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Commercial real estate

Send out RFPs for mechanical and electrical work to licensed, insured contractors.

Whoever answers holds a license, a certificate and a policy, and we read all three before the truck arrives.

6 min read

The credential each trade carries

On top of the two insurance documents every company files, HVAC and electrical are each gated on one credential of their own.

A company verified for one of them is not thereby verified for the other. The two credentials are issued by different bodies and prove different things.

What each trade files before it can propose
TradeBefore it may propose
HVACGeneral liability · EPA 608 certification
ElectricalGeneral liability · Electrical contractor license

Two credentials, and only one of them expires

The EPA 608 certification is the federal certification required to handle refrigerants. It carries no expiration date, so it is filed once and stays good.

The electrical contractor license carries the date it expires and is watched to the day. A company whose license has run out cannot answer requests for the trade until the state has issued the next one.

HVAC and electrical
  • EPA 608Verified once. No renewal date to watch.
  • Electrical licenseWatched to the day it runs out.

Set your own insurance limits on top of the license

A license says the state let this company do the work. A certificate says who pays if the work goes wrong, and that figure is yours to set. A person opens both, and the figure on the certificate is checked against the number you typed.

You set a figure per trade, so mechanical work can carry a heavier number than the rest of the building without dragging every other trade up with it.

The insurance a company has to carry
CoverageYour minimum
General liability (per occurrence)You set the figure
General liability (aggregate)You set the figure
Workers’ comp / employer’s liabilityYou set the figure
Auto liabilityYou set the figure
Umbrella / excessYou set the figure
Professional liabilityYou set the figure
Pollution liabilityYou set the figure
Crime / employee dishonestyYou set the figure

Write the scope your engineer would describe

The address, the trade, what the work is, and a date for answers. An engineer’s description of a job is usually better than a form’s, so it is published in the words it was written in with your insurance minimums printed underneath.

Answers arrive priced line by line with the attendance each company is offering. Whoever you award was already carrying the license and the insurance.

A mechanical request
The building
One address.
The trade
HVAC or electrical.
The work
In the engineer’s words.
The insurance
Your minimums, printed on the request.
Submission
The date answers are due.

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Send your first RFP.

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