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Item C19 BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: September 17. 18. 2003 Division: Public Works Bulk Item: Yes -X- No Department: Facilities Maintenance ::s-~ AGENDA ITEM WORDING: Approval to waive a bid technicality, award bid, and enter into a contract with Sub Zero, Inc. for the Air Conditioning Maintenance and Repair for the Lower Keys Facilities. ITEM BACKGROUND: On October 19, 2003, our current contract with Sub Zero, Inc. for the Lower Keys NC Maintenance and Repair will expire. A bid opening was held on July 30, 2003 with Sub Zero, Inc. submitting the lower of two proposals. Staff recommends BOCC approval to waive the technicality of a missing bid security from their proposal, per County Attorney opinion, attached. PREVIOUS RELEVANT BOCC ACTION: N/A CONTRACVAGREEMENTCHANGES: N/A STAFF RECOMMENDATIONS: Same as stated above. TOTAL COST: $25.000.00 Not to Exceed BUDGETED: Yes ~ No COST TO COUNTY: Same SOURCE OF FUNDS: Ad Valorem REVENUE PRODUCING: Yes No X AMOUNTPERMONTH_ Year APPROVED BY: County Atty ----X- OMBlPurchasing X Risk Management _ X ~ {A/~ DIVISION DIRECTOR APPROVAL: Dent Pierce, Director Public Works DOCUMENTATION: Included X To Follow Not Required_ DISPosmON: AGENDA ITEM #C/ /' Revised 1/03 V) w t::! !j ~ '< u. V) > w ~ Q:. Li.J ~ J- 0 Z -J W :E Q:. :E '< H J- 0 ~ Q:. 0 W '< .... Q:. ~~lu~ ~ V) It ~ (Y) ;l ~oU)g '< ~~2N Z ffi200 ~ V) tiJ ~ (Y)> ~ w~:S-J '< > X ::>::> :E t::! U CD"" ~ ~~~~ ~ V) ~ 0 H H Z Z f- H W H ~ ~ ~ '< 0 \J Q:. H '< -J '< ~ Z W \J \J -J ........ (Y) o o N I o I V an .... I .... .... N I CJ H ~ , '< CJ H Q:. o -J U. ~ Z ::> o \J W o Q:. Z o :E w ~ t::! a-e V) i3 Q.. ~w W\..) 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Gl 1::- GlCO .eM .. . alO Gl_ 3:;411- CI) o o ~ CO ~ ex> o Q; ~ .0 :::J (/) g Q; t:i m ~ o III .. III GI Gl N- .el8 :I . CIl1; e 1: <J) .c ro <J) ~ o : .. GI GI_ ~~ :Ie>!. UJ- 411- e 1: <J) .c m ~ o : .. Gl GI_ 1';10 .o~ :I _ UJ- * ~ ..cBa> -~E o .... III CD'!:(/) o () (5 -t: <J) .c ro Ql ~ c.i r:: -:.: o Gl a;;;; ~,..., .0411- :I UJ Ql ili 0. E o o 'C :c Au~ ~~ U3 12:53p p.2 ~er-Ann _ .-- --- -'--... --- ~_.._--- . -----... From: Sent: To: SUbject: Hutton-Suzanne Tuesday, August 19, 2003 2:27 PM Riger-Ann RE: AlC BID You have asked whether the absence of a bid bond is a technicality that can be waived by the BOCC in the award of a bid? The answer is that it must be determined on a case-by-case basis, as more fully explained below, and in this particular case. the answer is yes, Although the requirement of a bid bond accompanying a bid might be deemed in ordinary circumstances to be a disqualifying event, the county COde does not require it to be so. It is a technicality which could be waived by the SOCC if the circumstances are such that notwithstanding the absence of the required bid bond, there is a high degree of assurance that the bidder will execute a contract if awarded the bid. In this case, and in any other such case, one must look at the surrounding circumstances and determine if the absence of the accompanying bid bond significantly affects the level of assurance the bond is supposed to give the County that the bidder will finalize a contract. This case entails a contract which approximates $25,000. Had the amount been slightly tess, a bid process (and therefore a bid bond) would n01 even have been required. Further, the bidder has a long history of dealing with the County ana has informed staff that a bid bond was attached even though staff has no record of receipt of the bond. Finally, the bidder currently provides contract services tathe County. These considerations do give some assurance that if awarded the bid, the contractor would execute a contract. Therefore, I am advising you that the absence of a bid bond in these circumstances does constitute a technicality which could be waived by the BOCC. > From: Sent: To: Cc: Subject: Riger-Ann Tuesday, August 12, 20033:33 PM Hutton-Suzanne Cherry-Lisa AlC 810 Hi Suzanne, On July 30, 2003 a bid opening was held for Central Air Conditionng Maintenance and Repair for the lower Keys Operations. The Instructions to Bidders clearly indicated that a 5% bid security must be Submitted with the bid. An addendum went out on June 26, 2003 indicating that for bid security purposes, the annual expenditures for alc maintenance shall not exceed $25,000.00. Two bids were received with Sub-Zero being the lowest bid. However they did not have a bid security included in their bid. I called Sub-Zero and they said they submitted a cashiers check. We couldn't find evidence of that Sub-Zero is our current contractor for the Lower Keys AlC Maintenance. Is this a technicality that the BQCC can waive? Please advise. Ann Page 1 MONROE COUNTY BOARD OF COUNTY COMMISSIONERS CONTRACT SUMMARY Contract with: Sub Zero, Inc. Contract # Effective Date: 10/20/03 Expiration Date: 10/19/04 Contract Purpose/Description: Central AlC maintenance and repair for the Lower Kevs Facilities Contract Manager: Ann Riger 4549 Facilities Maint/Stop #4 (Name) (Ext.) (Department/Stop #) for BOCC meeting on 09/17/03 Ae:enda Deadline: 09/02/03 CONTRACT COSTS Total Dollar Value of Contract: SIJ7't25,000.00 Budgeted? Yes[g/ No 0 Account Codes: Grant: S N/ A County Match: S N/ A Current Year Portion: S 0 001-20501-5~- ~3VO - - - ---- - - - ---- - - - ---- ADDITIONAL COSTS Estimated Ongoing Costs: S~yr For: (Not included in dollar value above) (e2. maintenance. utilities, ianitorial, salaries, etc.) CONTRACT REVIEW Changes ~a;r In Needed Division Director ~J1>I.03 YesO NoD Risk Management glJ I 10 3 Yes~NoO O.M.B./Purchasing ~ 2-ll (,3 YesO Nog-- County Attorney t5:n !03 YesO No Comments: .:In SUr41')(o( Q; tl &chh\evd.s 6.-L f,) wC, \ J V L I o.re. "'04 Q'S Wte~~jdV\1"cP l~ 'S',,;'fO"'l 3.\\ ~/ Date Out , .27'" ci3 Q. ~QJ."O OMB Form Revised 2/27/01 MCP #2 , . SECTION THREE CONTRACf TIllS AGREEMENT, made and entered into this 17th day of September, 2003, A.D., by and between MONROE COUNTY, FLORIDA, (hereinafter sometimes call the "owner"), and Sub Zero, Inc. , (hereinafter called the "Contractor"). WITNESSED: That the parties hereto, for the consideration hereinafter set forth, mutually agree as follow: 3.01 THE CONTRACT The contract between the owner and the contractor, of which this agreement is a part, consists of the contract documents. 3.01 THE CONTRACT DOCUMENTS The contract documents consist of this agreement, the specifications, all change orders, and any addenda issued hereafter, any other amendm~nts hereto executed by the parties hereafter, together with the bid proposal and all required insurance documentation. 3.02 SCOPE OF THE WORK The Contractor shall furnish all labor, materials, equipment, machinery, tools, apparatus, and transportation, and perform all of the work described n the Specifications entitled: Central Air Conditioning Maintenance and Repair Lower Keys Facilities Up to and Including Big Pine Key Monroe County, Florida And his bid dated July 30, 2003 each attached hereto and incorporated as part of this contract document. The specifications shall serve as minimum contract standards, and shall be the basis of inspection and acceptance of all the work. 3.03 THE CONTRACT SUM The Owner shall pay to the Contractor for the faithful performance of the Contract, in lawful money of the United States, as follows: A. The actual cost of parts and materials purchased from the manufacturer plus 30% used by the Contractor to fulfill the obligations of the Contract. Manufacturer's invoice must accompany all requests for payment for any part which exceeds $100.00, and may be requested at the discretion of the Owner for any part, regardless of the cost. B. The cost of labor and equipment used by the contractor to fulfill the obligation of the Contract. The labor and equipment costs will be calculated using the unit prices set forth in the Contractor's bid as follows: 1. Labor - normal working hours of 8:00 a.m. to 5:00 p.m. Monday through Friday, excluding holidays. $64.00 per hour, mechanic $70.00 per hour, mechanic plus helper 2. Labor - overtime rate for hours other than the normal working hours as stated above, including holidays $72.00 per hour, mechanic $80.00 per hour, mechanic plus helper Such costs must be documented for each repair and/or maintenance job and included with all Applications for Payment C. Freon for recharging systems: 1) R-22 $10.54 per pound 2) R-12 $48.50 per pound D. The total contract sum shall not exceed $25,000.00 per year. The Contractor shall submit with his invoice the Application for Payment Details as shown in Section Two - Contract Specifications, page 9. 3.04 CONTRACTOR'S ACCEPTANCE OF CONDITIONS A. The Contractor hereby agrees that he has carefully examined the site and has made investigations to fully satisfy himself that such site is correct and a suitable one for this work and he assumes full responsibility therefore. The provisions of the Contract shall control any inconsistent provisions contained in the specifications. All specifications have been read and carefully considered by the Contractor, who understands the same and agrees to their sufficiency for the work to be done. Under no circumstances, conditions, or situations shall this Contract be more strongly construed against the Owner than against the Contractor. B. Any ambiguity or uncertainty in the specifications shall be interpreted and construed by the Owner, and his decision shall be final and binding upon all parties. C. The passing, approval, and/or acceptance by the Owner of any of the services furnished by the Contractor shall not operate as a waiver by the Owner of strict compliance with the terms of this Contract, and specifications covering the services. Failure on the part of the Contractor, immediately after Notice to Correct shall entitle the Owner, if it sees fit, to correct the same and recover the reasonable cost of such replacement and/or repair from the Contractor, who shall in any event be jointly and severally liable to the Owner fot all damage, loss, and expense caused to the Owner by reason of the Contractor's breach of this Contract and/or his failure to comply strictly and in all things with this Contract and with the specifications. 3.05 TERM OF CONTRACTIRENEW AL A. This contract shall be for a period of one (1) year, commencing October 20th 2003, and terminating October 19, 2004. B. The Owner shall have the option to renew this agreement after the first year, and each succeeding year, for two additional one year periods. 3.06 HOLD HARMLESS The Contractor covenants and agrees to indemnify and hold harmless Monroe County Board of County Commissioners from any and all claims for bodily injury (including death), personal injury, and property damage (including property owned by Monroe County) and any other losses, damages, and expenses (including attorney's fees) which arise out of, in connection with, or by reason of services provided by the Contractor or any of its Subcontractor(s) in any tier, occasioned by the negligence, errors, or other wrongful act of omission of the Contractor or its Subcontractors in any tier, their employees, or agents. In the event the completion of the project (to include the work of others) is delayed or suspended as a result of the Contractor's failure to purchase or maintain the required insurance, the Contractor shall indemnify the County from any and all increased expenses resulting from such delay. The first ten dollars ($10.00) of remuneration paid to the Contractor IS for the indemnification provided for above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement. 3.07 INDEPENDENT CONTRACTOR At all times and for all purposes under this agreement the Contractor is an independent contractor and not an employee of the Board of County Commissioners for Monroe County. No statement contained in this agreement shall be construed so as to find the contractor or any ofhislher employees, contractors, servants, or agents to be employees of the Board of County Commissioners for Monroe County. 3.08 ASSURANCE AGAINST DISCRIMINATION The Contractor shall not discriminate against any person on the basis of race, creed, color, national origin, sex, age, or any other characteristic or aspect which is not job related, in its recruiting, hiring, promoting, terminating, or any other area affecting employment under this agreement or with the provision of services or goods under this agreement. 3.D9 ASSIGNMENT/SUBCONTRACT The Contractor shall not assign or subcontract its obligations under this agreement, except in writing and with the prior written approval of the Board of County Commissioners for Monroe County and Contractor, which approval shall be subject to such conditions and provisions as the Board may deem necessary. This paragraph shall be incorporated by reference into any assignment or subcontract and any assignee or subcontractor shall comply with all of the provisions of this agreement. Unless expressly provided for therein, such approval shall in no m~er or event be deemed to impose any obligation upon the board in addition to the total agreed-upon price of the services/goods of the contractor. 3.10 COMPLIANCE WITH LAW In providing all services/goods pursuant to this agreement, the contractor shall abide by all statutes, ordinances, rules and regulation pertaining to, or regulating the provisions of, such services, including those now in effect and hereinafter adopted. Any violation of said statutes, ordinances, rules and regulatic;:>ns shall constitute a material breach of this agreement and shall entitle the Board to terminate this contract immediately upon delivery of written notice of termination to the contractor. The contractor shall possess proper licenses to perform work in accordance with these specifications throughout the term of this contract. 3.11 INSURANCE Prior to execution of this agreement, the contractor shall furnish the Owner Certificates of Insurance indicating the minimum coverage limitations as indicated by an "X" on the attached forms identified as INSCKLST 1-5, as further detailed on forms WCI, GLI, and VL 1, each attached hereto and incorporated as. part of this contract document, and all other requirements found to be in the best interest of Monroe County as may be imposed by the Monroe County Risk Management Department. 3.12 FUNDING AVAILABILITY In the event that funds from Facilities Maintenance Contractual Services are partially reduced Of cannot be obtained or cannot be continued at level sufficient to allow for the purchase of the services/goods specified herein, this agreement may then be terminated immediately at the option of the Board of County Commissioners by written notice of termination delivered in person or be mail to the contractor. The Board shall not be obligated to pay for any services provided by the contractor after the contractor has received written notice of termination. 3.13 PROFESSIONAL RESPONSmILITY The Contractor warrants that it is authorized by law to engage in the performance of the activities encompassed by the project herein described, subject to the terms and conditions set forth in these contract documents The provider shall at all times exercise independent, professional judgment and shall assume professional responsibility for the services to be provided. Continued funding by the Owner is contingent upon retention of appropriate local., state, and/or federal certification and/or licensure of contractor. 3.14 NOTICE REQUIREMENT Any notice required or permitted under this agreement shall be in writing and hand delivered or mailed, postage prepaid, to the other party by certified mail, returned receipt requested, to the following: FOR COUNTY Monroe County Facilities Maintenance 3583 S. Roosevelt Blvd. Key West, FL 33040 FOR CONTRACTOR Sub Zero, Inc. 6003 Peninsular Avenue Key West, FL 33040 3.15 CANCELLATION A) The County may cancel this contract for cause with seven (7) days notice to the contractor. Cause shall constitute a breach of the obligations of the Contractor to perform the services enumerated as the Contractor's obligations under this contract. B) Either of the parties hereto may cancel this agreement without cause by giving the other party sixty (60) days written notice ofits intention to do so. 3.16 GOVERNING LAWS This Agreement is governed by the laws of the State of Florida. Venue for any litigation arising under this Agreement must be in Monroe County, Florida. In the event of any litigation, the prevailing party is entitled to reasonable market value attorney's fees and costs. 3.17 CONTINGENCY STATEMENT Monroe County's performance and obligation to pay under this contract is contingent upon an annual appropriation by the Monroe County Board of County Commissioners. IN WITNESS WHEREOF the parties hereto have executed this Agreement on the day and date fIrst written above in four (4) counterparts, each of which shall, without proof or accounting for the other counterparts, be deemed an original contract. (SEAL) Attest: DANNY L. KOLHAGE, CLERK BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLOIDA By: By: Deputy Clerk Mayor/Chairman Date: (SEAL) Attest: CONTRACTOR SUB ZERO, INC. By: By: WITNESS Title: Title: By: WITNESS Title: