Loading...
HomeMy WebLinkAboutOpening of Quotes - Row at Ward Development -Framing, Lumber, Roofing Proj No 126-051 - Carter Lumber Version 1/3/2025 Page - 7 Public Works Quote CITY OF SOUTH BEND, INDIANA CONTRACTOR’S QUOTE FOR PUBLIC WORK PROJECT NAME: Row at Ward — Phase 1.1 — Main Homes 1–6 — Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU PROJECT NO. 126-051 QUOTES DUE Tuesday, October 13, 2026, at 9:00 A.M. (EDT) 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: Abonmarche and KIL Architecture & Planning 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) 10/12/2026 jeffc@carterlumber.com 1400 Markley Drive 574Plymouth/IN/46563 Carter Lumber Row at Ward Phase 1.1 Main Homes 1-6 10/12/2026 274,875.04$274,875.04 Matt Lombard 261-6618 Jeffrey M Carroll Version 1/3/2025 Page - 20 Public Works Quote QUOTE/PROPOSAL CITY OF SOUTH BEND PROJECT NAME Row at Ward — Phase 1.1 — Main Homes 1–6 — Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU PROJECT NO. 126-051 QUOTES DUE Tuesday, October 13, 2026, at 9:00 A.M. (EDT) Via email to BPWbids@southbendin.gov Item No. Description Quantity Unit Unit Price Total Amount 1 Complete all structural framing shown on the plans, including floors, exterior and interior walls, roofs, stairs, landings, porches, blocking, backing, sheathing, and subflooring. $ 2 Furnish and install all required lumber, engineered wood, trusses, connectors, anchors, fasteners, and framing accessories specified in the plans. $ 3 Furnish and install TAMKO architectural shingles in the Weathered Wood/Black colorway, including compatible underlayment, ice-and-water protection, starter materials, ridge materials, vents, flashing, fasteners, and roofing accessories. $ 4 Furnish and install all windows shown on the plans, including flashing, sealing, anchoring, insulation, adjustment, and protection. $ 5 Furnish and install all exterior doors shown on the plans, including frames, thresholds, weatherstripping, glazing, scheduled hardware, flashing, sealing, anchoring, and adjustment. $ Total Amount of Quote $ Firm: Address: City/State/Zip: Telephone Number: ( ) Fax Number: ( ) By (Signature) (Printed Name of Person Signing) 1 1 1 1 1 92,097.55 92,097.55 97,701.15 97,701.15 10,689.66 10,689.66 $46,588.80 $46,588.80 1 1 1 1 1 $28,797.88 275,875.04 $28,797.88 Carter Lumber 1400 Markley Drive Plymouth/IN/46563 574-261-6618 574 Jeff Carroll 936-8284 Version 1/3/2025 Page - 17 Public Works Quote 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. 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 Indiana St.Joseph Version 1/3/2025 Page - 18 Public Works Quote 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. Version 1/3/2025 Page - 19 Public Works Quote I, the undersigned bidder or agent as contractor on a public works project, understand my statutory obligations to the use of steel products or foundry products made in the United States (I.C. 5-16- 8-1). I hereby certify that I and all subcontractors employed by me for this project will use steel products or foundry products made in the United States on this project if awarded. I understand I have an affirmative duty to notify the City in my bid that my proposal does not include the use of steel products or foundry products made in the United States. I understand it is my sole obligation and responsibility to provide a justification to the City, subject to review and approval, why the cost of United States made steel or foundry products is unreasonable. Prior to award and upon submission of bid which does not use steel products or foundry products made in the United States, the City, through its director of public works, shall make a determination if the price of United States made steel or foundry is unreasonable. I understand that violations hereunder may result in forfeiture of contractual payments. *** I hereby affirm under the penalties of perjury that the facts and information contained in the foregoing bid for public works are true and correct. Dated this day of , 20__ Contractor/Bidder (Firm) Signature of Contractor/Bidder or Its Agent Printed Name and Title Subscribed and sworn to before me this day of , 20 My Commission Expires Notary Public County of Residence October 12 26 Carter Lumber Jeffrey M Carroll Outside Sales Rep Version 1/3/2025 Page - 8 Public Works Quote 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." Version 1/3/2025 Page - 9 Public Works Quote "(3) The contractor will send to each labor union or representative of workers with which it/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 Version 1/3/2025 Page - 10 Public Works Quote 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. Version 1/3/2025 Page - 11 Public Works Quote 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. Version 1/3/2025 Page - 12 Public Works Quote 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: x 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. x 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. x 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. Version 1/3/2025 Page - 13 Public Works Quote 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. Version 1/3/2025 Page - 14 Public Works Quote 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: x Copies of advertisements, notices, or solicitations from contractor to MWBE’s-- to include date and time of issuance; x A list of all locations where advertisements or notices to MWBE’s were placed or solicitations sent; x Copies of communication between contractor and MWBE’s in response to contractor’s advertisements, notices, or solicitations; x Proof of contractor’s break-out of contract items into units feasible for performance by WMBE’s; x 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); x Proof of bids or quotes from MWBE’s and those from non MWBE’s when non MWBE’s bid or quote is used; x Proof of efforts made by contractor to assist MWBE to participate in contract, where appropriate; and x 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 - 15 Public Works Quote CITY OF SOUTH BEND, INDIANA CONTRACTOR’S BID FOR PUBLIC WORK MWBE CHECKLIST Project Name Row at Ward — Phase 1.1 — Main Homes 1–6 — Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU Project No. 126-051 For Bids Due Tuesday, October 13, 2026, at 9:00 A.M. (EDT) 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. 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. Carter Lumber Version 1/3/2025 Page - 16 Public Works Quote 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) 10/12/2026 Carter Lumber 1400 Markley Drive Plymouth Indiana 574-261-6618 Jeffrey M Carroll CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.0 EVIDENCE OF GOOD FAITH EFFORTS Version 1/3/2025 Page - 21 Public Works Quote If you are unwilling to affirm in writing your intent to comply with the stipulated MBE participation goals and wish to propose adjusted goals, complete this form and Section II of the MWBE Checklist. Project Number: 126-051 Date: Project Name: Row at Ward — Phase 1.1 — Main Homes 1–6 — Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU Bidder: Contact Person: Telephone: Address: City: State: Zip: Email: To determine whether a bidder has demonstrated good faith efforts to reach the MBE utilization goal set forth in the City of South Bend Public Works Project Specifications, the City and its agencies, boards, or commissions, REQUIRE ALL of the following Good Faith Efforts as listed in the table below*: EVIDENCE OF GOOD FAITH EFFORTS MBE LIST(S): The bidder reviewed 1) the City of South Bend’s Minority and Women Business Enterprise Inclusion Program Plan; 2) the list of certified MWBEs provided by the City; and 3) the Indiana Department of Administration list of Minority and Women Owned Businesses (both certified and non-certified) found at: http://www.in.gov/idoa/. GOOD FAITH EFFORTS TO OBTAIN MBE PARTICIPATION The bidder shall initial each item below, as evidence of its good faith efforts to obtain MBE participation in the awarded contract. I affirm that I reviewed the City of South Bend’s Minority and Women Business Enterprise Inclusion Program Plan and the Indiana Department of Administration’s certified list of Indiana Minority and Women Business Enterprises, found on their website (http://www.in.gov/idoa). I affirm that I have made good faith efforts to select portions of the contract work to be performed by MBEs, including, where appropriate, breaking out contract work items into economically feasible units to facilitate MBE participation. I affirm that I have made good faith efforts to solicit through all reasonable and available means the interest of all MBEs in the scopes of work of the contract. I affirm that I attended all pre-bid meetings scheduled by the City of South Bend to inform MBEs of contracting and subcontracting opportunities. I affirm that I advertised in general circulation and/or trade association publications concerning subcontract opportunities and allowed MBEs reasonable time to respond to such advertisements. I affirm that I performed any and all necessary steps to provide written notices in a manner reasonably calculated to inform MBEs of subcontracting opportunities and allowed sufficient time for MWBEs to participate effectively. I affirm that I followed up on initial solicitations with interested MBEs. I affirm that I negotiated with interested MBEs in good faith, including providing such MBEs with adequate information about the plans, specifications and other requirements of the subcontract. I affirm that I have made good faith efforts to assist interested MBEs in obtaining bonding, lines of credit, or insurance as required by the City or the bidder, where appropriate. 10/12/2026 Carter Lumber Jeff Carroll 574-261-6618 1400 Markley Drive Plymouth Indiana 46563 jeffc@carterlumber.com CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.0 EVIDENCE OF GOOD FAITH EFFORTS Version 1/3/2025 Page - 22 Public Works Quote I affirm that I have made good faith efforts to assist interested MBEs in obtaining necessary equipment, supplies, materials, or related assistances or services, where appropriate. I affirm that I did not reject any MBEs as unqualified without sound business reasons based on a thorough investigation of their capabilities. CONTRACT RECORDS: The bidder has maintained the following records for each MBE that has bid on the subcontracting opportunity: 1. Name, address, and telephone number; 2. A description of information provided by the bidder or subcontractor; and 3. A statement of whether an agreement was reached, and if not, why not, including any reasons for concluding that the MBE was unqualified to perform the job. *Proper demonstration of Good Faith Efforts requires your initials next to all of the above boxes. Any omissions shall be considered grounds for rejection of the bid by the Board of Public Works. The City of South Bend reserves the right to request additional information. CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM WBE-2.0 EVIDENCE OF GOOD FAITH EFFORTS Version 1/3/2025 Page - 23 Public Works Quote If you are unwilling to affirm in writing your intent to comply with the stipulated MBE participation goals and wish to propose adjusted goals, complete this form and Section II of the MWBE Checklist. Project Number: Date: Project Name: Bidder: Contact Person: Telephone: Address: City: State: Zip: Email: To determine whether a bidder has demonstrated good faith efforts to reach the WBE utilization goals set forth in the City of South Bend Public Works Project Specifications, the City and its agencies, boards, or commissions, REQUIRE ALL of the following Good Faith Efforts as listed in the table below*: EVIDENCE OF GOOD FAITH EFFORTS WBE LIST(S): The bidder reviewed 1) the City of South Bend’s Minority and Women Business Enterprise Inclusion Program Plan; 2) the list of certified MWBEs provided by the City; and 3) the Indiana Department of Administration list of Minority and Women Owned Businesses (both certified and non-certified) found at: http://www.in.gov/idoa/. GOOD FAITH EFFORTS TO OBTAIN WBE PARTICIPATION The bidder shall initial each item below, as evidence of its good faith efforts to obtain WBE participation in the awarded contract. I affirm that I reviewed the City of South Bend’s Minority and Women Business Enterprise Inclusion Program Plan and the Indiana Department of Administration’s certified list of Indiana Minority and Women Business Enterprises, found on their website (http://www.in.gov/idoa). I affirm that I have made good faith efforts to select portions of the contract work to be performed by WBEs, including, where appropriate, breaking out contract work items into economically feasible units to facilitate MWBE participation. I affirm that I have made good faith efforts to solicit through all reasonable and available means the interest of all WBEs in the scopes of work of the contract. I affirm that I attended all pre-bid meetings scheduled by the City of South Bend to inform WBEs of contracting and subcontracting opportunities. I affirm that I advertised in general circulation and/or trade association publications concerning subcontract opportunities and allowed WBEs reasonable time to respond to such advertisements. I affirm that I performed any and all necessary steps to provide written notices in a manner reasonably calculated to inform WBEs of subcontracting opportunities and allowed sufficient time for WBEs to participate effectively. I affirm that I followed up on initial solicitations with interested WBEs. I affirm that I negotiated with interested WBEs in good faith, including providing such WBEs with adequate information about the plans, specifications and other requirements of the subcontract. I affirm that I have made good faith efforts to assist interested WBEs in obtaining bonding, lines of credit, or insurance as required by the City or the bidder, where appropriate. 10/12/2026 jeffc@carterlumber.com Indiana Carter Lumber 574-261-6618Jeff Carroll 1400 Markley Drive Plymouth 46563 126-051 Row at Ward Phase 1.1 Main Homes 1-6 CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM WBE-2.0 EVIDENCE OF GOOD FAITH EFFORTS Version 1/3/2025 Page - 24 Public Works Quote I affirm that I have made good faith efforts to assist interested WBEs in obtaining necessary equipment, supplies, materials, or related assistances or services, where appropriate. I affirm that I did not reject any WBEs as unqualified without sound business reasons based on a thorough investigation of their capabilities. CONTRACT RECORDS: The bidder has maintained the following records for each WBE that has bid on the subcontracting opportunity: 1. Name, address, and telephone number; 2. A description of information provided by the bidder or subcontractor; and 3. A statement of whether an agreement was reached, and if not, why not, including any reasons for concluding that the WBE was unqualified to perform the job. *Proper demonstration of Good Faith Efforts requires your initials next to all of the above boxes. Any omissions shall be considered grounds for rejection of the bid by the Board of Public Works. The City of South Bend reserves the right to request additional information. CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM MBE-2.1 MBE CONTACTED Version 1/3/2025 Page - 25 Public Works Quote 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: 126-051 MBE Participation Goal Project Name: Row at Ward — Phase 1.1 — Main Homes 1–6 — Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU 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 2 0.60% Carter Lumber Outside Sales Rep 10/12/2026 JBL Signal and Lighting Tanner Liebovitz 574-229-8163 TannerL@JBL-2.com Entire Scope Of Work Outside their scope of work CITY OF SOUTH BEND MINORITY AND WOMEN BUSINESS ENTERPRISE INCLUSION PROGRAM PLAN FORM WBE-2.1 WBE CONTACTED Version 1/3/2025 Page - 26 Public Works Quote 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: 126-051 WBE Participation Goal Project Name: Row at Ward — Phase 1.1 — Main Homes 1–6 — Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU 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 2 2.10% Carter Lumber Outside Sales Rep 10/12/2026 N/A http://www.in.gov/idoa/ N/A site visited N/A N/A Visited website looking for someone to obtain this cope of work No one able to perform this scope of work Date: 10/1/2026 To: All Planholders From Hillary Horvath, Clerk, Board of Public Works Subject Addendum Number: 01 Project Name: Row at Ward – Phase 1.1 – Main Homes 1-6 Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU Project No.: 126-051 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-9171 within 48 hours of receipt. A copy MUST also be included with your quote package upon submittal. THIS ADDENDUM MAY AFFECT YOUR QUOTE. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Authorized Signature: Date: CITY OF SOUTH BEND JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS 215 S DR. MARTIN LUTHER KING JR. BLVD SUITE 400 SOUTH BEND, INDIANA 46601-1830 PHONE 574/ 235-9251 FAX 574/ 235-9171 TDD 574/ 235-5567 10/1/2026 Carter Lumber 10/12/2026 Addendum 01 To the Contract Documents and Project Specifications for the Row at Ward – Phase 1.1 – Main Homes 1-6 Framing, Lumber, Roofing, Windows and Exterior Doors Labor & Materials – NO ADU South Bend, IN October 1, 2026 To: All holders of the contract documents for the above project. The items in this Addendum are to become a part of the original documents as if included therein. The remainder of the original contract document is to remain in its entirety. This Addendum modifies the Contract Documents and Specifications as follows: Part 1 – General Clarifications Part 2 – Scope PART 1 – GENERAL CLARIFICATIONS 1. Revisions to the Scope of Work based on questions / feedback. PART 2 – SCOPE 1. Quote Deadline updated to October 13, 2026. DIVISION 4 — TIF SUBMISSION SCOPE FRAMING, ROOFING, WINDOWS AND EXTERIOR DOORS Project The Row at Ward — Phase 1.1 Project No. / Location 126-051 — 906 Portage Avenue, South Bend, Indiana 46616 Included Structures Main Homes 1–6 and all associated Phase 1.1 ADUs shown in the incorporated drawings Quote Deadline October 13, 2026, 9:00 A.M. EDT — BPWbids@southbendin.gov Working Completion May 1, 2027, subject to City approval CONTROLLING DOCUMENTS City procurement documents, this Division Scope, issued addenda, incorporated Row at Ward drawings and approved submittals. The drawings control exact products, dimensions, measurements, quantities, locations, colors, finishes, accessories and schedules. SCOPE OF WORK •Provide structural framing, framing materials, complete shingle roofing, windows and exterior doors for Phase 1.1 Main Homes 1–6 and allassociated Phase 1.1 ADUs. •Complete floors, walls, roofs, stairs, landings, porches, blocking, backing, sheathing, subflooring, trusses, engineered wood, connectors, anchors and fasteners shown in the drawings. •Furnish and install the complete drawing-specified TAMKO architectural-shingle roofing system, including deck preparation, underlayment, ice-and-water protection, flashing, starter, field and ridge shingles, ventilation and accessories. •Furnish and install the drawing-specified Andersen windows with required anchorage, shimming, flashing, air/water sealing, insulation,hardware, screens and accessories. •Furnish and install exterior doors, frames, thresholds, weatherstripping, glazing, scheduled hardware, flashing, sealing, anchorage and insulation shown in the drawings. QUALITY, COORDINATION AND TURNOVER •The drawings control framing sizes and grades and all roofing, window and door products, models, sizes, measurements, locations, finishes, colors, glazing, hardware and schedules. •Verify foundations, anchors, bearing surfaces and openings before work. Coordinate blocking, penetrations and enclosure transitions withplumbing, later MEP and siding trades. •Maintain temporary bracing and weather protection; obtain framing inspections and provide a structurally complete, weather-tight turnover. •Correct leaks, water-entry defects, damaged components, operating deficiencies and incomplete seals before turnover; provide warranties and closeout records. EXCLUSIONS / BOUNDARIES •LP SmartSide materials are furnished under Division 2. Siding, trim and soffit installation is excluded from this Division. •Later mechanical, electrical, above-slab plumbing, insulation, drywall and interior finishes are excluded unless added in writing. COMPLETE RESPONSIBILITY: Unless expressly excluded, the bidder shall include supervision, labor, materials, equipment, tools, delivery, protection, coordination, testing, cleanup and closeout necessary for a complete division scope. Project 126-051 | 9/3/2026 Division 4 TIF Submission Scope Attachment Page 1 of 1 BOARD OF PUBLIC WORKS AGENDA ITEM REVIEW REQUEST FORM Date: 09/25/2026 Name: Jenny Guard Department of Public Works – Engineering Division BPW Date: 10/13/2026 Phone Extension: 9805 Required Prior to Submittal to Board BPW Attorney Attorney Name Dept. Attorney Attorney Name Purchasing Check the Appropriate Item Type – Required for All Submissions Professional Services Agreement Contract Proposal Open Market Contract Amendment/Addendum Special Purchase, QPA Bid Opening Bid Award Req. to Advertise Title Sheet Quote Opening Quote Award Reject Bids/Quotes Proposal Opening C/O & PCA No. PCA Chg. Order, No. Traffic Control Resolution Other: Ease./Encroach Required Information Company or Vendor Name New Vendor Yes If Yes, Approved by Purchasing No MBE/WBE Contractor MBE WBE Completed E-Verify Form Attached Yes No Project Name Row at Ward Project Number 126-051 Funding Source TIF – River West Account No. PR/ PO # Amount $ Terms of Contract Special Contract Provisions Purpose/Description Quote opening for framing, lumber, roofing, windows, & exterior doors for the Row at Ward development. Once a contractor has been selected a contract will be drafted and approved by the BPW at a later date. For Change Orders Only Amount of Increase Decrease $ ($ ) Previous Amount $ Current Percent of Change: Increase Decrease % ( %) New Amount $ Total Percent of Change: Increase Decrease % ( %) Time Extension Amount: New Completion Date: