HomeMy WebLinkAboutCC-7 - 26-312 - 1. Sourcewell Contract #080824-SIE - 6/16/2026PROPOSAL
Costa Mesa SA 2026-2030
PREPARED BY
Siemens Industry, Inc. ("Siemens")
PREPARED FOR
CITY OF COSTA MESA
DELIVERED ON
May 11, 2026
ATTACHMENT 1
Table of Contents
INTRODUCTION ..............................................................................................................1
Proposal Information .............................................................................................1
Contact Information ..............................................................................................3
CUSTOMER OVERVIEW ....................................................................................................5
Executive Summary ...............................................................................................5
Siemens Capabilities & Customer Commitment ......................................................6
SERVICE SOLUTION .........................................................................................................7
Building Services – Automation ..............................................................................7
Emergency Response Times – Automation .............................................................9
Building Services –Mechanical ............................................................................10
Emergency Response Times –Mechanical ............................................................14
Equipment Inventory ...........................................................................................15
Exclusions and Clarifications ................................................................................28
SERVICE IMPLEMENTATION PLAN ..................................................................................29
Connectivity and Communications .......................................................................29
Service Agreement Contract Characteristics..........................................................30
Equipment Related Services .................................................................................31
General Services ..................................................................................................51
Service Team .......................................................................................................52
TERMS OF SALE ............................................................................................................53
Siemens Terms of Sale (STS)................................................................................53
Agreement Terms for Investments .......................................................................54
SIGNATURE PAGE .........................................................................................................56
Signature Page ....................................................................................................56
APPENDICES .................................................................................................................57
Siemens Service Portfolio .....................................................................................57
Page 2 of 57
Proposal #:10550946
Date:May 11, 2026
Contact Information
Sales Executive:Kris Gilmour
Branch Address:6141 Katella Ave.
Cypress, CA,CA 90630
Telephone:(657)-465-1813
Email Address:kris.gilmour@siemens.com
Customer Contact:Tung Vo
Customer:CITY OF COSTA MESA
Address:77 FAIR DR
COSTA MESA CA 92626-6520
Services shall be provided at:CITY OF COSTA MESA
77 FAIR DR COSTA MESA CA 92626-6520
Sourcewell Account: City of Costa Mesa
Account # 2173
Sourcewell Contract #080824-SIE
Page 3 of 57
50bffc94-ea77-4284-822b-ae5400af53a2
Page 4 of 57
Executive Summary
Customer Needs
The Services proposed in this agreement are specifically designed for CITY OF COSTA MESA, and the services
provided herein will help you in achieving your facility goals.
Services Included
Siemens will provide the following services.
Service Description
•Customer Directed Support
•Customer Directed Support
•Annual Inspection
•Operational Inspection
•Condenser Tube Cleaning (water)
•Vibration Analysis
•Eddy Current Analysis
•User Defined Equipment Independent Service
•Air Filter Service
•Belt Service
•Coil Cleaning - Condenser (Refrig)
•Cooling Tower Cleaning
•Combustion Analysis
•Apogee System
•Apogee System
•Apogee P2
•Insight Workstation
•Control Loop Tuning
•Apogee System
Page 5 of 57
Siemens Capabilities & Customer Commitment
Siemens Industry, Inc. is a leading single-source provider of cost-effective facility performance solutions for
the comfort, life safety, security, energy efficiency and operation of some of the most technically advanced
buildings in the world. For more than 150 years, Siemens has built a culture of long-term commitment to
customers through innovation and technology. Siemens is a financially strong global organization with a
Branch network that delivers personalized service and support to customers in multiple industries and
locations.
References are available upon request.
Page 6 of 57
Building Services – Automation
Services that deliver the outcomes you want to achieve
Services delivered by Siemens have been developed to help you achieve the outcomes you expect.
Network Health
Optimize the health of the network infrastructure by analyzing network traffic and resolving performance
issues.
Network Maintenance Report
Network Maintenance: Using a combination of proprietary diagnostic technologies, digital meters, and
network analysis software, Siemens will analyze, optimize and report on the performance of the customer's
systems networks a specified number of times per year. Proper network performance helps to ensure the
proper speed of communication and accuracy of control, alarming, and reporting across the facility. Using
network diagnostic tools, our proactive evaluation of the data network includes an analysis of bandwidth,
disturbances, network traffic, communication over the network, and overall operation. The number of
networks to be analyzed and the frequency of the service are documented in the List of Equipment Related
Services.
Additional Services
Control Loop Tuning
Control loops drift out of calibration with changes in mechanical efficiency, building use, and climatic
conditions. Through this service Siemens will ensure control loops for devices such as valves, dampers,
actuators, etc., experience minimized overshooting and oscillatory behavior. The control loops to be included
as part of this service are itemized in the List of Equipment Related Services in this service agreement.
Preventive Maintenance – Automation (12 Days are included)
We will provide preventive maintenance in accordance with a program of routines as determined by our
experience, equipment application and location. The list of field panels and/or devices included under this
service are identified in the List of Equipment Related Services in this service agreement.
Automation controls can drift out of calibration with changes in HVAC component performance
characteristics, building use, and climatic conditions. This service will extend equipment life, reduce energy
consumption, and reduce the risk of costly and disruptive breakdowns.
Software Maintenance
Using appropriate tools from Siemens' suite of diagnostic tools, we periodically perform system diagnostics
and then take corrective actions to ensure that the Building Automation System is performing at peak
efficiency or to customer requirements. We make sure that software changes are clear and consistent,
address any failed points, points in alarm, points in operator priority and take corrective action. We identify
Page 7 of 57
and correct software corruption and inconsistencies; eliminate duplicate points, redundant loops and causes
of unnecessary traffic; and address unresolved points and alarm reporting problems. This will ensure that the
system operates quickly, accurately and efficiently as originally designed and installed or as determined by
current standards or requirements.
Customer Directed Support (20 hours are included)
With Customer Directed Support, Siemens will provide a trained and experienced specialist or technician who
will work under your direction. The intent of this service is to offer you labor assistance in completing a
special project, or to meet a facility objective. Specific job responsibilities, goals, work hours and other
associated deliverables of this service are listed in the Appendix section of this service agreement.
Page 8 of 57
Emergency Response Times – Automation
Emergency Online/Phone Response
Billable Service
Online system and software troubleshooting and diagnostics and phone support will not be provided under
the coverage of this agreement. Siemens will respond to your request for emergency on-line/phone support,
Mon-Fri 8:00AM-5:00PM, excluding holidays, upon receiving notification of an emergency, as determined by
your staff and Siemens, but all service performed will be provided as a billable service. If remote diagnostics
determine a site visit is required to resolve the problem, a technician can be dispatched. Depending on your
contract coverage, the on-site dispatch will be covered or will be a billable service call.
Emergency On-site Response
Billable Service
Emergency Onsite Response is not included within the coverage of this agreement. Siemens will respond to
your request for emergency on-site service as soon as staff is available. An emergency is determined by your
staff and Siemens. All service performed will be provided as a billable service.Siemens will respond to your
request for emergency onsite support, Mon-Fri 8:00AM-5:00PM, excluding holidays, upon receiving
notification of an emergency, as determined by your staff and Siemens, but all service performed will be
provided as a billable service.
Page 9 of 57
Building Services –Mechanical
Services that deliver the outcomes you want to achieve.
Services delivered by Siemens have been developed to help you achieve the outcomes you expect.
Air Filter Service
Through this service Siemens will maintain indoor air quality by changing filters and minimizing dust and
particles from collecting in the ductwork. This service also helps ensure proper flow through cooling and
heating coils thus helping to prevent restrictions in airflow and provide better heat transfer, leading to better
system performance and energy efficiency. The air handling equipment in which this air filter service is
included is identified in the Mechanical Equipment List. Any filters that require replacement on a frequency
other than the scheduled operational or annual service visits will be specifically identified immediately
following this paragraph. In the event the air filter service or cleaning requires different frequencies than
indicated (due to experience or changes in operating conditions), recommendations will be made for your
approval to adjust the frequencies and any associated price.
Annual Inspection
Siemens will perform scheduled annual preventive maintenance in accordance with a program of standard
routines as determined by our experience, equipment application, and equipment operating hours that are
recommended by each equipment manufacturer and location. This service is designed to optimize the
reliability and efficiency of the equipment, and provide you with possible indications of excessive wear and
damage to your systems before a catastrophic failure occurs. Depending on our findings we will also provide
recommendations for additional service(s) that will help to better enhance equipment performance and / or
report any other deficiencies that are not corrected within the scope of this agreement. The equipment
included under this service is itemized in the Mechanical Equipment List in this service agreement.
Belt Service
Siemens will provide necessary labor and material to change the belt(s) on the listed equipment. The belts
will be changed during annual or seasonal inspections once per year
Coil Cleaning - Condenser (Refrigeration)
Through this service Siemens will improve airflow across condenser coils and improve heat transfer. This
service will help to extend the life of the compressors and improve efficiency. Coil cleaning consists of
cleaning the outside surface of the condensing unit coils to remove any airborne particles, or dirt buildup by
using a brush, high pressure air, chemical with low pressure wash or chemical with high pressure wash at our
discretion based on the condition of the outside environment and coil accessibility. The equipment included
under this service is itemized in the Mechanical Equipment List in this service agreement. Any Coils that
require cleaning on a frequency other than the scheduled operational or annual service visits will be
specifically identified immediately following this paragraph.
Condenser Tube Cleaning
Page 10 of 57
Siemens will provide necessary labor and material to remove the condenser head and manually clean the
condenser tubes with the appropriate cleaning equipment and replace the condenser head when cleaning is
completed. This is done to maximize heat transfer which should result in efficiently operating equipment.
The condenser tubes will be cleaned during normal hours at a time that is mutually agreeable between your
staff and Siemens. Acid washing to remove excessive scale build up due to poor water treatment is not
included with this service.
Cooling Tower Cleaning
Siemens will drain, clean and remove normal debris from the cooling tower basins and distribution pans. This
provides for even water flow and reduces the likelihood that debris will enter the condenser water system
that could block chiller condenser tubes and restrict condenser flow, thus helping to prevent nuisance chiller
shutdowns and poor system energy efficiency. The cooling towers included under this service are itemized in
the Mechanical Equipment List in this service agreement.
Operating Inspection
Through this service Siemens will help to ensure mechanical equipment continues to operate efficiently,
safely and with minimal operating disruptions during the operating season. We will provide routine operating
inspection(s) to check system performance in accordance with a program of standard routines as determined
by our experience, the equipment manufacturer's published recommendations, equipment application, and
location. This service will focus on equipment operation, fluid levels, operating and safety controls, and safe
equipment operation. The equipment included under this service is itemized in the Mechanical Equipment
List in this service agreement.
Combustion Analysis
Siemens will utilize electronic flue gas analysis to perform combustion analysis, whereby we adjust the
burner controls and linkages as required for efficiency and pollution control. If existing equipment cannot
meet current pollution requirements, we will make recommendations for system improvements. The boilers
included under this service are itemized in the Mechanical Equipment List in this service agreement.
Customer Directed Support
With Customer Directed Support, Siemens will provide a trained and experienced mechanic who will work
under your direction. The intent of this service is to offer the labor assistance necessary to complete a special
project, or to meet a facility objectives. Specific job responsibilities, goals, work hours and other associated
deliverables of this service are listed in the Appendix section of this service agreement.
Eddy Current Testing
Eddy Current Testing helps to ensure heat exchanger tubes are within manufacturer's specifications and
tubes are free of defects, thus helping to prevent costly waterside failures. After completion of each test,
Siemens shall interpret the results and provide you with a written report including recommendations for
corrective action(s). The following systems are covered in the Agreement for chillers itemized in the
Mechanical Equipment List:
•Chiller Condenser tubes (once every 2 years)
Page 11 of 57
Vibration Analysis
Many motor and driven component failures are directly related to mechanical failure. Vibration analysis can
help you uncover mechanical issues well in advance of a failure and before motors are permanently
damaged. As mechanical components begin to wear improperly, equipment begins to vibrate. By analyzing
the signature of this vibration, the severity of the issues can be determined as well as the likely cause of the
problem. The system combines a powerful diagnostic engine with a straightforward data collection process
to analyze and report on specific machine faults and their severity. It provides quantifiable proof of
equipment condition that drives budget and investment decisions to repair or replace machinery.
The early detection of mechanical issues can help increase uptime and reduce the overall cost of repairs by
identifying issues before they cause major damage. When an issue is identified, plans can be implemented to
repair and minimize business interruptions.
Services performed on:
•Pumps
•Air Handler Motors
Page 12 of 57
Severity Scale
The Scale is an indication of the severity for any particular fault machine condition.
Follow these recommended actions for each severity level to avoid failure.In general, the scale may be
interpreted as:
•Slight
No repair action is recommended. Monitor the machine and retest after regular machine planned
maintenance to verify maintenance was performed correctly.
•Moderate
(Months, even up to a year) – Repair action may be needed in the future.A machine failure is
possible, so plan accordingly.Increase the frequency of vibration testing on this equipment and
review spare parts availability.
•Serious
(Weeks) – Repair action may be needed before the next planned downtime.There may be other
physical evidence of the fault in terms of noise or higher bearing temperatures.Retest the machine
within a short period to confirm finds.Limit the run time of the machine, if possible, and determine a
fault progression trend to prevent additional component failure.
Note:
Time to failure will vary depending on the equipment type, age, machine load,
environmental conditions, and other variables.
•Extreme
(Days) – Consider shutting down the equipment and tacking repair action now to avoid catastrophic
failure.There is likely other physical evidence of the fault in terms of noise, higher bearing
temperatures or visible movement. Retest the machine within a short period to confirm finds.
Page 13 of 57
Emergency Response Times –Mechanical
Emergency Online/Phone Response
Billable Service
Online system and software troubleshooting and diagnostics and phone support will not be provided under
the coverage of this agreement. Siemens will respond to your request for emergency on-line/phone support,
Mon-Fri 8:00AM-5:00PM, excluding holidays, upon receiving notification of an emergency, as determined by
your staff and Siemens, but all service performed will be provided as a billable service. If remote diagnostics
determine a site visit is required to resolve the problem, a technician can be dispatched. Depending on your
contract coverage, the on-site dispatch will be covered or will be a billable service call.
Emergency On-site Response
Billable Service
Emergency Onsite Response is not included within the coverage of this agreement. Siemens will respond to
your request for emergency on-site service as soon as staff is available. An emergency is determined by your
staff and Siemens. All service performed will be provided as a billable service.Siemens will respond to your
request for emergency onsite support, Mon-Fri 8:00AM-5:00PM, excluding holidays, upon receiving
notification of an emergency, as determined by your staff and Siemens, but all service performed will be
provided as a billable service.
Page 14 of 57
Equipment Inventory
Period 4
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
P4 1 1 4 No No No
CDS
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
(M) Customer
Directed
Support
1 4 4 No No No
Chiller Plant
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Chiller 1 - Trane 1 4 4 No TRANE 60 CGWC60 L88L04974 Yes No
Chiller 2 - Trane 1 4 4 No TRANE 60 CGWC60 L88L04975 Yes No
Chiller 3 - Trane 1 4 4 No TRANE 60 CGWC60 L88L04976 Yes No
Chiller 4 -
Carrier 1 4 4 No CARRIE
R 25 30HWB025-C-610EC 1402Q01381 Yes No
Chiller 5 -
Carrier 1 4 4 No CARRIE
R 25 30HWB025-C-610EC 1402Q01380 Yes No
CH Pump 1-
PACO 1 4 4 No PACO 7.5 11-20953-133201 Yes No
Page 15 of 57
Chiller Plant
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
CH Pump 2-
PACO 1 4 4 No PACO 7.5 Concealed Yes No
CH Pump 3-
PACO 1 4 4 No PACO 7.5 Concealed Yes No
CH Pump 4-
PACO 1 4 4 No PACO 7.5 Concealed Yes No
CH Pump 5 -
Kirst Pump 1 4 4 No KIRST
PUMP 5 5BFK1 Yes No
CW Pump 1-
PACO 1 4 4 No PACO 7.5 Concealed Yes No
CW Pump 2-
PACO 1 4 4 No PACO 7.5 Concealed Yes No
CW Pump 3-
PACO 1 4 4 No PACO 7.5 Concealed Yes No
CW Pump 4 -
Frederic 1 4 4 No 5 Yes No
CW Pump 5 -
Weinman 1 4 4 No WEIN
MAN 5 167669 Yes No
Air Tube -
Lamson - Incl
Basement
2 2 4 No LAMS
ON 1 12-SG-75 670357 Yes No
Air Compressor -
Quincy 1 2 4 No QUINC
Y 1 BMQTS5QCBDT UTY951156 Yes No
Air Dryer -
Hankinson 1 2 4 No HANKI
NSON 1 HPR5-10-115 H510A1150510
202 Yes No
Page 16 of 57
Chiller Plant
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
RTU 1 - Carrier 1 1 4 No CARRIE
R 5 50HJQ006---511--2202G49246 Yes No
RTU 2 - Carrier 1 1 4 No CARRIE
R 4 50HS-042---501---1094G02634 Yes No
Clean Strainer
(Annual)2 1 4 No No No
FCUs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Fan Coil 1 -
Magic Aire 1 4 4 No MAGIC
AIRE 90000 90-BHW-6-A W991222866 Yes No
Fan Coil 2 -
Magic Aire 1 4 4 No MAGIC
AIRE 90000 90-BHW-6-A W991222867 Yes No
Fan Coil 3 -
Magic Aire 1 4 4 No MAGIC
AIRE 48000 48-BHW-6-A W000126023 Yes No
Fan Coil 4 -
Worthington 1 4 4 No
WORT
HINGT
ON
72000 CHN-6.52 28A66F-183 Yes No
Fan Coil 5 -
Worthington 1 4 4 No
WORT
HINGT
ON
72000 CHN-6.52 28A66F-180 Yes No
Fan Coil 6 -
Worthington 1 4 4 No
WORT
HINGT
ON
24000 CHN-2.05 28A66F-169 Yes No
Page 17 of 57
FCUs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Fan Coil 7 -
Worthington 1 4 4 No
WORT
HINGT
ON
24000 CHN-2.05 28A66F-173 Yes No
Fan Coil 8 -
Worthington 1 4 4 No
WORT
HINGT
ON
48000 CHN-4.62 28A66F-185 Yes No
Fan Coil 9 - First
Co.1 4 4 No FIRST
CO.60000 60CHW4-C J03 part#
88060--4QS Yes No
Fan Coil 10 -
Worthington 1 4 4 No
WORT
HINGT
ON
72000 CHN-6.52 28A66F-176 Yes No
Fan Coil 11 -
Magic Aire 1 4 4 No MAGIC
AIRE
24000
0 180/240-BMW-6-A W040292250 Yes No
Fan Coil 12 -
Magic Aire 1 4 4 No MAGIC
AIRE
24000
0 180/240-BMW-6-A W031287599 Yes No
Fan Coil 13 -
Worthington 1 4 4 No
WORT
HINGT
ON
96000 CHV-13.50 64A66G86 Yes No
Fan Coil 14 -
Worthington 1 4 4 No
WORT
HINGT
ON
96000 CHV-13.50 64A66G91 Yes No
Fan Coil 15 -
Worthington 1 4 4 No
WORT
HINGT
ON
96000 CHV-13.50 64A66G-85 Yes No
Page 18 of 57
FCUs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Fan Coil 16 -
Worthington 1 4 4 No
WORT
HINGT
ON
96000 CHV-13.50 64A66G-83 Yes No
Fan Coil 17 -
Worthington 1 4 4 No
WORT
HINGT
ON
96000 CHV-13.50 64A66G87 Yes No
Fan Coil 18 -
Worthington 1 4 4 No
WORT
HINGT
ON
96000 CHV-13.50 64A66G-84 Yes No
Fan Coil 19 -
UNKNOWN 1 4 4 No 12000 Yes No
RTUs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
RTU 1 - Carrier 1 4 4 No CARRIE
R 5 50HJQ006---511--2202G49246 Yes No
RTU 2 - Carrier 1 4 4 No CARRIE
R 4 50HS-042---501---1094G02634 Yes No
Page 19 of 57
Split Systems
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Split System 1 -
Mitsubishi 1 4 4 No MITSU
BISHI 3.5 PUZ-A42NKA7 Yes No
Split System 2 -
Mitsubishi 1 4 4 No MITSU
BISHI 3.5 PUZ-A42NKA7 Yes No
Split System 3 -
Mitsubishi 1 4 4 No MITSU
BISHI 3.5 PUZ-A42NKA7 Yes No
Exhaust Fan
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Exhaust Fan RR 1 4 4 No UNKN
OWN 1 UNKNOWN UNKNOWN Yes No
Cooling
Tower
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Cooling Tower -
BAC 1 4 4 Yes BAC 145 VTO-145-M U188617501-01
-01 Yes No
Page 20 of 57
Strip Heaters
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Strip Heaters 1st
Floor - 2kw to
15kw
23 1 4 No 34122 Yes No
Strip Heaters
2nd Floor - 2kw
to 7kw
20 1 4 No 17060 Yes No
Strip Heaters
3rd Floor - 2kw
to 6kw
19 1 4 No 13469 Yes No
Strip Heaters
4th Floor - 2kw
to 6kw
17 1 4 No 13469 Yes No
Strip Heaters
5th Floor - 2kw
to 5kw
20 1 4 No 11943 Yes No
Labor by
month
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
User Defined
Eqpt.
Independent
1 12 4 No No No
Page 21 of 57
Chillers
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Chiller 1 -Trane 1 4 4 No TRANE 80 CGWC80 L87K04982 Yes No
Chiller 2 -Trane 1 4 4 No TRANE 80 CGWC80 L87K04983 Yes No
Clean Strainer
(Annual)2 1 4 No No No
Pumps
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
CHW 1 - B&G 1 4 4 No
BELL &
GOSSE
TT
5 UNKNOWN C052920-01
K70 Yes No
CHW 2 - B&G 1 4 4 No
BELL &
GOSSE
TT
5 UNKNOWN C052920-02
K70 Yes No
CW 1 - B&G 1 4 4 No
BELL &
GOSSE
TT
5 UNKNOWN CO052921-01
K70 Yes No
CW 2 - B&G 1 4 4 No
BELL &
GOSSE
TT
5 UNKNOWN C05292T-02
K70 Yes No
Page 22 of 57
Split Systems
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Split System 1 -
Carrier 1 4 4 No CARRIE
R 5 38HDR060 / CK3B060 4306X92236 Yes No
Split System 2 -
Carrier 1 4 4 No CARRIE
R 5 38HDR060 / CK3B060 4206X92222 Yes No
Split System 3 -
Carrier 1 4 4 No CARRIE
R 1.5 38HDR018 / FK4C018 Yes No
Split System 4 -
Carrier 1 4 4 No CARRIE
R 1.5 38QRF018 / 40QAE018 Yes No
Split System 5 -
Mitsubishi 1 4 4 No MITSU
BISHI 1.5 PUY-A30NHA / PLA-A30AA Yes No
FCUs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Fan Coil 1 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
12000 CPE-80-H 07-263906-01 Yes No
Fan Coil 2 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
12000 CPE-80 Yes No
Fan Coil 3 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
30000 CPE-150 07-263906-03 Yes No
Page 23 of 57
FCUs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Fan Coil 4 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
12000 CPE-80 07-263906-04 Yes No
Fan Coil 5 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
30000 CPE-150 Yes No
Fan Coil 6 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
36000 CPE-200 07-263906-06 Yes No
Fan Coil 7 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
36000 CPE-200 07-263906-07 Yes No
Fan Coil 8 -
Thermal Corp 1 4 4 No
THERM
AL
CORP
36000 CPE-100 07-263906-08 Yes No
Fan Coil 9 -
Carrier 1 4 4 No CARRIE
R 18000 FX4CNF018 1407A70104 Yes No
Fan Coil 10 -
Carrier 1 4 4 No CARRIE
R 18000 42DAA16LRDY6YYYY 195011-10-1 Yes No
Fan Coil 11 -
McQuay 1 4 4 No MCQU
AY 60000 CAH006FDAC FBOU00050000
2 Yes No
Fan Coil 12 -
McLean 1 4 4 No MCLEA
N 60000 NCRMAC8000 10051590-49 Yes No
Page 24 of 57
Fans
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Exhaust Fan 1 -
Loren Cook 1 4 4 No LOREN
COOK 2 135 CPS Yes No
Exhaust Fan 2 -
Loren Cook 1 4 4 No LOREN
COOK 2 135 ACRUB Yes No
Exhaust Fan 3 -
Loren Cook 1 4 4 No LOREN
COOK 3 150 CPS 138S988039-01
/0002101 Yes No
Exhaust Fan 4 -
Loren Cook 1 4 4 No LOREN
COOK 7.5 245 CPS 138S988039-01
/0003501 Yes No
Exhaust Fan 5 -
Loren Cook 1 4 4 No LOREN
COOK 5 210 SQNB Yes No
Exhaust Fan 6 -
Loren Cook 1 4 4 No LOREN
COOK 5 GC-220 Yes No
Exhaust Fan 7 -
Loren Cook 1 4 4 No LOREN
COOK 1 100 CPS 138S948902-00
/0000701 Yes No
Exhaust Fan 8 -
Loren Cook 1 4 4 No LOREN
COOK 1 100 CPS 138S938097-00
/0002101 Yes No
Exhaust Fan 9 -
Loren Cook 1 4 4 No LOREN
COOK 3 150 ACRUB 138S936258-01
/0012404 Yes No
Exhaust Fan 10 -
UNKNOWN 1 4 4 No UNKN
OWN 5 Yes No
Supply Fan 1 -
Loren Cook 1 4 4 No LOREN
COOK 5 180 KSP-B 138S988039-00
/0000701 Yes No
Supply Fan 2 -
Loren Cook 1 4 4 No LOREN
COOK 3 150 ASP 138S988039-00
/0001801 Yes No
Page 25 of 57
Fans
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Gun Range
Exhaust -
Dayton
1 4 4 No DAYTO
N 5 1M8F2 15104289 Yes No
AHUs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Air Handler 1 -
Thermal Corp 1 4 4 Yes
THERM
AL
CORP
50 RTA-701-H 09-263906-09 Yes No
Air Handler 2 -
Thermal Corp 1 4 4 Yes
THERM
AL
CORP
50 RTA-241-HS 09-263906-10 Yes No
Boilers
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Boiler 1 - Raypak 1 4 4 No RAYPA
K INC.60 302-902 704264547 Yes No
Boiler 1 - Raypak 1 4 4 No RAYPA
K INC.60 302-902 704264548 Yes No
Page 26 of 57
HWPs
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Hot Water Pump
1 - Bell &
Gossett
1 4 4 No
BELL &
GOSSE
TT
5 1BF046 E70 Yes No
Hot Water Pump
2 - Bell &
Gossett
1 4 4 No
BELL &
GOSSE
TT
5 1BF046 E70 Yes No
Cooling
Tower
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
Cooling Tower -
BAC 1 4 4 Yes 160 FXT-160/X U15634601-01 Yes No
Labor by
month
Description Qty # of
Visits
# of
Years
VFD
Incl.
Manu
factu
rer
Size
(Tons
/HP)
Model #Serial #Preventive
Maintenance R&R Service
User Defined
Eqpt.
Independent
1 12 4 No No No
Page 27 of 57
Exclusions and Clarifications
Unless expressly stated otherwise, Services do not include and Siemens is not responsible for: (a) re-
installation or relocation of Equipment; (b) painting or refinishing of Equipment or surrounding surfaces; (c)
parts, accessories, attachments or other devices added to Equipment but not furnished by Siemens; (d)
failure to continually provide suitable operating environment including, but not limited to, adequate space,
ventilation, electrical power and protection from the elements; (e) the removal or re-installation of
replacement valves, dampers, water flow and tamper switches, airflow stations, venting or draining systems,
and any other permanently mounted integral pipe or air duct component; (f) installation / removal, and / or
rental fees for any temporary HVAC equipment if necessary; (g) Cranes, hoisting or rigging that may be
required; (h) Leaks at gaskets O-rings or seals; or (i) latent defects in the Equipment that cannot be
discovered through the standard provision of the Services. Siemens is not responsible for services performed
on any Equipment other than by Siemens or its agents.
Siemens is not responsible for service calls due to power outages.
Siemens is not responsible for repair labor/materials/parts for covered equipment that has
experienced electrical damage due to power surges, single phasing, and related electrical issues.
Siemens will not be responsible for the maintenance, repair or replacement of, or Services necessitated by
reason of: (a) non-maintainable, non-replaceable or obsolete parts of the Equipment, including but not
limited to ductwork, shell and tubes, heat exchangers, coils, unit cabinets, casings, refractory material,
electrical wiring, water and pneumatic piping, structural supports, cooling tower fill, slats and basins, etc.
unless otherwise expressly stated elsewhere in this Proposal; or (b) negligence, abuse, misuse, improper or
inadequate repairs or modifications by others, improper operation, lack of operator maintenance or skill,
failure to comply with manufacturer's operating and environmental requirements.
Siemens is not responsible for repairs, replacements, or services to Equipment due to corrosion, erosion,
improper or inadequate water treatment by others, electrolytic or chemical action, or reasons beyond its
reasonable control.
Siemens is not responsible for water treatment related damages to the condenser, evaporator, hot water, or
steam systems.
Siemens is not responsible for repair labor/materials/parts for ice machines, refrigerators, freezers, kitchen
specialty equipment, boilers, laundry equipment, replacement refrigerant, replacement glycol, or
replacement control valves unless included elsewhere. On occasion a flush and refill of the Water-Glycol
mixtures may be required. Flush and refill is not included in the standard service offering.
Siemens is not responsible for helium replacement in chiller systems that service Medical Imaging Systems.
Page 28 of 57
Connectivity and Communications
Siemens Service Portal
The Service Portal complements the personalized services you will receive from your local Siemens office by
providing greater visibility into equipment and services delivered by Siemens. This web-based portal allows
you the ability to submit service requests, confirm and modify schedules,track repairs, manage agreements,
generate reports, and access critical information; then share it across your entire enterprise quickly and
efficiently.The Service Portal is a user-friendly way to increase your productivity and the value of your
service program.
Data security as a basic requirement
We value confidentiality and long-term partnerships. That is why we give the security of your data the
highest priority. Before we implement an enhanced service package with remote support, we conduct an in-
depth analysis of the situation, taking into account national and international regulations, technical
infrastructures and industry specifics. Our service employees carefully evaluate your needs on an individual
basis with a view toward information security.
Page 29 of 57
Service Agreement Contract Characteristics
Description AUTOMATION MECHANICAL
Hours of Coverage Mon-Fri, 8:00 AM - 5:00 PM Mon-Fri, 8:00 AM - 5:00 PM
Response Times (Phone/Online)Billable Billable
Response Times (Onsite/Emergency)Billable Billable
Remote Services Yes No
Third Party Systems No No
Monitoring No No
Page 30 of 57
Equipment Related Services
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Chiller 1 - Trane
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Condenser Tube Cleaning (water)1 1 1,2,3,4 Onsite N/A
Eddy Current Analysis 1 1 3 Onsite N/A
Chiller 2 - Trane
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Condenser Tube Cleaning (water)1 1 1,2,3,4 Onsite N/A
Eddy Current Analysis 1 1 3 Onsite N/A
Chiller 3 - Trane
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Condenser Tube Cleaning (water)1 1 1,2,3,4 Onsite N/A
Eddy Current Analysis 1 1 3 Onsite N/A
Chiller 4 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Page 31 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Condenser Tube Cleaning (water)1 1 1,2,3,4 Onsite N/A
Eddy Current Analysis 1 1 3 Onsite N/A
Chiller 5 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Condenser Tube Cleaning (water)1 1 1,2,3,4 Onsite N/A
Eddy Current Analysis 1 1 3 Onsite N/A
CH Pump 1- PACO
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CH Pump 2- PACO
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CH Pump 3- PACO
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
Page 32 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
CH Pump 4- PACO
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CH Pump 5 - Kirst Pump
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CW Pump 1- PACO
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CW Pump 2- PACO
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CW Pump 3- PACO
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Page 33 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CW Pump 4 - Frederic
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CW Pump 5 - Weinman
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
Air Tube - Lamson - Incl Basement
Annual Inspection 2 1 1,2,3,4 Onsite N/A
Operational Inspection 2 1 1,2,3,4 Onsite N/A
Air Compressor - Quincy
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 1 1,2,3,4 Onsite N/A
Air Dryer - Hankinson
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 1 1,2,3,4 Onsite N/A
RTU 1 - Carrier
Page 34 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Belt Service 1 1 1,2,3,4 Onsite N/A
Coil Cleaning - Condenser (Refrig)1 4 1,2,3,4 Onsite N/A
RTU 2 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Belt Service 1 1 1,2,3,4 Onsite N/A
Coil Cleaning - Condenser (Refrig)1 4 1,2,3,4 Onsite N/A
Fan Coil 1 - Magic Aire
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 2 - Magic Aire
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Page 35 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 3 - Magic Aire
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 4 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 5 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 6 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 7 - Worthington
Page 36 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 8 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 9 - First Co.
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 10 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 11 - Magic Aire
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Page 37 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Fan Coil 12 - Magic Aire
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 13 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 14 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 15 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 16 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Page 38 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 17 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 18 - Worthington
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 19 - UNKNOWN
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Split System 1 - Mitsubishi
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 1 1,2,3,4 Onsite N/A
Split System 2 - Mitsubishi
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Page 39 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 1 1,2,3,4 Onsite N/A
Split System 3 - Mitsubishi
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 1 1,2,3,4 Onsite N/A
Exhaust Fan RR
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Cooling Tower - BAC
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Cooling Tower Cleaning 1 1 1,2,3,4 Onsite N/A
Belt Service 1 1 1,2,3,4 Onsite N/A
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Cooling Tower Cleaning 1 1 1,2,3,4 Onsite N/A
Belt Service 1 1 1,2,3,4 Onsite N/A
Strip Heaters 1st Floor - 2kw to 15kw
Page 40 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Annual Inspection 23 1 1,2,3,4 Onsite N/A
Strip Heaters 2nd Floor - 2kw to 7kw
Annual Inspection 20 1 1,2,3,4 Onsite N/A
Strip Heaters 3rd Floor - 2kw to 6kw
Annual Inspection 19 1 1,2,3,4 Onsite N/A
Strip Heaters 4th Floor - 2kw to 6kw
Annual Inspection 17 1 1,2,3,4 Onsite N/A
Strip Heaters 5th Floor - 2kw to 5kw
Annual Inspection 20 1 1,2,3,4 Onsite N/A
Chiller 1 -Trane
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Condenser Tube Cleaning (water)1 1 1,2,3,4 Onsite N/A
Eddy Current Analysis 1 1 3 Onsite N/A
Chiller 2 -Trane
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Condenser Tube Cleaning (water)1 1 1,2,3,4 Onsite N/A
Eddy Current Analysis 1 1 3 Onsite N/A
Page 41 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
CHW 1 - B&G
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CHW 2 - B&G
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CW 1 - B&G
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
CW 2 - B&G
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
Split System 1 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Page 42 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Split System 2 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Split System 3 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Split System 4 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Split System 5 - Mitsubishi
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 1 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Page 43 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 2 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 3 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 4 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 5 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 6 - Thermal Corp
Page 44 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 7 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 8 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 9 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 10 - Carrier
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Page 45 of 57
Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Fan Coil 11 - McQuay
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Fan Coil 12 - McLean
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Exhaust Fan 1 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 2 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 3 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 4 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
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Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 5 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 6 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 7 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 8 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 9 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Exhaust Fan 10 - UNKNOWN
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
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Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Supply Fan 1 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Supply Fan 2 - Loren Cook
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Gun Range Exhaust - Dayton
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Handler 1 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Belt Service 1 1 1,2,3,4 Onsite N/A
Air Handler 2 - Thermal Corp
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Air Filter Service 1 4 1,2,3,4 Onsite N/A
Belt Service 1 1 1,2,3,4 Onsite N/A
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Mechanical
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
Boiler 1 - Raypak
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Combustion Analysis 1 1 1,2,3,4 Onsite N/A
Combustion Analysis 1 1 1,2,3,4 Onsite N/A
Hot Water Pump 1 - Bell & Gossett
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
Hot Water Pump 2 - Bell & Gossett
Annual Inspection 1 1 1,2,3,4 Onsite N/A
Operational Inspection 1 3 1,2,3,4 Onsite N/A
Vibration Analysis 1 1 1,2,3,4 Onsite N/A
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Automation
Equipment Service Description Qty Frequency Year Service
Location
Repair
Coverage
City Hall Panels on P2 BLN
Apogee System 2 1 1,2,3,4 Onsite N/A
PHQ Legacy Panels on P2 BLN
Apogee System 3 1 1,2,3,4 Onsite N/A
PHQ Panel on P2 BLN
Apogee System 1 1 1,2,3,4 Onsite N/A
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Sales Executive manages the overall strategic
service plan based upon your current and future
service requirements.
Client Services Manager is responsible for
ensuring that our contractual obligations are
delivered, your expectations are being met and
you are satisfied with the delivery of our services.
Primary Service Specialist is responsible for
performing the ongoing service of your system.
Secondary Service Specialist who will be
familiarized with your building systems to provide
in-depth backup coverage.
Remote Services Specialist is responsible for the
execution of remote services including proactive
planned tasks, in-depth fault analysis and
identification of corrective actions.
Service Operations Manager is responsible for
managing the delivery of your entire support
program and service requirements.
Service Coordinator is responsible for
scheduling your planned maintenance visits, and
handling your emergency situations by taking the
appropriate action.
Service Administrator is responsible for all
service invoicing including both service
agreement and service projects.
Service Team
An important benefit of your Service Agreement derives from having the trained building service personnel
of Siemens Industry, Inc. familiar with your building systems.Our implementation team of local experts
provides thorough, reliable service and scheduling for the support of your system.
Added to the team is a team of building experts at our Digital Service Center.The benefits you receive are
less disruption to your employees at the site, less intrusive on the system at peak hours, fewer emissions for
trucks rolled, and real time analytics with digital workspace hours.
The following list outlines the service team that will be assigned to the service agreement for your facility
Your Assigned Team of Service Professionals will include:
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Siemens Terms of Sale (STS)
Terms of Sale (Click to download)
Base Terms
THIS PURCHASE IS MADE IN ACCORDANCE WITH THE GROUP COOPERATIVE SOURCEWELL CONTRACT
#121024-SIE. ALL TERMS OF SUCH SOURCEWELL CONTRACT ARE INCORPORATED HEREIN, AND THE
TERMS AND CONDITIONS WILL PREVAIL EXCLUSIVELY OVER THE TERMS OF THE PURCHASE ORDER AND/
OR CUSTOMER AGREEMENT. NO FEDERAL TERMS AND CONDITIONS, FEDERAL FUNDS, OR GRANTS ARE
APPLICABLE TO THIS ORDER.
Price Escalation.If, during the term of this Contract, the price of various materials or labor or logistics are
increased as reflected by CRU, CMAI, COMEX market indexes or IHS Markit, then Siemens may increase the
applicable yearly Investment or apply a surcharge accordingly.
To the extent applicable, the following Supplements are incorporated
and made part of the Siemens Terms of Sale:
Click on supplement(s) below to read/download
Services Supplemental Terms
Siemens reserves the right to adjust prices to reflect the impact of any new or modified taxes, duties, tariffs,
or equivalent measures, whether direct or indirect, imposed by any U.S. or foreign governmental authority
that are applicable to the Offerings, including any hardware, software, or service components contained
therein.
Siemens is entitled to amend these terms and conditions at any time without prior notice.Previous and
Retired versions of Base Terms & Supplemental Terms can be found here:www.siemens.com/terms-of-sale
Page 53 of 57
Agreement Terms for Investments
Services shall be provided at:
77 FAIR DR
COSTA MESA,CA 92626-6520
Siemens Industry, Inc. shall provide the services as identified in this Proposal and pursuant to the associated
terms and conditions contained within.
Initial Term Investments:
Period Period Range Billing Frequency Annual Price
1 Jul 1,2026 - Jun 30,2027 Annually (In Advance)$259,817.00
2 Jul 1,2027 - Jun 30,2028 Annually (In Advance)$275,406.00
3 Jul 1,2028 - Jun 30,2029 Annually (In Advance)$308,014.00
4 Jul 1,2029 - Jun 30,2030 Annually (In Advance)$309,441.00
Multi-Period Investment Total $1,152,678.00*
Amount Due In Advance Based On Billing Frequency
*** This proposal is a firm fixed price ***
Sourcewell Account: City of Costa Mesa
Account # 2173
All billable/emergency services and service/maintenance calls will be performed outside of the
Sourcewell contract under a separate order.
Estimated sales taxes have been included in the investment amount. The exact amount will be calculated
based on local requirements at the time of invoicing.The pricing quoted in this Proposal are firm for 30 days.
Siemens Industry, Inc. invoices paid by credit card may be subject to a surcharge of up to 2%.
Page 54 of 57
*Siemens reserves the right to adjust prices to reflect the impact of any new or modified taxes, duties,
tariffs, or equivalent measures, whether direct or indirect, imposed by any U.S. or foreign
governmental authority that are applicable to our offering, including any hardware, software, or
service components contained therein.
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Signature Page
The Buyer acknowledges that when accepted by the Buyer as proposed by Siemens Industry, Inc., this Proposal and
the Standard Terms and Conditions of Sale for Services, (together with any other documents, including any applicable
Rider(s), incorporated herein) shall constitute the entire agreement of the parties with respect to its subject matter.
BY EXECUTION HEREOF, THE SIGNER CERTIFIES THAT (S)HE HAS READ ALL OF THE TERMS AND CONDITIONS AND DOCUMENTS,
THAT SIEMENS INDUSTRY, INC. OR ITS REPRESENTATIVES HAVE MADE NO AGREEMENTS OR REPRESENTATIONS EXCEPT AS SET
FORTH THEREIN, AND THAT (S)HE IS DULY AUTHORIZED TO EXECUTE THE SIGNATURE PAGE ON BEHALF OF THE BUYER.
Initial Term Investments
Period Period Range Billing Frequency Annual Price
1 Jul 1,2026 - Jun 30,2027 Annually (In Advance)$259,817.00
2 Jul 1,2027 - Jun 30,2028 Annually (In Advance)$275,406.00
3 Jul 1,2028 - Jun 30,2029 Annually (In Advance)$308,014.00
4 Jul 1,2029 - Jun 30,2030 Annually (In Advance)$309,441.00
Proposed by:Accepted by:
Siemens Industry, Inc.
______________________________________
Company
CITY OF COSTA MESA
_____________________________________
Company
Kris Gilmour
______________________________________
Name
_____________________________________
Name (Printed)
10550946
______________________________________
Proposal #
_____________________________________
Signature
$1,152,678.00
______________________________________
Proposal Amount
_____________________________________
Title
May 11, 2026
______________________________________
Date
_____________________________________
Date
_____________________________________
Purchase Order #⬜PO for billing/pmnt only ⬜PO not required
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Siemens Service Portfolio
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