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Agenda 05/28/2024 Item #16F 8 (Award Invitation for Qualification "HVAC Replacement and Installation Services to Ameresco, Inc and United Mechanical, LLC)05/28/2024 EXECUTIVE SUMMARY Recommendation to award Invitation for Qualification No. 23-8123, “HVAC Replacement and Installation Services,” to Ameresco, Inc., and United Mechanical, LLC, and to authorize the Chairman to sign the attached Agreements. OBJECTIVE: To obtain HVAC Replacement and Installation Services in a fair and competitive manner in accordance with the Procurement Ordinance. CONSIDERATIONS: The Facilities Management Division oversees the maintenance of county-owned and leased buildings and facilities, which includes managing the HVAC equipment at such locations and engaging contractors to ensure proper HVAC replacements and installations. On July 6, 2023, the Procurement Services Division released notices for Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement and Installation Services. The County received three proposals by the September 6, 2023 deadline. Staff determined one proposal non-responsive and non-responsible as shown in the below chart. Respondents: Company Name City County State Final Ranking Responsive/ Responsible Ameresco, Inc Fort Myers Lee FL 1 Yes/Yes United Mechanical, LLC Fort Myers Lee FL 2 Yes/Yes Air Mechanical & Service Corp. Tampa Hillsborou gh FL N/A No/Yes A selection committee met on November 9, 2023, and after reviewing the proposals and deliberating, the committee scored the proposals and ranked the firms in the order shown above. Staff recommends issuing contracts to both responsive and responsible contractors and, as indicated in the solicitation, will be requesting quotes from both firms for all work. Ameresco, Inc., has been registered to transact business in Florida since 2000. In 2021, Ameresco, Inc., acquired Plug Smart, an awarded vendor under the previous solicitation No. 18-7313. United Mechanical, LLC, formerly known as United Mechanical, Inc., incorporated in Florida in 2020 and was also an awarded vendor under the prior solicitation. Importantly, there were no performance issues reported as to either of those vendors during their previous contracts for these services. FISCAL IMPACT: The historical spend for these services was, on average, $400,000.00 per contract year during the previous contract, which began July 10, 2018. Funding for this contract is available within the various maintenance projects within the County-wide Capital Project Fund 3001. Other County Manager Divisions utilizing this contract will provide funding from their respective budgets. 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 IFQ #23-8123, “HVAC Replacement and Installations,” to Ameresco, Inc. and United Mechanical, LLC, and to authorize the Chairman to sign the attached Agreements. Prepared By: Todd Fiedorowicz, Contract Administration Specialist, Facilities Management Division 16.F.8 Packet Pg. 1935 05/28/2024 ATTACHMENT(S) 1. 23-8123 Solicitation (PDF) 2. Ameresco Inc Proposal (PDF) 3. United Mechanical LLC Proposal (PDF) 4. 23-8123 FinalRanking (PDF) 5. 23-8123 NORA executed (PDF) 6. 23-8123 Insurance_Ameresco (PDF) 7. 23-8123 Insurance_United (PDF) 8. 23-8123_VendorSigned_Ameresco (PDF) 9. 23-8123_VendorSigned_United (PDF) 16.F.8 Packet Pg. 1936 05/28/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.F.8 Doc ID: 28866 Item Summary: Recommendation to award Invitation for Qualification No. 23-8123, “HVAC Replacement and Installation Services,” to Ameresco, Inc., and United Mechanical, LLC, and to authorize the Chairman to sign the attached Agreements. Meeting Date: 05/28/2024 Prepared by: Title: – Facilities Management Name: Todd Fiedorowicz 05/08/2024 3:25 PM Submitted by: Title: – Facilities Management Name: John McCormick 05/08/2024 3:25 PM Approved By: Review: Facilities Management John McCormick Director - Facilities Completed 05/08/2024 3:28 PM Procurement Services Francheska Correa Level 1 Purchasing Gatekeeper Completed 05/08/2024 4:32 PM Facilities Management Jennifer Belpedio Manager - Real Property Completed 05/10/2024 3:36 PM Capital Project Planning, Impact Fees, and Program Management Todd Fiedorowicz Other Reviewer Skipped 05/16/2024 10:56 AM Procurement Services Sandra Srnka Procurement Director Review Completed 05/20/2024 9:22 PM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 05/21/2024 8:37 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 05/21/2024 8:41 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/21/2024 12:40 PM Community & Human Services Maggie Lopez OMB Reviewer Completed 05/22/2024 10:03 AM County Manager's Office Ed Finn Level 4 County Manager Review Completed 05/22/2024 4:12 PM Board of County Commissioners Geoffrey Willig Meeting Pending 05/28/2024 9:00 AM 16.F.8 Packet Pg. 1937 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS INVITATION FOR QUALIFICATION (IFQ) FOR HVAC REPLACEMENT AND INSTALLATION SERVICES SOLICITATION NO.: 23-8123 JUAN DELGADO, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8992 Juan.Delgado@colliercountyfl.gov (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.F.8.a Packet Pg. 1938 Attachment: 23-8123 Solicitation (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) SOLICITATION PUBLIC NOTICE INVITATION FOR QUALIFICATION (IFQ) NUMBER: 23-8123 PROJECT TITLE: HVAC REPLACEMENT AND INSTALLATION SERVICES IFQ OPENING DAY/DATE/TIME: TUESDAY, AUGUST 22, 2023, AT 3:00 PM EST PLACE OF IFQ 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/ 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 Invitation for Qualification (hereinafter, “IFQ”) with the intent of obtaining proposals from interested and qualified Contractor(s) in accordance with the terms, conditions, and specifications stated or attached. The Contractor(s), 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 Collier County departments once awarded according to the Board of County Commissioners Procurement Ordinance. The County is soliciting the most qualified Contractor(s) for an annual contract for heating, ventilation, and air conditioning (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, on average, four hundred thousand dollars ($400,000) annually for these services over the life of the current contract., however, this may not be indicative of future buying patterns. 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 375,000. 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 878 buildings of various uses comprising more than 4.8 million sf of gross floor area, of which 145 buildings and 3.7 million sf are under air conditioning. Systems and equipment vary widely, some facilities are served by a central chiller plant, others are served by packaged rooftop units, and others are served by split-system units, and/or a 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. Control systems range from integrated building automation systems with central monitoring to independent localized thermostatic control. 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. The County Manager, or designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written notice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term the n in effect. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to Collier County at the time and place of delivery, provided that risk of loss prior to actual receipt of the goods by Collier County nonetheless remains with Contractor. INTRODUCTION BACKGROUND TERM OF CONTRACT 16.F.8.a Packet Pg. 1939 Attachment: 23-8123 Solicitation (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Section 1. The awarded Contractor(s) shall use qualified technicians to complete all work in accordance with the requirements specified in the Scope. Technician credentials may be requested by the Division. The technicians shall be experienced in all facets of HVAC systems and related control systems. Experience shall include, but not be limited to the following work: 1. Installation, maintenance, test, and balance of chiller water and air handlers, and operation of all related systems. 2. The Contractor(s) shall be competent in the replacement and installation of equipment including, but not limited to: chillers, pumps, cooling towers, heat exchangers, 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. 3. When the Division adds, repairs, or replaces HVAC equipment, the mechanical and control work must interface with the existing front-end controller. The Contractor(s) shall evaluate the control needs based on the scope of the project, functionality controls, and the age of the equipment. The existing front-end controller is Reliable Controls. Therefore, the qualified Contractor(s) must be familiar with this system and must be competent in HVAC b uilding automation system integration. All new controls will be BTL Certified and 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 and existing dashboard. 4. The Contractor(s) shall furnish all necessary qualified labor, materials, equipment, tools, consumables, transportation, skills, and incidentals required for the services requested. All work, equipment, parts, and materials not sp ecified in project plans and specifications must then meet Collier County Vertical Standards/Facilities Master Specs and the Florida Building Code (FBC). If any work, equipment, parts, and materials are not addressed in the project plans and specifications or Collier County Vertical Standards/Facilities Master Specs, approval by the Collier County Project Manager shall be required. 5. Contractor(s) must ensure proper installation of all HVAC equipment, per manufacturer’s instructions, relevant standards and/or guidelines. 6. Contractor(s) must provide and install any control system components necessary to provide the Division with a fully functioning system. Division 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(s). 7. Training associated with new equipment for O&M as required, as well as necessary literature. 8. Work of similar nature and not specifically outlined above. Section 2. Minimum Qualifications 1. Contractor(s) shall be State of Florida registered and maintain a current Mechanical Contractor’s license, and certifications per Florida Statutes 489.105, throughout the life of the contract. 2. The Contractor's technicians shall have at least an EPA Section 608 Type II CFC Certification. Section 3. Procedures for Distribution of Work The Contractor(s) awarded an assignment shall perform on the site, and with its own organization, work equivalent to at least fifty- one percent (51%) of the total amount of work to be performed under the assignment. This percentage may be reduced if, while performing the work, the Contractor(s) requests a reduction, and the Collier County Project Manager determines that the reduc tion would be in the best interest of Collier County. All awarded Contractors are expected to submit quotes for each Request for Quotation that will be issued under the resultant contract, for the duration of the contract. Repeatedly failing to submit a quote, when requested, may result in the removal of the awardee from the contract pool. DETAILED SCOPE OF WORK 16.F.8.a Packet Pg. 1940 Attachment: 23-8123 Solicitation (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 3.1 For all projects with a value up to $500,000, the procedure for obtaining quotes from the awarded Contractors is outlined below: 1. A Summary of Work and a Request for Quotation will be sent to all the selected Contractors. Completion time and the collection of liquidated damages may be specified in the Request for Quotation. 2. The Division’s Project Manager will set the required response time for each project, but the Contractors will be given a minimum of ten (10) business days to provide a quote. Other projects may require a longer quoting period to allow for proper coordination. This period may also include a pre-bid meeting. 3. The County may negotiate terms and conditions of the Scope of Work. 4. The County’s Project Manager will review all quotes received by the given due date and may negotiate with the Contractor who submits the lowest quote, if outside the budget. 5. Payment and Performance Bonds will be required for projects over $200,000 and shall be provided within ten (10) business days after notification of intent to award. 6. Contractor will commence work upon the County’s issuance of a Notice to Proceed/Purchase Order. The Contractor agrees that any Purchase Order that extends beyond the expiration date of the resultant contract will survive and remain subject to the terms and conditions of the resultant contract until the completion or termination of work. The County reserves the right to waive any or all of these requirements and to separately solicit any job if it’s in the best int erest of the County. The County reserves the right to supply all necessary parts for selected projects and repairs. Projects exceeding the $500,000 threshold will be formally solicited. 3.2 Price Methodology. The Contractor will be compensated for a lump sum, unit price, and time and material not to exceed (T&M NTE) work, as applicable, including material and specialty equipment markup. The markup for subcontractors shall not exceed 15%. The markup for materials and rental equipment shall not exceed 10%. All T&M NTE work will utilize a fee schedule. Fee schedule rates, which are subject to additions or deletions, will be negotiated with the awarded Contractors and will be added to the contract for utilization. For all T&M NTE work, Contractor(s) shall be required to provide backup documentation of the Contractor’s time and proof of the subcontractor services and/or parts/materials/ equipment/rental equipment by providing invoices and receipts at the time of invoice submission . Ancillary charges may be transferred to the County in the actual amount; however, mark-ups will not be allowed. Mark-ups will not be allowed on freight, sales tax, consumer fees or taxes, use, and other similar taxes or fees associated with any work under the resultant contract. Section 4. Non-Urgent Work Work will be performed during normal business hours Monday through Friday, 7:00 AM to 5:00 PM, but shall not interfere with County operations. In some cases, work may be limited to after-hours and weekends. Project schedule shall be approved by the Division Representative or designee. Section 5. Urgent Work Urgent work shall be defined as any work that is not scheduled. 24 -hour availability is needed to complete on-call urgent work. Urgent work will be completed on a rotating schedule with one (1) Contractor designated for a one (1) week period. Each awarded Contractor shall supply all County departments utilizing the resultant contract with a minimum of two (2) twenty -four (24) hour urgent contact phone numbers. All Contractors must participate in the urgent work rotation, which will be equally divided among the awarded Contractors. The annual schedule will be developed at a meeting with all awarded Contractors at the beginning of the contract term, and annually thereafter. The Facilities Management Division will manage and maintain rotation schedules such that three (3) months of future assignments are accessible to all Contractors. Urgent work requests require telephone or email acknowledgment of the request within two (2) hours. Contractor must provide a Time and Materials Not to Exceed (T&M NTE) quote within 24 hours of the visit and also provide a schedule to complete require d repairs. The County may require the Contractor to secur e damaged work area via a temporary repair. Should a Contractor fail to respond to an urgent call the next Contractor in rotation shall be contacted. Any failure to provide coverage by a Contractor , may be subject to termination. Section 6. General Requirements The selected Contractor(s) is to provide assurances of quality work throughout the project phases and maintain records of work and costs. 16.F.8.a Packet Pg. 1941 Attachment: 23-8123 Solicitation (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 1. During construction, the selected Contractor(s) must provide: • Oversight of construction to ensure quality of work that is compliant with any relevant industry standard and/or guideline. • Contractor(s) to ensure work matches the design. If any changes are made to the design, they must be approved by the Design Professional, Collier County Project Manager, and clearly documented. • Supplemental drawings, when required. • If the Contractor(s) is to use any subcontractors during construction, the Contractor(s) shall be fully responsible to ensure that the subcontractors have sufficient insurance, licenses, certification, etc. for work with the Division. • Measurement and Verification upon completion. 2. The Contractor(s) shall not remove any equipment containing a Collier County asset sticker unless r equested by Division Representative or designee. The Contractor(s) shall request that, when replacing equipment, the asset sticker be removed by a Division staff member authorized to adjust the equipment inventory records. The Contractor(s) will place asset stickers on the equipment, as necessary for no charge. 3. Contractor(s) must provide disposal and recycling of all equipment and materials, including any existing systems that may be removed and/or replaced 4. Upon close out of the project, manufacturer/labor and extended warranties will be provided to the Division. 1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in 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 re commend multiple firms to establish a library for services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additiona l information after grading and before the final ranking. A contract will be developed with the selected firms, based on their qualifications 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 Invitation for Qualification selection process. 1.3 The intent of the scoring of the proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing, and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the Proposers with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank. 1.5 Based upon a review of these proposals, the COUNTY will rank the Proposers based on the qualifications, discussion, and clarifying questions, and recommend multiple firms in a pool for quoting services. 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. Contractors 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 1. Cover Letter / Management Summary 5 Points 2. Certified Woman and/or Minority Business Enterprise 5 Points 3. Experience and Capacity of the Business 40 Points 4. Specialized Expertise of Team Members 40 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 IFQ 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. INVITATION FOR QUALIFICATION (IFQ) PROCESS 16.F.8.a Packet Pg. 1942 Attachment: 23-8123 Solicitation (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available) Provide a cover letter, signed by an authorized officer of the company, indicating the underlying philosophy of the company 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 Contractor’s certification that the Contractor will accept any awards as a result of this IFQ. EVALUATION CRITERIA NO. 2: CERTIFIED WOMAN AND/OR MINORITY BUSINESS ENTERPRISE (5 Total Points Available) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Woman and/or Minority Business Enterprise. EVALUATION CRITERIA NO. 3: EXPERIENCE AND CAPACITY OF THE BUSINESS (40 Total Points Available) In this criterion, include but not limited to: Provide information that documents your company’s qualifications to produce the required deliverables: • Contractors 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. • How many installations crews does your business have? • What licenses does your staff maintain and how many are licensed? • How many years of experience does your business have with replacements and new installations (please break down by commercial and residential)? • How many new installation projects has your company completed in the last year and what was the total project cost? The County requests that the proposer submits a minimum of five (5) completed reference forms from clients (during 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 contractor that best represent projects of similar size, scope, and complexity of this project using the Reference Questionnaire form provided. With each reference, please include a brief description of the HVAC replacement and new installation projects including start date, end date, original budget, and final project cost. 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. Proposers 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. EVALUATION CRITERIA NO. 4: SPECIALIZED EXPERTISE OF TEAM MEMBERS (40 Total Points) In this criterion, include but not limited to: • 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. • Mechanical Contractor’s license. • The Contractor's technicians EPA Section 608 Type II CFC Certification. • 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 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. VENDOR CHECKLIST 16.F.8.a Packet Pg. 1943 Attachment: 23-8123 Solicitation (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) ***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)*** 16.F.8.a Packet Pg. 1944 Attachment: 23-8123 Solicitation (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 1 Solicitation 23-8123 HVAC Replacement and Installation Services September 5, 2023 16.F.8.b Packet Pg. 1945 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services Page TABLE OF CONTENTS 1 Vendor Check List 2 General Bid Instructions Acknowledgement & Acceptance 3 Collier County Purchase Order Terms and Conditions Acknowledgement & Acceptance 4-5 Form 1 Vendor Declaration Statement 6 Form 2 Conflict of Interest Certification Affidavit 7-10 Proof of Status – Florida Department of State 11 Form 3 Immigration Affidavit Certification 12-25 Signed E-Verify Memorandum 26 Form 4 Local Vendor Preference Certification 27-28 Lee County Business Tax Receipt 29-39 Form 5 Reference Questionnaires Form 6 Grant Provisions and Assurances NOT APPLICABLE 40 W-9 Form 41-43 Insurance Requirements – Proof of Insurance 44 Bid Schedule (Proposed Rates) 45-49 Licenses & Certifications 50-52 Addendum – Signed Acknowledgements 53 County’s IT Technical Architecture Requirements Acknowledgement 16.F.8.b Packet Pg. 1946 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 54 Supplemental Requirements Acknowledgements. 55-56 Evaluation Criteria #1 Cover Letter/Management Summary  Authorized Signer information  Officer of Company Signature 57 Evaluation Criteria #2 Certified Woman and/or Minority Business 58- 62 Evaluation Criteria #3 Experience and Capacity of Business  County Government facility examples  Large-Scale HVAC/Mechanical examples  Installation Crew information  Licenses Held (p45-49)  Years of Experience  Company projects completed past year  (5) Completed References & Scoring (p29-39) 62-82 Evaluation Criteria #4 Specialized Expertise of Team Members  Specialized Responsibilities  Resumes 83 Evaluation Criteria #5 Local Vendor Preference 16.F.8.b Packet Pg. 1947 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Vendor Check List IMPORTANT: Please review carefully and submit with your Proposal/Bid. All applicable documents shall be submitted electronically through BidSync. Vendor should checkoff each of the following items. Failure to provide the applicable documents may deem you non-responsive/non-responsible. General Bid Instructions has been acknowledged and accepted. Collier County Purchase Order Terms and Conditions have been acknowledged and accepted . Form 1: Vendor Declaration Statement Form 2: Conflict of Interest Certification Proof of status from Division of Corporations - Florida Department of State (If work performed in the State) - http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Vendor MUST be enrolled in the E-Verify - https://www.e-verify.gov/ at the time of submission of the proposal/bid. Form 3: Immigration Affidavit Certification MUST be signed and attached with your submittal. E-Verify Memorandum of Understanding or Company Profile page should be attached with your submittal. Form 4: Certification for Claiming Status as a Local Business, if applicable, has been executed and returned. Collier or Lee County Business Tax Receipt should be attached with your submittal to be considered. Form 5: Reference Questionnaire form must be utilized for each requested reference and included with your submittal, if applicable to the solicitation. Form 6: Grant Provisions and Assurances package in its entirety, if applicable, are executed and should be included with your submittal. Vendor W-9 Form. Vendor acknowledges Insurance Requirements and is prepared to produce the required insurance certificate(s) within five (5) days of the County’s issuance of a Notice of Recommend Award. The Bid Schedule has been completed and attached with your submittal, applicable to bids. Copies of all requested licenses and/or certifications to complete the requirements of the project. All addenda have been signed and attached. County’s IT Technical Architecture Requirements has been acknowledged and accepted, if applicable. Any and all supplemental requirements and terms has been acknowledged and accepted, if applicable. Solicitation 23-8123Collier County 8/28/2023 11:12 AM p. 19 16.F.8.b Packet Pg. 1948 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Tom Martin – SBS VP Florida Subject: General Bid Instructions Acknowledgement & Acceptance On behalf of Ameresco, Inc., this document serves as formal acknowledgement and acceptance of all the General Bid Instructions and provisions contained herein associated with Solicitation 23-8123 as published, including all addendum. Sincerely, _________________________________________ Thomas M. Martin SBS Vice President – Florida September 5, 2023 16.F.8.b Packet Pg. 1949 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Tom Martin – SBS VP Florida Subject: Collier County Purchase Order Terms & Conditions Acknowledgement & Acceptance On behalf of Ameresco, Inc., this document serves as formal acknowledgement and acceptance of all the Collier County Purchase Order Terms & Conditions contained herein associated with Solicitation 23-8123 as published, including all addendum. Sincerely, _________________________________________ Thomas M. Martin SBS Vice President – Florida September 5, 2023 16.F.8.b Packet Pg. 1950 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1951 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1952 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1953 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1954 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1955 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1956 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1957 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1958 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1959 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1960 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1961 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1962 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1963 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1964 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1965 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1966 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1967 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1968 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1969 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1970 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1971 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1972 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1973 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Local Business Tax Receipt I hope you have a successful year. $ May engage in the business of: LEE COUNTY LOCAL BUSINESS TAX RECEIPT Account Expires: THIS LOCAL BUSINESS TAX RECEIPT IS NON REGULATORY Dear Business Owner: Your - Business name Ownership Business closed t Number: t Number: : Location: PETER N CHRISTAKIS 333 SE 2ND AVE STE 2000 MIAMI, FL 33131 AMERESCO INC AMERESCO INC PETER N CHRISTAKIS 111 SPEEN ST STE 410 FRAMINGHAM, MA 01701 50.00 INT-00-00342854 JOURNEYMAN 2202142 2202142 2023 2023 1078713 1078713 EC0003084 2022 2022 08/03/2022 September 30, 2023 PAID 333 SE 2ND AVE STE 2000 MIAMI, FL 33131 16.F.8.b Packet Pg. 1974 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Change of Business Name and/or Ownership: Tangible Taxes: Owner/Qualifier Name Signature of Owner/Qualifier Tangible Personal Property Account Number for the business: The business named on the reverse side of this notice ceased operations and disposed of the assets by: Retention for personal use Scrapped, junked, or likewise disposed of, etc. Date Sold: Phone Number Date Closed Street or PO Box Number (your current mailing address) City/State/Zip Submit a new Local Business Tax Application Submit other required documents, if applicable (e.g. Fictitious Name Registration, State or County License, etc.) Submit a Bill of Sale (if changing ownership) The Lee County Property Appraiser's office should be notified of any change in the business name and/or ownership A 10% transfer fee applies to ownership changes Submit a new Local Business Tax Application Obtain zoning approval, or provide a copy of a city local business tax receipt, if relocating from: Commercial to Commercial Commercial to Residential Residential to Commercial A 10% transfer fee applies to location changes The Lee County Property Appraiser's office should be notified of any change in business location Tangible Personal Property Tax Returns must be filed with the Property Appraiser's office by April 1st of each Closing Your Business: If you are closing or no longer in business, the owner/qualifier must do the following: Sign, date and submit the Out of Business Affidavit below File a form with the Property Appraiser, www.leepa.org or call 239.533.6140 to avoid receiving future tangible tax notices If you plan to liquidate your merchandise, contact our office at 239.533.6000 for instructions on obtaining a Going Out of Business Permit. year. Contact the Property Appraiser's office 239.533.6140. Account No: CHANGES TO YOUR LOCAL BUSINESS TAX ACCOUNT Information/Questions: call 239.533.6000 or visit our official website at www.leetc.com. Out of Business Affidavit Purchase Price: Complete the buyer information below: Name:Phone Number: Address: All of the tangible assets were were not sold to the purchaser. Return this Out of Business Affidavit to: Lee County Tax Collector, PO Box 1549, Fort Myers, FL 33902-1549 2202142 1078713 16.F.8.b Packet Pg. 1975 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1976 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Project Details: The Bureau of Emergency Services is a 4-story emergency management facility that houses hurricane-related operations, a 911 center, and sheriff-related offices and is essential to our community. The HVAC for the building is made up of a chilled water system containing 2 air-cooled chillers, pumps, (9) major AHUs, (114) VAV boxes, (14) unit heaters, and a complex smoke control system. When the two aging chillers began to fail, Ameresco (previously Plug Smart) won the request for proposal and was selected as the company to replace them. The project entailed leaving the hurricane protection lattice in place above the chillers, requiring them to be removed and replaced by rigging and subsequent crane work. The electrical system was updated, and new energy meters were installed to determine the total energy consumption of the plant. With absolutely no downtime by using chilled water pipe-freezing techniques an d, our team successfully replaced both 300-ton chillers, maintaining consistent chilled water to the 24-hour operations onsite. 16.F.8.b Packet Pg. 1977 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: (Evaluator completing reference questionnaire) Company: (Evaluator’s Company completing reference) Email: FAX: Telephone: Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: ___________________________ Completion Date: _____________________________ Project Budget: _______________________________ Project Number of Days: _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Solicitation 23-8123Collier County 7/20/2023 9:27 PM p. 24 Solicitation 23-8123 16.F.8.b Packet Pg. 1978 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) From: Lonnie Hoschar <Lonnie.Hoschar@Hilton.com> Sent: Thursday, August 17, 2023 4:25 PM To: Hatch, Darrick <dhatch@ameresco.com> Subject: RE: Reference Form Caution - External Email To whom it may concern. Please see attached I also answered questions below. Darrick and his team has completed much more than just our AHU project.  Major camera projects, IT support, cabling for many other projects. We also have 3 large projects in the works. Allways at or under budget. Knowledge and effienciency and communication is Ecellent. Feel free to contact me if you have any further questions.   Regards Lonnie   Lonnie Hoschar Director of Engineering Hilton Marco Island Beach Resort & Spa 560 s. collier blvd, Marco Island FL, 34145 P-239.642.2172 C-239-300-1232 Lonnie,Hoschar@hilton.com     Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: (Evaluator completing reference questionnaire) Company: (Evaluator’s Company completing reference) Email: FAX: Telephone: Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: ___________________________ Completion Date: _____________________________ Project Budget: _______________________________ Project Number of Days: _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Solicitation 23-8123Collier County Solicitation 23-8123 16.F.8.b Packet Pg. 1979 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Project Details: The Hilton Marco Island is a AAA Four Diamond Award Recipient Hotel with 310 spacious guest rooms, conference areas, and a full restaurant and spa. It has a large central plant with 2 centrifugal chillers and a cooling tower system. The project in reference included various upgrades to (5) Air Handling Units serving the back-of- house portions of their property. The Hilton had constant problems with maintaining the correct temperatures in specific areas and reached out for help. Ameresco was hired to repair the units and ensure valves and dampers were working, replace faulty sensors, and install new HVAC-related controls on the chilled water air handling units. Dates and budget are on the reference sheet and the project was delivered both on time and under budget. 16.F.8.b Packet Pg. 1980 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1981 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Project Details: The NCH Healthcare System is a not-for-profit, healthcare system located in Naples, Florida, United States with 4300 employees as of 2021, of which 730 are staff physicians. The healthcare system consists of two hospitals: the Baker Hospital located in downtown Naples and the North Naples campus. Ameresco (previously Plug Smart) has had a long-term relationship with the Naples Community Hospital System since 2014. NCH regularly hires Ameresco for HVAC upgrades, replacements, and improvements. The project in reference entailed Ameresco (previously Plug Smart) being hired to replace two major Air Handling Units that provided conditioned air to the entire south tower patient rooms of the Baker Hospital. Each AHU was over 40,000 CFM, and Ameresco provided turn-key services inclusive of crane plans, structural steel, roofing modifications, concrete work, and even designing a new parapet louvered system that was hurricane rated to protect the new units. The project was a massive success, with total downtime for the changeover being less than 45 minutes. Additional NCH Baker Hospital HVAC replacement/upgrade projects include the following:  1G Radiology Hakon Unit replacement  Emergency Department Hakon Unit replacement  AHU-23 Administration Area Replacement  RTU-3 Replacement  Bi-Plane (2G) AHU Replacement  Condensate Tank Replacement  De-aerator Tanks Replacement NCH Baker Chiller Plant Renovation:  Cooling Tower Replacements, relocation, and expansion  Centrifugal chiller replacement  Chilled water pump upgrades North Naples Hospital HVAC Upgrades:  NNH IDF Ductless Mini-Split  AHU-4,6,7,8 RTU-1  OPIS Pharmacy  De-aerator Tanks  Cooling Tower Fan Change Out 16.F.8.b Packet Pg. 1982 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1983 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.b Packet Pg. 1984 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.b Packet Pg. 1985 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.b Packet Pg. 1986 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.bPacket Pg. 1987Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 8/24/2023 Arthur J.Gallagher Risk Management Services,LLC 470 Atlantic Avenue Boston MA 02210 617-261-6700 617-646-0400 Hartford Accident and Indemnity Company 22357 AMERINC-17 Hartford Fire Insurance Company 19682Ameresco,Inc. 111 Speen Street Suite 410 Framingham MA 01701 980931834 B X 1,000,000 X 50,000 5,000 1,000,000 2,000,000 X X Y 30 CSF WQ0269 1/31/2023 1/31/2024 2,000,000 B 1,000,000 X X X 30 UEL WQ0268 1/31/2023 1/31/2024 A X N 30 WV WQ0267 1/31/2023 1/31/2024 1,000,000 1,000,000 1,000,000 RE:For any and all work performed on behalf of Collier County. Certificate Holder is an Additional Insured as respects the General liability policy(ies),pursuant to and subject to the policy's terms,definitions,conditions and exclusions. The insurance provided in the General liability policy(ies)is primary and any other insurance shall be excess only,and not contributing. 30 day notice of cancellation applies except for non payment of premium which is 10 days notice. Collier County Board of County Commissioners 3295 Tamiami Trail East Naples FL 34112 16.F.8.b Packet Pg. 1988 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) POLICY NUMBER: 30 CSF WQ0269 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - OPTION I This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s)Designated Project(s) Or Location(s) Or Organization(s):Of Covered Operations: Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A.(3)With respect to those person(s) or organization(s)In connection with "your work" for the shown in the Schedule above when you have additional insured at the project(s) or agreed in a written contract or written agreement location(s) designated in the Schedule to provide insurance such as is afforded under this and included within the "products- f. Any Otherpolicy to them, Subparagraph ,completed operations hazard", but only if: Party Additional Insureds When, under the (a)The written contract or writtenRequired By Written Contract, Written agreement requires you to provideAgreement Or Permit Section II –Paragraph of such coverage to such additionalWho Is An Insured is replaced with the following:insured at the project(s) or location(s) f. Any Other Party designated in the Schedule; and (b)Any other person or organization who is not This Coverage Part provides a.e.an insured under Paragraphs through coverage for "bodily injury" or above, but only with respect to liability for "property damage" included within the "bodily injury", "property damage" or "personal "products-completed operations and advertising injury" caused, in whole or in hazard". part, by your acts or omissions or the acts or The insurance afforded to the additional omissions of those acting on your behalf:insured shown in the Schedule applies: (1)In the performance of your ongoing (1)Only if the "bodily injury" or "property operations for such additional insured at damage" occurs, or the "personal and the project(s) or location(s) designated in advertising injury" offense is committed: the Schedule;(a)During the policy period; and(2)In connection with your premises owned (b)Subsequent to the execution of suchby or rented to you and shown in the written contract or written agreement;Schedule; or and Form HS 24 80 07 13 Page 1 of 2 © 2013, The Hartford (Includes copyrighted material of Insurance Services Office, Inc., with its permission.) 16.F.8.b Packet Pg. 1989 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) (c)When You Add Others As An AdditionalPrior to the expiration of the period of Insured To This Insurancetime that the written contract or written agreement requires such insurance (a) Primary Insurance When Required By be provided to the additional insured.Contract (2)Only to the extent permitted by law; and This insurance is primary if you have agreed (3)Will not be broader than that which you in a written contract or written agreement that are required by the written contract or this insurance be primary. If other insurance written agreement to provide for such is also primary, we will share with all that additional insured.other insurance by the method described in (c)Paragraph below. This insurance does notWith respect to the insurance afforded to the apply to other insurance to which theperson(s) or organization(s) that are additional additional insured in the Schedule has been insureds under this endorsement, the added as an additional insured.following additional exclusion applies: (b) Primary And Non-Contributory To OtherThis insurance does not apply to "bodily Insurance When Required By Contractinjury", "property damage" or "personal and advertising injury" arising out of the rendering This insurance is primary to and will not seek of, or the failure to render, any professional contribution from any other insurance architectural, engineering or surveying available to an additional insured under your services, including:policy provided that: (1)(i)The preparing, approving, or failing to The additional insured in the Schedule is prepare or approve maps, shop drawings,a Named Insured under such other opinions, reports, surveys, field orders,insurance; and change orders, designs or specifications;(ii)You have agreed in a written contract ororwritten agreement that this insurance (2)Supervisory, inspection, architectural or would be primary and would not seek engineering activities.contribution from any other insurance available to the additional insured in theThe limits of insurance that apply to the additional Schedule.insured shown in the Schedule are described in the (c) Method Of SharingLimits Of Insurance section. How this insurance applies when other insurance is If all of the other insurance permits available to the additional insured is described in the contribution by equal shares, we will follow Section IV –Other Insurance Condition in this method also. Under this approach, each Commercial General Liability Conditions, except as insurer contributes equal amounts until it has otherwise amended below.paid its applicable limit of insurance or none of the loss remains, whichever comes first.B.With respect to insurance provided to the person(s) or organization(s) that are additional If any of the other insurance does not permit When Youinsureds under this endorsement, the contribution by equal shares, we will Add Others As An Additional Insured To This contribute by limits. Under this method, each Insurance Othersubparagraph, under the insurer's share is based on the ratio of its Insurance Section IV – Commercial Condition of applicable limit of insurance to the total General Liability Conditions is replaced with the applicable limits of insurance of all insurers. following:All other terms and conditions in the policy remain unchanged. Page 2 of 2 Form HS 24 80 07 13 16.F.8.b Packet Pg. 1990 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Ameresco, Inc. Subject: BID SCHEDULE The following BID SCHEDULE is furnished per the Solicitation Vendor Checklist (14 item from top): 1. Miscellaneous Vendor Position Rates 2. Overtime will be calculated at 1 and ½ time listed rates. 3. Mark-up:  Materials: 10.0%  Subcontractors: 15.0%  Freight: 0.0% 4. Sales Tax:  Excluded/Not reimbursable 16.F.8.b Packet Pg. 1991 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Tiny Scanner 16.F.8.b Packet Pg. 1992 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONCONSTRUCTION INDUSTRY LICENSING BOARDTHE GENERAL CONTRACTOR HEREIN IS CERTIFIED UNDER THEPROVISIONS OF CHAPTER 489, FLORIDA STATUTESMOORE, MARKUSDo not alter this document in any form.AMERESCO, INC.LICENSE NUMBER: CGC1524610EXPIRATION DATE: AUGUST 31, 2024This is your license. It is unlawful for anyone other than the licensee to use this document.111 SPEEN STREET STE 410FRAMINGHAM MA 01701Always verify licenses online at MyFloridaLicense.com16.F.8.bPacket Pg. 1993Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONELECTRICAL CONTRACTORS' LICENSING BOARDTHE ELECTRICAL CONTRACTOR HEREIN IS CERTIFIED UNDER THEPROVISIONS OF CHAPTER 489, FLORIDA STATUTESCHRISTAKIS, PETER NICHOLASDo not alter this document in any form.AMERESCO INCLICENSE NUMBER: EC0003084EXPIRATION DATE: AUGUST 31, 2024This is your license. It is unlawful for anyone other than the licensee to use this document.111 SPEEN STREETSUITE 410FRAMINGHAM MA 01701Always verify licenses online at MyFloridaLicense.com16.F.8.bPacket Pg. 1994Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONELECTRICAL CONTRACTORS' LICENSING BOARDTHE SPECIALTY ELECTRICAL CONTRACTOR HEREIN IS CERTIFIED UNDER THEPROVISIONS OF CHAPTER 489, FLORIDA STATUTESKORN, AXEL BERNHARDTDo not alter this document in any form.PLUG SMARTLICENSE NUMBER: ES12001258EXPIRATION DATE: AUGUST 31, 2024This is your license. It is unlawful for anyone other than the licensee to use this document.1040 COLLIER CENTER WAY 12NAPLES FL 34110Always verify licenses online at MyFloridaLicense.comAS A LIMITED ENERGY SYSTEMS SPECIALIST16.F.8.bPacket Pg. 1995Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONCONSTRUCTION INDUSTRY LICENSING BOARDTHE CLASS B AIR CONDITIONING CONTRACTOR HEREIN IS CERTIFIED UNDER THEPROVISIONS OF CHAPTER 489, FLORIDA STATUTESTROYER, SAMSON DDo not alter this document in any form.COMFORT ZONE, LLCLICENSE NUMBER: CAC057532EXPIRATION DATE: AUGUST 31, 2024This is your license. It is unlawful for anyone other than the licensee to use this document.7901 4TH ST. NSUITE 400ST. PETERSBURG FL 33702Always verify licenses online at MyFloridaLicense.com16.F.8.bPacket Pg. 1996Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Addendum 1 Date: August 18, 2023 From: Juan Delgado, Procurement Strategist To: Interested Bidders Subject: Addendum #1: 23-8123 HVAC Replacement and Installation Services The following changes are made to the above-mentioned Collier County solicitation: Change 1. Scope of Work: Words struck through are deleted; words underlined are added to the Solicitation Document in the Detailed Scope of Work, Section 1, Item 3.: 3. When the Division adds, repairs, or replaces HVAC equipment, the mechanical and control work must interface with the existing front-end controller. The Contractor(s) shall evaluate the control needs based on the scope of the project, functionality controls, and the age of the equipment. The existing front-end controller is Reliable Controls. Therefore, the qualified Contractor(s) must should be familiar with this system and must be competent in HVAC building automation system integration. All new controls will be BTL Certified and 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 and existing dashboard. Change 2. Bid Due Date Extension Bid Due August 22, 2023. at 3:00 PM EST August 29, 2023, at 3:00 PM EST Change 3: Question and Answer Deadline Extension Question and Answer Deadline August 15, 2023, at 5:00 PM EST August 22, 2023, at 5:00 PM EST If you require additional information, please post a question on our Bid Sync (www.bidsync.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above-referenced solicitation. (Signature) Date (Name of Firm) Email: Juan.Delgado@colliercountyfl.gov Telephone: (239) 252-8944 9/1/2023 Ameresco, Inc. 16.F.8.b Packet Pg. 1997 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Addendum 2 Date: August 28, 2023 From: Juan Delgado, Procurement Strategist To: Interested Bidders Subject: Addendum #2: 23-8123 HVAC Replacement and Installation Services The following changes are made to the above-mentioned Collier County solicitation: Change 1. Updated Terms & Conditions document: Please see the updated PO Terms and Conditions Rev3.pdf document Removed: PO Terms and Conditions_12182013.pdf document If you require additional information, please post a question on our Bid Sync (www.bidsync.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above-referenced solicitation. (Signature) Date (Name of Firm) Email: Juan.Delgado@colliercountyfl.gov Telephone: (239) 252-8944 9/1/2023 Ameresco, Inc. 16.F.8.b Packet Pg. 1998 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Addendum 3 Date: August 28, 2023 From: Juan Delgado, Procurement Strategist To: Interested Bidders Subject: Addendum #3: 23-8123 HVAC Replacement and Installation Services The following changes are made to the above-mentioned Collier County solicitation: Change 1. Bid Due Date Extension Bid Due August 29, 2023, at 3:00 PM EST September 6, 2023, at 3:00 PM EST Change 2: Question and Answer Deadline Extension Question and Answer August 22, 2023, at 5:00 PM EST August 30, 2023, at 5:00 PM EST If you require additional information, please post a question on our Bid Sync (www.bidsync.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above-referenced solicitation. (Signature) Date (Name of Firm) Email: Juan.Delgado@colliercountyfl.gov Telephone: (239) 252-8944 9/1/2023 Ameresco, Inc. 16.F.8.b Packet Pg. 1999 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Ameresco, Inc. Subject: Collier County IT Technical Architecture Requirements Acknowledgement Having worked for and on many projects for Collier County, Ameresco Inc. fully understands and acknowledges all IT Technical Architectural requirements contained herein, implied and required when working on Collier County projects, in associated with Solicitation 23-8123 as published. Sincerely, _________________________________________ Thomas M. Martin SBS Vice President – Florida September 5, 2023 16.F.8.b Packet Pg. 2000 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Ameresco, Inc. Subject: Supplemental Requirements Acknowledgement Having worked for and on many projects for Collier County, Ameresco Inc. fully understands and acknowledges all Supplemental Requirements contained herein, implied and required when working on Collier County projects, in associated with Solicitation 23-8123 as published. Sincerely, _________________________________________ Thomas M. Martin SBS Vice President – Florida September 5, 2023 16.F.8.b Packet Pg. 2001 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Lou Maltezos – Executive Vice President Tom Martin – SBS VP Florida Subject: Evaluation Criteria #1 – Cover Letter/Management Summary Ameresco, Inc. (NYSE:AMRC) is a leading cleantech integrator and renewable energy asset developer, owner and operator. Our comprehensive portfolio includes energy efficiency, infrastructure upgrades (including HVAC system replacement, upgrades, and modifications), asset sustainability, renewable energy solutions, Building Automation Systems (BAS), and Master Systems Integration (MSI). Southwest Florida is home to our Smart Building Solutions, specializing in partnering with clients to improve and upgrade their facilities by helping them reduce their utility, operation, and maintenance spending through our mechanical and HVAC improvements, Building Automation and Systems Integration construction, project management, and engineering expertise. We have proudly serviced Collier County as a reliable, dependable, and trustworthy partner since 2017, completing or currently executing work totaling more than $7 million over the last 6+ years. Our management staff is led by:  SBS Vice President Tom Martin (34-yrs industry experience, 20+ as a Mechanical Contractor),  Director of Operations Axel Korn (35-yrs experience),  Sr. Manager of Field Operations Michael Gricar (12-yrs industry and technician experience)  Sr. Building Automation & Engineering Manager Luke Galanto (24-yrs industry and technician experience), This experienced and well-rounded management staff supports 15 local technicians and engineers who serve clients from Naples to Tampa, Florida, including years of experience in supporting Collier County in improving its portfolio of buildings. This Management staff and crew expertise is not limited to Building Automation and Systems Integration. It also includes deep experience in Construction, Project/Engineering Management of multi-discipline/complex type projects involving HVAC and mechanical upgrades, Lighting system renovations, Low-Voltage and Security Access systems, clean-room and sensitive environment type projects, Hospitals (including VA Hospitals) as well as historical renovations, industrial, K-12 and Higher Education school projects. We are experienced at managing AND driving the performance of multi-trade, multi-million-dollar projects, resulting in on-time, high-quality installations, and ease of implementation for our clients and partners. Ameresco is very familiar with and well-suited to serve Collier County. We understand their processes, know their standards, and we execute to their expectations. Our underlying philosophy is built on providing best- value facility improvement solutions efficiently and collaboratively to the benefit of the end-user. This includes relentless planning, focused execution and a constant evaluation of schedule, quality, and value on behalf of the Client regardless of project size. 16.F.8.b Packet Pg. 2002 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com By submission of this signed proposal, we are certifying that we will accept any award as a result of this RFQ. ______________________________ _____________________________ Lou Maltezos – Executive VP, Officer Tom Martin – SBS VP Florida Tel: 1-312-994-8622 Tel: 614-507-3816 lmatlezos@ameresco.com thmartin@ameresco.com 16.F.8.b Packet Pg. 2003 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Ameresco, Inc. Subject: Evaluation Criteria #2 – Certified Woman and/or Minority Business Enterprise  Ameresco, Inc. is neither a Certified Woman nor a Minority Business Enterprise. 16.F.8.b Packet Pg. 2004 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Ameresco, Inc. Subject: Evaluation Criteria #3 – Experience and Capacity of the Business Founded in 2000, Ameresco, Inc. (NYSE: AMRC) is a leading independent provider of comprehensive services, energy efficiency, infrastructure upgrades, asset sustainability and renewable energy solutions for businesses and organizations throughout North America and Europe. Ameresco’s sustainability services include upgrades to a facility’s energy infrastructure and the development, construction and operation of renewable energy plants. Ameresco has successfully completed energy saving, environmentally responsible projects with Federal, state and local governments, healthcare and educational institutions, housing authorities, and commercial and industrial customers. With its corporate headquarters in Framingham, MA, Ameresco has more than 1,300 employees providing local expertise in the United States, Canada, and Europe. For more information, visit www.amereso.com. Per the solicitation requirements (specifically the Introduction on page 4), Ameresco has qualifications and extensive experience with HVAC replacements, new HVAC installations, energy management services for construction, retrofit and maintenance services, including designing and building of these types of systems for both small (less than $400,000) and large (more than $2,000,000) projects of various complexities and types. Locally, Ameresco has performed the following County Government (documented experience) projects over the last 7+ years area that are applicable to this HVAC Replacement Solicitation: 1. Collier County Government – Golden Gate Library Chiller & Pump Replacements, (Naples, FL)  Ameresco Projects #1006888 and #1006888.001 – Project Manager Axel Korn  CCG initiated Mechanical Equipment Replacements  2023  Combined $117,059 Contract Value (CCG PO #4500221754)  Replace existing air-cooled chiller with Client furnished equipment.  Replace existing CHW pumps with Client furnished equipment.  Crane & rigging services, demolition, and disposal of existing equipment.  Piping and insulation.  Electrical disconnection and reconnection of service.  Engineering services, drawings & permitting.  Site Supervision and coordination services. 16.F.8.b Packet Pg. 2005 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com 2. Collier County Government – South Regional Library Chiller Replacement, (Naples, FL)  Ameresco Projects #1006900 – Project Manager Axel Korn  CCG initiated Mechanical Equipment Replacements  2023  Combined $67,612 Contract Value (CCG PO #4500221749)  Replace (2) existing air-cooled chiller with Client furnished equipment.  Crane & rigging services, demolition, and disposal of existing equipment.  Piping and insulation.  Electrical disconnection and reconnection of service.  Engineering services, drawings & permitting.  Site Supervision and coordination services. 3. Highland County Board of Commissioners-HB295 (Hamilton, OH)  Juice/Plug Smart Project #552 – Project Manager Tom Martin  Highland County Mechanical Equipment & Systems Replacements  2016-17  $1,048,868 Contract Value  High Efficiency RTU Replacements (new piping, electrical, equipment).  Air-Cooled Chiller Replacement  Boiler Replacements (high efficiency condensing boiler installation and new piping & flue arrangement).  Cooling Tower VFD installation.  Crane, transport & rigging services.  Site Supervision and coordination services. 4. Collier County Government – CCSO Special Ops Chiller Replacement (Naples, FL)  Ameresco Project #1008523 – Project Manager Axel Korn  CCG initiated Mechanical Equipment Replacements  2023  $106,045 Contract Value (CCG PO’s #4500225297)  Relocate existing Client-owned air-cooled chiller to CCSO Ops site.  Crane, transport & rigging services.  Temporary Hose installation.  Temporary Electrical installation provisions.  Site Supervision and coordination services. 16.F.8.b Packet Pg. 2006 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com 5. Collier County Government – ESC Chiller Replacement (Naples, FL)  Juice/Plug Smart Project FL-8472D – Project Manager Axel Korn.  CCG initiated Mechanical Equipment Replacements.  2020  $254,761 Contract Value (CCG PO’s #4500203259.)  Replacement of Owner furnished Chillers.  Electrical disconnect/reconnect, new Controls and new isolation control valves.  Crane, transport & rigging services.  Site Supervision and coordination services. Other Projects demonstrating Experience & Competency regarding HVAC Replacement/Installation projects: 6. Naples Community Hospital – Central Energy Plant Retrofit (Naples, FL)  Juice/Plug Smart Project 415D – Project Manager Sam Moreland.  Design-Build comprehensive energy plant retrofit and upgrade.  2016-2017  $2,046,000 Contract Value.  Replacement of existing chiller with high efficiency water-cooled chiller.  Rebuild of existing 2nd chiller.  Demolition and relocation of all water-cooled cooling towers.  Design and installation of new SS cooling tower structural steel, including access catwalks.  Re-piping and upgrading main header piping in CEP.  Upgrading of Condenser and Chilled Water pumps and VFD’s  Full Engineering, Site Supervision and Coordination Services 7. North Naples Hospital – Air Handling Units Replacement (Naples, FL)  Juice/Plug Smart Project 523D – Project Manager Axel Korn.  Design-Build comprehensive Air Handling Unit replacemen.t  2016  $1,048,770 Contract Value.  Replacement of (5) major Air Handling Units.  Phased/sequenced, after-hours project.  Full Engineering, Site Supervision and Coordination Services 16.F.8.b Packet Pg. 2007 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com 8. Naples Community Hospital – UAM 8&9 Replacement (Naples, FL)  Juice/Plug Smart Project 632D – Project Manager Axel Korn  Design-Build comprehensive major Air Handling Unit replacement  2017  $1,391,235 Contract Value.  Demolition and relocation of Built-Up AHU’s to roof mount DX Packaged AHU’s  Phased/sequenced, Critical Cut-Over project.  AHCA stringent project.  Full Engineering, Site Supervision and Coordination Services.  Site Supervision and coordination services. 9. Chillicothe VA (SDVOSB) Air Handling Modification – (Chillicothe, OH)  Juice/Plug Smart Project 563 – Project Manager Jim Mocas  VAMC (Veterans Administration Medical Center) indicated SDVOSB (Service-Disabled Veteran Owned Small Business) project.  2016-2017  $5,381,289 Contract Value.  New Wing construction, new HVAC & Steam systems and controls.  Full HVAC/Mechanical construction services.  Crane, transport & rigging services.  Site Supervision and coordination services. Installation Crews:  Ameresco has (7) Crews (totaling 14-men) that are local to Collier County.  Everyone on Ameresco’s installation team has experience working for Collier County Government and working on Collier County Government property. Licenses Held:  Ameresco holds the following licenses:  General Contractor: License #CGC1524610 (held by Markus Moore)  Electrical Contractor: License #EC0003084 (held by Peter Christakis).  Specialty Electrical Contractor: License #ES12001258 (held by Axel Korn).  Licensed Registered Engineer: License #83448 (held by Dan Papay)  EPA Section 608 Certification #677121576110 (held by Michael Gricar)  OSHA Certifications: 10-hr (Michael Gricar); 30-hr (Tom Martin)  Mechanical Class B Contractor: License #CAC057532 (held by Sam Troyer) 16.F.8.b Packet Pg. 2008 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco 13721 Jetport Commerce Parkway, Fort Myers, FL 33913 Telephone: (800) 518-5576 flsupport@ameresco.com Years of Experience:  Ameresco has 22-years’ experience with HVAC replacement projects, as follows:  Commercial = 100%  Residential = 0% Additional relevant Commercial HVAC/Mechanical direct experience, as follows:  Tom Martin (1989-2023, Mechanical Contractors experience includes over $175M directly managing complex, historical and specialty Mechanical & HVAC projects, includes indirectly managing another $175M in Mechanical & HVAC projects construction for and including Local, State and Federal Government agencies.  Axel Korn (2016-2023), Mechanical and HVAC Project Management directly managing over $10 million of complex, fast-track and sophisticated retrofit upgrades for Collier County, the Sheriff’s Department, Marco and Immokalee Airports, CCG Property Appraiser’s NCRP and other similar projects.  Michael Gricar (2012-2016), Mechanical/HVAC Technician directly performed installation, repair, and maintenance services on VAV, chilled water and DX systems, as well as overhauling centrifugal chillers.  Luke Galanto (2000-2006), HVAC Service Technician directly performed maintenance and repair services on HVAC equipment, emergency generators and UPS systems. Projects (Local) Completed in last 12-months  Ameresco Florida has completed 41 new projects in the past 12 months, totaling $3,037,693 million. Project References  See the attached Bid Solicitation Form 5 from multiple Customers. 16.F.8.b Packet Pg. 2009 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Ameresco, Inc. Subject: Evaluation Criteria #4 – Specialized Expertise of Team Members The following KEY team members will support all HVAC Projects awarded under this Master Contract Agreement: Tom Martin – VP SBS Florida (25-yrs Experience Related to HVAC/Mechanical work).  Tom helps author Request for Quotations/Pricing used to seek competitive bids/final pricing from Subcontractors and Material Vendors (if applicable), as well as final negotiations with Subcontractors and Material Purchase Orders to help assure best-value and scope completeness.  Tom also provides scheduling oversight and supports the Project Management & Operations Team in determining personnel requirements, timing, and ultimate scheduling for the project.  Lastly, Tom supports the Accounting Department regarding the contract, billing documents and final closeout forms required.  Tom has personally worked on HVAC/mechanical work associated with historical renovations, Federal Government/VAMC facilities, semi-conductor fabrication plants, fuel and specialty gas research facilities, K-12 schools, higher education/university projects and hospitals.  OSHA-30 Certified. Axel Korn – Director of Operations, Sr Project Manager (7-yrs Experience related to HVAC/Mechanical Work).  Axel’s role will be as Sr. Project Manager, and Axel will directly oversee the project.  He will author all Subcontracts and Material Purchase Orders, assuring full compliance with Collier County Government standards. 16.F.8.b Packet Pg. 2010 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services)  He will coordinate all onsite activities and pre-plan the sequence of activities on a daily, weekly, and monthly basis.  Axel will directly participate regarding onsite supervision when key/major scheduled activities are executing.  Axel will be responsible for subcontractor safety, crew safety and will establish safety protocol for all onsite activities.  Axel will preplan all work activities and coordinate directly with CCG Project Management to assure such activities are acceptable from a sequencing and timing standpoint.  Axel will develop and finalize all project schedules (with input from all team members) and issue that document to all relevant stakeholders.  Axel will track scheduled activities and amend/update all schedules based on actual progress.  Holder of Specialty Electrical Contractors License. Michael Gricar – Sr. Manager Field Operations (12-yrs Experience related to HVAC/Mechanical Work).  Michael’s role includes reserving and assigning all required labor to support onsite activity based on matching specific project requirements with the skillsets of specific manpower.  Michael will provide input on all electrical and mechanical activities necessary to execute the scope of work and develop and review all methods of installation based on his working knowledge of the CCG campus, the CCG standards and mechanical system installation practices.  Michael will maintain and coordinate contact with CCG Facility personnel to assure timing and implementation of project specifics are understood and acceptable to relevant CCG stakeholders.  Michael provides estimating support regarding manpower activities to the Project Management team so that task durations can be established, along with the sequencing of activities to best execute the scope of work.  OSHA-10 Certified; EPA Section 608 Certified. 16.F.8.b Packet Pg. 2011 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Luke Galanto – Sr. Manager Controls Engineering & Estimating (22-yrs Experience related to HVAC/Mechanical Work).  Luke’s role is to oversee the engineering of all Building Automation (controls) scopes of work. On HVAC projects that do not require controls, Luke assures that all existing systems will not be affected, nor need to be adjusted to accommodate the HVAC upgrades.  Luke also provides estimating support for the team when required by the Project Management team and for designated scopes of work assigned by the Project Management team. Dom Rosso – Technical Field Supervisor  Dom’s role will be to plan, assign and assure all specific work tasks are executed in the proper sequence and to the required specification as indicated in the contract documents. Dom will directly supervise any field personnel assigned to the project and will assure the quality of the installation is to the highest level.  Dom will report all progress, issues, and successes to the Project Management team, and will make recommendations regarding manpower requirements, skillset requirements and sequencing requirements to assure the project stays on target regarding schedule. Aaron Negron – Lead Systems Specialist  Aaron’s role will be to support the HVAC installations as necessary, particularly because of his past experience working as a mechanical contractor. Aaron will support direct field installations and field installation supervision Sam Troyer – HVAC Specialist & HVAC Engineer  Sam’s role includes HVAC systems review, engineering and commissioning support. Sam’s experience having owned his own light commercial & residential HVAC Company and being a licensed Class B HVAC Contractor will provide valuable input in assuring our installations are completed and commissioned properly. Sam will also provide insight and assistance in troubleshooting any issues that could develop during initial system testing, The following additional team members will also support HVAC Projects as necessary:  Colleen Lorms – Office Manager/Accounting  Chris Chabot – Project Engineer 16.F.8.b Packet Pg. 2012 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services)  Dan Papay – Program Manager; Licensed Fl Mechanical Engineer  Jarret Kelley – Sr. Energy Engineer  Steve Boyce – Sr. Electrical Engineer  Jim Mocas – Sr. Electrical Designer  Matt McMillen – Sr. Controls Engineer 16.F.8.b Packet Pg. 2013 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 1 Team Experience & Resumes Ameresco’s primary goal in providing this information is to take our core strengths of identifying, quantifying, and delivering HVAC Related and energy conservation opportunities and apply them for the direct benefit of the county. As seen throughout the description of our qualifications, our team has the experience, training, education, and the professional accreditations required to execute and deliver your facility maintenance needs. Technical Training Ameresco 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), and the US Agency for International Development, numerous state energy offices and private corporations. 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 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 16.F.8.b Packet Pg. 2014 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 2 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 Ameresco to perform energy-savings performance contracting at any federal agency.  Ameresco team members are recognized as industry experts and have spoken and presented at ten green energy conferences over the past five years. 16.F.8.b Packet Pg. 2015 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 3 Resumes Mr. David Zehala Project Executive, Sr. VP & General Manager BS Electrical Engineering, Ohio State MBA, University of Texas at Austin Certified Energy Manager Experience: 35 years Mr. Zehala is Ameresco Smart Building Solutions’ General Manager and brings more than 35 years of 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. 16.F.8.b Packet Pg. 2016 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 4 Mr. Tom Martin Vice President – Smart Building Solutions Florida BS Architectural Engineering., Penn State University Certified Energy Manager Experience: 34 years Mr. Martin is Ameresco Smart Building Solutions’ Regional Vice President. 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 $150-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 HVAC and energy services clients includes Collier County, Naples Community Hospital, 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 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.). 16.F.8.b Packet Pg. 2017 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 5 Mr. Axel Korn Regional Director – Smart Building Solutions Florida B.S. Computer Science & CIS, Witts University Florida ES Certified Specialty Electrical Contractor California C7 Low Voltage Contractor Experience: 34 years Mr. Korn is Ameresco’s Regional Director – Smart Building Solutions Florida. 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. He is responsible for day-to-day operations, strategic planning, project design & development, sales support & management of technical teams. Amongst many industry certifications, Mr. Korn is a Florida State Licensed Certified Specialty Electrical Contractor and 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 Biosystems, Century 21st Oncology, Naples Community Hospital. Mr. Korn was also the President of Korax Technology, Inc. / Smart Wire / Noxolo Technology from 1991 – 2015. He owned and operated the technology Infrastructure businesses in California & Florida, where he was responsible for overall leadership, growth, and direction of the businesses in their fields. Experience includes design & implementation of Technology Infrastructure & Solutions such as Data Center design & construction, Structured Cabling, Fiber Networks, Automation Control, Lighting Control, Access Control, CCTV, Audio / Video, CCTV, etc. 16.F.8.b Packet Pg. 2018 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 6 Mr. Darrick Hatch Vice President of Business Development BS Mechanical Engineering, University of Hawaii MBA, Chaminade University Hawaii C-15 Electronic Systems Contractor License Experience: 20 years Darrick Hatch, Vice President of Business Development for Ameresco is a seasoned HVAC & controls solutions architect with a Mechanical Engineering degree from the University of Hawaii and an MBA from Chaminade University of Honolulu. He has held senior and area positions at Siemens Industry Inc, Mitsubishi Electric, and Johnson Controls where he focused on energy efficiency and automation for large clients in the healthcare, higher education, and commercial vertical markets. Darrick recently served as a member of the Sustainability Board for the City of Boca Raton, FL, and speaks fluent Portuguese. A partial list of previous clients includes the University of Hawaii, Kaiser Permanente, Baptist Health South Florida, Memorial Health System, HCA Healthcare, and Collier County Government. Prior to 2005, Mr. Hatch was the Owner of Sight & Sound Media Systems / Hawaii Home Theater where he designed and developed high-end A/V systems including Security, Audio, Video, Surveillance Cameras, Surround Sound, Displays, Music Systems, Networking, Integration, and Control of all the mentioned systems. (Lighting Control, HVAC, Shades, Energy Mgt,). Mr. Hatch also held a Hawaii Electronic Systems C-15 license. Recent clients include Naples Community Hospital, Collier County Government, Parker Hannifin Aerospace, Naples Art Center, Shadow Wood Country Club, Twin Eagles Country Club, iTech Glades, Sarasota County Public School System, Hilton Marco Island, Kalea Bay, Guadalupe Center, Bentley Village and more. Mr. Hatch is currently an ASHRAE Member of the Southwest Florida Chapter. 16.F.8.b Packet Pg. 2019 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 7 Mr. Michael Gricar Sr. Field Operations Manager HVAC-R Apprenticeship/Journeyman’s Program Tri-County Apprenticeship Academy, Fort Myers, Florida Electricity Certificate Program Fort Myers Institute of Technology, Fort Myers, Florida Air Conditioning Fundamentals RSES E-Learning, Online Learning Experience: 15 years Mr. Gricar is the Sr. Field Operations Manager at Ameresco and brings more than 15 years of general management, operations and foreman experience to this role. Most recently, Mr. Gricar has managed service projects in the Southwest Florida Region, delivering products, services, and solutions that increase energy efficiency and lower operating costs in. He distinguished himself by providing technical, process and detailed estimating support to management during project design and proposal phases of major projects. He also created detailed cost estimate and scopes of work for assigned projects in conjunction with Operations and Sales. Mr. Gricar worked as a Commercial HVAC Service for Trane in South Florida from March 2016 to March 2019, where he has worked with the projects team performing a various range of responsibilities including estimating, scheduling, and field surveys. Typical projects included various ranges of applications including HVAC Replacements, automation & controls, chiller repairs, overhauls & replacements, and HVAC inspections/deficiency lists. He also performed retrofits and repair of comfort systems, including VAV, chilled water, and DX equipment. Mr. Gricar also managed the maintenance team for a large county contract. Prior to 2016, Mr. Gricar served as an HVAC Service and Installation Technician: Field Supervisor for Independent A/C located in Cape Coral, FL. His duties included managing & scheduling customer appointments, repairing, install, and maintaining HVAC systems, providing onsite and remote expert assistance to fellow technicians, presenting repair vs. replacement options, acquiring and renewing maintenance contracts, upholding a 5-star customer service rating, revamping company preventive maintenance plan, supervise commercial and residential projects, including installations, and train and mentor incoming technicians. Mr. Gricar’s energy services expertise includes HVAC systems/controls, boiler systems, plumbing systems, VAV boxes, chillers and heat pumps, and air quality. Mr. Gricar attended the Tri-County Apprenticeship Academy in Fort Myers, Florida to study HVAC&R. He also has taken courses in and received certificates for Electricity, Air Conditioning Fundamentals, and Automotive Technology. 16.F.8.b Packet Pg. 2020 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 8 Mr. Luke Galanto Senior Manager, Engineering Technical College in HVAC New England Tech - New Britain, CT Experience: 20 years Mr. Galanto is a Senior Manager, Engineering at Ameresco. Mr. Galanto has extensive experience with energy efficiency in the commercial and industrial sectors. Mr. Galanto handles all technical aspects of Ameresco’s engineering work, including data collection and analysis, identifying HVAC Replacement and energy-saving opportunities, calculating energy savings and implementation costs, and estimating/engineering services. Previous positions also include: Controls Division Foreman - Sarracco Mechanical Services, Inc - Waterbury, CT 2008 to April 2020 Sarracco Mechanical Services is large family-owned business that specializes in design, building, renovate and maintain HVAC, M&E and Fire Alarm & Security Systems, Building Automation across Connecticut, Massachusetts, and New York. • Device Installation of Commercial/Industrial HVAC Equipment • Design/Retrofit DDC control systems. Schools, Commercial Office Buildings. • Involved in project design through commissioning. HVAC Engineer - Servus Management Corporation - Hartford, CT 2006 to 2008 Part of the Servus Management in-house licensed mechanical maintenance staff which is responsible for all physical plant services. Job duties include service and repair to all HVAC equipment and supervision of vendor services. HVAC Service Technician - Electronic Environments Corporation - Marlborough, MA 2005 to 2006 EEC specializes in design/build and maintenance of high-reliability electronic equipment (computers, UPS systems, and generators). They have a nationwide contract with Verizon to maintain their HVAC equipment, emergency generators, and UPS systems. His primary job responsibility was emergency and preventative maintenance of all Verizon HVAC equipment at their server facilities and cell phone tower sites. HVAC Technician/Installer - Middlesex Mechanical Service - Middletown, CT 2000 to 2005 Middlesex Mechanical is a commercial/residential heating, air conditioning, and refrigeration service and installation company. Job duties included the installation of heating systems including steam boilers, hydronic boilers, and warm air, gas, and oil furnaces. Installation of AC systems including split systems and rooftop package units, both residential and commercial. Most job duties were service and repair to all of the above. Mr. Galanto attended the Technical College of HVAC at New England Tech - New Britain, CN. 16.F.8.b Packet Pg. 2021 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 9 Mr. Aaron Negron Sr. Controls & HVAC Technician HVACR Certification, Fort Myers Technical College Associates in Arts, Florida Gulf Coast University Experience: 8 years Mr. Negron is a valued member of Ameresco’s field team and brings eight years of HVAC and experience to this role. Prior to joining the Ameresco team in 2021, he was a Controls Technician at Electronic System Services, Fort Myers, Florida, and a Technical Support Specialist for Micro Control Systems, Fort Myers, Florida. Mr. Negron’s roles include the following: Install field devices according to manufacturer recommendations, cabling & conduit, read and interpret blueprints, schematics, other drawings and instruction books, cooperation in the establishment and enforcement of installation standards, maintain the highest quality and customer satisfaction on all projects. He was also heavily involved in diagnosing electrical and mechanical faults for HVAC systems, troubleshooting DDC for Alerton controls, maintaining up-to-date backups for building management system controllers (JACE, N4, or AX), resolving customer issues or difficulties in a manner that is consistent with the company mission, values, and financial objectives. He also performed teardowns on RMA compressors, motors, and V.I. changeouts, as well as compressor conversions from Internal Oil Separator to Flooded, including basic HVAC maintenance in-house. As a previous Technical Support Specialist Manager, Mr. Negron Performed retrofits of controls on various Trane Voyage Units for Lee County Schools. Mr. Negron earned an Associate of Arts Degree from Florida Gulf Coast University and an HVAC Certificate from Fort Myers Technical College. 16.F.8.b Packet Pg. 2022 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 10 Mr. Chris Chabot Project Engineer & HVAC Service Technician Bachelor’s in Resorts & Hospitality Facilities Management Green Mountain College Certified in A+ Programming Language Experience: 20 years Mr. Chabot is a highly accomplished Service Leader with over 20 years of growth and achievement in the controls, building automation, and construction industry. He is a results-oriented, decisive leader with proven success in project and task management, strategic planning and problem-solving. Additionally, he is focused on forging strong relationships with internal and external business partners. Mr. Chabot regularly communicates with customers and their representatives, including building owners, stakeholders, subcontractors, and field support staff. He creates an operational budget for assigned projects by revising the original estimate based on field-validated project scopes. He is responsible for maintaining the accuracy of the forecasted cost at completion and controlling service expenses by monitoring the assigned project budget. He also creates and makes revisions to service project schedules including generating tasks, estimates, dependencies, and milestones. Prior to working at Ameresco, Mr. Chabot was a Maintenance Coordinator for Offsite Facilities for Naples Community Hospital. In that role, he managed all aspects of construction projects and service-related items, from beginning to end, with direct responsibility for project execution to accomplish specific objectives in a given time frame and with available resources. He was also responsible for the administration, implementation, and management of service-related projects. Previous positions include Building Engineering for Marriott International Marco Island, Inspector at Massey Services, Inc., sales and Operations Manager at Aramark, Owner of a TFT Carpentry, LLC,. Mr. Chabot has a Bachelor’s in Resorts & Hospitality Facilities Management from Green Mountain College. 16.F.8.b Packet Pg. 2023 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 11 Mr. Dominic Rosso Building Automation and Controls Technical Lead AA from FSW State College, Ft Myers Tri-County Apprenticeship Academy Experience: 9 years Mr. Rosso is a Building Automation professional with experience in site management, purchasing, client satisfaction, and technical oversight. He is dedicated to quality that redefines industry standards. Mr. Rosso has extensive experience in the application, design, implementation and maintenance of building automation and mechanical systems. He also has technical certifications and licenses in these areas of primary business, shown below. Previous to joining Ameresco, Mr. Rosso held some of the following positions/duties: Lead Special Projects and Sales Technician (06/2018-07/2020) Comfort Zone Inc.  Engineer clear and effective solutions for specific special projects and problems such as one of a kind retrofit refrigeration/commercial jobs.  Develop techniques to streamline existing processes, test and review new technologies and products, implement sales strategies to maximize revenue. Lead A/C Service Technician (9/17/15 - 2018) Independent A/C Inc.  Screen resumes, interview prospective employees and field train new hires.  Coordinate employee efforts, design commercial and residential systems and duct layouts, assist technicians with equipment diagnostics, perform refrigeration repairs, service 3 phase equipment.  Build and Maintain relationships with clients and accounts for the company and market new products. CERTIFICATIONS/LICENSES OSHA 10 EPA Universal Journeyman HVAC FL Real Estate Sales Associate (SL) #SL3488333, MOS Master in Word and Excel Mitsubishi VRF System Design 16.F.8.b Packet Pg. 2024 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 12 Ms. Colleen Lorms Office Manager/Accounting & Project Assistant Fortis College/Hondros Career Center Computerease Certified, Notary Public. Experience: 19 years Mrs. Lorms is the grease that keeps all of Ameresco 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 who 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. 16.F.8.b Packet Pg. 2025 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 13 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: 34 years Mr. Papay is a registered Professional Engineer with BSME, MSME, MBA (finance concentration) and over 34 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 Ameresco, 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 (ASME) (over 25- year member), registered Professional Engineer (Ohio and Indiana), and LEED Accredited Professional since 2004. 16.F.8.b Packet Pg. 2026 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 14 Mr. Jarret Kelley Senior Energy Engineer BS Mechanical Engineering, University of Dayton MS Renewable Energy, University of Dayton Certified Energy Manager Experience:11 years Mr. Kelley is Ameresco’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. 16.F.8.b Packet Pg. 2027 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 15 Mr. Steve Boyce Senior Electrical Engineer BS Electronic Engineering, Franklin University Certified Energy Manager & Auditor Certified Sustainable Development Professional Business Energy Professional Experience: 35 years Mr. Boyce has 30 years of experience in energy conservation and building automation. In 2014, Mr. Boyce joined the Ameresco team as a Senior Electrical Engineer and is utilized as the primary resource for developing solutions involving electrical and controls upgrades. Prior to joining Ameresco, 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). 16.F.8.b Packet Pg. 2028 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Ameresco Proprietary and Confidential: Do Not Distribute Vendor Questionnaire | Page 16 Mr. Matt McMillen Senior Controls Engineer U.S. Navy Nuclear Power School Certified Energy Manager Experience: 38 years Mr. McMillen is Ameresco’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.F.8.b Packet Pg. 2029 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) Solicitation 23-8123 HVAC Replacement and Installation Services To: Collier County Selection Committee From: Ameresco, Inc. Subject: Evaluation Criteria #5 – Local Vendor Preference Ameresco, Inc.is located at:  13721 Jetport Commerce Parkway Unit #5 Fort Myers, FL 33913 Ameresco’s office is 32.8 miles from the Collier County Government main campus, located at:  3299 Tamiami Trail E Naples, FL 34112 Ameresco, Inc. employees (3) crew members that live within the city limits of Naples, Florida.  These employees are within 3-10 miles of the main Collier County campus in Naples, Florida.  Response time to the Collier County main campus ranges from 15 minutes to 30 minutes for these employees. Ameresco, Inc employees another 10 crew members that live in Lee County, Florida.  These employees are within 30-50 miles of the main Collier County campus in Naples, Florida.  Response time to the Collier County main campus ranges from 60 minutes to 90 minutes for these employees. Ameresco, Inc. has a Business Tax Receipt for Lee County, Florida (attached). 16.F.8.b Packet Pg. 2030 Attachment: Ameresco Inc Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) 16.F.8.cPacket Pg. 2031Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2032Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2033Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2034Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2035Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2036Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2037Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2038Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2039Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2040Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2041Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2042Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2043Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2044Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2045Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2046Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2047Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2048Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2049Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2050Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2051Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2052Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2053Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2054Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2055Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2056Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2057Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2058Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2059Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2060Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2061Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2062Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2063Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2064Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2065Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2066Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2067Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2068Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2069Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2070Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2071Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2072Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2073Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2074Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2075Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2076Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2077Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2078Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2079Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2080Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2081Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2082Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2083Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2084Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2085Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2086Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2087Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2088Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2089Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2090Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.cPacket Pg. 2091Attachment: United Mechanical LLC Proposal (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Selection Committee Final Ranking IFQ #: 23-8123 Title: HVAC Replacement and Installation Services Name of Firm German Gonzalez Dayne Atkinson Paul Abbott Tim Rygiel Derrick Garby Total Scores Final Ranking Ameresco, Inc 95 95 95 95 90 470.00 1 United Mechanical, LLC 72 68 73 87 77 377.00 2 Procurement Professional Leeann Charles Page 1 of 1 16.F.8.d Packet Pg. 2092 Attachment: 23-8123 FinalRanking (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Notice of Recommended Award Solicitation: 23-8123 Title: HVAC Replacement and Installation Services Due Date and Time: September 6, 2023, at 3:00 PM EST Respondents: Company Name City County State Final Ranking Responsive/Responsible Ameresco, Inc Fort Myers Lee FL 1 Yes/Yes United Mechanical, LLC Fort Myers Lee FL 2 Yes/Yes Air Mechanical & Service Corp. Tampa Hillsborough FL N/A No/Yes Utilized Local Vendor Preference: Yes No Recommended Vendors for Award: On July 6, 2023, the Procurement Services Division released notices of Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement and Installation Services. Twelve thousand and twelve (12,012) notifications were sent, fifty-two (52) suppliers viewed the solicitation information, and three (3) proposals were received by the due date of September 6, 2023. Staff reviewed the bids received. Air Mechanical & Service Corp. was deemed non-responsive for not providing the required evaluation criteria information. The remaining two (2) proposers were deemed responsive and responsible. The Selection Committee met on November 9, 2023, and as described in the solicitation documents, the Committee scored each of the proposals and the proposers were ranked as listed above. The top two (2) contractors are being recommended for award: Ameresco, Inc ranked as 1 United Mechanical, LLC ranked as 2 Contract Driven Purchase Order Driven Required Signatures Project Manager: Procurement Strategist: Procurement Services Director: __________________________________ _________________ Sandra Srnka Date DocuSign Envelope ID: 460BF63F-ED34-4F73-B6B4-5BFD3D98AB1D 12/8/2023 12/8/2023 12/8/2023 16.F.8.e Packet Pg. 2093 Attachment: 23-8123 NORA executed (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation Services) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 4/22/2024 Arthur J.Gallagher Risk Management Services,LLC 470 Atlantic Avenue Boston MA 02210 Hunter Araujo 617-261-6700 617-646-0400 hunter_araujo1@ajg.com Hartford Fire Insurance Company 19682 AMERINC-17 Hartford Accident and Indemnity Company 22357Ameresco,Inc. 111 Speen Street Suite 410 Framingham MA 01701 1547210939 A X 2,000,000 X 500,000 50,000 1,000,000 4,000,000 X Y 30 CSF WQ0269 1/31/2024 1/31/2025 4,000,000 A 1,000,000 X X X Y 30 UEL WQ0268 1/31/2024 1/31/2025 B X N 30 WV WQ0267 1/31/2024 1/31/2025 1,000,000 1,000,000 1,000,000 RE:23-8123 "HVAC Replacement and Installation Services" Collier County Board of County Commissioners,OR,Board of County Commissioners in Collier County,OR,Collier County Government,OR,Collier County are included as Additional Insureds in respect to the General liability and Auto liability policies,pursuant to and subject to the policy's terms,definitions, conditions and exclusions. The insurance provided in the General liability and Auto liability policy(ies)is primary and any other insurance shall be excess only,and not contributing. Collier County Board of County Commissioners 3295 Tamiami Trail E. Naples FL 34112 16.F.8.f Packet Pg. 2094 Attachment: 23-8123 Insurance_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. Form HA 99 13 01 87 Printed in U.S.A. !"#$%&’()* ADDITIONAL INSURED AND RIGHTS OF RECOVERY AGAINST OTHERS This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM A. Any person or organization whom you are required by contract to name as additional insured is an ''insured'' for LIABILITY COVERAGE but only to the extent that person or organization qualifies as an ''insured'' under the WHO IS AN INSURED provision of Section II - LIABILITY COVERAGE. B. For any person or organization for whom you are required by contract to provide a waiver of subrogation, the Loss Condition - TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US is applicable. Ameresco Inc.Policy #30 UEL WQ0268 1.31.24-25 16.F.8.f Packet Pg. 2095 Attachment: 23-8123 Insurance_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation POLICY NUMBER: 30 CSF WQ0269 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - OPTION I This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s)Designated Project(s) Or Location(s) Or Organization(s):Of Covered Operations: Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A.(3)With respect to those person(s) or organization(s)In connection with "your work" for the shown in the Schedule above when you have additional insured at the project(s) or agreed in a written contract or written agreement location(s) designated in the Schedule to provide insurance such as is afforded under this and included within the "products- f. Any Otherpolicy to them, Subparagraph ,completed operations hazard", but only if: Party Additional Insureds When, under the (a)The written contract or writtenRequired By Written Contract, Written agreement requires you to provideAgreement Or Permit Section II –Paragraph of such coverage to such additionalWho Is An Insured is replaced with the following:insured at the project(s) or location(s) f. Any Other Party designated in the Schedule; and (b)Any other person or organization who is not This Coverage Part provides a.e.an insured under Paragraphs through coverage for "bodily injury" or above, but only with respect to liability for "property damage" included within the "bodily injury", "property damage" or "personal "products-completed operations and advertising injury" caused, in whole or in hazard". part, by your acts or omissions or the acts or The insurance afforded to the additional omissions of those acting on your behalf:insured shown in the Schedule applies: (1)In the performance of your ongoing (1)Only if the "bodily injury" or "property operations for such additional insured at damage" occurs, or the "personal and the project(s) or location(s) designated in advertising injury" offense is committed: the Schedule;(a)During the policy period; and(2)In connection with your premises owned (b)Subsequent to the execution of suchby or rented to you and shown in the written contract or written agreement;Schedule; or and Form HS 24 80 07 13 Page 1 of 2 © 2013, The Hartford (Includes copyrighted material of Insurance Services Office, Inc., with its permission.) 16.F.8.f Packet Pg. 2096 Attachment: 23-8123 Insurance_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation (c)When You Add Others As An AdditionalPrior to the expiration of the period of Insured To This Insurancetime that the written contract or written agreement requires such insurance (a) Primary Insurance When Required By be provided to the additional insured.Contract (2)Only to the extent permitted by law; and This insurance is primary if you have agreed (3)Will not be broader than that which you in a written contract or written agreement that are required by the written contract or this insurance be primary. If other insurance written agreement to provide for such is also primary, we will share with all that additional insured.other insurance by the method described in (c)Paragraph below. This insurance does notWith respect to the insurance afforded to the apply to other insurance to which theperson(s) or organization(s) that are additional additional insured in the Schedule has been insureds under this endorsement, the added as an additional insured.following additional exclusion applies: (b) Primary And Non-Contributory To OtherThis insurance does not apply to "bodily Insurance When Required By Contractinjury", "property damage" or "personal and advertising injury" arising out of the rendering This insurance is primary to and will not seek of, or the failure to render, any professional contribution from any other insurance architectural, engineering or surveying available to an additional insured under your services, including:policy provided that: (1)(i)The preparing, approving, or failing to The additional insured in the Schedule is prepare or approve maps, shop drawings,a Named Insured under such other opinions, reports, surveys, field orders,insurance; and change orders, designs or specifications;(ii)You have agreed in a written contract ororwritten agreement that this insurance (2)Supervisory, inspection, architectural or would be primary and would not seek engineering activities.contribution from any other insurance available to the additional insured in theThe limits of insurance that apply to the additional Schedule.insured shown in the Schedule are described in the (c) Method Of SharingLimits Of Insurance section. How this insurance applies when other insurance is If all of the other insurance permits available to the additional insured is described in the contribution by equal shares, we will follow Section IV –Other Insurance Condition in this method also. Under this approach, each Commercial General Liability Conditions, except as insurer contributes equal amounts until it has otherwise amended below.paid its applicable limit of insurance or none of the loss remains, whichever comes first.B.With respect to insurance provided to the person(s) or organization(s) that are additional If any of the other insurance does not permit When Youinsureds under this endorsement, the contribution by equal shares, we will Add Others As An Additional Insured To This contribute by limits. Under this method, each Insurance Othersubparagraph, under the insurer's share is based on the ratio of its Insurance Section IV – Commercial Condition of applicable limit of insurance to the total General Liability Conditions is replaced with the applicable limits of insurance of all insurers. following:All other terms and conditions in the policy remain unchanged. Page 2 of 2 Form HS 24 80 07 13 16.F.8.f Packet Pg. 2097 Attachment: 23-8123 Insurance_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.g Packet Pg. 2098 Attachment: 23-8123 Insurance_United (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2099Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2100Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2101Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2102Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2103Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2104Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2105Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2106Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2107Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2108Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2109Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2110Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2111Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2112Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2113Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2114Attachment: 23-8123_VendorSigned_Ameresco (28866 : Award Invitation for Qualification (“IFQ”) No. 23-8123, HVAC Replacement & Installation 16.F.8.hPacket Pg. 2115Attachment: 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