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HomeMy WebLinkAboutOpening of Bids - Momentum TIF Project - Site Work - Proj No. 124-018 - PanzicaCITY OF SOUTH BEND, INDIANA CONTRACTOR’S BID FOR PUBLIC WORK Project Name MOMENTUM SITE IMPROVEMENTS Project No. 124-018 For Bids Due OCTOBER 22, 2024 PART I (Must be completed for all bids. Please type or print) Date: Bidder (Firm): Address: City/State/Zip: Telephone Number: ( ) Agent of Bidder (if Applicable): Pursuant to notices given, the undersigned offers to furnish labor and/or material necessary to complete the public works project of: the City of South Bend, Indiana, in accordance with plans and specifications prepared by: and dated for the sum of (enter the Total Bid as shown on the Proposal) ($ ) (Enter sum of Total Base Bid plus Alternates shown on Proposal) (Numerical) The undersigned further agrees to furnish a bond or certified check with this bid for an amount specified in the notice of the letting. If alternative bids apply, the undersigned submits a proposal for each in accordance with the notice. Any addendums attached will be specifically referenced at the applicable page. If additional units of material included in the contract are needed, the cost of units must be the same as that shown in the original contract if accepted by the City of South Bend. If the bid is to be awarded on a unit basis, the itemization of the units shall be shown on a separate attachment. ACCEPTANCE The above bid is accepted this day of 20 Subject to the following conditions: BOARD OF PUBLIC WORKS Elizabeth A. Maradik, President Joseph R. Molnar, Vice President Gary A. Gilot, Member Breana N. Micou, Member Murray L. Miller, Member Attest: Theresa Heffner, Clerk By (Signature) (Printed Name of Person Signing) 1 1 Version 8/11/2020 CITY OF SOUTH BEND, JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS 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 Date: October 8, 2024 To: All Planholders From Theresa Heffner, Clerk, Board of Public Works Subject Addendum Number: 1 Project Name: Momentum TIF Project – Site Work Project Number: 124-018 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by including with your electronic bid submission. THIS ADDENDUM MAY AFFECT YOUR BID. Notes: \ The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Authorized Signature: Date: 10/17/24 Date: October 15, 2024 To: All Bidders From Theresa M. Heffner, Clerk, Board of Public Works Subject Addendum Number: 2 Project Name: Momentum Site Improvements Project Number: 124-018 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: 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. A copy MUST also be included with your bid package upon submittal. THIS ADDENDUM MAY AFFECT YOUR BID. Note: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Authorized Signature: Date: CITY OF SOUTH BEND JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS 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 10/17/2024 Version 8/11/2020 CITY OF SOUTH BEND, JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS 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 Date: October 18, 2024 To: All Planholders From Theresa Heffner, Clerk, Board of Public Works Subject Addendum Number: 3 Project Name: Momentum TIF Project – Site Work Project Number: 124-018 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by including with your electronic bid submission. THIS ADDENDUM MAY AFFECT YOUR BID. Notes: \ The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Authorized Signature: Date: 10/21/2024 Version 5/20/2024 General Conditions - 13 II.PRE-QUALIFICATION CHECKLIST (FOR BIDDERS THAT ARE NOT PRE-QUALIFIED) (a) Acknowledgements: (i) ___ By checking this box, I hereby acknowledge that I am not a pre-qualified bidder with the City of South Bend. (ii) ___ By checking this box, I hereby acknowledge that the City reserves the right to request supplemental information, additional verification of any information provided, and may also conduct random inquiries of my current and prior customers. The City reserved the right to utilize all information provided in this submission and all information obtained in inquiries or requests to determine if a bidder is responsive and responsible. Additionally, I acknowledge that all information provided to the City shall be regarded as public records. (iii) ___ By checking this box, I hereby acknowledge that copies of all Applicable apprenticeship certificates or standards for training programs applicable to the work performed on the project may be requested at any time and shall be furnished upon request. (iv) ___ By checking this box, I hereby acknowledge and ensure that I and all sub- contractors, from whom I have accepted a bid and/or intend to hire to perform work on the public work project, are properly licensed. Furthermore, I acknowledge my understanding that it is my responsibility to ensure that all sub-contractors have the necessary licenses to undertake the work called for in this bid. If a sub- contractor loses their license at any point, it is the responsibility of that sub- contractor to notify the City. (v) ___ By checking this box, I hereby acknowledge that apprenticeship and training programs that I participate in have graduated at least five (5) apprentices in each of the past five (5) years. (vi) ___ By checking this box, I hereby acknowledge that all subcontractors performing work greater than $250,000 also meet the qualifications of the Responsible Bidder Ordinance. (b) Attachments: (i) ___ Indiana Secretary of State’s on-line records (ie. Business verification) dated within sixty (60) days of the submission of said document showing that business is in existence, current with the Indiana Secretary of State’s Business Entity Report, and eligible for a certificate of good standing. (Not applicable to individuals, sole proprietors or partnerships). (ii) ___ List identifying all former business names. (iii) ___ Any determinations by a court or governmental agency any violations of federal state, or local laws including, but not limited to, violations of contracting or antitrust laws, tax or licensing laws, environmental laws, Occupational Safety and Health Act (OSHA), or federal Davis-Bacon and related Acts, within the preceding five (5) years. (iv) ___ Statement about staffing capabilities, including labor sources. This statement indicates and ensures I have sufficient employees on staff to complete the work I am bidding on OR outlines how I intend to meet the staffing needs of the work. (v) ___ Statement that individuals who will perform work on the public work project on my behalf will be properly classified as an employee or as an independent contractor under all applicable state and federal laws and local ordinances. (v) ___ For every project, submit evidence of participation in apprenticeship and training programs, applicable to the work to be performed on the project, which are approved by and registered with the United States Department of Labor’s Office of Apprenticeship, or its successor organization. This includes, but may not be limited to, letters from apprenticeship coordinators detailing the bidder’s association with Version 5/20/2024 General Conditions - 14 the program, and the United States Department of Labor Office of Apprenticeship Certificates of Registration of Apprenticeship Programs for each type of work to be performed on the project. (vi) ___ 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. (vii) ___ 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. (viii) ___ 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. (ix) ___ 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: ___________________________________________ ________________________________________________ (Sign Here) ________________________________________________ (Print Name Here) ________________________________________________ (Name of Company) ________________________________________________ (Address of Company) ________________________________________________ (City) ________________________________________________ (State) ________________________________________________ (Telephone Number) Prequalification Checklist – Attachments ii. List identifying all former business names • Panzica Construction Inc. – 2-10-1976 – 7-7-1989 • Panzica Building Corporation – 7-7-1989 – Present iii. Any determinations by a court or governmental agency any violations of federal state, or local laws. • None 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. • We have adequate staff to complete the project. v. Statement that individuals who will perform work on the public work project on my behalf will be properly classified as an employee or as an independent contractor under all applicable state and federal laws and local ordinances. • All staff of Panzica Building Corporation are employees and not independent contractors. viii. Written statement of any federal, state or local tax liens or delinquencies owed in the preceding 3 years. • Panzica Building Corporation has no liens or delinquencies during this period. Similar Projects Completed in Past 3 Years 1. Three Twenty at the Cascade $19,511,584 Project Value New Mid-rise Building and Site Improvements for Mixed Use Condominiums. 2. Beacon Nappanee Clinic $5,144,644 Project Value New Building and Site Improvements for Medical Clinic. 3. Beacon Dunlap Outpatient Center $7,178,277 Project Value New Building and Site Improvements for Medical Clinic and Outpatient Services. 4. Beacon Granger Hospital - MRI Addition $2,862,057 Project Value Addition and Site Improvements for New MRI Center. 5. Beacon Ambulatory Surgery Center $14,410,785 Project Value New Building and Site Improvements for New Surgery Center. 6. Beacon Corporate Services $12,466,877 Project Value New Building and Site Improvements for Medical System Corporate Offices. 7. The Portage School of Leaders – Career Academy of South Bend $12,650,000 Project Value New Additions, Interior Renovation, and Site Improvements for New School. 8. The Cascade Restaurant – Navarre Hospitality $1,500,000 Project Value Interior Buildout and Site Improvements for New Restaurant. 9. Career Academy Expansion – 3919 Annex Building $1,273,000 Project Value Interior Remodel, Buildout and Site Improvements for School. 10. Career Academy South Bend – Welding Shop Renovation $671,150 Project Value Interior Renovation and Site Improvements for Welding Shop at School. 11. Career Academy South Bend – P.E. Athletic Field $418,608 Project Value Site Improvements for New P.E. Athletic Field at School. 12. Success Academy South Bend at Boys & Girls Club $2,198,402 Project Value Interior Remodel and Site Improvements for New School. 13. Jordan Lexus $4,596,783 Project Value Interior/ Exterior Remodel and Site Improvements for Auto Dealership. 14. Dr. Tiffany Szymarek Elkhart Ophthalmology $666,648 Project Value Interior Remodel for Ophthalmology Clinic. 15. Macri’s Bakery & Restaurant $780,000 Project Value Interior Remodel and Site Improvements for Bakery and Restaurant CITY OF SOUTH BEND, INDIANA CONTRACTOR’S BID FOR PUBLIC WORK CHECKLIST FOR BIDDERS 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]. Acknowledge Receipt of _____ Addendum(s) included with the bid. All required additional information is included with the bid. Proposal statements and other affidavits all signed by the proper party with name either printed or typed underneath signature. This checklist submitted with the Bid. This checklist is provided for bidder’s use in assuring compliance with required documentation; however, it does not include all specifications requirements and does not relieve the bidder of the need to read and comply with the specifications. Bidder: Date: By Authorized Representative: Signature: Print Name & Title: Project Name MOMENTUM SITE IMPROVEMENTS Project No. 124-018 For Bids Due OCTOBER 22, 2024 2 2 3 3 4 4 5 5 PART II (For projects of $100,000 or more – IC 36-1-12-4) These statements to be submitted under oath by each bidder with and as part of his/her/its bid. Attach additional pages for each section as needed. SECTION I EXPERIENCE QUESTIONNAIRE 1. Attach information regarding projects your organization has completed for the period of one (1) year prior to the date of the current bid. 2. Attach a listing of public works projects currently in process of construction by your organization. 3. Attach information regarding any failure to complete any work awarded to you and the location thereof. 4. Attach references from private firms for which you have performed work. SECTION II PLAN AND EQUIPMENT QUESTIONNAIRE 1. Attach an explanation of your plan or layout for performing proposed work. (Examples could include a narrative of when you could begin work, complete the project, number of workers, etc. and any other information which you believe would enable the City of South Bend to consider your bid.) 2. Attach a listing of the names and addresses of all subcontractors (i.e. persons or firms outside your own firm who have performed part of the work) that you have used on public works projects during the past five (5) years along with a brief description of the work done by each subcontractor. 3. If you intend to sublet any portion of the work, attach the name and address of each subcontractor, equipment to be used by the subcontractor, and whether you will require a bond. However, if you are unable to currently provide a listing, please understand a listing must be provided prior to contract approval. Until the completion of the proposed project, you are under a continuing obligation to immediately notify the City of South Bend in the event that you subsequently determine that you will use a subcontractor on the proposed project. 4. Attach a listing of equipment you have available to use for the proposed project. 5. Have you entered into contracts or received offers for all materials which substantiate the prices used in preparing your proposal? If not, attach an explanation for the rationale used which would corroborate the prices listed. SECTION III CONTRACTOR’S FINANCIAL STATEMENT 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. 7 7 Projects Completed in Past Year 1. The Portage School of Leaders – Career Academy of South Bend $12,650,000 Project Value Additions, Interior Remodel, and Site Improvements. 2. The Cascade Restaurant – Navarre Hospitality $1,500,000 Project Value Interior Buildout and Site Improvements. 3. Career Academy Expansion – 3919 Annex Building $1,273,000 Project Value Interior Remodel, Buildout and Site Improvements. 4. Success Academy South Bend at Boys & Girls Club $2,198,402 Project Value Interior Remodel and Site Improvements. 5. Jordan Lexus $4,596,783 Project Value Interior/ Exterior Remodel and Site Improvements 6. Dr. Tiffany Szymarek Elkhart Ophthalmology $666,648 Project Value Interior Remodel 7. Macri’s Bakery & Restaurant $780,000 Project Value Interior Remodel and Site Improvements Public Works Projects Currently in Process Panzica Building Corp. does not have any Public Works projects currently in progress Failure to Complete Awarded Work Panzica Building Corporation has not failed to complete any work awarded. Public Works Projects Currently in Process No public works projects are currently in process. 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.) Material Quotes Panzica has received quotations for all materials and were used to substantiate pricing with proposal using available information in Bid Documents. 1. Upon award, release subcontractors and suppliers immediately, and issue subcontracts and purchase agreements for work. 2. Provide a written project schedule for the project team, including subcontractors and suppliers. 3. Provide material submittals and shop drawings within two-three weeks to Troyer Group for their review. 4. Mobilize for selective 2024 Fall/ Winter work onsite, including Site demolition and concrete foundations. Complete 2024 portion of work and demobilize during Winter. 5. Mobilize for 2025 portion of work in late February/ early March 2025. 6. Provide supervision onsite and project manager in our office to manage Panzica Building Corp.’s work and multiple subcontractors and their work onsite. 7. Coordinate work onsite with Panzica Building Corp.’s ongoing building renovation work for Momentum Development and Site utilities by utility contractors. 8. Complete 2025 portion of work prior to Building substantial completion and occupancy on Friday, 5/2/25. Subcontractor’s Used on Public Works Projects in Past 5 Years Panzica Building Corporation has not attempted any Public Works Projects within 5 years. Equipment Available Equipment is provided through rental or by Panzica Building Corp.’s subcontractors . Subcontractor List (preliminary) – Momentum Site Improvements Demolition/Earthwork Ritschard Bros., Inc. 1204 W. Sample St, South Bend, IN 46619 Paving Milestone Contractors 24358 IN-23, South Bend, IN 46614 Concrete Universal Services 22588 Roosevelt Rd, South Bend, IN 46614 Railings & Misc. Metal Evans Metal Products 2400 Johnson St., Elkhart, IN 46514 Fencing Milestone Fence 3723 N. Home St., Mishawaka, IN 46545 Electrical Grove Electrical Services 55540 Apple Rd., Osceola, IN 46561 Screen Wall Legacy Consulting & Renovations 1344 Brown Ln, South Bend, IN Pavers - Alternate Rustic Rock 11 Willowdale, Elkhart, IN 46514 Representative Client References – October, 2024 Lawrence Garatoni, COB Career Academy Network of Public Schools 3801 Crescent Circle South Bend, IN 46628 574-299-9800 office larry.garatoni@garatonifo.com Bennett Ratliff, President Ratliff Group P.O. Box 860398 Plano TX 75086 214-707-2924 Cell bennett@ratliffgroup.com Lori McLaughlin, Principal Westshore, LLC c/o 401 East US Highway 30 Schererville, IN 46375 219-864-0700 office lmclaughlin@westshorellc.com Jacqueline Kronk, Chief Executive Officer Boys & Girls Clubs Northern Indiana Corridor 502 E. Sample St. South Bend, IN 46601 574-232-2048 office jkronk@bgcsjc.org ANNUAL REPORT December 31, 2023 South Bend, Indiana CONFIDENTIAL BID/PROPOSAL CITY OF SOUTH BEND Project Name: MOMENTUM SITE IMPROVEMENTS Project Number: 124-018 For Bids Due: OCTOBER 22, 2024 Contractor Name: BASE BID Item No. Description Quantity Unit Unit Price Total Amount 1 Mobilization / Demobilization 1 LS 2 Construction Engineering 1 LS 3 Demolition 1 LS 4 Erosion Control 1 LS 5 Excavation & Grading 1 LS 6 Topsoil – Planter Beds 40 CYS 7 1.5” Asphalt Mill 1170 SYS 8 1.5” HMA Surface 157 TON 9 1.5” HMA Intermediate 87 TON 10 3” HMA Base 173 TON 11 Compacted Aggregate, No. 53, 4” 296 TON 12 Concrete, 4" 236 SYS 13 Concrete Curb, 6" 630 LF 14 Concrete Flush Curb 15 LF 15 Truncated Domes 1 LS 16 Canopy Foundations 1 LS 17 Concrete Walls and Steps for ADA Ramp 1 LS 18 Handrail, Posts and Cable 230 LF 19 Dry Wells 3 EA 20 Perforated Drain Tile, 6" (w/Sock) 150 LF 21 Gas Line 17 LF 22 Irrigation Sleeves 200 LF 23 Steel Pipe Bollards 6 EA 24 Adjust Existing Castings to finish grade 2 EA 25 Fence, Ameristar – 4’ Sections 114 LF 26 Fence, Ameristar – 6’ Sections 475 LF 27 Decorative Screen 20 LF 28 Concrete Seat Wall, 2’ ((w/ wood seat) 81 LF 29 White Acrylic Thermoplastic Pavement Marking; 4” Width 1256 LF BID/PROPOSAL CITY OF SOUTH BEND Project Name: MOMENTUM SITE IMPROVEMENTS Project Number: 124-018 For Bids Due: OCTOBER 22, 2024 Contractor Name: BASE BID 30 Blue Acrylic Thermoplastic Pavement Marking; 4” Width 133 LF 31 Blue Acrylic Thermoplastic Symbol of Accessibility 2 EA 32 Concrete Sidewalk Grinding 1 LS BASE BID TOTAL ALTERNATES Item No. Description Quantity Unit Unit Price Total Amount 1 Bola Bike Racks 5 EA 2 Site Lighting and Concrete Base 2 EA 3 Pavers – ADD in Lieu of Concrete 105 SYS 4 Ucara Walls and Stairs - ADD In Lieu of Concrete Walls and Stairs for ADA Ramp and Patio Area 1 LS 5 Wausau Tile Benches - Add in Lieu of Concrete Seat Walls 1 LS 6 Landscaping - Trees, Shrubs, Perennials, Groundcover, Bulbs, Edging 1 LS ALTERNATES TOTAL Bidder (Firm): Address: City/State/Zip: Telephone Number: ( ) By (Signature) (Printed Name of Person Signing) 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: 124-018 Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: Total Bid Amount: MBE Goal: Page_______of___ ____ 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 Submitted by: Print Name Signature Date 13 13 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: 124-018 Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: Total Bid Amount: WBE Goal: Page_______of___ ____ Name & Address of WBE Primary Contact Person (Name/Telephone) Scope of Work to be Performed (Attach scope/schedule if you need additional space) Dollar Amount of WBE Component Percentage of Total Bid/Proposal Submitted by: Print Name Signature Date 14 14 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: 124-018 Date: Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: Contact Person: Telephone: Address: City: State: Zip: Email: 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: http://www.in.gov/idoa/. GOOD FAITH EFFORTS TO OBTAIN MBE PARTICIPATION The bidder shall initial each item below, as evidence of its good faith efforts to obtain MBE participation in the awarded contract. I affirm that I reviewed the City of South Bend’s Minority and Women Business Enterprise Inclusion Program Plan and the Indiana Department of Administration’s certified list of Indiana Minority and Women Business Enterprises, found on their website (http://www.in.gov/idoa). I affirm that I have made good faith efforts to select portions of the contract work to be 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 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 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. 15 15 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. 16 16 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: 124-018 Date: Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: Contact Person: Telephone: Address: City: State: Zip: Email: 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: http://www.in.gov/idoa/. GOOD FAITH EFFORTS TO OBTAIN WBE PARTICIPATION The bidder shall initial each item below, as evidence of its good faith efforts to obtain WBE participation in the awarded contract. I affirm that I reviewed the City of South Bend’s Minority and Women Business Enterprise Inclusion Program Plan and the Indiana Department of Administration’s certified list of Indiana Minority and Women Business Enterprises, found on their website (http://www.in.gov/idoa). I affirm that I have made good faith efforts to select portions of the contract work to be 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. I 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 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. I 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. I affirm that I have made good faith efforts to assist interested WBEs in obtaining bonding, lines of credit, or insurance as required by the City or the bidder, where appropriate. 17 17 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. I affirm that I did not reject any WBEs as unqualified without sound business reasons based on a thorough investigation of their capabilities. CONTRACT RECORDS: The bidder has maintained the following records for each WBE that has bid on the subcontracting opportunity: 1. Name, address, and telephone number; 2. A description of information provided by the bidder or subcontractor; and 3. A statement of whether an agreement was reached, and if not, why not, including any reasons for concluding that the MWBE was unqualified to perform the job. *Proper demonstration of Good Faith Efforts requires your initials next to all of the above boxes. Any omissions shall be considered grounds for rejection of the bid by the Board of Public Works. The City of South Bend reserves the right to request additional information. 18 18 1 Kaine Kanczuzewski From:Kaine Kanczuzewski Sent:Thursday, October 3, 2024 2:26 PM To:Kaine Kanczuzewski Cc:Jeff Novotny Subject:Momentum (Former Salvation Army) - Site Improvements - Invitation to Bid - Due 10/21/24 at 3 PM Attachments:Momentum_Site Improvements Bid Set Plans.pdf; Momentum_Site Improvements Project Manual.pdf; Scope Tab Sheet 100224.pdf Importance:High TrackingTracking:Recipient Read Kaine Kanczuzewski Jeff Novotny Read: 10/4/2024 2:37 PM 1stclasslogistics2013@gmail.com e.t.newman5656@gmail.com camibowling@coreborein.com camibowling@coreborein.com SBoling@Eco-Patcher.com afrost747@gmail.com peri@jewelcontractingllc.com jordanshomeremodelingllc@gmail.com Kelsey@kbenterprise.us Kennedyexpressline@yahoo.com kpritchard@k-pem.com consult.legacyrenovation@gmail.com terrimcmann@mcmannelectric.com rareearth14@gmail.com shurneman@yahoo.com rickyataylor19@gmail.com Lynn@thebancroftcompanies.com varietychoiceservices@gmail.com veraconstructionremodel@gmail.com mwilburn@att.net RE: Momentum Site Improvements Project – Invitaঞon to Bid o Panzica Construction Company (PBC) is a general contractor soliciting proposals from MBE and WBE certified subcontractors & suppliers for the Momentum (former Salvation Army) Site Improvements Project for the City of South Bend Department of Public Works.  PBC is already active on-site with the remodel of the Salvation Army building, which the parking lot will be utilized for. 2 o There is non-mandatory but encouraged Pre-bid Meeting with the City on Monday October 7th, at 9 AM. Trade bids are due on October 21st, 2024 at 3 PM. o Please see attached for the Bidding Documents. o If you require any assistance accessing or understanding the bid documents, please email your request, including your company's name & contact information to Kaine@panzica.net and Jsnovotny@panzica.net. Please be sure to provide the project name in the subject line. PROJECT SUMMARY: o Project Scope of Work: See attached “Scope Tab Sheet” for reference. Work includes the sawcutting/removal of partial existing asphalt parking lot, miscellaneous site demolition, installation of new drywells, place/compaction of aggregate sub-base, grading, new asphalt (both full depth and surface only), concrete foundations, concrete flatwork, concrete retaining walls/ramps/stairs, conduit, gas lines, landscaping, and misc. site furnishings. o We’ll follow-up with a phone call within the next couple business days. SPECIAL ACCOMMODATIONS: o Please advise us should your company require special accommodations with payment terms, bonding, or insurance, in order to provide pricing for this project. o We can also assist qualified minority and women businesses in need of assistance procuring equipment and materials; we will gladly work with your material suppliers to set up joint check agreements. o Panzica Construction Company is open to negotiations of payment arrangements to all M/WBE businesses to assist qualified minority and women businesses with their cash flow, which means a commitment to pay M/WBE's within 30 days after the Contractor confirms that the work has been performed & completed correctly. Should the terms of this policy be unacceptable for your company, we will gladly negotiate terms; however, these arrangements must be completed before the bid date. o If your company requires our help with a specific scope of work, which is economically feasible & realistic for your company, and/or if you feel a scope of work is too large for your firm to handle individually, please do not hesitate to contact us. We can assist qualified M/WBE businesses in developing scopes of work. PROJECT BIDDING REQUIREMENTS: o Bids must be submitted using the provided Panzica Construction Company Bid Form. o Completion of the City of South Bend'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. o The project does not have a Prevailing Wage requirement. o The project does require bi-weekly Cerঞfied Payroll. 3 We request that you reply to this email with your company's intent or declinaঞon to bid. Thanks for your Ɵme, Kaine Kanczuzewski Project Manager Panzica Building Corporation 574.800.6491 phone 574.220.8366 cell KaKanczuzewski@panzica.net CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 WBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 16 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: 124-018 WBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 09/29/2024 Contractor’s Bid for Public Works - 15 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: 124-018 MBE Participation Goal Project Name: MOMENTUM SITE IMPROVEMENTS Bidder: By: (Signature) (Title) (Date) 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: 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: 10/02/24 Page 1 of 2 ESTIMATE Prepared For MOMENTUM SITE IMPROVEMENTS Project No. 124-01 Panzica Building Corporation 416 E Monroe St, #320 South Bend, IN 46601 (574) 800-6491 (574) 220-8366 Legacy Consulting & Renovation LLC 1344 BROWNE LANE South Bend , IN 46615 Phone: (317) 744-4227 Email: consult.legacyrenovation@gmail.com Estimate #3 Date 10/19/2024 Business / Tax #+13177444227 Description Total Prefabricated Line product 20'0 Linear feet.$6,000.00 Labor cost Decorative screen $28,600.00 (Material list.) Pricing per linear foot of Prefabricated LINE. $970 per lft ×20. In addition to delivery 11%, $300.00 delivery fee. $28,350.00 materials cost. With a mark-up on material, it's estimated costs 13% /11% delivery fee. Anchors screws Subtotal $34,600.00 Total $34,600.00 Page 2 of 2 MOMENTUM SITE IMPROVEMENTS Project No. 124-01 Panzica Building Corporation ESTIMATE #DATE EXPIRES 57 10/20/2024 AlphaJak LLC, Phone: (574) 800-4810 Fax: (574) 800-4811 118 N Race street, Mishawaka, Indiana 46544, License # 202002291377336, Business # 84-4746065 Page 1 Title: MOMENTUM CUSTOMER PANZA BILUDING CORPORATION KAINE KANCZUZWESKI OverHead/Office Qty Cost/Unit Total Administrative cost 40 $110.38/Hourly $4,415.04 Bonding 1 $1,116.00 $1,116.00 Insurance 30 $64.00/Per Day $1,919.88 Labor Overhead:120 $19.20 $2,304.00 Marketing and Business Development 1 $9.60 $9.60 Legal and Professional Services:2 $180.00 $360.00 Safety and Compliance:1 $972.00 $972.00 Financial Expenses:1 $60.00 $60.00 Miscellaneous Expenses:10 $120.00 $1,200.00 Fuel & Maintenance (per day)30 $120.00 $3,600.00 Equipment Transportation (per mile/trip)4 $285.60 $1,142.40 Project Management (per hour)120 $99.00 $11,880.00 Site Mobilization/Demobilization (per project)1 $7,184.69/EA $7,184.69 158 miles @ 0.78 per mile= $123.24 4 hotel room per week @ $1466.00 each= $5864.00 Permits & Fees (per project)1 $120.00 $120.00 Subtotal: $36,283.61 Labor Cost Qty Cost/Unit Total site Supervisor/foreman (per hour)120 $78.00/Hrs $9,360.00 3 Man Labor Crew (per hour)120 $270.00/Hrs $32,400.00 Machine Operator 120 $102.76/Hourly $12,330.72 ESTIMATE #DATE EXPIRES 57 10/20/2024 AlphaJak LLC, Phone: (574) 800-4810 Fax: (574) 800-4811 118 N Race street, Mishawaka, Indiana 46544, License # 202002291377336, Business # 84-4746065 Page 2 Subtotal: $54,090.72 Equipment Cost Qty Cost/Unit Total Asphalt Paver (per day)30 $520.02 $15,600.60 Asphalt Roller (per day)30 $575.40 $17,262.00 Tack Distributor (per day)30 $815.40 $24,462.00 Concrete Saw (per day)30 $420.00 $12,600.00 Excavator 30 $640.55/Daily $19,216.44 TRUCK 30 $68.16 $2,044.80 TRUCK 30 $93.38 $2,801.52 1 TON P/UP TRUCK 4WD DIESEL 30 $145.08/Daily $4,352.40 2022 Graco 3500 Line Striper 14 $33.77/Per Day $472.75 LLV 3900 STANDARD 17H449 ADA HandiCap Stencil 2 $180.00/Each $360.00 Subtotal: $99,172.51 Materials Qty Cost/Unit Total Surface Type A & B (P63)157 $129.06/TON $20,262.42 Base Material (cubic yard)173 $48.00 $8,304.00 Tack Coat (gallon)23 $6.41 $147.38 #53 CRUSHED CONCRETE (SP)293 $21.37/TON $6,262.00 Recycled concrete used as aggregate for base material or as a substitute for gravel in various construction applications. Hot Applied Thermoplastic - White 314 $0.98/LB $308.98 Thermoplastic (Preform) Line 4” x 3' - Blue 125MIL 133 $1.51/LFT $201.10 #5 HMA BASE (SOUTHBEND PLANT)173 $101.93/TON $17,633.54 MIX CODE 324/624 #8 HMA INTERMEDIATE (SP)87 $110.15/TON $9,582.88 MIX CODE 334/634 Subtotal: $62,702.30 ESTIMATE #DATE EXPIRES 57 10/20/2024 AlphaJak LLC, Phone: (574) 800-4810 Fax: (574) 800-4811 118 N Race street, Mishawaka, Indiana 46544, License # 202002291377336, Business # 84-4746065 Page 3 Subtotal $252,249.14 Tax: (0%)$0.00 Total $252,249.14 ESTIMATE #DATE EXPIRES 57 10/20/2024 AlphaJak LLC, Phone: (574) 800-4810 Fax: (574) 800-4811 118 N Race street, Mishawaka, Indiana 46544, License # 202002291377336, Business # 84-4746065 Page 4 TERMS & CONDITIONS GENERAL TERMS AND CONDITIONS THE FOLLOWING EXPRESS TERMS AND CONDITIONS WHICH SHALL CONSTITUTE THE ENTIRE CONTRACT (THE “CONTRACT”) BETWEENAlphaJak SERVICES,.(“ALPHA”) AND THE CLIENT (“CLIENT”). 1. TERMS AND CONDITIONS.. The Contract contains the final and complete agreement between the parties and there are no representations or warranties, expressed or implied, with respect to services specifically set forth herein.. 2. INDEMNIFICATION. The Client waives any claim against ALPHA, and agrees to defend, indemnify and hold ALPHA harmless from any claim or liability for injury or loss, including all attorney fees and defense costs, arising or allegedly arising from or in any way connected with ALPHA services under this Contract, except where such claim or liability is caused by the gross negligence or willful misconduct of ALPHA. The Client also agrees to defend, indemnify and hold ALPHA harmless from any claim or liability, injury or loss, including all attorney fees and defense costs, arising in whole or in part from the negligent act or omission, and/or strict liability of the Client or anyone directly or indirectly employed by the Client. ALPHA does not guarantee the completion of performance of contracts by third parties, nor is it responsible for their acts or omissions, nor for the safety of any workplace other than ALPHA premises. Client shall not prematurely subject the work to any type of traffic; loads in excess of the design capacity before proper cure, or in a manner which may damage the work. ALPHA is not responsible for graffiti, tire tracks, footprints, etc. on finished asphalt. ALPHA shall not be held liable for damage to surrounding areas of driveway, parking lot, landscaping or sidewalks due to poor subgrade, moisture or other unforeseen circumstances. The removal of vehicles from the work site is the sole responsibility of the Client. Damage to vehicles left on the worksite is the responsibility of the Client. ALPHA is not responsible for crack fill that adheres to tires. ALPHA is not responsible for overspray on vehicles, curb and gutter, and all structures within 50 feet of the edge of the parking lot and/or area being sealed or treated. 3. COMPENSATION. Unless stated otherwise in a Letter of Agreement between ALPHA and the Client, the compensation for services will be billed in accordance with the agreed upon rates, subject to change upon notification. 4. PAYMENT TERMS. Payment terms are 50% upfront and remainder 50% upon completion of services rendered, unless special written arrangements have been made. If payment is not made in accordance with these terms, the purchaser agrees to pay any collection, legal fees and interest for any unpaid balances. All unpaid amounts beyond the due date shall bear interest at the rate of 3% per month until paid. The pricing contained herein is based on work being completed within 30 days of the date of this signed proposal unless otherwise agreed in writing. Upon completion of the services rendered by AlphaJak and the presentation of the final invoice, the customer agrees to provide final payment within 10 days of receipt of such final invoice. In the event that such invoice is not paid in that 10 day period, AlphaJak reserves the right to charge interest at 1% per for ESTIMATE #DATE EXPIRES 57 10/20/2024 AlphaJak LLC, Phone: (574) 800-4810 Fax: (574) 800-4811 118 N Race street, Mishawaka, Indiana 46544, License # 202002291377336, Business # 84-4746065 Page 5 each month that the invoice remains unpaid. In the event that AlphaJak is forced to retain an attorney to collect such an invoice and AlphaJak prevails in a Court of law, AlphaJak shall be entitled to reimbursement by customer for any and all costs, including attorneys’ fees, associated with any such legal action." AlphaJak warrants that at the time and place we perform services, our materials will be of good quality and will conform with the specifications contained in Agreement on the date of acceptance of the services. THE FOREGOING WARRANTY SHALL BE EXCLUSIVE AND IN LIEU OF ANY OTHER WARRANTY EXPRESS OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE AND ALL OTHER WARRANTIES OTHERWISE ARISING BY OPERATION OF LAW, COURSE OF DEALING, CUSTOM OF TRADE OR OTHERWISE. As the exclusive remedy for breach of this Warranty, we will replace defective materials, provided, however, that the customer examines the materials when received and promptly notify us in writing of any defect before any attempt to repair has been made. Notwithstanding anything in any purchase order, agreement, instrument or other document to the contrary, AlphaJak’s liability to the customer, if any, in connection with AlphaJak’s product shall be limited to the purchase price for such product actually paid by the customer to AlphaJak. AlphaJak hereby disclaims any and all incidental, consequential, special and punitive damages of any kind, nature or description whatsoever. No person or entity shall be a third party beneficiary of any contract or agreement between AlphaJak and the customer nor shall AlphaJak have any obligation or duty to any person or entity, other than the customer. One Year, (12) months after AlphaJak has provided all services, our Warranty and other duties with respect to the quality of the materials delivered shall conclusively be presumed to have been satisfied, all liability therefore terminates, and no action for breach of any such duties, may thereafter be commenced. Unless otherwise agreed to in writing, no warranty is made with respect to materials not manufactured by AlphaJak. We cannot warrant or in any way guarantee any particular method of use or application or the performance of materials under any particular condition. Neither this Warranty nor our liability may be extended by our sales personnel, distributors or representatives, or by any sales information or drawings. For projects that will exceed 30 days in length, ALPHA reserves the right to invoice for any work done within that month. 5. TAXES. All sales taxes or use taxes, whether now existing or hereinafter imposed or modified, or taxes or duties of any nature whatsoever which may be assessed, shall be paid by the Client. In the event ALPHA is required to pay any such tax, the Client shall reimburse ALPHA therefore on demand.. 6. CREDIT. This contract is given and accepted subject to ALPHA approval of the Client’s credit, determinable at any time and from time to time by ALPHA in its sole judgment, affecting the whole or any unfulfilled portion of this contract. 7. LEGAL ENFORCEMENT OF GENERAL CONDITIONS. If any portion of this Contract is found to be unenforceable, the remaining portions of the Contract shall remain in effect and enforced. 8. MODIFICATION OF AGREEMENT. The foregoing conditions may be modified only by written agreement and signed by duly authorized representatives of ALPHA and the Client. ESTIMATE #DATE EXPIRES 57 10/20/2024 AlphaJak LLC, Phone: (574) 800-4810 Fax: (574) 800-4811 118 N Race street, Mishawaka, Indiana 46544, License # 202002291377336, Business # 84-4746065 Page 6 APPROVAL This Estimate has been accepted on __________________ by _____________________ Signature:_________________________________________________________ Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 1 Substance Abuse Policy – Amended Part 1— Introduction Purpose The use of alcohol and other drugs leads to unsafe working conditions for all workers, as the impaired worker is a potential hazard to himself/herself and to others around. The purpose of this document is to outline a substance abuse program for Panzica Building Corporation (the “Company”) which establishes and maintains a safe and healthy work environment, free from drugs and alcohol. Although this document provides essential information, it cannot address all situations that may arise. Once officially adopted, this policy supersedes any prior Company Substance Abuse Policy. Note that while it is the intention of the Company to comply with state and federal laws and regulations, where state and federal law differ, however, the Company will comply with federal laws and regulations. Benefits the Company has developed this program to provide the following benefits to the local construction industry:  Minimize the duplication of effort created by multiple substance abuse programs that would be necessary were it not for this industry-wide program.  Establish minimum standards for substance abuse programs for contractors and building trade unions.  Assist owners and contractors in developing substance abuse policies that result in increased safety for all on-site workers. ID Card and Database Protocol  Test results from all the Company required testing will be entered into the Company database. The employee's annual test date is automatically updated with any negative drug result entry.  A Company ID Card will be issued to employees with a negative test result.  A new card will not be issued each time a test is taken.  A new card will be issued as needed to update an employee's photo and/or replace a worn unreadable card.  The Company ID Card is the property of the Company. Employers and employees are to return invalid cards to the Company. Part 2 — Definitions The following terms and definitions are provided to ensure a common understanding of terms and consistency of use: Accredited Laboratory (SAMHSA). A federally certified laboratory approved by the Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 2 Federal Department of Health and Human Services (DHHS) for testing prohibited items and substances. Accident/Incident. Any event caused by an employee, either directly or indirectly, that results in treatment by a health care provider, or that resulted in damage to property. This would also include any serious near-miss incidents. Adulteration. Tampering with a test sample by the substitution or addition of other ingredients to mask the presence or use of illegal drugs, resulting in a specimen that contains a substance that is not expected to be present in human urine, or contains a substance expected to be present but is at a concentration that it is not consistent with human urine. Annual. Each employee's obligation is to be tested at least once every 12 months. Controlled Substances. Includes all illegal drugs listed in this document with the Department of Transportation (DOT) limits and includes:  Controlled substances, "look alike" and “designer'' drugs  Prescription drugs, used by a person other than the intended user  Drug paraphernalia  Alcoholic beverages. in the possession of or used by an employee on the premises, or while assigned to work off premises Contractor. Employees or subcontractors of a corporation, company, or entity that performs construction or maintenance work. Medical Review Officer (MRO). The licensed physician responsible for receiving laboratory results generated by a substance abuse testing program. An MRO has: • knowledge of substance abuse disorders • received appropriate medical training to interpret and evaluate an individual's medical history • been certified by either the American Association of Medical Review Officers (AAMRO), American College of Occupational and Environmental Medicine (ACOEM), or Medical Review Officer Certification Council (MROCC). Company ID Card. A Company ID Card is one that states that it meets the requirements of the Company substance abuse program, and/or reciprocity with the Company program, and is verifiable through Company management. Company ID Card (Counterfeit). A Company ID Card modified in any manner without authorization from the Company. Owner. The corporation, company, agency, or other entity, that hires contractors to perform construction work and/or maintenance work on their premises. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 3 Pre-employment Site Entry. Screening of prospective employees to determine if an applicant is capable of safely performing required tasks and meeting the prerequisites for employment. Probable Cause/Reasonable Suspicion. Circumstances based on the objective evidence about the employee's conduct in the workplace which would cause a reasonable person to believe that the employee is demonstrating signs of impairment due to alcohol or other drugs Substance Abuse Professional (SAP). An SAP can be a:  licensed physician (Medical Doctor or Doctor of Osteopathy)  licensed or certified psychologist  licensed or certified social worker  licensed or certified employee assistance professional  state-licensed or certified marriage and family therapist  drug and alcohol counselor certified by the National Association of Alcoholism and Drug Abuse Counselors Certification Commission (NAADAC); or by the International Certification Reciprocity Consortium/Alcohol and Other Drug Abuse (ICRC); or by the National 13oard for Certified Counselors, Inc. and Affiliates/Master Addictions Counselor (NBCC).  licensed or certified mental health counselor  Or any additional licensed or certified professional as approved by the federal government for compliance with the Department of Transportation's substance abuse program. An SAP must have knowledge of and clinical experience in the diagnosis and treatment of substance abuse- related disorders. Test(s). (Note: All types of tests applicable to the Company program are defined in Part 4) Part 3 — Tests, Procedures and Supporting Information Reasons for Testing Contractors are required to send all drug test results, regardless of the reason for testing, to the Company to be entered in the Company database. The types of testing, associated information, guidelines, and time constraints, if applicable, as required by the Company, are shown below in alphabetical order. Annual/Pre-employment Test  Each onsite employee is to participate in annual testing or provide documentation of having been tested within the past 12 months.  The latest test date will become the employee's new annual test date Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 4 for participation in the Company program. An employer is prohibited from giving any more than 14 days’ notice of testing to an employee. Employers are responsible for notifying employees when their annual test is due. Follow-up Test Follow-up testing is required after an employee has taken a return to duty test. The number of follow- up tests will be set by the SAP.A minimum of 3 is required. The test results must be negative. The employee will be notified by telephone or letter to report for testing no later than the day after receiving notification. If the employee fails to complete follow-up testing, their Company ID Card will be marked ''not available" in the Company database and they will be required to repeat all of the requirements in 4.5 of this policy. Even though failure to complete the test may be due to the fact that the employee was laid off or out of the local area (i.e., for vacation), the employee is responsible for contacting the third party administrator as soon as possible upon notification of receipt after the fact. The length of time that was designated by the SAP to complete their follow-up tests will be extended by the length of time they are non-compliant for not reporting for the test. The employee is responsible for payment. Post-Accident/Incident Test This test is required when the employee is involved in any accident, incident, or event caused directly or indirectly by the employee that either: •Results in treatment by a health care provider, or •Results in damage to property. This will include any serious near-miss incident The employee(s) are to proceed directly for testing, or as soon as possible, and before the employee returns to the job site. It is the contractor/subcontractor's responsibility to see that testing is done within the time frame described above. See Appendix E for additional guidance for Post-Accident/Incident testing. The employee(s) shall be tested for both drugs and alcohol. Probable Cause/Reasonable Suspicion Test This test is required at the time of observable probable cause circumstances based on objective evidence about the employee's conduct in the workplace that would cause a reasonable person to believe that the employee is demonstrating signs of impairment due to alcohol or other drugs. Examples of objective evidence include an employee showing signs of impairment such as difficulty in maintaining balance, slurred speech, or erratic behavior, etc. These observations must be documented, and a copy provided to the employee. Only supervisors who have had training on determining reasonable suspicion arc qualified 10 require a reasonable suspicion test. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 5 Random Test  The Company shall have contractor employees working on their premises submit to random drug and alcohol tests.  It is the owner's responsibility to see that their selection is truly random without discrimination or arbitrary selection.  The Company random testing is to be an unannounced, unscheduled drug and alcohol test.  Upon notification, the employee must report immediately to the testing facility.  The Company shall give notification of testing to the employee before the end of a shift to take the possibility of a two (2) hour wait into consideration.  Company random testing should be conducted at levels comparable to current construction and maintenance activity but must be conducted as least annually. Returning to Duty Test  After a positive test result, for an employee to return to work, the employee is required to take a return to duty test.  The test result must be negative.  The employee is responsible for payment. Part 4 — Drug Testing Procedures Specimen Collection  Specimen collection will be conducted in accordance with 49 CFR Part 40 "Procedures for Transportation Workplace Drug and Alcohol Testing Programs", unless noted otherwise in this policy, and applicable state and federal law.  Testing must be performed by a DHHS-approved laboratory.  the Company does not follow the complete regulatory testing requirements of the DOT, only the general guidelines. The following urine collection procedures are followed for the Company program that are different from DOT: • Non-federal chain of custody is used. • Split collection is preferred, but not mandatory. • If an employee provides an unacceptable specimen (ex. Temperature out of range), the unacceptable specimen is discarded and NOT sent to the lab for testing (only the specimen collected under observation is sent to the lab). • Return to duty and follow-up tests are not required to be collected under direct observation.  The Company procedures are designed to: • ensure the security and integrity of the specimen according to accepted federal DOT chain-of-custody guidelines. • make every reasonable effort to maintain the dignity of anyone submitting a specimen for this program.  If an employee is unable to provide a specimen at the time of testing, the Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 6 employee could be required to wait up to two hours without leaving the test facility. Failure to remain and complete the test is the same as a refusal to test with the same sanctions as a positive test result. Make sure that notification of random testing is given in ample time before the end of a shift.  Types of specimens: • The employee will provide a urine specimen for the drug test. • If an employee is physically unable to produce a proper urine sample, a test may be done by a different method, such as hair, saliva, etc., and must be approved by the third-party administrator or the Company substance abuse committee. The employee must present written documentation (see Appendix) from a medical doctor that supports his inability to provide a urine specimen to the MRO. The employee or company must contact the third-party administrator for instructions on how to test using an alternate method.  A photo ID must be presented at the time of collection to verify the employee's identity.  The employee will be asked to empty all pockets and display the contents to the collector.  The employee will have up to two hours to provide a specimen. If the employee leaves before the two hours having not provided a specimen, this test will be processed the same as a refusal to test.  The employee will be afforded privacy to provide the specimen unless: • The collector observes evidence of an employee's attempt to tamper with a specimen, or • The temperature range of the original specimen was out of normal range, or • It appears that the specimen was tampered with, or • The specimen was determined invalid by the laboratory  Upon completion of testing the employee will be given a copy of the Custody and Control Form (CCF). Laboratory Testing Procedures All substance analysis will be done in SAMHSA laboratories certified by DHHS. Laboratory procedures will include:  Initial screen on each specimen. If the initial test is positive a confirmation test will automatically be performed. A test is considered positive if the detected level of the drug is at or above the cutoff level shown in Appendix A. The Company recommends that no adverse action or discipline be taken against any worker or applicant for employment on the basis of any positive test that has not been confirmed.  Validity testing is required for each specimen. Each specimen is measured for creatinine level, specific gravity, and pH to determine if any of the following occurred: • Adulterants or foreign substance(s) were added to the urine, • The specimen was substituted, or • The urine was diluted.  The laboratory will report all results to the MRO. The MRO will make a final determination of the verified results. The results will be reported to the designated employee representative. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 7 MRO Procedures All drug testing shall come under the control and supervision of a physician with confidentiality protected in accordance with state law and the "AMA Code of Ethical Conduct for Physicians Providing Occupational Medical Services”. All testing results shall be verified by an MRO. The MRO provides a medical review of all test results issued by the laboratory as follows:  If the laboratory result is negative, the review is completed, and a negative result is reported.  If the laboratory result is positive, adulterated, substituted, or invalid, the MRO will: • Make one attempt to contact the donor by telephone to inform him of the results and complete an interview to determine whether a legitimate medical explanation exists for the result reported by the laboratory. • If the MRO left a message, but did not talk to the employee by 10:00 AM of the following workday, the MRO will call the employer to report the results. In any case, the employee always can discuss the test results with the MRO. • Ingestion of products that contain hemp will not be an acceptable explanation for testing positive for marijuana.  If the laboratory reports an invalid result to the MRO, the MRO will contact the employee and ask if the employee may have taken any medication that may interfere with some immunoassay tests.  If the employee provides an acceptable explanation, the test will be canceled, and no further testing will be required unless a negative result is required to obtain a valid Company ID Card.  If the employee is unable to provide an acceptable explanation and denies having adulterated the specimen, the test will be canceled, and a second collection must take place immediately under direct observation  If the laboratory reports a negative result that is also diluted to the MRO, the MRO will follow the protocol established in Appendix Band direct the employee to report for another test. Specimen Retest Protocol  When the MRO has informed the employee of a verified "positive drug test" or "refusal to test" because of adulteration or substitution, the employee/worker has 72 hours from the time of notification to request a retest of the specimen at a different SAMHSA laboratory.  The employee may make the request verbally or in writing and make direct arrangements for payment with the MRO service, as the cost of the test is the responsibility of the employee.  If the result of the retest is different from the original result, the test will be cancelled, and a recollection under direct observation will be needed. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 8 Part 5 — Alcohol Testing Procedures Alcohol testing is required for probable cause, post-accident/incident, and for random testing situations.  Tests for alcohol shall be performed using the breath, saliva, or blood to determine a Blood Alcohol Content (BAC). If possible, a breathalyzer type instrument conforming to DOT standards should be used. If not available, then a blood sample may be used. If blood testing is necessary, the contractor/owner is responsible to provide a documented reason as to the reasons why a breath test could not be performed (see Appendix D).  Failure to provide a sufficient breath sample to complete a breath test or refusing to provide a blood sample will be considered a "refusal to test" and have the same consequences as a positive test.  All alcohol test results with a confirmed BAC test level of .04 or higher will be considered positive and will require the employee to be removed from the owner's property immediately. This result will also invalidate the employee's the Company ID Card.  For the employee to become eligible for a Company ID Card again. The employee must complete the required program of rehabilitation outlined in this document.  All alcohol test results with a confirmed BAC test level of .020 through .039 will require the employee to be removed from the owner's property for 24 hours or until the employee's next scheduled work time, whichever is longer.  Any initial test that indicates a BAC level of .02 or greater must be confirmed by an Evidential Breath Testing Device (EBT) operated by the Breath Alcohol Technician (BAT). The confirmation test will be performed no sooner than 15 minutes and no later than 30 minutes following the completion of the initial test in accordance with current DOT guidelines. Test results  If a test was tampered with by the substitution or addition of other ingredients, the test result will be processed the same as a positive lest result.  When a recollection is required, i.e., due to adulteration or temperature, etc., the recollection will be observed according to DOT procedures. Diluted Test  A test result that produces a diluted specimen requires a retest. Refer to Appendix B for detailed instructions on how to process a diluted specimen. If the retest also produces a diluted specimen, it will carry the same consequences as a positive test result unless a valid medical reason exists. Negative Test Result  A drug result is considered negative if: • the laboratory finds no drug metabolite levels over the confirmed cutoff values, or Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 9 • the screen test and confirmation test indicated the presence of a legal or illegal substance(s) exceeding the limits, but the donor (employee) had a valid medical reason for the substance being detected in the specimen.  An alcohol result is considered negative if the BAC is below 0.02.  The employee's the Company ID Card will be updated in the Company database. Positive Alcohol Test A positive alcohol test occurs if the breathalyzer test, or its equivalent test, indicates the presence of alcohol that meets or exceeds the cut-off limits of the DOT as shown in this document. Positive Drug Test Result  A result is considered positive if the presence of the drug meets or exceeds both the screening and confirmation levels listed in Appendix A.  The test must be verified by the MRO.  The MRO must determine that the test results are not from the use of any prescription or over-the-counter medications, food, or any reason other than the illegal use of unlawful substances or controlled substances. Refusal to Test Refusal to submit to a test will carry the same consequences as a positive test. Refusal to test occurs if an employee:  Adulterated, substituted, or refused to provide a urine specimen  Failed to appear for testing within a reasonable period of time  Failed to remain at the testing site until the testing process was completed  Failed to provide a sufficient amount of urine within 2 hours without a medical reason and/or failed to undergo an MRO directed medical evaluation for such a reason  Failed to cooperate with any part of the testing process, which includes the use of abusive/threatening language or behavior  Disrupted the testing process  Is found to possess or wear a prosthetic or other device that could be used to interfere with the collection process.  Admits to the collector or MRO that he/she adulterated or substituted the specimen.  Fails to permit an observed collection when required by the program. Sanctions and Consequences for Failing a Test The Company requires employees who test positive (including a refusal to test), to surrender their Company ID Card. The Company will refer employees with positive test results to an SAP for evaluation and treatment. The employee must start a program of rehabilitation prior to returning to the Company site and must continue and complete the rehabilitation in order to be eligible to work on a Company site. The rehabilitation must include the following steps: Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 10 1. The employee must arrange for an evaluation with a Substance Abuse Professional (SAP). 2. The SAP evaluation must specify that the employee:  Must attend education classes and/or treatment.  Must perform the actions recommended by the SAP or assigned rehabilitation specialists.  Is subject to random follow-up testing not less than 3 times within the next 12 month from the employee's return to work test. In cases where the employee was unable to complete the follow-up test due to being laid off or out of town, etc., the length of time that was designated by the SAP to complete their follow-up test will be extended by the length of time the employee was not available for testing.  Will not be allowed to take another the Company drug test for at least 14 days from the date of the first positive test. 3. The employee is required to submit a letter from the SAP to the Company concerning their fitness for return to work including that the employee is eligible for a return to duty test. 4. The employee must take a return to duty test with negative results. These results must be 5. submitted to the Company for Company database entry. 6. The employee must actively complete any ongoing rehabilitation and follow-up testing required by the SAP to keep the Company ID Card valid. 7. Arrangements for all costs are the responsibility of the employee. 8. If an employee tests positive three (3) times within a 12-month period, the employee will not be eligible to retest or obtain a Company ID Card for a period of one year and will not be permitted to work on the Company owner property during that period. 9. Failure to comply with any of the above sanctions shall result in the employee surrendering their Company ID Card. The status of the employee's card will be changed to ”not available" in the Company database. 10. The result of a person using a counterfeit drug card will be the same as a positive drug test. Part 6 — Employee Responsibilities Employee responsibilities are as follows:  Report to work fit for duty.  Be in the appropriate mental and physical condition necessary to work in a safe and competent manner, free of the influence of drugs and alcohol.  Report to the employer any medications that may impair job performance or safety.  Consent to and participate in Company required tests  Consent to the release of the drug test results to the employer, for the Company database, or for specific purposes required by law. Auditing Information Owners may reserve the right, under conditions of strict confidentiality, to inspect the Contractor’s substance abuse testing program records within 24 hours of the Owner’s notification of intent to audit. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 11 Part 7 — Employer’s/Contractors’ Responsibilities Contractors or their employees working on or visiting a Company job site, including workers, new hires, replacements, and supervisory personnel, are subject to annual testing, testing for probable cause/reasonable suspicion, post-accident/incident testing, random testing and return LO duty/follow up testing as a condition of the contract between the Contractor the Company and the Company and the Owner. Contractors shall comply with Owner requirements, when such Owner requirements are more stringent than the Company’s. The Contractor should provide training to employees, including new hires, to help them understand the Contractor’s substance abuse testing policy, the effects of substance abuse on personal health and the work environment. Recognizing the behaviors common to substance abuse and the procedures for conducting substance abuse testing should also be included as a part of this training for supervisor personnel who could be required to initiate a reasonable suspicion/probable cause test. Contractors are required to maintain a record keeping system that would allow the Company, or an Owner, or another Contractor with whom the Contractor has entered into agreement, to effectively conduct a compliance audit. To protect everyone's legal interest, all Contractors should obtain written consent from each employee that allows the release of otherwise confidential testing information to Contractor, the Company, or an Owner. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 12 APPENDIX A: Testing Panel Drugs of abuse are tested in a routine SAMHSA 5-panel screen. Owners and contractors can choose to test for additional drugs of abuse. The Company Substance Abuse Program uses the drug screen components and cut-off levels listed below. In addition to these levels and substances, the creatinine level and specific gravity of the specimen will be measured. If the creatinine level is less than 20 mg/dL but greater than 2.0 mg/dL and the specific gravity is less than 1.0030 but greater than 1.00I0, the sample will be considered dilute, and another collection will be required. The second sample will be collected the morning after notification of a diluted specimen. Adulterated specimens will be processed the same as a positive test. The minimum requirement for a positive test result for alcohol will be a BAC of 0.04% w/vol., a level consistent with the DOT and CDL guidelines. New drugs, preliminary cut-off and confirmation levels may be modified periodically in order 10 parallel the DOT and COL guidelines. The Company Substance Abuse Program does not follow the complete regulatory testing requirements of the DOT, only the general guidelines. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 13 APPENDIX B: Diluted Specimen Processing Instructions for Diluted Specimen Retest A diluted specimen result requires a retest. If this is a second diluted result without a medical reason, it will be processed the same as a positive test result. The MRO will report the dilute result to the employer's representative. The employer must provide specific instructions on fluid intake (see below) to the employee prior to retesting to prevent another diluted specimen. The collection for another test must be done the morning after the employee has been notified. The employee may provide reasons for not being able to test which can be approved by the database manager. The database manager may reject the explanation. If the employee disputes the decision of the database manager, the employee can contact Company management to submit to consider further. Employee Instruction Prior to Retesting Here are instructions for the employee to be followed prior to retesting: Consume no fluids after 9:00 PM the night before the test. Limit fluid intake to a minimum the day of the test. The supervisor will inform the employee of the test time and location. It is the employee's responsibility to monitor intake of fluids to prevent another dilute specimen. If the employee has a medical condition that will cause a dilute specimen, the employee's physician must provide medical information in writing to the MRO for evaluation. After reviewing the submitted information, the MRO will issue a final report to the employer. Under the MRO's discretion, a different type of test, i.e. hair test, may be permitted after an individual has provided two diluted specimens in a row. If a different type of test is ordered, the results of that test will be used to update the individual's database record. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 14 APPENDIX C: Evaluation Form for Inability to Provide an Adequate Urine Specimen Purpose of Form: This physician referral form is to be used for an individual who was unable to provide a sufficient urine specimen within the time allowance stated in the Company Substance Abuse Policy. The Company policy states that a "refusal to test" will be issued if an individual is required to take a Company drug test and is unable to provide a sufficient specimen within the required time, unless the individual can provide a valid medical explanation. This form provides information to the employee, employer and the evaluation physician on the steps to be followed for the evaluation. This form should be filled out and given to the physician who will be doing the medical evaluation. The Company substance abuse program will follow the same general protocol used by DOT for handling these types of evaluation. The specific DO1' protocol taken from 49 CFR Part 40.193 is summarized below and will be used as a guide for the Company evaluations. Background Information from 49 CFR Part 40.193: When the collector informs the designated employee representative that an employee has not provided a sufficient amount of urine, they must, after consulting with the MRO (Medical Review Officer), direct the employee to obtain, within five working days, an evaluation from a licensed physician, acceptable to the MRO, who has expertise in the medical issues raised by the employee's failure to provide a sufficient specimen. If the employee declines to have a medical evaluation, the MRO will verify the test as a refusal to test. The referral physician must recommend that the MRO make one of the following determinations: ( 1) A medical condition has, or with a high degree of probability, could have precluded the employee from providing an adequate amount of urine. (2) There is not an adequate basis for determining that a medical condition has, or with a high degree of probability, could have precluded the employee from providing an adequate amount of urine. (For the purposes of this paragraph, a medical condition includes an ascertainable physiological condition (e.g., a urinary system dysfunction) or a documented pre-existing psychological disorder but does not include unsupported assertions of "situational anxiety" or dehydration.) Once the referral physician completes their evaluation, they must provide a written statement of recommendations with a rationale basis to the MRO. This statement should provide only the essential details of the employee's medical condition necessary to explain their conclusion. Employee/Employer information: I. Employee must have an evaluation done by a physician as soon as possible. The employee must present this form to the evaluating physician. The evaluation should be done within five working days or else the MRO will be required to issue a refusal to test. Time extensions beyond the five working days must be approved by the MRO. 2. Employee should sign this consent allowing the physician to release their findings to you and the MRO. 3. Failure to provide an acceptable statement from a physician will result in a refusal to test, which carries the same consequences as a positive test result. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 15 APPENDIX C (continued): Consent to Release Information (Employee needs to sign) I, ,SSN , do hereby authorize the evaluating physician to release the findings of my evaluation to: Employer's MRO: Physician's Name Phone Fax Employer: Employer's Name Phone Fax Employee’s Signature: ____________________________________ Date:____________________ Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 16 APPENDIX C (continued): Physician Information and Instructions: You have been requested to evaluate the individual indicated below because he/she was unable to provide an adequate amount of urine to complete a Company required drug test. Make sure you have read and understand the background information of 49 CFR Part 40.193 on the previous page. Your findings will assist the MRO in determining this individual's final test status. Please make sure item #1 or #2 below has been completed (and attach any additional information you believe is pertinent to this evaluation). If you have any questions regarding this evaluation, please call the Company at 574-234-0124. Name & SSN (ID#) of employee: __ Employer Name/Address: __ Date employee was unable to complete required drug test: _________________________________ Name (printed) of physician performing evaluation: _______________________________________ Physician Phone: ____________________________ Fax: _________________________________ I have determined, in my reasonable medical judgment, that: _____ 1. the employee does have a medical condition* that has, or with a high degree of Probability, could have precluded the employee from providing an adequate amount urine. _____ 2. there is not an adequate basis for determining that a medical condition* that has, or with a high degree of probability, could have, precluded the employee from providing an adequate amount of urine. *For purposes of this paragraph, a medical condition includes an ascertainable physiological condition (e.g., a urinary system dysfunction) or a documented pre-existing psychological disorder, but does not include unsupported assertions of "situational anxiety" or dehydration. Do not include in this statement detailed information on the employee's medical condition beyond what is necessary to explain your conclusion. Explanation of finding: __ __ __ __ __ __________________________________________________________________________________ Printed Name of Physician Signature of Physician Date of Conclusion Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 17 APPENDIX D: Documentation When a Breath Test Cannot Be Conducted The Company requires a breath or saliva alcohol test for qualifying Post-Accident/Incident situations, reasonable suspicion, and immediate random testing situations. the Company has patterned their alcohol testing requirements after the regulatory testing requirements of DOT (Department ofTranspo11ation). DOT does not allow the use of blood for alcohol tests except in a few rare circumstances. The FMCSA (Federal Motor Carrier Safety Administration) division of DOT docs allow employers to accept the results of breath, saliva, or blood tests conducted by Federal, State, or local officials having independent authority in Post-accident/Incident situations so long as the results of the tests can be obtained by the employer. The Company program's policy will allow alcohol testing done by breath or blood. However, breath or saliva testing is the preferred method. Blood testing is only authorized when a breath or saliva test is impossible to obtain. The employer is responsible to provide a documented reason to the third party administrator as 10 why this alternative method (blood testing) was used. The form below can be used for such documentation and should be forwarded to the third-party administrator. Name of Employee Date __________________________________________ _________________________________ Complete explanation of why breath or saliva testing was not done:  The Employee had medical treatment that prevented a breath alcohol test from being done within the allowed time frame.  There is no testing facility open capable of performing a breath alcohol test within the allowed time frame. Provide time and location information had medical treatment that prevented a breath alcohol test from being done within the allowed time frame __ __  There was no testing facility capable of performing a breath alcohol test within the geographical area of where the testing needed to occur. Provide time and location information __ __  Other, please describe: __ __ Company name and signature of Employer authorizing agent: Date __________________________________ Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 18 APPENDIX E: Guidelines for Post-Accident/Incident Testing Company policy requirement for Post-Accident/Incident Testing: A substance abuse drug and alcohol test of an onsite contractor employee is required when they are involved in any accident/incident or event, caused by them either directly or indirectly, that results in treatment by a health care provider, or that results in damage to property, including any serious near-miss incident. The employee should proceed directly for testing or as soon as possible. Recommended Steps for Post-Accident/Incident Testing: I. Contractors are responsible for ensuring that a drug and alcohol test is completed for any accident or incident as defined above. 2. Needed medical treatment will take precedence over completing a drug and alcohol test. However, a drug and alcohol test should be done as soon as possible. The alcohol test should be administered within 2 hours of the accident/incident. If there is a delay of more than 2 hours, an explanation of why the testing was delayed or couldn't be completed should be documented. 3. The contractor must ensure that the facility who will be doing the post-accident test meets the following requirements. a. Drug test requirement: i. Use of a standard custody and control form ii. Testing of specimen by a SAMHSA certified laboratory using the drug panel cut-off level set by CCS iii. Test result reviewed by a certified MRO (Medical Review Officer) b. Alcohol Test requirements: i. A breath test should always be administered unless breath testing is not an option. ii. A breath test should be done as soon as possible (within 2 hours). I fit can't be completed within 8 hours, testing should cease and documentation explaining the inability to complete testing within 8 hours should be forwarded to the third-party administrator. iii. The breath test should be administered by a certified BAT (Breath Alcohol Technician) using a breath testing device that meets the same requirement as DOT. iv If breath testing is not available, a blood draw may be used. 4. The results of all Post-Accident/Incident tests are required to be reported to the third-party database administrator as soon as possible following any Post-Accident/Incident testing so the results may be entered into the database. 5. If any Post-Accident/Incident test result is positive the contractor must immediately remove the employee from the Owner site and follow their Company policy's discipline for testing positive. Any positive test will render the employee's Company card invalid. Panzica Building Corporation Employee Policy Manual - Addendum Dated October 15, 2024 19 APPENDIX F: Fitness For Duty Form REASONABLE CAUSE/OBSERVATION DOCUMENTATION All employees, including yourself, occasionally exhibit some performance problems and behavior changes. Sometimes these problems and changes cause concern that an employee may be unfit to perform the employee's regular duties as a result of substance abuse. Below is a checklist of some possible observations for you to use in determining when there is reasonable cause for such concern and possible substance testing. This list is not intended to be all inclusive nor should you think that one symptom alone automatically means an employee is impaired. NAME DATE LOCATION TIME The onset of one or more of the following observations may be cause for substance abuse testing: SPEECH AWARENESS BALANCE PHYSICAL INDICATORS ___Incoherent ___Confused ___Swaying ___Pupils dilated/red eyes ___Muddled ___Sleepy ___Staggering ___Cold sweats/tremors ___Slurred ___Erratic behavior ___Falling ___Alcohol/marijuana odor When you observe behaviors that may interfere with the employee's performance, you should note and document your observations. The employee should be counseled about performance problems, and any explanations volunteered or offered by the employee should be noted. Although work related performance or behavior problems might be cause for substance abuse testing, continued work related performance and behavior problems might result in reassignment, or discipline up to and including termination of employment. WORK OBSERVATIONS MOODS PHYSICAL INDICATORS ___ Unexplained or excessive ___Withdrawn/sad/morbid ___ Rapid breathing absenteeism or tardiness ___ Mood swings high and low ___ Inappropriate wearing of ___ Unexplained or excessive ___ Nervousness/agitation sunglasses absences from work area ___ Other: ________________ ___ Other: ________________ ___ Frequent trips to water _________________________ _________________________ cooler or restroom _________________________ _________________________ ___ Difficulty in understanding /recalling instructions ___ High frequency of accident occurrence Comments: To the best of my knowledge and belief this report represents the action, appearance, and/or conduct observed by me and upon which I base my decision to suggest said employee be tested or be further evaluated by a supervisor. EMPLOYEE SIGNATURE: Employee signature is merely confirming that they have been informed of the situation. SUPERVISOR SIGNATURE: WITNESS SIGNATURE: NOTE: THIS REPORT IS TO BE USED ONLY AS AN OBSERVATION AID, AND SHALL, TO THE EXTENT POSSIBLE, REMAIN CONFIDENTIAL. BOARD OF PUBLIC WORKS AGENDA ITEM REVIEW REQUEST FORM Date 10/15/2024 Name Zach Hurst Department DPW BPW Date 10/22/2024 Phone Extension 3057 Review and Approval Required Prior to Submittal to Board Diversity Compliance and Inclusion Officer Officer Name BPW Attorney Attorney Name Dept. Attorney Attorney Name Purchasing Check the Appropriate Item Type – Required for All Submissions Professional Services Agreement Contract Proposal Open Market Contract Amendment/Addendum Special Purchase, QPA Bid Opening Bid Award Req. to Advertise Title Sheet Quote Opening Quote Award Reject Bids/Quotes Proposal Opening C/O & PCA No. PCA Chg. Order, No. Traffic Control Resolution Other: Ease./Encroach Required Information Company or Vendor Name New Vendor Yes If Yes, Approved by Purchasing No MBE/WBE Contractor MBE WBE Completed E-Verify Form Attached Yes No Project Name Momentum TIF Project – Site Work Project Number 124-018 Funding Source River West DA TIF Account No. PR-00036154 Amount Terms of Contract Line Item Purpose/Description Request to open bids for site work package at former Salvation Army building on Main Street. For Change Orders Only Amount of Increase Decrease $ ($ ) Previous Amount $ Current Percent of Change: Increase Decrease % ( %) New Amount $ Total Percent of Change: Increase Decrease % ( %) Time Extension Amount: New Completion Date: