North Penn School District General Conditions for Bid

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North Penn School District
Lansdale, Pennsylvania 19446
General Conditions for Bid
1.
The North Penn School District Board of School Directors invites bidders to submit sealed bids for the furnishing and delivery of Building
Automation System Service.
2.
Bids will be accepted until 2:00 pm on Tuesday, May 7, 2013, at which time they will be opened at a public meeting at the Support Services
Center, 630 W. Eighth St., Lansdale, PA.
3.
The bid should be submitted in a sealed envelope and clearly marked on the outside, “Building Automation System Service”.
4.
Bids shall be submitted on the enclosed Bid Proposal Form. Bids must be typewritten or written with ink and signed by the individual, partners,
or corporate officer.
5.
The successful bidder shall bid in strict accordance with the specifications as set forth. Exceptions to the specifications must be clearly stated in
the bid submission.
6.
A BID BOND OR CERTIFIED CHECK IN FAVOR OF THE NORTH PENN SCHOOL DISTRICT IN THE AMOUNT OF 5% OF THE
TOTAL BID IS REQUIRED FROM EACH BIDDER AND MUST BE ENCLOSED WITH THE BID. THE BOND MUST BE ISSUED BY
AN INSURANCE COMPANY.
Only the bid bonds or certified checks of the successful bidders will be held until all terms of the contract are completed. The bid bonds or
certified checks of the unsuccessful bidders will be returned at the time of the awarding of the contract.
7.
Delivery must be fully completed by As required.
8.
The North Penn School District reserves the right to reject or accept any or all bids or any portion thereof and to waive any informalities
permitted by law. Bids must remain firm for a period of sixty (60) days from the date of bid opening. The School District reserves the right to
select the next lowest responsible bidder if a vendor’s award totals is less than $300.00.
9.
When a catalog reference follows the description of an item, such catalog reference is intended as a means of more fully describing the item in the
shortest possible space and is to be regarded only as a part of the description of the item, and is not intended to limit competition.
10.
Bid items must be equal in all respects to those described in the specifications or referred to by catalog number. Should the bidder quote an
alternate, complete specifications of the alternate must be provided, including a picture. It is the responsibility of the bidder to establish the
equality of the material offered. Failure to supply these specifications may result in the rejection of your bid.
11.
Bidder shall insert the price per stated unit and the total cost extension against each item in the schedule hereto annexed, which the bidder has
proposed to furnish and deliver. The unit price inserted must be net and must include all delivery charges – No Exceptions. In the event of a
discrepancy between the unit prices and the total cost extension, the unit price will govern. The total bid is to be the sum of the quantity times the
unit price for each item.
12.
Bids may be awarded on an item-by-item basis. Quantities included in this bid are subject to change prior to order placement.
No additional charge will be allowed for cases, boxes, carboys, bottles, etc., nor for freight expenses, expressage, or cartage. No empty packages,
cases, boxes, carboys, bottles, etc., will be returned to the bidder or contractor and none will be paid for the the School District. Such empty
cases, boxes, etc., may be removed by the bidder or contractor at his own expense.
13.
A purchase order issued by the School District covering any or all items included in this bid shall constitute a contract binding upon the bidder
and the School District.
14.
No charge will be allowed for federal, state, or municipal sales or excise taxes, for which the school district is exempt by law. The bid price shall
be net and shall not include the amount of any such tax. Exemption certificates, if required, will be furnished on forms provided by the bidder.
15.
The bidder agrees, if awarded an order, to furnish and deliver the said articles at such time, to such place, and in such quantities as specified, and
that all of the articles shall be subject to the inspection and approval of the School District. Acceptance of delivery of materials or equipment to
the site shall not constitute final acceptance by the School District. In the event that any articles are rejected as damaged, or not in conformance
with these specifications, such articles shall be removed immediately and other articles of proper quality as set forth in these specifications shall
be furnished in place thereof, all at the expense of the successful bidder.
16.
In the event that the successful bidder should neglect or refuse to furnish or deliver any articles or any part thereof, or to replace any articles
which are rejected as stated in the preceding paragraph, then the School District is authorized and empowered to purchase articles in conformity
with this order from such party or parties, and in such manner as it shall select, at the expense of the successful bidder, or to cancel the contract
reserving to itself, nevertheless, all rights for damages which may be incurred by the School District.
General Conditions for Bid
Bid Title: Building Automation System Service
Due Date: Tuesday, May 7, 2013
17.
The bidder, upon request, shall submit samples for any or all items on which a price is quoted, within three (3) days after such request is
made. These samples shall be plainly marked with the name of the product, the name of the bidder, and the item number as shown on the
proposal form. Samples may be returned at the expense of the bidder. Also upon request, the bidder must supply, within three (3) days, a list
of schools and/or businesses using the item indicated in their bid.
18.
On bids for Services involving the furnishing of labor and/or materials, the successful bidder shall be required to furnish performance and
payment bonds in the amount of 100% of the bid.
19.
On bids for Services involving the furnishing of labor, materials, and/or equipment, while said Services are being performed the successful
bidder must maintain in full effect the following minimum insurance coverage:
19.1
Workers' Compensation.
19.2
Comprehensive public liability in the sum of $100,000 for each person and $300,000 for each accident, including contract liability.
Such shall be endorsed with a save harmless clause in favor of the North Penn School District, its officers, members, and
employees.
19.3
Property damage in the amount of $50,000.
19.4
Automobile and truck insurance in an amount not less than $300,000 on account of any one accident, and property damage in
amount not less that $50,000.
19.5
If special hazards, such as might result from blasting, represent a possibility, these shall be covered by a rider to the policy or
policies in an amount of not less than $50,000.
Prior to the beginning of the Service, etc., to be performed, a certificate of insurance shall be furnished to the School District showing the
insurance coverages required above. The Contractor shall assume full responsibility for loss of life and property, injuries to persons,
including all employees of the Contractor or Subcontractors.
20.
Items shipped DIRECT FROM THE FACTORY must show North Penn School District purchase order numbers on the cartons.
21.
Invoicing: Invoices must be submitted for each individual school, completely itemized, and covering each shipment. They should show North
Penn School District item numbers, the same as packing slips. No photocopy of a Bid or Purchase Order will be accepted in lieu of an
itemized invoice.
22.
ASBESTOS: In the event a contractor by virtue of his work for the District discovers asbestos, the contractor must immediately notify the
District and perform no further work in connection with the asbestos. If directed by the District to remove the asbestos, the contractor must
take all steps required by all federal, state, and local agencies regarding asbestos removal. The asbestos removal operations may be the
subject of a change order or a supplemental contract to this contract, or a separate contract to another contractor as the District may determine.
If a contractor fails to meet the requirements of the federal, state, and local regulations and these specifications related to the discovery,
removal, and clean-up, the contractor shall be subject to immediate termination and the contractor shall be responsible for all costs and
expenses related to the removal and cleanup of the asbestos including architect and engineering fees.
23.
DISCRIMINATION PROHIBITED: According to Section 755, Public School Code of Pennsylvania, 1949 as amended, the
contractor agrees:
23.1
That in the hiring of employees for the performance of work under this contract, or any sub-contract hereunder, no contractor, subcontractor, nor any person acting on behalf of such contractor or sub-contractor, shall, by reason of race, creed or color,
discriminate against any citizen who is qualified and available to perform the work to which the employment relates;
23.2
That no contractor, sub-contractor, nor any person on his behalf, shall in any manner discriminate against or intimidate any
employee hired for the performance of work under this contract on the account of race, creed or color;
23.3
That there may be deducted from the amount payable to the contractor under this contract, a penalty of five dollars ($5) for each
person for each calendar day during which such person was discriminated against or intimidated, in violation of the provisions of
this contract; and,
23.4
That this contract may be canceled or terminated by the School District, and all money due or to become due hereunder may be
forfeited, for a second or any subsequent violation of the terms and conditions of the contract.
General Conditions for Bid
Bid Title: Building Automation System Service
Due Date: Tuesday, May 7, 2013
24.
HUMAN RELATIONS ACT: The provisions of the Pennsylvania Human Relations Act, Act 222 of October 27, 1955 (P.L. 744) (43 P.S.
Section 951 et. seq.) of the Commonwealth of Pennsylvania prohibit discrimination because of race, color, religious creed, ancestry, age, sex,
national origin, handicap or disability, by employers, employment agencies, labor organizations, contractors and others. The contractor shall
agree to comply with the provisions of this Act as amended that are made part of this specification. Your attention is directed to the language
of the Commonwealth's non-discrimination clause in 16 PA Code 349.101.
25.
COMPETENT WORKERS: According to Section 752 of the Public School Code of 1949, no person shall be employed to do work under
such contract except competent and first class workmen and mechanics. No workmen shall be regarded as competent and first class, within
the meaning of this Act, except those who are duly skilled in their respective branches of labor, and who shall be paid not less than such hours
by employers of organized labor in doing of similar work in the district where the work is being done.
26.
STANDARD OF QUALITY: The various materials and products specified in the specifications by name or description are given to establish
a standard of quality and of cost for bid purposes. It is not the intent to limit the acceptance to any one material or product of lesser quality
would not be acceptable. Where proprietary names are used, whether or not followed by the words"or as approved equal," they shall be
subject to equals only as approved by the architect, engineer and/or School District.
27.
PREVAILING WAGE: It is the responsibility of the bidder to determine compliance with the Pennsylvania Prevailing Wage Act and to
adhere to all regulations governing this Act.
28.
CLEARANCES: The successful Bidder must supply to North Penn School District documentation required by Act 34, Section III of the
Public School Code (Criminal Record Check) and Act 151, Chapter 63 of 23 PA Consolidated Statues (Pennsylvania Child Abuse History
Clearance) and Act 114 (FBI Fingerprinting Clearances) before work on a project shall begin. These forms must be current for every worker
on site at all times.
Signature
Title
Date
Printed Name
Company Name
Address
Phone Number
Fax Number
Email Address
North Penn School District
Lansdale, Pennsylvania 19446-3807
Non-Collusion Affidavit
Instructions:
1.
This Non-Collusion Affidavit is material to any contract awarded pursuant to this bid. According to the Pennsylvania
Antibid-Rigging Act, 73 P.S. 1611 et sec., governmental agencies may require Non-Collusion Affidavits to be submitted
together with bids.
2.
This Non-Collusion Affidavit must be executed by the member, officer or employee of the bidder who makes the final
decision on prices and the amount quoted in the bid.
3.
Bid rigging and other efforts to restrain competition, and the making of false SWORN statement in connection with the
submission of bids are unlawful and may be subject to criminal prosecution. The person who signs the Affidavit should
examine it carefully before signing and assure himself or herself that each statement is true and accurate, making diligent
inquiry, as necessary, of all other persons employed by or associated with the bidder with responsibilities for the
associated approval or submission of the bid.
4.
In the case of a bid submitted by a joint venture, each party to the venture must be identified in the bid documents, and an
Affidavit must be submitted separately on behalf of each party.
5.
The term “Complementary Bid” as used in the Affidavit has the meaning commonly associated with that term in the
bidding process, and includes the knowing submission of bids higher than the bid of another firm, any intentionally high
or non-competitive bid, and any other form of bid submitted for the purpose of giving a false appearance of competition.
6.
Failure to file an Affidavit in compliance with these instructions may result in disqualification of the bid.
Non-Collusion Affidavit
For Bid for Building Automation System Service
State of ________________________County of ________________________
I state that I am ____________________of _______________________
(Title)
(Name of my Firm)
and that I am authorized to make this affidavit on behalf of my firm, and its Owners, Directors,
and Officers. I am the person responsible in my firm for price(s) and the amount of this bid.
I state that:
1.
The price(s) and amount of this bid have been arrived at independently and without consultation, communication or
agreement with any other contractor, bidder or potential bidder.
2.
Neither the price(s) nor the amount of this bid, and neither the approximate price(s) nor approximate amount of this bid,
have been disclosed to any other firm or person who is a bidder or potential bidder, and they will not be disclosed before
bid opening.
3.
No attempt has been made or will be made to induce any firm or person to refrain from bidding on this contract , or to
submit a bid higher than this bid, or to submit any intentionally high or non-competitive bid or other form of competitive
bid.
4.
The bid of my firm is made in good faith and not pursuant to any agreement or discussion with, or inducement from, any
firm or person to submit a complementary or other non-competitive bid.
Non-Collusion Affidavit (con’t.)
5.
_______________________________, its affiliates, subsidiaries, officers, directors, and employees are not currently
under
(name of my firm)
investigation by any governmental agency and have not in the last four years been convicted or found liable for any act
prohibited by State or Federal Law in any jurisdiction, involving conspiracy or collusion with respect to bidding on any
public contract, except as follows:
I state that ____________________________understands and acknowledges that the above representations are material
and
(name of my firm)
important, and will be relied on by North Penn School District in awarding the contract for which this bid is submitted. I
understand and my firm understands that any misstatement in this affidavit is and shall be treated as fraudulent
concealment from the North Penn School District of the true facts relating to the submission of bids for this contract.
_______________________________
(Name)
and
_______________________________
(Company Position)
SWORN TO AND SUBSCRIBED
BEFORE ME THIS _________DAY
OF _________________, 20____.
____________________________
Notary Public
________________________________________
My Commission Expires
North Penn School District
Lansdale, PA 19446
Vendor’s/Contractor’s Qualification Statement
The Undersigned certified under oath the truth and correctness of all statements and of all answers to questions
made hereinafter.
Submitted by:
Name:
Address:
Principal Office:
Phone:
Corporation _________
Partnership _________
Individual ___________
Joint Venture ________
Other ______________
1.
How many years has your organization been in business as a vendor/contractor?
2.
How many years has your organization been in business under its present business name?
3.
If a corporation, answer the following:
a.
b.
c.
d.
e.
f.
g.
Date of Incorporation:
State of Incorporation:
President’s name:
Vice President’s name(s):
Secretary’s or Clerk’s name:
Treasurer’s name:
List names and address of all parties holding greater than 10% interest in the corporation.
4.
Trade References:
5.
Bank References:
6.
Name of bonding company and name and address of agent:
7.
Dated at
this
day of
, 20
.
Name of Organization:
By:
Title:
8.
being duly sworn deposes and says that he/she is the
of Vendor/Contractor and that answers to the foregoing questions and all
statements therein contained are true and correct.
Subscribed and sworn before me this
Notary Public:
My commission Expires:
Vendor’s Contractor’s Qualification State Abbrev.
day of
, 20
.
North Penn School District
Lansdale, PA. 19446-3960
Building Automation System Service
The North Penn School District hereby solicits sealed bids for a three year maintenance service for the
Siemens Industry Inc., Building Technologies Building Automation System Service within the School
District. All sealed bids are to be mailed to the North Penn School District Support Services Center, 630
W. 8th Street, Lansdale, PA 19446. NOTE: All envelopes must be clearly marked SEALED BID –
BUILDING AUTOMATION SYSTEM SERVICE.
1.0 PURPOSE AND INTENT
1.1 The purpose of this request for bids is to obtain responsible proposals from qualified contractors who
can service, inspect and repair the Siemens Industry Inc., Building Technologies, Building Automation
Unit, building automation and environmental control systems at North Penn School District Schools as
follows:
A. North Penn High School
B. Penndale Middle School
C. Pennfield Middle School
D. Pennbrook Middle School
E. Northbridge School
F. Bridle Path Elementary School
G. Gwyn-Nor Elementary School
H. Gwynedd Square Elementary School
I.
Hatfield Elementary School
J. Inglewood Elementary School
K. Knapp Elementary School
L. Kulp Elementary School
M. Montgomery Elementary School
N. Nash Elementary School
O. North Wales Elementary School
P. Oak Park Elementary School
Q. York Ave Elementary School
R. Walton Farm Elementary School
S. Educational Services Center
T. Support Services Center
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1.2 It is North Penn School District’s intent to award a three year agreement to a single vendor to supply
the services required by their request for bids with the option to renew the contract for additional years if
the District decides it is in its best interest to do so.
2.0 TERMS AND CONDITIONS
2.1 Purchase terms and conditions accompanying this Request for bids apply to all agreements made with
North Penn School District.
2.2 A walk through for all buildings included in this specification, so that the contractor is aware of the
magnitude of the work described herein, is mandatory to qualify for quoting on this agreement.
Arrangements can be made by contacting the Facilities Office at (215) 853-1050.
3.0 SCOPE OF WORK
3.1 Preventive maintenance and associated service shall be provided by the contractor on all equipment,
components, and associated duties related to the building automation and environmental control systems
as outlined within this specification.
3.2 The service company shall furnish all personnel, parts, materials, test equipment, tools, and services
in conformance with the terms and conditions as outlined herein.
3.3 It is the intention of this specification to establish and define those services that are to be performed,
and in addition, to determine the capability and experience of the contractor desiring to provide such
services.
3.4 Any defective equipment must be repaired or replaced within 24 hours..
3.5 For any work outside the scope of this contract, North Penn School District reserves the right to
accept the contractor’s estimate or to have the work performed by others, including North Penn School
District personnel.
3.6 If the equipment must be shut down for service or repairs, the contractor is required to coordinate the
schedule with the Facilities Office at North Penn School District prior to any shutdown.
3.7 Documentation / Service Reports
Upon completion of the work, the contractor shall provide a written report of the work performed. These
reports will be left with the Head Custodian and emailed to the Facilities Office.
3.8 Codes
A. All projects performed under agreements generated from this Request for bids must conform to all
applicable governmental building, electrical and safety codes.
B. Permit and code inspection are performed by other agencies. If permit or code violations are found
with work performed by the contractor, the contractor must correct all violations at no additional
charge to North Penn School District. Failure to do so may result in termination of this agreement.
3.9 Working Hours: All scheduled preventive maintenance and service work under this agreement is to
be performed during normal working hours of the regular working day unless otherwise specified
3.10
General Conditions:
A. It is expected that the Contractor will be present every month at North Penn High School, Pennbrook,
Penndale and Pennfield Middle Schools for preventative Maintenance visits (12x per year, or 48
visits). At all 16 other buildings the Contractor will be present every other month for preventative
maintenance visits (6x per year or 96 visits). The contract will also budget for an additional 10
preventative maintenance visits for preventative Maintenance at any building at the direction of the
Facilities department (potential 154 visits).
2
B. The contractor shall be available for additional work over and above the scope of the agreement. He
will not proceed with any additional work without written permission from North Penn School
District and shall complete work as expeditiously as possible upon receiving approval.
C. To ensure system continuity, replacement parts and devices offered must be standard equipment,
manufactured by Siemens Industry Inc., Building Technologies, Building Automation Unit, and fully
compatible with existing components and installed in accordance with the manufacturer’s
recommendations.
D. Prior to the start of work on any assigned day, the service person must first report to the building
Head Custodian.
E. In the event a service person can not be provided on the requested day, notification must be given to
the Facilities Office. If the normally assigned serviceman is not available, a backup serviceman must
be obtained.
F. The work site is to be left in a clean and orderly condition at all times.
4.0 GENERAL
4.1 Maintenance service shall be provided by the contractor on all equipment and associated devices
related to the Siemens Industries, APOGEE Building Automation Systems as outlined in this
specification.
4.2 The contractor shall furnish all labor and materials, to include test equipment, diagnostic reports,
preventative maintenance reports, tools, engineering and support personnel in conformance with
terms and conditions stated herein.
4.3 Any and all repair/replacement parts shall be that of the original control and/or automation
manufacturer to insure system compatibility.
4.4 North Penn School District shall provide reasonable means of access to the equipment being
serviced. The contractor shall not be responsible for any removal, replacement or refinishing of the
building structure, if required to gain access to the equipment. The contractor shall be permitted to
control and/or operate all equipment necessary to perform the services herein described as arranged
with North Penn School District’s authorized representative.
4.5 The contractor shall not be required to make safety tests, install new devices or make modifications
to any equipment beyond the scope of the original agreement in order to comply with
recommendations or directives of insurance companies, governmental bodies, or for other reasons
similar in scope.
4.6 The contractor shall not be required to make replacements or repairs necessitated by reason of
negligence, abuse or misuse, or by reason or any other cause beyond its control (such as natural
disasters), except ordinary wear and tear.
4.7 If the equipment or software included under this agreement is altered, changed, or modified, North
Penn School District agrees this service agreement shall be modified to incorporate such changes
and the agreement price shall be adjusted accordingly.
4.8 North Penn School District agrees that this agreement applies only to the systems and equipment
covered herein. Repair or replacement of non-maintainable, obsolete, or nonmoving parts of the
system such as ductwork, boiler shell and tubes, unit cabinets, boiler refractory material, electrical
wiring, hydronic and pneumatic piping, structural supports, controls where parts are no longer
readily available, etc. is not included under the agreement.
4.9 This contract shall be governed by, construed, and enforced in accordance with the laws set forth by
the Commonwealth of Pennsylvania.
4.10 Service calls necessitated by changes, alterations, and additions to the equipment and software will
not be covered by this contract. Payment for such service will be in accordance with the hourly
rates and the parts and materials markup over cost stated on the bid sheet.
3
4.11 Each service person shall have a minimum of five (5) years field experience in servicing Siemens’
APOGEE Automation Systems. In addition, all service personnel shall be factory trained engineers
and technicians for working with the Siemens’ APOGEE central automation server and DDC field
hardware. In order to demonstrate this knowledge, the contractor’s service personnel will be
required to have Siemens Industry Inc., Building Technologies factory training certificates in order
to work on the APOGEE System. Failure to meet this requirement will result in bid rejection.
4.12 Service personnel must reside within fifty (50) miles of facility to be serviced.
4.13 It is the responsibility of the successful contractor to have, a complete copy of schematic drawings
for the Siemens APOGEE Automation and Temperature Control System, within 20 calendar days
of award.
4.14 The contractor must submit a list of present service agreement customers having a system similar in
scope and contracted services with the proposal. (See Attachment).
4.15 The person accountable for supervising the work included in this agreement on behalf of the
contractor shall meet two (2) times per year with North Penn School District’s Manager of Support
Services to review the status of the contract and work performed to date. (See Attachment for
resume).
5.0 SERVICES TO BE PROVIDED
5.1 The services herein consist of furnishing the necessary preventative maintenance, diagnostic, repair
and replacement labor for a complete full coverage service program on the “Siemens APOGEE
Systems”. All replacement parts must be 100% compatible with the Siemens APOGEE System, as
referenced in paragraph 3.10.B.
5.2 General Services: The general services listed below shall apply to the equipment and systems
included herein. Services outlined below are to be performed in accordance with manufacturer
established intervals.
A. Maintenance Routine shall consist of:
APOGEE System Service:
The contractor will provide the services below on the control systems described herein.
Hardware Service
Maintenance Schedule: An equipment analysis will be performed to determine the
optimum maintenance schedule based on run time, application, system location, and the
manufacturer’s suggested service interval.
Preventive Maintenance: Preventive maintenance shall be performed in accordance with
a computer generated month-by-month program of standardized maintenance routines
applied to the APOGEE Building Automation and Temperature Control Systems. This
program must be approved by authorized personnel from the School District Facilities
Office. Each monthly schedule shall list the equipment name, location, and preventive
maintenance functions to be performed during that inspection. The successful bidder
shall be required to submit a sample copy of this program (with bid), which is presently
being used on a system similar in scope and complexity. The final program must be
approved by the Schools District Coordinator of Facilities.
System Integrity Tests: System integrity will be verified through a sample of point checks,
point commanding techniques, selective disabling, system wide function tests and
examination and analysis of standard report logs by a trained system specialist or field
engineer to ensure the system is operating at peak performance.
Advanced Network Diagnostic Tests: The contractor shall provide a Controller Analysis
Program (CAP), and NTDT reports, or other tools capable of providing equal or greater
diagnostic information, which will allow for the optimization of the controllers and the
4
network. Reports shall be generated on those terminal equipments controllers, which can
then be investigated.
Diagnostic reports (CAP & NTDT) should summarize the following: Network names,
Node ID’s, Node Pings, Source & Targets, time stamps, packet counts, event IDs, object
Change of Values (COVs), alarm objects, alarm acknowledgements, return to normal
acknowledgements, commands, command replications, trended objects & packets,
framing errors, and multicasting.
Component Replacement: The contractor will repair or replace, at additional charge,
failed or worn components with new or reconditioned components of compatible design
to maintain the system in good operating condition. Components that are suspected of
being faulty may be repaired or replaced in advance at the owner’s discretion to prevent
system failure. Exchanged parts become the property of the contractor.
Response Time: In response to emergency calls received during the call window, the
contractor will be on-site within the call window and time specified in the on-line
Service/Emergency Service section under Software Service.
Call Documentation: After each service call, a detailed, completed copy of the work
order will be left with the Head Custodian explaining findings and work performed and
emailed to the Facilities Office. Following on-line service calls, North Penn School
District shall be furnished a documented report showing time, date, and a detailed
description of activity. This report must be sent to the Facilities Office within three
working days.
Software Service
Software Upgrading Per Manufacturer Directives: The contractor will furnish and
install annual software updates to maintain or improve present performance within the
functional capabilities of the existing system. (This contractor will be required to
demonstrate he has the capabilities to implement such a program.) These revisions
should contain enhancements which encompass technology improvements, time saving
enhancements, or some possible “debugging” of any software glitches found. The
contractor will provide the service on all the operating and applications software
packages currently comprising the system. As new software packages are purchased and
installed in the system, they may be included under service coverage for an incremental
charge.
Each time the contractor installs software revisions and/or firmware revisions, 2-4 hours
of training must also be provided to inform Facilities Department employees as to how
each enhancement will benefit them.
Software Diagnostic Tests: The contractor will perform data base diagnostic tests,
analyze the results and maintain the system data base for optimum building control
performance within the functional limits of the system.
On-Line Service/Emergency Service: Emergency Service shall be provided on a 7-day,
24 hour basis at an additional charge to North Penn School District. If required, the
contractor will be on site by the next working day. Emergency calls shall first be
responded to by VPN connection during other than normal working hours. The
contractor shall communicate with the system remotely as a primary 1st step in
responding to problem calls.
•
The contractor must have a system on-line in their local branch office which holds the
database for this project on a computer hard drive. The technician on call shall be able to
pull the database and programming even if he/she is not familiar with the building.
5
The contractor is to reply within a two (2) hour period and notify the North Penn School
District Representative the result of said communication. If the problem cannot be
corrected via on-line service, an on-site visit will be mandatory.
•
The contractor shall provide consultation to assist the system user(s) in identifying,
verifying and resolving system problems. This does not include adding programs,
database or graphics.
•
Field Panel Database Back-ups: Database and application software protection shall be
provided. The contractor shall back-up the database and operating program for each
DDC panel at least four times per year. In the event of a memory loss due to a failed
Siemens APOGEE System component (and during normal system operation), this
contractor must reload the database from a current copy.
•
APOGEE Insight Graphics Back-ups: The contractor shall back-up the APOGEE
Insight software database and graphics database for the Database Server at least two
times per year, the operation of each Insight workstation will be verified during
scheduled visits at each location.
5.3 Hardware Specific Services: The services listed below shall apply to the equipment and systems
included herein. Services outlined below are to be performed in accordance with manufacturer
established intervals.
Each year during the contract period, four existing Unitary Controllers (UC) will be upgraded to the
latest DDC controller technology. This new hardware must be 100% compatible with existing
Siemens APOGEE Automation System without the use of software or hardware communication
translating methods. Specific Unitary Controllers to be replaced will be determined jointly by
contractor and owner. All unitary controller components remain the property of the owner.
At Each Client Workstation:
Operational verification (semiannually by the Contractor)
1. Check communications from end-to-end.
At Each School:
Preventive Maintenance (semiannually by the contractor)
1. Measure and record communications trunk voltage.
2. Investigate anomalies identified while performing advanced Network Diagnostics
At each Automation Field Panel (SCU, MBC, MEC, PXC, PXC-M, FLNC, and RCU/P2) and End Devices
P/M Tasks (semiannually by the contractor):
1. Visually inspect DDC cabinet and observe operating environment.
2. Examine for corrosion, drip, splash or burn marks, excessive dust, new/misplaced wiring, etc.
3. Check diagnostic LED’s, fuses, and surge transient protection devices.
4. Check board seating and check cabling for pinching, tears, and breaks. Ensure that all wiring
terminations are secure.
5. Check for air leaks, if applicable.
6. Check incoming AC power and power supply, adjust power supply voltages if necessary.
7. Back up database.
8. Check battery charging circuit and battery, address anomalies as needed.
9. Check field panel memory fragmentation, address as needed.
10. Check Field panel /Network date & time, synchronize if necessary.
11. Clean interior and exterior of cabinet, dress wiring as needed.
6
12. Perform integrity test and system-wide function test through random point checks,
commands, selective disabling and standard reports.
13. Repair or replace panel components, as approved by owner.
14. Verify re-initialization of panels after trunk disconnection.
15. Verify proper return from failure operational routines, investigate and correct as needed.
16. Inspect electrical terminations for integrity & dress wiring as need within the FP enclosure:
DO wiring
DI wiring
AI wiring
AOV wiring (If applicable)
Trunk wiring
Power supply, bus rails, and cable harnesses
120V inlet to power supply
17. Inspect all DO/DI relays.
18. Inspect all telecommunications interface devices and line drivers.
19. Examine proof & safety switches, calibrate and/or replace where necessary (i.e. low temp
detectors, differential pressure switches, current switches, etc.)
20. Inspect electronic temperature sensors, randomly.
21. Inspect pneumatic devices controlled by panel.
22. Inspect electronic output end devices.
AUTOMATION EQUIPMENT INCLUDED
The description of automation equipment and systems covered under the scope of this agreement is:
All automation field panels (MBC, MEC, PXC, PXC-M, FLNC), I/O devices, and all associated
APOGEE System field hardware and software installed at the sites (including electronic sensors,
controllers, and control devices which are part of the APOGEE System). Note: retired panels such as
the SCU & UC will continue to be serviced as long as replacement parts are available from the
Siemens factory.
5.4 Integrated Systems. Contractor will be responsible to maintain and repair as needed seven (7)
Siemens Industries integrated HVAC equipment solutions.
6.0 TERMINATION OF AGREEMENT
6.1 Where circumstances and/or the needs of North Penn School District significantly change, or the
agreement is otherwise deemed no longer to be in the public interest, North Penn School District
may terminate the agreement entered into as a result of this proposal, upon no less than one hundred
and twenty (120) days notice to the vendor.
6.2 Where the contractor fails to perform or comply with the agreement, North Penn School District may
terminate the contract, upon ten (10) days notice for cause.
or
6.3 Where a contractor continues to perform the agreement poorly as demonstrated by formal
complaints, late delivery, poor performance of service, short-shipping, etc. the North Penn School
District may have cause to exercise termination of this contract, upon thirty (30) days notice to the
Vendor for cause. Also, North Penn School District may terminate the contract where the contractor
fails to meet quality performance.
7.0 TRANSITIONAL PERIOD
7.1 When services are terminated by contract expiration and no new contract exists, it shall be at the
mutual agreement of both parties to continue the service until a new contract can be completely
operational.
7
7.2 At no time shall this service extend more than ninety (90) days beyond the expiration date of the
existing contract. Vendor will be reimbursed for this service at the standard published service
agreement rates during that time period.
8.0 INSURANCE LIMITS/CERTIFICATES
8.1 The contractor shall secure and maintain in force for the term of the contract the following minimum
insurance coverage's.
8.2 Contractor shall provide North Penn School District with a certificate of insurance evidencing the
coverage and renewals thereof which must contain the provision that the insurance evidence by the
certificates shall not be canceled for any reason except after thirty (30) days written notice to North
Penn School District.
8.3 Failure to provide and maintain the required coverage during the continuance of this contract shall be
justification for immediate termination of the contract herein paying all the damages and losses
incurred by North Penn School District.
8.4 Evidence of current insurance coverage shall be provided in the form of a certificate and submitted no
later than ten (10) days after receipt of notice of intent to award contract.
(1) General liability policy as broad as the standard coverage forms currently in use in the
Commonwealth of Pennsylvania which shall not be circumscribed by any endorsements limiting
the breadth of coverage. The policy shall be endorsed to include:
(a) Broad form comprehensive general liability
(b) Products/completed operations
(c) Premises/operations
The limits of liability for bodily injury and property damage shall not be less than $1 Million per
occurrence as a combined single limit.
(2) Automobile liability insurance which shall be written to cover any automobile sued by the
insured. Limits of liability for bodily injury and property damage shall not be less than $1 million
per occurrence as a combined single limit.
(3) Workers Compensation Insurance applicable to the laws of the Commonwealth of Pennsylvania
and employees liability insurance with limits of not less than:
$100,000 - Bodily injury, each occurrence
$100,000 - Disease, each employee
$500,000 - Disease, aggregate limit
8.5 All required insurance coverage's must be in effect no later than 12:01 A.M. at the start of the day of
the contract and remain in effect for the duration of the contract, including any extensions.
8.6 Liability insurance must remain in effect for the duration of the contract, including any extensions,
and for ninety (90) days following termination of all work.
8.7 Contractor must list names of insurance firms from which he intends to purchase the above insurance
and a person to contact at these firms.
8.8 The bidder may, if he so desires, include with his proposal the applicable certificate of insurance.
This may expedite the agreement award process for the successful bidder.
8.9 The Certificate of Insurance must contain an endorsement as follows:
“It is understood and agreed that the Insurance Company shall notify in writing, the Coordinator of
Facilities for North Penn School District, thirty (30) days in advance of the effective date of any
reduction in, or cancellation of this policy.”
8.10The contractor shall provide the following Background Checks for any employees working on a
North Penn School District site in accordance with Pa Act 114 of 2006:
1. Pennsylvania State Police Request for Criminal Records Check (Act 34).
2. Department of Public Welfare Child Abuse History Clearance (Act 151)
3. Federal Criminal History Record Information (CHRI) in a manner prescribed
by the Department of Education.
8
More information on Act 114 of 2006, 24 PS 1-111 as amended can be found at the following
site:http://www.portal.state.pa.us/portal/server.pt/community/background_checks_(act_114)/7493/act
_114_of_2006,_24_ps_1-111,_background_checks/601417
9.0 EXTENSION
9.1 If in the opinion of North Penn School District it is in the best interest to extend any agreement
entered into as a result of this proposal, for a period of all or any part of a year, the contractor will be
so notified of the School District’s intent at least thirty (30) days prior to the expiration of the existing
contract.
9.2 If the extension is acceptable to the contractor, at the original prices and on the original terms, notice
will be given to the contractor in writing.
10.0 SUBCONTRACTING
10.1 If any part of the work covered by this request for bids is to be subcontracted, the bidder shall
identify the subcontracting organization and the areas to be subcontracted.
10.2 All subcontractors must be approved by North Penn School District.
10.3 For all subcontractors, the corporate or company name and names of the company officers must be
submitted. Payment of subcontractors is the sole responsibility of the primary contractor.
10.4 Subcontractor shall be governed by this entire request for bid.
11.0 PERFORMANCE STANDARDS
11.1
All vendor workmanship will be evaluated on the basis of a review of their work performed for
each quarterly test of the system. North Penn School District must receive service that is consistently
rated “above average”.
11.2
The basis of the performance evaluation will be the “contractor performance evaluation” form
which is included herein. This form describes the criteria upon which the performance evaluation will be
assigned to each criterion.
11.3
If a contractor earns an “unsatisfactory” or “poor” rating, the vendor’s management and
supervisory staff must meet immediately with North Penn School District’s Coordinator of Facilities to
present a plan for improving performance and for making necessary corrections to meet satisfactory
standards.
11.4
If a contractor receives a second “unsatisfactory” or “poor” rating, the contract may be terminated
at the option of North Penn School District.
12.0 QUALIFICATIONS OF BIDDERS
12.1
Bidders shall be contractors of known reputation for completing work in a timely and
professional manner in the specified field.
12.2
Bidders are required to have sufficient test and maintenance equipment needed to perform the
work required as outlined in this request for bids.
12.3
Bidders must have a minimum of ten (10) factory trained, Siemens certified automation
technicians on their local staff to perform the required tasks as outlined in this request for bids.
12.4
Bidders must have Job Supervisors on their staff with experience as a technician and as a
supervisor with no less than five (5) years experience in maintaining and testing the systems listed in this
request for bids. Resumes for these individuals must be submitted on the forms provided in this request
for bids. (See Attachment)
12.5 Bidders must submit local (within 75 miles) references of companies to whom they have provided
services for Siemens APOGEE System of similar size having the same scope of work as required in this
request for bids. Bidders will provide this evidence by completing the “Contractor Data Sheet” which is
9
part of this request for bids. Vendors are to list on the Contractor Data Sheet the name and address of
customers for whom they have done similar work within the past five (5) years. It is the responsibility of
the vendor to ascertain that the individual given as the contact person is presently with the client company
and able to furnish information on the quality of the work performed.
12.6
Response time requirements will include the following:
12.6.1 Normal Service - Includes service during normal working hours (7 A.M. to 4 P.M.). Any
overtime hours must be approved by North Penn School District.
12.6.2 Emergency Service - Includes service that requires a response and action within the next working
day after notification by North Penn School District.
12.6.3 Overtime Service - Includes service rendered between the hours of 4 P.M. and 7 A.M. weekdays
and/or service rendered on Saturdays, Sundays, and legal holidays.
12.7
The successful contractor will be required to maintain a 24 hour-a-day, 7 days-a-week emergency
telephone contact.
12.8
The successful contractor will adhere to all response time requirements indicated in this
specification.
12.9
The importance of maintaining this equipment in a safe and satisfactory operating condition
demands that the contractor, in order to qualify in addition to the other requirements herein provided,
shall prove to the satisfaction of the Coordinator of Facilities that the employees of his firm have actively
and normally been engaged, for at least the past ten (10) years in the maintenance, service, repair and
replacement of materials and equipment on Siemens Industries Inc., Siemens Building Technologies,
Siemens Building Technologies Landis Branch Network Building Technologies, building automation and
temperature control systems.
The Contractor shall have available under his direct employment and supervision, the necessary
organization and facilities to properly fulfill all the services and conditions required under this
specification. It is the obligation of the Contractor to satisfy the conditions of this contract under any and
all circumstances.
12.10 The Contractor shall submit with his proposal a statement attesting to and providing the
following:
A. The present address of the main operating facilities of this organization, location of the
engineering department, and if any, the location of the research and development department.
B. Location of the facility that will service this contract. This facility shall be located within a thirty
(30) mile radius of the equipment being served and must have been established in this area prior to
July 1, 2005.
C. List source of major replacement parts and software programs, such as Apogee Software
Revision, MBC, MEC, PXC, PXC-M, FLNC components, TI and AEM Trunk Drivers, Digital
Pneumatic Valves, Electronic damper actuators, TX-IO Modules, TX-IO Power Supplies, Sensors,
TECs and related TEC components
13.0 METHOD OF RESPONSE
13.1
A contractor must submit a responsive proposal to this request for bids in order to be considered
for an award.
13.2
Each Contractor should schedule walk through for all buildings included in this specification.
Arrangements can be made by contacting the School District Facilities Office at (215) 853-1051.
13.2.1 The purpose of the walk through inspection is to acquaint prospective bidders with systems
specified for service and inspect the installations.
13.2.2 Proposals will be given stronger consideration from those vendors who attend this walk through
inspection and verify their presence.
13.2.3 Changes and addenda to this bid will be sent only to those contractors who schedule and
participate in a walk through inspection.
10
13.3
Each contractor is to furnish prices on labor and materials as requested on the proposal sheet.
Each contractor is to also furnish a preventive maintenance price based on the requirements listed in this
request for bids.
13.3.1 Prices quoted are to include a margin for the contractor, which is to include but not be limited to
overhead, administrative costs, and profit.
13.3.2 Prices quoted are to remain firm for the period of the contract.
13.4
Bidders shall agree to hold their prices firm for a period of at least sixty (60) days after bid
opening to give North Penn School District sufficient time to make an award.
13.5
Each contractor must complete all the required sheets in this request for bids including the
proposal price sheet, the Contractor Data Sheet, and the Job Supervisor’s resume.
14.0 METHOD OF AWARD
14.1
Bids will be evaluated by personnel from North Penn School District’s Facilities Department.
Award will be made to
14.2
The award will be based on the lowest cost, responsive and responsible bidder including
consideration of the following:
14.2.1 Reputation of the bidder for performing work in a timely and professional manner in the specified
fields.
14.2.2 Sufficient necessary equipment to perform the work required.
14.2.3 Sufficient skilled technicians and supervisory personnel.
14.2.4 Contractor’s compliance with terms and conditions.
14.2.5 Labor Prices - Including normal, emergency and overtime rates.
14.2.6 The yearly maintenance cost based on the requirements listed in request for bids section 5.0.
11
CONTRACTOR DATA SHEET
1. The number of years your firm has been in business: _____
2. List below the name of a minimum of four (4) servicemen qualified to perform the services
required in this request for bids (Automation Technician). These persons are to be the ones who
will service this system:
A. Name: ______________________________________
Years Employed by your firm: _________
Total years of experience in this field ______
Training courses for proof of being capable of maintaining Siemens APOGEE
equipment
conducted by Siemens Industries, Educational Services:
1.__________________________________________
2.__________________________________________
3.__________________________________________
B. Name: ______________________________________
Years Employed by your firm: _________
Total years of experience in this field ______
Training Courses for Proof of Being Capable of Maintaining Siemens APOGEE
equipment conducted by Siemens Industries, Educational Services:
1.__________________________________________
2.__________________________________________
3.__________________________________________
C. Name: ______________________________________
Years Employed by your firm: _________
Total years of experience in this field ______
Training courses for proof of being capable of maintaining Siemens APOGEE equipment
conducted by Siemens Industries, Educational Services:
1.__________________________________________
2.__________________________________________
3.__________________________________________
D. Name: ______________________________________
Years Employed by your firm: _________
Total years of experience in this field ______
Training courses for proof of being capable of maintaining Siemens APOGEE equipment
conducted by Siemens Industries, Educational Services:
1.__________________________________________
2.__________________________________________
3.__________________________________________
12
3. List below the name and telephone number of the service personnel who will be available
to receive emergency service calls:
Name: ______________________________________
Telephone No.: _______________________________
4. Name of individual who may be contacted at all times if service information is requested
by North Penn School District.
Name: ________________________________________________
Address: ______________________________________________
Telephone No: _____________________________________
5. Provide a list of three (3) clients now under contract with your local Philadelphia Branch
office where the scope of responsibilities and contract dollar amount are similar or
greater than proposed for North Penn School District.
Include the length of time each contract has been in force and the name of the person in
charge, with the telephone number.
Current Client
Contract (Years in Force)
13
Name & Phone #
RESUME OF JOB ADMINISTRATIVE SUPERVISOR
Name:________________________________________________
Years Employed by your firm: ______
Total years of experience in this field ________
As a Technician ________
As a Supervisor _______
Supervisory experience in similar employment:
Client Name
Phone #
Contact Person
(Vendor may make additional copies as needed).
14
Description of job duties
Typical Components that may be required
*Automation Products
TX-IO Hardware:
8 Pt. DI Module
16 Pt. DI Module
8 Pt. Universal Module
8 Pt. Universal Module +
overrides
8 Pt. Super Universal Module
8 Pt. Super Universal + overrides
6 Pt. DO Module
6 Pt. DO Module + overrides
TX-IO Power Supply
TXM1.8D
TXM1.16D
TXM1.8U
TXM1.8U-ML
1
1
1
1
TXM1.X
TXM1.X-ML
TXM1.6R
TXM1.6R-M
TXM1.EF4
1
1
1
1
1
MBC Hardware:
Open Processor
Power Module
A1 Module
AOP Module
O1 Module
DO Module
Unit Vent Controller
IXP Transducer
R545-716
R545-714
PTM6.2P1K
PTM6.1PSI20-M
PTM6.4D20
PTM6.20250-M
2590065
245-208
SCU Hardware:
SCU Controller Board
(as available)
SCU Termination Board
(as available)
SCU Communication Board
(as available)
Call for
ID & pricing
Call for
ID & pricing
Call for
ID & pricing
1
Call for
ID & pricing
4
Digital Pneumatic Valve
16
1
1
1
1
1
1
2
4
1
1
Typical Components that may be required
*Automation Products
Unitary Controller Hardware:
Unitary Controller 1/0 Board
(as available)
Unit Conditioner Controller
(as available)
Misc Sensors:
Room Temp Sensor
Duct Temp - Single Point
Duct Temp - Ave. Element
Pipe Temp Trans
Duct R.H. Transmitter +/- 2%
R544-120
1
R540-110
1
536-195
535-741
533-380
536-777
534-636
1
1
1
1
1
17
CONTRACTOR PERFORMANCE EVALUATION
RE: SERVICE CONTRACT FOR BUILDING AUTOMATION
AND ENVIRONMENTAL CONTROL SYSTEM
TO BE SUBMITTED ON A MONTHLY BASIS
PART I:
RATING EVALUATION SCALE (O-10)
( ) 100% COMPLETION
( ) PERIODIC
0 - 2.9 UNSATISFACTORY
3.0 - 4.9 POOR
5.0 - 6.9 AVERAGE
7.0 - 10 ABOVE AVERAGE
CONTRACTOR:
PROJECT:
LOCATION:
BRIEF DESCRIPTION:
WORK ORDER NUMBER:
START DATE __________ COMPLETION DATE: __________ FINAL COST: _________
17
(A) RATING (0-10)
1. Meeting prompt repair
schedule/contract completion
date.
2. Quality of workmanship,
compliance with specified.
3. Timely submittal of the
following items: Estimates,
daily time sheets, invoices,
schedule changes, O&M
materials, change orders.
4. Supervision of work force,
control and performance.
5. Cooperation with building
management.
6. Follow-up and close-out.
X (B) WEIGHT
= (C) TOTAL (A X B)
25
= ___________
25
= ___________
15
= ___________
15
= ___________
15
= ___________
5
100
= ___________
CONTRACTOR SCORE = * COLUMN C (TOTAL POINTS) ______ = 100
NOTE: All contractors are to be requested to give start and completion dates on project.
18
PART II:
QUESTIONS, COMMENTS, AND REMARKS:
A) Provide comments in regard to contractor’s performance. Particularly in regard to 1, 2, and 3
on rating disciplines, if the rating is 5 or below.
B) OTHER COMMENTS:
SIGNED BY:
________________________________ __________________________________
PROJECT MANAGER
DATE
________________________________ __________________________________
BUILDING MANAGER
DATE
9
NORTH PENN SCHOOL DISTRICT
LANSDALE, PA. 19446
BUILDING AUTOMATION SYSTEM SERVICES BID
Firm Fixed Price to provide a comprehensive building automation system service in accordance with
these specifications.
School
13/14
Year
14/15
15/16
North Penn HS
Northbridge School
Pennbrook MS
Penndale MS
Pennfield MS
Bridle Path ES
Gwyn Nor ES
Gwynedd Square ES
Hatfield ES
Knapp ES
Kulp ES
Montgomery ES
Nash ES
North Wales ES
Oak Park ES
Walton Farm ES
York Avenue ES
Support Services Center
Totals
Discount off factory materials required for service.
Year
13/14
% discount
14/15
15/16
Unit Price for labor (per hour) for automation technician reapairs. Hourly rate must include all
taxes, benefits, supervision, profit, overhead, insurances, travel expenses, equipment, and all
associated costs to perform the required tasks.
Year
13/14
Service
14/15
15/16
Normal Service
(7:00am – 4:00pm)
After Hours Service
(4:01pm – 6:59am)
Emergency Service
Normal Hours
(7:00am – 4:00pm)
Emergency Service
After Hours
(4:01pm – 6:59am)
Bid Submitted By:
Name
Signature
Date
Company Name
Address
City
Sate
Phone
Fax
Zip
Please attach copies of all requested information to this sheet.
Remit sealed bids to:
North Penn School District
Support Services Center
630 W. 8th Street
Lansdale, PA 19446
Clearly mark the outside of the envelope "BUILDING AUTOMATION SYSTEM SERVICE BID"
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