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HomeMy WebLinkAboutOpening of Bids - Pinhook Park Pavillion Improvements Proj No 118-077B - The Robert Henry CorpCITY OF SOUTH BEND, INDIANA CONTRACTOR'S BID FOR PUBLIC WORK Project Name Project No. For Bids Due Pinhook Park Pavilion Improvements 118-077B Tuesday, November 26, 2019 PART I (Must be completed for all bids. Please type or print) Date: November 26 2019 Bidder (Firm): The Robert Hennt Corporation Address: City/State/Zip: South Bend IN 46624 Telephone Number: 574 232-2091 Agent of Bidder (if Applicable): Ron Perm Pursuant to notices given, the undersigned offers to furnish labor and/or material necessary to complete the public works project of: the City of South Bend, Indiana, in accordance with plans and specifications prepared by: DLZ. Indiana LLC )alND 5 (Enter sum of Total I for the sum of (enter the Total Bid as shown on the Proposal) .09 Bid plus Alternates shown on Proposal) (N merical The undersigned further agrees to furnish a bond or certified check with this bid for an amount specified in the notice of the letting. If alternative bids apply, the undersigned submits a proposal for each in accordance with the notice. Any addendums attached will be specifically referenced at the applicable page. If additional units of material included in the contract are needed, the cost of units must be the same as that shown in the original contract if accepted by the City o h Bend. If the bid is to be awarded on a unit basis, the itemization of the units shall be shown oo a se ttachment. By R. Henrv, Presldnt (Printed Narne of ACCEPTANCE The above bid is accepted this day of Subject to the following conditions: BOARD OF PUBLIC WORKS Gary A. Gilot, President Elizabeth A. Maradik, Member Genevieve E. Miller, Member Therese J. Dorau, Member Laura L. O'Sullivan, Member Attest: Linda M. Martin, Clerk Version 4/2/2019 Contractor's Bid for Public Works - 2 20 BID/PROPOSAL CITY OF SOUTH BEND ? "� Project Name Pinhook Park Pavilion A Project No. 118-0776;'� For Bids Due: Tuesday, November 26, 2019 " Contractor Name: The Robertm Henry Corporation BASE BID Item No. Description Quantity Unit Unit Price Total Amount 1 Improvements of first floor Public Restrooms, Lobby, and Social Hall, 1� 2 Allowance No. 1: Sound System and 1 LS $5,000.00 $5,000.00 wiring. 3 Allowance No. 2: Ceiling -mounted 1 LS $2,000.00 $2,000.00 ro ector. ALTERNATE #1 Item Description Quantity No. 1 Improvements to Kitchen. 2 Allowance No. 3: kitchen appliances. _ 1 BASE BID TOTAL 2-04p, bggc Unit I Unit Price LS J $3,500.00 ALTERNATE #1 TOTAL Bidder (Firm): The Robert HenryCorporation Address: 404 S. Frances St. City/State/Zip: South Bend, IN 46624 Telephone Number: 574 32-2091 By Total Amount 13.500.00 11 (Signature Stephen R. Hen ,_Preside t (Printed Name of Person Signing) Version 4/2/2019 Contractor's Bid for Public Works - 7 When the prospective Contractor is unable to certify to any of the statements below, it shall attach an explanation to this Affidavit CONTRACTOR'S NON -COLLUSION AND NON -DEBARMENT AFFIDAVIT, CERTIFICATION REGARDING INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY VERIFICATION, NON- DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE OF UNITED STATES STEEL PRODUCTS OR FOUNDRY PRODUCTS (Must be completed for all quotes and bids. Please type or print) STATE OF Indiana ) ) SS: St. Joseph COUNTY ) The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that: 1. Contractor has not, nor has any other member, representative, or agent of the firm, company, corporation or partnership represented by him, entered into any combination, collusion or agreement with any person relative to the price to be bid by anyone at such letting nor to prevent any person from bidding nor to induce anyone to refrain from bidding, and that this bid is made without reference to any other bid and without any agreement, understanding or combination with any other person in reference to such bidding. Contractor further says that no person or persons, firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift, commission or thing of value on account of such sale; and 2. Contractor certifies by submission of this proposal that neither contractor nor any of its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency; and 3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in investment activities in Iran. a. For purposes of this Certification, "Iran" means the government of Iran and any agency or instrumentality of Iran, or as otherwise defined at Ind. Code § 5-22-16.5-5, as amended from time -to -time. b. As provided by Ind. Code § 5-22-16.5-8, as amended from time -to -time, a Contractor is engaged in investment activities in Iran if either: i. Contractor, its successor or its affiliate, provides goods or services of twenty million dollars ($20,000,000) or more in value in the energy sector of Iran; or ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty million dollars ($20,000,000) or more in credit to another person for forty-five (45) days or more, if that person will (i) use the credit to provides goods and services in the energy sector in Iran; and (ii) at the time the financial institution extends credit, is a person identified on list published by the Indiana Department of Administration. Version 4/2/2019 Contractor's Bid for Public Works - 4 4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the Contractor subsequently learns is an unauthorized alien. Contractor agrees that he/she/it shall enroll in and verify the work eligibility status of all of Contractor's newly hired employees through the E-Verify Program as defined by I.C. 22-5-1.7-3. Contractor's documentation of enrollment and participation in the E-Verify Program is included and attached as part of this bid/quote; and 5. Contractor shall require his/her/its subcontractors performing work under this public contract to certify that the subcontractors do not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the subcontractor subsequently learns is an unauthorized alien, and that the subcontractor has enrolled in and is participating in the E-Verify Program. The Contractor agrees to maintain this certification throughout the term of the contract with the City of South Bend, and understands that the City may terminate the contract for default if the Contractor fails to cure a breach of this provision no later than thirty (30) days after being notified by the City. 6. Persons, partnerships, corporations, associations, or joint ventures awarded a contract by the City of South Bend through its agencies, boards, or commissions shall not discriminate against any employee or applicant for employment in the performance of a City contract with respect to hire, tenure, terms, conditions, or privileges of employment, or any matter directly or indirectly related to employment because of race, sex, religion, color, national origin, ancestry, age, gender expression, gender identity, sexual orientation or disability that does not affect that person's ability to perform the work. In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials, or any combination of the foregoing including, but not limited to, public works contracts awarded under public bidding laws or other contracts in which public bids are not required by law, the City, its agencies, boards, or commissions may consider the Contractor's good faith efforts to obtain participation by those Contractors certified by the State of Indiana as a Minority Business ("MBE") or as a Women's Business Enterprise ("WBE") as a factor in determining the lowest, responsible, responsive bidder. In no event shall persons or entities seeking the award of a City contract be required to award a subcontract to an MBE/WBE; however, it may not unlawfully discriminate against said WBE/MBE. A finding of a discriminatory practice by the City's MBE/WBE Utilization Board shall prohibit that person or entity from being awarded a City contract for a period of one (1) year from the date of such determination, and such determination may also be grounds for terminating the contact for which the discriminatory practice or noncompliance pertains. 7. The undersigned contractor agrees that the following nondiscrimination commitment shall be made a part of any contract which it may henceforth enter into with the City of South Bend, Indiana or any of its agencies, boards or commissions. Contractor agrees not to discriminate against or intimidate any employee or applicant for employment in the performance of this contract with privileges of employment, or any matter directly or indirectly related to employment, because of race, religion, color, sex, gender expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of this provision may be regarded as material breach of contract. I, the undersigned bidder or agent as contractor on a public works project, understand my statutory obligations to the use of steel products or foundry products made in the United States (I.C. 5-16-8-1). I hereby certify that I and all subcontractors employed by me for this project will use steel products or foundry products made in the United States on this project if awarded. I understand I have an affirmative duty to notify the City in my bid that my proposal does not include the use of steel products or foundry products made in the United States. I understand it is my sole obligation and responsibility to provide a justification to the City, subject to review and approval, why the cost of United States made steel or foundry products is unreasonable. Prior to award and upon submission of bid which does not use steel products or foundry products made in the United States, the City, through its director of public works, shall make a determination if the price of United States made steel or foundry is unreasonable. I understand that violations hereunder Version 4/2/2019 Contractor's Bid for Public Works - 5 may result in forfeiture of contractual payments. I hereby affirm under the penalties of perjury that the facts and information contained in the foregoing bid for public works are true and correct. Dated this 26th day of November, 2019 Printed Name and Title Subscribed and sworn to before me this z b dayM N tlde-• 2019 My Commission Expires 1 a 1(6 ()L `( Notary Public County of Residence S � k p & VAN N LJI . Sm.rr . . Notary P'ubltc SP. ,lrasoO County, Slato of Indus y L uoote,�d ursrn 4'Wfe$ DO 182fi24 Version 4/2/2019 Contractor's Bid for Public Works - 6 FdD Bid Bond Fidelity & Deposit Company of Maryland Document A310TM - 2010 Conforms with The American Institute of Architects AIA Document 310 CONTRACTOR: (Name, legal status and address) The Robert Henry Corporation PO Box 1407 South Bend, IN 46624-1407 SURETY: (Name, legal status and principal place of business) Fidelity and Deposit Company of Maryland 1299 Zurich Way Schaumburg, IL 60196-5870 Mailing Address for Notices OWNER: (Name, legal status and address) City of South Bend, Board of Public Works Cnty/Cty Building, Rm 1316, 27 W Jefferson Blvd South Bend, IN 46601-1830 BOND AMOUNT: *** Five Percent (5%) of the Accompanying Bid "" This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification. Any singular reference to Contractor, Surety, Owner or other party shall be considered plural where applicable. PROJECT: (Name, location or address, and Project number, if any) Pinhook Park Pavilion Improvements, Project No. 18-077B, 2801 Riverside Drive, South Bend, IN The Contractor and Surety are bound to the Owner in the amount set forth above, for the payment of which the Contractor and Surety bind themselves, their heirs, executors, administrators, successors and assigns, jointly and severally, as provided herein. The conditions of this Bond are such that if the Owner accepts the bid of the Contractor within the time specified in the bid documents, or within such time period as may be agreed to by the Owner and Contractor, and the Contractor either (1) enters into a contract with the Owner in accordance with the terms of such bid, and gives such bond or bonds as may be specified in the bidding or Contract Documents, with a surety admitted in the jurisdiction of the Project and otherwise acceptable to the Owner, for the faithful performance of such Contract and for the prompt payment of labor and material furnished in the prosecution thereof, or (2) pays to the Owner the difference, not to exceed the amount of this Bond, between the amount specified in said bid and such larger amount for which the Owner may in good faith contract with another party to perform the work covered by said bid, then this obligation shall be null and void, otherwise to remain in full force and effect. The Surety hereby waives any notice of an agreement between the Owner and Contractor to extend the time in which the Owner may accept the bid. Waiver of notice by the Surety shall not apply to any extension exceeding sixty (60) days in the aggregate beyond the time for acceptance of bids specified in the bid documents, and the Owner and Contractor shall obtain the Surety's consent for an extension beyond sixty (60) days. If this Bond is issued in connection with a subcontractor's bid to a Contractor, the term Contractor in this Bond shall be deemed to be Subcontractor and the term Owner shall be deemed to be Contractor. When this Bond has been furnished to comply with a statutory or other legal requirement in the location of the Project, any provision in this Bond conflicting with said statutory or legal requirement shall be deemed deleted herefrom and provisions conforming to such statutory or other legal requirement shall be deemed incorporated herein. When so fumished, the intent is that this Bond shall be construed as a statutory bond and not as a common law bond. Signed and sealed this 26th day of atness) November 2019 ��-hltt4�,.�� �° -. LMS-10054 08110 1 0 EXTRACT FROM BY-LAWS OF THE COMPANIES "Article V, Section 8, Aftornevs-iuj`ag. The Chief Executive Officer, the President, or any Executive Vice President or Vice President may, by written instrument under the attested corporate seal, appoint attorneys-in-fkat with authority to execute bonds, policies, recognizances, stipulations, undertakings, or other like instruments on behalf of the Company, and may authorize any officer or any such attorney -in -fact to affix the corporate seat thereto; and may with or without cause modify of revoke any such appointment or authority at any firne. CERTIFICATE 1, the undersigned, Vice President of the ZURICH AMERICAN INSURANCE COMPANY, the COLONIAL AMERICAN CASUALTY AND SURETY COMPANY, and the FIDELITY AND DEPOSIT COMP ANY OF MARYLAND, do hereby certify that the foregoing Power of Attorney is still in full force and effect on the date of this certificate; and I do further certify that Article V. Section 8, of the By -Laws of the Companies is still in force. This Power of Attorney and Certificate may be signed by facsimile under and by authority of the following resolution of the Board of Directors of the ZURICH AMERICAN INS URANCE COMPANY Lit a meeting duly called and held on the 15th day of December 1998. RESOLVED: "That the signature of the President or a Vice President and the attesting signature of a Secretary or an Assistant Secretary and the Seal of the Company may be affixed by facsimile on any Power of Attorney... Any such Power or any certificate thereof bearing such facsimile signature and seal shall be valid and binding on the Company." This Power of Attorney and Certificate may be signed by facsimile under and by authority of the following resolution of the Board of Directors of the COLONIAL AMERICAN CASUALTY AND SURETY COMPANY at a meeting duly called and held on the 5th day of May, 1994, and the following resolution of the Board of Directors of the FIDELITY AND DEPOSIT COMPANY OF MARYLAND at a meeting duly called and held on the I Oth day of May, 1990. RESOLVED: "That the facsimile or mechanically reproduced seal or the company and facsimile or mechanically reproduced signature of any Vice-president, Secretary, or Assistant Secretary of the Company, whether made heretofore or hereafter, wherever appearing upon a certified copy of any power of attorney issued by the Company, shall be valid and binding upon the Company Mth the same force and effect as though manually affixed. IN TESTIMONY WHEREOF, I have hereunto subscribed my name and affixed the corporate seals of the said Companies, this 26th day of November 1 2019 , Brian M. Hodges, Vice President TO REPORT CLAIM WITH REGARD TO A SURETY BOND, PLEASE SUBMIT A COMPLETE DESCRIPTION OF THE CLAIM INCLUDING THE PRINCIPAL ON THE BOND, THE BOND NUMBER, AND YOUR CONTACT INFORMATION TO: Zurich Surety Claims 1299 Zurich Way Schaumburg, 11, 60196-1056 �.ldaims ntliclana,conl 800-626-4577 1316 COUNTY -CITY BUILDING 227 W.JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/235-9251 FAx 574/235-9171 TDD 574/ 235-5567 CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR BOARD OF PUBLIC WORKS Date: November 15, 2019 To: All Planholders _� .�..._._._._.._._.w....._._��._....._������.._�_....�..� From Linda M. Martin Clerk, Board of Public Works Subject Addendum Number: 1 Project Name: Pinhook Park Pavilion Improvements Project Number: 118-077B Date Received: Moo e.nn)De.( 15, 3011 This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-9171 within 48 hours of receipt. A copy MUST also be included with your bid package upon submittal. THIS ADDENDUM MAY AFFECT YOUR BID. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Authorized /Si; Date: I Version 4/2/2015 1316 COUNTY -CITY BUILDING 227 W.JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/235-9251 FAx 574/235-9171 TDD 574/ 235-5567 CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR BOARD OF PUBLIC WORKS Date: November 22, 2019 To: All Planholders From Linda M. Martin, Clerk, Board of Public Works Subject Addendum Number: 2 Project Name: Pinhook Park Pavilion Improvements Project Number: 118-077B _ _ ` i. .:2019 This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-9171 within 48 hours of receipt. A copy ;MUST also be included with your bid package upon submittal. TIIS ADDENDUM MAY AFFECT YOUR BID. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Authorized Si Date: I � °'�'. Version 4/2/2015 CITY OF SOUTH BEND, INDIANA CONTRACTOR'S BID FOR PUBLIC WORK CHECKLIST FOR BIDDERS Project Name Pinhook Park Pavilion Improvements Project No. For Bids Due 118-077B Tuesday, November 26, 2019 From time to time the South Bend Board of Public Works finds it necessary to reject a bid because it does not comply with statutory requirements. In preparing your bid, please use the following checklist in order to make sure that your bid is done in the proper manner. Proper bid security included. The bidder has the option of providing either a Certified Check or Bid Bond. Bid prepared on the City of South Bend Contractor's Bid for Public Work Form, completely executed. Contractor's Non -Collusion and Non -Debarment Affidavit, Certification Regarding Investments with Iran, Employment Eligibility Verification, Non -Discrimination Commitment, and V Certification of use of United States Steel Products or Foundry Products. Proof of MBE/WBE Participation Goal Form [MWBE-1.0]. If minimum participation goal is not met, also provide Evidence of Good Faith Efforts Form [MWBE-2.0] and MBE/WBE Contacted V Form [MWBE-2.1]. Acknowledge Receipt of 2 Addendum(s) included with the bid, All required additional information is included with the bid. Proposal statements and other affidavits all signed by the proper party with name either printed or typed underneath signature. This checklist submitted with the Bid. This checklist is provided for bidder's use in assuring compliance with required documentation; however, it does not include all specifications requirements and does not relieve the bidder of the need to read and comply with the specifications. Bidder: The Robeq_Heny C By Authorized Representat Signature: Print Name & Title: Stehen R. Version 4/2/2019 Contractor's Bid for Public Works -1 Date: November 26. 2019 PART II (For projects of $100,000 or more — IC 36-1-12-4) These statements to be submitted under oath by each bidder with and as part of his/her/its bid. Attach additional pages for each section as needed. SECTION I EXPERIENCE QUESTIONNAIRE >>> ATTACHED 1. Attach information regarding projects your organization has completed for the period of one (1) year prior to the date of the current bid. 2. Attach a listing of public works projects currently in process of construction by your organization. 3. Attach information regarding any failure to complete any work awarded to you and the location thereof. 4. Attach references from private firms for which you have performed work. SECTION II PLAN AND EQUIPMENT QUESTIONNAIRE >>> ATTACHED 1. Attach an explanation of your plan or layout for performing proposed work. (Examples could include a narrative of when you could begin work, complete the project, number of workers, etc. and any other information which you believe would enable the City of South Bend to consider your bid.) 2. Attach a listing of the names and addresses of all subcontractors (i.e. persons or firms outside your own firm who have performed part of the work) that you have used on public works projects during the past five (5) years along with a brief description of the work done by each subcontractor. 3. If you intend to sublet any portion of the work, attach the name and address of each subcontractor, equipment to be used by the subcontractor, and whether you will require a bond. However, if you are unable to currently provide a listing, please understand a listing must be provided prior to contract approval. Until the completion of the proposed project, you are under a continuing obligation to immediately notify the City of South Bend in the event that you subsequently determine that you will use a subcontractor on the proposed project. 4. Attach a listing of equipment you have available to use for the proposed project. 5. Have you entered into contracts or received offers for all materials which substantiate the prices used in preparing your proposal? If not, attach an explanation for the rationale used which would corroborate the prices listed. SECTION III CONTRACTOR'S FINANCIAL STATEMENT >>> ATTACHED Attachment of bidder's financial statement is mandatory. Any bid submitted without said financial statement as required by statute shall thereby be rendered invalid. The financial statement provided hereunder to the City of South Bend awarding the contract must be specific enough in detail so that said City of South Bend can make a proper determination of the bidder's capability for completing the project if awarded. Version 4/2/2019 Contractor's Bid for Public Works - 3 THE ROBERT HENRY CORPORATION FINANCIAL REPORT (Reviewed) December 31, 2016 and 2017 CONTENTS PAGE INDEPENDENT ACCOUNTANTS' REVIEW REPORT 1 FINANCIAL STATEMENTS: Balance sheets 2-3 Statements of income and other comprehensive income (loss) 4 Statements of stockholders' equity 5 Statements of cash flows 6-7 Notes to financial statements 8-17 SUPPLEMENTARY INFORMATION: 18 Schedules of operations information Schedule I — Indirect expenses 19 Schedule II — General and administrative expenses 20 STATISTICAL DATA Comparative Financial Statistics 21 Comparative Financial Statistics Charts 22-24 ow Mir - Davis a Wojtysiak, LLC CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT ACCOUNTANTS' REVIEW REPORT To the Board of Directors and Stockholders The Robert Henry Corporation South Bend, Indiana We have reviewed the accompanying financial statements of The Robert Henry Corporation (an S corporation), which comprise the balance sheets as of December 31, 2018 and 2017, and the related statements of income and other comprehensive income (loss) and stockholders' equity and cash flows for the years then ended, and the related notes to the financial statements. A review includes primarily applying analytical procedures to management's financial data and making inquiries of Company management. A review is substantially less in scope than an audit, the objective of which is the expression of an opinion regarding the financial statements as a whole. Accordingly, we do not express such an opinion. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of the financial statements that are free from material misstatement whether due to fraud or error. Accountants' Responsibility Our responsibility is to conduct the reviews in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. Those standards require us to perform procedures to obtain limited assurance as a basis for reporting whether we are aware of any material modifications that should be made to the financial statements for them to be in accordance with accounting principles generally accepted in the United States of America. We believe that the results of our procedures provide a reasonable basis for our conclusion. Accountants' Conclusion Based on our reviews, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with accounting principles generally accepted in the United States of America. Supplementary Information The supplementary information included in the accompanying Schedules I and II is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information is the responsibility of management and was derived from, and relates directly to, the underlying accounting and other records used to prepare the financial statements. The supplementary information has been subjected to the review procedures applied in our review of the basic financial statements. We are not aware of any material modifications that should be made to the supplementary information. We have not audited the supplementary information and do not express an opinion on such information. Davis & Wojtysiak, LLC South Bend, Indiana March 8, 2019 L N w W G W N rx a� a 4a O W Co W0 IL 0zz N N W O}mCL 1- W W VOW G z Q O z_ i a) E cu z U a) O 0- m O a0 m 0 0 W m LU 2 c 0 E Q m cog 0 tf a) L 0 m H N E 7 z U L (D a) o d m 0 �- o �-2 op a m w� o = 0 n '0 0 Q W N m I 0LLJ m ca C n q/ m a o o := d CD ao T O N O CD L CL u I � rn rn rn E C C L a a a LL O �— N aL p MN ch 0� CL 'I �O L� M i o f EM JLO co � N coE C � 0UN C� 0) C�E .ELo QN �N N aJ oW0 E m rn (D ii � C 'Fa E o O Q) E a_ N r °o a j cn LL E 2 E � o z - Y O V V U) rn Co N (O N N E 0 ii a`) rn ns c cc U a) O CL a`) a c 0 w v 7 a) E ca z C d co co _U 7 d 0 m w L 0 46 0 U m 0 N N 4 c 0 CITY OF SOUTH BENDuuu MINORITY AND WOMEN BUSINESS ENTERPRISE DIVERSITY DEVELOPMENT PROGRAMI � FORM MWBE-2.0 EVIDENCE OF GOOD FAITH EFFORTS This completed form should be included as part of the Bids documents related to City of South Bend Public Works Projects requiring Good Faith Efforts to obtain MBE/WBE participation. It is the bidder's sole responsibility to verify whether any listed minority or woman business meets the qualifications of a Minority or Women's owned business as defined by the Indiana Department of Administration ("IDOA"). Project Number: Plnhook Park Pavilion Improvements Date: r. Project Name: 118-077B Bidder: The Robert Hen!y Corporation Contact Person: Ron Perry Telephone: 574-232-2091 Address: 404 S. Frances St. City: South Bend State: Indiana zip: 46624 Email: rperry@rober-thenrycorp.com To determine whether a bidder has demonstrated good faith efforts to reach the MBE/WBE utilization goals set forth in the City of South Bend Public Works Project Specifications, the City and its agencies, boards, or commissions, REQUIRE ALL of the following Good Faith Efforts as listed in the table below*: EVIDENCE OF GOOD FAITH EFFORTS MBE/WBE LIST(S): The bidder reviewed the City of South Bend's Minority and Women Business RP Enterprise Diversity Development Program, which uses the IDOA approved list of Minority and Women Owned Business as found on their website (http://www.in.gov/idoa). ACTION (ADVERTISE/CONTACT): In order for your bid to be deemed responsive, the City of South Bend requires that all perspective bidders complete no less than 2 of the following: 0Attend all pre -bid meetings scheduled by the City to inform MBE/WBEs of contracting and subcontracting opportunities. RP 2. Advertise in general circulation and/or trade association publications concerning subcontracting opportunities, and allow MBE/WBEs reasonable time to respond. �3 Perform any and all necessary steps to provide written notice in a manner reasonably calculated to inform MBE/WBEs of subcontracting opportunities and allowed sufficient time for them to participate effectively. 4. Utilize pre-existing services of available community organizations, small and/or disadvantaged business assistance offices and other organizations that provided assistance in the recruitment and placement of MBE/WBE firms. **Bidder must circle or otherwise notate which of the two (2) required actions were performed. GOOD FAITH NEGOTIATIONS: The bidder negotiated in good faith with interested MBE/WBEs, RP including providing such MBE/WBE's with adequate information about the plans, specifications and other requirements of the subcontract and did not reject MBE/WBEs as unqualified without sound business reasons based on a thorough investigation of their capabilities. RP SMALL CONTRACT(S): The bidder selected specific portions of the work to be performed by MBE/WBEs in order to increase the likelihood of meeting the MBE/WBE goals (including breaking down contracts into smaller units to facilitate MBE/WBE participation) CONTRACT RECORDS: The bidder has maintained the following records for each MBE/WBE that has RP bid on the subcontracting opportunity: 1. Name, address, and telephone number; 2. A description of information provided by the bidder or subcontractor; and 3. A statement of whether an agreement was reached, and if not, why not, including any reasons for concluding that the MBE/WBE was unqualified to perform the job. *Proper demonstration of Good Faith Effort requires your initials next to all of the above boxes. Any omissions shall be considered grounds for rejection of the bid by the Board of Public Works. The City of South Bend reserves the right to request additional information. Version 4/2/2019 Contractor's Bid for Public Works - 9 4',�4Y fly CITY OF SOUTH BEND,; MINORITY AND WOMEN BUSINESS ENTERPRISE DIVERSITY' DEVELOPMENT PROGRAM�� FORM MWBE-2.1 MBEIWBE CONTACTED This completed form should be supplied with Bids that pertain to City of South Bend Public Works Projects requiring contacted MBEIWBE to obtain Good Faith Efforts. It is the bidder's sole responsibility to verify whether any listed minority or woman business meets the qualifications of a Minority or Women's owned business. PAGE 1 OF 2 Pinhook Park Pavilion Project Number: Improvements MBENVBE Participation Goal Project Name: 118-077B Bidder: The Robert Henry Corporation By: Ron Perry, Project Manager November 26, 2019 (Signature) South Bend (Title) (Date) IItE BE Firm Kimble's Plumbing Owner or Contact at MBE/WBE Firm Telephone: 574-233-7402 Fax: Email: TYPE OF WORK SOLICITED FOR THIS PROJECT: Plumbin RESULTS OF CONTACT WITH THE MBE/WBE FIRM: Bidding GaBE Firm Commercial Painters Owner or Contact at MBE/WBE Firm Telephone: 269-925-4024 Fax: Email: TYPE OF WORK SOLICITED FOR THIS PROJECT: Painting RESULTS OF CONTACT WITH THE MBENVBE FIRM: Bidding Version 4/2/2019 Contractor's Bid for Public Works -10 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE DIVERSITYP ° DEVELOPMENT PROGRAMal FORM MWBE-2.1 MBE/WBE CONTACTED° This completed form should be supplied with Bids that pertain to City of South Bend Public Works Projects requiring contacted MBE/WBE to obtain Good Faith Efforts. It is the bidder's sole responsibility to verify whether any listed minority or woman business meets the qualifications of a Minority or Women's owned business. PAGE 2 OF 2 Pinhook Park Pavilion Project Number: Im rovements MBE/WBE Participation Goal Project Name: 118-077B Bidder: The Robert Henry Corporation By: Ron Perry, Project Manager November 26, 2019 (Signature) South Bend (Title) (Date) MB BE Firm Creative Custom Finishes Owner or Contact at MBE/WBE Firm Telephone: 574-806-0334 Fax: Email: TYPE OF WORK SOLICITED FOR THIS PROJECT: Painting RESULTS OF CONTACT WITH THE MBE/WBE FIRM: No Answer MB rWBE irm Stallion Flooring Owner or Contact at MBE/WBE Firm Telephone: 219-762-3959 Fax: Email: TYPE OF WORK SOLICITED FOR THIS PROJECT: Floo RESULTS OF CONTACT WITH THE MBE/WBE FIRM: Version 4/2/2019 Contractor's Bid for Public Works - 10 Fidelity & Deposit Company of Maryland Document A31OTM - 2010 Conforms with The American Institute of Architects AIA Document 310 Bid Bond CONTRACTOR: SURETY: (Name, legal status and address) (Name, legal status and principal place of business) The Robert Henry Corporation Fidelity and Deposit Company of Maryland PO Box 1407 1299 Zurich Way South Bend, IN 46624-1407 Schaumburg, IL 60196-5870 This document has important legal consequences. Mailing Address for Notices Consultation with an attorney is OWNER: encouraged with respect to its (Name, legal status and address) completion or modification. City of South Bend, Board of Public Works to Cnty/Cty Building, Rm 1316, 27 W Jefferson Blvd. Any singular reference Contractor, Surety, Owner or South Bend, IN 46601-1830 other party shall be considered plural where applicable. BOND AMOUNT: *"" Five Percent (5%) of the Accompanying Bid " PROJECT: (Name, location or address, and Project number, if any) Pinhook Park Pavilion Improvements, Project No. 18-077B, 2801 Riverside Drive, South Bend, IN The Contractor and Surety are bound to the Owner in the amount set forth above, for the payment of which the Contractor and Surety bind themselves, their heirs, executors, administrators, successors and assigns, jointly and severally, as provided herein. The conditions of this Bond are such that if the Owner accepts the bid of the Contractor within the time specified in the bid documents, or within such time period as may be agreed to by the Owner and Contractor, and the Contractor either (1) enters into a contract with the Owner in accordance with the terms of such bid, and gives such bond or bonds as may be specified in the bidding or Contract Documents, with a surety admitted in the jurisdiction of the Project and otherwise acceptable to the Owner, for the faithful performance of such Contract and for the prompt payment of labor and material furnished in the prosecution thereof, or (2) pays to the Owner the difference, not to exceed the amount of this Bond, between the amount specified in said bid and such larger amount for which the Owner may in good faith contract with another parry to perform the work covered by said bid, then this obligation shall be null and void, otherwise to remain in full force and effect. The Surety hereby waives any notice of an agreement between the Owner and Contractor to extend the time in which the Owner may accept the bid. Waiver of notice by the Surety shall not apply to any extension exceeding sixty (60) days in the aggregate beyond the time for acceptance of bids specified in the bid documents, and the Owner and Contractor shall obtain the Surety's consent for an extension beyond sixty (60) days. If this Bond is issued in connection with a subcontractor's bid to a Contractor, the term Contractor in this Bond shall be deemed to be Subcontractor and the term Owner shall be deemed to be Contractor. When this Bond has been furnished to comply with a statutory or other legal requirement in the location of the Project, any provision in this Bond conflicting with said statutory or legal requirement shall be deemed deleted herefrom and provisions conforming to such statutory or other legal requirement shall be deemed incorporated herein. When so furnished, the intent is that this Bond shall be construed as a statutory bond and not as a common law bond. Signed and sealed this 26th day of November , 2019 The Robert Henry Corporation (Principal) (Seal) (Witness) (Title) Fidelity and Deposit Company of Maryland (Surety) _-.—....._.... _ .. �......,. (Witness) (Title) David A Linthicum, Attorney -in -Fact LMS-10054 08/10 PART II — SECTION I — EXPERIENCE QUESTIONNAIRE 1. Completed projects for the period of one (1) year prior to the date of the current bid: COMPLETE CUSTOMER JOB NAME CONTRACT May-19 University Of Notre Dame Melander, Warren Center & G1&2 $2,369,700 Jun-19 .�.... Menards .�.._�....... ........�.....-.-....__ ........_._. Menards Elkhart Fixturing $863,985 Jul-19 Gurley Leep Automotive Group Collision Center Renovations $91,750 Jul-19 City Of South Bend SB VPA Maint. Storage Building $388,984 Oct-19 Sinclair Recreation, LLC Sidewalk at Play Area $10,078 2. Public works projects currently in process: COMPLETE CUSTOMER .. ........ ........ ...... JOB NAME CONTRACT In Progress C&E Excavating, Inc. Mishawaka Ironworks - Phase 1 $673,768 In Progress Town Of Shipshewana Shipshewana Public Restroom $544,500 In Progress Washington Square Development Liberty Tower Exterior Renovation $137,073 3. Have you ever failed to complete work awarded to you? No 4. References from private firms for which you have performed work: CUSTOMER CONTACT PHONE ....................._..............................................m.......... St. Matthew's Cathedral Father Michael Heintz 574-289-5539 St. Joseph Regional Medical Center Mr. Jack Wilks 574-335-1487 Gurley Leep Addition & Remodel Pat Kelly 574-272-2802 PART II — SECTION II — PLAN AND EQUIPMENT QUESTIONNAIRE 1. A detailed quantity survey has been made from the contract plans and specifications. Sufficient manpower is available to begin work 10 days to 2 weeks after Notice of Award. We anticipate completion per plans and specifications. 2. A list of subcontractors will be provided within 24 hours of Notice of Award, 3. A list of subcontractors will be provided within 24 hours of Notice of Award. It is not anticipated that a bond will be required from subcontractors. 4. All required equipment will be provided for this project. 5. Yes M ATTN: Ron Perry The Robert Henry Corporation PO Box 1407 South Bend, IN 46624-1407 55 Monument Circle, Ste 500 Indianapolis, IN 46204-5911 (317) 639-5679 ♦ Fax (317) 639-6910 Ill.tcuiid Dpai tuCcunlll1 E! riiim BID DATE: 11 /26/2019 OWNER: City of South Bend PROJECT: Pinhook Park Pavilion Improvements, Project No. 18-077B, 2801 Riverside Drive, South Bend, IN The bonding company requires bid results to be provided for their files. As soon as possible after the bid opening, please complete this form and return it to our bond department via e-mail to . There is no need to mail bid results to our office. Thank you! BID RESULT SHEET CONTRACTOR BID AMOUNT LOW $ 2nd $ 3 rd $ Y ( °° ): i mount �Ilh ur.u����iln I'i�:,:� I;:v�; $ Private Bid Opening (no results available) We must receive your bid amount, even for private bid openings IF YOU ARE LOW BIDDER (or might receive contract award):: Approximate start date: /............../..... Contract award expected by NOTES regarding this bid (if any): 1316 COuNTY-CITY BuILuNo 227 W. JEFFERSON BOULEVARD SOUTH BEND. INDIANA46601-I830 CITY OF SOUTH BEND PETIT• BUTTIGIEG, MAYOR ]BOARD OF PUBLIC WORKS September 5, 2018 Mr. Stephen Henry The-Robert-Hem-y-Corporation- -- 404 S. Frances Street South Bend, IN 46617 RE: Pre -Qualification Verification Dear Mr. Henry: PHONE 5741235-9251 FAX 574/235-9171 r This letter serves as verification of Pre -Qualification status of your company for bidding with the City of South Bead. This Pre -Qualification status is effective for twelve (12) months from the date of this letter. Thereafter you are required to re -submit a complete application for continuation of pre -qualification status prior to December 31 for the upcoming calendar year. A copy of this Verification Letter must be included with every bid exceeding $150,000 submitted to the City of South Bend Board of Public Works, along with your Pre -Qualified Bidder Checklist and attachments. If you have any further questions regarding this matter, please call this office at (574) 235-9251. Sincerely, Litada M. ]Martin, Clerk GARY A. GaoT DAv1n P. RELos Eu ABETH A. MARADIK JAuEs A. MUELLER 'IHERESE J. DoRAU I. PRE -QUALIFIED BIDDER CHECKLIST (a) Acknowledgements: (i) V By checking this box, I hereby acknowledge that I am a pre -qualified bidder with the City of South Bend and that I have met the pre -qualification requirements within the last twelve (12) months. A copy of my Pre -Qualification verification letter is attached. (ii) V By checking this box, I hereby acknowledge that the City reserves the right to request supplemental information, additional verification of any information provided by me, and may also conduct random inquiries of my current and prior customers. (b) Attachments: (i) Indiana Secretary of State's on-line records (ie. Business verification) dated within sixty (60) days of the submission of said document showing that business is in existence, current with the Indiana Secretary of State's Business Entity Report, and eligible for a certificate of good standing. (Not applicable to individuals, sole proprietors or partnerships). Statement on staffing capabilities, including labor sources. This statement indicates and ensures I have sufficient employees on staff to complete the work. It outlines how I intend to meet the staffing needs of the work. Evidence that I am utilizing a surety company which is on the United States Department of Treasury's Listing of Approved Sureties as required in the bid specifications or contract. (iv) List of projects of similar size and scope of work performed in all areas, including the State of Indiana, within the last three (3) years. (v) V For every project, submit evidence of participation in apprenticeship and training programs, applicable to the work to be performed on the project, which are approved by and registered with the United States Department of Labor's Office of Apprenticeship, or its successor organization. Version 3/19/2019 General Conditions - 8 Business Name: THE ROBERT HENRY CORPORATION Entity Type: Domestic For -Profit Corporation Creation Date: 08/01/1974 Principal Office Address: 404 S Frances Street, South Bend, IN, 46624, InSA Jurisdiction of Formation: Indiana Title Name Address BUSINESS INFORMATION CONNIE LAWSON INDIANA SECRETARY OF STATE 11/22/2019 09:13 AM Business ID: 197408-008 Business Status: Active Inactive Date: Expiration Date: Perpetual Business Entity Report Due 08/31/2020 Date: Years Due: President STEPHEN R HENRY 15524 HEARTHSTONE DRIVE, MISHAWAKA, IIN, 46545,,, USA Type: Individual Name: STEPHEN HENRY Address: 404 S FRANCES ST, SOUTH BEND, IN, 46617 - 0000, USA Building and Utility Contractors November 26, 2019 To whom it may concern: Per the Pre -Qualified Bidder Checklist (b) (ii) — The Robert Henry Corporation has the staffing capabilities, including the labor resources, necessary to complete the project on time. We will utilize workers from the local union hall or from our existing workforce. Sincerely, THE R ERT HENRY CORPORATION en Hen President 404 South Frances Street • P.O. Box 1407 • South Bend, Indiana 46624 www.roberthenrycorp.com • Tel. 574-232-2091 • Fax 574-232-3979 11/22/2019 Surety Bonds - List of Certified Companies �)UKt: I Y C,T/: AL, AN, AL, AK, l.A, l-U, l-I, Ut, Ul-, I-L, 1,3A, UU, r11, IU, IL, 1N, IA, KJ, KY, LA, ME, MD, MA, MI, MN, MS, MO, MP, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, VI, WA, WV, WI, WY. INCORPORATED IN: Indiana, FEDERATED MUTUAL INSURANCE COMPANY (NAIC #13935) BUSINESS ADDRESS: 121 EAST PARK SQUARE, OWATONNA, MN 55060. PHONE: (507) 455-5200. UNDERWRITING LIMITATION b/: $346,382,000. SURETY LICENSES c,f/: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. INCORPORATED IN: Minnesota. I:::ideliiity and 11[)eposk Company f Maryland (NAIC #39306)/ BUSINESS ADDRESS: 1299 ZURICH WAY, 5TH FLOOR, SCHAUMBURG, IL 60196 - 1056. PHONE: (847) 605-6000. UNDERWRITING LIMITATION b/: $27,371,000. SURETY LICENSES c,f/: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MP, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, VI, WA, WV, WI, WY. INCORPORATED IN: Illinois. FIDELITY AND GUARANTY INSURANCE COMPANY (NAIC #35386) BUSINESS ADDRESS: One Tower Square, Hartford, CT 06183. PHONE: (860) 277-0111. UNDERWRITING LIMITATION b/: $1,814,000. SURETY LICENSES c,f/: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. INCORPORATED IN: Iowa. https://fiiscal.treasury.gov/surety-bonds/list-certified-companies.html#f 28/86 Building and Utility Contractors November 26, 2019 To whom it may concern: Per the Pre -Qualified Bidder Checklist (b) (iv) — Following is a list of projects of similar size & scope of work performed within the last three (3) years. COMPLETE CUSTOMER JOB NAME CONTRACT May-19 University Of Notre Dame Melander, Warren Center & G1&2 $2,369,700 Jun-19 ...._..............._....................... Menards ................. _ _ ............... Menards Elkhart Fixturing $863,985 Jul-19 Gurley Leep Automotive Group Collision Center Renovations $91,750 Jul-19 City Of South Bend SB VPA Maint. Storage Building $388,984 Oct-19 Sinclair Recreation, LLC Sidewalk at Play Area $10,078 Sincerely, qTHERRT HENRYCORPORATION . Henry President 404 South Frances Street • P.O. Box 1407 • South Bend, Indiana 46624 www.roberthenrycorp.com • Tel. 574-232-2091 • Fax 574-232-3979 Plasterers' & Cement MwonW Apprentice Coordinator Of Local Union #692 Phone 317-508-1609 PAX 317-9724907 Email hansea@plcMfoca1692.org e m" TO WHOM IT MAY CONCERN, AUGUST 23, 2018 THIS LETTER IS TO CERTIFY THAT ROBERT HENRY CORP. HAS BEEN A SIGNATORY UNION CONTRACTOR WITH THE PLASTERERS' AND CEMENT MASONS' JOINT APPRENTICESHIP TRAINING PROGRAM OF LOCAL 692, FOR AT LEAST THE LAST FIVE YEARS, AND IS IN GOOD STANDING. THEY HAVE A SIGNED CONTRACT WITH LOCAL 692 AND IS ELIGIBLE TO USE UNION PLASTERERS' APPRENTICES AND UNION CEMENT MASONS' APPRENTICES. THROUGH THIS CONTRACT AND OTHERS, THE FINANCIAL OBLIGATIONS OFTRAINING AND SAFETY ISSUES ARE MET. ALL OF THE APPRENTICES ARE REGISTERED WITH THE UNITED STATES DEPARTMENT OF LABOR, BUREAU OF APPRENTICESHIP AND TRAINING. SINCERELY, PAT HANSEN APPRENTICESHIP COORDINATOR FOR LOCAL 692 220 N. Fulton St. Indianapolis, IN 46202 U.S. Department of Labor 46 East Ohio St. — Room 511 Indianapolis, IN 46204 OFFICE OF APPRENTICESHIP Employment and Training Administration Mr. Pat Hansen, Coordinator Plasterers & Cement Masons Local #692 JATC (mailing)220 N. Fulton Street, Indianapolis, rN 46202 (school) 9200 Louisiana Street— Merrillville, IN 46410 Re: EEO Compliance Review (and Quality Assessment) Dear Mr. Hansen: Phone: 317/226-7001 Fax: 3171226-7015 Our recent EEO Compliance Review (and Quality Assessment) of your registered apprenticeship program, Plasterers & Cement Masons Local #692 JATC was conducted on April 11, 2017 and October 5, 2016. This review covered the time period 08/15/2015 (date of your last review) through 10/04/2016. We are writing to inform you that our office found no apparent violations of the requirements governing registered apprenticeship programs as set forth in regulations at 29 CFR Part 29, "Labor Standards for the Registration of Apprenticeship Programs," and Part 30, "Equal Employment Opportunity in Apprenticeship and Training." Based on our review, it appears that your apprenticeship program is making good faith efforts to comply with the requirements of 29 CFR Parts 29 and 30. We note, however, that despite these efforts, there exists underutilization of women and minorities in your apprenticeship program and skilled workforce, including journeyworkers. Please be aware that Plasterers & Cement Masons Local #692 JATC remains under an obligation, pursuant to the regulations at 29 CFR Part 30 to continue with its good faith efforts to increase participation of women in its Registered Apprenticeship program. We sincerely appreciate the cooperation and courtesies extended by you and your office to the Department of Labor while we conducted the compliance review. If you have any questions or concerns, please do not hesitate to call. I can be reached at (317) 226- 7003. n ly, John Delgado State Director cc: Kathleen Sokolowski, ATR NNW Q • ts3 ��. W ,cat F— d Qw o � a 0 la. i a O d v d , I MUM4 LABORERS' TRAtNING TRUST FUND David A. F}ye Seerd 7)"Sur r J&VJ. Balk Chris L. Guerrero Ricky Henson, Jr. Ramon Mendoza, Jr. Roberts Wright F.O. Box 758 - Bedford, Indiana 47421 (812) 279-9751 August 23, 2018 To Whom It May Concern: Sean Cookley, D&wfor John P. Brown Chairman Kelly Abel Brad Dreibelbis Michael Ferrara &an Meyer Jim Wiseman FAX: (912) 279-5545 This letter is to confirm that "Robert Henry Corp." is a signatory cantraetor in good standing with the Indiana Laborers' Training Trust bind. The above mentioned company is a participant in the Joint Apprenticeship and Training Committee tbrough this Union and has been an active participant in good Wilding for each of the past five plus consecutive years, and is currently eligible to use our appmAices on a project. Further, our or tion!s program is approved by the U.S. Veterans Administration to participate in the GI educational benefits program. A copy of our approval letters are attached along with the collective bargaining agreement stating the ratios of Journey workers to Apprentices; which is one (1) Apywafice for every five (5) Journey workers and thereafter may not employ more that (1) Apprentice for every (3) Journey workers. Sincerely, Sean Coakley, Director SC:dc 4.= www.indianalaborerstra'ming*.org t Fri 1w T to 47, 1' o k u a r9. , Allmor H� n.