CDC - Item 2 - Bid For Playground Equipment Garvey/Sally Tanner ParkIRL Rosemead Community Development Commission
RCDC 8838 East Valley Boulevard, CA 91770 Tel 626.569.2100 Fax 626.307.9218
MEMORANDUM
TO: BILL CROWE, EXECUTIVE DIRECTOR
FROM: MICHAEL D. BURBANK, DIRECTOR OF PARKS AND RECREATION~-
DATE: JUNE 8, 2005
RE: AWARD OF BID FOR PLAYGROUND EQUIPMENT AT GARVEY AND
SALLY TANNER PARKS
As part of this year's Budget, $ 84,000.00 was budgeted to install Play Equipment at
Garvey.and Sally Tanner Parks and to provide Rubber Surfacing under the Play
Equipment at Garvey Park.
The funding sources for these projects consisted of $ 73,000.00 from the Rosemead
Community Development Commission and $ 11,000.00 from a Recycling Grant.
During the bidding process, 6 bid packets were taken out. Bids were opened on
Tuesday, June 7, 2005 and we received one bid from ORTCO, Inc. for $ 82,842.38 or
$ 1,157.62 below budget I talked to several Contractors that took out bid packets as to
why they didn't bid the project and they indicated there was a lot of work available and
that they were very busy.
We did encounter a problem during the bidding process. The Recycling Grant
Administrator advised the City that the Recycling Grant funds could not be used for the
Rubber Surfacing that was to go under the play, equipment at Garvey Park.
Consequently, we lost $ 11,000.00 from our budget of $ 84,000.00.
07-n-b9s/sb
COMMISSION AGENDA
JUN1r200..
RECOMMENDATION:
It is recommended that the Rosemead Community Development Commission award
the project to ORTCO, Inc. for their bid of $ 82,842.38 and appropriate $ 10,000.00 from
the Commission's Unappropriated Reserve to handle the short fall from the Recycling
Grant.
attachments
07-n-b9s/sb
BID PROPOSAL FORM
TO: Rosemead Community Development Commission
8838 East Valley Boulevard
Rosemead, California 91770
I have received the documents titled: Notice Inviting Bids, Drawings, Instruction to Bidders,
Specifications, Agreement, Contractors Qualification Statement, Bid Proposal Form, and
Addendums K # & # I have satisfied myself as to the scope of work and
conditions of the site.
In submitting this Proposal, I agree:
1. To hold my bid open for sixty (60) calendar days from the date of this Proposal.
2. To comply with the provisions of the Notice Inviting Bids, Instruction to Bidders,
Specifications and Drawings.
3. To furnish bonds and Insurance as noted in the Instruction to Bidders.
4. To begin work within ten (10) working days after receiving the Notice to Proceed.
5. All work must be. accomplished within thirty (30) consecutive calendar days.
6. Owner will retain 10% of the incremental payments pending resolution of Notice of
Completion.
7. 1 have completed and enclosed the Contractor's Qualification Statement and List of
Sub-Contractors.
8. Sign and Submit Agreement
9. To name the Rosemead Community Development Commission and the City of
Rosemead as additional insureds on the Insurance Certificate.
1 will provide all labor, materials, supplies and equipment and perform all the work as specified
in these documents for the following amounts:
Garvey Park Play Equipment and
Rubber Safety Material:
Sally Tanner Park Play Equipment
BY:
u
Lump Sum Bid:
A
Street
$
3 %
$._5 1.39
DATE:. IC-1 ,
Zip Code
FAX NO: 14 -CSC QC
A(C
TELEPHONE NO.: iLI '~~M CONTRACTOR'S LIC. 5
VII. LIST OF SUBCONTRACTORS
The following is a true and complete list shoeing the name and the location of the place
of business of each subcontractor who will perform work, or labor or render service to
the Contractor in or about the Work in an amount in excess of one-half of the one
percent (0.5%) of the Contractor's total bid.
(List the portion of the work, which will be. done by each subcontractor and list only
one subcontractor for each such portion).
WORK PORTION SUBCONTRACTOR'S NAME AND BUSINESS ADDRESS
Tc7~~Lirt ~f 14~ i~) i~er ~~tiU k&(4
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I N S T I T U T E O F A R C H I T E C T S
T H E A. M E R i C A N
AIA Document A305
Contractor's Qualification Statement
1986 EDITION
This form is approved and recommended by The American Institute of Arcbitects
(AIA) and The Associated General Contractors of America (AGC) for use in evaluat-
ing the qualifications of contractors. No endorsement of the submitting party or
verification of the information is made by the AIA or AGC.
The Undersigned certifies under oath that the information provided herein is true and suffi-
ciently complete so as not t1opbbepmiislleadiing.
SUBMITTED TO: l~ 4 ~GX t' QC~I
ADDRESS: JJJ
Corporation
SUBMITTED BY: 0
NAME: Partnership
~\clb h'' LL
ADDRESS: ~t -7i (0,3 I nVI• I S S1 ~ Individual-
C~'tG~. S ]
Joint Venture
PRINCIPAL OFFICE: ~tO
Other
NAME OF PROJECT (if applicable):
TYPE OF WORK (file separate form for each Classification of Work):
HVAC
General Construction
I Electrical
Plumbi
~C Other a i ry( A E TX Q 1 b_bm
(please specify)
Copyright 1964, 1969, 19'91 @1986 by The Amcrican lnstimte of Architects, 1735 New York Avenue, N.W., Washing-
ton, D.C.20006. Reproduction of the material hcrein or substantial quotation of its provisions without written permission
of the MA violatrs Me copyright laws of the United states and will be subject to legal prosecution.
_ _ ,.-n,1-nv•c ntIALIFICATION STATEMENT • 1986 EDITION • AIAs - 0 1986 _ 1a305-1986 1
ORGANIZATION
1.1 How many years has your organization been in business 25 a Contractor?
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1.2 How many years has your organization been in business under its present business name?
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1.2.1 tinder what other or former names has your organization operated?
ID vca 1Oairs
1.3 If your organization is a corporatic
1.3.1 Date of incorporation:
1.3.2 State of incorporation:
1.3.3 President's name:
1.3.4 Vice-president's name(s),
n, answer the following:
Ijq 1
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1.3.5 Secretary's name: 0-1VVk\LA 0IZ 1~1 j4
13.6 Treasurer's name:
LgVlrl Y lA ,l Outti_P
1.4 If your organization is a partnership, answer the following:
1.4.1 Dace of organization: %V\
1.4.2 Type of partnership (if applicable): 1.4.3 Name(s) of general partner(s):
15 If your organisation is individually owned, answer the following: \ `
1.5.1 Date of organization: Cpl\v\\
1.5.2 Name of owner:
AIA DOCUMENT A305 • CONTRACTOR'S QCALIFIC.ATION ST.4TFMENT • 1986 EINTIOU • MA' • 9'1986 1 -1 1
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1.6 If the form of your organization is other than those listed above, describe it and name the principals:
V
z,. LICENSING
ur ctions and trade categories in which your organization is legally qualified to do business,
2.1 List j
and indicate registration or license numbers, if applicable.
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2.2 List jurisdictions in which your organization's partnership or trade name is filed.
3, EXPERIENCE
3,1 List the categories of work that your organization normally performs with its own ff\s.
~uv faeC,LIeLG
answer to any of the questions below is Yes, please attach details.)
3.2 Cla ms and Suits. (If the
y aided to it?
3 .2.1 Has your organization ever failed to complete any work aw
e h/e~re any judgments, claims, arbitration proceedings or suits pending or outstanding
e 1
against your organization or its officers? off
ti ration with regard to construc-
3 ? 3 Has your organization filed any law suits or requested arbit
on contracts within the last five years?
3.3 Within the last five years, has any officer or principal of your organization ever been an officer ur
principal of another organization when it failed to complete a construction contract? (If the arsR'er3
yes, please aaach details.) N
3.4 On a separate sheet, list major construction projects your organization has in progress, giving the
name of project, owner, architect, contract amount, percent complete and scheduled completion
date. 5c6 A'l+Pw- 4e()
3.4.1 State total worth of work in progress and under contract:
1,395,31~~
3.5 On a separate sheet, list the major projects your organization has completed io the and pas[ five years,
giving the name of project, owner, architect, contract amount, date of completip percentage of
the cost of the work performed with your own forces. SGT
3.5.1 State average annual amount of construction work performed during the past five years:
3.6 On a separate sheet, list the ct5nstructio~~r-;ex~-p~erience and present commitments of the key individ-
uals of your organization. ~ ATTHcuma
4.
REFERENCES
4.1 Trade References:
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4.2 Bank References:
4.3 Surety
4.3.1 Name of bonding company:
4.3.2 Name and ad~d"ress of agent:
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ORTCO, INC. REFERENCES
City of Long Beach
333 W. Ocean Blvd.
Various Parks
Long Beach, CA 90802
Pat Castro
562-570-5178
City of Paramount
1640 Colorado Ave.
Various Parks
Paramount, CA 90723
David Johnson
562-220-2121
City of Westminster 8200 Westminster Blvd
Various Parks Westminster, CA
Dianna Dobbert 92683
714-895-2860
Paramount Unified School District 8555 Flower St.
Cindy DiPaola Paramount, CA 90723
562-602-6975
City of Fountain Valley
Various Parks
Charlie Wathers
714-965-4400
ABC Unified School District
Various Schools
Josie Cox
City of Buena Park
Various Parks
Rudy
714-562-3865
10200 Slater Ave.
Fountain Valley, CA
92728
16700 Norwalk Blvd.
Cerritos, CA 90703
PO Box 5009
Buena Park, CA 90620
$630,000
$200,000
$800,000
$500,000
$450,000
$200,000
$350,000
3. t~
2163 N. Glassell Street
OZ nge GA 92865
Pne14-998-3998
Fu 714-998-3996
E-mail ortcoolavs(Maol.com
FED TAX ID 33-9494654
ORTCO,INC. si.
Experience 1991 - 2005 Ortco, Inc., Orange, CA
1985 -1991 Ortco Builders, Orange, CA
I, Lynn Alan Ortiieb, President, have been working in this field for the
last 24 years. Our experience in all areas of playground improvement
is quite extensive. We have installed various manufactures'
equipment. The primary manufacturer we install is Miracle Recreation
Equipment. In addition to play equipment we have also installed
shelters, bus stops, benches, tables, waste receptacles. We also
have experience in installation of shade shelters. We have
experience in installation of a wide variety of safety surfacing.
Included in this would also be concrete work, borders sub base and
much more.
In addition, all of our field employees have passed the state required
fingerprint background check.
Accreditation's and California State Contractor's License
licenses:
Certified Playground Safety Inspector
Certified Miracle Recreation Equipment Installer
_I
294 N. Shattuck Place Phone 714998-3998
Orange, CA 92868 Fax 714998-3996
E-mail ortcoplayss@aol.=n
Lynn Alan Ortlieb
Work experience 1991 - 2005 President, Ortco, Inc., Orange, CA
• 1985 - 1991 Sole owner, Ortco Builders, Orange, CA
• 1981 -1985 Superintendent, MK Constructors, Orange, CA
My experience in all areas of playground improvement is quite
extensive. I have been working in this field for the last 24 years. I
have installed various manufactures' equipment. In addition to play
equipment I have also install shelters, bus stops, benches, tables,
waste receptacles. I have experience in installation of a wide variety
of safety surfacing. Included in this would also be concrete work,
borders sub base and much more.
As a business owner and superintendent, I have had the
responsibility of supervising employee, hiring and firing, etc.
Accreditation and Califomia State Contractor's License, Certified Playground Safety
licenses Inspector, Certified Miracle Recreation Equipment Installer
I
5
FINANCING
5.1 Financial Statement. n ~ ~J -`Ve ceCi la A 1f V ck
5.1.1 Attach a financial statement, preferably audited, including your organization's latest (ILLVCIE
balance sheet and income statement showing the following items:
Current Assets (e.g., cash, joint venture accounts, accounts receivable, notes
receivable, accrued income, deposits, materials inventory and prepaid
expenses);
Net Fixed Assets;
Other Assets;
Current Liabilities (e.g., accounts payable, notes payable, accrued expenses, pro-
vision for income taxes, advances, accrued salaries and accrued payroll taxes);
Other Liabilities (e.g., capital, capital stock, authorized and outstanding shares
par values, earned surplus and retained earnings).
5.1 .2 Name and address of firm preparing attached financial statement, and date thereof:
C00_ '
5.1.3 Is the attached financial statement for the identical organiution named on page one?
5. L4 If not, explain the relationship and financial responsibility of the organization whose
financial statement is provided (e.g., parent-subsidiary).
5.2 Will the organization whose Financial statement is attached act as guarantor of the contract for con-
struction?
!l
6. SIGNATURE
6.1 Dated at this Lo day of
~iL~-TC~O ~✓~G
Name of Orgatuzation-'~`~L"' ~
By:
Tide:
6.2
M being
duly sworn deposes and says that the information provided herein is true and sufficiently complete so as not to be
misleading. -
Subscribed and sworn before me this day of
19
Notary Public:
My Commission Expires:
CAUTION: You should sign an original AIA document which has this caution printed in red.
An original assures that changes will not be obscured as may occur when documents are reproduced.
Il~
- . 1..1_1_11 - /
JURAT
State of ClALlfo L4~ i
County of KL ss.
DER LYNN MMEGGIO
_ Commtubn # 1443274
Notary M ft - Camomio
0=99 County
My Comm. Exptea Oct 3.2007
Subscribed and sworn to (or affirmed) before me
this day, of , ?COS, by
Oate Month Year
Name of Signer(s)
n /Name of Signer(s)
fkJb \w~I"
\Q\ U Sign re of dry blic
OPTIONAL
Though the information in this section is not required by law, it may prove valuable to persons relying on the document and could prevent
fraudulent removal and reattachment of this form to another document.
Description of Attached Document
Title or Type of Document: L M"A (Y.!ef IL-5 UOC(-% U C L-Mn,
Document Date: Lod. (P I Q,;- Number of Pages:
e
Top of thumb here
Signer(s) Other Than Named Above:
®1998 National Notary Association • 9350 De Soto Ave., P.O. Box 2402 • Chatsworth. CA 91313-2402 Prod. No. 5914
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Reorder: Call Toll-Free 1-800.876-6827
LINCOLN GENERAL INSURANCE AGENCY
BOND NO.: ORTIN-0012
BID BOND
KNOW ALL MEN BY THESE PRESENTS:
That we, ORTCO, INC., (hereinafter called the Principal), and LINCOLN
GENERAL INSURANCE AGENCY, a corporation organized and doing business
under and by virtue of the laws of the State of PENNSYLVANIA, and duly
licensed for the purpose of making, guaranteeing or becoming sole surety upon
bonds or undertakings required or authorized by the laws of the State of
CALIFORNIA, as Surety, are held and firmly bound unto CITY OF ROSEMEAD
(hereinafter called the obligee) in the sum equal to 10% of the accompanying bid
of the Principal, not, however, in excess of TEN PERCENT OF THE TOTAL
AMOUNT BID Dollars (10% OF BID AMOUNT), for the payment of which, well
and truly to be made, we hereby bind ourselves and our heirs, executors,
administrators, successors and assigns, jointly, and severally, firmly by these
presents.
THE CONDITION OF THIS OBLIGATION IS SUCH THAT WHEREAS, the above bounden
Principal as aforesaid, is about to hand in and submit to the obligee a bid for NEW
PLAYGROUND EOUIPMENT INSTALLATION AT SALLY TANNER AND GAVEY
PARKS in accordance with the plans and specifications filed in the office of the obligee and
under the notice inviting proposals therefore.
NOW, THEREFORE, if the bid or proposal of said principal shall be accepted, and the contract
for such work be awarded to the principal thereupon by the said obligee, and said principal shall
enter into a contract and bond for the completion of said work as required by law, then this
obligation to be null and void, otherwise to be and remain in full force and effect.
IN WITNESS WHEREOF, said principal and said Surety have caused these presents to be duly
signed and sealed this 6TH day of JUNE, 2004.
ORTCO INC.
BY:
LINCOLN GENERAL INS / ANCCEE AGENCY
/
BY: Y SPO ,
Atto ey-in-Fa t