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HomeMy WebLinkAboutOpening of Bids - South Well Field-Water Main Extension Proj No. 117-059B - G.E. Marshall, Inc.+ X y CITY OF SOUTH BEND, INDIANA -�- CONTRACTOR'S BID FOR PUBLIC WORK CHECKLIST FOR BIDDERS Project Name South Well Field Water Treatment Plant and Distribution System Improvements — Contract B — Watermain Project No. 117-059B For Bids Due August 22, 2023 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 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 WBE-2.1]. J Acknowledge Receipt of L Addendum(s) included with the bid. J All required additional information is included with the bid. Proposal statements and other affidavits all signed by the proper party with name either Jprinted 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: G.E. Marshall, Inc. By Authorized Representative: Signature Print Name & Title: Frank A. Version 09/29/2021 Contractor's Bid for Public Works - 1 August 22, 2023 Date: CITY OF SOUTH BEND, INDIANA CONTRACTOR'S BID FOR PUBLIC WORK Project Name South Well Field Water Treatment Plant and Distribution System Improvements Contract B — Watermain Project No. For Bids Due 117-059B August 22, 2023 PART I (Must be completed for all bids. Please type or print) August 22, 2023 Bidder (Firm): G.E. Marshall, Inc. Address: 1351 Joliet Rd, City/State/Zip Valparaiso, IN 46385 Telephone Number: ( 219 ) 462-3415 Agent of Bidder (if Applicable): N/A Pursuant to notices given, the undersigned offers to furnish labor and/or material necessary to complete the public works project of: South Well Field Water Treatment Plant and Distribution System Improvements Contract B - Watermain the City of South Bend, Indiana, in accordance with plans and specifications prepared by: Donohue & Associates and dated August 22, 2023 for the sum of (enter the Total Bid as shown on the Proposal) Two million three hundred eighty five thousand four hundred forty three dollars and eighty seven cents. 2,385,443.87 (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 ne ded, the cost of u " s ust be the same as that shown in the original contract if accepted by the City of uth Bend. If the id i to be awarded on a unit basis, the itemization of the units shall be shown on a s crate attat hment By The above bid is accepted this Subject to the following conditions: BOARD OF PUBLIC WORKS Elizabeth A. Maradik, President Gary A. Gilot, Member ACCEPTANCE day of (Signature) (Printed !Name of Person Signing) 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. Please see attached. 2. Attach a listing of public works projects currently in process of construction by your organization. Please see attached. 3. Attach information regarding any failure to complete any work awarded to you and the location thereof. N/A 4. Attach references from private firms for which you have performed work. Please see attached. SECTION II PLAN AND EQUIPMENT QUESTIONNAIRE 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.) Please see attached. 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. Please see attached. 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. Please see attached. 4. Attach a listing of equipment you have available to use for the proposed project. Please see attached. 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. Yes. 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 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: Porter 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 22nd day of August , 20 23 G.E. Marshall, (Firm) L� or Its Subscribed and sworn to before me this 22nd My Commission Expires .►�,Illllllf/f�II, FREE, `� , FXPIiiFS fQ• ��. SEAS �= a A IG �BL1ry: i •��;SS� g�¢a. �► 10/28/2028 County of Residence Frank', Marshall, President rioted ame and Title day August 2023 Notary Public Porter Version 09/29/2021 Contractor's Bid for Public Works - 6 �s BID/PROPOSAL CITY OF SOUTH BEND Project Name: South Well Field Water Treatment Plant and Distribution System �V-= Improvements — Contract B — Watermain Project Number: 117-059B For Bids Due: August 22, 2023 Contractor Name: G.E. Marshall, Inc. BASE BID Item Description Quantity Unit Unit Price Total Amount No. 1 CONSTRUCTION ENGINEERING 1 LS $ 53,770.00 $ 53,770.00 2 MOBILIZATION AND I LS $ 93,500.00 $ 93,500.00 DEMOBILIZATION 3 CLEARING AND GRUBBING 2.1 AC $ 14,785.56 $ 31,049.68 4 TEMPORARY EROSION CONTROL 1 LS $ 77,606.36 $ 77,606.36 5 COMPACTED AGGREGATE, NO. 53 776 TON $ 52.25 $ 40,546.00 6 HARD SURFACE REMOVALS 1 LS $ 15,990.50 $ 15,990.50 7 HMA, SURFACE, TYPE B 9.5 mm 20 TON $ 623.75 $ 12,475.00 8 HMA, BASE, TYPE B 25.0 mm 54 TON $ 326.00 $ 17,604.00 9 MULCHED SEEDING, R 10200 SY $ 2.41 $ 24,582.00 10 REMOVE AND REPLACE CHAIN LINK 50 LF $ 126.47 $ 6,323.50 FENCE AND POSTS I I REMOVE AND RESET FARM FIELD 863 LF $ 21.27 $ 18,356.01 TYPE FENCE AND POSTS 12 JACK AND BORE, 30 IN CASING WITH 40 LF $ 4,891.54 $ 195,661.60 20 IN CARRIER 13 30 IN CASING WITH 20 IN CARRIER, 23 LF $ 821.97 $ 18,905.31 GRANULAR BACKFILL 14 24 IN WATERMAIN, DI, CL 50, TRENCH 3 LF $ 1,641.90 $ 4,925.70 SPOIL BACKFILL 15 20 IN WATERMAIN, DI, CL 50, TRENCH 3599 LF $ 281.90 $ 1,014,558.10 SPOIL BACKFILL 16 20 IN WATERMAIN, DI, CL 50, 908 LF $ 353.88 $ 321,323.04 GRANULAR BACKFILL 17 16 IN WATERMAIN, DI, CL 50, TRENCH 9 LF $ 518.06 $ 4,662.54 SPOIL BACKFILL 18 12 IN WATERMAIN, DUCTILE IRON, 51 LF $ 212.77 $ 10,851.27 TRENCH SPOIL BACKFILL 19 6 IN WATERMAIN, DUCTILE IRON, 35 LF $ 180.66 $ 6,323.10 TRENCH SPOIL BACKFILL 20 FIRE HYDRANT ASSEMBLY 5 EA $ 4,434.61 $ 22,173.05 21 20-INCH BUTTERFLY VALVE AND 10 EA $ 11,382.40 $ 113,824.00 BOX W/ JOINT RESTRAINTS 22 16-INCH BUTTERFLY VALVE AND 1 EA $ 7,762.20 $ 7,762.20 BOX W/ JOINT RESTRAINTS 23 12-INCH GATE VALVE AND BOX W/ l EA $ 4,093.83 $ 4,093.83 JOINT RESTRAINTS Version 09/29/2021 Contractor's Bid for Public Works - 7 Project Name: Project Number: For Bids Due: Contractor Name: RARF Pin BID/PROPOSAL CITY OF SOUTH BEND South Well Field Water Treatment Plant and Distribution System Improvements — Contract B — Watermain 117-059B August 22, 2023 G.E. Marshall, Inc. 24 6-INCH GATE VALVE AND BOX W/ 5 EA $ 1,675.43 $ 8,377.15 JOINT RESTRAINTS 25 24 IN DI MJ 45 DEG. BEND W/ JOINT 1 EA $ 3,987.71 $ 3,987.71 RESTRAINTS 26 20 IN DI MJ 45 DEG. BEND W/ JOINT 7 EA $ 2,899.35 $ 20,295.45 RESTRAINTS 27 20 IN DI MJ 22.5 DEG. BEND W/ JOINT 5 EA $ 3,005.72 $ 15,028.60 RESTRAINTS 28 20 IN DI MJ 11.25 DEG. BEND W/ JOINT 1 EA $ 2,978.01 $ 2,978.01 RESTRAINTS 29 24 IN X 20 IN DI MJ REDUCER W/ JOINT i EA $ 3,734.36 $ 3,734.36 RESTRAINTS 30 24 IN X 16 IN DI MJ REDUCER W/ JOINT i EA $ 3,215.85 $ 3,215.85 RESTRAINTS 31 20 IN X 12 IN DI MJ REDUCER W/ JOINT 1 EA $ 2,109.38 $ 2,109.38 RESTRAINTS 32 12 IN DI MJ 22.5 DEG. BEND W/ JOINT 1 EA $ 981.20 $ 981.20 RESTRAINTS 33 24 IN DI MJ TEE W/ JOINT RESTRAINTS 1 EA $ 6,962.96 $ 6,962.96 34 20 IN X 12 IN DI MJ TEE W/ JOINT i EA $ 3,567.97 $ 3,567.97 RESTRAINTS 35 20 IN X 6 IN DI MJ TEE W/ JOINT 5 EA $ 3,416.87 $ 17,084.35 RESTRAINTS 36 12 IN DI MJ TEE W/ JOINT RESTRAINTS 1 EA $ 1,451.01 $ 1,451.01 37 12 IN TAPPING SLEEVE AND VALVE 1 EA $ 6,371.38 $ 6,371.38 38 36 IN STORM SEWER, C-900 25 LF $ 781.58 $ 19,539.50 39 DEWATERING 1 LS $ 111,070.00 $ 111,070.00 40 TRENCH STABILIZATION 500 LF $ 30.23 $ 15,115.00 41 MAINTAINING TRAFFIC 1 LS $ 26,707.20 $ 26,707.20 Bidder (Firm) Address: G.E. Marshall, Inc. 1351 Joliet Rd. City/State/Zip: Valparaiso, IN 46385 Telephone Number: By BASE BID TOTAL $ 2,385,443.87 219 462-3415 (Signature) Marshall, President Version 09/29/2021 Contractor's Bid for Public Works - 8 BID/PROPOSAL _ CITY OF SOUTH BEND South Well Field Water Treatment Plant and Distribution System Project Name: Improvements — Contract B — Watermain Project Number: 117-059B For Bids Due: August 22, 2023 Contractor Name: G.E. Marshall, Inc. Frank A. Marshall, President (Printed Name of Person Signing) Version 09/29/2021 Contractor's Bid for Public Works - 9 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: Bidder: 117-059B G.E. Marshall, Inc. Project Name South Well Field Water Treatment Plant and Distribution System Improvements Contract B — Watermain Total Bid Amount: $ 2,385,443.87 MBE Goal: 1.5% Page 1 of 1 Name & Address of MBE Primary Contact Person (Name/Telephone) Scope of Work to be Performed (Attach scope/schedule if you need additional space) Dollar Amount of MBE Component Percentage of Total Bid/Proposal DLZ 316 Tech Dr. Burns Harbor, IN 46304 Brian Nelson 219-764-4700 Layout Engineering $35,800.00 1.50 % Submitted by: Frank A. Marshall. President Print Name I August 22, 2023, Date Version 09/29/2021 Contractor's Bid for Public Works - 10 Ur ;. 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: Bidder: 117-059B G.E. Marshall, Inc. South Well Field Water Treatment Plant and Distribution System Improvements Project Name: Contract B — Watermain Total Bid Amount: $ 2,385,443.87 WBE Goal: 4% Page 1 of f Name & Address of WBE Primary Contact Person Scope of Work to be Performed Dollar Amount of WBE Percentage I of Total (Name/Telephone) (Attach scope/schedule if you need additional space) Component Bid/Proposal Modern Edge LLC Drew Sarkisian Silt fence installation, Farm Field Fence $ 21,446.10 0 9% 653 Steele Dr. (219) 707-8467 Installation, and Type R Seeding. Valparaiso, IN 46385 KB Enterprise Inc. Kelsey Bolakowski Furnishing of a portion of ductile iron pipe $ 119,272.20 5% 8197 N Emery Rd (574) 303-4780 and fittings. Rolling Prairie, IN 46371 State Barricading, Inc. James Michalski Traffic Maintenance. $ 20,756.00 0.9% 24963 US 20 W (574) 287-2078 South Bend, IN 46628 Submitted by: Frank A. Marshall , President Print Name 4 L'�— 1 ( 9 August 22,2023 Signatu Date Version 09/29/2021 Contractor's Bid for Public Works - 11 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN 4 =- 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: 117-059B Date: August 22, 2023 South Well Field Water Treatment Plant and Distribution System Project Name: Improvements — Contract B — Watermain Bidder: G.E. Marshall, Inc. Contact Person: Frank A. Marshall, President Telephone: 219-462-3415 Address: 1351 Joliet Rd. City: Valparaiso State: Indiana Zip: 46385 Email. frank.marshall@gemarshall.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• httnJ1www_in.aov1MoA/_ 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 Indiana Minority and Women Business Enterprises, found on their website (http://www.in.gov/idga). I affirm that I have made good faith efforts to select portions of the contract work to be 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 V means the interest of all MBEs in the scopes of work of the contract. 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 J concerning subcontract opportunities and allowed MBEs reasonable time to respond to such advertisements. I affirm that I performed any and all necessary steps to provide written notices in a manner reasonably calculated to inform MBEs of subcontracting opportunities and allowed sufficient time for MBEs to participate effectively. 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 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 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 - 12 i CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.0 T 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 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 -13 CITY OF SOUTH BEND _ �f 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: Project Name: Bidder: 117-059B Date: August 22, 2023 South Well Field Water Treatment Plant and Distribution System Improvements — Contract B — Watermain G.E. Marshall, Inc. Contact Person: Frank A. Marshall, President Address 1351 Joliet Rd. Telephone: 219-462-3415 City: Valparaiso State: Indiana Zip: 46385 Email: frank. marshall@gemarshall.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://www.in. ovhdoa/. 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 of Inclusion Program Plan and the Indiana Department of Administration's certified list of Indiana Minority and Women Business Enterprises, found on their website htt ://www.in. ovridoa . I affirm that I have made good faith efforts to select portions of the contract work to be performed by WBEs, including, where appropriate, breaking out contract work items into economically feasible units to facilitate WBE participation. I affirm that I have made good faith efforts to solicit through all reasonable and available means the interest of all WBEs in the scopes of work of the contract. JI affirm that I attended all pre -bid meetings scheduled by the City of South Bend to inform WBEs of contracting and subcontracting opportunities. •/I affirm that I advertised in general circulation and/or trade association publications 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 V reasonably calculated to inform WBEs of subcontracting opportunities and allowed sufficient time for WBEs to participate effectively. I affirm that I followed up on initial solicitations with interested WBEs. JI affirm that I negotiated with interested WBEs in good faith, including providing such WBEs with adequate information about the plans, specifications and other requirements of the subcontract. Version 09/29/2021 Contractor's Bid for Public Works -14 CITY OF SUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM WBE-2.0 EVIDENCE OF GOOD FAITH EFFORTS ~ 1 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. I affirm that i have made good faith efforts to assist interested WBEs in obtaining necessary equipment, supplies, materials, or related assistances or services, where appropriate. JI affirm that I did not reject any WBEs as unqualified without sound business reasons based on a thorough investigation of their capabilities. L2A T RECORDS: The bidder has maintained the following records for each WBE that has bid on racting opportunity; dress, and telephone number; tion of information provided by the bidder or subcontractor; and ent of whether an agreement was reached, and if not, why not, including any reasons for hat the MWBE was unqualified to perform thejob. *Proper demonstration of Good Earth Efforts omissions shad be corequires your initials next to all of the above boxes. Any nsidered grounds for rejection of the bid by the Board of Public W South Bend reserves the right to request additional information, orks. The City of Version 09/29/2021 Contractor's Bid for Public Works - 15 CITY OF SOUTH BEND =" MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 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 OF Project Number: 117-059B MBE Participation Goal 1.5% South Well Fi9fd WAter Treatment Plant and Distribution System Project Name: Imp rovemen — ntrbct B — Watermain Bidder: G.E, Marshall, Inc. j By: f :IA. Marshall, President Augosi ($ g ture (Title) (Date) MBE Firmf DLZ Owner or Contact at MBE Firm Brian Nelson Telephone: 219-764-4700 Fax: TYPE OF WORK SOLICITED FOR THIS PROJECT: Layout Engineering Email: bnelson@dlz.com RESULTS OF CONTACT WITH THE MBE FIRM: G.E. Marshall Inc. will be utilizing DLZ as the layout engineer on the project. MBE Firm Owner or Contact at MBE Firm Telephone: Fax: Email: TYPE OF WORK SOLICITED FOR THIS PROJECT: RESULTS OF CONTACT WITH THE MBE FIRM: Version 09/29/2021 Contractor's Bid for Public Works - 16 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN f •' _ ;•;: 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 OF Project Number: 117-059B WBE Participation Goal 4% South Well Field Water Treatment Plant and Distribution System Project Name: lmproveme = ontract B — Watermain Bidder: G.E.f h I, Inc.By: -4—=� Frank A. Marshall, President August 22, 2023 (S' n ur (Title) (Date) WBE Firrttf Kelko Enterprise LLC Owner or Contact at WBE Firm Leroy Dreibelbeis Telephone: 574-309-8728 Fax: Email: Irdkelko@gmail.com TYPE OF WORK SOLICITED FOR THIS PROJECT: Pipe and fittings material supply. RESULTS OF CONTACT WITH THE WBE FIRM: G.E. Marshall Inc. will be utilizing Kelko Enterprise LLC. on this project. WBE Firm Owner or Contact at WBE Firm Telephone: Fax: Email: TYPE OF WORK SOLICITED FOR THIS PROJECT: RESULTS OF CONTACT WITH THE WBE FIRM: Version 09/29/2021 Contractor's Bid for Public Works - 17 CITY OF SOUTH BEND �_F7pk, MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN - ' '" J. 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 OF Project Number: 117-059B WBE Participation Goal 4% South Well Fie! Water Treatment Plant and Distribution System Project Name: ImprovemgMf — Cbntract B — Watermain Bidder: G.E. By: Frank A. Marshall, President (I itle) u s t 22, 2023 (Date) WBE Firm I' Perimeter Security Inc. Owner or Contact at WBE Firm Shelly Hill Telephone: 219_789.7328 Fax: Email: shelly@perimetersecurityinc.net TYPE OF WORK SOLICITED FOR THIS PROJECT: Fencing removal and replacement. RESULTS OF CONTACT WITH THE WBE FIRM: G.E. Marshall Inc. will be utilizing Perimeter Security Inc. on this project. WBE Firm Modern Edge LLC Owner or Contact at WBE Firm Drew Sarkisian Telephone: 866-504-3343 Fax: Email: DSarkisian@ModernEdgeLLC.com TYPE OF WORK SOLICITED FOR THIS PROJECT: Silt fence installation and Type R Seeding RESULTS OF CONTACT WITH THE WBE FIRM: G.E. Marshall Inc. will be utilizing Modern Edge LLC on this project. Version 09/29/2021 Contractor's Bid for Public Works - 17 i lli Rc CITY OF SOUTH BEND l' MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN 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 OF Project Number: 117-059B WBE Participation Goal 4% South Well Field Water Treatment Plant and Distribution System Project Name: Improveme ontract B — Watermain Bidder: G.E. Marshal, In By: Frank A. Marshall, President August 22, 2023 (Si Tat r) (Title) (Date) WBE Firm ' State Barricading Inc. Owner or Contact at WBE Firm James Michalski Telephone: 574-287-2078 Fax: 574-287-1744 Email: statebarricadel@aol.com TYPE OF WORK SOLICITED FOR THIS PROJECT: Traffic control and road closures. RESULTS OF CONTACT WITH THE WBE FIRM: G.E. Marshall, Inc. will be utilizing State Barricading for this project. WBE Firm BUC Construction Supply, Inc. Owner or Contact at WBE Firm Teresa Butler Telephone: 765-412-3484 Fax: Email: tc@bucconstructionsupply.com TYPE OF WORK SOLICITED FOR THIS PROJECT: Pipe and fitting material supply. RESULTS OF CONTACT WITH THE WBE FIRM: G.E. Marshall Inc. will not be using BUC Construction Supply, Inc. on this project. Version 09/29/2021 Contractor's Bid for Public Works - 17 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 .TAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS Date: August 16, 2023 To: All Planholders From Laura Hensley, Interim Clerk, Board of Public Works Subject Addendum Number: 1 (Cover Page and Pages 1-30) South Well Field, Water Treatment Plant, and Distribution System Project Name: Improvements — Contract B - Watermain Project No.: 117-059B ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: August 17,2023 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 bid package upon submittal. Notes: M U ST also be included with your THIS ADDENDUM MAY AFFECT YOUR BID. The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: G.E. Marshall, Inc. Authorized Signature: Date: August 22,2023 G.E. MARSHALL, INC. CITY OF SOUTH BEND SOUTH WELL FIELD WATER TREATMENT PLANT AND DISTRIBUTION SYSTEM IMPROVEMENTS AUGUST 22, 2023 State Board of Accounts Form 96 Section II Plan and Equipment Questionnaire #1 Scope of Work: ■ Execute contract, procure bonds, and insurance. ■ Contact Indiana 811 to have public utilities located and marked. ■ Mobilization of manpower, equipment, and materials. • Establish clearing limits. ■ Install erosion control devices. • Clear and remove trees within the water main easements. * Establish construction layout. ■ Install watermain pipe and fittings as shown on plans. • Restore asphalt roadways, gravel drives, and fencing as shown on plans. ■ Remove erosion control devices. ■ Seed and Mulch green areas that were disturbed during construction. ■ Demobilization G.E. Marshall Inc. City of South Bend South Well Field Water Treatment Plant and Distribution System Improvements August 22, 2023 State Board of Accounts Form 96 Section II Plan and Equipment Questionnaire #2 Name and Address of Suppliers: Core & Main 731 West Ireland Road South Bend, IN 46614 Kelko Enterprise LLC 57335 Timothy Road New Carlisle, IN 46552 G.E. Marshall Inc. City of South Bend South Well Field Water Treatment Plant and Distribution System Improvements August 22, 2023 State Board of Accounts Form 96 Section 11 Plan and Equipment Questionnaire #3 Name and Address of Subcontractors DLZ 316 Tech Drive Burns Harbor, Indiana 46304 Homer Tree Service 16464 W. 143rd St. Lockport, Illinois 60441 Milestone 24358 State Road 23 South Bend, IN 46614 Bull's Eye Boring, Inc. 3220 21 st St. Zion, IL 60099 State Barricading, Inc. 24963 US 20 W. South Bend, IN 46628 G.E. MARSHALL, INC. CITY OF SOUTH BEND SOUTH WELL FIELD WATER TREATMENT PLANT AND DISTRIBUTION SYSTEM IMPROVEMENTS AUGUST 22, 2023 State Board of Accounts Form 96 Section II Plan and Equipment Questionnaire #2: Subcontractors used on public works projects during the past five (5) years - Rieth-Riley Construction Company Milestone 7500 West 5th Avenue 1700 East Main Street Gary, Indiana 46406 Griffith, Indiana 46319 Asphalt & Concrete Asphalt & Concrete K & S Engineers 9715 Kennedy Avenue Highland, Indiana 46352 Material Testing Slusser's Green Thumb 1610 Genesis Drive LaPorte, Indiana 46350 Landscaping & Seeding Mt. Carmel Stabilization Group P.O. Box 458 Mt. Carmel, IN 62863 Soil Stabilization Traffic Control Specialist, Inc. 1810 W. Pacific Ave. Knox, IN 46383 Traffic Control Hawk Enterprises, Inc. 1850 E. North Street Crown Point, IN 46307 Electrical Contractor Modern Edge 653 Steele Dr. Valparaiso, IN 46385 Landscaping & Seeding Specialties Company, LLC 7212 N Shadeland Ave, Ste 209 Indianapolis, IN 46250 Soil Stabilization G.E. MARSHALL INC* SITE WORK a EXCAVATING a DEMOLITION VALPARAISO, IN � 1351 Joliet Road . P. O. Box 242 • Valparaiso, IN 46384 • www.gemarshall.com Tel 219-462-3415 • Fax 219-462-3964 173OUII'MI:1T LIST YEAR HAKE MODEL 2023 John Deere 250G LC FT4 2022 John Deere 245G LC 2021 John Deere 470G 2021 John Deere 135G 2021 John Deere 85G 2020 John Deere 350G 2018 John Deere 470G 2018 John Deere 245G 2018 John Deere 135G 2018 John Deere 85G 2017 John Deere 60G 2017 John Deere 85G 2017 John Deere 35G 2016 John Deere 245G LC IT4 2016 John Deere 85G 2015 John Deere 350G 2015 John Deere 380G 2015 John Deere 50G 2015 John Deere 85G 2015 Volvo ECR145DL 2013 John Deere 470G 2013 John Deere 290G 2013 John Deere 290G 2012 Volvo EC380DL 2011 John Deere 225D LC 2009 John Deere 450D LC 2009 Kubota Mini Exc. KX80 2009 John Deere 135D-RTS 2008 Bobcat Compact Exc. 435 H 2008 John Deere 270D-LC 2008 Kobelco SK295 2007 John Deere 450D LC 2007 John Deere 350D LC 2007 Kobelco SK350LC 2007 Volvo G6976 2007 Yanmar Vi075-5 2006 John Deere 270CLC 2006 Kobelco SK480LC 2005 John Deere 160C LC 2005 John Deere 370C 2005 John Deere 450C LC 2003 John Deere 225C-RTS 2003 John Deere LC-200 2002 Hitachi EX200LC-5 2000 Hitachi EX330LC-5 2000 John Deere 330LC 1998 Hitachi EX270-5 1998 Hitachi EX330LC-5 1996 Hitachi EX300LC 1994 Hitachi EX300LC2 1994 Hitachi EX100WD-3 8/18/2023 Page 1 COMBINATION RACHROES YEAR MAKE MODEL 2004 John Deere 310SG 1997 CASE 580SL 4WD Extendahoe 1 OAIIERS - RIJRRER TIRED YEAR MARE MODEL 2020 John Deere 644L 2020 John Deere 624L 2018 John Deere 544K 2015 John Deere 644K 2015 John Deere 744K T3 2015 John Deere 544K 2015 CAT 950M 2012 John Deere 544K 2012 John Deere 644K 2009 John Deere 644K 2009 John Deere 844K 2006 John Deere 624J 2005 CAT 950G II 2005 John Deere 544J 2002 CAT 98OG 2002 CAT 950G 1999 Kawasaki 85ZIV-2 1998 CAT 966F 1995 CASE 821 B 1987 Trojan 5500 1979 Fiatallis 945B LOADERS -CRAWLER YEAR MAKE MODEL 1999 CAT 973 LGP SKID STEER LOADERS - RUBBER TIRED & TRACK YEAR MAKE MODEL 2018 John Deere 333G Track Loader 2017 Kubota SVL95 Track Loader 2016 John Deere 333E Track Loader 2015 Kubota SVL90 Track Loader 2015 Takeuchi TL12 Track Loader 2014 John Deere 333E Track Loader 2014 Takeuchi TL12 Track Loader 2012 John Deere 326D Skid Steer 2008 Gehl CTL85 Compact Track Loader 2005 Gehl CTL80 Compact Track Loader 2004 Gehl CTL60 Compact Track Loader 2003 Mustang MTL16 Multi -Terrain Loader 2001 Scat Trak 1750D Skid Steer 8/18/2023 Page 2 TRIIiNCllERS YEAR MAKE MODEL 2015 Vermeer RTX250 2001 Vermeer T555DT Vermeer Walk Behind Trencher Vermeer 3550 GRADERS YEAR MAKE MODEL 2007 Volvo G976 1998 John Deere 772 CH John Deere 570A Motor Grader DOZERS YEAR MAKE MODEL 2022 John Deere 700L Crawler Dozer 2021 John Deere 850L Crawler Dozer 2018 CAT D6T LGP CGC 2018 John Deere 700K Crawler Dozer 2017 John Deere 450K Crawler Dozer 2015 John Deere 650K FT4 2014 John Deere 764HSD 2014 John Deere 850K 2014 John Deere 650K 2013 John Deere 850K WLT 2013 John Deere 700K Crawler Dozer 2012 John Deere 764 HSD Crawler Dozer 2011 John Deere 450J LGP Crawler Dozer 2011 John Deere 764 HSD Crawler Dozer 2007 John Deere 850J WXLT 2007 John Deere 700J 2006 John Deere 850JWT 2005 John Deere 850J WT 2005 John Deere 70OH-LT 2005 John Deere 700J-XLT 2005 John Deere 750C-II 2004 John Deere 700H 2003 CAT D6R XW 1998 John Deere 650G LGP 1998 John Deere 850C WT 1995 CAT D6HLGP 1995 John Deere 850C WT 1994 CAT D8N 1993 CAT D6HLGP 1990 CAT D7HLGP 1989 Case 1150E 1983 CAT D81- (S Blade w/Ripper) 1954 John Deere 40C SCRAPtRS & SCRAPER PANS YEAR MAKE MODEL 2013 John Deere 1810E Scraper Pan (2 Total) 2009 John Deere 1810E Scraper Pan (2 Total) 2009 John Deere 2112E Scraper Pan (2 Total) 2007 John Deere 2112E Scraper Pan 2006 John Deere 2112E Scraper Pan 2006 John Deere 1810E Scraper Pan (2 Total) 2001 CEPCO 175CS Pull Scraper 2000 CEPCO S180 Pull Scraper (2 Total) 1981 International 444B Scraper 1972 International 433 Scraper 1970 International E211 Scraper 8/18/2023 Page 3 COMPACTORS YEAR HAKE MODEL 2014 Bomag BW211 D-50 Compactor (2 total) 2013 Bomag BW211 D-50 Compactor 2013 Bomag BW211 D Compactor 2012 Bomag BW211 Compactor 2007 HAMM 3412 Roller (2 total) 2003 HAMM HD12 Asphalt Roller 2003 HAMM 3307 Vibratory Smooth Drum Roller 1999 Bomag BW212D-3 Vibratory 80" 1998 Caterpillar 815F Sheepsfoot 1996 Ingersoll-Rand SD 100D Compactor 1996 Dynapac CA 251 D 1994 Galion D784 - Sheepsfoot (84') 1993 Caterpillar 825C Sheepsfoot 1989 Dynapac CA 25D (84') 1987 Bomag Self Prop Drum 8W142D 60" 1979 Caterpillar 815 Sheepsfoot 1978 Caterpillar 815 Sheepsfoot 1974 Caterpillar 815 Sheepsfoot DUMP TRUCKS YEAR HAKE MODEL 2023 Peterbilt 567 Quad Axle Dump 2022 Peterbilt 567 Quad Axle Dump (2 Total) 2018 Western Star 4900 Quad Axle Dump (2 Total) 2018 Peterbilt 567 Quad Axle Dump (2 Total) 2016 Freightliner M2 Single Axle Dump 2015 Freightliner M2 Single Axle Dump 2014 Western Star 4700 Quad Axle Dump 2013 Western Star 4700SF Quad Axle Dump 2007 Sterling LT9500 Quad Axle Dump 2007 Kenworth T800B Tri Axle Dump 2006 Kenworth T800B Tri Axle Dump (2 Total) 2005 Sterling LT9500 Quad Axle Dump 2004 Chevrolet C6500 Single Axle Dump 1999 Peterbilt 357 Tri Axle Dump 1998 Peterbilt 357 Tri Axle Dump (2 Total) YEAR MAKE MODEL 2009 Mack GU813 Granite T/A Rolloff Truck SEMI TRACTORS YEAR MAKE MODEL 2023 Peterbilt 567 2016 Western Star 4700SB 2016 Western Star 4700SB 2012 Western Star 4900 SA 2007 Kenworth T800 Tractor (3 Total) 2001 Mack CH613 2001 Kenworth T800B 2001 Peterbilt 378 2000 Kenworth T800B (2 Total) 1998 Mack CH613 (2 Total) 1996 Peterbilt 379 1993 Peterbilt 357 8/18/2023 Page 5 DUMP TRAILERS & LOWBOYS YEAR HAKE MODEL 2018 Kruz Termminator Dump Trailer 22' (2 Total) 2018 E-Pak Frame Dump Trailer 26' 2017 Kruz Termminator Dump Trailer 2014 Talbert Lowboy Trailer 2007 Kruz Dump Trailer 32' 2005 Talbert Lowboy Trailer w/ Flip Axle 2003 Redihaul 15 Ton Trailer 2001 Benson Dump Trailer 22' (A) 2001 MAC Dump Trailer 24' (A) 2000 East Dump Trailer 28' (A) 1998 Galbreath Dump Trailer 22' and 24' (S) 1998 Travis Dump Trailer 24' (A) (2 Total) 1997 Talbert Lowboy Trailer w/ Flip Axle (50 T) 1996 Hilbilt Dump Trailer 22' (S) (2 Total) 1995 Dorsey Dump Trailer 24' (A) 1993 Hilbilt Dump Trailer 22' (S) 1992 East Dump Trailer 24' (A) 1990 Hilbilt Dump Trailer 22' (S) 2008 Utility Step Deck Flatbed Trailer OFF ROAD 'TRUCKS YEAR MAKE MODEL 2014 CAT 740E 6x6 2012 CAT 740E 6x6 2007 John Deere 400D 6x6 (2 Total) 2005 CAT 740 6x6 (2 Total) 2004 CAT 740 2001 Hitachi AH350C Mkll 6x6 1991 Volvo A35 6x6 1992 Volvo A35 6x6 1991 CAT D400D 6x6 (2 Total) 1997 CAT D400E 2000 CAT D400E 1999 CAT D400E SERVICE & WATER TRUCKS YEAR MAKE MODEL 2022 GMC Sierra 3500 Double Cab 2022 Ford F450 XLT Crew Cab Truck 2021 GMC Sierra 3500 Double Cab 2016 Ford F450 XL Crew Cab Truck 2016 Ford F450 XL Crew Cab Truck 2016 GMC Sierra 3500 HD Crew Cab 2013 Chevrolet 3500 HD Extended Cab Truck 2007 Freightliner M2106 Truck 2007 Peterbilt 335 Water Truck 2006 Ford F450 XL Crew Cab Truck 2000 Sterling Water Truck 1999 Chevrolet 9' Utility Truck 1976 Ford 9000 Water Truck 8/18/2023 Page 6 TItACTORS / MOWERS / PLOWS YEAR MAKE MODEL 2018 Landpride RC 3715 Mower 2008 John Deere 5085M Tractor and H260 Loader 2015 John Deere 3032E Tractor 2013 John Deere 6140M Tractor 2011 John Deere 9630 Tractor 2010 E-JECT Disk (11 X 30) 2009 John Deere 9630 Tractor 2007 John Deere 9520 Tractor 2006 John Deere 9520 Tractor (2 Total) 2005 Kubota L5030 Tractor w/ Bush Hog 2003 John Deere 9520 Tractor 2002 CAT 95E Challenger 2000 CAT 95E Challenger 2000 Holland BC3900 Hydraulic Brush Cutter 2000 Kubota L46100 Tractor 2012 John Deere 4720 Tractor w/ Loader & Snow Blade 1997 John Deere 4430 Tractor 1986 John Deere 8440 Farm Tractor 1977 John Deere 8630 Farm Tractor John Deere Disc 22' Finish Disc John Deere 1600 Chisel Plow John Deere 4430 Chisel Plow Kewanee (14') Rolling Plow SEPPI High Speed Bush Cutter Carlson Landpride Tiller/ Seeder F11271 R Finn B70 Straw Blower Towner 771 13' Disc John Deere 712 Chisel Plow White 281 Offset Disc CONCRETE & ASPHALT DENSIFIERS & CRUSHERS YEAR MAKE MODEL 2011 Atlas Copco HB2000 Hydraulic Breaker 2005 Genesis GLS50 Linkage Shear 2004 EXTEC C-12 Jaw Crusher 1999 ALLU 317 Shredding Bucket 1999 PulverRam Concrete Crusher 1998 EXTEC Turbo Track Screening Plant Rammer RB42 Concrete Crusher Allied ACC39 Concrete Crusher Stanley MB350 Concrete Breaker Asphalt Zipper AZ-480 Pemberton Densifier (EX400) Pemberton 16212 Pulverizer (EX300) INDECO Compactor NPK C4C Compactor INDECO Hoe Packer CRANES, FORKLIFTS, LASERS, HAND COMPACTORS, PUMPS, SAWS, DEMOLITION TOOLS AND OTHER MISC. TOOLS ARE ALSO ON HAND AT G.E. MARSHALL, INC. 8/18/2023 Page 7 BUSINESS INFORMATION DIEGO MORALES INDIANA SECRETARY OF STATE 08/18/2023 10:48 AM Business Name: G. E. MARSHALL, INC. Business ID: 198004-465 Entity Type: Domestic For -Profit Corporation Business Status: Active Creation Date: 04/18/1980 Inactive Date: Principal Office Address: 1351 JOLIET RD, Valparaiso, IN, 46385, Expiration Date: Perpetual USA Business Entity Report Due 04/30/2024 Jurisdiction of Formation: Indiana Date: Years Due: Governing Person Information ' Title Name Address Secretary ROSS J. MARSHALL 1351 JOLIET ROAD, VALPARAISO, IN, 46385, USA President FRANK MARSHALL 1351 JOLIET ROAD, VALPARAISO, IN, 46385, USA Vice President ROGER MARSHALL 1351 W JOLIET RD, VALPARAISO, IN, 46385, USA Treasurer CLINT MARSHALL 1351 W JOLIET RD, VALPARAISO, IN, 46385, USA Registered Agent Information _ Type: Individual Name: FRANK A. MARSHALS. Address: 1351 W JOLIET RD, VALPARAISO, IN, 46385 - 0000, USA June 1, 2022 - May 31, 2026 ARTICLES OF AGREEMENT for GENERAL CONSTRUCTION OF HEAVY& HIGHWAY PROJECTS Lake and Porter Counties, Indiana Calumet City, Illinois TEAMSTERS LOCAL No. 142 An Affiliate of the International Brotherhood of Teamsters AGREEMENT BY AND BETWEEN FOUR COUNTY HIGHWAY CONTRACTORS GROUP and LABORERS' INTERNATIONAL UNION OF NORTH AMERICA STATE OF INDIANA DISTRICT COUNCIL FOR AND ON BEHALF OF ITS AFFILIATED LOCAL UNIONS #41 & #81 APRIL 1, 2022 thru MARCH 31, 2027 COLLECTIVE BARGAINING AGREEMENT BY AND BETWEEN INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150, AFL-CIO AND FOUR COUNTY HIGHWAY CONTRACTORS GROUP EFFECTIVE MAY 1, 2022 THROUGH APRIL 30, 2024 at all times said Employer is required to have one, the Union shall have the right to strike and/or picket, after notice, and use all other legal and/or economic means to cause the Employer to comply with this Article. ARTICLE XXXIV APPRENTICES Section 1. New Applicants for employment with a signatory contractor who have fewer than 4,000 hours of experience as a Construction Craft Laborer (or alternatively, cannot demonstrate equivalent skills by achieving a satisfactory score in a placement examination administered 6y the Joint Apprenticeship and Training Committee (JATC), shall, whenever practical, enter and be allowed to enter the Apprenticeship program on a non-discriminatory basis in accordance with the terms of the Apprenticeship Program. Any person entering, but failing to maintain and complete his or her apprenticeship, shall not be employed by the Employer as a Journeyworker under this Agreement. The failure of any Apprentice to maintain his or her apprenticeship status shall obligate the Employer to discharge such person upon notice from the Union. Section 2. The Apprenticeship and Training Standards approved by the Federal Bureau of Apprenticeship and Training or State Apprenticeship Committee are hereby incorporated herein by reference and made a part of this Agreement. Section 3. The Apprentice wage rates: Hours of Credit Wage Rate 0-1000 hours 75% ofjourneyworker rate 1001-2000 hours _� 85% ofjourne+orker rate 2001-3000 hours 90% ofjourneyworker rate S 3001-4000 hours ; 95% of iournevworker rate Section 4. The requirements for entry into the Apprenticeship program shall be controlled by the JATC, which shall employ appropriate testing and screening procedures. An Apprentice advances from one hours -of credit and wage -rate category to another only upon determination of satisfactory performance by the JATC, pursuant to requirements specified in the Apprenticeship Program which shall have the authority to grant accelerated credit where warranted by the performance of an individual Apprentice. Section 5. Except as provided in Section 9, the Employer shall participate in the Apprenticeship Program by considering Apprentices for employment upon referral by the Union. The Employer shall have the sole right to reject, at any time, any Apprentice referred to it, or working for it. The Employer is not obligated to accept more than one (1) Apprentice for every five (5) Journeyworkers commencing with the sixth Laborer needed by the Employer. This ratio shall be measured on a company wide basis, and 29 Effective May 1, 2017, the parties recognize that individuals employed by corporations/Employers who are party to this Agreement may perform both bargaining unit and non -bargaining unit work. Certain of these employees receive compensation in such a manner that it is difficult to determine for purposes of fringe benefit contributions the precise number of hours which are spent performing bargaining unit work. It is therefore agreed that when an employee who is employed bya corporation/Employer, performs both bargaining unit and non -bargaining unit work and who: A. Is a shareholder, officer and/or director of the corporation/Employer, or B. Is a 151% or greater owner of an LLC or the equivalent thereto, or C. Is a relative (father, mother, son, daughter, brother, sister, husband, wife, in-law) of a shareholder, officer and/or director of the corporation/Employer, the bargaining parties have agreed that any shareholder/relative reporting under this clause must report one hundred thirty-five (135) hours per month twelve (12) monthsa year, irrespective of the amountofwork they perform or the amount of compensation they receive in any individual month. Contributions are due by the 10th day of the preceding month for which the Employer is reporting. The Employer may elect to report on the basis of actual hours worked per month provided hours reported are in excess of one hundred thirty-five (135) hours each month. Hours reported in excess of one hundred thirty-five (135) hours are reported on the Employer's regular remittance report due by the 10th day of the following month. The Employer shall be required to make contributions on behalf of such employees for at least a minimum of one hundred thirty-five (135) hours per month or, at the employee's election, actual hours worked in a month if greater than one hundred thirty-five (135). Corporate officers, shareholders and their children will be exempt from this provision when they operate equipment doing bargaining unit work during an emergency such as fire, flood, or to save life or property. The sole liability of the Employer to the Apprenticeship Fund shall be the payment of hourly contributions as set forth in this Article, provided, however, that nothing herein shall be interpreted to release the Employer from its obligations under the Apprenticeship Standards asset forth above and shall be liable for contributions due, liquidated damages, interest, and any other cost of collection. SECTION 2 - WAGES AND FRINGE BENEFITS FOR APPRENTICES IN ALL COUNTIES The following schedule sets forth the rate of pay and contributions for fringe benefits for apprentices in the period or step number indicated on the introduction slip: FRINGE BENEFITS FOR FIRST AND SECOND YEAR APPRENTICES "17 5(u18 511f12 stj4a 5aa Health & Welfare $14,50 $15.00 ###$1.75 ###S1.75 ###S1.80 Pension $6.70 $7.20 REF $1.40 $1.40 Vacation Savings $0.50 $0.50 Apprenticeship Fund $1.35 $1.35 RASP $3.25 $3 50 BCRC $0.08 $0.06 CIRSTF $0.40 $0:15 CAF $012 S0.12 Four County Highway Contractors Group FINAL 2 Hagan February 28. 2017 Health &Welfare 511L17 $14.50 5LU18 SLU19 5(u20 511�71 S15.00 Pension S10.50 ### S1.75 #iF# $1.75 ##N $1.00 $11,00 REF $1.40 $1.40 Vacation Savings $0.75 $0.75 Apprenticeship Fund $1.35 $1.35 RMSP $3.25 $3.50 BCRC SUB $0.08 CIRSTF $0.40 $0.45 CAF $0.12 $0.12 WAGES FOR ALL APPRENTICES 5L1L17 1st Year 2nd Year S23.85 $26,80 $24 25$ ### 5J1�20 S175 �1 ### 51.75 1stHalfof3rd Year $28.80 $2.20 S29.20 2nd Half of 3rd Year $30.65 $31,05 1st Half of 4th Year $32.70 $33.10 2nd Half of 4th Year $36.45 $36.85 ### Prior to May 1st, the total package shall be allocated between wages and fringe benefits as determined by the Union. Contributions to the Welfare, Pension and Apprenticeship Fringe Benefit Funds shall notconstitute wages to the employee. At the end of 6.000 on-the-job training hours, the Apprentice shall become a Journeyman Engineer and shall be paid pursuant to the wage scale and classifications set forth in this Agreement, In no event shall the rate of pay for apprentices exceeding that rate provided for the classification of machine the apprentice may be operating as contained in Article XI I of this Agreement. Apprentices shall be paid the wage rate set forth on the Apprenticeship Introduction Slip issued to the Employer and the Apprentice at the time the Apprentice is dispatched to the Employer. The Introduction Slip shall indicate the statusoftheApprentice. As theapprentice progresses in period or step number, he shall be paid pursuant to the rates set forth in this Agreement. In addition to the above provisions for rates of pay, the Employer shall pay fringe benefit contributions as provided for in this Agreement. ARTICLE FRINGE BENEFITS AND WAGE RATES FOR LAKE, PORTER, LAPORTE AND ST. JOSEPH COUNTIES FRINGE BENEFITS 511/17 5/1/16 Health & Welfare $14.50 � f19 511/20 ula $1500 Pension $10.50 ###SL75 111.aa ### S1,75 ### $1.80 REF $1.40 11.40 vacation Savings SL.00 $1.00 Apprenticeship Fund $1.35 $1,35 RhISP $3.2.5 $3.50 Br_RC $0,08 SO 08 CIRSTF SO 40 $0-45 CA F $n.l_ 31).12 33 Four COUntyHighway Contractors Group FINAL 2 DFagan February 28, 2017 when using new types of equipment not formerly used by his Company; the Negotiating Committee of the Employers and the Unions shall meet to immediately negotiate the wage scale for same. The agreed rate shall be retroactive to the equipment's first day of use. Section 16. Apprentices. 1 Generai. The parties to this Agreement have established an apprenticeship program that is administered by the Teamsters Union Local No. 142 Training and Apprenticeship Trust Fund (hereinafter "Apprenticeship Program."), This Article applies to each apprentice who is accepted into and enrolled in the Apprenticeship Program (hereinafter "Apprentice"). 2- Probation Period. Each Apprentice shall be required to serve a probationary period of not less than 600 hours of on-the-job learning, over a period of not less than six consecutive months. The rate of pay for an Apprentice for this probationary period shall be fifty percent (50%) of the applicable rates set forth in ARTICLE 4 f of this Agreement (hereinafter "Journeyworker Rates"). 3. Wages. The wages of an Apprentice shall be a percentage of the Journeyworker Rates, which percentage shall be: Minimum On -The -Job Hours to Complete Aeriod The Period Minimum Time Required To Ca Applicable PP During Period 1 600 — ete the Period Percentage During Period 2 Additional 600 During Period 3 Additional 600 Addittllo aco l Six (6) consecutive tive months 65% 65 /° During Period 4 Additional 600 Additional six (6) consecutive months Additional six (6) consecutive months 90% 90% 3-(a) The applicable percentage for the apprentice wage rate referenced in Section 3 above shall be applied to the Tearnster Group III rate contained in Section 11 to determine for apprentices doing covered work. the correct wage rate 3-(b) The minimum hour and minim urn time requirements for each period are in addition to all minimum hour and minimum time requirements for previous periods. The applicable percentage for periods 2, 3, and 4 above shall not apply until the Apprentice has completed all of the minimum hour and minimum time requirements for all previous periods and all other requirements ❑f the Apprenticeship' Program for all previous periods. Employers shall contact the Apprentice Coordinator and the appropriate Business Representative responsible for the placement and wage rates of Apprentices to confirm the applicable wage rate percentage for each Apprentice. 4. Ratio. The maximum number of Apprentices for each Journeyworker shall be a ratio of 1:5 for each Employer and 1:3 on each job. Any Employer employing at least five (5) Joumeyworkers may choose to employ one (1) apprentice, if available. To avoid the layoff of Journeyworkers currently employed by an Employer, Apprentices will be placed by the Union with an Employer when the Employer makes the next available request for manpower. 5. Work, The Employer shall be responsible for the training of each Apprentice on the job. The Employer shall take reasonable steps to assign vehicles and work to an Apprentice in a manner that allows said Apprentice to meet his on-the-job training requirements under the Apprenticeship Program, 6. Coordinator. It shall be the responsibility of the Apprentice Coordinator and the appropriate Business Representative responsible for the placement and wage rates ❑f Apprentices to rotate Apprentices among Employers to insure that all Apprentices receive an -the -job training in all 15 1 K What public works projects has your organization completed for the period of one (1) year prior to the date of the current bid? Contract Amount Class of Work �..urripfE.Ilon Date - - - - - - 200,000.00 Sitework and Site Utilities 2022_ Name and Address of Owner S_ad_ dlebrooke Drainage 525,000,00 Sitework and Site Utilities _ 2022 Windy Oaks Subdivision 120,000.00 Sitework and Site Utilities _ 2022 _ w 5439 Central Ave Demo f What public works projects are now in process of construction by your organization? Contract Amount � Class of Work Expected Completion — - - - - Name and Address of Owner Date _ 131.000.00 Sitework and Site Utilities 2023 Pierce Well Field #18 1,800,000.00 Sitework and Site Utilities 2023 82nd Avenue Construction G*E. MARSHALL INC. SITE WORK o EXCAVATING O � VALPARAISO, iME�IIOL 1351 Joliet Road . P. ❑. Box 242 . Valparaiso, IN 463$4 R www-gemarshall.com Tel 219-462-3415 ■ Fax 219462-3964 Berglund Construction 126 Venturi Drive Chesterton, IN 46304 (219)926-4246 Fax 926-3747 Fred Berglund South Lake Stone 18900 Clay Street Hebron, IN 46341 (219)690-9002 Fax 690-9004 Derrick Norris Georgia-Pacific Gypsum Corporation 133 Peachtree Street Northeast Atlanta, GA 30303 (404)652-7123 Fax 230-4689 Dave Sundell Lend Lease 30 S. Wacker Drive — Suite 2400 Chicago, IL 60606 (312) 656-0150 Fax 245-1379 Curtis Brown Graycor 1 Graycor Drive Homewood, IL 60430 (708)206-0500 Fax 221-7119 Jim McAvoy / Randy Norris Milestone 24358 State Road 23 South Bend, IN 46614 (574)288-4811 Fax 289-7174 Nick Relias References Coolman Communities 359 S. Franklin Street Valparaiso, IN 46383 (219)464-8055 Fax 477-4557 Ron Fisher/Bob Coolman Community Living Solutions 280I E. Enterprise Ave. — Suite 202 Neenah, WI 54956 (920)969-9344 Fax 969-9345 Charlie Frederick NIPSCO 801 E. 86th Avenue Merrillville, IN 46410 Craig Hicks U.S. Aggregates 9331 W. 205 Avenue Lowell, IN 46356 (219)696-5467 Fax 696-5467 Rieth-Riley Construction Co. 7500 W. 5th Avenue Gary, IN 46406 (219)977-0722 Fax 944-2472 Keith Rose Notre Dame University 100 Facilities Building Notre Dame, IN 46556 (574)631-563 7 Fax 631-8468 Paul Kemph ff G.E. MARSHALL IMCe SITE WORK a EXCAVATIKS O DEMOLITION VALPARAISO, IM 1351 Joliet Road * P. O. Box 242 a Valparaiso, IN 46384 . www.gemarshall.com Tel 219-462-3415 • Fax 219.462-3964 References Valparaiso University 610 Don Hovey Valparaiso, IN 46383 (219)464-5132 Fax 464-6721 Fred Plant Gabis Arboretum & Gardens 71 North 500 West Valparaiso, IN 46385 (219)462-0025 Fax 464-0331 Damien Gabis Bid Bond CONTRACTOR: (Name, legal status and address) G.E. Marshall, Inc. P.O. Box 242 Valparaiso, IN 46384 OWNER: (Nana, legal status and address) City of South Bend 1316 County -City Building South Bend, IN 46601 BOND AMOUNT: 5% Document A310 TM - 2010 Conforms with The American Institute of Architects AIA Document 310 SURETY: (Name, legal status and principal place r►f buclnets) Fidelity and Deposit Company of Maryland 1299 Zurich Way, 5th Floor Schaumburg, IL 60196-1056 Mailing Address for Notices Five Percent of Amount Bid This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or m chi ication. Any singular reference to Contractor, Surety, Owner or other party shall be considered plural where applicable. PROJECT: (,4'an)c,, locotioir, or address; and Project nranber, ;jarry j South Well Field Water Treatment Plant and Distribution System Improvements; Contract B - Watermain - Project No. 117-059B The Contractor and Surety are bound to the Owner in the amount set forth above, for file payment of which the Contractor and Surety bind themselves, their heirs, escc►otors, administrators, successors and assigns. jointly and severally. as prowided herein. The coiiditians of this Bond arc 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 ►►ith 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 perfonuance of such Contract and for the prompt payment of labor and material furnished in the prosecution thereof, or (2) pays to die 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 perronn the work covered by said hid, then this obligation shall br null and void, wlien6se to remain in lull rorce and cilect. The Surety hereby ►►^dives any notice ol'an a�ruemeni between the O►waer and Contractor to extend the lime in ► hich the Owmermay accept the bid. Waiverol'nutice by the Surely shall not apply to any extension exceeding sixty (60) days in the aggrcgale beyond the time for acceptance ol'bids %pecilied in the bid documents, and the Owner and Contractor shall obtain the Surety's consent fir an extension beyond sixty (60) days. If this Bond is issued in connection with a subcontractors bid to a Contractor, the temr Contractor in this Bond shall be doomed to be Subcontractor and the term O% ncr shall be deemed to be Contractor. W11cn this Bond has been lurniAed to cunt ply ►Fitlt a statutory or tit her legal requirement in [lit li=tion of the project, any provision in this Thin con llicling wiIh said statutory or legal requirement shall he deemed deleted hereliom and provisions; con rorming to surf(;,,. "... Multi tory or oth cr legal requlrem ent shall be dCenled incorporated herein. WIten v.) rumislled, Slit Intent is that this Bond shalle��4• 4 as a statutory bond and not as a common law bond. f Signed and scaled this 22nd day of August, 2023. G.E. Marshall tic. = SEAL (Principal] (Seal) ... ••' . ! it 'ss) Lind Stewart +�'•y,Nfl1A�€''+,.•`•',``, X. (111111 cr,ti Sarah M. Schill (17fle) Prlin A. Fidelity And 11, President of (Seal) By. (frrlr) KathryA R. P stma, Attorney -in -Fact �+p,ta � i u urHr osat Corray1da, I... ti a ::oZPoFyq o r�SEAL m7 y.ISO '•...... 4 s-00541AS sn o Bond Number: Bid Bond Obligee City of South Bend 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 Kathryn R. Postma , its true and lawful agent and Attorney -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. fN 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 18th day of April, A.D. 2023. ,,Jill llll!!!r, ilt}I P111 P, lyrN 400 0 .�p�0,u I c 11, y. USEALmIn=vSEALmi's1"SEAL�t��= '.y A}. t�%,� r ' `+ '•,, ,alx�f a� 's,.4�w .�r f ..ate arniilncls �i�rF°wllvaix�,� '`••iri;"°i° l'�.�• ATTEST: ZURICH AMERICAN INSURANCE COMPANY COLONIAL AMERICAN CASUALTY AND SURETY COMPANY FIDELITY AND DEPOSIT COMPANY OF MARYLAND By: Robert D. Murray Vice President By: Dawn E. Brown Secretary State of Maryland County of Baltimore On this 18th day of April, A.D. 2023, 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 sworn, 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. ,yOTiRY q Iva Bethea' Notary Public My Commission Expires September 30, 2023 Authenticity of this bond can be confirmed at bondva lidator.zu rich na.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 ►rritten instrument under the attested corporate seal, appoint attorneys -in -fact +vith 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 revolve 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 51h 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 22nd day of August . 2023 lk a' & ;gg?�SEAL�� -`v �SEAL�� - =+�LSEA- 411.1i L�= q q 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 repgrtsfelaims@ZUriChna.com 800-626-4577 Authenticity of this bond can be confirmed at bondva lidator.zu rich na.com or 410-559-8790 G.E. MARSHALL, INC. & SUBSIDIARY CONSOLIDATED FINANCIAL STATEMENTS December 31, 2022 and 2021 G.E. MARSHALL, INC. & SUBSIDIARY TABLE OF CONTENTS Independent Auditor's Report ..................... Financial Statements Consolidated Balance Sheets..................................................................... Consolidated Statements of Operations and Retained Earnings Consolidated Statements of Cash Flows ............................................... .....Page 1-2 3 4 5 Notes to Consolidated Financial Statements. ................................................................................. . ................ 6-19 SOMERSET CPAs AND ADVISORS To the Board of Directors G.E. Marshall, Inc. & Subsidiary Valparaiso, Indiana Opinion 11 Independent Auditor's Report We have audited the consolidated financial statements of G.E. Marshall, Inc. & Subsidiary (the "Company"), which comprise the consolidated balance sheets as of December 31, 2022 and 2021, and the related consolidated statements of operations and retained earnings, and cash flows for the years then ended, and the related notes to the consolidated financial statements. In our opinion, the accompanying consolidated financial statements present fairly, in all material respects, the financial position of the Company as of December 31, 2022 and 2021, and the results of its operations and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinion We conducted our audits in accordance with auditing standards generally accepted in the United States of America (GAAS). Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the Company and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audits. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Responsibilities of Management for the Consolidated Financial Statements Management is responsible for the preparation and fair presentation of the consolidated financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation and maintenance of internal control relevant to the preparation and fair presentation of consolidated financial statements that are free from material misstatement, whether due to fraud or error. In preparing the consolidated financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Company's ability to continue as a going concern within one year after the date that the consolidated financial statements are issued or available to be issued. Auditor's Responsibilities for the Audit of the Consolidated Financial Statements Our objectives are to obtain reasonable assurance about whether the consolidated financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the consolidated financial statements. In performing an audit in accordance with GAAS, we: ■ Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the consolidated financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the consolidated financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Company's internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the consolidated financial statements. ■ Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the Company's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings and certain internal control -related matters that we identified during the audit. -,ers,+ Cite s, Indianapolis, Indiana April 13, 2023 G.E. MARSHALL, INC. & SUBSIDIARY NOTES TO CONSOLIDATED FINANCIAL STATEMENTS December 31, 2022 and 2021 NOTE 9 - CONCENTRATIONS OF CREDIT RISK (CONTINUED) At times, such amounts may be in excess of the FDIC insured limit. Insurance coverage is $250,000 per depositor at each financial institution, and non -interest bearing cash balances may exceed federally insured limits. The Company routinely assesses the financial strength of its customers and, as a consequence, believes that its contracts receivable credit risk exposure is limited. NOTE 10 - PERFORMANCE OBLIGATIONS As of December 31, 2022, the Company's remaining performance obligations, or backlog, were approximately $8,168,000. The Company expects to recognize all remaining performance obligations as revenue during 2023. This is based on signed contracts for which cancellation is not anticipated. NOTE 11 - MAJOR CUSTOMERS There was one customer that accounted for approximately 16% of contract revenues for the year ended December 31, 2022, and three customers that accounted for approximately 35% of contract receivables as of December 31, 2022. Approximately 33% of the Company's contract revenues for the year ended December 31, 2021, were from two customers, and two customers represented approximately 50% of contracts receivable at December 31, 2021. NOTE 12 - PENDING AND SETTLED LITIGATION The Company is subject to legal proceedings and claims which arise in the ordinary course of business. Management of the Company believes the resolution of any pending or threatened actions will not have a material effect on the Company's financial position or results of operations. 19 CITY OF SOUTH BEND, INDIANA CONTRACTOR'S BID FOR PUBLIC WORK RESPONSIBLE BIDDER CHECKLIST Project Name South Well Field Water Treatment Plant and Distribution System Improvements — Contract B — Watermain Project No. 117-059B For Bids Due August 22, 2023 Contractor Name: G.E. Marshall, Inc. 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 31 st 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 PRE -QUALIFICATION CHECKLIST (FOR BIDDERS THAT ARE NOT PRE -QUALIFIED) (a) Acknowled ements: (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) N/A List identifying all former business names. (iii) NSA 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 (vi) under all applicable state and federal laws and local ordinances. 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) N/A 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: August , 2023 lr4 Lk (Sign Frank A. Marshall President (Print Name Here) G.E. Marshall, Inc. (Name of Company) 1351 Joliet Rd. (Address of Company) Valparaiso (City) Indiana (State) 219-462-3415 (Telephone Number) Version 02/23/2022 General Conditions -14 State of Indiana Office of the Secretary of State CERTIFICATE OF EXISTENCE To Whom These Presents Come, Greeting: I, DIEGO MORALES, Secretary of State of Indiana, do hereby certify that I am, by virtue of the laws of the State of Indiana, the custodian of the corporate records and the proper official to execute this certificate. I further certify that records of this office disclose that G. E. MARSHALL, INC. duly filed the requisite documents to commence business activities under the laws of the State of Indiana on April 18, 1980, and was in existence or authorized to transact business in the State of Indiana on August 21, 2023. I further certify this Domestic For -Profit Corporation has filed its most recent report required by Indiana law with the Secretary of State, or is not yet required to file such report, and that no notice of withdrawal, dissolution, or expiration has been filed or taken place. All fees, taxes, interest, and penalties owed to Indiana by the domestic or foreign entity and collected by the Secretary of State have been paid. %� ..1: 4: N' STATp`_�k�, 1451 Z In Witness Whereof, I have caused to be affixed my signature and the seal of the State of Indiana, at the City of Indianapolis, August 21, 2023 DIEGO MORALES SECRETARY OF STATE AFffAWAV 198004-465 / 20233334150 All certificates should be validated here: https://bsd.sos.in.gov/ValidateCertificate Expires on September 20, 2023. GeE. MARSHALL INC. SITE WORK c EXCAVATING c DEMOLITION i VALPAKAISO, IN 1351 Joliet Road m P. O. Box 242 o Valparaiso, IN 46385 • www.gemarshall.com Tel 219-462-3415 • Fax 219-462-3964 Re: Staffing Capabilities/Labor Availability Statement To whom it may concern: GE Marshall, Inc. is proud to affirm its staffing capabilities, ensuring that it has a sufficient number of full-time employees to meet all operational requirements. As a 100% union operation, GE Marshall benefits from a reliable and skilled workforce that is dedicated to maintaining the highest standards of quality and productivity. With a strong commitment to its employees, GE Marshall recognizes the importance of having a robust workforce in place. The company ensures that its staffing levels are carefully managed to ensure optimal efficiency and productivity across all departments. Furthermore, GE Marshall's union affiliation provides an additional advantage in terms of labor availability. In the event that extra labor is required to address surges in demand or specific project needs, the company has the ability to draw upon the resources of the union halls, enabling them to quickly and effectively supplement their workforce. By maintaining a sufficient number of full-time employees and having access to additional labor resources through the union halls, GE Marshall is well-equipped to handle any operational challenges that may arise. This commitment to staffing capabilities demonstrates the company's dedication to excellence and its ability to deliver exceptional service to its customers. Sincerely, ,r, Frank Marshall G.E. Marshall, Inc. G.Ee MARSHALL INC* pff SITE WORK a EXCAVATING o DEMOLITION � VALFARAiS*, 1M � 1351 Joliet Road • P. O. Box 242 ■ Valparaiso, IN 46385 a www.gemarshall.com Tel 219-462-3415 • Fax 219-462-3964 G.E. Marshall, Inc. states that any individuals who will perform work at South Well Field Water Treatment Plant and Distribution System Improvements will be properly classified as an employee or an independent contractor under all applicable state and federal laws and local ordinances. two .wW.. i Olroqrlorlh SO 'Surrau of Appr.enftres4ip urb 01raint-130 Trrftfiratr jaf Registration INDIANA LABORER'S TRAINING TRUST FUND BEDFORD, INDIANA for the trade classification of CONSTRUCTION CRAFT LABORER 2e9islereo' as parf o� fie Xafional ✓`�pprenfices.ho L royram in accorofance zvilA 1Ae basic sfanofaro(s o1 apprenfices,&p esfa6l'sheo' 6y 1Ae c3ecrefary o� 6a6or December 14, 1995 IN040-0528 o�. l�ivaioi,13u�wl of rr�tlfr-w rvuirlin(rzfn� INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 150, 15013, 150A, 150C, 150RA, 150D, 150G, 150M AFFILIATED WITH THE AF L C.I O. AND BUILDING TRADES DEPARTMENT James M Sweeney V President -Business Manager `J Yr . December 16, 2019 Ms. Kacie Marshall, Administrative Associate G. E. Marshall, INC. 1351 Joliet Rd. Valparaiso, IN 46385 Re: Proof of compliance with 30 ILCS 500/30-22(6) Our file No. MI-00321 Dear Ms. Marshall: (708)482-8800 FAX (708) 482.7186 6200 JOLIET ROAD COUNTRYSIDE, IL 60525-3992 At the request of G. E. Marshall, Inc., I am providing you with evidence of the Company's compliance with the apprenticeship requirements in 30 ILCS 500/30-22(6) of the Illinois Procurement Code. I am submitting this letter along with apprenticeship certificates (Nos. IL012020003 and IL008780173). As a signatory contractor with the International Union of operating Engineers, Local 150, AFL- CIO, G. E. Marshall, Inc., is required by Collective Bargaining Agreement to participate In an applicable apprenticeship and training program approved by a and registered with the United States Department of labor's Bureau of Apprenticeship and Training. The attached certificates are evidence of compliance with eh U. S. Department of labor's apprenticeship requirements. Thank you for your cooperation in this matter. If you have any questions or concerns, please do not hesitate to contact me Very truly yours, Monica Sutton, Dispatcher IUOE Local 150, AFL-CIO District 7 Dispatch Office 2193 W. 841^ Place Merrillville, IN 46410 219-736-7710 �fi�e df Qtertifizate of Registration of Apprentirt5b "'P VtO 9mul o�erating OWineers Locar150ApprenHcmfiap Tuncf forthe VdOTC;erlarftimter ,Re.9 rsjered as part oIL4'e Xafronal2pprenl c"&P cSysfem in accordance mifS l e basic sfaxso(ards of apprQnEices"rp esfa6.A 'j 'ed 6 foie c3ecrefaryr of ',Ba Cor _ Decemder31, 19 J?S t ed ]une 23, 2011 I00087801 T3 INT Op U�A— v 'R�i7'}1E a4 �j'lt�[E�1 ��tE� �E�IAPt1�rC 4()f of Offim of appuntimb,p Certifirate of Anifstrat,to n of appuntirelbip �ragrarn C1!aeradn8 FuOeea$ ZocafI50 6Men cej* Fund For the Trade lladvwxera�rnt ff/i��'tao�s -t eyi,Y1ereO"=parf of 1Se ivnaf �a arenfrees r' cs slean in accorO(Gnce avASISe basic slandirj of apprenjice r�i� esfadf s et�6er ge ZecreZw n�LaAor Way S 2002 W§med Yune 21, 20.1.E �•��„ m IL0.12020003 rte� �tate� �epartmerrt o ff�ot office of RpprputiroWp Certifirate of Regiotration of Rp-prrntt"rr!5bt"p grogram TEAMSTERS LOCAL # 142 TRAINING AND APPRENTICESHIP TRUST FUND GARY, INDIANA FOR THE TRADE CLASSIFICATION: CONSTRUCTION DRIVER jl-?e91slereo' Qs,paz- Of 1�e .. U�If�I7Q.��?�)T'C'I1LIC�Sl21�D VL�S[Bll2 -in accol'O'Q11ce ZI11Al2 1,4e oQs1c slano(lro(s of alol renflces-ilP AUGUST 8, 2007 �c IN02007001 S `RC-Yivrulion xo. esf¢611sfwo'­6y fie 6ecref¢ry of ' cao6-Or � t�r'rrrY�Irtr'f n`Lrr�or y { 0 p " r�r/mki,41ralor, �j'�tre frprrrrrlrcue�i Section 47- Substance Abuse Polic Purpose To reduce the opportunity for accidental injuries to persons, and to protect the property of the company, employees, other workers, customers, and the general public. To detect illegal and unauthorized substance abuse and contraband in the workplace, and to improve safety, productivity, quality workmanship, tardiness and minimize employee absenteeism. Scope This policy applies to all G.E. Marshall, Inc. employees. Our Substance Abuse Policy may be required to comply with the contractual obligations of our customers, government agreements, a particular federal, state, or local agency, or owner requirements. G.E. Marshall, Inc. employees will adhere to the Building and Construction Resource Center's (BCRC) requirements. The requirements for the Standard BCRC Policy and DOT Highway BCRC Policy can be found in Attachments A and B, respectively, in Section 48 — Attachments. Definitions Alcohol - Any fermented, distilled or manufactured substance which, when consumed, can impair normal functions. Annual - Not based on a calendar year, but based on 12-month periods with the start of the period reflecting the date the employee began work on the owner's premise. Company Premises - Includes all buildings, land, vehicles, work areas, jobsites, customer areas and work locations, whether owned, leased, rented, or used by G.E. Marshall, Inc., as well as anywhere an employee is working in the course and scope of Company employment and pay status, including while working on the property of another employer, customer, or a client. Drugs - As used in this policy, the term means any drug, narcotic or other substance of which use or possession is prohibited or controlled by state or federal statute. The term includes substances prescribed by a physician. The terms and conditions under which an employee may use and possess physician prescribed drugs are covered under prescription medicines in this policy. First Visit Screening - A screening performed upon an employee's initial visit at a healthcare facility due to a work -related injury suffered on company property or the jobsite. Fitness For Duty Form - A form used to objectively determine reasonable cause for substance abuse testing. Illegal drugs - A controlled substance included in Schedule I or Il, as defined by Section 802 (6) of Title 21 of the United States Code, the possession of which is unlawful under Chapter 13 of that title. The five (5) more common illegal substances include: • Marijuana (THC metabolite) • Cocaine ■ Amphetamines • Opiates (including heroin) • Phencyclidine (PCP) © 2016 Safety Management Group of IN, Inc. 159 The term "illegal drugs" does not mean the use of a controlled substance pursuant to a valid prescription or other uses authorized by law. Negative Test - A negative screening obtained if: (1) the screen test indicated the absence of legal or illegal substances in excess of the screen limit, or (2) the screen test indicates the presence of legal or illegal substances in excess of the screen limit but the confirming test indicates the absence of legal or illegal substances in excess of the confirmation limits. Positive Test - A positive test result is obtained if: (1) substance abuse test results indicated the presence of illegal substances in excess of both the screen and confirmation limits, as verified by a Medical Review Officer, and (2) the Medical Review Officer has determined that the test results do not stem from the use of prescriptions medicines, over-the-counter medicines, food, or any cause than the use of illegal substances. Probable Cause - Probable cause will be defined as those circumstances, based on objective evidence about the worker's conduct in the workplace that would cause a reasonable person to believe that the worker is demonstrating signs of impairment due to alcohol or other drugs. In most cases, the objective evidence giving rise to probable cause will be observed by at least two individuals, but recognizing that in certain circumstances the observation may be made by only one individual. Examples of objective evidence include when a worker shows signs of impairment such as difficulty in maintaining balance, slurred speech or erratic or atypical behavior. Workinq Hours - Includes the entire period of normal working hours, including lunch periods and break periods. Procedures Prohibited Activities • Employees are prohibited from manufacturing, possessing, using, selling, distributing, receiving or transporting any controlled substance or illegal drug. • Employees are prohibited from performing duties or operating heavy machinery while under the influence of alcohol or controlled/illegal substances or drugs, Testing Requirements • Pre -Employment Screening Policy o All applicants who are being considered for employment will be required to submit to a drug and alcohol screen. If the applicant refuses to consent or tests positive, the applicant will not be allowed to report for work. For Cause Test o If an employee is reasonably suspected of possessing, distributing or selling drugs or alcohol on G.E. Marshall, Inc. property or jobsite at any time. o If the employee's behavior or job performance is reasonable cause to suspect that he/she is under the influence of drugs or alcohol on the job. o Employee is unable to perform work in a safe or productive manner. o Reasonable suspicion will be determined by a company official or competent person. © 2016 Safety Management Group of IN, Inc. 160 ■ First Visit Test o Employees, as a result of a work -related injury, that require professional medical attention will be subjected to a substance abuse screen upon arrival to the clinic. Random Test o Random testing times/dates are selected by the Safety Officer will be unannounced with no predictable frequency. o Employees refusing to be tested will be interpreted as a positive test and refusal of the test can result in discharge or the employee will have immediate termination. Confidentiality o All test results will be confidential and only accessible to authorized personnel. o It is imperative that confidentiality be maintained at all times_ o Any positive test results must be confidentially reported to the appropriate employee manager or supervisor. Post Incident o Any employee involved in work -related incident. Testing Results Employees testing positive may be allowed to remain employed if the employee at their own expense meets the following requirements: o Return to duty drug/alcohol testing is performed and results are negative. o Employees are required to have successfully completed counseling or rehabilitation program. o The employee agrees to remain drug and alcohol free while continuing employment with G.E. Marshall, Inc. o Employee that receive unacceptable testing results will not be allowed to work on owner/host facilities. SECOND OFFENSE will be cause for IMMEDIATE TERMINATION! 0 2016 Safety Management Group of IN, Inc. 161 FJ�D January 3, 2023 Fidelity and Deposit Company of Maryland 1299 Zurich Way, 5' Floor Schaumburg, IL 60196-1056 G.E. Marshall, Inc. 1351 Jolliet Road Valparaiso, IN 46385 RE: Prequalification Letter To whom it may concern: Zurich American Insurance Company and/or its subsidiary, Fidelity and Deposit Company of Maryland, have provided surety credit to G.E. Marshall, Inc. for single projects of $15,000,000 and an aggregate uncompleted backlog of $35,000,000. Zurich/F&D is rated "A+" (Superior) with a financial size category of XV ($2 billion +) by AM Best and has a US Treasury Limit exceeding $710 million. If G.E. Marshall, Inc. requests that we provide the necessary Performance and/or Payment Bonds, we will be prepared to execute the bonds subject to our acceptable review of the contract terms and conditions, bond forms, appropriate contract funding and any other underwriting considerations at the time of the request. Our consideration and issuance of bonds is a matter solely between G.E. Marshall, Inc., and ourselves, and we assume no liability to third parties or to you by the issuance of this letter. We trust that this information meets with your satisfaction. If there are further questions, please feel free to contact me at (317) 595-7344. Sincerely, Zurich American Insurance Company "V �w Andrew A. Lanphere Attorney -in -Fact Fidelity and Deposit Company of Maryland Andrew A. Lanphere Attorney -in -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 Larry J. SIMONS, Kathryn R. POSTMA, Brian T. MORTON, Angela M. RILEY, Andrew A. LANPHERE, Crysty D. NURSE, Josephine G. MCKINLEY of Indianapolis, Indiana, its true and lawful agent and Attorney -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 23rd day of August, A.D. 2022. r� N SEAL �, i SEAL SEAL j ATTEST: ZURICH AMERICAN INSURANCE COMPANY COLONIAL AMERICAN CASUALTY AND SURETY COMPANY FIDELITY AND DEPOSIT COMPANY OF MARYLAND By: Robert D. Murray Vice President �Da6Z t h 1. 4 Idw Y�� By: Dawn E. Brown Secretary State of Maryland County of Baltimore On this 23rd day of August, 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 sworn, deposeth and saith, that be/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. "u"�e"vn�•s Q. �1„n„iJ 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, Attomevs-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 axed the corporate seals of the said Companies, this 3rd day of January, 2023. T,44 �'4 ' r a� ""} a { :SEAL 0 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: 800-6264577 If your jurisdiction allows for electronic reporting of surety claims, please submit to: rerx. mfclaitzts.ra zurichna.com Authenticity of this bond can be confirmed at bondvalidator.zurichna.com or 410-559-8790 (NAIC #10178) BUSINESS ADDRESS: 6300 University Parkway, Sarasota, FL 34240 - 8424. PHONE: (800) 226-3224. UNDERWRITING LIMITATION b/: $74,057,000. SURETY LICENSES c,f/: AL, AZ, AR, CO, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MS, MO, MT, NE, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WV, WI, WY. INCORPORATED IN: Florida. Federal Insurance Company (NAIC #20281) BUSINESS ADDRESS: 202B Hall's Mill Road, Whitehouse Station, NJ 08889. PHONE: (215) 640-1000. UNDERWRITING LIMITATION b/: $409,281,000. 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: Indiana. FEDERATED MUTUAL INSURANCE COMPANY (NAIC #13935) BUSINESS ADDRESS: 121 EAST PARK SQUARE, OWATONNA, MN 55060. PHONE: (507) 455-5200. UNDERWRITING LIMITATION b/: $452,556,000. 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. Fidelity and Deposit Company of Maryland (NAIC #39306) BUSINESS ADDRESS: 1299 ZURICH WAY, 5TH FLOOR, SCHAUMBURG, IL 60196 - 1056. PHONE: (847) 605-6000. UNDERWRITING LIMITATION b/: $22,325,000. 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, fir. 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/: $1,889,000. 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. Fidelity and Guaranty Insurance Underwriters, Inc. (NAIC #25879) BUSINESS ADDRESS: One Tower Square, Hartford, CT 06183. PHONE: (860) 277-0111. UNDERWRITING LIMITATION b/: $9,311,000. 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: Wisconsin. Financial Casualty & Surety, Inc. (NAIC #35009) BUSINESS ADDRESS: 3131 EASTSIDE, SUITE 250, HOUSTON, TX 77098. DLIrIr%IC• /4771 7--)7 -) -)AC Q.E. MMRSHA%LL INC. SITE WORK a EXCAVATING a DEMOLITION rALlARAB50, IN 1351 Joliet Road. P.O. Box 242. Valparaiso, IN 46384. www.gemarshall.com Tel 219-462-3415 . Fax 219-462-3964 Projects of similar size and scope of work compared to South Well Field Water Treatment Plant and Distribution System Improvements Project Owner South Bend Airport Annexation Water Main Extension Board of Public Works, City of South Bend, Indiana South Bend, IN Four Winds Casino Off -Site Sewer Extension Pokagon Gaming Authority South Bend, IN New Buffalo, MI 82nd Ave. Construction Project City of Hobart Hobart, IN Board of Public Works & Safety