HomeMy WebLinkAboutOpening of Quotes -Studebaker HVAC Proj No 125-079 - Ideal Consolidated
Version 1/3/2025 Page - 1 Contractor’s Quote Form
CITY OF SOUTH BEND, INDIANA
CONTRACTOR’S QUOTE FOR PUBLIC WORK
Project Name: Studebaker National Museum
HVAC and Controls Upgrade Project
Project No. 125-079
Quotes Due June 23, 2026 by 9:00 am via email to bpwbids@southbendin.gov
(Must be completed for all quotes. Please type or print)
Date: Firm:
Address:
City/State/Zip: Telephone Number: ( )
Email Address:
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:
The City of South Bend, Department of Public Works
and dated for the sum of (enter the Total Quote as shown on the Proposal)
($ )
(Enter Sum of Total Quote plus Alternates shown on Proposal) (Numerical)
If alternative quotes 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 quote is to be awarded on a unit basis, the
itemization of the units shall be shown on a separate attachment.
ACCEPTANCE
The above quote is accepted this day of 20
Subject to the following conditions:
BOARD OF PUBLIC WORKS
President
Members
By
(Signature)
(Printed Name of Person Signing)
06/23/2026 Ideal Consolidated, Inc.
1125 South Walnut Street
South Bend, IN 46619 574 339-5631
kkozlowski@idealconsolidated.com
Studebaker National Museum HVAC and Controls Upgrade Project
May 28, 2026
Mick Rauch
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QUOTE/PROPOSAL
CITY OF SOUTH BEND
Project Name
Studebaker National Museum
HVAC and Controls Upgrade Project
Project No. 125-079
Quotes Due
June 23, 2026 by 9:00 am
via email to bpwbids@southbendin.gov
Item
No. Description Quantity Unit Unit Price Total Amount
1 HVAC Upgrades 1 LS $
2 Controls Upgrades 1 LS $
Total Amount of Quote $
Firm:
Address:
City/State/Zip: Telephone Number: ( )
Fax Number: ( )
By
(Signature)
(Printed Name of Person Signing)
Ideal Consolidated, Inc.
1125 South Walnut Street
South Bend / IN / 46619 574 282-1228
Mick Rauch
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When the prospective Contractor is unable to certify to any of the statements below, it shall attach an explanation to
this Affidavit.
CONTRACTOR’S NON-COLLUSION AND NON-DEBARMENT AFFIDAVIT,
CERTIFICATION REGARDING INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY
VERIFICATION, NON-DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE
OF UNITED STATES STEEL PRODUCTS OR FOUNDRY PRODUCTS
(Must be completed for all quotes and bids. Please type or print)
STATE OF ___________ )
) SS:
COUNTY )
The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that:
1. Contractor has not, nor has any other member, representative, or agent of the firm,
company, corporation or partnership represented by him, entered into any combination, collusion
or agreement with any person relative to the price to be bid by anyone at such letting nor to prevent
any person from bidding nor to induce anyone to refrain from bidding, and that this bid is made
without reference to any other bid and without any agreement, understanding or combination with
any other person in reference to such bidding. Contractor further says that no person or persons,
firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift,
commission or thing of value on account of such sale; and
2. Contractor certifies by submission of this proposal that neither contractor nor any of its
principals are presently debarred, suspended, proposed for debarment, declared ineligible, or
voluntarily excluded from participation in this transaction by any Federal department or agency;
and
3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in investment
activities in Iran.
a. For purposes of this Certification, “Iran” means the government of Iran and any agency or
instrumentality of Iran, or as otherwise defined at Ind. Code § 5-22-16.5-5, as amended from
time-to-time.
b. As provided by Ind. Code § 5-22-16.5-8, as amended from time-to-time, a Contractor is
engaged in investment activities in Iran if either:
i. Contractor, its successor or its affiliate, provides goods or services of twenty million
dollars ($20,000,000) or more in value in the energy sector of Iran; or
ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty
million dollars ($20,000,000) or more in credit to another person for forty-five (45)
days or more, if that person will (i) use the credit to provides goods and services in
the energy sector in Iran; and (ii) at the time the financial institution extends credit, is
a person identified on list published by the Indiana Department of Administration.
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4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain
any employee or contract with a person that the Contractor subsequently learns is an unauthorized
alien. Contractor agrees that he/she/it shall enroll in and verify the work eligibility status of all of
Contractor’s newly hired employees through the E-Verify Program as defined by I.C. 22-5-1.7-3.
Contractor’s documentation of enrollment and participation in the E-Verify Program is included
and attached as part of this bid/quote; and
5. Contractor shall require his/her/its subcontractors performing work under this public
contract to certify that the subcontractors do not knowingly employ or contract with an
unauthorized alien, nor retain any employee or contract with a person that the subcontractor
subsequently learns is an unauthorized alien, and that the subcontractor has enrolled in and is
participating in the E-Verify Program. The Contractor agrees to maintain this certification
throughout the term of the contract with the City of South Bend, and understands that the City
may terminate the contract for default if the Contractor fails to cure a breach of this provision no
later than thirty (30) days after being notified by the City.
6. Persons, firms, partnerships, corporations, associations, or joint venturers awarded a
contract by the City of South Bend through its agencies, boards, or commissions shall not
discriminate against any employee or applicant for employment in the performance of a City
contract with respect to hire, tenure, terms, conditions, or privileges of contract or employment,
or any matter directly or indirectly related to contracting or employment because of race, sex,
religion, color, national origin, ancestry, gender expression, gender identity, sexual orientation, or
due to age or disability that does not affect that person's ability to perform the work.
In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials, or
any combination of the foregoing including, but not limited to, public works contracts awarded
under public bidding laws or other contracts in which public bids are not required by law, the City,
its agencies, boards, or commissions will consider the Contractor’s good faith efforts to obtain
participation by those subcontractors certified by the State of Indiana as a Minority Business
(“MBE”) or as a Women’s Business Enterprise (“WBE”) as a factor in determining the lowest,
responsible, responsive bidder.
Contractors seeking the award of a City contract cannot be required to award a subcontract to an
MWBE; however, they may not unlawfully discriminate against said MBE/WBE. On goal-eligible
contracts, Contractors are required to either meet both MBE and WBE utilization goals or
demonstrate that the Contractor has made good faith efforts to obtain participation from MBE and
WBE subcontractors. A finding of noncompliance or a discriminatory practice shall prohibit that
Contractor from being awarded a City contract for a period of one (1) year from the date of such
determination, and such determination may also be grounds for terminating the contact to which
the discriminatory practice or noncompliance pertains.
7. The undersigned Contractor agrees that the following nondiscrimination commitment shall
be made a part of any contract which it may henceforth enter into with the City of South Bend,
Indiana or any of its agencies, boards or commissions.
Contractor agrees not to discriminate against or intimidate any employee or applicant for
employment in the performance of this contract with privileges of employment, or any matter
directly or indirectly related to employment, because of race, religion, color, sex, gender
expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of
this provision may be regarded as material breach of contract.
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM MBE-2.1
MBE CONTACTED
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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 or woman business meets the MBE qualifications. Attach additional pages if necessary.
PAGE_______OF________
Project Number: 125-079 MBE Participation Goal
Project Name: Studebaker National Museum
HVAC and Controls Upgrade Project
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:
1 1
Ideal Consolidated, Inc.
President 06/23/2026
2.7%
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM WBE-2.1
WBE CONTACTED
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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
minority or woman business meets the WBE qualifications. Attach additional pages if necessary.
PAGE_______OF________
Project Number: 125-079 WBE Participation Goal
Project Name:
Studebaker National Museum
HVAC and Controls Upgrade Project
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:
1 1
Ideal Consolidated, Inc.
President 06/23/2026
1.1%
CITY OF SOUTH BEND
MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
FORM WBE-2.1
WBE CONTACTED
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CITY OF SOUTH BEND
EQUAL EMPLOYMENT OPPORTUNITY CONTRACTING
PROVISIONS DIVERSITY UTILIZATION
It is the policy of the City of South Bend to provide equal employment and business opportunity for
all persons, partnerships, companies, and corporations in accordance with the rules, regulations and
guidelines of the applicable federal, state and local laws. This policy of equal employment and business
opportunity shall apply to every contractor or subcontractor bidding or holding a public contract with the City
of South Bend.
In furtherance of this policy, the following Equal Opportunity Clauses are hereby made a part of every
construction contract entered into by the City of South Bend and all subcontractors entered into pursuant
to any such contract and the bidder hereby certifies that it/he/she will abide by these provisions.
The contractor will not discriminate against any applicant or employee because of race,
color, religion, sex, national origin, or handicap. The contractor will take affirmative action
to ensure that all applicants or employees are treated fairly and equitably. Such action
shall include but not be limited to the following: hiring, up-grading, demotion or transfer,
recruitment, advertising, lay-offs or termination, rates of pay or other forms of compensation
and selection for training including apprenticeship programs.
The contractor shall agree to post in conspicuous places available to employees and
applicants, notices to be provided setting forth the provisions of the Non-Discrimination Clause.
The contractor will, in all solicitations or advertisements for employees placed by or on behalf
of the contractor, state that all qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, or national origin.
The contractor will send to each labor union or representative of workers with which
it/he/she has a bargaining agreement or other contract or understanding, a notice to be
provided, advising the labor union or worker's representatives of the contractor's
commitment under this section, and shall post copies of the notices in conspicuous places
available to applicants and employees.
The contractor will comply with all provisions of Executive Order 11246 (as amended by
11375) and of the rules, regulations and relevant orders of the Department of Labor.
Subpart B -- Contractors' Agreements
Sec. 202. Except in contracts exempted in accordance with Section 204 of this Order, all Government
contracting agencies shall include in every Government contract hereinafter entered into the following
provisions:
"During the performance of this contract, the contractor agrees as follows:"
"(1) The contractor will not discriminate against any employee or applicant for employment
because of race, color, religion, sex, or national origin. The contractor will take affirmative
action to ensure that applicants are employed, and that employees are treated equally
during employment, without regard to their race, color, religion, sex or national origin. Such
action will include, but not be limited to the following: employment, upgrading, demotion, or
transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other
forms of compensation; and selection for training, including apprenticeship. The contractor
agrees to post in conspicuous places, available to employees and applicants for
employment, notices to be provided by the contracting officer setting forth the provisions of this
nondiscrimination clause."
"(2) The contractor will, in all solicitations or advertisements for employees placed by or on
behalf of the contractor, state that all qualified applicants will receive consideration for
employment without regard to race, color, religion, sex or national origin."
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"(3) The contractor will send to each labor union or representative of workers with which
i t /he/she has a collective bargaining agreement or other contract of understanding, a notice,
to be provided by the agency contracting officer, advising the labor union or workers'
representative of the contractor's commitments under Section 202 of Executive Order No.
11246 of September 24, 1965, and shall post copies of the notice in conspicuous places
available to employees and applicants for employment."
"(4) The contractor will comply with all provisions of Executive Order No. 11246 of September
24, 1965, and of the rules and regulations, and relevant orders of the Secretary of Labor."
"(5) The contractor will furnish all information and reports required by Executive Order No.
11246 of September 24, 1965, and by the rules, regulations, and orders of the Secretary
of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by
the contracting agency and the Secretary of Labor for purposes of investigation to ascertain
compliance with such rules, regulations, and orders."
"(6) In the event of the contractor's noncompliance with the nondiscrimination clauses of
this contract or with any of such rules, regulations, or orders, in this contract may be
cancelled, terminated or suspended in whole or in part and the contractor may be declared
ineligible for further Government contracts in accordance with procedures authorized in
Executive Order No. 11246 of September 24, 1965, and such other sanctions may be
imposed and remedies invoked* as provided in Executive Order No 11246 of September
24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided
by law."
"(7) The contractor will include the portion of the sentence immediately preceding paragraph
(1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase
order unless exempted by rules, regulations, or orders of the Secretary of Labor issued
pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such
provisions will be binding upon each subcontractor or vendor. The contractor will take such
action with respect to any subcontract or purchase order as the administering agency may
direct as a means of enforcing such provisions including sanctions for noncompliance:
Provided, however, that in the event a contractor becomes involved in, or is threatened
with, litigation with a subcontractor or vendor as a result of such direction by the
administering agency the contractor may request the United States to enter into such litigation
to protect the interests of the United States."
The applicant further agrees that it will be bound by the above equal opportunity clause with
respect to its own employment practices when it participates in federally assisted
construction work: Provided, that if the applicant so participating is a State or local
government, the above equal opportunity clause is not applicable to any agency,
instrumentality or subdivision of such government which does not participate in work on or
under the contract.
The applicant agrees that it will assist and cooperate actively with the administering
agency and the Secretary of Labor in obtaining the compliance of contractors and
subcontractors with the equal opportunity clause and the rules, regulations, and relevant
orders of the Secretary of Labor, that it will furnish the administering agency and the
Secretary of Labor such information as they may require for the supervision of such
compliance, and that it will otherwise assist the administering agency in the discharge of the
agency's primary responsibility for securing compliance.
The applicant further agrees that it will refrain from entering into any contract or contract
modification subject to Executive Order 11246 of September 24, 1965, with a contractor
debarred from, or who has not demonstrated eligibility for, Government contracts and
federally assisted construction contracts pursuant to the Executive Order and will carry out
such sanctions and penalties for violation of the equal opportunity clause as may be
imposed upon contractors and subcontractors by the administering agency or the Secretary
of Labor pursuant to Part II, Subpart D of the Executive Order. In addition, the applicant
agrees that if it fails or refuses to comply with these undertakings, the administering agency
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may take any or all of the following actions: Cancel, terminate, or suspend in whole or in
part this grant (contract, loan, insurance, guarantee); refrain from extending any further
assistance to the applicant under the program with respect to which the failure or refund
occurred until satisfactory assurance of future compliance has been received from such
applicant; and refer the case to the Department of Justice for appropriate legal proceedings.
* Corrected to read "invoked". In the original text the word "involved" was printed in error.
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MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN
The City of South Bend, Indiana has shown its commitment to addressing Minority and Women’s Business
Enterprise (“MWBE”) participation in public contracting through the adoption of the City of South Bend Ordinance
No. 10761-21. Persons, partnerships, corporations, associations, or joint ventures awarded a contract by the City
of South Bend through its agencies, boards, or commissions shall not discriminate against any employee or
applicant for employment in the performance of a City contract with respect to hire, tenure, terms, conditions, or
privileges of employment, or any matter directly or indirectly related to employment because of race, sex, religion,
color, national origin, ancestry, age or disability that does not affect that person’s ability to perform work.
Minority and Women’s Business Enterprises are described in the Ordinance. A list of MBEs and WBEs (both
certified and non-certified) can be found on the Indiana Department of Administration website:
http://www.in.gov/idoa/. Documentation shall be provided with the bid that states the MBEs and WBEs that will be
contracted, the dollar amount of the work that will be performed by the MBEs and WBEs on the project and the
percentage of the dollar amount as it relates to the total bid amount by using Form MBE-1.0, MBE Utilization Plan,
and Form WBE-1.0, WBE Utilization Plan.
The City, its agencies, boards, or commissions requires the Contractor’s good faith efforts to obtain participation by
those Contractors classified as MBEs and WBEs.
Failure to either meet the MBE and WBE goals or to provide evidence of good faith efforts for the bid will
be grounds for rejecting a bid as non-responsive.
Bidders shall demonstrate good faith efforts to have active participation from MWBEs on this Project and supply
written documentation evidencing such efforts by using Forms MBE-2.0, Evidence of Good Faith Efforts and WBE-
2.0, Evidence of Good Faith Efforts and Forms MBE-2.1, MBE Contacted and WBE-2.1, WBE Contacted. Such
documentation shall include, but is not limited to, the following items:
a. A listing of all M/WBEs contacted including: (1) the name and address of the M/WBE; (2) the date of
contact; (3) the type of contact (i.e., phone call, written solicitation, etc.); (4) the nature or type services or
goods requested; and (5) the result of the contact.
b. Written evidence of outreach and copies of email exchanges inviting and receiving bids, quotes or other
responses from M/WBEs or other documentation of efforts to encourage and secure competitive responses
from M/WBE and local businesses to be included in the benefits of building this Project.
c. Written documentation of letters of introduction, invitations to forging majority/minority strategic alliances
for capacity building, including but not limited to, mentoring, extensions of assistance on payroll, insurance,
bonding, line of credit, technical skills or business skills.
d. From time to time, projects will undergo a scope change prior to completion. This scope change will
inevitably impact the Contractor’s usage of MWBE’s and the originally submitted Utilization Plan. It is the
request of the City that when a project scope change occurs, the applicable Contractor shall utilize its best
efforts to contract with M and W Subcontractors in a proportional manner as required by the scope change.
All bidders are actively encouraged to reach out to the M/WBEs in St. Joseph County, Indiana, other Indiana
counties, and Berrien County, Michigan to utilize a good faith effort to forge constructive and lasting business
partnerships.
Notwithstanding the foregoing, the award and performance of all City contracts shall comply with applicable federal,
state, and local laws.
The City reserves the right to request verification of goal implementation throughout the course of the project.
If a goal exists, the winning respondent is contractually obligated to utilize the M/WBE’s firms in a manner consistent with
what was represented in its quote submission to the City. Deviations to the utilization plan must be requested in writing
and approved by the City. The City reserves the right to initiate a change order in the amount equal to the difference in
any subcontractor utilization if the utilization plan change is not approved.
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CITY OF SOUTH BEND’S GUIDELINES FOR GOOD FAITH EFFORTS
BY CONTRACTORS IN MEETING MWBE CONTRACT GOALS
Under the City of South Bend’s Minority and Women’s Business Enterprise (MWBE) Inclusion Program Plan (COSB
Inclusion Plan), the City of South Bend (the City) is authorized to set “contract specific” goals to increase MWBE
participation in City contracts and procurements.
MWBE participation goals are set based on availability of MWBE contractors within the City’s geographic market
area identified in the City’s Disparity Study.
For contractors bidding on a construction, services, supplies or equipment contract where goals have been set for
all or parts of the project, below is information relevant to “good faith efforts” to meet the contract goal.
When the City sets a contract goal, that means MWBE’s are in fact available to perform work on the contract.
Project bidders must try diligently to meet the goal. Failure to make a good faith effort may result in
rejection of your bid as non-responsive to the contract.
______________________________________________________________________________
Good faith efforts means actions undertaken by a contractor to achieve a contract goal which, by their scope,
intensity, and appropriateness to the objective, can be reasonably expected to fulfill the Program’s goals (City’s
Inclusion Plan, Section 4.B., No. 21).
___________________________________________________________________
A good faith effort is fully reviewable by the City. Where a contract goal is not met, contractors must provide
as much information as possible to help the City assess the contractor’s good faith efforts to achieve the
goal. Inadequate proof of good faith efforts may result in a finding that the contractor was non-responsive,
causing its bid to be rejected even if it is the lowest.
Good faith efforts require active, aggressive efforts by the prime contractor to obtain the contract MWBE
participation goal. Mere pro forma efforts are not good faith efforts. To satisfy the good faith efforts test:
• A prime contractor may not reject a MWBE’s bid solely because it is not the lowest bid received from
subcontractors. If the MWBE’s costs are reasonable and not excessive, the MWBE’s quote or bid
presumptively should be accepted on a contract requiring goals even if the MWBE’s bid is not the
lowest one received. However, if an MWBE’s bid or quote is unreasonable or excessive, the prime
contractor may reject the bid on that basis. The contractor has the burden of demonstrating the
excessiveness or unreasonableness of the MWBE’s bid or quote. Because the City must determine
whether a MWBE quote was unreasonable or excessive, Contractors must provide the City with
copies of each MWBE and non MWBE quote submitted to the bidder when a non-MWBE was
selected over an MWBE.
• A contractor may not reject a MWBE as being unqualified without sound reasons based on a thorough
investigation of the MWBE’s capabilities. If a prime contractor rejects a MWBE as unqualified, the
Contractor must provide the City with good reasons for this. The MWBE’s industry standing or
membership in a specific group, organization, political or social affiliation (example: union v. non-union)
is not a basis to reject the MWBE for lack of qualification.
• The ability or desire of a prime contractor to perform the work of the contract with its own organization
team does not relieve the prime contractor of the need to make good faith efforts to use MWBE sub
contractors to meet the contract goal.
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EXAMPLE: Total Project Estimate is $500,000. An MWBE goal of 10% is set for a specific part of the project, i.e.,
$50,000. Only one MWBE submits a quote to the prime contractor, and it is $50,000. A non MWBE submits a
quote of $45,000. Rejecting the MWBE bid may not meet the requirement of making a good faith effort to meet the
contract goal because: 1) the MWBE quote is within the goal percentage and dollar amount set for MWBE
participation on the project; 2) selection of the MWBE quote guarantees that the contractor meets the set goal and
that its bid will be deemed responsive; and 3) the difference between the MWBE and non MWBE quotes is not
significant in terms of the overall contract amount (i.e., 1% of total contract).
If the MWBE’s quote is $53,000 and the non-MWBE bid is $50,000, it may yet not be demonstrative of a good faith
effort to reject the MWBE solely because the MWBE’s quote is not the lowest. The excess is not greatly significant
to the total contract cost, and it could reasonably be expected to be made up elsewhere in the contract while
guaranteeing full goal compliance.
The above examples are illustrative only. The City will make a fair and reasonable judgment as to good faith efforts
based on all information and documentation provided by bidders and taking into account the Quality, Quantity, and
Intensity of the efforts made by a contractor to meet the contract goal.
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GOOD FAITH EFFORTS MATERIALS TO BE INCLUDED WITH BID
If a contractor’s bid does not meet the goal set for the contract, the contractor must submit evidence of good
faith efforts with its bid so the City can determine whether the contractor is a responsive bidder. If the contractor’s
bid meets the MWBE goal, evidence of good faith effort is not required, but it would be prudent to include some
evidence in case an error was made.The information required of a contractor who has not achieved the contract
goal to show good faith efforts can be found in the South Bend Inclusion Program Plan at Section 8.B.3.d. as follows:
(b) Where the bidder cannot achieve the contract goal, the bidder must provide proof of having made
good faith efforts to meet the goal. In making this determination of whether to issue a goal waiver, the City will
consider, at a minimum, the bidder’s efforts to:
(1) Solicit through all reasonable and available means (e.g., attendance at pre-bid meetings,
advertising and written notices) the interest of all MWBEs in the scopes of work of the contract.
The contractor shall provide interested MWBEs with timely, adequate information about the plans,
specifications, and requirements of the contract to allow such firms to respond to the solicitation.
The bidder must follow up initial solicitations with interested MWBEs.
(2) Select portions of the work to be performed by MWBEs in order to increase the likelihood that
the contract goal will be achieved. This includes, where appropriate, breaking out contract work
items into economically feasible units to facilitate participation, even when the bidder would
otherwise prefer to perform these work items with its own forces. It is the bidder’s responsibility to
make a portion of the work available to MWBEs and to select those portions of the work or
material needs consistent with the availability of such firms to facilitate their participation.
(3) Negotiate in good faith with interested MWBEs. Evidence of such negotiation includes the
names, addresses, and telephone numbers of firms that were contacted; a description of the
information provided regarding the plans and specifications for the work selected for
subcontracting; and why agreements could not be reached. The bidder may not reject MWBEs as
being unqualified without sound reasons based on a thorough investigation of their capabilities.
That there may be some additional costs involved in finding and using MWBEs is not in itself
sufficient reason for a bidder’s failure to meet the contract goal, as long as such costs are
reasonable. The ability or desire of a bidder to perform the work of a Contract with its own
organization does not relieve it of the responsibility to make good faith efforts on all scopes of
work within which subcontracting opportunities are available.
(4) Make efforts to assist interested MWBEs in obtaining bonding, lines of credit, or insurance as
required by the City or the bidder, where appropriate.
(5) Make efforts to assist interested MWBEs in obtaining necessary equipment, supplies,
materials, or related assistance or services, where appropriate.
Materials that should be submitted to support a contractor’s good faith efforts include:
• Copies of advertisements, notices, or solicitations from contractor to MWBE’s-- to include date and
time of issuance;
• A list of all locations where advertisements or notices to MWBE’s were placed or solicitations sent;
• Copies of communication between contractor and MWBE’s in response to contractor’s
advertisements, notices, or solicitations;
• Proof of contractor’s break-out of contract items into units feasible for performance by WMBE’s;
• Proof of communications between the contractor and MWBE regarding negotiations for
agreements, and why agreement could not be reached, as stated more specifically in above
Subsection (b) (3);
• Proof of bids or quotes from MWBE’s and those from non MWBE’s when non MWBE’s bid or quote
is used;
• Proof of efforts made by contractor to assist MWBE to participate in contract, where appropriate;
and
• Any other information tending to show that Contractor made active, aggressive efforts to meet the
MWBE participation goal but despite good faith efforts was unable to do so.
Version 1/3/2025 Page - 9 Contractor’s Quote Form
CITY OF SOUTH BEND, INDIANA
CONTRACTOR’S BID FOR PUBLIC WORK
MWBE CHECKLIST
Project Name Studebaker National Museum
HVAC and Controls Upgrade Project
Project No. 125-079
Quotes Due June 23, 2026 by 9:00 am via email to bpwbids@southbendin.gov
Contractor Name:
The City seeks to promote equal opportunity for minority and women-owned businesses, including small local
businesses, and to encourage utilization of such businesses in City contracting and procurement.
THIS FORM MUST BE SUBMITTED WITH YOUR BID IF THE BID IS AT OR ABOVE $150,000.
**THIS FORM ONLY APPLIES TO BIDS GREATER THAN $150,000. **
It is the sole responsibility of the potential bidder to comply with all submission requirements applicable to the bidder
in Section 14.5 of the City of South Bend, Indiana Code of Ordinances and the Minority and Women Business
Program Plan.
INSTRUCTIONS:
If you intend to comply with the stipulated MBE and WBE participation goals, complete Section I only.
If you are unwilling to affirm in writing your intent to comply with the stipulated MBE and WBE participation
goals, complete Section II and complete forms MBE-2.0, WBE-2.0, MBE-2.1, and WBE-2.1.
I. MWBE CHECKLIST FOR INTENT TO MEET STIPULATED MBE AND WBE PARTICIPATION
a) ___ By checking this box, I hereby acknowledge that the City reserves the right to
request supplemental information, additional verification of any information
provided by me.
b) ___ By checking this box, I hereby acknowledge that I will meet or exceed the stipulated
MBE and WBE participation goals of this contract.
c) ___ By checking this box, I agree to comply with all tracking and reporting, including
online tracking software for MWBE participation.
d) ___ By checking this box, I understand that a failure to meet the contractual obligations
for MWBE participation shall be a breach of contract. I understand that the City
shall impose a penalty against the Contractor in the amount of the difference
between the stipulated MBE and WBE goals and the actual amount paid to MBE
and WBE subcontractors.
Version 1/3/2025 Page - 10 Contractor’s Quote Form
II. MWBE CHECKLIST FOR GOOD FAITH EFFORTS GOAL WAIVER
a) ___ By checking this box, I hereby acknowledge that the City reserves the right to request
supplemental information or additional verification of any information provided by me.
b) ___ By checking this box, I affirm I have made good faith efforts to seek opportunities to meet
the stipulated MBE and WBE participation goals. I affirm I have made reasonable efforts (e.g.,
attendance at pre-bid meetings, advertising, and written notices) to solicit MWBEs in the scopes of work
of the contract.
i. ___ I have completed the Evidence of Good Faith Efforts Forms [MBE-2.0 and WBE-2.0] and
MWBE Contacted Forms [MBE-2.1 and WBE-2.1] and submit these forms as part of my
bid.
ii. ___ I affirm that if awarded the bid, I will exhibit post-award good faith efforts, examples
of which include emailing and calling MWBEs to solicit quotes, advertising
subcontracting work in newspapers and online, and meeting with the Office of
Diversity Inclusion to identify opportunities for MWBE utilization throughout the
course of the project.
c) ___ By checking this box, I hereby acknowledge that the determination of whether a bidder has
made good faith efforts and should be granted a goal waiver will be made by the MWBE Program
Administrator, in consultation with the City's Legal Department and Department of Public Works.
d) ___ By checking this box, I agree to comply with all tracking and reporting, including online tracking
software for MWBE participation, even if a goal waiver is granted.
Date: ___________________________________________
________________________________________________
(Sign Here)
________________________________________________
(Print Name Here)
________________________________________________
(Name of Company)
________________________________________________
(Address of Company)
________________________________________________
(City)
________________________________________________
(State)
________________________________________________
(Telephone Number)
06/23/2026
Mick Rauch
Ideal Consolidated, Inc.
1125 South Walnut Street
South Bend
IN
574-282-1228
Version 1/3/2025 Page - 11 Contractor’s Quote Form
CITY OF SOUTH BEND, INDIANA
CONTRACTOR’S BID FOR PUBLIC WORK
RESPONSIBLE BIDDER CHECKLIST
Project Name Studebaker National Museum
HVAC and Controls Upgrade Project
Project No. 125-079
Quotes Due June 23, 2026 by 9:00 am via email to bpwbids@southbendin.gov
Contractor Name:
The City seeks to enhance its ability to identify responsive and responsible bidders on all City public works projects
by institution of comprehensive submission requirements in compliance with State law. Quality workmanship,
efficient operation, safety, and timely completion of projects requires that all bidders meet certain minimum
requirements to be responsive and responsible bidders.
THIS FORM MUST BE SUBMITTED WITH YOUR BID.
**THIS FORM ONLY APPLIES TO BIDS GREATER THAN $250,000. **
INSTRUCTIONS:
If you are a pre-qualified bidder, complete Section I only.
If you are not a pre-qualified bidder, complete Section II only.
Section II acts as an application for pre-qualification. Submission of Section II will allow the bidder to be considered
for pre-qualification for bids with the City of South Bend Department of Public Works. Pre-qualified bidders will then
be exempt from a portion of the submission requirements outlined in Section 6-71 of The Responsible Bidding
Ordinance No. 10975-23 (hereinafter, “Responsible Bidding Ordinance”) for a period of twelve (12) months.
Thereafter, contractors who are pre-qualified must submit a complete application for continuation of “pre-qualified”
standing, on a form provided by the City (“Responsible Bidder Checklist (1) Pre-Qualified Bidders”) within twelve
(12) months of obtaining pre-qualified standing. If the status of any item changes within the twelve (12) months, it
is the responsibility of the contractor to notify the City. Failure by any pre-qualified contractor to submit its complete
application for continuation of “pre-qualified” standing within the time prescribed above shall result in automatic
removal of the designation, effective immediately following the twelve (12) months of pre-qualified standing.
However, the “removed” contractor or subcontractor shall still be permitted to bid on City public works projects,
though the contractor must submit all required documents under 6-71 until “pre-qualified” status is re-established.
Please Note: The City reserves the right to request supplemental information from the bidder, additional
verification of any information provided by the bidder, and may also conduct random inquiries of the
bidder’s current and previous customers regardless of pre-qualified standing.
It is the sole responsibility of the potential bidder to comply with all submission requirements applicable to the bidder
in Section 6-71 of the Responsible Bidding Ordinance no later than the date of the public bid opening.
Version 1/3/2025 Page - 12 Contractor’s Quote Form
POST BID SUBMISSIONS:
Post-bid submissions must be submitted in accordance with Section 6-72 of the Responsible Bidding Ordinance.
The post-bid submission requirements are as follows:
1. All bidders shall collect, maintain, and provide upon request, a current written list that discloses the name,
address, licensing status, and type of work for any subcontractor from whom the bidder has accepted a bid
and/or intends to hire on any part of the public work project, including individuals performing work as
independent contractors.
2. Each subcontractor, whose portion of the project is estimated to be at least two-hundred fifty thousand
dollars ($250,000.00), shall be required to adhere to the requirements of Section I of the Responsible Bidder
Ordinance as though it were bidding directly to the City, except that the subcontractor shall submit the
required information (including the name, address, and type of work) to the successful bidder prior to the
commencement of work.
3. Failure of a subcontractor to submit the required information shall not disqualify the successful bidder from
performing work on the project and shall not constitute a contractual default and/or breach by the successful
bidder. However, the City may withhold all payment otherwise due for work performed by a subcontractor,
until the subcontractor submits the required information and the City approves such information.
4. The disclosure of a subcontractor list (“Disclosed Subcontractor(s)”) to the City by a bidder shall not create
any rights in the Disclosed Subcontractor(s). Thus, a bidder may substitute another subcontractor for a
Disclosed Subcontractor by giving the City, upon request, written notice of the name, address, licensing
status, and type of work of the substitute subcontractor.
5. The successful bidder for projects greater than $250,000 and all subcontractors performing work greater
than $250,000 on a public works project are required to submit certified payroll utilizing the federal form
known as WH-347 or a similar form on a bi-weekly basis, submitted within 10 days after the end of each bi-
weekly payroll period. Certified payrolls shall identify the job title and craft for each employee. Certified
payrolls shall be submitted electronically.
Please Note: Submissions deemed inadequate, incomplete, or untimely by the City may result in the
automatic disqualification of the bid.
The City, after review of complete and timely submissions, shall, in its sole discretion, after taking into account all
information in the submission requirements, determine whether a bidder is responsive and responsible, and provide
a Pre-Qualification Verification Letter. The City specifically reserves the right to utilize all information provided in the
contractor’s submission and any information obtained by the City through its own independent verification of the
information provided by the contractor.
Version 1/3/2025 Page - 13 Contractor’s Quote Form
I. PRE-QUALIFIED BIDDER CHECKLIST
(a) Acknowledgements:
(i) ___ By checking this box, I hereby acknowledge that I am a pre-qualified bidder with the City
of South Bend and that I have met the pre-qualification requirements within the last twelve
(12) months. A copy of my Pre-Qualification verification letter is attached.
(ii) ___ By checking this box, I hereby acknowledge that the City reserves the right to request
supplemental information, additional verification of any information provided by me, and
may also conduct random inquiries of my current and prior customers.
(iii) ___ 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.
(iv) ___ 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) ___ Statement on staffing capabilities, including labor sources. This statement indicates and
ensures I have sufficient employees on staff to complete the work. It outlines how I intend
to meet the staffing needs of the work.
(iii) ___ List of projects of similar size and scope of work performed in all areas, including
the State of Indiana, within the last three (3) years.
(iv) ___ 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 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.
Version 1/3/2025 Page - 14 Contractor’s Quote Form
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 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.
Version 1/3/2025 Page - 15 Contractor’s Quote Form
(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)
Ideal Consolidated, Inc.
Mick Rauch
Ideal Consolidated, Inc.
1125 South Walnut Street
South Bend
IN
574-282-1228
March 25, 2026
City of South Bend, Indiana
Board of Public Works
731 S Lafayette Boulevard
South Bend, IN 46601
ALL FORMER BUSINESS NAMES
N/A – Ideal Consolidated, Inc. has not been incorporated under any other names.
June 29, 2026
City of South Bend, Indiana
215 South Martin Luther King Jr. Blvd.
South Bend, IN 46619
March 25, 2026
City of South Bend, Indiana
Board of Public Works
731 S Lafayette Boulevard
South Bend, IN 46601
VIOLATIONS OF FEDERAL LAW
WITHIN THE PAST (5) YEARS
N/A – Ideal Consolidated has no 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.
June 29, 2026
City of South Bend, Indiana
215 South Martin Luther King Jr. Blvd.
South Bend, IN 46619
March 25, 2026
City of South Bend, Indiana
Board of Public Works
731 S Lafayette Boulevard
South Bend, IN 46601
STATEMENT OF
STAFFING CAPABILITIES
Ideal Consolidated, Inc., is signatory with UA Local 172 Plumbers & Pipefitters. Ideal
Consolidated has sufficient employees on staff to complete work for the City of South Bend.
June 29, 2026
City of South Bend, Indiana
215 South Martin Luther King Jr. Blvd.
South Bend, IN 46619
March 25, 2026
City of South Bend, Indiana
Board of Public Works
731 S Lafayette Boulevard
South Bend, IN 46601
STATEMENT THAT INDIVIDUALS WHO
PERFORM WORK ARE PROPERLY CLASSIFIED
Ideal Consolidated, Inc. hereby certifies that individuals who will perform work on the public
work project on our behalf will be properly classified as an employee or as an independent
contractor under all applicable state and federal laws and local ordinances.
June 29, 2026
City of South Bend, Indiana
215 South Martin Luther King Jr. Blvd.
South Bend, IN 46619
IDEAL CONSOLIDATED
POLICY #: SA0020
POLICY: SUBSTANCE ABUSE POLICY
Purpose
The purpose of this policy is to comply with the Department of Transportation Regulations (DOT) 49 CFR Part 40, Procedures for
Transportation Workplace Drug Testing Programs; 49 CFR Part 382, Controlled Substances and Alcohol use and Testing-Federal
Motor Carrier Safety Administration; and 49 CFR Part 29, Drug-Free Workplace Act of 1988. This policy incorporates these
regulations for all employees of Ideal Consolidated, including safety-sensitive employees, and establishes these requirements for
drug and alcohol testing along with their specific cut-off levels for all employees.
This policy applies to all employees including those who are required to have a Commercial Driver’s License (CDL), or are
considered by DOT to be in a safety-sensitive position, full or part-time, contract employees, and contractors when they are on Ideal
Consolidated property or when performing safety sensitive functions for Ideal Consolidated.
Performing work for Ideal Consolidated, including a safety-sensitive function, means from the time an employee is ready to work,
begins work, and until the employee is relieved from all responsibility for performing work. A safety-sensitive function may include,
however is not limited to, the following items:
All time on Ideal Consolidated property, or Customer’s property or facility, or other property, or on any public
property, unless the driver has been relieved from duty by Ideal Consolidated.
All time spent at the driving controls of a CMV.
All time, other than driving time, in or upon any CMV.
All time loading or unloading, attending a CMV being loaded or unloaded, remaining in readiness to operate the CMV or
in giving or receiving receipts for shipments loaded or unloaded.
All time repairing, obtaining assistance or remaining in the attendance of a disabled CMV.
Legal Prescription Drugs
The appropriate use of legally prescribed drugs and non-prescription medications is not prohibited by Ideal Consolidated. However,
the use of any substance which carries a warning label that indicates that motor skills, mental functioning or judgment may be affected
must be reported to supervisory personnel immediately by the employee. The use of any prescription drug containing morphine,
codeine, meperidine or any opioid or narcotic pain reliever must be reported to supervisory personnel immediately by the
employee.
For a drug to be legally prescribed the employee must have a prescription or other written approval in his/her name from a licensed
physician for the use of the drug in the course of medical treatment. The prescription or written document must also contain the name
of the substance, the quantity/amount to be taken, and the period of authorized use. Any abuse or misuse of legal drugs while
performing work is prohibited by Ideal Consolidated.
Prohibited Substances
Any substance or illegal drug identified in the Controlled Substance Act (21U.S.C. 812) is prohibited at all times. This includes, but is
not limited to marijuana, amphetamines, opiates, phencyclidine (PCP), and cocaine, as well as any drug not approved for medical use
by the U.S. Drug Enforcement Administration or the U.S. Food and Drug Administration. Illegal use includes, but is not limited to,
using any illegal drug, misuse of legally prescribed drugs, or the use of illegally obtained prescription drugs.
Prohibited Conduct
Engaging in unlawful manufacturing, distribution, dispensing, possession, or use of prohibited substances is prohibited by any
employee of Ideal Consolidated. Employees who violate this provision will be subject to disciplinary action up to and including
termination of employment in accordance with any applicable contractual or statutory disciplinary rights. An employee subject to
discipline for prohibited conduct shall have the same rights of hearing the appeal as is described for any other violation of Ideal
Consolidated.
All employees of Ideal Consolidated are required to notify their supervisor within five (5) days of any criminal drug stature
conviction. Failure to comply with this provision shall result in applicable contractual or statutory disciplinary rights or those
contained in Ideal Consolidated policies and procedures.
Compliance with Testing Requirements
All employees will be subject to urine drug testing and breath alcohol testing. A refusal to test is considered a positive test result and
will lead to immediate removal from duty, and referral to a Substance Abuse Professional (SAP) and the employee is subject to
disciplinary action up to and including termination of employment in accordance with any applicable contractual or statutory
disciplinary rights. An employee subject to discipline for refusal to test shall have the same rights of hearing of the appeal as is
described for any other violation of Ideal Consolidated policies. The following circumstances would warrant further policy
implementation:
Failure to appear or remain at the test site
Failure to provide urine specimen when required
Failure to permit direct observation or monitored collection
Declines to take a second test when directed
Failure to provide sufficient urine or breath without a valid medical explanation
Failure to undergo a medical evaluation
Failure to cooperate with the testing process
Attempt to dilute, substitute, or tamper with a specimen
Failure to sign the Custody Control Form or Breath Alcohol Form
Failure to submit to recollection of a second sample following a dilute negative result
Testing Procedures
Federal regulations require analytical urine drug testing and breath alcohol testing to be conducted when circumstances warrant or as
outlined in the regulations. Ideal Consolidated applies these same requirements to non-DOT employees and affirms the need to
protect individual dignity, privacy, and confidentiality throughout the testing process.
Dilute negatives will be required to submit to recollection within 24 hours of the Service Center Manager being notified. Upon receipt
of a second dilute negative test, that result is the test of record. A donor’s refusal to submit to a re-collection of a second sample
following a dilute negative result constitutes a refusal to test.
Drug Tests
The drugs that will be tested for include marijuana, cocaine, opiates, amphetamines, and PCP. Urine specimens will be conducted
using the split specimen sample method as described in 49 CFR Part 40. Each specimen will be accompanied by a Chain of Custody
and Control Form (CCF) and identified by using a unique identification number that attributes the specimen to the correct individual.
All test results from the laboratory will be reported to a Medical Review Officer (MRO). The MRO is a licensed physician with
detailed knowledge of substance abuse disorders and drug testing. The MRO must obtain the appropriate qualification training as
mandated in 49 CFR Part 40.
The MRO will review all test results to ensure the scientific validity of the test and to determine whether there is a legitimate medical
explanation for a confirmed positive test result. The MRO will contact the employee, notify him/her of the positive laboratory result,
and provide the employee with an opportunity to explain the confirmed test result. The MRO will subsequently review the
employee’s medical history/records to determine whether there is a legitimate medical explanation for the positive test result. If no
legitimate medical explanation is found, the test will be verified positive and reported to Ideal Consolidated’s Designated Employee
Representative (DER). If a legitimate medical explanation is found, the MRO will report the test result as negative.
Safeguards for Controlled Substance Testing
The Collector must complete mandated qualification training as defined in 49 CFR Part 40 to be able to perform collections.
The Collector will follow strict guidelines in obtaining the sample.
Direct Observation Collection is Mandatory in the Following Circumstances
DOT Return to Duty and follow-up testing.
The Laboratory reports an invalid test and the MRO reports there isn’t a medical reason for it.
The tests results are reported as positive adulterated or substituted cancelled with no split specimen sample available.
The Collector observed signs that indicate an attempt was made to tamper with the specimen.
Shy Bladder Procedure
If the employee cannot provide a specimen at the initial attempt, the employee will be urged to drink up to 40oz of water. The amount
of water is to be spaced out over a three hour period. The employee is not required to drink the water by 49 CFR Part 40 regulations.
If the employee does not provide a specimen, or refuses to provide a specimen, the test will be marked as a “Refusal to Test” and
considered a positive test result. The employee will be sent to a physician with expertise in the field, within five (5) days for an
evaluation as to why the individual was not able to provide a specimen. If there is a valid medical reason, the test result will be
changed to “Cancelled”.
Breath Alcohol Test
All tests for breath alcohol will be conducted using a National Highway Traffic Safety Administration (NHTSA) approved Evidential
Breath Testing (EBT) device. The device must be operated by a certified trained Breath Alcohol Technician (BAT). The certified
training must meet the qualifications as defined in 49 CFR Part 40.
An initial breath test will be given; if the results are less than a concentration of 0.02, the test result is negative. No additional tests
will be required. If the initial test result has a concentration of 0.02 or higher, a second confirmation test will be conducted. A waiting
period of at least 15 minutes, but no longer than 30 minutes, after completion of the initial test must be completed before the
confirmation test is started. If the results of the confirmation test are less than 0.02, the confirmation test will be considered negative.
If the result is between 0.02-0.039, the employee must be removed from the work position for at least 24 hours or until the employee’s
next scheduled on-duty time, whichever is longer. If the result is 0.04 or higher, the employee is considered under the influence of
alcohol and the test result is positive. The test will be performed in a private, confidential manner as required by 49 CFR Part 40.
Safeguards for Alcohol Testing
The BAT will request photo identification from the employee prior to administering the test. The employee will select an individually
sealed mouthpiece, and it will be opened by the BAT while in the presence of the employee for the initial test. The employee may ask
to see the last calibration. The employee will select an individually sealed mouthpiece and it will be opened by the BAT while in the
presence of the employee for the confirmation test.
Positive Test Results
Any employee of Ideal Consolidated that has a confirmed positive drug or alcohol test will be subject to disciplinary action up to and
including termination of employment in accordance with any applicable contractual or statutory disciplinary rights. An employee
subject to discipline for a positive test result shall have the same rights of hearing the appeal as is described for any other violation of
Ideal Consolidated policies. The employee will be informed of the educational and rehabilitation programs available. On the first
offense the employee will be offered a Substance Abuse Professional (SAP) evaluation; if the employee declines the evaluation, the
employee will be terminated. If the employee accepts the program, the employee will be enrolled into an Employee Assistance
Program (EAP) and must successfully complete the EAP before they will be able to work in a safety-sensitive position. Ideal
Consolidated will determine what EAP the employee will be enrolled into. Ideal Consolidated will pay for the first four (4) sessions.
Employees will have to pay out of pocket or file a claim through their Health Insurance provider for any remaining balance. The
employee will also be placed on a thirty (30) day suspension without pay. After the thirty day suspension, the employee may be
placed in a non-safety sensitive position and paid that job classifications hourly rate. Due to the nature of our business, a non-safety
sensitive position is not guaranteed. If a non-safety sensitive position is not available, employee will not be able to return to work
until they have satisfied the Substance Abuse Professional and completed the eight (8) week EAP program. This time frame may vary
depending on evaluation by Substance Abuse Professional. On the second offense, the employee will be terminated.
Compliance with the Treatment Program Requirements
Employees are encouraged to make use of the available resources for treatment of alcohol misuse and/or illegal drug use problems.
Under certain circumstances, employees may be required to undergo treatment for substance abuse or alcohol misuse. Any employee
of Ideal Consolidated who refuses or fails to comply with SAP’s requirements for treatment, after care or return-to-duty shall be
terminated. The cost of treatment will be paid by the employee or their insurance provider. Disciplinary action based on a violation of
Ideal Consolidated’s Substance Abuse Policy is not automatically suspended by an employee’s participation in a treatment program.
Discipline may still be imposed by Ideal Consolidated.
Types of Testing
Pre-employment Testing
Any individual who seeks employment with or transfers into a DOT safety sensitive position at Ideal Consolidated will be required to
take and pass a urine drug test. The receipt of a negative urine drug test is required. If the results of the urine drug test are other than
confirmed negative, the hiring process will be terminated. If the test was cancelled, Ideal Consolidated requires the applicant to take
and pass a second urine drug test. Individuals who refuse to take a pre-employment urine drug test shall have their hiring process
terminated.
Reasonable Cause/Suspicion Testing
Reasonable Cause/Suspicion referral testing will be made on the basis of documented objective facts and circumstances which are
consistent with the short-term effects of substance abuse.
At least one supervisor that has been trained in Reasonable Cause/Suspicion detection is needed to make a Reasonable
Cause/Suspicion referral for testing. The training must include ways to determine the signs and symptoms of drug and alcohol use.
The supervisor must conclude that the employee is impaired in his/her work performance. Documentation as to the physical
appearance, behavioral and performance indicators, speech and body odors of the employee must be completed prior to the test result
being received. Documentation shall be forwarded by the supervisor to an Officer of the Company to make the decision to test the
employee.
Examples of Reasonable Cause/Suspicion include, but are not limited to, the following:
Physical signs and symptoms consistent with prohibited substance use or alcohol misuse.
Evidence of the manufacture, distribution, dispensing, possession, or use of controlled substances, drugs, alcohol, or other
prohibited substances.
Physical contact (meaning fights), assaults, and flagrant disregard or violations of established safety, security, or other
operating procedures.
Loss of Ideal Consolidated property, equipment, money, or other assets.
Direct observation of drug and/or alcohol use by an employee while on duty by a supervisor requires a MANDATORY
test of the employee for drugs and/or alcohol.
Post Accident Testing for DOT Tests
All employees of Ideal Consolidated are required to undergo urine drug testing and breath alcohol testing as soon a possible if they
are involved in an employment related serious injury or in an accident with a vehicle owned or leased by Ideal Consolidated if, with
respect to the motor vehicle accident, one or all of the following conditions are met:
The accident resulted in a fatality.
The employee of Ideal Consolidated was issued a citation and a vehicle was towed from the scene of the accident.
The employee of Ideal Consolidated was issued a citation and bodily injury with immediate medical treatment away from
the scene of the accident was provided to anyone involved in the accident.
The surviving employee that operated the vehicle or any other employee whose performance cannot be completely discounted a
contributing to the accident must be tested. Following the accident, the employee(s) must be tested as soon as possible, but not to
exceed eight (8) hours for alcohol testing and twenty four (24) hours for urine drug testing. Any employee of Ideal Consolidated
involved in an accident must refrain from alcohol use for eight (8) hours following the accident or until he/she has completed an
alcohol test or has been released from duty. Any employee of Ideal Consolidated who voluntarily leaves the scene of an accident prior
to submission to drug and alcohol testing will be considered to have refused the test and the employee will be terminated.
An alcohol test should be administered within two (2) hours of the accident. If this has not been done, Ideal Consolidated will
document the reason the test was not completed within two (2) hours of the accident and will continue to attempt to obtain a test and
document their attempts within the eight (8) hour period. At the end of the eight (8) hours, Ideal Consolidated will cease the attempt to
administer the test and document why the test was not completed. The employee must remain readily available for testing until they
are released from the scene of the accident. If the employee is required to leave the scene under the authority of medical or police
personnel, they must notify Ideal Consolidated as to their whereabouts. If Ideal Consolidated is unable to perform a urine drug test
and a breath alcohol test, (i.e., employee is unconscious, employee is detained by a police agency), Ideal Consolidated may use drug
and alcohol post-accident test results administered by the State and/or Local law enforcement officials if they were completed.
Post Accident Testing for Non-DOT Circumstances
Ideal Consolidated requires an employee to sign a consent form and submit to drug and breath alcohol tests following a motor vehicle
accident or property damage accident involving injury to any individual involved in the accident requiring immediate medical
treatment away from the scene, damage to any motor vehicle or equipment involved in the accident, a fatality from the accident or
serious property damage even if the employee did not receive a citation. In addition, any preventable, documented, on-the job
accident that results in lost time, personal injury or property damage shall require the employee to be tested for drugs and alcohol.
Any non-preventable, documented, on-the job accident that results in lost time, personal injury or property damage may result in the
employee being tested for drugs and alcohol. The requirement for drug and alcohol tests, in cases of non-preventable accidents due to
unusual or extenuating facts and/or circumstances will be based upon determination by management that the test would be
appropriate. Testing may be required if it is determined that a third party caused another individual (bystander) to be injured. An
employee involved in an on-the-job injury and/or accident, as described above, is prohibited from taking vacation leave for three work
days (72 work hours) or until determination to drug and alcohol test is made.
Random Drug and Alcohol Testing
All employees of Ideal Consolidated will be subject to random unannounced testing. The selection of these employees for random
testing of drug and alcohol will be made using a scientifically valid method that ensures each covered employee will have an equal
chance of being selected each time selections are made. The random test will spread throughout the year. Tests can be conducted at
any time during an employee’s shift. Employees are required to proceed immediately to the collection site upon notification of their
random selection. There is no discretion on the part of management in the selection and notification of employees who are to be
tested. Departments will notify the employee of his/her selection for random testing within no more than three hours of the testing
time. Employees on vacation, sick leave, or urgent Ideal Consolidated business will be tested the first day they return to work.
The percentages of the number of DOT safety-sensitive employees in the random program are established by 49 CFR Part 40 on an
annual basis. Currently the rates are 50% for drug testing and 10% for alcohol testing. The percentages of the number of non-DOT
employees in the random program are established at 25% for drug testing and 5% for alcohol testing.
Return-to-Duty Testing
Employees of Ideal Consolidated, under certain circumstances, who previously tested positive on a drug and/or alcohol test must be
evaluated and released by a Substance Abuse Professional (SAP) before returning to work. A SAP is a licensed physician, certified
psychologist, social worker, employee assistance professional, or addiction counselor. The SAP must also have clinical experience in
the diagnosis and treatment of drug and alcohol related diseases. The SAP must have completed the continuing education trainings as
detailed in 49 CFR Part 40. Before scheduling the return-to-duty test, the SAP must assess the employee and determine if the required
treatment has been completed.
Follow-Up Testing
Under certain circumstances, employees of Ideal Consolidated will be required to undergo frequent unannounced random urine and/or
breath testing following their return-to-duty test. Follow-up testing on an employee will be performed for a period of one (1) to five
(5)years with a minimum number of six tests performed the first year. The employee will remain in the random testing program. A
qualified SAP will determine the frequency and duration of the follow-up tests, beyond the minimum number.
Confidential Result Record Keeping
The results of all drug and alcohol testing will be maintained in a secure confidential manner by the employer, laboratory, collection
site, MRO, SAP, and the Consortium/Third Party Administrator (C/TPA). Information can only be released in the following
circumstances and with the employee being notified in writing of the release.
To a third party only as directed by specific written instructions of the employee.
To the decision-maker in a lawsuit, grievance, or other proceeding initiated by or on behalf of the employer tested.
To a subsequent DOT employer upon receipt of a written request from the employee as required by 49 CFR Part 40 of the
DOT regulations.
To the National Transportation Safety Board during an accident investigation.
To the DOT or any DOT agency with regulatory authority over the employer or any of its employees, or to a State agency
with oversight.
To the employee upon written request.
Employee/Supervisor Training
All employees of Ideal Consolidated must be made aware of the Ideal Consolidated Substance Abuse Policy, given educational material
covering substance abuse, expected employee conduct and consequences for not following the policy. Supervisors of Ideal
Consolidated will undergo a minimum of 60 minutes of training on the signs and symptoms of drug use including the effects and
consequences of drug use on personal health, safety, and the work environment. The training must include manifestations and
behavioral cues that may indicate prohibited drug use. In addition, supervisors will also receive a minimum of 60 minutes of training on
the signs and symptoms of alcohol misuse including the effects and consequences on personal health, safety, and work environment.
Employee Contract for Policy Violations
Under certain circumstances, employees of Ideal Consolidated who re-enter the workforce must agree to a re-entry contract (Last
Chance Agreement). The contract may include, but is not limited to the following items:
A release to return to work statement from the SAP
A negative test result for drugs and/or alcohol (return to duty)
An agreement to unannounced frequent follow-up testing for a period of one (1) to five (5) years with at least six (6) tests
performed the first year
An agreement to follow specified after care requirements with the understanding that a violation of the re-entry contract is
grounds for termination
NOTE: If an employee’s DOT or non-DOT BAT result is above 0.00 during the last chance agreement period; that result
will be considered positive and that employee will be terminated.
Everest Reinsurance Company, 461 5th Avenue – 4th Floor, New York, N.Y. 10017, Tel: (646) 828-5001
January 13, 2026
Re: Ideal Consolidated Inc. Surety Bond Program To Whom It May Concern: Everest Reinsurance Company provides surety credit to Ideal Consolidated Inc. for single projects of $30,000,000 and an aggregate uncompleted backlog of $100,000,000. Everest Reinsurance Company is a Treasury Listed Surety (Department Circular 570) and is rated "A+" (Excellent) with a financial size category of XV ($2 billion +) by AM Best and is licensed to do business in all fifty States. If Ideal Consolidated Inc. is awarded a contract and requests that we provide the necessary Performance and/or Payment Bonds, we will be prepared to execute the bonds subject to our acceptable review of the contract terms and conditions, bond forms, appropriate contract funding and any other underwriting considerations at the time of the request. Our consideration and issuance of bonds is a matter solely between Ideal Consolidated Inc. and ourselves, and we assume no liability to third parties or to you by the issuance of this letter. We trust that this information meets with your satisfaction. If there are further questions, please feel free to contact me. Sincerely, Everest Reinsurance Company Dana Granice, Attorney-In-Fact
ES 00 01 04 16
POWER OF ATTORNEY
EVEREST REINSURANCE COMPANY
KNOW ALL PERSONS BY THESE PRESENTS: That Everest Reinsurance Company, a corporation of the State of Delaware (“Company”) having its principal
office located at Warren Corporate Center, 100 Everest Way, Warren, New Jersey, 07059, do hereby nominate, constitute, and appoint:
Desiree Cardlin, Colette R. Chisholm, Camille Maitland, George O. Brewster, Nelly Renchiwich, Thomas Bean, Robert T.
Pearson, Susan Lupski, Dana Granice, Michelle Wannamaker, Katherine Acosta, Margaret A. Ginem, Karolynne Ramirez,
Louis J. Spina, Kimberly Nunez
its true and lawful Attorney(s)-in-fact to make, execute, attest, seal and deliver for and on its behalf, as surety, and as its act and deed, where required, any
and all bonds and undertakings in the nature thereof, for the penal sum of no one of which is in any event to exceed UNLIMITED, reserving for itself the full
power of substitution and revocation.
Such bonds and undertakings, when duly executed by the aforesaid Attorney(s)-in-fact shall be binding upon the Company as fully and to the same extent as
if such bonds and undertakings were signed by the President and Secretary of the Company and sealed with its corporate seal.
This Power of Attorney is granted and is signed by facsimile under and by the authority of the following Resolutions adopted by the Board of Directors of
Company (“Board”) on April 21, 2016:
RESOLVED, that the President, any Executive Vice President, and any Senior Vice President are hereby appointed by the Board as authorized to
make, execute, seal and deliver for and on behalf of the Company, any and all bonds, undertakings, contracts or obligations in surety or co-surety with others
and that the Secretary or any Assistant Secretary of the Company be and that each of them hereby is authorized to attest to the execution of any such bonds,
undertakings, contracts or obligations in surety or co-surety and attach thereto the corporate seal of the Company.
RESOLVED, FURTHER, that the President, any Executive Vice President, and any Senior Vice President are hereby authorized to execute powers
of attorney qualifying the attorney named in the given power of attorney to execute, on behalf of the Company, bonds and undertakings in surety or co-surety
with others, and that the Secretary or any Assistant Secretary of the Company be, and that each of them is hereby authorized to attest the execution of any
such power of attorney, and to attach thereto the corporate seal of the Company.
RESOLVED, FURTHER, that the signature of such officers named in the preceding resolutions and the corporate seal of the Company may be
affixed to such powers of attorney or to any certificate relating thereto by facsimile, and any such power of attorney or certificate bearing such facsimile
signatures or facsimile seal shall be thereafter valid and binding upon the Company with respect to any bond, undertaking, contract or obligation in surety or
co-surety with others to which it is attached.
IN WITNESS WHEREOF, Everest Reinsurance Company has caused their corporate seals to be affixed hereto, and these presents to be signed by their duly
authorized officers this 14th day of April 2025.
Everest Reinsurance Company
By: Anthony Romano, Senior Vice President
On this 14th day of April 2025, before me personally came Anthony Romano, known to me, who, being duly sworn, did execute the above instrument; that he
knows the seal of said Company; that the seal affixed to the aforesaid instrument is such corporate seal and was affixed thereto; and that he executed said
instrument by like order.
Linda Robins, Notary Public
I, Sylvia Semerdjian, Secretary of Everest Reinsurance Company do hereby certify that I have compared the foregoing copy of the Power of Attorney and
affidavit, and the copy of the Section of the bylaws and resolutions of said Corporation as set forth in said Power of Attorney,
with the ORIGINALS ON FILE IN THE HOME OFFICE OF SAID CORPORATION, and that the same are correct transcripts
thereof, and of the whole of the said originals, and that the said Power of Attorney has not been revoked and is now in full
force and effect.IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of said Company,
this _____ day of __________202__.
By: Sylvia Semerdjian, Secretary
LINDA ROBINS
Notary Public, State of New York
No 01R06239736
Qualified in Queens County Term Expires April 25, 2027
QG $SULO 13th January 6
June 29, 2026
City of South Bend, Indiana
Board of Public Works
731 S Lafayette Boulevard
South Bend, IN 46601
WRITTEN STATEMENT OF TAX LIENS
N/A – Ideal Consolidated, Inc. has no federal, state, or local tax liens or tax delinquencies owed
to any federal, state, or local taxing body in the preceding three years.
June 29, 2026
City of South Bend, Indiana
215 South Martin Luther King Jr. Blvd.
South Bend, IN 46619
June 29, 2026
City of South Bend, Indiana
Board of Public Works
731 S Lafayette Boulevard
South Bend, IN 46601
COMPLETED PROJECTS
Job Name Contract Amount Year Completed
River Valley School District 3,063,592 2025
IUSB Parkside 3,087,880 2025
Concord West Elementary Boilers 521,247 2025
WNDU Carrier Unit Replacement 233,083 2025
Marsh County Jail Phase II 239,884 2025
Covert School RR Upgrade 113,010 2025
1st Source new Niles Branch 169,191 2025
Pioneer Piping on E Line 95,432 2025
Zio GoshenStamp Mezzanine 54,655 2025
Zio Goshen Stamp-Main Ofc 164,053 2025
Bimbo-Rplc Existg Softnr 87,765 2025
Royal Adhesive Streamlines 112,385 2025
GL Muessel Grove Park RR 52,265 2025
PSI Buchanan Schools - Ottawa 227,932 2025
Michuda Murphys Ice Cream 69,710 2025
657 Eddy St Commons II 126,596 2025
Argos School Rooftop Replacement 674,869 2025
Alumni Hall 1,270,472 2025
UND HHW Jenkins Nanovic 140,727 2025
NCPL Controls Rplcment 110,290 2025
Carrier 220T Test Cell 181,240 2025
Michuda Irish Gold Campus 426,697 2025
UND McCourtney A2 and Alt 1 Morgan 1,460,394 2025
City of South Bend, Indiana
215 South Dr. Martin Luther King Jr. Blvd.
South Bend, IN 46601
Job Name Contract Amount Year Completed
Ramboll Mech Ofc Upfit Pk 1,468,182 2025
GMP UND Breen Phillips 1,000,254 2025
UND HHW Stinson Remick 172,146 2025
UND HHW Stayer Tunnel 141,824 2025
UND HHW Hesburgh Tunnel 243,825 2025
NDTL 3300 ScndrFlw Piping 84,169 2025
UND Cush Fitz 2nd Flr 57,569 2025
Unity Medical Pharmacy 457,181 2025
MNSL Sml Lqd Mix 4&5 229,398 2025
Mnsl 16 Mix Tank 195,629 2025
Zio UND Coleman Fire Rmdl 48,104 2025
Zio Eddy St Commons- 2nd Floor 130,457 2025
Die Flushing 17 18 SW Monosol 57,060 2025
Line 18 Mix Tanks Monosol 232,000 2025
UND Golf Course Repl Accu 64,668 2025
Zio UND Bond 106 66,104 2025
UND Old College Mitsu Proj 48,900 2025
Plymouth Public Library 491,269 2025
Modineer P10 Laser Tank 186,250 2025
AEP HVAC Rooftop U Rplcmt 230,960 2025
PHM Prairie Vista 307,922 2025
AEP South Bend Service Center 4,761,689 2025
Jenkins NANOVIC HHW 525,575 2025
Northside Hall Boilers 873,456 2025
LD UND Hesburgh Barrier 50,351 2025
ZIO UND Jordan Dean Reno 137,011 2025
NIEUWLAND UPDATE 82,152 2025
Behavioral Lab 113,100 2025
Stayer HHW coils 204,730 2025
Mendoza Chilled Water 104,778 2025
Brown School Admin Remodel 391,432 2025
PHM Grissom Water Heater 76,175 2025
A&B Bulk Sorbitol Piping 332,819 2025
UND LaFortune Rplc 48,812.12 2025
UND Snite Chiller reno 92,043 2025
LaSalle Schools Hvac Repair 987,159 2025
Job Name Contract Amount Year Completed
LaSalle Schools Hvac Repair 987,159 2025
UND SQDH Renovations 116,754 2025
SJC 7th Flr Boiler Replmct 832,304 2025
Install Thermal Exonomicer 207,128 2025
SJC City Bldn Steam Traps 81,050 2025
IRG Chippewa Roof Rplment 64,661 2025
Three River HS Music Suite 54,818 2025
UND Compton Ifrd Sauna 51,164 2025
1st Source Bank-Kouts 65,555 2025
Cook Train Ctr Carrier Rooftop 510,640 2025
Cook Mtrl Cetr Thermo Cycler 217,179 2025
Monosol Mix #3 Small Liquid 278,195 2025
UND Duncan SC HHW Tie In 47,900 2025