The URL can be used to link to this page

Home My WebLink About298105thJuneAgreement No. 18-302 1 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the 2 Effective Date. 3 4 CONTRACTOR 5 6 7 See Additional Signature Pages 8 Attached 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 -27 28 FOR ACCOUNTING USE ONLY: FUND: 1045 SUBCLASS: 10000 ORG No.: 8935 Account No.: 7205 -16- u By: COUNTY OF FRESNO s ATTEST: hairperson of the Board of ,-.i_....f the County of Fresno Bernice E. Seidel Clerk of the Board of Supervisors County of Fresno, State otCalifornia puty 1 By executing this signature page, CONTRACTOR becomes a signatory to the 2 Master Agreement, dated l).UU 6 , 2018 and agrees that it is a party to the Agreement 3 with the COUNTY and is bound by its terms. 4 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the 5 Effective Date. 6 7 CONTRACTOR 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ACCO Engineered Systems, Inc. 6265 San Fernando Rd. Glendale, CA 91201 -17- 1 By executing this signature page, CONTRACTOR becomes a signatory to the 2 Master Agreement, dated JW\t 6 , 2018 and agrees that it is a party to the Agreement 3 with the COUNTY and is bound by its terms. 4 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the 5 Effective Date. 6 7 8 9 10 11 12 CONTRACTOR John D. Sloan, President & Treasurer · 13 New England Sheet Metal and Mechanical 14 Co. 15 P.O. Box 4287 16 Fresno, CA 93744 17 18 19 20 21 22 23 24 25 26 27 28 -18- 1 By executing this signature page, CONTRACTOR becomes a signatory to the 2 Master Agreement, dated Sun,.,( , 2018 and agrees that it is a party to the Agreement 3 with the COUNTY and is bound by its terms. 4 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the 5 Effective Date. 6 7 CONTRACTOR 8 9 10 11 12 13 Robert Lake, President, Secretary & Treasurer 14 Mesa Energy Systems, Inc. 15 dba EMCOR Services 16 2 Cromwell 17 Irvine, CA 92618 18 19 20 21 22 23 24 25 26 27 28 -19- 1 By executing this signature page, CONTRACTOR becomes a signatory to the 2 Master Agreement, dated Sl.lJ\k 6 , 2018 and agrees that it is a party to the Agreement 3 with the COUNTY and is bound by its terms. 4 IN WITNESS WHEREOF, the parties hereto have executed this Agreement ~s of the 5 Effective Date. 6 7 CONTRACTOR .8 9 10 11 12 13 Micheal T. Murphy, President, Secretary & Treasurer 14 RAMCO Services, Inc. · 15 1175 Shaw Ave. #104-304 16 Clovis, CA 93612 17 18 19 20 21 22 23 24 25 26 27 28. -20- 1 By executing this signature page, CONTRACTOR becomes a signatory to the 2 Master Agreement, dated Ul.U\.t 5 , 2018 and agrees that it is a party to the Agreement 3 with the COUNTY and is bound by its terms. 4 . IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the 5 Effective Date. 6 7 CONTRACTOR 8 to- 11. 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ,.. __ ..... ~ r '\._ . -... Scbtt Srfiillle, Assistant -.,\: , Trane, U.S. Inc. 3253 Imperial Hwy Brea, CA 92821 Page 1 of 1 LIST OF CONTRACTORS CONTRACTOR NAME ADDRESS CONTACT INFORMATION 1.ACCO Engineered Systems, Inc. 4980 E. University Ave. #103 Fresno, CA 93727 Contact: Stephen Alwan Title: Account Manager Office: (916) 520-2156 Cell: (916) 628-0058 Emergency (Main Dispatch 24/7) Phone: 1-800-598-2226 E-mail: salwan@accoservice.com 2.Mesa Energy systems, Inc., dba EMCOR Services 4668 N. Sonora Avenue, #102 Fresno, CA 93722 Contact: Adam Rosh Title: Account Manager Office: (559) 277-7900 x 2217 Cell: (559) 793-8800 Emergency (Main Dispatch 24/7) Phone: (1-800-300-7700) Email: adam_rosh@emcorgroup.com 3.New England Sheet Metal And Mechanical Co. 2731 S. Cherry Ave. Fresno, CA 93706 Contact: Raquel White Title: Dispatcher Office: (559) 268-7375 x 127 (or Option #2) Cell: (559) 978-2837 Emergency (Main Dispatch 24/7) Phone: (559) 268-7375 x 127 (or Option #2) Email: 4.RAMCO Services, Inc.1228 Tollhouse Rd. Clovis, CA 93619 Contact: Michael T. Murphy Title: President Office: (559) 299-9227 Cell: (559) 352-8125 Email: mike@ramcoinc.net 5.Trane U.S. Inc.3026 N. Business Park Avenue #104 Fresno, CA 93727 Contact: Chan Kim Title: Account Manager Office: (559) 650-1252 Cell: (559) 647-2970 Emergency (Main Dispatch 24/7 Phone: Email: Chan.Kim@trane.com Exhibit A 1 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18-035 HVAC PARTS, SERVICE AND REPAIRS.DOC REQUEST FOR STATEMENT OF QUALIFICATIONS NO. 18-035 COUNTY OF FRESNO HVAC PARTS, SERVICE AND REPAIRS Issuance Date: March 15, 2018 Closing Date: April 6, 2018 at 2:00 PM Submittals: Submit RFSQ response electronically on the Bid Page at Public Purchase. Clarifications: All questions and clarifications must be submitted on the Bid Page at Public Purchase before 10:00 AM on March 23, 2018. In the event that it becomes necessary to revise any part of this RFSQ, addenda will be posted to Public Purchase and all agencies and organizations that received the basic RFSQ will be notified. Cost Limit for Agreement(s): $2,500,000.00 Organization Individual/Contact Person Title Street Address/P.O. Box City State Zip Code Telephone Fax Number E-Mail Address Purchasing Use: BH:st ORG/Requisition: 8935 / 1321801109 Exhibit B RFSQ No. 18-035 2 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC TABLE OF CONTENTS PAGE I.INTRODUCTION AND OVERVIEW .......................................................................3 II.SCOPE OF WORK .................................................................................................3 III.AGREEMENT TERM ..............................................................................................5 IV.SB 854/PREVAILING WAGE .................................................................................5 V.INSURANCE REQUIREMENTS .............................................................................6 VI.SOQ SUBMITTAL REQUIREMENTS ....................................................................7 VII.SELECTION PROCEDURE ...................................................................................9 VIII.APPEALS ...............................................................................................................9 Attachment: A.***Board of Supervisors’ Master Agreement or ***Procurement Master Agreement Exhibit B RFSQ No. 18-035 3 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC I.INTRODUCTION AND OVERVIEW The County of Fresno on behalf of the Internal Services Department, Facility Services Division is primarily seeking qualified Contractors to provide HVAC Parts, Service, and Repairs on an “as- needed” basis at various locations in Fresno County, and may include, but is not limited to, fabricating, installing, cleaning, maintaining, servicing, recharging, and inspecting warm-air heating systems, water-heating pumps, ventilating systems, chillers, cooling towers, and air- conditioning systems, and all other work and equipment associated with these systems. Vendors must possess the correct contractor’s license for the type of work they perform. The requested services will be performed on an “as-needed” basis. Contractors who can demonstrate experience, expertise and quality of work may be awarded a master agreement for a term of up to 3-years with two optional 1-year extensions. HVAC parts and equipment will be purchased on an “as-needed” basis. The County spends approximately $500,000 annually on parts and services. It is the intent of the County to engage several contractors under one master agreement to provide the professional services described herein. Contractors and all sub-contractors who perform work must comply with all DIR requirements. The County reserves the right, at its sole discretion, to terminate this RFSQ process or negotiations with a selected Contractor and either perform the work with its staff or begin a new RFSQ process. Nothing herein, or in the process, shall be construed as having obligated the County to pay for any expenses incurred by respondents to this RFSQ, or to the selected Contractor(s) prior to Board of Supervisors’ approval of a Contractor services agreement. II.SCOPE OF WORK A.General – Contractor shall provide parts, services, and repairs on an “as-needed” basis to HVAC and related systems at various County locations. The County operates HVAC equipment from manufacturers that include but are not limited to Carrier, Goodman, Lennox, Mcquay, Rheem, Ruud, Trane, and York. Parts – The Contractor shall provide parts and materials on an “as-needed” basis. Parts may be ordered for delivery to County facilities or picked-up in store by County staff. The County may from time to time, request to see the list/catalog pricing to verify charges, and the Contractor shall comply. Service – The Contractor shall perform services and repairs on an “as-needed” basis to HVAC and related systems at various locations in Fresno County, and may include, but is not limited to, fabricating, installing, cleaning, maintaining, servicing, recharging, and inspecting warm-air heating systems, water-heating pumps, ventilating systems, chillers, cooling towers, and air-conditioning systems, and all other work and equipment associated with these systems. B.Qualifications The Contractor shall possess the necessary contractor’s license required for the type of work requested (C-20 for HVAC related work, C-36 for Plumbing, etc.), and be capable of providing the services requested, in compliance with rules and regulations of all applicable codes. All Contractors and sub-contractors are expected to possess the appropriate license for the project in accordance with current regulations and statues. All technicians who perform work must possess a minimum of journeyman level experience. All apprentices or helpers must be supervised. All personnel performing work on HVAC equipment and related systems shall be appropriately certified to work on that particular equipment. Exhibit B RFSQ No. 18-035 4 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC The Contractor must have an established local presence within the County of Fresno or can demonstrate they can meet all the required response times in accordance with Section II. Scope of Work, E. Response within this Request for Statement of Qualifications. C. Materials and Workmanship Workmanship shall be to the best of trade practices, performed by workers thoroughly trained and familiar with the respective systems. All defective workmanship shall be corrected by the contractor at the contractor’s expense. D. Scheduling of Work A regular County workweek shall be Monday through Friday 8:00 am to 5:00 pm. All work must be approved by the Facility Services Manager or their designee before work can begin. Contractors responding to a service request shall report to the building manager prior to beginning work, and at the completion of work. E. Response The Contractor may be required to respond to emergency service calls, during and after business hours. Details regarding each emergency request will be relayed at the time of call. The Contractor shall acknowledge within 30 minutes if the request can be fulfilled, or the request will be sent to another Contractor. Level I – Require onsite response within (1) hour or less of Contractor acknowledgment. Level II – Requires onsite response within (4) hours or less of Contractor acknowledgment. Level III – Requires onsite response at 7:00 AM, the next normal working day. Contractor shall inform County of any expected arrival delays. The County reserves the right to send the request to another Contractor should the response level not be met. F. Compensation Parts and materials shall be charged as quoted in Appendix A – Pricing. Service work shall be charged as “Time and Materials” at rates quoted in Appendix A – Pricing. Time will be billed for actual time worked. G. Invoicing All invoices shall be provided to the Facility Services Manager or their designee for approval. Invoices at a minimum shall include: • Date of service, Time of arrival/departure, Hours of service • Name of technician providing the service • Description of equipment serviced, Location of equipment, Building number • Type of service (repair, maintenance, new install) • Action taken • Parts utilization • Status of service • Printed name of County representative authorizing the work Exhibit B RFSQ No. 18-035 5 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC III.AGREEMENT TERM The term of the Agreement will be three (3) years, unless prior to its expiration its term is extended in writing, for no more than two additional one-year terms, by mutual consent of the Director or his/her designee and the Contractor(s). The maximum total contract amount is $2,500,000. Total fees paid to the each contractor will be dependent upon the bid provided by contractor. Please note that there are no assurances of any work for qualified vendors during the term of the Agreement and that the County guarantees no minimum amount to each qualified vendor. Where specific functions are required by law to be performed by the County or where specific functions are listed in the Agreement as to be performed by the County, County staff will perform the actual work function. IV.SB 854/PREVAILING WAGE California Law (SB854) now requires public works contractors subject to prevailing wage requirements to register annually with the Department of Industrial Relations (DIR) and pay an annual fee. The County of Fresno will not accept public works bids from contractors and subcontractors who have not registered with the DIR and have not met this requirement. Please refer to http://www.dir.ca.gov/Public-Works/PublicWorksSB854.html for more information. This requirement, found in Labor Code Sections 1725.5 and 1770-1777.7, now applies to all public works projects. Contractor must submit verification of DIR registration with their quotation. Failure to submit verification may result in their quotation being considered non-responsive. PREVAILING WAGES: The work to be done on this project will involve the repair, alteration, maintenance, installation, rehabilitation, demolition, construction or reconstruction of public buildings, streets, utilities, and/or other public works. In accordance with Labor Code section 1770, et seq., the Director of the Department of Industrial Relations of the State of California has determined the general prevailing wages rates and employer payments for health and welfare pension, vacation, travel time and subsistence pay as provided for in Section 1773.1, apprenticeship or other training programs authorized by Section 3093, and similar purposes applicable to this public work project. The prevailing wage rates for all hours worked, including holiday and overtime rates, on this project are on file with the Purchasing Department, 4525 E. Hamilton Avenue, Fresno, California 93702, and are herein incorporated by this reference. Information pertaining to applicable Prevailing Wage Rates may be found on the website for the State of California – Department of Industrial Relations: http://www.dir.ca.gov/oprl/PWD/index.htm. Information pertaining to applicable prevailing wage rates for apprentices may be found on the website for the State of California – Department of Industrial Relations: http://www.dir.ca.gov/oprl/pwappwage/PWAppWageStart.asp It shall be mandatory upon the Contractor herein and upon any subcontractor to pay not less than the prevailing wage rates, including overtime and holiday rates, to all workers, laborers, or mechanics employed on this public work project, including those workers employed as apprentices. Further, Contractor and each subcontractor shall comply with Labor Code sections 1777.5 and 1777.6 concerning the employment of apprentices. A copy of the above-mentioned prevailing wage rates shall be posted by the Contractor at the job site where it will be available to any interested party. Contractor shall comply with Labor Code section 1775 and forfeit as a penalty to County Two Hundred Dollars ($200.00) for each calendar day or portion thereof, for each worker paid less than the prevailing wage rates for the work or craft in which the worker is employed for any work done under this project by Contractor or by any subcontractor under Contractor in violation of Labor Code section 1770, et seq. In addition to the penalty, the difference between the prevailing wage rates and amount paid to each worker for each calendar day or portion thereof Exhibit B RFSQ No. 18-035 6 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC for which each worker was paid less than the prevailing wage rate shall be paid to each worker by the Contractor or subcontractor. Contractor and each subcontractor shall keep an accurate record showing the names, address, social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by him or her in connection with this public work project. In accordance with Labor Code section 1776, each payroll record shall be certified and verified by a written declaration under penalty of perjury stating that the information within the payroll record is true and correct and that the Contractor or subcontractor complied with the requirements of Labor Code sections 1771, 1811 and 1815 for any work performed by its employees on this public work project. These records shall be open at all reasonable hours to inspection by the County, its officers and agents, and to the representatives of the State of California – Department of Industrial Relations, including but not limited to the Division of Labor Standards Enforcement. V. INSURANCE REQUIREMENTS INSURANCE: Without limiting the COUNTY's right to obtain indemnification from CONTRACTOR or any third parties, CONTRACTOR, at its sole expense, shall maintain in full force and effect, the following insurance policies or a program of self-insurance, including but not limited to, an insurance pooling arrangement or Joint Powers Agreement (JPA) throughout the term of the Agreement: A. Commercial General Liability: Commercial General Liability Insurance with limits of not less than One Million Dollars ($1,000,000) per occurrence and an annual aggregate of Two Million Dollars ($2,000,000). This policy shall be issued on a per occurrence basis. COUNTY may require specific coverages including completed operations, products liability, contractual liability, Explosion-Collapse-Underground, fire legal liability or any other liability insurance deemed necessary because of the nature of this contract. B. Automobile Liability: Comprehensive Automobile Liability Insurance with limits for bodily injury of not less than Two Hundred Fifty Thousand Dollars ($250,000.00) per person, Five Hundred Thousand Dollars ($500,000.00) per accident and for property damages of not less than Fifty Thousand Dollars ($50,000.00), or such coverage with a combined single limit of Five Hundred Thousand Dollars ($500,000.00). Coverage should include owned and non- owned vehicles used in connection with this Agreement. C. Professional Liability: If CONTRACTOR employs licensed professional staff, (e.g., Ph.D., R.N., L.C.S.W., M.F.C.C.) in providing services, Professional Liability Insurance with limits of not less than One Million Dollars ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00) annual aggregate. This coverage shall be issued on a per claim basis. Contractor agrees that it shall maintain, at its sole expense, in full force and effect for a period of three years following the termination of this Agreement, one or more policies of professional liability insurance with limits of coverage as specified herein. D. Worker's Compensation: A policy of Worker's Compensation insurance as may be required by the California Labor Code. CONTRACTOR shall obtain endorsements to the Commercial General Liability insurance naming the County of Fresno, its officers, agents, and employees, individually and collectively, as additional insured, but only insofar as the operations under this Agreement are concerned. Such coverage for additional insured shall apply as primary insurance and any other insurance, or self-insurance, maintained by COUNTY, its officers, agents and employees shall be excess only and not contributing with insurance provided under CONTRACTOR's policies herein. This insurance shall not be cancelled or changed without a minimum of thirty (30) days advance written notice given to COUNTY. Within thirty (30) days from the date CONTRACTOR executes this Agreement, CONTRACTOR shall provide certificates of insurance and endorsement as stated above for Exhibit B RFSQ No. 18-035 7 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC all of the foregoing policies, as required herein, to the County of Fresno, Facility Services, Attn: Facility Manager, 4590 E. Kings Canyon Road, Fresno, CA 93702, stating that such insurance coverage have been obtained and are in full force; that the County of Fresno, its officers, agents and employees will not be responsible for any premiums on the policies; that such Commercial General Liability insurance names the County of Fresno, its officers, agents and employees, individually and collectively, as additional insured, but only insofar as the operations under this Agreement are concerned; that such coverage for additional insured shall apply as primary insurance and any other insurance, or self-insurance, maintained by COUNTY, its officers, agents and employees, shall be excess only and not contributing with insurance provided under CONTRACTOR's policies herein; and that this insurance shall not be cancelled or changed without a minimum of thirty (30) days advance, written notice given to COUNTY. In the event CONTRACTOR fails to keep in effect at all times insurance coverage as herein provided, the COUNTY may, in addition to other remedies it may have, suspend or terminate this Agreement upon the occurrence of such event. All policies shall be with admitted insurers licensed to do business in the State of California. Insurance purchased shall be purchased from companies possessing a current A.M. Best, Inc. rating of A FSC VII or better. VI. SOQ SUBMITTAL REQUIREMENTS The submittal shall be in two (2) parts. A. The submittal will enable the Selection Committee to appraise the general competence and qualifications of the appraisal firms. Please provide the listed information in the following sequence: 1. Firm name, address and phone number 2. Type of organization (sole-proprietorship, partnership, or corporation) 3. Firm principals who will be responsible for the project, and their educational background, credentials, training and experience 4. Key personnel (including all proposed sub-contractors, if applicable) who will work on the project with their educational background, credentials, training and experience on comparable projects 5. List of current staff, including job classification 6. Firm qualifications 7. Firm organization chart 8. List current projects or commitments for similar services in your office 9. List the name and phone number of at least five relevant client references 10. Appendix A – Pricing (as provided) Exhibit B RFSQ No. 18-035 8 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC B. Bidder to Complete: 1. Subcontractors: List all subcontractors that would perform work in excess of one/half of one percent of the total amount of your bid, and state general type of work such subcontractor would be performing. The primary contractor is not relieved of any responsibility by virtue of using a subcontractor: 2. Contractors License: Bidder to possess appropriate license for the project in accordance with current regulations/statutes. Possession of minimum five (5) years experience in performing the services being requested. The bidder shall possess a current State of California contractor’s License, Class C-20 for HVAC, C-36 for plumbing, etc., or another license class that covers the work to be performed. The proposal must indicate the license held by the bidder, which enables him/her to perform the work. If the license is other than a Class C-20 or C-36, the bidder must explain why his/her license(s) is acceptable. The County will review and determine if acceptable. Number and Class: Date of Issue: Bidder must also submit verification of Contractor’s License from the Department of Consumer Affairs – Contractors’ State License Board. Failure to submit verification may result in bidder’s response being considered non-responsive. Public Contract Code Section 7028.15: Where the State of California requires a Contractor’s license, it is a misdemeanor for any person to submit a bid unless specifically exempted. Exhibit B RFSQ No. 18-035 9 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC 3.DIR Acknowledgement: I acknowledge in accordance with labor Code Sections 1725.5 and 1770-1777.7, that I have registered with the Department of Industrial Relations (DIR) and all Certified Payroll Records will be uploaded to the DIR Website. Any additional requirements that materialize from the SB854 legislation will be complied with. Attached is verification of the DIR registration. (Authorized Signature) Title DIR Number DO NOT SUBMIT MORE INFORMATION THAN REQUESTED IN THIS RFSQ VII.SELECTION PROCEDURE A Selection Committee (hereinafter referred to as “the Committee”) will be formed to evaluate the SOQs and to make recommendations. The Committee will consist of representatives of the Department. The Committee will screen the SOQs to narrow consideration to those firms with qualifications and experience deemed especially qualified for this commission. The Committee will address the following criteria in its evaluations of the SOQs: A.Bidder is qualified to provide the requested services. B.Bidder demonstrates experience in the requested services. C.Bidder is capable of providing the requested services. The County reserves the right to conduct a background inquiry of each proposer which may include collection of appropriate criminal history information, contractual and business associations and practices, employment histories and reputation in the business community. By submitting a SOQ to the County, the proposer consents to such an inquiry and agrees to make available to the County such books and records the County deems necessary to conduct the inquiry. VIII.APPEALS Appeals must be submitted in writing within seven (7) working days after notification of proposed recommendations for award. A “Notice of Award” is not an indication of County’s acceptance of an offer made in response to this RFSQ. Appeals should be submitted to County of Fresno Purchasing, 4525 E. Hamilton Avenue, Fresno, California 93702-4599 and in Word format to gcornuelle@co.fresno.ca.us. Appeals should address only areas regarding RFSQ contradictions, procurement errors, selection discrepancies, legality of procurement context, conflict of interest, and inappropriate or unfair competitive procurement grievance regarding the RFSQ process. Purchasing will provide a written response to the complainant within seven (7) working days unless the complainant is notified more time is required. Exhibit B RFSQ No. 18-035 10 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC If the protesting bidder is not satisfied with the decision of Purchasing, he/she shall have the right to appeal to the Purchasing Agent/CAO within seven (7) working days after Purchasing’s notification; except if, notified to appeal directly to the Board of Supervisors at the scheduled date and time. If the protesting bidder is not satisfied with Purchasing Agent/CAO’s decision, the final appeal is with the Board of Supervisors. Exhibit B RFSQ No. 18-035 11 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18- 035 HVAC PARTS, SERVICE AND REPAIRS.DOC Appendix A - Pricing Parts and Materials – Please list how the county will be charged for parts and materials. (For example, “list -10%, list +10%, cost +/- %) Please attach additional documents if necessary. Time – Please describe how the County will be charged on an hourly basis. Please attach additional documents if necessary. Days (ex. Mon-Fri) Times (ex. 8am – 4pm) Regular Time: Over Time: Other: (describe) Regular Pay Overtime Pay Other: (describe) Master Level Technician Journeyman Level Technician Apprentice/Helper Exhibit B EXHIBIT C EXHIBIT C -1 COUNTY OF FRESNO HVAC PARTS, SERVICE, & REPAIRS RFSQ NO. 18-035 H V A C S H E E T M E T A L & P I P I N G • C O M M I S S I O N I N G • R E T R O - C O M M I S S I O N I N G P L U M B I N G • B U I L D I N G S E R V I C E S • P R O C E S S P I P I N G • E N G I N E E R I N G B I M / 3 - D M O D E L I N G • F A B R I C A T I O N • B U I L D I N G A U T O M A T I O N S Y S T E M S I N D U S T R I A L C O N S T R U C T I O N & P I P I N G • E N E R G Y S E R V I C E S • R I G G I N G Exhibit C-1 TABLE OF CONTENTS Firm Name / Address / Phone Number / Type of Organization 1 Firm Principal Responsible for the Project 2 Key Personnel for the Project 3 List of Current Staff 4 Firm Qualifications 5 Firm Organizational Chart 6 Current Projects or Commitments for Similar Services 7 References 8 Appendix A - Pricing 9 Acknowledgement of Addendum Number One 10 Exhibit C-1 Firm Name / Address / Phone Number / Type of Organization 1 Exhibit C-1 Contact: Stephen Alwan Service Sales Engineer salwan@accoservice.com 916-628-0058 4980 E. University Ave. #103, Fresno, CA 93727 Office: 559-251-2226 | Service: 800-598-2226 County of Fresno HVAC Parts, Service and Repairs - NO. 18-035 Statement of Qualifications Submittal Firm Name: ACCO Engineered Systems, Inc. Type of Organization: Corporation April 5, 2018 Exhibit C-1 Firm Principal Responsible for the Project 2 Exhibit C-1 Resumé Stephen Alwan - ACCOUNT MANAGER Stephen Alwan - Account Manager 916.628.0058 | 916.520.2156 salwan@accoservice.com Experience | Education 2015-Present ACCO Engineered Systems, Sacramento, California Account Manager 2000-2015 IN-N-Out Burger, Sacramento, California Facility Manager 37 locations 1999-2002 Sacramento City College , Sacramento, California Mechanical Electrical Technology 1999-2000 High Tech Mechanical, Newcastle, California Service Technician Executive Summary With nearly 20 years of relevant industry and technical experience, Stephen has successfully implemented complex maintenance programs for clients throughout the West Coast. Stephen works with his team to understand the unique needs of his customers and drive concept to successful completion with his strategic project management expertise. Project Experience County of Placer, Auburn, CA Description: Account Manager for Multi-Site Preventative Maintenance & Projects in over 3-million square feet. Farmers & Merchants Bank, Lodi, California Description: Account Manager for Multi-Site Preventative Maintenance & Projects. Northern California Power Agency, Roseville, California Description: Account Manager for Multi-Site Preventative Maintenance & Projects. Sun City Lincoln Hills, Lincoln, California Description: Account Manager for Multi-Site Preventative Maintenance & Projects. IN-N-Out Burger, Northern California and Nevada Description: Managed all Facility Service, Vendors, Projects, and Maintenance Personnel for 37 Locations 24/7. Paratransit, Sacramento, California Description: Account Manager for Preventative Maintenance, Projects, and Controls Upgrades. County of Placer, Auburn, CA Description: Account Manager for Multi-Site Preventative Maintenance & Projects. Exhibit C-1 Key Personnel for the Project 3 Exhibit C-1 Resumé Raymon Gonzales - HVAC TECHNICIAN SUPERVISOR Raymon Gonzales - HVAC Technician Supervisor 559.251.2226 rgonzales@accoservice.com Experience | Education 2005 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician Supervisor 1999 - 2005 Commair Mechanical, Fresno, CA HVAC Technician - Journeyman 1988 - 2005 Patton Sheet Metal, Fresno, CA Apprentice Executive Summary Duties: Servicing, repairing, replacing all HVAC equipment including boilers, chillers, cooling towers, built-ups, air compressors, VFD's, refrigeration, VAV;s, mini-splits, and VRF systems. Qualifications: 29 years of experience UA Local 246 Journeyman Backflow certified Able to read and interpret plans, schematics, control systems, equipment manuals, etc. Exhibit C-1 Resumé Mark Weldon - HVAC TECHNICIAN Mark Weldon - HVAC Technician 559.375.8196 mweldon@accoservice.com Experience | Education 2009 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician - Foreman 2003 - 2009 Johnson Controls, Fresno, CA Technician - Journeyman 1998 - 2003 The ICEE Company , Fresno, CA Technician Executive Summary Duties: HVAC mechanical repair and service of chillers, boilers, package equipment, split systems, VFD's, cooling towers, EMS systems install and service, VAV systems, refrigeration. Qualifications: 20 years experience UA Local 216 Journeyman Backflow certified Able to read and interpret plans, schematics, control systems, equipment manuals, etc. Exhibit C-1 Resumé Alfonso Ramos - HVAC TECHNICIAN Alfonso Ramos - HVAC Technician 559.217.2923 aramos@accoservice.com Experience | Education 2004 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician - Journeyman 2004 - 2004 ARC Comfort Systems , Visalia, CA HVAC Technician - Journeyman 2003 - 2003 Cal-Air, Fresno, CA HVAC Technician - Journeyman 2001 - 2002 Hill Phoenix , Fresno, CA HVAC Technician - Journeyman 1998 - 2001 Comm-Air, Fresno, CA HVAC Technician - Journeyman 1989 - 1998 Patton Sheet Metal , Fresno, CA Apprentice Executive Summary Duties: Servicing, repairing, replacing all HVAC equipment including, boilers, chillers, cooling towers, built-up systems, air compressors, VFD's, refrigeration equipment, VAV's, mini-split systems, and VRF systems. Qualifications: 30 Years of Experience U.A. Local 246 Journeyman 5 Years Apprentice School West Land College - Refrigeration Bachelors Degree EPA Universal Certified Able to Read and Interpret Plans, Schematics, Control Systems, Equipment Manuals Exhibit C-1 Resumé Asuncion Garcia - HVAC TECHNICIAN Asuncion Garcia - HVAC Technician 559.682.2158 agarcia@accoservice.com Experience | Education 2013 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician - Apprentice 2008 - 2013 United States Marine Corps. Department of Defense Executive Summary Duties Include: Servicing, repairing, replacing, installing all HVAC equipment including boilers, chillers, cooling towers, built-ups, air compressors, VFD's. refrigeration, VAV's, mini-split systems, and VRF systems. Qualifications: 5 years of experience UA Local 246 Apprentice Backflow certified OSHA 30 certified ABPA Backflow certified Able to read and interpret plans, schematics, control systems, equipment manuals, etc. Exhibit C-1 Resumé Catarino Jimenez - HVAC TECHNICIAN Catarino Jimenez - HVAC Technician 559.333.7823 cjimenez@accoservice.com Experience | Education 2009 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Service Technician - Apprentice 2008 - 2009 Strategic Mechanical , Fresno, CA HVAC Technician - Tradesman 2005 - 2008 Commair Mechanical / Carrier, Fresno, CA HVAC Technician Executive Summary Duties: Servicing, repairing, installing all HVAC equipment. Qualifications: 13 Years of Experience EPA Universal Certified Able to Read Schematics, Plans, Equipment Manuals Exhibit C-1 Resumé Francisco Hernandez - HVAC TECHNICIAN Francisco Hernandez - HVAC Technician 559.309.0879 fhernandez@accoservice.com Experience | Education 2012 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician - Journeyman 2005 - 2010 UA Apprenticeship Program, Fresno, CA Certificate of Completion 2003 - 2012 Commair / Carrier, Fresno, CA HVAC Technician - Journeyman 1998 - 2003 Dave's Heating & Air, Visalia, CA HVAC Technician 1997 - 1998 College of the Sequoias, Visalia, CA Environmental Controls Certificate Executive Summary Duties: Servicing, repairing all brands HVAC equipment, Boilers, Steam Boilers, Hydronic, Domestic Water Heating Application, Comfort Cooling and Process Chillers, Cooling Towers, Build-Up Systems, Controls Systems, Air Balance, New Equipment Start-Up, Large Data Center Cooling Application Units, Commercial Rooftop Units, Mini Split Units, Ice Machines, Walk-In - Reach-In Refrigeration. Qualifications: Brazing Certification CPR / OSHA 10 Back Flow Tester EPA Universal Carrier 23 XRV Chiller Operator Certification Exhibit C-1 Resumé Frank Barbosa - HVAC TECHNICIAN Frank Barbosa - HVAC Technician 559.994.1302 fbarbosa@accoservice.com Experience | Education 2012 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician - Journeyman 2007 - 2012 Val-Air/Sigler, Fresno, CA Inside Sales 2002 - 2007 Cal-Air / Johnson Controls, Fresno, CA HVAC Technician Executive Summary Duties: Servicing, repairing, and replacing all HVAC equipment. Install and commission building automation systems. Qualifications: 10 years HVAC trades experience 5 years Apprenticeship Program from UA Local 246 Backflow certified Able to read plans and schematics Exhibit C-1 Resumé Franklin Ventura - HVAC TECHNICIAN Franklin Ventura - HVAC Technician 559.753.5374 fventura@accoservice.com Experience | Education 2013 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician - Apprentice 2008 - 2013 Ferguson Plumbing Supply, Fresno, CA Warehouse & Counter Sales 2005 - 2008 Sears, Fresno, CA Automotive Technician Executive Summary Duties: Servicing, repairing, and installing all HVAC equipment. Qualifications: 5 years of experience 5 years general mechanic Backflow certified Able to read plans and schematics Exhibit C-1 Resumé Joshua Arganda - HVAC TECHNICIAN Joshua Arganda - HVAC Technician 559.496.9770 jarganda@accoservice.com Experience | Education 2013 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician - Apprentice 2011 - 2013 Spangle Air, Fresno, CA Service Technician 2010 San Joaquin Valley College, Visalia, CA Associates of Science Degree Executive Summary Duties: Servicing, repairing, replacing all HVAC equipment including boilers, chillers, cooling towers, field built-up systems, air compressors, DDC controls, pneumatic controls, pumps, VFS's, refrigeration, VAV's, ductless split systems, domestic booster pump stations. Qualifications: Niagara AX certified Niagara N4 certified Backflow certified Able to read and interpret plans, schematics, control systems, equipment manuals, etc. Exhibit C-1 Resumé John Simas - HVAC TECHNICIAN John Simas - HVAC Technician 559.403.6748 jsimas@accoservice.com Experience | Education 2013 - Present ACCO Engineered Systems, Inc, Fresno, CA HVAC Technician - Journeyman 2002 - 2013 Johnson Controls, Fresno, CA HVAC Technician - Journeyman 1999 - 2002 Atlas Trujillo Installer Executive Summary Duties: Servicing, repairing, replacing all HVAC equipment including boilers,chillers, cooling towers, built-up systems, air compressors, VFD's, refrigeration, VAV's, mini split systems, and VFR systems. Order materials Coordinate crane lifts Line out other technicians on projects Install new and retro-fit old control systems Pipe fitting Qualifications: 19 years of experience U.A. Local 246 Journeyman Backflow certified Able to read and interpret plans, schematics, control systems, equipment manuals Exhibit C-1 Resumé Rene Alvarado - HVAC TECHNICIAN / SERVICE PLUMBER Rene Alvarado - HVAC Technician / Service Plumber 559.470.9025 ralvarado@accoservice.com Experience | Education 2015 - Present ACCO Engineered Systems, Inc., Fresno, CA HVAC Technician / Service Plumber 2013 - 2015 Dees Plumbing, Fresno, CA Industrial Service Plumber 2012 - 2014 A&B Plumbing, Fresno, CA Plumbing Installer Executive Summary Duties: Servicing and repairing plumbing fixtures. Light electrical experience. Exhibit C-1 List of Current Staff 4 Exhibit C-1 Name Email Phone Number Office Job Classification Alfonso L. Ramos aramos@accoservice.com 559-217-2923 Fresno Field Tech Asuncion Garcia agarcia@accoservice.com 559-682-2158 Fresno Field Tech Catarino E. Jimenez cjimenez@accoservice.com 559-333-7823 Fresno Field Tech Francisco D. Hernandezfhernandez@accoservice.com 559-903-0879 Fresno Field Tech Frank Barbosa fbarbosa@accoservice.com 559-994-1302 Fresno Field Tech Franklin D. Ventura Jr.fventura@accoservice.com 559-753-5374 Fresno Field Tech Joey Hernandez jmhernandez@accoes.com 559-358-9112 Fresno Sheet Metal John Simas jsimas@accoservice.com 559-403-6748 Fresno Field Tech Johnny Almanza jalmanza@accoservice.com 559-412-9091 Fresno Sales/Account Management Joshua Arganda jarganda@accoservice.com 559-496-9770 Fresno Field Tech Kimberly M. Manning kmanning@accoservice.com 559-251-2226 x5850 / 559-908-9841 Fresno Billing Mark G. Weldon mweldon@accoservice.com 559-375-8196 Fresno Foreman Paolo Burgos pburgos@accoservice.com 559-408-8097 Fresno Field Tech Paul J. Bernard pbernard@accoservice.com 559-930-9424 Fresno Piping Raymon J. Gonzales rgonzales@accoservice.com 559-251-2226 x224 / 559-567-1514 Fresno Field Supervisor Rene Alvarado ralvarado@accoservice.com 559-470-9025 Fresno Plumbing Robert R. Kranovich rkranovich@accoes.com 559-333-7886 Fresno Sales/Account Management Sean Mcgrail smcgrail@accoservice.com 559-394-9991 Fresno Dispatch Michael Potts mpotts@accoservice.com 916-325-1759 Sacramento Management Leilani Broadbridge lbroadbridge@accoservice.com 916-600-4590 Sacramento Administrative/Sales Support Mele Arrizon marrizon@accoservice.com 916-200-9567 Sacramento Administrative/Sales Support Priscilla Deguzman pdeguzman@accoservice.com 916-596-5174 Sacramento Administrative/Sales Support Jocelyn David jdavid@accoes.com 650-892-5201 Sacramento Administrative/Sales Support Stephen Alwan salwan@accoservice.com 916-628-0058 Sacramento Sales / Accout Management Exhibit C-1 Firm Qualifications 5 Exhibit C-1 Building Services ACCO has one of the largest and most experienced service departments in the nation. We provide service and long-term maintenance agreements to over 7,600 accounts throughout the Western United States. Properly maintained mechanical and control systems conserve energy, increase productivity and satisfy the needs of owners, tenants and production managers. ACCO field service mechanics are trained signatory apprentices and journeymen dedicated solely to servicing HVAC mechanical systems, DDC Controls systems and water treatment applications. ACCO has one of the most modern fleets in the industry. We have over 300 truck-based mobile field mechanics who can respond on site in less than 4 hours, 24 hours a day, 7 days a week. ACCO streamlines the Customer – Contractor experience by having a single point of contact approach. Your Project Manager’s responsibility is to get your job done ... on time and on budget. ACCO pioneered this single source of responsibility to ensure that we adhere strictly to all of the project requirements, quality demands and time schedules. ACCO’s engineering team can handle any size and any type of project, from a small package system to a complex manufacturing facility. We have the experience and know-how to ensure that your system will run efficiently and deliver the best possible results tailored to your needs. Preventive Maintenance Protect your mechanical system investment. Equipment Repairs Get your system back up and operating, quickly and expertly, minimizing impact on process and building operations. Equipment Modernization Replace, upgrade, modernize, and retrofit your system due to age, obsolescence, or energy efficiency. “Just-In-Time” Service Delivery Guaranteed two-hour emergency response time for our contract customers. Qualified Technicians The best and most highly trained in the industry. Chiller Service Our Centrifugal Group specialists are trained and certified to service and repair all types of chillers. Water Treatment Our qualified technicians can prevent tube fouling; maintaining system capacity and efficiency. Tenant Improvements Prevent employee discomfort, reduced productivity, loss of revenue, and increased vacancies. Direct Digital Controls Designed and installed by ACCO, provide operational efficiency in your processes and building. Commissioning Services Ensures that the performance of installed equipment and its peripheral systems operate at their peak by adhering to the design specifications. Predictive Diagnostic Services Offers an early warning system, which alerts and minimizes possible equipment failures before it happens. Exhibit C-1 Firm Organizational Chart 6 Exhibit C-1 ACCO – COUNTY OF FRESNO ORG CHART Stephen Alwan Account Manager Ray Gonzales HVAC Tech Supervisor HVAC Technicians Mark Weldon Alfonso Ramos Asuncion Garcia Catarino Jimenez Francisco Hernandez Frank Barbosa Franklin Ventura Joshua Arganda John Simas Rene Alvarado Michael Potts Service Branch Manager Exhibit C-1 Current Projects or Commitments for Similar Services 7 Exhibit C-1 Current Projects for Similar Services County of Placer HVAC Maintenance / Service 45+ Sites Auburn, CA City of Redding HVAC Maintenance / Service 75+ Sites Redding, CA Granum Partners HVAC Maintenance / Service National University Fresno, CA Granum Partners HVAC Maintenance / Service Atruim Bldg Fresno, CA Granum Partners HVAC Maintenance / Serivce River Park Corporate Center Fresno, CA Granum Partners HVAC Maintenance / Service 8 East River Park Building Fresno, CA Fig Garden Offices, LLC HVAC Maintenance / Service Fig Garden Fresno, CA Heritage Center, LLC HVAC Maintenance / Service Heritage Center Fresno, CA Zinkin Development HVAC Maintenance / Service McCormick Barstow Bldg Fresno, CA Zinkin Development HVAC Maintenance / Service 5 Park Place Fresno, CA Zinkin Development HVAC Maintenance / Service 45 E. River Park Place West Fresno, CA ML Street Properties HVAC Maintenance / Serivce Tower at Convention Center Fresno, CA Exhibit C-1 References 8 Exhibit C-1 References 1 of 1 Granum Partners:l Carol Stair - 559.431.7703 Zinkin Development:l Phil Andrews - 559.224.8100 ML Street Properties:l Nicole Daly - 559.268.6086 Heritage Center, LLC:l Sylvia Helm - 480.364.0392 County of Placer Facility Services:l Dan Slifer - 530.889.6801 Exhibit C-1 Appendix A - Pricing 9 Exhibit C-1 Acknowledgement of Addendum Number One 10 Exhibit C-1 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18-035 ADDENDUM 1.DOC COUNTY OF FRESNO ADDENDUM NUMBER: ONE (1) RFSQ NUMBER: 18-035 HVAC PARTS, SERVICE AND REPAIRS Issue Date: March 27, 2018 CLOSING DATE: APRIL 6, 2018 AT 2:00 P.M. Submit all Questions and Quotations on the Bid Page at Public Purchase. For assistance contact Bryan Hernandez at (559) 600-7110. NOTE THE ATTACHED ADDITIONS, DELETIONS AND/OR CHANGES TO THE REQUIREMENTS OF REQUEST FOR STATEMENT OF QUALIFICATIONS NUMBER: 18-035 AND INCLUDE THEM IN YOUR RESPONSE. PLEASE SIGN AND RETURN THIS ADDENDUM WITH YOUR STATEMENT OF QUALIFICATIONS.  QUESTIONS AND ANSWERS ACKNOWLEDGMENT OF ADDENDUM NUMBER ONE (1) TO RFSQ 18-035 COMPANY NAME: (PRINT) SIGNATURE: NAME & TITLE: (PRINT) Purchasing Use: BH:yj ORG/Requisition: 8935 / 1321801109 Exhibit C-1 Addendum No. ONE (1) Page 2 Request for Statement of Qualifications Number: 18-035 March 27, 2018 G:\PUBLIC\REQUESTS FOR QUALIFICATIONS\FY 2017-18\18-035 HVAC PARTS, SERVICE AND REPAIRS\18-035 ADDENDUM 1.DOC QUESTIONS AND ANSWERS Q1. Do bidders submit all bid responses online? In the SOQ (page 7, VI.) it states bids will be submitted in 2 parts. Please specify how you would like the (2) parts submitted. Qualifications as one upload/file and pricing as the other upload/file? A1. All bid responses are to be submitted online through Public Purchase. You can submit one file as long as it has the information required in parts A and B of Section VI and with the Pricing. Q2. Are you requiring to have a C-20 AND C-36 or a C-20 OR a C-36? A2. Vendors are only required to possess the appropriate license for the type of work they will perform. Vendors may have either a C-20 for HVAC or a C-36 for Plumbing for the specific services they will perform according to section II. Scope of Work under Service. If other than a C-20 or a C-36, the bidder must explain, why his/her license(s) is acceptable in performing the requested work. For example, if a vendor is only providing HVAC services, then they must have a C-20 license. If a vendor is only providing Plumbing services, then they must have a C-36 license. If a vendor is providing both services, then they must have both a C-20 and C-36 licenses. Q3. The RFSQ N. 18-035 references attachment A Board of Supervisors' Master Agreement or Procurement Master Agreement. I'm not able to find the attachment online. Where can I get the attachment A? A3. Please disregard the following on page 2 Table of Contents of the RFSQ: Attachment: ***Board of Supervisors’ Master Agreement or ***Procurement Master Agreement There is no attachment for this RFSQ. Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Exhibit C-1 Monday - Friday8am - 5pmMonday - Friday5pm - 8amSaturday - Sunday12am - 11:59pmPresidents Day, Memorial Day, Fourth of July,Day after Thanksgiving12am - 11:59pmDouble Time Holidays: New Years Day, Labor Day,Thanksgiving Day, Christmas Day.12am - 11:59pm$123.00$184.50Double Time: $246.00List -10%$112.00$168.00$224.00Truck Charge: $50Exhibit C-1 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-2 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 1: Firm name, address and phone number New England Sheet Metal and Mechanical Co. 2731 S. Cherry Avenue Fresno, California 93706 Office: (559) 268-7375 Fax: (559) 268-5018 Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 2: Type of Organization Type of Organization – Corporation (see attached California Secretary of State Statement of Information) Exhibit C-3 Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 3: Firm Principals John D. Sloan, President & CEO • Since 1993, has been employed by the Lyles Construction Group, of which New England Sheet Metal and Mechanical Co, is a member • Bachelor of Science in Construction, Arizona State University, 1992 • Management Trustee of Northern California Pension Trust Fund (SMWIA) • LEED AP, BD+C (Credential ID 10626217-AP-BD+C) valid through 05MAY2019 • Associate Design Build Industry Association (DBIA ID #131001) • OSHA 30-Hour (36-601436601, issued 01/30/2017) • RMO for CSLB #433674 (multiple classifications) • 25 years of experience delivering projects small to large, various delivery methods • Multiple industry training seminars, courses and sessions Michael Hensley, Senior Vice President • Since 2017, employed by the Lyles Construction Group, of which New England Sheet Metal and Mechanical Co, is a member • CEO and Board member of New England Sheet Metal Works Inc. 2010-2017 • GM Mesa Energy EMCOR 2006 -2010 • CEO of ARC Comfort Systems USA 2004-2006 • Vice President of Cal Air Central California 2001-2004 • Management of SMART JATC apprenticeship program • Industry Membership of MSCA, MCAA, SMACNA • 38 years of experience delivering projects small to large, various delivery methods • Multiple industry training seminars, courses and sessions • Industry Apprenticeship UA local 246 1984-1990 Joshua R. Wilkinson, Vice President • Since 2001, has been employed by the Lyles Construction Group, of which New England Sheet Metal and Mechanical Co, is a member • Bachelor of Science in Construction, California State University Fresno, 1998 • Member of Associated General Contractors of America • Member of California Water Environment Association • Member of California State University Fresno, Construction Management Advisory Board • 17 years of experience delivering projects small to large, various delivery methods • Multiple industry training seminars, courses and sessions Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 4: Key Personnel Tech Name Classification Years in Trade Abel Lara Lead Journeymen 14 Certifications: Osha 10,Trane Intelipak, Honey well VFD, Johnson VFD, ABB Training, Fulton pulse boiler start up and commissioning, Manitowoc ice machine certification, McQuay turbocor certification, Multistack chiller training Tech Name Classification Years in Trade Patrick Moore Lead Journeymen 18 Certifications: UA local star certification, Osha 30, Ward flex installation, Aaon certified, Honeywell VFD service and start up, Danfoss VFD service and start up, Siemen’s VFD service and start up, Daikin VRF, Mitsubishi VRF Tech Name Classification Years in Trade Jay Phipps Journeyman/ Controls 39 Certifications: Osha 10, Daikin VRF, Mitsubishi VRF training, LG VRF training, ABB VFD, Honeywell VFD, Johnson VFD, Allan Bradley, Danfoss VFD, Manitowoc ice machine certification Tech Name Classification Years in Trade Nathan Davies Journeyman 31 Certifications: Osha 10, Honeywell VFD, Camus boiler, Fulton Boiler, Rite steam boilers, Trane intelipak, B&G Pump rebuild, Manitowoc ice machine certification Tech Name Classification Years in Trade Jose Torres Journeyman 25 Certifications: Osha 10, Daikin VFR, Camus boiler, Trane Intelipak, Manitowoc certification Tech Name Classification Years in Trade Mike Rettig Journeyman 34 Certifications: Osha 10, Daikin VRF, Mitsubishi VRF training, LG VRF training, ABB VFD, Honeywell VFD, Johnson VFD, Allan Bradley, Danfoss VFD, Manitowoc ice machine certification, McQuay Turbocor training, York Chiller training Exhibit C-3 Tech Name Classification Years in Trade Jason Lopez Journeyman 15 Certifications: Osha 10, Daikin VRF, Camus boiler, Trane intelipak, Manitowoc certification Tech Name Classification Years in Trade Aaron Cornwell Journeyman/ Controls 20 Certifications: Johnson controls training (Facility explorer and metasys), Siemen’s controls Training, Honeywell controls certified, Delta controls certified, Tridium N4 certified, Distech controls certified, Honeywell VFD certified, Johnson VFD certified, Tridium analytics certified Tech Name Classification Years in Trade Felix Roacha Journeyman 10 Certifications: Osha 10, Daikin VRF, Mitsubishi VRF training, LG VRF training, ABB VFD, Honeywell VFD, Johnson VFD, Back flow preventer test and repair cert, Manitowoc ice machine certification Tech Name Classification Years in Trade Danny Fuentes Apprentice 15 Certifications: Osha 10, Daikin VRF, Camus boiler, Trane intelipak, Manitowoc certification Tech Name Classification Years in Trade Gabe Gonzalez Apprentice 14 Certifications: Osha 10, MRI Chiller certified, Daikin VRF, Honeywell VFD, ABB VFD, Johnson VFD, Allan Bradley VFD, Aaon Start up and service Tech Name Classification Years in Trade Tony Bautista Apprentice 12 Certifications: Osha 10,MRI Chiller certified, Daikin VRF, Honeywell VFD, ABB VFD, Johnson VFD, Allan Bradley VFD, Aaon Start up and service, York chiller training Tech Name Classification Years in Trade Robert Toro Apprentice 9 Certifications: Honeywell VFD Certification, Manitowoc ice machine certification Tech Name Classification Years in Trade Israel Segura Apprentice 9 Certifications: Honeywell VFD Certification, Manitowoc ice machine certification Tech Name Classification Years in Trade Simon Cruz Apprentice 8 Certifications: Honeywell VFD Certification Exhibit C-3 Tech Name Classification Years in Trade Jake Jansma Apprentice 4 Certifications: Honeywell VFD Certification, Manitowoc ice machine certification Tech Name Classification Years in Trade Leopoldo Aceves Apprentice 3 Certifications: Honeywell VFD Certification, Manitowoc ice machine certification Tech Name Classification Years in Trade Jefferson Gamboa Apprentice 2 Certifications: Honeywell VFD Certification, Manitowoc ice machine certification Tech Name Classification Years in Trade Isaac Mendoza Apprentice 1 Certifications: None Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 5: List of Current staff Administrative Staff: Matt Grabowski – Sales Manager Robert Flores – Service Project Manager Charles Franks – Controls Manager John Niewind – Customer Service Representative (CSR) Jamie Szutowicz – Office Administrator Raquel White – Customer Service Representative Dispatcher Crystal Villa – Service Clerk Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 6: Qualifications New England Sheet Metal and Mechanical Co. (NESM) is preeminently qualified to deliver the services identified in this procurement. We have demonstrated experience in the precise scope of work as requested and are uniquely qualified as follows: Safety We value safety as our first priority and have an exemplary safety record and have been recognized by our peer groups in both local, statewide and NATIONAL awards. Our clients get the benefit of reduced labor rates through reduced premiums as well as avoiding the time consuming and production lowering impacts of accidents and injuries. A letter of our 0.91 EMR is included. Description 2nd Place National AGC Specialty Division (1st in CA), Recognized by CAL- SMACNA and MCAA 1st Place AGC-CA Specialty Division, Recognized by CAL-SMACNA and MCAA 2nd Place AGC-CA Specialty Division, Recognized by CAL-SMACNA and MCAA 1st Place National MCAA, 2nd place AGC-CA Specialty Division, CAL-SMACNA Award Financial Strength We are a debt free, 3rd generation, privately held company founded in the California Central Valley in 1945. Although not requested nor included in our current pricing, we have a bonding capacity of $1,000,000,000 single project, and $2,000,000,000 aggregate at an industry leading rate (0.4%) that affirms our financial strength. A letter from our bonding company is included. Industry Support and Engagement NESM and/or our employees are active members in the following Associations: • Mechanical Service Contractors of America (MSCA) • Mechanical Contractors Association of America (MCAA) • Sheet Metal & Air Conditioning Contractors’ National Association (SMACNA) • Association of Energy Engineers (AEE) • Green Building Certification Institute (GBCI / LEED AP) • Lean Construction Institute (LCI) • American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE) Exhibit C-3 Capacity We currently have a service department of approximately 20 qualified service technicians that are available to be deployed. We also employ a full staff of personnel to support our technicians. Although not requested by the RFSQ we also have a staff of registered professional mechanical engineers and full project management and estimating departments. Experience Our technicians have expertise and decades of experience with every type and manufacturer of equipment listed in the RFSQ. Skilled Craftspersons We are signatory to United Association Plumbers and Pipefitters Local 246 from whom we get all of our technicians. Robust apprenticeship programs at this local ensures we have the most qualified and efficient employees. We are fully compliant with all apprenticeship, prevailing wage and related statutory requirements. Locally Based Our yard, office, shops and main dispatch point are located at 2731 S. Cherry, Fresno, CA 93706 in order to efficiently and effectively serve Fresno County. We are situated on 10-acres of paved property with multiple offices, shops and warehouses. Our corporate office is also located in Fresno and a vast majority of our employees reside in Fresno County. Additional documents included herein for this Item 6 of Part A: 1) California Contractors License Detail Sheet 2) Bonding Capacity letter 3) Experience Modification Ratio (EMR) Letter 4) Insurance A.M. Best Letter Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 7: Organizational Chart Organizational Chart – See attached Exhibit C-3 Fresno County HVAC Parts, Service and Repairs RFSQ No. 18-035 Organization Chart Mike Hensley Senior Vice President Matt Grabowski Service Manager John Sloan Project Executive Crystal Villa Service Clerk Joshua Wilkinson Vice President Service Department Bob Flores Service Project Manager Mike Rettig Journeyman Jamie Szutowicz Office Administrator Raquel White CSR Dispatcher John Newind CSR Charles Franks Controls Manager Abel Lara Lead Journeyman Patrick Moore Lead Journeyman Jose Torres Journeyman Nathan Davies Journeyman Jason Lopez Journeyman Aaron Cornwell Journeyman Felix Rocha Apprentice Gabe Gonzalez Apprentice Simon Cruz Apprentice Tony Bautista Apprentice Israel Segura Tradesman Jeff Lindenmeyer Plumber Jake Jansma Apprentice Jefferson Gamboa Apprentice Robert Toro Apprentice Leopoldo Aceves Tradesman Danny Fuentes Tradesman Isaac Mendoza Tradesman Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 8: Current Projects Current Projects a) Clovis Community Hospital: Chiller, Cooling tower, Pumps, VFD’s, Domestic water Skid under contract b) Clovis Community Hospital Medical office buildings: (3) three Multi story buildings with VFR system under monthly maintenance for mechanical and controls c) Save Mart Center: Chiller, Pumps and Cooling towers under contract d) York Rental Fleet: Boilers, Chillers, Pumps and Air handlers under contract e) Fresno Heart Hospital: Chillers, Cooling tower and Air handlers under contract f) Fresno State Residents Dining Hall: Boilers, Chiller, Cooling tower, Pumps, Refrigeration, controls and Air Handlers under contract. g) Fresno State Student Union: Chiller, Cooling tower, Pumps, Refrigeration, controls and Air Handlers under contract. h) Fresno State Satellite Student Union: Pumps, Controls and Air Handlers under contract. i) Fresno State Student housing buildings: Chiller, Cooling tower, Pumps, Refrigeration, Boilers and Air Handlers under contract. j) First 5 Fresno County Building: VRF system and controls under contract k) Democratic Party Healthcare call center: Large Rooftop Package units and controls system under contract l) Fresno Community Hospital Medical Office Buildings: Large Rooftop Package, Cooling tower, water source heat-pumps and controls system under contract m) St. Anthony’s Church and School: Boilers, Chillers, Air handlers, controls and package units under contract n) Fresno Unified School District: Current contract is for the entire district mechanical and controls PM Service o) Clovis Unified School District: Current contract is a Mechanical and controls pilot PM program p) Lance Kashian Co. Property Management: Current contract is for HVAC maintenance services on (5) five multi-story office buildings with large package VAV systems, Chiller, boiler, air handler with VAV units and controls. We also provide HVAC services for the entire River park campus and the new Campus Point area, which equates to about 500 pieces of roof top equipment that we service. Exhibit C-3 As you can see New England Sheet Metal and Mechanical Co. services many customers that are high profile and strives to meet and exceed their expectations every day. While this list is not our only customer base, it is a portion of customers that share the same level of difficulty as far as equipment and sites are concerned. We would be more than happy to take over your PM service and become a trusted partner to take your business to the next level. Exhibit C-3 Exhibit C-3 Project: Number 18-035: HVAC Parts, Service and Repairs SOQ Submittal Requirements Subject: Part A, Item 9: Client References 1) Fresno Unified School District Contact: Danny Anderson Office Number: 559-647-9923 Email: William.anderson@fresnounified.org 2) Save Mart Center Contact: Sean McElhinney Office Number: 559-278-3417 Email: Smcelhinney@savemartcenter.com 3) St. Anthony’s Church and School Contact: Chris Shively Office Number: 559-439-0124 Email: cshiveley@stanthonyfresno.org 4) Clovis Community Medical Center Contact: Alex Torres Office Number: 559-259-8460 Email: Atorres@communitymedical.org 5) Lance Kashian Company Contact: Isaac Gonzalez Office Number: 559-289-3990 Email: igonzalez@lance-kashian.com Exhibit C-3 Exhibit C-3 Appendix A - Pricing Parts and Materials – Please list how the county will be charged for parts and materials. (For example, “list -10%, list +10%, cost +/- %) Please attach additional documents if necessary. Time – Please describe how the County will be charged on an hourly basis. Please attach additional documents if necessary. Days (ex. Mon-Fri) Times (ex. 8am – 4pm) Regular Time: Over Time: Other: (describe) Regular Pay Overtime Pay Other: (describe) Master Level Technician Journeyman Level Technician Apprentice/Helper Exhibit C-3 Exhibit C-3 B. Bidder to Complete: 1. Subcontractors: List all subcontractors that would perform work in excess of one/half of one percent of the total amount of your bid, and state general type of work such subcontractor would be performing. The primary contractor is not relieved of any responsibility by virtue of using a subcontractor: 2. Contractors License: Bidder to possess appropriate license for the project in accordance with current regulations/statutes. Possession of minimum five (5) years experience in performing the services being requested. The bidder shall possess a current State of California contractor’s License, Class C-20 for HVAC, C-36 for plumbing, etc., or another license class that covers the work to be performed. The proposal must indicate the license held by the bidder, which enables him/her to perform the work. If the license is other than a Class C-20 or C-36, the bidder must explain why his/her license(s) is acceptable. The County will review and determine if acceptable. Number and Class: Date of Issue: Bidder must also submit verification of Contractor’s License from the Department of Consumer Affairs – Contractors’ State License Board. Failure to submit verification may result in bidder’s response being considered non-responsive. Public Contract Code Section 7028.15: Where the State of California requires a Contractor’s license, it is a misdemeanor for any person to submit a bid unless specifically exempted. Exhibit C-3 Exhibit C-3 If the protesting bidder is not satisfied with the decision of Purchasing, he/she shall have the right to appeal to the Purchasing Agent/CAO within seven (7) working days after Purchasing’s notification; except if, notified to appeal directly to the Board of Supervisors at the scheduled date and time. If the protesting bidder is not satisfied with Purchasing Agent/CAO’s decision, the final appeal is with the Board of Supervisors. Exhibit C-3 Exhibit C-3 Legal NameRegistration Number CountyCityLicense Type/Number(s) Current StatusRegistration DateExpiration DateNEW ENGLAND SHEETMETAL ANDMECHANICAL CO.1000001449FRESNOFRESNOCSLB:433674Active06/08/201706/30/2018Exhibit C-3 Exhibit C-3 Exhibit C-3 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 Exhibit C-4 *** *** Chemicals Excluded: All chemicals used in HVAC water treatment. Exhibit C-4 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 Exhibit C-5 PROFESSIONAL: 2007 to Present: Area Service Manager, Trane US 2005 to 2007: Sales/Service Manager 1996 to 2005: HVAC Service Technician RESPONSIBILITIES / EXPERIENCE: My duties involve all operational aspects of the service business. This includes project set up, invoicing, accounts payable and receivable, inventory, and fleet management. I am involved in all aspects of service projects from estimation to completion. This includes budgets, performance, and job close out. For these projects I function as the primary interface between the customer, vendors, sub-contractors, internal expertise within the office, and project administration. I work very closely with our technicians to encourage individual growth through technical training programs and on the job mentoring. As the hiring manager I work with nationwide recruiters to acquire the top talent in the HVAC industry. As the local site Safety Officer I am responsible for developing and implementing our safety training programs for office staff as well as technicians. This includes our refrigerant management process and all state reporting required by the EPA. EDUCATION: CCOC Computer Technology Mission College Santa Clara – Computer Science Chad G. Casteel Area Service Manager Trane U.S. Inc. Exhibit C-5 Chan J. Kim, LEED AP Chan.Kim@trane.com 3026 N. Business Park Ave Ste 104 Fresno, CA 93727 (559) 647-2970 SUMMARY  Excellent self-starter with demonstrated ability to multi-task  Reliable and organized professional capable of adapting to new challenges  Never take “no” for an answer  Capable communicator WORK EXPERIENCE TRANE-Fresno Account Manager 2009 - Present (9 Years)  Office leader, consisting of (3) salesmen and (2) inside support personnel, starting 2017  Consult various different clients (contractor, engineers, and owners) to resolve any issues with Trane equipment  Provide customers with factory recommendations to avoid any catastrophic failure on Trane equipment  Work with various markets (Energy, Industrial, Hospital, School Districts , Municipalities, Mechanical Contractors, Mechanical Engineers)  Turned around customers (KDHD, Tulare County ,BCSD, etc) who previously stopped doing business with Trane resulting in close to $1,000,000 in revenue past two years  In-house product champion for Variable Refrigerant Flow (VRF) from 2012 to 2017  In-house product champion to launch Alliance custom air handling line in 2017 TRANE-Sacramento Project Management Intern June 2008 - September 2008 (4 months)  Worked closely with Project Manager to coordinate different subcontractors  Worked with Project Manager to keep projects under budget  Assisted with commissioning buildings TRANE-Sacramento Sales Intern June 2007 - September 2007 (4 months)  Got in touch with various parts of the business: contracting, controls, sales, fulfillment, etc.  Worked as a team to solve efficiency problems fulfillment team was having.  Created and implemented 5 processes to create an efficient fulfillment work environment. EDUCATION California Polytechnic State University, San Luis Obispo, California Bachelor of Science, Mechanical Engineer LEADERSHIP & INVOLVEMENT ASHRAE San Joaquin Chapter – President, VP Secretary ASHRAE San Joaquin Chapter – Student Chair Cal Poly ASHRAE Club – Vice President of Events Delta Chi – Pledge President Engineer-In-Training (EIT) U.S. Green Building Council LEED AP COMPUTER SKILLS  Proficient with Microsoft Word, Excel, and PowerPoint  Experience with social media and internet research Exhibit C-5 PROFESSIONAL: 2003 to Present: District Manager, Northern California/Nevada Trane 1995 to 2003: General Operations Manager, Northern California/Nevada Trane 1991 to 1995: Account Executive, Trane 1979 to 1990: VP Sales & Marketing, Air Systems, Inc. RESPONSIBILITIES / EXPERIENCE: Functions as leader of business activities for Northern California/Nevada Trane. Responsible for the development of short and long term strategic planning. Current duties include direct P&L responsibility for the Northern California/Nevada District of Trane Commercial Systems. Past position experiences and highlights include: Developed Sales and Marketing strategies for a large Design/Build Mechanical Contractor in San Jose. Developed a profitable aftermarket business focusing around providing solutions to owners. Participated on a National Service Board to develop vision and direction for Trane’s Service Business. EDUCATION: BS Environmental Engineering, California State University, San Luis Obispo PROFESSIONAL MEMBERSHIPS & SERVICES: SACTO VP Board of Directors- PEACE for Families Dale White Northern California/Nevada District Manager Trane U.S. Inc. Exhibit C-5 Exhibit C-5 ©2018 Trane All rights reserved Page 1 of 2 General Contractor Statement of Experience 1. Name of Firm: Trane U.S. Inc. Address of Firm: 3026 N Business Park Avenue Suite 104 Fresno, CA 93727 Phone Number: (559) 271-4625 2. Type of Organization: Corporation 3. Firm Principals who will be responsible for the project: Name Position Years’ Experience – See Resumes Attached Dale White Area Manager 27 John Reiner Operations Manager 33 Chad Casteel Area Service Manager 21 Chan Kim Account Manager 11 4. Key Personnel: Tech Years Training Experience Jeff 16 HVAC College. Refrigeration, boilers, pumps, heat pumps, gas packs, air cooled and water cooled chillers, building automation systems, and cooling towers. Maintenance, installation, and repair of packaged rooftop equipment, split systems, pumps, air cooled and water cooled chillers, and cooling towers. Jason 20 HVAC College. Refrigeration, boilers, pumps, heat pumps, gas packs, air cooled and water cooled chillers, building automation systems, cooling towers, and absorption chillers. Maintenance, installation, and repair of packaged rooftop equipment, split systems, pumps, air cooled and water cooled chillers, and cooling towers. Matt 12 HVAC College. Refrigeration, boilers, pumps, heat pumps, gas packs, air cooled and water cooled chillers, building automation systems, and cooling towers. Maintenance, installation, and repair of packaged rooftop equipment, split systems, pumps, air cooled and water cooled chillers, and cooling towers. Stanley 2 HVAC College. Refrigeration, boilers, pumps, heat pumps, gas packs, air cooled and water cooled chillers, building automation systems, and cooling towers. Maintenance, installation, and repair of packaged rooftop equipment, split systems, pumps, air cooled and water cooled chillers, and cooling towers. Trane U.S. Inc. dba Trane 4145 Delmar Ave Rocklin, CA 95677 Phone: (916) 577-1100, Fax: (866) 850-7456 Exhibit C-5 ©2018 Trane All rights reserved Page 2 of 2 5. Current Staff: Ingersoll Rand/Trane California District employs 7 Administrators, 81 Account Managers, 204 Technicians 6. Firm qualifications: Trane®, a brand of Ingersoll Rand®, is a world leader in air conditioning systems, services and solutions. Trane helps customers succeed by providing innovative solutions that optimize indoor environments through a broad portfolio of energy-efficient heating, ventilating and air conditioning systems, building, contracting and energy services, parts support and advanced controls for homes and commercial buildings. 7. Firm organization chart: Attached 8. Current projects or commitments for similar services in our offices: UC Davis Placer Unified School District Fresno Yosemite Airport Kaweah Delta Health Care Bakersfield Memorial Hospital 9. List the name and phone number of at least five relevant client references: Kaweah Delta Hospital Ricardo Dealba (559) 624-2446 Bakersfield Memorial Hospital Joshua Sharp (661) 327-4647 Kern County James Flad (661) 391-7977 City of Rancho Cordova Todd Humphrey (916) 524-0849 IRS Compliance Center Robin Adcock (559) 445-1013 Exhibit C-5 PROFESSIONAL: 2008 to Present: General Operations Manager, Trane US 2007 to 2008: Service Solutions Manager, Trane, a division of American Standard Inc. 2004 to 2006: District Service Manager, York International 2002 to 2004: Service Solutions Manager, Trane, a division of American Standard 1998 to 2003: Field Service Supervisor, Trane, a division of American Standard 1995 to 1997: Project Management, Trane, a division of American Standard 1981 to 1994: Service Technician, Trane RESPONSIBILITIES / EXPERIENCE: Function as the business leader overseeing business development, management of service, contracting, controls operations and on-site Facilities Management throughout the Northern California / Nevada district territory. Duties focus on process development, service delivery, technical development, and team building to deliver value based solutions with high level customer satisfaction. Highlights: As a business leader my experience has included the Management of HVAC Service. Contracting, and Controls businesses including daily Operations and Finances. Responsible to Develop and execute yearly business plan in alignment with corporate strategies. Implement Safety as a business value throughout the local organization. Attained corporate recognition for the implementation the local safety program and recognized as the Western Regional Champion. Served on various committees representing the local Trane office in areas such as product development, quality control and technician technical development Project management experience includes execution of complex service solutions, building controls and turnkey construction projects. Worked with project team to develop subcontractor SOW, oversee subcontract execution, coordination of trades, invoicing and payment. EDUCATION: University of Buffalo Computer Science Erie Community College AAS Computer Science PROFESSIONAL MEMBERSHIPS: East China Hill Community Service District Board Member John G. Reiner District General Operations Manager Trane U.S. Inc. Exhibit C-5 Exhibit C-5 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Exhibit D SELF-DEALING TRANSACTION DISCLOSURE FORM In order to conduct business with the County of Fresno (hereinafter referred to as “County”), members of a contractor’s board of directors must disclose any self -dealing transactions that they are a party to while providing goods, performing services, or both for the County. A self - dealing transaction is defined below: “A self-dealing transaction means a transaction to which the co rporation is a party and in which one or more of its board members has a material financial interest” The definition above will be utilized for purposes of completing this disclosure form. INSTRUCTIONS (1) Enter board member’s name, job title (if applicable), and date this disclosure is being made. (2) Enter the board member’s company/agency name and address. (3) Describe in detail the nature of the self -dealing transaction that is being disclosed to the County. At a minimum, include a description of the following: a. The name of the agency/company with which the corporation has the transaction; and b. The nature of the material financial interest in the Corporation’s transaction that the board member has. (4) Describe in detail why the self -dealing transaction is appropriate b ased on applicable provisions of the Corporations Code. (5) Form must be signed by the board member that is involved in the self -dealing transaction described in Sections (3) and (4). 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 (1) Company Board Member Information: Name: Date: Job Title: (2) Company/Agency Name and Address: (3) Disclosure (Please describe the nature of the self-dealing transaction you are a party to): (4) Explain why this self-dealing transaction is consistent with the requirements of Corporations Code 5233 (a): (5) Authorized Signature Signature: Date: EXHIBIT E - No Hostage Policy Authority: Title 15; Section 1327; California Code of Regulations Subject: Hostage Situations Policy Number: 326.0 Page: 1 of 2 Date Originated: April 1, 2004 Date Revised: February 1, 2008 It is imperative for the safety and security of all persons within Juvenile Justice Campus (JJC) facilities, as well as for those in the community, that minors are not allowed to leave the secure confines of the facilities by the taking of a hostage(s). If successful in securing a release through these means minors would be much more likely in the future to use this practice again in an attempt to escape the confines of the facilities. This would put those visiting and working at the JJC at higher level of risk and would jeopardize the safety of the community if the minor was in fact successful in securing his/her release. The JJC is a “no-hostage” facility. This means that minors will not be released from custody under any circumstances due to the taking of a hostage(s). Any staff person taken hostage, no matter what their rank or status, immediately loses their authority and any orders issued by that person will not be followed. I. HOSTAGE SITUATION PROCEDURES A. If any minor(s) and/or other person(s) in the facility attempt to hold any person hostage, and they do not respond to verbal commands to stop staff will immediately notify the Watch Commander. He/she will respond to the location and assess the situation. If a hostage situation is in progress the Watch Commander will: 1. Summon assistance from other officers as required. 2. Establish a secure perimeter around the hostage takers and allow no one to pass into it for any reason without authorization. Risks should not be taken that might allow the taking of additional hostages. 3. Evacuate all non-essential persons at the scene to a safe location or any housing pod that is not directly involved in the incident. 4. Direct officers to place minors in uninvolved housing pods in their rooms and have them remain there until directed otherwise. Minors outside of housing pods will remain in place under officer supervision until it is safe to return to their respective housing pods or any housing pod that is not directly involved in the incident. 5. Immediately notify the Director or the Probation Services Manager/Assistant Director in his/her absence and confer with higher authority as to action to be taken. Administration in turn will notify the Chief. B. The Fresno Sheriff’s Dispatch Center (488-3111) will be notified immediately and a request for a trained hostage negotiator and other emergency personnel will be made as needed. Prior to the arrival of the Sheriff Department’s hostage negotiator the Watch Commander will attempt to ascertain: Subject: Hostage Situation Policy #: 326.0 Page 2 of 2 1. The number and identity of both the hostages and hostage takers; 2. Any known weapons possessed by the hostage takers; 3. The demands of the hostage takers. C. The Watch Commander will retain and direct departing custody officers, as well as, available Probation peace officer staff to assist with security and safety needs, as necessary. Additional Juvenile Correctional Officers should be called in as may be needed to insure the safe and secure operation of the facility. D. The Watch Commander will coordinate with the Sheriff’s Department all activities taken to resolve the hostage situation, including the use of appropriate force, and will maintain control of the facility until relieved of that duty by the presence of a Probation Services Manager/Assistant Director, Director, or the Chief Probation Officer. E. Once the hostage situation has been resolved the minors involved should be housed in the most secure setting available and all appropriate charges should be filed. F. Each officer and/or non-sworn staff member who was involved or observed the incident will complete an incident report and if required, the appropriate critical incident evaluation report(s) regarding the details of the incident prior to the end of his/her shift. (See Incident Report, located in JAS Probation View, under “Word Templates”.) G. The Watch Commander will prepare a Critical Incident Investigation Report, using the Critical Incident Evaluation Report - Page 2 report form and the critical incident evaluation report(s) completed by the reporting persons at the time of the incident. II. PARENTAL AND MEDIA INFORMATION A. Attempts will be made at the direction of Administration to reach the families of the hostages to advise them of the situation. Notification will also be made to the parents of the hostage takers as deemed appropriate. B. All media inquiries will be referred to the Chief’s office per departmental policy. III. SECURITY AND OPERATIONAL REVIEW A. Once the incident has been resolved a team will be established to conduct a security and operational review of the incident. The review will be conducted within 2 days of the resolution of the incident. The review team will be comprised of the facility administrator and/or facility Director, Probation Services Manager/Assistant Director and Supervising Juvenile Correctional Officers who are relevant to the incident. The team will review the circumstances leading up to the incident and any necessary corrective action necessary to insure that such an incident does not repeat itself. Exhibit F – “NO HOSTAGE” POLICY EFFECTIVE DATE: 12-18-89 REVISED: 08-06-90, 12-25-94, 05-06-96, 09-01-99, 12-01-10 APPROVED BY: Sheriff M. Mims BY: Assistant Sheriff T. Gattie AUTHORITY: California Code of Regulations, Title 15, Section 1029(a)(7)(B) and Penal Code Section 236. PURPOSE: The purpose of this policy is to establish procedures which provide for the resolution of a hostage-taking incident while preserving the safety of staff, public, inmates, and hostages, and maintaining facility security. POLICY: The Fresno County Sheriff's Office Jail Division maintains a NO HOSTAGE FACILITY and will not consider bargaining with hostage takers for ANY reason. It is the policy of the Fresno County Sheriff's Office Jail Division that once any staff member is taken hostage, they immediately lose their authority and any orders issued by that person will not be followed regardless of their rank or status. It is the policy of the Fresno County Sheriff's Office Jail Division that the primary responsibility of all staff members in a hostage situation is to protect every person involved, if possible, from serious injury or death. PROCEDURES: I.DEFINITION HOSTAGE SITUATION: any staff member, citizen or inmate held against their will by another person for the purpose of escape, monetary gain or any reason which may place an individual in danger of losing life or suffering serious injury. II.NOTIFICATIONS, CONTAINMENT AND CONTROL OF THE SITUATION A.Emergency procedures and notifications shall be implemented as per Emergency Planning procedures (B-101/FILE: EMERGENCY).