HomeMy WebLinkAbout23 - Professional Services Agreements - Campbell’s Plumbing & Heating - unknown DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 18th day of April , 2023
("Effective Date"), by and between the CITY OF BOZEMAN, MONTANA, a self-governing
municipal corporation organized and existing under its Charter and the laws of the State of Montana,
121 North Rouse Street, Bozeman, Montana,with a mailing address of PO Box 1230, Bozeman, MT
59771, hereinafter referred to as "City," and, Campbell's Plumbing & Heating, 195 High K Street,
Belgrade,MT 59714,hereinafter referred to as"Contractor."The City and Contractor maybe referred
to individually as "Party" and collectively as "Parties."
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Exhibit A and by this reference made
a part hereof.
2. Term/Effective Date: This Agreement is effective upon the Effective Date and will
expire on the 1 st day of July, 2026, unless earlier terminated in accordance with this Agreement.
3. Scope of Services:
This scope of work is Exhibit A to the Professional Services Agreement to provide various
professional and technical (other) services for City projects requiring general contractor services, as
requested by the City of Bozeman. Specific projects requested to be completed will require
authorization to proceed based on individual task orders issued by Jeff Mihelich, City Manager, or
City of Bozeman Directors and Superintendents. The technical services provided include Plumbing
and HVAC Services or other similar(other) services for the City of Bozeman.
Contractor will perform the work and provide the services in accordance with the
requirements of the Scope of Services. For conflicts between this Agreement and the Scope of
Services,unless specifically provided otherwise, the Agreement governs.
4. Payment: City agrees to pay Contractor the amount specified in the Scope of
Services. Any alteration or deviation from the described services that involves additional costs above
the Agreement amount will be performed by Contractor after written request by the City, and will
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become an additional charge over and above the amount listed in the Scope of Services. The City
must agree in writing upon any additional charges.
5. Contractor's Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
a. Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost,progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform the services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party,whether rights of copyright,trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City's
personnel policies handbook and may not be considered a City employee for workers' compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers' Compensation Act,
Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of
Montana,Title 39, Chapter 71,MCA. Contractor shall maintain workers' compensation coverage for
all members and employees of Contractor's business, except for those members who are exempted
by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers' compensation coverage by an insurer licensed and authorized to provide workers'
compensation insurance in the State of Montana; or (2) proof of exemption from workers'
compensation granted by law for independent contractors.
Contractor shall post a legible statement of all wages and fringe benefits to be paid to the
Contractor's employees and the frequency of such payments (i.e., hourly wage employees shall be
paid weekly). Such posting shall be made in a prominent and accessible location at the Contractor's
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normal place of business and shall be made no later than the first day of services provided under this
Agreement. Such posting shall be removed only upon expiration or termination of this Agreement.
In performing the services under this Agreement, Contractor shall give preference to the
employment of bona fide residents of Montana, as required by §18-2-403, MCA, as such term is
defined by §18-2-401(1), MCA. When making assignments of work, Contractor shall use workers
both skilled in their trade and specialized in their field of work for all work to which they are assigned.
Pursuant to §§18-2-403 and 18-2-422,MCA, Contractor shall pay wages, fringe benefits, and
expenses, including travel allowances as set forth in the current Montana Prevailing Wage Rate for
Non Construction Services in effect and applicable to Gallatin County, Montana, which schedule is
incorporated herein. Contractor shall pay all hourly wage employees on a weekly basis. Violation of
the requirements set forth in the above State of Montana schedule of prevailing wage rates may
subject the Contractor to the penalties set forth in§18-2-407,MCA. Contractor shall maintain payroll
records during the term of this Agreement and for a period of three (3) years following termination
of this Agreement.
The Contractor shall ensure that any person, firm or entity performing any portion of the
services under this Agreement for which the contractor, subcontractor or employer is responsible, is
paid the applicable standard prevailing rate of wages.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes and for any claims regarding underpaid prevailing wages.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney's fees and the costs and fees of expert witness and consultants), losses,
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expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor's agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or
intentional misconduct of the Contractor or Contractor's agents or employees.
Such obligations shall not be construed to negate,abridge,or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the City as
indemnitee(s)which would otherwise exist as to such indemnitee(s).
Contractor's indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should the City be required to bring an action against the Contractor to assert its right to
defense or indemnification under this Agreement or under the Contractor's applicable insurance
policies required below, the City shall be entitled to recover reasonable costs and attorney fees
incurred in asserting its right to indemnification or defense but only if a court of competent
jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to
indemnify the City for a claim(s) or any portion(s) thereof.
In the event of an action filed against the City resulting from the City's performance under
this Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
Contractor also waives any and all claims and recourse against the City, including the right of
contribution for loss or damage to person or property arising from, growing out of, or in any way
connected with or incident to the performance of this Agreement except "responsibility for [City's]
own fraud, for willful injury to the person or property of another, or for violation of law, whether
willful or negligent" as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
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In addition to and independent from the above,Contractor shall at Contractor's expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall
furnish to the City an accompanying certificate of insurance and accompanying endorsements in
amounts not less than as follows:
• Workers' Compensation—statutory;
• Employers' Liability- $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability- $1,000,000 property damage/bodily injury per accident; and
• Professional Liability- $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial General,
Employer's Liability, and Automobile Liability policies. The insurance and required endorsements
must be in a form suitable to City and shall include no less than a thirty(30)day notice of cancellation
or non-renewal. Contractor shall notify City within two (2) business days of Contractor's receipt of
notice that any required insurance coverage will be terminated or Contractor's decision to terminate
any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor's Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor's right to proceed with all or any part of the work ("Termination Notice Due
to Contractor's Fault"). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
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b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
C. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City's Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement, the City may
terminate this Agreement by written notice to Contractor ("Notice of Termination for City's
Convenience"). The termination shall be effective in the manner specified in the Notice of
Termination for City's Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City's Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
C. In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City's Convenience.
d. The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special,punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
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10. Limitation on Contractor's Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor's damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11. Representatives and Notices:
a. City's Representative: The City's Representative for the purpose of this
Agreement shall be Max Ziegler, Facilities Project Coordinator, or such other individual as
City shall designate in writing. Whenever approval or authorization from or communication
or submission to City is required by this Agreement, such communication or submission shall
be directed to the City's Representative and approvals or authorizations shall be issued only
by such Representative; provided, however, that in exigent circumstances when City's
Representative is not available, Contractor may direct its communication or submission to
other designated City personnel or agents as designated by the City in writing and may receive
approvals or authorization from such persons.
b. Contractor's Representative: The Contractor's Representative for the
purpose of this Agreement shall be Phil Martin, or such other individual as Contractor shall
designate in writing. Whenever direction to or communication with Contractor is required by
this Agreement, such direction or communication shall be directed to Contractor's
Representative; provided, however, that in exigent circumstances when Contractor's
Representative is not available, City may direct its direction or communication to other
designated Contractor personnel or agents.
C. Notices: All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered,if delivered by courier to Party's address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
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report) to the email address or fax number provided by the Party's Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances,rules,and regulations,obtain all necessary permits,licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers'
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14. Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by
Contractor of persons performing this Agreement shall be on the basis of merit and qualifications.
The Contractor will have a policy to provide equal employment opportunity in accordance with all
applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will
not refuse employment to a person, bar a person from employment, or discriminate against a person
in compensation or in a term, condition, or privilege of employment because of race, color, religion,
creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation,
gender identity, physical or mental disability, except when the reasonable demands of the position
require an age, physical or mental disability, marital status or sex distinction. The Contractor shall
be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United
States Code, and all regulations promulgated thereunder.
Contractor represents it is, and for the term of this Agreement will be, in compliance with the
requirements of the Equal Pay Act of 1963 and Section 39-3-104,MCA(the Montana Equal Pay Act).
Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has
been found guilty of within 60 days of such finding for violations occurring during the term of this
Agreement.
Contractor shall require these nondiscrimination terms of its subcontractors providing services
under this Agreement.
15. Intoxicants;DOT Drug and Alcohol Regulations/Safety and Training: Contractor
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shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S.Department of Transportation
(DOT)regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing its employees and agents in safe work practices.
16. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor's rights, including the right to compensation or duties arising
hereunder,without the prior written consent of the City. Any subcontractor or assignee will be bound
by all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor's compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18. Non-Waiver: A waiver by either party of any default or breach by the other party of
any terms or conditions of this Agreement does not limit the other party's right to enforce such term
or conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
19. Attorney's Fees and Costs: In the event it becomes necessary for either Party to
retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice
required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable
attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City
Attorney's Office staff.
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20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties,the parties may invite an independent,disinterested mediator to assist
in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty(30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor's indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
25. Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
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agreement of the parties. Covenants or representations not contained herein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
30. Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
31. Extensions: This Agreement may,upon mutual agreement,be extended for a period
of one year by written agreement of the Parties. In no case, however, may this Agreement run longer
than five years.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA DocuSigned Campbells' Plumbing and Heating, Inc.
ONTRACTOR(Type Name Above)
DocuSigned by: Y DocuSigned by:
By hi >.H�.�' By
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Jef 31i�I1�9;2�ty Manager
Print Name: Phil Martin
Print Title: Coo
APPROVED AS TO FORM:
DocuSigned by:
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Greg u ivan,Bozeman City Attorney
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Max Ziegler
From: Phil Martin <phil@campbellsplumbing.com>
Sent: Wednesday, April 5, 2023 11:45 AM
To: Max Ziegler
Cc: Matt Woody; David Loessberg
Subject: Re: Fwd: City of Bozeman Term Contract
Follow Up Flag: Follow up
Flag Status: Flagged
CAUTION:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the
sender and know the content is safe.
Hi Max, sorry I just included the hourly amounts not material. But below is the updated material and simplified
format. Thanks!
Hourly: Hourly Rate: $150hr(Includes overhead/profit 20%)
Material: 20% Margin
Equipment rental fees: TBD based on need
Scope of services:
Plumbing: new construction installation, remodel, repairs, water heaters, faucets, leaks, hydronic service, natural gas and
propane piping, sewer and water lines
HVAC: heating, air conditioning, clean/checks, repairs, duct installation, hydronic service, duct cleaning
On Wed, Apr 5, 2023 at 11:18 AM Max Ziegler<wzie_lg_erkbozeman.net>wrote:
Thanks Phil,
Can we clarify the markup line a little bit? I am reading this as a 20% markup on materials as well as a $25/hr markup
on labor. If that is correct can we word that more clearly?
I will be submitting this scope of work tomorrow to go on the 4/18/23 commission meeting for signing.
Thanks,
Max
1
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From: Phil Martin <phil@campbellsplumbing.com>
Sent: Monday, April 3, 2023 3:03 PM
To: Max Ziegler<wziegler@BOZEMAN.NET>
Cc: Matt Woody<matt@campbellsplumbing.com>; David Loessberg<dloessberg@campbellsplumbing.com>
Subject: Re: Fwd: City of Bozeman Term Contract
CAUTION:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the
sender and know the content is safe.
Hi Max,
Here is our information. Thank you!
If there is anything additional I can assist with please let me know. Thanks Max for the partnership,
Phil
---------- Forwarded message From: Max Ziegler<wziegler(a)bozeman.net>
Date: Mon, Apr 3, 2023 at 10:27 AM
Subject: RE: City of Bozeman Term Contract
To: cs .campbellsplumbing.com <cs .campbellsplumbing.com>
Good morning,
I am reaching out to follow up on our request for rate proposals so we can finalize the term contract with
Campbell's Plumbing. Please let me know when you will be able to get me the documents requested in my
previous email as I am working to compile proposals and finalize contracts at this time.
Thank you,
Max
From: Max Ziegler
Sent: Tuesday, March 14, 2023 10:36 AM
2
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To: 'cs(acampbellsplumbing.com' <cs(d_)campbellsplumbing.com>
Subject: City of Bozeman Term Contract
Good Morning,
Thank you for responding to our Facilities Contractors RFQ! We have reviewed all the submissions and have
found Cambell's Plumbing and Heating to be qualified to provide as needed plumbing and HVAC services, and
the City would like to enter a term contract with your firm at pre-negotiated rates. This will allow us to
immediately award projects under$80,000 to Cambell's without going through a formal bid solicitation. Please
note that this contract does not guarantee the award of projects, but facilitates the process for both parties.
If you could, please submit to me a signed proposal which includes:
Scope of Services: list the services you are willing to provide
Fee structure: provide a full break down of hourly rates, markups, fees, etc. that may be charged under this
contract
W9: provide a copy of your W9 so that the finance dept can process any payments
Once I receive your proposal I will attach it to our standard Professional Services Agreement and submit it for
approval. Once approved the contract will be for 3 years, with the option to extend to 5. Fee structure can be
updated any time with a simple amendment to reflect changing market conditions. Please reach out if you have
any questions.
Thank you,
Max
MAX ZIEGLER I FACILITIES PROJECT COORDINATOR
City of Bozeman 20 E.Olive Street,Office 014B I Bozeman,MT 59715
P:406.582.2439 C: 406-595-8470 I E: wziegler(@bozeman.net
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and may be considered a "public record" pursuant to Title 2, Chpt. 6, Montana Code Annotated. As such,this
email, its sender and receiver, and the contents may be available for public disclosure and will be retained
pursuant to the City's record retention policies. Emails that contain confidential information such as
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DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
Campbells'Plumbing&Heating
4o6-388-6554
195 High K Street
Belgrade,MT 59714
campbellsplumbing.co m
City of Bozeman emails are subject to the Right to Know provisions of Montana's Constitution (Art. II, Sect. 9) and may
be considered a "public record" pursuant to Title 2, Chpt. 6, Montana Code Annotated. As such,this email, its sender
and receiver, and the contents may be available for public disclosure and will be retained pursuant to the City's record
retention policies. Emails that contain confidential information such as information related to individual privacy may be
protected from disclosure under law.
4
RFP
Bozeman, MT
Plumbing and HVAC
PREPARED FOR CITY OF BOZEMAN
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DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
PLUMBING AND HVAC
Table of Contents:
• Experience: About Campbells' Plumbing and Heating
• Experience: Values
• Experience: Portfolio Snap Shot
• Experience: Detail
• Firm Background
• Firm Workload
• References and Claims
• Equal Pay Affirmation
tiV
Plumbing & Heating
Air Conditioning
DocuSign Envelope ID:A7EC4D35-963F-43C4-BA4E-661692DEF80C
ABOUT CAMPBELLS' PLUMBING AND
HEATING
Founded in 1998, • •e been C • preferred plumbing and
heating company for 25 years. Campbells' culture of quality, integrity, and trust
serves as the foundation in which we deliver customer results and grow our team
to continually be "Best in Industry".
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THE CAMPBELLS' LEADERSHIP TEAM
Leadership Team
................ ................................................
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David Loessberg Phil Martin Joe Micech Matt Woody Mike Campbell
CEO Operations Manager Master Plumber HVAC Manager Master Plumber
Sr. Project Manager Field Operations President
................................................ ................
Employee Count
Pat Krogstad Finn Engelhard
HVAC Estimator Engineer and HVAC
Project Manager 151
DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
THE CAMPBELLS' DIFFERENCE: COMPANY VALUES
Innovation: Technology is built into the core of our systems. Innovation helps us gain
efficiencies, allowing us to pass quality and savings to our customers.
Quality: We stand by our work as best in industry, and provide a 1 year labor/materials
warranty in addition to all manufacturer warranties.
Integrity: We are honest and have unwavering commitment to our company values
Leadership: We hire and develop leaders. Our experienced employees train new hires while
also providing job site leadership.
Learning: With one of the best apprenticeship programs in the state, we pride ourselves on
continual learning and advancement.
Teamwork: We view our role as part of your team. Internal communication and customer
communication reflects this belief.
Trust: Building trust takes work. We pride ourselves in putting forth the effort required to
gain and grown team trust.
Fun: We take our work seriously while also having fun!
ANOMOr
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DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
COMMERCIAL PORTFOLIO SNAP SHOT
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Black Bull Villas / 12 Luxury 4-Plex Norton Ranch / Past and Current Phases
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Graf Apartments / 300 Unit NWX Crossing Apartments 300+ Units
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Bridger Vale / 16 Units Blackwood Groves / 120+ Cottages, Homes
DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
EXPERIENCE DETAIL
Black Bull Subdivision
• Description: Bozeman, MT: Mix of single family, mulifamily and commercial buildings
(both new construction, gas piping, service).
• Client: Rising Sun Construction, Dominic 406-581-3251
• Lead: James Urell - Plumbing Journeyman and various laborer assistants
Norton Ranch Subdivision
• Description: Bozeman, MT: Mix of single family, and mulifamily buildings (both new
construction, gas piping, service).
• Client: Norton Ranch Homes, Matt 406-640-0554
• Lead: Michael Cathcart- Journeyman and various plumbing apprentices/laborers, Phil
Martin- Project Manager
NWX Crossing Icon Apartments
• Description: Bozeman, MT: Mix of mulifamily buildings (new construction, gas piping,
radiant snow melt).
• Client: Dicl<Anderson Construction, Kirk 406-459-2713
• Lead(s): Michael Cathcart, Journeyman, Joe Micech - Master Plumber, Avery Whelan-
Apprentice, Rowan Sanders- Apprentice, Todd Brunner- Project Manager, Phil Martin-
Project Manager
Graf Icon Apartments
• Description: Bozeman, MT: Mix of mulifamily buildings (new construction, gas piping,
radiant snow melt).
• Client: Dicl<Anderson Construction, Kirk 406-459-2713
• Lead(s): Michael Cathcart, Journeyman, Joe Micech - Master Plumber, Avery Whelan-
Apprentice, Rowan Sanders- Apprentice, Todd Brunner- Project Manager, Phil Martin-
Project Manager
Bridger Vale Subdivision
• Description: Bozeman, MT: Mix of mulifamily buildings (new construction, gas piping).
• Client: Williams Homes, JR 818-319-6154
• Lead(s): Michael Cathcart, Journeyman, Jess Smith- Apprentice, Jack Newell- Apprentice,
Phil Martin- Project Manager
Blackwood Groves Subdivision
• Description: Bozeman, MT: Mix of single family buildings (new construction, gas piping).
• Client: VanDylce Construction, Daniel 406-581-2733
• Lead(s): Joe Micech - Master Plumber, Chad Fraiser- Apprentice, Taustin Hauk-
Apprentice, Phil Martin- Project Manager
DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
EXPERIENCE DETAIL
Prescott Ranch Subdivision
• Description: Belgrade, MT: Mix of single family buildings (new construction, gas piping).
• Client: Bates Homes, Nick 916-517-0612
• Lead(s): Joe Micech - Master Plumber, Mitchell Hennel- Apprentice
Blue Water Homes
• Description: Belgrade, MT: Mix of single and multi-family buildings (new construction,
gas piping).
• Client: Blue Water, Tony 406-209-1744
• Lead(s): Joe Micech - Master Plumber, Jess Smith- Apprentice
Mountain Project
• Description: Bozeman, MT: Commercial remodel (new construction, gas piping).
• Client: Danny Ranieri, Danny 406-209-0324
• Lead(s): Steven Doty - journeyman
RUH Building
• Description: Bozeman, MT: Commercial and multi-family (new construction, gas piping).
• Client: FHG Construction, Dan 406-595-3043
• Lead(s): Michael Campbell- Master Plumber, Rowan Sanders- Apprentice
Bozeman Fish Technology Center
• Description: Bozeman, MT: Commercial (service/remodel).
• Client: Bioseal LLC, Scott 406-223-3423
• Lead(s): Matt Woody and Bryan Benson - journeyman
Springhill Suites
• Description: Bozeman, MT: Commercial (service).
• Client: Innventures, Thomas 503-990-9302
• Lead(s): Michael Campbell- Master journeyman, Mike Cathcart- Journeyman, Matt
Woody- Journeyman
DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
FIRM BACKGROUND
Information About Firm:
• Founded1998
• 61 total employees
• Services: new construction plumbing, HVAC, natural gas. Service plumbing, HVAC,
radiant, and natural gas
• Firms annual volume of business: total projects over last 5 years: 1649
• Financial/bonding: Company has no debt liabilities and can be project bonded when
required
• Firms stability in marketplace:
o We have been in business since 1998 and have never had a project we did not
complete due to Campbells' non-performance.
0 4.9 google star rating
o We have purposely taken a mixed portfolio of work in anticipation of marketplace
flexes in work. Our work is more heavily leaned to large multifamily projects and
service currently(smaller percentage of single family new construction homes)
• Firms strengths:
o Project management and duration commitments
o Training company: we have had the most success in training our plumbing
journeyman from apprentices and retaining them through the organization (LEEN
operations and accurate installs)
• Firms weaknesses:
o While we have numerous employees who have been with the company 20+ years, our
fast growth the past few years has moved our employee demographic to a younger
experienced team. This was intentional and we have enacted training systems to
help new tradesman growth in the sector.
• Special capabilities:
o Procurement- robust and negotiated suppliers
o Project management- dedicated project managers and MBA management.
o Mechanical engineer on staff
DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
FIRM WORKLOAD
We currently have 336 active projects with various durations for 2023-2024. When we bid on
new projects we confirm the scope of the new project can be done in the required duration
and schedule. Currently, our HVAC division has greater availability than our plumbing, but
we bid and take on work for both groups based on the requirements of the project.
For future City of Bozeman contracts we would provide the feedback on our ability to take
on the jobs and scope.
DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
REFEERNCES AND CLAIMS
Claims and Judgements: $0
Contractor Name: Rauser
Address: 3800 Richman Rd, Belgrade, MT 59714
Contact: Arlis
Phone number: 406-580-2199
Email: pabauerle@gmail.com
Contractor Name: ARCO Murray
Address: 113 N May St, Chicago, IL 60607
Contact: David Petrey
E-mail: dpetrey@arcomurray.com
Contractor Name:Rosa Construction
Address:_2264 Jackrabbit Ln Unit B, Bozeman, MT 59718
Contact: John Rosa
Phone number: 406-580-5646
Email:rosaoffice@gmail.com
Contractor Name: Dicic Anderson Construction
Address: 4498 Jackrabbit Ln, Bozeman, MT 59718
Contact: Kirk Scheel
Phone number: 406-459-2713
Emaii:l(scheei@daconstruction.com
Contractor Name: Bates Homes
Address: 805 Halfpipe St, Belgrade, MT 59714
Contact: Nick Bates
Phone number:916-517-0612
Emailnicholas@bateshomes.com
DocuSign Envelope ID:A7EC4D35-9B3F-43C4-BA4E-B61692DEF80C
EQUAL PAY AFFIRMATION
Campbells' affirms that it will abide by City Commission Resolution 5169 and will abide by the Equal
Pay Act of 1963 and Section 39-3-104, MCA, and affirms that Campbells' has visited and ready the State
of Montana Equal Pay for Equal Work "best practices" website.
Campbells' does not and will not discriminate on the basis of race, color, religion, creed, sex, age,
marital status, national origin, or because of actual or perceived sexual orientation, gender identity or
disability and which also recognizes the eventual contract will contain a provision prohibiting
discrimination as described above and that this prohibition on discrimination shall apply to the hiring
and treatment of the submitting entity's employees and to all subcontracts.
Signature: /s/ Philip Marti
Name: Phil Martin, Operations Manger, One of Owners