The Hickman County Finance Office will be accepting bids for a 3 year with a
mutual two-year extension option. "HVAC Replacement, Repair and Annual
Services Contract" - July 1, 2026 - June 30, 2029.
Bidders must be Tennessee-licensed mechanical contractors and must
provide proof of $1,000,000 liability insurance and workers' compensation
insurance. Insurance certificates must be attached to the bid.
All bidders must comply with TCA 49-5-406 as well as all applicable local,
state, and federal regulations governing work performed on school property.
All bidders must attach:
TN business license
1-million-dollar business insurance
Workers compensation insurance certificates to the bid
Background Acknowledgement Form
Iran Divestment Act Certification
Non-Boycott of Israel Certification
A conflict-of-interest disclosure form can be obtained at
https://ww.hickmank12.org/requestforproposal.
Specifications and Part B specs can be found online at:
https://www.hickmank12.org/requestforproposal
Sealed bids must be mailed or hand delivered to the Hickman County Finance
Office, 114 North Central Avenue, Suite 203, Centerville, TN 37033 and clearly
marked on the outside of the envelope "HVAC Replacement, Repair and
Annual Services Contract". Bids will be opened on May 11, 2026, at 10:00
a.m. in the Finance Office.
The Hickman County Board of Education reserves the right to accept or reject
any and all bids or parts of the bids and to waive any informalities that would
prevent the acceptance of a better bid.
Present Pensy Rochelle
4 Bids
Minty w eeral
Lee Company
NHS Mechanical
Matrix Mechanical Solutions
S.M. Lawrence
Please All attached
HVAC SERVICES BID FORM
Vendor Name: NHS MECHANICAL
Contact Name: Chris Miller
Phone: 615-708-0394
Email: cmiller@nhsmechanical.com
Date: 5/6/2026
1. Fire Damper Cleaning
Service every four (4) years per NFPA 80
Per Damper Charge:
$75.00
per damper
2. Annual Summer HVAC Services
Locations (10):
EHES, EHIS, EHMS, EHHS, CES, CIS, HCMS, HCHS, ANNEX BUILDING,
HCBOE
Scope of Work:
Coils, filters, belts, unit inspection, and unit run test
Annual Service Charge:
$ 47,892.00
3. HVAC Services - Labor Rates
Onsite standard rate for repairs and installation
Monday-Friday I 8:00 AM - 5:00 PM
Certified HVAC Technician (onsite):
$ 125.00
per hour
Helper/Laborer (onsite):
$ 105.00
per hour
Trip Charge:
$ 50.00
per day, per zip code
4. Refrigerant Charges
If bidder provides refrigerant; weighted in at installation
R22:
$ 169.00
per lb
R410A:
$ 65
per lb
R454B:
$80.00
per lb
Other (specify): Varies based on refrigerant cost
$ N/A
per lb
5. Flat Recovery Charges
Recovery/vacuum charge when required
Per Call / Per Unit:
$75.00
6. Parts and Materials Markup
Applies if bidder furnishes parts (fans, motors, compressors, control boards,
etc.)
Cost plus 35
% markup
Note: Parts invoice must be attached to every billing for transparency.
7. Miscellaneous Truck Parts
Includes items such as wire nuts, tape, fittings, conduit, etc.
Per Trip Charge:
$15.35
Bid Certification
I certify that the above pricing is accurate and valid for the bid period and
complies with all specifications.
Authorized Signature: SBL
Printed Name: Terry Burch
Title: Project Operations Manager
Date: 5/6/2024
Part B Specs:
3 year contract period : July 1, 2026 - June 30, 2029 with a mutual two-year
extension option.
Scope:
Repairs of existing equipment
In the event a unit requires repairs beyond normal minor same-day service
and standard repair parts, a quote must be submitted by email to the
Maintenance Director's office before any major components-such as
compressors-are ordered. A purchase order approval must be issued prior
to proceeding with or placing a hold on repairs for the unit.
Annual Summer Servicing
Annual summer servicing is to be completed in May - June, and not later
that July 15th.
The billing for the annual summer service will be pre-invoiced in May
each year.
Summer Service to include:
(Approximately 125 PTACS, 440 other HVAC units such as mini split, air handler, split
system, etc.)
Clean all condenser coils.
Evaporator coils to be inspected and cleaned as required.
Use the filters provided by HCBOE maintenance department.
Replace the belts as needed. Notify the HCBOE maintenance
department so they can provide the necessary belts for replacement.
Minor repairs such as low refrigerant, contactors, relays, or
thermostats are to be completed at the time of summer service as
needed.
Service and adjust tension bearings.
Boiler maintenance in the fall.
Tankless heaters to be serviced and flushed.
Report needed repairs to the HCBOE maintenance department prior
to moving to the next school SO that repairs may be approved while
the bidder technician is on site.
Please provide the HCBOE Maintenance Department with a list of all
findings, organized by the school.
East Hickman Elementary School
East Hickman Intermediate School
East Hickman Middle School
East Hickman High School
Centerville Elementary School
Centerville Intermediate School
Hickman County Middle School
Hickman County High School
Annex Building
Hickman County Board of Education
Fan motors checked, cleaned and unit to be run tested for proper
pressures and optimum performance.
Ensure that all units are fully functional for the upcoming school year
by July 25th of each year.
Installations
Any existing unit that is deemed condemned and no longer cost-effective to
repair by the Maintenance Director will be replaced with a newly installed
unit. In the event that a repair estimate exceeds the reasonable cost VS the
cost of a new unit, the Maintenance Director will purchase the equipment and
the bidder will provide a quote based on the hourly bid rate, truck parts,
transitions needed, and etc.
Fire Dampers
Fire dampers are to be cleaned and inspected 1 year after installation and
every 4 years after that.
Fusible links must be replaced every 4 years per NFPA 80 standards.
Damaged or corroded links must be replaced immediately.
Locate and clean all accessible duct fire dampers and or fresh air fire
dampers.
The bidder shall provide the maintenance director's office with a detailed
record per building of the inspection date, inspector's name and any required
repairs.
Response Time for Classroom Service Calls
All service calls related to classroom conditions shall receive a reasonably
prompt response, with same-day service expected whenever possible and no
later than the next business morning at a minimum. If the Contractor is
unable to meet this response timeframe, the Client reserves the right to
engage a secondary service contractor to address the issue as necessary,
without penalty.
Security
All bidders must check in at the front office upon arrival for every service trip to
any school building. A state-issued driver's license is required and will be
scanned into the background system. After check-in, you will be issued a visitor
pass sticker and may be escorted by Maintenance personnel to the required access
location if needed.
This procedure is mandatory. Even if the work being performed is outside, all
contractors must first report to the front office immediately upon entering school
grounds.
Note
Hickman County Schools reserves the right to have any unit installed
internally by district personnel or externally by other providers if it is
determined to be more cost-effective and the Maintenance Director deems
such action necessary.
Additionally, the Hickman County Board of Education may receive state or federal
grant funding that requires mechanical replacement projects to be bid under
separate guidelines. In such cases, this contract will not apply. Bidders may
choose to submit a separate bid for those projects if they wish to do so.
The Hickman County Board of Education reserves the right to establish and
enforce the following conditions.
Where it is determined to be cost-effective for the maintenance budget, Hickman
County Schools may provide the contractor with necessary materials and
supplies, including filters, units, or repair parts needed to complete the work. The
contractor's primary responsibility under this contract is to provide certified labor
technicians for diagnostics, repairs, services, and, when required, installations or
equipment startups.
Hickman County Schools reserves the right to install, repair, or replace units at
its discretion. Contractors will be informed at the time of service if the district
elects to proceed with alternative arrangements. The district reserves the right to
perform services internally or utilize other providers when deemed necessary.
Term, Fiscal Year, and Termination
This Agreement is for a term of three (3) consecutive fiscal years and shall
operate on a fiscal year basis.
Either party may terminate this Agreement for convenience by providing
written notice of termination to the other party at least sixty (60) calendar
days prior to the end of the applicable fiscal year. Any termination will
become effective only at the close of that fiscal year.
Upon delivery of a timely notice of termination, the Agreement shall expire
without further obligation at the end of the fiscal year, unless the parties agree
in writing to terminate it sooner or to submit any unresolved disputes to
arbitration. Arbitration shall not be required if both parties agree in written
format.
All notices of termination shall be in writing and delivered in accordance with
the notice provisions of this Agreement.
Trip Charge
Service call trip charge is limited to one trip charge per trip to the same zip
code. Multi trip charges will only be permitted if moving to a second zip code
but not to a second location in the same zip code.
Our zip codes for the 8 locations are Centerville Buildings 37033: CES, CIS,
HCMS, HCHS and Lyles Buildings 37098: EHES, EHIS, EHMS, EHHS.
Assignment, Sale, or Transfer of Contractor
In the event the Contractor sells, transfers, assigns, or otherwise conveys all
or substantially all of its business or assets, or if a successor contractor
seeks to assume this Agreement, the Contractor shall provide written notice
to the Hickman County Board of Education prior to such sale, transfer, or
assumption.
This Agreement shall not be assigned or assumed by any successor entity
without the prior written consent of the Hickman County Board of Education,
which consent may be withheld at the Board's sole discretion. The Board
expressly reserves the right, upon notice of such sale or proposed
assumption, to terminate this Agreement without penalty and to rebid the
services covered herein.
Any attempted assignment or assumption of this Agreement without
compliance with this provision shall be deemed a material breach of the
Agreement.
Subcontractors
The use of subcontractors that have not received prior written approval is
strictly prohibited. This Agreement is awarded solely to the bidder identified at
the time of bid award, and no portion of the work may be subcontracted
without the advance written approval of the Maintenance Director.
All proposed subcontractors must be submitted for review and approval prior
to performing any work under this Agreement. Approval of any subcontractor
shall be at the sole discretion of the Maintenance Director. The Contractor
shall remain fully responsible for the performance, acts, and omissions of any
approved subcontractor.
Any use of an unapproved subcontractor shall constitute a material breach of
this Agreement and may result in termination.
Background Check Acknowledgement Form
Contractor is required to meet al TCA 49-5-406, local, state, and federal laws
regarding "workers on school properties." The Hickman County Board of
Education further requires that no prior felons, drug offenders, or sexual
registered offenders work on any school properties.
Contractors will be required to wear contractor provided identification when
on school premises. The contractor may be asked to provide proof of
background check.
Signature: SBh
Print:
Terry Burch
Title: Project Operations Manager
Date: 5/6/2026
State of Tennessee
Non-Boycott of Israel Certification
The Bidder certifies that it is not currently engaged in and will not for the duration of the
contract engage in a boycott of Israel as defined by Tenn. Code § 12-4-119. This provision
shall not apply to contracts with a total value of less than two hundred fifty thousand
dollars ($250,000) or to contractors with less than ten (10) employees.
According to the law, a boycott of Israel means engaging in refusals to deal, terminating
business activities, or other commercial actions that are intended to limit commercial
relations with Israel, or companies doing business in or with Israel or authorized by,
licensed by, or organized under the laws of the State of Israel to do business, or persons or
entities doing business in Israel, when such actions are taken:
1. In compliance with, or adherence to, calls for a boycott of Israel, or
2. In a manner that discriminates on the basis of nationality, national origin, religion, or
other unreasonable basis, and is not based on a valid business reason. Tenn. Code
12-4-119
Signature: TBL
Print:
Terry Burch
Date: 5/6/2020
Phone/Email: thurch@nhs Medanical.com
IRAN DIVESTMENT ACT CERTIFICATION
I understand that under the Iran Divestment Act, T.C.A. 12-12-101 - 12-12-113,
political subdivisions in Tennessee are prohibited from entering into any
procurement or contract over $1,000 with a person who engages in
investment activities in Iran. The state's chief procurement officer, as required
by T.C.A. 12-12-106, has created a list of persons who engage in investment
activities in Iran. Any person who is on the list is ineligible to contract with any
political subdivision of the State of Tennessee, and any such contract will be
considered void under T.C.A. 12-12-110. The list is published on the
Tennessee Department of General Services' website at:
https://www.tn.gov/content/dam/tn/generalservices/documents/cpo/library/c
po-library/public-information-
library/List of persons pursuant to Tenn. Code Ann. 12-12-
106 Iran Divestment Act updated with NY06-07-23. pdf
CERTIFICATION
By submission of this bid, each bidder and each person signing on behalf of
any bidder certifies, and in the case of a joint bid each party thereto certifies
as to its own organization, under penalty of perjury, that to the best of its
knowledge and belief that each bidder is not on the list created pursuant to
T.C.A 12-12-106.
Bidder Name: Terry Burch
Bidder Signature: Bh
Date: 5/6/2026
Hickman County Government
Conflict of Interest Disclosure Form
The County Financial Management System of 1981 contains the most stringent conflict of
interest provisions. TCA $5-21-121 provides:
(a) The director, purchasing agent, members of the committee, members of the county
legislative body or other officials, employees, or members of the board of education
or highway commission shall not be financially interested or have any personal
beneficial interest, either directly or indirectly, in the purchase of any supplies,
materials, equipment or contractual services for the county.
(b) No firm, corporation, partnership, association or individual furnishing any such
supplies, materials, equipment or contractual services, shall give or offer, nor shall
the director or purchasing agent or any assistant or employee accept or receive
directly or indirectly from any person, firm, corporation, partnership or association
to whom any contract may be awarded, by rebate, gift or other otherwise, any
money or other things of value whatsoever, or any promise, obligation or contract for
future reward or compensation
Date: 5/6/2C Name: TBL
Please describe below any relationships, transactions, positions you hold (volunteer or
otherwise), or circumstances that you believe could contribute to a conflict of interest:
I have no conflict of interest to report.
I have the following conflict of interest to report (please specify any boards or
committees you (and/or your spouse) sit on, the name of your employer and any
businesses you or your spouse may own.
I hereby certify that the information set forth above is true and complete to the best of my
knowledge.
Date: 5/6/26 Signature: TBL
NASHVILLE AND DAVIDSON COUNTY BUSINESS
Davidson County Clerk's Office
TAX LICENSE
700 Second Avenue South, Suite 101
P.O. Box 196333
BUSINESS NUMBER
258395
Nashville, Tennessee 37219-6333
RECEIPT NUMBER
1047213
615-862-6254
THIS LICENSE EXPIRES
05/15/2027
OWNER(S)/OFFICER(S)
NATIONAL HVAC SERVICE
ROBERT LEHMAN
BUSINESS LOCATION ADDRESS
NATIONAL H.V.A.C. SERVICE, L.P.
NHS MECHANICAL
624 GRASSMERE PARK STE 8
149 PARK SOUTH COURT
NASHVILLE, TN 37211
NASHVILLE, TN 37210
MUST DISPLAY IN A CONSPICUOUS PLACE
Contact Metro Codes to verify this location is properly
zoned.
BUSINESS NUMBER
258395
CITY
COUNTY
RECEIPT NUMBER
1047213
TOTAL GROSS SALES
CLASSIFICATION
4
LESS DEDUCTIONS
BUSINESS TAX DUE
TAX PERIOD
(LESS CREDITS)
FROM
STARTED
MINIMUM TAX
TO
01/01/2026
PENALTY
INTEREST
NEW LICENSE FEE
15.00
15.00
THIS LICENSE EXPIRES 05/15/2027
TOTAL TAX DUE
15.00
15.00
ISSUE DATE
02/20/2026
COMBINED TOTAL
30.00
Brenda Wynn
BRENDA WYNN, COUNTY CLERK
J WALDEN
DEPUTY CLERK
STANDARD BUSINESS TAX LICENSE
TOTAL DUE
$30.60
USER
JWALDEN
CREDIT CARD
$30.60
STATION
WK205
AUTH NO.
096198
DRAWER
266
$0.00
SITE
I
CHANGE
WORK DATE
02/20/2026
PRINTED BY
JWALDEN
ACORD®
DATE (MM/DD/YYYY)
CERTIFICATE OF LIABILITY INSURANCE
4/1/2027
4/8/2026
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
CONTACT
PRODUCER Lockton Companies, LLC
NAME:
DBA Lockton Insurance Brokers, LLC in CA
PHONE
FAX
(A/C, No. Ext):
(A/C, No):
CA license #0F15767
E-MAIL
ADDRESS:
444 W. 47th St., Ste. 900
INSURER(S) AFFORDING COVERAGE
NAIC #
Kansas City MO 64112-1906
(816) 960-9000 kcasu@lockton.com
INSURER A: Greenwich Insurance Company
22322
INSURED
NATIONAL HVAC SERVICE DBA NHS MECHANICAL
INSURER B: XL Insurance America, Inc.
24554
1304803
149 PARK SOUTH COURT
INSURER C : Allied World National Assurance Company
10690
NASHVILLE TN 37210
INSURER D :
INSURER E:
INSURER F :
COVERAGES
CERTIFICATE NUMBER: 22494572
REVISION NUMBER: XXXXXXX
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
ADDL
SUBR
POLICY EFF
POLICY EXP
LTR
TYPE OF INSURANCE
INSD
WVD
POLICY NUMBER
(MM/DD/YYYY)
(MM/DD/YYYY)
LIMITS
A
COMMERCIAL GENERAL LIABILITY
N
N
RGD300147507
4/1/2026
4/1/2027
EACH OCCURRENCE
$ 2,000,000
DAMAGE TO RENTED
CLAIMS-MADE
OCCUR
PREMISES (Ea occurrence)
$ 1,000,000
MED EXP (Any one person)
$ 10,000
PERSONAL & ADV INJURY
$ 1,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERAL AGGREGATE
$ 4,000,000
POLICY
PRO-
JECT
LOC
PRODUCTS- COMP/OP AGG
$ 4,000,000
$
OTHER:
COMBINED SINGLE LIMIT
A
AUTOMOBILE LIABILITY
N
N
RAD943796407
4/1/2026
4/1/2027
(Ea accident)
$ 5,000,000
ANY AUTO
BODILY INJURY (Per person)
$ XXXXXXX
OWNED
SCHEDULED
BODILY INJURY (Per accident)
$ XXXXXXX
AUTOS ONLY
AUTOS
HIRED
NON-OWNED
PROPERTY DAMAGE
AUTOS ONLY
(Per accident)
$ XXXXXXX
AUTOS ONLY
XXXXXXX
C
UMBRELLA LIAB
OCCUR
N
N
0313-7473
4/1/2026
4/1/2027
EACH OCCURRENCE
$ 5,000,000
EXCESS LIAB
CLAIMS-MADE
AGGREGATE
$ 5,000,000
DED
RETENTION $0
$ XXXXXXX
WORKERS COMPENSATION
PER
OTH-
B
N
AND EMPLOYERS' LIABILITY
RWD300147607.
4/1/2026
4/1/2027
STATUTE
ER
B
Y/N
ANY PROPRIETOR/PARTNER/EXECUTIVE
STOP GAP: ND, OH, WA, WY
E.L. EACH ACCIDENT
$ 1,000,000
OFFICER/MEMBER EXCLUDED?
N
N/A
(Mandatory in NH)
EL DISEASE- EA EMPLOYEE
$ 1,000,000
If yes, describe under
DESCRIPTION OF OPERATIONS below
EL DISEASE- POLICY LIMIT
$ 1,000.000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
RE: METROPOLITAN BOARD OF PUBLIC EDUCATION, 2601 BRANSFORD AVENUE, NASHVILLE, TN 37204.
CERTIFICATE HOLDER
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
22494572
ACCORDANCE WITH THE POLICY PROVISIONS.
PURCHASING AGENT,
METROPOLITAN BOARD OF PUBLIC EDUCATION,
AUTHORIZED REPRESENTATIVE
2601 BRANSFORD AVENUE
NASHVILLE TN 37204
Josh M Amella
© 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03)
The ACORD name and logo are registered marks of ACORD
COUNTY SCHOOLS
*
1807
HVAC Services
Attn: Hickman County Finance Office
114 North Central Avenue STE 203
Centerville, TN 37033
HVAC Replacement, Repair and
Annual Services Contract
Bid date: Monday, May 11, 2026 @ 10:00 am
Submitted by:
LEE
LLEE
Hickman County Schools
HVAC Replacement, Repair and
Annual Services Contract
Monday, May 11, 2026 @ 10:00am
TABLE OF CONTENTS
Bid Form
Tennessee Contractor License
Background Check Acknowledgement
Form
State of Tennessee Non-Boycott of
Israel Certification
Iran Divestment Act Certification
Hickman County Government Conflict
of Interest Disclosure Form
Evidence of Insurance COI
Lee Company Overview
Lee Company Service Offerings
facilities solutions . home services . leecompany.com
HVAC SERVICES BID FORM
Vendor Name: Lee Company
Contact Name: John Sloan
Phone: 256-338-8411
Email: John.Sloan@LeeCompany.com
Date: 5/6/2026
1. Fire Damper Cleaning
Service every four (4) years per NFPA 80
Per Damper Charge:
$ 150.00
per damper
2. Annual Summer HVAC Services
Locations (10):
EHES, EHIS, EHMS, EHHS, CES, CIS, HCMS, HCHS, ANNEX BUILDING,
HCBOE
Scope of Work:
Coils, filters, belts, unit inspection, and unit run test
Annual Service Charge:
$69,705.00
3. HVAC Services - Labor Rates
Onsite standard rate for repairs and installation
Monday-Friday I 8:00 AM - 5:00 PM
Certified HVAC Technician (onsite):
$ 136.00
per hour
Helper/Laborer (onsite):
$ 136.00
per hour
Trip Charge:
$ 75.00
per day, per zip code
4. Refrigerant Charges
If bidder provides refrigerant; weighted in at installation
R22:
$ 75.00
per lb
R410A:
$ 25.00
per lb
R454B:
$ 40.00
per lb
Other (specify):
$
per lb
5. Flat Recovery Charges
Recovery/vacuum charge when required
Per Call / Per Unit:
$ 150.00
6. Parts and Materials Markup
Applies if bidder furnishes parts (fans, motors, compressors, control boards,
etc.)
Cost plus 30
% markup
Note: Parts invoice must be attached to every billing for transparency.
7. Miscellaneous Truck Parts
Includes items such as wire nuts, tape, fittings, conduit, etc.
Per Trip Charge:
$ 20.00
Bid Certification
I certify that the above pricing is accurate and valid for the bid period and
complies with all specifications.
Authorized Signature:
Printed Name: David B. Sims
Title: Director of operations
Date: 5/6/26
STATE OF TENNESSEE
DEPARTMENT OF
COMMERCE AND INSURANCE
5
LEE COMPANY
430959
ID NUMBER: 9255
LIC STATUS: ACTIVE
EXPIRATION DATE: October 31, 2027
BOARD FOR LICENSING CONTRACTORS
CONTRACTOR
THIS IS TO CERTIFY THAT ALL REQUIREMENTS
OF THE STATE OF TENNESSEE HAVE BEEN MET
LEE COMPANY
4057 RURAL PLAINS CIR
FRANKLIN, TN 37064
430959
State of Tennessee
BOARD FOR LICENSING CONTRACTORS
CONTRACTOR
LEE COMPANY
This is to certify that all requirements of the State of Tennessee have been met.
ID NUMBER: 9255
THE STATE OF
LIC STATUS: ACTIVE
EXPIRATION DATE: October 31, 2027
UNLIMITED; BC; CE; CMC; MU; S-Medical Gas
SCHEAT AGRICULTURE J
7796
IN-1313
DEPARTMENT OF
COMMERCE AND INSURANCE
BOARD FOR LICENSING CONTRACTORS
AREAS OF CERTIFICATION/MONEY LIMITS
UNLIMITED; BC; CE; CMC; MU; S-Medical Gas
Background Check Acknowledgement Form
Contractor is required to meet al TCA 49-5-406, local, state, and federal laws
regarding "workers on school properties." The Hickman County Board of
Education further requires that no prior felons, drug offenders, or sexual
registered offenders work on any school properties.
Contractors will be required to wear contractor provided identification when
on school premises. The contractor may be asked to provide proof of
background check.
Signature:
Print: David Sims
Title: Director of Operations
Date: 5/5/2026
State of Tennessee
Non-Boycott of Israel Certification
The Bidder certifies that it is not currently engaged in and will not for the duration of the
contract engage in a boycott of Israel as defined by Tenn. Code § 12-4-119. This provision
shall not apply to contracts with a total value of less than two hundred fifty thousand
dollars ($250,000) or to contractors with less than ten (10) employees.
According to the law, a boycott of Israel means engaging in refusals to deal, terminating
business activities, or other commercial actions that are intended to limit commercial
relations with Israel, or companies doing business in or with Israel or authorized by,
licensed by, or organized under the laws of the State of Israel to do business, or persons or
entities doing business in Israel, when such actions are taken:
1. In compliance with, or adherence to, calls for a boycott of Israel, or
2. In a manner that discriminates on the basis of nationality, national origin, religion, or
other unreasonable basis, and is not based on a valid business reason. Tenn. Code
§ 12-4-119
Signature: John
Print: David Sims
Date: 5/5/2026
Phone/Email: bsims@leecompany.com
IRAN DIVESTMENT ACT CERTIFICATION
I understand that under the Iran Divestment Act, T.C.A. 12-12-101 - 12-12-113,
political subdivisions in Tennessee are prohibited from entering into any
procurement or contract over $1,000 with a person who engages in
investment activities in Iran. The state's chief procurement officer, as required
by T.C.A. 12-12-106, has created a list of persons who engage in investment
activities in Iran. Any person who is on the list is ineligible to contract with any
political subdivision of the State of Tennessee, and any such contract will be
considered void under T.C.A. 12-12-110. The list is published on the
Tennessee Department of General Services' website at:
https://www.tn.gov/content/dam/tn/generalservices/documents/cpo/library//
po-library/public-information-
library/List of persons pursuant to Tenn. Code Ann. 12-12-
106 Iran Divestment Act updated with NY06-07-23.pdf
CERTIFICATION
By submission of this bid, each bidder and each person signing on behalf of
any bidder certifies, and in the case of a joint bid each party thereto certifies
as to its own organization, under penalty of perjury, that to the best of its
knowledge and belief that each bidder is not on the list created pursuant to
T.C.A 12-12-106.
Bidder Name: Lee Company
Bidder Signature:
Date: 5/5/2026
Hickman County Government
Conflict of Interest Disclosure Form
The County Financial Management System of 1981 contains the most stringent conflict of
interest provisions. TCA $5-21-121 provides:
(a) The director, purchasing agent, members of the committee, members of the county
legislative body or other officials, employees, or members of the board of education
or highway commission shall not be financially interested or have any personal
beneficial interest, either directly or indirectly, in the purchase of any supplies,
materials, equipment or contractual services for the county.
(b) No firm, corporation, partnership, association or individual furnishing any such
supplies, materials, equipment or contractual services, shall give or offer, nor shall
the director or purchasing agent or any assistant or employee accept or receive
directly or indirectly from any person, firm, corporation, partnership or association
to whom any contract may be awarded, by rebate, gift or other otherwise, any
money or other things of value whatsoever, or any promise, obligation or contract for
future reward or compensation.
Date: 5/5/2026
Name: David Sims
Please describe below any relationships, transactions, positions you hold (volunteer or
otherwise), or circumstances that you believe could contribute to a conflict of interest:
I have no conflict of interest to report.
I have the following conflict of interest to report (please specify any boards or
committees you (and/or your spouse) sit on, the name of your employer and any
businesses you or your spouse may own.
I hereby certify that the information set forth above is true and complete to the best of my
knowledge.
Date: 5/5/2026
Signature:
ACORD®
DATE (MM/DD/YYYY)
CERTIFICATE OF LIABILITY INSURANCE
3/1/2027
2/20/2026
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
CONTACT
PRODUCER Lockton Companies, LLC
NAME:
DBA Lockton Insurance Brokers, LLC in CA
PHONE
FAX
(A/C, No. Ext):
(A/C, No):
CA license #0F15767
E-MAIL
ADDRESS:
500 W. Monroe, Ste. 3400
INSURER(S) AFFORDING COVERAGE
NAIC #
Chicago IL 60661
INSURER A: Zurich American Insurance Company
16535
(312) 669-6900 midwestcertificates@lockton.com
INSURED
Lee Company
INSURER B : Starr Indemnity & Liability Company
38318
1501491
15050 State Highway 20
INSURER C : Travelers Property Casualty Company of America
25674
Madison, AL 35756
INSURER D :
INSURER E:
INSURER F :
COVERAGES
CERTIFICATE NUMBER: 21117387
REVISION NUMBER: XXXXXXX
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
ADDL
SUBR
POLICY EFF
POLICY EXP
LTR
TYPE OF INSURANCE
INSD
WVD
POLICY NUMBER
(MM/DD/YYYY)
(MM/DD/YYYY)
LIMITS
COMMERCIAL GENERAL LIABILITY
A
N
N
GLO 3537803-03
3/1/2026
3/1/2027
EACH OCCURRENCE
$ 2,000,000
DAMAGE TO RENTED
CLAIMS-MADE
OCCUR
PREMISES (Ea occurrence)
$ 1,000,000
MED EXP (Any one person)
$ 10,000
PERSONAL & ADV INJURY
$ 2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERAL AGGREGATE
$ 4,000,000
PRO-
POLICY
LOC
PRODUCTS - COMP/OP AGG
$ 4,000,000
JECT
$
OTHER:
COMBINED SINGLE LIMIT
A
AUTOMOBILE LIABILITY
N
N
BAP 3537804-03
3/1/2026
3/1/2027
(Ea accident)
$ 5,000,000
ANY AUTO
BODILY INJURY (Per person)
$ XXXXXXX
OWNED
SCHEDULED
BODILY INJURY (Per accident)
XXXXXXX
AUTOS ONLY
AUTOS
HIRED
NON-OWNED
PROPERTY DAMAGE
$ XXXXXXX
AUTOS ONLY
AUTOS ONLY
(Per accident)
$ XXXXXXX
C
UMBRELLA LIAB
OCCUR
N
N
CUP-C5438925
3/1/2026
3/1/2027
EACH OCCURRENCE
$ 10,000,000
EXCESS LIAB
CLAIMS-MADE
AGGREGATE
$ 10,000,000
DED
RETENTION $
XXXXXXX
PER
OTH-
WORKERS COMPENSATION
N
ER
A
WC 3537802-03
3/1/2026
3/1/2027
STATUTE
AND EMPLOYERS' LIABILITY
Y N
ANY PROPRIETOR/PARTNER/EXECUTIVE
E.L. EACH ACCIDENT
$ 1,000.000
OFFICER/MEMBER EXCLUDED?
N
N/A
(Mandatory in NH)
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
If yes, describe under
DESCRIPTION OF OPERATIONS below.
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
B
Excess Liability
N
N
1000588841261
3/1/2026
3/1/2027
$15,000,000 per Occurrence/Aggregate
C
Inland Marine
QT-630-5T394871-TIL-26
3/1/2026
3/1/2027
See Attachment
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
CERTIFICATE HOLDER
CANCELLATION See Attachment
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
21117387
ACCORDANCE WITH THE POLICY PROVISIONS.
Evidence of Insurance
AUTHORIZED REPRESENTATIVE
JIGGI
© 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03)
The ACORD name and logo are registered marks of ACORD
Attachment Code: D607064 Master ID: 1501491, Certificate ID: 21117387
Lee Company
Installation / Builders Risk
INSURER: Travelers Property Casualty Company of America
POLICY NUMBER: QT-630-5T394871-TIL-26
TERM: 3/1/2026 - 3/1/2027
Contractors Equipment - As per schedule on file with carrier
Coverage
Limit of Insurance
Deductible
Leased/Rented Equipment - Per Item
$250,000
$5,000
Installation / Builders Risk
$1,000,000
$10,000
Cargo - - Per Conveyance
$100,000
$5,000
LEE
Form of Business
S-Corporation
Date of Incorporation - April 5, 1965
Number of Years in Business
82 years (Since 1944)
60 years under current name (formerly Lee Refrigeration)
Number of Employees
1,700+ Employees: 400 Office Employees, 1,200+ Field Employees
Company Officers
Richard Perko, P.E. CEO
Rob Ivy
Chief Financial Officer
Robert Lunny
Chief Operating Officer
Office Locations
Corporate Office - Franklin, TN
Chattanooga, TN
Madison, AL
Murfreesboro, TN
Clarksville, TN
Knoxville, TN
Bowling Green, KY
Cookeville, TN
Financial Information
Last 5 Years of Revenue
Year
Revenue
2025
$ 454 Million
2024
$ 415 Million
2023
$ 370 Million
2022
$ 340 Million
2021
$ 304 Million
Bonding Company
Liberty Mutual
HUB International (formerly The Crichton Group)
3011 Armory Drive, Suite 250
Nashville, TN 37204 I (615) 383-9761
facilities solutions home services . leecompany.com
LEE
Bonding Limit
$125,000,000 aggregate
$60,000,000 single project
Banking
Pinnacle Financial Partners
Mr. Todd Carter
211 Commerce Street, Suite 300
Nashville, TN 37201
(615) 690-4064
Todd.carter@pnfp.com
Insurance
Travelers Insurance
One Tower Square
Hartford, CT 06183
Bodily Injury/Property Damage:
$ 1,000,000 each occurrence
Completed Operations:
$ 2,000,000
General Aggregate:
$ 2,000,000 per project
Umbrella:
$15,000,000
Professional Liability:
$ 1,000,000
facilities solutions home services leecompany.com
LEE
Facilities Solutions
COMPANY
Facility Services
HVAC Maintenance Programs
Electrical Services
Coil cleaning
Arc-flash ratings/NFPA 70E
Filter and belt replacement
Data logging/Test and balance
Technical inspection of equipment
EV-electrical vehicle charging
Explosion proof
Generator installation and maintenance
Plumbing Maintenance Programs
Industrial
Certification of backflow devices
Infrared testing
Inspections of plumbing fixtures and equipment
Lighting retrofits
Maintenance on water heaters/boilers
Load testing
Motor controls
Outdoor lighting/Pole lighting
HVAC Services
Service upgrades
Air compressors
Solar
Air handling units
Surge protection
Boilers
Transformer/Utility
Chillers
Troubleshooting
Cooling towers
Cooling/Heating problems
Technical Services
Driers
Air/Water test and balance
Equipment replacement
Annual code compliance services
Exhaust fans
Building automation systems
Heat wheels
Building commissioning, recommissioning and
Humidification/Dehumidification problems
retrocommissioning
Make-up air units
Building forensics
Noise Issues
Compressed air audits
Pumps
Energy retrofits, including VFD's
Refrigeration and refrigerant recovery
Energy star rating
Test labs
Fire damper inspections
VAV systems
Hot water energy management systems
HVAC and lighting control
Plumbing Services
Indoor air quality (IAQ)
Backflow devices
Life safety/Fire code compliance
Camera drain inspections
Med gas inspections
Drain jetting
Steam trap retrofits
Drain maintenance
Faucets
Hose bibbs/Wall faucets
Pumps
Sewer issues
Urinals
Water closets
Water heaters
Water leaks/drain/sewer problems
leecompany.com
LEE
Facilities Solutions
COMPANY
Manufacturing
Construction / Special Projects
Our shop provides custom manufactured products
Design and construction of mechanical and plumbing
and assemblies that help reduce downtime for
systems, our core business for decades, has helped us become
systems and processes for clients such as:
the "Premier Mechanical Services" provider in our markets.
Electrical contractors
General contractors
Our services include:
Government agencies
BIM/3D modeling
Healthcare facilities
Building automation controls
Industrial facilities
Design/Build services with in-house professional
Laboratories
engineers and designers
Duct and pipe insulation
Specialty contractors
Equipment installation
Utilities
Equipment startup and commissioning
Wastewater contractors
Field supervision
Geothermal systems
LEED AP's
Our products include:
Medical gases
Access ladders
Pipe fitting
Air filtrations systems
Plumbing
Booths for welding, grinding, and other work
Pre-construction service/estimating
Complete pre-fabricated mechanical
Pre-fabrication/logistics
and plumbing piping systems
Project management
Custom enclosures for ATM's/electrical/
Project scheduling
fire protection/plumbing/conditioned. spaces/indoor
Sheet metal
and outdoor applications/etc.
Shop/Coordination drawings
Custom equipment modifications
Site work
Emergency pipe replacement spools
Test and balance
Guard shacks
Variable refrigerant flow systems (VRF/VRV)
Honed/Drilled materials
Water treatment
Humidification
Welding
HVAC control systems
Industrial pipe spools
Pipe fabrication
Rooftop unit curb adaptors
Security bar, frame and grate systems
Service and operating platforms for all
types of equipment
Sheet metal fabrication
Skid-mounted equipment (MPE, industrial process, etc.)
Specialty climate-controlled enclosures
Specialty firearms lockers and safes
Steel fabrication
leecompany.com
2
fm
Facilities Solutions
A Service of
LEE
Facility Management & Maintenance
An integrated service providing clients with access to an experienced and skilled team dedicated to support
your business and facility's day to day operations, repair and maintenance needs.
HVAC
Managed Projects
Equipment installation and replacement
Site and parking lots
Equipment repair and service
Roofs
Inspections and diagnostics
Flooring
Planned maintenance (filters, belts, cleaning)
Painting
Minor interior refresh and reconfigurations
Building exterior, windows, siding
Industrial floor coatings
Plumbing
Inspections and diagnostics
Fixture repair and replacement
Services
Water heaters
Exterior high pressure wash
Fencing
Floor care (carpet, tile, wood)
Electrical
Janitorial
Circuit modifications
Landscaping
Exit signs
Lawn care
Exterior lighting
Parking lot
Inspections and maintenance
Pest control
Lamp and ballast repair and replacement
Window cleaning
Lighting maintenance
Receptacles, breakers and panels
General Maintenance
24/7 emergency service
Carpentry
Carpet/Tile
Ceiling
Concrete
Doors and windows
Drywall
Painting
Roofing
Site utilities/Grading
leecompany.com
HVAC SERVICES BID FORM
Vendor Name:
S.M. Lawrence
Contact Name: Rex Ruddle
Phone: 615-248-2813
Email: Service@SmLawrence.com
Date: 5-8-2024
1. Fire Damper Cleaning
Service every four (4) years per NFPA 80
Per Damper Charge:
$ 40.00
per damper
2. Annual Summer HVAC Services
Locations (10):
EHES, EHIS, EHMS, EHHS, CES, CIS, HCMS, HCHS, ANNEX BUILDING,
HCBOE
Scope of Work:
Coils, filters, belts, unit inspection, and unit run test
Annual Service Charge:
$ 38,800.00
3. HVAC Services - Labor Rates
Onsite standard rate for repairs and installation
Monday-Friday I 8:00 AM - 5:00 PM
Certified HVAC Technician (onsite):
$ 120.00
per hour
Helper/Laborer (onsite):
$ 95.00
per hour
Trip Charge:
$ 50.00
per day, per zip code
4. Refrigerant Charges
If bidder provides refrigerant; weighted in at installation
R22:
$ 100.00
per lb
R410A:
$ 50.00
per lb
R454B:
$ 90.00
per lb
Other (specify):
$
per lb
5. Flat Recovery Charges
Recovery/vacuum charge when required
Per Call / Per Unit:
$ 55.00
6. Parts and Materials Markup
Applies if bidder furnishes parts (fans, motors, compressors, control boards,
etc.)
Cost plus 35 % markup
Note: Parts invoice must be attached to every billing for transparency.
7. Miscellaneous Truck Parts
Includes items such as wire nuts, tape, fittings, conduit, etc.
Per Trip Charge:
$ 20.00
Bid Certification
I certify that the above pricing is accurate and valid for the bid period and
complies with all specifications.
Authorized Signature: Van High
Printed Name: Van Right
Title: V.P. of Operations
Date: 5/8/2026
Background Check Acknowledgement Form
Contractor is required to meet al TCA 49-5-406, local, state, and federal laws
regarding "workers on school properties." The Hickman County Board of
Education further requires that no prior felons, drug offenders, or sexual
registered offenders work on any school properties.
Contractors will be required to wear contractor provided identification when
on school premises. The contractor may be asked to provide proof of
background check.
Signature: Van High
Print:
Van Kight
Title:
V.P. of Operations
Date:
5/8/2026
State of Tennessee
Non-Boycott of Israel Certification
The Bidder certifies that it is not currently engaged in and will not for the duration of the
contract engage in a boycott of Israel as defined by Tenn. Code § 12-4-119. This provision
shall not apply to contracts with a total value of less than two hundred fifty thousand
dollars ($250,000) or to contractors with less than ten (10) employees.
According to the law, a boycott of Israel means engaging in refusals to deal, terminating
business activities, or other commercial actions that are intended to limit commercial
relations with Israel, or companies doing business in or with Israel or authorized by,
licensed by, or organized under the laws of the State of Israel to do business, or persons or
entities doing business in Israel, when such actions are taken:
1. In compliance with, or adherence to, calls for a boycott of Israel, or
2. In a manner that discriminates on the basis of nationality, national origin, religion, or
other unreasonable basis, and is not based on a valid business reason. Tenn. Code
$ 12-4-119
Signature: Van Kept
Print:
Van Kight
Date: 5/8/2026
Phone/Email: 615 - 846 0060 VKight@SmLawrence.com
IRAN DIVESTMENT ACT CERTIFICATION
I understand that under the Iran Divestment Act, T.C.A. 12-12-101 - 12-12-113,
political subdivisions in Tennessee are prohibited from entering into any
procurement or contract over $1,000 with a person who engages in
investment activities in Iran. The state's chief procurement officer, as required
by T.C.A. 12-12-106, has created a list of persons who engage in investment
activities in Iran. Any person who is on the list is ineligible to contract with any
political subdivision of the State of Tennessee, and any such contract will be
considered void under T.C.A. 12-12-110. The list is published on the
Tennessee Department of General Services' website at:
https://www.tn.gov/content/dam/tn/generalservices/documents/cpo/library/c
po-library/public-information-
library/List of persons pursuant to Tenn. Code Ann. 12-12-
106 Iran Divestment Act updated with NY06-07-23.pdf
CERTIFICATION
By submission of this bid, each bidder and each person signing on behalf of
any bidder certifies, and in the case of a joint bid each party thereto certifies
as to its own organization, under penalty of perjury, that to the best of its
knowledge and belief that each bidder is not on the list created pursuant to
T.C.A 12-12-106.
Bidder Name: S.M. Lawrence - Van Kight
Bidder Signature:
Van tep
Date:
5/8/2026
Hickman County Government
Conflict of Interest Disclosure Form
The County Financial Management System of 1981 contains the most stringent conflict of
interest provisions. TCA $5-21-121 provides:
(a) The director, purchasing agent, members of the committee, members of the county
legislative body or other officials, employees, or members of the board of education
or highway commission shall not be financially interested or have any personal
beneficial interest, either directly or indirectly, in the purchase of any supplies,
materials, equipment or contractual services for the county.
(b) No firm, corporation, partnership, association or individual furnishing any such
supplies, materials, equipment or contractual services, shall give or offer, nor shall
the director or purchasing agent or any assistant or employee accept or receive
directly or indirectly from any person, firm, corporation, partnership or association
to whom any contract may be awarded, by rebate, gift or other otherwise, any
or other things of value whatsoever, or any promise, obligation or contract for
Date: future money 5/8/2016 reward or Name: compensation. Vankisht Van A
Please describe below any relationships, transactions, positions you hold (volunteer or
otherwise), or circumstances that you believe could contribute to a conflict of interest:
I have no conflict of interest to report.
I have the following conflict of interest to report (please specify any boards or
committees you (and/or your spouse) sit on, the name of your employer and any
businesses you or your spouse may own.
I hereby certify that the information set forth above is true and complete to the best of my
knowledge.
Date: 5/8/2026 Signature: Van !
HVAC SERVICES BID FORM
Vendor Name: Matrix Mechanical Solutions, LLC
Contact Name: Daniel D. Enbarbs
Phone: 615-879-6420
Email: danie1@matio mechanicalstutions.com
Date: 5-1-26
1. Fire Damper Cleaning
Service every four (4) years per NFPA 80
Per Damper Charge:
$ 110
per damper
2. Annual Summer HVAC Services
Locations (10):
EHES, EHIS, EHMS, EHHS, CES, CIS, HCMS, HCHS, ANNEX BUILDING,
HCBOE
Scope of Work:
Coils, filters, belts, unit inspection, and unit run test
Annual Service Charge:
$60,000.00
3. HVAC Services - Labor Rates
Onsite standard rate for repairs and installation
Monday-Friday I 8:00 AM - 5:00 PM
Certified HVAC Technician (onsite):
$ 110
per hour
7 I Page
Helper/Laborer (onsite):
$ 90
per hour
Trip Charge:
$ 110
per day, per zip code
4. Refrigerant Charges
If bidder provides refrigerant; weighted in at installation
R22:
$ 150
per lb
R410A:
$ 75
per lb
R454B:
$ 75
per lb
Other (specify):
$ 75
per lb
5. Flat Recovery Charges
Recovery/vacuum charge when required
Per Call / Per Unit:
$
150
6. Parts and Materials Markup
Applies if bidder furnishes parts (fans, motors, compressors, control boards,
etc.)
Cost plus 20
% markup
Note: Parts invoice must be attached to every billing for transparency.
8 I Page
7. Miscellaneous Truck Parts
Includes items such as wire nuts, tape, fittings, conduit, etc.
Per Trip Charge:
$ 50 $
Bid Certification
I certify that the above pricing is accurate and valid for the bid period and
complies with all specifications.
Authorized Signature: DIOSS
Printed Name: DanielD. Eubanks
Title: CEO
Date: 5-1-26
9 I Page
Background Check Acknowledgement Form
Contractor is required to meet al TCA 49-5-406, local, state, and federal laws
regarding "workers on school properties." The Hickman County Board of
Education further requires that no prior felons, drug offenders, or sexual
registered offenders work on any school properties.
Contractors will be required to wear contractor provided identification when
on school premises. The contractor may be asked to provide proof of
background check.
Signature: Oloc
Print: Daniel D. Eubanks
Title: CEO
Date: 5-1-26
10 I Page
State of Tennessee
Non-Boycott of Israel Certification
The Bidder certifies that it is not currently engaged in and will not for the duration of the
contract engage in a boycott of Israel as defined by Tenn. Code § 12-4-119. This provision
shall not apply to contracts with a total value of less than two hundred fifty thousand
dollars ($250,000) or to contractors with less than ten (10) employees.
According to the law, a boycott of Israel means engaging in refusals to deal, terminating
business activities, or other commercial actions that are intended to limit commercial
relations with Israel, or companies doing business in or with Israel or authorized by,
licensed by, or organized under the laws of the State of Israel to do business, or persons or
entities doing business in Israel, when such actions are taken:
1. In compliance with, or adherence to, calls for a boycott of Israel, or
2. In a manner that discriminates on the basis of nationality, national origin, religion, or
other unreasonable basis, and is not based on a valid business reason. Tenn. Code
$ 12-4-119
Signature: 0.005
Print: Daniel D. Eubanks
Date: 5-1-26
Phone/Email:
11 I Page
IRAN DIVESTMENT ACT CERTIFICATION
I understand that under the Iran Divestment Act, T.C.A. 12-12-101 - 12-12-113,
political subdivisions in Tennessee are prohibited from entering into any
procurement or contract over $1,000 with a person who engages in
investment activities in Iran. The state's chief procurement officer, as required
by T.C.A. 12-12-106, has created a list of persons who engage in investment
activities in Iran. Any person who is on the list is ineligible to contract with any
political subdivision of the State of Tennessee, and any such contract will be
considered void under T.C.A. 12-12-110. The list is published on the
Tennessee Department of General Services' website at:
https://www.tn.gov/content/dam/tn/generalservices/documents/cpo/library/o
po-library/public-information-
library/List of persons pursuant to Tenn. Code Ann. 12-12-
106 Iran Divestment Act updated with NY06-07-23.pdf
CERTIFICATION
By submission of this bid, each bidder and each person signing on behalf of
any bidder certifies, and in the case of a joint bid each party thereto certifies
as to its own organization, under penalty of perjury, that to the best of its
knowledge and belief that each bidder is not on the list created pursuant to
T.C.A 12-12-106.
Bidder Name: Matrix Mechanical Solutions, LLC
Bidder Signature: Dallas
Date: 5-1-26
12 I Page
Hickman County Government
Conflict of Interest Disclosure Form
The County Financial Management System of 1981 contains the most stringent conflict of
interest provisions. TCA $5-21-121 provides:
(a) The director, purchasing agent, members of the committee, members of the county
legislative body or other officials, employees, or members of the board of education
or highway commission shall not be financially interested or have any personal
beneficial interest, either directly or indirectly, in the purchase of any supplies,
materials, equipment or contractual services for the county.
(b) No firm, corporation, partnership, association or individual furnishing any such
supplies, materials, equipment or contractual services, shall give or offer, nor shall
the director or purchasing agent or any assistant or employee accept or receive
directly or indirectly from any person, firm, corporation, partnership or association
to whom any contract may be awarded, by rebate, gift or other otherwise, any
money or other things of value whatsoever, or any promise, obligation or contract for
future reward or compensation.
Date: 5-1-26
Name: Matrix Mechanical Solutions, LLC
Please describe below any relationships, transactions, positions you hold (volunteer or
otherwise), or circumstances that you believe could contribute to a conflict of interest:
I have no conflict of interest to report.
I have the following conflict of interest to report (please specify any boards or
committees you (and/or your spouse) sit on, the name of your employer and any
businesses you or your spouse may own.
I hereby certify that the information set forth above is true and complete to the best of my
knowledge.
Date: 5-1-26
Signature: Oldr
13 I Page
MATRMEC-02
KFEREBEE
ACORD
DATE (MM/DD/YYYY)
CERTIFICATE OF LIABILITY INSURANCE
4/28/2026
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
CONTACT
PRODUCER
NAME:
Morrison & Fuson Insurance Agency, Inc.
PHONE
FAX
(A/C, No, Ext):
(615) 446-8087
(A/C, No):
(615) 446-4617
104 Church Street
E-MAIL
Dickson, TN 37055
mfins@fusonins.com
ADDRESS:
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Erie Insurance Company
26263
INSURED
INSURER B: Erie Ins Exch
26271
Matrix Mechanical Solutions, LLC
INSURER C : Accident Fund Ins Co Of Amer
10166
Kim Stiles
9743 Old Hillsboro Rd
INSURER D:
Bon Aqua, TN 37025
INSURER E:
INSURER F:
COVERAGES
CERTIFICATE NUMBER:
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
ADDL
SUBR
POLICY EFF
POLICY EXP
LTR
TYPE OF INSURANCE
INSD
WVD
POLICY NUMBER
(MM/DD/YYYY)
(MM/DD/YYYY)
LIMITS
A
COMMERCIAL GENERAL LIABILITY
1,000,000
EACH OCCURRENCE
$
2/6/2027
DAMAGE TO RENTED
CLAIMS-MADE
OCCUR
X
Q61-0362950
2/6/2026
1,000,000
PREMISES (Ea occurrence)
$
MED EXP (Any one person)
$
5,000
1,000,000
PERSONAL & ADV INJURY
$
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERAL AGGREGATE
$
2,000,000
PRO-
2,000,000
POLICY
JECT
LOC
PRODUCTS COMP/OP AGG
$
OTHER:
$
B
COMBINED SINGLE LIMIT
1,000,000
AUTOMOBILE LIABILITY
(Ea accident)
$
ANY AUTO
Q02-0640069
2/6/2026
2/6/2027
BODILY INJURY (Per person)
$
OWNED
SCHEDULED
AUTOS ONLY
AUTOS
BODILY INJURY (Per accident)
$
PROPERTY DAMAGE
HIRED
NON-OWNED
AUTOS ONLY
(Per accident)
$
AUTOS ONLY
$
B
UMBRELLA LIAB
OCCUR
EACH OCCURRENCE
$
7,000,000
EXCESS LIAB
CLAIMS-MADE
Q26-0670423
2/6/2026
2/6/2027
AGGREGATE
$
7,000,000
DED
RETENTION $
0
$
C
WORKERS COMPENSATION
PER
OTH-
STATUTE
ER
AND EMPLOYERS' LIABILITY
Y/N
100133554
11/15/2025
11/15/2026
1,000,000
ANY PROPRIETOR/PARTNER/EXECUTIVE
E.L. EACH ACCIDENT
$
OFFICER/MEMBER EXCLUDED?
N
N/A
1,000,000
(Mandatory in NH)
E.L. DISEASE- EA EMPLOYEE
$
If yes, describe under
1,000,000
DESCRIPTION OF OPERATIONS below
E.L. DISEASE - POLICY LIMIT
$
A
Equipment Floater
Q61-0362950
2/6/2026
2/6/2027
Floater
1,215,000
A
Rented/Leased Equip
Q61-0362950
2/6/2026
2/6/2027
R/L Limit
75,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
Hickman County Schools is identified as Additional Insured with respect to General Liability per written contract.
CERTIFICATE HOLDER
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Hickman County Schools
ACCORDANCE WITH THE POLICY PROVISIONS.
115 Murphree Avenue
Centerville, TN 37033
AUTHORIZED REPRESENTATIVE
the
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
THE
STATE
J
STATE OF TENNESSEE
DEPARTMENT OF REVENUE
Business Tax Filing Status Certificate
April 5, 2026
Letter ID:
L1409359296
DANIEL EUBANKS
Account ID:
1001782120-BUS
MATRIX MECHANICAL SOLUTIONS, LLC
9743 OLD HILLSBORO RD
Account Type:
Business Tax
BON AQUA TN 37025-1542
Dear MATRIX MECHANICAL SOLUTIONS, LLC:
This certificate confirms the business tax filing status of Retailer for the above-named taxpayer. The
certificate is valid beginning April 15, 2026 and expiring on April 15, 2027 for the following location:
Location ID:
1001683765
Location Address:
MATRIX MECHANICAL SOLUTIONS, LLC
9743 OLD HILLSBORO RD
BON AQUA TN 37025-1542
According to Tenn. Code Ann. § 67-4-720, a vendor that receives a certificate from a
customer shall not owe additional tax, nor be refunded tax, based on a retroactive change
in the customer's filing status as a wholesaler or retailer during the certificate's effective
period.
The taxpayer may furnish its supplier(s) with a COPY of the enclosed certificate upon vendor(s)
request. Vendors may rely on the certificate for transactions occurring during the certificate's
effective period for the purpose of determining their business liability. The original certificate
should be retained for the taxpayer's records. The vendor must maintain a file copy as evidence
of their business tax filings.
Tennessee Department of Revenue
Business Tax Filing Status Certificate
Location Address:
Effective Period Begin: April 15, 2026
MATRIX MECHANICAL SOLUTIONS, LLC
Effective Period End: April 15, 2027
9743 OLD HILLSBORO RD
Filing Status:
Retailer
BON AQUA TN 37025-1542
Location ID:
1001683765
Hickman County
Business Tax Standard License
April 8, 2026
Letter ID:
L1993956800
MATRIX MECHANICAL SOLUTIONS, LLC
9743 OLD HILLSBORO RD
Expiration Date:
15-May-2027
BON AQUA TN 37025-1542
Return Due By:
15-Apr-2027
The business tax license printed below certifies the receipt and approval of your business tax
license application or the renewal of a license for your existing business. The license is valid until
the expiration date noted above. Your license number is 1001344093 and your classification is 4.
The certificate must be displayed publicly at the location for which it is issued.
All business tax returns are required to be filed and the payment remitted electronically. Your
return is due on April 15, 2027. Please visit www.tn.gov/revenue for additional information.
Note: This license does not permit operation unless properly zoned and/or in compliance
with all other applicable state, county, or city laws, rules and regulations. Also, as required
by Tenn. Code Ann. § 39-17-1801 et seq., businesses must comply with all provisions of the
Tennessee Non-Smoker Protection Act.
DETACH LICENSE BELOW AND DISPLAY IN PUBLIC AREA
Hickman County
Business Tax Standard License
This certificate must be publicly displayed.
OF
THE
MATRIX MECHANICAL SOLUTIONS, LLC
Date Issued:
08-Apr-2026
9743 OLD HILLSBORO RD
Classification:
4
BON AQUA TN 37025-1542
RE
Letter ID:
L1993956800
License Number:
1001344093
Expiration Date:
15-May-2027
W-9
Request for Taxpayer
Give form to the
Form
(Rev. March 2024)
Identification Number and Certification
requester. Do not
Department of the Treasury
send to the IRS.
Internal Revenue Service
Go to www.irs.gov/FormW9 for instructions and the latest information.
Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below.
1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's name on line 1. and enter the business/disregarded
entity's name on line 2.)
Matrix Mechanical Solutions, LLC
2 Business name/disregarded entity name, if different from above.
3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check
4 Exemptions (codes apply only to
only one of the following seven boxes.
certain entities, not individuals;
see instructions on page 3):
See Specific Instructions on page 3.
Individual/sole proprietor
C corporation
S corporation
Partnership
Trusl/estate
LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership)
Exempt payee code (if any)
Print or type.
Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax
classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate
Exemption from Foreign Account Tax
box for the tax classification of its owner.
Compliance Act (FATCA) reporting
code (if any)
Other (see instructions)
3b If on line 3a you checked "Partnership" or "Trust/estate," or checked "LLC" and entered "P" as its tax classification,
(Applies to accounts maintained
and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check
outside the United States.)
this box if you have any foreign partners, owners, or beneficiaries. See instructions
5 Address (number, street, and apt. or suite no.). See instructions.
Requester's name and address (optional)
9743 Old Hillsboro Road
6 City, state, and ZIP code
Bon Aqua, TN 37025
7 List account number(s) here (optional)
Part I Taxpayer Identification Number (TIN)
Social security number
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid
backup withholding. For individuals, this is generally your social security number (SSN). However, for a
-
I
resident alien, sole proprietor, or disregarded entity, see the instructions for Part 1, later. For other
entities, it is your employer identification number (EIN). If you do not have a number, see How to get a
or
TIN, later.
Employer identification number
Note: If the account is in more than one name, see the instructions for line 1. See also What Name and
Number To Give the Requester for guidelines on whose number to enter.
85 - 3995388
Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and
2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) i have not been notified by the Internal Revenue
Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am
no longer subject to backup withholding; and
3. I am a U.S. citlzen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding
because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid,
acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments
other than interest and dividends, OLERS you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
Sign
Signature of
Here
Date 02/18/2026
U.S. person
New line 3b has been added to this form. A flow-through entity is
General Instructions
required to complete this line to indicate that it has direct or indirect
Section references are to the Internal Revenue Code unless otherwise
foreign partners, owners, or beneficiaries when it provides the Form W-9
noted.
to another flow-through entity in which it has an ownership interest. This
change is intended to provide a flow-through entity with information
Future developments. For the latest Information about developments
related to Form W-9 and its instructions, such as legislation enacted
regarding the status of its indirect foreign partners, owners, or
beneficiaries, so that it can satisfy any applicable reporting
after they were published, go to www.irs.gov/FormW9.
requirements. For example, a partnership that has any indirect foreign
What's New
partners may be required to complete Schedules K-2 and K-3. See the
Partnership Instructions for Schedules K-2 and K-3 (Form 1065).
Line 3a has been modified to clarify how a disregarded entity completes
this line. An LLC that is a disregarded entity should check the
Purpose of Form
appropriate box for the tax classification of its owner. Otherwise, it
An individual or entity (Form W-9 requester) who is required to file an
should check the "LLC" box and enter its appropriate tax classification.
information return with the IRS is giving you this form because they
Cat. No. 10231X
Form W-9 (Rev. 3-2024)

## Table 1

| R22: |  |
| --- | --- |
| $ 169.00 | per lb |
| R410A: |  |
| $ 65 | per lb |
| R454B: |  |
| $80.00 | per lb |
| Other (specify): Varies | based on refrigerant cost |
| $ N/A | per lb |

## Table 2

| Signature: | SBh |
| --- | --- |
| Print: | Terry Burch |
| Title: | Project Operations Manager |
| Date: | 5/6/2026 |

## Table 3

| Signature: | TBL |
| --- | --- |
| Print: | Terry Burch |
| Date: | 5/6/2020 |
| Phone/Email: | thurch@nhs Medanical.com |

## Table 4

| Bidder Name: | Terry Burch |
| --- | --- |
| Bidder Signature: | Bh |
| Date: | 5/6/2026 |

## Table 5

| BUSINESS NUMBER | 258395 |
| --- | --- |
| RECEIPT NUMBER | 1047213 |
| THIS LICENSE EXPIRES | 05/15/2027 |

## Table 6

|  | CITY | COUNTY |
| --- | --- | --- |
| TOTAL GROSS SALES |  |  |
| LESS DEDUCTIONS |  |  |
| BUSINESS TAX DUE (LESS CREDITS) |  |  |
| MINIMUM TAX |  |  |
| PENALTY |  |  |
| INTEREST |  |  |
| NEW LICENSE FEE | 15.00 | 15.00 |
| TOTAL TAX DUE | 15.00 | 15.00 |

## Table 7

| BUSINESS NUMBER | 258395 |
| --- | --- |
| RECEIPT NUMBER | 1047213 |
| CLASSIFICATION | 4 |

## Table 8

| FROM | STARTED |
| --- | --- |
| TO | 01/01/2026 |

## Table 9

| USER | JWALDEN |
| --- | --- |
| STATION | WK205 |
| DRAWER | 266 |
| SITE | I |
| WORK DATE | 02/20/2026 |
| PRINTED BY | JWALDEN |

## Table 10

| TOTAL DUE | $30.60 |
| --- | --- |
| CREDIT CARD | $30.60 |
| AUTH NO. | 096198 |
| CHANGE | $0.00 |

## Table 11

| CONTACT NAME: |  |
| --- | --- |
| PHONE (A/C, No. Ext): | FAX (A/C, No): |
| E-MAIL ADDRESS: |  |

## Table 12

|  |  |  |
| --- | --- | --- |
|  | INSURER(S) AFFORDING COVERAGE | NAIC # |
| INSURER A: | Greenwich Insurance Company | 22322 |
| INSURER B: | XL Insurance America, Inc. | 24554 |
| INSURER C : | Allied World National Assurance Company | 10690 |
| INSURER D : |  |  |
| INSURER E: |  |  |
| INSURER F : |  |  |

## Table 13

| LIMITS |  |
| --- | --- |
| EACH OCCURRENCE | $ 2,000,000 |
| DAMAGE TO RENTED PREMISES (Ea occurrence) | $ 1,000,000 |
| MED EXP (Any one person) | $ 10,000 |
| PERSONAL & ADV INJURY | $ 1,000,000 |
| GENERAL AGGREGATE | $ 4,000,000 |
| PRODUCTS- COMP/OP AGG | $ 4,000,000 |
|  | $ |
| COMBINED SINGLE LIMIT (Ea accident) | $ 5,000,000 |
| BODILY INJURY (Per person) | $ XXXXXXX |
| BODILY INJURY (Per accident) | $ XXXXXXX |
| PROPERTY DAMAGE (Per accident) | $ XXXXXXX |
|  | XXXXXXX |
| EACH OCCURRENCE | $ 5,000,000 |
| AGGREGATE | $ 5,000,000 |
|  | $ XXXXXXX |
| [X] PER OTH- STATUTE ER |  |
| E.L. EACH ACCIDENT | $ 1,000,000 |
| EL DISEASE- EA EMPLOYEE | $ 1,000,000 |
| EL DISEASE- POLICY LIMIT | $ 1,000.000 |
|  |  |

## Table 14

| INSR LTR | TYPE OF INSURANCE | ADDL INSD | SUBR WVD | POLICY NUMBER | POLICY EFF (MM/DD/YYYY) | POLICY EXP (MM/DD/YYYY) |
| --- | --- | --- | --- | --- | --- | --- |
| A | [X] [X] [X] COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: PRO- POLICY JECT LOC OTHER: | N | N | RGD300147507 | 4/1/2026 | 4/1/2027 |
| A | [X] AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON-OWNED AUTOS ONLY AUTOS ONLY | N | N | RAD943796407 | 4/1/2026 | 4/1/2027 |
| C | [X] [X] [X] UMBRELLA LIAB OCCUR EXCESS LIAB CLAIMS-MADE DED RETENTION $0 | N | N | 0313-7473 | 4/1/2026 | 4/1/2027 |
| B B | WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below | N/A | N | RWD300147607. STOP GAP: ND, OH, WA, WY | 4/1/2026 | 4/1/2027 |
|  |  |  |  |  |  |  |

## Table 15

| R22: |  |
| --- | --- |
| $ 75.00 | per lb |
| R410A: $ 25.00 | per lb |
| R454B: $ 40.00 | per lb |
| Other (specify): |  |
| $ | per lb |

## Table 16

| Print: | David Sims |
| --- | --- |
| Title: | Director of Operations |
| Date: | 5/5/2026 |

## Table 17

| Bidder Name: |  | Lee Company |
| --- | --- | --- |
| Bidder Signature: |  |  |
| Date: 5/5/2026 |  |  |

## Table 18

| CONTACT NAME: |  |
| --- | --- |
| PHONE (A/C, No. Ext): | FAX (A/C, No): |
| E-MAIL ADDRESS: |  |

## Table 19

|  |  |  |
| --- | --- | --- |
|  | INSURER(S) AFFORDING COVERAGE | NAIC # |
| INSURER A: | Zurich American Insurance Company | 16535 |
| INSURER B : | Starr Indemnity & Liability Company | 38318 |
| INSURER C : | Travelers Property Casualty Company of America | 25674 |
| INSURER D : |  |  |
| INSURER E: |  |  |
| INSURER F : |  |  |

## Table 20

| LIMITS |  |
| --- | --- |
| EACH OCCURRENCE | $ 2,000,000 |
| DAMAGE TO RENTED PREMISES (Ea occurrence) | $ 1,000,000 |
| MED EXP (Any one person) | $ 10,000 |
| PERSONAL & ADV INJURY | $ 2,000,000 |
| GENERAL AGGREGATE | $ 4,000,000 |
| PRODUCTS - COMP/OP AGG | $ 4,000,000 |
|  | $ |
| COMBINED SINGLE LIMIT (Ea accident) | $ 5,000,000 |
| BODILY INJURY (Per person) | $ XXXXXXX |
| BODILY INJURY (Per accident) | XXXXXXX |
| PROPERTY DAMAGE (Per accident) | $ XXXXXXX |
|  | $ XXXXXXX |
| EACH OCCURRENCE | $ 10,000,000 |
| AGGREGATE | $ 10,000,000 |
|  | XXXXXXX |
| [X] PER OTH- STATUTE ER |  |
| E.L. EACH ACCIDENT | $ 1,000.000 |
| E.L. DISEASE - EA EMPLOYEE | $ 1,000,000 |
| E.L. DISEASE - POLICY LIMIT | $ 1,000,000 |
| $15,000,000 per See Attachment | Occurrence/Aggregate |

## Table 21

| INSR LTR | TYPE OF INSURANCE | ADDL INSD | SUBR WVD | POLICY NUMBER | POLICY EFF (MM/DD/YYYY) | POLICY EXP (MM/DD/YYYY) |
| --- | --- | --- | --- | --- | --- | --- |
| A | [X] [X] [X] COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: PRO- POLICY JECT LOC OTHER: | N | N | GLO 3537803-03 | 3/1/2026 | 3/1/2027 |
| A | [X] AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON-OWNED AUTOS ONLY AUTOS ONLY | N | N | BAP 3537804-03 | 3/1/2026 | 3/1/2027 |
| C | [X] [X] UMBRELLA LIAB OCCUR EXCESS LIAB CLAIMS-MADE DED RETENTION $ | N | N | CUP-C5438925 | 3/1/2026 | 3/1/2027 |
| A | WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below. | N/A | N | WC 3537802-03 | 3/1/2026 | 3/1/2027 |
| B C | Excess Liability Inland Marine | N | N | 1000588841261 QT-630-5T394871-TIL-26 | 3/1/2026 3/1/2026 | 3/1/2027 3/1/2027 |

## Table 22

| Coverage | Limit of Insurance | Deductible |
| --- | --- | --- |
| Leased/Rented Equipment - Per Item | $250,000 | $5,000 |
| Installation / Builders Risk | $1,000,000 | $10,000 |
| Cargo - - Per Conveyance | $100,000 | $5,000 |

## Table 23

| Year | Revenue |
| --- | --- |
| 2025 | $ 454 Million |
| 2024 | $ 415 Million |
| 2023 | $ 370 Million |
| 2022 | $ 340 Million |
| 2021 | $ 304 Million |

## Table 24

| Bonding Limit | $125,000,000 aggregate |
| --- | --- |
|  | $60,000,000 single project |
| Banking | Pinnacle Financial Partners Mr. Todd Carter 211 Commerce Street, Suite 300 Nashville, TN 37201 (615) 690-4064 |
|  | Todd.carter@pnfp.com |
| Insurance | Travelers Insurance One Tower Square Hartford, CT 06183 |

## Table 25

| Bodily Injury/Property Damage: | $ 1,000,000 each occurrence |
| --- | --- |
| Completed Operations: | $ 2,000,000 |
| General Aggregate: | $ 2,000,000 per project |
| Umbrella: | $15,000,000 |
| Professional Liability: | $ 1,000,000 |

## Table 26

|  | R22: |  |
| --- | --- | --- |
|  | $ 100.00 | per lb |
|  | R410A: |  |
|  | $ 50.00 | per lb |
|  | R454B: |  |
|  | $ 90.00 | per lb |
|  | Other (specify): |  |
|  | $ | per lb |

## Table 27

| Signature: | Van High |
| --- | --- |
| Print: | Van Kight |
| Title: | V.P. of Operations |
| Date: | 5/8/2026 |

## Table 28

| Signature: | Van Kept |
| --- | --- |
| Print: | Van Kight |
| Date: | 5/8/2026 |
| Phone/Email: | 615 - 846 0060 VKight@SmLawrence.com |

## Table 29

| Bidder Name: | S.M. Lawrence - Van Kight |
| --- | --- |
| Bidder Signature: | Van tep |
| Date: | 5/8/2026 |

## Table 30

|  | R22: |  |
| --- | --- | --- |
|  | $ 150 | per lb |
|  | R410A: $ 75 | per lb |
|  | R454B: $ 75 | per lb |
|  | Other (specify): |  |
|  | $ 75 | per lb |

## Table 31

| Signature: | Oloc |
| --- | --- |
| Print: | Daniel D. Eubanks |
| Title: | CEO |
| Date: | 5-1-26 |

## Table 32

| CONTACT NAME: |  |  |
| --- | --- | --- |
| PHONE (A/C, No, Ext): (615) 446-8087 | FAX (A/C, No): | (615) 446-4617 |
| E-MAIL mfins@fusonins.com ADDRESS: |  |  |

## Table 33

|  | INSURER(S) AFFORDING COVERAGE | NAIC # |
| --- | --- | --- |
| INSURER A: | Erie Insurance Company | 26263 |
| INSURER B: | Erie Ins Exch | 26271 |
| INSURER C : | Accident Fund Ins Co Of Amer | 10166 |
| INSURER D: |  |  |
| INSURER E: |  |  |
| INSURER F: |  |  |

## Table 34

| LIMITS |  |
| --- | --- |
| EACH OCCURRENCE | 1,000,000 $ |
| DAMAGE TO RENTED PREMISES (Ea occurrence) | 1,000,000 $ |
| MED EXP (Any one person) | $ 5,000 |
| PERSONAL & ADV INJURY | 1,000,000 $ |
| GENERAL AGGREGATE | $ 2,000,000 |
| PRODUCTS COMP/OP AGG | 2,000,000 $ |
|  | $ |
| COMBINED SINGLE LIMIT (Ea accident) | 1,000,000 $ |
| BODILY INJURY (Per person) | $ |
| BODILY INJURY (Per accident) | $ |
| PROPERTY DAMAGE (Per accident) | $ |
|  | $ |
| EACH OCCURRENCE | $ 7,000,000 |
| AGGREGATE | $ 7,000,000 |
|  | $ |
| [X] PER OTH- STATUTE ER |  |
| E.L. EACH ACCIDENT | 1,000,000 $ |
| E.L. DISEASE- EA EMPLOYEE | 1,000,000 $ |
| E.L. DISEASE - POLICY LIMIT | 1,000,000 $ |
| Floater R/L Limit | 1,215,000 75,000 |

## Table 35

| INSR LTR | TYPE OF INSURANCE | ADDL INSD | SUBR WVD | POLICY NUMBER | POLICY EFF (MM/DD/YYYY) | POLICY EXP (MM/DD/YYYY) |
| --- | --- | --- | --- | --- | --- | --- |
| A | [X] [X] [X] COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: PRO- POLICY JECT LOC OTHER: | [X] X |  | Q61-0362950 | 2/6/2026 | 2/6/2027 |
| B | [X] [X] [X] AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON-OWNED AUTOS ONLY AUTOS ONLY |  |  | Q02-0640069 | 2/6/2026 | 2/6/2027 |
| B | [X] [X] [X] UMBRELLA LIAB OCCUR EXCESS LIAB CLAIMS-MADE DED RETENTION $ 0 |  |  | Q26-0670423 | 2/6/2026 | 2/6/2027 |
| C | WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below | [X] N/A |  | 100133554 | 11/15/2025 | 11/15/2026 |
| A | Equipment Floater |  |  | Q61-0362950 | 2/6/2026 | 2/6/2027 |
| A | Rented/Leased Equip |  |  | Q61-0362950 | 2/6/2026 | 2/6/2027 |

## Table 36

| Letter ID: | L1409359296 |
| --- | --- |
| Account ID: | 1001782120-BUS |
| Account Type: | Business Tax |

## Table 37

| Location ID: | 1001683765 |
| --- | --- |
| Location Address: | MATRIX MECHANICAL SOLUTIONS, LLC 9743 OLD HILLSBORO RD BON AQUA TN 37025-1542 |

## Table 38

| Effective Period Begin: | April 15, 2026 |
| --- | --- |
| Effective Period End: | April 15, 2027 |
| Filing Status: | Retailer |
| Location ID: | 1001683765 |

## Table 39

| Letter ID: | L1993956800 |
| --- | --- |
| Expiration Date: | 15-May-2027 |
| Return Due By: | 15-Apr-2027 |

## Table 40

| Date Issued: | 08-Apr-2026 |
| --- | --- |
| Classification: | 4 |
| Letter ID: | L1993956800 |
| License Number: | 1001344093 |
| Expiration Date: | 15-May-2027 |

## Table 41

|  | 5 Address (number, street, and apt. or suite no.). See instructions. | Requester's name and address (optional) |
| --- | --- | --- |
|  | 9743 Old Hillsboro Road |  |
|  | 6 City, state, and ZIP code |  |
|  | Bon Aqua, TN 37025 |  |
|  | 7 List account number(s) here (optional) |  |
|  |  |  |

## Table 42

| Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part 1, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a | Social security number - I or |
| --- | --- |
| TIN, later. | Employer identification number |
| Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter. | 85 - 3995388 |