230048-CONTRACT TEMPE MECH.PDF

Maricopa County — Formal (2023-03-15)

View PDF Item 36 Meeting page

Extracted text (via ocr_local) 49233 characters

TEVYUE MECH.

JOB ORDER CONTRACTOR (JOC) CONTRACT

MARICOPA COUNTY, ARIZONA

HVAC Job Order Contractor

Office of Procurement Services

Serial # 230048-JOC
Contract # 230048-JOC
C-70-

Facilities Management Department, Maricopa County Arizona

Division 0 - Bidding & Contract Requirements

Section Description Number of Pages
00005 Table of Contents . 1

00500 Construction Contract.... 4
00610 Payment Bond and Performance Bond ........csssssseseeseeesereseseseeeecenesesenesenenentenes 3
00700 General Conditions Table of Contents........ccccccsccssesesseeetessesesenetenerseseeneeenees 6
00700 General Conditions to the Construction Contract 43
Exhibit A — Definitions to the General Conditions.... 3
Exhibit B — Alternate Dispute Resolution .........ccccessesesessessseseseeeeesescseasseeeeees 5
Exhibit C — Legal Worker Certification .......cccsssssesseseeseseereseseeseeneneneenesesnenees 1
Exhibit D — Request for Proposal for Task Order 1
Exhibit E — Performance Bond and Payment Bond Forms we 2
Exhibit F — SBE Reporting Document .........cccssessseseseseseressesesetenenenneseneneeeeeenes 1

Exhibit G — Request for Qualifications dated 12/21/22.....cssssesessesessetereeeseens
Exhibit H — Statement of Qualifications dated 1/12/23
Exhibit I — Certificate of Insurance for Job Order Contract....
Exhibit J — General Requirements for the Job Order Contracts.........:ccseessee

All of the exhibits above are incorporated by reference as though fully set forth herein whether or not
physically attached to this contract.

NOTE: All references to “JOC” in this document are understood to mean the HVAC JOC.

END OF SECTION

SECTION 00500
JOB ORDER CONTRACT

A. EFFECTIVE DATE:

This CONTRACT is entered into by and between the Owner and the Jab Order Contractor as
Contract No. FMD-230048-JOC, and shall be effective as of March 15, 2023.

B. OWNER:

MARICOPA COUNTY

c/o Facilities Management Department
401 West Jefferson Street

Phoenix, Arizona 85003

Cc. JOB ORDER CONTRACTOR:

Tempe Mechanical
3385 N. Nevada Street
Chandler, Arizona 85225

Office:(480) 820-1235; E-Mail: Jyoung@tempemechanical.net.
D. RECITALS:

The scope of work and specifications for a broad range of services will be identified in individual
Task Orders which will be issued by the Owner from time to time. See EXHIBIT D hereto.

NOW THEREFORE, intending to be legally bound and for valuable consideration, the receipt and
sufficiency of which are acknowledged, the Owner and Job Order Contractor agree as follows:

E. AGREEMENT:
Article I. THE CONTRACT

1.1. The Task Order and other Contract Documents explaited in Section 7.1 below and the
definitions which are contained Section 00700, Exhibit A, govern this Job Order Contract.

Article I. ©THE WORK

21 The Job Order Contractor shall execute the entire Work described by each Task Order,
including work which is reasonably inferable and necessary to produce the results intended by
the Contract and the Task Order.

Article Il. CONTRACT TIME

3.1 The Job Order Contractor shall have access to the area of the Work effective from the date of
the Notice to Proceed for the assigned Task and shall achieve Substantial Completion and Final
Completion of the Work no later than the performance period. specified in each Task Order
issued. The length of this Contract for services will be for a period of three (3) years with two
one-year options to extend the contract, but in no event will this Contract’s Term continue
longer than five (5) years from the date of the Contract. The term of this Contract shall not be
extended. All Work issued hereunder must be completed in full by the final expiration date of
this Contract. Extensions to this Contract for years 4 and 5 may only be made by an amendment
signed by both. parties. A: permission to complete a Task Order ‘that extends into Year 4 or
Year 5 does not extend the Contract in its entirety for the:additional year.

3.2 The Job Order Contractor shall achieye Substantial Completion of the Work ae defined in
Section 00700, Article 9.8 herein, and evidenced by a Certificate of Substantial Completion)
not later than as specified in each Task Order.

3.3. The Job Order Contractor shall achieve (as defined in Section 00700, Article 9.9-herein, and
evidenced by a Certificate of Final Completion) no later than as specified in each Task Order.

Article IV. CONTRACT SUM

4.1 The Owner shall pay the Job Order Contractor in current funds for the Job Order Contractor’s
performance of individual Task Orders in an aggregate amount not to exceed Fifteen Million
‘allars:($15,000,000.00) in total, and not to exceed Five Million Dollars ($5,000,000.00) per
Fiscal Year, which Fiscal Year shall be designated by the Owner as beginning on July Ist and
ending on June 30th of the next calendar year. The single. maximum value of.a task issued
shall not exceed $2,000,000.00. The Owner does not guarantee a minimum Contract Sum
under this Contract, and Job Order Contractor, in accepting this Contract, does not expect a
minimum Contract Sum. Payments will be made in accordance with the sum negotiated for

each spevific Task Order.

Maricopa County, at its sole discretion, may require the Job Order Contractor to purchase from
a specified or designated County supplier (i.e. Home Depot) any and/or all available materials
applied or installed by the Job Order Contractor or its subcontractors for a Task Order. The
materials purchased by the Job Order Contractor(s), or its subcontractor(s), shall be purchased
by the Job Order Contractorts), or its subcontractor’s, using their own funds and/or credit.. Any
discounts offered to the JO! the County’s material supplier shall be passed through to the
County without markup. The County is nota party to these transactions and any: issue/disputes
shall be resolved without the involvement of the County.

4.2 FEE AND OVERHEAD CALCULATIONS FOR CONSTRUCTION COSTS UP TO $250,000.00
Overhead must be all inclusive and include all “costs of doing business”. The County will not
pay separately for items such as, but not limited to warranty, project closeout, home office
expense, personal. safety equipment, safety personnel, unless safety personnel is specifically
required for the Work being performed an spproved by the Owner. The Job Order Contractor
agrees the overhead shall be no more than 8% and the fee shall. be capped at 5%.

43 FEE AND OVERHEAD CALCULATIONS FOR CONSTRUCTION OVER $250,000.00
Overhead must be all inclusive and include all “costs of doing business”. The County will not
pay separately for items-such as, but not limited to warranty, project closeout, home office
expense, personal safety equipment, safety personnel, unless safety personnel is specifically
required for the Work being performed. and approved by the Owner, Overhead cost and
percentages in addition to Job Order Contractor fee(s) shall be negotiated between the Job
Order Contractor and the County for any projects exceeding $250,000.00.

Article V. PROGRESS PAYMENTS

5.1 Progress payments will be made in accordance with Article 9 of the General Conditions to the
Job Order Contract.

Article VI. § FINAL PAYMENT

6.1 Final Payment will be made in accordance with Article 9 of the General Conditions to the Job
Order Contract.

Article VII. CONTRACT DOCUMENTS
7A The Contract consists of the following documents incorporated herein by this reference:
7.1.1 The Job Order Contract — Section 00500.
7.1.2 The General Conditions to the Job Order Contract — Section 00700.
7.1.3 Permits, Change Orders, Change Directives, amendments or modifications to the Contract.

7.1.4 Any and all documents issued during the procurement process for this Contract.

7.1.5

7.1.6
TAT

718

7.1.9

Task Order documents including, but not limited to, Task Orders, associated plans and
specifications.

Any addenda to any issued Task Orders or other Contract documents.
Exhibits to Section 00700:

Exhibit A — Definitions to the General Conditions

Exhibit B — Alternate Dispute Resolution

Exhibit C — Legal Worker Certification

Exhibit D — Request for Proposal for Task Order

Exhibit E — Performance Bond and Payment Bond Forms
Exhibit F - SBE Reporting Document

Exhibit G — Request for Qualifications dated 12/21/22
Exhibit H — Statement of Qualifications dated 1/12/23
Exhibit I — Certificate of Insurance for Job Order Contract.
Exhibit J - General Requirements for the Job Order Contracts

All of the exhibits listed above are incorporated by reference as though fully set forth,
whether or not they are physically attached to this Contract.

All amendments to this Contract shall be in writing and approvedisigned by both parties.
Maricopa County Office of Procurement Services shall be responsible for approving all
amendments for Maricopa County.

UNIFORM ADMINISTRATIVE REQUIREMENTS:

When applicable and by entering into this Contract the Contractor agrees to comply with
all applicable provisions of Title 2, Subtitle A, Chapter II, PART 200—UNIFORM
ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT
REQUIREMENTS FOR FEDERAL AWARDS contained in Title 2 C.F.R. § 200 et seq.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and date first
above written, in counterparts, each of which shall, without proof or accounting for the other counterparts,
be deemed an original contract.

HVAC Job Order Contractor

230048-JOC
Principal (Signature) Date
Py a! 20-8040140
Printed Name , 7 Federal Tax Identification Number
Controll ROC273252 | ROC273253
nuroler ROC274514 | ROC274513

Title License Number

Per contract and general conditions 230048-JOC 90924
Vendor Terms NIGP Commodity Code (Advantage)

COUNTY OF MARICOPA, ARIZONA

RECOMMENDED BY: ACCEPTED AND APPROVED:
Department Head Date Chairman, Board of Supervisors Date
ATTEST:
Clerk of the Board Date
LEGAL REVIEW

Approved as to form and within the powers and
authority granted under the laws of the State of
Arizona to Maricopa County.

By:

Deputy County Attorney

Date:

Facilities Management Department
MARICOPA COUNTY, ARIZONA

230048-JOC

HVAC JOB ORDER CONTRACT

(3 Yr Term)

SERIAL # 230048-JOC

CONTRACT NO. 230048-JOC
COMPANY NAME: _Tempe Mechanical

Please fill out the following rate chart with the hourly rates that match the staff classification
description. Rates shall be provided EXCLUSIVE of Overhead and Profit. Please utilize these staff
classifications and do not add or modify any classifications.

STAFF CLASSIFICATION BILLING HOURLY RATE
Project Manager $110

General Foreman $85

Journeyman $65

Apprentice $35

Laborer $25

Markups for quoted work is limited to the following overhead and profit percentages:

Overhead — 8%
Profit - 5%

TEMPE
MECHANICAL

February 17, 2023

Maricopa County

Office of Procurement Services
301 W. Jefferson St. , Suite 700
Phoenix, AZ 85003

Re: Authorized Agents

The following individuals are Authorized Agents on behalf of AWY Holdings Inc.
dba Tempe Mechanical. Below listed individuals can sign any and all required
project documents.

Josh Young, President
Joe Young, VP of Service & Design
Patricia Limbert, Controller

Regards,

tate of Arizona
County of Maricopa

Onethis _ 17 day of February , 2023 , before me
personally appeared JOSH YOUNG , whom! know personally , and
acknowledge that he executed the same.

JULIA R REEVES
Notary Public, Stete of Arizona
a

LF-43

Phone (480) 820-1235 / Fax (480) 820-1131 3385 N Nevada St., Chandler, AZ 85225
HVAC Comm. Lic.273252 C-79 / Res. Lic. 273253 R-39

DATE (MMIDDIYYYY)

®@
ACORD CERTIFICATE OF LIABILITY INSURANCE nea

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER GONEACT Barbara Farkas
Scottsdale AZ 85251 AabHEss: bfarkas@orestins.com
INSURER(S) AFFORDING COVERAGE NAIC #

INSURER A: Contractors Bonding Insurance Company 878
INSURED : TEMPMEC-O1) weurere: RLI Insurance Company 13056
Tempe Mechanical
AWY Holdings Inc insurer c: Homeland Insurance Company of New York 34452
3385 N. Nevada St. INSURER D: CopperPoint Western Insurance Company 13209
Chandler AZ 85225 INSURERE:

INSURER F :
COVERAGES CERTIFICATE NUMBER: 1091790924 REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

applies. This form is subject to all policy forms, terms, endorsements,
General Liability, Auto Liability, Employer's Liability and includes Severability of Interest.

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required)

*Installation Floater - Deductible $1,000: One Location/Per Disaster $500,000 / Temporary Location $500,000 / Transit Limit $250,000.

Certificate holder and others when required in a written contract or agreement are Additional Insured (General Liability & Automobile Liability). Coverage is
Primary & Non-Contributory (General Liability & Automobile Liability). Waiver of Subrogation (General Liability, Automobile Liability & Workers Compensation)
conditions definitions & exclusions. Umbrella Policy follows form and extends over

CERTIFICATE HOLDER

CANCELLATION

Proof of Insurance

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE

Cody. Rito kQ

ACORD 25 (2016/03)

The ACORD name and logo are registered marks of ACORD

TEMPE
MECHANICAL

Statement of Qualifications for
Job Order Contractor
SERIAL # 230048-JOC
CONTRACT # 230048-JOC
Due Date: Thursday, January 12, 2023
Due Time: 2:00 p.m. MST

Phone (480) 820-1235 / Fax (480) 820-1131
3385 N. Nevada Street, Chandler, Arizona 85225
Commercial License ROC273252 C-79/ Residential License ROC273253 R-39
Commercial License ROC274514 C-37/ Residential License ROC274513 R37R

1) Prior Experience

Provide a project description for five similar projects for which your firm was a JOC for a period of at
least three consecutive year(s) for design phase services, construction phase services, and either
maintenance services post-construction or maintenance services in conjunction with construction. If
you have not had JOC project delivery method experience on similar projects, but your firm has done
similar projects and you believe that your firm has experience on those projects which is comparable
to the JOC project delivery method, provide a project synopsis for each such project and include

an explanation of why you believe the experience is comparable to the JOC project delivery method.
As to prior experience, please include the following for each project:

> Please refer to our project references attachment 1 page with completed projects: Tempe Mechanical has
successfully completed work under general contractors for JOC contracts, municipalities, healthcare, education, and
industrial projects. We want to expand our mechanical services to support our county and cities. We have extensive
experience doing re pipe, equipment, and fixture changes outs, GMP, design build and design assist contracts.

a) Describe the average number of projects assigned annually, how many of those were completed
during the budget year, and the average cost per project per year.

Tempe Mechanical has completed 17 JOC projects this year and total of 60 in the past 3 years under general contractors.
Averaging $70,000.00 :

b) Describe size, schedule, budget, and complexity of each project.

Tempe Mechanical preformed projects as small as a few hundred square feet to several thousand square feet, schedules
can run from one day to several months. From LEED certified construction to the unique challenges of refitting old
structures, Tempe Mechanical provides comprehensive plumbing and HVAC capabilities for more efficient development.
Our in-house sheet metal fabrication enables us to quickly customize to your unique specifications and

our Comprehensive Project Coordination ensures your project is handled with superior efficiency. flexibility, quality, and
safety. Whether you have a complex HVAC system with cooling towers and chillers, or you have a rooftop unit that
needs work, we guarantee our work so you can rest assured you’re getting quality services.

c) Described services provided.

Contracting services include commercial HVAC design and maintenance, HVAC equipment replacement, HVAC
retrofitting, commercial plumbing and mechanical piping, commercial and custom sheet metal fabrication

d) Describe design phase cost estimating experience. Indicate whether this includes and describe any milestone
conceptual cost estimating and/or phase conceptual cost estimating.

We provide design and cost estimation proposals by working with an engineer to come up with the most efficient
options for the mechanical and plumbing systems. During the estimating and design process, we revise pricing and make
any necessary changes to meet budgets. Yes, conceptual cost estimating, and phase conceptual cost estimating is
included.

e) Describe design phase constructability reviews and systems reviews and benefits achieved for

owner from the reviews. We plan to control and manage costs by working with the design team through all phases of
design giving our expert advice as well as price each new set of drawings, giving valuable cost analysis and cost saving
ideas when necessary. We utilize our relationships with vendors/ suppliers and subcontractors to make sure we can get
competitive quotes without sacrificing quality.

f) Describe design phase value engineering and benefits achieved for the owner from the value

engineering. We plan to control and manage costs by working with the design team through all phases of design giving
our expert advice as well as price each new set of drawings, giving valuable cost analysis and cost saving ideas when
necessary. We utilize our relationships with vendors/ suppliers and subcontractors to make sure we can get competitive
quotes without sacrificing quality.

g) Describe the process by which the price was established, and the processes used to keep the
project construction cost within the estimate provided.

Before construction begins, Tempe Mechanical works with the client to define the scope of the project and the budget.

h) Provide owner starting budget estimate, the construction estimate, and the final contract amount for each project.
Include a description of change orders. Include a description of any savings achieved and how savings were allocated
between owner and contractor. Our proposal details scope of work, material/ product description with quantities, and
cost. We will provide addition scope adds or deducts (savings) for value engineering options if requested and to align
with project budgets. Scope is determined and then contracted, anything above or outside that contracted scope would
be subject to a change order and anything eliminated would be a credit.

Submit a deductive change order for any potential savings to the owner for approval. Once approved the amount would
be deducted from the total contract amount.

Please see attachments for examples of budget estimates, construction estimating and change order sheet.

i) Describe how acceptable construction quality was determined and achieved.

Our Total quality control is a commitment to quality expressed in all parts of our organization and typically involves
many elements. A major element is the Design reviews to insure safe and effective construction procedures. During
construction Tempe Mechanical utilizes a pre punch method. Quality control is implemented and inspected by our
Superintendent and Foreman through every phase of the project. Our quality control ensures our team’s installation
meets Tempe Mechanical’s Quality Standards, and those set by design specification, and client.

j) Describe whether the project was completed within the original project construction schedule.

Explain any variances. Our team has schedule forecasting and labor planning projection meetings. In these meeting they
discuss ongoing projects and critical milestones that will be approaching. In addition to this our operations uses pull
planning and stays in communication with onsite superintendents to make any necessary schedule adjustments to
complete project schedule on time.

k) Describe how the firm avoided potential problems or solved actual problems as early and as rapidly as practicable.

Comprehensive Project Coordination (CPC) is our unique methodology, developed over two generations of mechanical
contractor experience and counting. CPC is used for achieving our clients’ goals, while minimizing uncertainty and
miscommunication, freeing you to focus on meeting other management challenges.

CPC is our unique methodology to organize HVAC projects, solve problems, and overcome challenges to keep your
project on track, on budget, and safe.

CPC includes an open channel of communication throughout, so you’re always kept current on progress. As a result, we
can consistently support job site efficiency, accelerated timelines and superior safety.

This exclusive system is our solution for consistently delivering projects on-time and on-budget. CPC enhances the value
of your project and property. It is founded on our commitment to communication and responsiveness. It’s how we
translate our family values into real reliability on the job. From initial estimate to job close out, we coordinate every
aspect of your project for superior efficient, flexibility, quality, and safety.

1) Describe the firm claims resolution with subcontractors, vendors, and material suppliers.

Tempe Mechanical uses a flow chart to help them resolve conflicts and claims.

Issues are assigned to management, typically resolved at this level. If they are not resolved by them in a reasonable

amount of time, they are escalated to the executive management until they reach a resolution. Overall, we prevent
disagreements and litigation by working through a resolution with our trade partners before resorting to any other

options.

m) Describe the quality and productivity of the interaction between the firm and the other major

participants such as owner, design professional, any construction manager, subcontractors, and

design professional’s consultants.

Its starts with our leadership team and upper management who continue to refine and improve with performance
reviews, extensive ongoing training for personnel in construction technique, methods, and etiquette. Our teams meet
regularly to make suggestions for quality improvement. These trainings are implemented and practiced shifting the
responsibility for detecting defects from quality control inspectors to workers.

n) Client references (see attachment 1)

2) Project Team (see next page)
Please include the following information:
a) Provide graphical organization of proposed staff.

TITLE ROLE / RESPONSIBILITY
President e Adherence to Maricopa County JOC Standards and Procedures.
(Josh Young) © Oversee financial aspect of project to ensure in-budget completion

17 plus years’ experience in project
management, engineering, and

Oversee Schedule and Labor Plan to ensure on-time completion

e Oversee All Requirements in Contract are met.
construction industry © Quality Control and Safety Inspection
e Contract Coordination
e Scope and Design Pricing Coordination
e Specification Compliance Reviews
HVAC Divisions Manager, Safety Manager, |e Director of Safety
(Ed Young) e Oversee all construction is performed in a safe manner
25 plus years’ experience in construction, e Administer/Direct safety meeting, tail gate meeting
safety, quality control, and purchasing. e Weekly Safety Walk
e Monthly Safety & QC Inspections
e Coordinate delivery of all material to site
© Coordination fabrication of all duct and piping from shop to field.
e QC Inspections on all manufacture and install equipment
Plumbing Operations/Project Manager e Adherence to Maricopa County JOC Construction Standards and Procedures.
(Ron Turrell) e Primary Client Contact
20 plus years’ experience in project * Scheduling Reviews & Coordination
management and construction industry © Project Management, Quality Control, Safety
e Scheduling/labor planning
e Subcontract administration
e Supervision of Project Team
e Acceptance/sign-off.
Project Coordinating Manager/ Project © Product, Equipment Submittal Coordination
Manager Assistant e Track, Document all Equipment Submittals, Changes
(Jennifer Phelan) e Field changes, material changes & coordination
15 years’ experience in construction © Requisitions, PO’s, Equipment deliveries
industry © Support Project Manager, and Purchasing Manager
e Prepare O&M Manuals
Project Superintendent HVAC e Supervision of subcontractors
(Alex Bracamonte) e Supervision of hvac site labor
20 years’ experience in mechanical systems | e Field changes & coordination hvac division
construction e Pre-Commissioning Coordination, System Verifications
¢ Equipment inspections, start-up, Acceptance testing
Project Superintendent Plumbing e Supervision of subcontractors
(Tony Vyverman) e Supervision of plumbing site labor
20 plus years in experience in plumbing e Field changes & coordination plumbing division
construction industry e Pre-Commissioning Coordination, System Verifications
¢ Equipment inspections, start-up, Acceptance testing
Service Manager & VP of Service & Design e Coordinate controls/ line sets and start up
(JC Contreras) & Joe Young e Pre-commissioning coordination
30 years’ experience in the HVAC service e Field testing of HVAC equipment

and construction industry

Support project managers on service aspects, start up
Manages and mentors service technicians

The Tempe Mechanical Project Management process begins with the assignment of a team of top-quality personnel.
This team is defining below. Roles of each team member include:

b) Provide graphic depicting current and projected workloads of proposed staff members. — Next Page

Z4j0 | abe

oF “(duexieneH Auoiquy) a
00°0S2'8L $ - 0OL peplemy : ecocoge == “aulj SiojonyjsucD 104 : MA apell gAiddng dS aid 2920-2
(uewyjolg usy)
o00E9'r $ ooL peplemy Zzozivz1g = Auedwiog Bupjing eueqig MA lepowisy 820 suegig = aN Id €SZ0-22
Ce : : “(Uewiujo9 Uey) eo : ee
oo'0s2'e $ ool peplemy =—s—s—s e/ve/e. Aueduiog Buipjing eueqia ol | IRPOWSY POND SUEMII -OVAH ESZ0-2e
(Aqqge
00" o06* LL $_ 2@zoe/W/6 = OOb Paplemy zeoz/swe 9!) UoHONASUOD uooda NA oe Suns sueddiysun _SINTd vyc0-ce
= : : : a (Guipnog ye6pta) oe : :
oo'see'z te$ OL peplemy / ec0ziv/8 7 ul RortsuOo uosds, : NM cet auins | U LIWWAS ai09 aWid 6800-¢e
(Auequen € JEUIWUE) VIHSd Je WooY yeag
00" ‘ose’ s $ ooL peplemy 220z/8/8 PPO) suo siyj ssn - gds NM duey 8 SJEUS}EW Soul Ny sonuold gd 0€Z0- ce
z ee : (Auegmen ‘ ue € yeulue, 4 VIHSd e wooy yealg
i ooaor'eL $ : i : Ook paplemy ’ ec0c/g/e ppl) guo sivesn- dS ol. due g SIELSIEW SeulLIy sel “OVAH - O€20-2e
oo'seo'sz $ OL pepliemy LAAN AL TAP (s00y yer) urey Fallen € dd puomysam, “OVAH 9200-22
eee : / i : : ae _ (aue7-seuor ; Ayua lenuey - @ : a
oo ose’eZt $ OL Papieny, eCCOCIE LIL uetes) seluediiog ery u ce a _ Bupuna - se1ue9 eoreuuiog YON a ad OLzo-ce
(ran ined) saluedwog —

00'0Sz'68e $ ooL peplemy ecOe/L L/L

AA suoeAouey Jooyds Areyuawely MAr IN Td 1810-2

" Glgny Ind) salueduiog |

oo'oos‘oe$ OOL =——séapIEMYy ZZOe/LUL Buipiing Aypegow 97 Suonencusyy joouns Aigjueulefa Mr -OVAH 2840-22
(yew vL-
oo'sze'ee $ ool papiemy ZZ0z/SVL _ugsny) EN.O 3M M Ajunuuiog Bury Joes SHON 1a =—GWTd —_HLLO-ZE
a 3 (isu vi a
cooos'rces tt oOL =—séaplemy «= ZzOR/SL/Z. =u) ON. AM 07 Alunuuiog Buia olueg ayon oldend -OVAH — pLbo-ee
(jeuueg wepy) :
00'00r'Le ooL papiemy Zzoz/VziL_ Auedwiog Buiping eueqis M lepowsy Aoeuueyd dl Hod = GINId LOE
: oo : “(jeuueg wepy) | : : a. Cee
ooooo'oss$ ts OOF papiemy Zeoe/Le/z Auedwogbupngeueqig = fepowiey AoeuueUd dlHOd -OVAH = celo-ee
(playAew peig)
ooszt'L $ oot pepiemy Zzoziezly “Ou ‘selueduiog eépuqweg MA uoneIs JeysueLL ZV IENUEQ = ANTd = Z0L0-@Z
oo'se‘ezl ¢ : 008 pepiemy —«=—=s zzz Ib M euUeW Aeguoidioog Wid —¥600-2Z
00'000'srz $ ooL papiemy zz0z/sze O71 Aiigey yeuuoosayUy JaVEM PEWIE}|PaY -OVAH — 9G00-2Z

junowy %IN payoedxy snje}s ulso[9/Pia JOWO}SND sales Zsa Sa eweN Ald aipla

OL:2S:Z1 ‘ezoz uer 90

WWwoinvroan 47
ESTSETA ull

szo0foid popseme jo peopyiom poz Ie[01g

740 2 a6eq

junowy

%IN_peyvedxy %d

snyeys ulsoj9/Pia Jewoysn9

sajes z2isy_ 1sa

00°06r‘LL6'e$ “TWLOL
| (epuenw iebuy)
euozuy ‘Auno9 edosuey |
: : : ‘Qioeqjageny JeeudIN) oo. |
oo'00s'¢ $ OL Peplemy. ee0e/uitt Sul SIOIONASUOD [D4 Mm it og0b suns - Auunog edooueW -OVAH 0S€0-¢e
: (Wewuey (anasey,
oo'sze'vel $ oor papiemy Zzoz/e/bL —_uoser) uoyanasuoD rar MA _uosaeou) seye]ung souessieuey = AWTId = 0020-1Z
eronememenenepent , — ee ne
00°002'621 $ OL paplemy Seocie/L+ User) Uononusued rar 91 _wosgou) SOXELUNS eollessieue -OVAH —-00Z0-12
: (olninu, 1
_00'000'e8s $ oor pepemy zz0z/9z/01 fo197) uoyonysuod 3YOO AA Bel#UONEIS aj seehpooy = GIWId = Z9L0-2z
: : : (ofa Le oo i
00'000'295 $ OOL Peplemy zz0z/97/01 fosor) uogonsued THOO a1 BBL UONEIS a4 JeeApood -OVAH = Z9L 0-2
(Ausqmen
00°00S'8z $ oor papiemy ZOZILLOL PPOL) euO SIM} esn- as Fo] LL WooY MAD EL OUI JeHUOIY =-OVAH —- GLE0-ZZ
oo : (ezie9 ulAsy) seluedwiog | oe ae oe
00°0S2'z9 $ -0OL pepiemy ZzOz/eL/OL _ Guipiina AUHEOOW NM WN JUOWS}EM SIEPsHoOS «= INTd «~—s« GL CO-¢e
“(eueg uiay)) ‘saluedwog
00'00s'S6 $ ooL pepiemy ZeOz/EL/OL __ Buipyng Auueoow 1 VN yuoayeM sJepsyoog -OVAH = 6LZ0-7
co : : (Ange : : S
00's2c 01 $ OL Peplemy zz02/086 sold) Uopengsug] Horde MM. ogg sins WesH Zy «= GITd «= 9LEO-ez
(kqgam
_oo'o0s'zl $ oor pepiemy Zz0z/0e/6 4910) UOHFONASUOD Uoode | aww 098 e1INS WIESH ZY -OWAH —-9L-E0-2z
a (jaqieqany JOEUSIW) a oo : ae ;
(o0'0$ OL ‘peplemy ec0z/g/6 “OUI SiojoNsuOD 194 oo fo Aqua jenuew|-eyeoojey eipaN OS -OVAH — S620-ee
@ (wary red) seivedwio : 5 shots hee |
oo'sza'0z $ ool paplemy ezoz/Le Bulpying AyLeQo;W NM uoyeaousy qe] AeWEUd GASH Wd — 820-27
: — Gepuam . lL» 3ov>Ovd
oooss'}2 $ OoL peplemy zeozez/a maid) ‘ou siojonasuog 194 MA AWaavOy SLVIAVGALINN -OVAH == 9rc0-e¢
(abu LL ¥ 3OVNOWd
o0'001'2z $ ool pepiemy ZZOZ/EZ/B MeIq) “oul SIOONSUOD [OI Wo AWSQVOV SLVIAV GALINN -OVAH = 9820-22

TWOINVHOSH
adWa

OL:2S:Z1 ‘€zOze er 90

c) Indicate time that each of the assigned staff person will have to dedicate to this project.
Our goal is to Provide an experience that is fulfilling for everyone working on these projects. The level of resources and
experience our projects managers have, allow them to consistently work on multiple job orders at one time.

Tempe Mechanical has 98 employees, and 4 Division mechanical, plumbing, fabrication, and service. Our mechanical and
plumbing divisions have superintendents and foreman with crews who they manage. Our foreman and general foreman
are trained to perform work independently as needed. Our service division manager JC Contreras and technicians work
simultaneously with our other divisions which allows every project the attention it deserves.

d) Include examples of projects where staff assigned to this project have worked together as a team.

Work Performed Project Name Contractor Amount
HVAC-WET & ASU Neon Biorepository Haydon Building Corp (Joe McGhee) | $ 192,250
PLUMBING

HVAC-DRY & ASU Shepherd Lab Haydon Building Corp (Joe McGhee) $ 51,250.00
PLUMBING Renovation

HVAC & PLUMBING

Blackwater Community
School

Gilbane Building company

$1,873,500.00

HVAC & PLUMBING

Scottsdale Airport Hangar

JE DUNN

$696,650.00

HVAC Great Wolf Lodge Neuman Pools $2,395,895.00
Waterpark
HVAC Queen Creek Fire Station FCI Constructors $250,00.00

HVAC & PLUMBING

Prasada Honor Health
FSED -Design Assist

JE DUNN

$1,100,00.00

HVAC

Scottsdale WTP

Archer Western

$572,743.00

e) List proposed key sub-consultants with qualifications and experience of individuals. Include key sub-consultant
resumes in Section 8 Attachments (b) Resumes (below).
Tempe Mechanical is a subcontractor who partners with General contractors and engineers and vendors.

We partner with the follow contractor firms:

Core Construction

3036 E Greenway Road

Phoenix, AZ 85302

JE DUNN

2000 W University Drive

Tempe, AZ 85281

McCarthy

6225 B. 24" Street #125

Phoenix, AZ 85016
Contact: Paul Kubik

LSW Engineering

2333 W Northern Ave #9

Phoenix, AZ 85201

Foresite Design and
Construction

1425 North Mondel Drive
Gilbert, AZ 85233

WEITZ

2111 E. Highland Avenue
Suite 400

Phoenix, AZ 85016

MGC Contractors
4110 E Elwood Street
Phoenix, AZ 85040

Kraemer Consulting
Engineering

2050 W Whispering Wind Dr.

Phoenix, AZ 85085

FCI Constructors
10922 West Glenn Dr.
Glendale, AZ 85037

SUNDT
2620 S55" Street
Tempe, AZ 85282

Caliente Construction
485 W Vaughn Street
Tempe, AZ 85283

American Flowtech
3385 N Nevada Street
Chandler, AZ 85225

f) List example projects the proposed individuals of your firm and consultant firms have completed as a team

Project: Anchor Health Honor Health FSED Prasada
Construction Service Performed: HVAC & Plumbing
Contractor: JE DUNN

Engineer: Van Boerum & Frank Associates

Project Info: Mechanical Design Assist - CONSTRUCTION
OF A NEW 1-STORY FREESTANDING EMERGENCY
DEPARTMENT IN THE CITY OF SURPRISE, ARIZONA. THE
FACILITY IS 12,053 SF AND CONSISTS OF (10) EXAM
ROOMS, (1) RESUSCITATION ROOM, (1) CT SCAN
ROOM, (1) X-RAY ROOM AND ASSOCIATED SUPPORT
SPACES.

Project: City of Tempe West Building

Contractor: Foresite Design and Construction

Engineer: LSW Engineer

Project Info: THE PROPOSED PROJECT INSTALLS NEW
ABOVE CEILING MECHANICAL SYSTEM COMPONENTS IN
THE RECEPTION/WAITING AND NON-PUBLIC OFFICE
AREAS LOCATE IN THE EXISTING WEST PORTION OF THE
TEMPE CITY HALL BUILDING GARDEN LEVEL
DEPARTMENTAL OFFICES.

Project: Queen Creek Unified School District GPA Media
Center Tl

Construction service Performed: HVAC & Plumbing
Contractor: Core Construction

Engineer: Kraemer Consulting Engineers

Project Info: Renovation of a media center in a high
school — high efficient packaged rooftop units and new
ductwork

Project: Biltmore Cart Barn & Pro Shop — In progress
Construction service performed: HVAC & Plumbing
Contractor: SUNDT Construction

Engineer: Mechanical Design INC

Project Information: Addition and renovation to the
historic Biltmore cart barn & pro shop. one story grade
golf cart storage, lockers and office below grade golf
cart storage staging are

In addition, each Proposer may address the following owner Project Team high-priority areas:

© Have the individuals in Proposer's project team for this project worked together previously in
successfully completing the projects described under Prior Experience above. — YES

3) Subcontractor Selection Plan

Tempe Mechanical has been working in the industry for over 30 years and has developed long standing relationships
with reliable vendors and subcontractors. Our subcontractors and vendors are trustworthy, knowledgeable, and
qualified. We set high standards during our prequalification processes to ensure a better deliverable for our customer.
We have reliable partners that works with us through the entire processes of the project which in turn is the key to part

of our success.

vendors/subcontractor

Prequalify —Insurance, Safety, Business History, Claims, and Reputation
@ Bid Procedure — Upload and provide all project documents through bid tracer, Invite 3. or more

C1 Award/Selection — Evaluate and score for complete scope, cost competitiveness and lead times

Our processes begins with our data base holding our vendors and subcontractors’ information that have been vetted
and prequalified based on insurance, years in business, safety, past performance, reputation, and claim history.

In addition, the following minimum information should be included:
a) Your criteria for determining the qualifications of the subcontractor(s), for example
© Number of years in business ¢ Financial history e Etc.
b) The minimum number of qualified subcontractors available for each trade

c) The range of years that your qualified subcontractors have worked with your firm

5-20 years

d) Provide reference

1. Company Name: Apache 2. Company Name: Hercules 3. Company Name: Lennox
Rentals Industries Industries

Address: PO BOX 6956 Address: 1310 W Evans Drive Address: 3446 S 7" Street
Phone Number: 602-272-7368 Denver, CO 80223 Phoenix, AZ 85040

Fax Number: 602-442-4229 Phone Number: 303-937-1000 Phone Number: 602-235-3736
Person to Contact: Scott Jones Person to Contact: Paul Torocletti Person to Contact: Jeff Beck
Email Address: Email Address: Email Address:
Scott@apacherentals.com pitorcoletti@hercmail.com jeff.beck@lennoxind.com

4) Project Management Plan

Provide information on how the firm would propose to apply the firm’s and the proposed project team
experience and qualifications for this project.
In addition, please provide:

a) A description of the processes the firm proposes to use during the design phase of this project for
the following subjects:

Project Approach, Management Approach
Project Management Functions
Tempe Mechanicals professional project management team will ensure the following critical components:

> Total Quality > On Time Completion

> Total Safety > In Budget Completion

> Meeting Critical Milestones
Through our broad base of industry experience and professional project management team, Tempe Mechanical will
meet the challenge that JOC Projects present. Maintaining a safe working environment for all trades, coordinating all
excavation and underground plumbing and HVAC duct work, and keeping open communication with all trades, Maricopa
County trade partners will be the key to our success.

Critical Milestones include:

Y Completion of Product Submittals, approval Unit-by-Unit connection of mechanical
by engineer of record. equipment.

¥Y Purchase of Long-Lead Material Items. Completion of HVAC Trim-Out

¥ Completion of underground plumbing Completion of Plumbing Trim-Out
rough-in. Completion of HVAC Controls

Y Setting of all large mechanical equipment. Testing and Commissioning

¥Y Rough-In of all large duct work. Final Owner Acceptance of Systems,

Training, Close-Out

QLNNNAN

Tempe Mechanical will work with the project team to define a final project schedule.

e Microsoft Project
e Excel Yearly Labor Forecasting Tool

b) Describe the procedures the firm, as Job Order Contractor, proposes to use to select
subcontractors under the firm Subcontractor Selection Plan.

We send out each project with bid tracer and obtain 3 or more quotes for every category or trade to bid on. We
evaluate the quotes and select, or award based on a full and complete quote for their scope of work, cost
competitiveness and lead times for schedule accommodation.

c) Describe the schedule management and control process the firm proposes to apply to this
project. Among other items, specifically address submittals, sub-contractor management, and
critical path aspects of project and material availability.

5) Budget and Scope Management Capability

Approach to Project Management

Our Project Management approach is organized to accomplish our clients' objectives of a smooth implementation, on time
and in budget project. After installing several thousand systems, Tempe Mechanical has developed a successful process
for both the management of a project as well as the installation and integration of the different components. This
experience translates into numerous benefits for our clients.

Our Project Management Team and System Implementation Process produce a superior quality product, which is more
reliable, and lowers on-going operating costs of the system. Each of these important aspects to Project Management is
described in detail below:

Internal Pre-Bid Review Process: Operations ensure no technical challenges vs. staff capabilities.

Specification Compliance Review Process: Internal project specification review w/technical equipment submittals. Ensure
equipment meet spec and define changes with owners A&E to ensure smooth commissioning at end of project.

Sales-To-Operations Turn-Over Meetings

Operations-To-Field Turn-Over Meetings (Foreman Field Books)
Operations-To-Service Turn-Over Meetings

Pro-Active Approach Project Management

We use a developed set of submittal-ready HVAC-Mechanical Contractor Program and Forms. Ensuring compliance with
minimum standards of material and workmanship to insure the performance of the facility according to the design.

We are commitment to quality expressed in all parts of an organization and typically involves many elements. Design
reviews to insure safe and effective construction procedures are a major element.

Y Product & Specification Compliance Reviews: Managers assures end product complies with contract requirements.
v Engineering, Drawing Design Review Meetings

Other elements include extensive training for personnel, shifting the responsibility for detecting defects from quality
control inspectors to workers, and continually maintaining equipment.

vY Field Safety Meetings, Inspection Walks
vY Weekly, Monthly Inspections

Our Workers meet regularly to make suggestions for quality improvement.

Material suppliers are also required to insure zero defects in delivered goods. Initially, all materials received from a supplier
are inspected and batches of goods with any defective items are returned.

¥Y Shop & Equipment Inspection, Fabrication Inspections
¥Y Standard Commissioning Start-Up Documentation
Y¥ Job Close-Out Audits

Tempe Mechanical’s Safety Director (Ed Young) will visit the site monthly to ensure our team’s installation meets Tempe
Mechanical’s Quality Standards, and those set by Design Specification, Owner, and GC.

In addition, each Proposer may address the following Owner Project Management Plan high priority areas:

¢ Current local construction market material supply/cost forecasting ability. We stay current with suppliers and have
the capabilities to procure equipment our vendors/suppliers and store equipment/ materials to meet scheduling and
remain within budget. Insured & Bonded

5) Budget and Scope Management Capability

a. Describe the budget management and control process your firm proposes to apply to this project.
Our estimating department tracks the project throughout the installation, and after completion. They will communicate
all project scope, bid documents, and contract related items with the assigned project team to ensure smooth sales-to-
operations turnover. Our estimating managers will review final approved submittals and meet with our project team if
any scope clarifications or changes need to be addressed and review those changes in detail with our project executive
and project manager. The project manager will be the main point of contacts for the project team, to ensure smooth
continuity of scoping and installation throughout the project.

6) Team Approach Capability

In addition, each Proposer may address the following Owner Team Approach Capability high priority areas:

¢ Demonstrated excellence functioning in a team setting to achieve a successful project.

a) Please provide information on the experience of the firm and its team members in interacting with the owner
project personnel, the design professional project personnel, the design professional consultants, and any
stakeholders. Give examples of successful experiences that the firm and its team members have had with a “team” or
a “partnering” approach.

Tempe Mechanical is a partner who is dedicated and brings value to job ordering contracting. A true team approach,
these are words we live by at Tempe Mechanical. We stand on family values, including integrity, loyalty, and
commitment. With our in-depth knowledge of Mechanical Systems, HVAC, Plumbing, Process Piping, and Building
Control Systems, as well as our experiences on JOC projects, we will be a major asset to any team.

Our visions our similar with the importance of providing the design and construction services necessary to preform
construction and repair services for projects. Our operations Manager, and our assigned project team ensure the
success of the projects by completing project on time and in budget. Our Executive management team, along with our
assigned Project Managers are responsible for all financial aspects of the project, labor planning, installation, and
commissioning. Our team has successfully completed projects of this magnitude and has the expertise in the mechanical
commercial industry to successfully complete the projects on Job Order Contracting for Mechanical Services.

We believe that collaboration with trade partners is what brings most value to Maricopa County and all owners. We
each have a place in the construction industry and look forward to the opportunity to contribute to providing our goods
and services as a team for job order contracting.

7) Expedited Completion of Project
a) Describe what practices and procedures you propose to save time in completing projects.

Our goal is to Provide an experience that is fulfilling for everyone working on these projects. The level of resources and
experience our projects managers have, allow them to consistently work on multiple job orders at one time and
expedite schedules as needed.

b) Describe the resources that the firm will use in carrying out the above practices and procedures.

c) Describe at least three and no more than five projects of a similar nature, size, and scope completed by the firm for
owners in which you have applied the practices and procedures you propose to use to save time in completion of this
project. As to each project, use the format and provide the reference information in Attachment 1. Also include a
description of the time savings achieved. In addition, each Proposer

Our staff accommodates off hours, nights, weekends, to meet project objectives. Our project team’s flexibility allows us
to be most productive. We utilize time savings techniques on all our projects on an as needed basis.