HomeMy WebLinkAbout2. 516 South Michigan Street_COA 2026-0502 PacketHISTORIC PRESERVATION COMMISSION OF SOUTH BEND AND ST. JOSEPH COUNTY
Phone: 574.235.9371 Email: hpcsbsjc@southbendin.gov
STAFF REPORT
CONCERNING APPLICATION FOR A
CERTIFICATE OF APPROPRIATENESS
Date: March 7, 2026
Application Number: 2026-0502
Property Location: 516 South Michigan Street
Architectural Style/Date/Architect or Builder:
Neoclassical Commercial / 1921
Property Owner: Herstoric Properties LLC / Charity Stowe
Landmark or District Designation: Local Landmark, Ordinance
#8630-95; South Michigan Street NR Historic District
Rating: Outstanding
DESCRIPTION OF STRUCTURE/SITE: This is a two story, rectangular plan commercial building. Walls are
brick with terra cotta detailing, and the roof features a parapet wall having an oval, terra cotta arcade and a project-
ing terra cotta cornice with brackets. On the front facade, the second story window surrounds are terra cotta with
vien and medallion motif lintels. Window openings on the south elevation have arched tops. The north eleva-
tion features two recessed openings, which originally formed two light wells between the existing building and a
now-demolished building directly to the north. Each recessed opening has three windows; based on images provid-
ed by the applicant, these windows appear to be metal 6/1 single hung windows.
DESCRIPTION OF PROPOSED PROJECT: The applicant has requested approval to:
1) Install Commercial kitchen exhaust hood and fresh air vents on north side of the building.
STANDARDS AND GUIDELINES:
Commercial Standards: Loading Docks, Dumpsters and Service Areas: 48.
SITE VISIT REPORT: N/A
STAFF RECOMMENDATION: The new kitchen exhaust hood will be easily seen from the main street and
the front of the building. The new vents should match the color of the existing brick wall and hidden with natural
screening to reduce it’s impact on the view from the street. Staff advises that the brick wall should not be painted.
Based on all the information available prior to this public hearing, Staff make a FAVORABLE RECOMMEN -
DATION.
Prepared by
Ross Van Overberghe, Historic Preservation Administrator
HISTORIC PRESERVATION COMMISSION OF SOUTH BEND AND ST. JOSEPH COUNTY
MAP OF THE AREA — Google Maps view of the subject area.
Phone: 574.235.9371 Email: hpcsbsjc@southbendin.gov
SATELLITE IMAGERY — Imagery from early 2025.
Saturday, May 2, 2026
Application for Certificate of
Appropriateness
Important Information Regarding this Request
REQUIRED DOCUMENTATION AND SITE PLANS
The Historic Preservation Commission of South Bend and St. Joseph County cannot process an Application
without required documentation. Comprehensive documentation provides a complete understanding of the
project. Problems often occur during a project review or during the execution of the project when the
property owner, staff or commissioners are unclear as to project specifics. Applications will NOT be
processed without required documentation.
Photographs may be submitted in digital format or in photographic print. When a project involves
blueprints and/or site plans, one (1) set shall be submitted with the Application. Any documentation
submitted to this office cannot be returned to the applicant.
APPLICATION FEE
The application processing fee for any Application for a Certificate Of Appropriateness is $20
Payment must accompany the application at the time of submission. For an electronically submitted
application, payment must reach the HPC office within 48 hours following transmission. Payment can be
made by credit card by contacting
Business License Administrator Michelle Adams at (574) 235-5912; by cash in person in the Department of
Community Investment on the 14th floor of the County City Building; or by check made out to City of
South Bend. Applications will NOT be processed without the required fee.
MEETING ATTENDANCE
When an Application has been scheduled for any meeting, the owner, architect or contractor(s) retained for
the project shall attend the meeting where their project will be reviewed and a decision rendered. Failure by
the owner, architect, or contractor to attend such meetings may result in denial of the Application due to
insufficient representation.
CERTIFICATE ISSUANCE
Certificates of Appropriateness will be filed with the Building Department of South Bend and St. Joseph
County. A copy of the Certificate will be emailed directly to the owner and/or contractor(s) listed on the
application.
INSPECTION AUTHORITY
All projects will be inspected during and following execution for compliance with the decision(s) rendered
by the Historic Preservation Commission of South Bend and St. Joseph County.
1
Owner acknowledges that while the Historic Preservation Commission only considers Certificates of
Appropriateness for exterior features, under certain circumstances it may be necessary for the Commission
Staff to have access to the interior of the building in order to accurately assess the condition of the exterior
feature and that the lack of access to the interior may prevent the Commission Staff from making a
favorable recommendation.
Any work performed on a historic landmark or in an historic district which does not conform to the
Certificate of Appropriateness certificate shall be immediately halted by the Historic Preservation
Commission and the Building Department of South Bend and St. Joseph County. Fines may be levied for
projects not in compliance.
I read and understand the information
above:Yes, Continue
Date Saturday, May 2, 2026
2
Proper ty Information
Property Address for Proposed Work:516 S Michigan St
Property City South Bend
Property Zip Code 46601
Property Owner Information:Herstoric Properties
Owner Email
Proposed Work and Project Information
All projects must comply with applicable building and zoning codes.
South Bend Zoning Ordinance St. Joseph County Zoning Ordinance
Contractor Information CaptiveAire Systems Hood Vents Teddy Sohmer
Contractor Phone Number (317) 215-0671
Contractor Email teddy.sohmer@captiveaire.com
Description of Proposed Work:
Commercial hood ventilation system to be installed on the northwest elevation of the building, consistent
with the location and approach shared during the previous Certificate of Appropriateness (COA)
presentation. The system will serve kitchen operations and includes a wall-mounted exhaust fan and
associated mechanical components.
The installation has been sited due to the location of the commercial kitchen. All exterior components will
be finished in a neutral color to blend with the building façade, with consideration given to screening or
enclosure where appropriate.
The system will be designed and installed in compliance with all applicable building, mechanical, and fire
codes, including proper clearances.
Specification of Material via
Manufacture Brochure:PDF 12.5.25 - Submitt….pdf
File Upload
Site Plans, Aerial Views, and/or Blueprints: One (1) set shall be submitted with the Application.
Uploaded documentation must show existing property lines, buildings, structures, and proposed project
location(s). Hand Drawn Plans/Elevations are ok
Photographs to include: each area affected by project, close up detail of project areas.
3
Windows, Siding, and/or Door projects must include photographs of each window/door/siding affected
by the project and detailed close up of condition
Applications will not be processed if the required photographs and/or documentation are not
included.
Any documentation submitted to this office cannot be returned to the applicant.
Quote/Evaluation(s) by Repair Professional (Optional):
DOCX 12.5.25 - Quote - FARS - The Mon….docx
Photographs:
PDF Monarch COA Exhaust Fans DRAFT 5.….pdf
Payment
Invoice ID # INV-000240
Payment Method Pay via Card or PayPal
4
G0.0 516 S Michigan StreetSouth Bend, IN 46601The MonarchBuildingDRAWN BY:
SHEET:
E.E., R.M., M.R.614 S St Joseph StreetSouth Bend, IN 46601DATE:COVER SHEET - THEMONARCH05.01.2026
INDEX OF DRAWINGS
SHEET #DRAWING TITLE
G0.0 COVER SHEET - THE MONARCH
A3.6 VENTING AND EXHAUST ELEVATIONS
A3.7 VENTING AND EXHAUST 3D VIEWS
A3.8 VENTING AND EXHAUST PRODUCT SPECS
A3.9 VENTING AND EXHAUST ART INSTALLATION IDEA REVISIONS:NUMBERDATEDESCRIPTIONISSUE:NUMBERDATEDESCRIPTIONOWNER
HERSTORIC PROPERTIES
614 S ST JOSEPH ST
SOUTH BEND, IN 46601
(574) 300-8041
DEVELOPER
HERSTORIC DEVELOPMENT
614 S ST JOSEPH ST
SOUTH BEND, IN 46601
(574) 300-8041
GENERAL CONTRACTOR
HERSTORIC CONSTRUCTION
614 S ST JOSEPH ST
SOUTH BEND, IN 46601
(574) 300-8041
MEP ENGINEER
MILLIES ENGINEERING
9711 VALPARAISO DR.
SUITE #A
MUNSTER, IN 46321
STRUCTURAL ENGINEER
FROST ENGINEERING
201 LINCOLNWAY W #200
MISHAWAKA, IN 46544
(574) 344-5900
THE MONARCH BUILDING
RENOVATION
516 SOUTH MICHIGAN STREET
SOUTH BEND, IN 46601
ARCHITECT
HERSTORIC DEVELOPMENT
614 S ST JOSEPH ST
SOUTH BEND, IN 46601
(574) 300-8041
PROJECT LOCAT ION
COA SUBMISSION - VENTING AND EXHAUST FANS
REVISIONS:NUMBERDATEDESCRIPTIONISSUE:NUMBERDATEDESCRIPTION
West Exterior Facade
11 1122
33
11
North Exterior
11
South Exterior
VENTING AND EXHAUST HOOD COA SCHEDULE
12"W X 12"H EXHAUST AIR LOUVER
26"W X 26"H OUTSIDE AIR INTAKE LOUVER
EXHAUST FAN PAINTED TO MATCH BRICK COLOR OR HIDDEN WITH MURAL
11
22
33
A3.6
SHEET:
DATE:
04.20.2026 516 S Michigan StreetSouth Bend, IN 46601DRAWN BY:
E.E., R.M., M.R.The MonarchBuildingVENTING AND EXHAUSTELEVATIONS614 S St Joseph StreetSouth Bend, IN 46601REVISIONS:LABELDATEDESCRIPTION1 04.20.2026 PERMIT REVISIONISSUES:NUMBERDATEDESCRIPTION
View from Michigan and MonroeView from Sidewalk
A3.7
SHEET:
DATE:
04.20.2026 516 S Michigan StreetSouth Bend, IN 46601DRAWN BY:
E.E., R.M., M.R.The MonarchBuildingVENTING AND EXHAUST3D VIEWS614 S St Joseph StreetSouth Bend, IN 46601REVISIONS:LABELDATEDESCRIPTION1 04.20.2026 PERMIT REVISIONISSUES:NUMBERDATEDESCRIPTION
Exhaust Fan
Exhaust Fan
A3.8
SHEET:
DATE:
04.20.2026 516 S Michigan StreetSouth Bend, IN 46601DRAWN BY:
E.E., R.M., M.R.The MonarchBuildingVENTING AND EXHAUSTPRODUCT SPECS614 S St Joseph StreetSouth Bend, IN 46601REVISIONS:LABELDATEDESCRIPTION1 04.20.2026 PERMIT REVISIONISSUES:NUMBERDATEDESCRIPTIONExhaust Fan Model:ECONAIR EADU180H - Exhaust Fan (KEF-1)
Example of Painted Exhaust Fan at Roselily Building Example Using Art to Disguise Utility/Service Components
A3.9
SHEET:
DATE:
04.20.2026 516 S Michigan StreetSouth Bend, IN 46601DRAWN BY:
E.E., R.M., M.R.The MonarchBuildingVENTING AND EXHAUSTART INSTALLATION IDEA614 S St Joseph StreetSouth Bend, IN 46601REVISIONS:LABELDATEDESCRIPTION1 04.20.2026 PERMIT REVISIONISSUES:NUMBERDATEDESCRIPTION
Page 1 of 7
(317) 215 - 0671 WWW.CAPTIVEAIRE.COM
Friday, December 5, 2025 Quote# 8393124 - FARS - The Monarch - South Bend IN
To:
From:
Teddy Sohmer
CaptiveAire Systems
20 E. Airport Rd. Ste. 100
Brownsburg, IN 46112
Phone: (317) 215 - 0671
Fax: (919) 227 - 5918
reg38@captiveaire.com
Ship To: 516 South Michigan Street
South Bend, IN 46601-2414
CaptiveAire Systems proposes to furnish the following equipment. Production of listed items will commence upon receipt of
an approved proposal, a purchase order, an approved submittal and approved credit.
EQUIPMENT:
Hood #1 - Hood-1 - Job #8393124
6024ND-2 - 10ft 0" Long Exhaust-Only Wall Canopy Hood with Built-in 3" Back Standoff x1
- 430 SS Where Exposed x1
- Fire Cabinet on the Left Side 12.00" Width x 60.00" Length x 24.00" Height (Additional charges may
apply for cabinet if not sold with fire system)
x1
- FILTER - 16" tall x 16" (15.625" by 15.625") wide Stainless Steel Captrate Solo filter with hook, ETL
Listed. Particulate capture efficiency: 85% efficient at 9 microns, 76% efficient at 5 microns. Used on
hoods shipped AFTER 7/27/17.
x7
- Recessed Round LED fixture and LED Light, 3500 K warm output. x3
- EXHAUST RISER - Factory installed 14" Diameter X 4" Height x1
- 1/2 Pint Grease Cup New Style, Flanged Slotted x2
- FIELD WRAPPER 18.00" High Front, Left, Right x1
- Electrical Package Installation in Utility Cabinet by Plant. x1
- RIGHT VERTICAL END PANEL 27" Top Width, 21" Bottom Width, 80" High Insulated 430 SS x1
- LEFT VERTICAL END PANEL 27" Top Width, 21" Bottom Width, 80" High Insulated 430 SS x1
NOTE: Assumed 10' Ceiling Height for Wrapper.
Fire System #1 - Job #8393124
TANK-SP-1 Tank Fire Suppression 4 gallon Fire System in Utility Cabinet (includes pre-piped
hood(s) with electric detection, tank(s), 24 VDC release mechanism, fire system agent, pressurized
tanks, and electric pull station). (Formerly CAS-EWC).
Includes piping for hood: 1.
x1
Friday, December 5, 2025 Quote #: 8393124 FARS - The Monarch - South Bend IN
Page 2 of 7
- Tank-based Fire Protection System equipped with Electronic Detection utilizing CORE board as a
Listed Release Mechanism. Installed in Hood Utility Cabinet with integral hood prewire panel.
x1
- Pressure Switch - Monitors Tank Pressure, Supervised Signal, TANK FIRE SUPPRESSION x1
- SC-EGVA1 GAS VALVE - 1" Electrical Shutoff Valve for use with HMI reset, 110V, 60Hz
(#8214250). Includes upstream strainer assembly.
x1
Fan #1 DU85HFA - Exhaust Fan (KEF-1) - Job #8393124
DU85HFA High Speed Direct Drive Centrifugal Upblast Exhaust Fan with speed control (speed
control included for single phase only), disconnect switch and 15-3/4" wheel.
Exhaust Fan handles 1750 CFM @ -1.000" wc ESP, Fan runs at 1412 RPM.
Exhaust Motor: 1.000 HP, 1 Phs, 208 V, 60 Hz, 6.9 FLA, TEAO-ECM (Totally Enclosed Air Over
Electronically Commutated Motor)
x1
- Multi-Conductor - Single Shielded Twisted Pair Cable, 18 AWG stranded (19x30) TC conductors,
plenum, FEP insulation, overall shield (100% coverage), 20 AWG stranded TC drain wire, FEP
jacket. Priced per foot. For use with CORE Interlock Network, light dimming 0-10VDC reference
signal, and PWM signal from ECPM03 to ECM.
x30
- Grease Cup for kitchen-duty centrifugal exhaust fans,
Box Dimensions 17-1/8 L X 5-1/16 W X 3-3/4 H (20 Gauge) (Includes Down Spout)
x1
- DU/DR85HFA Gasketing Kit - Thermeez Woven Ceramic Tape - 1/4" x 1" with adhesive back -
Max Temp 1500°F. To be applied between fan base and grease duct. Installed under fan base 1/2"
from the inside. Installed at the plant.
x1
- Through Wall Curb Mount Installation Option. x1
- HINGE KIT - Heavy Duty Hinge kit with locking spring pin for exhaust fan roof curbs. Includes
Hardware to attach hinge to curb and hinge to base. 10 GA Galvanized.
Note: Requires 16GA curb or 18GA curb with 16GA back plate - (9"x9" cut size).
x1
- Wall Mount Construction for Direct Drive Fan. Through-Bolt mount motor for extra support in wall
mount application. Vibration isolator mounts not used.
x1
- Disconnect Switch Loose - Wire Is Extended 10' To Allow Remote Mounting Of The NEMA 3R
Enclosure & Switch. Cord Fittings Are Installed In Switch Box. 10-32 Hardware and 7/8" Plug Are
Installed In Apron Switch Mounting Holes.
x1
- ECM Wiring Package for exhaust motors with PWM signal from ECPM03 prewire. x1
- KEF-1 Curb CRB23x24E On Fan #1 Flat Curb x1
- Vented Base for Curb x1
Fan #2 CAS-HVAC1-I.200-15-10T-DOAS - Heater (DOAS-1) - Job #8393124
CAS-HVAC1-I.200-15-10T-DOAS RTU with Indirect Fired Heat and 15" Direct Drive Plenum Fan, 1
Furnace, Electronic Full Modulation, Constant 81% Efficiency, and 6:1 Max Turndown for NG, (5:1
Max Turndown for LP). Stainless Steel Burner and Heat Exchanger. Supply Fan handles 1750 CFM
@ 1.000" wc ESP, Fan runs at 1452 RPM. Heater supplies 162000 BTUs. 77°F Temperature Rise.
[Fuel: Natural Gas] Input: 200000 BTUs. Supply Motor: 2.000 HP, 3 Phs, 208 V, 60 Hz, 6.1 FLA,
ODP, Premium (E-Plus3) Eff. Side Discharge - Air Flow Left -> Right
x1
- Cooling Override x1
- Gas Manifold for RTU 1-1 GM - BTU 0 - 400001 - 7 in. w.c. - 14 in. w.c., No Insurance Requirement
(ANSI), BV250-66
x1
- Clogged Filter Switch with Notification on HMI x1
- Ship Loose Gas Strainer. To be installed upstream of unit connection. 3/4" Connection x1
- VFD factory mounted and wired in unit control vestibule. x1
- Gas Pressure Gauge, 0 to +10 Inches Wc., 2.5" Diameter, 1/8" Thread Size, Rear Thread x1
- Gas Pressure Gauge, 0-35", 2.5" Diameter, 1/4" Thread Size x1
- Commercial Smoke Detector Interlock (Detector By Others) x1
Friday, December 5, 2025 Quote #: 8393124 FARS - The Monarch - South Bend IN
Page 3 of 7
- 120V Fire Input x1
- CFM monitoring for MUA units. Uses rivet nuts, 1/4" airflow tubing and push to connect fittings. x1
- Overheat Stat factory set at 80°F and 10 minutes. Prevents unit from overheating the space when
cooling.
x1
- Discharge Firestat. Set to 240°F x1
- Intake Firestat. Set to 135°F x1
- Freezestat x1
- Blower Delay Stop. Allows supply fan to run after the burner has shut off Factory set at 90 secs for
indirect 30 secs for direct.
x1
- i51BP215D0000ACBSS - i500 Variable Frequency Drive - 2 HP Max., 230 V, 1Ph or 3Ph, 7 A Max.,
NEMA 1 Enclosure, PART NEEDS PROGRAMMING
x1
- VAV (Variable-Air-Volume) Wiring Package for Commercial Fans.
0-10VDC Speed Control Variable Frequency Drive Included
x1
- Low ambient cooling controls down to 0F ambient temperatures. To be used in recirculating
applications.
x1
- Occupied Scheduling Defaulted for IBT/RTU. x1
- VERIZON CELLULAR KIT, WIRED ANTENNA AND VERIZON DATA. USED WITH FAN. x1
- Single Point Electrical Connection for RTU. QNTY 1 750va Transformer Used. If a Non-DCV
Prewire controls this unit, the #28, #47, "MA", or "E2" Option Prewire must be selected. Do not
provide supply starter in prewire.
x1
- FARS KITCHEN MUA/RTU • Occupied/Unoccupied Scheduling • Space Temp Control • Heating
and Cooling Activation Based On Either Set Point • Manual Blower Mode • Smoke Detector Interlock
• Space Sensor Ships Loose Includes 1 Space HMIs.
x1
- 10 Ton Modulating Cooling Option, 208/230V. Size 1 Cabinet, R454B Refrigerant, Variable Speed
Inverter Duty Compressor, ECM Condensing Fan(s).
x1
- 10 Ton Cooling Only Modulating Reheat Option for Space Control - Size 1 Cabinet, R454B x1
- RTU Size 1 No Return x1
- 2" Merv 13 Filters for Size 1 RTU.
QTY 4, 16 x 16 x 2 Merv 13 Filters
x1
- 2" Merv 8 Filters for Size 1 RTU.
QTY 4, 16 x 16 x 2 Merv 8 Filters
x1
- Option for Metal Mesh Filters in RTU1 OA Intakes x1
- RTU Fixed 100% Outdoor Air Intake. x1
- RTU Compressor Oil Sensor Factory Installed. M12 Style Connector. x1
- RTU Size 1 Side Discharge x1
- R454B Refrigerant Leak Detector Option. Includes 20% LFL sensor and harness. x1
- Full Bottom Curb Corner. Base flange corners fully welded or staked by factory. x1
- Size 1 RTU Curb Duct Hanger - Adjustable Duct Hanger Support Brackets installed for both return
and discharge duct.
x1
- DOAS-1 Curb CRB41X71X18INS Insulated On Fan #2 Flat Curb x1
NOTE: Assumed mounted on grade with side discharge. Assumed 208v.3ph input power.
Electrical System #1 - Job #8393124
SC-311110MA 3 Phase w/ control for 1 Exhaust Fan, 1 Supply Fan, Exhaust on in Fire, Lights out in
Fire, Relay On/Off with Supply Fan, Fan(s) On/Off Thermostatically Controlled. Room temperature
sensor shipped loose for field installation. INVERTER DUTY 3 PHASE MOTOR REQUIRED FOR
USE WITH VFD. Includes 1 Duct Thermostat kit.
x1
Friday, December 5, 2025 Quote #: 8393124 FARS - The Monarch - South Bend IN
Page 4 of 7
- Digital Prewire Lighting Relay Kit. Includes hood lighting relay & terminal blocks. Allows for up to
1400W of lighting each.
x1
- Thermistor CABLE - 18/2 AWG GREEN WHITE, plenum rated. USED for thermistor duct stat. Per
Foot Price.
x50
- VERIZON CELLULAR KIT, WIRED ANTENNA AND VERIZON DATA. x1
Duct Run #1 - 430 Stainless
(RC1) DW18DWRISER-2R-S Double Wall Riser Cover - Used On 14" Inner Riser, 4" long - 2 Layers
Reduced Clearance - 18" Stainless Steel Outer Riser Shell Assembly. Includes Insulation & Single V
Clamps For Inner & Outer Connections.
x1
(P1) DW1490DWASY-2R-S Double Wall Duct - 14" Inner 90 Duct - 2 Layers Reduced Clearance - 18"
Stainless Steel Outer Shell.
x1
(P2) DW1447DWAJDTP-2R-S Double Wall Adjustable Duct Transition Plate - 14" Inner Duct - 2
Layers Reduced Clearance - 18" Stainless Steel Outer Shell. Min Length = 11" / Max Length = 48.5" /
Adjustment = 30.5" / Adjustable Section May Need To Be Cut.
Includes single and double wall "V" Clamps.
x1
(P3) DW1822SADKIT Duct - Horizontal Saddle Support Kit, Used With 18" OD - Includes Uni-Strut Cut
To Length, DW1822SAD, & Hardware Bag 4.
x1
(P4) DW2314TPDBEX Duct to Curb Transition 3/4" Down Turn, 23" Curb to 14" Duct, 16 GA
Aluminized. Used on NCA14FA & NCA14HPFA. Transition Plate OD is 23.5" Designed For Use With
Exhaust Fan.
x1
3M-2000PLUS Duct - 3M Fire Barrier 2000 Plus Silicone - Used as sealant to Seal Duct Joints. x1
Factory Services
Service Design Verification for CASLink. x2
Service Design Verification for Exhaust Fan x1
Service Design Verification for Hood x1
Service Design Verification for PARAGON x1
Service Design Verification for Site Meeting w/ additional mileage charge. x1
Service Design Verification for Standard Electrical Control Package x1
Service Design Verification for TANK Fire Suppression x1
Service Design Verification Mileage Charge: (113) x 2 = 226 total miles x1
Subtotal: $37,574.39
Shipping: $2,264.67
Tax: $2,459.55
Total: USD $42,298.61
SERVICE DESIGN VERIFICATION DISCLAIMER
Field Service Technician is responsible for one trip to site to ensure the above equipment is operating within design
specifications. All equipment must be operational. Fire suppression system should be hooked-up and armed. Additional trips
will result in charges to be covered by others.
INSTALLATION BY OTHERS
Friday, December 5, 2025 Quote #: 8393124 FARS - The Monarch - South Bend IN
Page 5 of 7
Installation of these products should be performed by a
qualified professional who has read and understands the
product manuals and is familiar with the proper safety
precautions.
By Others:
Installation, receiving, hanging and setting of equipment,
ductwork, patching, all electrical field wiring, start-up &
balance, gas or electric shutdown for fire system hook-up.
Checking equipment for any signs of damage upon receipt,
and if found, report it immediately to the carrier. Check that
all items are accounted for and free of damage.
Condenser, filter / dryer kit, refrigerant, condenser
disconnect and expansion valve, for use with DX coil
module, will all be provided, installed, started and
warranted by others.
Note:
Customer is responsible for additional labor charges as a
result of cooking equipment layout changes after the
release of the order, union labor or prevailing wage
charges, or additional trips by fire system distributor
caused by jobsite delays, permits, fees or test required by
local authority. Submittal will specify applicable testing and
approval agencies.
Hook up for the fire system must be performed in
accordance with the product manual by a Factory Trained
Distributor. Failure to utilize a factory trained distributor
voids the product warranty.
CaptiveAire Systems requirement for all field hook
ups:
All fire system installation materials and methods must be
in accordance with the product manual, which includes but
not limited to: fire system piping, gas shut-off valves, low-
voltage wiring and conduit, verification of appliance
coverage, and start-up and inspection procedures.
CaptiveAire Systems product must be installed in
accordance with installation instructions provided with
equipment or available on our web site at
www.captiveaire.com.
Ductwork must be designed and installed in accordance
with AMCA and ASHRAE standards as presented in
CaptiveAire Systems "Guide to Designing Air Flow
Systems", available here.
Hood and Ductwork hanging brackets and angles must be
supported with 1/2" - 13 TPI grade 5 (minimum) all-thread.
Sandwich hanging angles and ceiling anchor points with
1/2" grade 5 (minimum) steel flat washers and 1/2" - 13 TPI
grade 5 (minimum) hex nuts. A doubled hex nut
configuration must be used beneath hood and duct
hanging brackets and above ceiling anchors (single hex nut
beneath hanging angle is only acceptable for full length
and supply plenum hanging angle types). Maintain 1/4" of
exposed threads beneath bottom hex nut. Torque all hex
nuts to 57 ft-lbs. Reference the installation manual for
additional details and limitations of all structural supports.
WARRANTY
Standard Product Warranty
This equipment is warranted to be free from defects in materials and workmanship, under normal use and service, for a
period of 2-years from date of shipment.
Paragon HVAC Warranty
Standard 5-year parts warranty from date of shipment, to be free from defects in materials and workmanship, under normal
use and service.
Paragon HVAC Extended Warranty
An extended 10-year non-prorated parts warranty is available at no extra charge when units are remotely monitored and
maintained through a Service Preventative Maintenance subscription (terms and conditions apply).
Furnace Warranty
Subject to all terms stated herein, the MANUFACTURER warrants to BUYER the stainless-steel heat exchanger to be free
from defects in material and workmanship under normal use and service for 25-years from the date of manufacture and
warranty is limited to replacement of the heat exchanger only.
Ductwork Warranty
This ductwork, chimney, and/or special gas vent system is warranted to be free from defects in material and workmanship,
under normal use and service, for a period of 20-years from the date of shipment.
Warranty Instructions
Friday, December 5, 2025 Quote #: 8393124 FARS - The Monarch - South Bend IN
Page 6 of 7
This Standard Product Warranty, Paragon HVAC Warranty, Paragon HVAC Extended Warranty, Furnace Warranty,
Ductwork Warranty shall not apply if:
1. The equipment is not installed by a qualified installer per the MANUFACTURER'S installation instructions shipped
with the product.
2. The equipment is not installed in accordance with federal, state and local codes and regulations.
3. The equipment is misused or neglected, or not maintained per the MANUFACTURER'S maintenance instructions.
4. The equipment is not operated within its published capacity.
5. The equipment design or sizing is not approved per MANUFACTURER'S specifications.
6. The equipment is exposed to elevated temperatures due to a fire originating in the building, hood, fan, duct,
chimney, vent or kitchen appliances.
7. The equipment is operated, tested, or stored in the presence of chlorines, solvents, refrigerant vapors, caustic
substances, halogenated compounds, or other conditions that could cause condensation of corrosive materials
within or on the system.
8. The equipment is substituted or connected with parts not manufactured per Original Equipment Manufacturer.
9. The invoice is not paid within the terms of the sales agreement.
The MANUFACTURER shall not be liable for incidental and consequential losses and damages potentially attributable to
malfunctioning equipment. Should any part of the equipment prove to be defective in material or workmanship within the
Standard Product Warranty, Paragon HVAC Warranty, Paragon HVAC Extended Warranty, Furnace Warranty,
Ductwork Warranty, upon examination by the MANUFACTURER, such part will be repaired or replaced by
MANUFACTURER at no charge. The BUYER shall pay all labor costs incurred in connection with such repair or
replacement. Equipment shall not be returned without MANUFACTURER'S prior authorization and all returned equipment
shall be shipped by the BUYER, freight prepaid to a destination determined by the MANUFACTURER.
NOTE: To receive warranty coverage, register this product by filling out the Start-up and Maintenance Document.
Fax the form to 1-919-554-9374 or call 1-866-784-6900 for email information.
SHIPPING
Lift gates are not available from LTL shipping carriers for products over 96" in length.
Freight includes one shipment only, delivered to the job site address listed on this proposal. Customer is responsible for
freight charges on any items shipped early. This is an estimated freight charge and is subject to change based on current
freight costs when the job is released for production.
APPROVAL
The above prices, associated submittal drawings, specifications, and conditions are satisfactory and are hereby accepted.
You are authorized to perform the work specified. Receipt of the CaptiveAire Systems Terms & Conditions are hereby
acknowledged (Form TC101), and by signature hereto, we agree to said Terms & Conditions. Payment will be made in
accordance with authorized agreement. Please note, proposal may be withdrawn by CaptiveAire Systems if not accepted
within 30 days for immediate shipment.
Authorized Signature Date
Signature Date
We accept MasterCard®, VISA®, American Express®, and Discover® cards for immediate credit approval and
expedited order processing.
Friday, December 5, 2025 Quote #: 8393124 FARS - The Monarch - South Bend IN
Page 7 of 7
TERMS AND CONDITIONS
Acceptance: This proposal is submitted for acceptance within 30 days from the date of proposal. Prices are firm after acceptance -see paragraph
"prices." Typographical and clerical errors in quotations, orders and acknowledgments are subject to correction.
Terms of Payment: Net thirty (30) days from date of our invoice, unless specified to the contrary and subject to the approval of the Company. A
Service Charge of 1.5 % per month may be invoked and applied after the 30 day period until payment is received. Invoicing will be rendered when
shipment has been made, unless otherwise indicated in quotation. The stated price is subject to any state, federal or local government regulatory
ordinances or statutes governing interest rates and shall be construed and interpreted to allow the highest rate applicable and not more. In the event of
a conflict between this rate and other law, the law shall prevail. In the event CaptiveAire Systems employs an attorney to enforce its rights and
remedies under this agreement and/or to collect funds owing pursuant to this agreement, buyer agrees to pay a reasonable attorney's fee for
CaptiveAire Systems attorney, plus all other reasonable expenses incurred by CaptiveAire Systems in enforcing its rights under this agreement.
Taxes: Unless specifically stated, we include no taxes of any kind in the sale price. Any taxes, if applicable and imposed by any present or future local,
state or federal agency for any reason must be paid by the Buyer.
Shipments: All shipments are f.o.b. Factory or, if shipped from another location, f.o.b., point of shipment with charges either allowed, added to invoice,
or collect as noted.
Claims: The responsibility of the company ceases upon delivery of material in good order to the carrier. As all goods are shipped at buyer's risk, any
claims for damage or shortage or loss in transit must be filed by the buyer against the transportation company, (We will assist the Buyer in any
reasonable way possible in the filing and collection for any claim for damages and/or losses while in transit.) Claims against factory shortages will not
be considered unless made within 60 days after receipt of the goods.
Acceptance or Approval: Should the equipment on this proposal be purchased subject to acceptance or approval of another (such as Architect,
Engineer. Owner, etc.), CaptiveAire Systems shall not be liable in any way should acceptance or approval not be granted. We cannot guarantee to
meet or equal specifications written on behalf of another equipment manufacturer.
Warranties: CaptiveAire Systems extends to buyer the manufacturers warranty (a copy of which is available upon request). Manufacturer's warranty is
in lieu of any warranties contained in any applicable project conditions, plans, or specifications unless specifically stated otherwise. CaptiveAire
Systems makes no other warranties, express or implied, as to any matter whatsoever, including without limitation, the conditions of the equipment, its
merchantability or fitness for a particular purpose. CaptiveAire Systems shall not be liable for any damages by reason of failure of the equipment to
operate or a faulty operation of this equipment. CaptiveAire Systems shall not be held responsible for any direct, incidental or consequential damages
or liquidated damages or losses (including but not limited to loss of use, income, profit or production, or spoilage or increased cost of operation)
resulting from the installation, operation or use of the equipment.
Limitation of Remedy: CaptiveAire Systems shall have no liability for any damage caused by negligence, accident, misuse, improper storage,
improper installation, improper service, maintenance or operation. CaptiveAire Systems liability (whether under theories of warranty, negligence, strict
liability or contract) is limited solely to repair or replacement of the equipment or its parts by CaptiveAire Systems or its duly authorized representative,
or at CaptiveAire Systems option and in its sole discretion, refund of the purchase price, and the foregoing shall be the sole and exclusive remedy
against CaptiveAire Systems. In no event shall CaptiveAire Systems liability with respect to the goods or their non-delivery exceed the purchase price
paid by Buyer to CaptiveAire Systems. Buyer shall have no right to consequential or incidental damages or to any remedy not hereinbefore described.
Any claim by Buyer against CaptiveAire Systems with respect to the goods is deemed waived by Buyer unless submitted to CaptiveAire Systems in
writing within ten (10) days of the date Buyer discovered or by reasonable inspection should have discovered, the basis for such claim.
Claims Resolution: All claims and disputes between Buyer and CaptiveAire Systems arising out of or relating to performance of any agreement or
breach thereof involving this project shall be decided by binding arbitration in accordance with the construction Industry Arbitration rules of the
American Arbitration Association (AAA) then existing. Notice of Demand for Arbitration shall be filed in writing by either party to this agreement with the
other and with the regional office of the AAA in Charlotte, North Carolina. The procedural and substantive law of the State of North Carolina shall apply
in and to all such arbitration proceedings and Raleigh, North Carolina shall be designated as the locale for any such proceedings. Both parties will
have the right to conduct discovery in accordance with the Federal Rules of Civil Procedure and within reasonable time limitations to be imposed by
the AAA or the arbitrators. Any award arising from such proceedings shall be final and binding upon the parties and enforceable in accordance with the
Federal Arbitration Act.
Delays: Seller shall not be liable for failures or delays in making delivery hereunder when such failure or delay results from an act of God or the public
enemy accident, explosion, fire, storm, earthquake, flood, drought, perils of the sea, strikes, lock-outs, labor troubles, riots, sabotage, embargo, wars
(whether or not declared and whether or not the United States is involved), federal, state or municipal law, ordinance, rule, regulation, order license,
priority, seizure requisition or allocation or other restrictions, failure or delay of transportation, shortage of or inability to obtain supplies, equipment, fuel
or labor or any other circumstances of a similar or different nature beyond the reasonable control of the Seller.
Credit: If Buyer's credit, at the sole judgment of the Seller, is impaired at any time, Seller shall have the right to defer shipment or cancel the order.
Penalties: No penalty clause of any kind will be effective unless approved in writing by an officer of CaptiveAire Systems.
Cancellations: Should the order be cancelled through no fault of CaptiveAire Systems, the Buyer is liable for reimbursement for any and all expenses
incurred in connection with this transaction; and in accordance with law for any other losses incurred by Seller.
Return of Goods: Please take special care to order carefully and completely. All products purchased are custom orders. Custom orders were
manufactured in accordance with customer specifications, and therefore, are only returnable per the terms of our RMA policy
(http://www.captiveaire.com/sitedocs/returnpolicy.asp). Verify all information before placing the order. Please review policy with your sales consultant
prior to purchasing if you have any questions.
Prices: Unless otherwise notified, prices on orders will be held firm provided the order is released for production at time of placement (the date of
placement being the date of the Buyer's order). Orders released after 30 days from date of customer's purchase order may be subject to escalation.
Title: The title to all material(s) and/or equipment and to any and all additions and accessories thereto and substitutions therefore, shall remain with
Seller until the purchase price thereof is paid in full.
FORM TC-101 (2/03)
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