DESIGN CONSULTANT RFQ
Roofing Replacement

INSTRUCTIONS:

Design consultants wishing to submit for consideration should follow the guidelines established herein.  A statement of Qualifications along with supporting documentation should be submitted to Mr. Cecil Outlaw at Lenoir County Public Schools, 2017 W. Vernon Ave., Kinston, NC 28501 or coutlaw@lenoir.k12.nc.us  by ___5_ p.m. on October __28__, 2022. Statements of Qualifications received after this time will not be considered.

1. Project
Lenoir County Public Schools is requesting professional design consultant services to provide full service for the design and construction administration of roofing replacement projects throughout the district.

2. Professional services Required
Design consultants will provide turnkey design and construction administration for the roofing replacement projects throughout the district.

3. Schedule
Submit qualifications by __5:00_____ p.m. on October _28__, 2022.  The official selection of the design consultant and approval will be determined following the receipt of proposals.

4. Selection Criteria & Format of Proposal
The criteria in the Statement of Qualifications form will be used.  If a paper response is submitted, please provide two paper copies (2) of your submittal.

5. Insurance
The selected design firm must carry a minimum of $1,000,000 of professional liability insurance.

Statement of Qualifications

The following criteria will be used to select firms.  The relative importance of the criteria is noted beside each item.  Please address the following in your submission:

1.    Expertise and past performance on roofing replacement projects for K-12 schools, including addressing planning ability and promptness, specification writing experience, timely completion of jobs within established budgets, and history of inspections/follow-through on jobs (40%).
2.    Provide examples of prior completed roofing replacement projects for K-12 schools in the last five years (20%).
3.    Provide information regarding your relationships with roofing contractors and designers (10%)
4.    Provide your staffing and proposed design team for the roofing replacement projects (15%).
5.    Provide your familiarity with public construction projects in Lenoir County (15%).

Note:  If you are considered a “nonresident firm,” you must disclose and describe in your submission any construction contract preferences granted by your firm’s home state.

I certify that the preceding and referenced information is accurate to the best of my knowledge and belief.

    _________________________________________
                                                Name and Date

    _________________________________________
                                                         Title

DESIGN CONSULTANT RFQ

INSTRUCTIONS:
Design consultants wishing to submit for consideration should follow the
guidelines established herein. A statement of Qualifications along with
supporting documentation should be submitted to Mr. Cecil Outlaw at Lenoir
County Public Schools, 500 Abbott St., Kinston, NC 28501 or
coutlaw@lenoir.k12.nc.us by __5:00__ p.m. on October __21__, 2022.
Statements of Qualifications received after this time will not be considered.

1. Project
Lenoir County Public Schools is requesting professional design consultant
services to provide full service for the design and construction administration of HVAC controls replacement projects throughout the district.

2. Professional services Required
Design consultants will provide turnkey design and construction
administration for the HVAC controls replacement projects throughout the
district.

3. Schedule
Submit qualifications by ____5:00___ p.m. on October _21__, 2022. The official selection of the design consultant and approval will be determined following the receipt of proposals.

4. Selection Criteria & Format of Proposal
The criteria in the Statement of Qualifications form will be used. If a paper
response is submitted, please provide two paper copies (2) of your submittal.

5. Insurance
The selected design firm must carry a minimum of $1,000,000 of
professional liability insurance.

REQUEST FOR QUALIFICATIONS DESIGN CONSULTANT SERVICES
Statement of Qualifications

The following criteria will be used to select firms. The relative importance of the criteria is noted beside each item. Please address the following in your submission:
1. Expertise and past performance on HVAC controls replacement projects for K-12 schools, including addressing planning ability and promptness, specification writing experience, timely completion of jobs within established budgets, and history of inspections/follow-through on jobs (40%).
2. Provide examples of prior completed HVAC controls replacement projects for K-12 schools in the last five years (20%).
3. Provide information regarding your knowledge of the various manufacturers of HVAC controls (10%)
4. Provide your staffing and proposed design team for the HVAC controls replacement projects (15%).
5. Provide your familiarity with public construction projects in Lenoir County (15%).
Note: If you are considered a “nonresident firm,” you must disclose and describe in your submission any construction contract preferences granted by your firm’s home state.
I certify that the preceding and referenced information is accurate to the best of my knowledge and belief.

_________________________________________
Name and Date

_________________________________________

Title

RFQ – Lenoir County Schools HVAC Controls Upgrades – Scope of Work – (mandatory site visit)

Replace existing TAC/Niagara R2 and ACT (Applied Computer Technologies) DDC Building Management Systems as noted in scope of work for a complete and functional system.

Pre-Bid Conference and site visit: Scheduled for September 7th, 2022, at 10:00 AM. Meet at Lenoir County Public Schools Maintenance Office, 500 Abbott Street, Kinston NC 28504. Inspection of the site(s) shall be scheduled immediately after the Pre-Bid Conference.  Complete site visit is mandatory.

Contractor Qualifications and Scope of Work:

1.    Sealed bids from licensed contractors will be received by Lenoir County Public Schools, Kinston, North Carolina on September 14th, 2022 for furnishing of labor, material, and equipment for the Lenoir County Public Schools HVAC Controls Upgrade Project, 500 Abbott Street, Kinston, NC 28504. Bids will be received up to 2:00 PM from Single Prime bidders at which time and place all bids will be publicly opened and read aloud. Deliver bids to the Lenoir County Public Schools Maintenance Office located at 500 Abbott Street, Kinston, NC 28504.
2.    Mandatory site visit is scheduled for September 7th, 2022, at 10:00am.  Must be present at scheduled pre-bid proposal conference and site visit to submit a bid.
3.    Each proposal shall be accompanied by a statement of qualifications that demonstrates experience in at least three (3) projects of similar scope within the past ten (10) years with references.  Project references must be of similar scope and size to be applicable.
4.    No bid may be withdrawn after the scheduled closing time for the receipt of bids for a period of sixty (60) days.
5.    Bid security required is 5% of the bid in cash, certified check, or Bid Bond.
6.    Performance and Payment Bonds for 100% of the contract amount will be required.
7.    Total bid amount of this project must not exceed 30% of contractor’s full bonding capacity.
8.    Lenoir County Public Schools reserves the right to reject any and all bids and to waive informalities or irregularities.
9.    The Bidders, whether residents or nonresidents in North Carolina must be able to show documented evidence of the following:
     a.    Contractor’s license in good standing with the North Carolina   General Contractor’s Licensure Board (or NC State Board of Examiners for Plumbing, Mechanical, Electrical, and / or Fire Protection only projects) with the appropriate level of limitations and classifications.
10.    The Owner will consider, in determining the qualifications of a Bidder, their record in the performance of any contracts for construction work into which they may have entered with the Owner or with similar public or private bodies or corporations. The Owner expressly reserves the right to reject the bid of any Bidder if such record discloses that such Bidder, in the opinion of the Owner, has not properly performed such contracts or has habitually and without just cause neglected the payment of bills, or has otherwise disregarded his obligations, Subcontractors, material men,
suppliers or employees.
11.    The Owner may make such investigation as they deem necessary to determine the ability of the Bidder to perform the work, and the Bidder shall furnish to the Owner all such information and data for this purpose as they may request. The Owner reserves the right to reject any bid if the evidence submitted by, or investigation of
such Bidder, fails to satisfy the Owner that such Bidder is a responsive and responsible Bidder in accordance with the criteria set forth herein.  Conditional bids will not be accepted.
12.    All applicable Federal, State and Local Taxes shall be included in the Bidder's proposal.
13.    Bidder’s limits for commercial general liability, auto, workers compensation, excessive/umbrella insurance coverage should be $5M for each.

14.    Upon execution of this Agreement and thirty (30) days prior to the expiration of the required insurance, Contractor / Supplier / Service Provider must provide evidence of insurance. 
Certificate must: 
Be on an ACORD form 
Evidence required insurance coverages & limits 
Notice of cancellation shall be in accordance with policy provisions      Must be signed by an authorized representative of Contractor’s insurance company 
Confirm insurance companies are rated A-VII or better by A.M. Best Company 

15.    Prior to Contract award or within seven days of the Owner's request to do so, the successful Bidder shall be prepared to demonstrate that his present organization, direct labor force and prior work experience is of adequate size and development to maintain responsible control of the project and to schedule, coordinate and
perform the work in an expeditious manner and in accordance with the Contract Documents.
16.    Project shall be completed in 18 months from Notice To Proceed by Lenoir County Public Schools.
17.    The Contractor shall furnish and install a complete building automation system including all necessary hardware and all operating and applications software necessary to perform the control sequences of operation as called for in this document or to achieve existing sequences as identified by LCS.   All components of the system –servers, application controllers, unitary controllers, etc. shall communicate using the BACnet protocol, as defined by ASHRAE Standard 135-2007, or EIA standard 709.1, the LonTalk™ protocol, or Modbus protocol. No gateways shall be used for communication to controllers for this project. 
18.    Except as otherwise noted, the control system shall consist of all necessary Ethernet Network Controllers, Standalone Digital Control Units, enterprise server, software, sensors, transducers, relays, valves, dampers, damper operators, control panels, and other accessory equipment, for a complete and operable system. Existing input/output wiring can be reused if compatible with new system being installed.  All communications wiring must be installed as new wiring (ethernet or MSTP/shielded).
19.    The BAS contractor shall review and study all existing control drawings (as provided by owner) and the entire scope of work to familiarize themselves with the contract scope.
20.    All wiring and installation of control devices associated with the equipment listed below shall be provided under this Contract.  Existing input/output wiring can be reused if compatible with new system and is in good condition.  When the BAS system is fully installed and operational, the BAS Contractor and representatives of the Owner will review and check out the system.  At that time, the BAS contractor shall demonstrate the operation of the system and prove that it complies with the intent of the scope of work and existing sequences.
21.    All work performed as a part of this project will comply with all governing codes, laws and governing bodies.  The Contractor shall obtain and pay for all necessary construction permits and licenses.
22.    Provide complete controls shop drawing submittal information to include complete controller input/output connected points, wiring diagrams for all devices, network communications riser, and data sheets for all devices and equipment being provided.  Each school site must have its own set of shop drawing submittal diagrams.
23.    Provide Project Manager whose only project responsibility is to coordinate the installation and communicate with Lenoir County Schools on project scheduling of contractor’s employees and access to buildings.  Minimal downtime of equipment will be allowed during occupied hours.  Project Manager cannot be a working technician, electrician/installer, or programmer/graphic technician.  Attendance at bi-weekly (at minimum) project meetings by Project Manager will be required.
24.    Controls contractor must include all coordination, programming, graphics, startup of equipment, and field checkout.
25.    Provide one-year warranty on all new installed control equipment
26.    Controls and interlock wiring per electrical code.  Plenum rated cable to be installed above lay-in ceilings and strapped/supported appropriately.  All wiring located in mechanical rooms and areas with exposed ceilings shall be installed wiring in conduit.  Existing conduit can be reused if it is in good condition.  
27.    Each separate building will have a network controller(s) installed with Lenoir Schools LAN connection.  Contractor to install CAT 6 wiring back to telecom room for each connection.  LCS to connect and assign/configure IP addresses.
28.    In accordance to the scope of work, the system shall also provide a graphical, web-based, operator interface that allows for instant access to any system through a standard browser. The contractor must provide a BAS server (appropriately sized), and microcomputer controllers of modular design providing distributed processing capability, and allowing future expansion of both input/output points and processing/control functions.
29.    Ethernet-based Network Router and/or Network Server Controller(s):  The BAS Contractor shall furnish Ethernet-based Network Server Controllers as described. These controllers will connect directly to the BAS server over Ethernet at a minimum of 100mbps, and provide communication to the Standalone Digital Control Units and/or other Input/Output Modules. Network Server Controllers shall conform to BACnet device profile B-BC. Network controllers that utilize RS232 serial communications or ARCNET to communicate with the workstations will not be accepted.
30.    Network Controllers shall be tested and certified by the BACnet Testing Laboratory (BTL) as Network Server Controllers (B-BC). 
31.    Standalone Digital Control Units (SDCUs):  Provide the necessary quantity and types of SDCUs to meet the requirements of the project for mechanical equipment control including air handlers, central plant control, and terminal unit control, and as identified in existing control drawings provided by LCS.  Each SDCU shall have the capability to operate completely standalone, containing all of the I/O and programs to control its associated equipment. BACnet SDCUs shall be tested and certified by the BACnet Testing Laboratory (BTL). SDCUs shall communicate with the building Network Server Controller over ethernet (TCP/IP) wiring.  MSTP (shielded RS485 wiring) communications between SDCUs shall not be allowed except in unique circumstances where equipment type and location deems it permissible as determined by the owner.
32.    All work described in this document shall be installed, wired, and circuit tested by factory certified technicians qualified for this work and in the regular employment of the approved manufacturer's local field office. The approved manufacturer's local field office shall have a minimum of 15 years of installation experience with the manufacturer and shall provide documentation in the bid and submittal package verifying longevity of the installing company's relationship with the manufacturer when requested.  Supervision, hardware and software engineering, and checkout of the system shall be by the employees of the approved manufacturer's local field office and shall not be subcontracted.  The control contractor shall have an in place support facility within 100 miles of the Lenoir County Schools Maintenance Department with factory certified technicians and engineers, spare parts inventory and all necessary test and diagnostic equipment for the installed system, and the control contractor shall have 24 hours/day, 7 days/week emergency service available.
33.    Provide BAS components and ancillary equipment, which are UL-916 listed and labeled. 
34.    All equipment or piping used in conditioned air streams, spaces or return air plenums shall comply with NFPA 90A Flame/Smoke/Fuel contribution rating of 25/50/0 and all applicable building codes or requirements. 
35.    All wiring shall conform to the National Electrical Code. 
36.    Comply with FCC rules, Part 15 regarding Class A radiation for computing devices and low power communication equipment operating in commercial environments. 
37.    All shop drawings shall be prepared in Visio Professional or AutoCAD software.  In addition to the drawings, the Contractor shall furnish a CD containing the identical information. 
38.    Shop drawings shall include a riser diagram depicting locations of all controllers and workstations, with associated network wiring.  Also included shall be individual schematics of each mechanical system showing all connected points with reference to their associated controller. Typicals will be allowed where appropriate. 
39.    Submittal data shall contain manufacturer's data on all hardware and software products required by the specification.  
40.    Submittals shall contain narrative descriptions of sequences of operation.  Diagrams shall be on 11” by 17” foldouts.
41.    Submit five (5) electronic copies and (2) hardcopies of submittal data and shop drawings to the Engineer for review prior to ordering or fabrication of the equipment.  The Contractor, prior to submitting, shall check all documents for accuracy. 
42.    The following is a list of post construction submittals that shall be updated to reflect any changes during construction and re-submitted as “As-Built”.
     a.    System architecture drawing.
     b.    Layout drawing for each control panel
     c.    Wiring diagram for individual components
     d.    System flow diagram for each controlled system
     e.    Instrumentation list for each controlled system
     f.    Sequence of control
     g.    Operation and Maintenance Manuals
43.    Information common to the entire system shall be provided.  This shall include but not be limited to the following.
     a.    Product manuals for the key software tasks.
     b.    Operating the system.
     c.    Administrating the system.
     d.    Engineering the operator workstation.
     e.    Application programming.
     f.    Engineering the network.
     g.    Setting up the web server.
     h.    Report creation.
     i.    Graphics creation.
     j.    All other engineering tasks.
     k.    System Architecture Diagram.
     l.    Reference the product manual that includes instructions on executing the task.
     m.    Names, addresses, and telephone numbers of installing contractors and service representatives for equipment and control systems.
     n.    Licenses, guarantees, and warranty documents for equipment and systems.
     o.    Submit one copy for each building, plus two extra copies.
44.    Information common to the systems in a single building shall be provided.
     a.    System architecture diagram for components within the building annotated with specific location information.
     b.    As-built drawing for each control panel.
     c.    As-built wiring design diagram for all components.
     d.    Installation design details for each I/O device.
     e.    As-built system flow diagram for each system.
     f.    Sequence of control for each system.
     g.    Product data sheet for each component.
     h.    Installation data sheet for each component.
     i.    Submit two copies for each building and two extra copies.
45.     Software shall be provided:
     a.    Submit a copy of all software installed on the network controllers and server.
     b.    Submit all licensing information for all software installed on the servers.
     c.    Submit a copy of all software used to execute the project even if the software was not installed on the servers.  
     d.    Submit all licensing information for all of the software used to execute the project.  
     e.    All software revisions shall be as installed at the time of the system acceptance.
     f.    Firmware Files
     g.    Submit a copy of all firmware files that were downloaded to or pre-installed on any devices installed as part of this project.  
     h.    This does not apply to firmware that is permanently burned on a chip at the factory and can only be replaced by replacing the chip.
     i.    Submit a copy of all application files that were created during the execution of the project.  
     j.    Submit a copy of all graphic page files created during the execution of the project.  
46.    The Owner shall retain licenses to software for this project.
47.    The BAS Contractor shall provide a technician a minimum of 64 hours as required to verify with owner the sequences of operation and system operation.
48.    Startup Testing shall be performed for each task on the startup test checklist, which shall be initialed by the technician and dated upon test completion.  Any deviations from the submitted installation plan shall also be recorded.  Required elements of the startup testing include:
     a.    Measurement of voltage sources, primary and secondary 
     b.    Verification of proper controller power wiring.
     c.    Verification of component inventory when compared to the submittals.
     d.    Verification of labeling on components and wiring.
     e.    Verification of connection integrity and quality (loose strands and tight connections).
     f.    Verification of bus topology, grounding of shields and installation of termination devices.
     g.    Verification of point checkout.
     h.    Each I/O device is landed per the submittals and functions per the sequence of control.
     i.    Analog sensors are properly scaled and a value is reported
     j.    Binary sensors have the correct normal position and the state is correctly reported.
     k.    Analog outputs have the correct normal position and move full stroke when so commanded.
     l.    Binary outputs have the correct normal state and respond appropriately to energize/de-energize commands.
     m.    Documentation of analog sensor calibration (measured value, reported value and calculated offset).
     n.    Documentation of Loop tuning (sample rate, gain and integral time constant).
49.    All components, system software, and parts furnished and installed by the BMS contractor shall be guaranteed against defects in materials and workmanship for 1 year of substantial completion.  Labor to repair, reprogram, or replace these components shall be furnished by the BMS contractor at no charge during normal working hours during the warranty period. Materials furnished but not installed by the BMS contractor shall be covered to the extent of the product only. Installation labor shall be the responsibility of the trade contractor performing the installation. All corrective software modifications made during warranty periods shall be updated on all user documentation and on user and manufacturer archived software disks.  The Contractor shall respond to the owner's request for warranty service within 24 standard working hours.
50.    The BAS Contractor shall provide on-site training to the Owner’s representative and maintenance personnel per the following description:
     a.    On-site training shall consist of a minimum of (2) hours per site of hands-on instruction geared at the operation and maintenance of the systems.  The curriculum shall include
     b.    System Overview
     c.    System Software and Operation
     d.    System access
     e.    Software features overview
     f.    Changing setpoints and other attributes
     g.    Scheduling
     h.    Editing programmed variables
     i.    Displaying color graphics
     j.    Running reports
     k.    Viewing application programming
     l.    Operational sequences including start-up, shutdown
     m.    Equipment maintenance.
51.    Acceptable manufacturers/products (must be a corporate Branch office of the product being installed and NOT an independent reseller for products/manufacturer listed:
     a.    Schneider Electric Buildings Local Branch - EcoStruxure
     b.    Siemens local branch office 
     c.    Automated Logic local branch office

52.    The Building Automation System (BAS) shall consist of Network Server/Controllers (NSCs), a family of Standalone Digital Control Units (SDCUs), and Enterprise Network Server. The BAS shall provide control, alarm detection, scheduling, reporting and information management for the entire facility, and Wide Area Network (WAN) if applicable. 
53.    An Enterprise Level BAS shall consist of an Enterprise Server, which enables multiple NSCs (including all graphics, alarms, schedules, trends, programming, and configuration) to be accessible from a single Workstation simultaneously for operations and engineering tasks. 
54.    The Enterprise Level BAS shall be able to host up to 250 servers, or NSCs, beneath it. 
55.    The fieldbus layer shall support all the following types of SDCUs:
     a.    BACnet IP SDCU requirements:  The system shall consist of one or more BACnet IP field buses managed by the Network Server Controller.  Minimum speed of not less than 100Mbps.  The field bus controllers shall support daisy chain topology of up to 50 controllers.  The field bus controllers shall also support, where applicable, RSTP loop whereby up to 39 controllers are supported.  These devices shall support a BACnet protocol stack in accordance with the ANSI/ASHRAE Standard 135-2008 and the BACnet Device Profile supported.
     b.    BACnet MS/TP SDCU requirements: The system shall consist of one or more BACnet MS/TP field buses managed by the Network Server Controller. Minimum speed shall be 76.8kbps. The field bus layer consists of an RS485, token passing bus that supports up to 127 Standalone Digital Control Units (SDCUs) for operation of HVAC and lighting equipment. These devices shall conform to BACnet standard 135-2007.  The NSCs shall be capable of at least two BACnet MS/TP field buses for a total capability of 254 SDCUs per NSC.  Bacnet MS/TP SDCUs only allowed in unique circumstances where equipment type and location deems it permissible as determined by the owner.
56.    The Enterprise Server shall consist of the following:
     a.    Processor
            Minimum: Intel Core i5 @ 2.0 GHz or equivalent
            Recommended: Intel Core i5 @ 3.0 GHz or better
     b.    Memory
     c.    Minimum: 4GB
     d.    Recommended: 8GB or higher
     e.    Operating systems:
     f.    Microsoft Windows 7 64-bit
     g.    Microsoft Windows 10 64-bit 
     h.    Microsoft Windows Server 2012 R2 64-bit 
     i.    Microsoft Windows Server 2016
     j.    Microsoft Windows Server 2019  
     k.    10/100MBPS Ethernet NIC 
     l.    Storage - Minimum: 1TB
     m.    Solid State Drive recommended
     n.    Required additional software - Microsoft .Net 4.7.2 and later
     o.    Microsoft .Net 4.7.2 and later
     p.    License agreement for all applicable software
     q.    External log storage option
     r.    PostgreSQL 11.0 and later
     s.    TimescaleDB 1.2 and later
57.    The software shall be designed so that each user of the software can have a unique username and password. This username/password combination shall be linked to a set of capabilities within the software, set by and editable only by, a system administrator. The sets of capabilities shall range from View only, Acknowledge alarms, Enable/disable and change values, Program, and Administer. The system shall allow the above capabilities to be applied independently to each and every class of object in the system. The system must allow a minimum of 256 users to be configured per workstation. Additionally, the software shall enable the ability to add/remove users based upon Microsoft Windows Security Domains that enable the customer IT department to assist in user access.
58.     Scheduling 
     a.    From the workstation (provided by owner) or webstation (provided by owner), it shall be possible to configure and download schedules for any of the controllers on the network.  
     b.    Time of day schedules shall be in a calendar style and viewable in both a graphical and tabular view.
     c.    Schedules shall be programmable for a minimum of one year in advance.
     d.    To change the schedule for a particular day, a user shall simply select the day and make the desired modifications.
     e.    Additionally, from the operator webstations(provided by owner), each schedule will appear on the screen viewable as the entire year, monthly, week and day. A simple mouse click shall allow switching between views. It shall also be possible to scroll from one month to the next and view or alter any of the schedule times. 
     f.    Schedules will be assigned to specific controllers and stored in their local RAM memory.  Any changes made at the workstation(provided by owner)  will be automatically updated to the corresponding schedule in the controller.
     g.    It shall be possible to assign a lead schedule such that shadow/local schedules are updated based upon changes in the Lead.
     h.    It shall be possible to assign a list(s) of exception event days, dates, date ranges to a schedule.
     i.    It shall be possible to view combined views showing the calendar and all prioritized exemptions on one screen.
     j.    It should accommodate a minimum of 16 priority levels.
     k.    Values should be able to be controlled directly from a schedule, without the need for special program logic.
59.    Day-to-day operation of the system shall be accessible through a standard web browser interface, allowing technicians and operators to view any part of the system from anywhere on the network. 
60.    The system shall be able to be accessed on site via a mobile device environment with, at a minimum, access to overwrite and view system values. 
61.    History Logging: 
     a.    Each NSC controller shall be capable of LOCALLY logging any input, output, calculated value or other system variable either over user defined time intervals ranging from 1 second to 1440 minutes or based upon a user configurable change of value.  A minimum of 1000 logs, with a minimum of 100,000 records, shall be stored.  Each log can record either the instantaneous, average, minimum or maximum value of the point.  Logged data shall be downloadable to a higher level NSC long term archiving based upon user-defined time intervals, or manual command.
     b.    For extended trend logging a minimum of 1500 trends shall be capable, with a minimum number of 600,000 records within.
     c.    Management of a power meter replacement to ensure meter log data is accurate shall be possible in the NSC.
     d.    Every hardware input and output point, hosted within the NSC and attached I/O modules, shall be trended automatically without the requirement for manual creation, and each of these logs shall log values based upon a change of value and store at least 500 trend samples before replacing the oldest sample with new data.
     e.    The presentation of logged data shall be built into the server capabilities of the NSC Presentation can be in time stamped list formats or in a chart format with fully configurable pen colors, weights, scales and time spans.
62.    Identify all control wires with labeling tape or sleeves using words, letters, or numbers that can be exactly cross-referenced with as-built drawings.
63.    Switch-over from the existing control system to the new system will be fully coordinated with the Owner.  A representative of the Owner will be on site during switch-over.  After normal school hours work will possibly be required to minimize class disturbance and equipment downtime.  Coordinate with owner.
64.    The Contractor shall minimize control system downtime during switch-over.  Sufficient installation mechanics will be on site so that the entire switch-over can be accomplished in a reasonable time frame.
65.    Each I/O device (both field mounted as well as those located in FIPs) shall be inspected and verified for proper installation and functionality.  A checkout sheet itemizing each device shall be filled out, dated and approved by the Project Manager for submission to the owner or owner’s representative.
66.    All application software will be verified and compared against the sequences of operation.  
67.    Control loops will be exercised by inducing a setpoint shift of at least 10% and observing whether the system successfully returns the process variable to setpoint.
68.    Test alarms in the system and validate that the system generates the appropriate alarm message, that the message appears at all prescribed destinations (workstations or printers), and that any other related actions occur as defined (i.e. graphic panels are invoked, reports are generated, etc.).
69.    Perform an operational test of each unique graphic display and report to verify that the item exists, that the appearance and content are correct, and that any special features work as intended.  
70.    Perform an operational test of each third party interface that has been included as part of the automation system.  Verify that all points are properly polled, that alarms have been configured, and that any associated graphics and reports have been completed.  If the interface involves a file transfer over Ethernet, test any logic that controls the transmission of the file, and verify the content of the specified information.

Server & Licensing

     Enterprise system licensing and setup
     All required computer hardware (provided by contractor) for new BAS system to be located at LCS Facilities office
     Provide rack/assembly and rack mount server; to be located at LCS Facilities office.  Server to be sized appropriately and specs identified above for a fully functional system.
     Labor to setup trends for applicable input/output points shall be included.
     Global trend configuration

Banks Elementary School Upgrade – specific scope

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 3), sensors and control devices as replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement
     Furnish and install Bacnet IP DDC panels with factory mounted controller in same location as ACT boards
     Replace existing ACT room temperature sensors, outside air temp, well temperature sensors and relays; wire to BAS controller(s)
     Remove (1) UNC-520 Jace, (15) MZ2A-102[Microzone II) and (11) PEM[Packaged Equipment Module] controllers
     Install new Bacnet IP DDC controllers to replace existing controllers being removed.  Existing Microzone and PEM enclosures may be reused if space allows.
     Mount new DDC panels with new DDC controllers in place of ACT control boards
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Replace all control relays.
     Replace existing CO2/humidity sensors due to age of sensors.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Contentnea-Savannah K-8 School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Remove (2) UNC-520 Jaces, (78) MZ2A-102[Microzone II] and (70) PEM[Packaged Equipment Module] controllers
     Install new Bacnet IP DDC controllers in existing Microzone-PEM enclosures
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Replace existing CO2/humidity sensors due to age of sensors.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

LaGrange Elementary School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Remove (1) UNC-520, (44) MZ2A-102[Microzone II] and (40) PEM[Packaged Equipment Module] controllers
     Install new Bacnet IP DDC controllers in existing Microzone-PEM enclosures
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Replace all control relays.
     Replace existing CO2/humidity sensors due to age of sensors.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Moss Hill Elementary School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 3), sensors and control devices as replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement
     Furnish and install Bacnet IP DDC panels with factory mounted controller in same location as ACT boards
     Replace existing ACT room temperature sensors, outside air temp, well temperature sensors and relays; wire to BAS controller(s)
     Remove (1) UNC-520 Jace, (19) MZ2A-102[Microzone II] and (15) PEM[Packaged Equipment Module] controllers
     Install new Bacnet IP DDC controllers to replace existing controllers being removed.  Existing Microzone and PEM enclosures may be reused if space allows.
     Mount new DDC panels with new DDC controllers in place of ACT control boards
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Replace all control relays.
     Replace existing CO2/humidity sensors due to age of sensors.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Northeast Elementary School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Remove (2) UNC-520, (53) MZ2A-102[Microzone II] and (49) PEM[Packaged Equipment Module] controllers
     Install new Bacnet IP DDC controllers in existing Microzone-PEM enclosures
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Replace existing CO2/humidity sensors due to age of sensors.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Northwest Elementary School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 3), sensors and control devices as replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement
     Furnish and install Bacnet IP DDC panels with factory mounted controller in same location as ACT boards
     Replace existing ACT room temperature sensors, outside air temp, well temperature sensors and relays; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Pink Hill Elementary School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Remove (2) UNC-520 JACE, (50) MZ2A-102[Microzone II] and (49) PEM[Packaged Equipment Module] controllers
     Install new Bacnet IP DDC controllers in existing Microzone-PEM enclosures
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Replace existing CO2/humidity sensors due to age of sensors.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Southeast Elementary School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 3), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement
     Remove existing UNC-520 JACE and (5) MZ2A-102[Microzone II] controllers
     Install new Bacnet IP DDC controllers in existing Microzone-PEM enclosures
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Replace existing CO2/humidity sensors due to age of sensors.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Southwood Elementary School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 3), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement
     Reuse existing control wiring where applicable
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

E.B. Frink Middle School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 3), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement 
     Reuse existing control wiring where applicable
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     ACT Board #3 is no longer in use or does not exist per LCS personnel
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Rochelle Middle School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 2), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement 
     Reuse existing control wiring where applicable
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Woodington Middle School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 10), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement
     Reuse existing control wiring where applicable
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Kinston High School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 5), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement 
     Reuse existing control wiring
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

North Lenoir High School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 10), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement 
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

South Lenoir High School Upgrade

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 7), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement 
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Performing Arts Center Upgrade (Kinston High Site)

     Furnish and install Network controller(s) and Bacnet IP DDC panels
     Install new communication wiring (IP) to each controller location
     Demo existing ACT control boards (Qty. 4), sensors and control devices and replace necessary.  Control valves/actuators, dampers and actuators are excluded from repair or replacement 
     Mount new DDC panels with Bacnet IP DDC controllers in place of ACT control boards
     Replace existing space temp sensors, outside air temp sensor and well temp sensors; wire to BAS controller(s)
     Remove and replace space temperature sensors with sensors which include LCD display, setpoint adjustment, and override 
     If compatible with new system, re-use existing duct and water temperature/pressure sensors, current sensing status switches, static pressure transmitters, and low-limit thermostats where compatible and re-wire existing control points from existing controllers to new DDC controllers.  All valves/actuators and damper/actuators to be re-used.  If devices are found defective during new system startup, contractor shall notify the owner for direction.
     Regardless of compatibility with new system, space mounted temperature sensors shall be replaced with sensors which include LCD display, setpoint adjustment, and override.
     Reuse existing input/output wiring to the largest extent possible
     Install CAT 6 cable from new network controllers back to LCS telecom room for connection/configuration by others.
     Commissioning and owner demonstration labor as identified in general scope above

Items Not Included in Contractors Scope of Work:
1.    Any work at Bynum Teacher’s ES, Teacher’s Memorial ES or Sampson ES; Schools are permanently closed
2.    Any work associated with Boards #3 through #7 at Moss Hill ES.  Only boards #1 and #2.
3.    Provision or installation (or replacement) of Variable Frequency Drives
4.    Repair or troubleshooting of existing Variable Frequency Drives
5.    Repair or replacement of valves or dampers and their actuators of any type.  
6.    Any pneumatic component replacement (ie, compressor, dryer, pneumatic valves/actuators, pneumatic dampers/actuators, pneumatic thermostats, etc.
7.    Repair or replacement of existing zone dampers
8.    Repair or replacement of mechanical or electrical (other than controls noted above) equipment (ie, AHUs, RTUs, FCUs, fan motors, pulleys, belts, sheaves, coils, starters, disconnect switches, VFDs, valves, dampers, etc.)
9.    Repair, replacement or furnishing of new Flow Meters (Onicon or others)
10.    MER refrigerant monitoring and alarm devices.  Should be existing to remain.
11.    Provision or installation (or replacement) of duct smoke detectors: installation labor or materials
12.    Repair or replacement of existing gauges and thermometers, or circuit setters
13.    Balancing dampers, fire/smoke dampers and their actuators, other dampers of any type, and any installation labor
14.    Installation of new access doors
15.    Painting of conduit
16.    Ceiling tile replacement
17.    Insulation/duct repair or replacement
18.    Test and Balance work

If above items are determined to be needed or items repaired, they will be handled by owner’s contingency via change order.

Bid Form:

Bidder:
Company Name:
Address:
Contractors Unlimited License Number:

Base Bid Full functional system (all sites) all for the net sum of:      $_________________ 

______________________________________________________________________Dollars

RESPECTFULLY SUBMITTED this ___________ day of ______________________, 202___.
___________________________________________________
(Name of firm or corporation making bid)

By: _____________________________
Title: _____________________________
(Owner / Partner / President / Vice President)

License No. _______________________
Federal ID No. _____________________

WITNESS: (Proprietorship / Partnership)
By: __________________________________

ATTEST: (Corporation)
By: __________________________________                                  (CORPORATE SEAL)
Title: _________________________________
(Corporate Secretary or Asst. Secretary Only)

For questions regarding this bid, please contact:

Larry Modlin
lmodlin@lenoir.k12.nc.us

Thank you for your consideration.

Pricing above includes BAS server and all sites with scope detailed above and listed below:
BAS server, licensing, and reports server software/config:                
Banks ES, all for the net sum of:                            
Contentnea-Savannah K-8, all for the net sum of:                    
LaGrange ES, all for the net sum of:                            
Moss Hill ES, all for the net sum of:                            
Northeast ES, all for the net sum of:                            
Northwest ES, all for the net sum of:                            
Pink Hill ES, all for the net sum of:                            
Southeast ES, all for the net sum of:                            
Southwood ES, all for the net sum of:                        
E.B. Frink MS, all for the net sum of:                            
Rochelle MS, all for the net sum of:                            
Woodington MS, all for the net sum of:                        
Kinston HS, all for the net sum of:                                    
North Lenoir HS, all for the net sum of:                        
South Lenoir HS, all for the net sum of                        
Performing Arts Center, all for the net sum of                    

Date: 07/14/2022

The Board of Education of Lenoir County invites bid proposals for the replacement of the Fire Alarm panel(s) at South Lenoir High School and Southwood Elementary School.  All proposals must be received via email or printed delivery on or before 10:00 a.m. on August 26, 2022. 

Prospective bidders should schedule and complete a walk-through inspection of the facilities prior to August 16, 2022.  It is the responsibility of the bidder to field survey the facilities prior to making a proposal. By submitting a proposal, the bidder affirms that he/she has full knowledge of the requirements to
fulfill the contract. 

A walkthrough can be scheduled by contacting the school directly.  South Lenoir High School can be reached at 252-568-6161.  The primary contact is Elizabeth Pierce, Principal, or her designee.  Southwood Elementary School may be reached at 252-527-908.  The primary contact of Southwood Elementary is Heather Lancaster, Principal, or her designee.  All walkthroughs must be concluded prior to August 16, 2022.

Bids may be submitted via email to Charles White (cwhite@lenoir.k12.nc.us), Director of Media and Technology and Eric Adams (eadams@lenoir.k12.nc.us), Director of Finance for Lenoir County Public Schools.  Printed copies of the proposals may be delivered to Charles White, Director of Media and Technology at 2017 W Vernon Ave, Kinston, NC 28504.

Lenoir County Public Schools will have a meeting on Wednesday, April 13, 2022 4:00 p.m. This meeting is to discuss the requirements for private school participation in the following Federal Programs:  Title I Part A – Improving the Academic Achievement of the Disadvantaged, Title I Part C – Education of Migratory Children, Title II Part A, Support Effective Instruction, Title III Part A – English Language Acquisition; and Title IV -  Student Support and Academic Enrichment.

These programs will be operated in compliance with federal legislation and regulations, with policies and procedures issued by the State Department of Public Instruction.  Lenoir County Public Schools will remain the fiscal agent of all funds.  Please email Beverly Kee, Lenoir County Public Schools Federal Programs Director at  bkee@lenoir.k12.nc.us if you are interested in attending this informational meeting.  

1) In addition to the requested annual extensions, will you also consider multi-year renewal terms for increased savings? Yes

2) Please clarify what is meant by "fully managed" WAN"?  All monitoring of circuits and performance is provided by the Vendor Solution.

3) What is the scope of network management expected? Monitor all connections for uptime and performance 24/7.

4) Would you consider a leased lit fiber solution where the vendor fiber and SFPs connect directly into the district's LAN equipment? Yes if the Costs are comparable to other options

5) Please identify the manufacturer and model of the District equipment at each location to ensure we quote compatible optics. Available upon request. 

6) Would you also consider a dark fiber alternative? No, District does not have the ability to monitor and provide maintenance.

7) RFP Section 7, Site #18 -Please clarify the address and the location as we are having difficulty confirming its mapped location. Please provide a map marked to show the specific location of LCPS Transportation Department as the address 1624 Hwy 11/55, Kinston NC 28504 is not clearly mapping to a school site.  The website indicates a North County Schools Bus Garage at 1624 NC-11, Kinston, NC 28504.  If there is also an alternate address, please provide that in addition to a marked map. Please look up on Google maps as Lenoir County Schools Transportation Department. That will show the correct location

 

8) RFP Section 7, Site #11 - Please confirm the site name we should use (Lenoir County Learning Academy vs.  Overcash Education Center). The Lenoir County Learning Academy is Located in the Overcash Building. Use Lenoir County Learning Academy,

9) Is there a specific time that the RFP is due Feb 4, 2022? By end of Day, 5 PM

10) Can you share the evaluation matrix?  The evaluation matrix is available upon request. 

Request for Proposal: Lenoir County Schools Legal Services 

The Lenoir County Schools invites applications from interested attorneys to provide legal services.  This request for proposal is for the purpose of selecting local Lenoir County Schools legal counsel to handle criminal bail bond and vehicle forfeiture work for the school system. The work primarily includes reviewing and objecting to motions to set aside bond forfeitures, reviewing petitions to remit previously paid bond forfeitures, and attendance at district and superior court hearings regarding bond forfeiture matters.  The work will also involve addressing issues with the forfeiture of vehicles pursuant to state law, including reviewing lienholder, innocent owner and other petitions seeking the release of vehicles subject to forfeiture.  The Lenoir County Schools is seeking legal counsel beginning February 1, 2022. 

Sealed proposals for legal counsel are requested by the Lenoir County Board of Education. All proposals should be submitted to Brent Williams, Superintendent of Schools, on or before 4:00 p. m. on Friday, January 7, 2022.

Nothing herein is intended to exclude any responsible firm or attorney or in any way restrain or restrict competition. All responsible firms and attorneys are encouraged to submit proposals.

The Lenoir County Schools reserves the right to accept or reject any and all proposals submitted in the best interest of the Lenoir County Schools, and the Board further reserves the right to waive any defect or informality in any proposal should it be in the best interest of the Lenoir County Schools.

The Lenoir County Schools intends to enter into a contract with the successful Proposer incorporating all provisions of the Request for Proposal. By submitting a Proposal, the Proposer is agreeing to enter into such a contract if they are awarded the work.

1.  Submission of Proposals

Ten (10) copies of all completed Legal Services proposals MUST be returned to Brent Williams, Superintendent of Schools, Lenoir County Schools, 2017 W. Vernon Avenue, Kinston, NC 28504, by Friday, January 7, 2022. The Lenoir County Schools requests that each proposal include the following: a summary page listing all rates, fees and charges.

All RFPs submitted up to the deadline date will be reviewed by the Lenoir County Schools. Proposals received after the 4:00 p.m. deadline will not be considered. Items that will be considered are credentials, experience, references and fee schedules.

If you have any questions regarding this RFP, please contact Brent Williams, Superintendent of Schools, at 252-527-1109, ext. 1025.

2. Fee Structure and Invoicing

A.   All services are to be invoiced no more often than monthly and must include a detailed description of the matter invoiced, service provided, the date the service was provided, the time expended, the hourly rate, the charges, and reimbursable expenses.

B.   Hourly Rates/Fee:

1.    Please provide the hourly rate for the services of the following personnel:

       Paralegals:                                                                   

       Associates:                                                                   

2.       Any additional fees/costs proposed by your firm.

C.   The Board shall not pay an hourly rate for the services of secretarial or other administrative staff. Administrative support is considered part of the outside counsel’s overhead and is built into its rate structure. Such administrative support includes the services of word processors, librarians, and any information technology professionals. While it may be appropriate to pay an hourly billing rate for the services of a paralegal, purely clerical or secretarial tasks (i.e. taking telephone messages, faxing, setting up case files) should not be billed at a paralegal or attorney rate, regardless of who performs them.

3. Professional Credentials and Experience

All proposals must include the following information in the order requested:

A.   Please submit a brief description and history of your law firm including date established, number of employees and any related specialty services provided.

B.   Please list the members of your firm who will be assigned to criminal bond and vehicle forfeiture matters along with their professional credentials and resumes.

Minimum Qualifications: The firm shall designate at least one lawyer within the firm, who will be assigned to represent the interest of the Lenoir County Schools in these matters.is individual shall be licensed to practice law in North Carolina throughout the term of the contract and shall remain in good standing with the North Carolina State Supreme Court.

C.   Please list your firm’s professional memberships in North Carolina and national law associations.

D.  Please list the courts that members of your firm are admitted to practice.

E.   Please include assurances that your firm and any individual attorney assigned to represent the Board have not been subject to discipline by the North Carolina Bar Association or any other Bar Association

4. Request for References

Please provide a listing of any public clients, if any, your firm has represented in the last five (5) years.

5. Insurance

The successful firm(s) must provide and maintain the following minimum limits of insurance coverage during the period of performance required under the contract resulting from the Request for Proposal: 

Professional Liability - $1,000,000 per occurrence
Commercial General Liability - $1,000,000 per occurrence

Automobile Liability - $500,000 per occurrence

Workers Compensation – statutory limits

Prior to commencing work under this contract, the successful firm(s) shall furnish the Lenoir County Schools with a certificate of insurance evidencing that the insurance required herein has been procured. Firms must give the Lenoir County Schools thirty (30) days advance notice of cancellation, non- renewal, or any change in insurance coverage below the required minimums, including changes in the amount of the coverage. 

Subcontractors
No sub-contractors are permissible; a partner, lawyer, or other legal representative from the awardee’s firm must perform any or all work.

6. Evaluation of Proposals

All responsive proposals meeting the eligibility requirements defined herein shall be evaluated by the school system.

The selection will be based on the following:

• Responsiveness of the proposal in clearly stating an understanding of the work to be performed
• Demonstrated capabilities to perform the required services

 

7.  Final Criteria Evaluation
 

The Lenoir County Schools will select the top proposals for final comparison review and may contact each servicer and ask follow-up questions concerning the responses if needed. At this time, the Lenoir County Schools may request individual interviews with the top finalist to allow them to clarify areas of their responses. Based on the review and evaluation process discussed in this Request for Proposal, a decision will be made concerning awards of service.

8.  General Requirements

A. Waiver and/or Rejection: The Lenoir County Schools reserves the right to reject any and all proposals in whole or in part; with or without cause, and to accept proposals, if any, which in its judgment will be in its best interest. Lenoir County Schools will also have the option should no submittal meet their criteria to hire an attorney of their choice.

B.   Proposal Public Record: Proposer acknowledges that all information contained within their proposal is a public record as defined by the State of North Carolina Public Record Law. 

C.     Unrequested Solicitation: Any solicitation of Board Members, Officers or any other employee of the Lenoir County Schools by the proposer may result in his/her proposal being denied consideration.

9. Term and Renewal

The term and renewal options for the contract shall be negotiated with the selected firm.  The initial term and any renewal terms may be terminated by either party with thirty (30) day’s written notice.

Pursuant to G.S. 115C-518 and 160A-269, the Lenoir County Board of Education hereby gives notice that it has received an offer to purchase surplus tablets and laptops most of which have been used by students and teachers for at least three years and are currently unsuited to meet the continued needs of students and teachers.  The property consists of approximately 270 MacBook Air 6.1 laptops (11-inch, Mid 2013, 1.6/4GB/256GB) with power brick and cords; 730 MacBook Air 7.2 laptops (13-inch, Early 2015, 1.6/4GB/256GB) with power brick and cords; 5,000 iPad 5th Generation (32GB, WiFi) with power brick and cords; and 4,740 iPad 6th Generation (32GB, Wi-Fi).  The property is being sold “AS IS” with no representation from the Lenoir County Public Schools regarding the fitness or suitability of the laptops or tablets for any purpose.  Please contact Charles White, Director of Media and Technology for the Lenoir County Public Schools, at (252) 527-1109 for additional information regarding the property.  The offer to purchase is in the amount of $1,820,200.00.  The offer also includes the following nonmonetary terms:  secure pickup by bidder of the computers at designated LCPS locations after May 3, 2021, inclusive of packing and shipping costs; verification of inventory at time of pickup; full payment by bidder at time of pickup; “Letter of Good-standing” from bidder’s bank or financing partner; minimum of three K-12 public school references with at least one reference valued at $1 million or more; inclusion of a per unit price; and maintenance of general liability insurance policy with coverage of up to $1 million per incident.  The full terms of the offer, titled “Upset Bid Solicitation – Additional Terms,” are available at www.lcpsnc.org under the “Public Notice” tab. 

Notice is hereby given that within 10 days any person may raise the bid by not less than ten percent (10%) of the first one thousand dollars ($1,000) and five percent (5%) of the remainder ($1,819,200.00).  Therefore, the lowest acceptable upset bid is $1,911,260.00.  The individual submitting the upset bid will also need to agree to pay for the cost of the bid, plus agreement to the terms summarized above and posted on the District’s website, which address is included above.  When a bid is raised, the bidder shall deposit five percent of the total increased bid in cash or certified funds with the Lenoir County Public Schools to the attention of Eric Adams, Finance Officer.  The Lenoir County Public Schools shall re-advertise the offer at the increased bid.  This procedure shall be repeated until no further qualifying upset bids are received, at which time the Board may accept the offer and sell the property to the highest bidder.  The Board reserves the right to reject any and all offers at any time.  This the 18th day of May 2021.

 

R2312015

Invitation for Bid-   Milk and Ice cream

 

The Coastal Coalition, consisting of Carteret, Craven, Pamlico, Jones, and Lenoir County Schools Child Nutrition Departments, are now accepting formal bids for the 2021-2022 School Year with the option of rolling over for four additional years on the following products:  Milk and Ice cream through the North Carolina Procurement Alliance (NCPA) process.

Bid Opening Date: Tuesday, May 11, 2021           

Time of Bid Opening:  Staggered from 10-11:30 a.m.

Location:  The bid opening will be completed virtually.  We will have more information on this available to interested parties as the date comes closer.

All interested parties should contact Danelle Moore Smith , Director of School Nutrition, Lenoir County Public Schools by end of day April 1, 2021 at dmsmith@lenoir.k12.nc.us for an official IFB packet and further information.

In accordance with Federal civil rights law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, the USDA, its Agencies, offices, and employees, and institutions participating in or administering USDA programs are prohibited from discriminating based on race, color, national origin, sex, disability, age, or reprisal or retaliation for prior civil rights activity in any program or activity conducted or funded by USDA. 

Persons with disabilities who require alternative means of communication for program information (e.g. Braille, large print, audiotape, American Sign Language, etc.), should contact the Agency (State or local) where they applied for benefits.  Individuals who are deaf, hard of hearing or have speech disabilities may contact USDA through the Federal Relay Service at (800) 877-8339.  Additionally, program information may be made available in languages other than English.

To file a program complaint of discrimination, complete the USDA Program Discrimination Complaint Form, (AD-3027) found online at: How to File a Complaint, and at any USDA office, or write a letter addressed to USDA and provide in the letter all of the information requested in the form. To request a copy of the complaint form, call (866) 632-9992. Submit your completed form or letter to USDA by:

(1)       mail: U.S. Department of Agriculture
           Office of the Assistant Secretary for Civil Rights
           1400 Independence Avenue, SW
           Washington, D.C. 20250-9410;

(2)       fax: (202) 690-7442; or

(3)       email: program.intake@usda.gov.

This institution is an equal opportunity provider.

REQUEST FOR PROPOSAL

The Lenoir County Board of Education (hereinafter called the “unit”) invites

qualified independent auditors (hereinafter called “auditor”) having sufficient governmental

accounting and auditing experience in performing an audit in accordance with the specifications outlined in this Request for Proposal (RFP) to submit a proposal.

There is no expressed or implied obligation for the Lenoir County Board of Education to reimburse firms for any expenses incurred in preparing proposals in response to this request.

The specific details shown herein shall be considered minimum unless otherwise shown. The specifications, terms, and conditions included with this RFP shall govern in any resulting contract(s) unless approved otherwise in writing by the unit. The bidder consents to personal jurisdiction and venue in a state court of competent jurisdiction in Lenoir County, North Carolina. 

Type of Audit

The audit will encompass a financial and compliance examination of the unit’s basic financial statements, supplementary information and compliance reports in accordance with the laws and/or regulations of the State of North Carolina, which include requirements for the minimum scope of the audit. The financial and compliance audit will cover federal, state, and local funding sources in accordance with generally accepted auditing standards; Government Auditing Standards, July 2011 revisions; the Single Audit Act of 1984; the Single Audit Act Amendments of 1996; the provisions of OMB Circular No. A-133, Audits of States, Local Governments, and Non-Profit Organizations, including revisions published in Federal Register June 27, 2003 and June 26, 2007; the State Single Audit Implementation Act; and all other applicable laws and regulations.

Period

The unit intends to continue the relationship with the auditor for no less than three years on the basis of annual negotiation after the completion of the first year contract. Each year, after negotiation has taken place, an annual contract documenting the terms of the audit will be signed. Since one governing board may not obligate future governing boards, the remaining years of the agreement are subject to annual governing board approval. The Lenoir County Board of Education reserves the right to request proposals at any time following the first year of this contract. Thus, prepare proposals for the following years, with year one being the only obligated year

July 1, 2019 to June 30, 2020

July 1, 2020 to June 30, 2021

July 1, 2021 to June 30, 2022

Requirements

The audit must be conducted in accordance with generally accepted auditing standards; Government Auditing Standards, issued by the Comptroller General of the United States; Office of Management and Budget Circular No.A-133, Audits of States, Local Governments, and Non-Profit Organizations; the State Single Audit Implementation Act, and any other applicable procedures for the audit of a government's financial statements prepared in accordance with GAAP.

The Auditor will prepare most year-end adjusting journal entries. The auditor will be ultimately responsible for the preparation, typing, proofing, printing, and copying of the Basic Financial Statements, supplementary information and compliance reports. The Lenoir County Board of Education’s Finance Officer will be actively involved in the MD&A, and other schedules section preparation. The auditor will submit a draft of the Financial Statement to be reviewed in detail by the Finance Officer. This draft should be submitted to the Lenoir County Board of Education in time to allow ample review and corrections. The timing of this should insure final completion of the Financial Statements no later than the annual October 31st deadline.

The Lenoir County unit prefers interim fieldwork be completed in late May to mid June. Year-end fieldwork should begin in mid-August and be completed by September 15th. An agreed upon post-closing trial balance must exist by September 30th. The Finance Officer will expect a listing of requested information needed for the audit at the preplanning conference, periodic conferences during the conduct of the audit, as well as an exit conference prior to the completion of fieldwork.

The audit must be completed and reports rendered four months following the fiscal year end (October 31).

A preliminary draft of the audit and required journal entries must be submitted to the Finance Officer (or Audit Committee if applicable) by October 1 for proofing and reconciliation to the unit’s records.

One (1) electronic copy & 12 hard copies of each audit report, management letter, and other applicable reports must be supplied to the Finance Officer within the time frame cited above. In addition, the auditor is responsible for submitting the required two copies to the staff of the Local Government Commission (LGC). Any other copies required will be charged on an as needed basis in addition to the quoted fee.

The financial audit opinion will cover the financial statements for the governmental activities, the business-type activities, the financial statements of the aggregate discretely presented component units, each major fund, and the remaining fund information, which collectively constitutes the basic financial statements. The combining and individual financial statements, schedules and related information are not necessary for fair presentation, but will be presented as additional analytical data. This supplemental information, as required by GASB 34, will be subjected to the tests and other auditing procedures applied in the audit of the basic financial statements and an opinion will be given as to whether the supplemental information is fairly stated in all material respects in relation to the basic financial statements taken as a whole. The auditor shall also express an opinion on the budgetary comparison information for the general fund, the major funds, and any annually budgeted special revenue funds. An opinion will not be given on the Management Discussion and Analysis.

The working papers shall be retained and made available upon request for no less than three years from the date of the audit report. 

In the event that circumstances arise during the audit that require work to be performed in excess of the original estimates, any additional costs will be negotiated prior to commencement of the work and an amended contract will be approved by the governing board and forwarded to the staff of the LGC for approval.

Audit Contract & Payment of Audit Fees

The audit contract must be approved by the staff of the Local Government Commission.

Invoices are subject to approval by the LGC staff and the appropriate Grantor Agency, if applicable, prior to processing by the school unit. If grant funds will be used to pay for the audit, the grant agreement may require the Grantor Agency’s approval before the invoice may be paid. Interim or progress billings will be accepted up to 75% of the total fee prior to submission of the audited financial statements to the staff of the Local Government Commission and their approval of the audited financial statements.

Other Services

The auditor will prepare, type, and print the audited financial statements. The auditor will submit a draft for review by the Finance Officer. The Finance Officer will return the draft with proposed revisions within 10 working days.

Description of Selection Process 

Five (5) copies of each section of the proposal should be submitted at the time and place indicated under the section entitled “Time Schedule for Awarding Contract.” 

Proposals will be submitted in two sections. The first section will be comprised of the audit firm’s prior experience and qualifications of its personnel in performing governmental audits.

The review committee will evaluate the auditor/firm on educational and technical qualifications. The top three (3) firms from the first section will have their second section opened and evaluated. The firm best meeting the Lenoir County Board of Education’s expectations for experience, audit approach, and cost requirements will be selected.

 

PLEASE KEEP IN MIND THAT COST, WHILE AN IMPORTANT FACTOR, WILL NOT BE A SOLE DETERMINING FACTOR. UNUSUALLY LOW BIDS THAT ARE OBVIOUSLY OUT OF LINE WITH OTHER BIDDERS OR ARE SIGNIFICANTLY LOWER THAN OUR CURRENT FEES WILL RAISE CONCERN. THE LOWEST BID WILL NOT AUTOMATICALLY BE AWARDED PREFERENTIAL CONSIDERATION.

The Lenoir County Board of Education requests that no Lenoir County Board of Education officials be contacted during this process. The Finance Officer may be contacted only to clarify questions concerning the RFP.

The school unit reserves the right to reject any or all bids, waive technicalities, and to be the sole judge of suitability of the services for its intended use and further, specifically reserve the right to make the award in the best interest of the school unit.

Failure to respond to any requirements outlined in the RFP or failure to enclose copies of the required documents may disqualify the bid.

First Section

The first section should address the requested information below. The corresponding responses should begin with the number below for the requested information.

1. Indicate the number of people (by level) located within the local office that will conduct the audit.

2. Provide a list of the local office’s current and prior government audit clients, indicating the type(s) of services performed and the number of years served for each. Responsive firms should include any relevant information regarding audits performed on financial statements prepared under the new reporting model.

3. Indicate the experience of the local office in providing additional services to government clients by listing the name of each government, the type(s) of service performed, and the year(s) of engagement.

4. Describe your audit organization’s participation in AICPA-sponsored or comparable quality control programs (peer review). Provide a copy of the firm’s current peer review.

5. Describe the professional experience in governmental audits of each senior and higher level person assigned to the audit, the years on each job, and his/her position while on each audit. Indicate the percentages of time each senior and higher-level personnel will be on site. Again, relevant experience with the new reporting model should be clearly communicated.

6. Describe the relevant educational background of each person assigned to the audit, senior level and higher. This should include seminars and courses attended within the past three years, especially those courses in governmental accounting and auditing.

7. Describe the professional experience of assigned individuals in auditing relevant government organizations, programs, activities, or functions (e.g., utilities, solid waste, transit, airports, or health authorities and school systems).

8. Describe any specialized skills, training, or background in public finance of assigned individuals. This may include participation in State or national professional organizations, speaker or instructor roles in conferences or seminars, or authorship of articles and books.

9. Provide names, addresses, and telephone numbers of personnel of current and prior governmental audit clients who may be contracted for a reference.

10. Describe the firm’s Statement of Policy and Procedures regarding Independence under Government Auditing Standards (Yellow Book), January 2011 Revision. Provide a copy of the firm’s Statement of Policy and Procedures.

11. Is the firm adequately insured to cover claims? Describe liability insurance coverage arrangements.

12. Describe any regulatory action taken by any oversight body against the proposing audit organization or local office.

Second Section

Proposals should include completed cost estimate sheets and any other necessary cost information in a separate, sealed envelope marked – “Cost Estimate.” The unit plans to evaluate the qualifications of all firms submitting proposals before considering the Cost Estimate.

This second section should consist of completed cost estimate sheets, which will include the following information:

1.     Type of audit program used (tailor-made, standard government, or standard commercial).

2.     Use of statistical sampling.

3.   Use of computer audit specialists.

4.   Organization of the audit team and the approximate percentage of time spent on the audit by each member. 

5.   Information that will be contained in the management letter.

6.   Assistance expected from the government’s staff, if other than outlined in the RFP.

7.   Tentative schedule for completing the audit within the specified deadlines of the RFP.  

8.   Specify costs using the format below for the audit year July 1, 2015 to June 30, 2016. For the following two audit years, list the estimated costs. The cost for the audit year ending June 30, 2016 is binding, while the second and third years are estimated costs. Cost estimates must indicate the basis for the charges and whether the amount is a “not-to-exceed” amount.

• A. Personnel costs – Itemize the following for each category of personnel (partner, manager, senior, staff accountants, clerical, etc.) with the different rates per hour.

1. Estimated hours – categorize estimated hours into the following: on-site interim work, year-end on-site work, and work performed in the auditor’s office.
2. Rate per hour.
3. Total cost for each category of personnel and for all personnel costs in total.

• B. Travel – itemize transportation and other travel costs separately.
• C. Cost of supplies and materials – itemize.
• D. Other costs – completely identify and itemize.
• E. If applicable, note your method of determining increases in audit costs on a year to year basis

10.       Please list any other information the firm may wish to provide.

11.       Please include the Summary of Audit Costs Sheet with your proposal.

Time Schedule for Awarding the Contract

Request for proposal packages will be released by April 28, 2020 

Please acknowledge the receipt of this request for proposal and your intent to respond with a proposal by May 5, 2020. This acknowledgment can be emailed to Eric Adams, Finance Officer, at eadams@lenoir.k12.nc.us.

Proposals signed by authorized officials will be received by Eric Adams, Finance Officer, at Lenoir County Schools, PO Box 100, Kinston, NC  28504 until  May 15, 2020  at 4:00PM.  Envelopes containing proposals should be clearly identified on the front with the words “RESPONSE TO RFP FOR AUDIT SERVICES”. The review committee will review the proposals and make a recommendation to the Board of Education on June 1, 2020 at which time the contract will be awarded.

Any questions should be directed to Eric Adams, Finance Officer, at 252-527-1109, extension 1039 or eadams@lenoir.k12.nc.us.

Description of the Governmental Entity and Its Accounting System

Entity 

Lenoir County Board of Education is a public school system in North Carolina with approximately 8,500 students and 1,200 employees. The school system is comprised of 17 individual schools: three (3) traditional high schools, one (1) early college high school, one (1) alternative learning academy, three (3) middle schools, one (1) k-8 school, and eight (8) elementary schools. The entity operates one enterprise fund, School Food Service Fund. 

Funds

The Lenoir County Board of Education maintains the following funds: 

Governmental Funds

·      Local Current Expense Fund

·      State Public School Fund

·      Individual Schools Fund

·      Capital Outlay Fund

·      Other Local Current Expense Fund

·      Federal Grants Fund

Proprietary Funds

·      Enterprise Fund:

o   School Food Service Fund

Budgets

The unit budgets all funds on the modified accrual basis of accounting as required by North Carolina law. Appropriations are made at the purpose code level. The unit also maintains an encumbrance system. Both the budgetary and encumbrance systems are integrated with the accounting system to provide easy comparison with actual expenditures.

Accounting Records

The Lenoir County Board of Education maintains all of its accounting records at the finance office located at 2017 West Vernon Avenue, Kinston, NC  28502. The governmental unit maintains its cash receipts journal, cash disbursements journal, general ledger, and accounts receivable ledger on an offsite server managed by SAS, Inc in Cary, NC. The software is SunPac by Serenic Software.

Assistance Available to Auditor

The unit will make available to the auditor sufficient help to pull and re-file records, and prepare and mail all necessary confirmations. A trial balance with budgeted amounts will be made available.  The following accounting procedures will be completed and documents prepared by the unit’s staff:

·      The books of account will be fully balanced.

·      All subsidiary ledgers will be reconciled to control accounts.

·      All bank account reconciliations for each month will be completed.

 

The unit’s personnel will prepare the following items:

General

1.     Working balance sheet for each fund.

2.     A copy of the original budget, all amendments & the final budget as of June 30, 2016.

3.     Copies of all correspondence with the staff of the Local Government Commission, including semiannual Cash & Investment Reports (LGC-203), unit letters, faxes regarding the audited financial statements & compliance reports for the previous year.

4.     Management’s Discussion & Analysis 

Cash and Investments

1.     All bank reconciliations for each month

2.     List of outstanding checks by account, showing check number, date, and amount.

3.     List of all investments for all funds at the audit date.

Receivables

1.     Listing of outstanding receivables by account as of the fiscal year end.

2.     Listing of outstanding receivables in detail as of the fiscal year end.

3.     Schedule of miscellaneous receivables booked as of the fiscal year end.

Other Assets

1.     Schedule of insurance coverage.

Current Liabilities

1.     Listing of accounts payables as of the fiscal year end.

Grants

The following will be compiled for each grant:

1.     Grant agreement.

2.     Budget.

3.     All financial reports.

4.     Correspondence with the grantor agency, including monitoring reports.

5.     CFDA # and/or pass-through grant #. 

Contact information:

Eric Adams, Finance Officer

Lenoir County Board of Education

PO Box 729

2017 W. Vernon Ave.

Kinston, NC  28504

Phone: 252-527-1109 ext. 1039

Fax:    252-527-9885

Email: eadams@lenoir.k12.nc.us

 

SUMMARY OF AUDIT COSTS SHEET

 

1.     Base Audit                                                                                        $_________________

(Includes personnel costs, travel & on-site work)

 

 

2.     Financial Statement Preparation                                                       $_________________

 

 

3.     Extra Audit Service ($______ per hour)                                           $_________________

 

 

4.     Other (explain)                                                                                  $_________________

 

 

TOTAL                                                                                                   $_________________

The Lenoir County Board of Education is seeking to fill a vacancy on the Board of Education due to the resignation of Mr. Jon Sargeant, who resigned after accepting an appointment as District Court Judge. The Board of Education is required to appoint an individual from District 3 who is of the same political party as Mr. Sargeant, a Democrat. The appointee will serve until the next school board election (November 2020), at which time the District 3 seat will be filled by an election for its standard four-year term.

In order to be eligible for this office, you must (1) be 21 years of age or older; (2) be qualified to vote in North Carolina; (3) have been a resident in District 3 for at least 30 days; and (4) have been a registered Democrat for at least 90 days. Other legal restrictions may apply.

If you wish to be considered for this office, please submit a statement of your interest to the Office of the Superintendent of Lenoir County Schools, P.O. Box 729, Kinston, North Carolina, 28502-0729. Your statement of interest must be postmarked no later than Friday, August 10, 2018. Please include the following information in your statement: name, address, telephone number, affirmation that you meet all the above qualifications for the office, the specific reasons you wish to be considered for the office, and other appropriate background or biographical information.

If you meet the eligibility requirements for this office and submit a timely statement of interest, you will be given the opportunity to present in person the reasons the Board should appoint you to the office. The Board will hear these presentations at its regularly-scheduled meeting on Tuesday, September 4, 2018. You will be given 5 minutes to make your presentation.

Please see the public notice NC Application for IDEA Grant -- Federal Fiscal Year 2018 -- through April 20, 2018.

Lenoir County Public Schools is interested in receiving proposals for mental health agencies to provide mental health services to students in the school setting in Lenoir County Public Schools. Lenoir County Public Schools is only interested in proposals from licensed independent practitioners, outpatient therapy practices of East Pointe MCO network providers. The provider(s) selected will need to demonstrate the capacity to implement evidence based or best practice models, the capacity to develop relationships with the school system in order to co-locate services within the school settings. Applicants may select to provide services for all schools in Lenoir County or an individual school.

The primary focus of this initiative is to provide school based services to address the treatment needs of children, through co-location of a MH/DD/SA clinician in each school with identified needs. This call for proposal will develop the Partnership for School Based Mental Health services. The clinician working in each school(s) would be identified as the local contact to provide assessment and treatment for children in the school(s). There is no funding from the school district attached. Providers will be responsible for billing the parent/legal guardian/insurance/Medicaid for the services rendered. These services will provide greater access to assessment and treatment for children in Lenoir County Public Schools.

It must be clearly understood that this call for proposals is being used as a vehicle to obtain applications from agencies that are capable of providing a full continuum of services to the target population. Interested clinicians should submit a letter of interest including their professional disclosure statement to Vivian Roach at vroach@lenoir.k12.nc.us by July 28, 2017. Candidate’s applications will be reviewed followed by an interview for the selected candidates. Candidates selected will be notified of selection by August 4, 2017. This should not be interpreted as a contract (implicit, explicit, or implied), nor does it imply any form of an agreement to any potential candidate. In addition, no inference should be made that Lenoir County Public Schools will purchase and/or implement in the future any of the programs or services proposed by the respondents.

The respondent cannot eject or reject any client in need of services and must meet the criteria outlined in the credentialing process and service definition for these services. It is not the intent of the call for proposals to limit choice but instead to assure access to care. The agency or individual must have access to physician services 24/7/365 when applicable. The provider(s) approved must be in compliance with all applicable rules of licensure to include Clinical Coverage Policy 8C and eligible to apply for credentialing endorsement if required. All applicants must be credentialed with East Pointe MCO in order to be allowed to continue in the selection process.

If you have questions, you may email Vivian Roach, Exceptional Children’s Director, Lenoir County Public Schools at vroach@lenoir.k12.nc.us.