Loading...
HomeMy WebLinkAbout2025-337-E-AMS-Brady Services-TAB for RTU 2 & 3Revised 01/24 ORANGE COUNTY CHANGE ORDER REQUEST NORTH CAROLINA ______________________________________________________________________________________________________________ Date: 06/10/2025 Project: Passmore HVAC Replacement Change Order No. 1 Department: AMS Department Address: 306 Revere Road, Hillsborough NC 27278 Project: Passmore HVAC Replacement Contractor: Brady Services, Inc Contractor Address: 2025 16th Street, Greensboro, NC 27405 Effective date of original contract: 06/19/2025 This change order increases decreases the contract time by 136 days. Check here if no impact to contract time . Will this change order impact the date of substantial completion? Yes No. If yes, the amended date of substantial completion is: June 30, 2025 _______________________________________________________________________________________________________________ Full Description of Change: Provide TAB for RTU 3 and RTU 2. Reason for Change: This work was previously not included within the scope of work. This work is being added to ensure that the new controls installed for the terminal boxes are control to the appropriate air volume. _______________________________________________________________________________________________________________ Original contract sum: $ 405,465.00 Contract sum prior to this change order: $ 405,465.00 Amount of this change order: $ 3,500.00 Total sum of the contract including this change order: $ 408,965.00 _______________________________________________________________________________________________________________ This change order is executed to amend the contract time or contract sum. It shall not be construed to impact the original contract, project, services, or work in any other manner. All other terms of the Original Contract remain in effect. Approved and executed this 16th day of June, 2025. _______________________________ _____________________________ _____________________________ Contractor Owner Architect (when retained) By:____________________________ By:___________________________ By:___________________________ Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 Asst. Corporate Secretary 6/11/2025 County Manager 6/17/2025 Revised 01/24 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Brady Services, Inc. Vendor Contact Person: Kevin Lynn (Kevin.Lynn@bradyservices.com) Phone: 984.867.7653 Address: 2025 16th Street City Greensboro State: NC Zip: 27405 Department: AMS Amount: $3500.00 Purpose: TAB for RTU 2 & 3 Budget Code(s): 61370035-800000-11002 Vendor # 35152 Vendor Status with NCSOS: Current - Active Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 6/19/2024) (Most Recent Amendment 06/10/2025) Effective Date 06/19/2024 End Date 06/30/2025 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: 06/18/2024); Made or Administered by AMS Signature Authority - BOCC Express Delegation (Agenda Date: 06/18/2024) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: 11002) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this pro ject has not been initiated prior to execution of the agreement; OR This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer___________________________________ Date: _________ Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer ____________________________________ Date: _________ Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney __________________________________________Date: ________ Clerk to the Board All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 6/11/2025 6/15/2025 6/16/2025 6/17/2025 Proposal Orange County Passmore Center 103 Meadowlands Dr. Hillsborough NC 27278 Proposal Number 525045 - JV Attention: Angel Barnes Kevin Lynn Brady Services Vertical Market Leader <<984-867-7653>> <<kevin.lynn@bradyservices.com>> 24 Hour Emergency Service (800) 594-3010 bradyservices.com Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 Page 2 of 7 Brady is headquartered in Greensboro, North Carolina with locations in Raleigh, Durham, Fayetteville, and Wilmington. Founded in 1962 by Chairman Don Brady, the company remains a family owned enterprise, today employing over 450 Associates. Solving complex building problems takes expertise, innovation and dedication. As a leading Trane® independent office, we sell, service, repair, and maintain HVAC equipment for our mission-critical customers. Our team brings efficient, reliable, and secure building solutions throughout central and eastern North Carolina. Our Core Values Efficient Service Because we specialize in the installation of chillers, cooling towers, and packaged HVAC systems, we work closely with our Trane equipment engineers to select the right equipment for your specific application. Commitment to Quality Highly qualified associates make your installation quick and trouble-free. All of our associates participate in customized education programs designed to help them master their chosen trade. Services Offered We provide solutions for a wide variety of HVAC needs, from upgrading old equipment to designing your new comfort or process solutions. Brady also offers core classes and customized training to meet your needs, as well as webinars and online learning opportunities. Company Profile Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 Page 3 of 7 Thank you for choosing Brady as your HVAC support partner. We are committed to working with you to ensure your building serves the needs of your organization. We appreciate the opportunity to provide you with a proposal for the services as detailed in the following pages. Any revision or request of change to scope of work by the owner at a later date would be subject to price review at that time. General Scope of Work Scope of Work Brady’s subcontractor, The Phoenix Agency of NC, will perform TAB for the following RTUs listed below. This proposal shall serve as a change order to the Brady Construction Services contract for the Passmore HVAC project. RTU3:  1 terminal box RTU 2:  4 terminal boxes  1 relief damper Clarifications All work is based on straight time hours: Monday through Thursday from 7:00 am to 5:30 pm. The selected and quoted equipment for this proposal is based on like for like change out and does not reflect a change in capacity or load calculation for the area this unit serves. Any code deficiencies related to the existing conditions not specifically identified in our proposal is not included in our scope of work. Unforeseen conditions related to the owner’s equipment or building that adversely impact on the cost of the project may result in additional changes. This proposal is subject to cancellation by Brady in the event of any contract or purchase order related to this proposal contains a provision that requires Brady to comply with any guidance for contractor or subcontractor workplace locations published by the Safer Federal Workplace Task Force. This proposal is subject to cancellation by Brady in the event Brady is unable to perform due to inability to secure qualified subcontractors willing to comply with any guidance for contractor or subcontractor workplace locations published by the Safer Federal Workplace Task Force, or Brady’s inability to comply with such guidance. Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 Page 4 of 7 Green Building Initiative To encourage the implementation of energy efficient building systems, including HVAC systems, Section 179D of the Internal Revenue Code provides for tax deductions for qualifying improvements. Owners subject to federal income taxes are advised to consult their tax advisors for additional information. In the case of Owners not subject to federal income tax, Section 179D provides for the allocation of the tax deduction to the designer of the energy efficient building system as an additional incentive to incorporate the most efficient system affordable. Brady is the designer of the system described in this Proposal. Accordingly, once the energy efficient building system is placed into service, it is understood and agreed that the tax deduction granted pursuant to Section 179D of the Internal Revenue Code will be allocated to Brady, in consideration of which Brady will use its best efforts to maximize the energy efficiency of the system being contracted. Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 Page 5 of 7 Delivery Terms: Payment Terms: Net:30 Total Net Price:$ 3.500.00 Clarifications and Exclusions:  All prices INCLUDE Use Tax on materials only. NC Sales tax is EXCLUDED from above sell price subject to satisfactory completion of North Carolina Department of Revenue Form E-589CI, Affidavit of Capital Improvement, OR E-595E, Streamlined Sales and Use Tax Agreement Certificate of Exemption.  Link to a web-fill Pdf of the E589CI form https://files.nc.gov/ncdor/documents/affidavits/e589ci_webfill.pdf  Link to a web-fill Pdf of the E-595E form. https://www.ncdor.gov/e595e-4-2022-webfillpdf-0/open  Freight is included.  This proposal may be subject to fuel and material surcharges at the time of acceptance.  All work will be performed in compliance with all OSHA and customer safety guidelines.  Brady may withdraw this proposal and re-submit if not accepted within 10 days from issue date. Customer Acceptance Customer Name: Customer Signature: Date: Purchase Order No.: Terms, Pricing, and Acceptance Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 Page 6 of 7 Duke Energy Rebate Program If Duke Energy is your utilities provider ask Brady how we can help you participate in Duke’s Smart Saver program for Rebates and Incentives when replacing your HVAC equipment with high-efficiency equipment and lighting. If your company is eligible to participate, these rebates and incentives can be assigned to you, the owner, or to Brady to help offset the first cost of your project. You will see the benefits of the energy savings for many years. Brady will file the online application for any rebates or incentives that apply with the program on your behalf. 3D Point Cloud Scanning Instructional Video 3D Point Cloud Scanning is creating remarkable opportunities for retrofitting and mechanical documentation. This technology is used in the development of design prefabrication drawings for a customer and allows them to view a map of the final installation before the project even begins. Due to the extensive measurements created from the 3D Point Cloud Scanning, a majority of the work can be completed off-site, significantly shortening the installation duration on-site compared to conventional approaches. Brady is committed to staying at the forefront of innovation and will continue to implement tools like this to serve our customers more effectively. Check out our informational video: https://youtu.be/k2q4Gp_0DAw Work Area Brady should have free and clear access to the work area. All work is to be continuous any project delays requiring Brady to leave and remobilize to the site could add additional cost to the project. All Brady personnel and subcontractors shall take all means necessary to ensure that all debris are disposed of, and the work area is kept clean to guard against fire and safety hazards as well as to provide a more efficient work area. Safety Brady provides multiple safety training opportunities for our Associates to increase knowledge and communicating experience concerning workplace health and safety, in order to build their competence in hazard recognition and control. On an ongoing basis, Brady conducts OSHA 10 hour course for all field associates and 30 hour course for all superintendents as well as conducting concentrated training on all specific safety topics related to our industry. Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 Page 7 of 7 Brady’s site superintendent will advise your designated point of contact of any work which may affect the safety of your personnel, process, products or property. Our safety coordinator will conduct periodic audits of our operations. This includes continuous housekeeping and safety reviews of the work area. Brady excludes any testing, identification, removal, or disposal of hazard materials such as but not limited to asbestos. Project Turn Over Brady will hold a preconstruction meeting with the owner’s designated personnel to discuss and review the project scope of work, discuss any long lead items, and conduct a site visit before work begins. It shall be the owner’s responsible to inform Brady of any special sequencing or phased construction requirements, special hours for construction based on owner building occupancy, and/or delivery time line as related to project start and completion dates. The owner is responsible for informing Brady of any facility security regulations and requirements, parking arrangements, requirements for entering and leaving the facility, special rules regarding personnel, vehicles, tools and equipment, and hazard materials on site that we may come in contact with or working in close proximity to. Project Close Out After competition of project and prior to turning the area and equipment over to the owner, a final inspection shall be conducted by the owner’s designate personnel and Brady's onsite superintendent to ensure project has been completed to the owner’s standards. Confidentiality Disclosure The contents of this document are considered proprietary and confidential. This information is to be maintained in confidence and should not be disclosed to others including but not limited to, competitors, customers and suppliers. Any unauthorized use, disclosure or duplication of this information without written consent of Brady is strictly prohibited. Equipment Coverage and Services Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 9/26/2024 Scott Insurance 400 Bellemeade Street,Suite 201 Greensboro NC 27401 Amy Summers 336-510-0075 asummers@scottins.com Zurich American Insurance Company (A+)16535 BRADY-7 Houston Casualty Company (A++)42374BradyServicesHoldingsInc,MMK,LLC,Brady Trane Service Inc, Brady Services Inc,Brady Sales &Services Inc,Brady Parts Inc, Brady Integrated Security Inc, J.Brady Contracting,Inc,Icon Boiler,Inc PO Box 13587,Greensboro NC 27415 XL Specialty Insurance Company (A+)37885 QBE Specialty Insurance Company (A)11515 Arch Specialty Insurance Company (A+)21199 Travelers Excess and Surplus Lines Company (A++)29696 152628666 B X 2,000,000 X 300,000 10,000 2,000,000 4,000,000 X X Y HCC2469342 10/1/2024 10/1/2025 4,000,000 A 2,000,000 X X X X Comp:$500 X Coll:$1,000 Y BAP3433330 10/1/2024 10/1/2025 Hired Physical Damage 100/1,000 D E F X X 5,000,000 X 140002016 UXP1056544-00 EX-4S291802-24-NF 10/1/2024 10/1/2024 10/1/2024 Y 10/1/2025 10/1/2025 10/1/2025 5,000,000 X 0 $10M x $5M Excess 10,000,000 A X N Y WC3433328 10/1/2024 10/1/2025 1,000,000 1,000,000 1,000,000 B C Professional &Pollution Liab Builders Risk/Installation Fltr Leased &Rented Equipment HCC2469342 UM00145642MA24A 10/1/2024 10/1/2024 10/1/2025 10/1/2025 5,000,000 per occ/agg 2,000,000 Limit Limit 35,000 ded 5,000 ded 200,000 Orange County,its officers,official agents,and employees are additional insured with regards to General,Auto and Umbrella liability if required by written contract.A waiver of subrogation as respects workers compensation applies in favor of the Certificate Holder if required by written contract.30 day notice of cancellation will be provided to the certificate holder except for nonpayment of premium. Orange County North Carolina PO Box 8181 Attn:Risk Management Hillsborough NC 27278 Docusign Envelope ID: 8CA14150-9530-4A99-BD60-9C85B08D1654