HomeMy Public PortalAboutResolution No. 23-159 Piggyback Omnia Partners with PSI Roofing for Public Works Fleet RoofSponsored by: Interim City Manager
RESOLUTION NO. 23-159
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF OPA-LOCKA, FLORIDA, AUTHORIZING THE
INTERIM CITY MANAGER TO PIGGYBACK THE
OMNIA PARTNERS COOPERATIVE PURCHASING
AGREEMENT WITH PSI ROOFING, INC., IN AN
AMOUNT NOT TO EXCEED ONE HUNDRED FORTY-
EIGHT THOUSAND, FIVE HUNDRED TWENTY-SIX
DOLLARS AND TWENTY-NINE CENTS ($148,526.29) TO
RENOVATE THE PUBLIC WORKS FLEET
MAINTENANCE FACILITY ROOF, PROVIDING FOR
INCORPORATION OF RECITALS; PROVIDING FOR AN
EFFECTIVE DATE.
WHEREAS, the City of Opa-Locka ("City") seeks to renovate the Public Works
Fleet Maintenance Facility roof, within the City; and
WHEREAS, this proposed contract is based on a competitively bid contract by
Region 4 Education Service Center (ESC), Houston, which serves 47 public school
districts and 40 public charter schools in Texas and was awarded to National Roofing
Partners. This is made available through the National Intergovernmental Purchasing
Alliance (National IPA) cooperative purchasing organization which makes these
agreements available to the education and public sectors. The parent organization is
OMNIA Partners and the contract is one of approximately 400 competitive contracts
available to these sectors and it has been extended to February 28, 2023, as indicated in
the Region 4 ESC letter to the National Roofing Partners of August 26, 2021; and
WHEREAS, National IPA (a/k/a OMNIA Partners, Public Sector) is "the nation's
largest and most experienced cooperative purchasing organization for the public sector."
Their purchasing power and suppliers have produced an extensive portfolio of
cooperative contracts and partnerships, making OMNIA Partners "the most valued and
trusted resource for organizations nationwide"; and
WHEREAS, all contracts in National IPA's portfolio are competitively solicited
and publicly awarded by a lead agency (government entity/educational institution),
using a competitive solicitation process consistent with applicable procurement laws and
regulations. Region 4 Education Service Center ("Region 4 ESC"), one of National IPA's
lead agencies, was established in 1967 by the State of Texas under Chapter 8 of the Texas
Education Code; and
Resolution No. 23-159
WHEREAS, Region 4 Education Service Center/National IPA considered the bid
submitted by RL National Roofing Partners, LLC dba National Roofing Partners ("NRP")
("Contractor") on July 26, 2018 in response to its RFP# 18-09; and
WHEREAS, the Region 4 Education Service Center has awarded NRP a contract
(Contract #R180901) to provide a wide range of roofing products, services and job -order -
contracting (JOC). The agreement is available to thousands of government agencies
nationwide through OMNIA/ National IPA Partners; and
WHEREAS, on September 6, 2018, National IPA awarded NRP a contract for
roofing products, services, and job -order -contracting services (attached hereto as Exhibit
"A"). The contract became effective March 1, 2019 and was set to expire on February 28,
2023. On August 2, 2022, the contract was renewed with a new expiration date of
February 29, 2024; and
WHEREAS, pursuant to Section 2-318 (3) of the City's Purchasing Code allows for
purchases and acquisitions under contracts of the federal government, the State of Florida
or its political subdivisions and also municipal co-operative purchasing organizations
and programs. The City Manager has determined that the prices of the original contract
are competitive and reasonable; and
WHEREAS, the City Commission finds that it is in the best interest of the City to
piggyback on the Region 4 Education Service Center/National IPA contract with RL
National Roofing Partners, LLC d/b/a National Roofing Partners (NRP), in order to
benefit from already negotiated rates and enter into an agreement to renovate the Public
Works Fleet Maintenance Facility roof, within the City, in an amount not to exceed One
Hundred Forty -Eight Thousand Five, Hundred Twenty -Six Dollars and Twenty -
Nine Cents ($148,526.29).
NOW, THEREFORE, BE IT DULY RESOLVED BY THE CITY COMMISSION
OF THE CITY OF OPA-LOCKA, FLORIDA:
Section 1. Adoption of Representations. The above recitals are true and correct and
are incorporated into this Resolution by reference.
Section 2. Authorization. The City Commission hereby authorizes the Interim City
Manager to piggyback the Region 4 ESC/ National Intergovernmental Purchasing
Alliance (National IPA) and RL National Roofing Partners, LLC (d/b/a National Roofing
Partners 'NRP') Omnia Partners Contract # R180901 for qualified professional services to
2
Resolution No. 23-159
Joa a Flores, City Clerk
renovate the Public Works Fleet Maintenance Facility roof, within the City, in an amount
not to exceed One Hundred Forty -Eight Thousand, Five Hundred Twenty -Six Dollars
and Twenty -Nine Cents ($148,526.29), subject to the City Commission approving the
fiscal year 2022-2023 Final Annual Budget, including the amount budgeted for
this project.
Section 3. Scrivener's Errors. Sections of this Resolution may be renumbered or re -
lettered and corrections of typographical errors which do not affect the intent may be
authorized by the City Manager following review by the City Attorney and without need
of public hearing, by filing a corrected copy of same with the City.
Section 4. Effective Date.
This Resolution shall take effect immediately upon adoption and is subject to the
approval of the Governor or his designee.
PASSED and ADOPTED this 11th day of October 2023.
TEST:
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY:
Bu i dette Noi`ris-Weeks, P.A.
City Attorney
Moved by: Commissioner Kelley
Seconded by: Commissioner Williams
John : �' ay or Jr., Mayor
3
Resolution No. 23-159
VOTE: 4-0
Commissioner Bass ABSENT
Commissioner Kelley YES
Commissioner Williams YES
Vice Mayor Ervin YES
Mayor Taylor YES
4
City of Opa-locka.
Agenda Cover Memo
Department
Director:
Airia Austin
Department
Director
Signature:
) ifi
-)
City
Manager: -
Darwin Williams
CM Signature:
.�, „tr , ,.
Commission
Meeting
Date:
9.272023
Item Type:
(EnterX in box)
Resolution
Ordinance
Other
X
Fiscal
Impact:
(EnterX in box)
Yes
No
Ordinance Reading.
(Enter X in box)
15, Reading
2nd Reading
X
Public Hearing:
(Enter X in box)
Yes
No
Yes
No
X
X
Funding
Source:
Account# :
(Enter Fund & Dept)
Ex:
44-541845
Advertising Requirement:
(EnterX in box)
Yes
No
X
Contract/P.O.
Required:
(Enter X in box)
Yes
No
RFP/RFQ/Bid#:
X
Strategic
Plan Related
(Enter X in box)
Yes
No
Strategic Plan Priority
Enhance Organizational
Bus. & Economic Dev
Public Safety
Quality of Education
Qual. of Life & City Image
Communication
Area:
MI
Strategic Plan Obj./Strategy:
(list the specific objective/strategy this
item will address)
X
•
•
O
Sponsor
Name
City Manager
Department:
City Manager
Short Title:
A resolution of the City Commission of the City of Opa-locks, Florida authorizing the City Manager to piggyback
the OMNIA Partners Cooperative Purchasing Agreement with PSI Roofing, Inc. for roofing, insulation, and roof
restoration of the existing roof for the Public Works Fleet Maintenance Facility.
Staff Summary:
This contract is based on a competitively bid contract by region 4 Education Service Center (ESC), Houston,
which serves 47 public school districts and 40 public charter schools in Texas and was awarded to National
Roofing Partners. This is made available through the National Intergovernmental Purchasing Alliance (IPA)
cooperative purchasing organization which makes these agreements available to the education and public
sectors. (The parent organization is OMNIA Partners.) This contract is one of approximately 400 competitive
contracts available to these sectors. This contract has been extended to February 29, 2024, as indicated
in the Region 4 ESC letter to the National Roofing Partners of August 26, 2021.
The quote is provided by PSI Roofing of Oakland Park, FL, which is a local partner of National Roofing Partners,
and the rate structure is part of the contract awarded by Region 4 Education Service Center in an amount not
to exceed One Hundred Forty Eight Thousand Five Hundred and Twenty Six and Twenty Nine Cents
($148,526.29) for roofing, insulation and roof restoration of the Public Works Fleet Maintenance Facility.
Financial Impact - Funding for this project has been budgeted in the FY 23 Budget, Safe Neighborhood CIP
Fund, Account 44-541845. $150,000 has been budgeted for this account for the restoration of the roof and
other enhancements to the facility.
Proposed Action:
Staff recommends the City Commission authorize the Interim City Manager to enter into a contract with PSI
Roofing of Oakland Park, FL to renovate the Public Works Fleet Maintenance Facility roof for $148,526.29
subject to the City Commission approving the FY 23 Final Annual Budget, including the amount budgeted for
this project.
Attachment:
1. Quote
2. Renewal Award of Contract #R180901
3. Contract #R180901 between Region 4 Education Service Center and RL National Roofing
Partners, LLC
Region 4 Education Service Center (ESC)
Contract # R180901
for
Roofing Products, Services, and Job-Order-Contracting
Services
with
RL National Roofing Partners, LLC
dba National Roofing Partners ‘NRP’
Effective: March 1, 2019
The following documents comprise the executed contract between the
Region 4 Education Service Center and RL National Roofing Partners, LLC
dba National Roofing Partners ‘NRP’, effective March 1, 2019:
I. Vendor Contract and Signature Form
II. Supplier’s Response to the RFP, incorporated by reference
VENDOR CONTRACT SIGNATURE FORM
The undersigned hereby proposes and agrees to furnish goods and/or services in strict compliance
with the terms, specifications and conditions at the prices proposed within response unless noted in
writing. The undersigned further certifies that he/she is an officer of the company and has authority to
negotiate and bind the company named below and has not prepared this proposal in collusion with any
other Offeror and that the contents of this proposal as to prices, terms or conditions of said proposal
have not been communicated by the undersigned nor by any employee or agent to any person engaged
in this type of business prior to the official opening of this proposal.
Prices are guaranteed: 120 days
Company name RL National Roofing Partners, LLC dba National Roofing Partners `NRP'
Address 621 E. State Highway 121 #400
City/State/Zip Commit Texas 75019
Telephone No. (866) 537-6034
Fax No. (214) 560-5575
Email address steve.little@kpostcompany:cam
Printed name Steve Lillie
Position with company CEO
Authorized signature �•
Accepted by The Cooperative Purchasing Network:
Acknowledgement of Addendum Number: 1
Term of contract 3 } 2.0 Cl to 1(1%1 2 -Dili
Unless otherwise stated, all contracts are for a period of two (2) years with an option to renew annually
for an additional three (3) years if agreed to by Region 4 ESC and the awarded vendor. Awarded
vendor shall honor all administrative fees for any sales made based on a contract whether renewed or
not.
Date
Region 4 ESC Authorized Board Member Date
E
Print Name +��}
TCPN Contract Number 1901 0 1
Page 24 of 94
Submitted by:
National Roofing Partners
621 E. ST HWY 121
Suite 400
Coppell, TX 75019
Ph: 866.537.6034
Fx: 214.580.5575
www.natoinalroofingpartners.com
Submitted by:
Region 4 Education Service Center
7145 West Tidwell Road
Houston, Texas 77092
(713) 462-7708
www.esc4.net
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
July 25, 2018
National Roofing Partners
"Superior Service, National Coverage, Single Source"
Region 4 Education Service Center
7145 West Tidwell Road
Houston, TX 77092
Re: Solicitation Number 18-09
Submittal for Roofing Products, Services, and Job Order Contracting Services
To Whom it May Concern,
We would like to thank you for allowing National Roofing Partners (NRP) the opportunity to submit our
proposal for Solicitation Number 18-09, Roofing Products, Services, and Job -Order Contracting
Services.
We are proud of the fact of having the largest footprint in the United States with our brick and mortar,
"best in class" Partners across the United States serving their local communities and surrounding
communities with the finest roofing services available. Our Partners are taxpayers in the communities
that they serve and are already taking care of local schools, municipalities and higher education
facilities through traditional bid processes.
With award of this Region 4 Education Service Center Contract, we feel that we will have great strength
in local markets across the country. We have an ambitious Team assembled to start working this effort
with years of Cooperative, Roofing and Job Order Contracting Experience. We feel confident that if
successful in an award, this will be the only cooperative contract that we would need to have success
nationwide.
It is an exciting time at NRP! We have just been awarded a service contract in our Telecom Division
that will place us on top of over 50,000 buildings across the United States, many of which are schools,
cities and higher education. This will prove to be a great opportunity to have a contract to meet with
those facilities managers and share with them the benefits of using the Region 4 ESC Contract.
If you have any questions, please do not hesitate to give me a call. We look forward to being successful
in our response and developing long term partnerships with TCPN Members across the country, helping
them achieve longer lasting roofs and lower total cost of ownership.
Thank you,
David Adams
Vice -President, Revenue
National Roofing Partners
832.963.5220
david.adams@nationalroofingpartners.com
621 E St Hwy 121 • Suite 400 • Coppell, TX 75019
866.537.6034 www.nationalroofingpartners.com
7145 West Tidwell Road ~ Houston, Texas 77092
(713) 462-7708
www.esc4.net
Publication Date: June 21, 2018
NOTICE TO OFFEROR
SUBMITTAL DEADLINE: Thursday, July 26, 2018 @ 2:00 PM CT
Questions regarding this solicitation must be submitted in writing to Crystal Wallace,
Business Operations Specialist, at questions@esc4.net or (713) 744-8189 no later than July
17, 2018 at 5pm CT. All questions and answers will be posted to www.tcpn.org under
Solicitations. Offerors are responsible for viewing the website to review all questions and
answers prior to submitting proposals. Please note that oral communications concerning
this RFP shall not be binding and shall in no way excuse the responsive Offeror of the
obligations set forth in this proposal.
Request for Proposal (RFP)
by
Region 4 Education Service Center (“ESC”)
for
Roofing Products, Services, and Job-Order-Contracting Services
On behalf of itself, other government agencies and non-profits, made
available through The Cooperative Purchasing Network “TCPN.”
Solicitation Number 18-09
Note: Envelopes must be sealed, prominently marked with the RFP solicitation number, RFP
title, RFP opening time/date and name of vendor. Electronic submissions of the RFP will not be
accepted. Submissions must be received by the Region 4 ESC office at: 7145 West Tidwell
Road, Houston, TX 77092 no later than 2:00 pm CT, at which time the bid opening process shall
commence. Proposals will be collected in a conference room to be determined by Region 4 ESC
and opened and recorded publicly. Any proposal received later than the specified time, whether
delivered in person, courier or mailed, shall be disqualified.
Page 1 of 94
PRE-PROPOSAL CONFERENCE (ADD ONLY IF NECESSARY)
Offerors are strongly encouraged, but not required to participate in a pre-proposal conference
with the Business Operations Specialist, which will be held on July 9, 2018 in the Region 4 ESC
offices located at 7145 West Tidwell Road, Houston, Texas 77092. The purpose of this
conference is to review the solicitation sections to allow potential Offerors to ask questions
and to identify areas in the solicitation that may be unclear.
To attend the conference, Offeror must notify Crystal Wallace, Purchasing Cooperative
Specialist, at cwallace@esc4.net, by July 6, 2017. Offeror’s who are unable to attend in person
but would like to call in must also send an email to request call in instructions from Ms. Wallace.
ATTENTION OFFERORS:
Submission of a proposal confers NO RIGHT on an Offeror
to an award or to a subsequent contract. Region 4 ESC, in
its sole discretion and for any reason or no reason,
reserves the rights to reject any or all proposals, accept
only a part of any proposal, accept the proposal deemed
most advantageous to Region 4 ESC, and waive any
technicalities. The issuance of this RFP does not obligate
Region 4 ESC to make an award or negotiate or execute a
contract. Region 4 ESC reserves the right to amend the
terms and provisions of the RFP, negotiate with a proposer,
add, delete, or modify the contract and/or the terms of any
proposal submitted, extend the deadline for submission of
proposals, ask for best and final offers, or withdraw the RFP
entirely for any reason solely at Region 4 ESC’s discretion.
An individual proposal may be rejected if it fails to meet any
requirement of this RFP. Region 4 ESC may seek
clarification from a proposer at any time, and failure to
respond within a reasonable time frame is cause for
rejection of a proposal.
Page 2 of 94
Please be advised that all information and documents
submitted will be subject to the Public Information Act
requirements governed by the State of Texas.
Because contracts are awarded by a governmental entity, all
responses submitted are subject to release as public information after
contracts are executed. If an Offeror believes that its response, or parts
of its response, may be exempted from disclosure, the Offeror must
specify page-by-page and line-by-line the parts of the response, which
it believes, are exempt. In addition, the Offeror must specify which
exception(s) are applicable and provide detailed reasons to
substantiate the exception(s). Offeror must provide this information on
the “Acknowledgement and Acceptance of Region 4 ESC’s Open
Records Policy” form found on the next page of this solicitation. Any
information that is unmarked will be considered public information and
released, if requested under the Public Information Act.
The determination of whether information is confidential and not
subject to disclosure is the duty of the Office of Attorney General
(OAG). Region 4 Education Service Center (“ESC”) must provide the
OAG sufficient information to render an opinion and therefore, vague
and general claims to confidentiality by the Offeror are not
acceptable. Region 4 ESC must comply with the opinions of the OAG.
Region 4 ESC assumes no responsibility for asserting legal argu ments
on behalf of any Offeror. Offerors are advised to consult with their legal
counsel concerning disclosure issues resulting from this procurement
process and to take precautions to safeguard trade secrets and other
proprietary information.
After completion of award, these documents will be available for public
inspection.
Page 3 of 94
ACKNOWLEDGMENT AND ACCEPTANCE
OF REGION 4 ESC’s OPEN RECORDS POLICY
Signature below certifies complete acceptance of Region 4 ESC’s Open Records Policy,
except as noted below (additional pages may be attached, if necessary).
Check one of the following responses to the Acknowledgment and Acceptance of
Region 4 ESC’s Open Records Policy below:
We acknowledge Region 4 ESC’s Open Records Policy and declare that no information
submitted with this proposal, or any part of our proposal, is exempt from disclosure
under the Public Information Act.
(Note: All information believed to be a trade secret or proprietary must be listed below.
It is further understood that failure to identify such information, in strict accordance with
the instructions below, will result in that information being considered public information
and released, if requested under the Public Information Act.)
We declare the following information to be a trade secret or pr oprietary and exempt
from disclosure under the Public Information Act.
(Note: Offeror must specify page-by-page and line-by-line the parts of the response, which it
believes, are exempt. In addition, Offeror must specify which exception(s) are applicable and
provide detailed reasons to substantiate the exception(s).
Date Authorized Signature & Title
Page 4 of 94
TABLE OF CONTENTS
A. Introduction………………………………………………………….... p. 6
B. Scope……………………………………………………………….…. p. 7
C. Definitions…………………………………………………................. p. 7
D. General Terms and Instructions to Offerors………………………..p. 8
Calendar of Events…………………………………………………………………...p.10
Evaluation Criteria……………………………………………………. p.12
E. Appendix A: Vendor Contract Form………………………. ………. p. 15
Signature Page………………………………………………………..p. 24
F. Appendix B: Product/Services Specifications…………………….. p. 25
Special Terms & Conditions
Specifications
G. Appendix C: Pricing………………………………………………….. p. 29
H. Appendix D: General Terms & Conditions Acceptance Form…… p. 51
I. Appendix E: Vendor Questionnaire………………………………… p. 53
J. Appendix F: Company Profile………………………………………..p. 57
References
K. Appendix G: Value Add……………………………………………… p. 60
L. Appendix H: Additional Required Documents……………………...p. 61
Clean Air and Water Act
Debarment Notice
Lobbying Certification
Vendor/Contractor Requirements
1. Contractor’s Employment Eligibility
2. Fingerprint & Background Checks
3. Business Operations in Sudan, Iran
Antitrust Certification Statement
Implementation of HB 1295 (Certification of Interested Parties)
Texas Government Code 2270 Verification Form
EDGAR Certifications
Specific State Requirements
M. Appendix I: State Notice……………………………………….…….p. 87
Page 5 of 94
A. INTRODUCTION
I.Background on Region 4 Education Service Center
Region 4 Education Service Center (“Region 4 ESC” herein “Lead Public Agency”) on behalf of itself
and all state, local governments, school districts, and higher education institutions in the United States
of America, and other government agencies and non-profit organizations (herein “Participating
Agencies”) solicits proposals from qualified Offerors to enter into a Vendor Contract (“contract”) for the
goods or services solicited in this proposal.
Contracts are approved and awarded by a single governmental entity, Region 4 ESC, and are only
available for use and benefit of all entities complying with state procurement laws and regulations
(public and private schools, colleges and universities, cities, counties, non-profits, and all governmental
entities). These types of contracts are commonly referred to as being “piggybackable.”
Region 4 ESC’s purchasing cooperative was established in 1997 as a means to increase their
economic and operational efficiency. The purchasing cooperative has since evolved into a National
Cooperative used to assist other government and public entities increase their economical and
operational efficiency when procuring goods and services.
II.What is the role of The Cooperative Purchasing Network (“TCPN”)
The Cooperative Purchasing Network (“TCPN”) assists Region 4 ESC in helping other public agencies
and non-profits reap the benefits of national leveraged pricing, with no cost to the member. TCPN
leverages one of the largest pools of purchasing potential. This is accomplished by competitively
soliciting proposals and awarding contracts for commonly purchased products and services. Through
the TCPN solicitation process, Region 4 ESC awards contracts covering Facilities, Furniture, Office
Supplies & Equipment, Security Systems, and Technology and other goods and services industries.
III. Purpose of TCPN
Provide governmental and public entities opportunities for greater efficiency and economy in
procuring goods and services.
Take advantage of state-of-the-art purchasing procedures to ensure the most competitive
contracts.
Provide competitive price and bulk purchasing for multiple government or public entities that yields
economic benefits unobtainable by the individual entity.
Provide quick and efficient delivery of goods and services.
Equalize purchasing power for smaller agencies that are unable to command the best contracts
for themselves.
Help in assisting with use of best business practices.
IV.Customer Service
TCPN is dedicated to making our contracts successful for both our members and our awarded
vendors.
TCPN is committed to providing our members and awarded vendors with high quality service.
TCPN has dedicated staff available to answer questions, offer guidance and help in any way
possible.
Page 6 of 94
B. SCOPE
It is the intention of Region 4 ESC to establish a contract with vendor(s) for Roofing Products, Services,
and Job-Order-Contracting Services. Awarded vendor(s) shall perform covered services under the
terms of this agreement. Offerors shall provide pricing based on a discount from a manufacturer’s price
list or catalog, or fixed price, or a combination of both with indefinite quantities. Electronic Catalog
and/or price lists must accompany the proposal. Include an electronic copy of the catalog from which
discount, or fixed price, is calculated. Multiple percentage discount structure is also acceptable. Please
specify where different percentage discounts apply. Additional pricing and/or discounts may be
included. If Offeror has existing cooperative contracts in place, Offeror is requested to submit pricing
equal or better than those in place.
Each service proposed is to be priced separately with all ineli gible items identified. Services may be
awarded to multiple vendors. Offerors may elect to limit their proposals to a single service within any
category, or multiple services within any or all categories
Region 4 ESC is seeking a service provider that has the depth, breadth and quality of resources
necessary to complete all phases of this contract. In addition, TCPN also requests any value add
commodity or service that could be provided under this contract.
While this solicitation specifically covers Roofing Products, Services, and Job-Order-Contracting
Services, Offerors are encouraged to submit an offering on any and all products or services available
that they currently perform in their normal course of business.
C. KEY DEFINITIONS
Days: means calendar days.
Lead agency: means the government entity advertising, soliciting, evaluating and awarding the contract.
This definition also includes a public agency that meets the definition of a political subdivision, including a
county, city, school district, state, public higher education or special district.
Lowest Pricing Available: means the overall lowest not-to-exceed price available for the specified goods
or services at the time the vendor submits their proposal.
Procurement: means buying, purchasing, renting, leasing or otherwise acquiring any materials,
services or construction. Procurement also includes all functions that pertain to the obtaining of any
material, service, or construction, including description of requirements, selection and solicitation of
sources, preparation and award of contract and all phases of contract administration.
Responsive Offeror: means a person, company, firm, corporation, partnership or other organization
who submits a proposal which conforms in all material respects to the invitation for bids or request for
proposals.
Solicitation: means an invitation for bids, a request for technical offers, a request for proposals, a
request for quotations or any other invitation or request by which we invite a person to participate in a
procurement.
Specifications: means any description of physical or functional characteristics, or of the nature of a
material, service or construction of item. Specifications may include a description or any requirement
for inspecting, testing or preparing a material, service or construction item for delivery.
Vendor: means any provider or seller of goods and/or services that has a contractual relationship with
Region 4 or TCPN.
Page 7 of 94
D. GENERAL TERMS AND INSTRUCTIONS TO OFFERORS
I. Submission of Response: Unless otherwise specified in the solicitation, all submitted proposals must
contain two (2) bound and signed original copies of the solicitation, and two (2) electronic copies on
flash drives shall be provided. Please see format requirements below. Vendor must also submit two
(2) electronic proposals free of propriety information to be posted on Vendor information page
if awarded a contract.
Only sealed responses will be accepted. Faxed or electronically transmitted responses will not be
accepted. Sealed responses may be submitted on any or all items, unless stated otherwise. Proposal
may be rejected for failure to comply with the requirements set forth in this proposal.
Deviations from any terms, conditions and/or specifications must be conspicuously noted in writing by
the Offeror and shall be included with the response. (See Appendix D).
II. Proposal Format: Responses must be provided in a three-ring binder or report cover using 8.5 x 11
paper clearly identified with the name of the Offeror’s company and the solicitation name and number
on both the outside front cover and vertical spine. All forms are to be completed electronically.
Tabs should be used to separate the proposal into sections. Each tabulated section should contain
both the section of the RFP referenced and the Offeror’s response to that section. The following items
identified must be included behind the tabs listed below. Offerors failing to organize in the manner
listed may be considered non-responsive and may not be evaluated.
III. Binder Tabs:
Tab 1 – Entire Vendor Contract and Signature Form (pgs. 1-15, Appendix A)
– General Terms and Conditions Acceptance Form (Appendix D)
Tab 2 – Questionnaire (Appendix E)
Tab 3 – Company Profile (Appendix F, excluding References section)
Tab 4 – Product / Services (Appendix B)
Tab 5 – References (Appendix F)
Tab 6 – Pricing (Appendix C)
Tab 7 – Value Add (Appendix G)
Tab 8 – Required Documents
– Additional Required Documents (Appendix H)
– Acknowledgement & Acceptance of Region 4 ESC Open Records Policy (Page 4).
IV. Mailing of Proposals: All bids and proposals submitted in response to the solicitation must be clearly
identified as listed below with the solicitation number, title, name and address of the company
responding. All packages must be clearly identified as listed below, sealed and delivered to the Region
4 ESC office no later than the submittal deadline assigned for this solicitation.
From_____________________________________________________
Company__________________________________________________
Address___________________________________________________
City, State, Zip _____________________________________________
Solicitation Name and Number ___________Due Date and Time______
V. Time for Receiving Proposals: Proposals received prior to the submittal deadline will be time-
stamped upon receipt and kept secure and unopened. At the submittal deadline, Region 4 will begin
the process of opening all bids publicly by collecting all proposals received before the deadline in the
room designated for the bid opening. No proposals received after the submittal time and deadline will
be considered. Late proposals will be returned to sender unopened.
Page 8 of 94
VI.Inquiries and/or Discrepancies: Questions regarding this solicitation must be submitted in writing to
Crystal Wallace, Business Operations Specialist, at questions@esc4.net or (713) 744-8189 no later
than July 17, 2018. All questions and answers will be posted to www.tcpn.org under Solicitations.
Offerors are responsible for viewing the website to review all questions and answers prior to submitting
proposals. Please note that oral communications concerning this RFP shall not be binding and shall in
no way excuse the responsive Offeror of the obligations set forth in this proposal.
VII. Restricted and Prohibited Communications with Region 4 ESC: During the period between the date
Region 4 ESC issues this RFP and the selection of the vendor who is awarded a contract by Region 4 ESC, if
any, Offerors shall restrict all contact with Region 4 ESC and direct all questions regarding this RFP, including
questions regarding terms and conditions, only to the individual identified above in Section “Inquiries and/or
Discrepancies” in the specified manner. Do not contact members of the Board of Directors, other
employees of Region 4 ESC or any of Region 4 ESC’s agents or administrators. Contact with
any of these prohibited individuals after issuance of this RFP and before selection is made,
may result in disqualification of the Offeror.
The communications prohibition shall terminate when the contract is recommended by the
administration, considered by the Board of Directors at a noticed public meeting, and a contract has
been awarded. In the event the Board of Directors refers the recommendation back to staff for
reconsideration, the communications prohibition shall be re-imposed. Additionally, during the time
period between the award by the Board of Directors and the execution of the contract, Offerors shall not
engage in any prohibited communications as described in this section.
Prohibited communications includes direct contact, discussion, or promotion of any Offeror’s response
with any member of Region 4 ESC’s Board of Directors or employees except for communications with
Region 4 ESC’s designated representative as set forth in this RFP and only in the course of inquiries,
briefings, interviews, or presentations. This prohibition is intended to create a level playing field for all
potential Offerors, assure that decisions are made in public, and to protect the integrity of the RFP
process. Except as provided in the above stated exceptions, the following communications regarding a
particular invitation for bids, requests for proposal, requests for qualifications, or other solicitation are
prohibited:
Communications between a potential vendor, service provider, bidder, Offeror, lobbyist or
consultant and any member of Region 4 ESC’s Board of Directors;
Communications between any director and any member of a selection or evaluation committee;
and
Communications between any director and administrator or employee.
The communications prohibition shall not apply to the following:
Communications with Region 4 ESC’s purchasing agent specifically named and authorized to
conduct and receive such communications under this RFP or upon the request of Region 4 ESC,
with Region 4 ESC’s legal counsel; and
Presentations made to the Board of Directors during any duly noticed public meeting.
Nothing contained herein shall prohibit any person or entity from publicly addressing Region 4 ESC’s
Board of Directors during any duly noticed public meeting, in accordance with applicable Board policies,
on a matter other than this RFP or in connection with a presentation requested by Region 4 ESC’s
representatives.
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VIII. Calendar of Events (subject to change):
Event Date:
Issue RFP June 21, 2018
Pre-proposal Conference July 9, 2018
Deadline for receipt of questions via email July 17, 2018
Issue Addendum/a (if required) To Be Determined
Proposal Due Date July 26, 2018
Approval from Region 4 ESC August 28, 2018
Contract Effective Date March 1, 2019
CONDITIONS OF SUBMITTING PROPOSALS
IX. Amendment of Proposal: A proposal may be amended up to the time of opening by submitting a
sealed letter to the location indicated on the front page of this solicitation.
X. Withdrawal of Proposals: Withdrawal of proposals prior to the opening date will be permitted.
Withdrawal of response will not be allowed for a period of 120 days following the opening. Pricing will
remain firm for 120 days from submittal. However, consideration may be given in cases where Offeror
advises that it made a clerical error that is substantially lower than it intended. In such case, Offeror
must provide written notice of their desire to withdraw, along with supporting documents, within 3
business days of receiving the acceptance letter or of being requested by Region 4 ESC for clarification
of the proposal, whichever is later. Any contracts entered into prior to Region 4 ESC receiving notice
must be honored.
No Offeror should assume that their withdrawal request has been accepted unless, and until, they
receive written acknowledgment and acceptance of their proposal withdrawal.
XI. Clarifications: Offeror may receive a written request to clarify, in writing, its proposal in order to
determine whether a proposal should be considered for award. The process of clarification is not an
opportunity for an Offeror to revise or modify its proposal, and any response by an Offeror to a written
request for clarification that attempts to revise or modify its proposal shall be given no effect. The
purpose of the request for clarification will be solely made for the purpose of eliminating minor
irregularities, informalities, or apparent clerical mistakes in the proposal, which may be corrected or
waived in the leading agency’s sole discretion.
XII. Non-Responsive Proposals: All proposals will be reviewed for responsiveness to the material
requirements of the solicitation. A proposal that is not materially responsive shall not be eligible for
further consideration for award of the contract, and the Offeror shall receive notice of the rejection of
its proposal.
XIII. Negotiations: Region 4 ESC shall determine which responsive proposals are in the competitive range
and/or are reasonably susceptible of being selected for award. Proposals not in the competitive range
may not be further evaluated. Proposals in the competitive range shall be evaluated on the basis of
price and the other evaluation criteria set forth in the solicitation. In the event that Region 4 ESC
decides to conduct negotiations, notice shall be provided to each Offeror whose proposal is being
considered for award, which notice may identify, in general terms, the elements or factors upon which
Region 4 ESC intends to base its negotiations. Offerors will not be assisted, in any way, to bring their
proposal up to the level of other proposals through discussions. During the course of negotiations, no
Offeror’s technical proposal or pricing shall be revealed to any other Offeror or to any other person who
is not involved with the evaluation process. Region 4 ESC will also not indicate to Offeror a cost or
price that it must meet to either obtain further consideration nor will it provide any information about
other Offerors’ proposals or prices.
XIV. Best and Final Offer: Region 4 ESC, in its sole discretion, may request all Offerors in the competitive
range to submit a Best and Final Offer. Offerors must submit their Best and Final Offers in writing. If Page 10 of 94
an Offeror does not respond to the request for a Best and Final Offer, that Offeror’s most recent prior
offer will be considered to be its Best and Final Offer.
XV. Specifications: When a solicitation contains a specification that states no substitutions, no deviation
from this requirement will be permitted. Offeror must comply with the true intent of the specifications
and drawings and not take advantage of any unintentional error or omission. In cases where no type
and kind of product is specified, specifications have been developed to indicate minimal standards as
to the usage, materials, and contents based on the needs of the members.
References to manufacturer’s specifications (Design Guides), when used by Region 4 ESC, are to be
considered informative to give the Offeror information as to the general style, type and kind requested.
Responses proposing goods, materials or equipment regularly produced by a reputable manufacturer
shall be evaluated by Region 4 ESC which will, in its sole discretion, determine whether such proposed
goods, materials or equipment are substantially equivalent to the Design Guides, considering quality,
workmanship, economy of operation, and suitability for the purpose intended. Offerors should include
all documentation required to evaluate whether or not their proposed goods, materials or equipment
are substantially equivalent to the Design Guides.
XVI. Quality of Materials or Services: Offeror shall state the brand name and number of the materials
being provided. If none is indicated, then it is understood that the Offeror is quoting on the exact brand
name and number specified or mentioned in the solicitation.
However, unless specifically stated otherwise, comparable substitutions will be permitted in cases
where the material is equal to that specified, considering quality, workmanship, economy of operation
and suitability for the purpose intended.
XVII. Samples: Upon request, samples shall be furnished, free of cost, within seven (7) days after receiving
notice of such request. By submitting the proposal Offeror certifies that all materials conform to all
applicable requirements of this solicitation and of those required by law. Offeror agrees to bear the
costs for laboratory testing, if results show that the sample does not comply with solicitation
requirements.
Submissions may be rejected for failing to submit samples as requested.
XVIII. Deviations and Exceptions: Deviations or exceptions stipulated in response may result in
disqualification. It is the intent of Region 4 ESC to award a manufacturer’s complete line of products,
when possible.
XIX. Formation of Contract: A response to this solicitation is an offer to contract with Region 4 ESC based
upon the terms, conditions, scope of work, and specifications contained in this request. A solicitation
does not become a contract until it is awarded by Region 4 ESC. A contract is formed when Region 4
ESC’s board signs the Vendor Contract Signature Form. The prospective vendor must submit a signed
Vendor Signature Form with the response thus, eliminating the need for a formal signing process.
XX. Estimated Quantities: Region 4 ESC anticipates that a substantial number of participating members
will enter into contracts resulting from this solicitation base d on multiple surveys and usage of other
contracts that may have included similar services; however, Region 4 ESC makes no guarantee or
commitment of any kind concerning quantities or usage of contracts resulting from this solicitation. The
volume for this contract is estimated to be from $25 million a year to $50 million a year. This information
is provided solely as an aid to contract vendors in preparing proposals only. The successful Vendor(s)
discount and pricing schedule shall apply regardless of the volume of business under the contract.
XXI. Multiple Awards: Membership includes a large number of potential entities which may utilize this
contract throughout the nation. In order to assure that any ensuing contract(s) will allow Region 4 ESC
to fulfill current and future needs, Region 4 ESC reserves the right to award contract(s) to multiple
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vendors. The decision to award multiple contracts, award only one contract, or to make no awards
rests solely with Region 4 ESC.
XXII. Non-Exclusive: Any contract resulting from this solicitation shall be awarded with the understanding
and agreement that it is for to sole convenience and benefit of participating members. Region 4 ESC
and participating entities reserve the right to obtain like goods and services from other sources.
AWARD PROCESS
XXIII. Award or Rejection of Proposals: In accordance with applicable laws, rules, and regulations
for public purchasing, award(s) will be made to the prospective vendor whose response is determined
to be the most advantageous to participating agencies, price and other factors considered. Region 4
ESC reserves the right to use a “Market Basket Survey” method, based on randomly selected criteria
to determine the most advantageous response. To qualify for evaluation, a proposal must have been
submitted on time, and satisfy all mandatory requirements identified in this solicitation. Proposals that
are materially non-responsive will be rejected and the Offeror will be provided notice of such rejection.
XXIV. Evaluation Process: In evaluating the responses the following predetermined criteria is considered:
Products/Pricing (40 Points)
1. Scope and breadth of products available
2. All products and services available
3. Pricing for all available products and services
4. Pricing for warranties on all products and services
5. Ability of Customers to verify that they received contract pricing
6. Payment methods
7. Other factors relevant to this section as submitted by the proposer
Performance Capability (25 Points)
1. Ability to deliver products and services nationally
2. Response to emergency orders
3. Average Fill Rate
4. Average on time delivery rate
5. Shipping charges
6. Return and restocking policy and applicable fees
7. History of meeting the shipping and delivery timelines
8. Ability to meet service and warranty needs of members
9. Customer service/problem resolution
10. Invoicing process
11. Contract implementation/Customer transition
12. Financial condition of vendor
13. Website ease of use, availability, and capabilities related to ordering, returns and reporting
14. Offeror’s safety record
15. Offeror’s subcontracting plan
16. Instructional materials
17. Other factors relevant to this section as submitted by the proposer
Qualification and Experience (25 Points)
1. Offeror’s reputation in the marketplace
2. Reputation of products and services in the marketplace
3. Past relationship with Region 4 ESC and/or participating agencies
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4. Experience and qualification of key employees
5. Location and number of sales persons who will work on this contract
6. Past experience working with the government sector
7. Exhibited understanding of JOC estimating and delivery method
8. Exhibited understanding of cooperative purchasing
9. Past litigation, bankruptcy, reorganization, state investigations of entity or current officers and
directors
10. Minimum of 10 customer references relating to the products and services within this RFP
11. Other factors relevant to this section as submitted by the proposer
Value Add (10 Points)
1. Marketing plan and capability
2. Sales force training
3. Other factors relevant to this section as submitted by the proposer
XXV. Competitive Range: It may be necessary to establish a competitive range. Factors from the
predetermined criteria will be used to make this determination. Responses not in the competitive range
are unacceptable and do not receive further award consideration.
XXVI. Evaluation: A committee will review and evaluate all responses and make a recommendation for
award of contract(s). The recommendation for contract awards will be based on the predetermined
criteria factors outlined in this solicitation, where each factor is assigned a point value based on its
importance.
XXVII. Past Performance: An Offeror’s performance and actions under previously awarded contracts are
relevant in determining whether or not the Offeror is likely to provide quality goods and services to
TCPN members; including the administrative aspects of performance; the Offeror’s history of
reasonable and cooperative behavior and commitment to customer satisfaction; and generally, the
Offeror’s businesslike concern for the interests of the customer.
OPEN RECORDS POLICY
XXVIII. Proprietary Information: Because contracts are awarded by a governmental entity, all responses
submitted are subject to release as public information after contracts are executed. If an Offeror
believes that its response, or parts of its response, may be exempted from disclosure, the Offeror must
specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In
addition, the Offeror must specify which exception(s) are applicable and provide detailed reasons to
substantiate the exception(s). Offeror must provide this information on the “Acknowledgement and
Acceptance of Region 4 ESC’s Open Records Policy” form found at the beginning of this solicitation.
Any information that is unmarked will be considered public information and released, if requested under
the Public Information Act.
The determination of whether information is confidential and not subject to disclosure is the duty of the
Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render
an opinion and therefore, vague and general claims to confidentiality by the Offeror are not
acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no
responsibility for asserting legal arguments on behalf of any Offeror. Offeror is advised to consult with
their legal counsel concerning disclosure issues resulting from this procurement process and to take
precautions to safeguard trade secrets and other proprietary information.
After completion of award, these documents will be available for public inspection.
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PROTEST OF NON-AWARD
XXIX. Protest Procedure: Any protest of an award or proposed award must be filed in writing within ten (10)
days from the date of the official award notification and must be received by 5:00 pm CT. No protest
shall lie for a claim that the selected Vendor is not a responsible Offeror. Protests shall be filed with
Robert Zingelmann, Chief Financial Officer, Finance and Operations Services, and sent to the Region
4 ESC office at: 7145 West Tidwell Road, Houston, TX 77092. Protests shall include the following:
1.Name, address and telephone number of protester
2.Original signature of protester or its representative
3.Identification of the solicitation by RFP number
4.Detailed statement of legal and factual grounds including copies of relevant documents; and the
form of relief requested.
5.Any protest review and action shall be considered final with no further formalities being considered.
LIMITATION OF LIABILITY
XXX. Waiver: BY SUBMITTING A PROPOSAL, OFFER EXPRESSLY AGREES TO WAIVE ANY
CLAIM IT HAS OR MAY HAVE AGAINST BOTH THE COOPERATIVE PURCHASING
NETWORK AND REGION 4 EDUCATION SERVICE CENTER, ITS DIRECTORS,
OFFICERS, ITS TRUSTEES, OR AGENTS ARISING OUT OF OR IN CONNECTION WITH
(1) THE ADMINISTRATION, EVALUATION, RECOMMENDATION OF ANY PROPOSAL; (2)
ANY REQUIREMENTS UNDER THE SOLICITATION, PROPOSAL PACKAGE, OR
RELATED DOCUMENTS; (3) THE REJECTION OF ANY PROPOSAL OR ANY PART OF
ANY PROPOSAL; AND/OR (4) THE AWARD OF A CONTRACT, IF ANY.
XXXI.NEITHER REGION 4 ESC NOR TCPN SHALL BE RESPONSIBLE OR LIABLE FOR ANY
COSTS INCURRED BY PROPOSERS OR THE SELECTED VENDOR IN CONNECTION
WITH RESPONDING TO THE RFP, PREPARING FOR ORAL PRESENTATIONS,
PREPARING AND SUBMITTING A PROPOSAL, ENTERING OR NEGOTIATING THE
TERMS OF A CONTRACT, OR ANY OTHER EXPENSES INCURRED BY A PROPOSER.
THE PROPOSER OR SELECTED VENDOR IS WHOLLY RESPONSIBLE FOR ANY SUCH
COSTS AND EXPENSES AND SHALL NOT BE REIMBURSED IN ANY MANNER BY REGION
4 ESC OR TCPN.
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APPENDIX A
VENDOR CONTRACT AND SIGNATURE FORM
This Vendor Contract and Signature Form (“Contract”) is made as of ___________________2018,
by and between (“Vendor”) and Region 4 Education Service Center
(“Region 4 ESC”) for the purchase of Roofing Products, Services, and Job-Order-Contracting
Services (“the products and services”).
RECITALS
WHEREAS, both parties agree and understand that the following pages will constitute the contract
between the successful vendor(s) and Region 4 ESC, having its principal place of business at 7145
West Tidwell Road, Houston, TX 77092.
WHEREAS, Vendor agrees to include, in writing, any required exceptions or deviations from these
terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC,
said exceptions or deviations will be incorporated into the final contract “Vendor Contract.”
WHEREAS, this contract consists of the provisions set forth below, including provisions of all
attachments referenced herein. In the event of a conflict between the provisions set forth below and
those contained in any attachment, the provisions set forth below shall control.
WHEREAS, the Vendor Contract will provide that any state, county, special district, local government,
school district, private K-12 school, technical or vocational school, higher education institution
(including community colleges, colleges and universities, both public and private), other government
agencies or non-profit organization may purchase products and services at prices indicated in the
Vendor Contract upon registering and becoming a member with TCPN; and it being further understood
that Region 4 ESC shall act as the Lead Public Agency with respect to all such purchase agreements.
WHEREAS, TCPN has the administrative and legal capacity to administer purchases on behalf of
Region 4 ESC under the Vendor Contract with participating public agencies and entities, as permitted
by applicable law.
ARTICLE 1- GENERAL TERMS AND CONDITIONS
1.1 TCPN shall be afforded all of the rights, privileges and indemnifications afforded to Region 4 ESC
under the Vendor Contract, and such rights, privileges and indemnifications shall accrue and apply
with equal effect to TCPN, including, without limitation, Vendors obligation to provide insurance and
other indemnifications to Lead Public Agency.
1.2 Awarded vendor shall perform all duties, responsibilities and obligations, set forth in this agreement,
and required under the Vendor Contract.
1.3 TCPN shall perform its duties, responsibilities and obligations as administrator of purchases, set forth
in this agreement, and required under the Vendor Contract.
1.4 Purchasing procedure:
Purchase orders are issued by participating governmental agencies to the awarded vendor
indicating on the PO “Per TCPN Contract # R .”
Vendor delivers goods/services directly to the participating agency.
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Awarded vendor invoices the participating agency directly.
Awarded vendor receives payment directly from the participating agency.
Awarded vendor reports sales monthly to TCPN.
1.5 Customer Support: The vendor shall provide timely and accurate technical advice and sales support
to Region 4 ESC staff, TCPN staff and participating agencies. The vendor shall respond to such
requests within one (1) working day after receipt of the request.
ARTICLE 2- ANTICIPATED TERM OF AGREEMENT
2.1 Unless otherwise stated, all contracts are for a period of two (2) years with an option to renew annually
for an additional three (3) years if agreed to by Region 4 ESC. Region 4 ESC will notify the vendor in
writing if the contract is extended. Awarded vendor shall honor all administrative fees for any sales
made based on the contact whether renewed or not.
2.2 Region 4 ESC shall review the contract prior to the renewal date and notify the current awarded vendor,
no less than ninety (90) days of Region 4 ESC’s intent renew the contract. Upon receipt of notice,
awarded vendor must notify Region 4 ESC if it elects not to renew. Awarded vendor shall honor the
administrative fee for any sales incurred throughout the life of the contract on any sales made based
on a Region 4 ESC contract whether awarded a renewal or not. Region 4 ESC reserves the right to
exercise each two-year extension annually.
ARTICLE 3- REPRESENTATIONS AND COVENANTS
3.1. Scope: This contract is based on the need to provide the economic benefits of volume purchasing and
reduction in administrative costs through cooperative purchasing to schools and other members.
Although contractors may restrict sales to certain public units (for example, state agencies or local
government units), any contract that prohibits sales from being made to public school districts may not
be considered. Sales without restriction to any Members are preferred. These types of contracts are
commonly referred to as being “piggybackable.”
3.2. Compliance: Cooperative Purchasing Agreements between TCPN and its Members have been
established under state procurement law.
3.3. Offeror’s Promise: Offeror agrees all prices, terms, warranties, and benefits granted by Offeror to
Members through this contract are comparable to or better than the equivalent terms offered by Offeror
to any present customer meeting the same qualifications or requirements.
ARTICLE 4- FORMATION OF CONTRACT
4.1. Offeror Contract Documents: Region 4 ESC will review proposed Offeror contract documents.
Vendor’s contract document shall not become part of Region 4 ESC’s contract with vendor unless and
until an authorized representative of Region 4 ESC reviews and approves it.
4.2. Form of Contract: The form of contract for this solicitation shall be the Request for Proposal, the
awarded proposal(s) and best and final offer(s), and properly issued and reviewed purchase orders
referencing the requirements of the Request for Proposals. If a firm submitting an offer requires Region
4 ESC and/or Member to sign an additional agreement, a copy of the proposed agreement must be
included with the proposal.
4.3. Entire Agreement (Parol evidence): The contract, as specified above, represents the final written
expression of agreement. All agreements are contained herein and no other agreements or
representations that materially alter it are acceptable.
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4.4. Assignment of Contract: No assignment of contract may be made without the prior written approval
of Region 4 ESC. Purchase orders and payment can only be made to awarded vendor unless otherwise
approved by Region 4 ESC. Awarded vendor is required to notify Region 4 ESC when any material
change in operations is made that may adversely affect members (i.e. bankruptcy, change of
ownership, merger, etc.).
4.5. Novation: If contractor sells or transfers all assets or the entire portion of the assets used to perform
this contract, a successor in interest must guarantee to perform all obligations under this contract.
Region 4 ESC reserves the right to accept or reject any new party. A simple change of name
agreement will not change the contractual obligations of contractor.
4.6. Contract Alterations: No alterations to the terms of this contract shall be valid or binding unless
authorized and signed by a Region 4 ESC staff member.
4.7. Order of Precedence: In the event of a conflict in the provisions of the contract as accepted by Region
4 ESC, the following order of precedence shall prevail:
Special terms and conditions
General terms and conditions
Specifications and scope of work
Attachments and exhibits
Documents referenced or included in the solicitation 4.8 Supplemental Agreements: The entity participating in the Region 4 ESC contract and awarded vendor may enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively between the participating entity and awarded vendor. Neither Region 4 ESC, TCPN, its agents, members and employees shall be made party to any claim for breach of such agreement.
4.9 Adding authorized distributors/dealers: Awarded vendors are prohibited from authorizing additional
distributors or dealers, other than those identified at the time of submitting their proposal, to sell under
their contract award without notification and prior written approval from TCPN. Awarded vendors must
notify TCPN each time it wishes to add an authorized distributor or dealer. Purchase orders and
payment can only be made to awarded vendor unless otherwise approved by TCPN. Pricing provided
to members by added distributors or dealers must also be less than or equal to the pricing offered by
the awarded contract holder, unless otherwise approved by TCPN.
ARTICLE 5- TERMINATION OF CONTRACT
5.1. Cancellation for Non-Performance or Contractor Deficiency: Region 4 ESC may terminate any contract if Members have not used the contract, or if purchase volume is determined to be low volume in any 12-month period. Region 4 ESC reserves the right to cancel the whole or any part of this contract due to failure by contractor to carry out any obligation, term or condition of the contract. Region 4 ESC may issue a written deficiency notice to contractor for acting or failing to act in any of the following:
i. Providing material that does not meet the specifications of the contract; ii. Providing work and/or material that was not awarded under the contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications; iv. Failing to complete required work or furnish required materials within a reasonable amount of time; v. Failing to make progress in performance of the contract and/or giving Region 4 ESC reason to believe that contractor will not or cannot perform the requirements of the contract; and/or
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vi. Performing work or providing services under the contract prior to receiving an authorized purchase order from Region 4 ESC or participating member prior to such work Upon receipt of a written deficiency notice, contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in contract cancellation. Upon cancellation under this paragraph, all good s, materials, work, documents, data and reports prepared by contractor under the contract shall become the property of the Member on demand.
5.2 Termination for Cause: If, for any reason, the Vendor fails to fulfill its obligation in a timely manner, or if the vendor violates any of the covenants, agreements, or stipulations of this contract Region 4 ESC reserves the right to terminate the contract immediately and pursue all other applicable remedies afforded by law. Such termination shall be effective by delivery of notice, to the vendor, specifying the effective date of termination. In such event, all documents, data, studies, surveys, drawings, maps, models and reports prepared by vendor for this solicitation may become the property of the participating agency or entity. If such event does occur, then vendor will be entitled to receive just and equitable compensation for the satisfactory work completed on such documents.
5.3 Delivery/Service Failures: Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the contract to be terminated. In the event that the participating agency or entity must purchase in an open market, contractor agrees to reimburse the participating agency or entity, within a reasonable time period, for all expenses incurred.
5.4 Force Majeure: If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch.
The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the United States or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty.
5.5 Standard Cancellation: Region 4 ESC may cancel this contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order. Vendor may be requested to provide additional items not already on contract at any time.
ARTICLE 6- LICENSES
6.1 Duty to keep current license: Vendor shall maintain in current status all federal, state and local
licenses, bonds and permits required for the operation of the business conducted by vendor. Vendor
shall remain fully informed of and in compliance with all ordinances and regulations pertaining to the
lawful provision of services under the contract. Region 4 ESC reserves the right to stop work and/or
cancel the contract of any vendor whose license(s) expire, lapse, are suspended or terminated.
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6.2 Survival Clause: All applicable software license agreements, warranties or service agreements that
were entered into between Vendor and Customer under the terms and conditions of the Contract shall
survive the expiration or termination of the Contract. All Purchase Orders issued and accepted by
Order Fulfiller shall survive expiration or termination of the Contract.
ARTICLE 7- DELIVERY PROVISIONS
7.1 Delivery: Vendor shall deliver said materials purchased on this contract to the Member issuing a
Purchase Order. Conforming product shall be shipped within 7 days of receipt of Purchase Order. If
delivery is not or cannot be made within this time period, the vendor must receive authorization from
the purchasing agency for the delayed delivery. At this point the participating entity may cancel the
order if estimated shipping time is not acceptable.
7.2 Inspection & Acceptance: If defective or incorrect material is delivered, purchasing agency may
make the determination to return the material to the vendor at no cost to the purchasing agency. The
vendor agrees to pay all shipping costs for the return shipment. Vendor shall be responsible for
arranging the return of the defective or incorrect material.
ARTICLE 8- BILLING AND REPORTING
8.1 Payments: The entity using the contract will make payments directly to the awarded vendor.
Payment shall be made after satisfactory performance, in accordance with all provisions thereof, and
upon receipt of a properly completed invoice.
8.2 Invoices: The awarded vendor shall submit invoices to the participating entity clearly stating “Per
TCPN Contract”. The shipment tracking number or pertinent information for verification shall be made
available upon request.
8.3 Tax Exempt Status: Since this is a national contract, knowing the tax laws in each state is the sole
responsibility of the vendor.
8.4 Reporting: The awarded vendor shall provide TCPN with an electronic accounting report, in a format
prescribed by TCPN, on a monthly basis summarizing all contract Sales for the applicable month.
Reports of Contract Sales for Region 4 ESC and member agencies in each calendar month shall be
provided by awarded vendor to TCPN by the 10th day of the following month. If there are no sales to
report, Vendor is still required to communicate that information via email.
Failure to provide a monthly report of the administrative fees within the time and manner specified
herein shall constitute a material breach of this contract and if not cured within thirty (30) days of written
to Supplier shall be deemed a cause for termination of the contract at Region 4 ESC’s sole discretion.
ARTICLE 9- PRICING
9.1 Best price guarantee: The awarded vendor agrees to provide pricing to Region 4 ESC and its
participating entities that are the lowest pricing available and the pricing shall remain so throughout the
duration of the contract. Pricing offered to Federal government buying consortiums for goods and
services is exempt from this requirement. The awarded vendor, however, agrees to lower the cost of
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any product purchased through TCPN following a reduction in the manufacturer or publisher's direct
cost.
9.2 Price increase: Should it become necessary or proper during the term of this contract to make any
change in design or any alterations that will increase expense Region 4 ESC must be notified
immediately. Price increases must be approved by Region 4 ESC and no payment for additional
materials or services, beyond the amount stipulated in the contract, shall be paid without prior approval.
All price increases must be supported by manufacture documentation, or a formal cost justification
letter.
Awarded vendor must honor previous prices for thirty (30) days after approval and written notification
from Region 4 ESC if requested.
It is the awarded vendor’s responsibility to keep all pricing up to date and on file with Region 4 ESC.
All price changes must be provided to Region 4 ESC, using the same format as was accepted in the
original contract.
9.3 Additional Charges: All deliveries shall be freight prepaid, F.O.B. destination and shall be included in
all pricing offered unless otherwise clearly stated in writing.
9.4 Price reduction and adjustment: Price reduction may be offered at any time during contract and shall become effective upon notice of acceptance from Region 4 ESC. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all Members equally; 2) reduction is for a specific time period, normally not less than thirty (30) days; 3) original price is not exceeded after the time-limit; and 4) Region 4 ESC has approved the new prices prior to any offer of the prices to a Member. Vendor shall offer Region 4 ESC any published price reduction during the contract period.
9.5 Prevailing Wage: It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the purchaser (Region 4 ESC or its Members). It shall further be the responsibility of the Vendor to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of this contract and adjust wage rates accordingly.
9.6 Administrative Fees: All pricing submitted to Region 4 ESC shall include the administrative fee to be remitted to TCPN by the awarded vendor.
The awarded vendor agrees to pay administrative fees monthly to TCPN in the amount of 3% of the
total purchase amount paid to awarded vendor, less refunds, credits on returns, rebates and discounts,
for the sale of products and/or services to Region 4 ESC and member agencies pursuant to the contract
(as amended from time to time and including any renewal thereof) ("Contract Sales").
Administrative fee payments are to accompany the contract monthly sales report by the 10th day of the
following month, in the amount indicated on the report as being due. Administrative fee payments are
to be paid by the awarded vendor via Automated Clearing House to a TCPN designated financial
institution.
Failure to provide a monthly payment of the administrative fees within the time and manner specified
herein shall constitute a material breach of the contract and if not cured within thirty (30) day of written
notice to awarded vendor shall be deemed a cause for termination of the contract, at Region 4 ESC’s
sole discretion.
All administrative fees not paid when due shall bear interest at a rate equal to the lesser of 1 ½% per
month or the maximum rate permitted by law until paid in full.
ARTICLE 10- PRICING AUDIT
10.1 Audit rights: Vendor shall, at Vendor’s sole expense, maintain appropriate due diligence of all purchases made by Region 4 ESC and any entity that utilizes this Agreement. TCPN and Region 4 ESC each reserve the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1)
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year from the effective date of termination. In the State of New Jersey, this audit right shall survive termination of this Agreement for a period of five (5) years from the date of final payment. Such records shall be made available to the New Jersey Office of the State Comptroller upon request. Region 4 ESC shall have the authority to conduct random audits of Vendor’s pricing that is offered to eligible entities at Region 4 ESC's sole cost and expense. Notwithstanding the foregoing, in the event that Region 4 ESC is made aware of any pricing being offered to eligible agencies that is materially inconsistent with the pricing under this agreement, Region 4 ESC shall have the ability to conduct an extensive audit of Vendor’s pricing at Vendor’s sole cost and expense. Region 4 ESC may conduct the audit internally or may engage a third-party auditing firm. In the event of an audit, the requested materials shall be provided in the format and at the location designated by Region 4 ESC or TCPN.
ARTICLE 11- OFFEROR PRODUCT LINE REQUIREMENTS
11.1 Current products: Proposals shall be for materials and equipment in current production and marketed to the general public and education/government agencies at the time the proposal is submitted.
11.2 Discontinued products: If a product or model is discontinued by the manufacturer, vend or may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model.
11.3 New products/Services: New products and/or services that meet the scope of work may be added to the contract. Pricing shall be equivalent to the percentage discount for other products. Vendor may replace or add product lines to an existing contract if the line is replacing or supplementing products on contract, is equal or superior to the original products offered, is discounted in a similar or to a greater degree, and if the products meet the requirements of the solicitation. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject any additions without cause.
11.4 Options: Optional equipment for products under contract may be added to the contract at the time they become available under the following conditions: 1) the option is priced at a discount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability.
11.5 Product line: Offerors with a published catalog may submit the entire catalog. Region 4 ESC reserves the right to select products within the catalog for award without having to award all contents. Region 4 ESC may reject any addition of equipment options without cause.
11.6 Warranty conditions: All supplies, equipment and services shall include manufacturer's minimum
standard warranty and one (1) year labor warranty unless otherwise agreed to in writing.
11.7 Buy American requirement: (for New Jersey and all other applicable States) Vendors may only use
unmanufactured construction material mined or produced in the United States, as required by the Buy
American Act. Where trade agreements apply, to the extent permitted by applicable law, then
unmanufactured construction material mined or produced in a designated country may also be used.
Vendors are required to check state specific requirements to ensure compliance with this requirement.
ARTICLE 12- SITE REQUIREMENTS
12.1 Cleanup: Vendor shall clean up and remove all debris and rubbish resulting from their work as required or directed by Member. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean and unobstructed condition.
12.2 Preparation: Vendor shall not begin a project for which Member has not prepared the site, unless vendor does the preparation work at no cost, or until Member includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to: moving furniture, installing wiring for networks or power, and similar pre-installation requirements.
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12.3 Registered sex offender restrictions: For work to be performed at schools, vendor agrees that no employee or employee of a subcontractor who has been adjudicated to be a registered sex offender will perform work at any time when students are or are reasonably expected to be present. Vendor agrees that a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at the Member’s discretion. Vendor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge.
12.4 Safety measures: Vendor shall take all reasonable precautions for the safety of employees on the worksite, and shall erect and properly maintain all necessary safeguards for protection of workers and the public. Vendor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law and standard practices to protect workers, general public and existing structures from injury or damage.
12.5 Smoking: Persons working under the contract shall adhere to local smoking policies. Smoking will only be permitted in posted areas or off premises.
12.6 Stored materials: Upon prior written agreement between the vendor and Member, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Member prior to payment. Such materials must be stored and protected in a secure location, and be insured for their full value by the vendor against loss and damage. Vendor agrees to provide proof of coverage and/or addition of Member as an additional insured upon Member’s request. Additionally, if stored offsite, the materials must also be clearly identified as property of buying Member and be separated from other materials. Member must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary.
Until final acceptance by the Member, it shall be the Vendor's responsibility to protect all materials and
equipment. The Vendor warrants and guarantees that title for all work, materials and equipment shall
pass to the Member upon final acceptance.
ARTICLE 13- MISCELLANEOUS
13.1 Funding Out Clause: Any/all contracts exceeding one (1) year shall include a standard “funding out”
clause. A contract for the acquisition, including lease, of real or personal property is a commitment of
the entity’s current revenue only, provided the contract contains either or both of the following
provisions:
“Retains to the entity the continuing right to terminate the contract at the expiration of each budget
period during the term of the contract and is conditioned on a best effort attempt by the entity to obtain
appropriate funds for payment of the contract.”
13.2 Disclosures: Offeror affirms that he/she has not given, offered to give, nor intends to give at any time
hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor
or service to a public servant in connection with this contract.
Include a complete description of any and all relationships that might be considered a conflict of interest
in doing business with participants in TCPN.
The Offeror affirms that, to the best of his/her knowledge, the offer has been arrived at independently,
and is submitted without collusion with anyone to obtain information or gain any favoritism that would
in any way limit competition or give an unfair advantage over other vendors in the award of this contract.
13.3 Indemnity: The awarded vendor shall protect, indemnify, and hold harmless both Region 4 ESC and
TCPN and its participants, administrators, employees and agents against all claims, damages, losses
and expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor
subcontractors in the preparation of the solicitation and the later execution of the contract, including
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any supplemental agreements with members. Any litigation involving either Region 4 ESC or TCPN,
its administrators and employees and agents will be in Harris County, Texas. Any litigation involving
TCPN members shall be in the jurisdiction of the participating agency.
13.4 Franchise Tax: The Offeror hereby certifies that he/she is not currently delinquent in the payment of
any franchise taxes.
13.5 Marketing: Awarded vendor agrees to allow Region 4 ESC/TCPN to use their n ame and logo within
website, marketing materials and advertisement. Any use of TCPN name and logo or any form of
publicity, inclusive of press releases, regarding this contract by awarded vendor must have prior
approval from TCPN.
13.6 Certificates of Insurance: Certificates of insurance shall be delivered to the Region 4 ESC participant
prior to commencement of work. The insurance company shall be licensed in the applicable state in
which work is being conducted. The awarded vendor shall give the participating entity a minimum of
ten (10) days’ notice prior to any modifications or cancellation of policies. The awarded vendor shall
require all subcontractors performing any work to maintain coverage as specified.
13.7 Legal Obligations: It is the Offeror’s responsibility to be aware of and comply with all local, state, and
federal laws governing the sale of products/services identified in this RFP and any awarded contract
and shall comply with all while fulfilling the RFP. Applicable laws and regulation must be followed even
if not specifically identified herein.
13.8 Open Records Policy: Because Region 4 ESC contracts are awarded by a governmental entity,
responses submitted are subject to release as public information after contracts are executed. If a
vendor believes that its response, or parts of its response, may be exempted from disclosure, the
vendor must specify page-by-page and line-by-line the parts of the response, which it believes, are
exempt. In addition, the Offeror must specify which exception(s) are applicable and provide detailed
reasons to substantiate the exception(s). Offeror must provide this information on the
“Acknowledgement and Acceptance of Region 4 ESC’s Open Records Policy” form found at the
beginning of this solicitation. Any information that is unmarked will be considered public information
and released, if requested under the Public Information Act.
The determination of whether information is confidential and not subject to disclosure is the duty of the
Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render
an opinion and therefore, vague and general claims to confidentiality by the Offeror are not
acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no
responsibility for asserting legal arguments on behalf of any vendor. Offeror is advised to consult with
their legal counsel concerning disclosure issues resulting from this procurement process and to take
precautions to safeguard trade secrets and other proprietary information.
After completion of award, these documents will be available for public inspection.
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VENDOR CONTRACT SIGNATURE FORM
The undersigned hereby proposes and agrees to furnish goods and/or services in strict compliance
with the terms, specifications and conditions at the prices proposed within response unless noted in
writing. The undersigned further certifies that he/she is an officer of the company and has authority to
negotiate and bind the company named below and has not prepared this proposal in collusion with any
other Offeror and that the contents of this proposal as to prices, terms or conditions of said proposal
have not been communicated by the undersigned nor by any employee or agent to any person engaged
in this type of business prior to the official opening of this proposal.
Prices are guaranteed: 120 days
Company name
Address
City/State/Zip
Telephone No.
Fax No.
Email address
Printed name
Position with company
Authorized signature
Accepted by The Cooperative Purchasing Network:
Term of contract to
Unless otherwise stated, all contracts are for a period of two (2) years with an option to renew annually
for an additional three (3) years if agreed to by Region 4 ESC and the awarded vendor. Awarded
vendor shall honor all administrative fees for any sales made based on a contract whether renewed or
not.
Region 4 ESC Authorized Board Member Date
Print Name
Region 4 ESC Authorized Board Member Date
Print Name
TCPN Contract Number
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Appendix B:
PRODUCT / SERVICES SPECIFICATIONS
It is the intention of Region 4 ESC to establish an annual contract with highly qualified vendor(s) for
Roofing Products, Services, and Job-Order Contracting Services on a national basis. Vendor(s)
shall, at the request of any participating agency, provide these covered services under the terms of
this RFP and the CONTRACT TERMS AND CONDITIONS. Vendor shall assist the participating
agency with making a determination of its individual needs, as stated below.
The vendor shall furnish all necessary labor, materials, tools, supplies, equipment, transportation,
supervision, management and shall perform all operations necessary and required for construction
work. All work shall be performed in accordance with the requirements set forth in the resulting
contract and each mutually agreed upon work request or purchase order issued by the participating
agency.
Vendors are encouraged to offer turn-key solutions to address the full range of roofing products and
services being sought in this solicitation, including installation, maintenance, repair, and asset
management. However, offering a turn-key solution is not a requirement that must be met in order
to be considered for award.
Those vendors seeking multiple state awards should provide contractor license to work in the
requested states and propose a separate coefficient for each.
If vendor is awarded a contract for the requested states and later decides to request additional states
to work in under the contract, then a written request must be made to Region 4 ESC requesting the
additional state(s). In addition, the contractor must provide proof of license and bonding capability
to work in the requested new state(s) along with proof of insurance and other relevant documents.
If a respondent is awarded a contract for the requested states and later decides to request that
additional affiliates be allowed to work on this contract, then a written request must be made to
Region 4 ESC regarding the addition of the affiliate(s). Successful Respondents must also submit a
written request to Region 4 ESC if they wish to discontinue an affiliate from doing work on this
contract. All work done under this contract by affiliates, subcontractors or other parties will be the
responsibility of the primary contract holder.
The contractor should describe in its business plan how it will include and work with local
subcontractors and how it will work with local architects and engineers, especially those A&E firms
already working with client members.
Region 4 ESC encourages the use of HUBs, MWBEs and SBEs both as prime and subcontractors.
However, they must meet the same minimum standards and requirements as the prime contractor.
It will be the responsibility of the prime contractor to pre-qualify their subcontractors. Some client
members will have a set goal for subcontracting requirements and will require that a plan be attached
as an addendum to the PO outlining how the contractor will endeavor to meet their goal. Specific
plans as part of the contractors’ business plan to meet these goals will be part of the overall
contractor’s evaluation process as well as selection process for certain client members as a
requirement for their delivery orders.
The contractor, at his expense and included as part of overhead, will provide adequate insurance
coverage meeting at a minimum the requirements of the State of Texas or the state where the job
is located. The vendor, if awarded a contract, will provide within 14 days but prior to the
commencement of work, a certificate of insurance showing that Region 4 ESC has been named as
additional insured. If the member has higher insurance requirements, those requirements may be
added as an addendum to the purchase order.
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Recognized holidays include: Presidents Day, Easter, Memorial Day, Independence Day, Labor
Day, Thanksgiving Day, Christmas Day and New Year’s Day.
Regular work hours will be 7am to 6pm local time unless otherwise agreed by the participating
agency. A schedule for performance of work that can be met without planned overtime is the
responsibility of the Contractor, unless otherwise requested by the owner.
JOB-ORDER-CONTRACTING DELIVERY METHOD
As appropriate and allowed by chapter 2269 of the Texas Government Code, contractors may
deliver projects through the job order contracting delivery method under this contract. Contractors
should demonstrate their experience with JOC estimating and delivery on at least 5 previous
projects as requested in Appendix F.
PERFORMANCE BOND PLAN
The contractor shall submit a detailed performance bond plan that will meet the participating
agency’s local and state statutory requirements. The vendor is required to be knowledgeable and
current on all statutory requirements for bonding. This should include, but is not limited to, a letter
from a surety company that is licensed to do business in the states being proposed in the submittal.
Vendors shall also provide a written statement acknowledging that they can provide surety letters
for any affiliates to Region 4 ESC or participating agencies upon request. Vendors may need to
provide additional capacity as work orders increase. Bonds will not require that a fee be paid to
Region 4 ESC. The actual cost of the bond will be a pass-through expense to the client and added
to the purchase order.
SAFETY/ENVIRONMENTAL PLAN
The contractor shall submit a detailed safety plan with their submittal. It should specifically address
how the contractor will implement this plan with the subcontractors. The safety plan will need to
address OSHA compliance, environmental compliance, drug testing, trend analysis and
noncompliance corrective action. It should also state whether a safety officer will interact with the
client member’s staff and management of safety and environmental issues while working in
occupied areas.
QUALITY ASSURANCE/QUALITY CONTROL PROGRAM
The contractor shall submit a QA/QC plan within with their submittal. This plan shall detail the day
to day surveillance of work and provide documentation of deficiencies and corrective actions. It
should note subcontractor compliance issues and trend analysis and how inspectors will interface
and work with both the subcontractors and the participating agency’s staff.
SUBCONTRACTING PLAN AND/OR EXPLANATION OF APPLICABLE AFFILIATE
RELATIONSHIPS
The contractor shall submit a subcontracting plan with their submittal. This plan will explain the
subcontracting procedures providing assurances that the subcontractors meet the same high
standards as the contractor. This will include a subcontractor’s log, subcontractor qualification form,
felony conviction notice and child and sex offender notice. This plan will also address how the vendor
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will implement his safety plan with subcontractors (may reference the vendor’s safety plan). The
subcontractors will be held to the same standards as the primary roofing contractor.
A distinct portion of the subcontracting plan needs to deal with attracting, utilizing and mentoring
small and disadvantaged businesses including how your company will attract these firms. Describe
how your company will institute a prompt payment plan upon completion and acceptance of their
work and how your company will make progress payments to subcontractors on long term job
orders.
The contractor shall submit a plan detailing the relationship with any applicable affiliates that may
do work under this contract. This submittal should include, but is not limited to, work history,
credentials, PO processes, and process to maintain upstanding workmanship and service.
PRODUCT PERFORMANCE MINIMUM REQUIREMENTS
All roof systems must meet the regulatory requirements of the International Building Code, all
applicable state and local codes for public buildings, including, but not limited to, UL 790, Class A,
and FM Class 1-90 Fastening Standards. The prime contractor awarded a contract will comply with
the latest, most stringent industry-standard construction details published by the National Roofing
Contractors Association’s the NRCA Roofing and Waterproofing Manual, 4th edition. (NRCA,
10255 W. Higgins road, Suite 600, Rosemont, IL 60018 || 847-299-9070 || Fax 847-299-1183). Any
deviations, such as the use of proprietary designs of the prime contractor or special construction for
regional climatic conditions, must be identified and explicitly agreed to by the participating agency.
ASSOCIATED PROJECT SUPPORT REQUIREMENTS
The contractor shall remove movable furniture in the work area and place it back in the required
location upon completion. The purchase, delivery and storage of project construction materials
should not interfere with the client’s operations. Damages that occur to the client’s facilities or
equipment must be repaired or purchased to like or better condition by the vendor at no charge. All
permits will be acquired by the vendor and invoiced at cost as part of the purchase order, unless
they are provided by the participating agency.
Region 4 ESC or its representative reserves the right to inspect any project and review the
contractor’s project files, documentation, and correspondence.
Utilities at the job sites will be furnished free of charge to the vendor by the participating agency.
Water will be furnished free, with all of the taps, connections and associated equipment supplied
free of charge to the vendor or supplied by the vendor and charged to the client. Upon project
completion, the connections will be removed at the direction of the client.
It is the contractor’s responsibility to analyze their electrical needs and the ability of the client’s facility
to accommodate his request. The electricity at the job site will be free to the vendor. It will be the
responsibility of the contractor to coordinate his requests and needs with the client. If additional
capacity is required, the contractor is responsible for arranging for the equipment, the installation
and removal at his own expense. If possible, toilet facilities will be made available by the client or
the vendor will make arrangements for portable toilets.
The participating agency reserves the right to require the contractor’s employees, representatives
and consultants to wear identification and stay in designated work areas at all times while on the
participating agency’s property. The participating agency shall have the right to affect the immediate
removal of any person associated with the contractor from the member’s property for failure to wear
identification, for being outside a designated work area, or for engaging in any behavior that the
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member deems inappropriate directed toward or in the vicinity of students, employees, officials, or
guests of the participating agency.
Contractor shall perform the appropriate background checks of any personnel that will be performing
the services within the proximity of minors. Vendor shall notify the participating agency of any
proposed employee who has been convicted, pled guilty or pled “no contest” to a criminal offense,
and the participating agency reserves the right to reject the proposed employee with a criminal
background. No person employed by the vendor who has been found guilty of any criminal offenses
shall be allowed into the work site without prior approval of the participating agency.
Description of Products and Services Offered
(Note: Pricing is to be provided separately in the Pricing tab)
A listing of products and services that should be offered under this contract is provided in the
Pricing tab, but the offering need not be limited by this listing. Contractor may provide additional
products and services either in this section or the value-add section. Pricing on these non-line
items products and services can be addressed through a margin, a unit price book, or any
other auditable pricing mechanism. Any product or service offered must have pricing that can
be audited as outlined in the Pricing section in this solicitation (Appendix C). Contractors may
propose a Unit Price Book to be used as an alternate pricing mechanism for special situations
and for JOC delivery. Provide the coefficient(s) for all applicable regions for the unit price book
proposed on the final page provided in the Pricing tab.
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Appendix C:
PRICING
Electronic Price Lists
Offerors must submit products, services, warranties, etc. in price list.
Prices listed will be used to establish the extent of a manufacturer’s product lines, services,
warranties, etc. that are available from a particular Offeror and the pricing per item.
Services such as installation, delivery, tech support, training, and other services must be priced
or listed as free in order to be offered on the contract. Unlisted services will not be accepted.
Electronic price lists must contain the following: (if applicable)
Manufacturer part #
Contractor part # (if different from manufacturer part #)
Description
Manufacturers Suggested List Price and Net Price
Net price to Region 4 ESC (including freight)
Media submitted for price list must include the Offeror’s company name, name of the
solicitation, and date on a Flash Drive (i.e. Pin or Jump Drives).
Please submit price lists and/or catalogs in excel or delimited format only.
Not to Exceed Pricing
Region 4 ESC requests pricing be submitted as not to exceed for any participating entity.
Unlike fixed pricing the awarded contractor can adjust submitted pricing lower if needed but,
cannot exceed original pricing submitted for solicitation.
Contractor must allow for lower pricing to be available for similar product and service purchases.
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Number Description of Cost Factors Unit of
Measure Offeror's Bid
Water Resistant Roofing
1 Pressure cleaning, vertical walls SF
2 Pressure cleaning, horizontal surfaces SF
3
Roof scanning to identify wet or
substandard room components to be
removed
SF
4 Asphalt emulsion coating,
waterproofing, brush applied, per coat SF
5 Rubberized coating waterproofing, brush
applied, per coat SF
6 Vinyl/acrylic resin, dampproofing,
brush applied per coat. SF
7 Non-pigmented synthetic resin,
waterproofing, one coat sprayed on SF
8 Caulking: remove existing, clean and
prime joint LF
9 Caulking, epoxied urethane compound,
2 component, 1/4” x 1/4”, in place LF
10 Caulking, polyurethane, 1 component,
1/4” x 1/4”, in place LF
11 Caulking, polyurethane, 1 component,
1/2” x 1/2”, in place LF
12 Caulking, silicone rubber, 1 component,
1/4” x 1/4”, in place LF
13 Caulking, epoxied urethane compound,
2 component, 1/4” x 1/4”, in place LF
14 Caulking, silicone rubber, 1 component,
3/4” x 3/8”, in place LF
15 Backer rod, polyethylene, 3/8”
diameter, installed in prepared opening LF
16 Backer rod, polyethylene, 1/2”
diameter, installed in prepared opening LF
17 Backer rod, polyethylene, 3/4”
diameter, installed in prepared opening LF
18 Backer rod, polyethylene, 1” diameter,
installed in prepared opening LF
19 Building paper, asphalt felt sheathing
paper, 1 ply, 15#, in place SF
20 Building paper, asphalt felt sheathing
paper, 1 ply, 40#, in place SF
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21 Building paper, red rosin paper, 5 square
rolls, 4#, in place SF
22
Vapor retarder adhered, 2 ply inorganic,
glass Type 15, applied in Type IV (or
appropriate type) asphalt, in place
SF
23
Vapor retarder, 2 ply organic, Type 15
pound, applied in Type IV asphalt (or
appropriate type), in place
SF
24
Vapor retarder; 2-ply inorganic, glass,
Type IV, applied in cold adhesive to 4’ x
8’ x 1/4” glass-mat embedded, water
resistant gypsum core panel
mechanically fastened
SF
Insulation
1 Demolition of roof insulation, per inch
of depth SF
2 Demolition of lightweight cementitious
fills, per inch of depth SF
3
Roof deck insulation, Isocyanurate in 4’
x 4’ or 4’ x 8’ sheets with fiberglass
facers, 1” thick, R-6.6, applied Type IV
asphalt
3a Hot applications SF
3b Cold applications SF
4
Roof deck insulation, Isocyanurate in 4’
x 4’ or 4’ x 8’ sheets with fiberglass
facers, 1 1/2” thick, R-10.0, applied
Type IV asphalt
4a Hot applications SF
4b Cold applications SF
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5
Roof deck insulation, Isocyanurate in 4’
x 4’ or 4’ x 8’ sheets, 1” thick, R-6.6,
mechanically fastened
SF
6
Roof deck insulation, Isocyanurate in 4’
x 4’ or 4’ x 8’ sheets with fiberglass
facers, 1 1/2” thick, R-10.0,
mechanically fastened
SF
7
Roof deck insulation, fiberboard in 4’ x
4’ sheets, 1/2” thick, R-1.39, applied
Type IV asphalt
7a Hot applications SF
7b Cold applications SF
8
Roof deck insulation, fiberboard in 4’ x
8’ sheets, 25/32” thick, R-2.4, installed
hot/cold or mechanically attached coated
six sides
8a Hot applications SF
8b Cold applications SF
8c Mechanically attached SF
9
Roof deck insulation, fiberboard in 4’ x
4’, 1” thick, R-2.78, applied Type IV
asphalt (or appropriate asphalt), coated
six sides
9a Hot applications SF
9b Cold applications SF
10
Roof deck insulation, fiberboard in 4' x
4' sheets, 1/2” thick, R-1.39,
mechanically fastened, coated six sides
SF
11
Roof deck insulation, fiberboard in 4’ x
4’, 1” thick, R-2.78, mechanically
fastened, coated six sides
SF
12
Roof deck insulation, lightweight
cellular wire reinforced concrete fill, R-
value depending on thickness, per inch
of depth
SF
13
Roof deck insulation, vermiculite at
1/8:12, R-value depending on thickness,
per inch of depth
SF
14
Roof deck insulation, vermiculite at
1/4:12, R-value depending on thickness,
per inch of depth
SF
15 Roof deck insulation, gypsum panels, 3”
thick SF
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16
Roof deck insulation, Isocyanurate
(black facer only), tapered, 1/8” per foot
slope, Type IV asphalt, per inch of depth
SF
17
Roof deck insulation, Isocyanurate
(black facer only), tapered, 1/4” per foot
slope, Type IV asphalt, per inch of depth
SF
18 Cold insulation adhesive SF
19 CDX Gypsum, 1/4" x 4' x 8'
19a Mechanically attached SF
19b Set into adhesive SF
20 CDX Gypsum, 1/2" x 4' x 8'
20a Mechanically attached SF
20b Set into adhesive SF
21 CDX Gypsum with fiberglass, facer:
1/4" x 4' x 8'
21a Mechanically attached SF
21b Set into adhesive SF
22 CDX Gypsum with fiberglass facer: 1/2”
x 4’ x 8’
22a Mechanically attached SF
22b Set into adhesive SF
Roof Tiles and Shingles
1 Remove composition shingles and felts
to decking SF
2 Test for asbestos prior to removal SF
3 Remove clay, concrete, or slate roof tiles
to decking SF
4 Remove wood shingles and felts to
decking SF
5 Shingles, fiberglass, Class A, 25-year
strip shingles, slopes 3:12 or greater SF
6 Shingles, fiberglass, Class A, 30-year,
premium laminated multilayered SF
Page 33 of 94
7a Replace clay or concrete roof tiles Each
7b Replace/repair other shingles Each
8
Self-adhering ice and water shield
membrane for shingles, tiles, metal
waterways, penetrations, valleys, ridges,
edges, etc.
SF
Roofing and Roof Restoration
1 Remove built-up roof, multi-ply
aggregate, non-asbestos, 1" thick or less SF
2 Remove single-ply roof: ballast, and
membrane only SF
3 Remove single-ply roof, membrane
partially or fully adhered SF
4 Remove single-ply roof, membrane
mechanically attached SF
5 Remove copper sheet roofing SF
6 Base sheet, 3-ply fiberglass, Type IV (or
appropriate type) asphalt (17 year roof) SF
7 Base sheet, 4-ply fiberglass,
mechanically attached (17-year roof) SF
8 Fiberglass cap finishing membrane SF
9 Base sheet with 2 ply, fiberglass felts,
Type IV asphalt (or appropriate type) SF
10 Base sheet with 3 ply, fiberglass felts,
Type IV asphalt (or appropriate type) SF
11
Base sheet mechanically attached with 4
ply, Type VI fiberglass felts, Type IV
(or appropriate type) asphalt
SF
12
Nail base sheet, 3 ply Type VI fiberglass
felts, fiberglass cap, Type IV (or
appropriate type) asphalt.
SF
13
Base sheet with 4 ply; 2 polyester and 2
fiberglass felts, Type IV (or appropriate
type) asphalt (20 year roof)
SF
14
Built-up roof, base sheet with 3 ply
polyester roofing sheet, Type IV (or
appropriate type) asphalt (20 year roof)
SF
15
Built-up roof, base sheet with 3 ply Type
GS fiberglass, cold process adhesive (20
year roof)
SF
Page 34 of 94
16
Built-up roof base sheet plus 4 ply Type
G2 fiberglass, cold process adhesive (30
year roof)
SF
17
Built-up roof, base sheet, 1 ply Type VI
fiberglass, 1 ply modified bitumen sheet,
fire rated, Type IV asphalt (15 year roof)
SF
18
Built-up roof, base sheet, 2 ply polyester
roofing sheet, 1 ply modified bitumen
sheet, fire rated, Type IV asphalt (or
appropriate type) (20 year roof)
SF
19 Built-up roof, base sheet, G-2, 33 lb.,
mechanically attached SF
20 Built-up roof, base sheet, G-2, 33 lb.,
Type IV asphalt SF
21 Built-up roof, premium asphalt, added
cost per ply per square foot SF
22
Built-up roof, modified bitumen
adhesive, added cost per ply per square
foot
SF
23 Built-up roof, surface with cold asphaltic
surfacing adhesive and gravel SF
24 Built-up roof, surface with emulsion and
granules SF
25 Built-up roof, surface with emulsion and
aluminum coating SF
26 Built-up roof, surface with emulsion and
white elastomeric coating SF
27 Built-up roof, surface with aluminum
coating or paint SF
28 Built-up roofing, surface with high
solids white elastomeric coating SF
29 Built-up roofing repairs; fibered asphalt
mastic, brush grade, with fiberglass mesh. SF
30 Built-up roofing repairs; pitch-based
mastic, with fiberglass mesh SF
31 Built-up roofing repairs; elastomeric
mastic, with fiberglass mesh SF
32 Built-up roofing restoration, coal tar
pitch roofs SF
33 Built-up roofing restoration, odorless,
coal tar pitch or asphalt roofs SF
34
Single-ply roof, CSPE, 45 mils
reinforced, asbestos free, mechanically
fastened
SF
Page 35 of 94
35
Single-ply roof, CSPE, 60 mils
reinforced, asbestos free, mechanically
fastened
SF
36 Single-ply roofing repairs (CSPE, PVC,
and EPDM)
36a CSPE SF
36b PVC SF
36c EPDM SF
37 Flashing membrane, 2 ply, Type IV or
Type VI fiberglass SF
38 Flashing membrane, 1 ply polyester and
1 ply modified bitumen SF
39 Flashing membrane, 2 ply, polyester SF
40 Flashing membrane, CSPE SF
41 Flashing membrane, CSPE with
aluminum coating SF
42 Polyurethane foam roofing SF
43 Additional Polyurethane foam coating SF
44 Single-ply roof, EDPM, 45 mils
reinforced, mechanically fastened SF
45 Single-ply roof, EDPM, 60 mils fully
adhered SF
46
Built-up roof, base sheet with 3 ply
trilaminate ply, cold process adhesive
(25 year roof)
SF
47 Built-up roof, surface with premium
asphalt, and gravel. SF
48
Built-up roof, surface with Fire
Retardant Aluminum coating or paint,
single coat
SF
49 Modified Bitumen roof, base sheet, cap
sheet, cold Modified Bitumen Adhesive SF
50 Built-up roof, 3 ply fiberglass felts, Type
IV asphalt SF
51 Single ply Roof, 45 mils fully adhered
with bonding adhesive SF
52 Single ply roof, TPA Fleece Back, 45
mils fully adhered with hot asphalt SF
53 Single ply roof, 45 mils mechanically
attached SF
54
Base sheet mechanically attached with 3
ply fiberglass felts, Type 1 - Coal Tar
Pitch
SF
Page 36 of 94
55
Base sheet mechanically attached with 3
ply Organic felts, Type 1 - Coal Tar
Pitch
SF
56 Built-up roof, 4 ply Fiberglass felts,
Type 1 Coal Tar Pitch SF
57 Build-up roof, 4 ply Organic felts, Type
1 Coal Tar Pitch SF
58 Built-up roof, surface with hot Coal Tar
Pitch and gravel SF
59
Single ply repairs using 2 coat
polyurethane, elastomeric coating
system
SF
60
Single ply repairs at laps or defects using
2 coats elastomeric coating system with
reinforcement
SF
61 Single ply roof, TPA fleece back, 60
mils fully adhered with hot asphalt SF
62 Single ply roof 60 mils fully adhered
with bonding adhesive SF
63 Built-up roof, 1 ply Trilaminate, 1 ply
Modified Bitumen Sheet, fire rated SF
Masonry
1 Brick, remove and reset, 1 to 50 sq ft SF
2 Brick, remove and reset, over 50 sq ft SF
3 Block, remove and reset SF
4 Coping stones, remove and reset Each
5 Brick, block or coping removal Each
6
Brick, block and brick exterior wall
maintenance, repair and application of
protective coatings.
6a
Selective Demolition of Concrete Block
Masonry Units (CMU) with perimeter
saw cutting- swingstage 4”, 6” and 8”
block (high-rise)
Each
6b
Selective Demolition of Brick Masonry
Units with perimeter saw cutting -
swingstage one, two, and three wythe
(high-rise)
SF
6c
Selective Demolition of Brick Masonry
Units with perimeter saw cutting -
scaffolding one, two and three wythe
(low-rise)
SF
Page 37 of 94
7
Selective Demolition of Mortar Joint
with Perimeter Sawcutting – Swingstage
(high-rise)
7a Removal of existing mortar ( ½” wide
by ¾” depth) SF
7b Removal of existing mortar (¾” wide by
¾” depth) SF
7c Removal of existing mortar (½” wide by
1½” depth) SF
7d Removal of existing mortar (¾” wide by
1½” depth) SF
8
Selective Demolition of Mortar Joint
with Perimeter Sawcutting – Scaffolding
(low-rise)
8a Removal of existing mortar ( ½” wide
by ¾” depth) SF
8b Removal of existing mortar (¾” wide by
¾” depth) SF
8c Removal of existing mortar (½” wide by
1½” depth) SF
8d Removal of existing mortar (¾” wide by
1½” depth) SF
9 New Pointing Work – Swingstage (high-
rise)
9a Furnish and install new mortar (½” wide
by ¾” depth) SF
9b Furnish and install new mortar (¾” wide
by ¾” depth) SF
9c Furnish and install new mortar (½” wide
by 1 ½” depth) SF
9d Furnish and install new mortar (¾” wide
by 1 ½” depth) SF
Page 38 of 94
10 New Pointing Work – Scaffolding (low-
rise)
10a Furnish and install new mortar (½” wide
by ¾” depth) SF
10b Furnish and install new mortar (¾” wide
by ¾” depth) SF
10c Furnish and install new mortar (½” wide
by 1 ½” depth) SF
10d Furnish and install new mortar (¾” wide
by 1 ½” depth) SF
11 Removal of Roof Parapets – Swingstage
(high-rise)
11a Removal of 3 wythe brick parapet wall
(24” high) SF
11b Removal of 3 wythe brick parapet wall
(42” high) SF
11c Removal of 2 wythe brick parapet wall
(24” high) SF
11d Removal of 3 wythe brick parapet wall
(42” high) SF
12 Removal of Roof Parapets – Scaffolding
(low-rise)
12a Removal of 3 wythe brick parapet wall
(24” high) SF
Page 39 of 94
12b Removal of 3 wythe brick parapet wall
(42” high) SF
12c Removal of 2 wythe brick parapet wall
(24” high) SF
12d Removal of 3 wythe brick parapet wall
(42” high) SF
13 Reconstruction of Brick Masonry Roof
Parapets – Swingstage (high-rise)
13a
New brick masonry parapet w/stone
coping and flashings (3 wythe - 24”
high)
SF
13b
New brick masonry parapet w/stone
coping and flashings (3 wythe - 42”
high)
SF
13c
New brick masonry parapet w/stone
coping and flashings (2 wythe - 24”
high)
SF
13d
New brick masonry parapet w/stone
coping and flashings (2 wythe - 42”
high)
SF
14 Reconstruction of Brick Masonry Roof
Parapets – Scaffolding (low-rise)
14a
New brick masonry parapet w/stone
coping and flashings (3 wythe - 24”
high)
SF
14b
b) New brick masonry parapet w/stone
coping and flashings (3 wythe - 42”
high)
SF
14c
c) New brick masonry parapet w/stone
coping and flashings (2 wythe - 24”
high)
SF
14d
d) New brick masonry parapet w/stone
coping and flashings (2 wythe - 42”
high)
SF
15 New Throughwall Flashings –
Swingstage (high-rise)
Page 40 of 94
15a Removal of 4 courses 1 wythe brick wall
w/Temporary Shoring SF
15b Removal and replacement of steel lintel SF
15c Furnish and install new flashings
(Bituthane) SF
15d Furnish and install new flashings (Lead
coated copper) SF
15e Parging and waterproofing of back-up
wall SF
16 New Throughwall Flashings –
Scaffolding (low-rise)
16a Removal of 4 courses 1 wythe brick wall
w/Temporary Shoring SF
16b Removal and replacement of steel lintel SF
16c Furnish and install new flashings
(Bituthane) SF
16d Furnish and install new flashings (Lead
coated copper) SF
16e Parging and waterproofing of back-up
wall SF
17 Brick Masonry/Stone Stabilization
17a Drilling and installation of new friction
pins with mortar cap SF
17b Drilling and installation of new friction
pins for lime stone with mortar cap SF
18 Limestone Removal and Replacement.
18a Removal of existing deteriorated
architectural limestone SF
18b Furnish and install new limestone
replacement. SF
18c Replacement of stone with lightweight
polymer resin to match SF
18d Minor patching of existing stone to
match SF
19 Terra Cotta Removal and Replacement.
19a Removal of existing deteriorated
architectural Terra Cotta SF
19b Furnish and install new Terra Cotta
replacement. SF
19c Replacement of stone with lightweight
polymer resin to match SF
19d Minor patching of existing stone to
match SF
20 Roof Coping Stones.
20a Removal of existing roof coping stones
(16 inches) SF
Page 41 of 94
20b Removal and parging of existing
substrate SF
20c Furnish and install new lead coated
copper flashings SF
20d Drilling and epoxy grouting stainless
steel pins SF
20e Reinstallation of existing stones with
cleaning SF
20f Furnish and install new coping stones SF
20g Furnish and install new sealants between
coping stones. SF
20h Cleaning and coating of existing stones. SF
21 CMU Backup Wall Repair and
Waterproofing.
21a Replacement of Deteriorated CMU Back-up SF
21b Parging of CMU back-up wall SF
21c Waterproofing of back-up wall SF
22 Brick Masonry Piers
22a Isolated repair of existing masonry piers
(removal and replacement) SF
22b Reconstruction of isolated areas of pier SF
22c Construction of new masonry piers. SF
23 Crack Repair
23a Drill and install new stainless steel pins. Each
23b Grouting of open cracks SF
23c Replacement of cracked bricks SF
24 Concrete Removal
24a Perimeter sawcutting SF
24b Removal of existing concrete (2” depth). SF
24c Removal of existing concrete (3.5” depth). SF
25 New Concrete and Coating
25a Placement of new high strength patching
mortar (2” depth) SF
25b Placement of new high strength patching
mortar (3.5” depth). SF
25c Cleaning and coating of concrete surface. SF
25d Sidewalk Bridging. SF
25e Temporary Roof Protection SF
26 Metal Work
26a Remove standard metal decking SF
Page 42 of 94
26b Install metal decking; 1-1/2" deep, 20
gauge, standard profile SF
27 Install steel plate, two sizes SF
27a 10 Gauge, standard application SF
27b Extra heavy-duty 1/4th inch SF
28 Remove metal counterflashing LF
28a Counterflashing, galvanized, 24 gauge,
6" width LF
28b Counterflashing, copper, 16 oz., 6"
width LF
29 Remove metal edge, gravel stop, eave
strip, or coping LF
29a
Metal edge raised, galvanized steel
fascia/eave drip; 6" face, hemmed,
continuous cleat, 3" deck flange
LF
29b Gravel stop, galvanized steel, 24 gauge,
6" face LF
30 Remove metal gutter LF
30a
Gutter, galvanized steel, ASTM 526,
with 12.5oz./square foot galvanized
coating, 24 gauge, 5" box or ogee style,
joints and end caps shall be soldered
LF
30b Gutter, aluminum, .050" thick 5" box or
ogee, painted, Kynar finish LF
30c Gutter, copper, 16 oz, half round, 5"
wide LF
30d Gutter, copper, 16 oz, half round, 6"
wide LF
31 Remove metal downspouts LF
31a Downspouts, aluminum, .024" thick, 3"
x 4", painted, installed LF
31b Downspouts, GI, 24 gauge 3" x 4"
installed LF
31c Downspouts, GI, 24 gauge, 4" round,
installed LF
31d Downspouts, copper, 16 oz., 6" round,
installed LF
31e Downspouts, strainer Each
31f Metal flashing, apron flashing, 9" wide LF
31g Metal flashing, step flashing Each
31h Metal splash pan, 16 oz. Each
31i Metal trim, aluminum, .032" thick,
painted SF
31j Metal storm collar Each
Page 43 of 94
31k Metal coping, galvanized steel, 24
gauge, standing seam SF
31L Metal coping, galvanized steel, 24
gauge, with butt plate SF
31m Resolder joints in sheet metal LF
31n Metal edge, aluminum, 0.50 thick 6"
face painted SF
31n Metal edge, aluminum, free floating
fascia system SF
31o Parapet wall metal SF
31p
Metal edge, anodized finished
aluminum, free floating fascia system 8
inches
SF
31q
Metal edge, high performance
fluorocarbon finished aluminum, free
floating fascia system 8 inches
SF
31r
Metal edge, anodized finished
aluminum, free floating fascia system 6
inches
SF
31s
Metal edge, high performance
fluorocarbon finished aluminum, free
floating fascia system 6 inches
SF
32 New Aluminum Metal Cladding
32a Furnish and install new uninsulated
aluminum wall cladding SF
32b Furnish and install new insulated
aluminum wall cladding SF
32c
Furnish and install new insulated
aluminum wall cladding panels
(Architecture
SF
32d Cladding of roof parapet walls with
copings. SF
33 New Exterior Insulation and Finish
System (EIFS)
33a New Exterior Insulation and Finish
System (EIFS) SF
33b New Exterior Insulation Finish System
(EIFS) w/o insulation SF
33c New Metal Copings. SF
34 Surface Preparation
34a Cleaning of existing steel and surface. SF
34b Coating of existing reinforcement SF
34c Exterior rated gypsum board sheathing
and substrate SF
Page 44 of 94
35 Woodwork
35a Demolition of plywood or standard 1” x
6” decking SF
35b Demolition of standard 2” x 6” tongue
and groove decking SF
35c Plywood decking, CDX, 1/2” thick (or
15/32" optional) SF
35d Plywood decking, CDX, 5/8” thick SF
35e Plywood decking, CDX, 3/4” thick SF
35f Standard 1” x 6” decking, tongue and
groove SF
35g Standard 2” x 6” tongue and groove
decking SF
35h Cants, wood fiber, trapezoidal, 1 1/2” x
5 5/8” LF
35i Cants, SBX treated wood, 4” x 4”
diagonal LF
35j Nailer, SBX treated wood, 1” x 4” LF
35k Nailer, SBX treated wood, 2” x 4” LF
36 Nailer, SBX treated wood
36a 2" x 6" LF
36b 2" x 8" optional LF
36c Curbing, SBX treated wood, 2” x 12” LF
37 Joist, fir
37a 2” x 6” LF
37b 2" x 8" optional LF
38 Joist, fir
38a 2" x 10" LF
38b 2" x 12" optional LF
39
Standing Seam Metal Roof System
(SSMRS) Price Each Specification
Using Line Items
39a Pre-Engineered SSMRS, products (20-
year roof) SF
39b Subpurlins LF
39c Roof panel installation SF
39d Field forming of panels SF
39e Concealed anchor clips Each
39f Vapor retarder installation SF
39g Insulation installation SF
39h Gutters (SSMRS only) LF
39i Gutter liners SF
39j Flashing LF
Page 45 of 94
39k Expansion joints LF
40 Finishing touches (no additional cost in
contract)
40a Snow retention assemblies LF
40b
Self-adhering ice and water shield
membrane for shingles, tiles, metal
waterways, penetrations, valleys, ridges,
edges, etc.
LF
41 Roof Specialties and Accessories
41a Remove roof hatch Each
41b Roof hatch, aluminum, 2’6” x 3’0” Each
41c Roof hatch, aluminum, larger sizes SF
41d Remove existing roof drain, except
plumbing Each
41e Install new roof 4" drain, except
plumbing Each
41f Install new roof 6" drain, except
plumbing Each
41g Reflash existing roof drain Each
41h Plumbing stack, 4# lead flashing Each
41i Scupper, sheet steel, 24 gauge ASTM A
526, match existing configuration Each
41j Remove existing walkway, built-up
roofs SF
41k Walkway, built-up roofs, desert tan
fiberglass LF
41L Walkway, built up roofs, non skid LF
42 Walkway, single ply roof
42a 30" wide roll goods, tape
attached LF
42b 30" wide roll, hot asphalt
attached LF
42c 30" wide roll, adhesive attached LF
42d Roof ventilators Each
42e Roof ladder, steel, bolted to concrete, up
to 20 feet, without cage LF
42f
Roof ladder, steel, bolted to concrete, 20
feet and up, with cage; with intermediate
landings as required by Code
LF
42g Roof ladder, security ladder guard Each
42h Termination bar, aluminum, 1/4” x 1” LF
Page 46 of 94
42i
Pitch pocket, 24 gauge, GI, 6” x 6”, with
storm collar hemmed to outside,
soldered corners and seams
Each
42j
Pitch pocket, 24 gauge, GI, 8” x 8”, with
storm collar, hemmed to outside,
soldered corners and seams
Each
43 Pitch pocket, resurface top only
43a 8" x 8" Each
43b 12" x 12" Each
43c Expansion joint, butyl or neoprene
bellows, galvanized flange LF
43d Expansion joint, CSPE reinforced LF
43e Repair kit for dry repairs Each
43f Repair kit for wet repairs Each
44 Skylights (price each size and lens
combination)
44a Standard 3' x 5', 4' x 4', 4' x 8' with
single clear lenses SF
44b Standard 3' x 5', 4' x 4', 4' x 8' with clear
double lenses SF
44c Skylight lens replacement only, clear SF
44d Skylight lens replacement only, double
clear SF
45 Security/fall bars for skylights
45a 3' x 5' Each
45b 4' x 4' Each
45c 4' x 8' Each
45d Special sizes SF
46 Roof Services
46a Asbestos core testing and patch of
existing roof surface Each
46b Core analysis, 14” x 14” and patch of
existing roof surface Each
46c Non destructive roof scan, up to 50,000
sq ft, full service each Each
46d Additional foot over 50,000 sq ft SF
46e Non destructive roof scan, up to 50,000
sq ft, limited service Each
46f Additional foot over 50,000 sq ft Each
Page 47 of 94
46g
Roof inspection services (visual
inspection of roofing service/membrane,
flashings, counterflashings, copings,
parapets, trims, hatches, penetrations,
curbs, roof-mounted equipment, etc.
with a written report of findings and
recommendations
Day
46h Field/shop drawings, up to 10,000 sq ft SF
46i Field/shop drawings, 10,000-50,000 sq ft SF
46j Field/shop drawings, over 50,000 sq ft SF
46k Prime contractor’s warranty, restoration,
less than 10,000 sq ft, minimum charge Per Project
46L Prime contractor’s warranty, restoration,
over 10,000 sq ft, minimum charge Per Project
46m
Prime contractor’s warranty, re-roof,
total system, 15 year, less than 10,000
sq ft, minimum charge (Stamdard)
Per Project
46n
Prime contractor’s warranty, re-roof,
total system, 15 year, less than 10,000
sq ft, minimum charge (includes 2, 5, 7,
10, 15 year inspections)
Per Project
46o
Prime contractor’s warranty, re-roof,
total system, 15 year, more than 10,000
sq ft, minimum charge (Standard)
Per Project
46p
Prime contractor’s warranty, re-roof,
total system, 15 year, more than 10,000
sq ft, minimum charge (includes 2, 5, 7,
10, 15 year inspections)
Per Project
46q Per diem rate per worker per 24 hour
period of time Per Day
46r Prime contractors per diem/costs for
asbestos abatement planning Day
46s Asbestos abatement activities, BUR
removal and disposal of waste SF
46t
Project site is located 65 or more miles
from the contractor's/subcontractor's
yard/home location.
SF
46u Asbestos site monitoring Day
47 Annual or semi-annual roof
housekeeping-per location
47a Cost once a year per location if less than
20,000 sq. ft. SF
47b Cost per Sq.ft. per year per location if
greater than 20,000 sq.ft. SF
Page 48 of 94
47c Cost semi-annual per location if less
than 20,000 sq. ft SF
47d Cost per Sq.ft. semi annual per location
if greater than 20,000 sq.ft. SF
47e Roof leak investigation Day
47f Minor roof repair calls Day
47g Difficult access or fall restriction;
surcharge Each
47h Excessive hauling Each
47i Work in secured areas or compounds;
surcharge Each
48 Additional and occasional supplies,
materials, equipment and services
48a
Additional and occasional services
Roofing supplies Discount off Retail
Price List
% of
Discount
48b
Alternative Methods of Costing - percent
of overhead/markup and profit added to
cost
% of O/P
48c
Discounts Offered Off Alternative
Costing Methods (cost plus profit and
overhead) Less Rate of Discount
% of
discount
48d Multiplier/factor to be applied to the
R.S. Means costs.
% to be
applied
49 Deducts and add-ons for in lieu products
(Place behind Tab 6)
50 Special Rental Equipment (Priced based
on 9.11.2 above)
51 Cold and bad weather storage identify
extra cost if any Day
52 Hourly Services Rates
53 Structural Analysis/engineering services Per Hour
54 Architect/design professional services Per Hour
55 Roofing Consultant Per Hour
56 Labor Rate for Roofer Per Hour
57 General Cost Factors
57a Mileage rate Per Mile
57b Performance and payment bond -
bonding rate (percent of project) Percent
57c Bonding capacity - total amount of
capacity available
Dollar
Amount
Page 49 of 94
Proposed Pricing Coefficient (s)
Please provide Unit Price Book Coefficients for products and services not listed in the provided line
items for states that you are proposing to do work in.
State
Regular
Hours
Coefficient
After
Hours
Coefficient
State
Regular
Hours
Coefficient
After
Hours
Coefficient
Alabama Missouri
Alaska Montana
Arizona Nebraska
Arkansas Nevada
California
New
Hampshire
Colorado New Jersey
Connecticut New Mexico
Delaware New York
District of
Columbia
North
Carolina
Florida
North Dakota
Georgia Ohio
Hawaii Oklahoma
Idaho Oregon
Illinois Pennsylvania
Indiana Rhode Island
Iowa
South
Carolina
Kansas
South
Dakota
Kentucky Tennessee
Louisiana Texas
Maine Utah
Maryland Vermont
Massachusetts Virginia
Michigan Washington
Minnesota
West Virginia
Mississippi Wisconsin
Wyoming
Note: Provide coefficients for the state(s) that you would like to be awarded. Region 4
ESC is looking for proposers that can provide service in multiple states.
Provide markup percentage on non-pre- priced items _________.
Page 50 of 94
Appendix D:
GENERAL TERMS & CONDITIONS ACCEPTANCE FORM
Signature on Vendor Contract Signature form certifies complete acceptance of the General
Terms and Conditions in this solicitation, except as noted below (additional pages may be
attached, if necessary).
Check one of the following responses to the General Terms and Conditions:
We take no exceptions/deviations to the general terms and conditions
(Note: If none are listed below, it is understood that no exceptions/deviations are taken.)
We take the following exceptions/deviations to the general terms and conditions. All
exceptions/deviations must be clearly explained. Reference the corresponding general
terms and conditions that you are taking exceptions/deviations to. Clearly state if you
are adding additional terms and conditions to the general terms and conditions. Provide
details on your exceptions/deviations below:
(Note: Unacceptable exceptions shall remove your proposal from consideration for
award. Region 4 ESC shall be the sole judge on the acceptance of
exceptions/deviations and the decision shall be final.)
Section/Page Term, Condition, or
Specification
Exception/Deviation Region 4
Accepts
Page 51 of 94
Vendor Contract Launch
Vendors must commit to attending a contract launch meeting with a member of the Business
Development Team should they be awarded a contract with Region 4 ESC through this RFP. Vendor
contract launches are meant to establish a good relationship with awarded vendors and help to ensure
compliance and effective administration over the life of the contract.
It is highly recommended that the individuals who will handle contract management, reporting and
marketing are in attendance.
If awarded, please provide contact information for scheduling:
_____________________________________
Vendor
_____________________________________
Point of Contact
_____________________________________
Title
_____________________________________
Phone Number
_____________________________________
Email Address
Signature: ____________________________ Date: _______________________
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Appendix E:
QUESTIONNAIRE
Please provide responses to the following questions that address your company’s operations,
organization, structure and processes for providing products and services.
1. States Covered
Offeror must indicate any and all states where products and services can be offered.
Please indicate the price co-efficient for each state if it varies. (If applicable)
50 States & District of Columbia (Selecting this box is equal to checking all boxes below)
Territories & Outlying Areas (Selecting this box is equal to checking all boxes below)
2. Diversity Programs
Do you currently have a diversity program or any diversity partners that you do business
with? Yes No
If the answer is yes, do you plan to offer your program or partnership through TCPN?
Yes No
(If the answer is yes, attach a statement detailing the structure of your program, along with a list of
your diversity alliances and a copy of their certifications.)
Alabama Montana
Alaska Nebraska
Arizona Nevada
Arkansas New Hampshire
California New Jersey
Colorado New Mexico
Connecticut New York
Delaware
District of Columbia
North Carolina
North Dakota
Florida Ohio
Georgia Oklahoma
Hawaii Oregon
Idaho Pennsylvania
Illinois Rhode Island
Indiana South Carolina
Iowa South Dakota
Kansas Tennessee
Kentucky Texas
Louisiana Utah
Maine Vermont
Maryland Virginia
Massachusetts Washington
Michigan West Virginia
Minnesota Wisconsin
Mississippi
Missouri
Wyoming
American Samoa Northern Marina Islands
Federated States of Micronesia Puerto Rico
Guam U.S. Virgin Islands
Midway Islands
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Will the products accessible through your diversity program or partnership be
offered to TCPN members at the same pricing offered by your company?
Yes No
(If answer is no, attach a statement detailing how pricing for participants would be calculated.)
3. Minority and Women Business Enterprise (M/WBE) and (HUB) Participation
It is the policy of some entities participating in TCPN to involve minority and women
business enterprises (M/WBE), small and/or disadvantaged business enterprises, disabled
veteran business enterprises, historically underutilized businesses (HUB) and other diversity
recognized businesses in the purchase of goods and services. Offerors shall indicate below whether
or not they hold certification in any of the classified areas and include proof of such certification with
their response.
a. Minority Women Business Enterprise
Offeror certifies that this firm is an M/WBE Yes No
List certifying agency: _______________________________________________
b. Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE)
Offeror certifies that this firm is a SBE or DBE Yes No
List certifying agency: _______________________________________________
c. Disabled Veterans Business Enterprise (DVBE)
Offeror certifies that this firm is a DVBE Yes No
List certifying agency: __________________________________________________
d. Historically Underutilized Businesses (HUB)
Offeror certifies that this firm is a HUB Yes No
List certifying agency: _______________________________________________
e. Historically Underutilized Business Zone Enterprise (HUB Zone)
Offeror certifies that this firm is a HUB Zone Yes No
List certifying agency: _______________________________________________
f. Other
Offeror certifies that this firm is a recognized diversity Yes No
certificate holder
List certifying agency: _______________________________________________
4. Residency
Responding Company’s principal place of business is in the city of ___________,State of ___.
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5. Felony Conviction Notice
Please check applicable box:
A publicly held corporation; therefore, this reporting requirement is not applicable.
Is not owned or operated by anyone who has been convicted of a felony.
Is owned or operated by the following individual(s) who has/have been convicted of a
felony.
*If the third (3rd) box is checked, a detailed explanation of the names and convictions must be
attached.
6. Processing Information
Company contact for:
Contract Management
Contact Person: __________________________________________
Title: ___________________________________________________
Company: _______________________________________________
Address: ________________________________________________
City: ___________________ State: _____________ Zip:
Phone: Fax:
Email:
Billing & Reporting/Accounts Payable
Contact Person: __________________________________________
Title: ___________________________________________________
Company: _______________________________________________
Address: ________________________________________________
City: ___________________ State: _____________ Zip:
Phone: Fax:
Email:
Marketing
Contact Person: __________________________________________
Title: ___________________________________________________
Company: _______________________________________________
Address: ________________________________________________
City: ___________________ State: _____________ Zip:
Phone: Fax:
Email:
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7. Distribution Channel: Which best describes your company’s position in the distribution channel:
Manufacturer direct Certified education/government reseller
Authorized distributor Manufacturer marketing through reseller
Value-added reseller Other __________________________
8. Pricing Information
In addition to the current typical unit pricing furnished herein, the Vendor agrees to offer all
future product introductions at prices that are proportionate to Contract Pricing.
Yes No
(If answer is no, attach a statement detailing how pricing for participants would be calculated.)
Pricing submitted includes the required administrative fee? Yes No
(Fee calculated based on invoice price to customer)
Additional discounts for purchase of a guaranteed quantity? Yes No
9. Cooperatives
List any other cooperative or state contracts currently held or in the process of securing:
Cooperative/State Agency Discount
Offered
Expires Annual Sales
Volume
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Appendix F:
COMPANY PROFILE
Please provide the following:
1. Company’s official registered name.
2. Brief history of your company, including the year it was established.
3. Company’s Dun & Bradstreet (D&B) number.
4. Corporate office location.
5. List the total number of sales persons employed by your organization within the United States,
broken down by market.
6. List the number and location of offices, or service centers for all states being offered in solicitation.
Additionally, list the names of key contacts at each location with title, address, phone and e-mail
address.
7. Please provide contact information for the person(s) who will be responsible for the following areas,
including resumes:
a. Sales
b. Sales Support
c. Marketing
d. Financial Reporting
e. Executive Support
8. Define your standard terms of payment.
9. Who is your competition in the marketplace?
10. Overall annual sales for last three (3) years; 2015, 2016, 2017.
11. Overall public-sector sales, excluding Federal Government, for last three (3) years; 2015, 2016,
2017.
12. What is your strategy to increase market share?
13. What differentiates your company from competitors?
14. Describe the capabilities and functionality of your firm’s on-line catalog/ordering website.
15. Describe your company’s Customer Service Department (hours of operation, number of service
centers, etc.).
16. Provide information regarding whether your firm, either presently or in the past, has been involved in
any litigation, bankruptcy, or reorganization.
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Marketing / Sales
17. Detail how your organization plans to market this contract within the first ninety (90) days of the award
date. This should include, but not be limited to:
a. A co-branded press release within first 30 days
b. Announcement of award through any applicable social media sites
c. Direct mail campaigns
d. Co-branded collateral pieces
e. Advertisement of contract in regional or national publications
f. Participation in trade shows
g. Dedicated TCPN and Region 4 ESC internet web-based homepage with:
i. TCPN and Region 4 ESC Logo
ii. Link to TCPN and Region 4 ESC website
iii. Summary of contract and services offered
iv. Due Diligence Documents including; copy of solicitation, copy of contract and any
amendments, marketing materials
18. Describe how your company will demonstrate the benefits of this contract to eligible entities if awarded.
19. Explain how your company plans to market this agreement to existing government customers.
20. Provide a detailed ninety (90) day plan describing how the contract will be implemented within your
firm.
21. Describe how you intend on train your national sales force on the Region 4 ESC agreement.
22. Acknowledge that your organization agrees to provide its company logo(s) to Region 4 ESC and agrees
to provide permission for reproduction of such logo in marketing communications and promotions.
23. Provide the revenue that your organization anticipates each year for the first three (3) years of this
agreement.
$_________ in year one
$_________ in year two
$_________ in year three
Administration
24. Describe your company’s implementation and success with existing cooperative purchasing
programs, if any, and provide the cooperative’s name(s), contact person(s) and contact information
as reference(s).
25. Describe the capacity of your company to report monthly sales through this agreement.
26. Describe the capacity of your company to provide management reports, i.e. consolidated billing by
location, time and attendance reports, etc. for each eligible agency.
27. Please provide any suggested improvements and alternatives for doing business with your company
that will make this arrangement more cost effective for your company and Participating Public
Agencies.
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Green Initiatives
We are committed to helping to build a cleaner future! As our business grows, we want to make sure
we minimize our impact on the Earth's climate. So we are taking every step we can to implement
innovative and responsible environmental practices throughout Region 4 ESC to reduce our carbon
footprint, reduce waste, promote energy conservation, ensure efficient computing, and much more. We
would like vendors to partner with us in this enterprise. To that effort, we ask Offerors to provide their
companies environmental policy and/or green initiative.
28. Please provide your company’s environmental policy and/or green initiative.
Vendor Certifications (if applicable)
29. Provide a copy of all current licenses, registrations and certifications issued by federal, state and
local agencies, and any other licenses, registrations or certifications from any other governmental
entity with jurisdiction, allowing Offeror to perform the covered services including, but not limited to
licenses, registrations or certifications. MWBE, HUB, DVBE, small and disadvantaged business
certifications and other diverse business certifications, as well as manufacturer certifications for sales
and service must be included if applicable.
References
Provide a minimum of ten (10) customer references for product and/or services of similar scope
dating within the past three (3) years. Five (5) of these customer references should be for projects
delivered through the job order contracting (JOC) delivery method. Please try to provide an equal
number of references for K12, Higher Education and City/County entities. Provide the following
information for each reference:
Entity Name
Contact Name and Title
City and State
Phone Number
Years Serviced
Description of Services
Annual Volume
Pricing Estimates/quotes provided to entity
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Appendix G:
VALUE ADD
Please include any additional products and/or services not included in the scope of the solicitation that
you think will enhance and/or add value to this contract for participating agencies. Your marketing plan
and salesforce training plan as detailed in Appendix F will also be taken into account when evaluating
your company’s value add score.
Any additional products or services offered in this section will only be considered by Region 4 ESC if
auditable pricing is offered for them in Appendix C. Any products or services for which pricing is not
offered will not be considered a part of any contract awarded as a result of this RFP.
All products or services offered in this section are subject to the same requirements as products
offered in Appendix B. Respondents must provide detailed descriptions of any additional products
and services being offered as a part of their proposal, and Region 4 ESC reserves the right to reject
any value add products or services which it deems to be unrelated to the scope of this RFP.
Page 60 of 94
Appendix H:
ADDITIONAL REQUIRED DOCUMENTS
DOC #1 Clean Air and Water Act
DOC #2 Debarment Notice
DOC #3 Lobbying Certification
DOC #4 Contractor Certification Requirements
DOC #5 Antitrust Certification Statements
DOC #6 Implementation of House Bill 1295 Certificate of Interested Parties (Form 1295)
DOC #7 Texas Government Code 2270 Verification Form
DOC #8 EDGAR Certifications
FOR VENDORS INTENDING TO DO BUSINESS IN NEW JERSEY:
DOC #9 Ownership Disclosure Form
DOC #10 Non-Collusion Affidavit
DOC #11 Affirmative Action Affidavit
DOC #12 Political Contribution Disclosure Form
DOC #13 Stockholder Disclosure Certification
DOC #14 Certification of Non-Involvement in Prohibited Activities in Iran
DOC #15 New Jersey Business Registration Certificate
New Jersey vendors are also required to comply with the following New Jersey statutes
when applicable:
All anti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A.
10:2-14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38.
Compliance with Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the
contemplation of the Act.
Compliance with Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26
Bid and Performance Security, as required by the applicable municipal or state statutes.
Page 61 of 94
DOC #1 Clean Air and Water Act
I, the Vendor, am in compliance with all applicable standards, orders or regulations issued
pursuant to the Clean Air Act of 1970, as Amended (42 U.S. C. 1857 (h)), Section 508 of
the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 117389 and
Environmental Protection Agency Regulation, 40 CFR Part 15 as required under OMB
Circular A-102, Attachment O, Paragraph 14 (1) regarding reporting violations to the grantor
agency and to the United States Environment Protection Agency Assistant Administrator
for the Enforcement.
Potential Vendor: __________________________________________________________
Title of Authorized Representative: _____________________________________________
Mailing Address: ___________________________________________________________
Signature: ________________________________________________________________
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DOC #2 Debarment Notice
I, the Vendor, certify that my company has not been debarred, suspended or otherwise
ineligible for participation in Federal Assistance programs under Executive Order 12549,
“Debarment and Suspension”, as described in the Federal Register and Rules and
Regulations.
Potential Vendor: ___________________________________________________________
Title of Authorized Representative: _____________________________________________
Mailing Address: ___________________________________________________________
Signature: ________________________________________________________________
Page 63 of 94
DOC #3 LOBBYING CERTIFICATION
Submission of this certification is a prerequisite for making or entering into this transaction
and is imposed by Section 1352, Title 31, U.S. Code. This certification is a material
representation of fact upon which reliance was placed when this transaction was made or
entered into. Any person who fails to file the required certification shall be subject to civil
penalty of not less than $10,000 and not more than $100,000 for each such failure.
The undersigned certifies, to the best of his/her knowledge and belief, that:
1. No Federal appropriated funds have been paid or will be paid on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of Congress,
or an employee of a Member of Congress in connection with the awarding of a Federal
contract, the making of a Federal grant, the making of a Federal loan, the entering into
a cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of a Federal contract, grant, loan, or cooperative agreement.
2. If any funds other than Federal appropriated funds have been or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency,
a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with this Federal contract or cooperative agreement,
the undersigned shall complete and submit Standard Form LLL, “Disclosure of Lobbying
Activities,” in accordance with its instructions.
3. The undersigned shall require that the language of this certification be included in the
award documents for all covered sub-awards exceeding $100,000 in Federal funds
at all appropriate tiers and that all sub-recipients shall certify and disclose accordingly.
______________________________
Signature of Offeror Date
Page 64 of 94
DOC #4 CONTRACTOR CERTIFICATION REQUIREMENTS
Contractor’s Employment Eligibility
By entering the contract, Contractor warrants compliance with the Federal Immigration and
Nationality Act (FINA), and all other federal and state immigration laws and regulations. The
Contractor further warrants that it is in compliance with the various state statues of the states
it is will operate this contract in.
Participating Government Entities including School Districts may request verification of
compliance from any Contractor or subcontractor performing work under this Contract. These
Entities reserve the right to confirm compliance in accordance with applicable laws.
Should the Participating Entities suspect or find that the Contractor or any of its subcontractors
are not in compliance, they may pursue any and all remedies allowed by law, including, but
not limited to: suspension of work, termination of the Contrac t for default, and suspension
and/or debarment of the Contractor. All costs necessary to verify compliance are the
responsibility of the Contractor.
The Offeror complies and maintains compliance with the appropriate statutes which requires
compliance with federal immigration laws by State employers, State contractors and State
subcontractors in accordance with the E-Verify Employee Eligibility Verification Program.
Contractor shall comply with governing board policy of the Region 4 ESC Participating entities
in which work is being performed.
_______________________________________________________________________
Fingerprint and Background Checks
If required to provide services on school district property at least five (5) times during a month,
contractor shall submit a full set of fingerprints to the school district if requested of each person
or employee who may provide such service. Alternately, the school district may fingerprint
those persons or employees. An exception to this requirement may be made as authorized in
Governing Board policy. The district shall conduct a fingerprint check in accordance with the
appropriate state and federal laws of all contractors, subcontractors or vendors and their
employees for which fingerprints are submitted to the district. Contractor, subcontractors,
vendors and their employees shall not provide services on school district properties until
authorized by the District.
The Offeror shall comply with fingerprinting requirements in accordance with appropriate
statutes in the state in which the work is being performed unless otherwise exempted.
Contractor shall comply with governing board policy in the school district or Participating Entity
in which work is being performed.
______________________________________________________________________
Business Operations in Sudan, Iran
In accordance with A.R.S. 35-391 and A.R.S. 35-393, the Contractor hereby certifies that the
contractor does not have scrutinized business operations in Sudan and/or Iran.
_________________________________________
Signature of Offeror
_________________________________________
Date
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DOC #5 ANTITRUST CERTIFICATION STATEMENTS
(Tex. Government Code § 2155.005)
I affirm under penalty of perjury of the laws of the State of Texas that:
1. I am duly authorized to execute this contract on my own behalf or on behalf of the company,
corporation, firm, partnership or individual (Company) listed below;
2. In connection with this proposal, neither I nor any representative of the Company has
violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm.
Code Chapter 15;
3. In connection with this proposal, neither I nor any representative of the Company has
violated any federal antitrust law; and
4. Neither I nor any representative of the Company has directly or indirectly communicated
any of the contents of this proposal to a competitor of the Company or any other company,
corporation, firm, partnership or individual engaged in the same line of business as the
Company.
Vendor ___________________________ Offeror _____________________________
Signature
___________________________
____________________________
___________________________ Printed Name
Address ___________________________ ____________________________
Position with Company
___________________________
Authorizing Official
___________________________
____________________________
Signature
Phone ___________________________
____________________________
Fax ___________________________ Printed Name
Position with Company
Page 66 of 94
DOC # 6
Implementation of House Bill 1295
Certificate of Interested Parties (Form 1295):
In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of
the Government Code. The law states that a governmental entity or state agency may not
enter into certain contracts with a business entity unless the business entity submits a
disclosure of interested parties to the governmental entity or state agency at the time the
business entity submits the signed contract to the governmental entity or state agency. The
law applies only to a contract of a governmental entity or state agency that either (1)
requires an action or vote by the governing body of the entity or agency before the contract
may be signed or (2) has a value of at least $1 million. The disclosure requirement applies
to a contract entered into on or after January 1, 2016.
The Texas Ethics Commission was required to adopt rules necessary to implement that
law, prescribe the disclosure of interested parties form, and post a copy of the form on the
commission’s website. The commission adopted the Certificate of Interested Parties form
(Form 1295) on October 5, 2015. The commission also adopted new rules (Chapter 46) on
November 30, 2015, to implement the law. The commission does not have any additional
authority to enforce or interpret House Bill 1295.
Filing Process:
Staring on January 1, 2016, the commission will make available on its website a new filing
application that must be used to file Form 1295. A business entity must use the application
to enter the required information on Form 1295 and print a copy of the completed form,
which will include a certification of filing that will contain a unique certification number. An
authorized agent of the business entity must sign the printed copy of the form and have the
form notarized. The completed Form 1295 with the certification of filing must be filed with
the governmental body or state agency with which the business entity is entering into the
contract.
The governmental entity or state agency must notify the commission, using the
commission’s filing application, of the receipt of the filed Form 1295 with the certification of
filing not later than the 30th day after the date the contract binds all parties to the contract.
The commission will post the completed Form 1295 to its website within seven business
days after receiving notice from the governmental entity or state agency.
Information regarding how to use the filing application will be available on this site starting
on January 1, 2016.
https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm
Last Revision: February 16, 2016 Page 67 of 94
DOC # 7
Texas Government Code 2270 Verification Form
House Bill 89 (85R Legislative Session), which adds Chapter 2270 to the Texas Government Code,
provides that a governmental entity may not enter into a contract with a company without verification
that the contracting vendor does not and will not boycott Israel during the term of the contract.
Furthermore, Senate Bill 252 (85R Legislative Session), which amends Chapter 2252 of the Texas
Government Code to add Subchapter F, prohibits contracting with a company engaged in business with
Iran, Sudan or a foreign terrorist organization identified on a list prepared by the Texas Comptroller.
I, ___________________________________________________, as an authorized representative of
_____________________________________________________________, a contractor engaged by
Insert Name of Company
Region 4 Education Service Center, 7145 West Tidwell Road, Houston, TX 77092, verify by this
writing that the above-named company affirms that it (1) does not boycott Israel; and (2) will not boycott
Israel during the term of this contract, or any contract with the above-named Texas governmental entity
in the future.
Also, our company is not listed on and we do not do business with companies that are on the Texas
Comptroller of Public Accounts list of Designated Foreign Terrorists Organizations found at
https://comptroller.texas.gov/purchasing/docs/foreign-terrorist.pdf.
I further affirm that if our company's position on this issue is reversed and this affirmation is no longer
valid, that the above-named Texas governmental entity will be notified in writing within one (1)
business day and we understand that our company's failure to affirm and comply with the requirements
of Texas Government Code 2270 et seq. shall be grounds for immediate contract termination without
penalty to the above-named Texas governmental entity.
I swear and affirm that the above is true and correct.
__________________________________________________________ ________________
Signature of Named Authorized Company Representative Date
Form Revised 10/27/2017
Page 68 of 94
DOC #8
EDGAR CERTIFICATIONS
ADDENDUM FOR AGREEMENT FUNDED BY U.S. FEDERAL GRANT_________________________________________________________________________
TO WHOM IT MAY CONCERN:
REGION 4 EDUCATION SERVICE CENTER is in the process of ensuring that all policies and procedures involving the expenditure of federal funds are compliant with the new Education Department General Administrative Guidelines
(“EDGAR”). Part of this process involves ensuring that all current vendors agree to comply with EDGAR. You must complete this form and return to REGION 4 EDUCATION SERVICE CENTER along with your proposal.
The following certifications and provisions are required and apply when REGION 4 EDUCATION SERVICE CENTER expends
federal funds for any contract resulting from this procurement process. Pursuant to 2 C.F.R. § 200.326, all contracts, including small
purchases, awarded by the Agency and the Agency’s subcontractors shall contain the procurement provisions of Appendix II to Part
200, as applicable.
REQUIRED CONTRACT PROVISIONS FOR NON-FEDERAL ENTITY CONTRACTS UNDER FEDERAL AWARDS
APPENDIX II TO 2 CFR PART 200________________________________________
_ (A) Contracts for more than the simplified acquisition threshold currently set at $150,000, which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council
(Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances
where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate.
Pursuant to Federal Rule (A) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds, REGION 4
EDUCATION SERVICE CENTER reserves all rights and privileges under the applicable laws and regulations with respect to this
procurement in the event of breach of contract by either party.
Does Vendor agree? YES Initials of Authorized Representative of Vendor (B) Termination for cause and for convenience by the grantee or subgrantee including the manner by which it will be effected and the basis for settlement. (All contracts in excess of $10,000)
Pursuant to Federal Rule (B) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds, REGION 4
EDUCATION SERVICE CENTER reserves the right to immediately terminate any agreement in excess of $10,000 resulting from
this procurement process in the event of a breach or default of the agreement by Vendor in the event Vendor fails to: (1) meet
schedules, deadlines, and/or delivery dates within the time specified in the procurement solicitation, contract, and/or a purchase
order; (2) make any payments owed; or (3) otherwise perform in accordance with the contract and/or the procurement solicitation.
REGION 4 EDUCATION SERVICE CENTER also reserves the right to terminate the contract immediately, with written notice to
vendor, for convenience, if REGION 4 EDUCATION SERVICE CENTER believes, in its sole discretion that it is in the best interest
of REGION 4 EDUCATION SERVICE CENTER to do so. Vendor will be compensated for work performed and accepted and goods
accepted by REGION 4 EDUCATION SERVICE CENTER as of the termination date if the contract is terminated for convenience of
REGION 4 EDUCATION SERVICE CENTER. Any award under this procurement process is not exclusive and REGION 4
EDUCATION SERVICE CENTER reserves the right to purchase goods and services from other vendors when it is in REGION 4
EDUCATION SERVICE CENTER’s best interest.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
(C) Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause
provided under 41 CFR 60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR
12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order
11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of FederalContract Compliance Programs, Equal Employment Opportunity, Department of Labor.”
Pursuant to Federal Rule (C) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds on any federally
assisted construction contract, the equal opportunity clause is incorporated by reference herein.
Does Vendor agree to abide by the above? YES Initials of Authorized Representative of Vendor
Page 69 of 94
(D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all primeconstruction contracts in excess of $2,000 awarded by non-Federal entities must include a provision for compliancewith the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations(29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at
a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In
addition, contractors must be required to pay wages not less than once a week. The non-Federal entity must place a copyof the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to awarda contract or subcontract must be conditioned upon the acceptance of the wage determination. The non - Federal
entity must report all suspected or reported violations to the Federal awarding agency. The contracts must also include a
provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of
Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Wholeor in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must beprohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non -Federal entity must report all
suspected or reported violations to the Federal awarding agency.
Pursuant to Federal Rule (D) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds during the term of
an award for all contracts and subgrants for construction or repair, Vendor will be in compliance with all applicable Davis-Bacon Act
provisions.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
(E)Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by thenon-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision
for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under
40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the
basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that theworker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked inexcess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work andprovide that no laborer or mechanic must be required to work in surroundings or under working conditions which are
unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles
ordinarily available on the open market, or contracts for transportation or transmission of intelligence.
Pursuant to Federal Rule (E) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds, Vendor certifies
that Vendor will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act during the
term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER resulting from this procurement process.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
(F)Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the definition of “fundingagreement” under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small
business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental,developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the
requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms UnderGovernment Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awardingagency.
Pursuant to Federal Rule (F) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the vendor
certifies that during the term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER resulting from this
procurement process, the vendor agrees to comply with all applicable requirements as referenced in Federal Rule (F) above.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
(G)Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as amended—
Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non - Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C.7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be reported
to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).
Page 70 of 94
Pursuant to Federal Rule (G) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the vendor
certifies that during the term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER member resulting from
this procurement process, the vendor agrees to comply with all applicable requirements as referenced in Federal Rule (G) above.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
(H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and
12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties
debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549.
Pursuant to Federal Rule (H) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the vendor
certifies that during the term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER resulting from this
procurement process, the vendor certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participation by any federal department or agency.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
(I) Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000
must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated
funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency,
a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are
forwarded from tier to tier up to the non-Federal award.
Pursuant to Federal Rule (I) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the
vendor certifies that during the term and after the awarded term of an award for all contracts by REGION 4 EDUCATION SERVICE
CENTER resulting from this procurement process, the vendor certifies that it is in compliance with all applicable provisions of the
Byrd Anti-Lobbying Amendment (31 U.S.C.
1352). The undersigned further certifies that:
(1) No Federal appropriated funds have been paid or will be paid for on behalf of the undersigned, to any person for influencing or
attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of congress, or an employee of a Member of Congress in connection with the awarding
of a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and
the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or
attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of congress, or
an employee of a Member of Congress in connection with this Federal grant or cooperative agreement, the undersigned shall
complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all covered sub-
awards exceeding $100,000 in Federal funds at all appropriate tiers and that all subrecipients shall certify and disclose accor dingly.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS
When federal funds are expended by REGION 4 EDUCATION SERVICE CENTER for any contract resulting from this procurement
process, Vendor certifies that it will comply with the record retention requirements detailed in 2 CFR § 200.333. The Vendor further
certifies that Vendor will retain all records as required by 2 CFR § 200.333 for a period of three years after grantees or
subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters
are closed.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
Page 71 of 94
CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT
When REGION 4 EDUCATION SERVICE CENTER expends federal funds for any contract resulting from this procurement process,
Vendor certifies that it will comply with the mandatory standards and policies relating to energy efficiency which are contained
in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act
(42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18).
Does Vendor agree? YES Initials of Authorized Representative of Vendor
CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS
Vendor certifies that Vendor is in compliance with all applicable provisions of the Buy America Act. Purchases made in accordance
with the Buy America Act must still follow the applicable procurement rules calling for free and open competition.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
CERTIFICATION OF ACCESS TO RECORDS – 2 C.F.R. § 200.336
Vendor agrees that the Inspector General of the Agency or any of their duly authorized representatives shall have access to any
books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under the
Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and
reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
CERTIFICATION OF APPLICABILITY TO SUBCONTRACTORS
Vendor agrees that all contracts it awards pursuant to the Contract shall be bound by the foregoing terms and conditions.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
Vendor agrees to comply with all federal, state, and local laws, rules, regulations and ordinances, as applicable. It is
further acknowledged that vendor certifies compliance with all provisions, laws, acts, regulations, etc. as specifically
noted above.
Vendor’s Name: _______________________________________________________________________________________
Address, City, State, and Zip Code: _______________________________________________________________________
Phone Number: Fax Number: _________________________________
Printed Name and Title of Authorized Representative: __________________________________________________________
Email Address:
Signature of Authorized Representative: ____________________________Date:______________________
Page 72 of 94
DOC #9
OWNERSHIP DISCLOSURE FORM
(N.J.S. 52:25-24.2)
Pursuant to the requirements of P.L. 1999, Chapter 440 effective April 17, 2000 (Local
Public Contracts Law), the Offeror shall complete the form attached to these specifications
listing the persons owning 10 percent (10%) or more of the firm presenting the proposal.
Company Name:
Street:
City, State, Zip Code:
Complete as appropriate:
I _______________________________________, certify that I am the sole owner of
____________________________________, that there are no partners and the business
is not incorporated, and the provisions of N.J.S. 52:25-24.2 do not apply.
OR:
I _______________________________________, a partner
in___________________________, do hereby certify that the following is a list of all
individual partners who own a 10% or greater interest therein. I further certify that if one
(1) or more of the partners is itself a corporation or partnership, there is also set forth the
names and addresses of the stockholders holding 10% or more of that corporation’s stock
or the individual partners owning 10% or greater interest in that partnership.
OR:
I _______________________________________, an authorized representative of
______________________, a corporation, do hereby certify that the following is a list of
the names and addresses of all stockholders in the corporation who own 10% or more of
its stock of any class. I further certify that if one (1) or more of such stockholders is itself a
corporation or partnership, that there is also set forth the names and addresses of the
stockholders holding 10% or more of the corporation’s stock or the individual partners
owning a 10% or greater interest in that partnership.
(Note: If there are no partners or stockholders owning 10% or more interest, indicate
none.)
Name Address Interest
____
____
____
____
____
_ ____
I further certify that the statements and information contained herein, are complete and
correct to the best of my knowledge and belief.
__________________ ______________________________
Date Authorized Signature and Title Page 73 of 94
DOC #10
NON-COLLUSION AFFIDAVIT
Company Name:
Street:
City, State, Zip Code:
State of New Jersey
County of ____________________
I, ____ of the________________________________
Name City
in the County of ____________________________, State of _____________________
of full age, being duly sworn according to law on my oath depose and say that:
I am the _________________________of the firm of ____________________________
Title Company Name
the Offeror making the Proposal for the goods, services or public work specified under the
attached proposal, and that I executed the said proposal with full authority to do so; that
said Offeror has not directly or indirectly entered into any agreement, participated in any
collusion, or otherwise taken any action in restraint of free, competitive bidding in connection
with the above proposal, and that all statements contained in said proposal and in this
affidavit are true and correct, and made with full knowledge that _____________________
relies upon the truth of the statements contained in said proposal and in the statements
contained in this affidavit in awarding the contract for the said goods, services or public
work.
I further warrant that no person or selling agency has been employed or retained to solicit
or secure such contract upon an agreement or understanding for a commission,
percentage, brokerage or contingent fee, except bona fide employees or bona fide
established commercial or selling agencies maintained by
Company Name Authorized Signature & Title
Subscribed and sworn before me
this ______ day of ______________, 20____
__________________________________________
Notary Public of ______________________
My commission expires ___________ , 20____
SEAL
Page 74 of 94
DOC #11
AFFIRMATIVE ACTION AFFIDAVIT
(P.L. 1975, C.127)
Company Name:
Street:
City, State, Zip Code:
Proposal Certification:
Indicate below your compliance with New Jersey Affirmative Action regulations. Your
proposal will be accepted even if you are not in compliance at this time. No contract and/or
purchase order may be issued, however, until all Affirmative Action requirements are met.
Required Affirmative Action Evidence:
Procurement, Professional & Service Contracts (Exhibit A)
Vendors must submit with proposal:
1. A photo copy of their Federal Letter of Affirmative Action Plan Approval
OR
2. A photo copy of their Certificate of Employee Information Report
OR
3. A complete Affirmative Action Employee Information Report (AA302)
Public Work – Over $50,000 Total Project Cost:
A. No approved Federal or New Jersey Affirmative Action Plan. We will complete Report
Form
AA201-A upon receipt from the _______________________________
B. Approved Federal or New Jersey Plan – certificate enclosed ___________
I further certify that the statements and information contained herein, are complete and
correct to the best of my knowledge and belief.
__________________ ______________________________
Date Authorized Signature and Title
Page 75 of 94
P.L. 1995, c. 127 (N.J.A.C. 17:27)
MANDATORY AFFIRMATIVE ACTION LANGUAGE
PROCUREMENT, PROFESSIONAL AND SERVICE
CONTRACTS
During the performance of this contract, the contractor agrees as follows:
The contractor or subcontractor, where applicable, will not discriminate against any
employee or applicant for employment because of age, race, creed, color, national origin,
ancestry, marital status, sex, affectional or sexual orientation. The contractor will take
affirmative action to ensure that such applicants are recruited and employed, and that
employees are treated during employment, without regard to their age, race, creed, color,
national origin, ancestry, marital status, sex, affectional or sexual orientation. Such action
shall 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 Public Agency Compliance Officer setting forth
provisions of this non-discrimination clause.
The contractor or subcontractor, where applicable will, in all solicitations or advertisement
for employees placed by or on behalf of the contractor, state that all qualified applicants will
receive consideration for employment without regard to age, race, creed, color, national
origin, ancestry, marital status, sex, affectional or sexual orientation.
The contractor or subcontractor, where applicable, will send to each labor union or
representative of workers with which it has a collective bargaining agreement or other
contract or understanding, a notice, to be provided by the agency contracting officer
advising the labor union or workers' representative of the contractor's commitments under
this act and shall post copies of the notice in conspicuous places available to employees
and applicants for employment.
The contractor or subcontractor, where applicable, agrees to comply with any regulations
promulgated by the Treasurer pursuant to P.L. 1975, c. 127, as amended and
supplemented from time to time and the Americans with Disabilities Act.
The contractor or subcontractor agrees to attempt in good faith to employ minority and
female workers trade consistent with the applicable county employment goal prescribed by
N.J.A.C. 17:27-5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as
amended and supplemented from time to time or in accordance with a binding determination
of the applicable county employment goals determined by the Affirmative Action Office
pursuant to N.J.A.C. 17:27-5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127,
as amended and supplemented from time to time.
The contractor or subcontractor agrees to inform in writing appropriate recruitment agencies
in the area, including employment agencies, placement bureaus, colleges, universities,
labor unions, that it does not discriminate on the basis of age, creed, color, national origin,
ancestry, marital status, sex, affectional or sexual orientation, and that it will discontinue the
use of any recruitment agency which engages in direct or indirect discriminatory practices.
Page 76 of 94
The contractor or subcontractor agrees to revise any of it testing procedures, if necessary,
to assure that all personnel testing conforms with the principles of job-related testing, as
established by the
statutes and court decisions of the state of New Jersey and as established by applicable
Federal law and applicable Federal court decisions.
The contractor or subcontractor agrees to review all procedures relating to transfer,
upgrading, downgrading and lay-off to ensure that all such actions are taken without regard
to age, creed, color, national origin, ancestry, marital status, sex, affectional or sexual
orientation, and conform with the applicable employment goals, consistent with the statutes
and court decisions of the State of New Jersey, and applicable Federal law and applicable
Federal court decisions.
The contractor and its subcontractors shall furnish such report s or other documents to the
Affirmative Action Office as may be requested by the office from time to time in order to
carry out the purposes of these regulations, and public agencies shall furnish such
information as may be requested by the Affirmative Action Offic e for conducting a
compliance investigation pursuant to Subchapter 10 of the Administrative Code (NJAC
17:27).
________________________________________________
Signature of Procurement Agent
Page 77 of 94
Doc #12
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Public Agency Instructions
This page provides guidance to public agencies entering into contracts with business entities that
are required to file Political Contribution Disclosure forms with the agency. It is not intended to
be provided to contractors. What follows are instructions on the use of form local units can
provide to contractors that are required to disclose political contributions pursuant to N.J.S.A.
19:44A-20.26 (P.L. 2005, c. 271, s.2). Additional information on the process is available in Local
Finance Notice 2006-1 (http://www.nj.gov/dca/divisions/dlgs/resources/lfns_2006.html). Please
refer back to these instructions for the appropriate links, as the Local Finance Notices include
links that are no longer operational.
1. The disclosure is required for all contracts in excess of $17,500 that are not awarded
pursuant to a “fair and open” process (N.J.S.A. 19:44A-20.7).
2. Due to the potential length of some contractor submissions, the public agency should consider
allowing data to be submitted in electronic form (i.e., spreadsheet, pdf file, etc.). Submissions
must be kept with the contract documents or in an appropriate computer file and be available
for public access. The form is worded to accept this alternate submission. The text
should be amended if electronic submission will not be allowed.
3. The submission must be received from the contractor and on file at least 10 days prior to
award of the contract. Resolutions of award should reflect that the disclosure has been
received and is on file.
4. The contractor must disclose contributions made to candidate and party committees covering
a wide range of public agencies, including all public agencies that have elected officials in the
county of the public agency, state legislative positions, and various state entities. The Division
of Local Government Services recommends that contractors be provided a list of the affected
agencies. This will assist contractors in determining the campaign and political committees
of the officials and candidates affected by the disclosure.
a. The Division has prepared model disclosure forms for each county. They can be
downloaded from the “County PCD Forms” link on the Pay-to-Play web site at
http://www.nj.gov/dca/divisions/dlgs/programs/lpcl.html#12. They will be updated from
time-to-time as necessary.
b. A public agency using these forms should edit them to properly reflect the correct
legislative district(s). As the forms are county-based, they list all legislative districts
in each county. Districts that do not represent the public agency should be removed
from the lists.
c. Some contractors may find it easier to provide a single list that covers all contributions,
regardless of the county. These submissions are appropriate and should be accepted.
d. The form may be used “as-is”, subject to edits as described herein.
e. The “Contractor Instructions” sheet is intended to be provided with the form. It is
recommended that the Instructions and the form be printed on the same piece of paper.
The form notes that the Instructions are printed on the back of the form; where that is not
the case, the text should be edited accordingly.
f. The form is a Word document and can be edited to meet local needs, and posted for
download on web sites, used as an e-mail attachment, or provided as a printed document.
5. It is recommended that the contractor also complete a “Stockholder Disclosure
Certification.” This will assist the local unit in its obligation to ensure that
contractor did not make any prohibited contributions to the committees listed on
the Business Entity Disclosure Certification in the 12 months prior to the contract
Page 78 of 94
(See Local Finance Notice 2006-7 for additional information on this obligation at
http://www.nj.gov/dca/divisions/dlgs/resources/lfns_2006.html). A sample
Certification form is part of this package and the instruction to complete it is
included in the Contractor Instructions. NOTE: This section is not applicable to
Boards of Education.
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Contractor Instructions
Business entities (contractors) receiving contracts from a public agency that are NOT awarded
pursuant to a “fair and open” process (defined at N.J.S.A. 19:44A-20.7) are subject to the
provisions of P.L. 2005, c. 271, s.2 (N.J.S.A. 19:44A-20.26). This law provides that 10 days prior
to the award of such a contract, the contractor shall disclose contributions to:
any State, county, or municipal committee of a political party
any legislative leadership committee*
any continuing political committee (a.k.a., political action committee)
any candidate committee of a candidate for, or holder of, an elective office:
o of the public entity awarding the contract
o of that county in which that public entity is located
o of another public entity within that county
o or of a legislative district in which that public entity is located or, when the public
entity is a county, of any legislative district which includes all or part of the county
The disclosure must list reportable contributions to any of the committees that exceed $300 per
election cycle that were made during the 12 months prior to award of the contract. See N.J.S.A.
19:44A-8 and 19:44A-16 for more details on reportable contributions.
N.J.S.A. 19:44A-20.26 itemizes the parties from whom contributions must be disclosed when a
business entity is not a natural person. This includes the following:
individuals with an “interest” ownership or control of more than 10% of the profits or assets
of a business entity or 10% of the stock in the case of a business entity that is a corporation
for profit
all principals, partners, officers, or directors of the business entity or their spouses
any subsidiaries directly or indirectly controlled by the business entity
IRS Code Section 527 New Jersey based organizations, directly or indirectly controlled by
the business entity and filing as continuing political committees, (PACs).
When the business entity is a natural person, “a contribution by that person’s spouse or child,
residing therewith, shall be deemed to be a contribution by the business entity.” [N.J.S.A. 19:44A-
20.26(b)] The contributor must be listed on the disclosure.
Any business entity that fails to comply with the disclosure provisions shall be subject to a fine
imposed by ELEC in an amount to be determined by the Commission which may be based upon
the amount that the business entity failed to report.
The enclosed list of agencies is provided to assist the contractor in identifying those public
agencies whose elected official and/or candidate campaign committees are affected by the
disclosure requirement. It is the contractor’s responsibility to identify the specific committees to
Page 79 of 94
which contributions may have been made and need to be disclosed. The disclosed information
may exceed the minimum requirement.
The enclosed form, a content-consistent facsimile, or an electronic data file containing the
required details (along with a signed cover sheet) may be used as the contractor’s submission
and is disclosable to the public under the Open Public Records Act.
The contractor must also complete the attached Stockholder Disclosure Certification. This will
assist the agency in meeting its obligations under the law. NOTE: This section does not apply
to Board of Education contracts.
* N.J.S.A. 19:44A-3(s): “The term "legislative leadership committee" means a committee established,
authorized to be established, or designated by the President of the Senate, the Minority Leader of the
Senate, the Speaker of the General Assembly or the Minority Leader of the General Assembly pursuant to
section 16 of P.L.1993, c.65 (C.19:44A-10.1) for the purpose of receiving contributions and making
expenditures.”
Page 80 of 94
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant to N.J.S.A. 19:44A-20.26
This form or its permitted facsimile must be submitted to the local unit
no later than 10 days prior to the award of the contract.
Part I – Vendor Information
Vendor Name:
Address:
City: State: Zip:
The undersigned being authorized to certify, hereby certifies that the submission provided herein
represents compliance with the provisions of N.J.S.A. 19:44A-20.26 and as represented by the
Instructions accompanying this form.
_______________________ _______________________ ________________________
Signature Printed Name Title
Part II – Contribution Disclosure
Disclosure requirement: Pursuant to N.J.S.A. 19:44A-20.26 this disclosure must include all
reportable political contributions (more than $300 per election cycle) over the 12 months
prior to submission to the committees of the government entities listed on the form
provided by the local unit.
Check here if disclosure is provided in electronic form
Contributor Name Recipient Name Date Dollar Amount
$
Check here if the information is continued on subsequent page(s)
Page 81 of 94
Continuation Page
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant To N.J.S.A. 19:44A-20.26
Page ___ of ______
Vendor Name:
Contributor Name Recipient Name Date Dollar Amount
$
Check here if the information is continued on subsequent page(s)
Page 82 of 94
List of Agencies with Elected Officials Required for Political Contribution
Disclosure
N.J.S.A. 19:44A-20.26
County Name:
State: Governor, and Legislative Leadership Committees
Legislative District #s:
State Senator and two members of the General Assembly per district.
County:
Freeholders County Clerk Sheriff
{County Executive} Surrogate
Municipalities (Mayor and members of governing body, regardless of title):
USERS SHOULD CREATE THEIR OWN FORM, OR
DOWNLOAD FROM THE PAY TO PLAY SECTION OF THE
DLGS WEBSITE A COUNTY-BASED, CUSTOMIZABLE FORM.
Page 83 of 94
DOC #13
STOCKHOLDER DISCLOSURE CERTIFICATION
Name of Business:
I certify that the list below contains the names and home addresses of all
stockholders holding 10% or more of the issued and outstanding stock of the
undersigned.
OR
I certify that no one stockholder owns 10% or more of the issued and
outstanding stock of the undersigned.
Check the box that represents the type of business organization:
Partnership Corporation Sole Proprietorship
Limited Partnership Limited Liability Corporation Limited Liability Partnership
Subchapter S Corporation
Sign and notarize the form below, and, if necessary, complete the stockholder
list below.
Stockholders:
Name: Name:
Home Address:
Home Address:
Name: Name:
Home Address: Home Address:
Name:
Name:
Home Address:
Home Address:
Subscribed and sworn before me this ___ day of
___________, 2 __.
(Notary Public)
My Commission expires:
_________________________________
(Affiant)
________________________________
(Print name & title of affiant)
(Corporate Seal)
Page 84 of 94
DOC #14
Certification of Non-Involvement in Prohibited Activities in Iran
Pursuant to N.J.S.A. 52:32-58, Offerors must certify that neither the Offeror, nor any
of its parents, subsidiaries, and/or affiliates (as defined in N.J.S.A. 52:32 – 56(e) (3)),
is listed on the Department of the Treasury’s List of Persons or Entities Engaging in
Prohibited Investment Activities in Iran and that neither is involved in any of the
investment activities set forth in N.J.S.A. 52:32 – 56(f).
Offerors wishing to do business in New Jersey through this contract must fill out the
Certification of Non-Involvement in Prohibited Activities in Iran here:
http://www.state.nj.us/humanservices/dfd/info/standard/fdc/disclosure_investmentact.
pdf.
Offerors should submit the above form completed with their proposal.
Page 85 of 94
DOC #15
NEW JERSEY BUSINESS REGISTRATION CERTIFICATE
(N.J.S.A. 52:32-44)
Offerors wishing to do business in New Jersey must submit their State Division of
Revenue issued Business Registration Certificate with their proposal here. Failure to
do so will disqualify the Offeror from offering products or services in New Jersey
through any resulting contract.
http://www.state.nj.us/treasury/revenue/forms/njreg.pdf
Page 86 of 94
Appendix I:
STATE NOTICE
Pursuant to certain state notice provisions, including but not limited to Oregon Revised Statutes
Chapter 279A.220, the following public agencies and political subdivisions of the referenced
public agencies are eligible to register with TCPN and access the Vendor Contract award made
pursuant to this solicitation, and hereby given notice of the foregoing request for proposals for
purposes of complying with the procedural requirements of said statutes:
Nationwide:
State of Alabama State of Hawaii State of Massachusetts State of New
Mexico
State of South
Dakota
State of Alaska State of Idaho State of Michigan State of New
York
State of
Tennessee
State of Arizona State of Illinois State of Minnesota State of North
Carolina
State of Texas
State of Arkansas State of Indiana State of Mississippi State of North
Dakota
State of Utah
State of California State of Iowa State of Missouri State of Ohio State of Vermont
State of Colorado State of Kansas State of Montana State of
Oklahoma
State of Virginia
State of
Connecticut
State of
Kentucky
State of Nebraska State of Oregon State of
Washington
State of Delaware State of
Louisiana
State of Nevada State of
Pennsylvania
State of West
Virginia
State of Florida State of Maine State of New
Hampshire
State of Rhode
Island
State of Wisconsin
State of Georgia State of
Maryland
State of New Jersey State of South
Carolina
State of Wyoming
District of
Columbia
Lists of political subdivisions and local governments in the above referenced states/districts may
be found at http://www.usa.gov/Agencies/State_and_Territories.shtml and
http://www.usa.gov/Agencies/Local.shtml
Certain Public Agencies and Political Subdivisions:
CITIES, TOWNS, VILLAGES AND BOROUGHS
INCLUDING BUT NOT LIMITED TO:
BAKER CITY GOLF COURSE, OR
CITY OF ADAIR VILLAGE, OR
CITY OF ASHLAND, OR
CITY OF AUMSVILLE, OR
CITY OF AURORA, OR
CITY OF BAKER, OR
CITY OF BATON ROUGE, LA
CITY OF BEAVERTON, OR
CITY OF BEND, OR
CITY OF BOARDMAN, OR
CITY OF BONANAZA, OR
CITY OF BOSSIER CITY, LA
CITY OF BROOKINGS, OR
CITY OF BURNS, OR
CITY OF CANBY, OR
CITY OF CANYONVILLE, OR
CITY OF CLATSKANIE, OR
CITY OF COBURG, OR
CITY OF CONDON, OR
CITY OF COQUILLE, OR
CITY OF CORVALLI, OR
CITY OF CORVALLIS PARKS AND
RECREATION DEPARTMENT, OR
CITY OF COTTAGE GROVE, OR
CITY OF DONALD, OR
CITY OF EUGENE, OR
CITY OF FOREST GROVE, OR
CITY OF GOLD HILL, OR
CITY OF GRANTS PASS, OR
Page 87 of 94
CITY OF GRESHAM, OR
CITY OF HILLSBORO, OR
CITY OF INDEPENDENCE, OR
CITY AND COUNTY OF HONOLULU, HI
CITY OF KENNER, LA
CITY OF LA GRANDE, OR
CITY OF LAFAYETTE, LA
CITY OF LAKE CHARLES, OR
CITY OF LEBANON, OR
CITY OF MCMINNVILLE, OR
CITY OF MEDFORD, OR
CITY OF METAIRIE, LA
CITY OF MILL CITY, OR
CITY OF MILWAUKIE, OR
CITY OF MONROE, LA
CITY OF MOSIER, OR
CITY OF NEW ORLEANS, LA
CITY OF NORTH PLAINS, OR
CITY OF OREGON CITY, OR
CITY OF PILOT ROCK, OR
CITY OF PORTLAND, OR
CITY OF POWERS, OR
CITY OF PRINEVILLE, OR
CITY OF REDMOND, OR
CITY OF REEDSPORT, OR
CITY OF RIDDLE, OR
CITY OF ROGUE RIVER, OR
CITY OF ROSEBURG, OR
CITY OF SALEM, OR
CITY OF SANDY, OR
CITY OF SCAPPOOSE, OR
CITY OF SHADY COVE, OR
CITY OF SHERWOOD, OR
CITY OF SHREVEPORT, LA
CITY OF SILVERTON, OR
CITY OF SPRINGFIELD, OR
CITY OF ST. HELENS, OR
CITY OF ST. PAUL, OR
CITY OF SULPHUR, LA
CITY OF TIGARD, OR
CITY OF TROUTDALE, OR
CITY OF TUALATIN, OR
CITY OF WALKER, LA
CITY OF WARRENTON, OR
CITY OF WEST LINN, OR
CITY OF WILSONVILLE, OR
CITY OF WINSTON, OR
CITY OF WOODBURN, OR
LEAGUE OF OREGON CITES
THE CITY OF HAPPY VALLEY OREGON
ALPINE, UT
ALTA, UT
ALTAMONT, UT
ALTON, UT
AMALGA, UT
AMERICAN FORK CITY, UT
ANNABELLA, UT
ANTIMONY, UT
APPLE VALLEY, UT
AURORA, UT
BALLARD, UT
BEAR RIVER CITY, UT
BEAVER, UT
BICKNELL, UT
BIG WATER, UT
BLANDING, UT
BLUFFDALE, UT
BOULDER, UT
CITY OF BOUNTIFUL, UT
BRIAN HEAD, UT
BRIGHAM CITY CORPORATION, UT
BRYCE CANYON CITY, UT
CANNONVILLE, UT
CASTLE DALE, UT
CASTLE VALLEY, UT
CITY OF CEDAR CITY, UT
CEDAR FORT, UT
CITY OF CEDAR HILLS, UT
CENTERFIELD, UT
CENTERVILLE CITY CORPORATION, UT
CENTRAL VALLEY, UT
CHARLESTON, UT
CIRCLEVILLE, UT
CLARKSTON, UT
CLAWSON, UT
CLEARFIELD, UT
CLEVELAND, UT
CLINTON CITY CORPORATION, UT
COALVILLE, UT
CORINNE, UT
CORNISH, UT
COTTONWOOD HEIGHTS, UT
DANIEL, UT
DELTA, UT
DEWEYVILLE, UT
DRAPER CITY, UT
DUCHESNE, UT
EAGLE MOUNTAIN, UT
EAST CARBON, UT
ELK RIDGE, UT
ELMO, UT
ELSINORE, UT
ELWOOD, UT
EMERY, UT
ENOCH, UT
ENTERPRISE, UT
EPHRAIM, UT
ESCALANTE, UT
EUREKA, UT
FAIRFIELD, UT
FAIRVIEW, UT
FARMINGTON, UT
FARR WEST, UT
FAYETTE, UT
FERRON, UT
FIELDING, UT
FILLMORE, UT
FOUNTAIN GREEN, UT
FRANCIS, UT
FRUIT HEIGHTS, UT
GARDEN CITY, UT
GARLAND, UT
GENOLA, UT
GLENDALE, UT
GLENWOOD, UT
GOSHEN, UT
GRANTSVILLE, UT
GREEN RIVER, UT
Page 88 of 94
GUNNISON, UT
HANKSVILLE, UT
HARRISVILLE, UT
HATCH, UT
HEBER CITY CORPORATION, UT
HELPER, UT
HENEFER, UT
HENRIEVILLE, UT
HERRIMAN, UT
HIDEOUT, UT
HIGHLAND, UT
HILDALE, UT
HINCKLEY, UT
HOLDEN, UT
HOLLADAY, UT
HONEYVILLE, UT
HOOPER, UT
HOWELL, UT
HUNTINGTON, UT
HUNTSVILLE, UT
CITY OF HURRICANE, UT
HYDE PARK, UT
HYRUM, UT
INDEPENDENCE, UT
IVINS, UT
JOSEPH, UT
JUNCTION, UT
KAMAS, UT
KANAB, UT
KANARRAVILLE, UT
KANOSH, UT
KAYSVILLE, UT
KINGSTON, UT
KOOSHAREM, UT
LAKETOWN, UT
LA VERKIN, UT
LAYTON, UT
LEAMINGTON, UT
LEEDS, UT
LEHI CITY CORPORATION, UT
LEVAN, UT
LEWISTON, UT
LINDON, UT
LOA, UT
LOGAN CITY, UT
LYMAN, UT
LYNNDYL, UT
MANILA, UT
MANTI, UT
MANTUA, UT
MAPLETON, UT
MARRIOTT-SLATERVILLE, UT
MARYSVALE, UT
MAYFIELD, UT
MEADOW, UT
MENDON, UT
MIDVALE CITY INC., UT
MIDWAY, UT
MILFORD, UT
MILLVILLE, UT
MINERSVILLE, UT
MOAB, UT
MONA, UT
MONROE, UT
CITY OF MONTICELLO, UT
MORGAN, UT
MORONI, UT
MOUNT PLEASANT, UT
MURRAY CITY CORPORATION, UT
MYTON, UT
NAPLES, UT
NEPHI, UT
NEW HARMONY, UT
NEWTON, UT
NIBLEY, UT
NORTH LOGAN, UT
NORTH OGDEN, UT
NORTH SALT LAKE CITY, UT
OAK CITY, UT
OAKLEY, UT
OGDEN CITY CORPORATION, UT
OPHIR, UT
ORANGEVILLE, UT
ORDERVILLE, UT
OREM, UT
PANGUITCH, UT
PARADISE, UT
PARAGONAH, UT
PARK CITY, UT
PAROWAN, UT
PAYSON, UT
PERRY, UT
PLAIN CITY, UT
PLEASANT GROVE CITY, UT
PLEASANT VIEW, UT
PLYMOUTH, UT
PORTAGE, UT
PRICE, UT
PROVIDENCE, UT
PROVO, UT
RANDOLPH, UT
REDMOND, UT
RICHFIELD, UT
RICHMOND, UT
RIVERDALE, UT
RIVER HEIGHTS, UT
RIVERTON CITY, UT
ROCKVILLE, UT
ROCKY RIDGE, UT
ROOSEVELT CITY CORPORATION, UT
ROY, UT
RUSH VALLEY, UT
CITY OF ST. GEORGE, UT
SALEM, UT
SALINA, UT
SALT LAKE CITY CORPORATION, UT
SANDY, UT
SANTA CLARA, UT
SANTAQUIN, UT
SARATOGA SPRINGS, UT
SCIPIO, UT
SCOFIELD, UT
SIGURD, UT
SMITHFIELD, UT
SNOWVILLE, UT
CITY OF SOUTH JORDAN, UT
SOUTH OGDEN, UT
CITY OF SOUTH SALT LAKE, UT
Page 89 of 94
SOUTH WEBER, UT
SPANISH FORK, UT
SPRING CITY, UT
SPRINGDALE, UT
SPRINGVILLE, UT
STERLING, UT
STOCKTON, UT
SUNNYSIDE, UT
SUNSET CITY CORP, UT
SYRACUSE, UT
TABIONA, UT
CITY OF TAYLORSVILLE, UT
TOOELE CITY CORPORATION, UT
TOQUERVILLE, UT
TORREY, UT
TREMONTON CITY, UT
TRENTON, UT
TROPIC, UT
UINTAH, UT
VERNAL CITY, UT
VERNON, UT
VINEYARD, UT
VIRGIN, UT
WALES, UT
WALLSBURG, UT
WASHINGTON CITY, UT
WASHINGTON TERRACE, UT
WELLINGTON, UT
WELLSVILLE, UT
WENDOVER, UT
WEST BOUNTIFUL, UT
WEST HAVEN, UT
WEST JORDAN, UT
WEST POINT, UT
WEST VALLEY CITY, UT
WILLARD, UT
WOODLAND HILLS, UT
WOODRUFF, UT
WOODS CROSS, UT
COUNTIES AND PARISHES INCLUDING BUT
NOT LIMITED TO:
ASCENSION PARISH, LA
ASCENSION PARISH, LA, CLEAR OF COURT
CADDO PARISH, LA
CALCASIEU PARISH, LA
CALCASIEU PARISH SHERIFF’S OFFICE, LA
CITY AND COUNTY OF HONOLULU, HI
CLACKAMAS COUNTY, OR
CLACKAMAS COUNTY DEPT OF
TRANSPORTATION, OR
CLATSOP COUNTY, OR
COLUMBIA COUNTY, OR
COOS COUNTY, OR
COOS COUNTY HIGHWAY DEPARTMENT, OR
COUNTY OF HAWAII, OR
CROOK COUNTY, OR
CROOK COUNTY ROAD DEPARTMENT, OR
CURRY COUNTY, OR
DESCHUTES COUNTY, OR
DOUGLAS COUNTY, OR
EAST BATON ROUGE PARISH, LA
GILLIAM COUNTY, OR
GRANT COUNTY, OR
HARNEY COUNTY, OR
HARNEY COUNTY SHERIFFS OFFICE, OR
HAWAII COUNTY, HI
HOOD RIVER COUNTY, OR
JACKSON COUNTY, OR
JEFFERSON COUNTY, OR
JEFFERSON PARISH, LA
JOSEPHINE COUNTY GOVERNMENT, OR
LAFAYETTE CONSOLIDATED GOVERNMENT,
LA
LAFAYETTE PARISH, LA
LAFAYETTE PARISH CONVENTION &
VISITORS COMMISSION
LAFOURCHE PARISH, LA
KAUAI COUNTY, HI
KLAMATH COUNTY, OR
LAKE COUNTY, OR
LANE COUNTY, OR
LINCOLN COUNTY, OR
LINN COUNTY, OR
LIVINGSTON PARISH, LA
MALHEUR COUNTY, OR
MAUI COUNTY, HI
MARION COUNTY, SALEM, OR
MORROW COUNTY, OR
MULTNOMAH COUNTY, OR
MULTNOMAH COUNTY BUSINESS AND
COMMUNITY SERVICES, OR
MULTNOMAH COUNTY SHERIFFS OFFICE, OR
MULTNOMAH LAW LIBRARY, OR
ORLEANS PARISH, LA
PLAQUEMINES PARISH, LA
POLK COUNTY, OR
RAPIDES PARISH, LA
SAINT CHARLES PARISH, LA
SAINT CHARLES PARISH PUBLIC SCHOOLS,
LA
SAINT LANDRY PARISH, LA
SAINT TAMMANY PARISH, LA
SHERMAN COUNTY, OR
TERREBONNE PARISH, LA
TILLAMOOK COUNTY, OR
TILLAMOOK COUNTY SHERIFF'S OFFICE, OR
TILLAMOOK COUNTY GENERAL HOSPITAL,
OR
UMATILLA COUNTY, OR
UNION COUNTY, OR
WALLOWA COUNTY, OR
WASCO COUNTY, OR
WASHINGTON COUNTY, OR
WEST BATON ROUGE PARISH, LA
WHEELER COUNTY, OR
YAMHILL COUNTY, OR
COUNTY OF BOX ELDER, UT
COUNTY OF CACHE, UT
COUNTY OF RICH, UT
COUNTY OF WEBER, UT
COUNTY OF MORGAN, UT
COUNTY OF DAVIS, UT
COUNTY OF SUMMIT, UT
COUNTY OF DAGGETT, UT
COUNTY OF SALT LAKE, UT
COUNTY OF TOOELE, UT
COUNTY OF UTAH, UT
Page 90 of 94
COUNTY OF WASATCH, UT
COUNTY OF DUCHESNE, UT
COUNTY OF UINTAH, UT
COUNTY OF CARBON, UT
COUNTY OF SANPETE, UT
COUNTY OF JUAB, UT
COUNTY OF MILLARD, UT
COUNTY OF SEVIER, UT
COUNTY OF EMERY, UT
COUNTY OF GRAND, UT
COUNTY OF BEVER, UT
COUNTY OF PIUTE, UT
COUNTY OF WAYNE, UT
COUNTY OF SAN JUAN, UT
COUNTY OF GARFIELD, UT
COUNTY OF KANE, UT
COUNTY OF IRON, UT
COUNTY OF WASHINGTON, UT
OTHER AGENCIES INCLUDING
ASSOCIATIONS, BOARDS, DISTRICTS,
COMMISSIONS, COUNCILS, PUBLIC
CORPORATIONS, PUBLIC DEVELOPMENT
AUTHORITIES, RESERVATIONS AND
UTILITIES INCLUDING BUT NOT LIMITED TO:
BANKS FIRE DISTRICT, OR
BATON ROUGE WATER COMPANY
BEND METRO PARK AND RECREATION
DISTRICT
BIENVILLE PARISH FIRE PROTECTION
DISTRICT 6, LA
BOARDMAN PARK AND RECREATION
DISTRICT
CENTRAL CITY ECONOMIC OPPORTUNITY
CORP, LA
CENTRAL OREGON INTERGOVERNMENTAL
COUNCIL
CITY OF BOGALUSA SCHOOL BOARD, LA
CLACKAMAS RIVER WATER
CLATSKANIE PEOPLE'S UTILITY DISTRICT
CLEAN WATER SERVICES
CONFEDERATED TRIBES OF THE UMATILLA
INDIAN RESERVATION
COOS FOREST PROTECTIVE ASSOCIATION
CHEHALEM PARK AND RECREATION
DISTRICT
DAVID CROCKETT STEAM FIRE COMPANY #1,
LA
EUGENE WATER AND ELECTRIC BOARD
HONOLULU INTERNATIONAL AIRPORT
HOODLAND FIRE DISTRICT #74
HOUSING AUTHORITY OF PORTLAND
ILLINOIS VALLEY FIRE DISTRICT
LAFAYETTE AIRPORT COMMISSION, LA
LAFOURCHE PARISH HEALTH UNIT – DHH-
OPH REGION 3
LOUISIANA PUBLIC SERVICE COMMISSION,
LA
LOUISIANA WATER WORKS
MEDFORD WATER COMMISSION
MELHEUR COUNTY JAIL, OR
METRO REGIONAL GOVERNMENT
METRO REGIONAL PARKS
METROPOLITAN EXPOSITION RECREATION
COMMISSION
METROPOLITAN SERVICE DISTRICT (METRO)
MULTNOMAH EDUCATION SERVICE DISTRICT
NEW ORLEANS REDEVELOPMENT
AUTHORITY, LA
NORTHEAST OREGON HOUSING AUTHORITY,
OR
PORT OF BRANDON, OR
PORT OF MORGAN CITY, LA
PORTLAND DEVELOPMENT COMMISSION, OR
PORTLAND FIRE AND RESCUE
PORTLAND HOUSING CENTER, OR
OREGON COAST COMMUNITY ACTION
OREGON HOUSING AND COMMUNITY
SERVICES
OREGON LEGISLATIVE ADMINISTRATION
OREGON PARKS AND RECREATION
DISTRICTS
ROGUE VALLEY SEWER, OR
SAINT LANDRY PARISH TOURIST
COMMISSION
SAINT MARY PARISH REC DISTRICT 2
SAINT MARY PARISH REC DISTRICT 3
SAINT TAMMANY FIRE DISTRICT 4, LA
SALEM MASS TRANSIT DISTRICT
SEWERAGE AND WATER BOARD OF NEW
ORLEANS, LA
SOUTH LAFOURCHE LEVEE DISTRICT, LA
TRI-COUNTY METROPOLITAN
TRANSPORTATION DISTRICT OF OREGON
TUALATIN HILLS PARK & RECREATION
DISTRICT
TUALATIN VALLEY FIRE & RESCUE
TUALATIN VALLEY WATER DISTRICT
WILLAMALANE PARK AND RECREATION
DISTRICT
WILLAMETTE HUMANE SOCIETY
K-12 INCLUDING BUT NOT LIMITED TO:
ACADIA PARISH SCHOOL BOARD
BEAVERTON SCHOOL DISTRICT
BEND-LA PINE SCHOOL DISTRICT
BOGALUSA HIGH SCHOOL, LA
BOSSIER PARISH SCHOOL BOARD
BROOKING HARBOR SCHOOL DISTRICT
CADDO PARISH SCHOOL DISTRICT
CALCASIEU PARISH SCHOOL DISTRICT
CANBY SCHOOL DISTRICT
CANYONVILLE CHRISTIAN ACADEMY
CASCADE SCHOOL DISTRICT
CASCADES ACADEMY OF CENTRAL OREGON
CENTENNIAL SCHOOL DISTRICT
CENTRAL CATHOLIC HIGH SCHOOL
CENTRAL POINT SCHOOL DISTRICT NO.6
CENTRAL SCHOOL DISTRICT 13J
COOS BAY SCHOOL DISTRICT NO.9
CORVALLIS SCHOOL DISTRICT 509J
COUNTY OF YAMHILL SCHOOL DISTRICT 29
CULVER SCHOOL DISTRICT
DALLAS SCHOOL DISTRICT NO.2
DAVID DOUGLAS SCHOOL DISTRICT
DAYTON SCHOOL DISTRICT NO.8
Page 91 of 94
DE LA SALLE N CATHOLIC HS
DESCHUTES COUNTY SCHOOL DISTRICT
NO.6
DOUGLAS EDUCATIONAL DISTRICT SERVICE
DUFUR SCHOOL DISTRICT NO.29
EAST BATON ROUGE PARISH SCHOOL
DISTRICT
ESTACADA SCHOOL DISTRICT NO.10B
FOREST GROVE SCHOOL DISTRICT
GEORGE MIDDLE SCHOOL
GLADSTONE SCHOOL DISTRICT
GRANTS PASS SCHOOL DISTRICT 7
GREATER ALBANY PUBLIC SCHOOL DISTRICT
GRESHAM BARLOW JOINT SCHOOL DISTRICT
HEAD START OF LANE COUNTY
HIGH DESERT EDUCATION SERVICE
DISTRICT
HILLSBORO SCHOOL DISTRICT
HOOD RIVER COUNTY SCHOOL DISTRICT
JACKSON CO SCHOOL DIST NO.9
JEFFERSON COUNTY SCHOOL DISTRICT 509-
J
JEFFERSON PARISH SCHOOL DISTRICT
JEFFERSON SCHOOL DISTRICT
JUNCTION CITY SCHOOLS, OR
KLAMATH COUNTY SCHOOL DISTRICT
KLAMATH FALLS CITY SCHOOLS
LAFAYETTE PARISH SCHOOL DISTRICT
LAKE OSWEGO SCHOOL DISTRICT 7J
LANE COUNTY SCHOOL DISTRICT 4J
LINCOLN COUNTY SCHOOL DISTRICT
LINN CO. SCHOOL DIST. 95C
LIVINGSTON PARISH SCHOOL DISTRICT
LOST RIVER JR/SR HIGH SCHOOL
LOWELL SCHOOL DISTRICT NO.71
MARION COUNTY SCHOOL DISTRICT
MARION COUNTY SCHOOL DISTRICT 103
MARIST HIGH SCHOOL, OR
MCMINNVILLE SCHOOL DISTRICT NOAO
MEDFORD SCHOOL DISTRICT 549C
MITCH CHARTER SCHOOL
MONROE SCHOOL DISTRICT NO.1J
MORROW COUNTY SCHOOL DIST, OR
MULTNOMAH EDUCATION SERVICE DISTRICT
MULTISENSORY LEARNING ACADEMY
MYRTLE PINT SCHOOL DISTRICT 41
NEAH-KAH-NIE DISTRICT NO.56
NEWBERG PUBLIC SCHOOLS
NESTUCCA VALLEY SCHOOL DISTRICT
NO.101
NOBEL LEARNING COMMUNITIES
NORTH BEND SCHOOL DISTRICT 13
NORTH CLACKAMAS SCHOOL DISTRICT
NORTH DOUGLAS SCHOOL DISTRICT
NORTH WASCO CITY SCHOOL DISTRICT 21
NORTHWEST REGIONAL EDUCATION
SERVICE DISTRICT
ONTARIO MIDDLE SCHOOL
OREGON TRAIL SCHOOL DISTRICT NOA6
ORLEANS PARISH SCHOOL DISTRICT
PHOENIX-TALENT SCHOOL DISTRICT NOA
PLEASANT HILL SCHOOL DISTRICT
PORTLAND JEWISH ACADEMY
PORTLAND PUBLIC SCHOOLS
RAPIDES PARISH SCHOOL DISTRICT
REDMOND SCHOOL DISTRICT
REYNOLDS SCHOOL DISTRICT
ROGUE RIVER SCHOOL DISTRICT
ROSEBURG PUBLIC SCHOOLS
SCAPPOOSE SCHOOL DISTRICT 1J
SAINT TAMMANY PARISH SCHOOL BOARD, LA
SEASIDE SCHOOL DISTRICT 10
SHERWOOD SCHOOL DISTRICT 88J
SILVER FALLS SCHOOL DISTRICT 4J
SOUTH LANE SCHOOL DISTRICT 45J3
SOUTHERN OREGON EDUCATION SERVICE
DISTRICT
SPRINGFIELD PUBLIC SCHOOLS
SUTHERLIN SCHOOL DISTRICT
SWEET HOME SCHOOL DISTRICT NO.55
TERREBONNE PARISH SCHOOL DISTRICT
THE CATLIN GABEL SCHOOL
TIGARD-TUALATIN SCHOOL DISTRICT
UMATILLA MORROW ESD
WEST LINN WILSONVILLE SCHOOL DISTRICT
WILLAMETTE EDUCATION SERVICE DISTRICT
WOODBURN SCHOOL DISTRICT
YONCALLA SCHOOL DISTRICT
ACADEMY FOR MATH ENGINEERING &
SCIENCE (AMES) , UT
ALIANZA ACADEMY , UT
ALPINE DISTRICT , UT
AMERICAN LEADERSHIP ACADEMY , UT
AMERICAN PREPARATORY ACADEMY , UT
BAER CANYON HIGH SCHOOL FOR SPORTS &
MEDICAL SCIENCES , UT
BEAR RIVER CHARTER SCHOOL , UT
BEAVER SCHOOL DISTRICT , UT
BEEHIVE SCIENCE & TECHNOLOGY
ACADEMY (BSTA) , UT
BOX ELDER SCHOOL DISTRICT , UT
CBA CENTER , UT
CACHE SCHOOL DISTRICT , UT
CANYON RIM ACADEMY , UT
CANYONS DISTRICT , UT
CARBON SCHOOL DISTRICT , UT
CHANNING HALL , UT
CHARTER SCHOOL LEWIS ACADEMY , UT
CITY ACADEMY , UT
DAGGETT SCHOOL DISTRICT , UT
DAVINCI ACADEMY , UT
DAVIS DISTRICT , UT
DUAL IMMERSION ACADEMY , UT
DUCHESNE SCHOOL DISTRICT , UT
EARLY LIGHT ACADEMY AT DAYBREAK , UT
EAST HOLLYWOOD HIGH , UT
EDITH BOWEN LABORATORY SCHOOL , UT
EMERSON ALCOTT ACADEMY , UT
EMERY SCHOOL DISTRICT , UT
ENTHEOS ACADEMY , UT
EXCELSIOR ACADEMY , UT
FAST FORWARD HIGH , UT
FREEDOM ACADEMY , UT
GARFIELD SCHOOL DISTRICT , UT
GATEWAY PREPARATORY ACADEMY , UT
GEORGE WASHINGTON ACADEMY , UT
GOOD FOUNDATION ACADEMY , UT
GRAND SCHOOL DISTRICT , UT
Page 92 of 94
GRANITE DISTRICT , UT
GUADALUPE SCHOOL , UT
HAWTHORN ACADEMY , UT
INTECH COLLEGIATE HIGH SCHOOL , UT
IRON SCHOOL DISTRICT , UT
ITINERIS EARLY COLLEGE HIGH , UT
JOHN HANCOCK CHARTER SCHOOL , UT
JORDAN DISTRICT , UT
JUAB SCHOOL DISTRICT , UT
KANE SCHOOL DISTRICT , UT
KARL G MAESER PREPARATORY ACADEMY ,
UT
LAKEVIEW ACADEMY , UT
LEGACY PREPARATORY ACADEMY , UT
LIBERTY ACADEMY , UT
LINCOLN ACADEMY , UT
LOGAN SCHOOL DISTRICT , UT
MARIA MONTESSORI ACADEMY , UT
MERIT COLLEGE PREPARATORY ACADEMY ,
UT
MILLARD SCHOOL DISTRICT , UT
MOAB CHARTER SCHOOL , UT
MONTICELLO ACADEMY , UT
MORGAN SCHOOL DISTRICT , UT
MOUNTAINVILLE ACADEMY , UT
MURRAY SCHOOL DISTRICT , UT
NAVIGATOR POINTE ACADEMY , UT
NEBO SCHOOL DISTRICT , UT
NO UT ACAD FOR MATH ENGINEERING &
SCIENCE (NUAMES) , UT
NOAH WEBSTER ACADEMY , UT
NORTH DAVIS PREPARATORY ACADEMY , UT
NORTH SANPETE SCHOOL DISTRICT , UT
NORTH STAR ACADEMY , UT
NORTH SUMMIT SCHOOL DISTRICT , UT
ODYSSEY CHARTER SCHOOL , UT
OGDEN PREPARATORY ACADEMY , UT
OGDEN SCHOOL DISTRICT , UT
OPEN CLASSROOM , UT
OPEN HIGH SCHOOL OF UTAH , UT
OQUIRRH MOUNTAIN CHARTER SCHOOL , UT
PARADIGM HIGH SCHOOL , UT
PARK CITY SCHOOL DISTRICT , UT
PINNACLE CANYON ACADEMY , UT
PIUTE SCHOOL DISTRICT , UT
PROVIDENCE HALL , UT
PROVO SCHOOL DISTRICT , UT
QUAIL RUN PRIMARY SCHOOL , UT
QUEST ACADEMY , UT
RANCHES ACADEMY , UT
REAGAN ACADEMY , UT
RENAISSANCE ACADEMY , UT
RICH SCHOOL DISTRICT , UT
ROCKWELL CHARTER HIGH SCHOOL , UT
SALT LAKE ARTS ACADEMY , UT
SALT LAKE CENTER FOR SCIENCE
EDUCATION, UT
SALT LAKE SCHOOL DISTRICT , UT
SALT LAKE SCHOOL FOR THE PERFORMING
ARTS, UT
SAN JUAN SCHOOL DISTRICT , UT
SEVIER SCHOOL DISTRICT , UT
SOLDIER HOLLOW CHARTER SCHOOL , UT
SOUTH SANPETE SCHOOL DISTRICT , UT
SOUTH SUMMIT SCHOOL DISTRICT , UT
SPECTRUM ACADEMY , UT
SUCCESS ACADEMY , UT
SUCCESS SCHOOL , UT
SUMMIT ACADEMY , UT
SUMMIT ACADEMY HIGH SCHOOL , UT
SYRACUSE ARTS ACADEMY , UT
THOMAS EDISON - NORTH , UT
TIMPANOGOS ACADEMY , UT
TINTIC SCHOOL DISTRICT , UT
TOOELE SCHOOL DISTRICT , UT
TUACAHN HIGH SCHOOL FOR THE
PERFORMING ARTS , UT
UINTAH RIVER HIGH , UT
UINTAH SCHOOL DISTRICT , UT
UTAH CONNECTIONS ACADEMY , UT
UTAH COUNTY ACADEMY OF SCIENCE , UT
UTAH ELECTRONIC HIGH SCHOOL , UT
UTAH SCHOOLS FOR DEAF & BLIND , UT
UTAH STATE OFFICE OF EDUCATION , UT
UTAH VIRTUAL ACADEMY , UT
VENTURE ACADEMY , UT
VISTA AT ENTRADA SCHOOL OF
PERFORMING ARTS AND TECHNOLOGY , UT
WALDEN SCHOOL OF LIBERAL ARTS , UT
WASATCH PEAK ACADEMY , UT
WASATCH SCHOOL DISTRICT , UT
WASHINGTON SCHOOL DISTRICT , UT
WAYNE SCHOOL DISTRICT , UT
WEBER SCHOOL DISTRICT , UT
WEILENMANN SCHOOL OF DISCOVERY , UT
HIGHER EDUCATION
ARGOSY UNIVERSITY
BATON ROUGE COMMUNITY COLLEGE, LA
BIRTHINGWAY COLLEGE OF MIDWIFERY
BLUE MOUNTAIN COMMUNITY COLLEGE
BRIGHAM YOUNG UNIVERSITY - HAWAII
CENTRAL OREGON COMMUNITY COLLEGE
CENTENARY COLLEGE OF LOUISIANA
CHEMEKETA COMMUNITY COLLEGE
CLACKAMAS COMMUNITY COLLEGE
COLLEGE OF THE MARSHALL ISLANDS
COLUMBIA GORGE COMMUNITY COLLEGE
CONCORDIA UNIVERSITY
GEORGE FOX UNIVERSITY
KLAMATH COMMUNITY COLLEGE DISTRICT
LANE COMMUNITY COLLEGE
LEWIS AND CLARK COLLEGE
LINFIELD COLLEGE
LINN-BENTON COMMUNITY COLLEGE
LOUISIANA COLLEGE, LA
LOUISIANA STATE UNIVERSITY
LOUISIANA STATE UNIVERSITY HEALTH
SERVICES
MARYLHURST UNIVERSITY
MT. HOOD COMMUNITY COLLEGE
MULTNOMAH BIBLE COLLEGE
NATIONAL COLLEGE OF NATURAL MEDICINE
NORTHWEST CHRISTIAN COLLEGE
OREGON HEALTH AND SCIENCE UNIVERSITY
OREGON INSTITUTE OF TECHNOLOGY
OREGON STATE UNIVERSITY
OREGON UNIVERSITY SYSTEM
Page 93 of 94
PACIFIC UNIVERSITY
PIONEER PACIFIC COLLEGE
PORTLAND COMMUNITY COLLEGE
PORTLAND STATE UNIVERSITY
REED COLLEGE
RESEARCH CORPORATION OF THE
UNIVERSITY OF HAWAII
ROGUE COMMUNITY COLLEGE
SOUTHEASTERN LOUISIANA UNIVERSITY
SOUTHERN OREGON UNIVERSITY (OREGON
UNIVERSITY SYSTEM)
SOUTHWESTERN OREGON COMMUNITY
COLLEGE
TULANE UNIVERSITY
TILLAMOOK BAY COMMUNITY COLLEGE
UMPQUA COMMUNITY COLLEGE
UNIVERSITY OF HAWAII BOARD OF REGENTS
UNIVERSITY OF HAWAII-HONOLULU
COMMUNITY COLLEGE
UNIVERSITY OF OREGON-GRADUATE
SCHOOL
UNIVERSITY OF PORTLAND
UNIVERSITY OF NEW ORLEANS
WESTERN OREGON UNIVERSITY
WESTERN STATES CHIROPRACTIC COLLEGE
WILLAMETTE UNIVERSITY
XAVIER UNIVERSITY
UTAH SYSTEM OF HIGHER EDUCATION, UT
UNIVERSITY OF UTAH, UT
UTAH STATE UNIVERSITY, UT
WEBER STATE UNIVERSITY, UT
SOUTHERN UTAH UNIVERSITY, UT
SNOW COLLEGE, UT
DIXIE STATE COLLEGE, UT
COLLEGE OF EASTERN UTAH, UT
UTAH VALLEY UNIVERSITY, UT
SALT LAKE COMMUNITY COLLEGE, UT
UTAH COLLEGE OF APPLIED TECHNOLOGY,
UT
STATE AGENCIES
ADMIN. SERVICES OFFICE
BOARD OF MEDICAL EXAMINERS
HAWAII CHILD SUPPORT ENFORCEMENT
AGENCY
HAWAII DEPARTMENT OF TRANSPORTATION
HAWAII HEALTH SYSTEMS CORPORATION
OFFICE OF MEDICAL ASSISTANCE
PROGRAMS
OFFICE OF THE STATE TREASURER
OREGON BOARD OF ARCHITECTS
OREGON CHILD DEVELOPMENT COALITION
OREGON DEPARTMENT OF EDUCATION
OREGON DEPARTMENT OF FORESTRY
OREGON DEPT OF TRANSPORTATION
OREGON DEPT. OF EDUCATION
OREGON LOTTERY
OREGON OFFICE OF ENERGY
OREGON STATE BOARD OF NURSING
OREGON STATE DEPT OF CORRECTIONS
OREGON STATE POLICE
OREGON TOURISM COMMISSION
OREGON TRAVEL INFORMATION COUNCIL
SANTIAM CANYON COMMUNICATION CENTER
SEIU LOCAL 503, OPEU
SOH- JUDICIARY CONTRACTS AND PURCH
STATE DEPARTMENT OF DEFENSE, STATE
OF HAWAII
STATE OF HAWAII
STATE OF HAWAII, DEPT. OF EDUCATION
STATE OF LOUISIANA
STATE OF LOUISIANA DEPT. OF EDUCATION
STATE OF LOUISIANA, 26TH JUDICIAL
DISTRICT ATTORNEY
STATE OF UTAH
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APPENDIX A
VENDOR CONTRACT AND SIGNATURE FORM
This Vendor Contract and Signature Form (“Contract”) is made as of 2018, by and between
RL National Roofing Partners, LLC dba National Roofing Partners ‘NRP’ (“Vendor”) and Region 4
Education Service Center (“Region 4 ESC”) for the purchase of Roofing Products, Services, and Job-
Order-Contracting Services (“the products and services”).
RECITALS
WHEREAS, both parties agree and understand that the following pages will constitute the contract
between the successful vendor(s) and Region 4 ESC, having its principal place of business at 7145 West
Tidwell Road, Houston, TX 77092.
WHEREAS, Vendor agrees to include, in writing, any required exceptions or deviations from these terms,
conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC, said
exceptions or deviations will be incorporated into the final contract “Vendor Contract.”
WHEREAS, this contract consists of the provisions set forth below, including provisions of all attachments
referenced herein. In the event of a conflict between the provisions set forth below and those contained
in any attachment, the provisions set forth below shall control.
WHEREAS, the Vendor Contract will provide that any state, county, special district, local government,
school district, private K-12 school, technical or vocational school, higher education institution (including
community colleges, colleges and universities, both public and private), other government agencies or
non-profit organization may purchase products and services at prices indicated in the Vendor Contract
upon registering and becoming a member with TCPN; and it being further understood that Region 4 ESC
shall act as the Lead Public Agency with respect to all such purchase agreements.
WHEREAS, TCPN has the administrative and legal capacity to administer purchases on behalf of
Region 4 ESC under the Vendor Contract with participating public agencies and entities, as permitted by
applicable law.
ARTICLE 1- GENERAL TERMS AND CONDITIONS
1.1 TCPN shall be afforded all of the rights, privileges and indemnifications afforded to Region 4 ESC
under the Vendor Contract, and such rights, privileges and indemnifications shall accrue and
apply with equal effect to TCPN, including, without limitation, Vendors obligation to provide
insurance and other indemnifications to Lead Public Agency.
1.2 Awarded vendor shall perform all duties, responsibilities and obligations, set forth in this agreement,
and required under the Vendor Contract.
1.3 TCPN shall perform its duties, responsibilities and obligations as administrator of purchases, set
forth in this agreement, and required under the Vendor Contract.
1.4 Purchasing procedure:
• Purchase orders are issued by participating governmental agencies to the awarded vendor
indicating on the PO “Per TCPN Contract # R .”
• Vendor delivers goods/services directly to the participating agency.
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• Awarded vendor invoices the participating agency directly.
• Awarded vendor receives payment directly from the participating agency.
• Awarded vendor reports sales monthly to TCPN.
1.5 Customer Support: The vendor shall provide timely and accurate technical advice and sales
support to Region 4 ESC staff, TCPN staff and participating agencies. The vendor shall respond
to such requests within one (1) working day after receipt of the request.
ARTICLE 2- ANTICIPATED TERM OF AGREEMENT
2.1 Unless otherwise stated, all contracts are for a period of two (2) years with an option to renew
annually for an additional three (3) years if agreed to by Region 4 ESC. Region 4 ESC will notify
the vendor in writing if the contract is extended. Awarded vendor shall honor all administrative
fees for any sales made based on the contact whether renewed or not.
2.2 Region 4 ESC shall review the contract prior to the renewal date and notify the current awarded
vendor, no less than ninety (90) days of Region 4 ESC’s intent renew the contract. Upon receipt
of notice, awarded vendor must notify Region 4 ESC if it elects not to renew. Awarded vendor
shall honor the administrative fee for any sales incurred throughout the life of the contract on
any sales made based on a Region 4 ESC contract whether awarded a renewal or not. Region 4
ESC reserves the right to exercise each two-year extension annually.
ARTICLE 3- REPRESENTATIONS AND COVENANTS
3.1. Scope: This contract is based on the need to provide the economic benefits of volume purchasing
and reduction in administrative costs through cooperative purchasing to schools and other
members. Although contractors may restrict sales to certain public units (for example, state
agencies or local government units), any contract that prohibits sales from being made to public
school districts may not be considered. Sales without restriction to any Members are preferred.
These types of contracts are commonly referred to as being “piggybackable.”
3.2. Compliance: Cooperative Purchasing Agreements between TCPN and its Members have been
established under state procurement law.
3.3. Offeror’s Promise: Offeror agrees all prices, terms, warranties, and benefits granted by Offeror
to Members through this contract are comparable to or better than the equivalent terms offered by
Offeror to any present customer meeting the same qualifications or requirements.
ARTICLE 4- FORMATION OF CONTRACT
4.1. Offeror Contract Documents: Region 4 ESC will review proposed Offeror contract documents.
Vendor’s contract document shall not become part of Region 4 ESC’s contract with vendor unless
and until an authorized representative of Region 4 ESC reviews and approves it.
4.2. Form of Contract: The form of contract for this solicitation shall be the Request for Proposal,
the awarded proposal(s) and best and final offer(s), and properly issued and reviewed purchase
orders referencing the requirements of the Request for Proposals. If a firm submitting an offer
requires Region 4 ESC and/or Member to sign an additional agreement, a copy of the proposed
agreement must be included with the proposal.
4.3. Entire Agreement (Parol evidence): The contract, as specified above, represents the final
written expression of agreement. All agreements are contained herein and no other agreements
or representations that materially alter it are acceptable.
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4.4. Assignment of Contract: No assignment of contract may be made without the prior written
approval of Region 4 ESC. Purchase orders and payment can only be made to awarded vendor
unless otherwise approved by Region 4 ESC. Awarded vendor is required to notify Region 4 ESC
when any material change in operations is made that may adversely affect members (i.e.
bankruptcy, change of ownership, merger, etc.).
4.5. Novation: If contractor sells or transfers all assets or the entire portion of the assets used to
perform this contract, a successor in interest must guarantee to perform all obligations under this
contract. Region 4 ESC reserves the right to accept or reject any new party. A simple change of
name agreement will not change the contractual obligations of contractor.
4.6. Contract Alterations: No alterations to the terms of this contract shall be valid or binding unless
authorized and signed by a Region 4 ESC staff member.
4.7. Order of Precedence: In the event of a conflict in the provisions of the contract as accepted by
Region 4 ESC, the following order of precedence shall prevail:
• Special terms and conditions
• General terms and conditions
• Specifications and scope of work
• Attachments and exhibits
• Documents referenced or included in the solicitation
4.8 Supplemental Agreements: The entity participating in the Region 4 ESC contract and awarded
vendor may enter into a separate supplemental agreement to further define the level of service
requirements over and above the minimum defined in this contract i.e. invoice requirements,
ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a
result of this contract is exclusively between the participating entity and awarded vendor. Neither
Region 4 ESC, TCPN, its agents, members and employees shall be made party to any claim for
breach of such agreement.
4.9 Adding authorized distributors/dealers: Awarded vendors are prohibited from authorizing
additional distributors or dealers, other than those identified at the time of submitting their proposal,
to sell under their contract award without notification and prior written approval from TCPN.
Awarded vendors must notify TCPN each time it wishes to add an authorized distributor or dealer.
Purchase orders and payment can only be made to awarded vendor unless otherwise approved
by TCPN. Pricing provided to members by added distributors or dealers must also be less than or
equal to the pricing offered by the awarded contract holder, unless otherwise approved by TCPN.
ARTICLE 5- TERMINATION OF CONTRACT
5.1. Cancellation for Non-Performance or Contractor Deficiency: Region 4 ESC may terminate
any contract if Members have not used the contract, or if purchase volume is determined to be low
volume in any 12-month period. Region 4 ESC reserves the right to cancel the whole or any part
of this contract due to failure by contractor to carry out any obligation, term or condition of the
contract. Region 4 ESC may issue a written deficiency notice to contractor for acting or failing to
act in any of the following:
i. Providing material that does not meet the specifications of the contract;
ii. Providing work and/or material that was not awarded under the contract;
iii. Failing to adequately perform the services set forth in the scope of work and specifications;
iv. Failing to complete required work or furnish required materials within a reasonable amount of
time;
v. Failing to make progress in performance of the contract and/or giving Region 4 ESC reason to
believe that contractor will not or cannot perform the requirements of the contract; and/or
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vi. Performing work or providing services under the contract prior to receiving an authorized
purchase order from Region 4 ESC or participating member prior to such work
Upon receipt of a written deficiency notice, contractor shall have ten (10) days to provide a
satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern
may result in contract cancellation. Upon cancellation under this paragraph, all goods, materials,
work, documents, data and reports prepared by contractor under the contract shall become the
property of the Member on demand.
5.2 Termination for Cause: If, for any reason, the Vendor fails to fulfill its obligation in a timely
manner, or if the vendor violates any of the covenants, agreements, or stipulations of this contract
Region 4 ESC reserves the right to terminate the contract immediately and pursue all other
applicable remedies afforded by law. Such termination shall be effective by delivery of notice,
to the vendor, specifying the effective date of termination. In such event, all documents, data,
studies, surveys, drawings, maps, models and reports prepared by vendor for this solicitation
may become the property of the participating agency or entity. If such event does occur, then
vendor will be entitled to receive just and equitable compensation for the satisfactory work
completed on such documents.
5.3 Delivery/Service Failures: Failure to deliver goods or services within the time specified, or within
a reasonable time period as interpreted by the purchasing agent or failure to make replacements
or corrections of rejected articles/services when so requested shall constitute grounds for the
contract to be terminated. In the event that the participating agency or entity must purchase in an
open market, contractor agrees to reimburse the participating agency or entity, within a reasonable
time period, for all expenses incurred.
5.4 Force Majeure: If by reason of Force Majeure, either party hereto shall be rendered unable
wholly or in part to carry out its obligations under this Agreement then such party shall give notice
and full particulars of Force Majeure in writing to the other party within a reasonable time after
occurrence of the event or cause relied upon, and the obligation of the party giving such notice,
so far as it is affected by such Force Majeure, shall be suspended during the continuance of
the inability then claimed, except as hereinafter provided, but for no longer period, and such party
shall endeavor to remove or overcome such inability with all reasonable dispatch.
The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other
industrial disturbances, act of public enemy, orders of any kind of government of the United States
or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides;
lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of
government and people; civil disturbances; explosions, breakage or accidents to machinery,
pipelines or canals, or other causes not reasonably within the control of the party claiming such
inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely
within the discretion of the party having the difficulty, and that the above requirement that any
Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of
strikes and lockouts by acceding to the demands of the opposing party or parties when such
settlement is unfavorable in the judgment of the party having the difficulty.
5.5 Standard Cancellation: Region 4 ESC may cancel this contract in whole or in part by providing
written notice. The cancellation will take effect 30 business days after the other party receives
the notice of cancellation. After the 30th business day all work will cease following completion of
final purchase order. Vendor may be requested to provide additional items not already on contract
at any time.
ARTICLE 6- LICENSES
6.1 Duty to keep current license: Vendor shall maintain in current status all federal, state and local
licenses, bonds and permits required for the operation of the business conducted by vendor.
Vendor shall remain fully informed of and in compliance with all ordinances and regulations
pertaining to the lawful provision of services under the contract. Region 4 ESC reserves the right
to stop work and/or cancel the contract of any vendor whose license(s) expire, lapse, are
suspended or terminated.
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6.2 Survival Clause: All applicable software license agreements, warranties or service agreements
that were entered into between Vendor and Customer under the terms and conditions of the
Contract shall survive the expiration or termination of the Contract. All Purchase Orders issued
and accepted by Order Fulfiller shall survive expiration or termination of the Contract.
ARTICLE 7- DELIVERY PROVISIONS
7.1 Delivery: Vendor shall deliver said materials purchased on this contract to the Member issuing
a Purchase Order. Conforming product shall be shipped within 7 days of receipt of Purchase
Order. If delivery is not or cannot be made within this time period, the vendor must receive
authorization from the purchasing agency for the delayed delivery. At this point the participating
entity may cancel the order if estimated shipping time is not acceptable.
7.2 Inspection & Acceptance: If defective or incorrect material is delivered, purchasing agency may
make the determination to return the material to the vendor at no cost to the purchasing agency.
The vendor agrees to pay all shipping costs for the return shipment. Vendor shall be responsible
for arranging the return of the defective or incorrect material.
ARTICLE 8- BILLING AND REPORTING
8.1 Payments: The entity using the contract will make payments directly to the awarded vendor.
Payment shall be made after satisfactory performance, in accordance with all provisions thereof,
and upon receipt of a properly completed invoice.
8.2 Invoices: The awarded vendor shall submit invoices to the participating entity clearly stating “Per
TCPN Contract”. The shipment tracking number or pertinent information for verification shall be
made available upon request.
8.3 Tax Exempt Status: Since this is a national contract, knowing the tax laws in each state is the
sole responsibility of the vendor.
8.4 Reporting: The awarded vendor shall provide TCPN with an electronic accounting report, in a
format prescribed by TCPN, on a monthly basis summarizing all contract Sales for the applicable
month.
Reports of Contract Sales for Region 4 ESC and member agencies in each calendar month shall
be provided by awarded vendor to TCPN by the 10th day of the following month. If there are no
sales to report, Vendor is still required to communicate that information via email.
Failure to provide a monthly report of the administrative fees within the time and manner specified
herein shall constitute a material breach of this contract and if not cured within thirty (30) days
of written to Supplier shall be deemed a cause for termination of the contract at Region 4 ESC’s
sole discretion.
ARTICLE 9- PRICING
9.1 Best price guarantee: The awarded vendor agrees to provide pricing to Region 4 ESC and
its participating entities that are the lowest pricing available and the pricing shall remain so
throughout the duration of the contract. Pricing offered to Federal government buying consortiums
for goods and services is exempt from this requirement. The awarded vendor, however, agrees
to lower the cost of any product purchased through TCPN following a reduction in the manufacturer
or publisher’s direct cost.
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9.2 Price increase: Should it become necessary or proper during the term of this contract to make
any change in design or any alterations that will increase expense Region 4 ESC must be notified
immediately. Price increases must be approved by Region 4 ESC and no payment for additional
materials or services, beyond the amount stipulated in the contract, shall be paid without prior
approval. All price increases must be supported by manufacture documentation, or a formal cost
justification letter.
Awarded vendor must honor previous prices for thirty (30) days after approval and written
notification from Region 4 ESC if requested.
It is the awarded vendor’s responsibility to keep all pricing up to date and on file with Region 4
ESC. All price changes must be provided to Region 4 ESC, using the same format as was accepted
in the original contract.
9.3 Additional Charges: All deliveries shall be freight prepaid, F.O.B. destination and shall be
included in all pricing offered unless otherwise clearly stated in writing.
9.4 Price reduction and adjustment: Price reduction may be offered at any time during contract and
shall become effective upon notice of acceptance from Region 4 ESC. Special, time-limited
reductions are permissible under the following conditions: 1) reduction is available to all Members
equally; 2) reduction is for a specific time period, normally not less than thirty (30) days; 3) original
price is not exceeded after the time-limit; and 4) Region 4 ESC has approved the new prices prior
to any offer of the prices to a Member. Vendor shall offer Region 4 ESC any published price
reduction during the contract period.
9.5 Prevailing Wage: It shall be the responsibility of the Vendor to comply, when applicable, with the
prevailing wage legislation in effect in the jurisdiction of the purchaser (Region 4 ESC or its
Members). It shall further be the responsibility of the Vendor to monitor the prevailing wage rates
as established by the appropriate department of labor for any increase in rates during the term of
this contract and adjust wage rates accordingly.
9.6 Administrative Fees: All pricing submitted to Region 4 ESC shall include the administrative fee
to be remitted to TCPN by the awarded vendor.
The awarded vendor agrees to pay administrative fees monthly to TCPN in the amount of 3%
of the total purchase amount paid to awarded vendor, less refunds, credits on returns, rebates
and discounts, for the sale of products and/or services to Region 4 ESC and member agencies
pursuant to the contract (as amended from time to time and including any renewal thereof)
(“Contract Sales”).
Administrative fee payments are to accompany the contract monthly sales report by the 10th day
of the following month, in the amount indicated on the report as being due. Administrative fee
payments are to be paid by the awarded vendor via Automated Clearing House to a TCPN
designated financial institution.
Failure to provide a monthly payment of the administrative fees within the time and manner
specified herein shall constitute a material breach of the contract and if not cured within thirty
(30) day of written notice to awarded vendor shall be deemed a cause for termination of the
contract, at Region 4 ESC’s sole discretion.
All administrative fees not paid when due shall bear interest at a rate equal to the lesser of 1 ½%
per month or the maximum rate permitted by law until paid in full.
ARTICLE 10- PRICING AUDIT
10.1 Audit rights: Vendor shall, at Vendor’s sole expense, maintain appropriate due diligence of all
purchases made by Region 4 ESC and any entity that utilizes this Agreement. TCPN and Region
4 ESC each reserve the right to audit the accounting for a period of three (3) years from the time
such purchases are made. This audit right shall survive termination of this Agreement for a period
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of one (1) year from the effective date of termination. In the State of New Jersey, this audit right
shall survive termination of this Agreement for a period of five (5) years from the date of final
payment. Such records shall be made available to the New Jersey Office of the State Comptroller
upon request. Region 4 ESC shall have the authority to conduct random audits of Vendor’s
pricing that is offered to eligible entities at Region 4 ESC’s sole cost and expense. Notwithstanding
the foregoing, in the event that Region 4 ESC is made aware of any pricing being offered to
eligible agencies that is materially inconsistent with the pricing under this agreement, Region 4
ESC shall have the ability to conduct an extensive audit of Vendor’s pricing at Vendor’s sole
cost and expense. Region 4 ESC may conduct the audit internally or may engage a third-party
auditing firm. In the event of an audit, the requested materials shall be provided in the format and
at the location designated by Region 4 ESC or TCPN.
ARTICLE 11- OFFEROR PRODUCT LINE REQUIREMENTS
11.1 Current products: Proposals shall be for materials and equipment in current production and
marketed to the general public and education/government agencies at the time the proposal is
submitted.
11.2 Discontinued products: If a product or model is discontinued by the manufacturer, vendor may
substitute a new product or model if the replacement product meets or exceeds the specifications
and performance of the discontinued model and if the discount is the same or greater than the
discontinued model.
11.3 New products/Services: New products and/or services that meet the scope of work may be
added to the contract. Pricing shall be equivalent to the percentage discount for other products.
Vendor may replace or add product lines to an existing contract if the line is replacing or
supplementing products on contract, is equal or superior to the original products offered, is
discounted in a similar or to a greater degree, and if the products meet the requirements of the
solicitation. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service.
Region 4 ESC may reject any additions without cause.
11.4 Options: Optional equipment for products under contract may be added to the contract at the
time they become available under the following conditions: 1) the option is priced at a discount
similar to other options; 2) the option is an enhancement to the unit that improves performance or
reliability.
11.5 Product line: Offerors with a published catalog may submit the entire catalog. Region 4 ESC
reserves the right to select products within the catalog for award without having to award all
contents. Region 4 ESC may reject any addition of equipment options without cause.
11.6 Warranty conditions: All supplies, equipment and services shall include manufacturer’s minimum
standard warranty and one (1) year labor warranty unless otherwise agreed to in writing.
11.7 Buy American requirement: (for New Jersey and all other applicable States) Vendors may only
use unmanufactured construction material mined or produced in the United States, as required
by the Buy American Act. Where trade agreements apply, to the extent permitted by applicable
law, then unmanufactured construction material mined or produced in a designated country may
also be used. Vendors are required to check state specific requirements to ensure compliance
with this requirement.
ARTICLE 12- SITE REQUIREMENTS
12.1 Cleanup: Vendor shall clean up and remove all debris and rubbish resulting from their work as
required or directed by Member. Upon completion of the work, the premises shall be left in good
repair and an orderly, neat, clean and unobstructed condition.
12.2 Preparation: Vendor shall not begin a project for which Member has not prepared the site, unless
vendor does the preparation work at no cost, or until Member includes the cost of site preparation
in a purchase order. Site preparation includes, but is not limited to: moving furniture, installing
wiring for networks or power, and similar pre-installation requirements.
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12.3 Registered sex offender restrictions: For work to be performed at schools, vendor agrees that
no employee or employee of a subcontractor who has been adjudicated to be a registered sex
offender will perform work at any time when students are or are reasonably expected to be present.
Vendor agrees that a violation of this condition shall be considered a material breach and may
result in the cancellation of the purchase order at the Member’s discretion. Vendor must identify
any additional costs associated with compliance of this term. If no costs are specified, compliance
with this term will be provided at no additional charge.
12.4 Safety measures: Vendor shall take all reasonable precautions for the safety of employees on
the worksite, and shall erect and properly maintain all necessary safeguards for protection of
workers and the public. Vendor shall post warning signs against all hazards created by its operation
and work in progress. Proper precautions shall be taken pursuant to state law and standard
practices to protect workers, general public and existing structures from injury or damage.
12.5 Smoking: Persons working under the contract shall adhere to local smoking policies. Smoking
will only be permitted in posted areas or off premises.
12.6 Stored materials: Upon prior written agreement between the vendor and Member, payment may
be made for materials not incorporated in the work but delivered and suitably stored at the site or
some other location, for installation at a later date. An inventory of the stored materials must
be provided to Member prior to payment. Such materials must be stored and protected in a secure
location, and be insured for their full value by the vendor against loss and damage. Vendor agrees
to provide proof of coverage and/or addition of Member as an additional insured upon Member ’s
request. Additionally, if stored offsite, the materials must also be clearly identified as property of
buying Member and be separated from other materials. Member must be allowed reasonable
opportunity to inspect and take inventory of stored materials, on or offsite, as necessary.
Until final acceptance by the Member, it shall be the Vendor’s responsibility to protect all materials
and equipment. The Vendor warrants and guarantees that title for all work, materials and equipment
shall pass to the Member upon final acceptance.
ARTICLE 13- MISCELLANEOUS
13.1 Funding Out Clause: Any/all contracts exceeding one (1) year shall include a standard “funding
out” clause. A contract for the acquisition, including lease, of real or personal property is a
commitment of the entity’s current revenue only, provided the contract contains either or both of
the following provisions:
“Retains to the entity the continuing right to terminate the contract at the expiration of each budget
period during the term of the contract and is conditioned on a best effort attempt by the entity to
obtain appropriate funds for payment of the contract.”
13.2 Disclosures: Offeror affirms that he/she has not given, offered to give, nor intends to give at any
time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount,
trip, favor or service to a public servant in connection with this contract.
Include a complete description of any and all relationships that might be considered a conflict of
interest in doing business with participants in TCPN.
The Offeror affirms that, to the best of his/her knowledge, the offer has been arrived at independently,
and is submitted without collusion with anyone to obtain information or gain any favoritism that
would in any way limit competition or give an unfair advantage over other vendors in the award of
this contract.
13.3 Indemnity: The awarded vendor shall protect, indemnify, and hold harmless both Region
4 ESC and TCPN and its participants, administrators, employees and agents against all
claims, damages, losses and expenses arising out of or resulting from the actions of the
vendor, vendor employees or vendor subcontractors in the preparation of the solicitation
and the later execution of the contract, including any supplemental agreements with
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members. Any litigation involving either Region 4 ESC or TCPN, its administrators and
employees and agents will be in Harris County, Texas. Any litigation involving TCPN
members shall be in the jurisdiction of the participating agency.
13.4 Franchise Tax: The Offeror hereby certifies that he/she is not currently delinquent in the
payment of any franchise taxes.
13.5 Marketing: Awarded vendor agrees to allow Region 4 ESC/TCPN to use their name and
logo within website, marketing materials and advertisement. Any use of TCPN name and
logo or any form of publicity, inclusive of press releases, regarding this contract by awarded
vendor must have prior approval from TCPN.
13.6 Certificates of Insurance: Certificates of insurance shall be delivered to the Region 4
ESC participant prior to commencement of work. The insurance company shall be licensed
in the applicable state in which work is being conducted. The awarded vendor shall give
the participating entity a minimum of ten (10) days’ notice prior to any modifications or
cancellation of policies. The awarded vendor shall require all subcontractors performing
any work to maintain coverage as specified.
13.7 Legal Obligations: It is the Offeror’s responsibility to be aware of and comply with all
local, state, and federal laws governing the sale of products/services identified in this RFP
and any awarded contract and shall comply with all while fulfilling the RFP. Applicable laws
and regulation must be followed even if not specifically identified herein.
13.8 Open Records Policy: Because Region 4 ESC contracts are awarded by a governmental
entity, responses submitted are subject to release as public information after contracts are
executed. If a vendor believes that its response, or parts of its response, may be exempted
from disclosure, the vendor must specify page-by-page and line-by-line the parts of the
response, which it believes, are exempt. In addition, the Offeror must specify which
exception(s) are applicable and provide detailed reasons to substantiate the exception(s).
Offeror must provide this information on the “Acknowledgement and Acceptance of Region
4 ESC’s Open Records Policy” form found at the beginning of this solicitation. Any
information that is unmarked will be considered public information and released, if
requested under the Public Information Act.
The determination of whether information is confidential and not subject to disclosure is
the duty of the Office of Attorney General (OAG). Region 4 ESC must provide the OAG
sufficient information to render an opinion and therefore, vague and general claims to
confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the
opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments
on behalf of any vendor. Offeror is advised to consult with their legal counsel concerning
disclosure issues resulting from this procurement process and to take precautions to
safeguard trade secrets and other proprietary information.
After completion of award, these documents will be available for public inspection.
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Signature on Vendor Contract Signature form certifies complete acceptance of the General Terms and
Conditions in this solicitation, except as noted below (additional pages may be attached, if necessary).
Check one of the following responses to the General Terms and Conditions:
We take no exceptions/deviations to the general terms and conditions
(Note: If none are listed below, it is understood that no exceptions/deviations are taken.)
We take the following exceptions/deviations to the general terms and conditions. All exceptions/
deviations must be clearly explained. Reference the corresponding general terms and conditions
that you are taking exceptions/deviations to. Clearly state if you are adding additional terms and
conditions to the general terms and conditions. Provide details on your exceptions/deviations
below:
(Note: Unacceptable exceptions shall remove your proposal from consideration for award. Region
4 ESC shall be the sole judge on the acceptance of exceptions/deviations and the decision shall
be final.)
Section/ Page Term, Condition, or
Specification
Exception/Deviation Region 4 Accepts
Page 51 of 94
Page 52 of 94
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 2 – Questionnaire (Appendix E)
Page 2 - 01www.nationalroofingpartners.com
Please provide responses to the following questions that address your company’s operations, organization,
structure and processes for providing products and services.
1. States Covered
Offeror must indicate any and all states where products and services can be offered.
Please indicate the price co-efficient for each state if it varies. (If applicable)
50 States & District of Columbia (Selecting this box is equal to checking all boxes below)
Alabama Montana
Alaska Nebraska
Arizona Nevada
Arkansas New Hampshire
California New Jersey
Colorado New Mexico
Connecticut New York
Delaware North Carolina
District of Columbia North Dakota
Florida Ohio
Georgia Oklahoma
Hawaii Oregon
Idaho Pennsylvania
Illinois Rhode Island
Indiana South Carolina
Iowa South Dakota
Kansas Tennessee
Kentucky Texas
Louisiana Utah
Maine Vermont
Maryland Virginia
Massachusetts Washington
Michigan West Virginia
Minnesota Wisconsin
Mississippi Wyoming
Missouri
Territories & Outlying Areas (Selecting this box is equal to checking all boxes below)
American Samoa Northern Marina Islands
Federated States of Micronesia Puerto Rico
Guam U.S. Virgin Islands
Midway Islands
2. Diversity Programs
• Do you currently have a diversity program or any diversity partners that you do business with?
Yes No
• If the answer is yes, do you plan to offer your program or partnership through TCPN?
Yes No
(If the answer is yes, attach a statement detailing the structure of your program, along with a list
of your diversity alliances and a copy of their certifications.)
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 2 – Questionnaire (Appendix E)
Page 2 - 02 621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 | C: 817-829-2907
• Will the products accessible through your diversity program or partnership be offered to TCPN
members at the same pricing offered by your company?
Yes No
(If answer is no, attach a statement detailing how pricing for participants would be calculated.)
3. Minority and Women Business Enterprise (M/WBE) and (HUB) Participation
It is the policy of some entities participating in TCPN to involve minority and women business
enterprises (M/WBE), small and/or disadvantaged business enterprises, disabled veteran
business enterprises, historically underutilized businesses (HUB) and other diversity recognized
businesses in the purchase of goods and services. Offerors shall indicate below whether or not
they hold certification in any of the classified areas and include proof of such certification with their
response.
a. Minority Women Business Enterprise
Offeror certifies that this firm is an M/WBE Yes No
List certifying agency:
b. Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE)
Offeror certifies that this firm is a SBE or DBE Yes No
List certifying agency:
c. Disabled Veterans Business Enterprise (DVBE)
Offeror certifies that this firm is a DVBE Yes No
List certifying agency:
d. Historically Underutilized Businesses (HUB)
Offeror certifies that this firm is a HUB Yes No
List certifying agency:
e. Historically Underutilized Business Zone Enterprise (HUB Zone)
Offeror certifies that this firm is a HUB Zone Yes No
List certifying agency:
f. Other
Offeror certifies that this firm is a recognized diversity certificate holder
Yes No
List certifying agency:
4. Residency
Responding Company’s principal place of business is in the city of Coppell , State of TX .
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 2 – Questionnaire (Appendix E)
Page 2 - 03www.nationalroofingpartners.com
5.Felony Conviction Notice
Please check applicable box:
A publicly held corporation; therefore, this reporting requirement is not applicable.
Is not owned or operated by anyone who has been convicted of a felony.
Is owned or operated by the following individual(s) who has/have been convicted of a
felony.
*If the third (3rd) box is checked, a detailed explanation of the names and convictions must be
attached.
6.Processing Information
Company contact for:
Contract Management
Contact Person: David Adams
Title: Vice President of Revenue
Company: National Roofing Partners
Address: 621 E. State Hwy 121 #400
City: Coppell State: TX Zip: 75019
Phone: (832) 963-5220 Fax: (214) 580-5575
Email: David.Adams@NationalRoofingPartners.com
Billing & Reporting/Accounts Payable
Contact Person: Kyrah Coker
Title: Vice President of Finance
Company: National Roofing Partners
Address: 621 E. State Hwy 121 #400
City: Coppell State: TX Zip: 75019
Phone: (469) 549-0904 Fax: (214) 580-5575
Email: Kyrah.Coker@NationalRoofingPartners.com
Marketing
Contact Person: David Huval
Title: Sales & Marketing Coordinator
Company: National Roofing Partners
Address: 621 E. State Hwy 121 #400
City: Coppell State: TX Zip: 75019
Phone: (469) 549-0910 Fax: (214) 580-5575
Email: David.Huval@NationalRoofingPartners.com
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 2 – Questionnaire (Appendix E)
Page 2 - 04 621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 | C: 817-829-2907
5.7.Distribution Channel:
Which best describes your company’s position in the distribution channel:
Manufacturer direct Certified education/government reseller
Authorized distributor Manufacturer marketing through reseller
Value-added reseller Other
8.Pricing Information
•In addition to the current typical unit pricing furnished herein, the Vendor agrees to offer all future
product introductions at prices that are proportionate to Contract Pricing.
Yes No
(If answer is no, attach a statement detailing how pricing for participants would be calculated.)
• Pricing submitted includes the required administrative fee? Yes No
(Fee calculated based on invoice price to customer)
•Additional discounts for purchase of a guaranteed quantity?Yes No
9.Cooperatives
List any other cooperative or state contracts currently held or in the process of securing:
Cooperative/State Agency Discout
Offered
Expires Annual Sales
Volume
None
01
APPENDIX F:
COMPANY PROFILE
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 02
1.Company’s official registered name:
RL National Roofing Partners, LLC dba National Roofing Partners 'NRP'
2.Brief history of your company, including the year it was established.
National Roofing Partners ‘NRP’ was established in 2006 as a professional roofing service
with less than 10 contractor partners joined
together to address the needs of building
owners looking for a national, single-source
roofing company.
Today, NRP has grown to over 111 contractor
partners with more than 180+ service locations
across the country and a combined 8,000
employees, providing the largest footprint
in the United States. NRP partners ensure
the highest workmanship available no matter
where the project is located.
National Roofing Partners is an experienced national roofing company, certified with all major
roofing manufacturers as well as award winning manufacturer distinctions. NRP strives for
excellence in safety and installing roofing materials to customers nationwide and Puerto Rico.
NRP is the roofing systems, installation and technology industry expert providing 24/7/365
single-source roofing services, repairs, maintenance and portfolio management. Industry
leading technology provides ongoing roof monitoring and the highest level of communication
around the clock.
NRP delivers more than roofing systems, NRP delivers the easiest and most cost-effective
means of maintaining roofing assets. With a national footprint of tier one contractors and
progressive technology for communication and review, NRP continues to change the way that
facility management and purchasing agents manage their roofing assets and maintenance.
It does not stop on the roof, with robust diversity and energy solutions, NRP pushes the
envelope on positioning buildings owners for social and economic success. For facility
management professionals, NRP delivers a no-nonsense ability to deliver services rapidly with
the highest quality and the best value.
Our customized customer portal guarantees to accommodate customer needs and provide real
time access to all roofing services. Regardless of your location, through the NRP portal, phones
and/or email 24/7/365, our friendly customer care team will be available for all your roofing
service needs. We are committed to superior service with time-defined responses to meet your
scheduling needs and simplified pricing for all locations across the United States.
3.Company’s Dun & Bradstreet (D&B) number: 86-900-9451
4.Corporate office location: 621 E. State Hwy 121, Suite 400, Coppell, TX 75019
5.List the total number of sales persons employed by your organization within the United
States, broken down by market.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 06
Areas Contact Email Phone Resume Page
Sales Steve Little Steve.Little@nationalroofingpartners.com (866) 537-6034 Page 3-5
Sales Rodney Shrader Rodney.Shrader@nationalroofingpartners.com (866) 537-6034 Page 3-6
Sales David Adams David.Adams@nationalroofingpartners.com (866) 537-6034 Page 3-7
Sales Geoff Craft Geoff.Craft@nationalroofingpartners.com (866) 537-6034 Page 3-8
Sales Tara Adams Tara.Adams@nationalroofingpartners.com (866) 537-6034 Page 3-14
Sales Support Kim Baxter Kim.Baxter@nationalroofingpartners.com (866) 537-6034 Page 3-9
Sales Support Mike Genette Mike.Genette@nationalroofingpartners.com (866) 537-6034 Page 3-10
Sales Suport Ivan Trinidad Ivan.Trinidad@nationalroofingpartner.som (866) 537-6034 Page 3-11
Marketing Rodney Shrader Rodney.Shrader@nationalroofingpartners.com (866) 537-6034 Page 3-6
Marketing David Adams David.Adams@nationalroofingpartners.com (866) 537-6034 Page 3-7
Marketing David Huval David.Huval@nationalroofingpartners.com (866) 537-6034 Page 3-12
Financial Reporting Kyrah Coker Kyrah.Coker@nationalroofingpartners.com (866) 537-6034 Page 3-13
Executive Support Laura Bartolozzi Laura.Bartolozzi@nationalroofingpartners.com (866) 537-6034 Page 3-15
Executive Support Madi Cazzola Madi.Cazzola@nationalroofingpartners.com (866) 537-6034 Page 3-16
Executive Support Kim Greeley Kim.Greeley@nationalroofingpartners.com (866) 537-6034 Page 3-17
*All service requests and roofing proposals come directly through National Roofing Partners
24/7/365 Customer Service by email: cpp@NationalRoofingPartners.com or National Roofing
Partners Customer Service phone: (866) 537- 6034, press 1.
7.Please provide contact information for the person(s) who will be responsible for the
following areas, including resumes:
a. Sales
b. Sales Support
c. Marketing
d. Financial Reporting
e. Executive Support[TA4]
Table 3-2, below, summarizes the key contacts responsible for each of the areas noted above.
Resumes for each of these individuals are provided on the following pages.
8.Define your standard terms of payment. Net 30.
National Roofing Partners’ standard terms of payment for service projects are Net 30.
9.Who is your competition in the marketplace?
Our competition in the marketplace is any national roofing service provider.
10.
Table 3-2. Key contacts for sales, sales support, marketing,
financial reporting and executive support.
07
11.Overall public-sector sales, excluding Federal Government, for last three (3) years; 2015,
2016, 2017.
National Roofing Partners’ overall annual public-sector sales, excluding Federal Government for
the last three years is detailed in Table 3-4 below.
Table 3-4. Overall sales public sector, excluding Federal Government for last three years.
*Assumed sales Contractor Partners not all actual sales available.
12.What is your strategy to increase market share?
NRP’s strategy to increase market share is a combination of leveraging our partners with world
class training. Our Partners nationwide have relationships that they currently have in the public
sector and only need training to start having meaningful conversations with their customers
as to the value of cooperative purchasing and how agencies will benefit in hard and soft cost
savings while using their preferred contractor. The training that will be implemented by NRP
and led by David Adams and Tara Adams is one that will stand out from any other supplier in the
market.
David Adams and Tara Adams bring a combined 23 years of experience in the cooperative
industry, having worked for a large manufacturer growing their business, obtaining and
implementing the first cooperative contracts for another roofing service provider and having
worked for a national purchasing cooperative. They are both renowned trainers and presenters
of the value of cooperative purchasing.
This combination of our Partners and training will accelerate and grow market share quicker
than what is customary in the cooperative space when on-boarding a new supplier.
In addition, National Roofing Partners’ strategy to increase market share includes increasing
value-added services, providing on-time delivery and offering competitive solutions. National
Roofing Partners understands the nature of performance-based contracting and has identified
contractors with strong performance histories at the local level, which will assist in providing
competitive solutions to TCPN members. National Roofing Partners provides on-time delivery
orders, within budget and in compliance with specifications and regulations and plans to uphold
this track record, in an effort to provide complete satisfaction to every customer, every time.
Specific strategies to increase market share are also included in Appendix 1 – Marketing Plan.
13.What differentiates your company from competitors?
National Roofing Partners’ biggest differentiator is that we can perform work on any
manufacturer’s roof and we are not affiliated with one manufacturer in the marketplace. In fact,
we have earned distinguished awards from two of the largest manufacturers in the country,
Johns Manville and Carlisle. Bottom line is that any member that works with us can be assured
that we can work on any of their roofs, whether under warranty or not.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 08
Another advantage to this is that we are not a manufacturer focused on selling product. We are
focused on providing the correct fit, technically and within budget.
This concept has led to the NRP Warranty Maximization Program, a unique program that can
extend a customer’s roof warranty or put a roof back into warranty. The backing and support of
major manufacturers helps in promoting the program.
Another differentiator is our expansion into markets that will put us in front of more public
customers. An example of this is our new Telecom Division that just secured a large contract
that will put us on over 40,000 rooftops over the next three years, some of which will be on
public buildings. This service will then put us in front of these agencies to discuss their roofing
needs as well as the value of cooperative purchasing.
Due to the formation of this Telecom Division, we are increasing our trades and offerings which
could dovetail into some value-add opportunities with the contract in the future.
Another differentiator is our Web-based Project Management - National Roofing Partners’
nationwide coverage is offered by click of a button on our web-based project management
system to National Roofing Partners Customer Service team which allows facility managers
the peace of mind both for the reactive emergencies and proactive planning. National Roofing
Partners will dispatch the customer’s call and provide all the follow up with the National Account
Manager assigned specifically to the customer. Our numerous locations nationwide, allows
National Roofing Partners the ability to reduce travel cost while utilizing internal systems
to provide common and consistent tracking along with Asset Management history for the
customer. National Roofing Partners has Project Managers on staff that work with the Account
Management Team to assist customers in identifying and prioritizing specific roofing needs. This
enables facility managers to manage their roofing budget more effectively.
Each year National Roofing Partners customers can budget for roofing with ease, utilizing the
Web Based Portal. NRP’s communication is second to none with A Personalized Portal to track
100% of the customer’s roof inventory. This includes roof diagrams, photos, budgets, and work
order/invoice histories.
Roofing Service / Value Add – National Roofing Partners’ is the most trusted name in the
industry, and has the largest combined, National Footprint in North America. No matter where
or when your roofing service needs occur, WE’VE GOT YOU COVERED! National Roofing
Partners is owned and operated by Tier 1 Roofing Contractors with over 180+ service locations.
14.Describe the capabilities and functionality of your firm’s on-line catalog/ordering website.
National Roofing Partners’ capability and functionality of on-line ordering is via our online project
management system that customers can generate work orders for roofing service and repair
requests. The more complex roofing projects are handled working directly with our Partner
Sales Representatives, National Account Managers and Estimating team personally by meeting
with the customer to review and analyze each facility roofing need and propose the best
solution.
15.Describe your company’s Customer Service Department (hours of operation, number of
service centers, etc.).
National Roofing Partners Customer Service Department is outlined in Table 3-5. All calls
09
coming in during or after work hours are answered by an NRP Employee and NOT a 3rd party
call center.
Table 3-5. Customer service department contact information.
16.Provide information regarding whether your firm, either presently or in the past, has been
involved in any litigation, bankruptcy, or reorganization.
National Roofing Partners’ is not presently, nor in the past been involved in any litigation
related to customers, projects, injuries or finances. NRP has filed a lawsuit against three former
employees but this has no impact on NRP’s ability to perform under this proposed contract.
In no way will this litigation interfere with our ability to complete the proposed contract in
accordance with contractual requirements. National Roofing Partners is financially stable and
free from any bankruptcy or reorganization.
Marketing / Sales
17.Detail how your organization plans to market this contract within the first ninety (90)
days of the award date. This should include, but not be limited to:
a.A co-branded press release within first 30 days
b.Announcement of award through any applicable social media sites
c. Direct mail campaigns
d. Co-branded collateral pieces
e.Advertisement of contract in regional or national publications
f. Participation in trade shows
g. Dedicated TCPN and Region 4 ESC internet web-based homepage with:
i. TCPN and Region 4 ESC Logo
ii. Link to TCPN and Region 4 ESC website
iii. Summary of contract and services offered
iv. Due Diligence Documents including; copy of solicitation, copy of contract and
any amendments, marketing materials
Appendix 1 – Marketing Plan following, summarizes how our organization plans to market this
proposed contract within the first ninety (90) days of award and additional detailed marketing
information.
18.Describe how your company will demonstrate the benefits of this contract to eligible
entities if awarded.
National Roofing Partners’ will demonstrate the benefits of this proposed contract to eligible
entities through a marketing communications program designed for the National Roofing
Partners Cooperative Specialist team to build awareness and educate National Roofing
Partners’ sales professionals located throughout the United States, build awareness within
prospective TCPN members on the benefits of TCPN and National Roofing Partners. This
Customer Service Locations Contact Hours
www.nationalroofingpartners.com
Technology Solutions powered by
Dataforma
www.nationalroofingpartners.com, technology solutions -
customer login
24/7/365
National Roofing Partners Headquarters
621 E. ST HWY 121, STE 400, Coppell, TX
75019
(866) 537-6034 7AM - 5PM
National Roofing Partners Headquarters
621 E. ST HWY 121, STE 400, Coppell, TX
75019
service@nationalroofingpartners.com 24/7/365
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 10
includes demonstrating the benefits through the following outlined below and as detailed in
Appendix 1 – Marketing Plan.
•Social Media
•Press Releases
•Internal communications
•Direct marketing/sales
•Tradeshow/Associations
•Public relations
19.Explain how your company plans to market this agreement to existing government
customers.
National Roofing Partners’ plans to market this agreement to all our Partners’ existing public
agency customers by direct sales calls in an effort to engage them and educate them on the
benefits of the Roofing Products, Services, and Job-Order-Contracting services contract.
In addition, we will implement campaigns via all the channels listed above and detailed in
Appendix 1 - Marketing Plan.
20.Provide a detailed ninety (90) day plan describing how the contract will be implemented
within your firm.
Our detailed ninety (90) day plan describing how the proposed contract will be implemented
within National Roofing Partners as provided in Appendix 1 – Marketing Plan. Our Cooperative
Specialist will build awareness and educate our direct sales force so that they can assist in
training Partners nationwide. We will also develop sales collateral that will be rolled out with
nationwide webinars to our Teams with the “how to’s in marketing to existing customers and
how to generate new customers as well.
21.Describe how you intend on train your national sales force on the Region 4 ESC
agreement.
National Roofing Partners’ intends to train our national sales force on the Region 4 ESC
agreement with our dedicated Cooperative Specialist team. Nationwide educational webinars
will be conducted regarding the contract and pertinent information on the contract, supported
by PowerPoint presentation and marketing literature. We will be conducting regional trainings
across the country and would ask for the support of TCPN / Region 4, when possible, of having
a Representative present at the trainings.
22.Acknowledge that your organization agrees to provide its company logo(s) to
Region 4 ESC and agrees to provide permission for reproduction of such logo in
marketing communications and promotions.
National Roofing Partners’ agrees to provide its company logo to Region 4 ESC and agrees to
provide permission to reproduction of such logo in marketing communications and promotions.
23.Provide the revenue that your organization anticipates each year for the first three (3)
years of this agreement.
11
Administration
24.Describe your company’s implementation and success with existing cooperative
purchasing programs, if any, and provide the cooperative’s name(s), contact person(s)
and contact information as reference(s).
National Roofing Partners’ implementation and success with existing cooperative purchasing
programs is new to National Roofing Partners as an organization, however National Roofing
Partners as brought on a Cooperative Specialist team to successful implement this proposal
cooperative purchasing program. Cooperative Specialist team has performed similar roofing
products, services, and job-order-contractor for more then 13 years in the cooperative
marketing.
Upon award of a cooperative, our Cooperative Specialist team of will implement their proven
marketing approach to include educating sales and services teams with our internal teams
and contractor partners. National Roofing Partners marketing team will implement co-
branding market efforts to TCPN members this would include press releases, social media
announcements, direct mail, participate in tradeshows and beyond to build awareness as
quickly as possible.
National Roofing Partners and its Partners has demonstrated success year-over-year with many
public agencies across the country. This proves our ability to meet TCPN member expectations
and requirements, in a transparent and compliance matter.
25.Describe the capacity of your company to report monthly sales through this agreement.
National Roofing Partners’ capacity to report monthly sales through this agreement will be
maintained in National Roofing Partners headquarter Sage system. When working directly
with one of our Partners, our Partner will be required to get a proposal number from National
Roofing Partners headquarter. This is to ensure that National Roofing Partners has a tracking
mechanism on all monthly reporting to TCPN. We will implement a dedicated email of CPP@
nationalroofingpartners.com. Proposals will not be valid without a National Roofing Partners
issued TCPN proposal number. We will also, issue a cover letter from National Roofing
Partners to accompany all proposal for TCPN transparent and compliance expectations. We
will have required monthly reporting from our Partners with total of accounts receivables of all
projects completed under this proposed agreement. We will report all sales on a monthly basis
to TCPN/Region 4.
All projects National Roofing Partners and its Partner are working on, we utilize Dataforma
CRM web-based management service system to organize and manage work orders and Sage
accounting software for invoicing and reporting. National Roofing Partners CRM system is a
solutions-based, process-driven, database that supports National Roofing Partner’s ability to
make informed strategic decisions. The CRM system can track member work orders, proposal,
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 12
progress of WO, Contractor Partner’s then approve and complete invoices and National Roofing
Partners billing, accounts payable and other accounting functions are handled by National Roofing
Partners accounting department.
Utilizing these two processes, National Roofing Partners are fully capable of reporting monthly
sales under the Roofing Products, Services, and Job-Order-Contracting Service contract. We have
provided a Work Order Process Map below, Figure 3-6, demonstrating our company’s capacity and
processes to track and fulfill POs.
Figure 3-1. National Roofing Partner Work Order Process Map.
26.Describe the capacity of your company to provide management reports, i.e. consolidated
billing by location, time and attendance reports, etc. for each eligible agency.
National Roofing Partners capacity to provide management report, i.e. consolidated billing by
location, time and attendance reports, etc. for each eligible agency is a routine done already with all
projects that National Roofing Partner does. Though Dataforma, Service Channel and other online
web-based portals and then migrated to Sage, National Roofing Partners can provide a customized
billing and reporting to TCPN per this proposed agreement, and can also be provided to TCPN
members, upon request. National Roofing Partners will meet all reporting requirements.
13
27.Please provide any suggested improvements and alternatives for doing business with
your company that will make this arrangement more cost effective for your company and
Participating Public Agencies.
National Roofing Partners currently uses online portals for proposal and work order
management. billing and reporting. It is our preference to maintain this process for Roofing
Products, Service, and Job-Ordering Service contract for accuracy, tracking and reporting.
Green Initiatives
We are committed to helping to build a cleaner future! As our business grows, we want to
make sure we minimize our impact on the Earth's climate. So, we are taking every step we can
to implement innovative and responsible environmental practices throughout Region 4 ESC
to reduce our carbon footprint, reduce waste, promote energy conservation, ensure efficient
computing, and much more. We would like vendors to partner with us in this enterprise. To that
effort, we ask Offerors to provide their companies environmental policy and/or green initiative.
.
28.Please provide your company’s environmental policy and/or green initiative.
At National Roofing Partners, our goal is to implement green initiative, thinking on every action
and every decision we make for the benefit our customers, our community and our environment.
We are committed to making a positive impact on the environment by becoming NRP Pros at
developing and implementing effective green practices and procedures as a rule, not as an
exception. We are dedicated to taking the following actions to achieve our green vision:
•Measurably reduce our company’s carbon footprint;
•Advocate in keep construction materials out of local landfills;
•Green sustainable products;
•Reduce emissions and controlling waste on job sites.
Vendor Certifications (if applicable)
29.Provide a copy of all current licenses, registrations and certifications issued by federal, state
and local agencies, and any other licenses, registrations or certifications from any other govern
mental entity with jurisdiction, allowing Offeror to perform the covered services including, but not
limited to licenses, registrations or certifications. MWBE, HUB, DVBE, small and disadvantaged
business certifications and other diverse business certifications, as well as manufacturer
certifications for sales and service must be included if applicable.
National Roofing Partners can offer product and services in 50 state and outlying area, Puerto
Rico. We have included a summary of our contractor licenses, registrations and certifications of
states in which we perform services, as detailed below in Table 3-6. Following page copies of
each state licenses requested provide on subsequent pages.
In addition to these certificates, we have provided a summary of manufacturer certifications, and
awards. Examples are provided on the following pages.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 14
State Contractor License
Alabama Yes
Alaska Yes
Arizona Yes
Arkansas Yes
California Yes
Colorado State license not required
Connecticut Yes
Delaware State license not required
Florida Yes
Georgia Yes
Hawaii Currently pending
Idaho Yes
Illinois Yes
Indiana State license not required
Iowa Currently pending
Kansas State license not required
Kentucky State license not required
Louisiana Yes
Maine State license not required
Maryland State license not required
Massachusetts State license not required
Michigan State license not required
Michigan State license not required
Minnesota State license not required
Mississippi Yes
Missouri State license not required
Montana Currently pending
Nebraska State license not required
Nevada Yes
New Hampshire State license not required
New Jersey Yes
New Mexico Yes
New York State license not required
North Carolina Yes
North Dakota Currently pending
Ohio State license not required
Oklahoma State license not required
Oregon Yes
Pennsylvania State license not required
Table 3-6. Summary of National Roofing Partners contractor licenses.
15
State Contractor License
Rhode Island Yes
South Carolina Yes
South Dakota State license not required
Tennessee Yes
Texas State license not required
Utah Yes
Vermont State license not required
Virginia Yes
Washington Yes
West Virginia Currently pending
Wisconsin State license not required
Wyoming State license not required
Puerto Rico License not required
Table 3-6. Summary of National Roofing Partners contractor licenses, cont.
63
Figure 3 -1. Manufacturer Certifications Awards
February 15,2018
NATIONAL ROOFING PARTNERS
621 EAST STATE HIGHWAY 121
SUITE 400
COPPELL,TX 75019
Phone:1-866-537-6034
Fax:1-214-580-5575
To Whom It May Concern:
Please be advised that a Johns Manville Approved Roofing Contractor Agreement (the “Agreement”)
presently exists between Johns Manville Roofing Systems Group and the above named contractor
located at the above address.The Agreement stipulates that Johns Manville will issue Peak Advantage
Guarantees for Johns Manville systems listed below.
System Term
APP;BUR;SBS Asphalt Applied;SBS Heat Welded;SBS Cold
Applied;SBS Self Adhered;EPDM;PVC;TPO;Registration -JM
Insulation Only
all
These guarantees will be issued to the above-named contractor in accordance with all procedures and
requirements of the Johns Manville Peak Advantage Guarantee Program.This Agreement is subject to
cancellation by either Johns Manville Roofing Systems Group or the above named contractor upon thirty
(30)days written notice to the other party of the Agreement.
Sincerely,
Guarantee Services
For questions related to this communication,please contact:
Guarantee Services
Johns Manville Roofing Systems
10100 W.Ute Avenue |Mailstop R-15 |Littleton,CO 80127
GSU@jm.com |800.922.5922 |Fax:877.403.1747
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 64
Company Legal Name:
RL National Roofing Partners, LLC
D-U-N-S Number:
869009451
Physical Address:
621 E. State Hwy. South Suite 400
Coppell TX 75019
Company Contact:
Kyra Coker
kyra.coker@nationalroofingpartners.com
866-537-6034 (phone)
214-580-5575 (fax)
Date Company was Established:
1/1/2006
Company Trade Name:
NRP
Company Operates Branch Locations:
No
Mailing Address:
621 E. State Hwy. South Suite 400
Coppell TX 75019
Company FEIN:
271532578
Company Type:
Corporation
Company Organized Under the Laws of:
TX
Company Files as Sub-Chapter S Corporation:
No
Company Member:
Rodney Shrader President
rodney.shrader@nationalroofingpartners.com
Address:
621 E. State Hwy. 121 South Suite 400
Coppell TX 75019
Office Phone Number:
866-537-6034
Mobile Phone Number:
817-829-2907
Permission to Send Text Messages:
No
Limited Partner:
No
Company Member:
Geoff Craft Vice President
geoff.craft@nationalroofingpartners.com
Address:
621 E. State Hwy. 121 South Suite 400
Coppell TX 75019
Office Phone Number:
866-537-6034
Mobile Phone Number:
469-993-6829
Permission to Send Text Messages:
No
Limited Partner:
No
Company Member:
Kyra Coker Vice President of Finance
kyra.coker@nationalroofingpartners.com
Address:
621 E. State Hwy. 121 South Suite 400
Coppell TX 75019
Office Phone Number:
866-537-6034
Mobile Phone Number:
Permission to Send Text Messages:
No
Limited Partner:
No
Company Member:
Ivan Trinidad Director of Operations
ivan.trinidad@nationalroofingpartners.com
Address:
621 E. State Hwy. 121 south Suite 400
Coppell TX 75019
Office Phone Number:
866-537-6034
Mobile Phone Number:
Permission to Send Text Messages:
No
Limited Partner:
No
Versico Roofing Systems
By:Frank Palmer
Title:General Manager
Date:7/19/2018 9:10:36 AM
Company Name: NRP
By:Geoff Craft
Title:Vice President
Date:7/18/2018 4:11:49 PM
Contractor Agreement
AGREEMENT made this 19th day of July, 2018 between Versico Roofing Systems ("VERSICO"), having a mailing address of
P.O. Box 1289, Carlisle, PA 17013 and
Company Information
Company Officers
Contractor #: 262261 ("Contractor")
In consideration of the mutual promises and undertakings set forth below, Versico and Contractor agree as follows:
1.Grant
a.Versico grants to Contractor the non-exclusive right to purchase and install Versico Roofing Systems ("Roofing
Systems")consisting of all roofing products now or hereafter marketed by Versico.
b.Versico reserves the right to sell, distribute and install Roofing Systems direct or through others, at Versico's
discretion.
2.General Duties of Contractor
a.From time to time, at Versico's request, provide adequate assurance satisfactory to Versico of Contractor's
financial ability to perform its obligations under this Agreement.
b.Use its best efforts to sell and promote the use of Versico's Roofing Systems.
c.Attend Versico training meetings at Contractor's own expense; and Contractor agrees not to begin any
installation of Roofing Systems until
i.Contractor has attended at least one (1) training meeting and
ii.Contractor is satisfied that it has received appropriate installation instructions.
d.Advise every building owner ("Building Owner"), at the time Contractor submits its bid, that Versico will offer to
the Building Owner the most current standard form of the Versico Membrane Systems Warranty ("Standard
Warranty") at such time as Versico has accepted the installation of Roofing System and has received payment
for the Roofing System and the Standard Warranty.
e.Follow all Roofing Systems specifications, details, and installation instructions as furnished by Versico from
time to time. Contractor must inquire about any updates regarding Roofing Systems before beginning any
roofing project.
f.Comply with all federal, state and local laws, regulations, ordinances and governmental orders.
3.General Duties of Versico
Versico Shall:
a.Provide Contractor with instructional materials and training which, in Versico's judgment, are necessary to
assure adequate quality and uniformity in installation of Roofing Systems.
b.Provide Contractor with a reasonable supply of promotional material, which, in Versico's judgment, is adequate
for Contractor's use for the sale and promotion of Roofing Systems.
c.Offer to Building Owner Versico's Standard Warranty. Versico reserves the right to refuse to issue a Standard
Warranty if,
i.its specifications, details, installation instructions and procedures are not followed and it has not
approved and accepted the installation, or
ii.it has not been paid for Roofing Systems and the Standard Warranty.
d.At Versico's discretion, furnish Contractor with technical assistance with regard to the installation of Roofing
Systems.It is understood that Versico does not engage in the practice of engineering or architecture; any
information provided to Versico shall be reviewed by Versico for the purpose of evaluating the watertight integrity
of the installation of Roofing Systems only, and not for any other purpose including, but not limited to, reviewing
or approving structural design, the integrity of the roof, or its structural parts. VERSICO MAKES NO WARRANTY
OF FITNESS FOR A PARTICULAR PURPOSE AND SHALL NOT BE LIABLE FOR ANY INCIDENTAL OR
CONSEQUENTIAL DAMAGES UNDER ANY THEORY OF LAW.
4.Job Approval Request Procedure
a.At its expense, Contractor shall furnish to Versico for every job on which Contractor is to install Roofing Systems:
A Job Approval Request form containing a description of the nature of the work, all job specifications, shop
drawings, details and other plans to be used in connection with the installation of Roofing Systems and copies
of all types and amounts of bonds furnished.
b.Versico's review of the above plans, details and other information is for the purpose of evaluating watertight
integrity only. VERSICO MAKES NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE AND SHALL NOT
BE LIABLE FOR ANY INCIDENTAL OR CONSEQUENTIAL DAMAGES UNDER ANY THEORY OF LAW.
5.Inspections
a.Send written notice to Versico, indicating completion of Roofing Systems installation, within seven (7) calendar
days after completion of the installation.
b.Allow Versico or its designee to inspect the watertight integrity of the installation of Roofing Systems. Versico
may direct Contractor, at Contractor's expense, to make such changes or repairs as Versico deems necessary
for proper installation, if Versico determines that Contractor failed to follow and adhere to Versico's written
specifications, details, and installation instructions in effect at the time of installation.
c.For a period of two (2) years beginning with the date upon which the installation passes final inspection by
Versico or, in the event a Standard Warranty is not issued, then for a period of two (2) years beginning with the
completion of the installation of Roofing Systems, repair upon request of either Building Owner or Versico, at
Contractor's expense, any leaks caused by faulty handling or installation of Roofing Systems including but not
limited to the use of materials not approved by Versico.
d.Allow Versico, at Versico's option, to inspect Roofing Systems at any time prior to the expiration of the two (2)
year repair period, and at Contractor's expense follow such instructions and make such repairs deemed
necessary in the judgment of Versico to assure watertight integrity. At the end of said two (2) year period,
Contractor shall have no further obligation to make repairs at its expense under this Agreement, provided that
Contractor has promptly commenced and diligently proceeded to correct and repair all leaks brought to its
attention during said two (2) year period and has successfully corrected and repaired such leaks and the
conditions causing them, and further provided that Contractor has installed Roofing Systems in accordance with
Versico's specifications, details, and installation instructions.
6.Warranty to Contractor
Versico warrants its materials to be free from defects at the time of their delivery to a project site. Versico's liability
and Contractor's remedies are limited to Versico's replacement of defective material, F.O.B. factory. Replacement of
defective material will be made only upon Versico's inspection of the material. Contractor shall return defective
material and Versico shall pay the cost of shipping only after Versico has sent definite shipping instructions.
THERE ARE NO WARRANTIES EITHER EXPRESS OR IMPLIED WHICH EXTEND BEYOND THE FACE HEREOF
INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
VERSICO SHALL NOT BE LIABLE FOR ANY INCIDENTAL OR CONSEQUENTIAL DAMAGES UNDER ANY THEORY OF
LAW.
NO REPRESENTATIVE OF VERSICO HAS AUTHORITY TO MAKE ANY REPRESENTATIONS OR PROMISES EXCEPT AS
STATED HEREIN.
7.Relations Between Parties
a.Contractor may not use the name Versico, Versico's logo or any other Versico trademark or trade name in
Contractor's firm name or assumed name or in any other manner, provided, however, Contractor may indicate in
correspondence or advertising related to Roofing Systems that it is a Versico Authorized Roofing Contractor.
Upon expiration or termination of this Agreement for any reason, Contractor shall immediately discontinue any
use of such designation.
b.Contractor shall act only in Contractor's legal capacity as an independent contractor. In no event shall Contractor
be an employee, franchisee or agent of Versico. Versico is not a franchisor. Contractor has no authority to act for,
or on behalf of Versico or to bind Versico in any way whatsoever, and Contractor shall not so hold itself out to
anyone or otherwise represent that Contractor has such authority. Contractor is not authorized to make or extend
any promises, representations or warranties with respect to Roofing Systems except as set forth in Versico's
Standard Warranty.
8.Excused Performance
Neither party shall be held responsible for delays or failure to perform hereunder, except for payment of monies
when due, if caused by fires, floods, strikes, labor disputes, accidents, acts of war, priorities required or requested by
any governmental authority, transportation delays, restrictions imposed by federal, state or local law, regulations or
ordinances, or Versico's inability to secure raw materials or energy or for any other causes beyond a party's control.
9.Indemnification
a.Contractor agrees to indemnify, pay for the defense of and save Versico harmless from any and all damages,
including harm to Contractor's employees, losses or expenses including reasonable attorney's fees, direct or
indirect, including settlement of any claim subject to Contractor's approval which approval shall not be
unreasonably withheld, which Versico may be subjected to because of Contractor's negligence or failure to
perform any term or condition of this Agreement. Versico shall not be obligated to appeal any judgment, which
would impose liability on Contractor.
b.i.Versico shall indemnify and save Contractor harmless from all damages, losses or expenses, including
reasonable attorney's fees, which Contractor may sustain as determined by a final judgement against
Contractor or a settlement of any claim, approved in writing by Versico, resulting from Versico's
negligence in performing or failure to perform its obligations under the Standard Warranty; provided,
however, that this indemnity shall not be enforceable against Versico if the damages, losses or
expenses sustained by Contractor were caused in whole or in part from any act or failure to act by
Contractor as required by this Agreement.
ii.In the event that any claim, action or proceeding is threatened or made against Contractor which may
impose liability on Versico under this indemnity, Contractor shall promptly serve written notice on Versico
of such claim, action or proceeding and Versico shall have the option to join in the defense of the claim
at its expense.
10.Term of Agreement; Termination
a.Application to be an Authorized Roofing Contractor is not deemed accepted by Versico until an authorized
Versico employee has signed this Agreement and has returned one signed copy of this Agreement to
Contractor. This Agreement shall remain in effect until:
i.Either party cancels this Agreement with or without stated cause by giving thirty (30) days prior written
notice of termination to the other party by certified mail (return receipt requested), or by facsimile and
ordinary mail at the address stated herein or such other address as either party may designate in
writing.
ii.Either party may terminate this Agreement immediately for breach of any covenant contained herein; and
iii.Subject to any provisions of law to the contrary, there is an adjudication of Contractor as a bankrupt or
insolvent, or entry of an order, remaining unstayed by appeal or otherwise for thirty (30) days, appointing
a receiver or trustee for Contractor, or for all or any of its property, or approving a petition seeking
reorganization or other similar relief under the bankruptcy or other similar laws of the United States of
America or any state, or the filing by the Contractor of a petition seeking any of the foregoing or
consenting thereto, or the filing by the Contractor of a petition to take advantage of any debtors' act, or
making a general assignment for the benefit of creditors, or admitting its inability to pay its debts as they
mature.
b.Termination of this Agreement shall not relieve Contractor from its obligations and liabilities hereunder,
including but not limited to its obligations to repair Roofing Systems as provided in paragraph 5, to complete the
installation of Roofing Systems undertaken and not completed by Contractor by the date of the termination
notice, and to make all payments due or accrued to Versico and other material suppliers.
11.Waiver
The failure of either party to enforce at any time any of the provisions hereof shall not be construed to be a waiver of
such provision or of the right of such party thereafter to enforce any such provisions.
12.Assignment
The rights created by this Agreement are personal and not assignable, and the obligations imposed upon
Contractor are not delegable without the written consent of Versico, provided, however, that Versico may assign this
Agreement to its successors as well as to any entity or corporation now or hereafter owned or controlled by or
affiliated with Versico (defined as any corporation controlling or under common control with Versico).
13.Construction
This Agreement constitutes the entire Agreement between the parties and the parties acknowledge and agree that
neither of them has made any representation with respect to the subject matter of this Agreement or any
representation inducing the execution and delivery hereof except as specifically set forth in this Agreement. No
change, alteration, modification or addition to this Agreement shall be effective unless in writing and signed by an
authorized Versico employee. A mere acknowledgment or acceptance of any acts or performance by either party
inconsistent with the terms of this Agreement shall not be deemed an acceptance or approval by Versico of such
inconsistent acts or performance with respect to subsequent transactions. This Agreement supersedes and is in
lieu of all prior agreements or arrangements between the parties. The captions in this Agreement are for
convenience only and shall not affect the interpretation hereof.
14.Governing Law
This Agreement shall be construed under the laws of; and by the courts of; the State of Pennsylvania, and if any
provision hereof shall be adjudged to contravene any applicable law, the parties agree to remain bound by all of the
remaining provisions.
IN WITNESS WHEREOF, the parties have caused this instrument to be executed in duplicate by their representatives duly
authorized as of the day and year first above written.
65
A Berkshire Hathaway Company
Johns Manville Corporation
Roofing Systems Group
4413 Perry Lane
Fort Worth, Texas 76133-6905
Phone: 817-313-0396
July 9, 2018
National Roofing Partners
621 East State Highway 121
Coppell, TX 75019
Re:Johns Manville Certified Roofing Contractor Status
Pinnacle Level & No Dollar Limit Approval
To Whom It May Concern:
This is to advise that National Roofing Partners is listed with Johns Manville as a No Dollar
Limit Approved Built-Up, Modified Bitumen TPO, PVC & EPDM Single Ply Roofing Systems
Contractor.
Year after year, National Roofing Partners achieves our highest level of quality and
professionalism as a member of our elite and exclusive Pinnacle Contractor Group. They have a
JM Quality Multiplier of 1.15 that reflects this high quality and the fact that we rarely, if ever
have installation-related leak claims on their JM guaranteed roof installations. Over the course
of our relationship, National Roofing Partners has successfully installed 99,697 squares of JM
roof systems, all backed by JM’s Peak Advantage® Roofing System Guarantees.
We're proud of National Roofing Partners’performance and the fact that we can carry their
name on our list of approved applicators.
Thank you for your interest in our products and services, and if we can be of assistance, please
don't hesitate to call at 817-313-0396.
Respectfully submitted,
Joel K. Lewallen, RRC, RRO, CCPR, CCCA, LEED AP
Johns Manville is a manufacturer of commercial roofing products and offers this general conceptual information to you as a
courtesy. This complimentary assistance is not to be used or relied upon by anyone as a substitute for professional engineering
design and documentation required by building code, contract or applicable law. By accepting these comments you agree they
do not constitute any representations, endorsements of, or an assumption by Johns Manville of any liability for either the
adequacy of the design of this building or any other material not supplied by Johns Manville.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 66
February 15, 2018
NATIONAL ROOFING PARTNERS LLC
STE 400 621 E STATE HWY 121
COPPELL, TX 75019
To Whom It May Concern:
This letter is to confirm that NATIONAL ROOFING PARTNERS LLC in COPPELL, TX is a Carlisle
Authorized Applicator.
This Applicator has been awarded with the following awards:
ESP 2017, ESP 2016, ESP 2015
If you should have any further questions, please feel free to contact me.
Sincerely,
Kevin Somers
/ems
67
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 68
69
July 17, 2018
National Roofing Partners, LLC
621 E State Hwy 121, Ste 400
Coppell, TX 75019
To Whom It May Concern:
This letter is to confirm that National Roofing Partners, LLC is a Versico Authorized Contractor.
If you should have any further questions, please feel free to contact me.
Sincerely,
Scott Andrews
Regional Sales Manager
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 70
References
Provide a minimum of ten (10) customer references for product and/or services of similar scope
dating within the past three (3) years. Five (5) of these customer references should be for proj-
ects delivered through the job order contracting (JOC) delivery method. Please try to provide
an equal number of references for K12, Higher Education and City/County entities. Provide the
following information for each reference:
Entity Name
Contact Name and Title City and State
Phone Number Years Serviced
Description of Services Annual Volume
Pricing Estimates/quotes provided to entity
National Roofing Partners
Table 5-1 under Tab 5. National Roofing Partners references of similar scope for past (3) years
and JOC specific.
71
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Head Coach• Inspirational Executive Leader• Executive Decision Maker• High-Level Contract Negotiations
• BS, Santa Fe Community College• University of Florida
• National Roofing Contractors Association (NRCA)• Former Midwestern Roofing Contractors Association (MRCA)
President• The Construction Industry Advisory Council (CIOAC)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Current Board Member for Roofing Technology Think Tank (RT3)• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2006 - Current• KPOST Company (2003 - Current)
Steve Little
Company: National Roofing Partners
Role: CEO
Email: steve.little@nationalroofingpartners.com
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 72
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Executive Decision maker • Corporate Planning and Strategic Development• Multi-Site Operational Leader • P & L Management and Budgetary Direction• Contract Negotiations • Sales Coach• Mergers & Acquisitions • Executive Leadership and Mentor
• MBA, TCU, Neely School of Business• Supplier of the Year Award from AGC and ABC.• Honor Graduate Military Police School• Honor Graduate Military Working dog, K-9 Handler School• K9 Supervisor Course• Sandler Sales Training• Chapman Leadership and Sales Coaching Clinic
• Board of Director for ABC N. Texas, Associated Builders and
Contractors, Inc.• Board of Director for AGC/ABC/TEXO• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• Action Mobile, 2014 - 2018• United Road Service (Car Auto Carrier), 1998-2004• United States Marine Corps, 1993-1998
Rodney Shrader
Company: National Roofing Partners
Role: President
Email: rodney.shrader@nationalroofingpartners.com
73
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• 20+ years of Finance Experience, 12+ in Construction Finance• 10+ in Bonded Municipal Contract Oversight, Management and
Purchasing• Expertise in Contract Billings, WIP, GAAP Accounting Practices and
a Pro Advisor
• BA Finance, UT Dallas• MA Interdisciplinary Studies, UT Dallas• CMA Certification, In Progress• Intuit Pro Advisor, SAGE 100/300 and SAP
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2017 – Current• Land Gorilla (Construction Inspections), 2014-2017• Servall Contractor Services, 2014 - 2017• LDM Construction (WBE Contractor), 2005-2017• ETS, 1996-2005• CADVisions (an AutoCAD company), 1996-1998
Kyrah Coker
Company: National Roofing Partners
Role: Vice President of Finance
Email: kyrah.coker@nationalroofingpartners.com
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 74
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Renowned Cooperative Contract and Sales Trainer
• Over 13 Years Cooperative Contract Experience with Multiple
Vendors and National Purchasing Cooperative• 13 Years Job Order Contracting Experience with Cooperatives
• Strategic Market Positioning
• Continuous Improvement Champion
• Team Builder
• Contract Negotiations
• BA, Kenyon College, Gambier, OH
- Double Major: Economics and Psychology
• Construction Specifications Institute
- Construction Documents Technologist (CDT)
• Center for Job Order Contracting Excellence, 2016 - Current
- Board of Directors / Industry Chair /Past Industry Chair National• Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2018 - Current• TCPN / National IPA, Facilities Solutions, 2015 - 2017• RoofConnect, 2013 - 2014• CentiMark, 2010 - 2012• Tremco, 2002 - 2010• CentiMark, 1997 - 2002• Tremco, 1989 - 1996
David Adams
Company: National Roofing Partners
Role: Vice President of Revenue
Email: david.adams@nationalroofingpartners.com
75
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• 28 Years of roofing industry experience in manufacturing and
distribution• Relationship Management• Manufacturer Partnerships• Contractor Partnerships• Solar Expertise
• State University of New York College
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2016 - Current• Roofing Supply Group, 2010 - 2015• OMG Inc., 1990 - 2010
Geoff Craft
Company: National Roofing Partners
Role: Vice President
Email: geoff.craft@nationalroofingpartners.com
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 76
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Manage $35MM P&L of reroofs
• Projects up to $4MM• Directs all estimating and risk management activity for company
• Texas A&M B.B.A.• Texas State, M.B.A.
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• 8 years Pizza Hut (Yum!,PepsiCo)• 10 years Starbucks• 3 years Brinker Intntl• 7 years at NRP
Mike Genette
Company: National Roofing Partners
Role: Director of Risk Management
Email: mike.genette@nationalroofingpartners.com
77
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• 27 years of construction and roofing experience• Experience providing direction for multiple simultaneous projects• Experience coordinating performance in occupied facilities• Oversaw 500 + projects ranging from $1,000 to $6 million
• BS, Psychology w/ Minor in Economics, Michigan State University• Residential Contractor Certification; City of Brownsville, TX• Construction Documents Technologist (CDT), Construction
Specifications Institute • GC License, Oregon Construction Contractor’s Board• Business and Law, State of New Mexico Contractor’s License• OSHA 30
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
•
Ivan Trinidad
Company: National Roofing Partners
Role: Director of Operations
Email: ivan.trinidad@nationalroofingpartners.com
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 78
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Managing the day to day activities of the NRP Service Department
including client relations, service dispatching, proposals, invoicing,
collections and vendor management• Oversee the daily operation of the building• 20 Years in Construction Management• Experience in Design Build• Experience in State and Municipality construction
• Bachelor’s from University of Central Oklahoma in Public Relations• Certified in Texas Lien Laws• Masters in Accounting, in progress
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2012 - Current• Robax Corp, 2000 – 2011
Kim Baxter
Company: National Roofing Partners
Role: Director of Client Services
Email: kim.baxter@nationalroofingpartners.com
79
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• 8 years of direct management with cooperative contracts • Successfully on-boarded hundreds of newly awarded cooperative
supplier executive and sales teams on selling into the labor solution /
cooperative space. • 10 years of cooperative, roofing and JOC/IDIQ project experience• 18 years of relevant construction experience • Experience in utilizing RS Means for the purpose of providing cost
estimate analysis and compliance review
• California State Fullerton, Business Administration, Urban Planning &
Community Development• CA Realtor License
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2017 - Current• FacilitiesConnect, 2017 - Current• TCPN / National IPA, 2015 - 2017• ReMax, 2013 - 2015• Contract Purchasing Solutions, 2010 - 2014• Tremco, 2007 - 2010• Hunsaker & Associates, 2004 - 2008• The Moote Group, 1996 - 2004
Tara Adams
Company: National Roofing Partners
Role: Cooperative Specialist / National Account Manager
Email: tara.adams@nationalroofingpartners.com
81
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Over 15 years’ experience in administrative roles• 2.5 years’ working knowledge as an HR manager• Ethical practice• Relationship management
• BA Communications from Northern Arizona University• Dual Major in Publication Relations and Marketing
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Society for Human Resource Management (SHRM)• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2013 - Current• Medical Receptionist, 2012 – 2013• Operations and Staffing Coordinator, 2010 – 2012.• Reservation Coordinator / Ground Crew, 2009 – 2010
Laura Bartolozzi
Company: National Roofing Partners
Role: Executive Assistant/Human Resources
Email: laura.bartolozzi@nationalroofingpartners.com
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 3 – Company Profile (Appendix F)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034Page 3 - 82
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Assisting sales with managing any solar program • Assisting with sourcing new product avenues • Assisting with order management• Work closely with our leading vendors and solar customers on all
management levels in order to achieve goals•
• William Woods University• Roofing 101 Online, NRCA
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2018 - Current• Lowes, 2011 – 2018• Innerworkings 2006-2011• RR Donnelly, 1998 - 2005• Haggar Clothing Co., 1994-1997
Kim Greeley
Company: National Roofing Partners
Role: Solar Sales Coordinator
Email: kim.greeley@nationalroofingpartners.com
83
Qualifications:
Education/Training/
Certifications:
Industry Associations:
Work History:
• Serves as administrator for the sales team and executive assistant • Additional roles include lead generation, telemarketing and vendor
on-boarding
• Roofing 101 Online, NRCA
• National Roofing Contractors Association (NRCA)• Midwestern Roofing Contractors Association (MRCA)• Northeastern Roofing Contractors Association (NERCA)• Roofing Contractors Association of Texas (RCAT)• Western States Roofing Contractors Association (WSRCA)• The Roofing Industry Alliance for Progress• Roofing Technology Think Tank (RT3) Founding Member• National Women in Roofing (NWIR) Founding Sponsor• Professional Retail Store Maintenance Association (PRSM)• International Facility Management Association (IFMA)
• National Roofing Partners (NRP), 2018 - Current• Parker Chiropractic Clinic, 2017• The Joint Chiropractic, 2016 -2017• Colleyville Physical Therapy, 2015 -2015
Madi Cazzola
Company: National Roofing Partners
Role: Sales Administrator
Email: madi.cazolla@nationalroofingpartners.com
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 4 – Product / Services (Appendix B)
www.nationalroofingpartners.com Page 4 - 01
APPENDIX B:
PRODUCTS / SERVICES SPECIFICATIONS
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 4 – Product / Services (Appendix B)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 Page 4 - 02
JOB-ORDER-CONTRACTING DELIVERY METHOD
As appropriate and allowed by chapter 2269 of the Texas Government Code, contractors may
deliver projects through the job order contracting delivery method under this contract. Contractors
should demonstrate their experience with JOC estimating and delivery on at least 5 previous
projects as requested in Appendix F.
National Roofing Partner has demonstrated JOC estimating and delivery on at least (5) previous
projects, detailed in Table 5-1 – National Roofing Partners References.
PERFORMANCE BOND PLAN
The contractor shall submit a detailed performance bond plan that will meet the participating
agency’s local and state statutory requirements. The vendor is required to be knowledgeable and
current on all statutory requirements for bonding. This should include, but is not limited to, a
letter from a surety company that is licensed to do business in the states being proposed in the
submittal. Vendors shall also provide a written statement acknowledging that they can provide
surety letters for any affiliates to Region 4 ESC or participating agencies upon request. Vendors
may need to provide additional capacity as work orders increase. Bonds will not require that a fee
be paid to Region 4 ESC. The actual cost of the bond will be a pass-through expense to the client
and added to the purchase order.
National Roofing Partners acknowledges that we will provide surety letters for any affiliate
to Region 4 ESC or participating agencies upon request. National Roofing Partners is
knowledgeable and current on all statutory requirements for bonding.
Letters from Surety Companies provided on the following pages demonstrating our bonding
capacity to perform the Roofing Products, Services, and Job-Order-Contracting Services
contract.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 4 – Product / Services (Appendix B)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 Page 4 - 30
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 4 – Product / Services (Appendix B)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 Page 4 - 38
SAFETY/ENVIRONMENTAL PLAN
The contractor shall submit a detailed safety plan with their submittal. It should specifically
address how the contractor will implement this plan with the subcontractors. The safety plan will
need to address OSHA compliance, environmental compliance, drug testing, trend analysis and
noncompliance corrective action. It should also state whether a safety officer will interact with
the client member’s staff and management of safety and environmental issues while working in
occupied areas.
National Roofing Partners has included a summary of our safety/environmental approach for the
areas specifically outlined in the RFP on the following pages with a copy of our comprehensive
Safety/Environmental Plan provided in Appendix 2 – Safety Plan.
QUALITY ASSURANCE/QUALITY CONTROL PROGRAM
The contractor shall submit a QA/QC plan within with their submittal. This plan shall detail the day
to day surveillance of work and provide documentation of deficiencies and corrective actions.
It should note subcontractor compliance issues and trend analysis and how inspectors will
interface and work with both the subcontractors and the participating agency’s staff.
National Roofing Partners will implement a comprehensive QA/QC Program consistent with
Roofing Products, Services, and Job-Order-Contracting Services contract requirements
provided in Appendix 3 - Quality Assurance (QA)/Quality Control (QC) Program.
SUBCONTRACTING PLAN AND/OR EXPLANATION OF APPLICABLE AFFILIATE
RELATIONSHIPS
The contractor shall submit a subcontracting plan with their submittal. This plan will explain the
subcontracting procedures providing assurances that the subcontractors meet the same high
standards as the contractor. This will include a subcontractor’s log, subcontractor qualification
form, felony conviction notice and child and sex offender notice. This plan will also address how
the vendor will implement his safety plan with subcontractors (may reference the vendor’s safety
plan). The subcontractors will be held to the same standards as the primary roofing contractor.
A distinct portion of the subcontracting plan needs to deal with attracting, utilizing and mentoring
small and disadvantaged businesses including how your company will attract these firms. Describe
how your company will institute a prompt payment plan upon completion and acceptance of their
work and how your company will make progress payments to subcontractors on long term job
orders.
The contractor shall submit a plan detailing the relationship with any applicable affiliates that may
do work under this contract. This submittal should include, but is not limited to, work history,
credentials, PO processes, and process to maintain upstanding workmanship and service.
National Roofing Partners plan explains our subcontracting procedures providing assurances
that the prime and subcontractors meet the same high standards as National Roofing Partners.
We are currently implementing a contractor partner outreach to identified additional local,
experienced and qualified subcontractors nationwide. Our outreach efforts to identify potential
subcontractors as provided in Appendix 4 – Subcontracting Plan and/or Explanation of
Applicable Affiliate Relationships.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 4 – Product / Services (Appendix B)
www.nationalroofingpartners.com Page 4 - 39
PRODUCT PERFORMANCE MINIMUM REQUIREMENTS
All roof systems must meet the regulatory requirements of the International Building Code, all
applicable state and local codes for public buildings, including, but not limited to, UL 790, Class
A, and FM Class 1-90 Fastening Standards. The prime contractor awarded a contract will comply
with the latest, most stringent industry-standard construction details published by the National
Roofing Contractors Association’s the NRCA Roofing and Waterproofing Manual, 4th edition.
(NRCA, 10255 W. Higgins road, Suite 600, Rosemont, IL 60018 || 847-299-9070 || Fax 847-299-
1183). Any deviations, such as the use of proprietary designs of the prime contractor or special
construction for regional climatic conditions, must be identified and explicitly agreed to by the
participating agency.
ASSOCIATED PROJECT SUPPORT REQUIREMENTS
The contractor shall remove movable furniture in the work area and place it back in the required
location upon completion. The purchase, delivery and storage of project construction materials
should not interfere with the client’s operations. Damages that occur to the client’s facilities or
equipment must be repaired or purchased to like or better condition by the vendor at no charge.
All permits will be acquired by the vendor and invoiced at cost as part of the purchase order,
unless they are provided by the participating agency.
Region 4 ESC or its representative reserves the right to inspect any project and review the
contractor’s project files, documentation, and correspondence.
Utilities at the job sites will be furnished free of charge to the vendor by the participating agency.
Water will be furnished free, with all of the taps, connections and associated equipment supplied
free of charge to the vendor or supplied by the vendor and charged to the client. Upon project
completion, the connections will be removed at the direction of the client.
It is the contractor’s responsibility to analyze their electrical needs and the ability of the client’s
facility to accommodate his request. The electricity at the job site will be free to the vendor. It
will be the responsibility of the contractor to coordinate his requests and needs with the client. If
additional capacity is required, the contractor is responsible for arranging for the equipment, the
installation and removal at his own expense. If possible, toilet facilities will be made available by
the client or the vendor will make arrangements for portable toilets.
The participating agency reserves the right to require the contractor’s employees, representatives
and consultants to wear identification and stay in designated work areas at all times while on
the participating agency’s property. The participating agency shall have the right to affect the
immediate removal of any person associated with the contractor from the member’s property for
failure to wear identification, for being outside a designated work area, or for engaging in any
behavior that the
member deems inappropriate directed toward or in the vicinity of students, employees, officials,
or guests of the participating agency.
Contractor shall perform the appropriate background checks of any personnel that will be
performing the services within the proximity of minors. Vendor shall notify the participating
agency of any proposed employee who has been convicted, pled guilty or pled “no contest” to a
criminal offense, and the participating agency reserves the right to reject the proposed employee
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 4 – Product / Services (Appendix B)
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 Page 4 - 40
with a criminal background. No person employed by the vendor who has been found guilty of any
criminal offenses shall be allowed into the work site without prior approval of the participating agency.
DESCRIPTION OF PRODUCTS AND SERVICES OFFERED
(Note: Pricing is to be provided separately in the Pricing tab)
A listing of products and services that should be offered under this contract is provided in the Pricing
tab, but the offering need not be limited by this listing. Contractor may provide additional products
and services either in this section or the value-add section. Pricing on these non-line items products
and services can be addressed through a margin, a unit price book, or any other auditable pricing
mechanism. Any product or service offered must have pricing that can be audited as outlined in
the Pricing section in this solicitation (Appendix C). Contractors may propose a Unit Price Book to
be used as an alternate pricing mechanism for special situations and for JOC delivery. Provide the
coefficient(s) for all applicable regions for the unit price book proposed on the final page provided in
the Pricing tab.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
www.nationalroofingpartners.com Page 7 - 1
APPENDIX G:
VALUE ADD
National Roofing Partners’ Value-Add Services
National Roofing Partners’ Value-Add Services include:
•Asset Management / Warranty Maximization Program
•Drone Services
•Consulting Services
•Photovoltaic Roofing Solutions
•Small Business / Disadvantaged Business / Minority Enterprise Relationships
•Snow Load Management & Removal
•Building Envelope Services
•Paving Services
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 7 – Value Add (Appendix G)
Page 7 - 02
•Value-Add Marketing for TCPN Members
•Sales Force Training
•Founding Member of Impacting Organizations
Asset Management / Warranty Maximization
NRP offers programs that extend the life of your roofing and building envelope assets.
By doing an initial evaluation of your roof or your portfolio, we will determine the condition
of the assets and categorize into Red, Amber and Green. By thoughtful programming and
preventative maintenance, you can extend the lives of your assets by implementing programs
that extend the lives of the inventory and thereby driving down total cost of ownership.
Besides inspection, these programs include access to your inventory via a web-based
information management program. They also include plans as to how to put the roof back into
a warrantable, watertight condition whereas a roof warranty can then be purchased along with
preventative maintenance.
NRP Asset Management Inspection with condition assessment:
Roof Sections < 50,000 sq. ft. Each
Roof Sections > 50,000 sq. ft. Sq. Ft.
*Other services like infrared and core testing may be required
NRP PM Program - Annual Preventative Maintenance, Housekeeping
Roof Sections < 50,000 sq. ft. Each
Roof Sections > 50,000 sq. ft. Sq. Ft.
NRP Warranty Extension / Renewal Program (NRP PM Program + Leak Responsibility
assumed by NRP)
Roof Section < 50,000 sq. ft. Each
Roof Section > 50,000 sq. ft. Sq. Ft.
*NRP Warranty Extension / Renewal Program requires separate pricing of repairs, restoration
and replacement to bring roof up to NRP startup standard as determined under Inspection.
As part of this program, NRP offers a unique program to the industry called our Warranty
Maximization Program. NRP and its Partners are approved to perform warranty repairs by
all major roofing manufacturers. This means that NRP can perform warranty repairs while on
site. This reduces the need for return trips and reduces the time required in solving defects.
This translates to reduced impact on the TCPN Member’s property and occupants, achieving
resolution quicker and more economically.
Invoicing to the TCPN Member is seamless and they will not incur warranty related expenses
that are discovered during service call. These will be directly billed to the appropriate
manufacturer. This represents significant cost savings the TCPN Member.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
www.nationalroofingpartners.com Page 7 - 03
Tab 7 – Value Add (Appendix G)
Drone Services
NRP has developed drone services that assist in the
following:
• Job Site Inspection
• Infrared Analysis
• Asset Management
These services are very economical and are a new
innovative tool that we are now consistently using.
This service is at a lower cost than traditional scans
of roof to determine wet / problem areas of insulation.
Since our price in the line items are not to exceed pricing, this will enable us to often come in
under the price quoted and bring value to the TCPN Member.
Photovoltaic Roofing Solutions
NRP offers a single point of contact for all photovoltaic needs. NRP and / or our partners are
licensed, insured and bonded and can provide competitive pricing in all 50 states.
Our services include:
•Full photovoltaic solutions via partners
•Take the “guess work” out of selecting the correct roofing attachment
•Commercial roofing experts, authorized installer of all roofing systems
•Will not void your existing manufacturer’s warranty
•Dedicated rooftop safety program
•Solar cleaning capabilities
•Pricing available upon request tailored to the needs of the TCPN Member
Small Business / Disadvantaged Business / Minority Enterprise Relationships
NRP has two joint ventures with small businesses where we can assist the TCPN Member in
their efforts to meet small business spend requirements. Please contact NRP for any specific
questions.
Snow Load Management & Removal
In the event of any winter storms, NRP can monitor snowfall measurements on the roof and
assessment to determine whether or not it exceeds your roof’s load capacity. When it does,
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 7 – Value Add (Appendix G)
Page 7 - 04
NRP can assist in the removal of the snow. Drifting and wind can also have an impact as well
Building Envelope Services
We also provide extensive building envelope services across the country. Please see
consultant, Bluefin, LLC information included in this Value-Add Section of our response as they
assist with our platform. Walls and floors represent part of the envelope and we stand prepared
to evaluate any needs that TCPN Members may have to deliver these services. JOC coefficient
will be used to price out any of these requests since the line items are limited in the line item
request contained in the RFP.
Paving Services
We also provide extensive paving services across the country. Please see consultant, Bluefin,
LLC information included in this Value-Add Section of our response as they assist with our
platform. Paving also represents part of the facility managed by most facility directors and we
stand prepared to evaluate any needs that TCPN Members may have to deliver these services.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
www.nationalroofingpartners.com Page 7 - 05
JOC coefficient will be used to price out any of these requests since the line items are limited in
the line item request contained in the RFP.
Sales Force Training
NRP plans to implement extensive national training to our entire Partner Sales Force.
Cooperative Specialists David and Tara Adams will lead this initiative via the following:
• In-House HQ Training
• National Webinars
• Regional Trainings
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Tab 7 – Value Add (Appendix G)
Page 7 - 06
• Semi-Annual NRP Meetings
• Partner Office Meetings
David and Tara have led these same types of Trainings in the past for other TCPN Contract
holders. In fact, they have conducted over 15 regional roofing trainings and 10 regional HVAC
trainings for companies that were implementing the TCPN Contract (estimated total number
of attendees was in excess of 500). Their expertise in training sales personnel on how to sell
labor solutions in the cooperative marketplace will assist in accelerating opportunities with NRP
Partners if awarded a contract.
Organization Membership & Founding Member of Impacting Organizations
National Roofing Partners are a part of many local and national associations. These include:
•National Roofing Contractors Association (NRCA)
•Midwestern Roofing Contractors Association (MRCA)
•Northeastern Roofing Contractors Association (NERCA)
•Roofing Contractors Association of Texas (RCAT)
•Western States Roofing Contractors Association (WSRCA)
•The Roofing Industry Alliance for Progress
•Professional Retail Store Maintenance Association (PRSM)
•International Facility Management Association (IFMA)
We are especially proud of being founding members of:
•National Women in Roofing (NWIR)
•Roofing Technology Think Tank (RT3) – (Steve Little, NRP CEO is
Board Member)
These organizations are making a difference in our industry in developing a platform for women
to grow in our industry as well as a platform to promote technology in the roofing industry.
Consulting Services via Bluefin, LLC
National Roofing Partners has a partnership with BlueFin LLC. For any consulting needs, please
see the information on the following page.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
www.nationalroofingpartners.com Page 7 - 07
APPENDIX H: ADDITIONAL REQUIRED DOCUMENTS
DOC #1
DOC #2
DOC #3
DOC #4
DOC #5
DOC #6
DOC #7
DOC #8
DOC #9
DOC #10
DOC #11
DOC #12
DOC #13
DOC #14
DOC #15
Clean Air and Water Act
Debarment Notice
Lobbying Certification
Contractor Certification Requirements
Antitrust Certification Statements
Implementation of House Bill 1295 Certificate of Interested Parties (Form 1295)
Texas Government Code 2270 Verification Form
EDGAR Certifications
FOR VENDORS INTENDING TO DO BUSINESS IN NEW JERSEY:
Ownership Disclosure Form
Non -Collusion Affidavit
Affirmative Action Affidavit
Political Contribution Disclosure Form
Stockholder Disclosure Certification
Certification of Non -Involvement in Prohibited Activities in Iran
New Jersey Business Registration Certificate
New Jersey vendors are also required to comply with the following New Jersey statutes when applicable:
All anti -discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2-14,
N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38.
Compliance with Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of
the Act.
Compliance with Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26
Bid and Performance Security, as required by the applicable municipal or state statutes.
Page 8 - 1
DOC #1 CLEAN AIR AND WATER ACT
I, the Vendor, am in compliance with all applicable standards, orders or regulations issued pursuant to
the Clean Air Act of 1970, as Amended (42 U.S. C. 1857 (h)), Section 508 of the Clean Water Act, as
amended (33 U.S.C. 1368), Executive Order 117389 and Environmental Protection Agency Regulation,
40 CFR Part 15 as required under OMB Circular A-102, Attachment 0, Paragraph 14 (1) regarding
reporting violations to the grantor agency and to the United States Environment Protection Agency
Assistant Administrator for the Enforcement.
Potential Vendor: RL National Roofing Partners, LLC
Title of Authorized Representative: CEO
Mailing Address: 621 E St Hwy 121, Suite 400, Coppell, TX 75019
Signature:
Page 8 - 2
DOC #2 DEBARMENT NOTICE
I, the Vendor, certify that my company has not been debarred, suspended or otherwise ineligible for
participation in Federal Assistance programs under Executive Order 12549, "Debarment and Suspension",
as described in the Federal Register and Rules and Regulations.
Potential Vendor: RL National Roofing Partners, LLC
Title of Authorized Representative: CEO
Mailing Address: 621 E St Hwy 121, Suite 400, Coppell, TX 75019
Signature:
Page 8 - 03
DOC #3 LOBBYING CERTIFICATION
Submission of this certification is a prerequisite for making or entering into this transaction and is imposed
by Section 1352, Title 31, U.S. Code. This certification is a material representation of fact upon which
reliance was placed when this transaction was made or entered into. Any person who fails to file the
required certification shall be subject to civil penalty of not less than $10,000 and not more than $100,000
for each such failure.
The undersigned certifies, to the best of his/her knowledge and belief, that:
1. No Federal appropriated funds have been paid or will be paid on behalf of the undersigned, to
any person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of
Congress in connection with the awarding of a Federal contract, the making of a Federal grant,
the making of a Federal loan, the entering into a cooperative agreement, and the extension,
continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative
agreement.
2. If any funds other than Federal appropriated funds have been or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress,
an officer or employee of Congress, or an employee of a Member of Congress in connection with
this Federal contract or cooperative agreement, the undersigned shall complete and submit
Standard Form LLL, "Disclosure of Lobbying Activities," in accordance with its instructions.
3. The undersigned shall require that the language of this certification be included in the award
documents for all covered sub -awards exceeding $100,000 in Federal funds
at all appropriate tiers and that all sub -recipients shall certify and disclose accordingly.
Signature of Offe :r
Zs` -/8
Date
Page 8 - 04
DOC #4 LOBBYING CERTIFICATION
Contractor's Employment Eligibility
By entering the contract, Contractor warrants compliance with the Federal Immigration and Nationality Act
(FINA), and all other federal and state immigration laws and regulations. The Contractor further warrants
that it is in compliance with the various state statues of the states it is will operate this contract in.
Participating Government Entities including School Districts may request verification of compliance from
any Contractor or subcontractor performing work under this Contract. These Entities reserve the right to
confirm compliance in accordance with applicable laws.
Should the Participating Entities suspect or find that the Contractor or any of its subcontractors are
not in compliance, they may pursue any and all remedies allowed by law, including, but not limited to:
suspension of work, termination of the Contract for default, and suspension and/or debarment of the
Contractor. All costs necessary to verify compliance are the responsibility of the Contractor.
The Offeror complies and maintains compliance with the appropriate statutes which requires compliance
with federal immigration laws by State employers, State contractors and State subcontractors in
accordance with the E -Verify Employee Eligibility Verification Program.
Contractor shall comply with governing board policy of the Region 4 ESC Participating entities in which
work is being performed.
Fingerprint and Background Checks
If required to provide services on school district property at least five (5) times during a month, contractor
shall submit a full set of fingerprints to the school district if requested of each person or employee who
may provide such service. Alternately, the school district may fingerprint those persons or employees. An
exception to this requirement may be made as authorized in Governing Board policy. The district shall
conduct a fingerprint check in accordance with the appropriate state and federal laws of all contractors,
subcontractors or vendors and their employees for which fingerprints are submitted to the district.
Contractor, subcontractors, vendors and their employees shall not provide services on school district
properties until authorized by the District.
The Offeror shall comply with fingerprinting requirements in accordance with appropriate statutes in the
state in which the work is being performed unless otherwise exempted.
Contractor shall comply with governing board policy in the school district or Participating Entity in which
work is being performed.
Business Operations in Sudan, Iran
In accordance with A.R.S. 35-391 and A.R.S. 35-393, the Contractor hereby certifies that the contractor
does not have scrutinized business operations in Sudan and/or Iran.
L
Signature of Offer r
Date
4-zs--lB
Page 8 - 05
DOC #5 ANTITRUST CERTIFICATION STATEMENTS
(Tex. Government Code § 2155.005)
I affirm under penalty of perjury of the laws of the State of Texas that:
1. I am duly authorized to execute this contract on my own behalf or on behalf of the company,
corporation, firm, partnership or individual (Company) listed below;
2. In connection with this proposal, neither I nor any representative of the Company has violated any
provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15;
3. In connection with this proposal, neither I nor any representative of the Company has violated any
federal antitrust law; and
4. Neither I nor any representative of the Company has directly or indirectly communicated any of
the contents of this proposal to a competitor of the Company or any other company, corporation,
firm, partnership or individual engaged in the same line of business as the Company.
RL National Roofing Partners, LLC, DBA National Roofing Partners `NRP'
Vendor
621 E St Hwy 121, Suite 400,
Address
Coppell,
City
TX 75019
State Zip
866-537-6034 214-580-5575
Phone Fax
Offerer
tor0--
Si• e
David Adams
Printed Name
Vice President of Revenue
Position with Company
A •ai . Sff.
Signatur
Steve Little
Printed Name
CEO
Position with Company
Page 8 - 06
DOC #6 IMPLEMENTATION OF HOUSE BILL 1295
Certification of Interested Parties (Form 1295):
In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the Government
Code. The law states that a governmental entity or state agency may not enter into certain contracts with
a business entity unless the business entity submits a disclosure of interested parties to the governmental
entity or state agency at the time the business entity submits the signed contract to the governmental
entity or state agency. The law applies only to a contract of a governmental entity or state agency that
either (1) requires an action or vote by the governing body of the entity or agency before the contract
may be signed or (2) has a value of at least $1 million. The disclosure requirement applies to a contract
entered into on or after January 1, 2016.
The Texas Ethics Commission was required to adopt rules necessary to implement that law, prescribe
the disclosure of interested parties form, and post a copy of the form on the commission's website. The
commission adopted the Certificate of Interested Parties form (Form 1295) on October 5, 2015. The
commission also adopted new rules (Chapter 46) on November 30, 2015, to implement the law. The
commission does not have any additional authority to enforce or interpret House Bill 1295.
Filing Process:
Staring on January 1, 2016, the commission will make available on its website a new filing application
that must be used to file Form 1295. A business entity must use the application to enter the required
information on Form 1295 and print a copy of the completed form, which will include a certification of filing
that will contain a unique certification number. An authorized agent of the business entity must sign the
printed copy of the form and have the form notarized. The completed Form 1295 with the certification of
filing must be filed with the governmental body or state agency with which the business entity is entering
into the contract.
The governmental entity or state agency must notify the commission, using the commission's filing
application, of the receipt of the filed Form 1295 with the certification of filing not later than the 30th day
after the date the contract binds all parties to the contract. The commission will post the completed Form
1295 to its website within seven business days after receiving notice from the governmental entity or
state agency.
Information regarding how to use the filing application will be available on this site starting on January 1,
2016.
https://www.ethics.state.tx.us/whatsnew/elf info form1295.htm
Last Revision: February 16, 2016
Page 8 - 07
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
1 of 1
Complete Nos. 1- 4 and 6 if there are interested parties.
Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties.
OFFICE USE ONLY
CERTIFICATION OF FILING
Certificate Number:
2018-384782
Date Filed:
07/26/2018
Date Acknowledged:
1
Name of business entity filing form, and the city, state and country of the business entity's place
of business.
National Roofing Partners
COPPELL, TX United States
2
Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
Region 4 ESC
3
Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
18-09
roofing and joc
4
Name of Interested Party
City, State, Country (place of business)
Nature of interest
(check applicable)
Controlling
Intermediary
5
Check only if there is NO Interested Party.
X
6
UNSWORN DECLARATION
My name is , and my date of
birth is
.
My address is
.
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of , on the day of , 20 .
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
Forms provided by Texas Ethics Commission
www.ethics.state.tx.us
Version V1.0.6711
DOC #7 TEXAS GOVERNMENT CODE 2270 VERIFICATION FORM
House Bill 89 (85R Legislative Session), which adds Chapter 2270 to the Texas Government Code,
provides that a governmental entity may not enter into a contract with a company without verification that
the contracting vendor does not and will not boycott Israel during the term of the contract.
Furthermore, Senate Bill 252 (85R Legislative Session), which amends Chapter 2252 of the Texas
Government Code to add Subchapter F, prohibits contracting with a company engaged in business with
Iran, Sudan or a foreign terrorist organization identified on a list prepared by the Texas Comptroller.
I, 4fprah Cokcr, as an authorized representative of RL National Roofing Partners, LLC , a contractor
engaged by Region 4 Education Service Center, 7145 West Tidwell Road, Houston, TX 77092 , verify
by this writing that the above -named company affirms that it (1) does not boycott Israel; and (2) will not
boycott Israel during the term of this contract, or any contract with the above -named Texas governmental
entity in the future.
Also, our company is not listed on and we do not do business with companies that are on the Texas
Comptroller of Public Accounts list of Designated Foreign Terrorists Organizations found at
https://comptroller.texas.gov/purchasing/docs/foreign-terrorist.pdf.
1 further affirm that if our company's position on this issue is reversed and this affirmation is no longer
valid, that the above -named Texas governmental entity will be notified in writing within one (1) business
day and we understand that our company's failure to affirm and comply with the requirements of Texas
Government Code 2270 et seq. shall be grounds for immediate contract termination without penalty to
the above -named Texas governmental entity.
I swear and affirm that the above is true and correct.
Signatu = 'f Named Author zed Company Representative
Form Revised 10/2 7 01
Date
Page 8 - 08
DOC #8 EDGAR CERTIFICATIONS
ADDENDUM FOR AGREEMENT FUNDED BY U.S. FEDERAL GRANT
REGION 4 EDUCATION SERVICE CENTER is in the process of ensuring that all policies and procedures involving the expenditure
of federal funds are compliant with the new Education Department General Administrative Guidelines ("EDGAR"). Part of this
process involves ensuring that all current vendors agree to comply with EDGAR. You must complete this form and return to
REGION 4 EDUCATION SERVICE CENTER along with your proposal.
The following certifications and provisions are required and apply when REGION 4 EDUCATION SERVICE CENTER expends federal
funds for any contract resulting from this procurement process. Pursuant to 2 C.F.R. § 200.326, all contracts, including small
purchases, awarded by the Agency and the Agency's subcontractors shall contain the procurement provisions of Appendix II to
Part 200, as applicable.
REQUIRED CONTRACT PROVISIONS FOR NON-FEDERAL ENTITY CONTRACTS UNDER FEDERAL AWARDS
APPENDIX II TO 2 CFR PART 200
(A) Contracts for more than the simplified acquisition threshold currently set at $150,000, which is the inflation adjusted amount
determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized
by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach
contract terms, and provide for such sanctions and penalties as appropriate.
Pursuant to Federal Rule (A) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds, REGION 4 EDUCATION
SERVICE CENTER reserves all rights and privileges under the applicable laws and regulations with respect to this procurement in
the event of breach of contract by either party.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
((B) Termination for cause and for convenience by the grantee or subgrantee including the manner by which it will be effected and
the basis for settlement. (All contracts in excess of $10,000)
Pursuant to Federal Rule (B) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds, REGION 4 EDUCATION
SERVICE CENTER reserves the right to immediately terminate any agreement in excess of $10,000 resulting from this procurement process
in the event of a breach or default of the agreement by Vendor in the event Vendor fails to: (1) meet schedules, deadlines, and/or delivery
dates within the time specified in the procurement solicitation, contract, and/or a purchase order; (2) make any payments owed; or (3)
otherwise perform in accordance with the contract and/or the procurement solicitation. REGION 4 EDUCATION SERVICE CENTER also
reserves the right to terminate the contract immediately, with written notice to vendor, for convenience, if REGION 4 EDUCATION SERVICE
CENTER believes, in its sole discretion that it is in the best interest of REGION 4 EDUCATION SERVICE CENTER to do so. Vendor will be
compensated for work performed and accepted and goods accepted by REGION 4 EDUCATION SERVICE CENTER as of the termination
date if the contract is terminated for convenience of REGION 4 EDUCATION SERVICE CENTER. Any award under this procurement process
is not exclusive and REGION 4 EDUCATION SERVICE CENTER reserves the right to purchase goods and services from other vendors
when it is in REGION 4 EDUCATION SERVICE CENTER's best interest.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
(C) Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of
"federally assisted construction contract" in 41 CFR Part 60.1.3 must include the equal opportunity clause provided under 41 CFR
60.1.4(b), in accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR
12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending Executive Order
11246 Relating to Equal Employment Opportunity," and implementing regulations at 41 CFR part 60, "Office of Federal
Contract Compliance Programs, Equal Employment Opportunity, Department of Labor."
Pursuant to Federal Rule (C) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds on any federally assisted
construction contract, the equal opportunity clause is incorporated by reference herein.
Does Vendor agree to abide by the above? YES ('- Initials of Authorized Representative of Vendor
Page 8 - 09
(D) Davis -Bacon Act, as amended (40 U.S.C. 3141.3148). When required by Federal program legislation, all prime construction
contracts in excess of $2,000 awarded by non -Federal entities must include a provision for compliance with the Davis -Bacon
Act (40 U.S.C. 3141.3144, and 3146.3148) as supplemented by Department of Labor regulations (29 CFR Part 5, "Labor Standards
Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction"). In accordance with the statute,
contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified
in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than
once a week. The non -Federal entity must place a copy of the current prevailing wage determination issued by the Department
of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non- Federal entity must report all suspected or reported violations to the Federal awarding agency. The
contracts must also include a provision for compliance with the Copeland "Anti -Kickback" Act (40 U.S.C. 3145), as supplemented
by Department of Labor regulations (29 CFR Part 3, "Contractors and Subcontractors on Public Building or Public Work Financed
in Whole or in Part by Loans or Grants from the United States"). The Act provides that each contractor or subrecipient must be
prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up
any part of the compensation to which he or she is otherwise entitled. The non -Federal entity must report all suspected or reported
violations to the Federal awarding agency.
Pursuant to Federal Rule (D) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds during the term of an award
for all contracts and subgrants for construction or repair, r will be in compliance with all applicable Davis -Bacon Act provisions.
Does Vendor agree? YES Initials of Authorized Representative of Vendor
(E) Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by the non -
Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance
with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the
Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week
of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less
than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40
U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings
or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases
of supplies ormaterials or articles ordinarily available on the open market, or contracts for transportation or transmission of
intelligence.
Pursuant to Federal Rule (E) above, when REGION 4 EDUCATION SERVICE CENTER expends federal funds, Vendor certifies that Vendor
will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act during the term of an award for all
contracts by REGION 4 EDUCATION SERVICE CENTER resulting from this procurement process.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
(F) Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the definition of "funding agreement"
under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit
organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work
under that "funding agreement," the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, "Rights to
Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative
Agreements," and any implementing regulations issued by the awarding agency.
Pursuant to Federal Rule (F) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the vendor certifies
that during the term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER resulting from this procurement process,
the vendor agrees to comply with all applicable requirements as referenced in Federal Rule (F) above.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
(G) Clean Air Act (42 U.S.C. 7401-7671 q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as amended —Contracts
and subgrants of amounts in excess of $150,000 must contain a provision that requires the non- Federal award to agree to comply
with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401.7671q) and the Federal
Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be reported to the Federal awarding agency and
the Regional Office of the Environmental Protection Agency (EPA).
Pursuant to Federal Rule (G) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the vendor certifies
that during the term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER member resulting from this procurement
process, the vendor agrees to comply with all applicable requireLgnts as referenced in Federal Rule (G) above.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
Page 8 - 10
(H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made
to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB
guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and
12689 (3 CFR part 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains the names of parties debarred,
suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other
than Executive Order 12549.
Pursuant to Federal Rule (H) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the vendor certifies
that during the term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER resulting from this procurement process, the
vendor certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily
excluded from participation by any federal department or y.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
(I) Byrd Anti -Lobbying Amendment (31 U.S.C. 1352) —Contractors that apply or bid for an award exceeding $100,000 must file the
required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any
person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress,
officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract,
grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non -Federal funds that takes
place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non -Federal award.
Pursuant to Federal Rule (I) above, when federal funds are expended by REGION 4 EDUCATION SERVICE CENTER, the vendor certifies
that during the term and after the awarded term of an award for all contracts by REGION 4 EDUCATION SERVICE CENTER resulting from
this procurement process, the vendor certifies that it is in compliance with all applicable provisions of the Byrd Anti -Lobbying Amendment
(31 U.S.C. 1352). The undersigned further certifies that:(1) No Federal appropriated funds have been paid or will be paid for on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer
or employee of congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract, the making of a
Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment,
or modification of a Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been
paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of congress, or an employee of a Member of Congress in connection with this Federal grant or cooperative agreement,
the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all covered sub -awards
exceeding $100,000 in Federal funds at all appropriate tiers and that all subrecipients shall certify and disclose accordingly.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS
When federal funds are expended by REGION 4 EDUCATION SERVICE CENTER for any contract resulting from this procurement process,
Vendor certifies that it will comply with the record retention requirements detailed in 2 CFR § 200.333. The Vendor further certifies that Vendor
will retain all records as required by 2 CFR § 200.333 for a period of three years after grantees or subgrantees submit final expenditure
reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
PROCUREMENT OF RECOVERED MATERIALS REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS
REGION 4 EDUCATION SERVICE CENTER and its contractors must comply with section 6002 of the Solid Waste Disposal Act, as amended
by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines
of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable,
consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of
the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that
maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials
identified in the EPA guidelines.
Does Vendor agree? YES +Initials of Authorized Representative of Vendor
Page 8 - 11
CERTIFICATION OF COMPLIANCEWITH THE ENERGY POLICY AND CONSERVATION ACT
When REGION 4 EDUCATION SERVICE CENTER expends federal funds for any contract resulting from this procurement process,
Vendor certifies that it will comply with the mandatory standards and policies relating to energy efficiency which are contained in the state
energy conservation plan issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18).
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
CERTIFICATION OF COMPLIANCEWITH BUY AMERICA PROVISIONS
Vendor certifies that Vendor is in compliance with all applicable provisions of the Buy America Act. Purchases made in accordance
with the Buy America Act must still follow the applicable procurement rules calling for free and open competition.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
CERTIFICATION OF ACCESS TO RECORDS — 2 C.F.R. § 200.336
Vendor agrees that the Inspector General of the Agency or any of their duly authorized representatives shall have access to any
books, documents, papers and records of Vendor that are directly pertinent to Vendor's discharge of its obligations under the
Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and
reasonable access to Vendor's personnel for the purpose of interview and discussion relating to such documents.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
CERTIFICATION OF APPLICABILITY TO SUBCONTRACTORS
Vendor agrees that all contracts it awards pursuant to the Contract shall be bound by the foregoing terms and conditions.
Does Vendor agree? YES
Initials of Authorized Representative of Vendor
Vendor agrees to comply with all federal, state, and local laws, rules, regulations and ordinances, as applicable. It is further acknowledged
that vendor certifies compliance with all provisions, laws, acts, regulations, etc. as specifically noted above.
Vendor's Name: RL National Roofing Partners, LLC
Address, City, State, and Zip Code: 621 E St Hwy 121, Suite 400, Coppell, 7X 75019
Phone Number: 866-5376034
Printed Name and Title of Authorized Representative: Steve Little
Fax Number: 214-681-5575
Email Address: steve.little@kpostcompany.com
Signature of Authorized Representative: Date: -4- ^2 s-1�
Page 8 - 12
DOC #9 OWNERSHIP DICLOSURE FORM
(N.J.S. 52:25-24.2):
Pursuant to the requirements of P.L. 1999, Chapter 440 effective April 17, 2000 (Local Public Contracts
Law), the Offeror shall complete the form attached to these specifications listing the persons owning 10
percent (10%) or more of the firm presenting the proposal.
Company Name: RL National Roofing Partners, LLC
Street: 621 E St Hwy 121, Suite 400
City, State, Zip Code: Coppell, TX 75019
Complete as appropriate:
________________________ , certify that I am the sole owner of
___________________ , that there are no partners and the business is not
incorporated, and the provisions of N.J.S. 52:25-24.2 do not apply.
OR:
_________________________________ , a partner
in __________________ , do hereby certify that the following is a list of all
individual partners who own a 10% or greater interest therein. I further certify that if one (1) or more of
the partners is itself a corporation or partnership, there is also set forth the names and addresses of the
stockholders holding 10% or more of that corporation's stock or the individual partners owning 10% or
greater interest in that partnership.
OR:
I Steve Little , an authorized representative of RL National Roofing Partners, LLC , a corporation, do
hereby certify that the following is a list of the names and addresses of all stockholders in the corporation
who own 10% or more of its stock of any class. I further certify that if one (1) or more of such stockholders is
itself a corporation or partnership, that there is also set forth the names and addresses of the stockholders
holding 10% or more of the corporation's stock or the individual partners owning a 10% or greater interest
in that partnership.
(Note: If there are no partners or stockholders owning 10% or more interest, indicate none.)
Name
Steve Little
Rodney Burns
Address
2308 Chapelwood Lewisville. TX 75077
5480 Longvue, Firsco, TX 75034
Interest
29.9%
I further certify that the statements and information contained herein, are complete and correct to the best
of my knowledge and belief.
�,
1-Z(""-t<e,CEO _;;__;;;;;..;;:;_ __ �.,__,----;....._-------Date Authorized Signature an Title
Page 8 - 13
DOC #10 NON -COLLUSION AFFIDAVIT
Company Name: RL National Roofing Partners, LLC
Street: 621 E St Hwy 121, Suite 400
City, State, Zip Code: Coppell, TX 75019
State of New Jersey
County of
1, Steve Little of Coppell in the County of Dallas , State of Texas of full age, being duly sworn according
to law on my oath depose and say that:
I am the CEO of the firm of RL National Roofing Partners, LLC the Offeror making the Proposal
for the goods, services or public work specified under the attached proposal, and that I executed the
said proposal with full authority to do so; that said Offeror has not directly or indirectly entered into any
agreement, participated in any collusion, or otherwise taken any action in restraint of free, competitive
bidding in connection with the above proposal, and that all statements contained in said proposal and in
this affidavit are true and correct, and made with full knowledge that
relies upon the truth of the statements contained in said proposal and in the statements contained in this
affidavit in awarding the contract for the said goods, services or public work.
I further warrant that no person or selling agency has been employed or retained to solicit or secure such
contract upon an agreement or understanding for a commission, percentage, brokerage or contingent
fee, except bona fide employees or bona fide established commercial or selling agencies maintained by
RL National Roofing Partners, LLC
Company Name
Subscribed and sworn before me
this ZS day of -30:4 , 20 ►t•
Notary Public of 5rvZort tvo.
My commission expires t- 24 , 20 2.2 -
SEAL
Authorized Sig'atu e & Title
Page 8 - 14
DOC #11 AFFIRMATIVE ACTION AFFIDAVIT
(P.L 1975, C.127)
Company Name: RL National Roofing Partners, LLC
Street: 621 E St Hwy 121, Suite 400
City, State, Zip Code: Coppell, TX 75019
Proposal Certification:
Indicate below your compliance with New Jersey Affirmative Action regulations. Your proposal will
be accepted even if you are not in compliance at this time. No contract and/or purchase order may
be issued, however, until all Affirmative Action requirements are met.
Required Affirmative Action Evidence:
Procurement, Professional & Service Contracts (Exhibit A) Vendors must submit with proposal:
1. A photo copy of their Federal Letter of Affirmative Action Plan Approval
OR
2. A photo copy of their Certificate of Employee Information Report
OR
3. A complete Affirmative Action Employee Information Report (AA302)
Public Work — Over $50,000 Total Project Cost:
A. No approved Federal or New Jersey Affirmative Action Plan. We will complete Report Form
AA201-A upon receipt from the
B. Approved Federal or New Jersey Plan — certificate enclosed N/A
further certify that the statements and information contained herein, are complete and correct to
the best of my knowledge and belief.
CbD
Date Auth•rize% S gnature and Title
Page 8 - 15
P.L. 1995, C. 127 (N.J.A.C. 17:27)
MANDATORY AFFIRMATIVE ACTION LANGUAGE
PROCUREMENT, PROFESSIONAL AND SERVICE CONTRACTS
During the performance of this contract, the contractor agrees as follows:
The contractor or subcontractor, where applicable, will not discriminate against any employee or
applicant for employment because of age, race, creed, color, national origin, ancestry, marital status, sex,
affectional or sexual orientation. The contractor will take affirmative action to ensure that such applicants
are recruited and employed, and that employees are treated during employment, without regard to their
age, race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation. Such
action shall 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 Public Agency
Compliance Officer setting forth provisions of this non-discrimination clause.
The contractor or subcontractor, where applicable will, in all solicitations or advertisement for employees
placed by or on behalf of the contractor, state that all qualified applicants will receive consideration
for employment without regard to age, race, creed, color, national origin, ancestry, marital status, sex,
affectional or sexual orientation.
The contractor or subcontractor, where applicable, will send to each labor union or representative of
workers with which it has a collective bargaining agreement or other contract or understanding, a notice,
to be provided by the agency contracting officer advising the labor union or workers' representative of
the contractor's commitments under this act and shall post copies of the notice in conspicuous places
available to employees and applicants for employment.
The contractor or subcontractor, where applicable, agrees to comply with any regulations promulgated
by the Treasurer pursuant to P.L. 1975, c. 127, as amended and supplemented from time to time and the
Americans with Disabilities Act.
The contractor or subcontractor agrees to attempt in good faith to employ minority and female workers
trade consistent with the applicable county employment goal prescribed by
N.J.A.C. 17:27-5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as amended and
supplemented from time to time or in accordance with a binding determination of the applicable county
employment goals determined by the Affirmative Action Office pursuant to N.J.A.C. 17:27-5.2 promulgated
by the Treasurer pursuant to P.L. 1975, C.127, as amended and supplemented from time to time.
The contractor or subcontractor agrees to inform in writing appropriate recruitment agencies in the area,
including employment agencies, placement bureaus, colleges, universities, labor unions, that it does not
discriminate on the basis of age, creed, color, national origin, ancestry, marital status, sex, affectional or
sexual orientation, and that it will discontinue the use of any recruitment agency which engages in direct
or indirect discriminatory practices.
The contractor or subcontractor agrees to revise any of it testing procedures, if necessary, to assure that
all personnel testing conforms with the principles of job -related testing, as established by the statutes and
court decisions of the state of New Jersey and as established by applicable Federal law and applicable
Federal court decisions.
Page 8 - 16
Signature of Procurement Agent
The contractor or subcontractor agrees to review all procedures relating to transfer, upgrading,
downgrading and lay-off to ensure that all such actions are taken without regard to age, creed, color,
national origin, ancestry, marital status, sex, affectional or sexual orientation, and conform with the
applicable employment goals, consistent with the statutes and court decisions of the State of New Jersey,
and applicable Federal law and applicable Federal court decisions.
The contractor and its subcontractors shall furnish such reports or other documents to the Affirmative
Action Office as may be requested by the office from time to time in order to carry out the purposes
of these regulations, and public agencies shall furnish such information as may be requested by the
Affirmative Action Office for conducting a compliance investigation pursuant to Subchapter 10 of the
Administrative Code (NJAC 17:27).
Page 8 - 17
DOC #12 C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
PUBLIC AGENCY INSTRUCTIONS
This page provides guidance to public agencies entering into contracts with business entities that are
required to file Political Contribution Disclosure forms with the agency. It is not intended to be provided
to contractors. What follows are instructions on the use of form local units can provide to contractors that
are required to disclose political contributions pursuant to N.J.S.A. 19:44A-20.26 (P.L. 2005, c. 271, s.2).
Additional information on the process is available in Local Finance Notice 2006-1 (http://www.nj.gov/dca/
divisions/digs/resources/Ifns 2006.html). Please refer back to these instructions for the appropriate links,
as the Local Finance Notices include links that are no longer operational.
1. The disclosure is required for all contracts in excess of $17,500 that are not awarded
pursuant to a "fair and open" process (N.J.S.A. 19:44A-20.7).
2. Due to the potential length of some contractor submissions, the public agency should consider
allowing data to be submitted in electronic form (i.e., spreadsheet, pdf file, etc.). Submissions
must be kept with the contract documents or in an appropriate computer file and be available for
public access. The form is worded to accept this alternate submission. The text should be amended
if electronic submission will not be allowed.
3. The submission must be received from the contractor and on file at least 10 days prior to award
of the contract. Resolutions of award should reflect that the disclosure has been received and is
on file.
4. The contractor must disclose contributions made to candidate and party committees covering a
wide range of public agencies, including all public agencies that have elected officials in the
county of the public agency, state legislative positions, and various state entities. The Division
of Local Government Services recommends that contractors be provided a list of the affected
agencies. This will assist contractors in determining the campaign and political committees of the
officials and candidates affected by the disclosure.
a. The Division has prepared model disclosure forms for each county. They can be downloaded
from the "County PCD Forms" link on the Pay -to -Play web site at
http://www.nj.gov/dca/divisions/digs/programs/Incl.html#12. They will be updated from time -
to -time as necessary.
b. A public agency using these forms should edit them to properly reflect the correct legislative
district(s). As the forms are county -based, they list all legislative districts in each county.
Districts that do not represent the public agency should be removed from the lists.
c. Some contractors may find it easier to provide a single list that covers all contributions,
regardless of the county. These submissions are appropriate and should be accepted.
d. The form may be used "as -is", subject to edits as described herein.
e. The "Contractor Instructions" sheet is intended to be provided with the form. It is recommended
that the Instructions and the form be printed on the same piece of paper. The form notes that
the Instructions are printed on the back of the form; where that is not the case, the text should
be edited accordingly.
f. The form is a Word document and can be edited to meet local needs, and posted for download
on web sites, used as an e-mail attachment, or provided as a printed document.
5. It is recommended that the contractor also complete a "Stockholder Disclosure Certification." This
will assist the local unit in its obligation to ensure that contractor did not make any prohibited
contributions to the committees listed on the Business Entity Disclosure Certification in the 12
months prior to the contract (See Local Finance Notice 2006-7 for additional information on this
Page 8 - 18
obligation at http://www.nj.gov/dca/divisions/digs/resources/Ifns 2006.html). A sample
Certification form is part of this package and the instruction to complete it is included in the
Contractor Instructions. NOTE: This section is not applicable to Boards of Education.
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
CONTRACTOR INSTRUCTIONS
Business entities (contractors) receiving contracts from a public agency that are NOT awarded pursuant
to a "fair and open" process (defined at N.J.S.A. 19:44A-20.7) are subject to the provisions of P.L. 2005,
c. 271, s.2 (N.J.S.A. 19:44A-20.26). This law provides that 10 days prior to the award of such a contract,
the contractor shall disclose contributions to:
• any State, county, or municipal committee of a political party
• any legislative leadership committee*
• any continuing political committee (a.k.a., political action committee)
• any candidate committee of a candidate for, or holder of, an elective office:
o of the public entity awarding the contract
o of that county in which that public entity is located
o of another public entity within that county
o or of a legislative district in which that public entity is located or, when the public entity is
a county, of any legislative district which includes all or part of the county
The disclosure must list reportable contributions to any of the committees that exceed $300 per election
cycle that were made during the 12 months prior to award of the contract. See N.J.S.A. 19:44A-8 and
19:44A-16 for more details on reportable contributions.
N.J.S.A. 19:44A-20.26 itemizes the parties from whom contributions must be disclosed when a business
entity is not a natural person. This includes the following:
• individuals with an "interest" ownership or control of more than 10% of the profits or assets of a
business entity or 10% of the stock in the case of a business entity that is a corporation for profit
• all principals, partners, officers, or directors of the business entity or their spouses
• any subsidiaries directly or indirectly controlled by the business entity
• IRS Code Section 527 New Jersey based organizations, directly or indirectly controlled by the
business entity and filing as continuing political committees, (PACs).
When the business entity is a natural person, "a contribution by that person's spouse or child, residing
therewith, shall be deemed to be a contribution by the business entity." [N.J.S.A. 19:44A- 20.26(b)] The
contributor must be listed on the disclosure.
Any business entity that fails to comply with the disclosure provisions shall be subject to a fine imposed
by ELEC in an amount to be determined by the Commission which may be based upon the amount that
the business entity failed to report.
The enclosed list of agencies is provided to assist the contractor in identifying those public agencies
whose elected official and/or candidate campaign committees are affected by the disclosure requirement.
It is the contractor's responsibility to identify the specific committees to which contributions may have
been made and need to be disclosed. The disclosed information may exceed the minimum requirement.
Page 8 - 19
The enclosed form, a content -consistent facsimile, or an electronic data file containing the required details
(along with a signed cover sheet) may be used as the contractor's submission and is disclosable to the
public under the Open Public Records Act.
The contractor must also complete the attached Stockholder Disclosure Certification. This will assist
the agency in meeting its obligations under the law. NOTE: This section does not apply to Board of
Education contracts.
*N.J.S.A. 19:44A -3(s): "The term "legislative leadership committee" means a committee established,
authorized to be established, or designated by the President of the Senate, the Minority Leader of the
Senate, the Speaker of the General Assembly or the Minority Leader of the General Assembly pursuant
to section 16 of P.L.1993, c.65 (C.19:44A-10.1) for the purpose of receiving contributions and making
expenditures."
Page 8 - 20
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant to N.J.S.A. 19:44A-20.26
This form or its permitted facsimile must be submitted to the local unit
no later than 10 days prior to the award of the contract.
Part I — Vendor Information
Vendor Name: RL National Roofing Partners, LLC
Address: 621 E St Hwy 121, Suite 400
City: Coppell State: Texas Zip: 75019
The undersigned being authorized to certify, hereby certifies that the submission provided herein
represents compliance with the provisions of N.J.S.A. 19:44A-20.26 and as represented by the Instructions
accompanying this form.
Signature
Part II — Contribution Disclosure
Steve Little
Printed Name
CEO
Title
Disclosure requirement: Pursuant to N.J.S.A. 19:44A-20.26 this disclosure must include all reportable
political contributions (more than $300 per election cycle) over the 12 months prior to submission to
the committees of the government entities listed on the form provided by the local unit.
0 Check here if disclosure is provided in electronic form
Contributor Name
Recipient Name
$
Date Dollar Amount
Contributor Name
Recipient Name
Date
Dollar Amount
0 Check here if the information is continued on subsequent page(s)
Continuation Page
Page 8 - 21
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant To N.J.S.A. 19:44A-20.26
Page of
Vendor Name:
Contributor Name
Recipient Name
Date
Dollar Amount
❑Check here if the information is continued on subsequent page(s)
Page 8 - 22 621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 1 P: 866-537-60341C: 817-829-2907
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant To N.J.S.A. 19:44A-20.26
Page of
Vendor Name:
List of Agencies with Elected Officials Required for Political Contribution Disclosure
N.J.S.A. 19:44A-20.26
County Name:
State: Governor, and Legislative Leadership Committees Legislative District #s:
State Senator and two members of the General Assembly per district.
County:
Freeholders County Clerk Sheriff
{County Executive} Surrogate
Municipalities (Mayor and members of governing body, regardless of title):
www.nationalroofingpartners.com Page 8 - 23
LIST OF AGENCIES WITH ELECTED OFFICIALS REQUIRED FOR
POLITICAL CONTRIBUTION DISCLOSURE
N.J.S.A. 19:44A-20.26
County Name:
State: Governor, and Legislative Leadership Committees
Legislative District #s:
State Senator and two members of the General Assembly per district.
County:
Freeholders County Clerk
{County Executive} Surrogate
Sheriff
Municipalities (Mayor and members of governing body, regardless of title):
USERS SHOULD CREATE THEIR OWN FORM, OR
DOWNLOAD FROM THE PAY TO PLAY SECTION OF THE DLGS
WEBSITE A COUNTY -BASED, CUSTOMIZABLE FORM.
Page 8 - 24
DOC #13 STOCKHOLDER DISCLOSURE CERTIFICATION
Na elf Business:
' [I certify that the list below contains the names and home addresses of all stockholders holding
0% or more of the issued and outstanding stock of the undersigned.
OR
❑I certify that no one stockholder owns 10% or more of the issued and outstanding stock of the
undersigned.
Check the box that represents the type of business organization:
['Partnership ['Corporation ❑Sole Proprietorship
❑Limited Partnership ikimited Liability Corporation El Limited Liability Partnership
['Subchapter S Corporation
Sign and notarize the form below, and, if necessary, complete the stockholder list below.
Stockholders:
Rodney Burns
Name:
5480 Longvue, Frisco, TX 75034
Home Address:
Steve Little
Name:
2308 Chapelwood, Lewisville, TX 75077
Home Address:
Name: Name:
Home Address:
Home Address:
Name: Name:
Home Address:
Home Address:
Subscribed and sworn before me this 25nIday of J vt1 ,20 IS
(Notary Public)
1.24.2a2Z
My Commission expires:
BRYNNE PINHO
:Notary Public, State of Texas
Comm Expires 01-24-2022
:'";;2;„o.` Notary ID 131420434
(Affiant
(Print name & title of affiant)
(Corporate Seal)
Page 8 - 25
DOC #14 CERTIFICATION OF NON-INVOLVEMENT IN PROHIBITED
ACTIVITIES IN IRAN
Pursuant to N.J.S.A. 52:32-58, Offerors must certify that neither the Offeror, nor any of its parents,
subsidiaries, and/or affiliates (as defined in N.J.S.A. 52:32 — 56(e) (3)), is listed on the Department of the
Treasury's List of Persons or Entities Engaging in Prohibited Investment Activities in Iran and that neither
is involved in any of the investment activities set forth in N.J.S.A. 52:32 — 56(f).
Offerors wishing to do business in New Jersey through this contract must fill out the Certification of
Non -Involvement in Prohibited Activities in Iran here: http://www.state.nj.us/humanservices/dfd/info/
standard/fdc/disclosure investmentact. pdf.
Offerors should submit the above form completed with their proposal.
Page 8 - 26
DOC #15 NEW JERSEY BUSINESS REGISTRATION CERTIFICATE
(N.J.S.A. 52:32-44)
Offerors wishing to do business in New Jersey must submit their State Division of Revenue issued
Business Registration Certificate with their proposal here. Failure to do so will disqualify the Offeror from
offering products or services in New Jersey through any resulting contract.
http://www.state.nj.us/treasury/revenue/forms/njreg.pdf
Page 8 - 27
ACKNOWLEDGMENT AND ACCEPTANCE
OF REGION 4 ESC's OPEN RECORDS POLICY
Signature below certifies complete acceptance of Region 4 ESC's Open Records Policy,
except as noted below (additional pages may be attached, if necessary).
Check one of the following responses to the Acknowledgment and Acceptance of
Region 4 ESC's Open Records Policy below:
n We acknowledge Region 4 ESC's Open Records Policy and declare that no information
submitted with this proposal, or any part of our proposal, is exempt from disclosure
under the Public Information Act.
(Note: All information believed to be a trade secret or proprietary must be listed below.
It is further understood that failure to identify such information, in strict accordance with
the instructions below, will result in that information being considered public information
and released, if requested under the Public Information Act.)
❑ We declare the following information to be a trade secret or proprietary and exempt
from disclosure under the Public Information Act.
(Note: Offeror must specify page -by -page and line -by-line the parts of the response, which it
believes, are exempt. In addition, Offeror must specify which exception(s) are applicable and
provide detailed reasons to substantiate the exception(s).
Date Autho ized i.nature & Title
Page 8 - 28
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
www.nationalroofingpartners.com APPENDIX 1 – MARKETING PLAN | 1
APPENDIX 1
MARKETING PLAN
It is National Roofing Partners’ goal to integrate our marketing efforts with TCPN and create synergies
that will grow business through the Roofing Products, Services, and Job-Order Contracting contract.
Our objectives with this program are:
• Build greater awareness of the advantages of contracting with National Roofing Partners under
this contract
• Increase the usage of the contract amongst all current and prospective members
• Leverage our relationships that have been traditionally bid and awarded in the past and move
over to using the TCPN / ESC4 contract.
We will accomplish our objectives as summarized below:
• Employ an integrated MarCom Program
• Deploy dedicated team of Sales Representatives of National Roofing Partners and our Partners
• Educate Sales Representatives of Roofing Partners and our Roofing Partners
• Deploy initiatives to connect with Superintendents, Business Managers and Facilities Managers
• Leverage cooperative and JOC expertise of National Roofing Partners Cooperative Specialists
The MarCom plan will be broken down into 5 different categories:
• Build Awareness (items marked with an “*” will be first 90 days and will continue throughout first
year)
- Public Relations / Press Releases*
- Training of internal National Roofing Partners personnel and National Roofing Partners - -
Partners / Internal Communications*
- Website*
- CRM utilization for electronic marketing
- Development of presentation materials*
- Advertising
- Social Media*
- Blog / Video Blog*
- Targeted marketing with Manufacturer Partners
- Associations
• Lead Generation
- Direct Marketing / telemarketing
- Manufacturer Partner Opportunities
- National Roofing Partners Partner Opportunities
- Webinars
- Trade Shows
- Cooperative Summits
• Create Preference
- Seminars / Training of Member Agencies
- Sales Tools & co-branded literature*
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034APPENDIX 1 – MARKETING PLAN | 2
- Power of National Roofing Partners Partners and Leveraging Relationships
- Value-Add Opportunities – Asset Management & Roof Warranty Maximization Programs
• Close Sale
- Compliant proposal process
- Roof installation / Service
- Close out Books
• Manage Relationship
- Job Site Inspection
- Customer Surveys
Build Awareness
The National Roofing Partners TCPN Marketing Campaign will be initially focused on building the National
Roofing Partners Brand within the TCPN Membership and Program Managers. This will be launched within
30 days after award of contract. Building awareness will be our primary focus and we will do so via the
following methods: Public relations, press releases, internal communications / training, electronic marketing,
website, social media, advertising, direct marketing and co-branded collateral.
Public Relations
Press Releas for New NRP President, Rodney Sharder
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
www.nationalroofingpartners.com APPENDIX 1 – MARKETING PLAN | 3
Initially, an extensive program will be launched to target state and local media with press releases of
our new contract. These will also be tailored for each of our Partners in the program so that they can
extend their reach into their local communities that they serve where they are known as a “best in
class” local roofing company that will now be assessible via the TCPN Contract.
Internal Communications / Training
The training of the National Roofing Partners Team is essential to the success of this Contract.
Successes will be achieved from the educating and motivating of all sales and marketing personnel to
promote the contract. This program will include:
• Seminars and webinars
• Creation of Presentation Materials
• Creation of an National Roofing Partners TCPN Training Manual that will be used as a sales
training tool
All training will be led by Tara Adams with the assistance of David Adams. As discussed in their
resumes within this response, they have led training for over 500 attendees of TCPN suppliers over
the last couple of years. They have helped create successes for other TCPN Teams and are now
looking forward to putting their knowledge and abilities to work to grow the National Roofing Partners
Cooperative business. They understand cooperatives extremely well and have extensive experience
and knowledge in the labor and roofing solutions marketplace.
Website
National Roofing Partners will develop a dedicated TCPN and Region 4 Section on our website. This
will include a landing page to the contract documents on the TCPN website as well as marketing
materials.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034APPENDIX 1 – MARKETING PLAN | 4
CRM Utilization for Electronic Marketing
National Roofing Partners utilizes Microsoft Dynamics CRM and Click Dimensions that can produce
and track electronic marketing campaigns. Personalized messages will be created to promote the
newly awarded contract.
Development of Presentation Materials
National Roofing Partners will produce presentation materials so National Roofing Partners Sales Team
and Partner Sales Teams can electronically present via laptop the advantages and benefits of using the
ESC4 Contract. Two presentations will be created, one for internal training and one for presentation to
prospects and customers. Key points are:
• Save time and money with pre-competed and competitively awarded contract
• Work with best in class local contractors
• No Change Orders
• Reduce procurement time from months down to weeks or even days
• Compliant process with ESC4 Contract assures peace of mind
Advertising
The ESC4 Contract will be promoted within targeted states through advertisements in state, local and
association publications. Some of the potential groups that we will advertise with are:
• ASBO
• AASA
• Municipal League
• NIGP
• Facilities Masters
• Any sponsored Region 4 Event/Publication
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
www.nationalroofingpartners.com APPENDIX 1 – MARKETING PLAN | 5
Sample Advertisement: PRSM Online Buyers Guide https://prsm.officialbuyersguide.net/
Social Media
National Roofing Partners uses many forms of social media and will incorporate LinkedIn, Twitter,
Facebook and Instagram to promote award of contract.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034APPENDIX 1 – MARKETING PLAN | 6
Blog / Video Blog
We have a very strong presence via our video blog that is hosted by David Huval, National Roofing
Partners Marketing Coordinator. David updates the video blog frequently and will host session
promoting the ESC4 Contract.
The NRP YouTube Channel https://www.youtube.com/channel/UCOpdvdZx4C5RFUlvHXo9cBw/featured
Targeted marketing with Manufacturer Partners
We have strong relationships with many Manufacturer Partners (see awards and certificates) and within
our Partner group, we can work on any major manufacturer’s system. We will be doing some joint
marketing with manufacturer partners helping to create even more leverage in the marketplace.
Associations
We will actively participate in many national and local associations as we build relationships across the
country. We are very active in industry associations (see Value Add Section) but related to marketing
the Cooperative contract, we will consider membership in:
• ASBO – Association of School Board Officials
• AASA – American Association of School Administrators
• NIGP – National Institute of Governmental Purchasing
• NAEP – National Association of Educational Procurement
• APPA – Association of Physical Plant Administrators
• NACO – National Association of Counties
Lead Generation
Direct Marketing / Telemarketing
National Roofing Partners has a dedicated Appointment Setter, Madi Cazzola, currently on staff. We
plan on hiring an outside firm to dedicate significant time towards setting up appointments with public
procurement and facilities professionals when awarded this contract.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
www.nationalroofingpartners.com APPENDIX 1 – MARKETING PLAN | 7
Manufacturer Partner Opportunities
After introduction and building awareness with our Manufacturer Partners, we will jointly pursue
opportunities to promote the ESC4 contract nationwide, starting in targeted areas of the country where
labor solution contracts are more accepted and then moving into other states.
National Roofing Partners Partner Opportunities
Like Manufacturer Partners, after introduction and building awareness with our National Roofing
Partners Partners, we will jointly pursue opportunities to promote the ESC4 contract nationwide, starting
in targeted areas of the country where labor solution contracts are more accepted and then moving into
other states.
Webinars
With the hosting of webinars that our nationwide Partners promote, we anticipate generating significant
opportunities to set introductory meetings to discuss with TCPN Members or perspective TCPN
Members the benefits and advantages of accessing this Contract.
Trade Shows
We will consider trade shows that, after performing research, will provide the most value to us and our
Partners and the best return on investment. The Cooperative Logo will be on display at the booth. We
will also make every effort to secure speaking opportunities at workshops and breakout sessions. The
trade shows that we will consider are in alignment with the Associations listed in the previous section.
We will have very strong interest in attending anything hosted by Region 4 ESC or where they are
looking for sponsorship.
Cooperative Summits
Summits are a great source of leads and we welcome the opportunity to participate in as many as
possible. We would attend these local summits with our local Partner. This local, “best in class”
provider(s) is a very powerful part of our offering and we want them to be active in any of these types of
events.
Create Preference
Seminars / Training of Member Agencies
Conducting of Educational Seminars geared towards increasing roofing knowledge will be promoted
both in person and long-distance via webinar. Topics will include but are not limited to: Introduction to
Roofing, the Importance of Quality Detailing, Warranties: Fact or Fiction and Roof Asset Management
Sales Tools & Co-Branded Literature
Literature and sales tools will be created to promote the brand and the Contract offering. The
importance of literature at a local level is that our literature will be tri-branded with National Roofing
Partners logo, Cooperative logo and our Partner logo. The importance of our Partners having their own
literature and tools can not be understated as it will help in training them and making the Contract, their
contract.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034APPENDIX 1 – MARKETING PLAN | 8
Power of National Roofing Partners Partners and Leveraging Relationships
This will be an on-going process as we stated it in Lead Generation, but it will also continue to take
place to start creating the preference of Agencies working directly with their preferred contractor using
the ESC 4 Contract.
Value-Add Opportunities – Asset Management & Warranty Maximization Programs
We will use two of our offerings that resonate with all public agencies and promote those. Asset
Management and Warranty Maximization are critical programs for underfunded schools, allowing
them to drive down the cost of roofing with the implementation of these programs. Campaigns will be
created to market these programs nationwide.
Warranty Maximization Program Flyer
Close Sale
Compliant Proposal Process
Compliant proposals are critical to what we do and a repeatable compliant process of how our Partners
engage us for line-item proposal creation will be communicated between us and our Partners. In
addition, this will be communicated with Member Agencies as well. Done correctly, the Member Agency
will have tremendous confidence in that they are receiving a compliant proposal, which will give them
peace of mind to continue to work with us now and well into the future.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
www.nationalroofingpartners.com APPENDIX 1 – MARKETING PLAN | 9
The following is the National Roofing Partners Quotation / Proposal Process
1. RFP for Roofing Project with TCPN Member is received
2. Estimating Department reviews request with Sales Representative and Customer and determine
initial needs.
3. Customer will either request one proposal or multiple proposals from multiple National Roofing
Partners Partners
4. Project is created in National Roofing Partners internal Asset Management System for tracking
purposes and status updates throughout entire process
5. Email sent to Partner with the following:
• Project Number
• Site location / address / onsite contacts
• Specification / Scope of work / detail drawings
• National Roofing Partners cost sheet will be issued to Partner
6. Cost sheet received from Partner(s)
7. Review documents and cost sheets received from Partner and discuss as necessary
8. Final National Roofing Partners Proposal formulated per TCPN Contract Terms
9. Submit final line-item proposal with the scope of work / specification to TCPN Member for review and
acceptance
10. TCPN Member accepts proposal
11. Job Start scheduled
Close Out File
At conclusion of project, warranty inspection is performed. At this time, upon request, we will provide a
copy of all Job Reports, photos, video, etc. in the Asset Management Program Customer link for access
by anyone that has credentials to the Asset Management Program.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034APPENDIX 1 – MARKETING PLAN | 10
Manage Relationship
Pre-Job Conference
When a project starts up properly, we firmly believe that there is a far greater chance for successful
execution. Therefore, every one of our jobs includes a Pre-Job Conference with our Project Management
Team. A sample of pre-job meeting report is below:
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 1 - Marketing Plan
www.nationalroofingpartners.com APPENDIX 1 – MARKETING PLAN | 11
Job Site Inspection
We believe strongly in the importance of Job Site Inspection. When this option is purchased, National
Roofing Partners will provide inspection of the job in progress and fill out daily reports with photos.
Customer Surveys
To achieve continuous improvement, Customer Surveys can be issued at the completion of a project.
We believe without this type of feedback we can not achieve our mission of being the Roofing provider
of choice for Member Agencies across the country
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 2 - Safety Plan
www.nationalroofingpartners.com APPENDIX 2 – SAFETY PLAN | 1
APPENDIX 2 – SAFETY PLAN | 1
621 E State Hwy121 Suite 400
Coppell, Texas 75019
APPENDIX 2 –Safety Plan
Section 1:Safety Policy
A.Company Policy
National Roofing Partners is dedicated to providing a safe and healthy work environment for all of our
emplo yees and customers. The Compan y shall follow operating practices that will safeguard
employees, the public and Company operations. We believe all incidents are preventable.Therefore,
we will make every effort to prevent accidents and comply with all established safety and health laws and
regulations.
B.Management Commitment to Safety
Management is concerned about emplo yee safety.Accidents, unsafe working conditions, and unsafe
acts jeopardize both employees and Company resources. Injuries and illnesses result in discomfort,
inconvenience and possibl y reduced income for the employee.Costs to the Company include direct
expenses (workers’compensation premiums, damaged equipment or materials, and medical care)and
indirect expenses (loss of production, reduced efficiency,employee morale problems, etc.). These
indirect costs are reported to cost 4-10 times more than
the insured costs of an accident. Accordingly,Management will provide sufficient staffing, funds,
time,and equipment so that employees can work safely and efficiently.
C.Assignment of Responsibilities
Safet y is ever yone’s responsibility. Ever yone should have a safe attitude and practice safe behavior at
all times. To best administer and monitor our safety policies, the following responsibilities are delegated.
This list should not be construed as all-inclusive and is subject to change as needed.
1.Management (will)
a.Provide sufficient staffing,funds, time,and equipment so that emplo yees can work safely
and efficiently
b.Demand safe performance from each emplo yee and express this demand periodically and
whenever the opportunity presents itself.
c.Delegate the responsibility for a safe performance to the Senior Safety QA/QA
Manager,Supervisors, and Employees, as appropriate.
d.Hold every emplo yee accountable for safet y and evaluate performance accordingl y.e.
Periodically review the Safet y Program effectiveness and results.
2.Senior Safety QA/QC Manager –Christian Pieschel or his Designee (will)
a.Provide the resources, direction, and audits to integrate safety into the management
system.
b.Establish and maintain a safety education and training program. c.
Periodicall y conduct safety surveys, meetings,and inspections.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
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d.Advise supervisors, employees, and the safety committee on safety policies and
procedures.
e.Assure that all newl y hired employees have been given a thorough orientation
concerning the Company’s Safety Program.
f.Coordinate with Human Resources pre-employment physicals and maintain the
compan y’s drug-testing program.
g.Prepare and maintain safety records, anal ysis,evaluations, and reports to improve the
Company’s safety performance and comply with all government agencies, insurance
carriers, and internal procedures.
h.Work with management, supervisors, safety committees and employees to maintain
&implement new and ongoing safet y programs and comply with recommendations
provided by outside consultants, OSHA inspectors, and insurance companies.
i.Make available all necessar y personal protective equipment, job safet y material, and first-
aid equipment.
j.Review all accidents with management, supervisors, the safety committee and/or
employees and ensure that corrective action is taken immediately.
k.File all workers’compensation claims immediately and work with the workers’
compensation carrier to ensure proper medical treatment is provided to injured workers
and the y are returned to work as quickly as medicall y possible.
3.Supervisors
Each employee who is in charge of a specific work area, supervises the work of others, or to
whom an employee is assigned for a specific task or project,is responsible and accountable for
their safety.Supervisors will:
a.Establish and maintain safe working conditions, practices, and processes through:
Job Safet y Analysis (see Return to W ork section for sample)
Job Inspections
Safety Meetings
Safety Training
b.Observe work activities to detect and correct unsafe actions.
c.Ensure that all injuries are reported promptl y and cared for properly. Make available first aid
treatment.
d.Investigate all accidents promptly. Complete an accident report and provide it to the Senior
Safety QA/QC Manager the same day the accident occurs. Review all accidents with the
Senior Safety QA/QC Manager and employees and correct the causes immediately.
e.Assist Human Resources in the review of employment applications, pre-employment
physicals reports, and personnel files to determine physicals qualifications for specified job
classifications.
f.Seek out alternative work so that injured employees can return to work in a modified duty
job.
g.Consistently enforce safety rules/regulations, programs, and protective measures (i.e. use of
personal protective equipment, machine guarding,proper clothing,etc.)
h.Post signs, notices, and instructions as needed or required.
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Job-Order-Contracting Services
Solicitation No. 18-09
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i.Brief your emplo yees of any new hazards before they start work and weekly host brief
safety meetings to discuss safety practices related to job hazards and general safe work
behavior.
j.Work with managem ent, the Senior Safety QA/QC Manager, safety committees and
employees to maintain &implement new and ongoing safety programs and compl y with
recommendations provided by outside consultants, OSHA inspectors, and insurance
companies.
4.Employees
Each emplo yee is responsible for his/her own safet y. No task should be completed unless it can
be completed safely.Employees will:
a.Comply with all company safety programs, rules,regulations, procedures,and
instructions that are applicable to his/her own actions and conduct.
b.Refrain from any unsafe act that might endanger him/herself or fellow workers. c.
Use all safety devices and personal protective equipment provided for his/her
protection.
d.Report all hazards, incidents, and near-miss occurrences to their immediate
supervisor or Senior Safety QA/QC Manager,regardless of whether or not injury or
property damaged was involved.
e.Promptly report all injuries and suspected work related illnesses, however slight, to his/her
immediate supervisor or Senior Safety QA/QC Manager.
f.Participate in safet y committee meetings, training sessions, and surveys as requested and
provide input into how to improve safety.
g.Notif y the Senior Safety QA/QC Manager immediately of any change in physical or
mental condition or use of prescription drugs that would affect the employees job
performance or the safety of him/herself or others.
h.Notify the Human Resources Manager within five days of an y serious driving,
drug/alcohol, or criminal convictions.
i.Be a safe worker on (and off) the job. Help coworkers do their job safel y.Come to work
ever y day with a safe attitude.
D.Accountability for Safety
Ever yone is accountable for safety.Management, the Senior Safety QA/QC Manager,and/or the Safety
Committee will establish safet y objectives and develop and direct accident prevention activities. All
employees should strive to reach those objectives and will be evaluated accordingl y. All managers’and
supervisors’ annual appraisals will include safety (results to objectives in their area and companywide)as
well as an audit of their performance of their safety responsibilities. All emplo yees’ salary reviews will be
affected by the company’s safet y performance record. Appraisals, which include safety records, will also
be performed on all employees seeking a promotion.
Section 2:Standards
A.Emergencies &Evacuation
1.Emergency Procedures
Our goal is to provide prompt and immediate action in any emergenc y to protect life, propert y,
and equipment. In case of an em ergency, the employee nearest the stricken person should call
911 (or the emergency phone number posted in your area)and direct a fellow employee to:
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a.Notif y the nearest supervisor to come to the scene
b.Simultaneously dispatch available employees to quickly retrieve the first aid kit.
c.An individual trained in first-aid should apply emergenc y rescue procedures until medical
assistance arrives.
The Senior Safety QA/QC Manager should be notified. The President or Senior Safety QA/QC
Manager (in that order)or their designees will decide whether or not to evacuate, inspect or shut
down a facilit y.
2.Evacuation Procedures
a.Each area will be assigned by the Senior Safety QA/QC Manager a primary and alternate
evacuation coordinator.They will be responsible for the effective evacuation of all persons.
If neither is available, the supervisor is then responsible for evacuation.
b.When alerted b y alarm or by the Evacuation Coordinator(s)to evacuate,em ployees
should:
1.Proceed to the nearest exit and assemble in the designated area.See the attached
building layout with exit routes clearly m arked. These are also posted throughout the building.
2.Remain in the designated area until instructions are provided.
B.Safe Operating Procedures
All employees are responsible for safety. The following applies to all employees:
1.Rules
a.Comply with all established safety rules, regulations, procedures, and instructions which
are applicable to your own actions and conduct.
b.Promptly report all accidents, hazards, incidents, and near-miss occurrences to your
immediate supervisor,regardless of whether or not injury or propert y damage was involved.
c.Do not visit, talk to, or distract another employee who is operating a machine, or who is
engaged in a work activit y where the possibilit y of injur y exists.
d.Do not participate in horseplay, scuffling, pushing,fighting, throwing things, or practical
jokes.
e.Observe all no-smoking signs and regulations. f.
Do not run on Company premises.
g.Use handrails on steps, elevated platforms, scaffolds, or other elevations.
h.Assist others and ask for assistance in lifting and carrying heav y or awkward objects. i.
Firearms, ammunition, and explosives are prohibited on Company premises.
j.Personal stereos with headphones, i.e. W alkman, are not permitted to be worn in the
workplace
k.Alcohol and drug use and possession on Company property is prohibited.
2.Housekeeping
a.Practice good housekeeping b y keeping the work area,aisles, walkwa ys, stairwa ys, roads,
or other points of egress clean and clear of all hazards.
b.Store and/or return parts,materials, tools, and equipment so as not to create a
tripping hazard.
c.Clean-up scrap, nails, and other excess materials. Place trash and scrap in proper
waste containers.
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Job-Order-Contracting Services
Solicitation No. 18-09
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d.Keep work area floors clean, dry,and free of oils,grease and liquids. Remove all spills
immediately.
e.Remove or bend down nails or sharp protrusions. Store parts, materials, or equipment with
protruding sharp ends or edges where personnel cannot accidentally bump into them.
f.Materials and equipment are not to be stored in the aisles or near exits. Permission from
the Senior Safety QA/QC Manager must be obtained for temporary or permanent storage
of any materials or equipment in aisles or near exits.
3.Tools,Machinery,&Equipment
a.Inspect tools daily to ensure that they are in proper working order. Damaged or
defective tools must be taken out of service and replaced immediatel y.
b.Power saws,grinders, and other power tools must have proper guards in place at all times.
c.Cords and hoses must be kept out of the walkways and off stairs and ladders. They
must be placed so as not to create a tripping hazard or damaged from equipment or
materials.
d.Electricall y powered tools and equipment should be double-insulated or grounded at all
times when in use.
e.Hand tools should be used for their intended purposes only. The design capacity of hand
tools should not be exceeded b y the use of unauthorized attachments.
f.All fuel-powered tools must be shut down while being refueled or serviced.
Smoking, welding,and other burning is prohibited during refueling.
g.No one shall ride in or on any equipment not specifically designed or adapted for the
transportation of employees.
h.Do not operate or attempt to operate machines, tools, or equipment for which you are not
authorized or trained.
i.Do not stand, walk, or work under suspended loads or loads being moved b y
overhead equipment.
4.Machine Guarding
a.It is the responsibilit y of the Supervisor to see that guards are installed on machines where
needed.
b.Employees should report any malfunctions of the guards to the Senior Safety QA/QC
Manager.
c.The Senior Safety QA/QC Manager should determine if the machine should be locked
and tagged-out until the guard can be fixed or replaced.
d.The guards increase safety on the machine. Machinery with the guards rem oved shall
not be used by any employee without permission from the Senior Safety QA/QC
Manager.
5.Material Handling &Back Safety
a.Know the approximate weight of your load and make certain your equipment is rated to
handle it. (All powered equipment and rigging is rated as to safe working load. This rating is
posted on the equipment. Never exceed the manufacturer’s recommended safe working
load).
b.Lift heavy objects as instructed, with the leg muscles and not with the back. On
average, do not manuall y lift over 50 pounds.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
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c.Call for assistance as needed for handling heavy or bulky objects or materials.
d.Use an appropriate,approved lifting device (i.e. special trucks, racks, hoists, and other
devices)for lifting very heavy,bulk y, large or unyielding objects.
e.All ropes, chains, cables,slings, etc.,and other hoisting equipment must be inspected each
time before use.
f.A load should never be lifted and left unattended. g.
Wear safety gloves when handling materials.
h.Properl y stack and secure all materials prior to lifting or moving to prevent sliding, falling,
or collapse.
i.Protruding nails or staples must be bent or pulled away whenever stripping forms or
opening materials.
j.Avoid moving or lifting loads by hand whenever possible.
Tips for manual lifting:
a.Get a good footing.
b. Place feet about shoulder width apart. c.
Bend at the knees to grasp the weight. d.
Keep back as straight as possible.
e.Get a firm hold.
f.Lift gradually b y straightening the legs.
g.Don’t twist your back to turn. Move your feet.
h.W hen the weight is too heavy or bulk y for you to comfortably lift -GET HELP. i.
When putting the load down, reverse the above steps.
Note:If lifting stacked materials, materials should be carefully piled and stable. Piles should
not be stacked as to impair your vision or unbalance the load. Materials should not be stacked
on an y object (i.e.floor, scaffold)until the strength of the supporting members have been
checked.
6.Forklift &Heavy Equipment Safety
The following are the minimum safety practices for the operation of fork lifts and heavy
equipment (cranes, bulldozers, backhoes, etc.):
a.Only trained and authorized operators are permitted to operate a fork lift or heavy
equipment. All operators will be trained b y their Supervisors or the Senior Safety QA/QC
Manager. Every operator must participate in, at a minimum,annual forklift training.
b. Prior to operating the forklift or equipment, the operator must test: the brak es, steering
controls, warning light, clutch, horn, fluid levels, and other devices for safe and proper
operation.
c.Never check the engine while it is running.
d. Document your inspection results and equipment defects using the attached Inspection
Report Form. Report defects to your supervisor immediatel y.No defective equipment
shall be used. Adjustments and repairs should be made by authorized personnel only.
e.W ash the equipment whenever necessar y. The equipment must be kept clean and free
of oil and grease.
f.Employees should operate the equipment/forklift with safe speed and within rated load
capacity.Drive to the right. Do not exceed 10 miles per hour, or posted authorized
speeds, on plant roads.
g.Passengers are not permitted on forklifts or heav y equipment except for training
purposes.
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Job-Order-Contracting Services
Solicitation No. 18-09
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h. Mobile equipment should never be left unattended without first shutting off power,
neutralizing controls, setting brakes, and lowering forks or bucket.Do not park on an incline.
i.All mobile equipment must have a functional fire extinguisher on board.
j.Sound horn at exits, corners, cross aisles, intersections, and when approaching
pedestrians. Do not use horn needlessl y or at undue length.
k. Always look in the direction equipment is traveling, looking backward when backing up, even
for a short distance. Keep a clear view of the path. When forward vision
is obstructed, drive in reverse.
l.When traveling, with or without a load, keep forks or bucket as low as possible.
m.Avoid following pedestrians or other vehicles too closely,especially when operating on
inclines or in noisy areas.
n. Ascend/descend all ramps and inclines slowly.Wait for passengers to exit the ramp before
attempting to ascend/descend. W hen descending,always use low gear and the slowest
speed control. Do not descend ramps with the load at the front of the fork lift. Never
ascend in reverse.W hen ascending, loaded forklifts should be driven with the load
upgrade.
o. A man cage must be used when elevating personnel with a forklift. Attach the cage prior to
use. Do not travel with passengers in the man cage.
p. Personal protective equipment should be used as instructed. Hard hats should be worn
where danger of falling objects exists.
q. If the forklift is equipped with a seatbelt, the belt must be worn at all times.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
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Forklift Inspection Check List
Distribution:Copy to Senior Safety QA/QC Manager Copy to Safety
Committee Copy
Date: Inspector:Title:
Grade:1 =Satisfactory, 2 =Needs some attention, 3 =Needs immediate action
Item Grade Comments
Operator Training
Personnel operating the forklift properly trained.
Condition of Forklift
Brakes
Steering controls
Warning lights
Horn
Clutch
Warning Lights
Engine
Overhead guard
Capacity Sign posted
Fire Prevention
Fire extinguisher on board &functional
Fluids
Levels Adequate
Fueling done to avoid spilling
If spillage occurs, is fuel washed away completely from forklift
and area and measures taken to control vapors before
restarting engine?
Personal Protective Equipment
Hard hats provided &worn where danger of following objects
exist
General PPE rules on proper clothing &footwear followed
Additional OSH A Requirements
Are driving paths marked, in good condition, and clear?
Repairs are conducted in designated areas
Operating rules posted &enforced
Batteries charged in properly vented rooms (no smoking)
Are dusts &fume exposures generated by the forklift through
operation, fueling, or repair controlled?
Seatbelt in forklift and worn while operating the forklift
Other:
Action Taken:
Repairs/Corrections must be completed by:(date)
Repairs/Corrections mentioned above have been done.
Supervisor Date:
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7.Ladders
a.Inspect all ladders before use.Do not use any ladders with missing safety feet,
missing or broken rungs, etc. Tag defective ladders with a “DO NOT USE”sign and
report the defects immediately.
b. Portable ladders should be placed so that the base is awa y from the horizontal plane by
one-fourth the ladder length (i.e. 12’ladder would be 3’from the wall).
c.Never climb a ladder that is unstable.
d. Never place a ladder in front of a door, unless the door is locked,guarded or
otherwise blocked.
e.All ladders placed up against a stationary object must be tied off at the top to a secure
point.
f.Ladders must extend at least three feet beyond the step off point.
g.Do not place a ladder close to live electrical wiring or against piping.Beware of overhead
wires when moving an extended ladder. Do not use metal ladders near electrical power
lines.
h. Portable ladders must be equipped with non-slip bases. i.
Face the ladder when ascending or descending.
j.Never stand at the top rung of a step ladder.
8.Office Safety
a.Practice good housekeeping throughout the office area.Do not leave m aterials or
position telephone or electrical cords in the aisles.
b.Report or correct an y obvious hazards as soon as they are discovered.
c.Install pencil sharpeners so as not to protrude be yond the ends of desks or tables.
d.Do not carry articles weighing more than 20 pounds when ascending or descending stairs
that rise more than 5 feet.
e.Close files and desk drawers. Arrange contents in file cabinets prevent tipping when draws
are open. Store heavier materials in the lower drawers. Do not open more than one draw at
a time when tipping may occur.Secure cabinets to each other as necessary.
f.Report damaged furniture and broken veneer surfaces immediatel y.
g.Do not carry pointed or sharp objects in hand, pockets, or attached to clothing with points
or blades exposed.
h.Do not leave paper cutters with the blade in the open or upright position.
i.Take precautions to prevent materials from falling from the top of file cabinets or desks.
j.Do not stand on chairs, desks, boxes, waste baskets, or any other substitutes for an
approved step-stand or stepladder.
k.Report slippery floor surfaces to your supervisor immediately. l.
Clean up spills on floors immediately.
m. Position desks and files so that drawers do not extend into the aisle way when open.
9.Clothing
a.Clothing:W ear safe and practical working apparel.Be sure that an y clothing you wear is
not highly flammable. Neckties and loose,torn or ragged clothing should not be worn
while operating lathes, drill presses, reamers and other machines with revolving spindles
or cutting tools.
b.Shoes:Low-heeled, closed-toe shoes (or proper work boots) made of substantial leather or
equivalent material with sufficient heavy soles must be worn in designated areas.
Roofing Products, Services, and
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c.Jewelry: Do not wear rings or any form of jewelry or ornamentation when working around
machiner y or exposed electrical equipment.
10.Electrical
a.The Senior Safety QA/QC Manager is responsible for complying with the National Electrical
Code and all Federal, State,and local codes. An y electrical work not in compliance should
be brought to the Senior Safety QA/QC Manager’s attention immediately.
b. Only knowledgeable,certified electricians are to perform electrical work.
c.Employees should not work close to any unprotected electrical power circuit unless that
circuit is de-energized and grounded.
d. All switches must be enclosed and grounded. Panel boards must have provisions for closing
and locking the main switch and fuse box compartment.
e.Extension cords used with portable electric tools and appliances must be heavy dut y (no
less than 12 gauge conductors)of the three wire grounding type,and m ust conform to
OSHA standards. NO FLAT ELECTRICAL CORDS ARE ALLOW ED ON SITE.
f.All electrical tools and cords must be protected b y a ground fault circuit interrupter.g.
Voltages must be clearly labeled on all electrical equipment and circuits. Circuits
must also be clearly marked for the areas of service they provide.
h. Prior to performing an y work, electricians must “lockout and tagout” the equipment or
machinery. The onl y exception is when power is required for “megging”circuits.
i.Electrical cords and trailing cables should be covered, elevated or otherwise protected from
damage.An y exposed wiring and cords with frayed or deteriorated insulation must be
reported immediatel y.
j.Extension cords should be used as little as possible and all plugs must be the dead front
type.
k. The Senior Safety QA/QC Manager must oversee the performance of monthly Electrical
Grounding
Testing with trade contractors on all electrical cord and plug connected equipment. l.
Temporary lighting should be used in areas where there is not adequate natural or
artificial lighting. Temporary lights must be equipped with guards to prevent
accidental contact with bulbs.
m.Working spaces, walkways,and similar locations must be kept clear of cords.
n. Electrical tools and equipment must be appropriately protected when used in wet or damp
areas.
o. Subcontractors must obtain advanced approval from the Senior Safety QA/QC Manager
before bringing an y heavy equipment over 18 feet high on site. Any wide load over ten feet
requires an escort.A power outage approval must also be obtained.
11.Fire Prevention
a. Good housekeeping is the first rule of fire prevention. Oily rags, paper shavings, trim,
etc. should be cleaned up and placed in trash receptacles.
b. W elding or cutting should not take place near locations where flammables or combustibles
are present. When welding or cutting occurs, the area should be protected with fire
resistant blankets. An approved fire extinguisher should also be located at each welding or
cutting facility. Refer to our Hot W orks section for more information.
c.All flammable liquids should be stored in an approved manner and dispensed in approved
safety containers. W elding gases should also be stored in an isolated area.
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d. Liquefied Petroleum (LP)Gas presents special fire and explosion hazards. Only qualified
persons are to handle LP gas. LP gas units should be inspected daily for leaks, etc.
e.Open fires of an y kind are not permitted.
f.Combustible materials or equipment in combustible containers should be stored
properly.Fire extinguishers should be kept within close proximity to an y combustible
container.
g.Fire extinguishers should be recharged and inspected regularly.A tag indicating the date of
recharging should be affixed to each extinguisher.
h. Access to fire h ydrants should be maintained at all times. Fire hydrants should never be
blocked or obstructed in any wa y.
i.All combustible waste materials, rubbish, and debris should be disposed of daily. j.
Smoking is prohibited in any hazardous area and “No Smoking”signs should be
posted in these areas.
k. Gas c ylinders should be transported and stored in an upright position. W hen stored for
extended periods of time, they must be kept at least twenty five feet from oxygen cylinders.
l.No material should be stored within three feet of an electrical panel, outlet, or fire
suppression equipment.
Fall Protection –See Addendum A for Fall Protection Requirements
Section 3 Inspections
Periodic inspections will be conducted to identif y hazardous conditions and unsafe behavior. The Senior
Safety QA/QC Manager or Safety Committee will conduct inspections, along with insurance companies
and OSHA,and may request employees or supervisors to participate. The inspector should look for
unsafe practices and conditions that can cause an accident and take corrective action immediately.
Every month, the following inspection form should be completed and provided to the Senior Safety
QA/QC Manager. The Senior Safety QA/QC Manager will review the report,take an y corrective
action needed,and maintain a file of inspections.
Periodically, supervisors,the Senior Safety QA/QC Manager, Safety Committee, or designated
employees will complete inspections on a safety-sensitive or non-routine job to ensure compliance with
safety procedures. The Job Safety Anal ysis (JSA)worksheet will be completed and reviewed b y the
supervisor and/or Senior Safety QA/QC Manager. Results of the JSA inspections will be charted to
determine trends, along with production and quality. Additional training may be provided, as needed.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
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Self-Inspection Check List (page 1 of 2)
APPENDIX 2 – SAFETY PLAN | 12
Distribution:Copy to Senior Safety QA/QC Manager Copy to Safety
Committee Copy
Date: Inspector:Title:
Grade:1 =Satisfactory, 2 =Needs some attention, 3 =Needs immediate action
Item Grade Comments
Housekeeping
General neatness of work area.
Adequate and proper storage space for tools &materials
Adequate sanitary &disposal facilities provided
W aste material containers emptied regularl y
All spills immediately wiped up
Storage &equipment rooms neat and orderly
Fire Prevention
Fire extinguisher checked &available
No smoking signs posted &enforced
Proper storage, use &handling of flammable &combustible
materials
Ventilation adequate
Tools, Machinery, &Equipment
Electrical tools properly grounded
Electrical dangers posted
Concealed electrical lines located and marked
Machines guards in place
Regular inspection &maintenance of tools
Regular inspection &maintenance of m achinery
Lights, brakes, & warning signals operative
Cutting & Welding
Proper goggles,glasses,gloves &clothing worn
Fire hazards removed & flammable materials protected
Gas c ylinders chained &upright
Gas lines in good condition
Gauges and anti-flashback devices operable
Cylinders stored properl y with caps used
W elding shields used when necessary
Hot works permit posted and enforced
Ladders
Ladders inspected and in good condition
Properly secured to prevent slipping & falling
Ladder side rail extends 3 feet above landing area
Metal ladders not used around electrical hazards
Step ladders fully open when in use
Ladders located no more than 25 feet of travel
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Self-Inspection Check List (page 2 of 2)
APPENDIX 2 – SAFETY PLAN | 13
Grade:1 =Satisfactory, 2 =Needs some attention, 3 =Needs immediate action
Item Grade Comments
Material Handling
Materials properly stored &stacked
Stacks on firm footings and not too high
Passagewa ys provided and not blocked
Personnel lifting loads proper
Proper lifting techniques used
Flammable Gases &Liquids
All flammable waste dis posed of properly
Proper storage containers/cans used
Fire hazards checked
Proper type of fire extinguishers provided
Instruction on proper use and handling on m aterials posted
Personal Protective Equipment
Proper eye,ear,face, head, and hand protection used
Respirators &masks used when necessar y
Proper clothing worn
Other
Action Taken:
Repairs/Corrections must be completed by:(date)
Repairs/Corrections mentioned above have been done.
Supervisor Date:
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Section 4:Incident Management
A.Incident &Near Miss Reporting Procedures
If you have a near-miss situation while working,notify your supervisor immediatel y. The situation
will be investigated and corrective action implemented to prevent future injury. Employees and
witnesses must fully cooperate in the investigation.
If you are injured on the job:
a.Contact your supervisor,or the nearest coworker (who should notify a supervisor) if you are
unable to contact your supervisor due to the severity of your injury.
b. An employee who is trained in first-aid and/or CPR should be immediately notified to assist in
the situation.
c.First aid kits, which are prominently displayed throughout the workplace,should be made
available and medical supplies promptly refilled (by the Senior Safety QA/QC Manager).
d. If needed, the supervisor or his designee should transport the injured worker to the company’s
designated medical facilit y to receive appropriate medical attention. A post-accident drug and/or
alcohol test will be conducted in accordance with the company’s Drug-Free Workplace Polic y.
e.If rescue personnel are summoned, the supervisor should delegate an individual to wait for the
rescue team and escort them to the injured employee.
f.All witnesses to the accident should be available to speak with the Senior Safety QA/QC
Manager and/or supervisor and cooperate in all accident investigations.
g.The Senior Safety QA/QC Manager should immediatel y notif y the insurance compan y of the accident
and
file a workers’compensation claim.
Ever y accident or near-miss situation should be reported immediately.Injured employees and
witnesses to the accident will assist the supervisor in completing an accident investigation. Injured
emplo yees must comply with the medical treatment provided b y the treating ph ysician, cooperate with
the insurance company and its designees, and abide b y the company’s return-to-work polic y.
B.Accident Investigation
When an accident occurs, it is an indication that something has gone wrong.Accidents don’t just happen,
the y are caused.The basic cause(s) of accidents are unsafe acts and/or conditions. The supervisor must
investigate ever y accident to determine the cause and to initiate corrective action
to assure that similar type accidents will not recur from the same causes.
Supervisors should complete the following accident investigation form and submit a copy to the Senior
Safety QA/QC Manager and Safety Committee for review.The Committee and/or Senior Safety QA/QC
Manager should evaluate the corrective action taken or suggested by the supervisor and instruct if
additional changes should be made.
Tips on accident investigations:
1. Ever y accident is caused. Carelessness is not a cause, but the result of some deficienc y.
Telling emplo yees to be more careful will not eliminate the real accident cause.
2. An accident investigation is not a trial to find fault or to place blame.Its purpose is to find accident
causes so that corrective measures may be taken to prevent future accidents.
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3. Most accidents result from a combination of human error (unsafe behavior)and a physical hazard
(unsafe condition). Do not overlook the possibility of multiple errors and hazards.
4. Don’t stop at the obvious answer. For instance, a missing machine guard does not cause an
accident. The accident happened because the operator entered the point of operation. Determine
wh y the operator did this and why the guard was off the machine. Only by correcting both problems
can you prevent future accidents.
5. The accident investigation should be conducted as soon after the accident as possible Facts should
be gathered while the accident is fresh in the minds of those involved. If possible, question every
emplo yee who was involved, or witnessed, the incident. Delay interviewing injured employees until
after medical treatment has been received.
6. Other emplo yees who did not witness the accident but work in the area may contribute information
regarding the injured workers’activities prior to the accident and conditions a the time of the
accident.
7. The accurac y and completeness of the information received from the injured worker(s)and
witnesses depends on how well the interview is conducted. Supervisors should:
a.Put employees at ease.
b. Ask what happened and how it happened.
c.Permit employees to answer without interruptions. d.
Show concern.
e.Remember, nothing is gained with criticism or ridicule. f.Ask
why questions only to clarify the stor y.
g.Repeat the stor y as you understand it.
h. Give the employee the chance to correct any misunderstandings that you have.
i.Photographs of the conditions as they exist immediately following the accident, including photos
so the damaged equipment, are ver y helpful.
j.Damaged equipment should be removed or secured for future testing and used as
evidence.
k. Take immediate action to correct any obvious unsafe conditions. Determine the basic
accident causes and correct or recommend action to prevent reoccurrence.
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Job-Order-Contracting Services
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Supervisor’s Accident Investigation Report(Completed by Supervisor of InjuredEmployee)
Company Address
Name of InjuredEmployee Dept Position How long in position?
Date of Accident Time of Accident Nature of Injury
Injury Resulted in:Injury Fatality Property Damage (specify)
Medical Treatment
None First Aid EMT or Paramedic Doctor or Clinic Hospital
Drug Tested? Yes No Alcohol Tested? Yes No
Days Lost Time?
What w as the injured employee doing at the time of the accident?
How did the accident occur (brief description)?
What environmental factors (unsafe conditions) contributed to the accident?(see next page for
What behavioral factors (unsafe acts) contributed to the accident?(see next page for examples)
What corrective actions can be taken to prevent recurrence?(see next page for examples)
What corrective actions has been taken to prevent recurrence?
Names of Witnesses
Supervisor Date Reviewed by:Date
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Supplemental Information for completing the Accident Investigation Report
Note:Each accident will involve at least one of the following conditions as a contributing factor.
Environmental Factors (Unsafe Conditions)
Conditions Definition of Condition Suggested Corrective Action
Unsafe procedures Hazardous Process.Management
failed
A.JSA (Job Safety Analysis)
B.Formulation of Safe Procedures
Improperly guarded Work areas,machines,or equipment
that are unguarded or
inadequately guarded.
A.Inspection
B.Checking plans,blueprints,
purchase orders,
contracts,&materials for
safety
C.Include guards in original
design,order,&contract
D.Provide guards for
Defective through use Buildings,machines,or equipment
that
have become rough,slippery,sharp
edged,worn,cracked,broken,or
A.Inspection
B.Proper Maintenance
Defective through design Failure to provide for safety in the
design,construction,and
installation of buildings,machiner y,
&equipment.
Too large,too small,not strong
A.Source of supply must be
reliable
B.Checking plans,blueprints,
purchase orders,
contracts,&materials for
Unsafe clothing or personal
protective equipment
Management’s failure to provide or
specify the use of goggles,
respirators,safety shoes,hard hats,
&other articles of safe dress or
apparel.
A.Provide safe apparel or
personal
protective equipment.
B.Specify the use or non-use
of certain apparel or
Unsafe housekeeping facilities Unsuitable layout or lack of equipment
necessary for good housekeeping
(i.e.shelves,boxes,bins,aisle
A.Provide suitable layout and
equipment necessary for
good housekeeping.
Improper ventilation Poorly or not ventilated area A.Improve ventilation
Improper illumination Poorly or not illuminated area A.Improve illumination
Behavioral Factors (Unsafe Acts)
Factor Definition of Factor Suggested Corrective Action
Lack of knowledge or skill Unaware of safe practice;
Unpracticed
or unskilled.Not properly instructed
A.Job training
B.Improved hiring practices
Improper attitude Worker was properly trained and
instructed,but failed to
follow instructions.
A.Supervision
B.Discipline
C.Improved hiring practices
Physical Deficiencies Worker has impaired eyesight or
hearing,heart trouble,hernia,
previous injuries,etc.
A.Pre-emplo yment physicals
B.Periodic physicals
C.Proper placement of workers
D.Identification of workers with
temporary physical
Substance Abuse Worker was under the influence of
(illegal or prescribed)drugs or
alcohol while completing task
A.Drug-Free Workplace Policy
with
drug/alcohol testing
B.Discipline
C
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C.Return-to-Work Policy
It is the Company’s policy to return injured workers to productive work,although not necessarily to their
pre-injur y duties,as earl y as possible during their recover y. This type of work is often referred to as
“modified-duty work.”The Company has adopted this policy because employees who remain off work for
long periods of time not only affect the Company’s productivity and workers’compensation costs, they
often experience slow healing and a loss of self-esteem. W ithin the requirements of their treating medical
providers, the limitations of the law,and the economic and physical limitations of our own properties, the
Company will make ever y effort to provide meaningful work wherever and whenever possible. Any
recovering emplo yee who is offered a physician-approved, modified-duty position will be required to
accept the offer.
As part of the supervisor’s responsibilities, and in conjunction with the Senior Safety QA/QC Manager
and/or Safety Committee, a Job Safety Analysis (JSA)will be completed for all safety-sensitive and
non-routine tasks. A copy of the completed JSA on the employee’s regular duties should be
provided to the treating physician,along with the following Job Physical Assessment form. The Senior
Safety QA/QC Manager or Supervisor should request the treating medical provider complete this form.
The supervisor should identify a modified-duty position to offer the employee that is within their
physician’s restrictions.
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Job Safety Analysis (JSA)
Job Date New JSA
Revised JSA
Title of Employee Completing Job Supervisor JSA Completed by:
Plant/Location Department Reviewed by:
Required &/or Recommended Personal Protective Equipment Approved by:
Sequence of Basic Job Steps Hazard Recommended Controls or Procedures
19
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0 1 2 3 4 5 6 7 8
0 1 2 3 4 5 6 7 8
0 1 2 3 4 5 6 7 8
Job Physical Assessment
Company Name:
Injured Worker:
Claim Number:
Supervisor:Phone:
Modified Duty Job Available:
The Job Physical Assessment is an objective evaluation,completed by the tr eating physician.Please
consider each category below and objectively circle the appropriate measurement for the activity by our
injured employee.Our Company will then locate a modified-duty position that is within the restrictions
detailed below.A copy of the duties required to completed this modified-duty position will be provided back
to the physician.
Action Total Hours Consecutive Hours
Sitting:0 1 2 3 4 5 6 7 8
Standing:0 1 2 3 4 5 6 7 8
Walking:0 1 2 3 4 5 6 7 8
Action Repetitions Time Limits
Bending:0 1-15 16-30 31-60 61+
Twisting;0 1-15 16-30 31-60 61+
Squatting:0 1-15 16-30 31-60 61+
Climbing:0 1-15 16-30 31-60 61+
Crawling:0 1-15 16-30 31-60 61+
Reaching:0 1-15 16-30 31-60 61+
Pushing:0 1-15 16-30 31-60 61+
Action Weights (lbs)Repetitions Time Limits
Lifting:0 1-15 16-30 31-60 61+
Carrying:0 1-15 16-30 31-60 61+
Arm/both:0 1-15 16-30 31-60 61+
Left Arm:0 1-15 16-30 31-60 61+
Right Arm:0 1-15 16-30 31-60 61+
Hand/both:0 1-15 16-30 31-60 61+
Left Hand:0 1-15 16-30 31-60 61+
Right Hand:0 1-15 16-30 31-60 61+
Other restrictions:
In consideration of the above r estrictions,the patient is:(circle one)
Disabled Released for restricted work Released for full regular work.
Patient will be seen again for re-evaluation on :
Remarks:
Physician Name Physician Signature Date
20
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21
Section 5:Workers’Compensation
B y law our company is required to obtain workers’ compensation insurance. The compan y pa ys for this
insurance. Our insurance premiums are not government funded in an y wa y.Because workers’
compensation is a substantial cost of doing business, our goal is to prevent and manage accidents.
A.What benefits are you entitled to?
When an employee is injured during the course of employment, workers’compensation insurance provides
payments to the injured worker or the treating physician(s)for medical treatment, disfigurement, death benefits, and
indemnity (lost wages) paym ents. The scope and amount of these payments are determined by state law.
Attorneys are not needed for you to get what you are entitled to. Attorneys, when hired, typicall y earn one-third of
your benefits. If you report injuries immediatel y to your
supervisor and cooperate with your treating physician and the insurance company, the system will work with you
to get you healthy and back to work.
All workers’compensation insurance paym ents may be denied if:1) the employee tests positive for drugs or alcohol
following the accident, 2)a pre-existing injury or non-work related injury was the cause of the accident, or 3)fraud
exists.
Medical treatment: Medical care, services,and supplies as necessary to cure or relieve the effects of an injury
sustained on-the-job.
Disfigurement: Additional compensation is paid to an injured worker for permanent disfigurement from a work-
related injury (i.e. scars, discoloration, disfigurement, etc.)
Indemnity Payments:W age replacement while recovering from an industrial injury.
Death Benefits:W eekly payments to the surviving spouse and dependent children of a worker whose work-
related injury results in death. Burial and funeral expenses are also paid.
B. W orkers’ Compensation Fraud
Filing false workers’compensation claims is punishable with a substantial fine and imprisonment.Any
employee who knows of a coworker who is abusing the workers’ compensation system or has filed a false
workers’ compensation claim should call 1-800-241-5689. You will not be asked to identify your name and the
call will not be recorded. This is an anonymous call to our insurance company.
The insurance company has many red flags to identifying workers’compensation fraud and will investigate any
accident they suspect may be fraudulent. They can den y or reduce benefits whenever they suspect a fraudulent
claim was filed or an employee is abusing the workers’compensation system.
The following is considered workers’ compensation fraud or abuse:
1. Faking an accident or injury.
2. Exaggerating the seriousness of an accident or injury.
3. Taking more time off than is really needed to recover.
4. Attempting to collect benefits for an injury that is not job-related.
5. Submitting false or exaggerated medical bills for payment.
6. W orking at another, equally demanding job while collecting workers’compensation benefits.
7. Conspiring with, or being persuaded b y,another person to do an y of the above.
W hen people abuse workers’compensation benefits, we all pa y. Your company is charged higher
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insurance premiums, which increases our expenses and lowers profitability. The best way to safeguard against
fraud is to prevent accidents from happening.If you are aware of fraud, speak up by calling the Fraud Hotline.
Section 6:Fleet Safety Program
Motor Vehicles Rules
All employees who drive a company car or delivery vehicle must abide by the following safet y rules:
1. Employees are required to inspect their assigned vehicle (before taking it on the road)to ensure that it is in
proper driving condition.
2. Any defects in the company vehicle should be reported promptly.
3. Employees are required to obey all state, local, and compan y traffic regulations.
4. Engines are to be stopped and ignition keys removed when parking,refueling, or leaving the company vehicles.
5. Employees are not permitted to use personal cars or motorcycles for company business,unless
specifically authorized by the supervisor.
6. Passengers not employed by the company are not permitted unless authorized by the supervisor.
7. Employees should drive safely. Defensive driving must be practiced b y all employees.
8. Seat belts and shoulder harnesses are to be worn at all times.
9. Vehicles must be locked when unattended to avoid criminal misconduct.
10. Vehicles must be parked in legal spaces and must not obstruct traffic.
11. Employees should park their vehicles in well-lighted areas at or near entrances to avoid criminal
misconduct.
12. A vehicle when loaded with any material extending 4 feet or more beyond its rear shall have a red flag or cloth
12 inches square attached b y day, or a red light visible for 300 feet by night, on the extreme end of the load.
13. Articles, tools, equipment, etc. placed in cars or truck cabs are to be hung or stored in such a manner as not
to impair vision or in any way interfere with proper operation of the vehicle.
14. W hen you cannot see behind your vehicle (truck),the driver shall walk behind the truck prior to backing.
15. Personal use of vehicles is not permitted without approval of management.Children are prohibited
from using company vehicles.
16. Operating a company vehicle while under the influence of alcohol and other drugs is prohibited.
Violators are subject to termination of employment.
17. Ever y accident should be reported to the Senior Safety QA/QC Manager. The Senior Safety QA/QC Manager
should investigate all
accidents and review them.
Accident Reporting
Driver Conduct at the Scene of the Accident
1. Take immediate action to prevent further damage or injury.
Pull onto the shoulder or side of the road.
Activate hazard lights (flashers)and place warning signs promptly.
Assist any injured person, but don’t move them unless they are in danger of further injury.
2. Call the Police
If someone is injured, request medical assistance.
If you are nearby a phone, write a note giving the location and seriousness of the accident and
give it to a “reliable-appearing”motorist and ask the him/her to contact the police.
3. The vehicle should not be left unattended,except in an extreme emergency.
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4. Exchange identif ying information with the other driver. Make no comments about assuming
responsibility.
5. Secure names, addresses,and phone numbers of all witnesses, or the first person on the scene if no one
witnessed the accident.
6. Call the company immediately and report the accident to the Senior Safety QA/QC Manager.
SUPERVISOR’S M OTOR VEHICLE ACCIDENT INVESTIGATION REPORT
DRIVER VEHICLE DATE OF ACCIDENT
LOCATION OF ACCIDENT TIME OF ACCIDENT
DESCRIPTION OF ACCIDENT:(W hat happened?)
SEAT BELT WORN?
CAUSES OF ACCIDENT:(Why did it happen?)
RECOMMENDATIONS FOR PREVENTION OF A RECURRENCE:(W hat should be done?)
FOLLOW UP:(W hat actions were taken?Were they effective?)
-INDICATE W ITH DIAGRAM WHAT HAPPENED
-SHOW POSITION OF VEHICLES
-INDICATE DIRECTION (NORTH,SOUTH,EAST,
W EST)W ITH ARROW S
CLASSIFICATION OF ACCIDENT REVIEW
PREVENTATBLE NON-PREVENTABLE
ACCIDENTS USUALLY PREVENTABLE
Intersection Cut In or Out
Backing Pulled from Curb
Hit Other in Rear Hit Stationary Object
Skidded Hit Pedestrian
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ACCIDENTS USUALLY NON-PREVENTABLE
Hit in Rear Hit W hen Properly Parked
INVESTIGATING SUPERVISOR’S SIGNATURE MANAGER’S SIGNATURE
DATE OF REPORT DATE REVIEWED BY MANAGER
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Section 7:OSHA (Occupational Safety &Health Administration)
A.OSHA (Records) Requirements
Copies of required accident investigations and certification of employee safety training shall be
maintained by the Senior Safety QA/QC Manager. A written report will be maintained on each accident, injury or
on-the-job illness requiring medical treatment. A record of each such injur y or illness is recorded on OSHA Log
and Summary of Occupational Injuries Form 200 according to its instructions. Supplemental records of each injury
are maintained on OSHA Form 101, or Employers Report of Injury or Illness Form 5020. Ever y year, a summary of
all reported injuries or illnesses is posted no later than Februar y 1,for one month, until March 1, on OSHA Form
200. These records are maintained for five years from the date of preparation.
B.OSHA Checklist
To avoid safety violations and remain in compliance with OSHA standards,the Senior Safety QA/QC Manager
should complete the following OSHA checklist on a monthly basis. Deficiencies should be immediately
corrected. If problems persist, the Senior Safety QA/QC Manager should contact our Loss Prevention consultant
at our workers’compensation carrier to conduct a comprehensive OSHA inspection.
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C.OSHA Inspection:What you can expect during an OSHA inspection
1. Arrival of the Compliance Officer (OSHA Inspector)
a.Request to see credentials.
b. Record his name, identification number, the name of his/her supervisor,and office
location.
c.Notif y the Senior Safety QA/QC Manager.If the Senior Safety QA/QC Manager is not available,
ask the Officer to wait until the Senior Safety QA/QC Manager arrives. If he/she cannot wait or
the Senior Safety QA/QC Manager will not available, a Safety Committee member should
accompany the Officer.
d. Do not volunteer an y information, only answer questions.
2. Opening Conference
a.The scope of the inspection will be discussed.
b. The Officer will explain the reason for the inspection (i.e.emplo yee complaint,scheduled
inspection, etc.)
c.If the reason for the inspection is an employee complaint,request a copy of the
complaint.
d. Take comprehensive notes and request to record the meeting and walk-around.
3. The Walk-Around (inspection)
a.The Company representative should accompany the Compliance Officer throughout the
inspection.
b. The Officer may ask to interview emplo yees. Employees should cooperate. The
Company representative should attempt to participate in the interview.
c.The Company representative should be prepared to show the Officer: 1)the Safet y
Manual, 2) Hazard Communication Program, 3)OSHA poster, 4) OSHA 200 Log d. If at
all possible,correct any violations immediately that the Officer points out.
e.Take photographs of the same items or areas that are photographed by the Compliance
Officer.
f.Take notes. Write down every possible violation, standards cited, corrective action
needed,and a deadline date.
4. Closing Conference
a.The Compliance Officer will review an y violations discovered during the inspection.
Compare these to the notes you took during the inspection. Point out any discrepancies and
areas already corrected.
b. Be polite. Do not argue or get defensive with the Compliance Officer. c.If
you are not clear on something,ask questions.
d. This is a good opportunity to produce records of compliance efforts and other safety
practices.
5. Citations & Penalties
a.Our goal is to provide a safe and health y work environment. If the company is cited for
OSHA violations, corrective action will be completed before the deadline provided by OSHA
and as quickly as possible. It will be managem ent’s decision to appeal any citations.
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Section 8:Drug and Alcohol Program
A.Drug-Free Workplace Policy
Purpose
The Company values its employees and recognizes their need for a safe and healthy work
environment.Furthermore,emplo yees abusing drugs and alcohol are less productive and are often a
risk to the safet y,security and productivity of our company. The establishment of a Substance-Abuse
Polic y is consistent with the company’s desired culture and is in the best interest of the compan y.
Policy
It is the polic y of the company to maintain a workplace free from the use and abuse of drugs and alcohol.
Compliance with this policy is a condition of continued employment.It supersedes any other company
policy or practice on this subject.At any time,the company may unilater ally,at its discretion,amend,
supplement,modify,or change any part of this policy.The policy does not represent an expressed or
implied contract,and it does not affect your status as an at-will employee.If you have any questions about
this polic y,please direct them to Human Resources.
To maintain a Drug and Alcohol-Free W orkplace,the company has established the following policy
effective 02/10/2006 with regard to the use,possession, and sale of drugs and alcohol. Drug and
alcohol testing practices will be adopted to identify employees or applicants using drugs and/or
alcohol.
Drug and Alcohol Prohibitions
"Illegal Drug"means: any drug (1)which is not legall y obtainable, or (2)which is legally
obtainable but has not been legall y obtained, or (3)which is a controlled substance.The term includes
prescribed drugs not legall y obtained and prescribed drugs not being used for prescribed purposes.
1.Any emplo yee involved in any of the following activities, whether or not on company business,
premises or property, is in violation of the company polic y and subject to disciplinary action:
a)bringing illegal drugs and/or alcohol onto company premises or property,including the
company owned or leased vehicles, or a customer’s premises;
b) having possession of, being under the influence of,or having in one’s system illegal
drugs and/or alcohol; or
c)using,consuming, transforming, distributing or attempting to distribute, manufacturing or
dispensing illegal drugs and/or alcohol; or
d) switching, tampering with, altering or adulterating any specimen or sample collected under
this policy or attempting to do so.
2.In addition, the company strictly prohibits the abuse of alcohol or prescription drugs.
3. Any employee refusing to cooperate with or submit to questioning, medical or physical tests or
examinations, when requested or conducted by the company or its designee, is in violation of the
company policy and subject to disciplinary action.
Drug and Alcohol Testing
The company asserts its legal right and prerogative to test an y employee for drug and/or alcohol abuse.
Employees may be asked to submit to a medical examination and/or submit to urine, saliva, breath,
sweat, and/or hair testing for drugs or alcohol. An y information obtained through such examinations may
be retained b y the company and is the property of the compan y.
In particular, the company reserves the right, in its discretion and within the limits of federal and state
laws, to examine and test for the presence of drugs and alcohol (as stated above) in situations such as,
but not limited to, the following:
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1. Post Job Offer:All offers of emplo yment may be made subject to the results of a drug test.
Applicants will be required to voluntarily submit to a urinal ysis test and sign an acknowledgment form,
which will release the company from liability. The company will not discriminate against applicants for
employment because of past drug abuse.It is the current abuse of drugs which prevents employees
from properly performing their jobs.
2. Post-Accident:A drug and/or alcohol test will be conducted on all employees involved in
accidents occurring during work time or while on company propert y. Covered accidents included,
but are not limited to, accidents that the employee caused or contributed to that involve:
a)personal injury to employees or others which necessitates medical attention (beyond first aid) or
results in lost work time; and/or
b) damage to the company’s property
Employees are expected to make themselves available for post-accident testing.If circumstances
require an employee to leave the scene of an accident,the employee must make a good faith attempt
to be tested and to notify the company of his/her location.
Failure to report any accident which meets the post-accident testing criteria is in violation of the
company policy and subject to disciplinary action.Emplo yees testing positive or refusing to
submit to a drug and/or alcohol test,under certain state laws,may be ineligible for workers'
compensation benefits.
3. Random:For the added safety and health of the compan y emplo yees,as well as the direct impact on
the company’s profitabilit y, image and reputation as a drug-free organization, all employees may be
subject to random, unannounced drug tests at an y time the Company deems necessary to ensure a
Drug-Free W orkplace. The rate of random selection will be a percentage of the annual average
emplo yee or consortium base. Every emplo yee has an equal chance of being chosen ever y time a
random selection is made.
4. Reasonable Suspicion/Cause:An y employee may be asked to submit to a drug and/or
alcohol test if reasonable cause exists to suggest that the employee’s health or ability to perform
expected job duties is currentl y impaired.
5. Return-to-Duty:An employee who has tested positive and has been removed from his or her job
duties must submit to and furnish a negative drug test prior to returning to their job duties.
6. Follow-up:Any emplo yee who has been removed voluntarily or otherwise from his or her job
assignment due to drug or alcohol abuse must agree to be tested on a random and
discretionar y basis anytime for up to 24 months from the return to work date. Employees will be
required to sign and abide by a last chance agreem ent.
Drug Testing Procedures
Whenever possible,the drug test will be performed from urine specimens collected at a qualified
collection site or at the company facility using an onsite testing kit.A breath or saliva alcohol test will be
performed for all post-accident and reasonable-cause situations. If the saliva alcohol test reads positive,
a breath alcohol test will be performed at the collection site.
The collection site (or the company facility for onsite testing)will take necessary steps to avoid any dilution
or alteration of the specimen.However, the test shall be conducted in a professional and sanitary manner
with due regard for the individual’s privacy,dignity, and confidentiality. Proper handling of the specimens
will be maintained so that the specimen results can be traced to the proper individual.
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The specimen will be analyzed for the following controlled substances. Some of the common drug
names are included in parentheses:
Cannabinoids
(Marijuana) Cocaine
Opiates (Heroin,Morphine,Codeine)
Amphetamines (Stimulants like Benzedrine and
Didrex)Phenc yclidine (PCP)
Barbiturates (Depressants like Phenobarital and
Secobarbital) Benzodiazepines (Depressants like
Valium and Xanax)Propoxyphene (Narcotics like
Darvon and Darvocet)
All specimens that were not analyzed initially b y an onsite testing kit will undergo an initial Enzyme
Multiplied Immunoassay Technique (EMIT)screening.Any positive EMIT or onsite testing kit screens will
be confirmed through Gas Chromatography with Mass Spectrometry (GC/MS)by a laborator y certified by
the Substance Abuse and Mental Health Services Administration (SAMHSA).Any positive result from this
GC/MS test will be reviewed by an independent Medical Review Officer (MRO)prior to the res ult being
communicated to the company.The MRO will give you the opportunity to rebut an positive test re sult and
provide evidence of the proper use of a prescription drug.This will ensure that positive results are not due
to prescription drugs or other factors which the MRO feels justifies the presence of controlled substances.
Any emplo yee who is tested will have the right,upon request,to see the results of his/her test and to
request a retest of the original specimen at a different SAMHSA-certified laboratory (at the employee’s
expense)within 10 business days of being notified of a positive test result.
All information regarding the drug and/or alcohol test results or failure to complete rehabilitation will
remain confidential and will only be given out on a strict need -to-know basis.
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Job-Order-Contracting Services
Solicitation No. 18-09
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Disciplinary Actions
The company reserves the right to use disciplinary actions,up to and including termination of
employment,depending upon the seriousness of the violation,the employee's present job assignment,
the employee's record with the company,and other factors,including the impact of the violation upon the
conduct of the company business. Any employee who refuses to submit to drug/alcohol testing or
attempts to adulterate or alter the specimen will be subject to disciplinary actions.
Acknowledgment
As a condition of continued employment, employees must sign the attached acknowledgment
form.
Acknowledgment Form
I hereb y acknowledge receipt of the compan y’s Substance-Abuse Policy regarding drugs and alcohol.
My signature acknowledges m y understanding and concurrence with the procedures outlined in the
above referenced policy.It is m y consent to submit to medical testing, including but not limited to giving
urine,breath, blood, sweat, and/or saliva sample(s) to be used for drug and alcohol analysis under the
conditions outlined in the policy.
In connection with and consistent with the provisions of the Substance-Abuse Polic y:
(1)I authorize the release of any urine,breath, blood, sweat, and/or saliva sample(s) and the results of
any tests and examinations performed thereon to the compan y and any doctor, medical personnel,
hospital, medical center, clinic, etc., or any representatives with whom they may choose to consult
regarding the sample tests or examination results. I will be given an opportunity to explain a positive test
result to the Medical Review Officer before the test result is reported to the compan y as a verified positive
test result.
(2)I understand that the test results may be released by the company to applicable state
unemployment agencies and to the company’s workers'compensation insurer(s), where
permitted or required b y law.I understand that if I test positive for drugs or alcohol following an on-the-job
accident or refuse to submit to any drug and/or alcohol test required by this policy,I may be ineligible for
workers'compensation and/or unemployment benefits.
(3)I understand that refusal to submit to any test required b y this policy,a positive test result, or refusal
to authorize the release of the results is grounds for disciplinar y action up to and including termination of
employment.
I recognize that the company's polic y on drugs and alcohol does not constitute an expressed or implied
contract of employment.
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EMPLOYEE NAME SOCIAL SECURITY NO.
(Printed)
EMPLOYEE SIGNATURE DATE
WITNESS SIGNATURE
DATE
C.Confined Space Entry
Purpose
To establish a procedure to protect personnel and prevent injury when entering and working in
confined spaces. A secondar y purpose is to remain in compliance with OSHA regulations,
Responsibility
Senior Safety QA/QC Manager: The Senior Safety QA/QC Manager is responsible for identif ying all confined
spaces and
compliance with the procedures for space entr y.The Senior Safety QA/QC Manager shall 1) train
supervisors &employees (entrants, attendants, and rescue personnel) annuall y on identifying existing &
potential hazards, confined space procedures, the use of permits,and equipment, 2)audit and/or oversee
the confined space entr y,and 3)ensure corrective actions are taken when problems arise. The Senior
Safety QA/QC Manager should periodically monitor training activities of the supervisors and assist
as required to ensure compliance with OSHA regulations and safe confined space entry.
Supervisors are responsible for training emplo yees on the purpose and use of these procedures. (All
employees involved in confined space entry must receive annual training.)Supervisors shall verif y that all
preparations have been completed to allow for safe entr y. The supervisor shall
sign and post the permit. They will confirm the availability of all rescue service and terminate entry &
cancel the permit when the job is completed, there is a change of work crews, or an emergenc y occurs.
The supervisor ensures acceptable entr y conditions are maintained during the operation and that all
unauthorized entrants are removed.
Entrants: Entrants are the individuals who enter the confined space to work. They must know the
hazards associated with the space and properly use all required safet y and work equipment. The entrant
must communicate with the attendant throughout entr y b y an y effective means. They must immediately
exit the space whenever they discover a problem, an emergency occurs, or there are instructed to exit
by the attendant, supervisor, or Senior Safety QA/QC Manager.
Attendant: The attendant monitors the space and surrounding areas for an y problems that might affect
the safet y of the entrant. The y will remain in continuous contact with entrant. The attendant will not enter
the confined space. They will be trained in the confined space procedures and aware of the behavioral
effects of exposures on the entrants. They will monitor ox ygen, toxics, and flammables/explosive levels
every 15 minutes. The attendant will summon emergency assistance when needed and may perform
non-entry rescue (if properly trained). The attendant will have rescue equipment and a first-aid kit
available. They shall prevent
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Job-Order-Contracting Services
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unauthorized personnel from entering the confined space. Attendants ma y not be assigned an y duties
which could conflict with their primar y responsibilit y of monitoring entrant safety.
Definitions
Confined Space:
A confined space isn’t necessarily a small, crowded area.A confined space has 1) limited or restricted
means of entr y or exit, 2) unfavorable natural ventilation, 3)not been designed for continuous human
occupanc y. Examples include: storage tanks, silos, kettles, vault, hopper, pit, trench, boilers, sewers,
degreasers, vessels, sumps, diked areas, process tanks &equipment, and pipelines.
Permit Required:
A permit is required if one of the following hazards are present:1) hazardous atmosphere, 2)
potential for engulfment,3)internal configuration hazard, or 4) other recognized serious safet y or health
hazards.
Hazards
Conditions in a confined space can change over time;therefore so can the hazards. Hazards
include:
1)Oxygen-deficient atmosphere. An ox ygen content of less than 19.5%is considered
hazardous.
2)Oxygen-enriched atmosphere. An ox ygen content of more than 23.5%is considered
hazardous.
3)Flammable or combustible atmosphere. A concentration of a chemical in excess of 10%of its lower
explosive,flammable, or combustible limit (LEL) is considered hazardous.
4)Toxic atmosphere. Any chemical exposure in excess of its permissible exposure limit (PEL)
is considered hazardous.
5)Engulfment or structural entrapment. Emplo yees can become trapped in liquid or granular material.
Inwardly converging walls or floors that taper to a smaller cross-section can trap or asphyxiate an
entrant.
6)Energ y sources. These include electrical, mechanical, h ydraulic,or compressed air.
Uncontrolled sources are hazardous.
7)Other hazards. i.e. Slips &Falls, Radiation, Heat Stress,Internal configuration,Combustible dust,
etc.
Procedures
1. Identif y and evaluate the hazards in a space before entry.The evaluation should be done b y a
supervisor, the emplo yee to enter the confined space,and the attendant stationed outside the confined
space. The evaluation form following these procedures should be completed prior to entry.If a
confined space is identified, the confined space must be appropriately labeled.
2. Determine if a permit is needed. W hen in doubt, a permit should be completed. Use the permit
provided following these procedures when required.
3. The supervisor should inform all employees and contractors of the existence, location of,and danger
posed b y these spaces. A sign should be posted to indicate that personnel are in the confined space.
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4. All equipment in the confined space shall be locked out/tagged out if an accidental energizing
of the equipment creates a hazard. If lockout/tagout fails to de-energize the equipment, fuses
should be removed from the associated power source.
5. Prior to entry, the confined space should be isolated to preclude entry of all materials. This shall be
done by the insertion of a 1/8 inch TFE blank or suitable pressure blank between the flanges nearest
the confined space,or the line to the confined space must be disconnected and blanked. All other
valves or transfer lines shall be ‘closed &tagged’at the valve closest to
the confined space, if a connecting vessel contains hazardous chemicals. The Senior Safety QA/QC
Manager is responsible for verif ying blanking or disconnecting.
6. Prior to entry, the Senior Safety QA/QC Manager must assure that the confined space is clean,
ventilated, and decontaminated to the extent consistent with the hazard. The Senior Safety QA/QC
Manager must approve any cleaning or ventilating procedures.
7. The confined space shall be thoroughly ventilated. This should be done mechanicall y b y blowing
air into the space or by draft fan venting.Ventilation shall continue until work is complete in the
confined space.
8. If an assessment (testing)of the atmosphere indicates contamination is present, the cause/source of
the contamination must be determined. Furthermore, it must be determined if contamination will
increase during entry. Testing should include:
a)Oxygen Atmosphere Testing. Testing should be done with a calibrated direct-reading ox ygen
indicator. The ox ygen shall contain 19.5-21%ox ygen by volume.
Measurements should be taken at the top and bottom of the space.Measurements will be taken
ever y 15 minutes by the attendant. Tests m ust be repeated after a stoppage exceeding 30
minutes. Results should be documented in the permit. Entry is not permitted if the ox ygen level
is less than 19.5%or greater than 21.%
b) Toxic Atmosphere Testing.If it is determined that any of the following toxins (Toluene,Solvent,
Isopropyl Alcohol, H2S or any material that is capable of generating H2S, or any material that has
a ceiling PEL (permissible exposure limit) or LEL (lower exposure limit))were previously
contained in the space,testing with color detection tubes (i.e. Drager tubes), chlorine detector, or
the biosystems H2S Detector should be conducted. If atmospheric contamination exceeds 10%
of the PEL, the space should be ventilated until the level is below 10%.Senior Safety QA/QC
Manager should be contacted if the contamination is immediately dangerous to life of health
(IDLH).Entry is not permitted, except for emergency procedures approved by the Senior Safety
QA/QC Manager, if toxic gases at an IDLH level exists. Measurements will be taken ever y 15
minutes by the attendant.
c)Flammable Atmosphere Testing.If the space previously contained or may contain
flammable vapors, testing with a combustible gas indicator to determine the
concentration of flammable gases and vapors must be conducted. If the concentration of
flammable gas or vapors exceeds 5% of the lower flammabilit y limit,the space s hould be
ventilated until the concentration is below 5%. Entry is not permitted if the concentration exceeds
5%. Measurements will be taken ever y 15 minutes by the attendant.
9. Employees shall wear personal protective equipment such as respirator y protection (i.e.
SCBA),gloves, boots, rubber suits, goggles,and harnesses as determined by the Safet y
Director.Respiratory protection must be worn if 1)there are unknown contaminants in the
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Job-Order-Contracting Services
Solicitation No. 18-09
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space, 2) the level of contaminants cannot be determined, 3)the potential for IDLH exists, 4) an
emergenc y rescue is being performed, or 5)the potential exists to contaminate the atmosphere while
in the space.
10. Portable power tools must be inspected and grounded. Cylinders for cutting and welding torches
shall not be taken into the confined space.Ladders must be secured at the top.
11. All personnel shall conduct additional responsibilities as documented under Responsibilities above.
D.Hot Works Program
Purpose:
To establish a procedure for the control of hazards associated with welding,cutting or the use of
spark producing tools for the prevention of fire or subsequent injury to personnel.
Responsibility:
It is the responsibility of all employees/supervisors/managers that will either perform or oversee
the operation or employee, to adhere to the requirements of the Hot W orks Permit Program. The Senior
Safety QA/QC Manager should designate a Hot W orks Coordinator. It will be the responsibility of the
Coordinator to evaluate all jobs prior to the work beginning to assess hazards and necessary controls
required before any work will begin.
Scope:
This procedure applies to any hot work performed by an y employee or contractor. This
procedure does not apply to hot work performed in designated Safe W ork areas.
Definitions:
Hot work
W ork involving the use of open flame or spark producing tools such as, but not limited to,welding,
cutting, burning, grinding,and heat related producing jobs that could ignite combustibles.
Safe Work Areas
These areas which have been designated-designed specificall y for cutting,welding,grinding activities.
The Hot W ork Coordinator is responsible for designating all Safe W ork Areas once he is assured of proper
protection against combustibles.
Procedures:
1. A Hot W ork Permit must be issued prior to initiating an y hot work outside of a
designated Hot Work Area. This site will be evaluated for potential fire and safety hazards by
the Coordinator prior to starting the job. The Coordinator should carefully review activities to
determine if a less hazardous mechanical method such as cutting with a hack saw can be
used instead of more heat and spark producing methods.
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2. Safe work permits are issued by the Senior Safety QA/QC Manager.The permit remains
active for the duration of the work shift.
3. W here practical, all flammable and combustible materials shall be relocated at least
35 feet from the work area.W here relocation is impractical, combustibles and flammables
shall be protected with flame proof covering or otherwise shielded with metal or flameproof
curtains.
4. The person conducting the hot work will have a readily available fire extinguisher rated at
a minimum of 2A:40BC.
5. W here potential for flammable or combustible vapors or gases might be present in the area,
these concentrations must be determined before work begins. The Hot W orks Coordinator
will determine the concentration of the vapors or gases, and this measurement recorded.
6. Hot works shall not be permitted if the concentration reaches 5% of the lower explosive
limit (LEL). If combustibles gas meter indicates an y concentration of flammable vapor,
the hot works permit shall not be approved until the person approving the permit:
a.Understands the source of the flammable-combustible vapors.
b.Can assure that concentration will not increase to a dangerous level while work is
underway.
7. W hen performing hot work overhead, if combustibles could inadvertentl y be moved into the
area,or people enter the area, the area below must be roped off and posted.
8. Where possible, noncombustible barriers should be placed around and under hot works
area to confine sparks.
9. A fire watch is a necessary step to implement whenever work is conducted,such as:
a.All work in buildings and storage sheds;
b An appreciable amount of combustible material in building construction, contents or
insulation is closer than 35 feet to the point of operation;
c.An appreciable amount of combustible materials are more than 35 feet away from work but can
easily be reached by sparks, embers,etc.;
d.W all or floor openings are within 35 feet of work,including concealed spaces in walls or floors;
and/or
e.Combustible materials are adjacent to the opposite side of metal partitions, walls, ceilings or roofs
and are likely to be ignited by conduction or radiation of heat.
10. Open drains which lead to underground drainage systems, which could contain
flammable or combustible vapors, should:
a.have testing for the presence of an y flammable or combustible vapors done before starting work;
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b.have drains covered with fire blanket or similar protection to prevent access to sparks even if the
atmosphere is safe;and/or
c.if determined to contain flammable or combustible vapors, the s ystem must be purged with
nitrogen to below 5%lower explosive limit (LEL).
11. In areas immediatel y hazardous to life, hose masks, hose masks with blowers, or a self -contained
breathing apparatus should be used in addition to suitable rescue equipment for confined space
entry situations. All breathing equipment should be approved b y US Bureau of Mines, NIOSH, or
sim ilar approval authorit y.
12. Employees are required to wear the proper personal protective equipment,such as coveralls, safet y
goggles, faceshield, welding hood, welding jacket, etc.,as demanded by the type of work completed
and required by the Hot Work Coordinator and/or Senior Safety QA/QC Manager.
Fire watch:
Having the appropriate extinguishing equipment ready and available and having the individual
trained in its use are very important. As a minimum, an extinguisher with a rating of 2A:40BC should be
provided. For those jobs where a significant amount of combustibles are present within the 35-foot area,
a hose stream up to 1"should be considered b y the Senior Safety QA/QC Manager. The fire watch shall
be familiar with all equipment for sounding an alarm in event to a fire,and any additional procedures
necessary to summon aid.
They should watch for fires in all exposed areas,and try to extinguish them only when within the capacity
of the equipment available. If the fire is of such magnitude that it is beyond the
capacity of the fire watch to extinguish, the fire watch should summon aid (911).
The watch should be maintained until after the risk of fire has passed. This period should be at least 30
minutes after the completion of the job.
E. Hazard Communications
Purpose:
To ensure that information about the dangers of all hazardous materials used by the Company are
known to all affected employees and contractors. A secondar y purpose is to comply with the
requirements of the OSHA Hazard Communication Standard and corresponding state laws.
Responsibility:
All employees of the company will participate in the hazard communication program and
comply with all provisions of this polic y. The Senior Safety QA/QC Manager is responsible for
maintaining this program and ensuring compliance with all local, state,and federal laws.
Scope:
This policy covers container labeling, material safety data sheets,employee training and
information, hazardous non-routine tasks, contractors, list of hazardous chemicals,chemicals in
unlabeled pipes and safety procedures.
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Policy:
Container Labeling
1. The Senior Safety QA/QC Manager will verify that all containers received for use will be clearly
labeled with the following: 1) contents, 2) the appropriate hazard warning (i.e.flammable),and 3)
the name and address of the manufacturer. Existing labels will not be removed or defaced on
incoming containers unless containers are to be immediately marked with required information.
2. All materials on site are to be stored in their original container with the label attached.
3. Any material with a label missing or illegible should be reported to the supervisor
immediately for proper labeling.
4. Stationary, secondar y,or portable containers should be clearl y labeled with either an extra copy of
the original manufacturer's label or with tile "central stores"generic labels which have a block for
identification and blocks for the hazard warning.
5. Signs, placards, or other written materials that convey specific hazard information may be used in
place of individual container labels if there are a number of stationary process containers within a
work area which store similar contents.
6. Portable containers do not need to be labeled if the chemicals are transferred to labeled
containers and used b y the employee making the transfer during that shift. No unmarked
containers of an y size shall be left unattended in the work area.
Safety Data Sheets (SDS)
1. Any product having a hazardous warning on its label requires an SDS.
2. The manufacturer, distributor, or vendor shall provide the SDS for the hazardous product.
3. All SDS’s shall be forwarded to the Senior Safety QA/QC Manager and reviewed b y the Senior
Safety QA/QC Manager and employee using the product to determine safe work practices and
personal protection, as needed. The SDS’s will be maintained and keep at the following location:
.
4. The SDS provides 1) chemical information, 2) hazardous ingredients, 3)physical data, such as the
potential for fire,explosion, and reactivity, 4) health hazards, 5)spill or leak procedures, 6) special
protection and precautions,7) personal protective equipment needed, and 8)name,address,and
phone of SDS preparer or distributor
Employee Training and Information
1. The Senior Safety QA/QC Manager will provide training to employees when hired and routinely
thereafter on the hazardous nature of chemical products. Training will include:
The Hazard Communication Policy
Chemicals present in their workplace operations
Physical and health effects of the hazardous chemicals
Appropriate work practices and controls when using chemicals.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
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Emergency and first-aid procedures
How to read labels and review an SDS to obtain appropriate hazard information
Location of the SDS file and written hazard communications program
2. After attending the training class, each employee will sign a form to verif y that they attended the training,
received the written materials, and understand the company's policies on Hazard Communication.
Hazardous Non-Routine Tasks
1. Periodically,employees are required to perform hazardous non-routine tasks. Examples of non-
routine tasks performed by employees of this compan y are as follows:Confined space
entry,tank cleaning,and painting reactor vessels.
2. Prior to starting work on such projects, each affected employee will be given information by the
Senior Safety QA/QC Manager about the hazardous chemical he/she may encounter during such an
activity. This information will include specific chemical hazards, protective safety measures the
employee can use,and measures the company has taken to lessen the hazards including ventilation,
respirators, presence of other emplo yees, and emergency procedures.
Informing Contractors and Others
1. The Senior Safety QA/QC Manager shall advise contractors and other clients of our Hazard
Communication
Program.
2. Copies of the SDS’s for all materials brought onto the site will be made available upon
request to each contractor from the Senior Safety QA/QC Manager.
3. The Senior Safety QA/QC Manager will also obtain chemical information from contractors that may
expose our employees to hazardous chemicals which they bring into our workplace.
List of Hazardous Chemicals
Attached is a list of all known hazardous substances presentl y being used.Listed chemicals are
denoted as EX for explosive, HT for highly toxic, C-R for corrosive or irritant, and CAR for proven or
suspected carcinogen-mutagen in humans or animals. Further information on each chemical can be
found by reviewing the SDS's.
Chemicals in Unlabeled Pipes
1. W ork activities are often performed by employees in areas where chemicals are transferred through
unlabeled pipes.
2. Prior to starting work in these areas, the employee shall contact the Senior Safety QA/QC
Manager for information regarding:
The chemical in the pipes.
Potential hazards.
Safet y precautions which should be taken.
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Safety Procedures &Recommendations
Work Habits
Never work alone in a science laboratory or storage room.
Never eat, drink, chew gum or tobacco in a science laboratory or storage room. Do not store food or
beverages in the lab environment.
Wash hands before and after work in a science lab,and after spill cleanups
Restrain loose clothing,long hair,and dangling jewelry.
Never leave heat sources unattended.
Do not store reagents and/or apparatus on lab bench, and keep lab shelves organized.
Never place reactive chemical containers near the edge of a lab bench.
Use a fume hood when working with volatile substances.
Never lean on a fume hood.
Do not use the fume hood as a storage area.
Obtain and read the SDS for each chemical before beginning an y experiment.
Analyze new lab procedures in advance to pinpoint hazardous areas.
Analyze accidents to prevent repeat performances.
Protection should be provided for not only the lab worker but also the lab partner working nearby.
Do not mix chemicals in the sink drain.
Always inform co-workers of plans to carry out hazardous work.
Record who worked with what, when, and how long in order to allow meaningful
retrospective contamination studies.
Inform lab occupants about the alarm bell and what to do if it sounds.
Carry out regular fire or emergency drills with critical reviews of the results.
Have actions pre-planned in case of an emergenc y,gas shut-off,escape routes, meeting
places.
Lab personnel should have recent training in first aide, CPR etc.
Safety Wear
ANSI approved eye or face protection should be worn continuously.
Gloves should be worn which will resist penetration by the chemical being handled and have been
checked for pin holes, tears, or rips.
Wear a lab jacket or apron.
Footwear should cover feet completely: no open-toes shoes or sandals.
Facilities and Equipment
Have separate container for trash and broken glass.
Never block any escape routes, and plan alternate escape routes.
Never block a fire door open.
Never store materials in lab or storage aisles.
All moving belts and pulleys should have safety guards.
Instruct lab personnel in the proper use of the eye-wash fountain,emphasizing rolling of the
eyeballs, and turning eyelids "inside-out."
Ensure that eye-wash fountains will suppl y at least 15 minutes of water flow.
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Sample breathing air space for measurement of possible contaminants, and keep good records.
Regularly inspect fire blankets for rips and holes and keep good records of the inspections.
Regularly inspect safety showers and eye-wash fountains and keep records of inspections.
Keep up-to-date emergency phone numbers posted next to the phone.
Place fire extinguishers near an escape route, not in a "dead end".
Regularly maintain fire extinguishers,maintain records,and train personnel in the proper use of
extinguishers through actual fire situations.
Acquaint personnel with the meaning of "Class A fire","Class B fire",etc.,and how they relate to
fire extinguisher use.
Regularly check hood for proper draft also verif y that exhaust air from an external hood vent is not re
drawn into room air.
Secure all compressed gas cylinders when in use and transport them secured on a hand truck. install
chemical storage shelves with lips, and never use stacked boxes in lieu of shelves.
Only use an explosion-proof refrigerator for lab storage.
Have appropriate equipment and materials available for spill control replaced when it becomes
dated.
Chemical Storage
Do not store materials on the floor.
Separately store Organic and Inorganic chemicals.
No top or above eye level chemical shelve storage .
Shelf assemblies are firmly secured to walls, preferred material is wood.
Store acids,poisons,and flammable liquids in separate dedicated cabinets,suggested shelf storage
pattern.
Purchasing, Use, and Disposal
If possible,purchase chemicals in class-size quantities only.Label all chemicals accurately
with date of receipt,or preparation, initialed b y the person responsible, and pertinent
precautionary
information on handling.
Generally,bottles of chemicals should n ot remain unused on shelves in the lab for more than one
week,in the store room near the lab unused for more than one month,or in the main stockroom
unused for more than one year.
Follow all directions for disposing of residues and unused portions of reagents.
Properly store flammable liquids in small quantities in containers with a provision for bonding to
receiving vessels when the liquid is transferred.
Never open a reagent package until the label has been read and completely understood.Have a
Material Safety Data Sheet on hand before using a chemical.
Prepare a complete list of chemicals of which you wish to dispose.
Classify each of the chemicals on the disposal list into a hazardous or non-hazardous waste chemical.
(Check with the local environmental agency office for details.)
Unlabeled bottles (a special problem)must be identified to the extent that they can then be classified
as hazardous or non-hazardous wastes.Some landfills will analyze a m ystery bottle for a fee,if it is
shipped to the landfill in a separate package,labeled as a sample,and
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accompanied by a letter also identifying it as a sample,with instructions to anal yze the
contents sufficientl y to allow proper disposal.
Substitutions
Reduce risk by diluting substances instead of using concentrates.
Use films,videotapes, and other methods rather than experiments involving hazardous
substances.
Undertake all substitutions with extreme caution.
Types of Protection
1. Head Protection -The wearing of approved non-conductive safety hats is mandatory in all
construction areas 100%of the time.Refer to ANSI Z89.1 Safet y Requirements for Industrial
Head Protection. No exceptions!
Helmet Selection
Proper helmet selection is critical in preventing head injuries from occurring. Each type and class of
helmet is intended to protect against specific hazards. The Senior Safety QA/QC Manager, or his/her
delegate, is responsible for making sure emplo yees wear the proper helmet.
The following t ypes and classes of protective helmets are available: T ype
1 -helmets with full brim, not less than 1¼ inches wide;
T ype 2 -brimless helmets with a peak extending forward from the crown. For
industrial purposes, three classes are recognized;
Class A -general service, limited voltage protection; Class
B -utility service,high-voltage protection;and Class C -
special service,no voltage protection.
Helmets under Class A are intended for protection against impact hazards. They are predominatel y
used in m anufacturing,construction, shipbuilding, tunneling, lumbering and mining industries.
Class B utility service helmets protect against impact and penetration from falling objects and
from high-voltage shock and burn. They are used mostly by electrical workers.
Class C helmets are designed specifically for lightweight comfort and impact protection. They are
typically m anufactured from aluminum and offer no dielectric protection. Class C helmets are often
used in construction and manufacturing occupations, oil fields, refineries, and chemical plants.
All helmets should be water-resistant and made of slow burning material when exposed to heat. The
helmet t ype should be located inside the shell along with the manufacturer’s name, ANSI designation,
and class.
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Helmet Fit
A properly fitting helmet should be snug on the head. The helmet’s headband should be adjusted
accordingly to receive the proper fit.W hen the headband is adjusted properly, it provides
sufficient clearance between the shell and headband.
Helmet Inspection and Maintenance
Manufacturer’s specifications should be followed with regard to the proper cleaning methods.
Helmets should be cleaned by dipping them in hot, soapy water.They should then be scrubbed and
rinsed in clear, hot water.After rinsing, the shell should be carefully inspected for signs of damage.
It is the emplo yee’s responsibility to keep their helmet clean.
All components, shells, suspensions, headbands, sweatbands, and accessories should be
inspected dail y for dents,cracks, penetration, or any other damage that might reduce the original
degree of safety.Damaged helmets should be replaced immediately.
2. Eye and Face Protection -Safety glasses with side shields should be provided by the
Contractor and are mandatory at all times.
a. All construction areas require 100%e ye protection at all times. Minimum eye protection includes
approved safety glasses with side shields or mono-goggles meeting the standards specified in ANSI
Z87.1-1968.
b. Additional e ye and face protection should be used by employees when:
1. Welding,burning,or using cutting torches
2. Using abrasive wheels,grinders, or files
3. Chipping concrete, stone,or metal
4. W orking with any materials subject to scaling,flaking, or chipping
5. Drilling or working under dusty conditions
6. Sanding or water blasting
7. W aterproofing
8. Using explosive actuated fastening or nailing tools
9. W orking with compressed air or other gases
10. W orking with chemicals or other hazardous materials
11. Using chop,chain, or masonry saws
12. W orking near an y of the above named operations
To protect from injurious light radiation, all affected employees should use equipment with filter
lenses. The following chart outlines appropriate shade numbers for various operations. Selection
There are different t ypes of eye and face protection designed for particular hazards. In selecting
protection, consider type and degree of hazard. Where a choice of protection is given, worker
comfort should be the deciding factor in selecting e ye protection.
Employees who use corrective eye glasses should wear face shields,goggles, or spectacles of one of
the following t ypes:
Spectacles with protective lenses providing optical correction;
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Goggles or face shields worn over corrective spectacles without disturbing the adjustment of the
spectacles; or
Goggles that incorporate corrective lenses mounted behind the protective lenses.
Fit
Skilled persons should fit all employees with goggles or safety spectacles. Prescription safety
glasses should be fitted by qualified optical personnel.
Inspection and Maintenance
Eye protection lenses should be kept clean at all times. Continuous vision through dirty lenses can
cause e ye strain. Dail y inspection and cleaning of eye protection with hot, soapy water is also
recommended. Pitted lenses should also be replaced immediately as they can be a source of reduced
vision. Deeply scratched or excessively pitted lenses are also more likely to break Emplo yees are
responsible for taking care of their e ye protection. They are also responsible for turning in eye
protection that is in poor shape to their immediate supervisor.
3. Respiratory Protection -Respirator y protection devices approved by the U.S. Bureau of Mines
should be provided by the Contractor and worn b y employees exposed to hazardous
concentrations of toxic or noxious dust, fumes or mists as required b y OSHA.
The Hazard Communications Program should include respirator y protection programs. Refer to the
Respiratory Protection Program of this m anual for more information.
4. Hearing Protection -Exposure to high noise levels can cause hearing loss or impairment and can
create ph ysical and psychological stress. There is no cure for noise-induced hearing loss, so the
prevention of excessive noise exposure is the only way to avoid hearing damage.Specificall y
designed protection is required, depending on the type of noise encountered and the auditory
condition of each employee.
The Senior Safety QA/QC Manager, or his/her delegate, is responsible for providing appropriate
hearing protection to employees. Pre-formed or molded earplugs are the best form of hearing
protection. The y should be individuall y fitted b y a professional. W axed cotton, foam, or fiberglass
wool earplugs can also be used as hearing protection. W hen used properly, they work as well as
most molded earplugs. Disposable earplugs should be discarded after usage.For proper protection,
non-disposable earplugs should be cleaned after each use.Plain cotton should not be used as it does
not effectively protect against hazardous noises.
5. Foot and Leg Protection -Work shoes/boots are to be worn b y all emplo yees.Tennis
shoes, sandals, docksiders, hush puppies, steel toed sneakers and bare feet are prohibited. In
addition to safet y shoes, canvas or leather leggings and spats should be worn b y welders, metal
lancers, or anyone working around molten metal.
6. Glove and Hand Protection -Gloves provided by the Company should be worn when handling
objects or substances that could cut, tear,burn, or otherwise injure the hand. Gloves should not
be used when operating drill presses, power saws, or similar rotating machinery.
7. Clothing -Wear safe and practical working apparel.Be sure that an y clothing you wear is not highly
flammable. Neckties and loose, torn or ragged clothing should not be worn while
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operating lathes, drill presses, reamers and other machines with revolving spindles or cutting tools.
Jewelr y of an y kind should not be worn when working around
machinery or exposed electrical equipment.
8. Hair -Employees wearing long hair, beards, or mustaches will not work with rotating machiner y
or equipment,or use respirator y equipment, if their hair, beard,or mustache constitute a
potential hazard. Judgment will be made by the immediate supervisor and reviewed by the
Senior Safety QA/QC Manager.
9. Other Personal Protective Equipment -Other required equipment to be used under unusual
circumstances such as high temperature work, handling corrosive liquids, etc., not
specificall y covered
in this section should be reviewed b y the Senior Safety QA/QC Manager and furnished by the
Company when required.
I.Smoking Policy
Purpose
To establish guidelines whereby the Company provides a smoke-free work environment for our
employees and is in compliance with all federal and state Indoor Clean Air Acts.
Scope
This policy applies to all employees, vendors, visitors, and contractors.
Policy
1. Smoking is prohibited throughout the building unless clearly posted as “Smoking
Permitted”area.
2. Employees will refrain from smoking in any company vehicles with non-smokers in the vehicle.
Discipline
All employees share in the responsibility for adhering to and enforcing the policy.In all cases,
the right of the non-smoker to protect his/her health and comfort will take precedence over an
employee’s desire to smoke.Employees who violate this policy ma y receive a written safet y violation
notice and may be disciplined, up to and including termination of employee, based on the severit y of the
violation.
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Acknowledgment Form
I hereby acknowledge receipt of the National Roofing Partners Substance-Abuse Policy regarding
drugs and alcohol.
My signature acknowledges m y understanding and concurrence with the procedures outlined in
the above referenced policy.It is m y consent to submit to medical testing, including but not
limited to giving urine, breath, blood, sweat, and/or saliva sample(s) to be used for drug and
alcohol analysis under the conditions outlined in the policy.
In connection with and consistent with the provisions of the Substance-Abuse Policy:
(1)I authorize the release of an y urine,breath, blood, sweat, and/or saliva sample(s) and the
results of any tests and examinations performed thereon to the company and an y doctor, medical
personnel, hospital, medical center, clinic, etc., or an y representatives with whom they ma y
choose to consult regarding the sample tests or examination results. I will be given an opportunity
to explain a positive test result to the Medical Review Officer before the test result is reported to
the company as a verified positive test result.
(2)I understand that the test results may be released by the company to applicable state
unemployment agencies and to the company’s workers'compensation insurer(s), where
permitted or required b y law.I understand that if I test positive for drugs or alcohol following an
on-the-job accident or refuse to submit to any drug and/or alcohol test required by this polic y,I
may be ineligible for workers'compensation and/or unemployment benefits.
(3)I understand that refusal to submit to any test required by this policy,a positive test result, or
refusal to authorize the release of the results is grounds for disciplinary action up to and including
termination of employment.
I recognize that the company's policy on drugs and alcohol does not constitute an
expressed or implied contract of employment.
EMPLOYEE NAME SOCIAL SECURITY NO.
(Printed)
EMPLOYEE SIGNATURE DATE
WITNESS SIGNATURE
DATE
57
ADDENDUM A -Fall Protection Program
Fall Hazard Management Scope
This program provides the requirements for personal fall hazard management when personnel are working at
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elevated locations 6’ or higher above a lower surface. Working is defined as all activities including traversing,
climbing, descending, and performing job tasks.
Preferred Order of Fall Hazard Management
Primary fall prevention systems are the preferred choice for performing work at elevated locations.
These systems provide walking and working surfaces that are free from floor/wall openings and are
equipped with standard guardrail systems on all open sides. In most cases, primary fall prevention
systems are sufficient fall prevention methods in themselves and do not require the use of additional
(secondary) fall protection systems such as personal fall arresting systems.
All personnel performing work at elevated locations (i.e., at or above 6’) and supervisors of such
personnel shall consider ways in which to address fall hazards in the following order:
Fall Elimination
Eliminate the need for elevated work through procedural changes, modifications, alternate
construction techniques, etc.
Fall Prevention
Prevent the potential of falling by use of an approved permanent work platform with appropriate handrails and
other safeguards.
Use an approved aerial lift.
Build an approved temporary platform (scaffold) or use an approved temporary access way (temporary
walkway with approved top and mid-rails).
Consider methods of construction such that equipment can be connected or installed while on the ground to
eliminate elevated work.
Consider installing fall prevention devices such as guardrails on the work pieces while on the ground to
facilitate fall prevention.
Personal Fall Arresting Systems
Manage the risk of a fall by means of approved personal fall arresting systems (e.g., a full body harness
and lanyard attached to an appropriate anchor point).
Consider installing engineered anchor points if fall hazard elimination is not feasible.
Personnel Requirements
All personnel shall:
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A.Wear a full body harness and shock–absorbing lanyard (or be secured to a retractable lanyard)
when working at an elevation of six feet or more above the grade, floor or approved work surface
(e.g., platforms and scaffolds) or when working in motorized aerial lifts, or crane suspended
baskets. The six-foot distance shall be measured from the grade, floor, or approved work surface
to the person’s feet.
B.Inspect all fall arresting equipment, including harnesses and lanyards, prior to each use.
C.Remove affected fall arresting equipment from service when a fall occurs and notify the
immediate supervisor. The supervisor shall red tag the fall arrest equipment.
D.Use of fall protection systems will be under the supervision of the fall protection Competent
Person (the “Competent Person”) specifically designated for the project.
E.It is the policy of NRP that all personal shall be 100% tied off whenever working 6’ or higher
above a lower surface (with the exception of ladders). This will necessitate the use of double
lanyards.
Training
All personnel performing work at elevated conditions and supervisors shall:
1.Be trained in the use, inspection and maintenance of all fall arresting systems.
2.Demonstrate competency in initial training.
3.Undergo refresher training at a minimum of every year.
All training shall be provided under the direction of the Competent Person.
Documentation of the initial and refresher training shall be maintained with the employee’s other training. A
guideline for training is included in this section.
Personal Fall Arresting System
Personal fall arresting systems shall consist of the following:
1.A full body harness –A full body harness is required to properly distribute forces to minimize
injury to the body in the event of a fall. The harness must be ANSI (American National Standard
Institute) approved under ANSI Z359.1-2007. Safety belts are NOT to be used for fall
protection. They are to be used for positioning only.
2.A shock absorbing lanyard (unless tied off to a retractable lanyard) maximum four feet in
length.
3.An anchor point: The anchor point is the tie-off connection device to which the lanyard is
attached. Anchor points are independent of any anchorages used to support or suspend
platforms. Anchor points shall safely support a minimum of 5,000 pounds per person; or be
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designed, installed and used as part of a complete fall protection system that maintains a
safety factor of two and is used under the supervision of the competent person. The anchorage
shall be installed in manner that prevents accidental disengagement from support structures.
It may be either a pre-engineered device such as an installed eyebolt, slide rail, or cable
arrangement, or may be an existing structure. Note: Anchor points for horizontal lifelines may
require anchorage strengths greater than 5,000 pounds.
4.The personal fall arrest systems, when stopping a fall shall:
a.Limit the maximum arresting force on an employee to 1,800 pounds;
b.Be rigged to limit the free fall to a maximum of 4 feet or contact with a lower surface;
c.Where practicable, the anchor end of the lanyard shall be at the waist or above;
d.Bring the employee to a complete stop and limit maximum deceleration distance to 3.5 feet; and
e.Have sufficient strength to withstand twice the potential impact energy of an employee falling 6
feet, or the free fall distance permitted by the system (whichever is less).
Full Body Harness & Shock Absorbing Lanyards
To ensure the integrity of the equipment being used and success of the Fall Protection Program, the following
shall be strictly adhered to:
Only full body harnesses/shock absorbing lanyard systems approved by the subcontractors
Competent Person may be used on any project.
Lanyards shall be of the double and shock absorbing type when used for fall protection.
Shock absorbing lanyards shall only be used for fall protection and are never to be used for positioning
or material transport.
The shock-absorbing lanyard shall be secured to the D-ring located on the back of the harness
between the shoulder blades.
D-rings located at the waist may only be used for positioning or with ladder climbing devices.
Full body harnesses/shock absorbing lanyards shall be attached to an anchorage point capable of
supporting an impact load of 5,000 pounds or twice the potential impact load of the complete fall
protection system.
Snap hooks attached to shock absorbing lanyards shall be of the double action/locking type design.
Simple spring resistant snap hooks shall not be used for fall protection.
Employees using a full body harness and shock-absorbing lanyard shall inspect them for wear,
damage and other deterioration prior to each use.
Check all equipment for wear, damage, mold, and/or mildew distortion.
Make sure no straps are cut, broken, torn or scraped.
Check for damage from fire, acid or other corrosives.
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Hardware should be free of cracks, sharp edges or burrs.
Snap hooks should close and lock tightly.
Buckles should work properly.
Check ropes for wear, broken fibers, pulled stitches and discoloration.
Make sure lifeline anchors and mountings are not loose or damaged.
The Competent Person shall inspect all full body harnesses and shock absorbing lanyards at least
monthly with documentation generated.
Defective full body harnesses and shock absorbing lanyards should be tagged "DEFECTIVE -
DO NOT USE" and immediately removed from service.
Full body harnesses and shock absorbing lanyards subjected to impact loading shall be immediately
removed from service and shall not be used again for employee protection.
Donning/Doffing Full-body Harness
1.The harness should be visually inspected prior to each use. Hold the harness by the back D-ring and shake
to allow the straps to fall in place. Check for any wear or defects.
2.To wear the harness properly:
1.Unbuckle any buckled straps and slipping straps over the shoulders so the D-ring
is located in the middle of the back.
2.Connect the waist strap, tightening without binding.
3.Pull the buckle portion of the leg strap between the legs and connect it to the
opposite end of the leg strap. Repeat this step with the second strap.
4.After all the straps have been buckled, tighten all friction buckles so that the harness
fits snug but allows full range of movement.
5.If the harness contains a chest strap, pull the strap around the shoulder strap, fasten
in the mid-chest area and tighten to keep shoulder straps taut.
3.To remove the harness, reverse the above procedures.
Anchorage Points
An anchorage point must be capable of supporting 5,000 pounds per worker or a safety factor of 2 for a
complete system (which ever is greater). In some cases (e.g., horizontal lifelines) anchor points greater than
5,000 pounds will be needed. OSHA regulations state that a single anchorage connector can be used only for
one fall arrest system, unless the anchorage connector is certified for multiples of the 5,000 pounds rating. The
strength of a personnel fall arrest system is based on it being attached to an anchorage system that does not
reduce the strength of the system.
1.Make sure the anchorage is strong enough to withstand the fall-arrest force.
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2.Inspect the anchorage for damage before hooking up.
3.Ensure that there are no obstacles under the area where a worker will fall.
4.When selecting your anchor, allow for the free-fall distance, the deceleration distance of your equipment and
any distance your lifeline stretches. Check the manufacturer's data for equipment stretch and deceleration
distances. A maximum deceleration distance of 3’ (feet) is needed. Remember, the farther your attachment
to the lifeline is from the line's anchor, the more the line can stretch.
5.A shorter free-fall reduces your chance of falling into obstacles, being injured by fall-arrest force and
damaging your equipment. There are two ways to limit free fall:
Use a shorter lanyard between the lifeline and your body belt or harness.
Reduce the amount of slack in your lanyard by raising your tie-off point if a lifeline is used. Your tie-off
to the lifeline or anchor should be level with or higher than the connection to your belt or harness.
NEVER rig a system that would allow you to free-fall more than four feet.
6.Tying-off means connecting your harness to a secure anchor point by means of fall protection system
components such as lanyards. Tie-off before you get into a position from which you could fall. Follow
manufacturer's and Competent Person’s instructions on the best tie-off methods for your equipment.
7.Do not wrap lanyards around H or I beams; use a webbing lanyard or a beam wraps.
8.Double locking snap hooks help prevent rollout -when the snap hook opens accidentally. Snap hooks must
be sized to be compatible with the connectors to which they are attached. Connectors shall be forged,
pressed or formed steel with a corrosion-resistant finish, and all surfaces shall be smooth to prevent damage
to the interfacing parts of this system.
9.To avoid rollout:
Do not attach your hook to anything that could press it open.
Do not attach two snap hooks to each other.
Unless you have locking hooks designed for the following connections, do not attach your hook in any
of these ways:
1.Directly to a horizontal lifeline.
2.Directly to webbing, rope or wire rope.
3.Back onto its own lanyard.
4.To a D-ring that has another snap hook or other connector attached to it.
5.To any object whose size or shape would allow it to depress the snap-hook keeper.
D-rings should be large compared to hooks, so that the ring will reach beyond the hook's keeper,
rather than press against it. After you've attached any snap hook, make sure it is tightly closed and
rollout is impossible.
Positioning Device Systems
Work positioning systems are sometimes required for specialized tasks such as tower work. A positioning
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system is designed to hold and sustain a worker and limit free fall to 2 feet or less.
Personnel using positioning systems must adhere to the following:
1.Personal positioning belts and lanyards will only be allowed after they have been inspected and found
acceptable by the Competent Person.
2.Each employee shall inspect his or her positioning devices prior to each use for wear, damage, deterioration
and defective components. Any deficient components will be removed from service and given to the
Competent Person.
3.Positioning belts of any kind shall not be used as fall protection systems at any time.
4.Work positioning lanyards are to be attached to D-rings at the waist belt location and be supported by an
appropriate work belt/harness. Positioning lanyards shall not be of the shock absorbing type and shall not
be used for fall protection.
5.The positioning type lanyard shall limit fall potential to two feet (2') or less.
6.The positioning lanyard must always be backed up by a properly secured shock absorbing fall protection
lanyard or retractable lifeline for work at or above 6’ above a lower level.
7.While ascending or descending towers or other structures, 100% fall protection shall be maintained by
utilizing the shock absorbing double lanyard system or retractable lifeline reels.
8.Snap hooks on positioning lanyards shall be of the double action/locking type design. Simple spring resistant
hooks shall not be used.
9.All positioning belts/harnesses and lanyards shall be inspected at least monthly by the Competent Person.
10.Defective positioning belts/harnesses and lanyards shall be tagged "DEFECTIVE - DO NOT USE" and
immediately removed from service.
11.Positioning devices shall be secured to an anchorage capable of supporting at least twice the potential impact
load of an employee’s fall or 3,000 pounds, whichever is greater.
Lifeline Systems
Lifeline systems are points of attachment for fall protection lanyards and harnesses. Lifelines may be mounted
either vertically or horizontally and provide fall protection for personnel working in elevated areas.
1.Lifelines shall not be used for any other purpose than fall protection.
2.Lifelines shall be protected against being cut or abraded (i.e., softeners around lifelines at anchorage point).
3.Lifelines shall be inspected by the Competent Person at least weekly to ensure system and equipment
integrity.
4.Lifeline Placement/Installation
Use a complete system or the project will be required to design and engineer a system for their
particular needs. Approved engineered drawings must be kept on file at the project. All engineered
systems must be stamped by a registered professional engineer.
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Lifelines must be installed and used under the supervision of the Competent person.
5.Horizontal Lifelines
•Horizontal lifelines shall be designed, installed and used under the supervision of the
Competent Person, as a part of a complete personal fall arrest system or engineered system,
which maintains a safety factor of at least two. Approved engineered drawings mush be
kept on tile at the project. All engineered systems must be stamped by a registered
professional engineer.
If multiple persons are to be tied off to a cable, the cable and the anchor points are to be designed
such that the system can withstand all personnel falling simultaneously.
Cable systems shall be designed so that deflection cable is minimal in the event of a fall.
No more than 3 people can be tied off to horizontal lifelines between anchor points.
Softeners shall be used where lifelines contact sharp edges such as beam flanges.
6.Vertical Lifelines
Must have a minimum breaking strength of at least 5,000 pounds.
Each employee shall be attached to a separate lifeline.
Lifelines shall be protected against being cut or abraded. Softeners shall be used where lifelines
contact sharp edges such as beam flanges.
Use a complete system or the project will be required to design and engineer a system for their
particular needs. Approved engineered drawings must be kept on file at the project.
Only the Competent Person will be allowed to supervise installation.
7.Retractable Lifelines
Retractable lifelines are devices that when properly used, will serve to stop the free fall of an employee
prior to the employee striking a lower surface. These are ANSI approved devices that include self-
retracting web lanyards and retractalocks (“yo-yo”).
Retractable lifeline devices shall be attached to an anchorage point capable of supporting 3,000
pounds where the free fall distance is limited to 2 feet or 5,000 pounds where the free fall distance is
not limited to 2 feet.
Attachment of these devices shall be performed using shackles and wire cable chokers; rope is NOT
allowed.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 2 - Safety Plan
www.nationalroofingpartners.com APPENDIX 2 – SAFETY PLAN | 53
All slings, chokers, and shackles shall be inspected by the Competent Person daily with monthly
documentation.
Each retractable lifeline device shall be equipped with a rope tag line for extending the device to
elevations below the point of attachment.
A D-ring extender shall be attached to the back D-ring of the harness for connection to the retractable
lanyard.
Retractable lifelines shall be used to provide a fall protection system for structural steel work during
erection, and prior to installation of other fall prevention/protection systems.
Retractable lifeline systems shall be inspected, by a Competent Person, at least monthly.
Retractable lifelines devices shall only be installed by or under the direction of the Competent Person.
Retractable lifeline shall be attached directly to the full body harness. Attachment to a shock-
absorbing lanyard is not permitted.
8. Rope Grabs
Rope grabs are an ANSI-approved fall arresting device designed to slide along a vertical rope.
Synthetic fiber rope with a minimum tensile strength of 5,000 pounds shall be used as the
lifeline.
When feasible, the rope grab shall be at or above waist level.
Inspection
All fall arresting equipment must be visually inspected by the user prior to first use and daily. Fall
arresting equipment inspections shall be documented upon first use and at least monthly. If
defective conditions are found, remove the item from service immediately and notify your
supervisor for appropriate disposition of equipment.
Some mechanical devices, such as the Retractalock or Ropegrab, may require additional
certification per the manufacturer’s instructions. These devices shall be returned to the
manufacturer or designated representative, at the specified intervals for this certification. The
owner of this type of equipment shall ensure these inspections are completed and documented.
Maintenance/Storage
Harnesses may be wiped with a soapy sponge using a brisk back and forth motion. Rinse thoroughly
and completely with clear water and hang up to air dry.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 2 - Safety Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 APPENDIX 1 – SAFETY PLAN | 54
Fall arresting equipment shall be hung up or placed loosely in a clean, dry area. Fall arresting equipment
shall not be kept on the floor.
Work Practices
This section covers special requirements associated with using personal fall arresting equipment.
Climbing
Do not carry tools or other materials in your hands while using ladders or otherwise climbing. Tools
and materials shall be carried in a tool belt or lifted by a rope secured to a bucket and hoisted to the
work site.
Take special precautions when wet, icy or other slippery conditions exist.
Climb stairs such that at least one hand is free to use the handrail. Do not use both hands to carry tools or
materials.
Climbing on equipment such as drill rigs, cranes, on top of mobile equipment, or any other equipment
not specifically designed for climbing, unless rigged with fall protection, should be avoided. Climbing
on equipment not capable of supporting body weight is not permitted. Climbing of vertical beams is
not permitted.
Lanyard & Anchor Points
Use a double lanyard to achieve 100% tie-off at all times.
When not in use, lanyards should be wrapped around the body and attached to the harness to prevent
tripping or snagging. Do not drag the lanyard.
Attach lanyards to the best available anchor point capable of holding 5,000 pounds, preferably an
engineered anchor point. Do not attach to any piping unless it has been engineered to hold 5,000
pounds.
Choose an anchor point where attachment can be done without causing loss of balance or a body
position that would increase the risk of a fall.
Anchor points should be a least shoulder high and overhead, to reduce fall distance. Anchor points
should be free of sharp edges to avoid cutting the lanyard. When securing around a beam, or other
edged anchor point, a protective edge guard or beam wrap should be used to prevent abrasions.
Do not tie knots in lanyards. This will reduce the strength of the lanyard. Do not wrap lanyards around beams,
pipes, etc; use a beam wrap.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 2 - Safety Plan
www.nationalroofingpartners.com APPENDIX 2 – SAFETY PLAN | 55
Fall Hazard Requirements for Specific Work
WORK ON DESIGNED ACCESS WAYS/WORK SURFACES
Permanent Platforms & Approved Scaffolds
No personal fall arresting equipment is required when working on a platform/scaffold with proper
handrails, mid-rails, toe boards, and work surface. This does not apply to man lifts, scissor lifts or man
baskets.
When a person performs work outside of the guarded area, they must use a personal fall arrest system.
Caged Ladders <30’, Fixed Ladders <20’, Fixed Step Platforms
A personal fall protection system is not needed when climbing.
Do not carry tools or other materials in hands while climbing ladders.
Use the handrails on stairs. Do not carry materials in both hands.
If task is to be performed while on these designed access ways, use a personal fall arrest system.
Fixed Cage Ladders >30’, Fixed Ladders not caged >20’
A personal fall arrest system, such as a rail system mounted on the ladder, or a retracting device mounted
above the ladder is needed.
Portable Extension/Straight Ladders, Portable Step Ladders, Portable Step Platforms
Secure extension/straight ladders to fixed structure or anchor point.
If needed, secure portable stepladders to fixed structure or appropriate anchor point.
Do not carry tools or other materials in hands while on ladders.
If task is to be performed while on these access ways, then use a full body harness and secure the lanyard
to appropriate anchor point.
WORK ON ROOFS (TANK AND BUILDINGS)
Flat Roofs
Approved hand and mid-rails around the roof and/or work area are considered approved fall
prevention. A personal fall arrest system is not required as long as personnel are inside the handrails.
If structural integrity of the roof is known and acceptable, and work does not occur within 6 feet of the roofs
edge:
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 2 - Safety Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 APPENDIX 1 – SAFETY PLAN | 56
1.Personnel are not required to wear a personal fall arrest system.
2.The work area shall be barricaded or roped off.
3.Personnel shall travel directly from the point of entry to the work area and minimize time near the
roofs edge.
4.For all other situations, including working within 6 feet of an unguarded roofs edge, an approved fall
arresting system must be used.
MOBILE CRANE DECKS
Do not carry tools or other materials in hands while climbing onto or descending from equipment.
Utilize designed access ways to access the deck and cab.
Keep surfaces free of oil and grease.
For work, which requires personnel to leave the deck (i.e. boom assembly), use of a personal fall arrest
system is required when the fall potential exceeds 6 feet.
Personal Fall Protection Inspection Guidelines
A.WEBBING/ROPE, HARNESS, LANYARD, CABLE
Carefully check webbing at attachment points to buckles and “D” rings.
Check the shock absorbing section of the lanyard for ripped stitches.
B.BUCKLES, “D” RINGS, CONNECTORS, RETRACTALOCK, ROPELOCK
Check for:
Rough, sharp edges
Corrosion
Dents, distortions. Do parts move
freely.
The clasp on Ropelock or Retractalock should stop with a quick pull.
C.SNAP HOOKS; RIVETS; GATE LOCKING; KEEPERS; GATE KEEPER; SPRING
CONNECTORS
Ensure snap hook is double locking and moves freely.
Check for gaps in closure, sharp edges, burrs, distortion, cracks, corroded surfaces, and/or pitted
surfaces.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 2 - Safety Plan
www.nationalroofingpartners.com APPENDIX 2 – SAFETY PLAN | 57
D.LABELS
Each harness and lanyard should have a label showing manufacturing date.
Most manufacturers require harness/lanyards to undergo more thorough inspection at
periodic intervals, i.e. monthly. Understand your manufacturer’s requirements.
What to Do in Case a Fall Occurs
If a fall occurs, any employee hanging from a fall-arrest system must be rescued safely and quickly. The goal for
rescue is within 6 minutes. Subcontractors must provide for fast rescue of fall victims, which may include any or
all of the following:
Equipment that lets the victim rescue himself
A system for rescue by co-workers
A way of calling a trained rescue squad.
All good rescue systems involve advance planning. Before there is any risk of a fall, make sure you know the
rescue plan for the specific site. Find out what rescue equipment is available and see where it is located. This
can include ladders, hoists and man lifts. Learn how to use equipment for self-rescue and the rescue of others.
Call for help. Know whom to call for outside help and the fastest way of reaching them. You may have to call the
fire department, rescue squad and medical services. Any needed phone numbers must be posted at the jobsite.
Several things should be done during the rescue:
1.Provide fall protection for the victim and his/her rescuers.
2.Communicate with the victim and monitor him/her constantly.
3.Call any special rescue services when needed.
4.Other steps to take will depend on the circumstances. Some possibilities include:
5.Getting to the victim with rescue equipment, if this can be done safely.
6.Using ropes or a litter basket to lower him/her.
7.Moving the victim carefully, so that you don’t make head, neck, or back injuries worse.
If a fall occurs, all components of the fall arrest system should be removed from service and turned over to the
supervisor. A fall can substantially decrease the strength of all parts of the system; so all components should
be replaced after a fall.
FALL PROTECTION TRAINING GUIDELINES
Subcontractors will assure that each of their employees has been trained, as necessary, by the Competent
Person in the following areas. Training must be completed before the employee is assigned to work that
requires fall protection. Training subjects include:
1.The nature of the fall hazards in the work areas.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 2 - Safety Plan
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 APPENDIX 1 – SAFETY PLAN | 58
2.Personal protective gear worn by workers performing the job.
3.Connective devices that attach to the workers' protective gear, such as lanyards, rope grabs and
retractable lifelines.
4.Anchoring devices that support the entire weight of the system. Contact the Project Superintendent or
Safety Director if you have concerns about the anchor points.
5.The use and operation of guardrail systems and other fall protection methods specific to the project
(e.g., platforms and scaffolds).
6.The correct procedures for the handling and storage of equipment and materials and the erection of
overhead protection.
Retraining in fall protection must be conducted anytime there is a reason to believe that an employee does not
have the necessary knowledge and skills to comply with the program.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 3 - Quality Assurance (QA)/Quality Control (QC) Program
www.nationalroofingpartners.com APPENDIX 3 – QA/QC Program | 1APPENDIX 3 –Quality Assurance (QA)/Quality Control (QC) Program | Page 1
APPENDIX 3 -Quality Assurance (QA)/Quality Control (QC) Program
National Roofing Partners will implement a comprehensive QA/QC Program consistent with Roofing
Products and Services & JOC contract requirements.
A summary of specific elements of our QC/QC Program are provided below.
Monitoring of Work:
National Roofing Partners Partner Superintendent will continually inspect ongoing delivery-order work by
implementing inspection for each definable feature of work so deficiencies are not overlooked and
performance is in compliance with the contract and our self-imposed quality standards.
The Superintendent, in conjunction with National Roofing Partners Project Manager, will have
responsibility for reviewing compliance with drawings and specifications. In general, re-work or changes
that alter existing engineering drawings or specifications are required to be authorized in advance of
performance by the Superintendent and the TCPN member. Construction work, including work performed
by subcontractors, will be recorded on the QC Report as required.
This process begins with a meeting conducted by the Superintendent. The meeting will facilitate review
of critical contract requirements, plans and applicable specifications. Elements are listed below.
•Certification that materials and/or equipment are on-site, as submitted and approved, for the
definable feature of work
•Evaluation of required testing procedures
•Review of contract drawings
•Review of applicable specifications, reference codes and standards
•Assessment of hazards that may be encountered
•Review of inspection procedures for compliance
•Examination of work areas
•Discussion of initial control phase
•Inspection of required materials
•Review of proper sequencing of work
•Discussion of workmanship and quality standards
•Review of policies and procedures for controlling quality performance
•Analysis of deficiency trends as related to the definable feature of work
•Identification of potential safety hazards
•Review safety requirements and compliance with identified activity hazards
•Verification of TCPN members’ approval on work to be performed
The Superintendent will perform daily observations of work progress in the follow-up inspection phase
to review contract compliance and workmanship. Inspection results will be recorded on the QC
Report and will include identification of deficiencies, as necessary. Work not in compliance with
contract specifications or quality standards will require corrective action to bring the work into
conformance. Deficiencies are corrected prior to beginning the next definable feature of work.
Documentation of Deficiencies and Corrective Action
Upon identification of non-compliant work, the Superintendent takes corrective action to resolve the
issue before it becomes a problem and affects the outcome of the project. The non-compliant work is
recorded on the QC Report and is transmitted to TCPN members on a weekly basis. Once the
deficiency is corrected, further documentation is recorded on the QC Report to demonstrate
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 3 - Quality Assurance (QA)/Quality Control (QC) Program
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 APPENDIX 3 – QA/QC Program | 2 APPENDIX 3 –Quality Assurance (QA)/Quality Control (QC) Program | Page 2
resolution. When material, equipment or workmanship does not conform to contract requirements, the
Superintendent also initiates a Discrepancy Report and furnishes copies to all parties.
Additional QA/QC Reporting
The Superintendent maintains current records of QC activities and tests. Our records cover
conforming and defective features of work of in-house crews, subcontractors and suppliers and
include a statement that supplies and materials incorporated are in full compliance with the terms of
the contract. QC documentation also includes the items listed below.
Records indicate subcontractor performance, the number of personnel on-site, weather conditions
and delays encountered. An original and one copy of these records on an appropriate form are
furnished to TCPN members upon request The Superintendent is responsible for preparing, signing
and dating the form for transmittal to TCPN members. The Superintendent will provide proper
documentation to TCPN members on standardized forms.
The QC Report is used by the Superintendent to report daily QC activities of the prime contractor and
subcontractors. This form is submitted to TCPN members weekly. The QC Report and attachments
are submitted in duplicate on the first working day following the day covered by the report. The
Superintendent’s reports contain notations specifically defining the specifics of each day's activities
and notes compliance or non-compliance with previous phases, when applicable. Additional
documentation used by the Superintendent includes Materials Certification and Daily drawing of work
performed.
The National Roofing Partners Partner Superintendent conducts various meetings to facilitate
communication throughout the project to include subcontractors and TCPN members. At a minimum,
the following meetings will be scheduled to communicate project requirements, workmanship and
safety standards:
•QC Plan Acceptance Meeting –The purpose of this meeting is to discuss our policies and
procedures for quality throughout phases of performance—inception to completion. In
addition, the responsibilities and authorities of the Superintendent will be defined and
presented to establish a clear and open line of communication regarding quality issues.
Details discussed during this meeting will be integrated into our comprehensive QC Plan and
provided to TCPN members.
•Prior to beginning work, this meeting will review required preparatory items. During this
meeting, quality expectations will be defined and reviewed by the project team for compliance
with contract requirements. Specific safety concerns related to the definable feature of work
will also be addressed in an effort to prevent incidents. This will include the identification of
hazards that may be encountered on a specific jobsite.
•Pre-Job Meeting –This meeting will take place at the beginning of a definable feature of work
and include initial phase agenda items. TCPN members will be notified in advance of
preparatory and initial inspection phase meetings. Attendees will include the Superintendent
as well as critical subcontractors. Meeting minutes will be prepared by the Superintendent
and provided to TCPN members with the QC Report.
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 4 - Subcontracting Plan and/or Explanatoin of Applicable Affiliate Relationships
www.nationalroofingpartners.com APPENDIX 3 – QA/QC Program | 1Page 1
APPENDIX 4 -SUBCONTRACTING PLAN AND/OR EXPLANATION OF APPLICABLE AFFILIATE
RELATIONSHIPS
National Roofing Partners is a professional roofing trade organization, comprised of over 60 independent
commercial roofing companies throughout the U.S. This affiliation recognizes the need for complete
regional/national coverage of consistent superior service from the most reputable, trustworthy,
independent roofing contractors in the industry.
National Roofing Partners members are required to be a business that is actively engaged in the roofing
and waterproofing contracting industry. In addition, members must meet the following criteria:
•independently-owned and operated;
•recognized in the industry as consistently providing an elevated level of customer service;
•maintain membership in the National Roofing Contractors Association (NRCA);
•have maintained a record of stability during its years of operation;
•have demonstrated high standards of ethical business conduct;
•have been in business in the roofing and waterproofing contracting industry for not less than ten
years;
•have experienced construction personnel in its employ;
•be bondable;
•maintain a dedicated maintenance and repair service department or group and designate a
specific contact person for maintenance and repair –related services;
•be recognized by leading product manufacturers as a quality contractor in the roofing and
waterproofing contracting industry; and
•meet such other criteria as may be established from time to time by National Roofing Partners.
National Roofing Partners may add Member Contractors as market needs require. Potential members
may be recommended by existing members or customers. Prior to consideration of membership, a site
visit is required to review service capabilities, safety plans, and overall management commitment. Upon
completion of the site visit, National Roofing Partners’board of directors must approve the
recommendation. This process is consistent with both full Membership and Associate Membership levels.
Nationwide coverage is offered by a single call to National Roofing Partners which allows facility
managers the peace of mind both for the reactive roofing emergencies and proactive roof asset planning.
We dispatch the client’s call and provide all the follow up with an Account Management Team (minimum
of three team members) assigned specifically to the client. Our numerous locations nationwide, allows us
the ability to reduce travel cost while utilizing our internal systems to provide common and consistent
tracking along with Asset Management history for our clients. National Roofing Partners’communication
is second to none. We provide a Personalized Web Based Portal to track 100% of your roof inventory.
This includes roof diagrams, photos, budgets, and work order/invoice histories. Solving your roof leaks
forever is as easy as one call.
We currently have 6 small business Partners that can perform as Prime or Subcontractor as seen below
in Figure 1 –Small Business Partner Map,and are always looking to expand our Partner base with
HUBs, MWBE’s and SBE’s.W e understand the desire to have this available to TCPN Members and will
strive to add more.
(add map and certificates)
In addition, we will work closely with local architects and engineers to deliver this contract to our mutual
customer agencies and new customer agencies. The value is just as strong for architects and engineers
to use this delivery method, with the ability to have mutual customers work with both their trusted
designer / consultant and trusted roofing partner. We will work with them as we discover from Member
Agencies their preference to specific processes and firms by reaching out to the A/E firms to discuss the
Roofing Products, Services, and
Job-Order-Contracting Services
Solicitation No. 18-09
Appendix 4 - Subcontracting Plan and/or Explanatoin of Applicable Affiliate Relationships
621 E State Hwy 121 South, Suite 400, Coppell, TX 75019 | P: 866-537-6034 APPENDIX 3 – QA/QC Program | 2 Page 2
value of this contract and how it saves everyone time and money while ensuring quality. The best time to
do this will be during the Design Phase.
National Roofing Partners and Member Contractors will act as the prime contractor on any TCPN related
projects. A subcontractor plan will be submitted as required by TCPN members prior to the start of any
project. National Roofing Partners members, along with TCPN member organizations will review the
subcontractor plan prior to the start of the project. Modifications will be made as directed by TCPN
members to meet the requirement identified for the project.
January 6, 2023
Airia Austin, Director of Public Works
City of Opa Locka
780 Fisherman Street
Opa Locka, FL 33054
Re: Fleet Management Facility, 12950 NW 42nd Ave, Opa Locka, FL 33054
NRP CPN#: 180901-FL-024
Mr. Austin:
National Roofing Partners (NRP) and its local partner, PSI Roofing, have developed the following pricing proposal
for the Fleet Management Facility Bldg A project. This pricing proposal was develo ped in compliance with NRP’s
contract number 180901 with OMNIA Partners and includes the total cost to BUR over Perlite on concrete decking.
Attached is the Proposal & Scope of Wo rk which defines the work that PSI Roofing proposes to complete. The
project scope includes a manufacturer’s 10-year warranty for both material and workmanship, extended warranty
options are available at an additional cost, provided upon request.
Based on this scope of work, pr icing to complete the Fleet Management Facility project is $141,876.50. This
pricing is compliant with the OMNIA Partners' unit pricing.
All material is guaranteed to be as specified. All work will be completed in a workmanlike manner according to
standard roofing practices and in accordance with manufacturers specifications.
If this proposal is accepted, please see instruct ions for purchase order:
1.The purchase order will be issued to PSI Roofing, Inc.
2.The purchase order should be clearly marked “Per OMNIA Contract #180901-FL-024”
3.E-mail the purchase order and tax-exempt certificate, if applicable, in PDF format to:
a.abustillo@psi-roofing.com
b.CC: coop@rlnrp.com
4.Once we receive a P.O., a notice to proceed will be issued and work can begin at the member’s discretion.
If you have any questions or need additional information, please contact our office.
Best Regards,
Alex Bustillo
PSI Roofing, Inc.
792 NE 45th Street
Oakland Park, FL 33334
954-235-2802
Thank you for allowing us the opportunity to provide you with our proposal for the Fleet Management Facility. We
have included all necessary labor, equipment, and materials to complete the project in a safe and timely fashion.
FRONT ELEVATION:
Approximate Roof Area: 11,804 square feet
SCOPE OF WORK:
•Tear off to the concrete deck.
•Prime the deck with Asphalt Primer.
•Adhere one ply of 60 mil TPO Fleeceback to the concrete deck in a full mopping of hot asphalt.
•Install and strip in 26 Ga. Gravel Stop at the north and west sides of the building.
•Flash the parapet at the east side of the building a min. 8" up the inside, seal, terminate and install 26 ga.
stucco stop.
•Install and strip in 26 Ga. drip edge at the south side of the building.
•Install a .032 aluminum 6" box gutter continuously along the south side of the building.
•Install 3- 5" x 5" .032 aluminum downspouts at the existing locations.
•Install and flash 2 All Purpose Vents.
•Install split boots on three pipe legs.
•Upon completion, perform a general cleanup of the roof and grounds and dispose of it offsite.
PRICING:
$ 140,026.50 PRICE FOR SCOPE OF WORK ABOVE:
REQUIRED FL MATERIAL TAX: $ 1,850.00
TOTAL PRICE: $ 141,876.50
Pricing is valid for 3 0 da ys. The prices listed in the preceding table are an estimate for the services discussed.
Estimates are subject to change if project specifications are changed or costs for outsourced services change
before a contract is executed. This proposal is based on the use of Standard AIA Contract Documents. \
OVERVIEW OF SITE:
EXCLUSIONS:
-Mechanical, electrical, plumbing, communications, or data equipment modification, removal, or reinstallation work
unless specifically noted above. -Premium time or overtime unless specifically stated in scope of work. -Protection or
necessary modification of such items as electrical substations, transformers, or powerlines shall be the responsibility
of the owner to provide a safe working condition. -Structural changes to building and lightning protection systems. -
ACM abatement or testing. -Interior protection or cleaning of interior contents prior to, during, or after roofing
operations. -Any damage to building components under the roof decking because of mechanically fastening
components of this roof assembly as required by the manufacturer. -Engineering reports or investigations. -Mold,
fungus, or mildew remediation. -FM Global approval unless specifically listed in scope of work above. -Ponding water.
-Permits, unless specifically named above. -Any work or materials not specifically and clearly named above.
SAFETY:
Site safety set up will comply with OSHA standards. A preliminary site inspection prior to commencement of the
project will be completed to identify potential areas of hazard.
MISCELLANEOUS:
When installing highly reflective white roof coverings, construction debris, dust, or sediment will leave dirt on the new
covering. PSI Roofing will take care to minimize debris and foot traffic over the new roof covering, but some inherent
dirt will remain as a result of the construction process. Post-construction cleaning of the roof covering is not included
in this proposal unless specifically stated in the scope of work. If this proposal does not clearly state and include the
installation of a “full tapered” insulation assembly, ponding water may be present after completion of the roof system
and PSI Roofing shall not be held liable to remedy ponding water situations. Certain products used in the installation
of roofing materials emit odor. Products in this category include, but are not limited to, asphalt, adhesives, primers,
etc. Mechanical units, intake vents and other air drawing equipment may be required to be shut down by the owner
during certain times of construction if interior space is sensitive to odors.
TERMS & CONDITIONS:
This proposal packet is not intended to take the place of a construction contract. Contract and payment terms will be
negotiated and agreed to separately by PSI Roofing, Inc. and the City of Opa-Locka. Any alteration or deviation from
the scope of work or specifications involving extra costs, will be executed only upon written orders, and will become
an extra charge over and above the estimate. All warranties to be issued upon completion of contract. Those who
work on your property or provide materials and services and are not paid in full may have a right to enforce their claim
for payment against your property through a construction lien.
Thank you for taking to time to read and understand our proposal for this outstanding project and please do not
hesitate to contact us at any time if you have any questions.
City of Opa-Locka
780 Fisherman Street
Opa-Locka, FL 33054
621 East State Highway 121
Suite 400
Coppell, TX 75019
6-Jan-2023 CPN: 180901-FL-024
Category -$
Category 12,272.00$
Category -$
Category 70,780.00$
Category -$
Category 3,528.00$
Category -$
Category -$
Category -$
Category 61,946.29$
Category -$
Category -$
148,526.29$
(6,649.79)$
141,876.50$
Item No.UOM Price Qty Total
-$
- -$
12,272.00$
1 SF 0.52 23,600 12,272.00$
-$
- -$
70,780.00$
1 SF 0.86 12,100 10,406.00$
19-1 SF 0.42 11,800 4,956.00$
19-12 - -$
19-12b SF 4.26 12,100 51,546.00$
21-09 SF 0.32 12,100 3,872.00$
-$
- -$
3,528.00$
29 LF 1.54 480 739.20$
29b LF 5.81 480 2,788.80$
-$
- -$
-$
- -$
-$
- -$
61,946.29$
19-35 SF 0.33 11,800 3,894.00$
19-42 %25%1,500 1,875.00$
19-45 %25%16,000 20,000.00$
19-46 %7%122,749.00 8,592.43$
19-52 %14%122,749.00 17,184.86$
21-28 - -$
21-28c Day 520.00 20 10,400.00$
-$
- -$
-$
- -$
148,526.29$ Line Item Total
Discount
Pricing Summary by Category
Subtotal
Subtotal
Subtotal
Subtotal
Subtotal
Subtotal
Subtotal
Demolition of roof insulation, per inch of depth
Proposal Price
Line Item Total
Woodwork
Standing Seam Metal Roof System
Roof Specialties and Accessories
Roof Services
Field Personnel
Project Manager
Remove built-up roof, multi-ply aggregate, non-asbestos, 1" thick or less
Equipment; fork lift
Equipment; other
Multiplier; project safety and fall restriction
Multiplier; total roof area < 20,000 sq ft
Woodwork
Standing Seam Metal Roof System
Roof Specialties and Accessories
Roof Services
General Cost Factors
Additional Line Items
Description
Remove metal edge, gravel stop, eave strip, or coping
LINE ITEM PRICE ESTIMATE
Detailed Line Item Breakdown
Water Resistant Roofing
Insulation
Roof Tiles and Shingles
Roofing and Roof Restoration
Masonry
Metal Work
Project Name:
Fleet Management Facility
Project Address:
12950 NW 42nd Avenue
Opa-Locka, FL 33054
Subtotal
Subtotal
Subtotal
Subtotal
Subtotal
Water Resistant Roofing
Insulation
Roof Tiles and Shingles
Roofing and Roof Restoration
Masonry
Metal Work
General Cost Factors
Additional Line Items
Manufacturer's warranty, re-roof, 20 year
Sweep roof surface
Single ply roof system; PVC, 60mil
fully adhered
Single ply roof system, PVC membrane upcharge, fleeceback
Gravel stop, galvanized steel, 24 gauge, 6" face