Board of Selectmen Regular Meeting

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Board/CommissionBoard of Selectmen
Meeting DateJune 18, 2024
Pages163
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FIFTEEN ROPE FERRY ROAD
WATERFORD, CT 06385-2886
PHONE: 860-442-0553
www.waterfordct.org
AGENDA
BOARD OF SELECTMEN REGULAR MEETING
Tuesday, June 18,2024
5:00 PM
Waterford Town Hall (Appleby Room)
(Procedural Action: Check register to bé signed by the Board of Selectmen in
accordance with CGS 7-83)
1... Call to Order & Roll Call:
2. - Pledge of Allegiance
3... Public Comment:
4, Registrar of Voters: To consider and act on a request for a° FY24
appropriation, to cover expenses incurred in the Presidential Preference
Primary that took place on April 2, 2024. Line #10102-51320 (Election
Activities), Line #10102-51920 (FICA), and Line-#10102-53020 (Other
Supplies) from the Registrar of Voters, Patti Waters ‘and Bigi Ebbin, in the
amount of $10,390 and forward on to the Board of Finance if approved.
5, Youth & Family Services: To consider and act on a request for a FY24
additional appropriation from the Human Services Administrator, Dani
Gorman, in the amount of $5,000, to supplement the professional fees line,
account #10119-51210 and forward on to the Board of Finance if approved.
6. Youth & Family Services: To consider and act on a request for a FY24
additional -approptiation- from -the Human . Services Administrator, Dani
Gorman, in the amount of $14,103, to offset the cost of salaries, to account
#1019-5210 and forward ori to the Board of Finance if approved.
7, Assessor: To consider and act on the following request for a FY24 Out-of
Series Transfer from the Assessor, Paige Walton, in the amount of $440 due to
pending legislation regarding motor vehicles and forward on to the Board of

10.
i.
42.
13.
14.
15.
Finance if approved.
Board of Education ~ Bid Award: To consider and act on a recommendation
from Shea Davy, Purchasing Agent, on behalf of Joe Mancini, Director of
Finance & Operations, to award the bid to Tucker Mechanical, in the amount
of $859,545. Funds will be available from line #20560-55020, 2024-25 (CLMS
Chiller Replacements),
Tax Collector: To consider and act on the following request for a FY24 Out-
of-Series Transfer from the Tax Collector, Alan Wilensky, in the amount of
$10,970 due to increased costs after budget approval and replacement
equipment and forward on to the Board of Finance if approved.
Emergency Management: To consider and act on the following request for a
FY24 In-Series Transfer from the Emergency Management Director, Steven
Sinagra, in the amount of $11,600 to cover year end overage in Administration
due to salary increases that were approved after the FY24 budget was finalized.
Town of Waterford; To consider and act on a recommendation from Shea
Davy, Purchasing Agent, on behalf of several departments, for surplus disposal
of the following items:
¢ 62 Office Chairs
e 100 Plates, Cups and Bowls
e 18 Tables
Public Works: To consider and act on the following request for a FY24 In-
Series Transfer from the Public Works Director, Gary Schneider, in the amount
of $29,688 to cover year end year end expenditures.
Public Works: To consider and act on the following request for a FY24 Out-
of-Series Transfer from the Public Works Director, Gary Schneider, in the
amount of $66,850 due to increased costs after budget approval and forward
on to the Board of Finance if approved.
Public Works: To consider and act on a recommendation from the Public
Works Director, Gary Schneider, to implement a new fee schedule, effective
July 1, 2024.
Fire Services: To consider and act on the following request for a FY24 In-
Series Transfer from the Fire Services Administrator, Michael Howley, in the

16.
47.
18.
19,
20.
21.
22.
23.
amount of $1,100 to replace propane tank at the firehouse.
Fire Services: To consider and act on the following request for a FY24 Out-
of-Series Transfer from the Fire Services Administrator, Michael Howley, in
the amount of $6,960 due to tires and needed supplies and forward on to the
Board of Finance if approved.
Police Department: To consider and act on the following request for a FY24
In-Series Transfer from the Chief of Police, Marc Balestracci, in the amount
of $12,500 to cover unexpected year end year end expenditures.
Police Department: To consider and act on the following request for a FY24
Out-of-Series Transfer from the Chief of Police, Mare Balestracci, in the
amount of $10,000 due to emergency repairs and forward on to the Board of
Finance if approved.
Police Department — Bid Waiver: To consider and act on a recommendation
from Shea Davy, Purchasing Agent, to award Reagan Construction Group
LLC, in the amount of $25,575, from line # 32925-55918 (Mobile & portable
Radio Replacements) for construction and renovation services to the prisoner
processing area.
Facilities: To consider and act on the following request for a FY24 Out-of-
Series Transfer from the Finance Director, Kim Allen, in the amount of
$21,573 due to emergency service updates at Eugene O’Neill and forward on
to the Board of Finance if approved.
Finance: To consider and act on the following request for a FY24 Out-of-
Series Transfer from the Finance Director,Kim Allen, in the amount of $8,075
due to increased costs after budget approval and forward on to the Board of
Finance if approved.
Retirement Commission: To consider and act on the following request for a
FY24 In-Series Transfer from the Finance Director, Kim Allen, in the amount
of $99,620 to cover higher than expected year end expenditures.
Appointments & Resignations:
23a. To consider and act on the appointment of Jerry Porter (D) to the
Harbor Management Commission to fill the term of 2/17/24-2/16/27 as a
member.

23b. To consider and act on the appointment of Richard Gonyo (U) to the
Building Board of Appeals to fill the term of 5/18/20-5/17/25 as a member.
23¢. To consider and act on the appointment of Michael Elbaum (R) to the
Design Review Board to fill the term of 5/5/24-5/4/27 as a member.
24. New Business:
25. Old Business:
26. Correspondence:
26a. Rate Bill and Tax Warrant for the 2023 Grand List ~ Alan Wilensky
26b. Juneteenth email — Skip Wilson
26c. Thames River Garden Club letter - Karen Neilan
26d. Caroline Court road Acceptance letter — Katrina Kotfer
27, Consent Agenda
27a. Tax Refund
27b. Board of Selectmen Regular Meeting Minutes May 21, 2024
28. Adjournment:

June 11,2024
To: Robert Brule, First Selectman
Town of Waterford
15 Rope Ferry Rd
Waterford, CT 06385
Subject: Appropriation for the April 2, 2024 Presidential Preference Primary
Dear Mr, Brule,
We respectfully request an appropriation in the amount of $10,930 to cover expenses incurred in the
April 2, 2024 Presidential Preference Primary. Primaries aré not covered in our budget.
it should be disbursed as follows:
$7,305 To L! 10102-51320, Election Activities
$ 559 To LI 10102-51920, FCA.
$3,066 To Lt 10102-53020
Please place on the agenda for the next BOS meeting.
Respectfully,
Patt! Waters, ROV
Bigi Ebbin, ROV

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Waterford Youth & Family Services
To: Kimberly Allen, Director of Finance
From: Dani Gorman, Human Services Administrator
Ce: First Selectman Rob Brule
Re: Additional Appropriation to Youth and Family Services
Date: May 29, 2024
I respectfully request that you review and make a recommendation to the Board of
Selectmen for consideration regarding the following items;
1. On behalf of the Waterford Youth Services Advisory Board, I respectfully request that the
$5,000 stipend provided to Youth and Family Services annually by the Board of Education be id oo
appropriated to the department to supplement the professional fees line.
» While the stipend is noted in the department’s annual budget presentation as revenue
on the 51000 series page, it is assigned to a line item (LI 10119-48719) within the
general fund; not permitting us to expend it. Like in fiscal year 2022 & 2023, I
respectfully request that the $5,000 be provided to the department, as the Board of
Education intended, to help us pay for the unprecedented demand for our services.
Once you have reviewed this request, I respectfully ask that you move this forward to the Board of
Selectmen with your recommendation.
G
2. Similarly, we respectfully request that the grant provided to us by the Department of Children #
and Families (annually) in the amount of $14,103 be appropriated to the department to offset
the cost for salaries.
> While the grant is noted on the revenue page of our budget presentation for Youth
and Family Services, it is assigned to line item 10119-44480 within the general
budget when the money is deposited electronically from the State of Connecticut in 4
quarterly payments; not permitting us to expend it.
> The narrative of the grant defines how we will expend these funds within our
department. The grant is also audited by the State of Connecticut and reviewed by the
Town’s auditors.
yy e respect
Once you have reviewed this request, | respectfully ask that you move this forward to the Board of
Selectmen with your recommendation.

TOWN OF WATERFORD
TRANSFER REQUEST FORM
Out of Series Transfer Request
Assessor
DEPARTMENT
APPROVED = ACCOUNT ACCOUNT REVISED
Budget INCREASE | “DECREASE. = Budget
Line No, Org. Code Object Code Object Description Amount Amount
i 10104) $20S0}T0 PAY FOR ASSESSOR SCHOOL MILEAGE | 440.00 440.00
2 10104! 53200|MV PRIGING PROCESS SUBJECT TO CHANGE, (440.00) (440.00)
0.60
TOTAL 440.00 (440,003
Explanation
DUE TO PENDING LEGISLATION, WE ARE LED TO BELIEVE THAT THE MV PRICING PROCESS WILL BE RECONFIGURED AND VEHICLES WILL BE PRIGED
BY NSRP
Paige Walton 6/12/2024
Department Head Bate
(om Allen Le[eby
Girector of Finance Date
First Seiactman Date
Commission/Board Approval Qate
revised 7/20/21

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Memo
To: The Board of Selectmen
From: Shea Davy
Date: June 13, 2024
Re: Award- Bid#23-137 ark Lane Middle School Chiller Replacement
Dear Mr. Brule:
Proposals for the above mentioned project were opened on January 11, 2024 by
Rebecca Hall and '| with the attached results. After careful review of proposals, it is
determined that Tucker Mechanical, is the lowest most qualified bidder able to
complete this project.
| therefore respectfully seek the Board’s approval to award the contract to Tucker
Mechanical for $859,545.00.
Funds will be available in line # 20560-55020, CLMS Chiller Replacements.
Shea Davy
Shea Davy /
Purchasing Agent,
Town of Waterford

VANZELM
June 13, 2024 Emailed
Mr. Joseph Mancini
Director of Finance & Operations
Waterford Public Schools
15 Rope Ferry Road
Waterford, CT 06385
Project: Clark Lane Middle School
RE: Chiller Replacements-Contractor Recommendation
van Zelm # 2019141.02
Dear Joe:
We have reviewed the updated Tucker Mechanical proposal (attached) for the replacement of the two
Chillers at Clark Lane Middle School.
Our understanding is that the deduct alternate (taco air separator) and the two add alternates (Nema 4X
disconnects and the Sound Wall) were not taken.
Based on our review of the proposal, we take no exceptions to awarding the Contract to Tucker Mechanical.
If you have any questions, feel free to call anytime on my cell phone at (860) 729-1807,
Very truly yours,
VAN ZELM HEY Woop & SHADFORD, INC.
Ru Derr.
Bill Donald
Team Leader-Commissioning Services
Certified Building Commissioning Professional (CBCP*®)
ce: Rob Ayer - van Zelm
TAZOAIOL9141 Finance’ Clash, Lane Chillers- Coneactor Recommendation 06-13-24 docx.
VAN ZELM HEYWOOD & SHADFORD, (NC.
1200 CONVERSE STREET ; 10 TALCOTT NOTCH 862 BRAWLEY SCHOOL ROAD, SUITE 207
LONGMEADOW, MA 01196 FARMINGTON, CT 06032 MGORESVILLE, NC 20417
P: 847.248.9975 P: 860.284.5064 P: 704-896-0407
www.vanzelmcam

=} Tucker
"Mechanical
An EMEOR Company
Customer Name
Tawa of Waterford Proposal
Addrens
Tucker Quote #_ PE-000233.4__
pate 66/2
Attn: Please Contact Brian Mohyde 203.630.7268
Brandishea Davy Purchasing if You have any Questions
We are pleased to offer our quotation for the following:
Dascription of Work:
1) tsolate,rectaim refrigerant and fluids and disconnect electrical and controls systems.
2) Remova chillers ¢ and 2 and replace with new Trane units per schedule,
3) Provide new (4 tofal} [sofation butterfly valves, New piping connection wilf se done {n Victaulls,
4} Install new alr seperator, differential pressure control, and expansion tank.
5) Provide ail retated efectrical power wiring and temperature controls intergration.
8) Flush naw piping and provide pump flow balancing,
7) Disposal of all old equipment, piping and debris,
8) Provide new pipe insulation and pump casing and chiller related piping per spec.
9) Check glycol concentration and document.
10} Carry factory startup, 1 year parts and labor warranty on equipment and materials.
414) include customer system overview and training per contract documents.
Note at time of bid chiller build and delivery time Is estimated al 40 weeks from issue of PO.
“Alternate Deduct of $7,475.00 if Taco alr seperator and expansion tank used."*
“Add Altermate of $30,000.00 if specifted disconnects (Nema 4X) are required in Ilue of Nema 3
“Add alternate cost for Sound Wail $19,500.00.00°
Ail work Is priced to be performed Mon-Fri 7am-330pm
Job Lovation
Clark Lane Elemantry School
The following Items are not included
Roofing work
Acoustical ceiling lies, grid and related components removal or replacement
Building permits
Engineering or other relatad documents required to oblain permits
Customer required safety training nol specilied in writting at time of bid
Daily safety briefs exceeding 30mins per man billed additionally
Asbestos testing or removal
Overtime labor
Our pricing does not cover any costs that may be incurred due lo hazardous material
Our Price for the work a8 deserined above Is in the amount of $ 859,545
This proposal does not Include Connecticut Tax on material and labor.
This proposal is valid for 120 days after which time il is gubyect to review
Terms of Payment - Balance in full upon completion,
Accepted By
Title
Customer PO
795 Brook St Racky Hill, CT 08087
203.830.7280 ¢fuckerservice. com
HYG 0401939-8 14, PLM.0287643.P 1
MEC 0001213

Shea Davy
nin aaa
From: Joseph Mancini <jmancini@waterfordschools.org>
Sent: Tuesday, June 11, 2024 1:56 PM
To: Shea Davy; Donald, Bill
Ce: Ayer, Robert £.; Jay Miner
Subject: RE: Current Bid Cost Clark Lane Chiller
lhc elas Ela t aetae en ee Ee
CAUTION: This email originated from outside of the organization.
I Do-not click links or.open attachments unless you recognize the sender's email address and know the
content is safe. I
nc teeth eee eee mm ee ee em el
So roughly $15K over their original bid. From a budgetary perspective this fits.
Joe
From: Shea Davy (mailto:bdavy @waterfordct.org]
Sent: Tuesday, June 11, 2024 1:31 PM
To: Donald, Bill <WDonald@vanzelm.com>
Ce: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: FW: Current Bid Cost Clark Lane Chiller
Importance: High
Good afternoon,
Piease see the attached pricing and the email below from Tucker Mechanical.
Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444.5842
860.440.0579 (fax)
Teun
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.

From: Brian Mohyde <bmoehyde@emcor.net>
Sent: Tuesday, June 11, 2024 12:42 PM
To: Shea Davy <bdavy @waterfordct.org>
Subject: Current Bid Cost Clark Lane Chiller
ee me em ee ey
CAUTION; This email originated from outside of the organization.
Do not click links or open attachments unless you recognize the sender's email address:and know the
content is safe.
Cece ee a
Shea sorry for the delay,
Please see revised with any cost increases covered. These costs are for piping, electrical materials, crane and labor
increases that will come into effect next year. The equipment price held. This equipment has a 40 week lead time.
Any questions please call men anytime.
Thank You
Brian Mohyde
Project Manager Service Deparuuent
Cell- 203-437-2178
Desk- 2034530-7 268
Email- Binohyde@bincot net
—
Pp ————7
<= Tucker
= ;
" Mechanical
An EMCOR Company
This message is for the named person's use only. It may contain confidential, proprietary or legally privileged
information. No confidentiality or privilege is waived or lost by any mistransmission. If you receive this
message in error, please immediately delete it and all copies of it from your system, destroy any hard copies of
it and notify the sender. You must not, directly or indirectly, use, disclose, distribute, print, or copy any part of
this message if you are not the intended recipient.

Shea Davy
i
From: Donald, Bilt <WDonaid@vanzelm.com>
Sent: Friday, February 9, 2024 3:23 PM
To: Shea Davy; Joseph Mancini
Ce: Ayer, Robert £; Jay Miner
Subject: RE: Bid 23-137 Chillers Replacement
Prem et ew eR eee ee eee ee,
I CAUTION: This email originated from outside of the organization.
\ Do not click links or open attachments unless you recognize the sender's email address and know the
; content is safe.
Catt ee ce |
Shea/Joe,
As discussed I reached out to Tucker Mechanical to clarify a couple things. [ spoke with Brian Mohyde and he confirmed
the following:
1. Tucker's bid is based on the specified Trane chillers.
2. There is an additional deduct opportunity if we go with Taco pumps. Note: vanZelm would want to see the shop
drawing before we can agree to take $7,475 off the base price of $840, 445.
Also, Rob Ayer checked with the Trane Rep and he has confirmed that the delivery time is 36-40 weeks for the chillers.
Feel free to call anytime if you have any questions.
Fave a good weekend.
Bill Donald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc.
T: (860) 284-5064 | D: (860) 764-0611 | C: (860) 729-1807
www.vanzelm.com | Linkedin
From: Shea Davy <bdavy@waterfordct.org>
Sent: Monday, February 5, 2024 1:35 PM
Ta; Donald, Bill <WDonald@vanzelm.com>
Cc: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Yes, please. Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444.5842

860.440.0579 (fax}
aon of
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. if you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. tf you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Donald, Bill <WDonald@vanzelm.com>
Sent: Monday, February 5, 2024 1:34 PM
To: Shea Davy <bdavy @waterfordct.org>
Cc: Ayer, Robert E. <RAyer@vanzelm.cem>; Jay Miner <jminer@waterfordschgols.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
ba nce ee are el on ae ee el ere ee
CAUTION: This email originated from outside of the organization. i
I Do not click links or open attachments unless you recognize the sender's email address and know the I
; content is safe.
a a ee
Shea,
Rob and | are good for Friday at 2PM. Shall [ send out a Zoom invite to everyone?
BHI Donald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc.
T; (860) 284-5064 | D: (860) 764-0611 | C: (860) 729-1807
www.vanzeim.com | Linkedin
Fram: Shea Davy <bdavy@waterfordct.org>
Sent: Monday, February 5, 2024 1:05 PM
To: Donald, Bill <WDonald@vanzelm.com>
Cc: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer @waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschgols.org>
Subject: RE: Bid 23-137 Chillers Replacement
am available between that time does 2pm work?
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444.5842
860.440.0579 (fax)

Soune
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Donald, Bill <WDonald@vanzelm.com>
Sent: Monday, February 5, 2024 10:13 AM
To: Shea Davy <bdavy@waterfordct.org>
Ce: Ayer, Robert £. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschgols.org>
Subject: RE: Bid 23-137 Chillers Replacement
Slee ie ere ee ena alan
1 CAUTION: This email originated from outside of the organization. I
t- Do not click links or open attachments unless you recognize the sender's email address and know the I
content is safe.
Pee em ee i ee
Hi Shea,
Could we have the Zoom meeting on Friday (02/09) between 1:30-4PM?
Bill Donald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc.
T: (860) 284-5064 | D: (860) 764-0611 } C: (860) 729-1807
www.vanzelm.com | Linkedin
From: Shea Davy <bdavy@waterfordct.org>
Sent: Tuesday, January 30, 2024 1:32 PM
To: Donald, Bill <WOonald @vanzelm.com>
Ce: Ayer, Robert E. <RAyer@vanzeim.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Thank you Bill,
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy @waterfordct.org
860.444.5842
860.440.0579 (fax)

ty, Tronef
\ Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
May contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies,
From: Donald, Bill <WOonald@vanzelm.com>
Sent: Tuesday, January 30, 2024 1:24 PM
Ta: Shea Oavy <bdavy@waterfordct.org>
Ce: Ayer, Robert £. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<imancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Sa es et tat mm nym anmelden memset smn
i CAUTION: This email.eriginated from outside of the organization. i
!: Do not click Jinks or open attachments unless you recognize the sender's email address and know the |!
1 : content is:safe.
Scented
Shea,
‘am free the morning of 02/08 and anytime on 02/09.
Rob is away this week so | will check with him when he returns on Monday morning so we can lock in a date/time.
Bill Donald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc.
T: (860) 284-5064 | D: (860) 764-0611 | C; (860) 729-1807
www.vanzeim.com | LinkedIn
From: Shea Davy <bdavy @waterfordct.org>
Sent: Tuesday, January 30, 2024 1:16 PM
To: Donald, Bill <WDonald@vanzelm.com>
Ce: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Yes, we can try and schedule a zoom call. | am available 2/2, 2/8 & 2/9 anywhere between 9-12 and 1:30-4,
Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy @waterfordct.org
860.444.5842

860,440.0579 (fax)
‘Tanel
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL; This communication, including attachments, is for the exclusive use of addressee and
may contain praprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Donald, Bill <WDonald @vanzelm.com>
Sent: Tuesday, January 30, 2024 12:12 PM
To: Shea Davy <bdavy@waterfordct.org>
Ce; Ayer, Robert €, <RAyer@vanzelm.com>
Subject: RE: Bid 23-137 Chillers Replacement
| mr meres my ty ate matte omnes mm atm met sttue mmm
5 CAUTION: This email originated from outside of the organization. !
} Do not click links or open attachments unless you recognize the sender's email address and know the !
content is safe.
Dae ee ee el
Hi Shea,
lam unclear as to what is needed from vanZelm.
Should we try to have a Zoom meeting with yourself, Jay Miner and Joe Mancini to discuss the bids?
Bill Donald
Team Leader-Commissioning Services
van Zeim Heywood & Shadford, Inc.
T: (860) 284-5064 | D: (860) 764-0611 | C: (860) 729-1807
www.vanzelm.com | Linkedin
From: Shea Davy <bdavy@waterfordct.org>
Sent: Monday, January 29, 2024 9:29 AM
To: Ayer, Robert E, <RAyer@vanzelm.com>; Donald, Bill <WDonald@vanzelm.com>
Subject: RE: Bid 23-137 Chillers Replacement
Good morning,
1am following up on where we are at with the bids that have been received and the awarding.
Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org

$60,444.5842
860.440.0579 (fax)
Tan ef
Waterford
CONNECTICUT
PRIVILEGED ANO CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissernination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Shea Davy
Sent: Thursday, January 11, 2024 3:13 PM
To: ‘Ayer, Robert E.' <RAyer@vanzelm.com>: Donald, Bill <WDonald@vanzelm.com>
Cc: Jay Miner <jminer@waterfordschools.org>; Joseph Mancini <jmancini@waterfordschools.org>
Subject: Bid 23-137 Chillers Replacement -
Good afternoon,
{am attaching a copy of each of the 5 bids received from today’s bid opening for the Chillers Replacement project. | wilf
also attach the bid tabulation sheet. | am going to try my best to send this in one email if allowed.
Thank you. Please let me know if you would like to pick up or if you would like for me to send you a physical copy.
Have a great night!
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.or,
860.444.5842
860.440.0579 (fax)
un of
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.

‘Yabuintion Bhewt
Bid424-197 Chillers Repiecement Clark Lane Middle School
Jarvuary 14, 2024. (p.m,
Bey : DSS a tg ety
Action Air Systems. SO44 544.00
E+ F Mechanical Service, LLC eS hengaata
Air Temp Machanical Services, inc. $935,000.00
McKennoy Mechanical Contractors, ine. s1.093,381.00
: it Nema 5 $30,000.00,
Tucker Mechanical; inc, “ $446,448.60 ‘s Alt deduct $7,475.00 [Cinco alr taed!

oD
Memo
To: The Board of Selectmen
From: Shea Davy
Date: June 13, 2024
Re: Award- Bid#23-137 ark Lane Middle School Chiller Replacement
Dear Mr. Brule:
Proposals for the above mentioned project were opened on January 11, 2024 by
Rebecca Hall and J with the attached results, After careful review of proposals, it is
determined that Tucker Mechanical, is the lowest most qualified bidder able to
complete this project.
| therefore respectfully seek the Board's approval to award the contract to Tucker
Mechanical for $859,545.00.
Funds will be available in line # 20560-55020, CLMS Chiller Replacements.
Shea Davy
Shea Davy }
Purchasing Agent,
Town of Waterford

VANZELM
IN EB £ RS
June 13, 2024 Emailed
Mr. Joseph Mancini
Director of Finance & Operations
Waterford Public Schools
15 Rope Ferry Road
Waterford, CT 06385
Project: Clark Lane Middle School
RE: Chiller Replacements-Contractor Recommendation
van Zelm # 2019141.02
Dear Joe:
We have reviewed the updated Tucker Mechanical proposal (attached) for the replacement of the two
Chillers at Clark Lane Middle School.
Our understanding is that the deduct alternate (taco air separator) and the two add alternates (Nema 4X
disconnects and the Sound Wall) were not taken.
Based on our review of the proposal, we take no exceptions to awarding the Contract to Tucker Mechanical,
If you have any questions, fee! free to call anytime on my cell phone at (860) 729-1807.
Very truly yours,
VAN ZELM HEYWOOD & SHADFORD, INC,
Rul Diwee dL
Bill Donald
Team Leader-Commissioning Services
Certified Building Commissioning Professional (CBCP*)
ce: Rob Ayer - van Zelm
TAZOIAIONIAL aPFinance!Clard Lane Chullers- Contactor Recommendation 06-15-24 docx
VAN ZELM HEYWOOD & SHADHORD, INC
1200 CONVERSE STREET 40 TALCOTT NOTCH 862 BRAWLEY SCHOOL ROAD, SUITE 207
LONGMEADOW, MA Q1108 FARMINGTON, CT 08032 MOORESVILLE, NC 20117
P 617.218.9978 : 800,294,5064 P. 704-896-0407
www.varzelm.com

<= Tucker
“Mechanical
An EMCOR Company
Customer Namo
Town of Waterford Proposal
Address
105 Clark Lane Tuckor Quote # =PE-000233.1
Waterford Ct Dare — 8/6.
Attn Please Contact Brian Mohyde 203.630.7268
Brandishea Davy Purchasing (1 You have any Questions
We are pleased to offer our quotation for the following:
Description of Work;
1) isolate, zectaim refrigerant and fluids and disconnect electrical and controls systems.
2) Remove chillers 1 and 2 and replace with new Trane units per schedule.
3} Provide new (4 total} isolation butterfly valves, New piping connection will be done In Victaulic.
4) install naw air seperator, differential pressure control, and expansion tank.
5) Provide all related elactrical power wiring and temperature controls Intergration.
6) Flush new piping and provide pump flow balancing.
7) Disposal of all old equipment, piping and debris,
8) Provide new pipe insulation and pump casing and chiller related piping per spec.
9) Check glycol concentration and document.
10} Carry factory startup, 1 year parts and labor warranty on equipment and materials,
44} Include customer syatem overview and training per contract documents.
Note at time of bid chiller bulld and deilvery time Is estimated at 40 weeks from issue of PO.
“Alternate Deduct of $7,478.00 if Taco air seperator and expansion tank used.**
“Add Alternate of $36,000.06 if specified disconnects (Nema 4X) are required in Hue of Nema 3
“Add alternate cost for Sound Wall $19,500.00,00"*
All work Is priced to be performed Mon-Fri 7am-430pm
ob Location
Clark Lane Elementry School
The following Items are not inciuded
Roofing work
Acoustical ceiling tiles, grid and related components removal of replacement
Buitding permits
Engineering of other related dacuments required to obtain permits
Customer required salety raining nol specified in writing al time af bid
Daily safety briefs exceeding 30mins per man billed additionally
Asbestos testing or removal
Overtime labor
Our pricing does not cover any cos{s that may be Incurred due (o hazardous material
Our Price for the work a8 described above is in the amount of $ 859,546
This proposal does not Include Connecticut Tax en material and labor.
‘This proposal is valid for 120 days after which lime il is subject to review
Terms of Payment - Balance in full upon completion.
Accepted By
Tile
Date
Customer PO
798 Brook St Racky Hill CT O6087
203.830.7280 / fuckerservice.com
HYG.0401939-§ 1, PLM.02B7843-P 4
MEC 0001213

Shea Davy
saat rae
From: Joseph Mancini <jrancini@waterfordschools.org>
Sent: Tuesday, June 11, 2024 1:56 PM
To: Shea Davy; Donald, Bill
Cea Ayer, Robert E.; Jay Miner
Subject: RE: Current Bid Cost Clark Lane Chiller
eee celal ee
CAUTION: This email originated from outside of the organization.
I Do-not click links or open.attachments unless you recognize the sender's email address and know the
content is safe. i
So roughly $15K over their original bid. From a budgetary perspective this fits.
Joe
From: Shea Davy [mailto:bdavy @waterfordct.org]
Sent: Tuesday, June 14, 2024 1:31 PM
To: Donald, Bill <WDonald@vanzelm.com>
Cc: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: FW: Current Bid Cost Clark Lane Chiller
Importance: High
Good afternoon,
Please see the attached pricing and the email below from Tucker Mechanical.
Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444.5842
860.440.0579 (fax)
Fram of
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.

From: Brian Mahyde <pmohyde@emcor.net>
Sent: Tuesday, June 11, 2024 12:42 PM
To: Shea Davy <bdavy @waterfordet.org>
Subject: Current Bid Cost Clark Lane Chiller
0 ee ee a ee,
\ CAUTION: This email originated from outside of the organization.
\ Do not click links or open attachments unless you recognize the sender's email address and know the
content is safe.
ne ce i ae
Shea sorry for the delay,
Please see revised with any cost increases covered. These costs are for piping, electrical materials, crane and labor
increases that will come into effect next year. The equipment price held. This equipment has a 40 week lead time.
Any questions please call men anytime.
Thank You
Brian Mohyde
Project Manager Service Deparunent
Cell. 203-587-2178
Desk- 203-680-7268
Email Bmohyde@lincor net
rs
<= Tucker
r .
Mechanical
An EMCOR Company
This message is for the named person’s use only. It may contain confidential, proprietary or legally privileged
information. No confidentiality or privilege is waived or lost by any mistransmission. If you receive this
message in error, please immediately delete it and all copies of it from your system, destroy any hard copies of
it and notify the sender. You must not, directly or indirectly, use, disclose, distribute, print, or copy any part of
this message if you are not the intended recipient.

Shea Davy
nema anand
From: Donald, Bill <WDonald@vanzeim.com>
Sent: Friday, February 9, 2024 3:23 PM
To: 
Shea Davy; Joseph Mancini
Ca Ayer, Robert E.; Jay Miner
Subject: RE: Bid 23-137 Chillers Replacement
we eB ee ee eee eR eee ee,
CAUTION: This email originated from outside of the organization.
Do not click links or open attachments unless you recognize the sender's email address and know the 1
content is safe,
ec an |
Shea/Joe,
As discussed ] reached out to Tucker Mechanical to clarify a couple things. | spoke with Brian Mohyde and he confirmed
the following:
1. Tucker's bid is based on the specified Trane chillers.
2. There is an additional deduct opportunity if we go with Taco pumps. Note: vanZelm would want to see the shop
drawing before we can agree to take $7,475 off the base price of $840, 445.
Also, Rob Ayer checked with the Trane Rep and he has confirmed that the delivery time is 36-40 weeks for the chillers.
Feel free to call anytime if you have any questions.
Have a good weekend.
Bill Donald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc.
T: (860) 284-5064 } D: (860) 764-0611 | C: (860) 729-1807
www. vanzelm.com | LinkedIn
From: Shea Davy <bdavy@waterfordct.org>
Sent: Monday, February 5, 2024 1:35 PM
To: Donald, Bill <WDonald@vanzelm.com>
Cc: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Yes, please. Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444.5842

860.440.0579 (fax)
Be aria
») Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. if you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Donald, Bill <WDonald@yanzelm.com>
Sent: Monday, February 5, 2024 1:34 PM
To: Shea Davy <bdavy@waterfordct.org>
Cc: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
I corre reel oe en
CAUTION: This email originated from outside of the organization. I
\ Do not click links or-open attachments unless you recognize the sender's email address and know the 1
content is safe,
Sa a
Shea,
Rob and | are good for Friday at 2PM. Shail | send out a Zoom invite to everyone?
Bill Donald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc.
T: (860) 284-5064 | D: (860) 764-0611 | C: (860) 729-1807
www. vanzelm.com |: Linkedin
From: Shea Davy <bdavy@waterfordct.org>
Sent: Monday, February 5, 2024 1:05 PM
To: Donald, Bill <WDonald@vanzelm.com>
Ce: Ayer, Robert FE. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfardschools.org>; Joseph Mancini
<jmancini@waterfordschoois.ore>
Subject: RE: Bid 23-137 Chillers Replacement
{am available between that time does 2pm work?
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.ore
860.444.5842
860.440.0579 (fax)

Sion of
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Donald, Bilf <WDonald@vanzelm.com>
Sent: Monday, February 5, 2024 10:13 AM
Ta: Shea Davy <bdavy@waterfordct.org>
Cc: Ayer, Robert £. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
ese aemkoems emeytaaetmemomemmtweeeeesecit
{ CAUTION: This email originated from outside of the organization. i
g
Do not click links or open attachments unless you recognize the sender's email address and know the 1
\ content is safe.
Hi Shea,
Could we have the Zoom meeting on Friday (02/09) between 1:30-4PM?
BHI Denald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc,
T: (860) 284-5064 | D: (860) 764-0641 | C: (860) 729-1807
www.vanzelm.com | Linkedin
From: Shea Davy <bdavy@waterfordct.org>
Sent: Tuesday, January 30, 2024 1:32 PM
To: Donald, Bill <WDonald@vanzelm.com>
Cc: Ayer, Robert E. <RAvyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<imancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Thank you Bill.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444.5842
860.440.0579 (fax)

Tarnsef
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Donaid, Bill <WOonald @vanzeim.com>
Sent: Tuesday, January 30, 2024 1:24 PM
Ta: Shea Davy <bdavy@waterfordct.org>
Ce: Ayer, Robert £. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<jmancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Laon en ele ee are are on
CAUTION: This email originated from outside of the organization. i
! Do not click links or open attachments unless you recognize the sender's email address and know the }
i content is safe.
Shea,
lam free the morning of 02/08 and anytime on 02/09.
Rob is away this week so | will check with him when he returns on Monday morning so we can lock in a date/time.
Bill Donald
Team Leader-Cammissioning Services
van Zelm Heywood & Shadford, Inc.
T: (860) 284-5064 | D: (860) 764-0611 | C: (860) 729-1807
www. vanzelm.com | Linkedin
From: Shea Davy <bda waterfordct.org>
Sent: Tuesday, January 30, 2024 1:16 PM
To: Donald, Bill <WOonald @vanzelm.com>
Cc: Ayer, Robert E. <RAyer@vanzelm.com>; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini
<imancini@waterfordschools.org>
Subject: RE: Bid 23-137 Chillers Replacement
Yes, we can try and schedule a zoom call. | am available 2/2, 2/8 & 2/9 anywhere between 9-12 and 1:30-4.
Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444 5842

860.440.0579 (fax)
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Donald, Bill <WDonald@vanzelm.com>
Sent: Tuesday, January 30, 2024 12:12 PM
To: Shea Davy <bdavy@waterfordet.org>
Ce: Ayer, Robert E. <RAyer@vanzelm.com>
Subject: RE: Bid 23-137 Chillers Replacement
5 CAUTION: This email originated from outside of the organization. l
1 Do not click links or open attachments unless you recognize the sender's email address and know the I
content is safe.
De an ne ee
Hi Shea,
lam unclear as to what is needed from vanzelm.
Should we try to have a Zoom meeting with yourself, Jay Miner and Joe Mancini to discuss the bids?
Bill Donald
Team Leader-Commissioning Services
van Zelm Heywood & Shadford, Inc.
T. (860) 284-5064 | D: (860) 764-0611 | C: (860) 729-1807
www.vanzelm.com { Linkedin
From: Shea Davy <bdavy@waterfordct.org>
Sent: Monday, January 29, 2024 9:29 AM
To: Ayer, Robert E. <RAver@vanzeilm.com>; Donald, Bill <WDonald@vanzelm.com>
Subject: RE: Bid 23-137 Chillers Replacement
Good morning,
tam following up on where we are at with the bids that have been received and the awarding.
Thank you.
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org

860.444.5842
860.440.0579 (fax)
Tan of
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. if you are not the intended recipient, any use, copying,
disclosure, dissernination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Shea Davy
Sent: Thursday, January 14, 2024 3:13 PM
To: ‘Ayer, Robert €.'<RAyer@vanzelm.com>; Donald, Bill <WDonald@vanzelm.com>
Cc; Jay Miner <jminer@waterfordschools.org>; Joseph Mancini <jmancini@waterfordschools.org>
Subject: Bid 23-137 Chillers Replacement
Good afternoon,
| am attaching a copy of each of the 5 bids received from today’s bid opening for the Chillers Replacement project. { will
also attach the bid tabulation sheet. | am going to try my best to send this in one email if allowed.
Thank you. Please let me know if you would like to pick up or if you would like for me to send you a physical copy.
Have a great night!
Shea Davy
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
bdavy@waterfordct.org
860.444.5842
860.440.0579 (fax)
Tan of
Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged information. If you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. If you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.

Tabolation tied
81d#23-137 Chilters Replecament Clark Lane Middle School
Janey 44, 2024 i 4 p.m.
Bally.”
HS aid Prdoing.
Action Air Systems. Hi44.444.06
F-+ F Machantoal Service, LLG $894,454.00
Ale Temp Mechaniesl Services, Inc. $998,000.00
$1.033.951,00
Add Alternate #152
MeKennay Mechanical Contractors, nc.-°
S846, 495.03
da AbtsSatind Walt $19,500, : :
Add Aletnate If specified diconnects (Nema 4X) are Fequired in fue
Nema 3 $20,000.00,
Tucker Mechanteat, lic,
Alt deduel S74

TOWN OF WATERFORD
TRANSFER REQUEST FORM
Inter-Department Transfer
Out of Services Transfer Request
TAX COLLECTOR
DEPARTMENT
APPROVED CURRENT ACCOUNT ACCOUNT _ REVISED
Budgat Available INCREASE: DECREASE! Available
Amount Budget Budget
Lino No. Org. Cade Object Code Object Description 0.00.
4 10106 52020 POSTAGE 7,500.00 (1,405.99) 2,600.00 594.01
2 10106 52030 PROFESSIONAL FEES 21,646.00 {6,240,72} §,300.00 $9.28
3 10106 $3010 OFFICE SUPPLIES 50.00 (329,40) 330.00 0.60
4 10106 54060 OFFICE EQUIPMENT 0.00 (2,429.06) 2,340.00 10.94
& 10112 $2200 WORKERS COMP INSURANG 704,267.00 100,964.16 (10,970.00) 89,994.16
0.00
TOTAL 10,970.00 (10,970.00)
Explanation
Postage rates increased after approved budget.
QDS increases due to increased cost of tax mailings.
Additional offica supplies needed to maintaic office.
New cash counting/counterfeit machine needed unexpectedly to replace broken machina.
Department Head Date
Director of Finance ate
First Selectman Qate
Commission/Board Approval Date
Revised 9/9/20

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