Day & Night 395CAV048091 (2)
23X13X1
31 Sterling 3000 Sterling
Rd Bakersfield Day & Night 395CAV048091
(2) 23X13X1
32 Stine 315 Stine Rd Bakersfield FEDDERS (SUN
HIGH EFFICIENCY) H48B05A1PP8-
NE (1)
20X30X1
FEDDERS (SUN
HIGH EFFICIENCY) H48B05A1PP8-
NE (1)
20X30X1
FEDDERS (SUN
HIGH EFFICIENCY) H48B05A1PP8-
NE (1)
20X30X1
BARD W48H1-
A04VP4XXX (2)
14X25X1
BARD W48H1-
A04VP4XXX (1)
20X25X1
BARD W48H1-
A04VP4XXX (1)
20X25X1
YORK DARA-
F036N060C (1)
14X25X1
YORK D1NH048N0650
6C (3)
20X20X1
33 Sunrise
Villa 1600 Poplar
Ave Wasco YORK H2RE048506A
(2) 14X14X1
34 Taft 618 6th St Taft BARD WH602-A50UP (1)
20X30X1
BARD WH602-A50UP (1)
20X30X1
35 Tehachapi 1120 S Curry Tehachapi Day & Night PHD324000K00
0C1 (2)
10X20X1
Day & Night PHD336000K00
0C1 (2)
10X20X1
36 Vineland 14327 S
Vineland Rd Bakersfield
EUBANK ULTRA QUIET
H460B00A1FDS-NB
(1) 20X30X1
37 Virginia 3301 Virginia
Ave Bakersfield Day & Night
PHD324000K000C1
(1) 20X20X1
Day & Night PHN324000K00
A1 (1)
20X20X1
38 Voorhies 6001 Pioneer
Dr Bakersfield EUBANK
H460B00A1FD5-NB
(1) 20X30X1
39 Wasco 523
Broadway Wasco EUBANK
H460B00A1FDS-NB
(1) 20X30X1
40 Williams 1201
Williams St Bakersfield
THE WALL MOUNT
WH602-A05VP4XXX
(1) 20X30X1
41 Willow 401 Willow
Dr Bakersfield ARI STANDARD
PGH072GDA00AAA
(4) 16X16X2
CARRIER UNREADABLE (4)
20X25X1
CARRIER UNREADABLE (4)
20X25X1
CARRIER
WEATHER MASTER
48HJL005-551 (4)
16X16X2
42 BPN 5005
Business Park North
Bakersfield CARRIER 50HJQ006-521 (1)
31X15X1
CARRIER 50HJQ006-521 (1)
31X15X1
CARRIER 50HJQ008-521 (1)
38X25X1
CARRIER 50HJQ008-521 (1)
38X25X1
CARRIER 50HJQ007-521 (1)
31X15X1
Community Action Partnership of Kern Page 17 of 31 HVAC Preventive Maintenance
CARRIER 50HJQ014-
521QA (3)
24X19X1
CARRIER 50HJQ012-531 (1)
39X25X1
CARRIER 50HJQ012-531 (1)
39X25X1
CARRIER 50HJQ012-531 (1)
39X25X1
CARRIER 25HBS360A310 ?
43 Operations 1825 Feliz Dr Bakersfield CARRIER CNPHP4221ACA
ABAA (1)
24X24X1
CARRIER CNPHP6024ACA
ABAA (1)
24X24X1
CARRIER CNPHP4221ACA
ABAA (1)
24X24X1
CARRIER CNPHP3617ACA
ABAA (1)
24X24X1
44 Admin Office
300 19th St Bakersfield CARRIER 48SNA2404030 (1)
24X24X1
45 Admin Office
300 19th St Bakersfield TEMPSTAR PGAA3GCIKA / PGMD365060B
(1) 16X25X1
TEMPSTAR PGB060D1HA/PGMF60H090A
(2) 20X25X1
TEMPSTAR PGB060D1HA/PGMF60H090A
(2) 20X30X1
TEMPSTAR PGB060D1HC/PGMF60H090B
(2) 20X30X2
CARRIER 48ES-A3606050 (1)
20X25X1
CARRIER 48ESNA6009050 (3)
12X24X1
ARCOAICE Model PGF024K060A/6
PFM24K060A (1)
24X24X1
CARRIER 48ESNA6009050 (3)
12X24X1
CARRIER PGAC36D1HC (1)
16X25X1
CARRIER 48ESNA6009030
TEMPSTAR PGAA42C1KA/PGMD426060B
(1) 20X25X1
CARRIER 48ESNA2404030 (2)
10X20X1
YORK DINA048N06525
C (1)
20X22X1
46 Friendship
House
2424 Cottonwood
Rd Bakersfield YORK
YC120C00A2AAA2A
COND.UNIT
YORK YC120C00A2AA
A2A COND. UNIT
YORK YC120C00A2AA
A2A COND. UNIT
YORK YC120C00A2AA
A2A COND. UNIT
YORK YCJF24S41S1A COND. UNIT
YORK TGLS040A08MP
11A (1)
14X25X1
YORK TGLS080C22MP
11A (1)
20X25X1
YORK TGLS080C22MP
11A (1)
20X25X1
YORK TGLS080C22MP
11A (1)
20X25X1
YORK TGLS080C22MP
11A (1)
20X25X1
YORK TGLS080C22MP
11A (1)
20X25X1
YORK TGLS080C22MP
11A (1)
20X25X1
YORK TGLS080C22MP
11A (1)
20X25X1
Community Action Partnership of Kern Page 18 of 31 HVAC Preventive Maintenance
YORK TGLS080C22MP
11A (1)
20X25X1
47 SYC 455 E Euclid Shafter TRANE YCH211C3LOCA (8)
20X25X2
TRANE (8)
20X25X2
TRANE (4)
16X25X2
TRANE (2)
20X30X1
TRANE (2)
20X25X1
48 Faith 1900 Faith
Ave Bakersfield GOODMAN
GPG1360090M43AD
(2) 20X25X1
GOODMAN GPG1360090M4
3AD (2)
12X24X1
GOODMAN GPG1324045M4
1BA (2)
12X24X1
GOODMAN GPG1360090M4
3AD (2)
12X24X1
49 Pacific 1000 Pacific
St Bakersfield YORK
DINA042N05606C
(1) 20X20X1
RHEEM RRNA-
C060JK10X (2)
20X20X1
RHEEM RRNA-
B036JK06X (2)
20X20X1
50 Fairfax 1500 S
Fairfax Rd Bakersfield Need to verify NA
(1) 14x30
Need to verify NA (1)
20x30
Need to verify NA (1)
20x36
TOTAL
Hourly labor rate for work outside of monthly fees: $_______________ Hourly Davis Bacon (over $2,000.00) labor rate for work outside of monthly fees: $________________
Community Action Partnership of Kern Page 19 of 31 HVAC Preventive Maintenance
HVAC Preventative Maintenance Checklist
Customer Name: Community Action Partnership of Kern Date of Service: _________
Customer Address: _____________________________________________________________
Technician Name: ___________________________________ Work Order # ___________
Unit Make: ________________ Model # ______________ Serial # ________________
Coils Filter _____ Inspect & clean surfaces _____ Replace filter _____ Clean fin surfaces _____ Clean filter _____ Comb bent fins _____ Check for leaks Dampers _____ Check for corrosion _____ Lubricate bearings _____ Check for proper operation Compressor _____ Adjust/Calibrate _____ Check refrigerant charge _____ Clean surfaces _____ Check crank case heater _____ Tighten connections _____ Check for oil refrigerant leaks _____ Check oil level Return & Supply Fans _____ Changed oil _____ Lubricate bearings _____ Check for vibration _____ Check for bearing wear _____ Observe operating temperature _____ Clean dirt accumulation _____ Top-off/recharge fluids _____ Check drive couplings & tighten _____ Check belts Zone Control Actuators _____ Check alignment of shaft _____ Inspect for proper operation _____ Check fan blade for tightness _____ Clean surfaces & adjust Fan Burner _____ Check for alignment _____ Perform draft test _____ Check alignment of shaft _____ Perform combustion test _____ Lubricate bearings _____ Inspect & clean nozzles _____ Check bearing temperature _____ Inspect & clean blower _____ Check all belts/couplings _____ Lubricate blower motor _____ Align couplings _____ Test safety controls _____ Tighten mounting bolts _____ Inspect starter coils Heating _____ Inspect and clean contacts _____ Inspect & clean _____ Tighten all electrical connections _____ Check for corrosion _____ Check operating current & voltage _____ Check for leaks _____ Check for vibration _____ Check motor insulation resistance Motor _____ Check motor mounts & tighten _____ Inspect motor mounts & tighten _____ Inspect coils Electrical Disconnect _____ Inspect contacts _____ Inspect and clean contacts _____ Inspect starter _____ Check for proper operation _____ Tighten electrical connections _____ Lubricate motor bearings _____ Check for vibration
Signature & Job Title: ____________________________________ Filter size: __________
Community Action Partnership of Kern Page 20 of 31 HVAC Preventive Maintenance
ADDENDUM “A”
CERTIFICATION REGARDING LOBBYING
Certification for Contracts, Grants, Loans, and Cooperative Agreements
The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, ``Disclosure Form to Report Lobbying,'' in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all sub-recipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
Statement for Loan Guarantees and Loan Insurance
The undersigned states, to the best of his or her knowledge and belief, that:
If any funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this commitment providing for the United States to insure or guarantee a loan, the undersigned shall complete and submit Standard Form-LLL, ``Disclosure Form to Report Lobbying,'' in accordance with its instructions. Submission of this statement is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required statement shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. Signature of Vendor Date
Community Action Partnership of Kern Page 21 of 31 HVAC Preventive Maintenance
ADDENDUM “B”
TITLE 49, CODE OF FEDERAL REGULATIONS, PART 29 DEBARMENT AND SUSPENSION CERTIFICATION
VENDOR, under penalty of perjury, certified that, except as noted below, he/she or any person associated therewith in the capacity of owner, partner, director, officer, manager:
Is not currently under suspension, debarment, voluntary exclusion, or determination of ineligibility by any federal agency;
Has not been suspended, debarred, voluntarily excluded or determined ineligible by any federal agency within the past three (3) years;
Does not have a proposed debarment pending; and
Has not been indicted, convicted, or had a civil judgment rendered against it by a court of competent jurisdiction in any matter involving fraud or official misconduct within the past three (3) years.
If there are any exceptions to the Certifications, insert the exceptions in the following space: Exceptions will not necessarily result in denial of award, but will be considered in determining Vendor responsibility. For any exception noted above, indicate below to whom it applies, initiating agency, and dates of action.
Note: Providing false information may result in criminal prosecution or administrative sanctions. Signature of Vendor Date
Community Action Partnership of Kern Page 22 of 31 HVAC Preventive Maintenance
ADDENDUM “C” NONCOLLUSION AFFIDAVIT
(Public Contract Code Section 7106)
In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106, , deposes and says that he or she is of Name of Vendor Title Company Name
, party making the foregoing bid, that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit or cost element of the bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.
Under penalty of perjury, the Vendor declares that neither the Vendor nor any subcontractor to be engaged by the Vendor for this project has been convicted of any offense referred to in the California Public Contract Code.
X
Signature of Vendor Date
X
Address
Community Action Partnership of Kern Page 23 of 31 HVAC Preventive Maintenance
ADDENDUM “D”
EQUAL OPPORTUNITY
(48CFR 52.22-26) (April 1984)
A. If, during any 12-month period (including the 12 months preceding the award of this contract), the Vendor has been or is awarded nonexempt Federal contracts and/or subcontracts that have an aggregate value in excess of $10,000, the Vendor shall comply with subparagraphs (B)(1) through (11) below. Upon request, the Vendor shall provide information necessary to determine the applicability of this clause.
B. During performing this contract, the Vendor agrees as follows:
1. The Vendor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin.
2. The Vendor shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, or national origin. This shall include, but not be limited to (i) employment, (ii) upgrading, (iii) demolition, (iv) transfer, (v) recruitment or recruitment advertising, (vi) layoff compensation, and (viii) selection for training, including apprenticeship.
3. The Vendor shall post in conspicuous places available to employees and applicants for employment the notices to be provided by the Contracting Officer that explain this clause.
4. The Vendor shall, in all solicitations or advertisement for employees placed by or on behalf of the Vendor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
5. The Vendor shall send, to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, the notice to be provided by the Contracting Officer advising the labor union or workers' representative of the Vendor's commitments under this clause, and post copies of the notice in conspicuous places available to employees and applicants for employment.
6. The Vendor shall comply with Executive Order 11246, as amended, and the rules, regulations, and orders of the Secretary of Labor.
7. The Vendor shall furnish to the contracting agency all information required by Executive Order 11246, as amended, and by the rules, regulations, and orders of the Secretary of Labor. Standard Form 100 (EEO-1), or any successor form, is the prescribed form to be filed within 30 days following the award, unless filed within 12 months preceding the date of award.
8. The Vendor shall permit access to its books, records, and accounts by the contracting agency of the Office of Federal Contract Compliance Programs (OFCCP) for the purposed of investigation to ascertain the Vendor's compliance with the applicable rules regulations, and orders.
9. If the OFCCP determines that the Vendor is not in compliance with this clause or any rule, regulation, or order of the Secretary of Labor, this contract may be cancelled, terminated, or suspended in whole or in part and the Vendor may be declared ineligible for further Government contracts, under the procedures authorized in Executive Order 11246, as amended. In addition, sanctions may be imposed and remedies invoked against the Vendor as provided in Executive Order 11246, as amended, the rules, regulations, and orders of the Secretary of Labor, or as otherwise provided by law.
10. The Vendor shall include the terms and conditions of subparagraph (b)(1) through (11) of this clause in every subcontract or purchase order that is not exempted by the rules, regulations, or orders of the Secretary of Labor issued under Executive order 11246, as amended, so that these items and conditions will be binding upon each subcontractor or vendor.
11. The Vendor shall take such action with respect to any subcontract or purchase order as the contracting agency may direct as a means of enforcing these terms and conditions, including sanctions for noncompliance; provided, that if the Vendor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of any direction, the Vendor may request the United States to enter into the litigation to protect the interests of the United States.
Signature of Vendor Date
Community Action Partnership of Kern Page 24 of 31 HVAC Preventive Maintenance
ADDENDUM “E”
UTILIZATION OF WOMEN AND MINORITY BUSINESS ENTERPRISES
A. It is the policy of the Government that women and minority owned business enterprises shall have the maximum practicable opportunity to participate in the performance of Government contracts.
B. The Vendor agrees to use his/her best efforts to carry out this policy in the award of subcontracts to the fullest extent consistent with the efficient performance of this contract. As used in this contract, the term "minority business enterprise" means a business, at least 50 percent of which is owned by minority group members or, in case of publicly owned businesses, at least 51 percent of the stock of which is owned by women or minority group members. For the purposes of this definition, minority group members are Negroes, Spanish-speaking American persons, American-Oriental, American Indians, American-Eskimos, and American Aleuts. Vendors may rely on written representations by subcontractors regarding their status as minority business enterprises in lieu of an independent investigation.
Signature of Vendor Date
Community Action Partnership of Kern Page 25 of 31 HVAC Preventive Maintenance
ADDENDUM “F”
EQUAL OPPORTUNITY FOR SPECIAL DISABLED VETERANS, VETERANS OF THE VIETNAM ERA, AND OTHER ELIGIBLE VETERANS (52.222-35)(DEC 2001)
(a) Definitions. As used in this clause--
"All employment openings" means all positions except executive and top management, those positions that will be filled from within the Vendor's organization, and positions lasting 3 days or less. This term includes full-time employment, temporary employment of more than 3 days duration, and part-time employment.
"Executive and top management" means any employee--
(1) Whose primary duty consists of the management of the enterprise in which the individual is employed or of a customarily recognized department or subdivision thereof;
(2) Who customarily and regularly directs the work of two or more other employees;
(3) Who has the authority to hire or fire other employees or whose suggestions and recommendations as to the hiring or firing and as to the advancement and promotion or any other change of status of other employees will be given particular weight;
(4) Who customarily and regularly exercises discretionary powers; and
(5) Who does not devote more than 20 percent or, in the case of an employee of a retail or service establishment, who does not devote more than 40 percent of total hours of work in the work week to activities that are not directly and closely related to the performance of the work described in paragraphs (1) through (4) of this definition. This paragraph (5) does not apply in the case of an employee who is in sole charge of an establishment or a physically separated branch establishment, or who owns at least a 20 percent interest in the enterprise in which the individual is employed.
"Other eligible veteran" means any other veteran who served on active duty during a war or in a campaign or expedition for which a campaign badge has been authorized.
"Positions that will be filled from within the Vendor's organization" means employment openings for which the Vendor will give no consideration to persons outside the Vendor's organization (including any affiliates, subsidiaries, and parent companies) and includes any openings the Vendor proposes to fill from regularly established "recall" lists. The exception does not apply to a particular opening once an employer decides to consider applicants outside of its organization.
"Qualified special disabled veteran" means a special disabled veteran who satisfies the requisite skill, experience, education, and other job-related requirements of the employment position such veteran holds or desires, and who, with or without reasonable accommodation, can perform the essential functions of such position.
"Special disabled veteran" means--
(1) A veteran who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Department of Veterans Affairs for a disability--
(i) Rated at 30 percent or more; or
(ii) Rated at 10 or 20 percent in the case of a veteran who has been determined under 38 U.S.C. 3106 to have a serious employment handicap (i.e., a significant impairment of the veteran's ability to prepare for, obtain, or retain employment consistent with the veteran's abilities, aptitudes, and interests); or
(2) A person who was discharged or released from active duty because of a service-connected disability.
"Veteran of the Vietnam era" means a person who--
(1) Served on active duty for a period of more than 180 days and was discharged or released from active duty with other than a dishonorable discharge, if any part of such active duty occurred--
(i) In the Republic of Vietnam between February 28, 1961, and May 7, 1975; or
(ii) Between August 5, 1964, and May 7, 1975, in all other cases; or
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(2) Was discharged or released from active duty for a service-connected disability if any part of the active duty was performed--
(i) In the Republic of Vietnam between February 28, 1961, and May 7, 1975; or
ii) Between August 5, 1964, and May 7, 1975, in all other cases.
(b) General. (1) The Vendor shall not discriminate against the individual because the individual is a special disabled veteran, a veteran of the Vietnam era, or other eligible veteran, regarding any position for which the employee or applicant for employment is qualified. The Vendor shall take affirmative action to employ, advance in employment, and otherwise treat qualified special disabled veterans, veterans of the Vietnam era, and other eligible veterans without discrimination based upon their disability or veterans' status in all employment practices such as--
(i) Recruitment, advertising, and job application procedures;
(ii) Hiring, upgrading, promotion, award of tenure, demotion, transfer, layoff, termination, right of return from layoff and rehiring;
(iii) Rate of pay or any other form of compensation and changes in compensation;
(iv) Job assignments, job classifications, organizational structures, position descriptions, lines of progression, and seniority lists;
(v) Leaves of absence, sick leave, or any other leave;
(vi) Fringe benefits available by virtue of employment, whether or not administered by the Vendor;
(vii) Selection and financial support for training, including apprenticeship, and on-the-job training under 38 U.S.C. 3687, professional meetings, conferences, and other related activities, and selection for leaves of absence to pursue training;
(viii) Activities sponsored by the Vendor including social or recreational programs; and
(ix) Any other term, condition, or privilege of employment.
(2) The Vendor shall comply with the rules, regulations, and relevant orders of the Secretary of Labor issued under the Vietnam Era Veterans' Readjustment Assistance Act of 1972 (the Act), as amended (38 U.S.C. 4211 and 4212).
(c) Listing openings. (1) The Vendor shall immediately list all employment openings that exist at the time of the execution of this contract and those which occur during the performance of this contract, including those not generated by this contract, and including those occurring at an establishment of the Vendor other than the one where the contract is being performed, but excluding those of independently operated corporate affiliates, at an appropriate local public employment service office of the State wherein the opening occurs. Listing employment openings with the U.S. Department of Labor's America's Job Bank shall satisfy the requirement to list jobs with the local employment service office.
(2) The Vendor shall make the listing of employment openings with the local employment service office at least concurrently with using any other recruitment source or effort and shall involve the normal obligations of placing a bona fide job order, including accepting referrals of veterans and nonveterans. This listing of employment openings does not require hiring any particular job applicant or hiring from any particular group of job applicants and is not intended to relieve the Vendor from any requirements of Executive orders or regulations concerning nondiscrimination in employment.
(3) Whenever the Vendor becomes contractually bound to the listing terms of this clause, it shall advise the State public employment agency in each State where it has establishments of the name and location of each hiring location in the State. As long as the Vendor is contractually bound to these terms and has so advised the State agency, it need not advise the State agency of subsequent contracts. The Vendor may advise the State agency when it is no longer bound by this contract clause.
(d) Applicability. This clause does not apply to the listing of employment openings that occur and are filled outside the 50 States, the District of Columbia, the Commonwealth of Puerto Rico, the Commonwealth of the Northern Mariana Islands, American Samoa, Guam, the Virgin Islands of the United States, and Wake Island.
(e) Postings. (1) The Vendor shall post employment notices in conspicuous places that are available to employees and applicants for employment.
(2) The employment notices shall--
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(i) State the rights of applicants and employees as well as the Vendor's obligation under the law to take affirmative action to employ and advance in employment qualified employees and applicants who are special disabled veterans, veterans of the Vietnam era, and other eligible veterans; and
(ii) Be in a form prescribed by the Deputy Assistant Secretary for Federal Contract Compliance Programs, Department of Labor (Deputy Assistant Secretary of Labor), and provided by or through the Contracting Officer.
(3) The Vendor shall ensure that applicants or employees who are special disabled veterans are informed of the contents of the notice (e.g., the Vendor may have the notice read to a visually disabled veteran, or may lower the posted notice so that it can be read by a person in a wheelchair).
(4) The Vendor shall notify each labor union or representative of workers with which it has a collective bargaining agreement, or other contract understanding, that the Vendor is bound by the terms of the Act and is committed to take affirmative action to employ, and advance in employment, qualified special disabled veterans, veterans of the Vietnam era, and other eligible veterans.
(f) Noncompliance. If the Vendor does not comply with the requirements of this clause, the Government may take appropriate actions under the rules, regulations, and relevant orders of the Secretary of Labor issued pursuant to the Act.
(g) Subcontracts. The Vendor shall insert the terms of this clause in all subcontracts or purchase orders of $25,000 or more unless exempted by rules, regulations, or orders of the Secretary of Labor. The Vendor shall act as specified by the Deputy Assistant Secretary of Labor to enforce the terms, including action for noncompliance. Signature of Vendor Date
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ADDENDUM “G”
VENDOR'S CERTIFICATE
REGARDING WORKER'S COMPENSATION
Labor Code Section 3700 provides:
"Every employer except the State and all political subdivisions or institutions thereof, shall secure the payment of compensation in one or more of the following ways:
"(a) By being insured against liability to pay compensation in one or to more than one of the
insurers duly authorized to write compensation insurance in this State.
"(b) By securing from the Director of Industrial Relations a certificate of consent to self-insure, which may be given upon furnishing proof satisfactory to the Director of Industrial Relations of ability to self-insure and to pay any compensation that may become due to his employees."
I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers Compensation or to undertake self-insurance in accordance with the provisions of that Code, and I will comply with those provisions before commencing the performance of the work of this contract. Dated: _________________ VENDOR
By:____________________________________
Title:___________________________________ (In accordance with Article 5 [commencing at Section 1860], Chapter 1, Part 7, Division 2 of the Labor Code, this certificate must be signed and filed with the awarding body prior to performing any work under this contract.)
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ADDENDUM “H”
PREVAILING WAGE REQUIREMENTS AND COMPLIANCE CERTIFICATION
The Department of Industrial Relations (DIR) determines the General Prevailing Wage Rates (GPWR), including fringe
benefits, for each craft, classification, or type of worker considered to be necessary to complete the contract work. The
Secretary of Labor (SOL) determines the Wage Rates for Federal-Aid projects and in most cases the wage rates set
forth by the DIR and SOL will be the same for most given labor classifications. If there is a difference, the Vendor shall
pay not less than the higher wage rate.
Concerning Classification of Labor and Wage Rate Determinations:
1. Vendor must use the classification that most accurately describes the work to be performed.
2. Vendor must reclassify workers to conform to changes in duties, if any.
3. Vendor must maintain an accurate payroll record of the time spent in each classification.
Occasionally, a wage rate may not be provided in the Secretary of Labor’s, or the Department of Industrial Relations’,
wage determination for a particular labor classification. When this occurs, the workers should be reclassified, if
possible, to a comparable classification.
I hereby certify that if awarded a contract with the Community Action Partnership of Kern (CAPK), I will conform to the
requirements as stipulated above and as set forth in the California Labor Code, Sections 1770, 1773.1 – 1773.9, and
all other California Labor Code Sections regarding General Prevailing Wage Rates and workers benefits.
I also hereby certify that if awarded a contract with the CAPK I will comply with the State of California Public Works
Contract Requirements and will allow the CAPK to perform on-site audits, with 48-hour notice, of all payroll records
and apprentice and trainee employment requirements records for the duration of the contract.
___________________________________ ________________________________ Vendor’s Name (type or print) Name of Vendor’s Company ___________________________________ _________________ Vendor's Signature Dated
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Community Action Partnership of Kern • Procurement Department •
5005 Business Park North, Bakersfield, CA 93309 • 661.336.5236 • FX: 661.322.2237
VENDOR INFORMATION SHEET
Date: Prepared By:
Official Business Name:
DBA:
Location Address: Street City State Zip
Remit Address: Street City State Zip
Contact Person: Title:
Phone #: Accts. Receivable Phone #:
Fax #: Customer Service Phone #:
CAPK Vendor #: E-mail Address:
Federal ID # or SS#: Type of Business:
Contractor Lic #: Business Lic #: City Issued:
General Liability Insurance Carrier & Policy #:
Auto Liability Insurance Carrier & Policy #:
Workers Compensation Insurance Carrier & Policy #:
FEDERAL TAX CLASSIFICATION: Individual/Sole Proprietor C Corporation S Corporation Partnership Trust/Estate
Limited Liability Co. C = C Corp S = S Corp P = Partnership Other: ____________
BUSINESS ENTITY/CLASSIFICATION:
Board Member Employee Faith Based Fed Gov’t For Profit Housing Collaborative Local Gov’t
Non-Profit Parent Post Secondary Ed Provider School District
SBA CLASSIFICATION: It is the policy of Community Action Partnership of Kern, consistent with Federal, State and local laws, to promote and encourage the development, participation, and continued expansion of Small Business Enterprises, Minority Business Enterprises, Women’s Business Enterprises and Veteran Business Enterprises.
Minority-Owned Small Business Veteran-Owned Woman-Owned
Years in Business: Accept Purchase Orders: Yes No
If your business has a Social Security number as Tax ID, we require the signature of the owner.
Authorized Signature: Print Name:
Title: Date: