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HomeMy WebLinkAboutContract 61055FORT WORTH CSC No. 61055 CITY OF FORT WORTH COOPERATIVE PURCHASE AGREEMENT This Cooperative Purchase Agreement ("Agreement') is entered into by and between Enviromatic Systems of Fort Worth Inc. ("Vendor") and the City of Fort Worth, ("City"), a Texas home rule municipality. The Cooperative Purchase Agreement includes the following documents which shall be construed in the order of precedence in which they are listed: 1. This Cooperative Purchase Agreement; 2. Exhibit A — Pricing List; 3. Exhibit B — Cooperative Agency Contract BuyBoard 720-23; and 4. Exhibit C — Conflict of Interest Questionnaire Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part of this Agreement for all purposes. Vendor agrees to provide City with the services and goods included in Exhibit A pursuant to the terms and conditions of this Cooperative Purchase Agreement, including all exhibits thereto. City shall pay Vendor in accordance with the fee schedule in Exhibit A and in accordance with the provisions of this Agreement. Total payment made under this Agreement for the first year by City shall not exceed Four Hundred Three Thousand Dollars ($403,000.00). Vendor shall not provide any additional items or services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City shall not be liable for any additional expenses of Vendor not specified by this Agreement unless City first approves such expenses in writing. The term of this Agreement is effective beginning on the date signed by the Assistant City Manager below ("Effective Date") and expires on November 30, 2024. The City shall be able to renew this agreement for two (2) one-year renewal options by written agreement of the parties. Vendor agrees that City shall, until the expiration of three (3) years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City shall have access during normal working hours to all necessary Vendor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Vendor reasonable advance notice of intended audits. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX To CITY: Hns 'FA"�3A City of Fort Worth Enviromatic Systems of Fort Worth Inc. Attn: Fernando Costa, Assistant City Manager Sid Ellis, Jr. 200 Texas Street Fort Worth, TX 76102-6314 Address: Facsimile: (817) 392-8654 2337 West Warrior Trail Grand Prairie, TX 75052 With copy to Fort Worth City Attorney's Office at same address Facsimile: 972-206-2590 The undersigned represents and warrants that he or she has the power and authority to execute this Agreement and bind the respective Vendor. CITY OF FORT WORTH: By: Name: Fernando Costa Title: Assistant City Manager Date: Mar 6, 2024 APPROVAL RECOMMENDED: Christocher Harder By: Christopher Harder (Mar 6,202411:13 CST) Name: Chris Harder Title: Water Departr- qr an.^*^r o ATTEST: �_ ° e��d dvo e o=4 as a �bbaaa'd'O' By: Name: Jannette Goodall Title: City Secretary VENDOR: Enviromatic Systems of Fort Worth Inc. By: -4/2 T Name: Sid Ellis Jr Title: president Date: M a r 6, 2024 CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. By: s a Name: Shatabya Bergland Title: Contract Compliance Specialist APPROVED AS TO FORM AND LEGALITY: By: Name:Jessika Williams Title: Assistant City Attorney CONTRACT AUTHORIZATION: M&C: 24-0143 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Exhibit A - Pricing List License for HVAC Installation/Repair Services BuyBoard 720-23 mechaical license attachment C.pdf Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. IRS Form W-9 Request for Taxpayer Identification Number and buyboard 720-23 W- Certification 9_FW_signed.pdf REQUIRED -In PDF format, upload W-9 form. (Please DO NOT password protect uploaded files.) Bid Attributes 1 Federal Identification Number Federal Identification Number 1 75-2751170 2 1 HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification 3 No Israel Boycott Certification A Texas governmental entity may not enter into a contract with a value of $100,000 or more that is to be paid wholly or partly from public funds with a company (excluding a sole proprietorship) that has 10 or more full-time employees for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. (TEX. GOV'T CODE Ch. 2270). Accordingly, this certification form is included to the extent required by law. "Boycott Israel" means refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli -controlled territory, but does not include an action made for ordinary business purposes. TEX. GOV'T CODE §808.001(1). By signature on the Compliance Forms Signature Page, to the extent applicable, I certify and verify that Vendor does not boycott Israel and will not boycott Israel during the term of any contract awarded under this Proposal Invitation, that this certification is true, complete and accurate, and that I am authorized by my company to make this certification. Yes 4 No Excluded Nation or Foreign Terrorist Organization Certification Chapter 2252 of the Texas Government Code provides that a Texas governmental entity may not enter into a contract with a company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization — specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Government affirmatively declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions regime relating to a foreign terrorist organization is not subject to the contract prohibition.) By signature on the Compliance Forms Signature Page, I certify and verify that Vendor is not on the Texas Comptroller's list identified above; that this certification is true, complete and accurate; and that I am authorized by my company to make this certification. Yes I Page 4 of 30 pages Vendor: Enviromatic Systems 720-23 1 Washington 44 Washington ❑ Washington 1 West Virginia 4 West Virginia 7 ❑ West Virginia 1 Wisconsin 4 Wisconsin ❑ Wisconsin 4 Wyoming 9 Wyoming ❑ Wyoming Bid Lines 1 Section I: HVAC Eauiament. Products. and Supplies Discount (%) off catalog/pricelist for HVAC Equipment (all types - rooftop units, split systems, chillers, compressors, cooling towers, heat pumps, furnaces, unit heaters, duct furnaces, and other related items). Catalog/Pricelist MUST be included or proposal will not be considered. V••A Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC Eauiament. Products. and Supplies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Page 18 of 30 pages Vendor: Enviromatic Systems 720-23 2 Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Section I:HVAC Eauipment. Products, and Supplies Discount (%) off catalog/pricelist for HVAC Controls, Software, and Monitoring Systems (all types). Catalog/Pricelist MUST be included or proposal will not be considered. Total: 55% 1 Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalogs)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SuDDlies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Reliable Controls Alternate 1 Section I:HVAC Eauipment. Products. and Suioialies Discount (%) off cataloa/Dricelist for HVAC Controls. Software. and Monitorina Svstems (all tVDeS). Cataloa/Pricelist MUST be included or DrODosal will not be considered. Total: 1 34% 1 Page 19 of 30 pages Vendor: Enviromatic Systems 720-23 Item Attributes 3 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". ISenva Sensor Section I:HVAC EauiDment. Products. and SuaDlies Discount (%) off catalog/pricelist for HVAC Air Handling Products (all types - coils, fans, and other related items). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 20 of 30 pages Vendor: Enviromatic Systems 720-23 4 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Supplies (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 21 of 30 pages Vendor: Enviromatic Systems 720-23 5 Section I:HVAC Eauipment. Products, and Suaalies Discount (%) off catalog/pricelist for HVAC Filters (all types). Catalog/Price list MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 22 of 30 pages Vendor: Enviromatic Systems 720-23 6 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Indoor Air Quality Products (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 23 of 30 pages Vendor: Enviromatic Systems 720-23 7 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Repair Parts (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 24 of 30 pages Vendor: Enviromatic Systems 720-23 0 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Refrigerants (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 25 of 30 pages Vendor: Enviromatic Systems 720-23 9 Section I:HVAC Eauipment. Products, and Suaalies Discount (%) off catalog/pricelist for HVAC Refrigerant Recovery Equipment (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 26 of 30 pages Vendor: Enviromatic Systems 720-23 1 Section I:HVAC Eauipment. Products, and SuaDlies U Discount (%) off catalog/pricelist for UVC Emitters/Lamps (used to incorporate downstream of all cooling coils and above all drain pans to control airborne and surface microbial growth and transfer. Fixtures and lamps must be manufactured for this purpose and safety interlocks/features shall be provided to limit hazard to operating staff). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalogs)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalogs)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 27 of 30 pages Vendor: Enviromatic Systems 720-23 Section I:HVAC Eauipment. Products. and Suaalies Discount (%) off catalog/pricelist for Insulation Products for HVAC Equipment. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 28 of 30 pages Vendor: Enviromatic Systems 720-23 1 Section I:HVAC Eauipment. Products, and Suaalies 2 Discount (%) off catalog/pricelist for HVAC Maintenance Agreements. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SuDDlies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response 1 Section II: Installation and Reaair Service 3 Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products -.Not to Exceed hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. Quantity: 1 UOM: Hourly Labor Rate Price: 1 $125.00 1 Total: 1 $125.00 1 1 Section II: Installation and Reaair Service 4 Non -Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products - Not to Exceed hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. Quantity: 1 UOM: Hourly Labor Rate Price: 1 $125.00 1 Total: 1 $125.00 1 1 Section II: Installation and Repair Service 5 Hourly Labor Rate for Installation of HVAC Filter Change Out Service (including labor, filters, and removal/disposal of product) - Not to Exceed hourly labor rate for Installation of HVAC Filter Products. Quantity: 1 UOM: Hourly Labor Rate No Bid Page 29 of 30 pages Vendor: Enviromatic Systems 720-23 1 Section II: Installation and Reaair Service 6 Coefficient for Standard Hours of Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). Quantity: 1 UOM: Hourly Labor Rate No Bid 1 Section II: Installation and Reaair Service 7 Coefficient for Non -Standard Hours for Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). Quantity: 1 UOM: Hourly Labor Rate No Bid Response Total: $250.00 Page 30 of 30 pages Vendor: Enviromatic Systems 720-23 Exhibit B - BuyBoard 720-23 rM u U.yA i 1 1 1 4op_t�! 40 October 9, 2023 Sent Via Email: sellis@enviromaticsystems.com Sid Ellis, Jr. Enviromatic Systems 2337 West Warrior Trail Grand Prairie, TX 75052 Welcome to BuyBoard! P.O. Box 400, Austin, Texas 78767 800.695.2919 • info@buyboard.com • buyboard.com Re: Notice of The Local Government Purchasing Cooperative ContractAward; Proposal Invitation No. 720- 23, HVAC Equipment, Supplies, and Installation Congratulations, The Local Government Purchasing Cooperative (Cooperative) has awarded your company a BuyBoard® contract based on the above -referenced Proposal Invitation. The contract is effective for an initial one-year term of December 1, 2023 through November 30, 2024, and may be subject to two possible one-year renewals. Please refer to the Proposal Invitation for the contract documents, including the General Terms and Conditions of the Contract. To review the items your company has been awarded, please review Proposal Tabulation No. 720-23 at: www.buyboard.com/vendor. Only items marked as awarded to your company are included in this contract award, and only those awarded items may be sold through the BuyBoard contract. All sales must comply with the contract terms and must be at or below the awarded pricing as set forth in the General Terms and Conditions. The contract will be posted on the BuyBoard website as an online electronic catalog(s). You are reminded that, in accordance with the General Terms and Conditions, all purchase orders must be processed through the BuyBoard. Except as expressly authorized in writing by the Cooperative's administrator, you are not authorized to process a purchase order received directly from a Cooperative member that has not been processed through the BuyBoard or provided to the Cooperative. If you receive a purchase order directly from a Cooperative member that you have reason to believe has not been received by the Cooperative or processed through the BuyBoard, you must promptly forward a copy of the purchase order by email to info@buyboard.com. A list of Cooperative members is available on the buyboard.com website. Once the contract is active, the BuyBoard vendor relations staff will be contacting you to assist with the resources available and to provide any support you may need as an awarded BuyBoard vendor. On behalf of the Cooperative, we appreciate your interest in the Cooperative and we are looking forward to your participation in the program. If you have any questions, feel free contact me at bids@buyboard.com. Sincerely, -31 Stacy Finn, Bid Analyst Texas Association of School Boards, Inc., Administrator for The Local Government Purchasing Cooperative v.02.01.2021 Endorsed by A TASAV VT M.UY, i 1 1 1 P.Q. Box 400, Austin, Texas 78767 800-69S.2919 - blds(&buyboard.com • buyboard.com PROPOSER'S ACCEPTANCE AND AGREEMENT Proposal Invitation Name HVAC Equipment, Supplies, and Installation Proposal Invitation Number 720-23 Contract Term December 1, 2023, through November 30, 2024, with two possible one-year renewals. Proposal Due Date/Opening Date and Time July 13, 2023, at 4:00 PM Location of Proposal Opening Texas Association of School Boards, Inc. BuyBoard Department 12007 Research Blvd. Austin, TX 78759 Anticipated Cooperative Board Meeting Date October 2023 By signature below, the undersigned acknowledges and agrees that you are authorized to submit this Proposal, including making all acknowledgements, consents, and certifications herein, on behalf of Proposer and, to the best of your knowledge, the information provided is true, accurate, and complete. Enviromatic Systems Name of Proposing Company 2337 West Warrior Trail Street Address Grand Prairie, Texas 75052 City, State, Zip 972-206-2590 Telephone Number of Authorized Company Official 972-206-2635 7-10-2023 Date 00/ "-§Ignature of Authorized Company Official Sid Ellis, Jr. Printed Name of Authorized Company Official President Position or Title of Authorized Company Official 75-2751170 Fax Number of Authorized Company Official Federal ID Number Page 11 of 74 PROMSAt FORmS CONST. v.05.64.2023 BoardP.O. Box 400, Austln, TB7(8s 7$787 800.695.2919 • bld5@bbuybaxrd.com • buybowd.cQm PROPOSAL FORMS PART 1: COMPLIANCE FORMS INSTRUCTIONS: Proposer must review and complete all forms in this Proposal Forms Part 1: • Proposal Acknowledgements ■ Felony Conviction Disclosure ■ Resident/Nonresident Certification • Debarment Certification ■ Vendor Employment Certification • No Boycott Verification • No Excluded Nation or Foreign Terrorist Organization Certification ■ Historically Underutilized Business Certification ■ Acknowledgement of BuyBoard Technical Requirements ■ Construction -Related Goods and Services Affirmation ■ Deviation and Compliance • Vendor Consent for Name Brand Use ■ Confidenbal/Proprietary Information ■ EDGAR Vendor Certification ■ Compliance Forms Signature Page An authorized representative of Proposer mustinitial in the bottom right corner of each page where indicated and complete and sign the Compliance Forms Signature Page. Proposees failure to fully complete, initial, and sign forms as required may result in your Proposal being rejected as non -responsive. PROPOSAL ACKNOWLEDGEMENTS The proposing company ("you" or "your") hereby acknowledges and agrees as follows: 1. You have carefully examined and understand all information and documentation associated with this Proposal Invitation, including the Instructions to Proposers, General Information, General Terms and Conditions, attachments/forms, appendices, item specifications, and line items (collectively "Requirements'); 2. By your response ("Proposals`) to this Proposal Invitation, you propose to supply the products or services submitted at the pricing quoted in your Proposal and in strict compliance with the Requirements, unless specific deviations or exceptions are noted in the Proposal; 3. By your Proposal, you acknowledge and certify all items set forth in the General Terms and Conditions, Section B.12 (Certifications), including all non -collusion certifications and certifications regarding legal, ethical, and other matters set forth therein. 4. Any and all deviations and exceptions to the Requirements have been noted in your Proposal on the required form and no others will be claimed; Initial:E= Page 12 of 74 PROPOSAL FORMS CONST. V.05.04.2023 P.O. Box 4OQ, Austin, Texas 767e7 800-696.2919 - bids@)buyboard.corn - buyboard.carn wow 5. If the Cooperative accepts any part of your Proposal and awards you a Contract, you will furnish all awarded products or services at the pricing quoted and in strict compliance with the Requirements (unless specific deviations or exceptions are noted on the required form and accepted by the Cooperative), including without limitation the Requirements related to: a. conducting business with Cooperative members, including offering pricing to members that is the best you offer compared to similarly situated customers in similar circumstances; b. payment of a service fee in the amount specified and as provided for in this Proposal Invitation; c. the possible award of a piggy -back contract by the National Purchasing Cooperative or nonprofit entity, in which event you will offer the awarded products and services in accordance with the Requirements; and d. submitting price sheets or catalogs in the proper format as required by the Cooperative as a prerequisite to activation of your Contract; fi. You have clearly identified on the included form any information in your Proposal that you believe to be confidential or proprietary or that you do not consider to be public information subject to public disclosure under the Texas Public Information Act or similar public information law; 7. The individual submitting this Proposal is duly authorized to enter into the contractual relationship represented by this Proposal Invitation on your behalf and bind you to the Requirements, and such individual (and any individual signing a form or Proposal document) is authorized and has the requisite knowledge to provide the information and make the representations and certifications required in the Requirements; 8. You have carefully reviewed your Proposal, and certify that all information provided is true, complete, and accurate to the best of your knowledge, and you authorize the Cooperative to take such action as it deems appropriate to verify such information; and 9. Any misstatement, falsification, or omission in your Proposal, whenever or However discovered, will be grounds for disqualifying you from consideration for a contract award under this Proposal Invitation, termination of a contract award, or any other remedy or action provided for in the General Terms and Conditions or by law. FELONY CONVICTION DISCLOSURE Subsection (a) of Section 44.034 of the Texas Education Code (Notification of Criminal History of Contractor) states: "A person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony." Section 44.034 further states in Subsection (b): "A school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract." Please check (vq one of the following. ❑ My company is a publicly held corporation. (Advance notice requirement does not apply to publicly held corporation.) ❑■ My company is not owned or operated by anyone who has been convicted of a felony. ❑ My company is owned/operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): Details of Conviction(s): Initiials. `J E' Page 13 of 74 PRAPOSP,L rmms CONST. v.05.04.2023 —Eyl a / I 1 P.O. Box 400, Austin, Texas 78767 800.695.2919 • bidsCibbuybozrd_com • buyboard.com RESIDENT/ NONRESIDENT CERTIFICATION Chapter 2252, Subchapter A, of the Texas Government Code establishes certain requirements applicable to proposers who are not Texas residents. Under the statute, a "resident" proposer is a person whose principal place of business is in Texas, including a contractor whose ultimate parent company or majority owner has its principal place of business in Texas. A "nonresident" proposer is a person who is not a Texas resident. Please indicate the status of your company as a "resident" proposer or a "nonresident" proposer under these definitions. Please check (v/) one of the fallowing: ❑■ I certify that my company is a Resident Proposer. ❑ I certify that my company is a Nonresident Proposer. If your company is a Nonresident Proposer, you must provide the following information for your resident state (the state in which your company's principal place of business is located): A. 91 Company Name City Address State Zip Code Does your resident state require a proposer whose principal place of business is in Texas to under -price proposers whose resident state is the same as yours by a prescribed amount or percentage to receive a comparable contract? ❑ Yes ❑ No What is the prescribed amount or percentage? � or DEBARMENT CERTIFICATION °In By signature on the Compliance Forms Signature Page, I certify that neither my company nor an owner or principal of my company has been debarred, suspended or otherwise made ineligible for participation in Federal Assistance programs under Executive Order 12549, "Debarment and Suspension," as described in the Federal Register and Rules and Regulations. Neither my company nor an owner or principal of my company is currently listed on the government -wide exclusions in SAM, debarred, suspended, or otherwise excluded by agencies or declared ineligible under any statutory or regulatory authority. My company agrees to immediately notify the Cooperative and all Cooperative members with pending purchases or seeking to purchase from my company if my company or an owner or principal is later listed on the government -wide exclusions in SAM, or is debarred, suspended, or otherwise excluded by agencies or declared ineligible under any statutory or regulatory authority. VENDOR EMPLOYMENT CERTIFICATION Section 44.031(b) of the Texas Education Code establishes certain criteria that a school district must consider when determining to whom to award a contract. Among the criteria for certain contracts is whether the vendor or the vendor's ultimate parent or majority owner (i) has its principal place of business in Texas; or (ii) employs at least Soft people in Texas. If neither your company nor the ultimate parent company or majority owner has its principal place of business in Texas, does your company, ultimate parent company, or majority owner employ at least 500 people in Texas? Please check (vq one of the following: ❑ Yes ❑X No Initial: 1� (- Page 14 of 74 PROPOSAL R7RMS CONST. V.05.04.2023 JtWBoardm PQ.Box 4�,A�tiA,,�A$7g�, 8o4.B95.2919 • bidsWbuyboard.com • buyboard.com NO BOYCOTT VERIFICATION A Texas governmental entity may not enter into a contract with a value of $100,000 or more that is to be paid wholly or partly from public funds with a company (excluding a sole proprietorship) that has 10 or more full-time employees for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel and will not boycott Israel during the term of the contract (TEx. Gov'r CODE Ch. 2271), (2) does not boycott energy companies and will not boycott energy companies during the term of the contract (TEx. Gov�r CODE Ch. 2274 effective September 1, 2021), and (3) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and will not discriminate during the term of the contract against a firearm entity or firearm trade association (TEx. Goy'T CODE Ch. 2274 effective September 1, 2021). Accordingly, this certification form is included to the extent required by law. "Boycott Israel" means refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli -controlled territory, but does not include an action made for ordinary business purposes. TEx. Gov CODE §808.001(1). "Boycott energy company" means, without an ordinary business purpose, refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with a company because the company: (A) engages in the exploration, production, utilization, transportation, sale, or manufacturing of fossil fuel -based energy and does not commit or pledge to meet environmental standards beyond applicable federal and state law; or (B) does business with a company described by Paragraph (A), TEx. GovT CODE §809.001(1) (effective September 1, 2021). "Discriminate against a firearm entity or firearm trade association" means, (A) with respect to the entity or association, to: (i) refuse to engage in the trade of any goods or services with the entity or association based solely on its status as a firearm entity or firearm trade association; (ii) refrain from continuing an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association; or (iii) terminate an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association; and (B) does not include: (1) the established policies of a merchant, retail seller, or platform that restrict or prohibit the listing or selling of ammunition, firearms, or firearm accessories; and (ii) a company's refusal to engage in the trade of any goods or services, decision to refrain from continuing an existing business relationship, or decision to terminate an existing business relationship: (aa) to comply with federal, state, or local law, policy, or regulations or a directive by a regulatory agency; or (bb) for any traditional business reason that is specific to the customer or potential customer and not based solely on an entity's or association's status as a firearm entity or firearm trade association, TEx. Gov r CODE §2274.001(3) (effective September 1, 2021). By signature on the Compliance Forms Signature Page, to the extent applicable, I certify and verify that Vendor does not boycott Israel, boycott energy companies, or discriminate against a firearm entity or firearm trade association and will not do so during the term of any contract awarded under this Proposal Invitation, that this certification is true, complete and accurate, and that I am authorized by my company to make this certification, Initial: Page 15 of 74 PROK*AL FORMS CQNST. V.05.04.2023 P.Q. Box 400, Austin, Texas 78767 800.695.2919 • bids4tbuyboa►d.com • buyboard.com NO EXCLUDED NATION OR FOREIGN TERRORIST ORGANIZATION CERTIFICATION Chapter 2252 of the Texas Government Code provides that a Texas governmental entity may not enter into a contract with a company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization — specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Govemment affirmatively declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions regime relating to a foreign terrorist organization is not subject to the contract prohibition.) By signature on the Compliance Forms Signature Page, I certify and verify that Vendor is not on the Texas Comptroller's list identified above; that this certification is true, complete and accurate; and that I am authorized by my company to make this certification. HISTORICALLY UNDERUTILIZED BUSINESS CERTIFICATION A Proposer that has been certified as a Historically Underutilized Business {also known as a MinoftWomen Business Enterprise or "MWBE" and all referred to in this form as a "HUB'} is encouraged to indicate its HUB certification status when responding to this Proposal Invitation. The BuyBoard website will indicate HUB certifications for awarded Vendors that properly indicate and document their HUB certification on this form. (Please check (vg all thatapply) ❑ I certify that my company has been certified as a HUB in the following categories: ❑ Minority Owned Business ❑ Women Owned Business ❑ Service -Disabled Veteran Owned Business (veteran defined by 38 U.S.C. §101(2), who has a service -connected disability as defined by 38 U.S.C. § 101(16), and who has a disability rating of 20% or more as determined by the U. S. Department of Veterans Affairs or Department of Defense) Certification Number: Name of Certifying Agency: ® My company has NOT been certified as a HUB. ACKNOWLEDGEMENT OF BUYBOARD TECHNICAL REQUIREMENTS Vendor shall review the BuyBoard Technical Requirements included in this Proposal Invitation. By signature on the Compliance Forms Signature Page, the undersigned affirms that Proposer has obtained a copy of the BuyBoard Technical Requirements, has read and understands the requirements, and certifies that Vendor is able to meet and will comply with those requirements except as follows: [List and explain BuyBoard Technical Requirements, if any, to which your company cannot or will not comply.] Note: In accordance with the General Terms and Conditions of the Contract, to the extent Vendor is awarded a Contract under this Proposal Invitation but is unable or unwilling to meet the applicable BuyBoard Technical Requirements, the information available on the BuyBoard for Vendor's awarded products or services may be limited, potentially placing Vendor at a disadvantage and impacting the ability of Cooperative members to search, find, review, and purchase Vendor's awarded products and services on the BuyBoard website. Further, to the extent Vendor has acknowledged ability to meet and comply with the BuyBoard Technical Requirements, any subsequent failure or refusal by Vendor to promptly provide information upon request to the Cooperative administrator in accordance with those technical requirements may be deemed an event of default under the Contract. initial: L' Page 16 of 74 PROPOSAL FORMS COAST. v.05.04.2023 P-¢. Box 4GO, Austin, Texas 78767 aGO.695.2919 . bidsobuybaard.eom • buyboard.com CONSTRUCTION -RELATED GOODS AND SERVICES AFFIRMATION The Cooperative issued the BuyBoard Procurement and Construction -Related Goods and Services Advisory for Texas Members ("Advisory", which provides information specifically relevant to the procurement of construction -related goods and services by Texas Cooperative members. The Advisory, available at buvboard.comNendor/Resources,asox, provides an overview of certain legal requirements that are potentially relevant to a Cooperative member's procurement of construction or construction -related goods and services, including those for projects that may involve or require architecture, engineering or independent testing services. A copy of the Advisory can also be provided upon request. Because many BuyBoard contracts include goods or installation services that might be considered construction -related, Proposer must make this Construction Related -Goods and Services Affirmation regardless of type of goods or services associated with this Proposal Invitation. A contract awarded under this Proposal Invitation covers only the specific goods and/or services awarded by the Cooperative. As explained in the Advisory ("Advisory'), Texas law prohibits the procurement of architecture or engineering services through a purchasing cooperative. This Proposal Invitation and any Contract awarded thereunder does not include such services. Architecture or engineering services must be procured by a Cooperative member separately, in accordance with the Professional Services Procurement Act (Chapter 2254 of the Texas Government Code) and other applicable law and local policy. By signature on the Compliance Forms Signature Page, Proposer affirms that Proposer has obtained a copy of the Advisory, has read and understands the Advisory, and is authorized by Proposer to make this affirmation. If Proposer sells construction - related goods or services to a Cooperative member under a Contract awarded under this Proposal Invitation, Proposer will comply with the Advisory and applicable legal requirements, make a good faith effort to make its Cooperative member customers or potential Cooperative member customers aware of such requirements, and provide a Cooperative member with a copy of the Advisory before accepting the member's Purchase Order, Member Construction Contract, or other agreement for construction -related goods or services. Initial: - Page 17 of 74 PROPOUL FDRMS COMST. v.a5.04.2423 # WBoarda PC. Box 404, Auatin, Texas 78767 800.696.2919 - bids*buyboard_com - buyboard.com DEVIATION AND COMPLIANCE If your company intends to deviate from the General Terms and Conditions, Proposal Specifications or other requirements associated with this Proposal Invitation, you MUST list all such deviations on this form, and provide complete and detailed information regarding the deviations on this form or an attachment to this form. Prior to Completing this form, Vendor shall review the General Terms and Conditions section B.4 [Deviations from Item Specifications and General Terms and Conditions]. Please note that, as provided in section B.4, certain provisions of the General Terms and Conditions are NOT subject to deviation, and certain deviations will be deemed rejected without further action by the Cooperative. Any attempted deviation, whether directly or indirectly, to provisions identified in this Proposal Invitation as not subject to deviation shall be deemed rejected by the Cooperative and, unless otherwise withdrawn by Vendor, may result in Vendor's Proposal being rejected in its entirety, The Cooperative will consider any deviations in its contract award decision and reserves the right to accept or reject a proposal based upon any submitted deviation. In the absence of any deviation identified and described in accordance with the above, your company must fully comply with the General Terms and Conditions, Proposal Specifications and all other requirements associated with this Proposal Invitation if awarded a Contract under this Proposal Invitation. A deviation will not be effective unless accepted by the Cooperative. The Cooperative, by and through the Cooperative administrator, may, in its sole discretion, seek clarification from and/or communicate with Proposer(s) regarding any submitted deviation, consistent with general procurement principles of fair competition. The Cooperative reserves the right to accept or reject a Proposal based upon any submitted deviation. Please check (0 one of the following: M NO; Deviations ❑ YeS; Deviations List and fully explain any deviations you are submitting: Initial- Page 18 of 74 PRUKM�L FORMS CONST. V.05.04.2073 $U :/1 1 P.O. Box 400, Austin, TBxas 78767 1300.695.2919 • bids@�buyboard.com • buyboard.com VENDOR CONSENT FOR NAME BRAND USE BuyBoard members seeking to make purchases using a Contract awarded under this Proposal Invitation may view information regarding awarded Vendors, including but not limited to product catalogs, priceiists, pricing, and Proposals, through the BuyBoard website. To improve and enhance the experience of BuyBoard members seeking to procure goods and services under the Contract utilizing the BuyBoard website, any Vendor logo, product images, and similar brand and trademark information provided by Vendor for purposes of the Contract (`Vendor Information) may be posted on the BuyBoard website. You acknowledge that, by submitting your Proposal, unless you specifically opt out below, you consent to use of your company's Vendor Information on the BuyBoard website if awarded a Contract. You further acknowledge that whether, where, and when to include the Vendor Information on the BuyBoard website shall be at the sole discretion of the BuyBoard Administrator. Vendor retains, however, the right of general quality control over the BuyBoard Administrator's authorized display of proprietary Vendor Information. Neither the BuyBoard nor its administrator will be responsible for the use or distribution of Vendor Information by BuyBoard members or any other third party using the BuyBoard website. This Vendor Consent shall be effective for the full term of the Contract, including renewals, unless Vendor provides a signed, written notice revoking consent to contractadminCaibuvboard.com. BuyBoard shall have up to thirty days from the date of receipt of a termination or revocation of a Vendor Consent to remove Vendor information from the BuyBoard website. This Vendor Consent is subject to the Terms and Conditions of the Contract, including, but not limited to, those terms pertaining to Disclaimer of Warranty and Limitation of Liability, Indemnification, and Intellectual Property Infringement. Vendor logo files must be submitted in one of the formats set forth in the BuyBoard Technical Requirements. Proposers are requested to submit this information with Vendor's Proposal. (This consent shall not authorize use of your company's Vendor Information by BuyBoard if your company is not awarded a Contract.) [$ "@I1" If your company wishes to opt out of the Vendor Consent for Name Brand Use, you must check the opt out box below. DO NOTselect this box unless your company is opting out of this lendor Consent for Name Brand Use. ❑ By checking this box, Vendor hereby declines to provide consent for use of Vendor Information (as defined herein) on the BuyBoard website. By opting out, Vendor acknowledges and agrees that, if Vendor is awarded a Contract under this Proposal Invitation, information available on the BuyBoard for Vendor's awarded products or services may be limited, potentially placing Vendor at a disadvantage and impacting the ability of Cooperative members to search, find, review, and purchase Vendor's awarded products and services on the BuyBoard website. Initial: Page 19 of 74 PAOPOSAL FORMS CONSr. V.0.5D4.20?3 P.O. Box 400, ► ustin, Texas 78707 BOo.695.2979 - bidsC&buyboard.com • buyboard.com CONFIDENTIAL/ PROPRIETARY INFORMATION A. Public Disclosure Laws All Proposals, forms, documentation, catalogs, pricelists, or other materials submitted by Vendor to the Cooperative in response to this Proposal Invitation, may be subject to the disclosure requirements of the Texas Public Information Act (Texas Government Code chapter 552.001, et seq.) or similar disclosure law. Proposer must clearly identify on this form any information in its Proposal (including forms, documentation, or other materials submitted with the Proposal) that Proposer considers proprietary or confidential. If Proposer fails to properly identify the information, the Cooperative shall have no obligation to notify Vendor or seek protection of such information from public disclosure should a member of the public or other third -party request access to the information under the Texas Public Information Act or similar disclosure law. When required by the Texas Public Information Act or other disclosure law, Proposer may be notified of any third -party request for information in a Proposal that Proposer has identified in this form as proprietary or confidential. Does your Proposal (including forms, documentation, catalogs, pricelists, or other materials submitted with the Proposal) contain information which Vendor considers proprietary or confidential? Please chuck (,g one of the following: ME NO, I certify that none of the information included with this Proposal is considered confidential or proprietary. YES, I certify that this Proposal contains information considered confidential or proprietary and all such information is specrfically identified an this form. If you responded "YES", you must clearly identify below the specific information you consider confidential or proprietary. List each page number, form number, or other information sufficient to make the information readily identifiable. The Cooperative and Cooperative administrator shall not be responsible for a Proposers failure to clearly identify information considered confidential or proprietary, Further, by submitting a Proposal, Proposer acknowledges that the Cooperative and Cooperative administrator will disclose information when required by law, even if such information has been identified herein as information Vendor considers confidential or proprietary. Confidential / Proprietary Information: (Attach addib'onal sheets if needed.) Initial; 'Mr Page 20 of 74 PROP05AL Foams COHST. v. D5.04.2023 # FBoard10 80Q.695.2919 • bidP.O. Box aoo, Austin, Texas 78787 i sUbuyboard.carn • buyboard.com B. Copyright Information Does your Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) contain copyright information? Please check 09 ane Of the following: NO, Proposal [including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal] does not contain copyright information. ❑ YES, Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) does contain copyright information. If you responded "YES', dearly identify below the specific documents or pages containing copyright information. Copyright Information: (Attach additbnal sheets ifrwaded ) C. Consent to Release Confidential/ Proprietary/Copyright Informatiion to BuyBoard Members BuyBoard members (Cooperative and nonprofit members) seeking to make purchases through the BuyBoard may wish to view information included in the Proposals of awarded Vendors. If you identified information on this form as confidential, proprietary, or subject to copyright, and you are awarded a BuyBoard contract, your acceptance of the BuyBoard contract award constitutes your consent to the disclosure of such information to BuyBoard members, including posting of such information on the secure BuyBoard website for members. Note: Neither the Cooperative nor Cooperative administrator will be responsible for the use or distribution of information by BuyBoard members or any other party. D. Consent to Release Proposal TalsuWon Notwithstanding anything in this Confidential/Proprietary Information form to the contrary, by submitting a Proposal, Vendor consents and agrees that, upon Contract award, the Cooperative may publicly release, including posting on the public BuyBoard website, a copy of the proposal tabulation and award information for the Contract including Vendor name; proposed catalog/pricelist names); proposed percentage discount(s), hourly labor rates), or other specified pricing; and Vendor award or nun -award information. WWI: 50- Page 21 of 74 PF.OPa'wl FoRMs CQNST. v.05.04.2023 DVBoardP.O. Box 400, Austin, T4xas 78787 800.895.2919 • bldsWbuyboard.com • buyboard.com EDGAR VENDOR CERTIFICATION (2 CFR Part 200 and Appendix II) When a Cooperative member seeks to procure goods and services using funds under a federal grant or contract, specific federal laws, regulations, and requirements may apply in addition to those under state law. This includes, but is not limited to, the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 CFR 200 (sometimes referred to as the "Uniform Guidance" or new "EDGAR"). All Vendors submitting a Proposal must complete this EDGAR Certification Form regarding Vendor's willingness and ability to comply with certain requirements which may be applicable to specific Cooperative member purchases using federal grant funds. Completed forms will be made available to Cooperative members for their use while considering their purchasing options when using federal grant funds. Cooperative members may also require Vendors to enter into ancillary agreements, in addition to the terms and conditions of the BuyBoard contract, to address the member's specific contractual needs, including contract requirements for a procurement using federal grants or contracts. For gacb of the Items below, Vendor should certify Vendor's agreement and ablllty to comply, where applicable, by having Vendor`s authorized representative check the applicable boxes, Initial each page, and sign the Compliance Forms Signature Page. ff you fall to complete any Item In this form, the Cooperative will consider and may list the Vendor`s response on the BuyBoard as "NO," the Vendor Is unable or unwllling to comply. A "NO" response to any of the items may, if applicable, impact the ability of a Cooperative member to purchase from the Vendor using federal funds. 1. Vendor Violation or Breach of Contract Terms: Contracts for more than the simplified acquisition threshold, which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 USC 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate. Provisions regarding Vendor default are included in the BuyBoard General Terms and Conditions, including Section E.18, Remedies for Default and Termination of Contract. Any Contract award will be subject to such BuyBoard General Terms and Conditions, as well as any additional terms and conditions in any Purchase Order, Member Construction Contract, or Cooperative member ancillary contract agreed upon by Vendor and the Cooperative member which must be consistent with and protect the Cooperative member at least to the same extent as the BuyBoard Terms and Conditions. The remedies under the Contract are in addition to any other remedies that may be available under law or in equity. By submitting a Proposal, you agree to these Vendor violation and breach of contract terms. R) YES, I agree. ❑ NO, I do not agree. 2. Termination far Cause or Convenience, For any Cooperative member purchase or contract in excess of $10,000 made using federal funds, you agree that the following term and condition shall apply: The Cooperative member may terminate or cancel any Purchase Order under this Contract at any time, with or without cause, by providing seven (7) business days advance written notice to the Vendor. If this Agreement is terminated in accordance with this Paragraph, the Cooperative member shall only be required to pay Vendor for goods or services delivered to the Cooperative member prior to the termination and not otherwise retumed in accordance with Vendor's return policy. ff the Cooperative member has paid Vendor for goods or services not yet provided as of the date of termination, Vendor shall immediately refund such payment(s). If an alternate provision for termination of a Cooperative member purchase for cause and convenience, including the manner by which it will be effected and the basis for settlement, is included in the Cooperative member's Purchase Order, Member Construction Contract, or ancillary agreement agreed to by the Vendor, the Cooperative member's provision shall control. ® YES, I agree. ❑ NO, I do not agree. Initial: Page 22 of 74 movosnL rows CONST. v.05.04=3 PUBoard 3. Equal Employment Opportunity: F.O. Box 444, Austin, Texas 78767 800.695.2919 • bidsO:6buyboard.cam • buyboard.com Except as otherwise provided under 41 CFR Part 60, all Cooperative member purchases or contracts that meet the definition of "federally assisted construction contract" in 41 CFR Part 60-1.3 shall be deemed to include the equal opportunity clause provided under 41 CFR 60-1,4(b), in accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending Executive Order 11246 Relating to Equal Employment Opportunity," and implementing regulations at 41 CFR Part 60, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor." The equal opportunity clause provided under 41 CFR 60-1.4(b) is hereby incorporated by reference. Vendor agrees that such provision applies to any Cooperative member purchase or contract that meets the definition of "federally assisted construction contract" in 41 CFR Part 60-1.3 and Vendor agrees that it shall comply with such provision. IN YES, I agree. ❑ NO, I do not agree. 4. Davis -Bacon Act: When required by Federal program legislation, Vendor agrees that, for all Cooperative member prime construction contracts/purchases in excess of $2,000, Vendor shalt comply with the Davis -bacon Act (40 USC 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, "Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction'. In accordance with the statute, Vendor is required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determinate made by the Secretary of Labor. In addition, Vendor shall pay wages not less than once a week. Current prevailing wage determinations issued by the Department of Labor are available at beta.sam.gov. Vendor agrees that, for any purchase to which this requirement applies, the award of the purchase to the Vendor is conditioned upon Vendor's acceptance of the wage determination. Vendor further agrees that it shall also comply with the Copeland "Anti -Kickback" Act (40 USC 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, "Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. ® YES, I agree. ❑ NO, I do not agree. S. Contract Work Hours and Safety Standards Act: Where applicable, for all Cooperative member contracts or purchases in excess of $100,000 that involve the employment of mechanics or laborers, Vendor agrees to comply with 40 USC 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 USC 3702 of the Act, Vendor is required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 USC 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. [0 YES, I agree. ❑ NO, I do not agree. Initial: r- Page 23 of 74 PROPOSAL FORMS WNST.V.05.04.2023 Boardlb P.O. Box �iUo, Austin, Taxers '78787 DV800.695.2919 - bidsC6buyboard.com - buyboard.curn 6. Right to Inventions Made Under a Contract or Agreement: If the Cooperative member's Federal award meets the definition of "funding agreement" under 37 CFR 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance or experimental, developmental, or research work under that "funding agreement," the recipient or subredpient must comply with the requirements of 37 CFR Part 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and any implementing regulations issued by the awarding agency. Vendor agrees to comply with the above requirements when applicable. ® YES, I agree. ❑ NO, I do not agree. 7. Clean Air Act and Federal Water pollution Control Act: Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act (33 USC 1251-1387), as amended — Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non -Federal award to agree to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act, as amended (33 USC 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). When required, Vendor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act and the Federal Water Pollution Control Act. ® YES, I agree. ❑ NO, I do not agree. 8. Debarment and Suspension: Debarment and Suspension (Executive Orders 12549 and 12689) — A contract award (see 2 CFR 180.220) must not be made to parties listed on the government -wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1966 Comp. p. 189) and 12689 (3 CFR Part 1989 Comp. p. 235), "Debarment and Suspension." SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that Vendor is not currently listed on the government -wide exclusions in SAM, is not debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor further agrees bo immediately notify the Cooperative and all Cooperative members with pending purchases or seeking to purchase from Vendor if Vendor is later listed on the government -wide exclusions in SAM, or is debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority other than Executive Order 12549. ® YES, I agree. ❑ NO, I do not agree. 9. Byrd Anti -Lobbying Amendment: Byrd Anti -Lobbying Amendment (31 USC 1352) - Vendors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 USC 1352. Each tier must also disclose any lobbying with non -Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non -Federal award. As applicable, Vendor agrees to file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 USC 1352). ® YES, I agree. ❑ NO, I do not agree. Initial: �� t Page 24 of 74 PWPOSA1_ FORMS LONST. v.05.Q4.2023 P.O. Box 400, Ausl:n, Texas 78767 800.695.2919 • bfditdbuyboard.com • buyboard.cvm 10. Procurement of Recovered Materials: For Cooperative member purchases utilizing Federal funds, Vendor agrees to comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act where applicable and provide such information and certifications as a Cooperative member may require to confirm estimates and otherwise comply. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery, and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. IN YES, I agree. ❑ NO, I do not agree. 11. Domestic Preferences for Procurements: Where appropriate and consistent with law, 2 CFR §200.322 contains certain considerations for domestic preferences for procurements which may be applicable to Cooperative members using federal funds. When required by a Cooperative member, Vendor agrees to provide such information or certification as may reasonably be requested by the Cooperative member regarding Vendor's products, including whether goods, products, or materials are produced in the United States. ® YES, I agree. ❑ NO, I do not agree. 12. Prohibition on Certain Telecommunications and Video Surveillance Services or Equipment 2 CFR §200.216 prohibits expending federal loan or grant funds to procure or obtain certain telecommunications and video surveillance services or equipment. To the extent applicable and when required by a Cooperative member, Vendor agrees to provide such information or certification as may reasonably be requested by the Cooperative member to confirm whether any telecommunications or video surveillance services or equipment provided by Vendor is covered equipment or covered services under 2 CFR §200.216. ® YES, I agree. ❑ NO, I do not agree. 13. Profit as a Separate Element of Price., For purchases using federal funds in excess of the Simplified Acquisition Threshold, a Cooperative member may be required to negotiate profit as a separate element of the price. See, 2 CFR 200.324(b). When required by a Cooperative member, Vendor agrees to provide information and negotiate with the Cooperative member regarding profit as a separate element of the price for a particular purchase. However, Vendor agrees that the total price, including profit, charged by Vendor to the Cooperative member shall not exceed the awarded pricing, including any applicable discount, under Vendor's Cooperative Contract. ® YES, I agree. ❑ NO, I do not agree. 14. General Compliance and Cooperation with Cooperative Members: In addition to the foregoing specific requirements, Vendor agrees, in accepting any Purchase Order from a Cooperative member, it shall make a good faith effort to work with Cooperative members to provide such information and to satisfy such requirements as may apply to a particular Cooperative member purchase or purchases including, but not limited to, applicable recordkeeping and record retention requirements. ® YES, I agree. ❑ NO, I do not agree. Initial• �k Page 25 of 74 PWPOSN. FORMS CDNST. V.05.04.2023 � P.O.Box �O, Austin, Texas 76787 VBoarcr ■ 800.695.2919 • blds#buybaard.com • buyboard.carn COMPLIANCE FORMS SIGNATURE PAGE By initialing pages and by signature below, I certify that I have reviewed the following forms; that the information provided therein is true, complete, and accurate, and that I am authorized by my company to make all certifications, consents, acknowledgements, and agreements contained herein: • Proposal Acknowledgements • Felony Conviction Disclosure ■ Debarment Certification • Resident/Nonresident Certification ■ Vendor Employment Certification ■ No Boycott Verification ■ No Excluded Nation or Foreign Terrorist Organization Certification ■ Historically Underutilized Business Certification • Construction -Related Goods and Services Affirmation ■ Acknowledgement of BuyBoard Technical Requirements ■ Deviation and Compliance ■ Vendor Consent for Name Brand Use ■ Confldentlai/Proprietary Information ■ EDGAR Vendor Certification Enviromatic Systems Company. �� nature of Authorizettompany Official Sid Ellis, Jr. President Printed Name and Title 7-1 a-2023 Date Page 26 of 74 Paoroeai FOAMS WPJSi. V.05.04.2023 P.O. Box 400, Austin, Texas Me? 800.696.2919 • bids#buyboard.com • buyboard.com PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS INSTRUCTIONS: Proposer must completely and accurately provide all information requested in the following Vendor Information Forms or your Proposal may be rejected as non -responsive: • Vendor Business Name • Vendor Contact Information ■ Federal and State/Purchasing Cooperative Experience ■ Governmental References ■ Company Profile ■ Texas Regional Service Designation ■ State Service Designation ■ National Purchasing Cooperative Vendor Award Agreement (vendors serving outside Texas only) ■ Local/Authorized Seller Listings ■ Manufacturer Dealer Designation ■ Proposal Invitation Questionnaire ■ Vendor Request to Self -Report BuyBoard Purchases (optional) To the extent any information requested is not applicable to your company, you must so indicate on the form. VENDOR BUSINESS NAME By submitting a Proposal, Vendor is seeking to enter into a legal contract with the Cooperative. As such, Vendor must be an individual or legal business entity capable of entering into a binding contract. Name of Proposing Company: Enviromatic Systems of Fort Worth, Inc. (List the legal name of the company seeking to contract with the Cooperative. Do NOT Hst an assumed name, d* aka, etc. here. Such 1nfnrmatron maybe provided below: Ifyou are submitting a jointproposal with another entity to provide the same proposedgoods orserwvs, each w6m&bhg entity should complete a separate vendor information farm. Separately operating legal business entitles, even if afiillated entities, which propose to provide goods or services separately must submit their own Proposals.} Please oAeek (v) one of the fallowing: Type of Business: ❑ Individual/Sole Proprietor ❑ Other {Specify: A Corporation ❑ Limited Liability Company ❑ Partnership State of Incorporation cif applitahle}: Texasn Federal Employer Identification Number; 75-2 r7 5 1 1 7u (Vendor must include a completed IRS W-9 form with their Proposal) Name by which Vendor, if awarded, wishes to be identified on the BuyBoard: (Note: If different than the Name of Proposing company listed above, only valid trade names (dba, aka, etc.) of the Proposing Company may be used and a copy of your Assumed Name Certificate(s), if applicable, must be attached.) Page 27 of 74 PROPOsm- FoRms COW- v.05.o4.2023 Request for Taxpayer Give Form to the (Rev. Ooiot>ar 2p1a) elm Identification Number and Certification requester. Do not ( Department of the Treasury sand to the IRS, Internal Revenue Service ► Go to www,irs.gov/FarmW9 for Instructions and the latest information. 1 Name (as shown on your Income lax return). Name is required on this line; do not leave this line blank. EnvlromatIc Systems of Fort Worth, Inc. i 2 Business name/disregarded entity name,11 different from above I Enviromatic Svstems e7 3 Check appropriate box for federal tax classification of the person whose name Is entered on line 1. Check only one of the 4 Exemptions (codes apply oNy to foMwlrg seven boxes. certain entities, not individuals; see CI instruction on page 3): a ❑ indMduaVsoh proprlator or ❑ C Corporation B S Corporation ❑ Partnership El7rustrestale 2 singleinermber LLC Exempt payee code (of any) ❑ I Imlted liability company. Enter the tax ciassfficeilon (C=C corporation, S=S corporation, P=Parino(sKp) ► p Note: Check the appropriate box In the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting LLC It the LLC Is dassiffed as a mingle -member LLC that Is disregarded from the owner unless the owner of the LLC Is code (If any) T — another LLC that Is not disregarded from the owner for U.S, federal lax purposes. Otherwise, a sigle-member 1LC that CL Is disregarded from the owner should check the appropriate box for the tax classification of Its owner. ❑ Other see Instructions) I- V awrwuwuM, r.neaMW."U..sl N 6 Address (number, street, and apt. or suite no.) See instructions, Requester's name and address (opiloml) I2337 W. Warrior Trail i is City. state, and ZIP code (Grand Prairie, Tat 75052 1 7 Listaccount number(s)here (optlonai Taxpayer Identification Number (TIN) Enter your TIN In the appropriate box. The TIN provided must match the name given on IIna 1 to avoid I Social security number backup withholding. For individuals, this Is generally your social security number (SSN). However, for a 411 — Ili resident alien, sole proprietor, or disregarded entity, see the Instructions for Part t, later. For other entities, It Is your employer Identification number (EIN). if you do not have a number, see Now to get a FIN, later. Or Note: It the account 19 In more than one name, see the Instructions for line 1. Also see What Name and I Employer Identification number Number To Give the Requesfer for guidelines on whose number to enter, M-15 II jj —�2I]I5111717I0 JiM Certification Under penalties of perjury, I certify that: 1, The number shown on this form is my correct taxpayer Identification number (or I am waiting for a number to be Issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) 1 have not boon notified by the Inlernal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report ail Interest or dividends, of (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S, person (defined below); and 4. The FATCA code(s) entered on this form (if any) Indicating that I am exempt from FATCA reporting is correct, Certiflcatton Instructions. You must cross out Item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all Interest and dividends on your tax return. For real estate transactions, Item 2 does not apply. For mortgage Interest paid, acquisition or abandonment of secured property, cancellation of debt, conlrbutions to an Individual reiirernent arrangement (IRA). and generally, payments other than Interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. Sue the Instructions for Part 11, later. Her I u.s.pSignaroanre Hera V.1>.parsom► General InstructioAs Section references are to the Internal Revenue Code unless oihorwise noted. Future developments. For the latest information about developments related to Form W-9 and Its instructions, such as legislation enacted after they were published, go to www.ffs.gov/ForMW9. Purpose of Form An Individual or entity (Form W-9 requester) who is required to file an Information teturn with the IRS must obtain your correct taxpayer Identification number (TIN) which may be your social security number (SSN), Individual taxpayer ldentlflcatlon number (ITiN), adoption taxpayer Identification number (ATiN), or employer Identification number (EIN), to report on an Information return the amount paid to you, or other amount reportable on an Information return, Examples of information returns Include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) Date► --�I i q Ja 0d 3 • Form 1099-DIV (dividends, Including those from stocks or mutual funds) • Form 1099-MISC (various types of Income, prizeo, awards, or gross proceeds) • Form 1099-R (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-5 (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1090 (home mortgage Interest), 1098-E (student loan Interest), 1098-T (luilloo) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup wilhholding. Sae What Is backup withholding, later. Cat. No, 10231X Form W-9 (Rev. 10-201B) Po. Sax 400. Austin, Texas 78707 a00.695.2919 • bldsCabuyLoard.coen • buybaard.com VENDOR CONTACT INFORMATION Vendorshall provide the requested Vendor ContactInformatlon In the electronlcproposalsubmisslon.System Including contract, purchase order, RFQ, and Invoice contacts (or, Ifsubmltting a hard copy Proposal, timely request and complete the Vendor Contact Information form In accordance with the Instructlons to Proposers), FEDERAL AND STATE/ PURCHASING COOPERATIVE EXPERIENCE The Cooperative strives to provide Cooperative members with the best services and products at the best prices available from Vendors with the technical resources and agility to serve Cooperative members. Please respond to the following questions. 1. Provide the dollar value of sales to or through purchasing cooperatives at or based on an established catalog or market price during the previous 12-month period or the last fiscal year: $3.592,547.47 (The period of the 12-month period is 1-1-2022 112-31-2022 ). In the event that a dollar value is not an appropriate measure of the sales, provide and describe your own measure of the sales of the item(s). 2. By submitting a proposal, you agree that, based on your written discounting policies, the discounts you offer the Cooperative are equal to or better than the best price you offer other purchasing cooperatives for the same items under equivalent circumstances. 3. Provide the information requested below for other purchasing cooperatives for which Proposer currently serves, or in the past has served, as an awarded vendor. Rows should be added to accommodate as many purchasing cooperatives as required. 2. T-PASS (state of Texas) 3. OMNIA Partners 4. Sourcewell (N]PA) S. E&I Cooperative 6. Houston -Galveston Area Council (HGAC) 7. Choice Partners 8. The Interlocal Purchasing System (TIPS) 9. Other ❑■ MY COMPANY DOES NOT CURRENTLY HAVE ANY OF THE ABOVE OR SIMILAR TYPE CONTRACTS. CURRENT BUYBOARD VENDORS If you are a current BuyBoard vendor in the same contract category as proposed in this Proposal Invitation, indicate the discount for your current BuyBoard contract and the proposed discount in this Proposal. Explain any difference between your current and proposed discounts, Current Discount (%): 55 Explanation: Proposed Discount (%): 55 Page 28 of 74 PROPOSAL FMMS CONST. Y.DS.D4.2023 PUBoard- P.Q. Box aoa, Austin, Texass 78767 840.695.2919 • b[d sfpBbuybasrd.cam • buybaxrd.cam GOVERNMENTAL REFERENCES For your Proposal to be considered, you must supply a minimum of five (5) individual governmental entity references. The Cooperative may contact any and all references provided as part of the Proposal evaluation. Provide the information requested below, including the existing pricing/discounts you offer each customer. The Cooperative may determine whether pricing/discounts are fair and reasonable by comparing pricing/discounts stated in your Proposal with the pricing/discounts you offer other governmental customers. Attach additional pages if necessary. quantity/ Entity Name Contact Phone# 1 Tarrant Gounty Chad Raines 817-884-1264 2 Frisco ISD Benny Bedcalf 469-446-7696 TCCD Thomas VanOver 817-515-0618 3 4 Johnson County Josh Green 817-517-9015 5 City of Granbury Roy Robertson 817-894-3202 Email Address Discount Volume cnraines@tarrantcountytx.gov 55%BuyBoard 1-24 medcalfb@friscoisd.org 55%BuyBoard 1-24 thomas.vanover@tccd.edu 55%BuyBoard 1-24 jgreen@johnsoncountytx.org 55%BuyBoard 1-24 rrobertson@granbury.org 55%BuyBoard 1-24 Do you ever modify your written policies or standard overnmental sales practices as identified in the above chart to give better discounts (lower pricing) than indicated? YES [K NQ ❑ If YES, please explain: COMPANY PROFILE Information on awarded Cooperative Contracts is available to Cooperative Members on the BuyBoard website. If your company is awarded a Contract under this Proposal Invitation, please provide a brief company description that you would like to have included with your company profile on the BuyBoard website. Submit your company profile in a separate file, in Word format, with your Proposal. (Note: Vendor is solely responsible for any content provided for inclusion on the BuyBoard website. The Cooperative reserves the right to exclude or remove any content in its sole discretion, with or without prior notice, including but not limited to any content deemed by the Cooperative to be inappropriate, irrelevant to the Contract, inaccurate, or misleading.) Page 29 of 74 PROPOSAL FOWS CONST. V.05.04.2023 Company Profile Enviromatic Systems has been providing and installing building automation systems since 1973. We represent Reliable Controls in North and Central Texas. Our team cares about one thing... delivering results that make your life easier. We specialize in the installation, repair, and service of BACnet DDC control and energy management systems, and commercial HVAC service. r« ������ r+a. Box aav, austln, Texas 78767 i 800.695.2919 • bidsrp7buybvard.com • buyboard.com TEXAS REGIONAL SERVICE DESIGNATION This form must be completed In the electronic proposal submission system (or, if submitting a hard copy Proposal, timely request and complete the form In accordance with the Instructions to Proposers). The Cooperative (referred to as "Texas Cooperative" in this form and in the State Service Designation form) offers vendors the opportunity to service its members throughout the entire State of Texas. In the electronic proposal submission system, you must indicate if you will service Texas Cooperative members statewide or, if you do not plan to service all Texas Cooperative members statewide, you must indicate the specific regions you will service. If you propose to serve different regions for different products or services included in your Proposal, you must complete and submit a separate Texas Regional Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. (Additional forms can be obtained by contacting bidsCcbbuvboard.com at least five (5) business days prior to the Proposal Due Date.) By designating a region or regions, you are certifying that you are authorized and willing to provide the proposed products and services in those regions Designating regions in which you are either unable or unwilling to provide the speclfled products and services shaA be grounds for either rejection of your Proposal or, ifawarded, termination of your Contract. Ad d i t i a n a I I y, if you do not plan to Service Texas Cooperative members (i.e., if you will service only states other than Texas), you must so indicate on the form in the electronic proposal submission system. Regional Education Service Centers Region and Headquarters 1 Edinburg 2 Corpus Christi 3 Victoria 4 Houston 5 Beaumont 6 Huntsville 7 Kilgore 8 Mount Pleasant 9 Wichita Fails 10 Richardson 11 Fort Worth 12 Waco 13 Austin 14 Abilene 15 San Angelo 16 Amarillo 17 Lubbock 18 Midland 19 ElPaso 20 San Antonio Page 30 of 74 PmposAi RiRMs CONST. v.05.G4.2023 PFBoarff P.O. Sax Opp. Austin, Texas 78797 660.695.2919 • bidsr�•buyboard.c4m • buyboard.carn STATE SERVICE DESIGNATION This farm must be completed in the electronic proposal submission system (or, If submitting a hard copy Proposal, timely request and complete the In accordance with the Instructlons to Proposers), As set forth in the Proposal Invitation, it is the Cooperative's intent that other governmental entities in the United States have the opportunity to purchase goods or services awarded under the Contract, subject to applicable state law, through a piggy -back award or similar agreement through the National Purchasing Cooperative BuyBoard. If you plan to service the entire United States or only specific states, you must complete the State Service designation information in the electronic proposal submission system. (Note: If you plan to service Texas Cooperative members, be sure that you complete the Texas Regional Service Designation form.) in addition to this form, to be considered for a piggy -back award by the National Purchasing Cooperative, you must have an authorized representative sign the National Purchasing Cooperative Ven dor A ward A gre em en t that follows this page. If you serve different states for different products or services included in your Proposal, you must complete and submit a separate State Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. (Additional forms can be obtained by contacting b1ds6bu►rboard.com at least five (5) business days prior to the Proposal Due Date.) By designating a state or states, you are certifying that you are authorized and willing to provide the proposed products and services in those states. Designating states in which you are either unable or unwilling to pro vide the specif►ed products and services shall be grounds for either rejection of your Proposal or, if a warded, termination of your Contract. ■ I will service all states in the United States. • I will not service all states in the United States. Alabama Montana Alaska Nebraska Arizona Nevada Arkansas New Hampshire California (Public Contract Code 20118 & 20652) New Jersey Colorado New Mexico Connecticut New York Delaware North Carolina District of Columbia North Dakota Florida Ohio Georgia Oklahoma Hawaii Oregon Idaho Pennsylvania Illinois Rhode Island Indiana South Carolina Iowa South Dakota Kansas Tennessee Kentucky Texas Louisiana Utah Maine Vermont Maryland Virginia Massachusetts Washington Michigan West Virginia Minnesota Wisconsin Mississippi Wyoming Missouri Page 31 of 74 PROPOSAL FORMS CONST. v.05.04.2023 RR. Box 400, Auslln, Texas 76767 600.695.2919 - bldsWbuyboard.cam - buyboard.carn •fir NATIONAL PURCHASING COOPERATIVE VENDOR AWARD AGREEMENT In accordance with the Terms and Conditions associated with this Proposal Invitation, a contract awarded under this Proposal Invitation may be "piggy -backed" by another governmental entity. The National Purchasing Cooperative is an intergovernmental purchasing cooperative formed by certain school districts outside of Texas to serve its members throughout the United States. If you agree to be considered for a piggy -back award by the National Purchasing Cooperative, you agree to the following terms and agree to serve National Purchasing Cooperative members in the states you have indicated on the State Service Designation form, in your Proposal. By signing this form, Proposer (referred to in this Agreement as "Vendor") agrees as follows: 1. Vendor acknowledges that if The Local Government Purchasing Cooperative ("Texas Cooperative"} awards Vendor a contract under this Proposal Invitation ("Underlying Award"}, the National Purchasing Cooperative ("National Cooperative"} may - but is not required to - "piggy -back" on or re -award all or a portion of that Underlying Award ("Piggy -Back Award"}. By signing this National Cooperative Vendor Award Agreement ("Agreement), Vendor accepts and agrees to be bound by any such Piggy -Back Award as provided for herein. 2. In the event National Cooperative awards Vendor a Piggy -Back Award, the National Cooperative Administrator ("BuyBoard Administrator) will notify Vendor in writing of such Piggy -Back Award, which award shall commence on the effective date stated in the Notice and end on the expiration date of the Underlying Award, subject to annual renewals as authorized in writing by the BuyBoard Administrator. Vendor agrees that no further signature or other action is required of Vendor in order for the Piggy -Back Award and this Agreement to be binding upon Vendor. Vendor further agrees that no interlineations or changes to this Agreement by Vendor will be binding on National Cooperative, unless such changes are agreed to by its BuyBoard Administrator in writing. 3. Vendor agrees that it shall offer its goods and services to National Cooperative members at the same pricing and same general terms and conditions, subject to applicable state laws in the state of purchase, as required by the Underlying Award. However, nothing in this Agreement prevents Vendor from offering National Cooperative members better (i.e., lower) competitive pricing and more favorable terms and conditions than those in the Underlying Award. 4. Vendor hereby agrees and confirms that it will serve those states it has designated on the State Service designation Form of this Proposal Invitation. Any changes to the states designated on the State Service designation Form must be approved in writing by the BuyBoard Administrator, 5. Vendor agrees to pay National Cooperative the service fee provided for in the Underlying Award based on the amount of purchases generated from National Cooperative members through the Piggy -Back Award. Vendor shall remit payment to National Cooperative on such schedule as it specifies (which shall not be more often than monthly). Further, upon request, Vendor shall provide National Cooperative with copies of all purchase orders generated from National Cooperative members, vendor invoices, and/or such other documentation regarding those purchase orders as the Cooperative's administrators may require in their reasonable discretion for purposes of reviewing and verifying purchase activity. Vendor further agrees that National Cooperative shall have the right, upon reasonable written notice, to review Vendor's records pertaining to purchases made by National Cooperative members in order to verify the accuracy of service fees. 6. Vendor agrees that the Underlying Award, including its General Terms and Conditions, are adopted by reference to the fullest extent such provisions can reasonably apply to the post-proposaVcontract award phase. The rights and responsibilities that would ordinarily inure to the Texas Cooperative pursuant to the Underlying Award shall inure to National Cooperative; and, conversely, the rights and responsibilities that would ordinarily inure to Vendor in the Underlying Award shall inure to Vendor in this Agreement. Vendor recognizes and agrees that Vendor and National Cooperative are the only parties to this Agreement, and that nothing in this Agreement has application to other third parties, including the Texas Cooperative. In the event of conflict between this Agreement and the terms of the Underlying Award, the terms of this Agreement shall control, and then only to the extent necessary to reconcile the conflict. Page 32 of 74 PROPOSr�L FORMS CO?ASr. v.05.04.2023 BU s i i i r r P.O. Box 400. Austin. Texas 78767 800.695.2919 • blds*buyboard.com • buybowd.com 7. This Agreement shall be governed and construed in accordance with the laws of the State of Texas and venue for any dispute shall lie in the federal district court of Travis County, Texas. 8. Vendor acknowledges and agrees that the award of a Piggy -Back Award is within the sole discretion of National Cooperative, and that this Agreement does not take effect unless and until National Cooperative awards Vendor a Piggy - Back Award and the BuyBoard Administrator notifies Vendor in writing of such Piggy -Back Award as provided for herein. WHEREFORE, by signing below Vendor agrees to the foregoing and warrants that it has the authority to enter into this Agreement. Enviromatic Systems W der Authorized Company Official 7-15-2023 ©ate 720-23 Proposal Invitation Number Sid Ellis, Jr. Printed Name of Authorized Company Official Page 33 of 74 mpoSAL FORMS CMST. v.0.5.94.2023 a !1 ! [BU r P.a. Box 400. Austin, Texas 78767 8e0.605.2912 - didWbuyboard.cam • buyboard.com LOCATION/AUTHORIZED SELLER LISTINGS If you have more than one location/authorized seller that will service a Contract awarded under this Proposal Invitation, please list each location authorized seller below. If additional sheets are required, please duplicate this form as necessary. NOTE: Awarded Vendors shall remain responsible for all aspects of the Contract, including processing of Purchase Orders, and shall be responsible for the performance of all locations and authorized sellers under and in accordance with the Contract. If you are a product manufacturer and wish to designate Designated Dealers as defined in the General Terms and Conditions to receive Cooperative member Purchase Orders on your behalf, you must complete the Manufacturer Designated Dealer form. Austin Texas Brennan Mittal 3913 AuMin. a Ln, 87 4305 Austin, texas 7874a Enviromatic Systems 512-368-2252phona 512.532-6117 fax bmittaikerniromaticsystems.c Page 34 of 74 PROPOmL FORMS CONST. v.05L4.2023 SuMfoTelis P.O. Box Ono, Austin. T*Xzs 78767 800-695.2919 - 61dSWbuyfa0ard.com • buyboard.corne MANUFACTURER DEALER DESIGNATION If Vendor is a manufacturer that sells products through a dealer network and wishes to designate a dealer or multiple dealers ("Designated Dealers" j to receive Cooperative member Purchase Orders on Vendor's behalf, you must complete this form for each dealer you wish to designate. Regardless of any Designated Dealers submitted by Vendor, Vendor specifically agrees and acknowledges that any such designations are for Vendor's convenience only and shall not, if Vendor is awarded a Contract, relieve Vendor of any obligations under the Contract, including payment of Cooperative service fees on all Purchase Orders submitted to Vendor or any Designated Dealer. In accordance with the General Terms and Conditions, an awarded Vendor shall remain responsible and liable for all of its obligations under the Contract and the performance of both Vendor and any of Vendor's Designated Dealers under and in accordance with the Contract and remain subject to all remedies for default thereunder, including, but not limited to suspension and termination of Vendor's Contract for nonpayment of service fees. If awarded, Vendor authorizes the Cooperative, in its sole discretion, to list any Vendor Designated Dealers in the BuyBoard system and to receive Purchase Orders directly from Cooperative members on behalf of Vendor. To the extent a Vendor with Designated Dealers receives a Purchase Order directly, it shall be the responsibility of Vendor to appropriately process such Purchase Order in accordance with the Contract, including but not limited to timely forwarding such Purchase Order to a Designated Dealer for processing. The Cooperative reserves the right, in its sole discretion, to refuse addition of, or request removal of, any Designated Dealer, and Vendor agrees to immediately require such Designated Dealer to cease accepting Purchase Orders or otherwise acting on Vendor's behalf under the Contract. Further, the Cooperative administrator shall be authorized to remove or suspend any or all Designated Dealers from the BuyBoard at any time in its sole discretion. If you wish to designate a dealer to service a contract awarded under this Proposal Invitation, please list the Designated Dealer below. If you wish to designate multiple dealers, please duplicate this form as necessary. N/A Designated Dealer Name Designated Dealer Address City Phone Number Designated Dealer Contact Person state Fax Number Zip Code Email address Designated Dealer Tax ID Number* {*attach W-S} Page 35 of 74 PRORDsAL Fowls WN$Y. v.05.04.2023 DVBoord- 800.695.2919 • h1ds4,buyboard.com • boyboard.com PROPOSAL INVITATION QUESTIONNAIRE The Cooperative will use your responses to the questions below in evaluating your Proposal and technical and financial resources to provide the goods and perform the services ("Work'l under the BuyBoard contract contemplated by this Proposal Invitation ("Contract"}. Proposers must fully answer each question, numbering your responses to correspond to the questions/numbers below. Proposers must complete below or attach your responses to this questionnaire and submit in one document with your Proposal. You must submit the questionnaire and responses with your Proposal or the Proposal will not be considered. 1. List the number of years Proposer has been in business and former business names (if applicable). (Vote whether your company is currently for sale or involved in any transaction that would significantly alter its business or result in acquisition by another entity. Please see attachment A 2. Describe Vendor's direct experience (not as a subcontractor) performing the Work proposed under this Contract. Include a brief description of the projects you have completed for Texas governmental entities in the last 5 years, and include for each the project name, scope, value, and date, and the name of the procuring government entity and entity contact person. Identify the contracts that best represent Vendor's capabilities relative to this Contract. Please see attachment A 3. describe the resources Proposer has to manage staff and successfully perform the Work contemplated under this Contract. State the number and summarize the experience of company personnel who may be utilized for the Work, including those who will be available to Cooperative members for assistance with project development, technical issues, and product selection for Work associated vvith this Contract. Please see attachment A Page 36 of 74 Pwo ao FoRms CONST. �.05.04.2023 1J ;• 1 / e-s P.O. Box 4GO. Austin, Texas 74767 000-695.2912 - bids*_ buyboard.cam - bUyboard.cam 4. The Contract does not include architectural or engineering services, which must be procured separately, outside of the Cooperative, in accordance with Chapter 2254 of the Texas Government Code (Professional Services Procurement Act) or other applicable law (for entities outside of Texas). If you are performing Work under the Contract on a project that requires the services of an architect or professional engineer, how will you work with a Cooperative member and its designated architect or engineer with respect to services that must be procured outside the Contract? Please see attachment A 5. Describe the tasks and functions that can be completed by Vendor in-house without the use of a subcontractor or other third party. Please see attachment A 6. Marketina 5trateav: For your Proposal to be considered, you must submit the Marketing Strategy you will use if the Cooperative accepts all or part of your Proposal (Example: Explain horn your company will initially inform Cooperative members of your BuyBoard Contract, and how you will continue to support the BuyBoard for the duration of the Contract term.) Attach additional pages if necessary. Please see attachment A 7. Describe Proposer's financial capability to perform the Contract. State or describe the firm's financial strength and rating, bonding capacity, and insurance coverage limits. State whether the firm, or any of the firm's past or present owners, principal shareholders or stockholders, or officers, have been a debtor party to a bankruptcy, receivership, or insolvency proceeding in the last 7 years, and identify any such debtor party by name and relationship W or position with your firm. Please see attachment A Page 37 of 74 PROPOSAL FoP s MN57. V.05.04.2023 P.C. Box 400, Austin, Texts 70767 500.695.7919 • bidsWbuyboard.com • buyboard.com r�r B. Does your company have any outstanding financial judgments and/or is it currently in default on any loan or financing agreement? If so, provide detailed information on the nature of such items and prospects for resolution. Please see attachment A 9, List all contracts, if any, in the last 10 years on which proposer has defaulted, failed to complete or deliver the work, or that have been terminated for any reason. Include any contract for which the surety was notified of a potential claim in regard to a payment or performance bond. For each such contract, provide the project name, scope, value and date and the name of the procuring entity. Fully explain the circumstances of the default, notice to surety, failure to complete or deliver the work, or termination. Please see attachment A 10. List all litigation or other legal proceedings (including arbitration proceedings and/or claims fled with a surety in regard to a payment or performance bond), if any, in the last to years brought against your firm, or any of the firm's past or present owners, principal shareholders or stockholders, officers, agents or employees, that relate to or arise from a contract similar to this Contract or the Work contemplated under this Contract. Provide the style of the lawsuit or proceeding (name of parties and court or tribunal in which filed), nature of the claim, and resolution or current status. 11. Describe in detail the quality control system Vendor will use, including third party auditing certification, to support the long-term performance and structural strength of the products to be used in a project under the Contract. Please see attachment A Rage 38 of 74 PROPOSAL FORMS CONST, v,05.44.2023 Bu of ♦ A P.O. Box 400, Austin, Incas 78767 800.69$.2978 • bids0buyboarrl.Gom - buyboard.corn 12. If the Work will require Vendor to tender performance or payment bonds, provide the name of the bonding company or surety that will issue such bonds. Please see attachment A 13. Describe in detail all documented safety issues, if any, that have involved Vendor in the last three years related to the type of work contemplated under this Contract. Provide a three-year history of your firm's workers compensation experience modifier. Please see attachment A Page 39 of 74 PROPOSAL FORMS OONST, r.05.04.2023 P.O. sox 400, Austin, 7eXas 70767 800.695.2019 - blidsCitbuyboard.com - buybaard_cam VENDOR REQUEST TO SELF -REPORT BUYBOARD PURCHASES The General Terms and Conditions require that all Purchase Orders generated by or under any Contract awarded under this Proposal Invitation be processed through the BuyBoard and, except as expressly authorized in writing by the Cooperative administrator, Vendors are not authorized to process Purchase Orders received directly from Cooperative members that have not been processed through the BuyBoard or provided to the Cooperative. In accordance with this provision, Vendor may request authorization of the Cooperative administrator to self -report Cooperative member purchases if awarded a Contract under this Proposal Invitation. By malting such a request, Vendor acknowledges and agrees that self -reporting is specifically subject to and conditioned upon (1) Vendor's agreement to the Additional Terms and Conditions for BuyBoard Self -Reporting which are included in this Proposal Invitation and incorporated herein for all purposes and (2) approval of this request in writing by the Cooperative administrator. Note: This form is NOT required as part of your proposal. You should sign and return this form ONL Y if you wish to request authorizatlon to self -report BuyBoard purchases. Any request to self -report will not be effective, and Vendor shall not be authorized to self -report BuyBoard member purchases, unless and until (1) Vendor is awarded a Contract under this Proposal Invitation, and (2) the request has been approved in writing by the Cooperative administrator. By my signature below, I hereby request authorizatlon from the Cooperative adminlstrator to self -report BuyBoard purchases if my company Is awarded a Contract. I certify that I am authorized by the above - named Vendor to appro ve this form, and I ha ve received and read the Additional Terms and Conditions for BuyBoard Self -Reporting Included in this Proposal In vltallon and do hereby approve and agree to such terms and condltlons on behalf of Vendor. NAME OF VE DOR: Enviramatic Systems ignature of Vendor"Authorized Representative Printed Name: S id G I I is, J r. 11111tle: President Date:7-10-2023 (For Cooperative Administrator Use Only) Approved by BuyBoard Administrator: Effective/Start Date for Self -Reporting: Page 40 of 74 PROPOSAL FORMS OONST. v.05.04.2023 I p d. Box 400, Au;lln, Texas 70767 90fl.695.2919 - bldSWbuyboard,corrm • buyboard.cern PROPOSAL SPECIFICATION SUMMARY The categories and items specified for this Proposal Invitation are summarized below. For full Proposal Specifications, you must review and complete the Proposal Specification information in the electronic proposal submission system in accordance with the Instructions to Proposers {or, if submitting a hard copy Proposal, timely request and complete the Proposal Specification Form in accordance with the Instructions to Proposers}, PROPOSAL N07EL Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalogs)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred, No paper catalogs orman ufaeturer/vendor websites w111 be accepted. PROPOSAL NOTE 2. A Vendor proposing on Section I; HVAC Eouinment. Products. and Suoolies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTES: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion, Section I: HVAC Equipment. Products._ and SupBlies 1. Discount (%) off catalog/pricelist for HVAC Equipment (all types - rooftop units, split systems, chillers, compressors, cooling towers, heat pumps, furnaces, unit heaters, duct furnaces, and other related items). 2. Discount (%) off catalog/pricelist for HVAC Controls, Software, and Monitoring Systems (all types), 3. Discount (%) off catalog/pricelist for HVAC Air Handling Products (all types - coils, fans, and other related items). 4. Discount (%) off catalog/pricelist for HVAC Supplies (all types). S . Discount (°I°) off catalog/pricelist for HVAC Filters (all types). 6. Discount (%) off catalog/pricelist for HVAC Indoor Air Quality Products (all types), 7. Discount (%) off catalog/pricelist for HVAC Repair Parts (all types). 8. Discount (%) off catalog/pricelist for HVAC Refrigerants (all types). 9. Discount (°I°] off catalog/pricelist for HVAC Refrigerant Recovery Equipment (all types). 10. Discount (°Ia) off catalog/pricelist for UVC Emitters/Lamps (used to incorporate downstream of all cooling coils and above all drain pans to control airborne and surface microbial growth and transfer. Fixtures and lamps must be manufactured for this purpose and safety interlocks/features shall he provided to limit hazard to operating staff). 11. Discount (%) off catalog/pricelist for Insulation Products for HVAC Equipment. 12. Discount (%) off catalog/pricelist for HVAC Maintenance Agreements. Section II: Installation and Repair Service 13. Standard Hourly Labor Rate for Installation/ Repair Service of HVAC Equipment and Products, not to exceed standard hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. 14. Non -Standard Hourly Labor Rate for Installation/ Repair Service of HVAC Equipment and Products, not to exceed non-standard hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. 15. Hourly Labor Rate for Installation of HVAC Filter Change Out Service (including labor, filters, and removal/disposal of product), not to exceed hourly tabor rate for Installation of HVAC Filter Products. 16. Coefficient for Standard Hours of Installation/ Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). 17. Coefficient for Non -Standard Hours for Installation/ Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). Page 41 of 74 PROPOML FORMS LONST, v.05.04.2023 B a / I i! • r P.O. Box 400, Au;tln. T►xa:78767 $00.695.2912 • bidWbuyboard.com R buyboard.corn REQUIRED FORMS CHECKLIST (Please check (0 the following) XReviewedlComoleted: Proposer's Acceptance and Agreement PROPOSAL FORMS PART 1: COMPLIANCE FORMS Reviewed/Completed: Proposal Acknowledgements Reviewed/Completed: Felony Conviction Disclosure ReviewedlComoleted: Resident/Nonresident Certification ReviewedlComoleted: Debarment Certification ReviewedlComoleted; Vendor Employment Certification ReviewedlComoleted: No Boycott Verification ReviewedlComoleted: No Excluded Nation or Foreign Terrorist Organization Certification Reviewed/Comnfeted: Historically Underutilized Business Certification ReviewedlComnleted: Acknowledgement of BuyBoard Technical Requirements ReviewedlComnleted: Construction -Related Goods and Services Affirmation Reviewed/Comaleted: Deviation and Compliance ReviewedlComoleted: Vendor Consent for Name Brand Use Reviewed/Completed: Confidential/ Proprietary Information ReviewedlComoleted: EDGAR Vendor Certification ReviewedlComoleted: Compliance Forms Signature Page PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS Ar Reviewed/Completed: Vendor Business Name Reviewed/Completed: Vendor Contact Information (complete in electroniepmpasalsubmission system) Reviewed/Completed: Federal and State/Purchasing Cooperative Experience ReviewedlComnleted: Governmental References ReviewedlComoleted: Company Profile Reviewed/Completed: Texas Regional Service Designation (complete in electronic proposal submission system) Reviewed/Completed: State Service Designation (complete in electronic, vroposalsubmisson system) ReviewedlComoleted: National Purchasing Cooperative Vendor Award Ag .:, . (vendors serving outside Texas only) ReviewedlComoleted: Local/Authorized Seller Listings Reviewed/Completed: Manufacturer Dealer Designation Reviewed/Completed: Proposal Invitation Questionnaire ReviewedlComnleted: Vendor Request to Self -Report BuyBoard Purchases (optional) ReviewedlComi2e e : Proposal Specifications Discount (%) off Catalog/Pricelist and/or other required pricing information including Ca talogs/Pricelists (or no bid response) must be submitted with the Proposal or the Proposal will not be considered, ManufacturerAuthorlratlon Letter(s), and License. Page 42 of 74 PROPOSAL FORM CONST. v.05-04.M3 ATTACHMENT A PROPOSAL INVITATION QUESTIONNAIRE The Cooperative will use your responses to the questions below in evaluating your Proposal and technical and financial resources to provide the goods and perform the services ("Work' under the BuyBoard contract contemplated by this Proposal Invitation ("Contract"). Proposers must fully answer each question, numbering your responses to correspond to the questions/numbers below. Proposers must complete below or attach your responses to this questionnaire and submit in one document with your Proposal. You must submit the questionnaire and responses with your Proposal or the Proposal will not be considered. 1. List the number of years Proposer has been in business and former business names (if applicable). Note whether your company is currently for sale or involved in any transaction that would significantly alter its business or result in acquisition by another entity. Ouestion 1 Response Enviromatic Svstems has been in business for 50 vears sellina and installina temperature control systems. We also have a commercial HVAC service department. 2. Describe Vendor's direct experience (not as a subcontractor) performing the Work proposed under this Contract. Include a brief description of the projects you have completed for Texas governmental entities in the last 5 years, and include for each the project name, scope, value, and date, and the name of the procuring government entity and entity contact person. Identify the contracts that best represent Vendor's capabilities relative to this Contract. Ouestion 2 Response Enviromatic Svstems has been Derformina the proposed tvpe of work directiv for aovernmental entities since 1973. We furnish and install buildina automation temperature control systems which includes installation and Droarammina of microprocessor based diaital controllers controllina HVAC eauipment. We also install all the low voltaae control wirina associated with diaital control systems. Some of the Droiects in the last five vears we have installed are as follows: Tarrant Countv (Corrections Center Controls UDarades) Scope of work includes replacina existina controls for Smoke control system, VAV air handlina units, VAV boxes, motorized control dampers, motorized chilled water valves, as built control drawinas, Droarammina of controls eauipment, control araphics and low voltaae control wirina in conduit. Scope value: $2,710,441.00 Date: April 2023 Contact: Chad Raines 817-884-1264 Frisco ISD (Centennial Hiah School Controls UDarades) Scope of work includes replacina existina controls for fan coil units, VAV boxes, motorized control dampers, motorized chilled water valves, chilled water central plant, as built control drawings. Droarammina of controls eauipment, control araphics and low voltage control wirina in conduit. Scope value: $803,261.00 Date: March 2023 Contact: Bennv Medcalf 469-446-7696 Mesquite Hiah School (Poteet Hiah School Controls UDarades) Scope of work includes replacina existina controls for VAV air handlina units, VAV boxes, motorized control dampers, motorized chilled water valves, chilled water central plant, as built control drawinas, Droarammina of controls eauipment, control araphics and low voltaae control wirina in conduit. Scope value: $1,813,460.00 Date: April 2023 Contact: Tim Kinsworthv 214-236-0067 Tarrant Countv Colleae (Five Campus Wide Power and BTU Monitorina) Scope of work includes KW monitorina for each campus buildina and BTU monitorina of each campus buildina, as built control drawinas, Droarammina of monitorina eauipment, control araphics and low voltage control wirina in conduit. Scope value: $376,386.00 Date: October 2022 Contact: Thomas VanOver 817-515-6030 3. Describe the resources Proposer has to manage staff and successfully perform the Work contemplated under this Contract. State the number and summarize the experience of company personnel who may be utilized for the Work, including those who will be available to Cooperative members for assistance with project development, technical issues, and product selection for Work associated with this Contract. Ouestion 3 Response Enviromatic Svstems has 85 emDlovees. AttdUlyiitli t 6 is our Coroorate Overview to answer auestion No. 3. Sid Ellis, John Pluff, Brennan Mittal, Jim Bonham, Mike eritelli, Brant Davis, and Josh Sutton will be available to Cooperative members for assistance. These individuals are also in our Corporate Overview document. 4. The Contract does not include architectural or engineering services, which must be procured separately, outside of the Cooperative, in accordance with Chapter 2254 of the Texas Government Code (Professional Services Procurement Act) or other applicable law (for entities outside of Texas). If you are performing Work under the Contract on a project that requires the services of an architect or professional engineer, how will you work with a Cooperative member and its designated architect or engineer with respect to services that must be procured outside the Contract? Ouestion 4 Response We would explain to the Cooperative members that architectural and enaineerina services fall under professional services and cannot be purchased under this contract. The Cooperative member performs this work outside of the contract. 5. Describe the tasks and functions that can be completed by Vendor in-house without the use of a subcontractor or other third party. Ouestion 5 Response Enviromatic Svstems can perform all tasks and functions in-house includina estimating Droiect, Droarammina, araphics, application control drawinas, installation, service, and trainina. 6. Marketing Strategy: For your Proposal to be considered, you must submit the Marketing Strategy you will use if the Cooperative accepts all or part of your Proposal. (Example: Explain how your company will initially inform Cooperative members of your BuyBoard Contract, and how you will continue to support the BuyBoard for the duration of the Contract term.) Attach additional pages if necessary. Ouestion 6 Response Enviromatic Svstems has been a BuyBoard vendor for 9 vears. Each one of our 9 sales staff has been trained in marketina BuvBoard to all our school district customers, countv customers, and citv customers. Every time we do a presentation for a new customer Dromotina our controls product line, we also spend time helpina the customer understand BuvBoard and how to Durchase the products we represent usina Buvboard. BuvBoard is our No. 1 tool to promote and sell our product offerings to public customers in our service area. 7. Describe Proposer's financial capability to perform the Contract. State or describe the firm's financial strength and rating, bonding capacity, and insurance coverage limits. State whether the firm, or any of the firm's past or present owners, principal shareholders or stockholders, or officers, have been a debtor party to a bankruptcy, receivership, or insolvency proceeding in the last 7 years, and identify any such debtor party by name and relationship to or position with your firm. Ouestion 7 Response Please see attachment E, American National Banks letter on financial strength and ratina for Enviromatic Svstems. Enviromatic Svstems has a bondina capacity of $4,000,000.00. Please see attachment D. Certificate of Liabilitv Insurance. No principal shareholders, stockholders, or officers have ever been involved in anv bankruptcy, receivership, or insolvencv Droceedina in the last 7 vears or ever. 8. Does your company have any outstanding financial judgments and/or is it currently in default on any loan or financing agreement? If so, provide detailed information on the nature of such items and prospects for resolution. Ouestion 8 Response Enviromatic Svstems does not have anv outstandina financial iudaments. Enviromatic Svstems is not in default on anv loan or financina aareement. 9. List all contracts, if any, in the last 10 years on which Proposer has defaulted, failed to complete or deliver the work, or that have been terminated for any reason. Include any contract for which the surety was notified of a potential claim in regard to a payment or performance bond. For each such contract, provide the project name, scope, value and date and the name of the procuring entity. Fully explain the circumstances of the default, notice to surety, failure to complete or deliver the work, or termination. Ouestion 9 Response Enviromatic Svstems has not defaulted or failed to complete anv moiects. 10. List all litigation or other legal proceedings (including arbitration proceedings and/or claims filed with a surety in regard to a payment or performance bond), if any, in the last 10 years brought against your firm, or any of the firm's past or present owners, principal shareholders or stockholders, officers, agents or employees, that relate to or arise from a contract similar to this Contract or the Work contemplated under this Contract. Provide the style of the lawsuit or proceeding (name of parties and court or tribunal in which filed), nature of the claim, and resolution or current status. Ouestion 10 Response Enviromatic Svstems has no litigation or leaal Droceedinas, or claims filed with a suretv reaardina Davment or Performance bonds. 11. Describe in detail the quality control system Vendor will use, including third party auditing certification, to support the long-term performance and structural strength of the products to be used in a project under the Contract. Ouestion 11 Response Enviromatic Svstems carefully tests all our products and components. We work with the manufacturers to beta test the hardware before it is put in general production. Please see attachment D1, D2, D3, & D4. 12. If the Work will require Vendor to tender performance or payment bonds, provide the name of the bonding company or surety that will issue such bonds. Ouestion 12 Response Hartford Fire Insurance Companv 3000 Internet Blvd, Suite 600 Frisco, Texas 75034 Webber Group Advisors (Bondina Aaent) 13601 Preston Road, Suite E740 Dallas, Texas 75240 13. Describe in detail all documented safety issues, if any, that have involved Vendor in the last three years related to the type of work contemplated under this Contract. Provide a three-year history of your firm's workers compensation experience modifier. Ouestion 13 Response Enviromatic Svstems has had no safetv issues in the last 3 vears related to the tvoe of work contemplated under this contract. Please see attachment F for workers compensation experience ratinas for 2201, 2022, and 2023. Providing Quality I Attachment B Building Automation Building automation specialists Since 1973 envirematic Yam' rEEW Z ENVIROMATIC SYSTEMS, INC. — A TEXAS CORPORATION In business since 1973, Enviromatic Systems has a long and storied history of "Providing Quality Building Automation Systems". Founded as Control Services and was initially established as a sole proprietorship to serve the building automation and temperature control system needs of North Texas. During our first few years of business, we experienced remarkable growth, which necessitated that some changes be made. In 1977, Control Services officially incorporated under the name of Control Services & Contracting, Inc. and in 1979, Bruce Rummans joined the management team. The mid-80s was a period of significant evolution in the controls industry with the introduction of digital controls to the marketplace. As our industry evolved, so did we. In 1985, we petitioned the State of Texas to formally grant us permission to change our corporate name to Enviromatic Systems, Inc. to better identify our role within the market we served. As we matured, the management team recognized a need to expand our market presence to facilitate continued growth. 1998 saw the addition of Sid Ellis Jr. to the Enviromatic Systems management team, as well as the opening of our 2nd office located in southwest Fort Worth. To better serve our customers and to foster the sharing of ideas and best practices, the Dallas and Fort Worth offices were combined and in January 2002, we relocated to our current facility in the heart of the Dallas/Fort Worth metroplex. As the company continued to grow John Pluff joined the management team in 2011. OUR BUSINESS Enviromatic Systems designs, installs, commissions, and maintains Building Automation, Energy Management, Temperature Control systems and Laboratory Control Systems for commercial, industrial, and institutional facilities, whether these facilities are single- building or campus style, multi -building complexes. The systems we furnish utilize the latest in direct digital control (DDC), pneumatic, electronic or any combination of these technologies, with our primary market being the North and Central Texas area. To compliment the Energy Management and Temperature Control Systems, Enviromatic Systems also offers peripheral equipment specific to the Building Automation, Energy Management and Temperature Control System industry. OUR PRODUCTS Each product line Enviromatic Systems represents is based on our original premise of offering the best quality service and components as they relate to the Building Automation, Energy Management and Temperature Control System industry. Available products include: • Air Distribution Equipment • Control Air Compressors & Accessories • Smoke, Fire and Combination Fire/Smoke Dampers • Control Valves and Dampers • Direct Digital Control Systems • Power Monitoring Systems • Lighting Control Systems • Cleanroom/Laboratory Control Systems • Electronic/Electric Control Products • Pneumatic Control Products • Solid State Motor Controls • Variable Frequency Drives Pier One Corporate HQ Fort Worth, Texas 2337 West Warrior Trail, Grand Prairie, Texas 75052 Phone (972) 206-2590 Fax (972) 206-2635 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com EQUIPMENT MANUFACTURERS REPRESENTED Control Air Compressors & Accessories Curtis -Toledo, Inc. Hankinson Products 1905 Kielin Ave. 1000 Philadelphia Street St. Louis, Missouri 63133 Cannonsburg, PA 15317 Control and Smoke Dampers Ruskin Farwell Corporation of Texas 3900 Dr. Greaves Rd. 2913 National Ct. Kansas City, MO 64030 Garland, TX 75041 Direct Digital Control Systems Reliable Controls 120 Hollowell Rd. Victoria, BC V9A-7K2 - Canada Electronic/Electric Control Products Belimo Aircontrols (USA), Inc. ZoneFirst 7 Miry Brook Rd. 6 Aspen Drive Danbury, CT 06813 Randolph, NJ 07869 Siemens Building Technologies, Inc. Senva Sensors 1000 Deerfield Parkway 9290 SW Numbus Avenue Buffalo Grove, IL 60089 Beaverton, Oregon 97008 Automation Components, Inc. Johnson Controls 2305 Pleasant View Rd. 5757 N. Green Bay Ave Middleton, WI 53562 Milwaukee, WI 53201 Motor Controls/Variable Frequency Drives Siemens Building Technologies, Inc. Johnson Controls 1000 Deerfield Parkway 5757 N. Green Bay Ave Buffalo Grove, IL 60089 Milwaukee, WI 53201 Tarrant County Family Law Center Tarrant County, Texas 2337 West Warrior Trail, Grand Prairie, Texas 75052 Phone (972) 206-2590 Fax (972) 206-2635 Guinn Justice Center Johnson County, Texas 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com KEY PERSONNEL Behind every successful business are dedicated people and we are certainly no different. Each of our employees realizes that our continued success begins with their ability to ensure that each customer's needs are met in a timely fashion. Each of our key technical personnel charged with executing our core competencies, whether it be sales, design, engineering or implementation, has a minimum of 10 years experience in the Building Automation, Temperature Control, Energy Management, mechanical systems, or computer industries. Sid Ellis, Jr. — President 25 yrs — Enviromatic Systems 10 yrs — Harold James, Inc. Wilbur Lewis - Application Engineer 21 yrs — Enviromatic Systems 6 yrs — Johnson Controls Debbie Asbeck — Application Engineer 13 yrs — Enviromatic Systems 7 yrs — Tab Technologies 7 yrs — Entech 9 yrs — Johnson Controls David Rotko - Automation Sys Programmer 19 yrs — Enviromatic Systems 13 yrs — Engineered Air Balance Josh Sutton — Automation Sys Programmer 14 yrs — Enviromatic Services Derek Curry — Automation Sys Programmer 6 yrs — Enviromatic Systems Tanner Erdman — Automation Sys Programmer 6 yrs — Enviromatic Systems Jordy Massey — Automation Sys Programmer 6 yrs — Enviromatic Systems Ethan Massie — Automation Sys Programmer 5 yrs — Enviromatic Systems GM Financial Phase I Arlington, Texas 2337 West Warrior Trail, Grand Prairie, Texas 75052 Phone (972) 206-2590 Fax (972) 206-2635 John Pluff — Secretary/Treas. & Sales Manager 12 yrs — Enviromatic Systems 10 yrs — Cohesive Automation 2 yrs — CSI/TAC Greg Evans — Project Manager 9 yrs — Enviromatic Systems 10 yrs — Concept Services Dan Fryman — Application Engineer 2 yrs — Enviromatic Systems Wes Morgan — Installation Supervisor 20 yrs — Enviromatic Systems Jim L. Bonham — Sales 23 yrs — Enviromatic Systems 7 yrs — Harold James, Inc. Jeremy Syrus - Project Manager 10 yrs — Enviromatic Systems 6 yrs — Johnson Controls Tim Chambers — Project Manager 15 yrs — Enviromatic Systems 12 yrs — Burger Engineering David Holcomb — Automation Sys Programmer 26 yrs — Enviromatic Systems 4 yrs — Kmart Corporation 5 yrs — Hydro Air Corporation GM Financial Phase II Arlington, Texas 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com Mike Kelly —Automation Sys Programmer 23 yrs — Enviromatic Systems 13 yrs — HVAC Technical Brant Davis - Sales 6 yrs — Enviromatic Systems 24 yrs — Carrier Corporation Steve Rucker — Automation Sys Programmer 15 yrs — Enviromatic Systems 4 yrs — Brandt Engineering 2 yrs — Encompass Mechanical 10 yrs — Armstrong Mechanical Contractors Mike Ceritelli - Sales 9 yrs — Enviromatic Systems 5 yrs — Automated Logic Brennan Mittal - Central Texas Office 9 yrs — Enviromatic Systems 5 yrs — Automated Logic Daniel Leza —Application Engineering 5 yrs — Enviromatic Systems Frost Tower Fort Worth, Texas Mineral Wells High School Mineral Wells ISD 2337 West Warrior Trail, Grand Prairie, Texas 75052 Phone (972) 206-2590 Fax (972) 206-2635 KEY PERSONNEL, (CONT.) Timberview High School Mansfield ISD Central High School Keller ISD Centennial High School Frisco ISD Dr. John D. Horn High School Mesquite ISD 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com FINANCIAL REFERENCES Banking: American National Bank P.O. Box 40 Terrell, TX 75160 (972) 563-2611 Accounting: David McDonald & Associates, P.C. 8340 Meadow Rd., Suite 220 Dallas, TX 75231 (214) 265-9792 ENGINEERING REFERENCES Summit Consultants 1300 Summit Ave., 420 Ft. Worth, TX 76102 Baird, Hampton, & Brown 6300 Ridglea Place, Suite 700 Fort Worth, TX 76116 Romine, Romine & Burgess 300 Greenleaf St. Ft. Worth, TX 76107 Tarrant County College South East Campus Tarrant County College North West Campus 2337 West Warrior Trail, Grand Prairie, Texas 75052 Phone (972) 206-2590 Fax (972) 206-2635 Corporate Legal Council: Cain and Kiel Law 508 N. Ridgeway Cleburne, TX 76133 (817) 645-1717 Reed Wells Benson & Company 12001 N. Central Expwy, Suite, 1100 Dallas, TX 75243 Image Engineering Group 635 Westport Parkway Grapevine, TX 76051 Tarrant County College South Campus Tarrant County College North East Campus 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com GENERAL / MECHANICAL CONTRACTOR REFERENCES Steele Freeman 1301 Lawson Fort Worth, TX 76137 Mr. Darrell Benton (817) 232-4742 Century Mechanical 3008 Wichita Ct. Ft. Worth, TX 76140 Mr. Rod Campbell (817) 293-3803 Texas General Contractors 3202 Main St. Rowlett, TX 75088 Mr. Troy Tindall (972) 412-8907 Employee's Mechanical 1822 Banks Dr. Weatherford, TX 76087 Mr. BJ Livingston (817) 597-0060 Infinity Contractors, Inc. 2563 E Loop 820 North Ft. Worth, TX 76118 Mr. Jim Salter (817) 838-8700 One Barton Skyway Austin. Texas Three Barton Skyway Austin. Texas 2337 West Warrior Trail, Grand Prairie, Texas 75052 Phone (972) 206-2590 Fax (972) 206-2635 Buford -Thompson 3005 Medlin Drive Arlington, TX 76015 Mr. Keith Ruffner (817) 467-4981 SkiHi Enterprises, Inc. 2943 Stuart Drive Ft. Worth, TX 76110 Mr. Brad Andrews (817) 923-0292 Lee Lewis Construction 17177 Preston Road, Suite 160 Dallas, TX 75248 Mr. Dave Hathaway (972) 484-7600 TD Industries 5700 Stratum Dr. Fort Worth, TX 76137 Mr. Chris Rogers (817) 306-6500 Geep Mechanical 3640 8th Street Ft. Worth, TX 76110 Mr. Doug Pritchard (817) 926-9693 lea f 17 'Fag Two Barton Skyway Austin, Texas Four Barton Skyway Austin, Texas 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com END USER CUSTOMER REFERENCES Charlton Methodist Hospital Tarrant County 3500 W. Wheatland Rd. 100 W. Weatherford, Ste 330 Dallas, Tx 75223 Ft. Worth, TX 76102 (503) 758-6624 (817) 781-0514 Attn: Mr. Luke Mecham Attn: Mr. Chad Raines Frisco I.S.D. GM Financial P.O. Box 910 4001 Embarcadero Dr. Frisco, TX 75034 Arlington, TX 76014 (469) 633-6184 (817) 690-6012 Attn: Mr. Benny Medcalf Attn: Mr. Steve Holloway Plano I.S.D. Crowley ISD 6600 Alma Dr. 2205 N Crowley -Cleburne Road Plano, TX 75023 Crowley, TX 76036 (214) 563-0570 (817) 297-5389 Attn: Mr. Juan Ramos Attn: Mr. Steve Moseley Mesquite I.S.D. Mansfield I.S.D. 800 E. Kearney 1015 East Broad, Suite A Mesquite, TX 75149 Mansfield, TX 76063 (214) 336-3126 (817) 299-4362 Mr. Don Pool Attn: Mr. Justin White Kaufman I.S.D. Tarrant County College District 1000 South Houston Street 5301 Campus Drive Kaufman, TX 75142 Fort Worth, TX 76119 (214) 717-8584 (817) 515-6030 Mr. Todd Marcellus Attn: Mr. Thomas Van Over Wylie I.S.D. Cleburne I.S.D 951 South Ballard Avenue 505 N. Ridgeway Suite, 100 Wylie, TX 75098 Cleburne, TX 76033 (214) 236-8286 (817) 202-1125 Mr. Ronnie Bayless Attn: Mr. Shawn Shockler Texas Motor Speedway Fort Worth, Texas 2337 West Warrior Trail, Grand Prairie, Texas 75052 Phone (972) 206-2590 Fax (972) 206-2635 Ben E. Keith Beers A011ene J ommerce Refrigeration Monitoring a as J 41 en on J • Fort Worth) x • Llano J es ne J Ben E. Keith Beers Eight Texas Locations 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com THR Harris Methodist Southwest Hospital Fort Worth, Texas THR Cleburne Hospital Cleburne, Texas Tarrant County Tarrant County Maximum Security Jail Fort Worth. Texas Tarrant County Plaza Building Fort Worth, Texas ` w '`1ICU � sT Charlton Methodist Hospital Dallas. Texas Tarrant County Justice Center Fort Worth, Texas Tarrant County Resource Connection Fort Worth. Texas Liberty Plaza I & II Addison, Texas 2337 West Warrior Trail, Grand Prairie, Texas 75052 3913 Todd Ln, Suite #305, Austin, Texas 78744 Phone (972) 206-2590 Fax (972) 206-2635 Phone (512) 368 2252 Fax (512) 532-6117 www.enviromaticsystems.com AIR CONDITIONING & REFRIGERATION CONTRACTOR o ENVIROMATIC SYSTEMS SERVICES TEXAS DEPARTMENT OF LICENSING & REGULATION, LIC.# TACLA111816E EXPIRES 05,104/2024 TEXAS DEPARTMENT OF LA'TIAN Attachment D DATE (MM/DDIYYYY) A� " CERTIFICATE OF LIABILITY INSURANCE 06/21/2023 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 (CONTACT Greg Acker Boyd, Shackelford & Barnett, & Dixon LLC PHONE FAx 5800 Granite Parkway Suite 350 I (A/C. No. (972) 767-2811 (A/C,No): (214) 988-5196 E-MAIL Plano TX 75029 (ADDRESS: cathy@bsbdgroup.com INSURED Enviromatic Systems of Fort Worth, Inc. 2337 W. Warrior Trail INSURER(S) AFFORDING COVERAGE NAIC # INSURERA:Employers Mutual Casualty Comp 21415 INSURER B : INSURER C : INSURER D : Grand Prairie TX 75052 IINSURER E: (972) 206-2590 IINSURER F: COVERAGES CERTIFICATE NUMBER: Cert ID 40049 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. INSR ADDL SUBR POLICY EFF POLICY EXP TYPE OF INSURANCE LTR INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 IX I DAMAGE RENTED CLAIMS -MADE OCCUR 5D70873 06/23/2023 06/23/2024I PREM SESO(Ea occurrence) $ 300,000 MED EXP (Any one person) $ 5,000 (PERSONAL &ADVINJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 � PRO - 2,000,000 POLICY LOC PRODUCTS - COMP/OP AGG $ X OTHER: Location Empl Benefits Liab $ 1,000,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) 1,000,000 A X ANY AUTO 5E70873 06/23/2023 06/23/2024I BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY $ AUTOS ONLY AUTOS (Per accident) X HIRED X NON -OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY (Per accident) A X UMBRELLA LIAB X OCCUR 5J70873 06/23/2023 06/23/2024 EACH OCCURRENCE $ 5,000,000 EXCESS LIAB H CLAIMS -MADE AGGREGATE $ 5,000,000 DED I X I RETENTION $ 10,000 $ WORKERA H AND YERS'LSATIONILIT 5H70873 AND EMPLOYERS' LIABILITY Y / N 06/23/2023 06/23/2024 X STATUTE ERER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? ❑N N/A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The General Liability and Auto policies include an automatic blanket additional insured endorsement that provides additional insured status to the certificate holder only when there is a written contract between the named insured and the certificate holder who requires such status. The General Liability, Auto, and Worker's Compensation policies include an automatic blanket waiver of subrogation endorsement that provides this feature only when there is a written contract between the named insured and the certificate holder who requires it. Primary & Noncontributory will apply to the additional insured under the General Liability policy when there is a written contract between the named insured and the certificate holder who requires it. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Sample For File ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE z�, ax�_ ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Page 1 of 1 Attachment D1 � ...people and technology : MW W ArQbid you can rely orC c o n t r o l s 29 June 2020 Re: Reliable Controls Corporation Quality Management System To whom it may concern, The objective of Reliable Controls is to earn and sustain the most satisfied customers in the building automation industry. This purpose is empowered by our commitment to having an effective, internationally recognized quality and environmental management system. This system ensures our quality standards are met and that we continually improve our processes and organization. Quality control is essential to sustainable success and customer satisfaction. Reliable Controls operates a Quality Management System which complies with the requirements of ISO 9001. Reliable Controls similarly operates an Environmental Management System which complies with the requirements of ISO 14001. The collectively company refers to this system as its QEMS (Quality and Environmental Management System). Reliable Controls has trained and certified teams in place to conduct internal audits of current practices and procedures to verify adherence with this high level of quality and environmental standards. Extensive audits are carried out several times per year. Compliance with these standards are externally audited and verified by SAI Global, a world recognized ISO registrar. Confirmation of external audit and certification can be found on the SAI Global web database and on the Reliable Controls corporate website (https://www.reliablecontrols.com/corporate/). The Reliable Controls Quality and Environmental management system is thorough and well-rounded which enables the company to confidently offer a building automation industry leading 5-year warranty, and to achieve the company mission: "Through ongoing monitoring and improvement of our operational processes, we will earn and sustain the reputation for having the most satisfied customers in the building automation industry". For further information, or if you have any questions or concerns please feel free to contact any member of the Reliable Controls team. Thank you very much. Sincerely, Levi M. 1 UlltLEEAP C, PMP ExecutiveViceales Reliable Controls Corporation USA Tei 877.475.9301 Ext 314 Fax 250.475.2096 www. r e I is b Iecanurc Is . c om Attachment D2 CERT I li-IUA f E OF REGISTRATION This is to certify that Reliable Controls Corporation 120 Hallowell Road, Victoria, British Columbia V9A 7K2 Canada operates an Environmental Management System which complies with the requirements of ISO 14001:2015 for the following scope of certification Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. Certificate No.: CERT-0104910 Original Certification Date: September 2, 2014 File No.: 1614244 Certification Effective Date: August 30, 2017 Issue Date: October 4, 2019 Certificate Expiry Date: August 29, 2020 Heather Mahon Global Head of Technical Services SAI Global Assurance A C C R E D I T E D a , MANAGEMENT SYSTEMS ISO 14001 CERTIFICATION BODY AMilkriri� • Registered by: QMI-SAI Canada Limited (SAI Global), 20 Carlson Court, Suite 200, Toronto, Ontario M9W 7K6 Canada. This registration is subject to the SAI Global SAI GLOBAL Terms and Conditions for Certification. While all due care and skill was exercised in carrying out this assessment, SAI Global accepts responsibility only for proven negligence. This certificate remains the property of $AI Global and must be returned to them upon request. To verify that this certificate is current, please refer to the SAI Global On -Line Certification Register:-ami-saialobal.comfpmi companies/ INFORM. INSPIRE. IMPROVE. Attachment D3 CERTIFICATE OF REGISTRATION This is to certify that Reliable Controls Corporation 120 Hallowell Road Victoria , British Columbia V9A 7K2 Canada Refer to Attachment to Certificate of Registration dated September 10, 2018 for additional certified sites operates a Quality Management System which complies with the requirements of ISO 9001:2015 for the following scope of certification The registration covers the Quality Management System for Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. Certificate No File No.: Issue Date: OJ� C E RT-0104884 1614244 September 10, 2018 Original Certification Date: September 2, 2011 Certification Effective Date: August 29, 2017 Certification Expiry Date: August 28, 2020 Kevin Goodwin General Manager Technical Services SAI Global Assurance J.. lain, A C C R E D I T E D - •UIF& Tf MANAGEMENT SYSTEMS ISO 9001 CERTIFICATION BODY Registered by: QMISAI Canada Limited (SAI Global), 20 Carlson Court, Suite 200, Toronto, Ontario M9W 71(6 Canada. This registration is subject to the SAI Global SAI GLOBAL Terms and Conditions for Certification. While all due rare and skill was exercised in carrying out this assessment, SAI Global accepts responsibility only for proven negligence. This certificate remains the property of SAI Global and must be returned to them upon request. 1p To verify that this certificate is current, please refer to the SAI Global On -Line Certification Register: www.ami-saialobal.comlami companies! INFORM. INSPIRE. IMPROVE. UvMItTiLn, IBig] ATTACHMENT TO CERTIFICATE OF REGISTRATION These sites are registered under Certificate No: CERT-0104884 issued on September 10, 2018 File No. Effective Date 1614244 Reliable Controls Corporation August 29, 2017 120 Hallowell Road Victoria , British Columbia V9A 7K2 Canada The registration covers the Quality Management System for Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. 1699670 Reliable Controls Corporation September 6, 2018 401 Garbally Road Victoria , British Columbia V8T 2K1 Canada The registration covers the Quality Management System for Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. These registrations are dependent on Reliable Controls Corporation (FileSAI GLOBAL No. 1614244) maintaining their scope of registration to ISO 9001:2015 3✓ Attachment D4 eoOrion Registrar, Inc. Thorough and Fair Auditing Certificate of Certification This is to certify the Quality Management System of.- Senva Sensors 9290 SW Nimbus Ave. Beaverton, OR 97008 USA Has been assessed by Orion Registrar and found to be in compliance with the following Quality Standard: ISO 9001:2015 The Quality Management System is applicable to: Senva Designs, Manufactures and Markets Sensors and Controls for Automation Systems The Certification period is from December 18, 2020 to November 13, 2023 This certification is subject to the company maintaining its system to the required standard, and applicable exceptions, which will be monitored by Orion. Client ID: 2150 APAB A C C R E D I T E D MANAGEMENTSYSTEMS CERTIFICATION BODY Certificate ID: 1020775 40 �� _!�' �� December 18, 2020 . . �� iii ��iniiii Puts/ M flttrck. Pre.+'idenl Dale 7502 W. 80th Avenue, Suite 225, Arvada, Colorado 80003 1 303-456-6010 1 FAX 303-456-66811 www.orion4value.com To authenticate this certificate, please visit: www.orion4value.com/about-orion/registered-companies/ Attachment E AMERICAN NATIONAL BANK OF TEXAS Member FDIC Mr. Sid Ellis Enviromatic Systems of Fort Worth Inc. 2337 W Warrior Trail Grand Prairie, TX 75052-7255 July 7, 2023 Re: Revolving Line of Credit Dear Mr. Ellis, It is my pleasure to confirm that we have a mutual promissory note of a $1,000,000 Revolving Line of Credit for your company, Enviromatic Systems of Fort Worth, Inc. In that the terms and conditions of that facility are detailed in the note documents that you executed; reference is made to those documents for a full recitation thereof. I would be glad to supply you with any additional information upon request. Thank you again for allowing us to work with you on this facility. We highly value the outstanding banking relationship that we have enjoyed with you and your company over the past 27 years and hope that we can continue to serve you for many years to come. As always, please don't hesitate to contact me if there is any way in which I can be of service. Sincerely, Tori Lucas Banking Center President I Senior Vice President p: 214.863.60681 £ 214.863.6154 1 torilucas@anbtx.com American National Bank of Texas • PO Box 40 9 102 W. Moore Ave a Terrell, TX • 75160 Attachment F ■■ BOYD, SHACKELFORD, Al BARNETT & DIXON, LLC July 7, 2023 Enviromatic Systems of Fort Worth 2337 W Warrior Trail Grand Prairie, TX 75052 Re: Workers Compensation Experience Modifier To whom it may concern, The experience modifier information for the past 3 years is shown below: Year 2023 2022 2021 Sincerely, Cathy Copeland Experience Modifier 0.89 0.90 1.58 Cathy Copeland Account Manager Boyd, Shackelford, Barnett & Dixon, LLC Enviromatic Systems Information Address: 2337 West Warrior Trail Grand Prairie, TX 75052 Phone: (972) 206-2590 Fax: (972) 206-2635 By submitting your response, you certify that you are authorized to represent and bind your company. Sid Ellis, Jr. sellis enviromaticsystems.com Signature Email Submitted at 711312023 09:47:26 AM (CT) Requested Attachments BuyBoard Proposal Invitation No. 720-23, HVAC Equipment, Supplies, buyboard 720-23 proposal and Installation scanned and signed with attachments.pdf REQUIRED -In PDF format, upload all proposal invitation documents available for download at vendor.buyboard.com including any additional pages, as necessary. NOTICE: DO NOT complete proposal forms in internet browser. No data will be stored. Download file to computer and complete proposal forms prior to submitting. (Please DO NOT password protect uploaded files.) Catalog/Pricelist reliable controls and senva pricelist buyboard 720-23.pdf REQUIRED -In Excel or PDF format, upload catalog (s)/price Iist(s) in accordance with proposal invitation instructions. Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or Proposal will not be considered. No paper catalogs or manufacturer/vendor websites will be accepted. File size must not exceed 250MB. (Please DO NOT password protect uploaded files.) Exceptions and/or Detailed Information Related to Discount % and/or No response Hourly Labor Rate Proposed In PDF format and if necessary, vendor shall attach detailed information regarding exceptions to pricing and/or discount percentage and define the services that are proposed to be provided. NOTE: IF DETAILED INFORMATION IS NOT SUBMITTED, PROPOSAL MAY NOT BE CONSIDERED. (Please DO NOT password protect uploaded files.) Company Profile buyboard 720-23 enviromatic company profile for website.docx REQUIRED -Information on awarded Cooperative Contracts is available to Cooperative Members on the BuyBoard website. If your company is awarded a Contract under this Proposal Invitation, please provide a brief company description that you would like to have included with your company profile on the BuyBoard website. Submit your company profile in a separate file, in Word format, with your Proposal. (Note: Vendor is solely responsible for any content provided for inclusion on the BuyBoard website. The Cooperative reserves the right to exclude or remove any content in its sole discretion, with or without prior notice, including but not limited to any content deemed by the Cooperative to be inappropriate, irrelevant to the Contract, inaccurate, or misleading.) Manufacturer Authorization Letter(s) buyboard 720-23 combined manufacters authorization letters.pdf REQUIRED - Upload Manufacturer Authorization Letter(s) in PDF format. A Vendor proposing on Section I: HVAC Equipment, Products, and Supplies; Specification Lines 1-3; shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. Page 3 of 30 pages Vendor: Enviromatic Systems 720-23 License for HVAC Installation/Repair Services BuyBoard 720-23 mechaical license attachment C.pdf Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. IRS Form W-9 Request for Taxpayer Identification Number and buyboard 720-23 W- Certification 9_FW_signed.pdf REQUIRED -In PDF format, upload W-9 form. (Please DO NOT password protect uploaded files.) Bid Attributes 1 Federal Identification Number Federal Identification Number 1 75-2751170 2 1 HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification 3 No Israel Boycott Certification A Texas governmental entity may not enter into a contract with a value of $100,000 or more that is to be paid wholly or partly from public funds with a company (excluding a sole proprietorship) that has 10 or more full-time employees for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. (TEX. GOV'T CODE Ch. 2270). Accordingly, this certification form is included to the extent required by law. "Boycott Israel" means refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli -controlled territory, but does not include an action made for ordinary business purposes. TEX. GOV'T CODE §808.001(1). By signature on the Compliance Forms Signature Page, to the extent applicable, I certify and verify that Vendor does not boycott Israel and will not boycott Israel during the term of any contract awarded under this Proposal Invitation, that this certification is true, complete and accurate, and that I am authorized by my company to make this certification. Yes 4 No Excluded Nation or Foreign Terrorist Organization Certification Chapter 2252 of the Texas Government Code provides that a Texas governmental entity may not enter into a contract with a company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization — specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Government affirmatively declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions regime relating to a foreign terrorist organization is not subject to the contract prohibition.) By signature on the Compliance Forms Signature Page, I certify and verify that Vendor is not on the Texas Comptroller's list identified above; that this certification is true, complete and accurate; and that I am authorized by my company to make this certification. Yes I Page 4 of 30 pages Vendor: Enviromatic Systems 720-23 5 MWBE/HUB Status Certification A Proposer that has been certified as a Historically Underutilized Business (also known as a Minority/Women Business Enterprise or "MWBE" and all referred to in this form as a "HUB") is encouraged to indicate its HUB certification status when responding to this Proposal Invitation. The BuyBoard website will indicate HUB certifications for awarded Vendors that properly indicate and document their HUB certification on this form. certify that my company has been certified as a MWBE/HUB in the following categories: (Please check all that apply) 6 Minority Owned Business Minority Owned Business ❑ Minority Owned Business 7 Women Owned Business Women Owned Business ❑ Women Owned Business 8 Service -Disabled Veteran Owned Business Service -Disabled Veteran Owned Business (veteran defined by 38 U.S.C. §101(2), who has a service -connected disability as defined by 38 U.S.C. § 101(16), and who has a disability rating of 20% or more as determined by the U. S. Department of Veterans Affairs or Department of Defense) ❑ Service -Disabled Veteran Owned Business 9 Certification Number Certification Number No response 1 Name of Certifying Agency U Certifying Agency No response 1 Non-MWBE/HUB 1 My company has NOT been certified as a MWBE/HUB ❑ Non -HUB 1 Vendor General Contact Information 2 Proposal/Contract General Contact Information 1 Vendor Proposal/Contract Contact Name 3 Vendor Proposal/Contract Contact Name Sid Ellis, Jr. 1 Vendor Proposal/Contract Contact E-mail Address 4 Vendor Proposal/Contract Contact E-mail Address sellis@enviromaticsystems.com 1 Vendor Proposal/Contract Mailing Address 5 Vendor Proposal/Contract Mailing Address 12337 West Warrior Trail Page 5 of 30 pages Vendor: Enviromatic Systems 720-23 1 Vendor Proposal/Contact Mailing Address - City 6 Vendor Proposal/Contact Mailing Address - City Grand Prairie 1 Vendor Proposal/Contact Mailing Address - State 7 Vendor Proposal/Contact Mailing Address - State (Abbreviate State Name) I-rx 1 Vendor Proposal/Contact Mailing Address - Zip Code 8 Vendor Proposal/Contact Mailing Address - Zip Code 175052 1 Vendor Proposal/Contact Phone Number 9 Vendor Proposal/Contact Phone Number (xoa-xxx-)o=) 1 972-206-2590 2 Vendor Proposal/Contact Extension Number U Vendor Proposal/Contact Extension Number No response 2 Company Website 1 Company Website (www.xxxxx.com) www.enviromaticsystems.com 2 Purchase Orders Contact Information 2 All Purchase Orders from Cooperative members will be available through the Internet. Vendors need Internet access and at least one e-mail address so that notification of new orders can be sent to the Internet contact when a new purchase order arrives. An information guide will be provided to Vendors to assist them with retrieving their orders. Please select options below for receipt of Purchase Orders and provide the requested information: • I will use the internet to receive Purchase Orders at the following address Yes I 2 Purchase Order E-mail Address 3 Purchase Order E-mail Address sellis@enviromaticsystems.com 2 Purchase Order Contact Name 4 Purchase Order Contact Name Sid Ellis, Jr. 2 Purchase Order Contact Phone Number 5 Purchase Order Contact Phone Number (xxx-xxx-=(x) 1 972-206-2590 Page 6 of 30 pages Vendor: Enviromatic Systems 720-23 2 Purchase Order Contact Extension Number 6 Purchase Order Contact Extension Number No response 2 Alternate Purchase Order E-mail Address 7 Alternate Purchase Order E-mail Address ljpluff@enviromaticsystems.com 2 Alternate Purchase Order Contact Name 8 Alternate Purchase Order Contact Name John Pluff 2 Alternate Purchase Order Contact Phone Number 9 Alternate Purchase Order Contact Phone Number (xxx-xxx-xxxx) 1 972-206-2590 3 Alternate Purchase Order Contact Extension Number U Alternate Purchase Order Contact Extension Number No response 3 Purchase Orders Contact Information All Purchase Orders from Cooperative members will be available through the Internet. Vendors need Internet access and at least one e-mail address so that notification of new orders can be sent to the Internet contact when a new purchase order arrives. An information guide will be provided to Vendors to assist them with retrieving their orders. Please select options below for receipt of Purchase Orders and provide the requested information: • Purchase Orders may be received by the Designated Dealer(s) identified on my company's Dealer Designation form as provided to the Cooperative administrator. I understand that my company shall remain responsible for the Contract and the performance of all Designated Dealers under and in accordance with the Contract. Yes I 3 Request for Quotes (RFQ) 2 Cooperative members will send RFQs to you by e-mail 3 Request for Quote (RFQ) E-mail Address 3 Request for Quote (RFQ) E-mail Address sellis@enviromaticsystems.com 3 Request for Quote (RFQ) Contact Name 4 Request for Quote (RFQ) Contact Name Sid Ellis, Jr. Please provide e-mail addresses for the receipt of RFQs: 3 Request for Quote (RFQ) Contact Phone Number 5 Request for Quote (RFQ) Contact Phone Number (xxx-xxx-)o=) 1 972-206-2590 Page 7 of 30 pages Vendor: Enviromatic Systems 720-23 3 Request for Quote (RFQ) Contact Extension Number 6 Request for Quote (RFQ) Contact Extension Number No response 3 Alternate Request for Quote (RFQ) E-mail Address 7 Alternate Request for Quote (RFQ) E-mail Address ljpluff@enviromaticsystems.com 3 Alternate Request for Quote (RFQ) Contact Name 8 Alternate Request for Quote (RFQ) Contact Name John Pluff 3 Alternate Request for Quote (RFQ) Contact Phone Number 9 Alternate Request for Quote (RFQ) Contact Phone Number (xxx-xxx-xxxx) 1 972-206-2590 4 Alternate Request for Quote (RFQ) Contact Extension Number U Alternate Request for Quote (RFQ) Contact Extension Number No response 4 Invoices Your company will be billed monthly for the service fee due under a Contract awarded under this Proposal Invitation. All invoices are available on the BuyBoard website and e-mail notifications will be sent when they are ready to be retrieved. 4 Invoices 2 Please choose only one (1) of the following options for receipt of invoices and provide the requested information: (a) Service fee invoices and related communications should be provided directly to my company at: or (b) In lieu of my company, I request and authorize all service fee invoices to be provided directly to the following billing agent: If Vendor authorizes a billing agent to receive and process service fee invoices, in accordance with the General Terms and Conditions of the Contract, Vendor specifically acknowledges and agrees that nothing in that designation shall relieve Vendor of its responsibilities and obligations under the Contract including, but not limited to, payment of all service fees under any Contract awarded Vendor. Service fee invoices and notices direct to company 4 Invoice Company Name 3 Invoice Company Name Enviromatic Systems 4 Invoice Company Department Name 4 Invoice Company Department Name Account Payable Page 8 of 30 pages Vendor: Enviromatic Systems 720-23 4 Invoice Contact Name 5 Invoice Contact Name Sid Ellis 4 Invoice Mailing Address 6 Invoice Mailing Address (P.O. Box or Street Address) 12337 West Worrior Trail 4 Invoice Mailing Address - City 7 Invoice Mailing Address - City Grand Prairie 4 Invoice Mailing Address - State 8 Invoice Mailing Address - State (Abbreviate State Name) ITX 4 Invoice Mailing Address - Zip Code 9 Invoice Mailing Address (Zip Code) 175052 5 Invoice Contact Phone Number U Invoice Contact Phone Number (xxx-xxx-xxxx) 1 972-206-2590 5 Invoice Contact Extension Number Invoice Contact Extension Number No response 5 Invoice Contact Fax Number 2 Invoice Contact Fax Number (xxx-xxx-xxxx) 1 972-206-2635 5 Invoice Contact E-mail Address 3 Invoice Contact E-mail sellis@enviromaticsystems.com 5 Invoice Contact Alternate E-mail Address 4 Invoice Contact Alternate E-mail Address ljpluff@enviromaticsystems.com 5 Billing Agent Company Name 5 Billing Agent Company Name N/A 5 Billing Agent Department Name 6 Billing Agent Department Name N/A Page 9 of 30 pages Vendor: Enviromatic Systems 720-23 5 Billing Agent Contact Name 7 Billing Agent Contact Name N/A 5 Billing Agent Mailing Address 8 Billing Agent Mailing Address (P.O. Box or Street Address) N/A 5 Billing Agent Mailing Address - City 9 Billing Agent Mailing Address - City N/A 6 Billing Agent Mailing Address - State U Billing Agent Mailing Address - State (Abbreviate State Name) N/A 6 Billing Agent Mailing Address - Zip Code Billing Agent Mailing Address - Zip Code N/A 6 Billing Agent Contact Phone Number 2 Billing Agent Contact Phone Number (xxx-xxx-xxxx) N/A 6 Billing Agent Contact Extension Number 3 Billing Agent Contact Extension Number N/A 6 Billing Agent Fax Number 4 Billing Agent Fax Number N/A 6 Billing Agent Contact E-mail Address 5 Billing Agent Contact E-mail Address N/A 6 Billing Agent Alternative E-mail Address 6 Billing Agent Alternative E-mail Address N/A 6 Shipping Via 7 Common Carrier, Company Truck, Prepaid and Add to Invoice, or Other Common Carrier Page 10 of 30 pages Vendor: Enviromatic Systems 720-23 6 Payment Terms 8 Note: Vendor payment terms must comply with the BuyBoard General Terms and Conditions and the Texas Prompt Payment Act (Texas Government Code Ch. 2251). 1 Net 30 Days 6 Vendor's Internal/Assigned Reference/Quote Number 9 Vendor's Internal/Assigned Reference/Quote Number N/A 7 State or Attach Return Policy U Note: Only return requirements and processes will be deemed part of Vendor's return policy. Any unrelated contract terms, terms of sale, or other information not specifically related to return requirements and processes included in Vendor's return policy shall not apply to any awarded Contract unless specifically included as a deviation in the Deviation and Compliance Form and accepted by the Cooperative. All products are returned to Enviromatic Systems - 2337 West Warrior Trail - Grand Prairie, Texas 75052 7 Electronic Payments 1 Are electronic payments acceptable to your company? Yes 1 7 Credit Card Payments 2 Are credit card payments acceptable to your company? Yes 7 3 Texas Regional Service Designation Texas Regional Service Designation - Refer to Form in Proposal Invitation The Cooperative (referred to as "Texas Cooperative" in this form and in the State Service Designation form) offers vendors the opportunity to service its members throughout the entire State of Texas. If you do not plan to service all Texas Cooperative members statewide, you must indicate the specific regions you will service on this form. If you propose to serve different regions for different products or services included in your Proposal, you must complete and submit a separate Texas Regional Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. By designating a region or regions, you are certifying that you are authorized and willing to provide the proposed products and services in those regions. Designating regions in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. Additionally, if you do not plan to service Texas Cooperative members (i.e., if you will service only states other than Texas), you must so indicate on this form. 7 Company Name 4 Company Name Enviromatic Systems 7 Texas Regional Service Designation 5 Select only one of the following options. If you select "I will NOT check the individual Regions you wish to serve. I will not serve all Regions of Texas 7 Region 1 6 Region 1 - Edinburg ❑ Region 1 serve all Regions of Texas", you must then Page 11 of 30 pages Vendor: Enviromatic Systems 720-23 7 Region 2 7 Region 2 - Corpus Christi ❑ Region 2 7 Region 3 8 Region 3 - Victoria ❑ Region 3 7 Region 4 9 Region 4 - Houston ❑ Region 4 8 Region 5 0 Region 5 - Beaumont ❑ Region 5 8 Region 6 1 Region 6 - Huntsville 0 Region 6 8 Region 7 2 Region 7 - Kilgore 0 Region 7 8 Region 8 3 Region 8 - Mount Pleasant 0 Region 8 8 Region 9 4 Region 9 - Wichita Falls 0 Region 9 8 Region 10 5 Region 10 - Richardson 0 Region 10 8 Region 11 6 Region 11 - Fort Worth 0 Region 11 8 Region 12 7 Region 12 - Waco ® Region 12 8 Region 13 8 Region 13 - Austin 0 Region 13 Page 12 of 30 pages Vendor: Enviromatic Systems 720-23 8 Region 14 9 Region 14 - Abilene 1 Region 14 9 Region 15 0 Region 15 - San Angelo ,❑ Region 15 9 Region 16 1 Region 16 - Amarillo ❑ Region 16 9 Region 17 2 Region 17 - Lubbock ❑ Region 17 9 Region 18 3 Region 18 - Midland ❑ Region 18 9 Region 19 4 Region 19 - El Paso ❑ Region 19 9 Region 20 5 Region 20 - San Antonio ❑ Region 20 9 6 State Service Designation State Service Designation - Refer to Form in Proposal Invitation. As set forth in the Proposal Invitation, it is the Cooperative's intent that other governmental entities in the United States have the opportunity to purchase goods or services awarded under the Contract, subject to applicable state law, through a piggy -back award or similar agreement through the National Purchasing Cooperative BuyBoard. If you plan to service the entire United States or only specific states, you must complete this form accordingly. (Note: If you plan to service Texas Cooperative members, be sure that you complete the Texas Regional Service Designation form.) In addition to this form, to be considered for a piggy -back award by the National Purchasing Cooperative, you must have an authorized representative sign the National Purchasing Cooperative Vendor Award Agreement that follows this form. If you serve different states for different products or services included in your Proposal, you must complete and submit a separate State Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. By designating a state or states, you are certifying that you are authorized and willing to provide the proposed products and services in those states. Designating states in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. 9 Company Name 7 Company Name Enviromatic Systems Page 13 of 30 pages Vendor: Enviromatic Systems 720-23 9 State Service Designation 8 Select only one of the following options. If you select "I will NOT serve all States", you must then check the individual States you wish to serve. I will not serve all states in the United States 9 Alabama 9 Alabama ❑ Alabama 1 Alaska UAlaska ❑ Alaska 1 Arizona Arizona ❑ Arizona 1 Arkansas 2 Arkansas ❑ Arkansas 1 California U California (Public Contract Code 20118 & 20652) 3 ❑ California 1 Colorado 4 Colorado ❑ Colorado 1 Connecticut 5 Connecticut ❑ Connecticut 1 Delaware 6 Delaware ❑ Delaware 1 District of Columbia 07 District of Columbia ❑ District of Columbia 1 Florida 8 Florida ❑ Florida 1 Georgia 9 Georgia ❑ Georgia Page 14 of 30 pages Vendor: Enviromatic Systems 720-23 1 Hawaii dHawaii ❑ Hawaii 1 Idaho Idaho ❑ Idaho 1 Illinois 1 Illinois ❑ Illinois 1 Indiana 1 Indiana ❑ Indiana 1 Iowa 4 Iowa ❑ Iowa 1 Kansas 5 Kansas ❑ Kansas 1 Kentucky 6 Kentucky ❑ Kentucky 1 Louisiana 1 Louisiana ❑ Louisiana 1 Maine 1 Maine ❑ Maine 1 Maryland 9 Maryland ❑ Maryland 1 Massachusetts UMassachusetts ❑ Massachusetts 1 Michigan Michigan ❑ Michigan Page 15 of 30 pages Vendor: Enviromatic Systems 720-23 1 Minnesota 2 Minnesota ❑ Minnesota 1 Mississippi 2 3 Mississippi ❑ Mississippi 1 Missouri 2 Missouri ❑ Missouri 1 Montana 22 Montana ❑ Montana 1 Nebraska 2 Nebraska 6 ❑ Nebraska 1 Nevada 2 Nevada ❑ Nevada 1 New Hampshire 2 New Hampshire 8 ❑ New Hampshire 1 New Jersey 2 9 New Jersey ❑ New Jersey 1 New Mexico 3 New Mexico ❑ New Mexico 1 New York 3 New York 1 ❑ New York 1 North Carolina 3 North Carolina 2 ❑ North Carolina 1 North Dakota 3 North Dakota 3 ❑ North Dakota Page 16 of 30 pages Vendor: Enviromatic Systems 720-23 1 Ohio 4 Ohio ❑ Ohio 1 Oklahoma 3 Oklahoma 5 ❑ Oklahoma 1 Oregon 33 Oregon ❑ Oregon 1 Pennsylvania 3 Pennsylvania 7 ❑ Pennsylvania 1 Rhode Island 3 Rhode Island 8 ❑ Rhode Island 1 South Carolina 3 South Carolina 9 ❑ South Carolina 1 South Dakota 4 South Dakota 0 ❑ South Dakota 1 Tennessee 4 Tennessee ❑ Tennessee 1 Texas 4 Texas 1 Texas 1 Utah 4 Utah 3 ❑ Utah 1 Vermont 4 Vermont ❑ Vermont 1 Virginia 5 Virginia ❑ Virginia Page 17 of 30 pages Vendor: Enviromatic Systems 720-23 1 Washington 44 Washington ❑ Washington 1 West Virginia 4 West Virginia 7 ❑ West Virginia 1 Wisconsin 4 Wisconsin ❑ Wisconsin 4 Wyoming 9 Wyoming ❑ Wyoming Bid Lines 1 Section I: HVAC Eauiament. Products. and Supplies Discount (%) off catalog/pricelist for HVAC Equipment (all types - rooftop units, split systems, chillers, compressors, cooling towers, heat pumps, furnaces, unit heaters, duct furnaces, and other related items). Catalog/Pricelist MUST be included or proposal will not be considered. V••A Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC Eauiament. Products. and Supplies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Page 18 of 30 pages Vendor: Enviromatic Systems 720-23 2 Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Section I:HVAC Eauipment. Products, and Supplies Discount (%) off catalog/pricelist for HVAC Controls, Software, and Monitoring Systems (all types). Catalog/Pricelist MUST be included or proposal will not be considered. Total: 55% 1 Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalogs)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SuDDlies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Reliable Controls Alternate 1 Section I:HVAC Eauipment. Products. and Suioialies Discount (%) off cataloa/Dricelist for HVAC Controls. Software. and Monitorina Svstems (all tVDeS). Cataloa/Pricelist MUST be included or DrODosal will not be considered. Total: 1 34% 1 Page 19 of 30 pages Vendor: Enviromatic Systems 720-23 Item Attributes 3 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". ISenva Sensor Section I:HVAC EauiDment. Products. and SuaDlies Discount (%) off catalog/pricelist for HVAC Air Handling Products (all types - coils, fans, and other related items). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 20 of 30 pages Vendor: Enviromatic Systems 720-23 4 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Supplies (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 21 of 30 pages Vendor: Enviromatic Systems 720-23 5 Section I:HVAC Eauipment. Products, and Suaalies Discount (%) off catalog/pricelist for HVAC Filters (all types). Catalog/Price list MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 22 of 30 pages Vendor: Enviromatic Systems 720-23 6 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Indoor Air Quality Products (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 23 of 30 pages Vendor: Enviromatic Systems 720-23 7 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Repair Parts (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 24 of 30 pages Vendor: Enviromatic Systems 720-23 0 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Refrigerants (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 25 of 30 pages Vendor: Enviromatic Systems 720-23 9 Section I:HVAC Eauipment. Products, and Suaalies Discount (%) off catalog/pricelist for HVAC Refrigerant Recovery Equipment (all types). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 26 of 30 pages Vendor: Enviromatic Systems 720-23 1 Section I:HVAC Eauipment. Products, and SuaDlies U Discount (%) off catalog/pricelist for UVC Emitters/Lamps (used to incorporate downstream of all cooling coils and above all drain pans to control airborne and surface microbial growth and transfer. Fixtures and lamps must be manufactured for this purpose and safety interlocks/features shall be provided to limit hazard to operating staff). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalogs)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalogs)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 27 of 30 pages Vendor: Enviromatic Systems 720-23 Section I:HVAC Eauipment. Products. and Suaalies Discount (%) off catalog/pricelist for Insulation Products for HVAC Equipment. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 28 of 30 pages Vendor: Enviromatic Systems 720-23 1 Section I:HVAC Eauipment. Products, and Suaalies 2 Discount (%) off catalog/pricelist for HVAC Maintenance Agreements. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SuDDlies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response 1 Section II: Installation and Reaair Service 3 Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products -.Not to Exceed hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. Quantity: 1 UOM: Hourly Labor Rate Price: 1 $125.00 1 Total: 1 $125.00 1 1 Section II: Installation and Reaair Service 4 Non -Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products - Not to Exceed hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. Quantity: 1 UOM: Hourly Labor Rate Price: 1 $125.00 1 Total: 1 $125.00 1 1 Section II: Installation and Repair Service 5 Hourly Labor Rate for Installation of HVAC Filter Change Out Service (including labor, filters, and removal/disposal of product) - Not to Exceed hourly labor rate for Installation of HVAC Filter Products. Quantity: 1 UOM: Hourly Labor Rate No Bid Page 29 of 30 pages Vendor: Enviromatic Systems 720-23 1 Section II: Installation and Reaair Service 6 Coefficient for Standard Hours of Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). Quantity: 1 UOM: Hourly Labor Rate No Bid 1 Section II: Installation and Reaair Service 7 Coefficient for Non -Standard Hours for Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). Quantity: 1 UOM: Hourly Labor Rate No Bid Response Total: $250.00 Page 30 of 30 pages Vendor: Enviromatic Systems 720-23 July 6, 2023 To Whom It May Concern: Let it be known that Reliable Controls Corp. recognizes Enviromatic Systems of as a fully authorized dealer. As a "Reliable Controls Authorized Dealer" Enviromatic Systems is authorized to provide products, service, and system repair for all Reliable Control Corp. hardware and software products. Enviromatic Systems has the full factory support of Reliable Controls Corporation in the following markets: Dallas, Fort Worth, Waco and Austin, TX. These areas would include the "Buy Board" zones of 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16 and 17. As a "Reliable Controls Authorized Dealer" since 1999, Enviromatic Systems has met or exceeded every requirement of Reliable Controls in engineering, service and support of our product line. With factory trained staff, who have decades of experience, Enviromatic Systems embodies every tenant of the Reliable Controls Authorized Dealer Program. Best regards, Tracey Lange Regional Sales Manager, Central Region © 2018 Reliable Controls Corporation Attachment D1 � ...people and technology : MW W ArQbid you can rely orC c o n t r o l s 29 June 2020 Re: Reliable Controls Corporation Quality Management System To whom it may concern, The objective of Reliable Controls is to earn and sustain the most satisfied customers in the building automation industry. This purpose is empowered by our commitment to having an effective, internationally recognized quality and environmental management system. This system ensures our quality standards are met and that we continually improve our processes and organization. Quality control is essential to sustainable success and customer satisfaction. Reliable Controls operates a Quality Management System which complies with the requirements of ISO 9001. Reliable Controls similarly operates an Environmental Management System which complies with the requirements of ISO 14001. The collectively company refers to this system as its QEMS (Quality and Environmental Management System). Reliable Controls has trained and certified teams in place to conduct internal audits of current practices and procedures to verify adherence with this high level of quality and environmental standards. Extensive audits are carried out several times per year. Compliance with these standards are externally audited and verified by SAI Global, a world recognized ISO registrar. Confirmation of external audit and certification can be found on the SAI Global web database and on the Reliable Controls corporate website (https://www.reliablecontrols.com/corporate/). The Reliable Controls Quality and Environmental management system is thorough and well-rounded which enables the company to confidently offer a building automation industry leading 5-year warranty, and to achieve the company mission: "Through ongoing monitoring and improvement of our operational processes, we will earn and sustain the reputation for having the most satisfied customers in the building automation industry". For further information, or if you have any questions or concerns please feel free to contact any member of the Reliable Controls team. Thank you very much. Sincerely, Levi M. 1 UlltLEEAP C, PMP ExecutiveViceales Reliable Controls Corporation USA Tei 877.475.9301 Ext 314 Fax 250.475.2096 www. r e I is b Iecanurc Is . c om Attachment D2 CERT I li-IUA f E OF REGISTRATION This is to certify that Reliable Controls Corporation 120 Hallowell Road, Victoria, British Columbia V9A 7K2 Canada operates an Environmental Management System which complies with the requirements of ISO 14001:2015 for the following scope of certification Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. Certificate No.: CERT-0104910 Original Certification Date: September 2, 2014 File No.: 1614244 Certification Effective Date: August 30, 2017 Issue Date: October 4, 2019 Certificate Expiry Date: August 29, 2020 Heather Mahon Global Head of Technical Services SAI Global Assurance A C C R E D I T E D a , MANAGEMENT SYSTEMS ISO 14001 CERTIFICATION BODY AMilkriri� • Registered by: QMI-SAI Canada Limited (SAI Global), 20 Carlson Court, Suite 200, Toronto, Ontario M9W 7K6 Canada. This registration is subject to the SAI Global SAI GLOBAL Terms and Conditions for Certification. While all due care and skill was exercised in carrying out this assessment, SAI Global accepts responsibility only for proven negligence. This certificate remains the property of $AI Global and must be returned to them upon request. To verify that this certificate is current, please refer to the SAI Global On -Line Certification Register:-ami-saialobal.comfpmi companies/ INFORM. INSPIRE. IMPROVE. Attachment D3 CERTIFICATE OF REGISTRATION This is to certify that Reliable Controls Corporation 120 Hallowell Road Victoria , British Columbia V9A 7K2 Canada Refer to Attachment to Certificate of Registration dated September 10, 2018 for additional certified sites operates a Quality Management System which complies with the requirements of ISO 9001:2015 for the following scope of certification The registration covers the Quality Management System for Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. Certificate No File No.: Issue Date: OJ� C E RT-0104884 1614244 September 10, 2018 Original Certification Date: September 2, 2011 Certification Effective Date: August 29, 2017 Certification Expiry Date: August 28, 2020 Kevin Goodwin General Manager Technical Services SAI Global Assurance J.. lain, A C C R E D I T E D - •UIF& Tf MANAGEMENT SYSTEMS ISO 9001 CERTIFICATION BODY Registered by: QMISAI Canada Limited (SAI Global), 20 Carlson Court, Suite 200, Toronto, Ontario M9W 71(6 Canada. This registration is subject to the SAI Global SAI GLOBAL Terms and Conditions for Certification. While all due rare and skill was exercised in carrying out this assessment, SAI Global accepts responsibility only for proven negligence. This certificate remains the property of SAI Global and must be returned to them upon request. 1p To verify that this certificate is current, please refer to the SAI Global On -Line Certification Register: www.ami-saialobal.comlami companies! INFORM. INSPIRE. IMPROVE. ATTACHMENT TO CERTIFICATE OF REGISTRATION These sites are registered under Certificate No: CERT-0104884 issued on September 10, 2018 File No. Effective Date 1614244 Reliable Controls Corporation August 29, 2017 120 Hallowell Road Victoria , British Columbia V9A 7K2 Canada The registration covers the Quality Management System for Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. 1699670 Reliable Controls Corporation September 6, 2018 401 Garbally Road Victoria , British Columbia V8T 2K1 Canada The registration covers the Quality Management System for Research & Development (hardware and software), Manufacturing (electronics), Marketing & Sales, Administration. These registrations are dependent on Reliable Controls Corporation (FileSAI GLOBAL No. 1614244) maintaining their scope of registration to ISO 9001:2015 3✓ Authorized Dealer - Enviromatic Systems Inc. July 07, 2023 Re: Senva Sensors Authorized Dealer To whom it may concern, Senva Inc. recognizes Enviromatic Systems Inc. as a fully authorized dealer. As a "Senva Sensors Authorized Dealer" Enviromatic Systems Inc. is authorized to provide products, service and support for all Senva Sensors labeled products. Enviromatic Systems has the full factory and engineering support of Senva Inc. in "BuyBoard" zones 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, and 17 in the state of Texas. As a "Senva Sensors Authorized Dealer" since 2008, Enviromatic Systems has met or exceeded every requirement in their ability to service and support the Senva product line. For further information or questions or concerns please feel free to contact us at: iwoodin@senvainc.com (866) 660-8864 ext. 6282 � L Jerry Woodin Senva Inc. Vice President of Sales Senvainc.com 9290 SW Nimbus Avenue Beaverton, Oregon 97008 1-866-660-8864 eoOrion Registrar, Inc. Thorough and Fair Auditing Certificate of Certification This is to certify the Quality Management System of.- Senva Sensors 9290 SW Nimbus Ave. Beaverton, OR 97008 USA Has been assessed by Orion Registrar and found to be in compliance with the following Quality Standard: ISO 9001:2015 The Quality Management System is applicable to: Senva Designs, Manufactures and Markets Sensors and Controls for Automation Systems The Certification period is from December 18, 2020 to November 13, 2023 This certification is subject to the company maintaining its system to the required standard, and applicable exceptions, which will be monitored by Orion. Client ID: 2150 APAB A C C R E D I T E D MANAGEMENTSYSTEMS CERTIFICATION BODY Certificate ID: 1020775 40 �� _!�' �� December 18, 2020 . . �� iii ��iniiii Puts/ M flttrck. Pre.+'idenl Dale 7502 W. 80th Avenue, Suite 225, Arvada, Colorado 80003 1 303-456-6010 1 FAX 303-456-66811 www.orion4value.com To authenticate this certificate, please visit: www.orion4value.com/about-orion/registered-companies/ AIR CONDITIONING & REFRIGERATION CONTRACTOR o ENVIROMATIC SYSTEMS SERVICES TEXAS DEPARTMENT OF LICENSING & REGULATION, LIC.# TACLA111816E EXPIRES 05,104/2024 TEXAS DEPARTMENT OF LA'TIAN Exhibit C - Conflict of Interest Questionnaire CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity FORM CIQ This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who Date Received has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a misdemeanor. jJ Name of vendor who has a business relationship with local governmental entity. Enviromatic Systems of Fort Worth, Inc J ❑ Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) J Name of local government officer about whom the information is being disclosed. N/A Name of Officer J Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIO as necessary. N/A A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor? Yes F-1 No B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? 71 Yes F1 No J Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership interest of one percent or more. J ❑Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). J Mar 6, 2024 Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity Acomplete copy of Chapter 176 of the Local Government Code maybe found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code § 176.0010-a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Local Government Code § 176.003(a)(2)(A) and (B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than $100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code § 176.006(a) and (a-1) (a) Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity; or (B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity; or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer, or a family member of the officer, described by Subsection (a); (B) that the vendor has given one or more gifts described by Subsection (a); or (C) of a family relationship with a local government officer. Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021 2/27/24. 2:23 PM M&C Review CITY COUNCIL AGENDA Create New From This M&C DATE: 2/27/2024 REFERENCE NO.. CODE: P TYPE: Official site of the City of Fort Worth, Texas Fo1 **M&C 24- 13P COOP BB 720-23 HVAC 0143 LOG NAME: SUPPLIES AND INSTALLATION WATER KQ CONSENT PUBLIC NO NO SUBJECT: (ALL) Authorize Non -Exclusive Purchase Agreements with Carrier Enterprise, LLC., Enviromatic Systems of Fort Worth Inc., Trane U.S. Inc., and Lennox Industries, Inc. Using BuyBoard Cooperative Contract No. 720-23 for the Purchase of Heating, Ventilation and Air Conditioning Equipment, Supplies, and Installation Services for a Combined Annual Amount Up to $1,612,500.00 and Authorize Two, One -Year Renewal Options for the Same Amount for the Water, Property Management and Police Departments RECOMMENDATION: It is recommended that the City Council authorize non-exclusive purchase agreements with Carrier Enterprise LLC., Enviromatic Systems of Fort Worth Inc., Trane U.S. Inc., and Lennox Industries, Inc. using BuyBoard Cooperative Contract No. 720-23 for the purchase of heating, ventilation and air conditioning equipment, supplies, and installation services for a combined annual amount up to $1,612,500.00 and authorize two, one-year renewal options for the same amount for the Water, Property Management and Police Departments. DISCUSSION: The Water, Property Management (PMD), and Police Departments approached the Purchasing Division to enter into agreements with Carrier Enterprise LLC., Enviromatic Systems of Fort Worth Inc., Trane U.S. Inc., and Lennox Industries, Inc., under BuyBoard Contract No. 720-23, HVAC Equipment, Supplies, and Installation. The user -departments will utilize the agreements to purchase Heating, Ventilation and Air Conditioning (HVAC) parts and installation services on an as -needed basis. Approval of this M&C authorizes the City to spend up to $1,612,500.00 per year; however, the actual first -year spend is anticipated to be $1,290,000.00 based on current budget allocations. Actual usage in any term can be up to the authorized amount and will be dependent upon actual appropriations for this purpose in the departments' budgets. Vendor Carrier Enterprise Enviromatic Systems of Fort Worth Inc. Trane U.S Inc. Lennox Industries, Inc. Total Department Property Management Police Water Amount $478,000.00 $403,000.00 $359,000.00 $50,000.00 $1,290,000.00 Amount $490,000.00 $10,000.00 $790,000.00 apps.cfwnet.org/counci I_packet/mc_review.asp? I D=31850&counci ddate=2/27/2024 1 /3 2/27/24. 2:23 PM M&C Review Total $1,290,000.00 State law provides that a local government purchasing an item under a cooperative purchase agreement satisfies any state law requiring that the local government seek competitive bids for the purchase of the item. BuyBoard contracts are competitively bid to increase and simplify the purchasing power of government entities across the State of Texas. Request for Proposal (RFP) No. 720-23 was published on January 18, 2023, and responses were opened on July 13, 2023. Funding is budgeted within the Water & Sewer Fund for the Water Department and the General Fund for the Property Management Facilities Operations, Property Management Facilities Maintenance and Police Northwest Division Admin Departments. ADMINISTRATIVE CHANGE ORDERS - In addition, an administrative change order or increase may be made by the City Manager up to the amount allowed by relevant law and the Fort Worth City Code and does not require specific City Council approval. RENEWAL OPTIONS — The initial term of this Agreement will end on November 30, 2024. The Agreement may be renewed for two additional one-year periods through November 30, 2026. This action does not require specific City Council approval provided that City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal terms. A M/WBE goal is not assigned when purchasing from an approved purchasing cooperative or public entity. This project will serve ALL COUNCIL DISTRICTS. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that upon approval of the recommendation, funds are available in the current operating budget, as previously appropriated, in the Water & Sewer Fund and General Fund. Prior to an expenditure being incurred, the Property Management, Police and Water Departments have the responsibility to validate the availability of funds. BQN\\ TO Fund Department Account Project Program Activity Budget Reference # Amount ID ID Year (Chartfield 2) FROM Fund Department Account Project ID ID Submitted for City Manaqer's Office by: Originating Department Head: Additional Information Contact: ATTACHMENTS Program Activity Budget Reference # Year , (Chartfield 2) Reginald Zeno (8517) Dana Burghdoff (8018) Reginald Zeno (8517) Ricardo Salazar (8379) Jo Ann Gunn (8525) Karen Quintero (8321) 1295 Form - Lennox.pdf (CFW Internal) 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION PMD Combined FID.xlsx (CFW Internal) 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION PMD.docx (CFW Internal) Amount apps.cfwnet.org/counci I_packet/mc_review.asp? I D=31850&counci ddate=2/27/2024 2/3 2/27/24. 2:23 PM M&C Review 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION PMD.xlsx (CFW Internal) 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION WATER KQ funds availabilitv.pdf (CFW Internal) FID Table - BB HVAC Parts.xlsx (CFW Internal) FID TABLE Lennox Stores 01.16.24.xlsx (CFW Internal) Form 1295 - City of Fort Worth Carrier.pdf (CFW Internal) Form 1295 Certificate - Enviromatic.pdf (CFW Internal) Form 1295 Certificate 101148438 - Trane.pdf (CFW Internal) SAM 1.23.24.pdf (CFW Internal) SAMs - 1.9.24.pdf (CFW Internal) SAMs 1.9.24 Enviromatic.pdf (CFW Internal) SAMs Carrier Enterprise 1.9.24.pdf (CFW Internal) apps.cfwnet.org/counci I_packet/mc_review.asp? I D=31850&counci ddate=2/27/2024 3/3