901121 Addendum 1 Elevator Maint - acgov.org · Web viewCOUNTY OF ALAMEDA. ADDENDUM No. 1. to. RFQ No. 901121. for. ELEVATOR MAINTENANCE AND REPAIR. Specification Clarification/Modification

COUNTY OF ALAMEDA

ADDENDUM No. 1

to

RFQ No. 901121

for

ELEVATOR MAINTENANCE AND REPAIRSpecification Clarification/Modification and Recap of the Networking/Bidders Conferences

and Site VisitsHeld on June 4, June 5 and June 6, 2013

This County of Alameda, General Services Agency (GSA), RFQ Addendum has been electronically issued to potential bidders via e-mail. E-mail addresses used are those in the County’s Small Local Emerging Business (SLEB) Vendor Database or from other sources. If you have registered or are certified as a SLEB, please ensure that the complete and accurate e-mail address is noted and kept updated in the SLEB Vendor Database. This RFQ Addendum will also be posted on the GSA Contracting Opportunities website located at http://www.acgov.org/gsa/purchasing/bid_content/ContractOpportunities.jsp.

**THE BID DUE DATE HAS BEEN CHANGED TO JULY 31, 2013**

PLEASE NOTE: IMPORTANT CHANGES HAVE BEEN MADE TO EXHIBIT A – BID RESPONSE PACKET. BIDDERS MUST SUBMIT BID RESPONSES USING THE “REVISED” EXHIBIT A.

ATTACHMENTS:EXHIBIT A – (REVISED)

Please read EXHIBIT A (Revised) – Bid Response Packet carefully, INCOMPLETE BIDS WILL BE REJECTED. Alameda County will not accept submissions or documentation after the bid response due date.

Alameda County is committed to reducing environmental impacts across our entire supply chain. If printing this document, please print only what you need, print double-sided, and use recycled-content paper.

1401 Lakeside Drive, Suite 907 Oakland, CA 94612Phone: 510-208-9600 Website: http://www.acgov.org/gsa/departments/purchasing/

I:\PURCHASING\Contracting Opportunities\Purchasing\Elevator Maintenance and Repair (901121)\Addendum1_ElevatorMaintenance.doc Rev 2012-11-02

http://www.acgov.org/gsa/departments/purchasing/

http://www.acgov.org/gsa/purchasing/bid_content/ContractOpportunities.jsp

County of Alameda, General Services Agency – PurchasingRFQ No. 901121, Addendum No.1

The following Sections have been modified to read as shown below. Changes made to the original RFQ document are in bold print and highlighted, and deletions made have a strike through.

Item I.D. Specific Requirements, item 1, page 5, Elevator Preventive Maintenance, the following has been changed and as follows:

a. Bidder shall provide, as ATTACHMENT D-1, a Comprehensive Maintenance Schedule for Elevator Preventive Maintenance Agreement (PMA) and/or Phone Monitoring and Maintenance Agreement for each location with the Bidder’s bid response. The schedule shall include a schedule routine inspection, frequency of the inspection and the details of the work to be done during the inspection. Bidder shall also include the number of per annual service request included in the PMA/PMMA.

Item I.D. Specific Requirements, item 1, page 5, Elevator Preventive Maintenance, the following requirements will be added in the RFQ.

k. The elevators must be maintained in accordance with the manufacturer’s recommendations and must conform to the most recent adopted edition of the following codes:

1) ANSI/ASME, A17, the American National Standard Safety Code for Elevators and Escalators.

2) California Code of Regulations, Title 8, Elevator Safety Orders.

3) All other laws, regulations, codes rules and procedures, etc.

l. The Contractor shall provide all labor, supervision, tools, equipment, materials (except as specified) and transportation:

1) Perform maintenance services visits to examine, maintain, adjust, and lubricate all components.

2) Perform all fire-related inspections, code-mandated safety/mechanical inspections and tests (including “call out” phone testing) on all specified equipment.

3) Replace all worn and defective consumable parts, and adjust equipment for proper operation, following manufacturer's recommendations and code requirements.

m. Equipment Performance

Exhibit A (Revised) – Error: Reference source not found No. Error: Reference source not found1

Page 2

County of Alameda, General Services Agency – PurchasingRFQ No. 901121, Addendum No. 1

At a minimum, the elevators will be adjusted to meet the following performance standards and will be maintained using these standards for the term of the agreement.

1) Floor-to-floor time will be measured from the time a car leaves a floor, travels one floor up or down, and the doors are ¾ open.

2) Door times will be in accordance with current standards.

3) Leveling accuracy under lead conditions will be +/- 3/8 of an inch.

4) Elevators starting, acceleration, stopping and leveling will be smooth and free from jars or bumps. Full speed riding will be without swaying or vibration. Elevator and door operation will be quiet. Stop made under operation of Emergency Stop Switch will be more rapid than a routine stop, but not violent.

5) Door pressure will be maintained below 30 pounds in closing.

n. Notification to County and Service Records

1) The bidder must notify the assigned General Services Agency-Building Maintenance Department (GSA-BMD) Shop Supervisor on the elevator site/building 24 hours before coming on site to perform any work.

2) The bidder must keep all work schedules on display in the respective elevator equipment rooms. Technicians must complete the schedule when he/she works on equipment and listing all tasked completed in that visit.

3) The bidder must notify the assigned GSA-BMD Supervisor any lapse on “Permits to Operate an Elevator” and any additional annual tests required by ANSI/ASME A17 for the elevators included in the contract.

4) The bidder must maintain a history of inspection performed by the Contractor and the State for all equipment in the contract.

5) Any condition found affecting the immediate safety of the passengers or elevator equipment must be reported immediately. Within 12 hours, a written report clearly listing the defects found and the action recommended must be emailed to the assigned GSA-BMD Shop Supervisor.

o. The Contractor shall not be responsible for:

RFQ No. 901121, Addendum No. 1 Page 3


1) Rebuilding or replacement of major elevator components, such as elevator machines, motor-generator sets and ropes.

2) New construction or modification of existing elevator equipment.

3) Repair of damage caused by fire, flood or other disaster.

Item I.D. Specific Requirements, item 2, page 6, Phone Monitoring and Maintenance, the following requirements will be added in the RFQ.

c. 24-hour monitoring of all elevator telephones.

d. Verbal acknowledgement within 10 minutes.

e. Regularly testing that the phones in the elevator works by making an outgoing call to the appropriate party and confirming a response during routine monthly maintenance.

f. Documenting the tests results and agreeing to report failed calls to GSA-BMD immediately (even if it is the vendor’s job to get the phone fixed and they do it, GSA–BMD should be notified on what elevators have a non-working phones).

g. Doing an initial survey of all elevators to document the phone numbers on elevator phones, how each elevator phone dials out and where the calls go to when someone needs help. (Answering service, automatic dialer etc.) Forwarding said document in MS Excel format to GSA-BMD within the first 30 days of the newly executed contract.

Item I.E. Deliverables / Reports, page 9, the following requirement will be added in the RFQ.

4. Contractor will include elevator ID number, address of the elevator, work completed and/or recommendations on all reports and payments (invoice) request submitted to the County.

Item II, page 9, Calendar of Events has been changed and as follows:

II. CALENDAR OF EVENTS

EVENT DATE/LOCATIONRequest Issued May 16, 2013 Written Questions Due by 5:00 p.m. on June 6, 2013Networking/Bidders Conference #1

June 4, 2013 @ 10:00 a.m. at: General Services Agency Room 1107, 11th Floor, 1401 Lakeside Dr.,



Oakland, CA 94612Networking/Bidders Conference #2

June 6, 2013 @ 2:00 p.m. at: Public Works AgencyConference Room 4054825 Gleason Drive,Dublin, CA 94568

Site Visits/Inspections JUNE 4 THROUGH JUNE 6, 2013SEE RESERVATIONS INSTRUCTIONS FOR SCHEDULE OF SITE INSPECTIONS, PAGES 11 THRU 15

Addendum Issued June 26, 2013 July 15, 2013Response Due July 18, 2013, July 31, 2013 by 2:00 p.m. Evaluation Period July 18 31 – August 12 23, 2013Board Letter Recommending Award Issued

October 1 15, 2013

Board Consideration Award Date

October 15 29, 2013

Contract Start Date December 1, 2013

Page 8, Exhibit A, item 25, Probation Headquarters, CA ID #043204 has been deleted.

25Probation Headquarters

400 Broadway, Oakland 94607

Four (4) Dover Passenger elevators (three (3) electric traction, one (1) hydraulic) and two (2) dumbwaiter

043201, 043202,043204, 030581,030582043203

Page 9, Exhibit A, item 29, Peralta Oaks Bldg. has been deleted.

29Peralta Oaks Bldg.

2901 Peralta Oaks Court,Oakland 94605

Two (2) Home Elevator hydro passenger elevators

049518, 049519

Page 9, Exhibit A, item 30, Environmental Health, brand of the elevator is U.S. instead of Otis.

30Environmental Health

1131 Harbor Bay Parkway, Alameda 94502

One (1) Otis U.S. passenger hydro-electric elevator 076884

Page 18 of the RFQ, Section III.M .Award, Item 3 has been deleted:



3. Small and Emerging Locally Owned Business: The County is vitally interested in promoting the growth of small and emerging local businesses by means of increasing the participation of these businesses in the County’s purchase of goods and services.

As a result of the County’s commitment to advance the economic opportunities of these businesses, Bidders must meet the County’s Small and Emerging Locally Owned Business requirements in order to be considered for the contract award. These requirements can be found online at:

http://acgov.org/auditor/sleb/overview.htm

For purposes of this bid, applicable industries include, but are not limited to, the following NAICS Code(s): 238290 as having no more than $14,000,000 in average annual gross receipts, 811310 as having no more than $7,000,000 in average annual gross receipts or 333921 as having no more than 500 employees over the last three (3) years.

An emerging business, as defined by the County, is one that has less than one-half (1/2) of the preceding amount and has been in business less than five (5) years.

Responses to Questions

Q1) On page 4, I.C Bidders Qualifications, item 1.a which states:a. “Bidder shall be regularly and continuously engaged in the business in servicing

elevators and escalators for at least five (5) years.”Can the County consider changing the requirement to three (3) years allowing small business a chance to submit a competitive bid?

) No. The County will not change its requirement on the bidder’s qualifications.

Q2) Exhibit D-1 of the RFQ says, “Comprehensive Maintenance Schedule (PMA/PMMA)”. Is the County will be providing the PMA/PMMA documents or is that for the Bidder to provide?

) The County is asking the bidder to provide a detailed listing of elevator maintenance frequency and task to be performed included in the PMA/PMMA.

Q3) If there are any elevators that require proprietary diagnostic tools, special tools, software and manuals; is the County in possession of these items, or if not, will the County purchase them?

) The County is not in possession nor will they purchase any diagnostic tools, software and manuals; proprietary or otherwise. It is the sole responsibility of contractor to possess all tools, proprietary or otherwise, needed to adequately service the equipment. For some elevators there may be special proprietary tools that are already onsite. These are the County’s property and must be left onsite.

Q4) Are the bid conferences and site visits mandatory for Bidders?




) No, attendance at a networking/bidders conferences and site visits are highly recommended but is not mandatory.

Q5) Is this the same contract that’s in place right now? ) Yes, the current contract expires on November 30, 2013.

Q6) On page 6 of the RFQ, under “D-Specific Requirements,”, 1.i., will the Contractors be paying a fee for the 8-hour training class for Site Security Clearance?

Q7) There is no fee on the training, however all other expenses and wages associated with vendor’s staff attendance shall be borne by the contractor.

Q8) How long does it usually take for the Contractor to check in for a visitors pass?) The GSA-BMD will be asking the Alameda County Sheriff’s Office (ACSO) to issue civilian

ID badges to each qualified elevator technician. Unless otherwise pulled, these ID badges will stay with the technician for the life of this contract; self-renewing on an annual basis. Contractor technicians will show these badges at the gate or other passage point and will then check in with staff at the GSA-BMD Combined shop, which is on-site at each of the detention facility locations. It will therefore not be required for elevator technicians to check in at the gate each time they come to perform work. The vendor is responsible for informing GSA – BMD in writing of any lost/stolen badges and employees who are no longer within their employee within 24 hours of the occurrence.

Q9) Do the Contractors need to go to the training if they will go the jail(s) at a frequency of greater than once a month?

) Yes, the training is mandatory for “all civilians who have frequent and regular access to detention facilities”. It’s for the contractor’s safety and is required by both GSA-BMD and the ACSO in order to work within the walls of the detention facility; where all the elevators are located.

Q10) Does anyone who might go to the jail(s) to service the elevators at any time need to go through the training? Does the County provide the training?

) Yes. Site clearance is mandatory for anyone who has frequent and regular access to the Alameda County detention facilities. This shall include the primary technician, back-up technician(s) and any other vendor staff who will access the detention facility on a frequent and regular basis. Further, Contractor must limit the number of technicians who access our detention facility building equipment on a frequent and regular basis to no more than three technicians.

Q11) On page 18 of the RFQ, under “M-Award”, number 2, please clarify. Will the bid be split?) Yes, there will be a possibility that the award will be awarded to different vendors. If the

lowest responsible bidder declined the award, the award will be awarded to the second-lowest responsible bidder.



Q12) Will there be one (1) point of contact for all the buildings, or will there be a manager per building?

) The County has four (4) combined shops and supervised by different GSA-BMD Shop Supervisor. The Contractor will be dealing with staffs that work under the Shop Supervisors.

Q13) If the Bidder doesn’t want to bid on a particular building or buildings, are they required to bid on it?

) No, partial bid is acceptable. As stated on page 9 of the RFQ, under “D-Specific Requirements”, number 7, “Contractor is required to bid on the entire building including all elevators listed at that building/site. No partial bids on the number of elevators per site/buildings are acceptable”. On the Bid Forms on Exhibit A of the RFQ, all the buildings and the number of elevators are listed, and the Bidder has to quote per building and the number of elevators listed within those buildings.

Q14) Is this RFQ low bid per building? ) Yes, the award will be per building/item number. The County intends to award to the

lowest responsible bidders whose response meets the County’s requirements.

Q15) What services, parts, and remote diagnostics are to be included or excluded from the Preventative Maintenance Agreement?

) Routine preventative maintenance and all associated parts and services and see also additional specific requirements included in this addendum.

Q16) Standard Service Agreement template, General Terms and Conditions, Section 2, indemnification, page 4 of 18. Will the County accept proportional indemnification language along the lines of the following:“For the purposes of this indemnification paragraph, the terms “Claim” or “Claims” shall mean claims, demands or liabilities asserted against Owner or Owner’s subcontractors or employees (the “Indemnitees”) by third persons for physical damage to or destruction of the third person’s tangible property or for physical injury or death to third persons arising from, based on or related to Contractor’s performance of Contractor’s duties or services provided or to be provided by Contractor to Indemnitees under this Agreement together with Indemnitees’ reasonable attorney’s fees incurred in connection with a Claim. To the extent that a Claim is based on or directly arises from the negligent or wrongful conduct of Contractor or its employees or subcontractors it will be deemed to be a “Covered Claim.” To the fullest extent permitted by law, Contractor will indemnify, defend and hold harmless Indemnitees from and against any Covered Claim, including but not limited to reasonable attorneys’ fees incurred by Indemnitees in the defense of such Covered Claim; however, any obligation of Contractor hereunder shall be proportional to and shall be limited to the comparative negligence of Contractor, its employees and subcontractors in causing the Covered Claim. Contract will not be liable for any settlement by an Indemnitee with a claimant unless such settlement is agreed to in writing by Contractor. A settlement not



agreed to in writing by Contractor will not be deemed to be a Covered Claim. Contractor, at its election, may select counsel and may participate in the litigation and/or settlement of a Covered Claim.”

) No, at this time, the County would not accept the proposed indemnification language.

Q17) Will a bid bond be required with the bid? Will performance and payment bonds be required of the successful Bidder?

) No, a bid bond is not required.

Q18) Will the County waive the SLEB requirement for this RFQ? ) The SLEB requirement for this RFQ has been waived; please see modifications above.

Q19) On page 19 of the RFQ, M.9 - Standard Services Agreement template, are final terms and conditions such as insurance, indemnification, etc. negotiable?

) As stated on page 19 of the RFQ, final Standard Agreement terms and conditions will be negotiated with the selected bidder. The template contains minimal Agreement boilerplate language.

Q20) Will the County provide a detailed specification for the scope of work for this RFQ or is the Bidder to provide a scope with the bid?

) Please see above for additional specific requirements.

Q21) May the Contractor include an obsolescence clause to exclude obsolete parts?) No, however County of Alameda remains committed to fostering ongoing, good business

relationships with our service providers and will perform due diligence to ascertain the best course of action should this situation arise during the contractual period.



The following participants attended the Bidders’ Conferences/Site Visits:

Company Name / Address Representative Contact Information

Star Elevator, Inc.1300 Industrial Road, Suite 4San Carlos, CA 94070

Dan Lopez

Phone:650-631-3999E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB: No

Kone Inc.15021 Wicks BoulevardSan Leandro, CA 94577

Don Schellenberg

Phone: 925-895-3947E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB: No

Thyssen Krupp Elevator14400 Catalina St.San Leandro, CA 94577

Brandon Fosson

Phone: 510-932-4343E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB: No

Otis Elevator Company1358 14th St.Oakland, CA 94607

Matt Angulo/Darla Mutter/James Dress

Phone: 510-290-8292E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB: N

Star Elevator, Inc.1300 Industrial Road, Suite 4San Carlos, CA 94070

Vern Anderson

Phone: 415-583-0573E-Mail: [email protected] Contractor: YesSubcontractor:

Certified SLEB: No


EXHIBIT A (REVISED)BID RESPONSE PACKET

Error: Reference source not found No. Error: Reference source not found – Error:Reference source not found

To: The County of Alameda

From: (Official Name of Bidder)

AS DESCRIBED IN THE SUBMITTAL OF BIDS SECTION OF THIS Error: Reference source not found, BIDDERS ARE TO SUBMIT ONE (1) ORIGINAL HARDCOPY BID (EXHIBIT A - REVISED) – BID RESPONSE PACKET), INCLUDING ADDITIONAL REQUIRED DOCUMENTATION), WITH ORIGINAL INK SIGNATURES, PLUS ERROR: REFERENCE SOURCE NOT FOUND AND ONE (1) ELECTRONIC COPY OF THE BID IN PDF (with OCR preferred)

ALL PAGES OF THE BID RESPONSE PACKET (EXHIBIT A-REVISED) MUST BE SUBMITTED IN TOTAL WITH ALL REQUIRED DOCUMENTS ATTACHED THERETO; ALL INFORMATION REQUESTED MUST BE SUPPLIED; ANY PAGES OF EXHIBIT A - REVISED (OR ITEMS THEREIN) NOT APPLICABLE TO THE BIDDER MUST STILL BE SUBMITTED AS PART OF A COMPLETE BID RESPONSE, WITH SUCH PAGES OR ITEMS CLEARLY MARKED “N/A”

BIDDERS SHALL NOT SUBMIT TO THE COUNTY A SCANNED, RE-TYPED, WORD-PROCESSED, OR OTHERWISE RECREATED VERSION OF EXHIBIT A – REVISED – BID RESPONSE PACKET OR ANY OTHER COUNTY-PROVIDED DOCUMENT

ALL PRICES AND NOTATIONS MUST BE PRINTED IN INK OR TYPEWRITTEN; NO ERASURES ARE PERMITTED; ERRORS MAY BE CROSSED OUT AND CORRECTIONS PRINTED IN INK OR TYPEWRITTEN ADJACENT, AND MUST BE INITIALED IN INK BY PERSON SIGNING BID

BIDDER MUST QUOTE PRICE(S) AS SPECIFIED IN Error: Reference source not found

BIDDERS THAT DO NOT COMPLY WITH THE REQUIREMENTS, AND/OR SUBMIT INCOMPLETE BID PACKAGES, SHALL BE SUBJECT TO DISQUALIFICATION AND THEIR BIDS REJECTED IN TOTAL

IF BIDDERS ARE MAKING ANY CLARIFICATIONS AND/OR AMENDMENTS, OR TAKING EXCEPTION TO POLICIES OR SPECIFICATIONS OF THIS Error: Reference source not found, INCLUDING THOSE TO THE COUNTY SLEB POLICY, THESE MUST BE SUBMITTED IN THE

Exhibit A (Revised) – Error: Reference source not found No. Error: Reference source not foundPage 1

EXCEPTIONS, CLARIFICATIONS, AMENDMENTS SECTION OF THIS EXHIBIT A (REVISED) – BID RESPONSE PACKET IN ORDER FOR THE BID RESPONSE TO BE CONSIDERED COMPLETE.


BIDDER INFORMATION AND ACCEPTANCE

1. The undersigned declares that the Bid Documents, including, without limitation, the RFI, Error: Reference source not found, Addenda, and Exhibits have been read.

2. The undersigned is authorized, offers, and agrees to furnish the articles and/or services specified in accordance with the Specifications, Terms & Conditions of the Bid Documents of Error: Reference source not found No. Error: Reference source not found – Error: Reference source not found.

3. The undersigned has reviewed the Bid Documents and fully understands the requirements in this Bid including, but not limited to, the requirements under the County Provisions, and that each Bidder who is awarded a contract shall be, in fact, a prime Contractor, not a subcontractor, to County, and agrees that its Bid, if accepted by County, will be the basis for the Bidder to enter into a contract with County in accordance with the intent of the Bid Documents.

4. The undersigned acknowledges receipt and acceptance of all addenda.

5. The undersigned agrees to the following terms, conditions, certifications, and requirements found on the County’s website:

Bid Protests / Appeals Process [http://www.acgov.org/gsa/departments/purchasing/policy/bidappeal.htm]

Debarment / Suspension Policy [http://www.acgov.org/gsa/departments/purchasing/policy/debar.htm]

Iran Contracting Act (ICA) of 2010 [http://www.acgov.org/gsa/departments/purchasing/policy/ica.htm]

General Environmental Requirements [http://www.acgov.org/gsa/departments/purchasing/policy/environ.htm]

Small Local Emerging Business Program[http://acgov.org/auditor/sleb/overview.htm]

First Source [http://acgov.org/auditor/sleb/sourceprogram.htm]

Online Contract Compliance System [http://acgov.org/auditor/sleb/elation.htm]

General Requirements [http://www.acgov.org/gsa/departments/purchasing/policy/genreqs.htm]

Proprietary and Confidential Information [http://www.acgov.org/gsa/departments/purchasing/policy/proprietary.htm]


http://www.acgov.org/gsa/departments/purchasing/policy/proprietary.htm

http://www.acgov.org/gsa/departments/purchasing/policy/proprietary.htm

http://www.acgov.org/gsa/departments/purchasing/policy/genreqs.htm

http://www.acgov.org/gsa/departments/purchasing/policy/genreqs.htm

http://acgov.org/auditor/sleb/elation.htm

http://www.acgov.org/gsa/departments/purchasing/policy/compliance.htm

http://acgov.org/auditor/sleb/sourceprogram.htm

http://www.acgov.org/gsa/departments/purchasing/policy/first.htm


http://www.acgov.org/gsa/departments/purchasing/policy/environ.htm

http://www.acgov.org/gsa/departments/purchasing/policy/environ.htm

http://www.acgov.org/gsa/departments/purchasing/policy/ica.htm

http://www.acgov.org/gsa/departments/purchasing/policy/ica.htm

http://www.acgov.org/gsa/departments/purchasing/policy/debar.htm

http://www.acgov.org/gsa/departments/purchasing/policy/debar.htm

http://www.acgov.org/gsa/departments/purchasing/policy/bidappeal.htm

http://www.acgov.org/gsa/departments/purchasing/policy/bidappeal.htm

6. The undersigned acknowledges that Bidder will be in good standing in the State of California, with all the necessary licenses, permits, certifications, approvals, and authorizations necessary to perform all obligations in connection with this Error: Reference source not found and associated Bid Documents.

7. It is the responsibility of each bidder to be familiar with all of the specifications, terms and conditions and, if applicable, the site condition. By the submission of a Bid, the Bidder certifies that if awarded a contract they will make no claim against the County based upon ignorance of conditions or misunderstanding of the specifications.

8. Patent indemnity: Vendors who do business with the County shall hold the County of Alameda, its officers, agents and employees, harmless from liability of an nature or kind, including cost and expenses, for infringement or use of any patent, copyright or other proprietary right, secret process, patented or unpatented invention, article or appliance furnished or used in connection with the contract or purchase order.

9. Insurance certificates are not required at the time of submission. However, by signing Exhibit A (Revised) – Bid Response Packet, the Contractor agrees to meet the minimum insurance requirements stated in the Error: Reference source not found. This documentation must be provided to the County, prior to award, and shall include an insurance certificate and additional insured certificate, naming the County of Alameda, which meets the minimum insurance requirements, as stated in the Error: Reference source not found.

10. The undersigned acknowledges ONE of the following (please check only one box):

Bidder is not local to Alameda County and is ineligible for any bid preference; OR

Bidder is a certified SLEB and is requesting 10% bid preference; (Bidder must check the first box and provide its SLEB Certification Number in the SLEB PARTNERING INFORMATION SHEET); OR

Bidder is LOCAL to Alameda County and is requesting 5% bid preference, and has attached the following documentation to this Exhibit:

Copy of a verifiable business license, issued by the County of Alameda or a City within the County; and

Proof of six (6) months business residency, identifying the name of the vendor and the local address. Utility bills, deed of trusts or lease agreements, etc., are acceptable verification documents to prove residency.


Official Name of Bidder:

Street Address Line 1:

Street Address Line 2:

City: State: Zip Code:

Webpage:

Type of Entity / Organizational Structure (check one):

Corporation Joint Venture

Limited Liability Partnership Partnership

Limited Liability Corporation Non-Profit / Church

Other:

Jurisdiction of Organization Structure:

Date of Organization Structure:

Federal Tax Identification Number:

Primary Contact Information:

Name / Title:

Telephone Number: Fax Number:

E-mail Address:

SIGNATURE:

Name and Title of Signer:

Dated this day of 20


BID FORMSCost shall be submitted on Exhibit A as is. No alterations or changes of any kind are permitted. Bid responses that do not comply will be subject to rejection in total. The cost quoted below shall include all taxes and all other charges, including travel expenses, and is the cost the County will pay for the three-year term of any contract that is a result of this bid.

Quantities listed herein are the number of elevators currently in use and are not to be construed as a commitment. No minimum or maximum is guaranteed or implied.

Bidder hereby certifies to County that all representations, certifications, and statements made by Bidder, as set forth in this Bid Form and attachments are true and correct and are made under penalty of perjury pursuant to the laws of California.

Bidder is required to bid on the entire item no./building including all elevators listed at that building/site. No partial bid on the number of elevators per site/building is acceptable.

ItemNo.

Location Description(Brand/Use/Model/Mode)

UnitCA ID#

(A)Number of

MonthlyAnnual Service

Response Required

(B)Preventive

Maintenance Agreement (PMA) and

Phone Monitoring and Maintenance

Agreement (PMMA)

Year One(12/01/13 – 11/30/14)

Monthly Cost

(C )Preventive

Maintenance Agreement (PMA) andPhone Monitoring and

Maintenance Agreement (PMMA)

Year Two(12/01/14 –11/30/15)

Monthly Cost

(D)Preventive



Year Three (12/01/15 – 11/30/16)

Monthly Cost

(E)Preventive

Maintenance Agreement (PMA)

andPhone Monitoring and Maintenance

Agreement (PMMA)

Total Three Year Cost

=B+C+D x (A)

1Lakeside Plaza

1401 Lakeside Dr., Oakland 94612

Four (4) U.S. Elevator passenger elevators (three (3) overhead traction, one

(1) hydraulic)

076691, 076692, 076693, 076694

12 $ $ $ $

2

Superior CourtRene C. Davidson

Courthouse 1225 Fallon St.,Oakland 94612

Four (4) Otis passenger traction elevators and one

(1) Otis inmate traction elevator

021530, 021526, 021527, 021528, 021529

12 $ $ $ $

3

County Administration Building

1221 Oak St.,Oakland 94612

Three (3) Otis Passenger elevators, one (1) Tax

elevator, and one (1) San Francisco Elevator Co.

sidewalk freight elevator

038383, 039433, 039434, 039436, 055868

12 $ $ $ $

4Law Library 125 12th St.,

Oakland 94612

Three (3) Montgomery hydraulic passenger

elevators

108571, 108575, 108585

12 $ $ $ $

5Jackson Bldg.

1111 Jackson St.,Oakland 94607

Three (3) Otis Traction passenger elevators (one rated for freight as well)

124601,124602,124603

12 $ $ $ $


ItemNo. Location Description

(Brand/Use/Model/Mode)

UnitCA ID#

(A) Number of


Response Required

(B)Preventive



Year One(12/01/13 – 11/30/14)

Monthly Cost

(C )Preventive



Year Two(12/01/14 – 11/30/15)

Monthly Cost

(D)Preventive



Year Three (12/01/15 – 11/30/16)

Monthly Cost

(E)Preventive



Agreement (PMMA)

Total Three Year

Cost=B+C+D x (A)

6Alco Park Garage

165 13th St.,Oakland 94612

Two (2) US Elevator geared traction passenger

elevators

039089,039088 12 $ $ $ $

7Madison Building1106 Madison St.,

Oakland 94612

Two (2) Otis passenger elevators and one (1) Otis

dumbwaiter

115594,115717,115718

12 $ $ $ $

8Family Support Services


Two (2) Otis geared traction passenger

elevators

028423,028424 12 $ $ $ $

9Niles Veterans Building

37154 2nd St.,Fremont 94538

One (1) Wheel-O-Vator Chair lift 124277 12 $ $ $ $

10Behavioral Health

409 Jackson St.,Hayward 94544

One (1) Hydraulic passenger elevator 162345 12 $ $ $ $

11Parking Garage

24360 Amador St.,Hayward 94544

Two (2) Dover hydraulic passenger elevators

097045, 097046 12 $ $ $ $

12 Courthouse Square24085 Amador St.,

Hayward 94544

Two (2) Otis Hydraulic passenger elevators

080355,080405 12 $ $ $ $

13Winton Building

224 West Winton Ave.,Hayward 94544

One (1) Independent hydraulic passenger

elevator031329 12 $ $ $ $

14Public Works 399 Elmhurst,

Hayward 94544

One (1) Independent hydraulic passenger

elevator and one (1) 3-Stop Minnesota Hydraulic

Elevator

043226,129391 12 $ $ $ $


ItemNo. Location Description

(Brand/Use/Model/ModeUnit

CA ID#

(A)Number of


Response Required

(B)Preventive



Year One(12/01/13 – 11/30/14)

Monthly Cost

(C )Preventive



Year Two(12/01/14 – 11/30/15)

Monthly Cost

(D)Preventive



Year Three (12/01/15 – 11/30/16)

Monthly Cost

(E)Preventive



=B+C+D x (A)

15Juvenile Justice Center

2500 Fairmont Dr.,

San Leandro 94578

Nine (9) Veterans hydraulic passenger

elevators

145131 (A1),145132 (A2),145133 (C3),145134 (C1),145135 (C2),145136 (A3),145137 (C4),145138 (C5),145139 (C6)

12 $ $ $ $

16Eden Mental Health 2045 Fairmont Dr.,San Leandro 94578

One (1) National hydraulic passenger elevator 097379 12 $ $ $ $

17

Eden Township Station 15001 Foothill

Boulevard, San Leandro 94578

One (1) Otis overhead traction passenger

elevator029204 12 $ $ $ $

18Ashland Youth Center

16335 E. 14th St.,San Leandro 94578

Two (2) Schindler hydraulic elevators

163652,145366 12 $ $ $ $

19 Social Services2000 San Pablo Ave.,

Oakland 94612

Four (4) Otis Traction Passenger elevators

124456,124457,124458,124459

12 $ $ $ $

20

Social Services630 Thomas L Berkeley

Way,Oakland 94612

One (1) National hydraulic elevator (located in the

garage behind the bldg. of 2000 San Pablo Ave)

137639 12 $ $ $ $


Item No. Location

Description(Brand/use/Model/

Mode

UnitCA ID#

(A)Number

of MonthlyAnnual Service

Response Required

(B)Preventive



Year One(12/01/13 – 11/30/14)

Monthly Cost

(C )Preventive



Year Two(12/01/14 – 11/30/15)

Monthly Cost

(D)Preventive



Year Three (12/01/15 – 11/30/16)

Monthly Cost

(E)Preventive



=B+C+D x (A)

21Glenn E Dyer Jail

550 Sixth St.,Oakland 94607

Six (6) Otis passenger elevators (four (4) electric

and two (2) hydraulic), one (1) Otis hydraulic freight elevator, and

one (1) Otis dumbwaiter

073781,073782,073783,073784,073785,073786,073787,073788

12 $ $ $ $

22Health Care Services


Two (2) Montgomery electric passenger

elevators

034465, 034466 12 $ $ $ $

23Parking Garage


Three (3) Dover electric passenger elevators

073923,073956,073957

12 $ $ $ $

24 Berkeley Bldg.,2015 Shattuck Ave.,

Berkeley 94704

Two (2) Traction Passenger elevators

073756,073757 12 $ $ $ $

25Probation Headquarters

400 Broadway, Oakland 94607

Four (4) Dover Passenger elevators (three (3)

electric traction, one (1) hydraulic) and two (2)

dumbwaiter

043201, 043202,043204, 030581,030582043203

12 $ $ $ $

26Social Services 401 Broadway, Oakland 94607

Two (2) Otis electric passenger elevators and

one (1) Otis hydraulic freight elevator

037070, 037250, 037225

12 $ $ $ $

27Family Justice Center

470 27th St., Oakland 94609

One (1 ) Otis passenger elevator and One (1) DA

Matot dumbwaiter

047269,062212 12 $ $ $ $


Item No. Location Description

(Brand/use/Model/ModeUnit

CA ID#

(A)Number of


Response Required

(B)Preventive



Agreement (PMMA)

Year One(12/01/13 – 11/30/14

Monthly Cost

(C )Preventive



Year Two(12/01/14 – 11/30/15)

Monthly Cost

(D)Preventive Maintenance Agreement (PMA) andPhone Monitoring and


Year Three (12/01/15 – 11/30/16)

Monthly Cost

(E)Preventive

Maintenance Agreement

(PMA)


=B+C+D x (A)

28Social Services

8477 Enterprise Way, Oakland 94621

One (1) U.S. Elevator hydraulic passenger

elevator059960 12 $ $ $ $

29Peralta Oaks Bldg.

2901 Peralta Oaks Court,Oakland 94605

Two (2) Home Elevator hydro passenger elevators

049518, 049519 12 $ $ $ $

3029

Environmental Health 1131 Harbor Bay

Parkway, Alameda 94502

One (1) Otis U.S. passenger hydro-electric

elevator076884 12 $ $ $ $

3130Santa Rita Jail

5325 Broder Boulevard,Dublin 94568

Two (2) Dover passenger elevators and

one (1) Dover freight elevator

091715,091716,091717

12 $ $ $ $

GRAND TOTAL THREE-YEAR COST (PMA/PMMA) $


OPTIONS: WILL NOT BE USED IN THE EVALUATION OF COST BUT WILL BE PART OF THE CONTRACT

HOURLY RATES FOR URGENT RESPONSE, EMERGENCY RESPONSE, AND REPAIRS

YEAR 1

YEAR 2 Year 3

Mechanic Team Mechanic Team Mechanic Team

FHourly Rate: Urgent Response

Monday - Friday 8:00 a.m. – 5:00 p.m.

$ $ $ $ $ $

GHourly Rate: Urgent Response

Monday -Friday 5:00 p.m. – 8:00 a.m.

$ $ $ $ $ $

H

Hourly Rate: Emergency Response

Mon-Friday 8:00 a.m. – 5:00 p.m.

$ $ $ $ $ $

I

Hourly Rate: Emergency Response

Monday-Friday 5:00 p.m. – 8:00 a.m.

$ $ $ $ $ $

JHourly Rate: Repairs

Monday-Friday8:00 a.m. – 5:00 p.m.

$ $ $ $ $ $

KHourly Rate: Repairs

Monday-Friday5:00 p.m. – 8:00 a.m.

$ $ $ $ $ $

L

Hourly Rate: Week-ends and Holidays

New Year’s Day, Martin Luther King Jr’s,

Lincoln’s Birthday,Washington’s Birthday,

Memorial Day, Independence Day,

Labor Day, Veterans Day,

Thanksgiving Day and the day after Thanksgiving, and

Christmas Day

$ $ $ $ $ $

3231 Cost of a five (5) year load test per traction elevator once during the life of the contract: $_____________

3332 Cost of a five (5) year load test per hydraulic elevator during the life of the contract: $ ______________

3433 Cost of Fire Recall Testing as per elevator as prescribed by the State of California as part of the Preliminary orders for permitting. $ ____________

3534 Percentage (%) over Bidder's cost the County shall pay for materials and parts not routinely covered by the PMA and/or PMMA: %__________________

Exhibit A (Revised) – No. Page 11

REQUIRED DOCUMENTATION AND SUBMITTALS

All of the specific documentation listed below is required to be submitted with the Exhibit A (Revised) – Bid Response Packet in order for a bid to be deemed complete. Bidders shall submit all documentation, in the order listed below and clearly label each section with the appropriate title (i.e. Table of Contents, Letter of Transmittal, Key Personnel, etc.).

1. Table of Contents: Bid responses shall include a table of contents listing the individual sections of the quotation and their corresponding page numbers. Tabs should separate each of the individual sections.

2. Letter of Transmittal: Bid responses shall include a description of Bidder’s capabilities and approach in providing its services to the County, and provide a brief synopsis of the highlights of the Proposal and overall benefits of the Proposal to the County. This synopsis should not exceed three (3) pages in length and should be easily understood.

3. Exhibit A (Revised) – Bid Response Packet: Every bidder must fill out and submit the complete Exhibit A (Revised) – Bid Response Packet.

(a) Bidder Information and Acceptance:

(1) Every Bidder must select one choice under Item 10 of page 3 of Exhibit A and must fill out, submit a signed page 4 of Exhibit A.

(b) SLEB Partnering Information Sheet:

(1) Every bidder must fill out and submit a signed SLEB Partnering Information Sheet, (found on page 15 of Exhibit A) indicating their SLEB certification status. If bidder is not certified, the name, identification information, and goods/services to be provided by the named CERTIFIED SLEB partner(s) with whom the bidder will subcontract to meet the County SLEB participation requirement must be stated. Any CERTIFIED SLEB subcontractor(s) named, the Exhibit must be signed by the CERTIFIED SLEB(s) according to the instructions. All named SLEB subcontractor(s) must be certified by the time of bid submittal.

(c) References:

(1) Bidders must use the templates on pages 17-18 of this Exhibit A – Bid Response Packet to provide references.

(2) Bidders are to provide a list of five (5) current and five (5) former clients. References must be satisfactory as deemed solely by County. References should have similar scope, volume and requirements to those outlined in these specifications, terms and conditions.

Bidders must verify the contact information for all references provided is current and valid.


Bidders are strongly encouraged to notify all references that the County may be contacting them to obtain a reference.

(4) The County may contact some or all of the references provided in order to determine Bidder’s performance record on work similar to that described in this request. The County reserves the right to contact references other than those provided in the Response and to use the information gained from them in the evaluation process.

(d) Exceptions, Clarifications, Amendments:

(1) This shall include clarifications, exceptions and amendments, if any, to the RFQ and associated Bid Documents, and shall be submitted with your bid response using the template on page 17 of this Exhibit A (Revised) – Bid Response Packet.

(2) THE COUNTY IS UNDER NO OBLIGATION TO ACCEPT ANY EXCEPTIONS, AND SUCH EXCEPTIONS MAY BE A BASIS FOR BID DISQUALIFICATION.

4. Key Personnel: Bid responses shall include a complete list of all key personnel associated with the Error: Reference source not found This list must include all key personnel who will provide services/training to County staff and all key personnel who will provide maintenance and support services. For each person on the list, the following information shall be included:

(a) The person’s relationship with Bidder, including job title and years of employment with Bidder;

(b) The role that the person will play in connection with the Error: Reference source not found;

(c) Address, telephone, fax numbers, and e-mail address; (d) Person’s educational background; and (e) Person’s relevant experience, certifications, and/or merits.

5. Description of the Proposed Services: Bid response shall include a description of the terms and conditions of services to be provided during the contract term including response times. The description shall contain a basis of estimate for services including its scheduled start and completion dates, the number of Bidder’s and County personnel involved, and the number of hours scheduled for such personnel. The description shall identify spare or replacement parts that will be required in performing maintenance services, the anticipated location(s) of such spare parts, and how quickly such parts shall be available for repairs. Finally, the description must: (1) specify how the services in the bid response will meet or exceed the requirements of the County; (2) explain any special resources, procedures or approaches that make the services of Bidder particularly advantageous to the County; and (3) identify any limitations or restrictions of Bidder in providing the services that the County should be aware of in evaluating its Response to this RFQ.


6. Financial Statements

(a) Most recent Dun & Bradstreet Supplier Qualifier Report. For information on how to obtain a Supplier Qualifier Report, contact Dun & Bradstreet at 1-800-424-2495 or http://www.dnb.com/government/contractor-management-portal.html;

7. Exhibit D, Bidder Required Attachments as follows:

(a) ATTACHMENT D-1: Attach a comprehensive Maintenance Schedule per Section D, SPECIFIC REQUIREMENTS, Elevator Preventive Maintenance and/or Phone Monitoring and Maintenance.

(b) ATTACHMENT D-2: Attach a Preventive Maintenance Agreement. Include a comprehensive list of parts, services, and remote diagnostics that are included in the Preventive Maintenance Agreement and Phone Monitoring and Maintenance Agreement clearly indicating by California identification number which diagnoses applies to which elevators’ bid, per Section D, SPECIFIC REQUIREMENTS, Elevator Preventive Maintenance and/or Phone Monitoring and Maintenance.

(c)ATTACHMENT D-3: Attach a detailed list of any additional services, diagnostics, or parts not included in the Preventive Maintenance Agreement and/or Phone Monitoring and Maintenance Agreement, per Section D, SPECIFIC REQUIREMENTS, Elevator Preventive Maintenance and/or Phone Monitoring and Maintenance.

(d)ATTACHMENT D-4: Attach a list of ANY additional holidays not designated in Exhibit A, Bid Form, Item "L, Hourly Rate, Weekends and Holidays", per Section D, SPECIFIC REQUIREMENTS, Service Hours and Service Rates for which service calls will be charged at the Holiday Rate.

(e)ATTACHMENT D-5: Indicate the number of unscheduled service responses included in the Preventive Maintenance Agreement at no additional cost.

(f)ATTACHMENT D-6: Attach photocopies of certifications and/or licenses as requested per Section C, Bidder’s Minimum Qualifications.

(g)ATTACHMENT D-7: Include a sample log per Section D, SPECIFIC REQUIREMENTS, Item 1, Elevator Preventive Maintenance, Subsection g.


http://www.dnb.com/government/contractor-management-portal.html

SMALL LOCAL EMERGING BUSINESS (SLEB)PARTNERING INFORMATION SHEET

Error: Reference source not found No. Error: Reference source not found – Error: Referencesource not foundDELETED – WAIVED

In order to meet the Small Local Emerging Business (SLEB) requirements of this RFQ, all bidders must complete this form as required below.

Bidders not meeting the definition of a SLEB (http://acgov.org/auditor/sleb/overview.htm) are required to subcontract with a SLEB for at least twenty percent (20%) of the total estimated bid amount in order to be considered for contract award. SLEB subcontractors must be independently owned and operated from the prime Contractor with no employees of either entity working for the other. This form must be submitted for each business that bidders will work with, as evidence of a firm contractual commitment to meeting the SLEB participation goal. (Copy this form as needed.)

Bidders are encouraged to form a partnership with a SLEB that can participate directly with this contract. One of the benefits of the partnership will be economic, but this partnership will also assist the SLEB to grow and build the capacity to eventually bid as a prime on their own.

Once a contract has been awarded, bidders will not be able to substitute named subcontractors without prior written approval from the Auditor-Controller, Office of Contract Compliance (OCC).

County departments and the OCC will use the web-based Elation Systems to monitor contract compliance with the SLEB program (Elation Systems: http://www.elationsys.com/elationsys/index.htm).

BIDDER IS A CERTIFIED SLEB (sign at bottom of page)

SLEB BIDDER Business Name:

SLEB Certification #: SLEB Certification Expiration Date:

NAICS Codes Included in Certification:

BIDDER IS NOT A CERTIFIED SLEB AND WILL SUBCONTRACT % WITH THE SLEB NAMED BELOW FOR THE FOLLOWING GOODS/SERVICES:

SLEB SUBCONTRACTOR Business Name:

SLEB Certification #: SLEB Certification Expiration Date:

SLEB Certification Status: Small / Emerging

NAICS Codes Included in Certification:

SLEB Subcontractor Principal Name:

SLEB Subcontractor Principal Signature: Date:

Upon award, prime Contractor and all SLEB subcontractors that receive contracts as a result of this bid process agree to register and use the secure web-based ELATION SYSTEMS. ELATION SYSTEMS will be used to submit SLEB subcontractor participation including, but not limited to, subcontractor contract amounts, payments made, and confirmation of payments received.

Bidder Printed Name/Title:____________________________________________________________________________

Street Address: _____________________________________________City_____________State______ Zip Code______


http://www.elationsys.com/elationsys/index.htm



Bidder Signature: Date:


CURRENT REFERENCES

Error: Reference source not found No. Error: Reference source not found – Error: Referencesource not found

Bidder Name:

Company Name: Contact Person: Address: Telephone Number: City, State, Zip: E-mail Address: Services Provided / Date(s) of Service:






FORMER REFERENCES


Bidder Name:







EXAMPLE

EXCEPTIONS, CLARIFICATIONS, AMENDMENTS


Bidder Name:

List below requests for clarifications, exceptions and amendments, if any, to the RFQ and associated Bid Documents, and submit with your bid response.

The County is under no obligation to accept any exceptions and such exceptions may be a basis for bid disqualification.

Reference to: DescriptionPage No. Section Item No.

p. 23D 1.c. Vendor takes exception to…

*Print additional pages as necessary

Exhibit A (Revised) – No. 1

Page 19

EXHIBIT CVENDOR LIST

RFQ No. 901121 – Elevator Maintenance and Repair

Below is the Vendor Bid List for this project consisting of vendors who have responded to RFI No. 901121, and/or been issued a copy of the RFQ. This Vendor Bid List is being provided for informational purposes to assist bidders in making contact with other businesses as needed to develop local small and emerging business subcontracting relationships to meet the requirements of the Small Local Emerging Business (SLEB) Program: http://www.acgov.org/gsa/departments/purchasing/policy/slebpref.htm.

This RFQ Addendum is being issued to all vendors on the Vendor Bid List; the following revised vendor list includes contact information for each vendor attendee at the Networking/Bidders Conferences/Site Visits.

RFQ No. 901121 - ELEVATOR MAINTENANCE AND REPAIRBusiness Name Contact Name Contact

Phone Address City State Email

A Lewis Enterprises, Inc.dba A Step Above Lindsey Lewis (707) 514-7585 PO Box 1442 Vacaville CA [email protected]

Kone, Inc. Jennifer Sutton (510) 351-5141 15021 Wicks Blvd.,San Leandro CA [email protected]

Kone, Inc. Don Schellenberg (925) 895-3947 15021 Wicks Blvd.,San Leandro CA [email protected]

Otis Elevator Company Matt Angulo (510) 290-8292 1358 14th St., Oakland CA [email protected] Elevator Company James Dress (415) 720-6217 1358 14th St., Oakland CA [email protected]

Star Elevator, Inc. Dan Lopez (650) 631-39991300 Industrial Road, Suite 4

San Carlos CA [email protected]

Star Elevator, Inc. Vern Anderson (415) 583-05731300 Industrial Road, Suite 4

San Carlos CA [email protected]

Thyssen-Krupp Elevator Bryan Sweeney (510) 476-1900 14400 Catalina StSan Leandro CA [email protected]

Thyssen-Krupp Elevator Brandon Fosson (510) 932-4343 14400 Catalina StSan Leandro CA

[email protected]

Traffic Parts, Inc. Karen Hopper (800) 345-6329 P.O. Box 837 Spring TX

Exhibit C – RFQ No. 901121Page 1

mailto:[email protected]





http://www.acgov.org/gsa/departments/purchasing/policy/slebpref.htm