Request for Proposal #2017-048

Union County Human Services Building Commissioning

Due Date: May 25, 2017

Time: 3:00 pm

Receipt Location: Government Building

500 N. Main Street, Suite #709

Administrative Services, Procurement Division

Monroe, NC 28112

Procurement Contact Person

Name: Erin DeBerardinis

Title: Procurement Specialist

E-mail: erin.deberardinis@unioncountync.gov

Telephone: (704) 283-3683

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Table of Contents

Section 1- Submittal Deadline & Addendum Information Page 2

Section 2-Purpose Page 3

Section 3-Scope of Work Page 3

Section 4- Detailed Submittal Requirements Page 8

Section 5- Evaluation Criteria Page 10

Section 6-General Conditions and Requirements Page 11

Attachment A- Price Form Page 15

Attachment B- References Page 19

Attachment C- Propsal Submission Form Page 21

Attachment D- Addenda Receipt and Anti-Collusion Page 23

Attachment E- Iran Divestment Act Page 25

Attachment F- Submittal Cover Sheet Page 27

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Section 1 –Submittal Deadline and Addendum Information

A. Proposal Submission Deadline

Submittals shall be sealed and labeled on the outside RFP# 2017-048 Union County Human Services Building

Commissioning. RFP’s are to be received by the Union County Department of Procurement Division by 3:00

PM, May 25, 2016. Any submittals received after this date and time shall be rejected without exception.

Mail or hand-deliver submission packets to: Union County Government Building

Administrative Services, Procurement Division

500 North Main Street, Suite #709

Monroe, NC 28112

Attention: Erin DeBerardinis

The proposal must be submitted in printed form and electronically on a non-returnable CD or flash drive. One (1)

original (mark “ORIGINAL”) plus five (5) hard copies of the proposal must be submitted. The original proposal

package must have original signatures and must be signed by a person who is authorized to bind the proposing

firm. All additional proposal sets may contain photocopies of the original package.

Electronic (email) or facsimile submissions will not be accepted.

There is no expressed or implied obligation for Union County to reimburse firms for any expenses incurred in

preparing proposals in response to this request.

Union County reserves the right to reject any or all proposals or to select the proposal, which in its opinion, is in

the best interest of the County.

B. Proposal Questions

Proposal questions will be due on May 11, 2016 by 5 pm EST. The primary purpose of this is to provide

participating firms with the opportunity to ask questions, in writing, related to the RFP.

Submit questions by e-mail to Erin DeBerardinis at erin.deberardinis@unioncountync.gov by the deadlines

shown above. The email should identify the RFP number and project title. All questions and answers may be

posted as addenda on www.co.union.nc.us and/or www.ips.state.nc.us.

Union County may modify the RFP prior to the date fixed for submission of proposals by the issuance of an

addendum.

Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by

anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged

by the Offeror on Addenda Receipt and Anti-Collusion form.

C. Plan Review

Plans may be reviewed during normal business hours at the Union County Government Center. To make

arrangements to review plans please contact Erin DeBerardinis by email at

erin.deberardinis@unioncountync.gov or by phone at 704-283-3683.

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Section 2 – Purpose

Union County Public Works Facilities Division is committed to commissioning The Union County Human

Services Building at the conclusion of the construction phase and warranty period to ensure that all included

systems are complete and functioning properly prior to the end of the warranty period. In addition, a

requirement is that the Union County Maintenance and Operations personnel have adequate system

documentation and training. Union County will utilize the Commissioning Authority for the Acceptance and

Warranty Phases and will approve the scope of work for each phase individually.

Section 3 - Scope of Work

General

Union County will contract with a commissioning agent, independent of the design and/or construction team that

is capable of reviewing design documents, preparing commissioning specifications and inspecting constructed

facilities. This will ensure proper Mechanical, Electrical, Plumbing, and miscellaneous building systems

commissioning of the facility described in this document. The selected firm will coordinate commissioning efforts

with the project architect and the MEP engineering consultants. Proposal will include a list of experience and

qualifications of those persons who would be working on the project. The “Principal-In-Charge” shall have at

least 10 years of design and construction experience of similar systems. Proposal must include a detailed

breakdown of the lump sum fee by task. Provide references from previous commissioning projects your firm has

performed.

Specific requirements of the commissioning process and responsibilities, duties, and obligations of the

Commissioning Authority (CxA) team are described in Section 2 Commissioning Tasks. To accomplish these

tasks, the CxA team shall be required to coordinate his or her activities with other entities. The commissioning

process does not take away from or reduce the responsibility of the project designers or installing contractor to

provide a finished and fully functioning product. It is noted that the services of the Construction Manager (CM),

design team, and the General Contractor (GC) and his various subcontractors, are NOT provided under this Scope

of Work and the CxA is not responsible for providing their services.

The primary role of the CxA team shall be to develop and coordinate the execution of commissioning activities

prior to occupation of the building.

The CxA shall not be responsible for design concept, design criteria, compliance with codes, design, or cost

estimating. The CxA may assist the design team with problem solving, or the correction of construction non-

conformance or deficiencies, but ultimate responsibility for meeting the project objectives and requirements

resides with the A/E team and General Contractor.

2.0 Systems to Commission

The following is a general description of the systems within the Human Services Building:

The building will house the Social Services Department, Public Health Department and Human Services

Administration. The new 144,000 square foot facility (Type II-B, Business Occupancy) will be located on a +/-

30 acre site at the intersection of Concord Avenue and Skyway Drive. Taking advantage of the site’s natural

topography, the 3 story social services wing sits on the lower portion of the site, while the 2 story public health

wing is situated at a higher elevation.

MEP Systems Types:

Mechanical System Description

The general HVAC system will consist of main zone VAV air handling units with fan arrays supplying

cooling air to variable air volume terminal devices.

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The perimeter and high use areas will have parallel fan powered VAV boxes with hot water reheat coils.

The interior areas will be served with single duct VAV boxes with reheat coils.

The air handling units contain preheat coils.

The air handlers will be provided with chilled water generated within the facility by water cooled

chillers.

The VAV boxes and AHUs will be provided with heating hot water (HHW) generated within the facility

by natural gas boilers.

Ventilation air will be supplied to the building through the air handling units which shall be ducted to

sidewall louvers.

Chilled water and heating water shall be distributed via a variable primary loop system using variable

frequency drive (VFD) pumps. Pumps shall be provided with N+1 redundancy.

Condenser water pumps shall also be provided with N+1 redundancy.

Two cooling towers and two chillers will be provided, each sized for 2/3 of the building load.

All components will be controlled via DDC modules and be tied into a central BMS system.

Building pressurization will be controlled by two rooftop fans.

Plumbing System Description

Hot Water is provided to restroom groups and lab areas by tank type, electric water heaters. Some

systems incorporate recirculation loops.

Fire Protection System Description

The building is served by a wet pipe sprinkler system.

Electrical system description

The lighting system incorporates occupancy sensors and dimming ballasts to maximize lighting

efficiency while maintaining user control.

Emergency and Standby power will be provided via a new outdoor diesel generator in a sound

attenuated enclosure. The generator will provide complete backup of code required emergency systems

as defined by Article 700 of the NEC, as well as optional standby systems as designed by Article 702 of

the NEC. The standby branch will power various receptacle and mechanical loads throughout the

building. Two (2) Automatic Transfer Switches (ATS) with bypass isolation switches located within the

building in the Emergency Systems Equipment Room will be provided to serve emergency and standby

loads.

Technology System Description

The server room has a UPS system installed to carry the power load during a loss of power for the

period of time that it takes the standby generator to initiate.

Any Unique/Unusual Spaces:

Triage Access – B105 & Exam room – B106: these areas are to be under negative pressure relative to

surrounding spaces. The space is served by a Fan Terminal Unit (FTU) box and exhaust fan w/

Electronically Commutated (EC) motor. The exhaust fan speed will be modulated by the BAS to

maintain negative pressure. Proper system operation will need to be verified during functional testing.

Emergency Power Sequence – The HVAC system is to remain operational while the emergency

generator is in operation. One chiller, cooling tower, boiler, associated pumps, AHU-2, and associated

FTU boxes will be on emergency power. Proper system operation will need to be verified during

functional testing.

Server Room – The server room cooling system is set up in a hot aisle/cold aisle configuration. The

three split systems are designed to operate simultaneously. Proper system operation will need to be

verified during functional testing.

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The CxA shall commission the building systems and other building components, equipment or systems as

indicated in this document and based on Construction Documents, plans and specifications, submitted by

Perkins & Will Architects, dated 10/16/2015, as well as any revisions, modifications or additions to these

documents.):

Mechanical (Divisions 21, 22 & 23)

Building automation systems, including linkages to remote monitoring and control sites (communication

with and operation of each component shown to be evaluated during commissioning)

Testing of building automation operator workstation graphics (verification of graphics for user friendly

monitoring and control modifications)

(3) Chilled water, (3) condenser water and (3) hot water pumps, piping, accessories and associated

equipment (speed control)

Boilers, control valves, combustion air systems, and boiler controls (2)

Chillers, chiller controls, control valves (2)

Cooling Tower (2 cells) (fans, nozzles, basin heaters, floats, etc.)

Preheat/Reheat water systems (control valves) (3 Air Handlers, 20% VAV, 20% Fan Boxes)

Computer Room Units (all)

Split Systems (all)

Building Pressurization Fans (all)

Sump Pumps and controllers (all)

Air Handling Units (3) (VAV operation)

Fan Terminal Units (20% sample) (fans and dampers)

VAV Boxes (20% sample) (dampers)

Exhaust fans, manifold systems (all)

Smoke Control & life safety devices ( see Electrical ) (all)

Verify air/water balance (2 chillers, 2 boilers, 3 Air Handlers, 20% Fan Boxes, 20% VAV Boxes)

Unit heaters and unit ventilators (all)

Domestic hot water tanks and water heaters, pumps, and associated equipment (all)

Chemical Treatment (CHW/HW/CW ) (all)

Water Conservation devices/fixtures (all)

Fire Protection Systems (Verify testing by authority having jurisdiction) (all)

Electrical (Division 26)

Emergency power function test, transfer switch and generator set.

Electrical system from the building entrance through the main switchboard, switchgear, and to the

distribution panels.

Motor Control Centers, Variable Speed Drives, Motor Starters, protective devices.

Building lighting and lighting control - Verify sequence of operations, and luminaires for proper

operation, lamping and lighting levels.

Fire Alarm system verification, verify interlocks with mechanical system

Electrical Metering

Architectural Systems – (Other than and Divs 21, 22, 23 or 26)

Automatic/HC door operator electro-mechanical system

Elevators (verify testing by authority having jurisdiction)

Loading Dock Equipment (verify testing by authority having jurisdiction)

2.2 Final Construction Phase (from selection of Cx Agent through warranty period)

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Coordinate the commissioning work and, with the construction manager (CM), ensure that

commissioning activities are being scheduled into the master schedule.

Prepare and distribute the final construction and acceptance phase Cx plan, UCPW Facilities will review

and approve plan.

Continually update Cx plan and coordination throughout final phase of construction, acceptance and

warranty phases with CM, UCPW Facilities, and subcontractors.

Submit final commissioning plan for construction with coordination and activities for Union County

Public Works Facilities and CM review.

Attend a 1 day planning session with CM team to ensure that Cx tasks, and startup issues, corrective

action times, and functional testing are included.

O&M material will be submitted to the CxA team.

Attend monthly owner’s and designer’s progress meetings with CM team and identify Cx related issues

for team. (allow for 5 meetings)

Prepare final pre-functional and final functional test procedures for the equipment and systems.

Submit test procedures to contractor for comments on appropriate start-up, operations, and systems

safety.

Coordinating with the contractor to witness start-up of major equipment.

Review and comment on submitted TAB execution plan.

Maintain a running master issues and deficiency log of items found to be a problem, poorly installed, or

discrepancies.

Witnessing a sample of checkout, TAB, end-to-end testing, and calibration of controls.

Observing first contractor start-up and pre-functional test of each type of system, including mechanical,

controls, electrical, and specialty systems. CM will provide adequate coordination and scheduling. ( 5

working days minimum notice)

Develop a training plan, provide training for operation of the systems listed in this document for the

owner and operators as related to design intent of the system, and provide final training documentation.

Refer to Specification Section 23 08 00 for the UC Human Services Building for clarification of

responsibilities of the commissioning agent and the contractor.

2.3 Acceptance Phase

The CxA shall complete the following tasks during the acceptance phase:

Obtain pre-functional reports from general contractor with sign-offs that the systems have been checked

out according to proper manufacturer and pre-functional procedures.

Functional Testing

o Verify the accuracy of the TAB effort and report. Grilles, terminal devices, and other

equipment shall be tested, and documented. All individual systems will be sampled at a 20%

rate.

o Functionally test 20% of exhaust systems.

o Building Pressurization Fans

o Functionally test 20 % of terminal VAV units, including controls, airflow, and sequence of

operations. Document findings and issue deficiency logs.

o Witness performance testing of smoke control and life safety systems, in conjunction with

designer and authorities having jurisdiction.

o Perform and direct functional testing of each major piece of equipment to demonstrate that each

item of equipment and system is operating according to the design intent and contract

documents. Functional testing shall include operating the system and components through each

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of the written sequences of operation. CM will provide coordination and subcontractor support

during testing.

o Provide troubleshooting to assist in resolving control problems, as they are uncovered.

Functional testing shall be performed on all control points within listed samples.

o Perform the first of 2 seasonal performance tests (either heating or cooling system, depending

on completion schedule and respective season) during acceptance phase. Performance test shall

include AHU’s, sample terminal units, and exhaust systems as listed.

o Check system graphics within sample to assure all graphics are developed and points are

mapped to graphics.

o Keep a detailed log of testing of each piece of equipment. Notify UCPW Facilities, CM and

A/E of unacceptable findings if components fail to perform to the requirements of the contract

documents.

o Set up/ensure key trends are set up at the completion of successful testing to monitor building

performance parameters. All points will be trended by the contractor; CxA will sample trends

for completeness.

Maintain a deficiency log of any items found to be a problem, poorly installed, or discrepancies.

Provide the log and test results to UCPW Facilities, A/E, and CM with recommended actions.

Coordinate re-testing as necessary. One re-test of issues will be provided as part of normal functional

testing. More than one retest will be considered work outside the normal scope of work.

Attend weekly meetings while on-site for functional testing.

Review O&M documentation for completeness. This review shall be in parallel with the A/E team’s

review of the O&M documentation for conformance to the project specification.

Review, pre-approve, and coordinate training of operating personnel designated by UCPW Facilities by

the contractor to coincide with CxA provided systems training.

Verify that control point data is correctly mapped and set up in building automation system.

Prepare five (5) hard copies and three (3) CD-ROM copies of the re-commissioning management report

(final commissioning report). The report shall include an executive summary, list of participants and

roles, brief building description, and the following sections:

Design intent

Basis of design

Owner’s Project Requirements

Pre-functional checklists, complete

Functional checklists, complete

TAB reports

System schematics

Control strategies and set-points

Deficiency logs

Guidelines for Energy Accounting

2.4 Warranty Phase

The CxA shall complete the following tasks during the warranty phase:

Return to the site at the 10th month of contractor warranty and meet with facility staff to discuss the

current building operation and the condition of outstanding issues related to the original and seasonal

commissioning. Identify problems or concerns they have with operating the building as originally

intended.

Perform second part of seasonal testing checkout of equipment, August-September of cooling systems

and January-February of heating systems, depending on acceptance phase test performed prior, and

issue/update deficiency log with results.

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Remotely verify trending set at the 3 month, 6 month, and 9 month operating points during the warranty

period. Update logs as to performance variances from the Cx data obtained in acceptance phase.

Identify deficiencies that may come under warranty or under the original construction contract.

Provide one day of additional training for users and staff in building system operations.

Attend up to four on-site meetings to discuss warranty issues.

2.5 Additional Services

The CxA shall perform the following additional Commissioning Related Services:

A. Schedule

The project design and construction is scheduled as follows:

Develop and coordinate Cx Schedule in conjunction with UCPW Facilities and project team.

B. Forms

Forms and Items of Responsibility for this proposal are attached at the end of this document.

(Attachment A, B, and C)

C. Test Equipment

The installing contractors shall provide all tools or the use of tools required to start, checkout and

functional test equipment and systems, except for specified testing with supplemental portable data-

loggers, which shall be supplied and installed by the CxA.

Data logging equipment, monitoring devices, specialized equipment, and software, not required to be

provided by the installing contractor in the Contract Documents, and provided by the CxA to monitor,

confirm, or verify the contractor’s testing procedures, shall remain the property of the CxA. Equipment

provided shall meet the minimum accuracy, calibration and performance standards required by the

performance test.

Section 4 – Detailed Submittal Requirements

A. Proposal format

Offerors should prepare their proposals in accordance with the instructions outlined in this section. Each offeror

is required to submit the proposal in a sealed package. Proposals should be prepared as simply as possible and

provide a straightforward, concise description of the offerors’s capabilities to satisfy the requirements of the

RFP. Utmost attention should be given to accuracy, completeness, and clarity of content. All parts, pages,

figures, or tables should be numbered and clearly labeled. Response information should be limited to pertinent

information only.

The proposal should be organized into sections:

Tab A - Vendor Background and Experience

Tab B – Staff Information

Tab C – Methodology and Implementation Plan

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Tab D- Price Form- Attachment A

Tab E- References

Tab F - Required Signature Forms: Proposal Submission Form-Attachment C, Addenda Receipt and

Anti-Collusion-Attachment D, and Iran Divestment Act- Attachment E

1. Tab A – Vendor Background and Experience

Please provide the following information about your company, experience and services. Respond to each

item and provide supporting documentation and/or exhibits as requested or desired.

a. Company Name

Address

Telephone Number

Fax Number

Email Address

Name of Single Point of Contact

Name/Signature of Person with binding authority to enter into contracts

b. The Background and Project Summary Section should describe your understanding of the County, the

work to be done, and the objectives to be accomplished. Refer to Scope of Work of this RFP.

c. The letter must stipulate that the proposal price will be valid for a period of at least 120 days.

d. A summary of your firm’s demonstrated capability of services being requested in this Request for

Proposal.

e. Provide information listed below regarding completed commissioning projects by your firm and the role

of personnel on those projects who will be assigned to the project. One person may be assigned to more

than one responsibility.

a. Commissioning Project Experience Listing

i. Cx Plan: Writer of the commissioning plan

ii. Specifications: Writer of the commissioning specifications

iii. Funct. T. Plans: Writer of functional test procedures

iv. Witnessed FT: Who Witnessed and documented functional tests

v. Data/Trend Logs: Who Used data loggers or EMS trend logging info for testing

vi. Training: Who Developed or approved staff training

vii. Review O&M’s: Who Reviewed completed O&M manuals

viii. CA in firm: Commissioning agent (part of firm)

ix. Supervised CA: Supervised commissioning agent (sub-consultant to firm)

2. Tab B – Staff Information

a. Provide a list of individual(s) who will be working on this project and indicate the functions that each

will perform.

b. Upon award and during the contract period, if the contractor chooses to assign different personnel to the

project, the Contractor must submit their names and qualifications including information listed above to

the County for approval before they begin work.

c. Design firms are encouraged to submit resumes for all personnel who will work on the project.

3. Tab C –Methodology and Implementation Plan

Provide a detailed description of the approach and methodology to be used to accomplish the Scope of Work

of this RFP. The Methodology Section should include:

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a. An implementation plan that describes in detail (i) the methods, including controls by which your firm

manages projects of the type sought out by this RFP, (ii) methodology for soliciting and documenting

views of internal and external stakeholders, (iii) and any other project management or implementation

strategies or techniques that the respondent intends to use in carrying out the work.

b. Detailed description of efforts your firm will undertake to achieve client satisfaction and to satisfy the

requirements of the “Scope of Work” section.

c. Detailed description of specific tasks you will require from County staff. Explain what the respective roles

of County staff and your staff would be to complete the tasks specified in the Scope of Work.

4. Tab D –Price Form- Attachment A

a. Hourly rate pricing shall be firm from the initial period of the contract.

5. Tab E – References

Provide at least five (5) professional references that received similar services from your firm. Union County

reserves the right to contact any of the organizations of individuals listed. Information provided shall

include:

a. Company Name

b. Company Address

c. Phone Number

d. Contact Name

e. Project Description

f. Length Of Service

6. Tab F – Required Signature Forms

Proposers should include signed copies of the following documents:

Attachment C- Proposal Submission Form

Attachment D – Addenda Receipt and Anti-Collusion

Attachment E- Iran Divestment Act Certification

Section 5 – Evaluation Criteria

A. Selection Participants

Evaluation Team- The Evaluation Team will be responsible for the evaluation and rating of the proposals. The

Evaluation Team will make the recommendation for vendor selection to the County Manager or Board of

Commissioners.

B. Evaluation of Proposals

Evaluation criteria will be used to assist in determining the finalist vendor. The offeror’s proposal will be

evaluated based on the following criteria below. These criteria are provided for informational purposes and are

not intended to represent an order of preference.

Vendor Background and Experience

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Staff Information

Methodology and Implementation Plan

Price

Compliance with the general bidding requirements, general submittal requirements, and detailed

submittal requirements of the RFP.

C. Award Procedures

The County reserves the right to make an award without further discussion of the proposals received. Therefore,

it is important that the proposal be submitted initially on the most favorable terms from both a technical and cost

standpoint.

A proposal may be rejected if it is incomplete. Union County may reject any or all proposals and may waive any

immaterial deviation in a proposal.

At a minimum, proposals will be evaluated based upon the criteria above, as well as compliance with the RFP.

The County may accept the proposal that best serves its needs, as determined by County officials in their sole

discretion.

More than one proposal from an individual, firm, partnership, corporation or association under the same or

different names, will not be considered.

Section 6 – General Conditions and Requirements

A. Terms and Conditions

One (1) year with a one (1) year renewal option pending annual budget appropriation.

All proposals submitted in response to this request shall become the property of Union County and as such, may

be subject to public review upon award of contract.

Union County has the right to reject any or all proposals, to engage in further negotiations with any firm

submitting a proposal, and/or to request additional information or clarification. The County is not obligated to

accept the lowest cost proposal. The County may accept the proposal that best serves its needs, as determined

by County officials in their sole discretion.

All payroll taxes, liability and worker’s compensation are the sole responsibility of the Proposer. The Proposer

understands that an employer/employee relationship does not exist under this contract.

B. Sub-Contractor/Partner Disclosure

A single firm or multiple firms may propose the entire solution. If the proposal by any firm requires the use of

subcontractor, partners, and/or third-party products or services, this must be clearly stated in the proposal. The

firm submitting the proposal shall remain solely responsible for the performance of all work, including work that

is done by subcontractor.

C. Modification or Withdrawal of Proposal

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Prior to the scheduled closing time for receiving proposals, any Vendor may withdraw their proposal. After the

scheduled closing time for receiving proposals, no proposal may be withdrawn for 180 days. Only written requests

for the modification or correction of a previously submitted proposal that are addressed in the same manner as

proposals and are received by the County prior to the closing time for receiving proposals will be accepted. The

proposal will be corrected in accordance with such written requests, provided that any such written request is in a

sealed envelope that is plainly marked “Modification of Proposal – “2017-048 Union County Human Services

Building Commissioning”. Oral, telephone, or fax modifications or corrections will not be recognized or

considered.

D. Insurance and Forms

At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with

insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best.

1. WORKERS’ COMPENSATION

Statutory limits covering all employees, including Employer’s Liability with limits of:

$500,000 Each Accident

$500,000 Disease - Each Employee

$500,000 Disease - Policy Limit

2. COMMERCIAL GENERAL LIABILITY

Covering Ongoing and Completed Operations involved in this Agreement.

$2,000,000 General Aggregate

$2,000,000 Products/Completed Operations Aggregate

$1,000,000 Each Occurrence

$1,000,000 Personal and Advertising Injury Limit

$5,000 Medical Expense Limit

3. COMMERCIAL AUTOMOBILE LIABILITY

$1,000,000 Combined Single Limit - Any Auto

4. PROFESSIONAL LIABILITY

$1,000,000 Claims Made

ADDITIONAL INSURANCE REQUIREMENTS

1. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include

the following as Additional Insured:

UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS

ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY

INSURANCE POLICY.

Additional Insured status for Completed Operations shall extend for a period of not less than

three (3) years from the date of final payment.

2. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance

in satisfactory form as evidence of the insurances required above.

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3. Contractor shall have no right of recovery or subrogation against Union County (including its

officers, agents and employees).

4. It is the intention of the parties that the insurance policies afforded by contractor shall protect

both parties and be primary and non-contributory coverage for any and all losses covered by the

above-described insurance.

5. Union County shall have no liability with respect to Contractor’s personal property whether

insured or not insured. Any deductible or self-insured retention is the sole responsibility of

Contractor.

6. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify

County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days

of the cancellation or substantive change of any insurance policy set out herein. Union, in its

sole discretion, may deem failure to provide such notice as a breach of this Agreement.

7. The Certificate of Insurance should note in the Description of Operations the following:

Department: _____________________

Contract #: _____________________

8. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation

to indemnify, save harmless and defend Union County for claims made or suits brought which

result from or are in connection with the performance of this Agreement.

9. Certificate Holder shall be listed as follows:

Union County

Attention: Keith A. Richards, Risk Manager

500 N. Main Street, Suite #130

Monroe, NC 28112

Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance

for a period of two (2) years following termination of the Agreement.

10. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in

fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements

of this Agreement, including, but not limited to, maintenance of the required insurances

coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in

proper form prior to commencement of services.

INDEMNIFICATION

Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free

and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional

fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims,

liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising

out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the

Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle,

respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and

expenses related thereto.

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E. Equal Employment Opportunity: All Firms will be required to follow Federal Equal Employment

Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant

to this advertisement, equal employment opportunity will be offered to all persons without regard to race,

color, creed, religion, national origin, sex, and marital status, status with regard to public assistance,

membership or activity in a local commission, disability, sexual orientation, or age.

F. Minority Businesses (MBE) or Disadvantaged Businesses (DBE): It is the policy of Union County that

Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall

have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent

with this policy, Union County will not allow any person or business to be excluded from participation in,

denied the benefits of, or otherwise be discriminated against in connection with the award and performance

of any contract because of sex, race, religion, or national origin.

G. Drug-Free Workplace: During the performance of this Request, the Firm agrees to provide a drug-free

workplace for his employees; post in conspicuous places, available to employees and applicants for

employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation,

possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions

that will be taken against employees for violations of such prohibition; and state in all solicitations or

advertisements for employees placed by or on behalf of the firm that the Firm maintains a drug-free workplace.

For the purposes of this section, “drug-free workplace” means a site for the performance of work done in

connection with a specific contract awarded to a Contractor/firm in accordance with this chapter, the

employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution,

dispensation, possession or use of any controlled substance or marijuana during the performance of the

Request.

H. E-Verify

Proposer shall utilize the U.S. Department of Homeland Security’s E-Verify system to confirm the

employment eligibility of all persons employed by the Proposer during the term of the Contract to

perform employment duties within North Carolina and all persons, including subcontractors, assigned

by the Proposer to perform work pursuant to the contract with the County, as may be required by North

Carolina statutes.

I. Iran Divestment Act Notice for Local Governments in North Carolina

Iran Divestment Act: Pursuant to G.S. 147-86.59, any person identified as engaging in investment activities

in Iran, determined by appearing on the Final Divestment List created by the State Treasurer pursuant to G.S.

147-86.58, is ineligible to contract with the State of North Carolina or any political subdivision of the State.

The Iran Divestment Act of 2015, G.S. 147-86.55 et seq.* requires that each vendor, prior to contracting with

the State certify:

1. That the vendor is not identified on the Final Divestment List of entities that the State Treasures has

determined engages in investment activities in Iran;

2. That the vendor shall not utilize on any contract with the State agency any contractor that is identified

on the Final Divestment List; and

3. That the undersigned is authorized by the Vendor to make this certification.

UNION COUNTY RESERVES THE RIGHT TO REJECT ANY AND/OR ALL QUALIFICATIONS

AND TO WAIVE ANY AND ALL TECHNICALITIES.

15

Attachment A

16

Price Form

Product Created By

Product

Description and

Form

Due Date Deliver ToEstimated Hours

Needed

Cx Schedule CxA

Initial summary

schedule and

detailed version

Summary

schedule: 1wk

after scoping

All Cx

team

Equipment

submittalsAll Subs

Detailed data on all

Cx’d equip.

during normal

submittalsCxA

Prefunctional tests

and checklists

Specs and

CxA

List by equipment

of Prefunctional

checklists and

Prefunctional tests

During normal

submittalsSubs

Start-up and initial

checkout plans

All Subs and

CxA

Specific listing of

procedures for

combining CxA

Prefunctional

checklists with

Sub’s startup and

checkout.

2-weeks before

executionCxA

Start-up and initial

checkout reportsAll Subs

Filled out

Prefunctional

checklists, tests,

startup and initial

checkout

1-week after

startup

completion

CxA +

normal

others;

O&M’s

Controls Contractor

Initial Check-out

Plan

Controls

Contr.

Complete step-by-

step plan on

checkout and CxA

calibration

procedures,

including forms for

documentation

3 weeks before

beginning

checkout

CxA

Hours Subtotal:

COMMISSIONING FORMAL WRITTEN WORK PRODUCTS

17

Product Created By

Product

Description and

Form

Due Date Deliver ToEstimated Hours

Needed

Final TAB report TAB

Draft TAB report

with method and

results

<2 weeks after

TAB

completion

CxA +

normal

others;

O&M’s

Change orders CM; PM

Change orders that

affect Cx’d

equipment

<1-week after

approved

CxA +

others

Issues Log CxA

Record / track of all

issues and

deficiencies

ongoing

CM +

UCPW

Facilities

Non-Compliance

/Deficiency reportsCxA

List of deficiencies

and non-

compliance with

Contract Docs

identified during Cx

Issued within

3 days of

identifying

Cx Team

Cx’g Progress

RecordCxA

Record / track of all

submittals,

checklists, tests,

etc.

ongoing CM

Cx progress reports CxA

Gives scheduling

needs and update,

deficiency report,

Cx progress

Weekly to

Monthly

CM +

UCPW

Facilities

Owner-contracted

functional test formsSubs/vendor

Full description of

test procedures in

“form” format

>4-weeks

before testCxA

Functional test

formsCxA

Full description of

test procedures in

“form” format

>4-weeks

before test

CM, Subs,

O&Ms;

A/E

Filled out functional

test formsCxA

Recorded

documentation of

the test on the form

With final

report

CM,

O&Ms;

A/E

Hours Subtotal:

18

Product Created By

Product

Description and

Form

Due Date Deliver ToEstimated Hours

Needed

Functional test final

approvalsCxA

List of test number,

and descript., date

of test, approval

signatures of CxA

Within 4 days

of successful

completion of

test

CM

O&M manuals

(normal)CM and Subs

Documentation of

design, equipment,

operations and

maintenance, as-

builts, etc.

Before

substantial

completion

CxA reviews

on-site

Training plan SubsTopics and

methods

2 weeks before

trainingCxA; CM

Training completion

formCxA

List of trainees,

completed hrs and

topics and

approvals (Form C-

5c)

<2 weeks after

training

completion

CxA

Final Cx report CxA

4-6 page summary

report with

important findings,

etc.

Draft within 60

days of

substantial

completion

CM + UCPW

Facilities

Deferred testing

reportsCxA

Documentation of

seasonal and

deferred tests

Within 2 weeks

of test

CM + UCPW

Facilities

Re-commissioning

Manual CxA

Information

required for re-

commissioning

building systems

Draft within 30

days of State

Final

Inspection

UCPW

Facilities

Contract to review

building operation

UCPW

Facilities

Proposal from CxA

accepted and

contract issued.

Within 30 days

of State Final

Inspection

CxA

Total Hours (total hours

from all 3 pages):

Hourly Rate:

Total Charge (Est.

Hours x Hourly Rate)

19

Attachment B

20

Attachment B– References

Request for Proposal (RFP) #2017-048

Union County Human Services Commissioning Reference #1:

Company Name:

Address:

Phone Number:

Contact Name:

Project Description:

Length Of Service:

Reference #2:

Company Name:

Address:

Phone Number:

Contact Name:

Project Description:

Length Of Service:

Reference #3:

Company Name:

Address:

Phone Number:

Contact Name:

Project Description:

Length Of Service:

Reference #4:

Company Name:

Address:

Phone Number:

Contact Name:

Project Description:

Length Of Service:

Reference #5:

Company Name:

Address:

Phone Number:

Contact Name:

Project Description:

Length Of Service:

21

Attachment C

22

Attachment C – Proposal Submission Form Request for Proposal (RFP) #2017-048

Union County Human Services Commissioning

This Proposal is submitted by:

Provider Name: ____________________________________________________________

Representative (printed):__________________________________________________________

Representative (signed):__________________________________________________________

Address: ________________________________________________________________

________________________________________________________________

City/State/Zip:__________________________________________________________

E-mail Address:_______________________________________________________________

Telephone:_____________________________________________________________

(Area Code) Telephone Number

Facsimile:______________________________________________________________

(Area Code) Fax Number

It is understood by the Proposer that Union County reserves the right

to reject any and all Proposals, to make awards according to the best

interest of the County, to waive formalities, technicalities, to recover

and rebid this RFP. Proposal is valid for ninety (90) calendar days

from the Proposal due date.

Proposer ____________________________________ Date ___________________

Authorized Signature __________________________________________________

Please type or print Name ______________________________________________

23

Attachment D

24

Attachment D – Addenda Receipt and Anti-Collusion

Request for Proposal (RFP) #2017-048

Union County Human Services Commissioning

Please acknowledge receipt of all addenda by including this form with your Proposal. Any questions or

changes received will be posted as an addendum on www.co.union.nc.us and/or www.ips.state.nc.us. It is

your responsibility to check these sites for this information.

ADDENDUM #: DATE ADDENDUM DOWNLOADED

_________________________ _________________________

_________________________ _________________________

_________________________ _________________________

_________________________ _________________________

_________________________ _________________________

I certify that this proposal is made in good faith and without collusion with any other proposer or officer or

employee of Union County.

___________________________________ _________________________

(Please Print Name) Date

___________________________________

Authorized Signature

___________________________________

Title

___________________________________

E-Mail Address

___________________________________

Company Name

25

Attachment E

26

Attachment E– IRAN DIVESTMENT ACT

RFP Number (if applicable):

Name of Vendor or Bidder:

IRAN DIVESTMENT ACT

CERTIFICATION REQUIRED BY

N.C.G.S. 143C-6A-5(a)

As of the date listed below, the vendor or bidder listed above is not listed on the Final Divestment List created

by the State Treasurer pursuant to N.C.G.S. 143-6A-4.

The undersigned hereby certifies that he or she is authorized by the vendor or bidder listed above to make

the foregoing statement.

Signature Date

Printed Name Title

Notes to persons signing this form:

N.C.G.S. 143C-6A-5(a) requires this certification for bids or contracts with the State of

North Carolina, a North Carolina local government, or any other political subdivision

of the State of North Carolina. The certification is required at the following times:

When a bid is submitted

When a contract is entered into (if the certification was not already made when

the vendor made its bid)

When a contract is renewed or assigned N.C.G.S. 143C-6A-5(b) requires that contractors with the Proposer shall utilize the U.S. Department of Homeland

Security’s E-Verify system to confirm the employment eligibility of all persons employed by the Proposer during

the term of the Contract to perform employment duties within North Carolina and all persons, including

subcontractors, assigned by the Proposer to perform work pursuant to the contract with the County, as may be

required by North Carolina statutes.

State, a North Carolina local government, or any other political subdivision of the State of North Carolina

must not utilize any subcontractor found on the State Treasurer’s Final Divestment List.

The State Treasurer’s Final Divestment List can be found on the State Treasurer’s website at the

address www.nctreasurer.com/Iran and will be updated every 180

27

Attachment F

28

SUBMITTAL COVER SHEET

COMMISSIONING SERVICES

Union County Human Services Building

____________________ ___________________ Commissioning Firm Engineer of Record

____________________ ___________________ Mechanical Engineering Firm Mechanical Engineer

____________________ ___________________ Electrical Engineering Firm Electrical Engineer

____________________ ___________________ Plumbing Engineering Firm Plumbing Engineer

____________________ ___________________ Other Firm