REQUEST FOR PROPOSALS Prepared for Gorman Learning Center by EcoMotion, Inc. May 1, 2017

HVAC Replacement Gorman Learning Center 1826 Orange Tree Lane. Redlands CA 92374

A site-visit will be on: Wednesday, June 14, 2017 at 10:00am Proposals DUE on Friday, June 23, 2017

Table of Contents Section 1: Section 2: Section 3: Section 4: Section 5: Section 6: Section 7:

Introduction and Overview Statement of Project Scope of Services Payment Schedule Selection Criteria Solicitation Requirements and Response Schedule Proposal Content

Appendix A: Gorman HVAC Units to be Replaced Spreadsheet B: Insurance Requirements

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Section 1: Introduction and Overview Gorman Learning Center (GLC) is a non-profit charter school that provides an alternative to traditional schools. It offers individualized student learning driven by interest, innovation and flexibility. GLC has resources centers in specific geographic areas, namely in Redlands, Antelope Valley and Santa Clarita. At the resource centers, K-12 students can take supplemental enrichment classes in the subject areas of math, English, science, music, art and electives. This RFP focuses on the Redlands Resource Center that services 2,500 students and houses the GLC administration office. The building located on 1826 Orange Tree Ln, Redlands CA 92374 was built in 1984 and was purchased by GLC in 2005. The two story building covers a total gross area of approximately 24,000 square feet. During the 2015-2016 school year, the school had a total energy bill of $32,914 from the use of 145,270 kWh.

Section 2: Statement of Project Gorman Learning Center’s goal is to replace 12 HVAC split systems that vary in age. By replacing these units, GLC hopes to increase student comfort, and reduce overall operating cost of the GLC’s utility bills. GLC will leverage some of the Proposition 39 funds to purchase the system outright. GLC is seeking to replace the existing systems, but is open to the idea of improving the HVAC system design, possibly combining units that serve similar zones. Even open to exploring the idea of a central VRF system with ceiling mounted air handler units. Gorman Learning Center – HVAC Replacement RFP

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Section 3: Scope of Services The HVAC systems to be replaced are located in Appendix A. All heat pump condenser units are located on the second floor deck on top of the building as shown below. The air handler units are located in the attic space above the second floor ceiling with plenty of space for service and installation. All HVAC units have already been updated Honeywell THB series with Redlink internet gateway. All removal and disposal of replaced HVAC equipment is the contractor’s responsibility.

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System Design GLC prefers high efficiency equipment that meets Title 24 requirements. Even beyond that, GLC requires a minimum of 16 SEER efficiency for any new installation HVAC equipment. GLC is also interested in innovative HVAC design strategies that could eliminate the need for so many smaller tonnage AC system and equipment on the roof and in the attic. This could include combining systems that serve similar zones. Given the variable level of occupancy of the school, GLC will be attracted to proposals that use variable speed equipment, (2 stage condensers, variable speed AHU, and Variable Refrigerant Flow units) that adjust to the changing load profile inside the conditioned space. Load calculation for new HVAC systems will be an attractive piece of the proposal as well. All ductwork installation will require a duct blaster test to test the quality of the duct installation. GLC retains system design approval and must sign off on the proposed HVAC systems and components. Any changes to the original design must be approved by GLC.

Other Considerations Prevailing Wage: This project does not require prevailing wage. Platform, drywall and Ductwork Repairs: Proposers will be fully responsible for making any necessary repairs to the HVAC platforms to support new units. Contractor will be responsible if damage is incurred during installation to the ceilings and/or walls on site. In the event that the proposed system changes the size or layout of ductwork, the contractor will be responsible for new ductwork. Insulation Restoration: Contractor will be fully responsible for restoring any changes in the insulation level, that were moved around during removal of old equipment and installation of new equipment. Work Hours and Noise: Proposers are reminded that Gorman Learning Center maintains a quiet campus and noisy or disruptive work must be schedule in a way to minimize work hour disturbance. Smart Thermostat: GLC seeks a maintain all units with Honeywell thermostats with redlink internet gateway. Contractor will be responsible to reconnect unit and associated thermostat to redlink gateway and verify with GLC data is successfully transmitting.

Section 5: Payment Schedule Gorman Learning Center – HVAC Replacement RFP

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Proposers should indicate the desired payment schedule. Section 6: Selection Criteria The following selection criteria will be used to evaluate all proposals. Price GLC expects a competitive cost for installation and not to exceed amount of $198,844. This is the Prop 39 amount GLC has been approved to spend on the HVAC replacement by the California Energy Commission. Equipment and Installation Quality Quality components and well-designed HVAC system. Top tier components will be considered strongly. Experience Experience with this type of HVAC retrofit installation is preferred and references for similar projects in the SCE territory are expected. Warranties Effective and long lasting warranties are a plus. System Maintenance Proposal Proposers are expected to offer an annual maintenance package at reasonable rates.

Section 7: Site-visit, Solicitation Requirements and Response Schedule Site-visit A site-visit will be conducted Wednesday, June 14th at 10:00am. Meet in the Front Office. Email Don Dickinson at [email protected] to confirm your interest in attending and/or bidding by Tuesday, June 13th. All parties will receive relevant correspondence, including special announcements, any amendments to the RFP, and all Questions and Answers via e-mail.

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Questions and Answers All questions regarding this Request for Proposals can be submitted via e-mail to Don Dickinson at [email protected]. All answers will be distributed to all proposers. Questions will not be accepted after Wednesday, May 31st at the close of business. Gorman Learning Center Attn: Don Dickinson, F.M.O. Supervisor 1826 Orange Tree Ln.
 Redlands, CA 92374 Phone: (909) 307-6312, Ext 351
 [email protected]

Proposal Due Date This solicitation process begins on Thursday, June 8th, 2017 and continues until 5:00 PM, Pacific Standard Time on Friday, June 23rd, 2017, the closing time and date for submission of proposals.

Submission Format To be considered, proposers must provide the proposal along with all required information as specified in this Request for Proposals. Proposals must be submitted to: Gorman Learning Center Attn: Don Dickinson, F.M.O. Supervisor 1826 Orange Tree Ln.
 Redlands, CA 92374 Phone: (909) 307-6312, Ext 351
 Email: [email protected] Electronic proposal submittals are encouraged. Proposers’ Requirements In order to have a proposal considered for award, proposers must be prepared to comply and provide GLC with the following requirements: 

Proof of applicable state licenses o Mechanical (C-20) o General Contractor (if appropriate)



Proof of required insurance coverage as specified in Attachment A 

Commercial General Liability Gorman Learning Center – HVAC Replacement RFP

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  

Business Auto Liability Professional Liability (Errors and Omissions) Workers Compensation and Employer’s Liability

Proposers are welcome to submit any other details relevant to this project. Awards GLC and EcoMotion will conduct interviews for those firms deemed most responsive to the Request for Proposals. EcoMotion will thereafter notify all proposers of GLC’s selection during the week of June 26th, 2017. This Request for Proposal does not commit GLC to award any proposer(s). GLC reserves the right to reject any and all proposals. Gorman Learning Center reserves the right to request clarification and/or additional information with respect to all written proposals and/or any oral presentations. Section 8: Proposal Content Elements to be included in all proposals are: 1. Introduction: Narrative summarizing Proposer’s interest in bidding to provide new HVAC systems in GLC existing building. Please include unique attributes and commitments to GLC, for instance, familiarity installing HVAC in schools, responsiveness, partnerships, and qualifications. 2. System Proposed: Proposers must provide GLC with a complete description of mechanical systems proposed. 3. Projected System Performance and Economics: Proposers must present projections of system performance – energy (kWh). 4. Change-out Schedule: Proposers must present a change-out schedule from the time of contract signing to completion, building in ample time for time-related delays from permitting. The schedule must include at a minimum:     

Contract negotiation System Design and Engineering Permitting Construction period System commissioning (start-up)

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5. Experience and Principals’ Resumes: Description of Proposer’s experience with properly permitted jobs in California meeting Title 24 requirements. 6. References: List of clients for which Proposer has performed services. List should include date(s) of installation, contact person, address, telephone number, and a summary of the work performed. 7.

Insurance Certificates: Specified in Attachment B.

8.

Summary (Optional): Not to exceed two pages.

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Appendix A: Gorman Learning Center HVAC Units to be Replaced

1 2 3 4 5 6 7 8 9 10 11 12

Brand Carrier Carrier Carrier Carrier Carrier Carrier Carrier Trane Payne Ducane Trane Maytag

Type Model # Serial # Refrigerant Ton SEER Heat Pump 541DJ030 0685A71624 22 2.5 8.25 Heat Pump 38YCC042360 2205E26587 22 3.5 10 Heat Pump 38YH030300 1690E29675 22 2.5 9 Heat Pump 38YH048310 1590E00132 22 4.0 9 Heat Pump 38YCC03640 0705E35328 22 3.0 10 Heat Pump 38YC048300 0492E28088 22 4.0 9 Heat Pump 38YCAD24320 2493E20072 22 2.0 10 Heat Pump 2TWB3042A1000CA 12363LF44F 22 3.5 13 Heat Pump PH10JA042-A 3099E05778 22 3.5 10 Central Cooling AC HP10B42 4401030308 22 3.5 10 Heat Pump TWR042C100A G28235373 22 3.5 10 Heat Pump PSH2BD-042K PSD060401088 22 3.5 13

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Attachment B: Insurance Requirements Prior to commencing work, the selected Proposer shall procure and maintain at Proposer’s own cost and expense for the duration of the installation, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work or services hereunder by the Proposer, his agents, representatives, employees, or subcontractors. The cost of such insurance shall be included in the Proposer’s bid. Without in any way affecting the indemnity provided, the Proposer shall secure before commencement of the work and throughout the installation the following types and amounts of insurance: Insurance 1.1. The Contractor shall procure and maintain at all times it performs any portion of the Services the following insurance: 1.1.1. General Liability. Two Million Dollars ($2,000,000) combined single limit per occurrence and Four Million Dollars ($4,000,000) in the aggregate, for bodily injury, personal injury and property damage in the form of Comprehensive General Liability and Contractual Liability, including Products Liability and Completed Operations coverage. If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to each project/location or the general aggregate limit shall be twice the required occurrence limit. 1.1.2. Builders Risk (Course of Construction) Insurance. Contractor shall procure and maintain Builder’s Risk insurance (all-risk, special form with valuation on a replacement cost basis) on a one hundred percent completed value of the project for the benefit of the School, and the Contractor and Subcontractor, as their interest may appear. The policy shall contain a clause which provides coverage until the building is accepted by the School. If the Builder’s Risk policy contains an occupancy provision, permission for early occupancy must be obtained from the insurance company. The Policy should include debris removal, collapse, theft, and transit coverage with no coinsurance penalty provisions. The Builders’ Risk Policy is primary and no insurance held or owned by the School shall be called upon to contribute to a loss. 1.1.3. Automobile Liability Insurance. One Million Dollars ($1,000,000) combined single limit per occurrence for any automobile that shall protect the Contractor and the School from all claims of bodily injury, property damage, personal injury, death, and medical payments arising performing any portion of the Services by Contractor. 1.1.4. Workers’ Compensation and Employers’ Liability Insurance. For all of the Contractor’s employees who are subject to this Agreement and to the extent required by the applicable state or federal law, Contractor shall keep in full force and effect, a Workers' Compensation policy. That policy shall provide employers' liability coverage with Gorman Learning Center – HVAC Replacement RFP

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minimum liability coverage of One Million Dollars ($1,000,000) per accident for bodily injury or disease. Contractor shall provide an endorsement that the insurer waives the right of subrogation against the School and its respective elected officials, officers, employees, agents, representatives, consultants, trustees, and volunteers. 1.1.5. Professional Liability (Errors and Omissions). One Million Dollars ($1,000,000) for errors and omissions as appropriate to profession of engineer designing photovoltaic system, coverage to continue through completion of construction plus two years thereafter. 1.1.6. Other Insurance Provisions: The policies are to contain, or be endorsed to contain, the following provisions: 1.1.6.1. For the general liability and automobile liability policies: 1.1.6.1.1. The School, its representatives, consultants, trustees, officers, officials, employees, agents, and volunteers (“Additional Insureds”) are to be covered as additional insureds as respects liability arising out of activities performed by or on behalf of Contractor; instruments of Service and completed operations of the Contractor; premises owned, occupied or used by Contractor; or automobiles owned, leased, hired or borrowed by Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the Additional Insureds. 1.1.6.1.2. For any claims related to the projects, Contractor’s insurance coverage shall be primary insurance as respects the Additional Insureds. Any insurance or self-insurance maintained by the Additional Insureds shall be in excess of the Contractor’s insurance and shall not contribute with it. 1.1.6.1.3. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the Additional Insureds. 1.1.6.2. Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 1.1.6.3. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the School. 1.1.6.4. Contractor shall furnish the School with Certificates of Insurance showing maintenance of the required insurance coverage and original endorsements affecting coverage. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the School before Work commence.

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1.1.7. Acceptability of Insurers. Insurance is to be placed with insurers, with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the School. Subcontractors Proposer shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.

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