Agenda 07/10/2018 Item #16C1007/10/2018
EXECUTIVE SUMMARY
Recommendation to award Request for Proposal #18-7313, “HVAC Replacement and New
Installation” to United Mechanical, Inc., Juice Technologies, Inc. d/b/a Plug Smart and DCI
Systems Group, Inc., for HVAC replacement and new installation services for anticipated annual
services in the estimated amount of $3,000,000 annually, and to authorize the Chairman to execute
the Agreements with awarded contractors.
OBJECTIVE: To obtain HVAC Replacement and New Installation Services in a fair and c ompetitive
manner in accordance with the Procurement Ordinance.
CONSIDERATIONS: The Division of Facilities Management is responsible for the management of
County wide HVAC equipment. Contractors utilized by Facilities Management provide the proper
HVAC replacements and new installation services for the County owned and operated HVAC systems.
The County publicly advertised Request for Proposal (RFP) #18-7313 HVAC Replacement and New
Installations on February 7, 2018. Staff sent out five thousand, two hundred, seventy-eight (5,278)
notifications, contractors downloaded eighty-one (81) solicitation packages and the County received four
(4) proposals by the March 9, 2018 due date. Staff determined one proposal was non-responsive and non-
responsible.
On April 20, 2018, the Selection Committee reviewed the proposals and ranked them as follows:
Respondents:
Company Name City County State Final
Ranking
Responsive/
Responsible
United Mechanical, Inc. Fort Myers Lee FL 1 Yes/Yes
Plug Smart Bonita Springs Lee FL 2 Yes/Yes
DCI Systems Group, Inc. Miami Dade FL 3 Yes/Yes
Air Mechanical &
Services Corp.
Tampa Hillsborough FL Non-
Responsi
ve
No/No
After the selection committee meeting, staff identified the need to have multiple contractors on-call to
ensure services are provided countywide in a timely manner. Therefore, staff is applying Section 12 of
the Collier County Procurement Ordinance, Reserved Rights, and is recommending issuing contracts to
all three responsive and responsible contractors. Staff, as indicated in the solicitation will be requesting
quotes from all three firms for all work.
FISCAL IMPACT: Funds are available in the Division of Facilities Management Operating Budget
001-122240 and other user division cost centers.
LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority
vote for Board approval. -SRT
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
Executive Summary.
RECOMMENDATION: To award RFP #18-7313, “HVAC Replacement and New Installations,” to
16.C.10
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07/10/2018
United Mechanical, Inc., Juice Technologies, Inc. d/b/a Plug Smart and DCI Systems group, Inc., for
HVAC replacement and new installation services, and to authorize the Chairman to execute the attached
Agreements.
Prepared By: Miguel Carballo, CFM, Manager of Facilities, Division of Facilities Management
ATTACHMENT(S)
1. 18-7313 NORA signed (PDF)
2. 18-7313 Solicitation (003) Final (PDF)
3. 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (PDF)
4. 18-7313 DCISystems_VendSign_Contract (PDF)
5. 18-7313 United Mechanical_ Contract_VendSign (PDF)
6. 18-7313 Final Ranking (PDF)
7. DCI Systems Group, Inc. (PDF)
8. Plug Smart (PDF)
9. United Mechanicals Proposal (PDF)
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07/10/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.C.10
Doc ID: 5938
Item Summary: Recommendation to award Request for Proposal #18-7313, “HVAC
Replacement and New Installation” to United Mechanical, Inc., Juice Technologies, Inc. d/b/a Plug Smart
and DCI Systems Group, Inc., for HVAC replacement and new installation servi ces for anticipated annual
services in the estimated amount of $3,000,000 annually, and to authorize the Chairman to execute the
Agreements with awarded contractors.
Meeting Date: 07/10/2018
Prepared by:
Title: – Facilities Management
Name: Linda Best
06/18/2018 9:34 AM
Submitted by:
Title: Deputy Department Head – Solid and Hazardous Waste
Name: Dan Rodriguez
06/18/2018 9:34 AM
Approved By:
Review:
Facilities Management Linda Best Additional Reviewer Completed 06/18/2018 9:41 AM
Public Utilities Operations Support Joseph Bellone Additional Reviewer Completed 06/18/2018 12:35 PM
Solid and Hazardous Waste Dan Rodriguez Additional Reviewer Completed 06/18/2018 1:20 PM
Procurement Services Stephanie Cales Level 1 Purchasing Gatekeeper Completed 06/18/2018 1:25 PM
Facilities Management Miguel Carballo Additional Reviewer Completed 06/18/2018 2:02 PM
Procurement Services Sandra Herrera Additional Reviewer Completed 06/19/2018 3:51 PM
Procurement Services Evelyn Colon Additional Reviewer Completed 06/19/2018 5:18 PM
Procurement Services Ted Coyman Additional Reviewer Completed 06/19/2018 5:41 PM
Procurement Services Swainson Hall Additional Reviewer Completed 06/21/2018 1:34 PM
Public Utilities Department Sarah Hamilton Level 1 Division Reviewer Completed 06/21/2018 4:35 PM
Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 06/22/2018 8:20 AM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 06/22/2018 10:00 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 06/22/2018 12:07 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/22/2018 1:47 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 06/26/2018 10:25 AM
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07/10/2018
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 07/02/2018 1:24 PM
Board of County Commissioners MaryJo Brock Meeting Pending 07/10/2018 9:00 AM
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cffi*covmty%
Administrative Seryices Depadment
Procurement Services Division
Date:
Notice of Recommended Award
Solicitation: 18-7313 Title: HVAC Replacement and New lnstallations
Due Date and Tlme: March 8′2018 at 3:00PM
Utilized Local Vendor Preference: Yes No
Recommended Vendor(s) For Award: On February 7,2078 solicitation 1,8-7373 HVAC Replacement and New
lnstallations was advertised publicly. 5278 notifications were sent, 81 solicitation packages were downloaded
and four proposals were submitted by the due date of March 8, 2018. One was found to be non-responsive
and non-responsible, as listed above. On April 2A,20tB the selection committee met and ranked the
contractors as followsr
United Mechanical, lnc. ranked as 1
Plug Smart ranked as 2
DCI Systems Group, lnc, ranked as 3
Staff is applying Section 12 of the Collier County Ordinance, Reserved Rights and will be issuing contracts to all
three responsive and responsible contractors.
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Respondents:
Company Name Clty County State Final Rankine Responslve/Responsible
United Mechanical, lnc.Fort Myers Lee1 Yes/Yes
Plug Smart Bonita Springs Lee2 Yes/Yes
DCI Systems Group, lnc.Miami Dade3 Yes/Yes
Air Mechanical &
Services Corp.
Tampa Hillsborough Non-
Responsive
No/No
Required Signatures
Procurement Strategist: Evelyn Colon, Procurement Stra
/恣 ブ_Date
16.C.10.a
Packet Pg. 1336 Attachment: 18-7313 NORA signed (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
REQUEST FOR PROPOSAL (RFP)
FOR
HVAC REPLACEMENT AND NEW INSTALLATION
SOLICITATION NO.: 18-7313
NAME, PROCUREMENT STRATEGIST
PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FLORIDA 34112
TELEPHONE: (239) 252-xxxx
email@colliergov.net (Email)
This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations
to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any
subsequent award, or any other legal remedies available to the Collier County Government.
16.C.10.b
Packet Pg. 1337 Attachment: 18-7313 Solicitation (003) Final (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
SOLICITATION PUBLIC NOTICE
REQUEST FOR PROPOSAL (RFP)
NUMBER:
18-7313
PROJECT TITLE: HVAC REPLACEMENT AND NEW INSTALLATION
LOCATION: PROCUREMENT SERVICES DIVISION, CONFERENCE ROOM A, 3295
TAMIAMI TRAIL EAST, BLDG C-2, NAPLES, FLORIDA 34112
PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FL 34112
All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System:
https://www.bidsync.com/bidsync-cas/
INTRODUCTION
As requested by the facilities Management Division (hereinafter, the “Division”), the Collier County Board of County Commissioners
Procurement Services Division (hereinafter, “County”) has issued this Request for Proposal (hereinafter, “RFP”) with the intent of
obtaining proposals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or
attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated.
The results of this solicitation may be used by other County departments once awarded according to the Board of County
Commissioners Procurement Ordinance.
The County is soliciting the most qualified Firm(s) for an annual contract for HVAC replacements, and new installations. Work may
include HVAC and/or energy management services for construction, retrofit, and/or maintenance services on any County facility
involving any of the systems, services or products. Historically, County departments have spent approximately three million dollars
($3,000,000) annually, however, this may not be indicative of future buying patterns.
BACKGROUND
Collier County, located in southwest Florida, is the largest county by land area in the state. The county seat is in East Naples, where
the county offices were moved from Everglades in 1962. The county area is over 2,300 square miles with an estimated population of
over 350,000. The county has experienced steady growth over the past few years through visitors and residents alike. Thus, the
infrastructure and county facilities will continue to expand to meet the needs of the county. The County owns 933 buildings of various
uses comprising more than 4.5 million sf of gross floor area. Systems and equipment vary widely, some facilities served by a central
chiller plant, others served by packaged rooftop units, and others served by split-system units, and/or combination of any of the
foregoing. Facilities include office buildings, public meeting spaces, park facilities, swimming facilities, secure facilities, detention
facilities and public utility infrastructure, among others. Controls systems range from integrated building automation systems with
central monitoring to independent localized thermostatic control.
TERM OF CONTRACT
The contract term, if an award(s) is/are made is intended to be for three (3) years with one (1) two (2) year renewal option. Prices
shall remain firm for the initial term of this contract.
Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure.
DETAILED SCOPE OF WORK
The awarded Contractor(s) shall use qualified technicians to complete all work in accordance with the requirements specified in the
bid. Technician credentials may be requested by the County. The technicians shall be experienced in all facets of HVAC systems and
related control systems. Experience shall include, but not be limited to, installation, maintenance, test and balance of chiller water
and air handlers and operation of all related systems.
The Contractor(s) shall be competent in the replacement and installation of equipment including, but not limited to:
chiller/pumps/cooling towers/ heat exchanger, boiler plants, smoke-evacuation systems, direct cooling systems, constant and variable
volume airside systems, variable primary/ secondary/tertiary hydronic systems, thermal storage, packaged DX systems, split DX
systems, exhaust fans, dehumidification systems, dedicated outside air systems, variable refrigerant systems, and computer room air-
conditioners.
When the County adds, repairs, or replaces HVAC equipment, the mechanical and control work must interface with the existing
16.C.10.b
Packet Pg. 1338 Attachment: 18-7313 Solicitation (003) Final (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
front-end controller where practical. The Contractor shall evaluate the controls needs based on the scope of the project, functionality
of the controls, and the age of the equipment. In many instances, the existing front-end controller is Johnson Controls Metasys®.
Therefore, the qualified Firm(s) must be familiar with this system and must be competent in HVAC building automation system
integration. All new controls will be BTL Certified, native BACnet protocol devices. All new and existing controllers shall be
integrated via open BACnet protocol hardware and software tools into the existing controls system.
The County reserves the right to order such services from selected Firm(s) as may be required during said period, but does not
guarantee any minimum or maximum services to be ordered during the period specified. Work service assignments shall be at the
sole discretion of the County. This policy is subject to modification by the Board of County Commissioners. Should a modification
be made in the current policy, the County reserves the right to modify the selection method.
In addition, the selected vendors shall be available to provide training at the request and schedule of the owner. The vendor shall have
an established training program defined and references from previous customers. The training program shall engage a factory-
authorized service representative with complete knowledge of the equipment and control system with project-specific examples and
experience. The training program shall be an ongoing program to include the latest technologies and updates with access to video
playback of content specific training guides. This will allow new and current maintenance personnel to revisit specific content at any
time.
The contract is classified as fixed-term Countywide Agreements for HVAC Replacements and New Installations which will be utilized
on an as-needed basis. Assignments shall be implemented with Work Orders.
• For work anticipated to be less than $100,000: the department, at their discretion, may request proposals from all firms on
contract in accordance with the current work order distribution procedures, or conduct a separate solicitation.
• For work anticipated to be over $100,000 and up to $300,000: the department may, at their discretion, use the Firm(s) in the
next rotation order, request a waiver of rotation, request proposals from all firms on contract in accordance with current work
order distribution procedures or conduct a separate solicitation.
• For work anticipated to be over $300,000: The County will open this work for all qualified Firms to bid.
This policy is subject to modification by the Board of County Commissioners. Should a modification be made in the current policy;
the County reserves the right to modify the selection method. The contracts are classified as fixed-term Countywide Agreements for
various and miscellaneous HVAC services which will be utilized on an as-needed basis. Assignments shall be implemented with
Work Orders. Should any project that is active on a work order extend past the contract termination date, that work order shall be
active and extended as necessary until completion of such project.
Construction
1. Contractor(s) must ensure proper installation of all HVAC equipment, per relevant standards and/or guidelines.
2. Contractor(s) must provide and install any controls system components necessary to provide the County with a fully
functioning system. County must have sufficient control of all components after construction, and must have the ability
to obtain status updates, alarms/alerts, history/trend data logs, and generate reports of all new components
installed/repaired by Contractor.
3. Contractor(s) must provide the County with training of any new system installed. The training program shall engage a
factory-authorized service representative with complete knowledge of the equipment and control system with project-
specific examples and experience.
4. Contractor(s) is responsible for providing any bond forms for projects over $200,000, construction specifications, and
bidding documents, if necessary.
5. Contractor(s) must have, at minimum, the following Licenses and Certifications per Florida Statutes 489.105, and
provide prior to the award of the contract:
a. State of Florida registration.
b. General Contractor’s license
c. Class “A” Air Conditioning Contractor’s license.
d. Mechanical Contractor’s license.
6. If Contractor(s) is to use any Sub-Contractor(s) during construction, the Contractor(s) is fully responsible to ensure that
the Sub-Contractor(s) has the sufficient insurance, Licenses, certification, etc. for work with the County.
7. Contractor(s) must provide disposal and recycling of all equipment and materials, including any existing systems that
may be removed and/or replaced.
8. Upon close out of the project, Manufacturer/Labor and extended warranties will be provided to the County.
Basic Services
The selected Firm(s) may be required to complete basic services to ensure full life of equipment. These services may include, but are
not limited to:
16.C.10.b
Packet Pg. 1339 Attachment: 18-7313 Solicitation (003) Final (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
1. Provide support, service, and upgrades for the controls system. Maintain central control of monitoring equipment
through dedicated communication line.
2. Provide support when requested for any system which may include, but is not limited to: chiller plant equipment
including thermal ice storage, centrifugal and screw chillers, chilled water loop systems (pipes, valves, pumps, sensors,
fixtures, etc.), cooling towers, dehumidification systems, steam/hot water boiler systems, and DX equipment.
3. Provide diagnostic and remediation services for indoor air quality and air conveyance systems and lab analysis for
materials related to indoor air quality.
4. Training associated with new equipment for O&M as required, as well as necessary literature.
Project Management
The selected Firm(s) is to provide assurances of quality work throughout the project phases and maintain records of work and costs.
1. During construction, the selected Firm(s) must provide:
a. Oversight of construction to ensure quality of work that is compliant with any relevant industry standard and/or
guideline
i. Contractor(s) to ensure work matches design. If any changes are made to the design, they must be
clearly documented.
b. Supplemental drawings, when required
c. Qualified Sub-Contractor(s) (full responsibility of the Contractor)
d. Measurement and Verification upon completion
2. Liability Insurance
a. Insurance coverage shall conform to minimum requirements according to the County
b. All insurance policies shall be executed through insurers authorized or eligible to write policies in the State of
Florida
3. Time table
a. If at all possible, construction must not interfere with the County’s regular work hours. Work may be limited
to after work hours. Therefore, project schedule must be provided to County for approval.
b. Any project not completed by contracted time shall be continued until completion.
4. Budgetary estimates
a. Contractor(s) to provide itemized cost of labor, materials, and equipment.
b. Contractor(s) must include any projected O&M costs, and any other fees that may be associated with project
implementation.
c. Contractor(s) is fully responsible for the purchasing and payment of any sub-contractor
REQUEST FOR PROPOSAL (RFP) PROCESS
1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Section 5.0 Grading Criteria
for Development of Shortlist, which will be the basis for short-listing firms.
The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and
scored by the COUNTY. The COUNTY will then grade and rank the firms and enter into negotiations with the top ranked
firm to establish cost for the services needed. With successful negotiations, a contract will be developed with the selected
firm, based on the negotiated price and scope of services and submitted for approval by the Board of County Commissioners.
1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process.
1.3 The intent of the scoring of the qualifications proposal is for respondents to indicate their interest, relevant experience,
financial capability, staffing and organizational structure.
1.4 Based upon a review of these qualification proposals, the COUNTY will rank the Proposers based on the discussion and
clarifying questions on their approach and related criteria, and then negotiate in good faith an Agreement with the top ranked
Proposer.
1.5 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top-ranked firm, negotiations
with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be
successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations
shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals
in the best interest of the COUNTY.
GRADING CRITERIA FOR DEVELOPMENT OF SHORTLIST:
1.6 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to score
each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing
materials. Proposals must address the following criteria:
Evaluation Criteria Maximum Points
16.C.10.b
Packet Pg. 1340 Attachment: 18-7313 Solicitation (003) Final (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
1. Cover Letter / Management Summary 5 Points
2. Cost of Services to the County 30 Points
3. Experience and Capacity of the Firm 30 Points
4. Specialized Expertise of Team Members 25 Points
5. Local Vendor Preference 10 Points
TOTAL POSSIBLE POINTS 100 Points
Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work
previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four
(24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system
of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the
Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on
random selection by the Procurement Services Director before at least three (3) witnesses.
----------------------------------------------------------------------------------------------------------------------------------------------------------
Each criterion and methodology for scoring is further described below.
EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available)
Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in
providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact
person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any
awards as a result of this RFP.
EVALUATION CRITERIA NO. 2: COST OF SERVICES TO THE COUNTY (30 Total Points Available# Page
Limitation)
In this tab, include but not limited to: [Below listed are merely examples of what could be asked for in this section.]
In an effort to assess the cost of services presented to the County, please complete the chart below.
I. Miscellaneous Vendor Position Prices
Position title Hourly Rate
Project Manager $
System Engineer $
Lead System Specialist $
System Technician $
HVAC Technician $
Programming Technician $
Chiller Mechanic $
Control Technician $
Material Handling $
Clerical $
Overtime will be calculated at 1 and 1/2 time.
II. Mark-up/Profit on Parts and Subcontractors
Mark-up on materials will be 10%
Mark-up on Subcontractors will be 15%
EVALUATION CRITERIA NO. 3: EXPERIENCE AND CAPACITY OF THE FIRM (30 Total Points Available)
In this tab, include but not limited to: [Below listed are merely examples of what could be asked for in this section.]
• Provide information that documents your firm’s qualifications to produce the required deliverables:
16.C.10.b
Packet Pg. 1341 Attachment: 18-7313 Solicitation (003) Final (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
• Vendors shall have documented experience with multiple building facilities and various types of
county or municipality facilities such as corrections, administration, maintenance, library, operations,
recreational and educational facilities. Vendors shall have local sales and service representatives within
75 miles from Collier County. The county is seeking more than one vendor to provide work for the
County facilities.
•
• How many installations crews does your firm have?
• What licenses does your staff maintain and how many are licensed?
• How many years of experience does your firm have with replacements and new installations
(please break down by commercial and residential)??
• How many new installation projects has your firm completed in the last year and what was the
total project cost?
• List Previous/Current HVAC Replacement and Installation Projects in the Format Identified Below
Project
Description
Start Date
End Date Original
Budget
Final Project
Cost
Number of Change
Orders
The County requests that the vendor submits five (5) completed reference forms from clients for the last five (5) years
whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects
completed by the vendor that best represent projects of similar size, scope and complexity of this project using the Reference
Questionnaire form provided. Vendors may include two (2) additional pages for each project to illustrate aspects of the
completed project that provides the information to assess the experience of the Proposer on relevant project work.
With each reference, please include a brief description of the HVAC replacement and new installation projects including
physical address, building's primary function, the number of buildings, floor area, building system cooling and heating
capacity and description, and description of the DDC system. It is preferable that the example projects include some of the
following systems/sequences: chiller/boiler plants, smoke-control, district cooling systems, constant and variable volume
airside systems, variable primary and primary/secondary/tertiary hydronic systems, thermal storage, packaged DX systems,
split DX systems, exhaust fans, dehumidification systems, dedicated outside air systems, variable refrigerant systems, and
computer room air-conditioners.
EVALUATION CRITERIA NO. 4: SPECIALIZED EXPERTISE OF TEAM MEMBERS (25 Total Points
Available/# Page Limitation)
In this tab, include but not limited to: [Below listed are merely examples of what could be asked for in this section.]
• Description of the proposed contract team and the role to be played by each member of the team. Please
include the following information for each team member:
• number of years of experience with commercial equipment
• certifications (minimum Type II CFC Certification)
• licenses, if any
• Copies of the following:
• State of Florida registration.
• General Contractor’s license
• Class “A” Air Conditioning Contractor’s license.
• Mechanical Contractor’s license.
• Attach brief resumes of all proposed project team members who will be involved in the management of the total
package of services, as well as the delivery of specific services.
EVALUATION CRITERIA NO. 5: LOCAL VENDOR PREFERENCE (10 Total Points Available)
Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax
Collector for at least one year prior to proposal submission to do business within Collier County, and that identifies the
business with a permanent physical business address located within the limits of Collier or Lee County from which the
vendor’s staff operates and performs business in an area zoned for the conduct of such business.
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Packet Pg. 1342 Attachment: 18-7313 Solicitation (003) Final (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.cPacket Pg. 1343Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
16.C.10.cPacket Pg. 1344Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
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16.C.10.cPacket Pg. 1346Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
16.C.10.cPacket Pg. 1347Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
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16.C.10.cPacket Pg. 1353Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
16.C.10.cPacket Pg. 1354Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
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16.C.10.cPacket Pg. 1357Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
16.C.10.cPacket Pg. 1358Attachment: 18-7313 JuiceTech-dba-PlugSmart_VendSign_Contract (5938 : Award Contract 18-7313, HVAC Replacements and New
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Packet Pg. 1395 Attachment: 18-7313 United Mechanical_ Contract_VendSign (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
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Selection Committee
Final Ranking Sheet
RPS #: 18-7313
Title: HVAC Replacement and New Installations Solicitation
Name of Firm Hemantha
Ranatunge Tony Borges Bryan
Vehovec
John
McCormick Total
Selection
Committee
Final Rank
United Mechanical, Inc.1 1 1 1 4 1.0000
Plugsmart 2 2 2 2 8 2.0000
Dci Systems Group, Inc.3 3 3 3 12 3.0000
Procurement Professional Evelyn Colon
Step 1: Upon direction by the Procurement professional, the individual selection committee member should provide their
ranking of the proposals (from highest being number one (1) to lowest.
Step 2: The procurement professional will review the mathematically calculated final rank and discuss the rank order and
determine if consensus is reached.
Page 1 of 1
16.C.10.f
Packet Pg. 1414 Attachment: 18-7313 Final Ranking (5938 : Award Contract 18-7313, HVAC Replacements and New
16.C.10.gPacket Pg. 1415Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1416Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1417Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1418Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1419Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1420Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1421Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1422Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1423Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1424Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1425Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1426Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1427Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1428Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1429Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1430Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1431Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1432Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1433Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1434Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1435Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1436Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1437Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.gPacket Pg. 1438Attachment: DCI Systems Group, Inc. (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 1
March 8, 2018
18-7313 HVAC REPLACEMENT AND NEW INSTALLATION
Request for Proposals - Response
16.C.10.h
Packet Pg. 1439 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 2
EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points
Available)
Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of
the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of
the authorized contact person(s) concerning proposal. Submission of a signed Proposal is Vendor's
certification that the Vendor will accept any awards as a result of this RFP.
March 8, 2018
ATTN: Evelyn Colon, Procurement Strategist
Procurement Services Division
3295 Tamiami Trail East, Bldg C-2
Naples, Florida 34112
RE: Request for information #18-7313 HVAC Replacement and New Installation
Dear Evelyn Colon,
We are pleased and excited to submit the attached response to your Request for Information for HVAC
Replacement and New Installation, Solicitation NO.: 18-7313. Juice Technologies (DBA Plug Smart) is a
Department of Energy Certified Energy Services Company (ESCO) that helps clients analyze, design,
develop, and implement design-projects that fund themselves through the utility, operations, and
maintenance savings they create. Plug Smart’s corporate offices are located at 350 East 1st Avenue, Suite
210, Columbus, OH 43201, with a local office located at 9071 Bonita Beach Road #2131, Bonita Springs,
FL 34135.
Plug Smart was founded in 2008 by industry veteran Rich Housh and is a registered Corporation in the
State of Florida. Rich is CEO of Team Plug Smart and has lived in Naples for 18 years. As a long-time Collier
County resident, Rich is very interested in helping CCG obtain the very best value for HVAC equipmen t
and services. The Company also operates a full-time project office within Naples Community Hospital that
is staffed with full time administrative and project execution personnel for all of NCH’s primary facilities.
Plug Smart developed and engineered a comprehensive EMP (Energy Master Plan) for NCH approximately
four years ago. The EMP is a multiphase, multi year, program of upgrading and replacing NCH’s aging
mechanical and electrical infrastructure while also reducing energy, operational, and maintenance costs
in the process. Quick payback energy conservation measures, such as LED lighting and upgraded control
systems, are blended with longer payback ECM’s such as replacement of end of useful life HVAC
equipment, to maintain a positive cash flow ongoing program for NCH.
Plug Smart has been actively engaging with Collier County regarding potential building automation
solutions and HVAC infrastructure replacements and upgrades since 2015. Plug Smart has provided
energy services to Collier County Government in the past year, specifically on-call maintenance of service
on the legacy JCI controls system, and some miscellaneous Hurricane Irma related electrical services. We
also performed a lighting audit/study for Facilities addressing several County owned parking garages.
16.C.10.h
Packet Pg. 1440 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 3
Team Plug Smart offers a unique and fully transparent approach to Collier County Government on the
“HVAC Replacement and New Installation” Solicitation that represents the best price and value approach
to any and all HVAC equipment replacements as well as new installations. By utilizing the creativity,
experience, and skills of our Team members, Plug Smart competitively bids out equipment, materials, and
labor to multiple contractors and suppliers on each and every project undertaken. Our unique and time
tested over many years of successfully managing projects for facility owners of all types and sizes,
consistently delivers superior quality and value to our clients. Utilizing the economic benefits of the
competitive marketplace on each and every project, the owners who utilize our services save substantial
dollars that can only be realized by the methodologies employed by our project managers and
procurement specialists. We maintain a very large and healthy database of qualified subcontractors in all
of the primary trades, as well as a broad mix of equipment and material suppliers. If necessary, and this
happens frequently, we bring in subs and suppliers from other geographies in order to get better coverage
on price, delivery, and service for our clients. This is particularly beneficial, and even necessary, in a full
employment construction environment in which all of us in SW Florida have been experiencing over the
past several years.
Large clients such as Collier County Government benefit from and truly appreciate our true “Owner’s
Representative” relationship with them where our job is to always represent the Owner’s best interest,
as well as delivering single source (one throat to choke) responsibilities on projects. Plug Smart handles
HVAC Equipment Replacements on a turn key basis, from cradle to grave, from initial problem
identification and definition, to engineering, to procurement, to construction, and finally, to the all
important system commissioning phase and owner/operator training. Plug Smart is a Florida Licensed
General Contractor and has two Florida registered Professional Engineers on its staff. All subcontractors
utilized by Plug Smart have the appropriate and necessary Florida professional licenses for their particular
SOW.
Thank you in advance for your consideration of Team Plug Smart!
Sincerely,
Rich Housh, CEO
Plug Smart
16.C.10.h
Packet Pg. 1441 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 4
EVALUATION CRITERIA NO. 2: COST OF SERVICES TO THE COUNTY (30 Total Points)
In an effort to assess the cost of services presented to the County, please complete the chart below.
I. Miscellaneous Vendor Position Prices
Position title Hourly Rate
Project Manager $ 120
System Engineer $ 135
Lead System Specialist $ 125
System Technician $ 110
HVAC Technician $ 95
Programming Technician $ 110
Chiller Mechanic $ 105
Control Technician $ 110
Material Handling $ 80
Clerical $ 35
Overtime will be calculated at 1 and 1/2 time.
Acknowledged and agreed.
Mark-up/Profit on Parts and Subcontractors
Acknowledged and agreed.
Mark-up on materials will be 10%
Acknowledged and agreed.
Mark-up on Subcontractors will be 15%
Acknowledged and agreed.
16.C.10.h
Packet Pg. 1442 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 5
EVALUATION CRITERIA NO. 3: EXPERIENCE AND CAPACITY OF THE FIRM (30 Total Points
Available)
Provide information that documents your firm’s qualifications to produce the required deliverables:
Plug Smart was founded in 2008 by industry veteran Rich Housh who lives in Naples, Florida. Plug Smart’s
Naples office includes sales, operations, and service personnel, specializing in implementing and servicing
HVAC and energy systems for multi-building, public sector clients. Additional areas of focus include design-
build energy efficiency and facility improvement project development services that help clients analyze,
design, develop, and employ design-build projects that can fund themselves through the utility,
operations, and maintenance savings they create.
Plug Smart has 40 full and part-time employees and is a registered S Corp in the state of Florida. Key
market segments include (i) Government (Federal, State, County and City/Municipalities), (ii) Higher
Education, (iii) K-12 School Districts; (iv) Hospitals; (v) Large Commercial/Industrial.
Prior to founding Plug Smart, Mr. Housh was the founder and CEO of Control Solutions headquartered in
Lebanon, Ohio. Over a 25-year period, Mr. Housh grew this business to 500 employees, 17 offices and
implemented more than $250 million of energy projects on five continents. In 2002, Housh sold the
company to TAC/Schneider Electric, an $18B French company, for $75M. Plug Smart operates as the most
refined iteration of Mr. Housh’s vision.
A partial list of Plug Smart's design-build services, energy engineering, project development, consulting,
and project management services include:
• Design-build project development and implementation of HVAC systems and also including
lighting systems, roofing, windows, information technology, food services, control systems,
motors, drives, precision clean rooms, compressed air systems, demand limiting, asphalt
rehabilitation, masonry and concrete repair, flooring, electrical service, security and access
controls, and performance contracting services.
• Controls engineering services including system design, commissioning, retro-commissioning,
remote monitoring, DDC maintenance and smart building systems.
• Facility and energy master planning services designed to document and quantify long-view
infrastructure roadmaps.
• Energy consulting services including energy audits and assessments, owner’s representative
services, measurement and verification, green energy and energy efficiency training, and
energy engineering design services.
• On-site generation services including project development services, cogeneration, CHP, solar,
power purchase agreements, feasibility studies, financial modeling, generation site planning
and logistics, third party financing.
16.C.10.h
Packet Pg. 1443 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 6
Plug Smart is a vendor neutral, design-build project developer that will provide Collier County with trusted,
independent, and objective advice that is free from professional, financial or personal bias. As such:
• Plug Smart does not have a financial or business interest in any manufacturer of heating,
ventilation, cooling, lighting, compressed air, or other similar type of energy system that would
be deployed on the client project.
• Plug Smart does not have a financial or business interest with any electrical, mechanical,
plumbing, architectural, engineering or other similar professional group that would play a role on
the client project.
• Plug Smart does not feel any business unit, distribution channel, parent company, or partnership
pressure to push any one product, brand, or service at the expense of compromising the integrity
of the client solution.
• Plug Smart will bring a network of national, regional, and local equipment/service providers that
can be called upon to engage in a competitive bidding process to help ensure a diversity of
solutions and financial value.
• Plug Smart will provide a collaborative and transparent vendor selection process that will foster
better communication, build project support, and leverage pre-existing client-vendor
relationships.
• Plug Smart represents many best-in-breed HVAC companies whose focus on technology neutrality
and non-proprietary platforms is in alignment. Plug Smart also staffs technicians to install or
replace any commercial HVAC system.
Vendors shall have documented experience with multiple building facilities and various types of county or
municipality facilities such as corrections, administration, maintenance, library, operations, recreational
and educational facilities.
Since 2008, Plug Smart has worked with over 250 clients, acquiring over 400 signed contracts, over half of
which from clients operating in the public sector: specifically, clients with corrections, administration,
maintenance, library, operations, recreational and educational facilities within their portfolio.
Plug Smart is the best, most qualified choice when performing HVAC replacement and new installation
projects, because we have analyzed, designed, and/or implemented hundreds of similar projects,
encompassing more than 60 million square feet of facility space. We are aware of the challenges facing
typical facilities both from an equipment and a financial standpoint, and we have spent countless hours
developing and implementing projects over the last several years.
Vendors shall have local sales and service representatives within 75 miles from Collier County. The county
is seeking more than one vendor to provide work for the County facilities.
Plug Smart’s Florida headquarters is located on the county line between Collier and Lee counties, within
15 miles of Collier County’s procurement office.
How many installations crews does your firm have?
Plug Smart has nine installation crews.
16.C.10.h
Packet Pg. 1444 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 7
What licenses does your staff maintain and how many are licensed?
The Plug Smart Team has been in the HVAC replacement and new installation business since its inception
ten years ago and is uniquely qualified to partner with Collier County on this initiative. Our primary goal
in pursuing this project is to take our core strengths of identifying, quantifying and delivering HVAC
improvements and apply them for the direct benefit of the County. As seen throughout this response, our
team has the experience, training, education, and the professional accreditations required to execute and
deliver on the County’s HVAC needs successfully. For quantities, refer to staffing table.
Technical Training
Plug Smart is a strategically assembled group of industry professionals. Brief descriptions of the
certifications that the team members hold are provided below:
Certified Energy Managers (CEM), professionals who have distinguished themselves as leaders in the field
of energy efficiency. These individuals have demonstrated high levels of experience, competence, and
proficiency in the field of energy management. The CEM designation is recognized as the standard for
qualifying energy professionals by the US Department of Energy (DOE), the Office of Federal Energy
Management Programs (FEMP), the US Agency for International Development, numerous state energy
offices and private corporations.
General Contractor in Florida (GC), contractors can to build, repair, or remodel any type of building,
regardless of use or number of stories. General Contractors in Florida can directly engage in the
construction of every component of the building structure. A General Contractor can remodel or build any
structure in Florida, whether it is used for residential or commercial purposes.
Electrical Contractor in Florida (EC), contractor who conducts business in the electrical trade field and
who has the experience and knowledge install, repair, alter, add to, or design electrical wiring, fixtures,
appliances, apparatus, raceways, and conduit, including the electrical installations and systems within
plants and substations and ALL alarm systems and specialty categories.
Professional Engineers (PE), licensed by the State government when they have met the legal
requirements sufficient to be permitted to practice engineering. Licensure is a way to protect public
health, safety, and welfare. Engineers who have earned the PE designation have at the least a Bachelor’s
Degree in Engineering, they have passed both the Fundamentals of Engineering and Principles of Practice
examinations given by the National Council of Examiners for Engineers and Surveyors and have four years
of practical experience in the engineering field.
Certified Measurement & Verification Professionals (CMVP), the most qualified professionals in this
growing area of the energy industry and raising the overall professional standards within the
measurement and verification field. The International Performance Measurement & Verification Protocol
(IPMVP), first established by the U.S. D.O.E., has become the internationally recognized protocol for
performance measurement and verification (M&V). The IPMVP guidelines, built with the help of
organizations from 16 countries and hundreds of individual experts from 25 nations, provides a consistent,
reliable approach to M&V around the world.
Leadership in Energy & Environmental Design Accredited Professionals (LEED AP), leaders in the field
and active participants in the green building movement. With jobs specifying the need for green building
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Packet Pg. 1445 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 8
expertise, a LEED credential shows a clear commitment to professional growth, while underscoring value
to LEED project teams and sustainability-focused organizations.
Certified Sustainable Development Professionals (CSDP), individuals who have demonstrated high levels
of experience, competence, proficiency, and ethical fitness in the sustainable development and
environmental practices. The CSDP is a professional with expertise in Developing & Implementing
Sustainability Programs, Environmental Issues, Alternative Energy & Carbon Reduction, Sustainable Policy
Programs, Energy Efficiency Technologies in Sustainable Buildings, Impact of Sustainable Development
Policies, Renewable Energy, Sustainable Transportation, Water Conservation and Financial Assessments.
AEE's Certified Business Energy Professionals (BEP), business/marketing and energy professionals who
have demonstrated a high level of competence and ethical fitness for business/marketing and energy
management related disciplines, as well as laws governing and affecting energy professionals.
Other notable accomplishments include the following:
• Department of Energy Certified Energy Services Company (ESCO), uniquely qualifying Plug Smart
to perform energy-savings performance contracting at any federal agency.
• Plug Smart team members are recognized as industry experts and have spoken and presented at
ten green energy conferences over the past five years.
• Honored and selected on the Inc. 500 fastest-growing company list for 2013, 2014 and 2015,
comprised of businesses that have demonstrated innovation and growth across the
entrepreneurial landscape of the United States. Plug Smart was most recently #368 on the US list
and #10 in Ohio.
• Awarded the Columbus Business Fast 50 Company list in 2014 and 2015
• Recognized by Columbus, Ohio Mayor Michael Coleman in his annual City Address for Plug Smart's
contributions in the green energy field and for job creation in the New Energy Economy.
How many years of experience does your firm have with replacements and new installations (please break
down by commercial and residential)??
Plug Smart has regularly performed commercial-only HVAC replacements and new installations since its
inception in 2008 (10 years).
How many new installation projects has your firm completed in the last year and what was the total project
cost?
Since March 8 ,2017, Plug Smart has installed 44 projects, totaling $13,326,761.
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Packet Pg. 1446 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 9
The County requests that the vendor submits five (5) completed reference forms from clients for the last
five (5) years whose projects are of a similar nature to this solicitation as a part of their proposal
Project Profile NAPLES COMMUNITY HOSPITAL
Physical Address Buildings Floor Area (ft2)
350 7th Street North, Naples, FL 34102 19 (4 campuses) 865,000
Pre-Project Conditions
The premier primary health care provider in Naples and Collier County. 715 beds in two large hospitals. CEP (Central
Energy Plant) in both hospital campuses. 3,000 Ton capacity at downtown campus and 2,200 Ton capacity at north
campus. Five disparate BAS / DDC systems downtown, and three disparate DDC systems at north. Numerous end
of life mechanical systems at three major facilities due to age and lack of maintenance. Very high opera tional costs
compared to peer group in terms of energy and maintenance costs, energy utilization index (EUI), et. Al. EMS / BAS
was antiquated, cumbersome to use, and non-compliant with NCH IT security requirements. Proprietary protocols,
obsolete and unsupported hardware and software, and lack of modern EMS / BAS capabilities.
Downtown Hospital
North Naples Hospital
SCOPE DESCRIPTION: Solution
▪
Design and construct new
cooling tower system at
downtown campus with
zero downtime to hospital
Team Plug Smart was hired by NCH to perform a detailed IGEA
(investment grade energy audit) in order to assess all primary facilities,
analyze annual utility expense, ID and quantify all mechanical and
electrical assets, including conditional analysis, risk of catastrophic failure,
determine non-code compliant system risk, as well as to develop a full and
comprehensive EMP (Energy Master Plan) for the Administration and
Board of Directors for NCH. The EMP has been prioritized and is being
implemented by Team Plug Smart for the past three years and will
continue to be implemented over the next 7 years. In full cooperation and
partnership with NCH Facilities, Finance, and Administrative policies and
procedures.
▪
Upgrade all operating
rooms to meet current
AHCA codes and standards
at both campuses
▪ Upgrade outdoor and non-
patient care lighting to LED
Systems analysis on all EMS
/ BAS hardware / software.
Technical Highlights
▪ Reliable (native BACnet and BTL certified) equipment
▪ Full BAS / EMS connectivity with all new and refurbished
mechanical equipment, including chillers, AHU’s, etc.
▪ Integration with legacy JCI, ALC, Distech, Alerton, and other
miscellaneous DDC systems into Reliable Graphical User
Interfaces (GUIs)
▪ Develop new standards and
protocols for BAS
integrations
▪ Training / commissioning
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Packet Pg. 1447 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 10
Project Profile VA (CLEVELAND) MEDICAL CENTER
Physical Address Buildings Floor Area (ft2)
10701 East Boulevard, Cleveland, OH 44106 5 ~3,000,000
Pre-Project Conditions
The Louis Stokes VA Medical Center is a federal VA hospital in Cleveland, Ohio. The chilled water plant included
four (4) 1,600 ton Trane chillers and various smaller process and definite purpose chilled water systems. The
heating plant included four (4) boilers and associated boilerhouse equipment.
The DDC system includes a variety of systems on separate networks including Trane, Andover, Allen Bradley,
Schnieder, Alerton, and several other lesser systems scattered throughout the facility.
Partial Existing Andover System
Partial Square D Metering System
SBS Home Page
SCOPE DESCRIPTION: Solution
▪ Consolidated DDC System Consolidated and integrated more than ten disparate controls systems
while maintaining data continuity to properly operate the facility. Plug
Smart coordinated this effort with the site staff from the Boiler, Chiller,
HVAC, Electrical, and Energy Engineering departments.
The security of the existing IP infrastructure was also maintained
throughout implementation. In order to accomplish this, Plug Smart
designed and installed a complete stand-alone fiber optic network with
connectivity to each of the disparate systems powered by site -generated
temporary power.
The client specified system, included a Tridium front-end for implementing
the GUI, trending, alarming and reporting. Flowmeters were specified for
system water flow measurement.
All communications protocols were standardized, and BACnet was chosen
for its positive industry reputation, its superlative support, and its robust
testing methodology for manufacturer compliance. Since completion of this
project, the VA is moving towards BACnet as its standard protocol at the
controller level.
▪ Energy Dashboard
▪ 3rd Party Analytics
▪ Variable Frequency Drives
▪ Full Server and Workstation
Overhaul
▪ Ultrasonic Flow Meters
▪ Exhaust Fan Airflow
Measurement
Technical Highlights
▪ Integrated seven (7) protocols
▪ Integrated 16 manufacturers
▪ Connectivity without interrupting normal system operation.
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Packet Pg. 1448 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 11
Project Profile UNIVERSITY OF TOLEDO
Physical Address Buildings Floor Area (ft2)
2801 W Bancroft Street, Toledo, OH 43606 100+ 5,000,000
Pre-Project Conditions
The University or Toledo is the 4th largest University in Ohio and is comprised of the Main campus (MC), the Health
Science campus (HSC) and the Scott Park campus (SP) with over 100 buidlings and in excess of 5 million square feet
under roof. The Central Energy Plants are comprised of multiple centrifical chiller plants (+10,000 tons) and two
main steam boiler plants (ten 100,000 lb/Hr boilers). The Health Science Campus had three major control systems,
Honeywell, JCI, and CSI/Inet, while the Main campus was sole -source Siemens. Multiple high-dollar service
agreements were required as well as multiple front-end software packages to learn and maintain.
1.2 MW Solar Installation
Wolf Hall
SCOPE DESCRIPTION: Solution
▪
Convert Honeywell fire to
Simplex. Cancel HSC
Honeywell $400K / Year
Service Agreement
Plug Smart personnel first identified that Honeywell was being paid an
excruciating $400K/Year for a service contract for the HSC. This was
immediately canceled. Then a multi-year plan was put in place on HSC to
migrate the HW fire to Simplex and to migrate the HW BAS to Computrols.
Plug Smart then consolidated and integrated the JCI and CSI systems on
HSC into the Computrols BAS before focusing attention on the MC.
It became apparent that Siemens was over-charging for BAS work on MC
and SPC. Plug Smart was hired to act as the University BAS consultant to
budget controls projects and hold Siemens accountable. This netted the
University several hundred thousand dollars in savings.
Next, a Computrols BAS was installed on MC to specifically deal with a
legacy JCI building, Wolf Hall. This bioscience building had an energy
spend of + $4.35 per square foot. The controls project cost $275K and had
a 6-month payback.
▪
Remove and replace
remaining Honeywell BAS
on HSC with Computrols
BAS Integration Platform
▪ Integrate HSC JCI BAS into
Computrols front end
▪ Integrate HSC CSI I/net BAS
into Computrols
▪ Budget MC projects to hold
Siemens accountable
▪ Expand HSC and MC BAS
with Reliable Controls open
BACnet controls
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Packet Pg. 1449 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 12
Project Profile MARRIOTT RENAISSANCE CENTER
Physical Address Buildings Floor Area (ft2)
400 Renaissance Drive, Renaissance Center, Detroit, MI 48243 6 5,500,000
Pre-Project Conditions
Renaissance Center in Detroit is among the largest office and hotel complexes in the world, comprised
of five large office towers and a ninety-story Marriott Marquis Hotel, and a total of 5.5mm SF. RenCen
was purchased from Ford by GM in 1996 and embarked upon a $500mm renovation project. The project
included almost all new mechanical and electrical infrastructures, a new Central Energy Plant, and a very
large energy management controls network integration and replacement program to, over time, replace
the proprietary and outdated Honeywell energy management system that was originally installed in the
facility in the early 1970’s.
Old Oversized AHU Previous Scheduling Campus Skyline
SCOPE DESCRIPTION: Solution
▪ EMS / BAS Integration The original head end software was an Electronic Systems USA
“Unity” front end which integrated the legacy Honeywell system to
the new CSI (Control Systems International) hardware and software.
Ultimately, the system was migrated and converted to a new, CSI iNet
front end in order to allow RenCen to take advantage of a full
featured Graphical User Interface (GUI) with dozens of smart
terminals throughout the facilities, managed by different
management and even ownership groups for different purposes.
▪ Full DDC Controls
▪ Graphical User Interface
▪ System Architecture
▪ System Programming
▪ System Commissioning
Technical Highlights
▪ Over 450,000 hard wired, connected points
▪ Full control over all aspects of the Detroit Edison Central Energy
Plant that serves the facility
▪ Full DDC control over all HVAC equipment and lighting controls,
including individual rooms.
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Packet Pg. 1450 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 13
Project Profile FINDLAY CITY SCHOOL DISTRICT
Physical Address Buildings Floor Area
(ft2)
1100 Broad Avenue, Findlay, OH 45840 13 885,817
Pre-Project Conditions
Findlay City Schools’ facilities are use exclusively for K-12 education purposes; they had significant needs to replace
and renew many energy systems and other various capital intensive aspects of their facilities. This posed a complex
problem for controlling operating expenses and managing multiple projects with several vendors.
The heating and cooling capacity for the district (in aggregate) is 29,800,000 BTU and 13,250,000 respectively.
The controls systems were made up of non-functional pneumatics with point-of-use control, various outdated DDC
subsystems, and disparate front-end systems.
Pre-Project Controls Cabinet
(Elementary School)
Findlay High School
Pre-Project Equipment (Middle
School)
SCOPE DESCRIPTION: Solution
▪ Controls Upgrades While introducing the district to new contracting methods available through
recent state-level legislation, Plug Smart developed a design-build project to
manage multiple aspects of district facilities. Plug Smart created a program that
offered economies of scale, guaranteed pricing, central management, and cost
control that enabled the district to execute all of its facility improvements under
one single-financed project.
Plug Smart accessed over $370,000 in grants and utility incentives, and the entire
project will show a net positive return in excess of two million dollars over 25
years.
▪ High Efficiency Boilers
▪ Lighting – LED
▪ Ventilation Controls
▪ Unit ventilator
renovation/replacement
▪ High-Efficiency, double
pane window
replacement
Technical Highlights
▪ Analyzed, specified and developed new A/C addition to academic
spaces
▪ Unit ventilator renovation/replacement
▪ Later hired as district’s preferred provider for facility improvement
services, outlining and committing to a 5-year renovation schedule.
▪ Roof replacement
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Packet Pg. 1451 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 14
EVALUATION CRITERIA NO. 4: SPECIALIZED EXPERTISE OF TEAM MEMBERS (25 Total Points)
Description of the proposed contract team and the role to be played by each member of the team. Please
include the following information for each team member:
• number of years of experience with commercial equipment
• certifications (minimum Type II CFC Certification) licenses, if any
Name Project Role Experience Education, Licenses & Certifications
Program Management
Rich Housh,
CEO Project Executive 35 years
BS Education, Miami University
HVAC Technology, University of Cincinnati
Certified Energy Manager
Dan Papay,
COO Program Manager 27 years
BS Mechanical Engineering, Virginia Tech
MS Mechanical Engineering, Wright State
MBA, Wright State
Licensed Professional Engineer (PE)
LEED AP
Engineering
Dan Papay,
COO Program Manager 27 years
BS Mechanical Engineering,
MS Mechanical Engineering
MBA, Wright State
Professional Engineer
LEED AP
Jarret Kelley Sr. Energy Engineer 8 years
BS Mechanical Engineering, Dayton
MS Renewable and Clean Energy, Dayton
Certified Energy Manager
Dan Trombley Sr. Mechanical Engineer 9 years
BS Mechanical Engineering, Dayton
MS Mechanical Engineering, Dayton
Licensed Professional Engineer (PE)
Alex Brogan Energy Engineer 3 years BS Mechanical Engineering, Dayton
MS Renewable and Clean Energy, Dayton
Controls Services
Steve Boyce Business Unit Leader 30 years
BS Electronic Engineering, Franklin Univ.
Certified Energy Manager
Business Energy Professional
Axel Korn Sr. I.T. Specialist 28 years C7 Low Voltage Contractor
Certified Specialty Electrical Contractor
Mike Albright Sr. Controls Integrator 30 years
BS Mathematics, Miami University
Certified Energy Manager
Business Energy Professional
Certified Demand Side Manager
Matt McMillen Sr. Controls Integrator 38 years U.S. Navy Nuclear Power School
Dan Linton Controls Specialist 27 years
Rick Coffey Electrician 25 years Licensed Electrician
Cody Callanan Controls Technician 8 years Certified Installer – Reliable, Tridium
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Packet Pg. 1452 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 15
Name Project Role Experience Education, Licenses & Certifications
Support Staff
Tom Martin,
CFO Project Controller 26 years BS Architectural Eng., Penn State
Certified Energy Manager
Colleen Lorms Job Cost Manager 20 years Licensed Notary
Dave Zehala,
President Project Executive 28 years
BS Electrical Engineering, Ohio State
MBA, the University of Texas at Austin
Certified Energy Manager
Copies of the following:
• State of Florida registration.
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Packet Pg. 1453 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
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RFP Response | Page 16
• General Contractor’s license
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Packet Pg. 1454 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
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RFP Response | Page 17
• Class “A” Air Conditioning Contractor’s license.
• Mechanical Contractor’s license.
Plug Smart is a Florida Licensed General Contractor and has two Florida registered Professional Engineers
on its staff. All subcontractors utilized by Plug Smart have the appropriate and necessary Florida
professional licenses for their particular SOW.
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Packet Pg. 1455 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 18
Attach brief resumes of all proposed project team members who will be involved in the management of
the total package of services, as well as the delivery of specific services.
Mr. Richard Housh
Chairman, Founder & Chief Executive Officer
BS Education, Miami University
HVAC Technology, University of Cincinnati
Certified Energy Manager
Experience: 35 years
Mr. Housh is Plug Smart’s Chairman of the Board, CEO and co-founder. Mr. Housh has successfully started,
managed and sold numerous businesses over the past 35 years. These businesses were engaged in energy
services, environmental management, security software, and monitoring and control technology and
services. In developing these enterprises, Mr. Housh utilized a potent combination of entrepreneurism,
traditional management discipline and high impact national alliances and sales programs to achieve
extraordinary results.
In 2001, Mr. Housh sold Control Solutions, a company he founded and grew into a national $75 million in
revenues business, to TAC/Schneider Electric, an $18 billion French company. Prior to selling Control
Solutions to TAC/Schneider, in 1998 Mr. Housh sold fifty percent of the same business to DQE, Inc., an
NYSE-listed energy utility.
Between 1998 and 2001, Mr. Housh led, through the vehicle of Control Solutions, important elements of
DQE’s national expansion in energy management and services. In 2001, Mr. Housh and his management
team repurchased the fifty percent interest owned by DQE, thereafter further expanding and
strengthening the business, culminating in the sale of Control Solutions to TAC/Schneider in 2001.
A partial list of recent energy services clients include The Ohio State University, Hiram College, University
of Cincinnati, University of Toledo, General Electric, Genoa Clay School District, Geneva Area City Schools,
Howland Local Schools, Indian Valley Local Schools, Highland Local Schools, Nationwide Realty, North
Olmsted City Schools, Carrollton Exempt Village School District, City of Toledo, Cincinnati Public Schools,
Columbus Zoo, Great Oaks Career Center, Morton Salt, Crown Battery, and University Hospital.
Mr. Housh’s energy services expertise includes, but is not limited to lighting systems/controls, building
automation systems, geothermal systems, air/water cooled heat pumps, cogeneration systems, boiler
systems, chilled water systems, energy auditing, energy policy, tax projects, project financing, renewable
energy, air quality and ventilation, heat recovery concepts, and retro-commissioning.
Mr. Housh is a Certified Energy Manager and serves on numerous business and non-profit boards,
including the Conservancy of Southwest Florida, the Southwest Florida Land Preservation Trust and the
Rails to Trails Conservancy. After attending the United States Naval Academy, Mr. Housh completed his
B.S. in Education from the Miami University in Oxford, OH.
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Packet Pg. 1456 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 19
Mr. Dan Papay
Program Manager
BS Mechanical Engineering, Virginia Tech
MS Mechanical Engineering, Wright State
MBA, Finance concentration, Wright State
Professional Engineer (PE)
LEED AP
Experience: 27 years
Mr. Papay is a Professional Engineer with BSME, MSME, MBA (finance concentration) and over 25 years
of solid, wide-ranging experience in design engineering, construction, contract negotiation and
administration, facilities, financial, and personnel management. He has strong project management skills
plus a proven ability to take projects from conception to completion on time and within budget.
Before working at Plug Smart, Mr. Papay was the Associate Vice President for Facilities Management and
Services at Wright State University. His responsibilities in that role included overseeing four functional
areas including 18,000 students, totaling over 3 million square feet. Additionally, he oversaw the
departments of Planning & Architecture, Engineering & Construction, the Physical Plant, Environmental
Health and Safety, and approximately 180 employees.
Also in that role, Mr. Papay maintained a six-year capital plan with projects in the various stages of
planning, design, and construction typically totaling $50 - $100 million and had an annual Maintenance
budget of over $15M.
Notable projects he completed in that role included the new construction of a $37M Neuroscience Lab,
new construction of $17M Classroom building and $25M Energy Performance Contract.
Mr. Papay’s professional affiliations include American Society of Mechanical Engineers (over 25-year
member), registered Professional Engineer (Ohio and Indiana), and LEED Accredited Professional since
2004.
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Packet Pg. 1457 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 20
Mr. David Zehala
Project Executive
BS Electrical Engineering, Ohio State
MBA, University of Texas at Austin
Certified Energy Manager
Experience: 28 years
Mr. Zehala is Plug Smart’s President and brings more than 26 years of general management, consulting,
engineering, operations, and business development experience to this role. Most recently, Mr. Zehala
managed a business portfolio of early stage startup companies that provided business consulting services for
entrepreneurs and business professionals.
Prior to 2004, Mr. Zehala served as Vice President of Sales and Marketing for Allegro Development, an energy
management and technology company that helps corporations manage the production, purchase, transport,
sale and consumption of natural gas, electric power, crude oil, natural gas liquids, refined products, and coal. In
this role, Mr. Zehala was responsible for leading the company’s worldwide sales and marketing efforts including
new business development, customer relationship management, marketing communications, and business
alliances.
Prior to 1999, Mr. Zehala served as a Manager with the Deloitte & Touche Consulting Group, one of the nation’s
leading consulting firms for business strategy, operations, technology and process improvement. In this role,
Mr. Zehala was responsible for helping electric utility companies and other clients implement mission-critical
software applications allowing them to increase their operational efficiencies, improve their relationships with
customers, and leverage information across the client’s supply chain.
Prior to 1996, Mr. Zehala served as a Director of Strategic Accounts, for Schlumberger Technologies, a leading
manufacturer of automatic test equipment (ATE) for the global semiconductor industry specializing in analog,
digital, memory, mixed-signal and wireless semiconductor devices. In this role, Mr. Zehala was responsible for
leading the worldwide sales and marketing efforts associated with Schlumberger’s most strategic accounts.
A partial list of recent energy services clients includes The Ohio State University, Hiram College, University of
Cincinnati, University of Toledo, General Electric, Nationwide Realty, North Olmsted City Schools, Carrollton
Exempt Village School District, City of Toledo, North Canton Local Schools, Marlington Schools, London City
Schools, Washington Local Schools, Archbold Schools, and Berne Union Schools. Mr. Zehala’s energy services
expertise includes lighting systems/controls, building automation systems, geothermal systems, air/water
cooled heat pumps, cogeneration systems, boiler systems, chilled water systems, energy auditing, energy
policy, tax projects, project financing, renewable energy, air quality and ventilation, heat recovery concepts,
and retro-commissioning. Mr. Zehala is a Certified Energy Manager and earned a Bachelor of Science Degree
in Electrical Engineering from The Ohio State University, and a Masters in Business Administration from the
University of Texas at Austin.
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Packet Pg. 1458 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 21
Mr. Tom Martin
Chief Operating Officer
BS Architectural Eng., Penn State
Certified Energy Manager
Experience: 26 years
Mr. Martin is Plug Smart’s Chief Operating Officer. Mr. Martin has been part of the commercial design
and construction industry for over 20 years, specializing in HVAC and Plumbing systems design, installation
and service related businesses. Mr. Martin’s experience includes directly and personally managing over
$100-million of design/build, design/assist, plan & spec, and performance contracting type projects.
From 2010 to 2012, Mr. Martin served as a Certified Facilitator for Verus Global, a Denver-based globally
recognized leadership development and acceleration firm, serving numerous Fortune-500 client-partners
in North America and Europe who specialize in the consumer product manufacturing and oil support
industries. His role included interfacing deeply with senior leadership and executive teams, and
facilitating foundational and custom leadership processes that build and develop team alignment,
communication, engagement, ownership, and the building, teamwork, and trust.
From 1999 to 2009, Mr. Martin served as Senior Executive Operations Leader, Board of Director and
Managing Partner/Shareholder of TP Mechanical (a mid-west based, full-service Mechanical Contractor).
In these roles, Mr. Martin was responsible senior and executive level operations management, developing
and implementing business strategy and growth initiatives, senior and executive level operations
management, project and design management, estimating, budgeting, project scoping, proposal writing,
procurement, contract administration, project risk evaluation, training and culture-building initiatives,
and developing and launching an employee career development process.
A partial list of recent energy services clients includes The Ohio State University, Hiram College, University
of Cincinnati, University of Toledo, General Electric, Village of Granville, North Olmsted City Schools,
Carrollton Exempt Village School District, City of Toledo, Columbus Metropolitan Library, Columbus Zoo,
Great Oaks Career Center, Morton Salt, Crown Battery, and University Hospital.
Mr. Martin’s energy services expertise includes HVAC, lighting systems/controls, building automation
systems, geothermal systems, air/water cooled heat pumps, cogeneration systems, boiler systems, chilled
water systems, energy auditing, energy policy, project financing, renewable energy, air quality and
ventilation, heat recovery concepts, and retro-commissioning.
Mr. Martin is a Certified Energy Manager and holds a Bachelor of Architectural Engineering from Penn
State University (Construction Management emphasis), is a 9-year Apprenticeship Instructor for HVAC
Systems Design and Commissioning. He is also an Associated Builders & Contractors instructor of Project
Management and Estimating, and a long-time member of AHSRAE (American Society of Heating,
Refrigeration, and Air Conditioning Engineers, Inc.).
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Packet Pg. 1459 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 22
Ms. Colleen Lorms
Office Manager/Accounting
Fortis College/Hondros Career Center
Computerease Certified, Notary Public.
Experience: 19 years
Mrs. Lorms is the grease that keeps all of Plug Smart running. She wears multiple hats and plays an
important role in every job our company completes. Colleen handles AP, AR, payroll, invoicing, new hiring
process, subcontract agreement review, PO/CO management, and overall keeps the wheels on the ship.
Mrs. Lorms is a dedicated professional that quickly builds the relationships with our customers and
subcontractors that are needed to have a smooth project. Mrs. Lorms enjoys working on such a variety of
business tasks and helping solve customer problems.
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Packet Pg. 1460 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 23
Mr. Jarret Kelley
Senior Energy Engineer
BS Mechanical Engineering, University of Dayton
MS Renewable Energy, University of Dayton
Certified Energy Manager
Experience: 8 years
Mr. Kelley is Plug Smart’s lead Mechanical and Energy Engineer. As a graduate of the Renewable and Clean
Energy Master’s program at the University of Dayton, Mr. Kelley has a broad background in renewable
technologies and clean, efficient, and cost-effective energy solutions. His knowledge in energy-efficient
buildings and manufacturing has proven valuable in helping companies reduce their energy consumption
and their bottom line.
At the University of Dayton, Mr. Kelley was a graduate assistant for the Department of Energy. In this
position, he helped develop a software design tool for use in heating and cooling dominated buildings.
He also helped to identify appropriate and field-validated mathematical simulation models for energy
components. Mr. Kelley is also proficient in the following software programs; AutoCAD, Inventor, Fortran,
MatLab, ProEngineer, EES, RETScreen, eQuest, eSim, TRNSYS, and TRNSED.
Mr. Kelley has conducted extensive research in the geothermal energy field, especially with respect to
hybrid solar-geothermal systems. He has experience in detailed simulation and optimization of these
systems in both heating and cooling dominated climates. With this knowledge, he has developed a design
tool for optimizing hybrid and non-hybrid geothermal systems through funding from the Department of
Energy. Mr. Kelley also has experience as a consultant in geothermal design as well as optimizing
geothermal systems currently in place.
A partial list of recent energy services clients includes Bloomfield-Mespo Local Schools, University of
Cincinnati, University of Toledo, Great Oaks Career Campus, Health Care REIT, General Electric, Village of
Granville, North Olmsted City Schools, Carrollton Exempt Village School District, City of Toledo, Columbus
Metropolitan Library, Columbus Zoo, Great Oaks Career Center, Ricart Automotive, Morton Salt, Crown
Battery, and University Hospital.
Mr. Kelley’s energy services expertise includes geothermal systems, renewable energy, lighting
systems/controls, building automation systems, air/water cooled heat pumps, cogeneration systems,
boiler systems, chilled water systems, energy auditing, energy policy, HVAC, rebate administration, air
quality and ventilation, heat recovery concepts, and retro-commissioning.
Mr. Kelley holds his B.S. in Mechanical Engineering and an M.S. in Renewable and Clean Energy from The
University of Dayton.
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Packet Pg. 1461 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 24
Mr. Dan Trombley
Senior Mechanical Engineer
BS Mechanical Engineering, University of Dayton
MS Mechanical Engineering, University of Dayton
Certified Energy Manager
Licensed Professional Engineer (PE)
Experience: 9 years
Mr. Trombley is a Mechanical Engineer at Plug Smart. Mr. Trombley has extensive experience with energy
efficiency in the commercial and industrial sectors. Mr. Trombley handles all technical aspects of Plug
Smart’s efficiency work, including data collection and analysis, identifying energy saving opportunities,
calculating energy savings and implementation costs, and ongoing energy services.
Prior to joining Plug Smart, Mr. Trombley was a Senior Analyst at the American Council for an Energy-
Efficient Economy (ACEEE). ACEEE is a non-governmental, non-profit research organization and think tank
based in Washington, D.C. focusing on improving end-use energy efficiency throughout the economy.
While at ACEEE, Mr. Trombley conducted energy efficiency potential studies for the industrial sectors in
several states; authored or coauthored a dozen research reports covering policy analysis, program design,
and intelligent systems; and helped develop policy proposals and legislative language to enhance energy
efficiency and workforce training in the industrial sector. He also tracked and provided analysis for federal
appliance standards; analyzed the costs and savings impacts of pending major energy and climate
legislation; and managed a network of efficiency advocates, program administrators, and other
stakeholders to promote industrial energy efficiency on a state and regional level.
Before joining ACEEE, Mr. Trombley was a part of the University of Dayton’s Industrial Assessment Center
(IAC). The UD IAC is one of 24 U.S. Department of Energy-funded centers that provides free energy
assessments to small- and mid-sized manufacturers. Mr. Trombley was lead engineer on eight
assessments and participated in two dozen more. Assessments included energy bill analysis, site visits to
identify, quantify, and explain energy efficiency opportunities to plant management and staff.
Mr. Trombley has a Bachelor’s and Master’s degree in Mechanical Engineering from the University of
Dayton. He is a registered Professional Engineer in Ohio and Washington, D.C.
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Packet Pg. 1462 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 25
Ms. Alex Brogan
Energy Engineer
BS Mechanical Engineering, University of Dayton
MS Renewable and Clean Energy, University of Dayton
Experience: 3 years
Ms. Brogan is a valued member of Plug Smart’s engineering team and brings three years of engineering
and energy auditing experience to this role. Prior to joining the Plug Smart team in 2015, Ms. Brogan
served as Lead Engineer for the University of Dayton Industrial Assessment Center (UD -IAC), a U.S.
Department of Energy (DOE) sponsored center that provides energy assessments for mid-size
manufacturers, helping manufacturers to become more cost and resource competitive. In this role, Ms.
Brogan was responsible for leading a team of energy engineers on an industrial energy assessment and
completing a full energy assessment report. Under Ms. Brogan’s leadership, the UD-IAC team
recommended annual average energy cost savings of 14%, and went on to win the U.S. DOE’s National
Center of the Year award in 2015.
During her tenure at the University of Dayton, Ms. Brogan co-authored a technical paper focused on
optimizing variable-flow pumping applications for maximum energy savings. The technical paper was
published for the American Council for an Energy-Efficient Economy (ACEEE) 2015 Summer Study, and
was entitled "Are Your Variable Speed Pumping Applications Delivering the Predicted Savings? Improving
Control to Maximize Results."
A partial list of recent energy services clients include: Marriot at the Renaissance Center, Union-Scioto
Local School District, Columbus City Schools, Berne Union Local Schools, New Albany-Plain Local Schools,
Naples Community Hospital, University of Mount Union, the City of Dublin, University of Toledo, and the
City of Toledo.
Ms. Brogan’s energy services expertise includes lighting systems/controls, building automation systems,
process heating and cooling systems, optimal pumping systems/controls, cogeneration systems, boiler
systems, chilled water systems, energy auditing, energy policy, renewable energy, air quality and
ventilation, heat recovery concepts, and retro-commissioning.
Ms. Brogan earned a Bachelor of Engineering Degree in Mechanical Engineering and a Masters of
Renewable and Clean Energy from the University of Dayton.
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Packet Pg. 1463 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 26
Mr. Steve Boyce
Senior Electrical Engineer
BS Electronic Engineering, Franklin University
Certified Energy Manager & Auditor
Certified Sustainable Development Professional
Business Energy Professional
Experience: 30 years
Mr. Boyce has 30 years of experience in energy conservation and building automation. In 2014, Mr. Boyce
joined the Plug Smart team as a Senior Electrical Engineer and is utilized as the primary resource for
developing solutions involving electrical and controls upgrades.
Prior to joining Plug Smart, Mr. Boyce was the founder and chief operator of iFACTS. He founded iFACTS
to focus on providing customers with product independent control solutions. Mr. Boyce provided
automation consulting and integration services to many large industrial and institutional customers such
as General Motors, General Electric, Veterans Administration, Chrysler Corporation, Marriott
International, CDC/NIOSH, Sherwin-Williams Company, The University of Toledo, Hiram College, Lucent
Technologies, Owens Corning, and many others.
Prior to founding iFACTS, Mr. Boyce was the managing technical partner and vice president of Control
Solutions, a $75 million (revenue) independent building automation company where he worked for 18
years, ultimately selling the Control Solutions company to TAC/Schneider Electric, an $18 billion French
company,
Mr. Boyce has a BSEE (Electronic Engineering) from Franklin University, Columbus OH, and has been
awarded certifications as Certified Energy Manager (CEM), Certified Energy Auditor (CEA), Business Energy
Professional (BEP), and Certified Sustainable Development Professional (CSDP). Mr. Boyce is a lifetime
member of the Association of Energy Engineers (AEE).
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Packet Pg. 1464 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 27
Mr. Axel Korn
Senior Project Manager
Degree in Computer Science & CIS
Experience: 28 years
Mr. Korn is Plug Smart’s Senior Project Manager and the Plug Smart Florida Business Unit leader. He has
founded, owned and operated Technology Infrastructure businesses in California & Florida for 26 years
with extensive hands on experience in operations, project management incl. business development,
budgeting, estimating & marketing. Mr. Korn was responsible for the overall leadership, growth and
direction of the businesses in their fields. Amongst many industry certifications, Mr. Korn is Florida State
Licensed Certified Specialty Electrical Contractor and also holds a C7 Low Voltage Contractors License in
California.
On the technical side, Mr. Korn has extensive hands on experience in designing & implementing IT
Infrastructure (Hardware & Software) & Technology Solutions for commercial organizations. Solutions
include comprehensive Data Center design & construction, Structured Cabling for Copper & Fiber,
Integrated Automated & Control Solutions that include Security, Access Control, Lighting, Audio / Video,
CCTV, etc.
A partial list of clients includes the following; Quantum Design, Inc., Rockwell Intl’, Jet Propulsion Labs,
Control Data Corp., Sierra Wireless, Caterpillar, Rady’s Children Hospital, San Diego Union Tribune, DR
Systems, Edwards Airforce Base, Miramar NAS, Naval Amphibious Base, Coronado, Marine Corp Camp
Pendleton, University of California San Diego, Salk Institute, Science Application Intl’ Corp., Cubic Corp.,
General Atomics, Invitrogen, Qualigen, Akamai, La Jolla Pharmaceuticals, Molecular Bio Systems, Century
21st Oncology, Naples Community Hospital.
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Packet Pg. 1465 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 28
Mr. Mike Albright
Project Engineer
BS Mathematics, Miami University
Certified Energy Manager
Business Energy Professional
Certified Demand Side Manager
Experience: 30 years
Mr. Albright has over 30 years of experience in application, design, implementation and maintenance of
business systems including building automation, mechanical systems control, security, fire, inventory
control, purchasing, accounting, general automation, personnel management, scheduling, sales, and sales
management. He also has technical certifications and licenses in all areas of primary business managed.
Mr. Albright also has in-depth experience with computer hardware, software and operating systems
including LAN/WAN networking, numerous hardware platforms and PC based software and LAN
applications. He has extensive hands-on training and experience with various building automation
systems, control systems, telecommunications systems, PC’s, fire and life-safety systems, telephone,
network-based systems and business tools. Additionally, he has conducted training classes and seminars
on these systems as part of management duties and company services.
Mr. Albright’s certifications include Certification by the Association of Energy Engineers as Energy
Manager (CEM), Business Energy Professional (BEP) and Demand-Side Management Professional (CDSM).
He is also certified by the International E-Commerce Consortium as E-Commerce Consultant (CEC).
Extensive knowledge of energy systems, networking, utility monitoring, power monitoring, mechanical
systems, facilities-based support systems, security/life-safety and management procedures.
16.C.10.h
Packet Pg. 1466 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 29
Mr. Matt McMillen
Senior Controls Engineer
U.S. Navy Nuclear Power School
Certified Energy Manager
Experience: 38 years
Mr. McMillen is Plug Smart’s Senior Controls Engineering Specialist. Mr. McMillen has over 25 years of
experience with programming and commissioning controls systems throughout the country.
Mr. McMillen has extensive experience designing automated control systems for commercial HVAC,
Industrial controls, Fire and Life Safety, and access control systems. He has designed, programmed, and
supervised the installation of energy conservation projects for various schools and other public facilities
including courthouses and convention centers. Projects included lighting and HVAC controls retrofits as
well as other energy conservation measures such as economizer controls, demand ventilation, and
occupancy-based controls.
A partial list of recent energy services clients includes the following; General Motors Headquarters
(Detroit, MI), Cleveland VAMC, Chillicothe VAMC, London City Schools, GE Transportation, Benton Carroll
Salem Schools, and North Olmsted City Schools.
Mr. McMillen’s energy services expertise includes controls, renewable energy, lighting systems/controls,
building automation systems, air/water cooled heat pumps, cogeneration systems, boiler systems,
chilled water systems, energy auditing, energy policy, HVAC, rebate administration, air quality and
ventilation, heat recovery concepts, and retro-commissioning.
16.C.10.h
Packet Pg. 1467 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 30
Mr. Dan Linton
Controls Specialist
Experience: 27 years
Mr. Linton is Plug Smart’s Controls Specialist. Mr. Linton has 27 years of experience with engineering,
commissioning, and managing the installations of a variety of control systems.
Mr. Linton has extensive experience designing and installing various HVAC and building control systems
He has designed and supervised the installation of projects for various schools and other public facilities
including courthouses, hospitals, and military installations.
Mr. Linton’s experience includes working with various controls systems, including Reliable, Alerton, Tek-
Air, Inet, Automated Logic, and Computrols.
Mr. Linton also has previous experience as a self-employed general contractor.
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Packet Pg. 1468 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 31
Mr. Richard Coffey
Lead Electrician / Controls Technician
Experience: 32 years
Mr. Coffey is Plug Smart’s Lead Electrician / Controls Technician. Mr. Coffey has over 32 years of Electrical
experience and 10 years as a Controls Technician.
Mr. Coffey has worked as a Residential, Commercial and Light Industrial Electrician until he decided to go
into Controls.
Mr. Coffey has experience installing and wiring automated control systems for commercial HVAC,
Industrial controls, Fire and Life Safety, and access control systems. He has installed, and supervised the
installation of energy conservation projects for various schools and other public facilities including
courthouses and convention centers. Projects included lighting and HVAC controls retrofits as well as
other energy conservation measures such as economizer controls, demand ventilation, and occupancy-
based controls.
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Packet Pg. 1469 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 32
Mr. Cody Callanan
Controls Engineer
Multiple Industry Certifications
Experience: 9 Years
Mr. Callanan is Plug Smart’s Controls Engineer and Project Engineer of Plug Smart Florida Business Unit.
He has over 9 years experience in the building automation, systems integration and marketing/business
development.
Mr. Callanan has been involved in every step of building technology infrastructure and building
automation. He is experienced in design and implementation of IT infrastructure and technology solutions
for commercial environments. IT Infrastructure includes data center construction, structured cabling
(copper and fiber), and building automation (Security, Access Control, Lighting, HVAC, CCTV Video, and
Digital Signage)
A partial list of clients includes the following; Quantum Design, Sierra Wireless, Historic Kinsella Library,
Naples Church of Christ Century 21st Oncology, Naples Community Library, Nanpor Security Academy,
Shoot Straight Gun Range, and Oklahoma Christian University.
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Packet Pg. 1470 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 33
EVALUATION CRITERIA NO. 5: LOCAL VENDOR PREFERENCE (10 Total Points Available)
Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee
County Tax Collector for at least one year prior to proposal submission to do business within Collier County,
and that identifies the business with a permanent physical business address located within the limits of
Collier or Lee County from which the vendor’s staff operates and performs business in an area zoned for
the conduct of such business.
Juice Technologies, Inc. dba Plug Smart, has been doing business locally in Naples, primarily with and for
NCH since 2014, and we can of course prove this if required by obtaining permission from NCH to share
purchase order dates and other documentation with CCG. When CCG Procurement switched to BidSync
and began new policies within Procurement, including “local vendor preference” we then learned about
the “Business Tax Receipts” that are issued within Collier County. Upon learning of this requirement, I
immediately asked our CFO, Benton Cook, CPA to file all the required paperwork with Collier County that
pertains to this “Business Tax Receipt” status. Benton did so, but only a few months back so a year has
not yet transpired since he filed it. Clearly however, we would meet anyone’s definition of a “local
business” in Collier County as we have maintained an on-site office inside of NCH’s downtown hospital for
nearly four years and we work for them locally every single day! Please do not hesitate to contact me if
you have any further questions regarding our Naples based, local office.
Sincerely,
Rich Housh CEO
Plug Smart
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Packet Pg. 1471 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
COLLIER COUNTY
18-7313 HVAC Replacement and
New Installation
Proprietary and Confidential:
Do Not Distribute
RFP Response | Page 34
Insurance Information
16.C.10.h
Packet Pg. 1472 Attachment: Plug Smart (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
________________________________________________________________________________________________
8170 Mainline Pkwy
Fort Myers, FL 33912
Tel 239 / 939-4502
Fax 239 / 939-4225
www.umihvac.com
CM C056872 CF C024464
Solicitation 18‐7313
Cover Letter
United Mechanical Inc. was founded in 1987 and has been serving Southwest Florida for over 30
years.
Over the course of our history we have completed thousands of replacement and new
instillation projects. Our company has been built around serving the needs of our clients in a
professional and profitable way.
United Mechanical Inc. is involved in the Southwest Florida Community in giving back as well
through our involvement with St. Matthews House, The United Way, Community Cooperative,
Gulf Coast Humane Society and many others.
We continue to maintain a highly technical staff dedicated to learning, training and sharing with
one another to improve the lives of our clients.
We are privileged to have over 240 men and women with many over 10 and 20 years with our
company.
The authorized contact persons for this proposal are as follows:
1. Mike Clark, President – (239) 939‐4502, mclark@umihvac.com
2. Jim Cloonan, General Manager – (239) 222‐4039, jcloonan@umihvac.com
3. Joni Blake, Comptroller – 239‐939‐4502.jblake@umihvac.com
Michael A Clark
President
16.C.10.i
Packet Pg. 1473 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.i
Packet Pg. 1474 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
________________________________________________________________________________________________
8170 Mainline Pkwy
Fort Myers, FL 33912
Tel 239 / 939-4502
Fax 239 / 939-4225
www.umihvac.com
CM C056872 CF C024464
Solicitation 18‐7313
Experience and Capacity of United Mechanical Inc.
Over the course of our 30 plus year history Untied Mechanical Inc. has completed work on
numerous different types of facilities including Hospitals, Schools, Recreation Centers,
Government Buildings and Libraries.
United Mechanical Inc. employees over 240 men and women with the majority living with in a
75 mile radius of Collier County.
United Mechanical Inc. maintains a State Certified Mechanical Contractors License CMC056872
and also has a registered Mechanical Engineer on staff.
United Mechanical Inc. has over 30 years’ experience as a company on commercial
replacements and installations and has been doing residential replacements and instillations for
over 5 years.
In the last year United Mechanical Inc. completed over 200 projects valued at over
$35,000,000,000 in new installations and replacements.
Below is a list of five completed project references:
Project #1
Project Description: Veterans Park Elementary School ‐ Complete replacement of the Central
Energy Plant consisting of chillers, cooling towers, pumps, controls and hydronic specialties.
Start Date: November 2016
End Date: July 2017
Original Budget: $2,943,000
Final Project Cost: $1,503,000 ‐ The difference represents Owner Direct Purchase Equipment
Number of Change Orders: 5 – Owner directed
General Contractor: OAK
Owner: Lee County Schools
Project #2
16.C.10.i
Packet Pg. 1475 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
Project Description: Pelican Bay Country Club – Complete new Country Club building including
air cooled chillers, pumps, controls, ductwork, kitchen hoods and split systems.
Start Date: June 2016
End Date: August 2017
Original Budget: $1,691,625
Final Project Cost: $1,752,000
Number of Change Orders: 7 – Owner directed
General Contractor: D. Garrett Construction
Owner: The Club at Pelican Bay
Project #3
Project Description: Westin Conference Center – Complete new Conference Center in Cape
Coral, FL. Services included air cooled chiller, chilled water system, and hot water boiler, piping,
supply, return and exhaust ductwork.
Start Date: April 2017
End Date: December 2017
Original Budget: $1,633,000
Final Project Cost: $1,622,700
Number of Change Orders: 8 – Owner directed
General Contractor: Chris‐Tel Construction
Owner: Westin Hotels
Project #4
Project Description: Golisano Children’s Hospital – Complete new Central Energy Plant
consisting of chillers, boilers, cooling towers, pumps, generator, hydronic specialties, removal of
existing children’s wing including supply, return and exhaust ductwork.
Start Date: October 2014
End Date: October 2017
Original Budget: $6,139,425
Final Project Cost: $ 6,623,528
Number of Change Orders: 17 – Owner directed
General Contractor: Skanska
Owner: Lee Health
Project #5
Project Description: USDA Sterile Insect Facility – New Department of Agriculture Research
Facility consisting of air cooled chiller, chilled water systems, supply, return, exhaust and outside
air duct systems.
Start Date: June 2017
End Date: January 2018
Original Budget: $179,000
Final Project Cost: $368,506
Number of Change Orders: 2
General Contractor: Halfacre Construction
Owner: US Department of Agriculture
16.C.10.i
Packet Pg. 1476 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
________________________________________________________________________________________________
8170 Mainline Pkwy
Fort Myers, FL 33912
Tel 239 / 939-4502
Fax 239 / 939-4225
www.umihvac.com
CM C056872 CF C024464
Solicitation 18‐7313
Specialized Expertise of Team Members
The proposed contract team from United Mechanical will be comprised of different individuals
depending upon the type of project. At a minimum they will consist of the following:
Sam Moreland, PE – Director of Engineering – registered PE with over 25 years of experience.
See the attached Resume.
David Deiacova – Over 10 years of experience. Universal CFC, Lochinvar Boiler Certified,
Mitsubishi Multi City VRF Systems Certified, Quantech Chillers, Addison Startup Certified, 4 yr.
Vo‐tech Electrical Certified.
Rich Ringler – Commercial Service Manager – Over 25 years of experience. Universal CFC, Aaon
Certified, Mitsubishi Multi City VRF Systems Certified, Trane Chiller Certified, Carrier Chiller
Certified, York Chiller Certified.
Jim Dilello – Piping Department Manager ‐ See the attached Resume.
Emery Bringing – Sheet metal Department Manager ‐ See the attached Resume.
Jim Cloonan – Service General Manager ‐ See the attached Resume.
16.C.10.i
Packet Pg. 1477 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
________________________________________________________________________________________________
8170 Mainline Pkwy
Fort Myers, FL 33912
Tel 239 / 939-4502
Fax 239 / 939-4225
www.umihvac.com
CM C056872 CF C024464
Solicitation 18‐7313
Specialized Expertise of Team Members
The proposed contract team from United Mechanical will be comprised of different individuals
depending upon the type of project. At a minimum they will consist of the following:
Sam Moreland, PE – Director of Engineering – registered PE with over 25 years of experience.
See the attached Resume.
David Deiacova – Over 10 years of experience. Universal CFC, Lochinvar Boiler Certified,
Mitsubishi Multi City VRF Systems Certified, Quantech Chillers, Addison Startup Certified, 4 yr.
Vo‐tech Electrical Certified.
Rich Ringler – Commercial Service Manager – Over 25 years of experience. Universal CFC, Aaon
Certified, Mitsubishi Multi City VRF Systems Certified, Trane Chiller Certified, Carrier Chiller
Certified, York Chiller Certified.
Jim Dilello – Piping Department Manager ‐ See the attached Resume.
Emery Bringing – Sheet metal Department Manager ‐ See the attached Resume.
Jim Cloonan – Service General Manager ‐ See the attached Resume.
16.C.10.i
Packet Pg. 1478 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
________________________________________________________________________________________________
8170 Mainline Pkwy
Fort Myers, FL 33912
Tel 239 / 939-4502
Fax 239 / 939-4225
www.umihvac.com
CM C056872 CF C024464
Solicitation 18‐7313
Experience and Capacity of United Mechanical Inc.
Over the course of our 30 plus year history Untied Mechanical Inc. has completed work on
numerous different types of facilities including Hospitals, Schools, Recreation Centers,
Government Buildings and Libraries.
United Mechanical Inc. employees over 240 men and women with the majority living with in a
75 mile radius of Collier County.
United Mechanical Inc. maintains a State Certified Mechanical Contractors License CMC056872
and also has a registered Mechanical Engineer on staff.
United Mechanical Inc. has over 30 years’ experience as a company on commercial
replacements and installations and has been doing residential replacements and instillations for
over 5 years.
In the last year United Mechanical Inc. completed over 200 projects valued at over
$35,000,000,000 in new installations and replacements.
Below is a list of five completed project references:
Project #1
Project Description: Veterans Park Elementary School ‐ Complete replacement of the Central
Energy Plant consisting of chillers, cooling towers, pumps, controls and hydronic specialties.
Start Date: November 2016
End Date: July 2017
Original Budget: $2,943,000
Final Project Cost: $1,503,000 ‐ The difference represents Owner Direct Purchase Equipment
Number of Change Orders: 5 – Owner directed
General Contractor: OAK
Owner: Lee County Schools
Project #2
16.C.10.i
Packet Pg. 1479 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
Project Description: Pelican Bay Country Club – Complete new Country Club building including
air cooled chillers, pumps, controls, ductwork, kitchen hoods and split systems.
Start Date: June 2016
End Date: August 2017
Original Budget: $1,691,625
Final Project Cost: $1,752,000
Number of Change Orders: 7 – Owner directed
General Contractor: D. Garrett Construction
Owner: The Club at Pelican Bay
Project #3
Project Description: Westin Conference Center – Complete new Conference Center in Cape
Coral, FL. Services included air cooled chiller, chilled water system, and hot water boiler, piping,
supply, return and exhaust ductwork.
Start Date: April 2017
End Date: December 2017
Original Budget: $1,633,000
Final Project Cost: $1,622,700
Number of Change Orders: 8 – Owner directed
General Contractor: Chris‐Tel Construction
Owner: Westin Hotels
Project #4
Project Description: Golisano Children’s Hospital – Complete new Central Energy Plant
consisting of chillers, boilers, cooling towers, pumps, generator, hydronic specialties, removal of
existing children’s wing including supply, return and exhaust ductwork.
Start Date: October 2014
End Date: October 2017
Original Budget: $6,139,425
Final Project Cost: $ 6,623,528
Number of Change Orders: 17 – Owner directed
General Contractor: Skanska
Owner: Lee Health
Project #5
Project Description: USDA Sterile Insect Facility – New Department of Agriculture Research
Facility consisting of air cooled chiller, chilled water systems, supply, return, exhaust and outside
air duct systems.
Start Date: June 2017
End Date: January 2018
Original Budget: $179,000
Final Project Cost: $368,506
Number of Change Orders: 2
General Contractor: Halfacre Construction
Owner: US Department of Agriculture
16.C.10.i
Packet Pg. 1480 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
16.C.10.i
Packet Pg. 1481 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
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Packet Pg. 1482 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
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Packet Pg. 1483 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
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Packet Pg. 1484 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
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Packet Pg. 1485 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
4726 27th Street West
Bradenton, FL 34207
ebrining@umihvac.com Charles E. “Emery” Brining
Experience: 1989 to Present United Mechanical, Inc. Fort Myers, FL
Field Manager
• HVAC Department scheduling and coordination
• HVAC Quality Control Operations
• Meeting with owners, engineers, contractors for project
development and scheduling
Types of projects have included:
• Medical Surgery and Behavioral Health Hospitals, medical clinics,
nursing homes, retirement centers, and other facilities inspected by
AHCA
• Educational Facilities
• Commercial and Industrial Facilities
1988 to 1989 B&I Contractors Fort Myers, FL
HVAC Supervisor
• Jobsite scheduling and coordination
• Material Take-off and requisitions
• All aspects of project supervision
Education:
• Palmetto High School
Certifications:
• OSHA 10 & OSHA 30
• American Safety & Health Institute
Adult/ Pediatric CPR- 2002
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Packet Pg. 1486 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
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Packet Pg. 1487 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
2436 Orchid Bay Drive #203
Naples, FL 34109
jcloonan@umihvac.com James Cloonan
Experience: 2011 to Present United Mechanical, Inc. Fort Myers, FL
Service Manager 12/2014 -Present
Service Supervisor 2013 – 2014
Service Technician 2011 – 2013
Establish training program in conjunction with Service General Manager
for technicians, to include both classroom and field instruction. Require
a minimum # of hours per year mandatory for consideration of
advancement or wage increase for their job description.
Responsible for discipline and praise of technicians
Make written notes for file for both positive and negative issues dealing
with technicians.
Follow up and encourage production by technicians
Make initial contact with new customer
Conduct job visits with Service Salesman on periodic basis
Develop recommended truck stock inventory and truck/ personnel
cleanliness regulations
Keep abreast of new technologies and products and advise / share
information.
Assist Service General Manager / Service Office Manager with review
of work orders when issues arise.
Make sure safety rules are being followed and re-train as required.
Develop with assistance / input of Service Manager and Salesman a
consistent service contract proposal form
Work with service dispatch to make sure great customer service is being
displayed. Train as necessary.
Handle customer complaints immediately and advise Service Manager
and salesman of resolution
Assist Service Sales in closing sales
Assist dispatch in scheduling of technicians to maximize productivity
Coordinate with Construction Project Managers on new start-up’s and
necessary service involvement
Verify and hold accountable all direct reports are following their
function as described
Build working relationships with direct reports, department heads and
technicians to influence operational decisions and build morale
Hold meetings (short) with technicians to discuss relevant issues both
good and bad. rack /praise technicians on Q&R performance
Meet with President & Vice President monthly to discuss status of
ongoing operations
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Packet Pg. 1488 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
2001 – 2011 CNR Air Conditioning Naples, FL
General Manager 2007-2011
Service Manager 2005-2007
Lead Technician / Customer Service 2001-2005
Responsibilities included:
Managed the general operations of the day to day business for the entire
company
Provide hands on training and technical support for all field personnel
Develop and implement safety policies and standards for the company
Negotiate pricing and contract details for the new construction aspect of
the company
Attend all construction and job related meetings for the company
Design duct systems and zone control systems for homes
Help design and implement engineer designed dehumidification controls
and systems
Customer service, quality control and sales
Design of refrigeration and wine cellar applications
1999 to 2001 General Air Conditioning Naples, FL
Installer / Service Technician
Responsibilities included:
Crew leader in the installation of production and custom home HVAC
systems from the ground up. Plan, implementing and managing the crew
I was in charge of.
Education:
Business Administration Degree from Hodge University 2011
Dr. Phillips High School, Graduated in 1998
Certifications: Daikin VRV Commissioning, NATE Certified, Niagara AX Certified, Price Critical
Controls Certified, EPA Universal, Rigging Operator, Crane Hand Signaler
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Packet Pg. 1489 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
2007 N.E. 2nd St.
Cape Coral, FL 33909
jdilello@umihvac.com James Dilello
Experience: 2001 to Present United Mechanical, Inc. Fort Myers, FL
Field Manager
• HVAC Department scheduling and coordination
• HVAC Quality Control Operations
• Meeting with owners, engineers, contractors for project
development and scheduling
Types of projects have included:
• Medical Surgery and Behavioral Health Hospitals, medical clinics,
nursing homes, retirement centers, and other facilities inspected by
AHCA
• Educational Facilities
• Commercial and Industrial Facilities
1999 to 2001 Hydro Rock Company, Inc. Fort Myers, FL
Supervisor / Welder
• Design, blueprint and fabricate heavy equipment for heavy rock
trenching
• Order materials and supplies
1980 to 1999 Lakewood Manufacturing Company Westlake, Ohio
Production Control / Shipping and Receiving Supervisor 97-99
• Duties included: Expediting of parts to customers and vendors,
purchasing of assembly parts. Keeping computerized inventory.
Warehouse Manager for all raw materials for entire shop.
Welding Supervisor
• Duties Included: Supervision of manual /robotics welding and
warehouse management. Responsible for the training of new
welders and blueprint/ SPC chart training, employee evaluations
and hiring of personnel. Developed cleaning system for etched
metals. Engineering of new jobs. Purchasing of welding
equipment and supplies and coordination of monthly scheduling.
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Packet Pg. 1490 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
Machining Supervisor 91- 97
• Duties Included: Hiring and evaluating of department personnel.
Coordinating of monthly scheduling / biweekly meetings.
Engineering of new jobs. Purchasing of departmental supplies.
Repairing of machines. Training of personnel in blueprint /SPC
charts.
Second Shift Plant Supervisor 87-89
• Duties Included: Hiring and evaluating of department personnel.
Scheduling of plant wide work. Responsible for tool/die, machine
centers, press room, grinding, welding and shipping/receiving.
Working Group Leader 87-87
• Duties Included: Supervision of second/third shift personnel.
Training of all employees. Responsible for coordination of
assignments, production welding and machining.
Production Welder 80-87
• Duties Included: Responsible of welding in the area of GMAW,
GTAW, oxy-acetylene, aluminum and stainless steel. Received
AWS D1.1 and D1.2 certification.
Education:
• North Olmsted High School – Graduated 1979
• Polaris Vocational School 1979- State of Ohio Electronic
Certification
• Lakewood Manufacturing Company, Welding Certification
1981- Present AWS D1.21 and D1.2
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Packet Pg. 1491 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
10716 Bradbury Way
Ft. Myers, FL 33913
smoreland@umihvac.com Samuel W. Moreland, PE
Experience:
1/2012 to 9/2014 & 12/2015 to present
United Mechanical Inc., Fort Myers, FL
Director of Engineering
• Responsible for design/build and negotiated work
• Mechanical and Plumbing (including Med Gas) designer
• Conceptual estimating and budgeting
• Load calculations and energy analysis
• Experience with AHCA regulated work in hospitals and behavioral
health.
• Experience with commercial work and industrial facilities
9/2014 to 12/2015 Plug Smart Fort Myers, FL
Florida Business Unit Leader
• Business unit manager for energy services
• Developed energy master plans
• Implemented energy related projects such as chiller changeouts,
lighting retrofits, and control system optimization
• Managed architectural, engineering, and construction related
subcontractors
• Oversight of project managers and technicians
3/2008 to 11/2011 Tampa Bay Trane Fort Myers, FL
Sales Engineer
• Engineering and contractor sales for Trane commercial HVAC
products including chillers, cooling towers, package and split DX,
pumps, ERVs, and control systems.
• Approximately 5 million in annual sales
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Packet Pg. 1492 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
2/2005 to 3/2008 Tom Barrow Co., Fort Myers, FL
Sales Engineer
• Engineering and contractor sales for HVAC manufacturer’s
representative.
• Commercial products include fans, air distribution, louvers,
dampers, & duct.
• Increased accounts to approximately 3 million in annual sales
1/2001 to 1/2005 Scientific Climate Systems, Inc Houston, TX
Engineering Manager
• Design/build work for environmental chambers and very
low dew point rooms for manufacturing
• Created all designs and specifications
• Designed and programmed PLC based control systems
• Conceptual estimated and budgeting
• Project management for domestic and international work
• Increased sales from 1 million to 8 million during tenure
6/1997 to 1/2001 Munters Houston, TX
Sales Engineer
• Industrial sales of dehumidification systems in Texas and
Louisiana
• Responsible for new equipment, parts, and service sales
• Increased new equipment sales from 1 million to 2 million
• Responsible for all aspects of sales including developing
specifications, budgets, quotes, order processing, and project
managements.
6/1994 to 6/1997 Schlumberger
Natchez, MS; Long Beach, CA; Houston, TX
Wireline Engineer
• Performed evaluation and production services on newly drilled and
existing oil and gas wells
• Generated wireline logs in the field and interpreted them for
clients.
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Packet Pg. 1493 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)
• Safely used radioactive sources, shaped charges, and high-pressure
wellhead equipment to perform services.
• Supervised work crews of two to five operators
Education: University of Florida Bachelor of Science in Mechanical Engineering,
April 1994
University of Houston Executive MBA Program, May 2001 with Honors
Professional Registered Florida PE, License Number 64703
Registration: LEED Accredited Professional – December 2008
Affiliations: American Society of Heating Refrigeration and Air Conditioning
Engineers (ASHRAE) – member and active in Southwest Florida Chapter
139.
2008-2009 Chapter President. Other past offices include Webmaster,
Research Promotion Chair, Treasurer, and Golf Tournament Chair.
Non-Athlete Member of USA Swimming – Official & Coach, Coach and
Athlete Member of U.S. Masters Swimming
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Packet Pg. 1494 Attachment: United Mechanicals Proposal (5938 : Award Contract 18-7313, HVAC Replacements and New Installations)