HomeMy WebLinkAbout14- McKinstry Essention, LLC Energy Performance ContractPERFORMANCE
BOND
929602925
CONTRACTOR:
(Name, legal status and address)
McKlnstry Essention, LLC
5005 3rd Ave. South
Seattle WA 98134
OWNLR:
(Name, legal status and address)
City of Bozeman
PO Box 1230
Bozeman, MT 59771
CONSTRUCTION CONTRACT
Date: /.? //�/J(
Amount: S $494,008.00
Description:
(Name and location) Energy Performance Contract
BOND
Dale: /p/j�/y
(Not earlier that Construction Contract Date)
SURETY:
(Nenne, legal status and principal place of husiness)
Western Surety Company
PO Bax 3018
Bothell, WA 98041-3018
Amount: $ $494,008.00
Modifications to this Bond: None See Section 16
CONTRACTOR AS PRINCIPAL SURETY
Company: (Corporate Seal Company: (Corporate Seal)
McKinstry Essen ' n, L C NVe tern Sure
Signature: ty p Signature: . g
Name and & K TefI%CWN/) 0—F0Title:
and Kuich
Title:
(Any additional signatures appear on the last page of this Performance Bond.) Attorney -in -Fact
(FOR INFORMATION ONLY—Name, address and telephone)
AGENT or BROKER: OWNER'S REPRESENTATIVE:
HUB Northwest, LLC (Architect, Engineer or other party:)
PO Box 3018, Bothell, WA 98041-3018
(425)489-4500
§ 1 The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors and
assigns to the Owner for the performance of the Construction Contract, which is incorporated herein by reference.
§ 2 If the Contractor performs the Construction Contract, the Surety and the Contractor shall have no obligation under this
Bond, except when applicable to participate in a conference as provided in Section 3.
§ 3 If there is no Owner Default under the Construction Contract, the Surety's obligation under this Bond shall arise after
.1 the Owner first provides notice to the Contractor and the Surety that the Owner is considering declaring a
Contractor Default. Such notice shall indicate whether the Owner is requesting a conference among the Owner,
Contractor and Surety to discuss the Contractor's performance. If the Owner does not request a conference, the
Surety may, within five (5) business days after receipt of the Owner's notice, request such a conference. If the
Surety timely requests a conference, the Owner shall attend. Unless the Owner agrees otherwise, any conference
requested under this Section 3. I shall be held within ten (10) business days of the Surety's receipt of the Owner's
The Company executing this bond vouches that this document conforms to American Institute of Architects Document
A312, 2010 edition
notice. If the Owner, the Contractor and the Surety agree, the Contractor shall be allowed a reasonable time to
perform the Construction Contract, but such an agreement shall not waive the Owner's right, if any, subsequently
to declare a Contractor Default;
.2 the Owner declares a Contractor Default, terminates the Construction Contract and notifies the Surety; and
3 the Owner has agreed to pay the Balance of the Contract Price in accordance with the terms of the Construction
Contract to the Surety or to a contractor selected to perform the Construction Contract.
§ 4 Failure on the part of the Owner to comply with the notice requirement in Section 3.1 shall not constitute a failure to comply
with a condition precedent to the Surety's obligations, or release the Surety from its obligations, except to the extent the Surety
demonstrates actual prejudice.
§ 5 When the Owner has satisfied the conditions of Section 3, the Surety shall promptly and at the Surety's expense take one of
the following actions:
§ 5.1 Arrange for the Contractor, with the consent of the Owner, to perforin and complete the Construction Contract;
§ 5.2 Undertake to perform and complete the Construction Contract itself, through its agents or independent contractors;
§ 5.3 Obtain bids or negotiated proposals from qualified contractors acceptable to the Owner for a contract for performance and
completion of the Construction Contract, arrange for a contract to be prepared for execution by the Owner and a contractor
selected with the Owner's concurrence, to be secured with performance and payment bonds executed by a qualified surety
equivalent to the bonds issued on the Construction Contract, and pay to the Owner the amount of damages as described in
Section 7 in excess of the Balance of the Contract Price incurred by the Owner as a result of the Contractor Default; or
§5.4 Waive its right to perform and complete, arrange for completion, or obtain a new contractor and with reasonable
promptness under the circumstances:
.1 After investigation, determine the amount for which it may be liable to the Owner and, as soon as practicable
after the amount is determined, make payment to the Owner; or
.2 Deny liability in whole or in part and notify the Owner, citing the reasons for denial.
§ 6 If the Surety does not proceed as provided in Section 5 with reasonable promptness, the Surety shall be deemed to be in
default on this Bond seven days after receipt of an additional written notice train the Owner to the Surety demanding that the
Surety perform its obligations under this Bond, and the Owner shall be entitled to enforce any remedy available to the Owner. If
the Surety proceeds as provided in Section 5.4, and the Owner refuses the payment or the Surety has denied liability, in whole
or in part, without further notice the Owner shall be entitled to enforce any remedy available to the Owner.
§ 7 If the Surety elects to act under Section 5.1, 5.2 or 5.3, then the responsibilities of the Surety to the Owner shall not be
greater than those of the Contractor under the Construction Contract, and the responsibilities of the Owner to the Surety shall
not be greater than those of the Owner under the Construction Contract. Subject to the commitment by the Owner to pay the
Balance of the Contract Price, the Surety is obligated, without duplication, for
.1 the responsibilities of the Contractor for correction of defective work and completion of the Construction
Contract;
.2 additional legal, design professional and delay costs resulting from the Contractor's Default, and resulting from
the actions or failure to act of the Surety under Section 5; and
.3 liquidated damages, or if no liquidated damages are specified in the Construction Contract, actual damages
caused by delayed performance or non-performance of the Contractor.
§ 8 If the Surety elects to act under Section 5.1, 5.3 or 5.4, the Surety's liability is limited to the amount of this Bond.
§ 9 The Surety shall not be liable to the Owner or others for obligations of the Contractor that are unrelated to the Construction
Contract, and the Balance of the Contract Price shall not be reduced or set off on account of any such unrelated obligations. No
right of action shall accrue on this Bond to any person or entity other than the Owner or its heirs, executors, administrators,
successors and assigns.
§ 10 The Surety hereby waives notice of any change, including changes of lime, to the Construction Contract or to related
subcontracts, purchase orders and other obligations.
§ 11 Any proceeding, legal or equitable, under this Bond may be instituted in any court of competent jurisdiction in the location
in which the work or part of the work is located and shall be instituted within two years after a declaration of Contractor Default
The Company executing this bond vouches that this document conforms to American Institute of Architects Document
A312, 2010 edition 2
or within two years after the Contractor ceased working or within two years after the Surety refuses or fails to perform its
obligations under this Bond, whichever occurs first. If the provisions of this Paragraph are void or prohibited by law, the
minimum period of limitation available to sureties as a defense in thejurisdiction of the suit shall be applicable.
§ 12 Notice to the Surety, the Owner or the Contractor shall be mailed or delivered to the address shown on the page on which
their signature appears.
§13 When this Bond has been furnished to comply with a statutory or other legal requirement in the location where the
construction was to be performed, any provision in this Bond conflicting with said statutory or legal requirement shall be
deemed deleted herefrom and provisions conforming to such statutory or other legal requirement shall be deemed incorporated
herein. When so furnished, the intent is that this Bond shall be construed as a statutory bond and not as a common law bond.
§ 14 Definitions
§ 14.1 Balance of the Contract Price. The total amount payable by the Owner to the Contractor under the Construction Contract
after all proper adjustments have been made, including allowance to the Contractor of any amounts received or to be received
by the Owner in settlement of insurance or other claims for damages to which the Contractor is entitled, reduced by all valid
and proper payments made to or on behalf of the Contractor under the Construction Contract.
§ 14.2 Construction Contract. The agreement between the Owner and Contractor identified on the cover page, including all
Contract Documents and changes made to the agreement and the Contract Documents.
§ 14.3 Contractor Default. Failure of the Contractor, which has not been remedied or waived, to perform or otherwise to comply
with a material term of the Construction Contract.
§ 14.4 Owner Default. Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required under the
Construction Contract or to perform and complete or comply with the other material terms of the Construction Contract.
§ 14.5 Contract Documents. All the documents that comprise the agreement between the Owner and Contractor.
§ 15 If this Bond is issued for an agreement between a Contractor and subcontractor, the term Contractor in this Bond shall be
deemed to be Subcontractor and the term Owner shall be deemed to be Contractor.
§ 16 Modifications to this bond are as follows:
(Space is pro ' ed helowJor additional signatures of added parties, other than
CONTRACTOR AS CIPAL SURETY
Company: orate Senl) Company:
Signature: Signature: _
Name and Title: Name and Title:
Address: Address:
appearing on the cover page.)
Attorney -in -Fact
Seat)
The Company executing this bond vouches that this document conforms to American Institute of Architects Document
A312, 2010 edition 3
PAYMENT
BOND
Bond No: 929602928
CONTRACTOR:
(Name, legal status and address)
McKinstry Emention, LLC
5005 3rd Ave. South
Seattle, WA 98134
OWNER:
(Name, legal status and address)
City of Bozeman
PO Box 1230
Bozeman, bIT 59771
CONSTRUCTION CONTRACT
Date: 1211 //1
Amount: $8494,008.00
Description:
(Name and location) Energy Performance Contract
BOND
Date: 1211111
(Not earlier than Construction Contract Date)
SURETY:
(Name, legal status and principal place of business)
Western Surety Company
PO Box 3018
Bothell, WA 98041-3018
Amount: $ $494,008.00
Modifications to this Bond: None O See Section 18
CONTRACTOR AS PRINCIPAL SURETY
Company: (Corporate Seal) Company: (Corporate Seal)
McKinstry Essen • n, LLC Western Surety Co7
Signature: Signature: _
Name and/, 1� Name and uich
Title: &11 Tepllekyj QT0 Title:
(Any additional signatures appear on the last page of this Payment Bond.) Attorney -in -Fact
(FOR INFORMATION ONLY -- Name, address and telephone)
AGENT or BROKER: OWNER'S REPRESENTATIVE:
(Architect, Engineer or other party:)
HUB Northwest, LLC
PO Box 3018
Bothell, WA 98041-3018
(425)489-4500
§ I The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors and
assigns to the Owner to pay for labor, materials and equipment furnished for use in the performance of the Construction
Contract, which is incorporated herein by reference, subject to the following terms.
§ 2 If the Contractor promptly makes payment of all sums due to Claimants, and defends, indemnifies and holds harmless the
Owner from claims, demands, liens or suits by any person or entity seeking payment for labor, materials or equipment furnished
The Company executing this bond vouches that this document conforms to American Institute of Architects Document A312, 2010
edition I
For use in the performance of the Construction Contract, than the Surety and the Contractor shall have no obligation under this
Bond.
§ 3 If there is no Owner Default under the Construction Contract, the Surety's obligation to the Owner under this Bond shall
arise after the Owner has promptly notified the Contractor and the Surety (at the address described in Section 13) of claims,
demands, liens or suits against the Owner or the Owner's property by any person or entity seeking payment for labor, materials
or equipment furnished for use in the performance of the Construction Contract and tendered defense of such claims, demands,
liens or suits to the Contractor and the Surety.
§ 4 When the Owner has satisfied the conditions in Section 3, the Surety shall promptly and at the Surety's expense defend,
indemnify and hold harmless the Owner against a duly tendered claim, demand, lien or suit.
§ 5 The Surety's obligations to a Claimant under this Bond shall arise after the following:
§ 5.1 Claimants, who do not have a direct contract with the Contractor,
.I have furnished a written notice of non-payment to the Contractor, stating with substantial accuracy the amount claimed
and the name of the party to whom the materials were, or equipment was, furnished or supplied or for whom the labor was done
or performed, within ninety (90) days after having last performed labor or last furnished materials or equipment included in the
Claim; and
.2 have sent a Claim to the Surety (at the address described in Section 13).
§ 5.2 Claimants, who are employed by or have a direct contract with the Contractor, have sent a Claim to the Surety (at the
address described in Section 13).
§ 6 If a notice of non-payment required by Section 5.1.1 is given by the Owner to the Contractor, that is sufficient to satisfy a
Claimant's obligation to furnish a written notice of non-payment under Section 5.1.1.
§ 7 When a Claimant has satisfied the conditions of Sections 5.1 or 5.2, whichever is applicable, the Surety shall promptly and
at the Surety's expense take the following actions:
§ 7.1 Send an answer to the Claimant, with a copy to the Owner, within sixty (60) days after receipt of the Claim, stating the
amounts that are undisputed and the basis for challenging any amounts that are disputed; and
§ 7.2 Pay or arrange for payment of any undisputed amounts
§ 7.3 The Surety's failure to discharge its obligations under Section 7.1 or Section 7.2 shall not be deemed to constitute a
waiver of defenses the Surety or Contractor may have or acquire as to a Claim, except as to undisputed amounts for which the
Surety and Claimant have reached agreement. If, however, the Surety fails to discharge its obligations under Section 7.1 or
Section 7.2, the Surety shall indemnify the Claimant for the reasonable attorney's fees the Claimant incurs thereafter to recover
any sums found to be due and owing to the Claimant.
§ 8 The Surety's total obligation shall not exceed the amount of this Bond, plus the amount of reasonable attorney's fees
provided under Section 7.3, and the amount of this Bond shall be credited for any payments made in good faith by the Surety.
§ 9 Amounts owed by the Owner to the Contractor under the Construction Contract shall be used for the performance of the
Construction Contract and to satisfy claims, if any, under any construction performance bond. By the Contractor furnishing and
the Owner accepting this Bond, they agree that all funds earned by the Contractor in the performance of the Construction
Conuact are dedicated to satisfy obligations of the Contractor and Surety under this Bond, subject to the Owner's priority to use
the funds for the completion of the work.
§ 10 The Surety shall not be liable to the Owner. Claimants or others for obligations of the Contractor that are unrelated to the
Construction Contract, The Owner shall not be liable for the payment of any costs or expenses of any Claimant under this Bond,
and shall have under this Bond no obligation to make payments to, or give notice on behalf of, Claimants or otherwise have any
obligations to Claimants under this Bond.
§ I 1 The Surety hereby waives notice of any change, including changes of time, to the Construction Contract or to related
subcontracts, purchase orders and other obligations.
The Company executing this bond vouches that this document conforms to American Institute of Architects Document A312, 2010
edition 2
§ 12 No suitor action shall be commenced by a Claimant under this Bond other than in a court of competent jurisdiction in the
state in which the project that is the subject of the Construction Contract is located or after the expiration of one year from the
date (1) on which the Claimant sent a Claim to the Surety pursuant to Section 5.1.2 or 5.2, or (2) on which the fast labor or
service was performed by anyone or the last materials or equipment were furnished by anyone under the Construction Contract,
whichever of (1) or (2) first occurs. If the provisions of this Paragraph are void or prohibited by law, the minimum period of
limitation available to sureties as a defense in the jurisdiction of the suit shall be applicable.
§ 13 Notice and Claims to the Surety, the Owner or the Contractor shall be mailed or delivered to the address shown on the
page on which their signature appears. Actual receipt of notice or Claims, however accomplished, shall be sufficient compliance
as of the date received.
§ 14 When this Bond has been furnished to comply with a statutory or other legal requirement in the location where the
construction was to be performed, any provision in this Bond conflicting with said statutory or legal requirement shall be
deemed deleted herefrom and provisions conforming to such statutory or other legal requirement shall be deemed incorporated
herein. When so furnished, the intent is that this Bond shall be construed as a statutory bond and not as a common law bond.
§ 15 Upon request by any person or entity appearing to be a potential beneficiary of this Bond, the Contractor and Owner shall
promptly furnish a copy of this Bond or shall permit a copy to be made.
§ 16 Definitions
§ 16.1 Claim. A written statement by the Claimant including at a minimum:
.I the name of the Claimant;
.2 the name of the person for whom the labor was done, or materials or equipment furnished;
.3 a copy of the agreement or purchase order pursuant to which labor, materials or equipment was furnished for use in the
performance of the Construction Contract;
.4 a brief description of the labor, materials or equipment furnished;
.5 the date on which the Claimant last performed labor or last furnished materials or equipment for use in the
performance of the Construction Contract;
.6 the total amount earned by the Claimant for labor, materials or equipment furnished as of the date of the Claim;
.7 the total amount of previous payments received by the Claimant; and
.8 the total amount due and unpaid to the Claimant for labor, materials or equipment furnished as of the date of the
Claim.
§ 16.2 Claimant. An individual or entity having a direct contract with the Contractor or with a subcontractor of the Contractor
to furnish labor, materials or equipment for use in the performance of the Construction Contract. The term Claimant also
includes any individual or entity that has rightfully asserted a claim under an applicable mechanic's lien or similar statute
against the real property upon which the Project is located. The intent of this Bond shall be to include without limitation in the
terns "labor, materials or equipment" that part of water, gas, power, light, heat, oil, gasoline, telephone service or rental
equipment used in the Construction Contract, architectural and engineering services required for performance of the work of the
Contractor and the Contractor's subcontractors, and all other items for which a mechanic's lien may be asserted in the
jurisdiction where the labor, materials or equipment were furnished.
§ 16.3 Construction Contract. The agreement between the Owner and Contractor identified on the cover page, including all
Contract Documents and all changes made to the agreement and the Contract Documents.
§ 16.4 Owner Default. Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required under
the Construction Contract or to perform and complete or comply with the other material terms of the Construction Contract.
§ 16.5 Contract Documents. All the documents that comprise the agreement between the Owner and Contractor.
§ 17 If this Bond is issued for air agreement between a Contractor and subcontractor, the term Contractor in this Bond shall be
deemed to be Subcontractor and the term Owner shall be deemed to be Contractor.
§ 18 Modifications to this bond are as follows:
(Space is provided below for additional signatures of added parties, other than those appearing on the cover page.)
CONTRACTOR AS PRINCIPAL SURETY
The Company executing this bond vouches that this document conforms to American Institute of Architects Document A312, 2010
edition 3
Company: (Corporate Seal)
Signature:
Name and Title:
Address:
Company: (Corporate Seal)
Signature:
Name and Title:
Address: Attorney -in -Fact
The Company executing this bond vouches thatthis document conforms to American Institute of Architects Document A312, 2010
edition 4
Western Surety Company
POWER OF ATTORNEY APPOINTING INDIVIDUAL ATTORNEY-IN-FACT
Know All Men By These Presents, That WESTERN SURETY COMPANY, a South Dakota corporation, is a duly organized and existing corporation
having its principal office in the City of Sioux Falls, and State of South Dakota, and that it does by virtue of the signature and seal herein affixed hereby
make, constitute and appoint
Steve Wagner, Michael A Murphy, Darlene Jakielski, Julie M Glover, S M Scott, Theresa A
Lamb, Jim W Doyle, Andy D Prill, Jim S Kuich, Chad M Epple, Individually
of Bothell, WA, its true and lawful Attomey(s)-in-Fact with full power and authority hereby conferred to sign, seal and execute for and on its behalf bonds,
undertakings and other obligatory instruments of similar nature
- In Unlimited Amounts -
and to bind it thereby as fully and to the same extent as if such instruments were signed by a duly authorized officer of the corporation and all the acts of said
Attorney, pursuant to the authority hereby given, are hereby ratified and confirmed.
This Power of Attorney is made and executed pursuant to and by authority of the By -Caw printed on the reverse hereof, duly adopted, as indicated, by
the shareholders of the corporation.
In Witness Whereof, WESTERN SURETY COMPANY has caused these presents to be signed by its Vice President and its corporate seal to be
hereto affixed on this 14th day of July, 2014.
WESTERN SURETY COMPANY
ilk, Q�'Y�till\<
4 n o
'aul T. Brufia[, Vice President
State of South Dakota l
)J
County of Minnehaha ss
On this 14th day of July, 2014, before me personally came Paul T. Bruflat, to me known, who, being by me duly swom, did depose and say: that he
resides in the City of Sioux Falls, State of South Dakota; that he is the Vice President of WESTERN SURETY COMPANY described in and which executed
the above instrument; that he knows the seal of said corporation; that the seal affixed to the said instrument is such corporate seal; that it was so affixed
pursuant to authority given by the Board of Directors of said corporation and that he signed his name thereto pursuant to like authority, and acknowledges
same to be the act and deed of said corporation.
My commission expires �`^"""'""""^"""""""'
J. MOHR
NOTARY PUBLIC ^
June 23, 2015 a°L SOOTX oAKOfA s U
WMM1Y4M�,hh41\MM,4Kht• JJJ{.......,,,,�������//// 1111
J. Mohr, Notary Public
CERTIFICATE
1, L. Nelson, Assistant Secretary of WESTERN SURETY COMPANY do hereby certify that the Power of Attorney hereinabove set forth is still in
force, and further certify that the By -Law of the corporation printed on the reverse hereof is sti//ll in force. In testimony whereof I have hereunto subscribed
my name and affixed the seal of the said corporation this day of Df[f mil er Zd
s"=r`
�WESTERN SURETY COMPANY
'W4 pap4i^��n
`�T( �
z VI _
L. Nelson, Assistant Secretary
Form F4280-7-2012