HomeMy WebLinkAboutOpening of Bids - The Hill TIF Project – Site Work Proj No. 123-030 - Robert Henry Corp.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, JAMES MUELLER, MAYOR
BOARD OF PUBLIC WORKS
Date: May 2, 2023
To: All Planholders
From Theresa Heffner, Clerk, Board of Public Works
Subject Addendum Number: 1
Project Name:
`The Hill' TIF Project — Site Work
Project Number: 123-030
ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM
Date Received: 05/02/2023
This addendum is being forwarded to you for the above referenced project.
Please sign below and acknowledge receipt of this Addendum
by including with your electronic bid submission.
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: The Robert Henry Corporation
Authorized Signature:
Date: 05/09/2023
Version 8/11/2020
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, JAWS MUELLER, MAYOR
BOARD OF PUBLIC WORKS
Date: May 5, 2023
To: All Planholders
From Theresa Heffner, Clerk, Board of Public Works
Subject Addendum Number: 2
Project Name:
Project Number:
'The Hill' TIF Project — Site Work
123-030
ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM
Date Received: 05/05/2023
This addendum is being forwarded to you for the above referenced project.
Please sign below and acknowledge receipt of this Addendum
by including with your electronic bid submission.
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: The Robert
Authorized Signature:
Date: 05/09/2023
Version 8/11/2020
CITY OF SOUTH BEND, INDIANA
CONTRACTOR'S BID FOR PUBLIC WORK
RESPONSIBLE BIDDER CHECKLIST
Project Name `The Hill' TIF Project —Site Work
Project No. 123-030
For Bids Due Tuesday, May 9, 2023 @ 9:00 AM EDT
Contractor Name: The Robert Henry Corporation
The City seeks to enhance its ability to identify responsive and responsible bidders on all City public works
projects by institution of comprehensive submission requirements in compliance with State law. Quality
workmanship, efficient operation, safety, and timely completion of projects requires that all bidders meet
certain minimum requirements to be responsive and responsible bidders.
THIS FORM MUST BE SUBMITTED WITH YOUR BID.
INSTRUCTIONS:
If you are a pre -qualified bidder, complete Section I only.
If you are not a pre -qualified bidder, complete Section II only.
Section II acts as an application for pre -qualification. Submission of Section II will allow the bidder to be
considered for pre -qualification for bids with the City of South Bend Department of Public Works. Pre -
qualified bidders will then be exempt from a portion of the submission requirements outlined in Section 6-
63 of The Responsible Bidding Ordinance No. 10594-18 (hereinafter, "Responsible Bidding Ordinance")
for a period of twelve (12) months.
Thereafter, contractors who are pre -qualified must submit a complete application for continuation of "pre -
qualified" standing, on a form provided by the City ("Responsible Bidder Checklist (1) Pre -Qualified
Bidders") by December 31st for the upcoming calendar year, or within twelve (12) months of obtaining pre -
qualified standing. If the status of any item changes within the twelve (12) months, it is the responsibility of
the contractor to notify the City. Failure by any pre -qualified contractor to submit its complete application
for continuation of "pre -qualified" standing within the time prescribed above shall result in automatic removal
of the designation, effective January 1 of the following year, or immediately following the twelve (12) months
of pre -qualified standing.
However, the "removed" contractor or subcontractor shall still be permitted to bid on City public works
projects, though the contractor must submit all required documents under 6-63 until "pre -qualified" status
is re-established.
Please Note: The City reserves the right to request supplemental information from the bidder,
additional verification of any information provided by the bidder, and may also conduct random
inquiries of the bidder's current and previous customers regardless of pre -qualified standing.
It is the sole responsibility of the potential bidder to comply with all submission requirements applicable to
the bidder in Section 6-63 of the Responsible Bidding Ordinance no later than the date of the public bid
opening.
Version 02/23/2022 General Conditions - 10
POST BID SUBMISSIONS:
Post -bid submissions must be submitted in accordance with Section 6-64 of the Responsible Bidding
Ordinance. The post -bid submission requirements are as follows:
1. All bidders shall collect, maintain, and provide upon request, a current written list that discloses the
name, address, licensing status, and type of work for any subcontractor from whom the bidder has
accepted a bid and/or intends to hire on any part of the public work project, including individuals
performing work as independent contractors.
2. Each subcontractor, whose portion of the project is estimated to be at least one -hundred fifty
thousand dollars ($150,000.00), shall be required to adhere to the requirements of Section I of the
Responsible Bidder Ordinance as though it were bidding directly to the City, except that the
subcontractor shall submit the required information (including the name, address, and type of work)
to the successful bidder prior to the commencement of work.
3. Failure of a subcontractor to submit the required information shall not disqualify the successful
bidder from performing work on the project and shall not constitute a contractual default and/or
breach by the successful bidder. However, the City may withhold all payment otherwise due for
work performed by a subcontractor, until the subcontractor submits the required information and
the City approves such information.
4. The disclosure of a subcontractor list ("Disclosed Subcontractor(s)") to the City by a bidder shall
not create any rights in the Disclosed Subcontractor(s). Thus, a bidder may substitute another
subcontractor for a Disclosed Subcontractor by giving the City, upon request, written notice of the
name, address, licensing status, and type of work of the substitute subcontractor.
5. The successful bidder and all subcontractors on a public works project are required to submit
certified payroll utilizing the federal form known as WH-347 or a similar form on a bi-weekly basis,
submitted within 10 days after the end of each bi-weekly payroll period. Certified payrolls shall
identify the job title and craft for each employee. Certified payrolls shall be submitted
electronically.
Please Note: Submissions deemed inadequate, incomplete, or untimely by the City may result in
the automatic disqualification of the bid.
The City, after review of complete and timely submissions, shall, in its sole discretion, after taking into
account all information in the submission requirements, determine whether a bidder is responsive and
responsible, and provide a Pre -Qualification Verification Letter. The City specifically reserves the right to
utilize all information provided in the contractor's submission and any information obtained by the City
through its own independent verification of the information provided by the contractor.
Version 02/23/2022 General Conditions - 11
I. PRE -QUALIFIED BIDDER CHECKLIST
(a) Acknowledgements:
(i) X 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) X 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) X 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).
(ii) X 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.
(iii) X 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.
(iv) X 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 02/23/2022 General Conditions - 12
II. PRE -QUALIFICATION CHECKLIST (FOR BIDDERS THAT ARE NOT PRE -QUALIFIED)
(a) Acknowledgements:
(i) _ By checking this box, I hereby acknowledge that I am not a pre -qualified bidder
with the City of South Bend.
(ii) By checking this box, I hereby acknowledge that the City reserves the right to
request supplemental information, additional verification of any information
provided, and may also conduct random inquiries of my current and prior
customers. The City reserved the right to utilize all information provided in this
submission and all information obtained in inquiries or requests to determine if a
bidder is responsive and responsible. Additionally, I acknowledge that all
information provided to the City shall be regarded as public records.
(iii) _ By checking this box, I hereby acknowledge that copies of all Applicable
apprenticeship certificates or standards for training programs applicable to the
work performed on the project may be requested at any time and shall be furnished
upon request.
(iv) _ By checking this box, I hereby acknowledge and ensure that I and all sub-
contractors, from whom I have accepted a bid and/or intend to hire to perform work
on the public work project, are properly licensed. Furthermore, I acknowledge my
understanding that it is my responsibility to ensure that all sub -contractors have
the necessary licenses to undertake the work called for in this bid. If a sub-
contractor loses their license at any point, it is the responsibility of that sub-
contractor to notify the City.
(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).
(ii) _
List identifying all former business names.
(iii) _
Any determinations by a court or governmental agency any violations of federal
state, or local laws including, but not limited to, violations of contracting or antitrust
laws, tax or licensing laws, environmental laws, Occupational Safety and Health
Act (OSHA), or federal Davis -Bacon and related Acts, within the preceding five (5)
years.
(iv)
Statement about staffing capabilities, including labor sources. This statement
indicates and ensures I have sufficient employees on staff to complete the work I
am bidding on OR outlines how I intend to meet the staffing needs of the work.
(v)
Statement that individuals who will perform work on the public work project on my
behalf will be properly classified as an employee or as an independent contractor
under all applicable state and federal laws and local ordinances.
(vi)
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.
(vii) _
Copy of a written plan for employee drug testing that covers all of my employees
who will perform work on the public work project and meets or exceeds the
requirements set forth in IC 4-13-18-5 or IC 4-13-18-6.
(viii) _
Evidence that I am utilizing a surety company which is on the Bureau of Fiscal
Service "Department of Treasury's Listing of Approved Sureties" as required in the
bid specifications or contract.
Version 02/23/2022 General Conditions - 13
(ix) _ Written statement of any federal, state or local tax liens or tax delinquencies owed
to any federal, state or local taxing body in the preceding three years.
(i) _ List of projects of similar size and scope of work performed in all areas, including
the State of Indiana, within three (3) years prior to the date on which the bid is due.
Date: May 9th, 2023
Zne=� tZ4
(Sign Here)
Brian S. Henry, President
(Print Name Here)
The Robert Henry Corporation
(Name of Company)
404 S Frances St
(Address of Company)
South Bend
(City)
Indiana
(State)
574-232-2091
(Telephone Number)
Version 02/23/2022 General Conditions - 14
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CITY OF SOUTH BEND, INDIANA
CONTRACTOR'S BID FOR PUBLIC WORK
CHECKLIST FOR BIDDERS
Project Name `The Hill' TIF Project —Site Work
Project No. 123-030
For Bids Due Tuesday, May 9, 2023 @ 9:00 AM EDT
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
X or Bid Bond.
Bid prepared on the City of South Bend Contractor's Bid for Public Work Form, completely
St. executed.
Contractor's Non -Collusion and Non -Debarment Affidavit, Certification Regarding Investments
with Iran, Employment Eligibility Verification, Non -Discrimination Commitment, and
X Certification of use of United States Steel Products or Foundry Products.
Proof of M/WBE Utilization Plans [MBE-1.0 and WBE-1.0]. Also provide Evidence of Good
Faith Efforts Forms [MBE-2.0 and WBE-2.0] and M/WBE Contacted Forms [MBE-2.1 and
X WBE-2.1].
X Acknowledge Receipt of 2 Addendum(s) included with the bid.
X All required additional information is included with the bid.
_Proposal statements and other affidavits all signed by the, proper party with:name either
X printed or typed underneath signature. _
X . -. 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 Robert Henry Corporation Date: May 9th, 2023
By Authorized
Signature:
Print Name & Title: Brian S
Version 09/29/2021 Contractor's Bid for Public Works -1
CITY OF SOUTH BEND, INDIANA
CONTRACTOR'S BID FOR PUBLIC WORK
Project Name
Project No.
For Bids Due
Date:
Address:
City/State/Zip
'The Hill' TIF Project -Site Work
123-030
Tuesday, May 9, 2023 @ 9:00 AM EDT via email to BPWbids@southbendin.gov
PART I
(Must be completed for all bids. Please type or print)
May 9th, 2023 Bidder (Firm): The Robert Henry Corporation
404 S Frances St
South Bend
Telephone Number: ( 574 y 232-2091
Agent of Bidder (if Applicable): Rob Kuntz
Pursuant to notices given, the undersigned offers to furnish labor and/or material necessary to complete the
public works project of:
Site Work for'The HIII' TIF proiect located at 511 N. Notre Dame Avenue
the City of South Bend, Indiana, in accordance with plans and specifications prepared by:
Danch. Harper & Associates. Inc.
and dated April 14, 2023 for the sum of (enter the Total Bid as shown on the Proposal)
Six hundred fifty thousand dollars ($ 650.000.00
(Enter sum of Total Base Bid plus Alternates shown on Proposal) (Numerical)
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 of South Bend. If the bid is to be awarded on a unit
basis, the itemization of the units shall be shown ose crate attachment.
By
(Signature)
Brian S. Henfv. resident
(Printed Name of Person Signing)
The above bid is accepted_t_h_i;;_ _ .
Subject to the following conditions:
BOARD OF PUBLIC WORKS
Elizabeth A. Maradik, President
Gary A. Gilot, Member
ACCEPTANCE
-day of
- 20-
Joseph R. Molnar, Vice President
Jordan V. Gathers, Member
Murray L. Miller, Member Attest: Theresa Heffner, Clerk
Version 09/29/2021 Contractor's Bid for Public Works - 2
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
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
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
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 09/29/2021 Contractor's Bid for Public Works - 3
THE R OBER T HENRY CORPORATION
Building and Utility Contractors
PART II — SECTION I — EXPERIENCE QUESTIONNAIRE
4. List references from private firms for which you have performed work.
NAME
COMPANY
PHONE
Pat Kelly
Gurley Leep
(574) 272-2002
Steve Sewell
Siemens Healthcare
(346) 213-8149
Nicole Read
St. Joseph Regional Medical Center
(574) 335-3901
Erik Fiskars
Lighthouse Point Condo Association
(269) 428-7400
Daryn Lariego
Gilbane Building Company
(773) 329-6835
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
404 South Frances Street • P.O. Box 1407 • South Bend, Indiana 46624
www.roberthenrycorp.com • Tel. 574-232-2091 • Fax 574-232-3979
0
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)
Eq
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.
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.
Version 09/29/2021 Contractor's Bid for Public Works - 4
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, firms, partnerships, corporations, associations, or joint venturers 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 contract or employment, or any matter directly or indirectly related to contracting
or employment because of race, sex, religion, color, national origin, ancestry, gender expression, gender
identity, sexual orientation, or due to age 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 will consider the Contractor's good faith efforts to obtain participation by those
subcontractors 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.
Contractors seeking the award of a City contract cannot be required to award a subcontract to an MWBE;
however, they may not unlawfully discriminate against said MBE/WBE. On goal -eligible contracts,
Contractors are required to either meet both MBE and WBE utilization goals or demonstrate that the
Contractor has made good faith efforts to obtain participation from MBE and WBE subcontractors. A finding
of noncompliance or a discriminatory practice shall prohibit that Contractor 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 to 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 09/29/2021 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 9th day of May 20 23
Subscribed and sworn to before me this 9th
My Commission Expires d e 4 iG q� L(
County of Residence
The Robert Henry Corporation
Contr tor/Didde (Firm)
Signature of Contrac r/Bidder or Its Agent
Brian S. Henry, President
Printed Name and Title
day of Ma 20 23
Notary Public
P& VAN NUSSBAUM
SEAL Notary Public
* St. Joseph County, State of Indiana
�---- Commission Expires Oct. 16, 2C77
Version 09/29/2021 Contractor's Bid for Public Works - 6
Project Name:
Project Number:
For Bids Due:
Contractor Name:
BASE BID
BID/PROPOSAL u r
CITY OF SOUTH BEND
'The Hill' TIF Project — Site Work'
123-030
Tuesday, May 9, 2023 @ 9:00 AM EDT
The Robert Henry Corporation
Item
No.
Description
Quantity
Unit
Unit Price
Total Amount
1
Lump Sum price to perform all site work
1
LSUM
$645
as indicated on Plans
,500.00
$645,500.00
2
Landscape Lighting Allowance
1
EA
$4,500
$4,500
BASE BID TOTAL $650,000.00
DEDUCT ALTERNATES
Item
No.
Description
Quantity
Unit
Unit Price
Total Amount
1
Provide deduct price to remove Asphalt
1
LSUM
$7,130.00
$7,130.00
Sealingand Striping from Bid
2
Provide deduct price to remove
1
LSUM
$4,000.00
$4,000.00
Foundation Plantings
3
Provide deduct price to remove Gravel
1
LSUM
$4,000.00
$4,000.00
Drive
Bidder (Firm): The Robert Henry Corporation
Address: 404 S Frances St
City/State/Zip: South Bend, IN 46617 Telephone Number: ( 574 ) 232-2091
B
Y
(Signature)
Brian S. Henry, President
(Printed Name of Person Signing)
Version 09/29/2021 Contractor's Bid for Public Works - 7
yx,rir
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM MBE-1.0
MBE UTILIZATION PLAN
This completed form should be supplied with Bids that pertain to City of South Bend Public Works Projects Involving MBE participation. It Is
the bidder's sole responsibility to verify whether any listed minority -owned business meets the MBE qualifications.
Project Number: 123-030 Project Name: 'The Hill' TIF P act — Site Work
Bidder: The Robert Henry Corporation Total Bid Amount: $650,000.00 MBE Goal: 2.0%
Name S, Address of MBE
1 st Class Logistics
2213 St Charles Ave
South Bend. IN 46614
Primary Contact Person
(Name/Telephone)
Bernard Coutee
Page 1 of
Scope of Work to be Performed Dollar Amount of MBE Percentage
(Attach scope/schedule if you need additional space) Component Of Total
BidlPro set
Trucking
574-993-0071
$15,000.00 12.31 %
Submitted by: Brian S. Henry, President i�� May 91h, 2023
Print Name Signature Date
Version 09/29l2021 Contractor's Bid for Public Works - 8
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM WBE-1.0
WBE UTILIZATION PLAN
This completed form should be supplied with Bids that pertain to City of South Bend Public Works Projects involving WBE participation. It Is
the bidder's sole responsibility to verify whether any listed woman -owned business meets the WBE qualifications.
Project Number: 123-030 Project Name: 'The Hill' TIF Project — Site Work
Bidder: The Robert Henry Corporation Total Bid Amount: $650,000.00 WBE Goal: 4.9%
Page 1 of
Name 8 Address of WBE
Primary Contact Person
(Name/Telephone)
Scope of Work to be Performed
(Attach scopeischedule If you need additional space)
Dollar Amount of WBE
Component
Percentage
of Total
SicVPrcposal
Ritschard Bros Inc.
1204 W SamDle St
South Bend. IN 46619
Don Ritschard
574-288-4777
Excavation and site utilities
$303,468
46.68%
Submitted by: Brian S. Henry, President May 91h, 2023
Print Name Signature Date
Version 09i2912021 Contractor's Bid for Public Works - 9
CITY OF SOUTH BEND 1@
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN b��A PLACE arA
FORM MBE-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 participation.
Project Number: 123-030 Date: May 9th, 2023
Project Name: `The HIII' TIF Project —Site Work
Bidder: The Robert Henry Corporation
Contact Person: Rob Kuntz Telephone: 574-232-2091
Address: 404 S Frances St
City: South Bend State: Indiana Zip: 46617
Email: bids@roberthenrycorp.com
To determine whether a bidder has demonstrated good faith efforts to reach the MBE 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 LIST(S): The bidder reviewed 1) the City of South Bend's Minority and Women Business Enterprise
Inclusion Program Plan; 2) the list of certified MWBEs provided by the City; and 3) the Indiana Department
of Administration list of Minority and Women Owned Businesses (both certified and non -certified) found
at: htt-//www.in.aov/idoa/.
GOOD FAITH EFFORTS TO OBTAIN MBE PARTICIPATION
The bidder shall initial each item below, as evidence of its good faith efforts to obtain MBE participation
in the awarded contract.
I affirm that I reviewed the City of South Bend's Minority and Women Business Enterprise
Inclusion Program Plan and the Indiana Department of Administration's certified list of
2 ✓
t
Indiana Minority and Women Business Enterprises, found on their website
(http://www.in.gov/idoa).
I affirm that I have made good faith efforts to select portions of the contract work to be
(1
performed by MWBEs, including, where appropriate, breaking out contract work items into
economically feasible units to facilitate MBE participation.
.,
I affirm that I have made good faith efforts to solicit through all reasonable and available
the interest MBEs in the work of the contract.
means of all scopes of
2
I affirm that I attended all pre -bid meetings scheduled by the City of South Bend to inform
MBEs of contracting and subcontracting opportunities.
I affirm that I advertised in general circulation and/or trade association publications
2Kconcerning
subcontract opportunities -and- allowed: MBEs reasonable time to respond to-
r`
such advertisements.
I affirm that I performed any and all necessary steps to provide written notices in a manner
;�
1 K
reasonably calculated to inform MBEs of subcontracting opportunities and allowed
sufficient time for MBEs to participate effectively.
I� K
I affirm that I followed up on initial solicitations with interested MBEs.
I affirm that I negotiated with interested MBEs in good faith, including providing such MBEs
rf
with adequate information about the plans, specifications and other requirements of the
`1
subcontract.
I affirm that I have made good faith efforts to assist interested MBEs in obtaining bonding,
lines of credit, or insurance as required by the City or the bidder, where appropriate.
Version 09/29/2021 Contractor's Bid for Public Works -10
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM MBE-2.0
EVIDENCE OF GOOD FAITH EFFORTS
I affirm that I have made good faith efforts to assist interested MBEs in obtaining necessary
equipment, supplies, materials, or related assistances or services, where appropriate.
✓
(� I\
I affirm that I did not reject any MBEs as unqualified without sound business reasons based
on a thorough investigation of their capabilities.
CONTRACT RECORDS: The bidder has maintained the following records for each MBE that has 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 was unqualified to perform the job.
*Proper demonstration of Good Faith Efforts 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 09/29/2021 Contractor's Bid for Public Works - 11
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM WBE-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 MWBE participation.
Project Number: 123-030 Date: May 9th, 2023
Project Name: 'The HIII' TIF Project — Site Work
Bidder: The Robert Henry Corporation
Contact Person: Rob Kuntz Telephone: 574-232-2091
Address: 404 S Frances St
City: South Bend State: Indiana zip: 46617
Email: bids@roberthenrycorp.com
To determine whether a bidder has demonstrated good faith efforts to reach the 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
WBE LIST(S): The bidder reviewed 1) the City of South Bend's Minority and Women Business Enterprise
Inclusion Program Plan; 2) the list of certified MWBEs provided by the City; and 3) the Indiana Department
of Administration list of Minority and Women Owned Businesses (both certified and non -certified) found
at: htt 7//www.in, ov/idoa/.
GOOD FAITH EFFORTS TO OBTAIN WBE PARTICIPATION
The bidder shall initial each item below, as evidence of its good faith efforts to obtain WBE participation
in the awarded contract.
I affirm that"I reviewed the City of South Bend's Minority and Women Business Enterprise
Inclusion Program Plan and the Indiana Department of Administration's certified list of
�Z
Indiana Minority and Women Business Enterprises, found on their website
(http://www.in.gov/idoa).
I affirm that I have made good faith efforts to select portions of the contract work to be
2 K
performed by WBEs, including, where appropriate, breaking out contract work items into
economically feasible units to facilitate WBE participation.
Rmeans
I affirm that I have made good faith efforts to solicit through all reasonable and available
the interest of all WBEs in the scopes of work of the contract.
K
I affirm that I attended all pre -bid meetings scheduled by the City of South Bend to. inform
(�
WBEs of contracting and subcontracting opportunities.
-t-aWiirm that I advertised in general circulation and/or -trade association _publications-
2 (�
concerning subcontract opportunities and allowed WBEs reasonable time to respond to
such advertisements.
I affirm that I performed any and all necessary steps to provide written notices in a manner
K
reasonably calculated to inform WBEs of subcontracting opportunities and allowed
sufficient time for WBEs to participate effectively.
K
I affirm that I followed up on initial solicitations with interested WBEs.
I affirm that I negotiated with interested WBEs in good faith, including providing such WBEs
IZK
with adequate information about the plans, specifications and other requirements of the
subcontract.
"
I affirm that I have made good faith efforts to assist interested WBEs in obtaining bonding,
lines of credit, or insurance as required by the City or the bidder, where appropriate.
Version 09/29/2021 Contractor's Bid for Public Works - 12
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM WBE-2.0
EVIDENCE OF GOOD FAITH EFFORTS
Knecessary
I affirm that I have made good faith efforts to assist interested WBEs in obtaining
equipment, supplies, materials, or related assistances or services, where
appropriate.
I affirm that I did not reject any WBEs as unqualified without sound business reasons
based on a thorough investigation of their capabilities.
CONTRACT RECORDS: The bidder has maintained the following records for each WBE that has 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 MWBE was unqualified to perform the job.
*Proper demonstration of Good Faith Efforts 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 09/29/2021 Contractor's Bid for Public Works - 13
g/p ITH BR4` 1
/.-�E
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM MBE-2.1 �s
MBE CONTACTED
This completed form should be supplied with Bids that pertain to City of South Bend Public Works Projects
requiring Good Faith Efforts to contact MBEs. It is the bidder's sole responsibility to verify whether any listed
minority -owned business meets the MBE qualifications. Attach additional pages if necessary.
PAGE 1 OF 1
Project Number: 123-030 MBE Participation Goal 2.0%
Project Name:
Bidder:
By: _
(Signature)
'The Hill' TIF Project —Site Work
The Robert Henry Corporation
President
(Title)
MBE Firm Kennedy Expressline Trucking
Owner or Contact at MBE Firm Marcus Northern
Telephone: 574-876-8881 Fax:
TYPE OF WORK SOLICITED FOR THIS PROJECT:
Trucking
May 9th, 2023
(Date)
Email: ken nedyexpressline@yahoo.com
RESULTS OF CONTACT WITH THE MBE FIRM:
No Response
MBE Firm Morales Group
Owner or Contact at MBE Firm Tomas Morales
Telephone: 317-509-6604 Fax: Email: marketing@moralesgroup.net
TYPE OF WORK SOLICITED FOR -THIS PROJECT
- Landscaoinp
RESULTS OF CONTACT WITH THE MBE FIRM:
No Response
Version 09/29/2021 Contractor's Bid for Public Works - 14
CITY OF SOUTH BEND
+ ? '=l
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
!fir:= PEF
FORM MBE-2.1-�
WBE CONTACTED
This completed form should be supplied with Bids that pertain to City of South Bend Public Works Projects
requiring Good Faith Efforts to contact WBEs. It is the bidder's sole responsibility to verify whether any listed
woman -owned business meets the WBE qualifications. Attach additional pages if necessary.
PAGE i OF 1
Project Number: 123-030 WBE Participation Goal 4.9%
Project Name: `The HIII' TIF Project — Site Work
Bidder: The Robert Henry Corporation
By: President 05/09/2023
(Signature) (Title) (Date)
WBE Firm 3D Company, Inc.
Owner or Contact at WBE Firm Deanna Case
Telephone: 765-288-3326 Fax -
TYPE OF WORK SOLICITED FOR THIS PROJECT:
RESULTS OF CONTACT WITH THE WBE FIRM:
Company not bidding, email response included
Email: dcase@3dcompanyinc.com
WBE Firm Slusser's Green Thumb, Inc.
Owner or Contact at WBE Firm- - Carolynn Slusser
Telephone: 574-722-3102 Fax: Email: jdw@slussers.com
TYPE OF WORK SOLICITED FOR THIS PROJECT:
Landscaping
RESULTS OF CONTACT WITH THE WBE FIRM:
Company not bidding, email response included
Version 09/29/2021 Contractor's Bid for Public Works - 15
LOCAL'1*0
South Bend Tribune I The Herald Times PO Box 630485 Cincinnati, OH 45263-0485
The Times -Mail I Evening World
The Reporter Times
PROOF OF PUBLICATION
Rob Kuntz
The Robert Henry Corporation
404 S Frances ST
South Bend IN 46617-3219
STATE OF INDIANA, COUNTY OF ST JOSEPH
The South Bend Tribune, a newspaper printed and published in
the county of St Joseph, in the State of Indiana, and personal
knowledge of the facts herein state and that the notice hereto
annexed was Published in said newspaper in the issue dated:
05/02/2023, 05/03/2023, 05/0412023, 05/05/2023, 05/07/2023,
05/08/2023
and that the fees charged are legal.
Sworn to and subscribed before on 05/08/2023
Ivry commision expires
Publication Cost: $220.10
Order No: 8760653 # of Copies:
Customer No: 552176 1
PO #:
THIS IS NOT AN INVOICE!
Please do not use this form1or payment remittance
j VICKY FELTY v
Notary Public
State of Wisconsin
BID NOTICE: SEEKING
MBE/WBE/VBE
Subcontractors
The Robert Henry Corporation
is seeking qualified
MBE/WBE/VBE Subcontrac-
tors for the following proiect:
City of South Bend 'The Hill'
TI F Proiect — Site Work
Those interested please contact
Rob Kuntz at 574-232-2091 or
email
rkuntz@roberthenrycorp.com
for plans and specifications.
We're an Equal Opportunity
Employer
hapaxlp 5/2/23
C Page 1 of 2
Lyndsey Devens
From: Estimating <estimating@3dcompanyinc.com>
Sent: Friday, May 5, 2023 1:24 PM
To: Bids; Rob Kuntz
Cc: Lyndsey Devens
Subject: RE: Invitation to Bid: The Hill TIF Project Site Work - South Bend, IN
We are not bidding this project.
From: Bids <bids@roberthenrycorp.com>
Sent: Friday, May 5, 2023 12:26 PM
To: Rob Kuntz <rkuntz@robe rthenrycorp.com>
Cc: Lyndsey Devens <Idevens@roberthenrycorp.com>
Subject: FW: Invitation to Bid: The Hill TIF Project Site Work - South Bend, IN
Reminder quotes are due Monday, May 8th by 12:00!
If you haven't already responded, please do so before the deadline.
Thank you for your time.
THE ROBERT HENRY CORPORATION
Building and Utility Contractors
Lyndsey Devens — Project Coordinator
(574) 232-2091 office 1 (574) 232-3979 fox 1 (574) 229-7178 mobile
404 South Frances Street
South Bend, IN 46617
From: Bids <bids@roberthenrycorp.com>
Sent: Tuesday, May 2, 2023 3:27 PM
Cc: Lyndsey Devens <Idevens@roberthenrycorp.com>; Rob Kuntz <rkuntz roberthen cor .com>
Subject: RE: Invitation to Bid: The Hill TIF Project Site Work -South Bend, IN
Please see the attached addendum #1.
If you have any questions regarding this addend um,-pleasecontact us as soon as possible.
Thank you,
From: Bids <bids@roberthenrycorp.corn>
Sent: Monday, May 1, 2023 10:06 AM
Cc: Lyndsey Devens <Idevens@roberthenrycorA com>
Subject: Invitation to Bid: The Hill TIF Project Site Work - South Bend, IN
The Robert Henry
Corporation
Building and Utility Contractors
www.roberthenrycorp.com
(574) 232-2091
Invitation to Bid
Project Name:
The Hill TIF Project — Site Work
Project Location:
511 N Notre Dame Ave South Bend, IN 46617
Bid Date:
May 9, 2023
Project Description:
Site Work including; Demo, Hauling, Underground Utilities, Paving, Striping,
Seal Coating, Fencing, Electrical, Masonry, Landscaping, Irrigation
Plans & Specs:
_ The Hill Project Plans. df P°F The Hill Proiect Specs.0f
Please respond below with your contact information
WBE/MBE participation is strongly encouraged and required in portion on this project. For reporting
purposes please note if your company meets one or both requirements. Should you have any questions
regarding the bidding process or meeting the City of South Bends insurance or bonding requirements please
let us know.
Company Name:
Estimator's Name:
Phone Number:
Division(s) Bidding:
YES we will be bidding this
project
NO we will not be bidding
this project
WBE/MBE:
Example Certificate of
Upon successful award of project, you will be expected to provide the
Insurance:
following insurance:
P°F 1 SAMPLE Certificate of Insurance for Subs.pdf
Bids Due:
Monday May 8, 2023 at 12:00 PM
Please send responses to:
Bidserobe rthenrycorp.com
Questions can be
Rob Kuntz rkuntz@roberthenrycorp.com
addressed to (Project
Manager):
Lyndseyr Devens
From: John Williamson <JDW@slussers.com>
Sent: Friday, May 5, 2023 1:19 PM
To: Bids
Subject: FW: Invitation to Bid: The Hill TIF Project Site Work - South Bend, IN
Attachments: 123-030 The Hill TIF Project - Site Work - ADDENDUM 1.pdf
Thanks for the invite but we will not bid bidding this project.
Thanks
John Williamson, Estimating Manager
Slusser's Green Thumb, Inc.
(574) 722-3102 ext. 3210
Cell (574) 721-4563
FSL U--S---: �S2 E R S,
-,y
C: crti ie
L: - - - ;J
i
From: Carolyn Slusser <CSS@slussers.com>
Sent: Friday, May 5, 2023 1:11-PM
To: John Williamson <JDW@slussers.com>
Subject: FW: Invitation to Bid: The Hill TIF Project Site Work - South Bend, IN
'Hank You!
Carolyn S. Slusser, 'resident
SLllSSERS
SCusser's Green Thumb, Inc.
125 Montgomery Street, TO Bo.-33
Logansport, ITV 46947-0033
574.722.3102 e.Tt 3101
css@sfussers. com
From: Bids <bids M wycorp,com>
Sent: Friday, May 5, 2023 12:26 PM
To: Rob Kuntz < ku ntzP robe rthenr cor .com>
Cc: Lyndsey Devens <Idevens roberthen cor >
Subject: FW: Invitation to Bid: The Hill TIF Project Site Work - South Bend, IN
Reminder quotes are due Monday, May 8th by 12:00!
If you haven't already responded, please do so before the deadline.
Thank you for your time.
rTHEROBERTHENRYCORPORATION
Building and Utility Contractors
Lyndsey Devens — Project Coordinator
(574) 232-20P1 (fli, r! I (574) : ' : 1157-41 229-7178 rued-dr-
404 South FInnces Street
r(!1111i ,
From: Bids <bids@robe rthenrycor{].com>
Sent: Tuesday, May 2, 20233:27 PM -
Cc: Lyndsey Devens <ldevens@roberthenrycorp.com>; Rob Kuntz <rkuntz@roberthenrycorp.com>
Subject: RE: Invitation to Bid: The -Hill TIF Project Site Work - South Bend, IN
Please see the attached addendum#1.
If you have any questions regarding this addendum, please contact us as soon as possible.
Thank you,
From: Bids <bids@roberthenrycurp.com>
Sent: Monday, May 1, 2023 10:06 AM
Cc: Lyndsey Devens <Idevens@roberthenrycorp >
Subject: Invitation to Bid: The Hill TIF Project Site Work - South Bend, IN
The Robert Henry
Corporation
Building and Utility Contractors
www.roberthenrycorp.com
(574) 232-2091
Invitation to Bid
Project Name:
The Hill TIF Project — Site Work
Project Location:
511 N Notre Dame Ave South Bend, IN 46617
Bid Date:
May 9, 2023
Project Description:
Site Work including; Demo, Hauling, Underground Utilities, Paving, Striping,
Seal Coating, Fencing, Electrical, Masonry, Landscaping, Irrigation
Plans & Specs:
The Hill Proiect Plans.pdf PDF The Hill Proiect Spe ddf
Please respond below with your contact information
WBE/MBE participation is strongly encouraged and required in portion on this project. For reporting
purposes please note if your company meets one or both requirements. Should you have any questions
regarding the bidding process or meeting the City of South Bends insurance or bonding requirements please
let us know.
*Company Name:
*Estimator's Name:
-Phone Number:
Division(s) Bidding:
YES we will be bidding this
project
NO we will not be bidding
this project
WBE/MBE:
Example Certificate of
Upon successful award of project, you will be expected to provide the
Insurance:
following insurance:
IT
PDF 1 SAMPLE Certificate of Insura 2 for Subs.pdf
Bids Due:
Monday May 8, 2023 at 12:00 PM
Please send responses to:
Bids „_roberthenrycorp.com
Questions can be
Rob Kuntz rkuntz@roberthenrycorp.com
addressed to (Project
Manager):
Document A31 OTM - 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
404 S Frances St, PO Box 1407 1299 Zurich Way, 5th Floor This document has important
South Bend, IN 46624-1407 Schaumburg, IL 60196-1056 legal consequences.
Consultation with an attorney Is
Mailing Address for Notices encouraged with respect to its
OWNER: completion or modification.
(Name, legal status and address)
Department of Public Works City of South Bend, Indiana
Any singular Contractor, Surety, reference to
Owner or
227 W Jefferson Blvd
other party shall be considered
South Bend, IN 46601-1830
plural where applicable.
BOND AMOUNT: *.*Five Percent (5%) of the Accompanying Bid***
PROJECT:
(Name, location or address, and Project number, if any)
'The Hill' TIF Project - Site Work, 227 W Jefferson Blvd 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 9th day of
(Witness)
'fitness) Y
May , 2023
The Robert Henry Corporation
(Principal) (Seal) +4S
the
(T� � -B(Li HN S- NEN , P
Fidelity and Deposit Company of Maryland
S EAL '
t e C rol J. Wagg r, Attomey-i -Fact
ZURICH AMERICAN INSURANCE COMPANY
COLONIAL AMERICAN CASUALTY AND SURETY COMPANY
FIDELITY AND DEPOSIT COMPANY OF MARYLAND
POWER OF ATTORNEY
KNOW ALL MEN BY THESE PRESENTS: That the ZURICH AMERICAN INSURANCE COMPANY, a corporation of the State of New
York, the COLONIAL AMERICAN CASUALTY AND SURETY COMPANY, a corporation of the State of Illinois, and the FIDELITY
AND DEPOSIT COMPANY OF MARYLAND a corporation of the State of Illinois (herein collectively called the "Companies"), by
Robert D. Murray, Vice President, in pursuance of authority granted by Article V, Section 8, of the By -Laws of said Companies, which are
set forth on the reverse side hereof and are hereby certified to be in full force and effect on the date hereof, do hereby nominate, constitute,
and appoint David A. LINTHICUM, Carolyn J. WAGGONER, Michael K. CORCORAN, Stella M. MILLI, Pamela D. CHRISTIANSON,
Dale E. WOLCOTT, Felicia A. JOHNSON, Tiffany T. WILLIAMS of Indianapolis, Indiana, its true and lawful agent and Attomey-in-
Fact, to make, execute, seal and deliver, for, and on its behalf as surety, and as its act and deed: any and all bonds and undertakings, and
the execution of such bonds or undertakings in pursuance of these presents, shall be as binding upon said Companies, as fully and amply, to
all intents and purposes, as if they had been duly executed and acknowledged by the regularly elected officers of the ZURICH AMERICAN
INSURANCE COMPANY at its office in New York, New York., the regularly elected officers of the COLONIAL AMERICAN
CASUALTY AND SURETY COMPANY at its office in Owings Mills, Maryland., and the regularly elected officers of the FIDELITY AND
DEPOSIT COMPANY OF MARYLAND at its office in Owings Mills, Maryland., in their own proper persons.
The said Vice President does hereby certify that the extract set forth on the reverse side hereof is a true copy of Article V, Section 8, of
the By -Laws of said Companies, and is now in force.
IN WITNESS WHEREOF, the said Vice -President has hereunto subscribed his/her names and affixed the Corporate Seals of the said
ZURICH AMERICAN INSURANCE COMPANY, COLONIAL AMERICAN CASUALTY AND SURETY COMPANY, and
FIDELITY AND DEPOSIT COMPANY OF MARYLAND, this 08th day of March, A.D. 2022.
",N,IININlvr
�'J'J a ,1�ItNIIq i -
�, 4, QQJJ..,YYpp`ff�ylb 4
°SEAL` �go
� SPFJ1Lm ° %t $ °oSEALm ;+
N44117
n,N"�,
ATTEST:
ZURICH AMERICAN INSURANCE COMPANY
COLONIAL AMERICAN CASUALTY AND SURETY COMPANY
FIDELITY AND DEPOSIT COMPANY OF MARYLAND
By: Robert D. Murray
Vice President
r-
rt�-
By: Dawn E. Brown
Secretary
State of Maryland
County of Baltimore
On this 08th day of March, A.D. 2022, before the subscriber, a Notary Public of the State of Maryland, duly commissioned and qualified, Robert D.
Murray, Vice President and Dawn E. Brown, Secretary of the Companies, to me personally known to be the individuals and officers described in and who
executed the preceding instrument, and acknowledged the execution of same, and being by me duly swom, deposeth and saith, that he/she is the said officer of
the Company aforesaid, and that the seals affixed to the preceding instrument are the Corporate Seals of said Companies, and that the said Corporate Seals and
the signature as such officer were duly affixed and subscribed to the said instrument by the authority and direction of the said Corporations.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed my Official Seal the day and year first above written.
Constance A. Dunn, Notary Public
My Commission Expires: July 9, 2023
Authenticity of this bond can be confirmed at bondvalidator.zurichna.com or 410-559-8790
EXTRACT FROM BY-LAWS OF THE COMPANIES
"Article V, Section 8, Attorneys -in -Fact. The Chief Executive Officer, the President, or any Executive Vice President or Vice President
may, by written instrument under the attested corporate seal, appoint attomeys-in-fact 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 seal thereto; and may with or without cause modify of revoke any such appointment or authority at any
time."
CERTIFICATE
I, the undersigned, Vice President of the ZURICH AMERICAN INSURANCE COMPANY, the COLONIAL AMERICAN
CASUALTY AND SURETY COMPANY, and the FIDELITY AND DEPOSIT COMPANY 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 INSURANCE COMPANY at 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 10th day of May, 1990.
RESOLVED: "That the facsimile or mechanically reproduced seal of 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 with 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 9th day of Mav _ 2023.
M twl".h NNill I",q �IN111�7111Iq,�'i
Oq�
u°Qp°g',T` �T °°PPfn
SEAL"' r SEAL SEAL
i s /1 !!F4
Iwo
'a.u7,11Mar aarllmnnNN aa.m1..11N�
By: Mary Jean Pethick
Vice President
TO REPORT A 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, IL 60196-1056
Ph: 800-626-4577
If your jurisdiction allows for electronic reporting of surety claims, please submit to:
reportsfclain.. zvzurichna.com
Authenticity of this bond can be confirmed at bondvalidator.zurichna.com or 410-559-8790
CITY OF SOUTH BEND JAMES MUELLER, MAYOR
DEPARTMENT OF PUBLIC WORKS
ERIC HORVATH, DIRECTOR
January 18, 2023
Lyndsey Devens
The Robert Henry Corporation
ldevens&roberthenrycorp. com
RE: Pre -Qualification Verification
Dear Ms. Devens:
This letter serves as verification of Pre -Qualification status of your company for bidding
with the City of South Bend. 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,
Liz Horvath, Permit Manager
Business Name: THE ROBERT HENRY CORPORATION
Entity Type: Domestic For -Profit Corporation
Creation Date: 08/01/1974
Principal Office Address: 404 S USA Frances Street, South Bend, IN, 46624,
Jurisdiction of Forniation: Indiana
Governing Person Information
BUSINESS INFORMATION
DIEGO MORALES
INDIANA SECRETARY OF STATE
05/05/2023 11:20 AM
Business ID: 197408-008
Business Status: Active
Inactive Date:
Expiration Date: Perpetual
Business Entity Report Due 08/31/2024
Date:
Years Due:
--Aqgwpr
Title Name Address
President Brian Henry 404 S Frances Street, South Bend, IN, 46617, USA
Registered Agent Informatio
Type: Individual
Name: STEPHEN HENRY
Address: 404 S FRANCES ST, SOUTH BEND, IN, 46617 - 0000, USA
THE ROBERT HENRY CORPORATION
General and Utility Contractors
January 6, 2023
City of South Bend
227 W. Jefferson Blvd.
South Bend, IN 46601
Per the Pre -Qualification Checklist, the following "attachments" are addressed below:
Item (b)(i): IN Secretary of State's on-line records, copy attached, verifying our business existence
Item (b)(ii): There are no other `former business names'
Item (b)(iii): The only violation is one IOSHA citation that was received by The Robert Henry Corporation in the
past 5 years, on October 15, 2018. The citation was directed toward work conducted within our
company's Utility Division. The citation was under the special industry classification where an
employee brought a bucket truck within Minimum Approach Distance of an energized line. [29 CFR
1910.269(I)(3)(iii)] Corrective measures and abatement took place, and the company is currently in
good standing with IOSHA.
Item (b)(iv):
We are signatory with the Carpenter, Labors, and Cement Finisher Unions and have sufficient
employees and availability of tradesmen to perform this work.
Item (b)(v):
Individuals on this project will be properly classified as employees or independent contractors as
required.
Item (b)(vi):
We participate in Unions' Apprenticeship Programs, which are recognized by the U.S. Department of
Labor's Office of Apprenticeship
Item (b)(vii):
Attached please find a copy of the "RHC Drug Free Workplace policy", including support from
BCRC (Building & Construction Resource Center, Inc.)
Item (b)(viii):
Attached please find a copy of the U.S. Department of Treasury's Listing of Approved Sureties for
"Fidelity and Deposit Company of Maryland"
Item (b)(ix):
There are no federal, state, or local tax liens or tax delinquencies in the preceding three years
Item (b)(x):
See attached Lis of Projects of similar size and scope of work in the past three years
Please contact the undersigned with any questions. We trust these documents are satisfactory.
Respectfully Submitted,
Brian S. Henry, Preside
The Robert Henry Co oration
Attachments
404 South Frances Street • P.O. Box 1407 -South Bend, Indiana 46624
www.roberthenrycorp.com • Tel. 574-232-2091 • Fax 574-232-3979
The Robert Henry Corporation
List of Projects
Job # Customer Name Job Name/Desc. Completion Date Contract Amount
217943
The Redmond Company
UFCU - Ireland Rd. - So. Bend
Oct-18
$ 158,478
217945
The Redmond Company
UFCU - Mishawaka, In.
Nov-18
$ 165,442
1018021
Appalachian Power Company
Buchanan Dam Repair
Nov-18
$ 163,900
1018010
Gurley Leep Automotive Group
Gurley Leep Mercedes-Benz
Jan-19
$ 337,136
1018004
Gurley Leep Automotive Group
Gurley Leep Volkswagen
Jan-19
$ 794,884
1018029
Vic Trippel Plumbing & Heating
Demising Wall - UP Mall Suite
Feb-19
$ 66,817
10180381
Plymouth Veterinary Clinic, LI
Renovations to Plymouth Vet
Mar-19
$ 109,381
1018012
University Of Notre Dame
Melander, Warren Center & G1&2
May-19
$ 2,369,700
217939
Menards
Menards Elkhart Fixturing
Jun-19
$ 863,985
217932
School City Of Mishawaka
Mishawaka H.S. Retaining Wall
Jun-19
$ 405,864
1019018
Jacob Sonner
Sonner- Retaining Wall
Jul-19
$ 60,950
1018032
St. Joseph Regional Medical Center
SJRMC Family Medicine Faculty
Jul-19
$ 342,332
1019022
Gurley Leep Automotive Group
Collision Center Renovations
Jul-19
$ 91,750
1018024
City Of South Bend
SB VPA Maint. Storage Building
Jul-19
$ 388,984
1019017
Siemens Healthcare Diagnostics
Siemens - Safety Equipment
Aug-19
$ 65,066
1018023
Hasse Construction Co, Inc
Molded Products - So. Bend
Oct-19
$ 520,519
1019002
The Redmond Company
UFCU Bremen Hwy. Mishawaka, In
Dec-19
$ 97,501
1019001
The Redmond Company
UFCU Toscana Blvd. Granger, In
Dec-19
$ 101,189
1019050
St. Joseph Regional Medical Center
Suite 130 Physicians Lounge
Dec-19
$ 54,579
217928
Gilbane Building Company
Siemens NICP Project
Jan-20
$ 2,444,647
1019051
American Electric Power
Twin Branch Dam Stabilzation
Feb-20
$ 302,000
1019008
Lewis Cass Intermediate School
North Pointe Envelope Sys Impr
Feb-20
$ 1,302,640
1019010
Siemens Healthcare Diagnostics
Siemens Healthineers- Novus 2
Apr-20
$ 724,100
1020002
St. Joseph Regional Medical Center
Plymouth IT Rooms Renovations
Apr-20
$ 129,045
10190031
Lighthouse Point Condo Assoc
Lighthouse Point Tower Repairs
May-20
$ 3,372,565
1019029
Siemens Healthcare Diagnostics
Siemens - OCG Laboratory
May-20
$ 1,194,119
1019023
Washington Square Development
Liberty Tower Exterior Renovat
Jun-20
$ 134,337
1019041
Town Of Shipshewana
Shipshewana Public Restroom
Jun-20
$ 544,500
1020005
Michiana Area Construction Ind
MACIAF Interior Renovations
Jun-20
$ 66,944
1019039
C&E Excavating, Inc.
Mishawaka Ironworks - Phase I
Jul-20
$ 724,113
1020001
Siemens Healthcare Diagnostics
Siemens -Project Moose-Minicare
Jul-20
$ 1,659,902
1020019
1 Trinity Health
Wellness & Weight Management
Jan-21
$ 742,988
1020006
City Of Mishawaka
Beutter Park Founder's Circle
May-21
$ 152,295
1020007
City Of Mishawaka
Central Park Picnic Plaza
May-21
$ 386,112
1020022
Jefferson Centre Assoc. LLC
Jefferson Center Water Main
May-21
$ 113,451
1019052
St. Joseph County Parks Fndn
River Ramble Natural Playscape
Nov-22
$ 598,902
1020008
St. Joseph County Public Library
SJCPL Structural,Site Concrete
Jul-22
$ 1,207,467
1020013
Elkhart Plastics, Inc.
Elkhart Plastics Site Concrete
Oct-20
$ 82,490
1020014
Siemens Healthcare Diagnostics
Siemens Concrete Paving
Sep-20
$ 110,650
1021001
HRP Construction Inc
Holy Cross Parkway LiftStation
Jan-22
$ 51,841
1021005
Ivy Tech Community College
Ivy Tech S. Bend TestingCenter
Dec-22
$ 85,600
1021009
Trinity Health
Plymouth Lifeplex
Jun-22
$ 91,986
1021010
Ivy Tech Community College
SB Nursing Lab
Jun-22
$ 177,587
1021015
South Bend Community School Corporation
Navarre Middle School
Dec-22
$ 149,400
1021016
South Bend Community School Corporation
Wilson Elementary
Apr-22
$ 69,600
1021021
City of South Bend
S.E. Neighborhood Center (United Way)
Dec-22
$ 1,224,038
1021024
South Bend Community School Corporation
LaSalle Academy Secure Entry Office Renovations
Aug-22
$ 839,970
1021029
AEP: American Electric Power
Mishawaka Twin Branch Hydro Concrete repairs
Jan-22
$ 161,258
1022003
City of Plymouth Indiana
Plymouth Centennial Parks
Dec-22
$ 500,582
1022006
TRANSPO
S. St. Stn. Doors Replacement
Sept. - 22
$ 118,240
1022012
PHM School Corporation
Meadows Edge Parking Lot Expan
In Progress
$ 300,300
1022013
C & E Excavating ( City of Mishawaka)
City Hall Campus Site Work Project
In Progress
$ 490,108
1022015
Edwardsburg Sports Complex
Site Concrete & Metal Roofing Application
Nov. - 22
$ 103,168
1022017
HRP Construction. (St. Joseph Co. Airport Authority)
SBN Airport De-icing Tank
Sept. - 22
$ 364,500
1022019
Siemens Healthcare Diagnotics - Elkhart
Laboratory Renovations
Oct-22
$ 448,572
1022024
River Valley Schools -Concrete
1 Building & Site Concrete
I In Progress
$ 462,827
1022029
South Bend Community School Corporation
lint. Improvments-Wilson School
Oct-221
$ 145,000
1022032J
Elkhart Housing Authority
IPlayground Improvements
In Progressl
$ 468,000
INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL OF CARPENTERS o
JOINT APPRENTICESHIP AND TRAINING FUND
711 GREENWOOD SPRINGS DRIVE
GREENWOOD, IN 46143
ADAHMSTRATION OFFICE
711 Greenwood Springs Drive
Greenwood, IN 46143
Phone:317-807-1112
Fax:317-807-1115
Ashland Campus
574 Carpenters Way
October 30, 2020
Grayson, KY 41143
Phone: 606-929-1362
Fax:606-929-5319
Indianapolis Campus
To Whom It May Concern:
711 Greenwood Springs Drive
Greenwood, IN 46143
Phone:317-807-1116
Fax: 317-807-1131
Please allow this letter to serve as verification that the Robert Henry
Corporation has been a good standing contributor/participant with the
lisfayette Campus
2953 South Creasy Lane
Indiana/Kentucky/Ohio Regional Council of Carpenters Joint Apprenticeship
Lafayette, IN 47905
and Training Fund for at least 3 consecutive years and is thereby authorized to
Phone: 765-447-5959
Fax: 765-447-7676
employ our apprentices.
Louisville Campus
ith the United States Department of Labor Office
ram ro Our is registered wp
g program
1245 Durrett Lane
Louisville, KY40213
of Apprenticeship and Training, and is also approved by the U.S. Veterans
Phone: 502-366-8668
Administration to participate in the GI Education benefits program. Enclosed
Fax:502-366-8678
are copies of those certificates.
Merrillville Campus
1565 salt lout court
please feel free to contact our office with any additional questions, at 317-
Merrillville, IN 46410
err
Phone:219-947-3348
807-1112.
Fax:219-947-1889
Muncie Campus Sincerely,
4121 East Centennial Avenue
Muncie, IN 47303
Phone:765-288-9015
9�IA64AO.�—
Fax: 765-288-9298
Jerry N. Burke
Newburgh Campus
5400 Covert Court
Director of Education
Newburgh, IN 47630
IKORCC JATF
Phone:$12-853-9312
Fax: 812-853-93If)
Urre Haute Campus
3099 South 6i4 Street
Tl=e Haute, IN 47802
Phone: 812-466-7899
Fax: 8 12-466-9840
Warsaw Campus
1095 Mariners Drive
Warsaw, IN 46582
Phone. 574-267-5264
Fax:574-269-1464
5uaes Be - .. ,
�BUMU Of2PPrmicuhip and 'mining
artiif irate of F48 tmtion
CENTRAL INDIANA CARPENTERS JOI1dT APPRENTIC$SHIP CflRMITTEE
INDIANAPOLIS, INDIANA
for the trade classifications of CARPENTER, FLOOR COVERER and MILLWRIGHT
.%fie ffs1ereof as parl o�h�e Xali009W.5�vpreJ71iceSAj �royram
in accordance wA6 ile baric sfQndards of apprejz cesAj
esfa6LAed 6 die cSecrefar o�J906or
September 4, 1941
Voh Rev. August 23, 1989
0 4 0 04 1 1 _
u •x ✓
1�!
5-miUioCi'Mi A IIV,,M1 LMJ
Plaatt l", & cetawd-ft"ns'
Apprentioeship Coo lhator Local Union #692
To Whom It May Concern;
Phone: (919) 707-7767
Email: bkdetoff@plcmiocaM..org
October 22, 2020
This letter Is to certify The Robert Henry Corporation is and has been a signatory
contractor with OPCMIA Local 692 and has participated in the Plasterers &
Cement Masons Apprenticeship Training Program for many years. The Robert
Henry Corporation, Is a valued Contractor in good standing with Local 692 and the
JATC. All our apprentices are registered with the United States Department of
Labor.
I may be reached at (219) 707-7767 if additional information is needed.
Further, our organization's program is approved by the U.S. Veterans
Administration to participate in the GI Education Benefit Program.
Thank you,
Brian Kristoff
Apprentice Coordinator
Plasterers & Cement Masons
9200 Louisiana Street - Merrillville. Indiana 46410
WWW.PLCML0CAL692.0RG b
INDIANA LABORERS' TRAINING TRUST FUND
David A. Frye
Secretary -Treasurer
Jerry J. Bolk
Chris L. Guerrero
Ricky Henson, Jr.
Ramon Mendoza, Jr.
Robert S Wright
P.U. Box 758 - Bedford, Indiana 47421
(812)279-9751
October 22, 2020
To Whom It May Concern:
Sean Coakley, Director
John A Brown
Chairman
Kelly Abel
Michael Ferrara
Stan Meyer
!Vick Tunmerman
Jim Wiseman
FAX: (812) 279-5545
Toll Free (800) 7424086
This letter is to confirm that "Henry Robert Corp" is a signatory contractor in good standing with
the Indiana Laborers' Training Trust Fund.
The above mentioned company is a participant in the Joint Apprenticeship and Training
Committee through this Union and has been an active participant in good standing for each of the
past five plus consecutive years, and is currently eligible to use our apprentices on a project.
Further, our organization'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) Apprentice 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:ap
www.indianalaborerstraining.org
tuarwo
Apr X
:49E�rttrt1w
-furtau of Apprenticts4tp -: d gratutug
Terfi cats of egt-tratim,
INDIANA LABORER'S TRAINING TRUST FUND
BEDFORD, INDIANA
for the trade classification of CONSTRUCTION CRAFT LABORER
-Weyisfered' as parf o 1,6e a%ional gyp, renfices,60 J royram
in accoro�nce wifji i& basic sfano(arol of appreniice&6ip
es a6�'sAeo( 6y fie c3ecrefary o,l Labor
December 14, 1995
Dale
�p IN040-0528
✓l Q9%dlf'CIIGA JLO.
a'd��y of laGa:
��t,Uu,diULofdFpfiwri� •anti�aLeLt9
FINANCIAL REPORT
THE ROBERT HENRY CORPORATION
December 31, 2022 and 2021
CONTENTS
Pagc
INDEPENDENT ACCOUNTANT'S REVIEw REPORT...................................................................................... 1-2
FINANCIAL STATEMENTS
Balancesheets............................................................................................................................................ 3
Statements of income and comprehensive income.................................................................................... 4
Statements of stockholders' equity............................................................................................................ 5
Statementsof cash flows........................................................................................................................... 6
Notes to financial statements................................................................................................................ 7-20
SUPPLEMENTARY INFORMATION
Schedule I — Accrued liabilities............................................................................................................... 21
Schedule II — Indirect expenses............................................................................................................... 22
Schedule III — General and administrative expenses............................................................................... 23
Comparative financial statistics...............................................................................................................24
� r
tJ
. Audit, Accounting, Tax & Advisory
INDEPENDENT ACCOUNTANT'S REVIEW REPORT
To the Board of Directors
The Robert Henry Corporation
South Bend, Indiana
3454 Douglas Rd., Suite 100
South Bend, IN 46635
574-233-9366
AICPA Member
We have reviewed the accompanying financial statements of The Robert Henry Corporation, which comprise
the balance sheets as of December 31, 2022 and 2021, and the related statements of income and comprehensive
income, stockholders' equity, and cash flows for the years then ended, and the related notes to 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 these 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
financial statements that are free from material misstatement whether due to fraud or error.
Accountant's Responsibility
Our responsibility is to conduct the review engagement in accordance with Statements on Standards for
Accounting and Review Services promulgated by the Accounting and Review Services Committee of the
American Institute of Certified Public Accountants. 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 consolidated 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.
We are required to be independent of The Robert Henry Corporation and to meet our other ethical
responsibilities, in accordance with the relevant ethical requirements related to our reviews.
Accountant's 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 accordance with accounting principles generally accepted in the
United States of America.
Supplementary Information
The supplementary information included in pages 21-24 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
-1-
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 reviews 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.
Oklec014elic
South Bend, Indiana
March 20, 2023
-2-