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04 - CC-6 - HVAC Maintenance Contract - 1/3/2012
CITY COUNCIL AGENDA REPORT MEETING DATE: JANUARY 3, 2012 ITEM NUMBER: SUBJECT: HEATING VENTILATION AND AIR CONDITIONING MAINTENANCE CONTRACT AWARD DATE: DECEMBER 15, 2012 FROM: PUBLIC SERVICES DEPARTMENT / MAINTENANCE SERVICES DIVISION PRESENTATION BY: ERNESTO MUNOZ, INTERIM DIRECTOR, PUBLIC SERVICES DEPARTMENT FOR FURTHER INFORMATION CONTACT: BRUCE HARTLEY, MAINTENANCE SERVICES MANAGER (714) 754-5123 Award a five year contract in the amount of $249,770 for the first year, for heating ventilation and air conditioning maintenance to Siemens Industry, Inc. 2. Authorize the Chief Executive Officer and City Clerk to execute the Agreement. • 11019 The City of Costa Mesa entered into a ten-year agreement with Siemens Industry, Inc. (Siemens) on August 14, 2001 for energy saving heating ventilation and air conditioning (HVAC) improvements and a maintenance program for fifteen City facilities. The initial contract expired August 31, 2011. The Chief Executive Officer approved a 90 -day contract extension period, followed by a City Council approved extension of 90 days, to allow staff time to prepare and advertise a Request for Proposal (RFP) to competitively seek the most qualified and cost effective service provider possible. The term of the second extension expires January 31, 2012. Siemens has provided HVAC maintenance, energy efficiency project construction services and other related services continuously to the City for over 15 years. During that period two self -funding energy efficiency projects were included in agreements; accomplishing a significant on-going reduction in energy usage at several City facilities. The projects saved over $800,000 in electricity costs over 10 years, with an on-going annual savings of over $70,000 per year. The quality of the technical and mechanical support provided by Siemens has been excellent, with customer service always being their top priority. Any complaints over the years have been remedied expeditiously and to the complete satisfaction of City staff. There are currently no outstanding issues or concerns with their performance. With the current contract expiring, the Purchasing Division and the Public Services Department worked cooperatively to prepare a Scope of Services that could be incorporated into a Request for Proposal to identify an HVAC contractor that would provide a high level of technical expertise in the energy management field and provide the highest quality customer service and mechanical support at a competitive price. The Request for Proposal was designed to provide a similar level of service as the existing contract, with some additional facilities added to the Scope of Services making the contract all inclusive of the City's buildings. The Costa Mesa Senior Center; Downtown Recreation Center and Old Corporation Yard facilities were added to the proposal as they were not maintained under the current contract. Typically, maintenance and repairs for these facilities was provided on an as -needed basis utilizing a combination of City staff and licensed HVAC contractors. There were no preventive maintenance contracts in place, nor were there any mechanical guaranties against equipment failure. Incorporating these facilities into the contract will insure all manufacturer required maintenance is performed in a timely manner and that the City is insured against costly repairs or equipment failures. This will likely result in a net cost savings to the City as compared to the current program. The City's Purchasing Division managed the RFP process, which included advertising, posting the information on the City's website, responding to questions, and completing the evaluation of the proposals submitted. Only two proposals were submitted for consideration. Three staff members; one from the Purchasing Division; one from Public Services Administration and one from Fleet and Facility Maintenance Section independently evaluated the proposals and scored them according to the guidelines stated in the RFP. The scoring system was designed to evaluate the proposer's understanding of: the City's HVAC systems, equipment and structure; the comprehensive scope of work; the proposer's ability to provide cost effective preventative HVAC maintenance and repair; detailed implementation plan, specific information on tasks; ability to interface with the City's existing climate control and energy management systems; qualifications of the firm; professional references and fee proposal. F. M. Thomas Air Conditioning, Inc. of Brea, California and Siemens Industry, Inc. of Cypress, California, were the only proposers on the Request for Proposals. The evaluation team all rated Siemens higher than F. M. Thomas. Siemens rated first with an 89.3% average, with F. M. Thomas rated second with a 57.3% average. The major factor in the significantly lower scores for F. M. Thomas, according to the evaluators, was lack of information addressing how the company would implement an effective interface with the City's existing HVAC control systems and lack of any pricing or cost estimate to install the necessary interface technology and components. Evaluations an Ratings Eval #1 Eval #2 Eval #3 Total Avg. F. M. Thomas 61 55 56 172 57.3 Siemens Industry, Inc. 71 100 97 268 89.3 2 Ranking Evaluations and Ratings Eval #1 Eval #2 F. M. Thomas 2 2 Siemens Industry, Inc. 1 1 Final Rank 1. Siemens 2. F. M. Thomas Eval #3 Total Rank 2 6 2 1 3 1 Contract management of this service is currently provided by City staff. However, it is included in the scope of work for the upcoming RFP for Facility Maintenance Services, which may be considered by the City Council in January 2012. ALTERNATIVES CONSIDERED 1. Council could choose not to award a contract for HVAC maintenance services to Siemens Industry, Inc. and direct staff to conduct another RFP to obtain additional proposals. However, staff does not anticipate that additional companies would propose or pricing would change significantly. 2. The Council could award the contract to Siemens Industry, Inc. at a price not to exceed $249,770, for the first year and authorize Staff to negotiate with Siemens to gain better first year pricing and/or a reduced annual price increases to achieve additional savings. FISCAL REVIEW The annual price for the contract, based on the enhanced scope of work, is $78,185 more than the existing contract. Staff has reviewed the pricing and attributes the increase primarily due to the additional maintenance and mechanical guarantee for the added City buildings and to the contractor recouping some of the annual price increases that they voluntarily waived for the past three years due to the City's serious financial shortfalls. Funding for HVAC services is included in the FY 2011-12 Public Services Department budget. CONCLUSION The award of a five year contract to Siemens Industry, Inc. with three optional one-year extensions will provide high quality HVAC maintenance, mechanical guaranty and energy management solutions for the City. This contract will insure that the City's HVAC systems continue to be properly maintained, repaired and programmed to provide the most cost effective heating and cooling possible to City facilities and will include a continued partnership to integrate new technology and innovative solutions whenever possible. 7 vvu� ERNESTO M6KOZ, Interim Director BOBBY Y N Public Services Department Finance/IT erector 3 RULE HAKTLtY Maintenance Services Manager Attachments: 1. Request for Proposal for HVAC Maintenance 2. Siemens Industry, Inc. Proposal 3. Professional Services Agreement Distribution: Chief Executive Officer Interim Chief Executive Officer Interim Director, Public Services City Clerk 2 REQUEST FOR PROPOSAL UKO MUNICIPAL FACILITY HVAC MAINTENANCE Public Services Department CITY OF COSTA MESA Proposal No. 1144 Attachment #1 M MUNICIPAL FACILITY HVAC MAINTENANCE REQUEST FOR PROPOSAL (RFP) 1. BACKGROUND The City of Costa Mesa is seeking a well-qualified firm to provide a comprehensive heating -ventilation -air conditioning HVAC maintenance and repair program for a wide variety of municipal facilities. The work will include the provision of a total maintenance/management program including, but not limited to the inspection, preventive maintenance, repair, programming and other tasks and services necessary to insure safe, well maintained HVAC systems providing quality air for City employees and the public. This Request for Proposal will be governed by the following schedule: Release of RFP........................................................................... October 28, 2011 Pre -proposal Meeting.............................................................. November 09, 2011 Deadline for Written Questions ............................................... November 14, 2011 Responses to Questions Posted on Web ............................... November 18, 2011 Proposals are Due.................................................................. November 28, 2011 Proposal Evaluation Completed .............................................. December 12, 2011 Approval of Contract................................................................... January 03, 2012 2 3. SCOPE OF WORK - STANDARDS AND SPECIFICATIONS The Contractor shall retain professional personnel who have successfully and competently provided municipal facility HVAC maintenance and repair services on projects of similar scope and complexity. It shall be the Contractor's responsibility to develop and implement a routine maintenance program to effectively maintain, to the satisfaction of the City Representative, all aspects of HVAC systems in City defined facilities. For the purpose of this contract, routine preventative HVAC maintenance shall be defined as scheduled routine inspection and proactive servicing of HVAC systems so as to facilitate heating/cooling with a minimal downtime. The routine maintenance and all repairs shall be provided in accordance with the highest standards of the industry, skill, workmanship, applicable trade practices, meet warranties and in conformance to all applicable laws, codes and regulations. The successful Proposer's maintenance program and repairs shall, at a minimum, include but not be limited to the specifications outlined herein. SERVICES TO BE PROVIDED It is the Proposer's responsibility to provide an appropriate level of on-site staffing as needed, provide appropriate tools and vehicles necessary to support all facility HVAC maintenance functions during hours of maintenance and for response after normal working hours. Proposer's services are to be compliant with all Federal, State, CARB, AQMD, OSHA and all other applicable regulatory requirements. ADDITIONAL COVERAGE Contractor shall repair or replace failed or worn moving parts (such as; bearings, motor rotors, motor starters, seals, gears, burners, actuators, controls and switches). Prior to beginning any repair or replacement, Contractor will troubleshoot the system to diagnose the system's problems. The City shall not incur any extra charge for this service. Contractor shall itemize the equipment list covered under repair or replaceable. Non-moving parts such as boiler tubes, shells, refrigerant/water tubes, non -manufactured or produced products, environmentally hazardous materials and/or refractory replacement are excluded. PRICING TABULATION SHEETS Prices as stated on the Building HVAC Maintenance Pricing Sheet (Exhibit B) shall be all inclusive for services as specified in this Proposal. HVAC MAINTENANCE STAFFING LEVELS The Contractor shall provide a staffing level that will provide the desired level of customer service, program support, HVAC maintenance and repair at designated City facilities: Staffing levels should include staff that is certified and proficient in the complete maintenance and repair of Turbocore Chiller systems, air handlers, pneumatic systems, and a variety of package HVAC units. Additionally, service levels shall provide the ability to respond immediately to situations involving the health and safety of employees and/or the public; comfort and operational capability of any public meeting space. Routine repairs, service requests or other non -urgent tasks shall be completed by journey level staff within one (1) working day from the date of the automated request or assignment by the City Representative. The journey -level worker(s) shall be proficient in the following trades: ® All mechanical, electronic and pneumatic aspects of chilled water systems ® Turbocore chiller systems ® ADD drives ® Air handling systems ® The interface and control of existing Siemens proprietary systems 3 F° BILLABLE WORK All work beyond and in addition to the scope of the contract shall be considered billable hours and will require that an estimate for that proposed work be provided to the City Representative for consideration and approval prior to work being completed. SECURITY BACKGROUND CHECK OF PERSONNEL Contractor is required provide security checks for all personnel assigned to work under this contract. Security checks will be coordinated through Costa Mesa Police Department. CMPD will run security checks of all personnel assigned to work under this contract. The records check will include finger printing; Department of Justice wanted person system check, California Drivers License check, Orange County warrant check and review of any local record. The City will be responsible for the costs associated with this process. Additional checks will be required for all new employees during the lifetime of the contract and all expenses shall be borne exclusively by the contractor. The City reserves the right to approve/refuse any prospective employees of the contractor as a result of the background check. The following information must be provided to the City Representative no less than 30 days prior to any employee's start of work: a. Full Legal Name b. Social Security Number c. California Drivers License or ID number d. Birth Date e. Current Valid Address SUBCONTRACTING No portion of the work covered by these specifications may be subcontracted or assigned without prior approval of the City Representative. Requests to subcontract all or any portion of services required by this contract will be submitted to the City' Representative, at least thirty (30) days in advance of the proposed effective date of the subcontract. Proposer shall include in this written request a detailed description of how the Contractor plans to oversee the services performed by the proposed subcontractor. Contractor shall be responsible for services provided by any subcontractor as if Contractor were providing the services with its own organization. Any subcontractor providing services shall have successfully passed a background check prior to commencing work and must meet the City's insurance requirements. Contractor shall bear all expenses of any subcontractor background checks and any required insurance. The City may make reasonable investigations deemed necessary and proper to determine the ability of a contractor to perform the work, and the contractor shall furnish the City all information requested for this purpose. Damages: The Contractor will be responsible for all damages to the facility or contents caused by Contractor, their staff or subcontractors during the performance of their duties. Tools & Equipment: The contractor shall furnish and maintain all equipment necessary for properly maintaining HVAC systems in City buildings. The City of Costa Mesa reserves the right to inspect equipment to be used to perform services under this contract. Any equipment determined to be in poor condition must be replaced immediately, at the contractor's expense. Failure to provide suitable equipment for carrying out all requirements of this contract may be grounds for termination. 4 It Inspections and Remedies: So as to ensure consistent quality of the work being performed, the City Representative will perform periodic inspections of HVAC systems to ensure compliance with the contract specifications. A monthly inspection report will be communicated to the Contractor for review and corrective action for any deficiencies found. During the following month's inspection the City representative will re -inspect the deficient areas. A meeting shall be held monthly between Contractor and City Representative prior to invoices being submitted for payment, to confirm the work performed meets specifications; and/or to discuss any other pertinent issues. Any deficiencies not corrected will have a dollar value assigned, represented as a percentage of the billed amount, and that dollar amount will be deducted from the monthly payments until the reported deficiency has been corrected to the satisfaction of the City Representative. EMERGENCY CALL OUT SERVICE Contractor shall provide 24 hour emergency service as needed in all aspects of HVAC emergency repair for the City facilities included in this specification. Hours shall be Monday through Friday 5:00 pm to 6:00 am and 24 hours each day on weekends and Holidays. Contractor shall have working personnel on-site within 1 hour of the call -out, or respond by telephone to the City Representative within % hour if the problem is - capable of being corrected through the use of a computer/modem to alleviate the source of complaint. HEATING -VENTILATION -AIR CONDITIONING (HVAC) MAINTENANCE AND MONITORING • Contractor shall respond to indoor temperature complaints and provide expeditious correction and record complaints and corrections at all City facilities. • Contractor shall monitor computer control systems for Siemens control panel, contacting the Siemens customer service center if problems are observed. • Contractor shall inspect all HVAC systems at least twice each year, with seasonal start-up and run inspections performed and documented. • Contractor shall provide oversight and documentation of Seasonal Preventative Maintenance of chillers and boilers; with service to be provided by Proposer. • Contractor shall review the Proposer contract and through monitoring and inspections verify that the following services are provided: • For cooling towers: disassemble screens and access panels for inspection; inspect the tower fill, support structure, sump and spray nozzles, fill valve, gear box, drive coupling, fan blades, and motor bearings; clean starter and cabinet; inspect wiring; check motor starter contacts for wear and proper operation; megger test the motor and log readings; and check the condition of the contactor, and log observations. • For pumps: lubricate bearings semi-annually. Inspect couplings and check for leaks. Investigate unusual noises. • Contractor shall perform air -handling unit maintenance which includes but is not limited to; all services recommended by manufacturer; replacing air filters at least quarterly, at all City facilities not covered under Proposer contract. • Contractor shall inspect, provide oversight and documentation that all City owned facilities under contract with Proposer are receiving required work. • Contractor shall perform monthly walkthroughs of HVAC systems for preventative maintenance work requests to Proposer. 5 9 • Contractor shall show evidence of presently serving at least three municipal customers. • Contractor shall hold current C10 and C20 licenses. • Contractor shall provide HVAC employees that; possess a State of California Joint Journeyman Apprentice Training Center certification; Automation specialists that are continually factory trained on Siemens Apogee Building Automation System, and must be able to provide monthly operator coaching and on-site training of select personnel, certified in servicing Turbocore Chillers and ABB Drives. • Contractor shall have in its employ at least 10 full-time journeymen -level mechanical personnel and factory -trained automation specialists. • Service specialists and technicians shall normally be dispatched from a local headquarters or branch within a 15 miles radius from the City Boundary line of the City of Costa Mesa. • Contractor shall provide HVAC data protection and recovery services, control loop tuning, and Siemens software updates for the Siemens automation system. • Contractor shall maintain a minimum fleet of 50 vehicles within the area they serve. • Contractor shall implement measures to remotely access the Siemens workstation for emergency service. • Service Automation specialists shall demonstrate familiarity with Siemens Apogee revision 3.11. • Contractor shall upgrade the Apogee system with the latest revisions, as they become available. • Contractor shall provide emergency access 24 hours a day / 7 days a week, Monday -Sunday. • Service specialists and technicians shall normally be dispatched from a local headquarters or branch within a 15 miles radius from the City Boundary line of the City of Costa Mesa as defined in the most current Thomas Guide Map. • Contractor shall implement measures to remotely access the Siemens workstation for emergency service. • Contractor shall supply their staff with their agency uniform and photo identification tags that will be worn at all times. Uniforms shall display the Contractor logo and employee first or last name shall be clearly visible. • Contractor shall provide MSDS sheets to City in a complete "Right to Know" binder for all products used in City facilities. City will determine location of "Right to Know" books. 6 10 SPECIFIC SERVICES Annual Maintenance Proposer will perform scheduled annual preventive maintenance in accordance with a program of standard routines as determined by your 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, extend the useful life of the City's equipment, and provide proactive indications of excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season. Proposer will also provide recommendations for additional service(s) that will better enhance equipment performance. The equipment included under this service is itemized in the List of Maintained Equipment Section beginning on Page 13 of this document. HVAC Air Filter Changing Service This service will maintain indoor air quality by changing filters quarterly and minimizing dust and particles from collecting on ductwork. This service will insure proper flow through cooling and heating coils, thus preventing restrictions in airflow, leading to higher system and energy efficiency. The equipment included under this service is itemized in the List of Maintained Equipment. In the event the air filter material or cleaning requires different frequencies than indicated (due to experience or changes in operating conditions), recommendations will be made for approval by the City Representative to adjust the frequencies and any associated price. Air Cooled Condenser Coil Cleaning This service will improve airflow across condenser coils, improve heat transfer and extend the life of the compressors. Coil cleaning consists of cleaning the outside surface of the condensing unit coils to remove any airborne particles, dirt build-up by using a brush, high pressure air, chemical with low pressure wash or chemical with high pressure wash based on the condition of outside environment and coil accessibility. The equipment included under this service is itemized in the List of Maintained Equipment (see Page 13). Evaporator Coil Cleaning Proposer will clean air handling unit evaporator coils that will help improve air circulation in the air distribution system, and reduce dust and dirt that is in the system. Coils will be cleaned at a time that is mutually agreeable between the proposer and the City Representative. Coil cleaning consists of cleaning the surface of the evaporator coil to remove dust and dirt particles that have collected on the evaporator coil. Coils will be cleaned using a vacuum cleaner and or other devices that allow the proper cleaning of the coil. The equipment included under this service is itemized in the List of Maintained Equipment (see Page 13). Refrigerant Oil Analysis Proposer will perform Spectro-chemical refrigerant oil analysis and trend oil condition that identifies contaminants and possible system malfunctions caused by wear of moving parts, such as bearings and shafts. This predictive wear analysis provides early identification of problems prior to them becoming unplanned and costly. Based on the oil analysis results, proposer will recommend when oil changes are needed, and may make other recommendations regarding the operation and maintenance of your chiller plant. This service reduces the amount of waste oil generated. The equipment included under this service is itemized in the List of Maintained Equipment in this service agreement (see Page 13). Cooling Tower ®rain & Refill Proposer will remove the condenser water from HVAC systems after the cooling season to prevent possible damage and expensive repairs caused by water freezing during winter months, and refill the system prior to 7 1\ spring start-up. The equipment included under this service is itemized in the List of Maintained Equipment (see Page 13). Operating Inspection Proposer will provide this service to assure that mechanical equipment continues to operate efficiently with little operating disruptions during the operating season. Proposer 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. A detailed list of the tasks included with this service in the Equipment Tasking section of this service agreement. 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 provided List of Maintained Equipment (see Page 13). Operating Inspection — Heating Through this service we will help to assure mechanical equipment continues to operate efficiently, safely and with little 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. You will find a detailed list of the tasks included with this service in the Equipment Tasking Section of this service agreement (see Page 8). 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 List of Maintained Equipment (see Page 13). Operating Inspection — Cooling This service will help to assure mechanical equipment continues to operate efficiently, safely and with have minimal operating disruptions during the operating season. Proposer will provide routine operating inspection(s) to check system performance in accordance with a program of standard routines as recommended by the equipment manufacturer's published recommendations, equipment application, and location. A detailed list of the tasks required with this service is in the Equipment Tasking section. 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 List of Maintained Equipment (see Page 13). Equipment Tasking The following tasks listed herein for each equipment type will be performed at the intervals planned. These tasks are designed to place the equipment into prime operating condition so that the equipment will operate effectively, reliably, and efficiently. Rooftop Packaged Units 1. Filters changed quarterly on a minimum basis or as required. 2. Preventive maintenance service to be performed quarterly. 3. Lock out and tag out equipment as required. 4. Check all electrical wiring, connections. Tighten as required. 5. Check all motor starter contactor surfaces for wear. 6. Clean electrical control enclosures. 7. Lubricate air handling unit motor bearings and fan bearings, if applicable. 8. Check air handling unit belts for wear. 9. Check belt tension and sheave alignment. 10. Change belt & change as required. . 11. Check condition of evaporator coils. Chemically clean as required. 12. Check and clean condensate drains, drain line & pan annually. 8 1-ok 13. Inspect air handling unit fan assembly. 14. Lubricate condenser motors as required. 15. Chemically clean condenser coil and fan blades annually. 16. Check structural integrity of unit. 17. Check all mounting hardware. Tighten as needed. 18. Check and calibrate controls. Reciprocating Compressors 1. Preventive maintenance shall be performed quarterly. 2. Lock out and tag out equipment as required. 3. Check all electrical wiring and connections. Tighten as needed. 4. Check starter contactor surfaces for wear. 5. Visually leak check compressor and associated refrigerant piping annually. 6. Clean exterior of compressor. 7. Check operation of crankcase heater. 8. Meg -ohm motor from starter and record annually. 9. Check and calibrate all safety and cut-out devices. 10. Check and adjust compressor capacity controls. 11. Check, calibrate and adjust all operational controls. 12. Remove compressor oil sample, perform Spectro-chemical test on oil annually. Exhaust Fans 1. Preventative Maintenance. 2. Lock out tag out equipment as required. 3. Check all electrical wiring and connections and tighten, 4. Check all motor starter contactor surfaces for wear. 5. Clean starter and electrical control enclosures. 6. Lubricate motor bearings and fan bearings. 7. Check exhaust fan belts for wear, replace as required. 8. Check belt tension and sheave alignment. Adjust as required. 9. Inspect exhaust fan unit assembly. 10. Check all mounting hardware. Tighten as required. Pneumatic Air Compressor 1. Quarterly inspect unit, check for rust spots, oil leaks & general condition of unit. 2. Drain tank, check auto drain. 3. Check belt, adjust tension & sheave alignments. Replace if necessary. 4. Meg -ohm megor and record, annually. 5. Check starter wiring & contacts. 6. Check motor amperage & voltage. 7. Check intake air filter, replace as required. Package, Gas Heat Electric Cool 1. Preventive maintenance. 2. Change filter quarterly on a minimum basis. Increase as necessary. 3. Check unit voltage and record. 4. Lubricate motors as required. 9 13 5. Check and adjust burners for proper flames. 6. Check for proper combustion and flue gas relief. 7. Record discharge temperature, heating & cooling modes. 8. Record return air temperature. 9. Check and adjust operating and safety controls. Air Handler 1. Perform maintenance quarterly. 2. Lockout tag out equipment. 3. Check starter contacts for excessive wear. 4. Tighten all starter wire connections. 5. Check belts adjust or replace as needed. 6. Check belt tension and sheave alignment. Adjust as required. 7. Meg -Ohm motor and record annually. 8. Check fan motors amps. 9. Clean and lubricate unit motor bearings and fan bearings. 10. Check operation of economy dampers. 11. Lubricate all dampers and linkages as necessary. 12. Check operation of static vane (if applicable) 13. Visually check all coils for leaks (Annually) 14. Check and record all coil delta T (Annually) 15. Inspect all mounting hardware, tighten as needed. Multi -zone Air Handler 1. Perform maintenance quarterly. 2. Lockout tag out equipment. 3. Check fan motor amps. 4. Clean and lubricate components. 5. Check operation of economy dampers. 6. Check operation of static vane or dampers. 7. Check operation of zone dampers. 8. Check and adjust operating and safety controls. Package Chiller Annual 1. Lockout tag -out equipment. 2. Check condenser / Barrel tubes. 3. Check Chiller barrel tube. 4. Check and record unit amp draw. 5. Check unit Voltage and Record. 6. Check unit pressures and record. Chiller with Reciprocating Compressors 1. Visually inspect equipment condition and operation. 2. Check for unusual vibration, noise, excessive temperatures & refrigerant leaks. 3. Check unit voltage and record. 4. Check unit operate and records. 5. Check unit operating hours and record. 6. Check condenser pressure and record. 10 ILA 7. Check evaporator pressure and record. 8. Check oil sump sight glass. 9. Record chilled water inlet temperature. 10. Record chilled water outlet temperature. 11. Check condenser water inlet. 12. Check condenser water outlet temperature. 13. Check compressor starter contacts for abnormal wear. Variable Frequency Drive 1. Check unit operation quarterly. 2. Check fault history report. 3. Check operation of manual bypass. 4. Verify drive signal increase and decrease. 5. Check and tighten all electrical connections. 6. Check starter contacts for wear. Computer Room Air Conditioning Units 1. Check all electrical wiring and connections. Maintenance is performed bi-monthly. 2. Check Filters quarterly as a minimum. 3. Check all electrical wiring and connections. Tighten as necessary. 4. Check starter contactor surfaces for wear. 5. Check compressor amps and record. 6. Check sight glass for moisture level. 7. Check operation of crankcase heater. 8. Lubricate condenser fan motor and fan bearings. 9. Check condition of condenser coil, clean as necessary. 10. Check belts for wear, replace as required. 11. Check and adjust compressor capacity controls. 12. Lubricate indoor fan motor and bearings. 13. Check humidifier for proper operation. Boiler 1. Check boilers for proper operation. Discuss any problems with buildings operating engineering staff. 2. Check and use boiler viewport to check main burner flame. 3. Turn off and secure boiler. 4. Check boilers for any unusual noise or vibration. 5. Inspect gaskets for any signs of leaks. 6. Examine the venting system 7. Remove and/or inspect gas pilot assembly. Reinstall in accordance with recommended specifications and tolerances. 8. Check boiler circulating pumps for proper operation and lubricate. 9. Check flame safeguard control for pilot and main flame ignition. 10. Check operation of blower motor and circuitry. 11. Check operation of gas valves and vents. 12. Inspect and tighten all electrical connections 13. Check and adjust all boiler limit pressure controls and running interlocks. 14. Check operation and adjust low water controls. 15. Check burner, pilot and main flame ignition. 16. Check and oil combustion air fan. 11 15 17. Check expansion tank and site glass 18. Check and record all entering and leaving water temperatures and pressures. 19. The boiler room shall be left in the same condition as existed prior to start of the work. 20. Refer to equipment O&M manual for any maintenance clarifications. 21. Complete onsite service log and PM checklist HVAC SERVICES —Pneumatic Preventive Maintenance Proposer will provide quarterly preventative maintenance on Pneumatic Air Compressors that responds to changes in mechanical component performance, building use, and climatic conditions. Service shall be in accordance with a program of standards as recommended by equipment manufacturers' recommendations. HVAC SERVICES - Water Treatment Water Treatment Services Proposer will provide Industrial water treatment to manage four main problem areas: scaling, corrosion, microbiological activity and disposal of residual wastewater. Water treatment services will extend equipment life, provide operational efficiency, minimized downtime and control water born disease such as Legionnaires. Proposer will perform water treatment service for both hot water and chilled water loops at the Costa Mesa City Hall and Police Department Facilities. This service will be completed monthly. HVAC SERVICES - Infrared Service Infrared Electric Panel Inspection The infrared inspection will be provided as it is an important form of non-destructive testing that has become an indispensable predictive maintenance tool for electrical service panels. I t s h a I I b e performed with a portable infrared imaging system, this equipment detects infrared energy (heat) emitted from an object and displays it as a dynamic thermal image. Using the IEEE/ANSI Standard, this inspection aids in the evaluation of component temperatures. Proposer will perform a biennial Infrared scan of main electrical panels at City Hall and the Police Department. A detailed report will be provided upon completion of onsite scan. ENERGY SERVICES Energy Optimization Services Proposer will perform a benchmark analysis that compares a building's energy performance against industry - recognized benchmarks and provides facility owners and operators with an objective assessment of facility performance and a valuable starting point to identify and quantify the value of energy conservation efforts. Through the Benchmark Report, Proposer will create an energy baseline and obtain, if applicable, an ENERGY STAR Performance Rating utilizing Energy Star Portfolio Manager to generate a Statement of Energy Performance. This rating compares our building's performance against buildings of similar type and operating characteristics in similar climate zones. This report will provide key data points in addition to an ENERGY STAR Performance Rating including Energy Usage Intensity (EUI), Energy Cost Intensity (ECI), and the facility's Greenhouse Gas Emissions. If our facility is not eligible to receive an Energy Star Performance Rating due to the building type or usage, the benchmark will compare facility performance versus the Department of Energy's Commercial Buildings Energy Consumption Survey (CBECS) data or the best alternative industry benchmark that is available. Based on current performance, the benchmark will indicate if the facility meets existing LEED energy performance requirements, and the number of points that could be obtained if pursuing LEED certification through the U.S. Green Building Council. 12 i( In addition, Proposer will conduct a detailed analysis of facility interval meter data, when available from site metering and/or the utility provider. This enables us to gain further insight into facility performance, and provide a snapshot report to help understand performance and pinpoint areas for operational efficiency. Based on current energy consumption and prices, Proposer energy analysts will suggest potential improvement measures and quantify the impact on energy usage, cost savings and GHG reductions. LEED Impact An Energy Star Performance Rating of 69 is required to meet the LEED for Existing Buildings: Operations & Maintenance (LEED EB) prerequisite (Energy & Atmosphere Prerequisite 2: Minimum Energy Efficiency Performance), and a minimum score of 71 is required to obtain incremental points beyond the prerequisite (Energy & Atmosphere Credit 1: Optimize Energy Efficiency Performance). For buildings that are not eligible for and ENERGY STAR Performance Rating, the LEED EB prerequisite requires a building to be 19% above the National Average, and a minimum of 21% above the National Average in order to obtain incremental points. In each case, up to 18 LEED EB points are available by documenting superior facility performance versus an industry benchmark. For detailed LEED requirements, refer to the LEED for Existing Buildings: Operations & Maintenance Reference Guide, 2009 edition. Energy Budgets and Forecasts Proposer will collect historical energy data either from the Customer directly or through the utility company with authorization from the City Representative. The minimum historical data required for this service will be the data existing for the past 12 months but 3 years historical data will be requested and is preferred. Proposer will use this data to project energy consumption patterns based on the Customer's operations. Future energy volumes will be priced according to the market per commodity. Proposer will use this pricing to produce a forecasted budget. Technology and Energy Audits Proposer will review the City's HVAC system, evaluating the current use of our HVAC System and what may have been changed or been modified in our daily facility operation that impacts the effectiveness of the system. Proposer will review applicable building control technologies, suggest possible new strategies or technologies that could be implemented to enhance our current system, and consider what changes, enhancements and/or upgrades should be made to facilitate our future plans. In addition, recommendations should be made about adding and/or modifying applications, sensors, points panels and/or software where needed to improve building operation and performance. Proposer will interface with the local utilities to determine possible incentives and rebates. Once the review is completed, a written report of the findings and recommendations will be provided during a scheduled meeting annually. POLICE DEPARTMENT— 99 FAIR DRIVE Turbocore Frictionless compressor Turbocore Frictionless compressor Chiller BAC FXT 160 Cooling Tower Worthington (Abandoned Chiller) Carrier 50LJQ Package Unit Data Air CAW1034 Computer Room Unit Baldor (3) Condenser Water Pumps Baldor (3) Chilled Water Pumps TBA Boiler Various (14) Exhaust Fans LAN Pneumatic Tube System Control Air Compressor & Dryer Various (14) Air Handling Units Various Shooting range upgrade equipment included; excludes exhaust filters 13 Modular Equipment Controller (3) Terminal Equipment Controllers (78) CITY HALL — 77 FAIR DRIVE BAC VXT150C Cooling Tower Turbocore Frictionless compressor Turbocore Frictionless compressor Turbocore Frictionless compressor Carrier 50HS-042 Package Unit Worthington LKS202942 Reciprocating Worthington LKS202942 Reciprocating Chiller Lawson Blower Worthington (18) Air Handlers Various (3) Chilled Water Pumps Various (3) Condenser Water Pumps Control Air Compressor & Dryer PXM Controller Unitary Controllers (10) Terminal Equipment Controllers (11) POLICE SUB STATION — 567 W. EIGHTEENTH STREET Rheem RPNA-048A000 Package Rheem RPNA-06000 Package Rheem Package Unit PRINT SHOP - 77 FAIR DRIVE Carrier 50HS-042 Package Unit Lennox Package Unit COMMUNICATIONS CENTER — 79 FAIR DRIVE Carrier 48GLO36620 Package Unit Carrier 48GH0065 Package Unit Carrier 50YHO24 Package Unit Carrier 48DPO12 Package Unit Loren Cook (5) Exhaust Fans NEIGHBORHOOD COMMUNITY CENTER —1845 PARK AVENUE Lennox GCS8E Package Unit Lennox GCS8E Package Unit Lennox GCS8E Package Unit Lennox GCS8E Package Lennox GCS3 Kitchen Package Unit Lennox GCS3 Package Unit Essick Evaporative Cooler/Heater Kitchen Twin City Exhaust Fan Automation Field Level Network Controller (1) Terminal Equipment Controllers (6) HISTORICAL SOCIETY -1870 ANAHEIM STREET Day Night 567CO60 Package Unit Day Night 5277C Package Unit 14 1$ MESA VERDE LIBRARY — 2969 MESA VERDE DRIVE EAST Climatrol URH08300 Package Unit Climatrol URH103007 Package Unit FIRE STATION #1 — 2803 ROYAL PALM DRIVE Janitrol 440363 Condenser Unit Janitrol 440363 Condenser Unit Janitrol 24-100 New Heaters & Evaporative Coil Janitrol 24-100 New Heaters & Evaporative Coil Carrier 58ZAV075 Gas Heaters Carrier 58ZAV075Gas Heaters Carrier 58ZAV075 Gas Heaters Carrier 58ZVA075 Gas Heaters Mitsubishi (4) Package Units = (2) Condenser Units & (2) Evaporative Units Whirlpool AEF120 Package Unit Various (3) Exhaust Fans Misc. Wall Furnaces FIRE STATION #2 — 800 BAKER STREET BDP 569bb060 Split Condenser & Evaporative Unit BDP 396GAWO Split Condenser & Evaporative Unit Misc. Wall Furnaces FIRE STATION #3 —1865 PARK AVENUE Carrier 50NQ024 Package Unit Carrier 50NQ024 Package Unit BDP 542037 Package Unit BDP 542D02 Package Unit Greenheck Kitchen Exhaust Fan Illegible Evaporative Cooler Reznors (2) Unit Heaters FIRE STATION #4 — 2300 PLACENTIA AVENUE BDP 559EJ030 Package Unit BDP 569BB060 Package Unit BDP 396AW060 Package FIRE STATION #5 — 2450 VANGUARD WAY Trane FBYC200G Package Unit Illegible EC Illegible (2) Exhaust Fans FIRE STATION #6 — 2350 SAKIOKA DRIVE Carrier 48DJD006530 Package Unit Carrier 48DJD004510 Package Unit Carrier 48DJE004510 Package Unit Carrier 48DJD00510 Package Unit Various (5) Exhaust Fans 15 NEW CORP YARD — 2310 PLACENTIA AVENUE Lennox HS16-651 Package Unit Lennox GS15Q4/5X Split Unit Lennox GS15Q3/4X Heating Balearic Center — 1975 Balearic Dr. Hayes 210SED-CF 2 ea 20X24X1 Filters Hayes 210SED-CF 2 ea 20X24X1 Filters Hayes 210SED-CF 4ea 20X24X1 Filters OLD CORP YARD — 2300 PLACENTIA AVENUE Carrier 48GSN060090301 Package Unit Downtown Recreation Center - 1860 Anaheim Avenue Carrier 48HJE012 Package Unit Carrier 48HJE006 Package Unit Carrier 48HJE008 Package Unit Carrier 48HJE004 Package Unit Cook 150 ACRU 5B Exhaust Cook 150 ACE B 135 C313 Exhaust Fan Cook 150 ACE B 135 C213 3 ea Exhaust Fan Cook GEM GN 340 2 ea Exhaust Fan Cook LITTLE GEM II 2 ea Exhaust Fan Modine 4 ea Make up air units Senior Center Carrier 40AQ018 Package Unit 2 Carrier 48DJD004 Package Unit 3 Carrier 48DJD005 Package Unit Carrier 48DJD006 Package Unit Carrier 48DJD007 Package Unit Carrier 48DJD008 Package Unit Carrier 48DJ009 Package Unit 2 Carrier 48DJ007 Package Unit Carrier 48DJE012 Package Unit Carrier 48DJE014 Package Unit Cook Exhaust Fans 8 ea Essick Tri -Temp 175 L Make up air unit Interested Contractors are to provide the City of Costa Mesa with a thorough proposal using the following guidelines: Proposal should be typed and should contain no more than 20 typed pages using a 12 -point font size, including transmittal letter and resumes of key people, but excluding Index/Table of Contents, tables, charts, and graphic exhibits. Each proposal will adhere to the following order and content of sections. Proposal should be straightforward, concise and provide "layman" explanations of technical terms that are used. Emphasis should be concentrated on conforming to the RFP instructions, responding to the RFP requirements, and on providing a complete and clear description of the offer. Proposals which appear unrealistic in the terms of technical commitments, lack of technical competence, or are indicative of failure to 16 -,A0 comprehend the complexity and risk of this contract, may be rejected. The following proposal sections are to be included in the bidder's response: A. Vendor Cover Letter A cover letter, not to exceed three pages in length, should summarize key elements of the proposal. An individual authorized to bind the consultant must sign the letter. The letter must stipulate that the proposal price will be valid for a period of at least 180 days. Indicate the address and telephone number of the Contractor's office located nearest to Costa Mesa, California and the office from which the project will be managed. B. Background and Project Summary Section The Background and Project Summary Section should describe your understanding of the City, the work to be done, and the objectives to be accomplished. Refer to Scope of Work of this RFP. C. Methodology Section Provide a detailed description of the approach and methodology to be used to accomplish the Scope of Work of this RFP. The Methodology Section should include: 1) An implementation plan that describes in detail (i) the methods, including controls by which your firm manages projects of the type sought by this RFP; (ii) methodology for soliciting and documenting views of internal and external stakeholders; (iii) and any other project management or implementation strategies or techniques that the respondent intends to employ in carrying out the work. 2) Detailed description of efforts your firm will undertake to achieve client satisfaction and to satisfy the requirements of the "Scope of Work" section. 3) Detailed project schedule, identifying all tasks and deliverables to be performed, durations for each task, and overall time of completion. 4) Detailed description of specific tasks you will require from City staff. Explain what the respective roles of City staff and your staff would be to complete the tasks specified in the Scope of Work. 5) Firms and individuals wishing to be considered shall include in their submissions the steps they will, if selected, implement and adhere to for the recruitment, hiring and retention of former employees of the City who have been displaced due to layoff or outsourcing of functions and services formerly provided by the City. 6) Proposers shall disclose any and all past or current business and personal relationships with any current Costa Mesa elected official, appointed official, City employee, or family member of any current Costa Mesa elected official, appointed official, or City employee. Any past or current business relationship does not disqualify the firm from consideration. D. Staffing Provide a list of individual(s) who will be working on this project and indicate the functions that each will perform. Include a resume for each designated individual. Upon award and during the contract period, if the Contractor chooses to assign different personnel to the project, the Contractor must submit their names and qualifications including information listed above to the City for approval before they begin work. E. Qualifications The information requested in this section should describe the qualifications of the firm, key staff and sub -Contractors performing projects within the past five years that are similar in size and scope to demonstrate competence to perform these services. Information shall include: 1) Names of key staff that participated on named projects and their specific responsibilities with respect to this scope of work. 17 a1 2) A summary of the your firm's demonstrated capability, including length of time that your firm has provided the services being requested in this Request for Proposal. 3) Provide at least five local references that received similar services from your firm. The City of Costa Mesa reserves the right to contact any of the organizations or individuals listed. Information provided shall include: ♦ Client Name s Project Description s Project start and end dates ♦ Client project manager name, telephone number, and e-mail address F. Fee Proposal Proposer shall complete and submit pricing sheet (Exhibit B) and include such additional information as necessary to allow the City to complete an evaluation of the competitiveness of the proposal. 5. PROCESS FOR SUBMITTING PROPOSALS ♦ Content of Proposal The proposal must be submitted using the format as indicated in the proposal format guidelines. ♦ Preparation of Proposal Each proposal shall be prepared simply and economically, avoiding the use of elaborate promotional material beyond those sufficient to provide a complete, accurate and reliable presentation. ♦ Number of Proposals Submit four (4) copies plus one disk copy of your proposal in sufficient detail to allow for thorough evaluation and comparative analysis. ♦ Submission of Proposals Complete written proposals must be submitted in sealed envelopes marked and received no later than 4:00 p.m. (P.S.7) on November 28, 2011 to the address below. Proposals will not be accepted after this deadline. Faxed or e-mailed proposals will not be accepted. City of Costa Mesa City Clerk's Office 77 Fair Drive Costa Mesa, CA 92628-1200 RE: REQUEST FOR PROPOSAL FOR MUNICIPAL FACILITY HVAC MAINTENANCE Proposal No. 1144 ♦ Inquiries Questions about this RFP must be directed in writing, via e-mail to: John Aguilar, Facility & Equipment Supervisor john.aguilar@costamesaca.gov From the date that this RFP is issued until a firm is selected and the selection is announced, firms are not allowed to communicate for any reason with any City employee other than the contracting officer listed above regarding this RFP, except during the pre -proposal conference. Refer to the Schedule of Events of this RFP or the City webpage to determine if a pre -proposal conference has been scheduled. The City reserves the right to reject any proposal for violation of this provision. No questions other than written will be accepted, and no response other than written will be binding upon the City. ♦ Conditions for Proposal Acceptance This RFP does not commit the City to award a contract or to pay any costs incurred for any services. The City, at its sole discretion, reserves the right to accept or reject any or all proposals received as a 18 X _ result of this RFP, to negotiate with any qualified source, or to cancel this RFP in part or in its entirety. All proposals will become the property of the City of Costa Mesa, USA. If any proprietary information is contained in the proposal, it should be clearly identified. 6. EVALUATION CRITERIA The City's consultant evaluation and selection process is based upon Qualifications Based Selection (QBS) for professional services. The City of Costa Mesa may use some or all of the following criteria in its evaluation and comparison of proposals submitted. The criteria listed are not necessarily an all-inclusive list. The order in which they appear is not intended to indicate their relative importance: A. Compliance with RFP requirements B. Understanding of the project C. Recent experience in conducting similar scope, complexity, and magnitude for other public agencies D. Educational background, work experience, and directly related consulting experiences E. Price F. References The City may also contact and evaluate the bidder's and subContractor's references; contact any bidder to clarify any response; contact any current users of a bidder's services; solicit information from any available source concerning any aspect of a proposal; and seek and review any other information deemed pertinent to the evaluation process. The evaluation committee shall not be obligated to accept the lowest priced proposal, but shall make an award in the best interests of the City. After written proposals have been reviewed, discussions with prospective firms may or may not be required. If scheduled, the oral interview will be a question/answer format for the purpose of clarifying the intent of any portions of the proposal. The individual from your firm that will be directly responsible for carrying out the contract, if awarded, should be present at the oral interview. A Notification of Intent to Award may be sent to the vendor selected. Award is contingent upon the successful negotiation of final contract terms. Negotiations shall be confidential and not subject to disclosure to competing vendors unless an agreement is reached. If contract negotiations cannot be concluded successfully, the City may negotiate a contract with the next highest scoring vendor or withdraw the RFP. 7® STANDARD TERMS AND CONDITIONS ® Amendments The City reserves the right to amend this RFP prior to the proposal due date. All amendments and additional information will be posted to the Costa Mesa Procurement Registry, Costa Mesa - Official City Web Site - Business - Bids & RFP's; bidders should check this web page daily for new information. ® Cost for Preparing Proposal The cost for developing the proposal is the sole responsibility of the bidder. All proposals submitted become the property of the City. ® Contract Discussions Prior to award, the apparent successful firm may be required to enter into discussions with the City to resolve any contractual differences. These discussions are to be finalized and all exceptions resolved within one (1) week from notification. If no resolution is reached, the proposal may be rejected and discussions will be initiated with the second highest scoring firm. ® Confidentiality Requirements The staff members assigned to this project may be required to sign a departmental non -disclosure statement. Proposals are subject to the Freedom of Information Act. The City cannot protect proprietary data submitted in proposals. 19 ;3 ® Financial Information The City is concerned about bidders' financial capability to perform, therefore, may ask you to provide sufficient data to allow for an evaluation of your firm's financial capabilities. e Indemnification: Proposer(s) shall protect and indemnify the City, the City Council, and all of its or their officers, agents and servants against any claim or liability arising from or based on bidder's violation of any existing or future State, Federal, and local laws, ordinances, regulations, orders or decrees pertaining to bidder's submittal. Proposer(s) agree(s) to protect, defend, indemnify, save and hold harmless the City and its elected and appointed boards, officers, agents, and employees from any and all claims, liabilities, expenses, or damages of any nature, including attorney fees, for injury to or death of any person (proposer's employees included), and for injury to any property, including consequential damages of any nature resulting there from, arising out of or in any way connected with the performance of this contract, except that the indemnity obligation of proposer shall be reduced by an amount proportional to the active negligence of City, if any. Proposer shall comply with all of the provisions of the Workers' Compensation insurance laws and Safety in Employment laws of the State of California, including the applicable provisions of Divisions 4 and 56 of the California Labor Code and all amendments thereto and regulations promulgated pursuant thereto, and all similar State, Federal, or local laws applicable; and contractor shall indemnify and hold harmless the City from and against all claims, liabilities, expenses, damages, suits, actions, proceedings and judgments, or every nature and description, including attorney fees, that may be presented, brought or recovered against the City for or on account of any liability under or failure to comply with any of said laws which may be incurred by reason of any work performed under this contract by proposer or any subcontractor or others performing on behalf of proposer. The City does not, and shall not waive any rights against proposer(s) which it may have by reason of the above hold harmless agreements, because of the acceptance by the City or the deposit with the City by contractor of any or all of the required insurance policies. The hold harmless agreements by proposer(s) shall apply to all liabilities, expenses, claims, and damages of every kind (including but not limited to attorney fees) incurred or alleged to have been incurred, by reason of the operations of proposer or any subcontractor or others performing on behalf of proposer, whether or not such insurance policies are applicable. Proposer(s) shall require any and all subcontractors to afford the same degree of indemnification to the City of Costa Mesa and its elected and appointed boards, officers, agents, and employees that is required of proposer(s) and shall incorporate identical indemnity provisions in all contracts between proposer(s) and his/her subcontractors. In the event that proposer(s) and City are sued by a third party for damages caused or allegedly caused by negligent or other wrongful conduct of proposer (s), or by a dangerous condition of City's property created by proposer (s) or existing while the property was under the control of proposer (s), proposer (s) shall not be relieved of its indemnity obligation to City by any settlement with any such third party unless that settlement includes a full release and dismissal of all claims by the third party against the City. 20 a,4 ® Insurance Requirements City requires that licensees, lessees, and vendors have an approved Certificate of Insurance (not a declaration or policy) on file with the City for the issuance of a permit or contract. Within ten (10) consecutive calendar days of award of contract, successful bidder must furnish the City with the Certificates of Insurance proving coverage as specified below. Failure to furnish the required certificates within the time allowed could result in forfeiture of the Proposal Security. Proposer(s) shall not commence work under this contract until he/she has obtained all insurance required under this section and the insurance has been approved by City as to form, amount, and carrier, nor shall proposer(s) allow any subcontractor to commence any work until all similar insurance required of the subcontractor has been obtained and approved. Neither the failure of proposer(s) to supply specified insurance policies and coverage, nor the failure of City to approve same shall alter or invalidate the provisions of this contract. The Contractor agrees to: A. Obtain insurance coverage of the types and amount required in this section and keep such insurance coverage in force throughout the life of this contract. All policies will contain an endorsement providing that written notice be given to the City at least ten (10) calendar days prior to termination, cancellation, or reduction in coverage in any policy. B. The Comprehensive General Liability Insurance and Comprehensive Automobile Liability Insurance policies will include the City as an additional insured with respect to liability arising out of the performance of this contract. The Contractor agrees that the insurance hereunder will be primary and that any insurance carried by the City will be excess and not contributing. C. Provide and maintain minimum insurance limits as applicable. Contractor will present to the City written evidence (Certifications of Insurance) of compliance with Items A., B and C. above. Said evidence shall be to the City of Costa Mesa's Risk Management satisfaction. WORKERS' COMPENSATION INSURANCE: Proposer(s) shall obtain and maintain during the life of this contract workers' compensation insurance and, if any work is sublet, proposer(s) shall require all subcontractors to obtain workers' compensation insurance. All workers' compensation insurance policies shall provide that the insurance may not be canceled without thirty (30) days advance written notice of such cancellation to City. Proposer(s) is aware of the provision of Section 3700 of the Labor Code, which requires every employer to be insured against liability for Workman's Compensation or undertake self-insurance in accordance with the provisions of that Code, and will comply, with such provisions before commencing the performance of the work of this contract. LIABILITY INSURANCE COVERAGE: Proposer(s) shall obtain and maintain during the life of this contract the following insurance coverage: Commercial General Liability, including coverage for premises -operations, products/completed operations hazard, blanket contractual, broad form property damage, and independent contractors, personal injury. Automobile liability, including owned, hired, and non -owned vehicles. The above insurance coverages shall have limits of not less than one million dollars ($1,000,000.00) combined single limit, per occurrence and aggregate. 21 3S Endorsements to the policies providing the above insurance shall be obtained by proposer(s), adding the following three provisions: Additional insureds: (For Commercial General Liability only) "The City of Costa Mesa and its elected and appointed boards, officers, agents, and employees are additional insureds with respect to the subject project and agreement:" Notice: "Said policy shall not terminate, nor shall it be cancelled nor the coverage reduced, until thirty (30) days after written notice is given to City." Other Insurance: "Any other insurance maintained by the City of Costa Mesa shall be excess and not contributing with the insurance provided by this policy." All insurance carriers utilized by the proposer(s) or any subcontractor under this contract shall be approved by the California Department of Insurance to transact business in the State of California. The types of services provided under this contract may further require proposer's insurance carrier(s) to be admitted insurers in the State of California. 22 a(0 CONDITIONS. The following standard conditions are always applicable, and the following work order conditions are also applicable when this order provides for performance of any work. STANDARD CONDITIONS 1. Law: This contract is governed by the laws of the State of California. The provisions of the Uniform Commercial Code shall apply except as otherwise set forth in this contract. 2. Contract: This order, when accepted by SELLER either in writing or by the shipment of any article or other commencement of performance hereunder, constitutes the entire contract between SELLER and the CITY, no exceptions, alternates, substitutes or revisions are valid or binding on the CITY unless authorized by the CITY in writing. The SELLER acknowledges that he has read and agrees to all terms and conditions of this contract/purchase order. The only terms and conditions that will be applicable to the interpretation of this contract are those issued by the City of Costa Mesa. 3. Taxes: Unless otherwise provided herein or by law, price quoted does not include California State sales or use tax. The City is exempt from Federal excise tax. 4. Delivery: Time of delivery is the essence of this contract. The CITY reserves the right to refuse any goods and to cancel all or any part of the goods not delivered by the due date and/or not conforming to applicable specifications, drawings, samples or descriptions. Acceptance of any part of the order shall not bind CITY to accept future shipments, nor deprive it the right to return goods already accepted, at SELLER'S expense. Overshipments and undershipments shall be only as agreed to by CITY. 5. Risk of Loss: Delivery shall not be deemed to be complete until goods have been actually received and accepted by CITY. Payment shall be made after satisfactory acceptance of shipments by the CITY. 6. Warranty: SELLER expressly warrants that the goods covered by this order are of merchantable quality, satisfactory and safe for consumer use, and are fit for the particular purpose as set forth in the CITY S specification. Acceptance of this order shall constitute an agreement upon SELLER'S part to indemnify and hold harmless from liability, loss, damage and expense, including reasonable attorney fees, incurred or sustained by CITY, its officers, employees and agents, by reason of the failure of the goods to conform to such warranties, faulty work performance, negligent or unlawful acts, and noncompliance with any applicable local, State or Federal codes, ordinances, orders, or statutes, including the Occupational Safety and Health Act (OSHA) and the California Industrial Safety Act. Such remedies shall be in addition to any other remedies provided by law. Inspection by the City of Costa Mesa or its agents or employees and acceptance of the articles, materials and work covered by this contract shall not constitute release or waiver of the City of Costa Mesa's rights by reason of failure of Contractor to comply with any of the warranties contained herein. Warranties herein expressed or implied shall be construed as consistent with each other and as cumulative and, where in conflict, the specifications of the City of Costa Mesa shall be paramount. 7. Infringement: SELLER shall indemnify and defend CITY, at SELLER'S expense, against all claims, demands, suits, liability and expense on account of alleged infringement of any patent, copyright or trademark, resulting from or arising in connection with the manufacture, sale, normal use or other normal disposition of any article or material furnished hereunder. 8. Assignment: Neither this order nor any claim against CITY arising directly or indirectly out of or in connection with this order shall be assignable by SELLER or by operation or law, nor shall SELLER subcontract any obligations hereunder, without CITY'S prior written consent. 9. Default: If SELLER or any subcontractor breaches any provision hereof, or becomes insolvent, enters bankruptcy, receivership or other like proceeding (voluntarily or involuntarily) or makes assignment for the benefit or creditors, CITY shall have the right, in addition to any other rights it may have hereunder or by law, to terminate this order by giving SELLER written notice whereupon (a) CITY shall be relieved of all further obligation hereunder, except to pay the reasonable value of SELLER'S prior performance, but not more than the contracted price, and (b) CITY may procure the articles or services from other sources and may deduct from unpaid balance due the vendor or may collect against the bond or surety, or may invoice the vendor for excess cost so paid. The price paid by CITY shall be considered prevailing market price at the time such purchase is made. 10. Labor Disputes: Whenever any actual or potential labor dispute delays or threatens to delay the timely performance of this order, SELLER shall immediately give written notice thereof to CITY. 11. Nondiscrimination: In the performance of the terms of any contract resulting from this order, SELLER agrees that they will not engage nor permit such subcontractors, where applicable as he may employ, from engaging in discrimination in employment of persons because of the race, color, sex, national origin or ancestry, disability or religion of such person. 12. Termination: The CITY reserves the right to terminate this contract without penalty and without cause after 30 days' written notice unless otherwise specked. WORK ORDER CONDITIONS 13. Performance: SELLER shall perform all work diligently, carefully, and in a good 15. Insurance: SELLER shall maintain in full force during the term of this contract the and workmanlike manner; shall furnish all labor, supervision, machinery, following insurances, in a form and with companies as approved by the CITY, with equipment, materials and supplies necessary therefor; shall obtain and maintain limits not less than those specked: (a) Worker's Compensation and Employer's all building and other permits and licenses required by public authorities in Liability complying with any statutory requirements; (b) Commercial General connection with performance of the work; and, if permitted to subcontract, shall be Liability insurance including broad form property damage, products/completed fully responsible for all work performed by subcontractors. SELLER shall conduct operations and contractual liability coverage, with a $1,000,000 combined single all operations in SELLER'S own name and as independent contractor, and not in limit each occurrence; Endorsements to the Commercial General Liability the name of, or as an agent for CITY. insurance shall be obtained by contractor, adding the following three provisions; (1) Additional insureds: "The City of Costa Mesa and its elected and appointed 14. Indemnification: The Contractor hereby agrees to defend at his own cost and to boards, officers, agents, and employees are additional insureds with respect to the indemnify and hold harmless the City of Costa Mesa, its officers, agents and subject project and agreement." (2) Notice: "Said policy shall not terminate, nor employees, from and against any and all liability, damages, costs, losses, claims shall it be cancelled nor the coverage reduced, until thirty (30) days after written and expenses, howsoever caused, resulting directly or indirectly from or notice is given to City." (3) Other insurance: "Any other insurance maintained by connected with the performance of the contract (including but not limited to such the City of Costa Mesa shall be excess and not contributing with the insurance liability, costs, damage, loss, claim, or expense arising from the death or injury to provided by this policy." (c) Comprehensive Auto Liability (including the owned, an agent or employee of the Contractor, subcontractor, or the City of Costa Mesa nonowned and hired automobile hazards) with $1,000,000 combined single limit or loss of, damage to, or destruction of the property of Contractor, subcontractor, each occurrence. If the CITY so desires, these limits may be increased or or of the City of Costa Mesa or of any agent or employee of the Contractor, decreased. subcontractor, or of the City of Costa Mesa), except where such liability, damages, costs, losses, claims or expenses are caused solely by the negligent or wrongful acts of the City of Costa Mesa or any of its agents or employees other than negligent omission or commissions of the City of Costa Mesa, its agents or employees, in connection with the general supervision or direction of the work to be performed hereunder. The Contractor, in addition to the foregoing, specifically shall indemnify and save harmless the City of Costa Mesa, any and all of the City of Costa Mesa's officers, agents, and employees, from any liability by reason of California safe place statutes or similar provisions pertaining to the workplace or safety of materials or equipment supplied by the City of Costa Mesa or others at 16. Bilis and Liens: SELLER shall pay promptly all indebtedness for labor, materials and equipment used in performance of the work. SELLER shall not permit any lien or charge to attach to the work or the premises, but if any does so attach, SELLER shall promptly procure its release and indemnify CITY against all damages and expense incident thereto. 17. Bonds: If the CITY so desires, SELLER shall provide payment and performance bonds as required. the direction of the City of Costa Mesa and used in the performance of the work 18. Changes: SELLER shall make no change in the work or perform any additional hereunder. work without the CITY'S speck written approval. MISCELLANEOUS CONDITIONS 19. All plants and materials must be free of pests and disease. If any are found, the 20. Vendor is required to provide a completed MSDS (Material Safety Data Sheet) for material will be rejected and refused. Vendor will pick up at no cost to the CITY. hazardous substances as required by Labor Code Sections 6390; General Industrial Safety Order, Section 5194; and Title 8, California Admins. Code. MSDS sheet for each specified item shall be sent to place of shipment, and a copy sent to the Purchasing Division. DEFINITION Whenever used herein, "CITY" shall mean, City of Costa Mesa, a political subdivision of the State of California. (5146-22) 23 �� City of Costa Mesa MUNICIPAL HVAC FACILITIES LOCATIONS HVAC SYSTEMS TO BE MAINTAINED AT THESE LOCATIONS BUILDING/FACILITY ADDRESS SQUARE FOOTAGE Balearic Center 1975 Balearic Drive 8,035 City Hall 77 Fair Drive 73,341 Communications Center 79 Fair Drive 7,960 Corp Yard Rear (Old) 2300 Placentia Avenue 17,450 Corp Yard Front (New) 2310 Placentia Avenue 18,006 Downtown Community Center 1860 Anaheim Avenue 12,000 Fire Station #1 2803 Royal Palm Avenue 9,308 Fire Station #2 800 Baker Street 4,800 Fire Station #3 1865 Park Avenue 6,500 Fire Station #4 2300 Placentia Avenue 7,213 Fire Station #5 2450 Vanguard 6,500 Fire Station #6 2350 Sakioka Drive 9,200 Historical Society Building 1870 Anaheim 4,000 Mesa Verde Library 2969 Mesa Verde Dr. East 5,888 Neighborhood Community Center 1845 Park Avenue 24,000 Police Facility 99 Fair Drive 50,646 Police Substation 567 W. 18th Street 8,966 Senior Center 695 W. 19th Street 20,127 25 �q 30 BUILDING HVAC MAINTENANCE BID PRICING BUILDING ADDRESS MONTHLY LABOR HOURS TOTAL MONTHLY COST ANNUAL COST Balearic Center 1975 Balearic Drive $ $ City Hall 77 Fair Drive $ $ Communications Center 79 Fair Drive $ $ Corporation Yard (Old) 2300 Placentia Avenue $ $ Corporation Yard (New) 2310 Placentia Avenue $ $ Downtown Recreation Center 1860 Anaheim Avenue $ $ Fire Station #1 2803 Royal Palm Avenue $ $ Fire Station #2 800 Baker Street $ $ Fire Station #3 1865 Park Avenue $ $ Fire Station #4 2300 Placentia Avenue $ $ Fire Station #5 2450 Vanguard $ $ Fire Station #6 2350 Sakioka Drive $ $ Historical Society Building 1870 Anaheim $ $ Mesa Verde Library 2969 Mesa Verde Drive East $ $ Neighborhood Community Center 1845 Park Avenue $ $ Police Facility 99 Fair Drive $ $ Police Substation 567 W. 18th Street $ $ Senior Center 695 W. 19th Street $ $ 27 Date: 11/07/11 77 FAIR DRIVE, P.O. BOX 1200, COSTA MESA, CA 92628-1200 PUBLIC SERVICES DEPARTMENT Addendum #1 — RFP 1144 Request for Proposals for HVAC Maintenance Services The following changes and/or updates are to be included in the request for proposals for RFP 1144. Page 2 — PRE -PROPOSAL CONFERENCE; The time and place of the Pre -Proposal Conference was inadvertently omitted from the solicitation. The Pre -Proposal Conference is scheduled for Wednesday, November 09, 2011 at 10:00am in Conference Room 1A at City Hall, located at 77 Fair Drive in Costa Mesa. Attendance at the conference is not mandatory to submit a proposal. However, respondents are reminded it is their responsibility to check the City's website often for updates to the RFP. Respondents are encouraged to submit written questions, via electronic mail as instructed on page 18 of the RFP, and are reminded the deadline to submit questions is close of business at 5:00pm on Monday, November 14, 2011. The City's responses to written questions received according to the terms of the RFP will be posted to the website on Friday, November 18, 2011. As a reminder, proposals are due on November 28, 2011 at 4:00 p.m. in the City Clerk's Office. John Aguilar Facility & Equipment Supervisor City of Costa Mesa Neighborhood Comm Ctr 24x24x2 = 6 16x25x2 = 5 12x24x2 = 3 20x25x2 = 3 20x2Ox2 = 4 Fire Sta # 2 16x25x2 = 2 Fire Sta # 3 16x25x2 = 3 20x25x2 = 1 Fire Sta # 4 16x25x2 = 2 14x3Ox1 = 1 Fire Sta # 5 16x25x1 = 6 Fire Sta # 6 16x25x2 = 8 New Corp Yard 18x20x1 = 1 Police Dept Substation 18x18x1 = 6 20x3Ox2 = 2 20x25x2 = 1 Salaeric Rec Center 20x24x1 = 4 10x24x1 = 3 City of Costa Mesa HVAC FILTER LIST City Hall 16x20x2 = 10 16x25x2 = 16 20x25x2 = 16 20x2Ox2 = 10 18x25x2 = 6 20x2Oxl = 4 20x25xl = 1 Police Dept. 24x24x2 = 16 16x24x2 = 4 24x24x12 = 16 16x24x12 = 4 16x25x2 = 8 20x25x2 = 6 33 Date: 11/18/11 FAIR DRIVE, P.O. BOX 1200, COSTA MESA, CA 92628-1200 PUBLIC SERVICES DEPARTMENT FACILITIES MAINTENANCE RFP 1144 - HVAC MAINTENANCE Addendum #2 - Questions and Answers The following questions have been submitted for response. The City's response to each question will appear in blue after the question. This addendum is intended to be for informational purpose only and is NOT REQUIRED to be submitted as part of your proposal. NOTE: AS OF 5:OOPM ON FRIDAY, NOVEMBER 18, 2011 NO FURTHER QUESTIONS REGARDING THIS RFP WILL BE ACKNOWLEDGED OR ANSWERED. 1. What time will the pre -proposal conference on November 9, 2011 take place? The Pre -Bid Conference is scheduled for Wednesday, Nov 09, 2011 in Conference Room 1A in City Hall located at 77 Fair Dr. 2. Will the City make the pre -proposal conference mandatory for all bidders to attend? Attendance is not mandatory to submit a proposal. 3. Regarding page 3 entitled, "Additional Coverage", what is your intent for the automation system? The automation system at City Hall, Police Dept and Neighborhood Community Center shall include updating current software to the latest available version and all associated interface is to be included as part of the coverage as a mechanical guaranty. (The sites for automation are City Hall, The Police Department and the Neighborhood Community Center). 4. What will be the total length of time for the service contract? The contract term will be for five years with three one-year extensions at the City's discretion. . Is water treatment, maintaining of the chiller water to prevent metal attacks by corrosion, included in the contract? Water treatment is included in the contract services. 2 RFP 1144 - HVAC MAINTENANCE Addendum #2 - Questions and Answers - continued 6. What is the interval for eddy testing (the integrity testing of the chiller tubes)? Eddy current testing to be performed at five year intervals. 7. Is there a list of the HVAC filter sizes for the various city facilities? A list of the filter sizes is attached to this addendum. However, the attachment does not include the Downtown Recreation Center, Senior Center and Old Corporation Yard, whose numbers will be forthcoming. End of questions and answers. NOTE: There is a correction to the square footage of the Police Dept facility as listed in Exhibit A — Municipal HVAC Facilities Locations. The square footage of that facility listed at 50,646 should be corrected to read 85,207. 2 26 Attachment #2 ►: W November 28, 2011 City of Costa Mesa City Clerk's Office 77 Fair Drive Costa Mesa, CA 92628-1200 Re: Request for Proposal for Municipal Facility HVAC Maintenance, Proposal No. 1144 Dear City Clerk: Siemens Industry, Inc., Building Technologies Division represents the well-qualified firm you seek to provide the comprehensive heating -ventilation -air conditioning (HVAC) maintenance and repair program for the wide variety of City of Costa Mesa facilities. The work will include the provision of a total maintenance/management program including, but not limited to the inspection, preventive maintenance, repair, programming and other tasks and services necessary to insure safe, well maintained HVAC systems providing quality air for City employees and the public. This response to the above referenced RFP substantiates our company's capabilities to continue to deliver this outstanding service to the City of Costa Mesa. Siemens has proudly served the City since April 1991. We wish to continue to provide the City with the following services we have provided for decades. ® Building Control through Automation • HVAC Maintenance Services ® HVAC Products ® Energy Services It is our desire to make it easy for the City to do business with Siemens. Siemens understands the nuances of the City and its operations. Over the years of service we have provided, we have stream -lined service and communications with City staff. This has worked to our respective benefit. Siemens resources are the hallmark of our service capabilities. We employ 2,000 automation and mechanical specialists, 200 Service Engineers and 125 Energy Engineers, all of whom provide on-going service from over 100 locations in the U.S. Siemens Remote Operation Services Center serves our customers 240 with online and onsite support. Our response time to the City can be as short as 2 hours, in the event of an emergency. Additionally, we are quick to troubleshoot any problems the City has, as we are expertly familiar with the equipment after so many years of service. Our Energy and Environmental Solutions have saved the City close to $2 million in documented energy savings from 1991 — 2010. Siemens has helped more than 500 customers realize more than $2 Billion in energy and operations savings over the past 10 years. Like the City, 26% of those customers have been governmental entities. 10775 Business Center Drive, Cypress, CA 90630(D Customer satisfaction is our #I priority, evident in our most recent award, the "MarketTools CustomerSatrm Ace Award for Achievement in Customer Excellence, for the second straight year. We have led the competition in customer satisfaction since 2005. This is due in part to the broad spectrum of services we provide. Siemens has been in the vanguard of integrating core infrastructure systems: HVAC, fire safety, security, lighting and more are managed via a single workstation. By providing an open platform (through BACnet, LonTalk, Modbus, OPC and )UAL), Siemens offers break -through facility performance and efficiency. Siemens is leading the industry in technology, evident in the following facts: • Currently, Siemens in the U.S. spends $3 million dollars DAILY in research and development. • Ranked in the top 15 for U.S. Patents • Siemens created the world's first electric street lighting and formed the Osram Lightbulb Co., now Sylvania. • Siemens invented the first commercially successful temperature control device. • We offered the first wireless network for automated building controls in the industry. Siemens technological impact on America is profound. Some of our contributions include: • Building performance solutions for more than 20,000 locations in the U.S. • Power generating systems that produce more than 1/3 of the nation's electricity. • One of the largest suppliers of energy management control systems for the U.S. power grid. • The leading supplier of automation controls and material handling systems. • Siemens water treatment technology company purifies the water that fills 750,000 bottles of drinking water in the U.S. daily. • Siemens produces 3.3 million energy saving lamps in the US every day. • #1 on the Dow Jones Sustainability Index Siemens proposed services will be managed from our North Orange County branch located at 10775 Business Center Drive, Cypress, CA 90630, 714-761-2200. The proposal price contained in the following proposal will be valid for a period of 180 days. We respectfully present this proposal for continuing our service and look forward to serving the City for years to come Sincerely, Mitcli §ager Area Sales Manager 10775 Business Center Drive, Cypress, CA 90630 1 Background and Project Summary Section 2 1.1 Customer Objectives 2 1.2 Current Situation 3 1.3 Siemens Capabilities 3 2 Methodology 4 2.1 Technical Support Implementation Plan 4 2.1.1 HVAC CONTROL SERVICES — Automation 4 2.1.2 BAS Equipment Tasking 5 2.1.3 HVAC SERVICES — Facility Equipment 5 2.1.4 Equipment Tasking 7 2.2 HVAC SERVICES — Pneumatic 7 2.3 HVAC SERVICES — Water Treatment 7 2.4 Electrical SERVICES — Infrared Service 7 2.5 ENERGY SERVICES 8 2.5.1 Energy Optimization Services 8 2.6 Customer Support Services 9 2.6.1 Emergency Response 9 2.6.2 Customer Directed Support 10 2.6.3 Operator Coaching 10 2.6.4 Educational Services — Delivered at Siemens Local Office 10 2.6.5 Account Management 10 2.6.6 Collaboration with the City 11 2.7 Former City Employees 11 2.8 Past or current business or personal relationships 12 3 Staffing 13 4 Qualifications 18 5 Fee Proposal 19 W Appendix A. Discounted Labor & Material Pricing Appendix B. Maintenance Schedule for Automation and Mechanical Equipment »> Appendix C. Building Automation System Equipment due for upgrades Appendix D. Automation System Tasking Appendix E. Mechanical Equipment Tasking Appendix F. Siemens Training Directory Appendix G. Siemens Customer Voice Appendix H. Customer Report Card Appendix I. Maintained Equipment Table and Site Locations Appendix J. RFP Exhibit B: BUILDING HVAC MAINTENANCE BID PRICING w Background and Project Summary Section 1.1 Customer Objectives The City strives to support its thriving business community and resident's needs through administrative functions carried out in a number of municipally -run facilities. The comfort and efficient operation of these facilities must be assured. This response to RFP #1144 will proactively serve to protect that substantial investment through a program of planned service tasks by our trained technical staff. ® The City seeks the automation and mechanical service expertise, familiarity with the City's existing equipment complement and warranty assurances Siemens Industry, Inc. (Siemens) can provide. ® As a Siemens service contract customer, the City would benefit from a discount in labor rates, which other non -contract customers do not receive. Siemens rate sheet is referenced in Appendix A and clearly indicates the discount afforded to contract customers. Our objective is to facilitate the long-term success of the City by leveraging the combined power and capabilities of the entire Siemens Corporation. Our ability to provide abundant capabilities as a combined package sets us apart from other corporations. Our experience with energy strategy and management study and implementation in all sectors of the market, as well as our large integrated project experience, provides us with a solid foundation for delivering turnkey solutions and guaranteed results. >' Siemens shall continue to retain professional personnel who have successfully and competently provided municipal facility HVAC maintenance and repair services on projects of similar scope and complexity. Siemens staff will make regular on-site visits, using the appropriate tools and vehicles necessary to support all facility HVAC maintenance functions during normal working hours (see Appendix A for normal working hours). Siemens is also available 24/7 to meet the emergency needs of the City, should that be necessary (see Emergency Services below). The City has indicated that it has been more than satisfied with Siemens personnel and availability and there are no plans to change personnel to date. Siemens will be responsible for developing, implementing and executing a routine maintenance program to satisfactorily maintain all aspects of HVAC systems in municipal facilities. This routine preventative HVAC maintenance schedule can be found in Appendix B, and will include inspection and proactive servicing of the HVAC systems so as to facilitate minimal downtime heating and cooling, as necessary. Siemens takes pride in providing our services in accordance with the highest standards of the industry, skill, workmanship, applicable trade practices, meeting warranties and conforming to all laws, codes and regulations, including Federal, State, CARB, AQMD, OSHA and other relevant regulatory requirements. Siemens presently holds both C-10 and C-20 State of California licenses. Siemens Industry, Inc. 11/28/2011 Page 2 M At the request of the City, Siemens will repair or replace failed or worn moving parts, such as bearings, motor rotors, motor starters, seals, gears, burners, actuators, controls and switches. Prior to beginning any repair or replacement, Siemens will troubleshoot the system to diagnose the system's problem. The City will not incur any extra charge for this diagnostic time. Non- moving parts, such as boiler tubes, shells, refrigerant/water tubes, non -manufactured or produced products, environmentally hazardous materials and/or refractory replacement are excluded from this additional coverage. 1.2 Current Situation With constrained manpower and financial resources, the City will increasingly rely upon Siemens' Building Automation System (BAS) to control and operate some of the facility's expensive capital -intensive equipment. Coupled with the mechanical service and maintenance of this equipment, the City desires to maintain the comfort of its staff and visitors that frequent the facilities, as well as extend the life of the building's equipment through preventative and predictive maintenance. Additionally, the City has equipment scheduled for retirement coming close to the end of its useful life. Siemens will work with City representatives to plan an upgrade for this equipment to the latest versions in a phased and logical approach. A table depicting this equipment is referenced in Appendix C 1.3 Siemens Capabilities Siemens Industry, Inc. is the 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. Siemens is pleased to offer this proposal for technical support services to the City. Company History For over 150 years, Siemens has been a technology powerhouse in the area of electrical engineering and electronics. The factors driving success at the history -making company include innovative prowess, a clear portfolio policy, long-range financial planning, an international setup and strong employee orientation. Formed in 1847, the company Telegraphenbauanstalt von Siemens & Halske grew within the space of a few decades from a small precision -engineering workshop into one of the world's largest companies in electrical engineering and electronics inventing: ® the first electric railway ® the first electric streetlights in Berlin ® the first electric elevator ® the electric streetcar Today Siemens AG is a global corporation employing roughly 460,000 people in 195 countries :; world-wide, the 6th largest employer on Earth. Named by Fortune Magazine as the third most . admired company in the electronics industry, Siemens holds 8,600 U.S. patents and 45,000 Siemens Industry, Inc. 11/28/2011 Page 3 It globally. Siemens produces 30 new inventions each business day, offering countless solutions for numerous industries, including energy services, transportation, manufacturing and E' processing, and healthcare, and offers a wide variety of government solutions. 2 Methodology 2.1 Technical Support Implementation Plan 2.1.1 HVAC CONTROL SERVICES — Automation Preventive Maintenance We will provide preventive maintenance on the Siemens Building Automation System (BAS) 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, is identified in the List of Maintained Equipment in this proposal. 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. The City will receive twelve (12) visits per year to complete this work. The following services are provided as part of preventive maintenance: ® Network Maintenance Using Siemens Network Performance Diagnostic Technologies, our proactive calibration and tuning of the data network analyzes variables impacting network performance, including node tables, token passes, turn speed, change of values over the network, unresolved points, and overall operation. This will increase data network up -time and allow for faster problem resolution. e Data Protection & Data Recovery Services Siemens will perform scheduled database back-ups of your workstation database & graphics and / or field panel databases and provide safe storage of this critical business information. Should a catastrophic event occur, we will respond onsite (or online if such service is included in this service agreement) to reload the databases and system files from our stored backup copy, to restore your operation as soon as possible. The equipment to be included as part of this service, is itemized in the List of Maintained Equipment in this proposal. e Software Maintenance Siemens will address any programming errors, failed points, points in alarm, unresolved points or points in operator priority, both at the front end workstation and at the field panel. We will »>, perform this service using onsite visits and / or remote services (if applicable). Siemens Industry, Inc. 11/28/2011 Page 4 ® Software Support and Updates Siemens will provide the City with software updates to your existing Siemens software as they become available (approximately annually). Included is onsite training to familiarize you with the new features and their associated benefits. These updates deliver the benefits of Siemens Industry, Inc. commitment to compatibility by design, a commitment unique in our industry. Workstations covered under this service include one server and one client. (Upgrades to PC's and related workstation hardware are excluded unless specified elsewhere.) Onsite for training relevant personnel on the software upgrades will take place during normal preventive maintenance visits onsite. 2.1.2 BAS Equipment Tasking Due to space constraints, tasking is referenced in Appendix D. 2.1.3 HVAC SERVICES — Facility Equipment Annual Maintenance 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, extend the useful life of your equipment, and provide proactive indications of excessive wear and damage to your HVAC systems before a catastrophic failure occurs during the next operating season. Depending on our findings we may also provide recommendations for additional service(s) that will better enhance equipment performance. The equipment included under this service is itemized in the List of Maintained Equipment section of this proposal. HVAC Air Filter Changing Service Through this service, Siemens will maintain indoor air quality by changing filters quarterly and minimizing dust and particles from collecting on ductwork. This service also helps insure proper flow through cooling and heating coils thus preventing restrictions in airflow, leading to higher system and energy efficiency. The equipment included under this service is itemized in the List of Maintained Equipment in this proposal. In the event the air filter material 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. Air Cooled Condenser Coil Cleaning Through this service we will improve airflow across condenser coils, improve heat transfer and extend the life of the compressors. Coil cleaning consists of cleaning the outside surface of the condensing unit coils to remove any airborne particles, dirt build-up by using a brush, high pressure air, chemical with low pressure wash or chemical with high pressure wash at our Siemens Industry, Inc. 11/28/2011 Page 5 discretion based on condition of outside environment and coil accessibility. The equipment included under this service is itemized in the List of Maintained Equipment in this proposal. Evaporator Coil Cleaning Siemens will clean your air handling unit evaporator coils to help to improve air circulation in the air distribution system, and reduce dust and dirt that is in the system. Coils will be cleaned at a time that is mutually agreeable between your staff and us. Coil cleaning consists of cleaning the surface of the evaporator coil to remove dust and dirt particles that have collected on the evaporator coil. Coils will be cleaned using a vacuum cleaner or other device that allows us to properly clean the coil. The equipment included under this service is itemized in the List of Maintained Equipment in this proposal. Refrigerant Oil Analysis Siemens will perform spectro-chemical refrigerant oil analysis and trend oil condition to identify contaminants and possible system malfunctions caused by wear of moving parts, such as bearings and shafts. This predictive wear analysis provides early identification of problems prior to them becoming unplanned and costly. Based on the oil analysis results, Siemens will recommend when oil changes are needed, and may make other recommendations regarding the operation and maintenance of your chiller plant. This service reduces the amount of waste oil generated. Oil changes are outside the scope of this service. The equipment included under this service is itemized in the List of Maintained Equipment in this proposal. Cooling Tower Drain & Refill Siemens will remove the condenser water from your system after the cooling season to prevent possible damage and refill the system prior to spring start-up. The equipment included under this service is itemized in the List of Maintained Equipment in this proposal. Operating Inspection Through this service, Siemens will help to assure mechanical equipment continues to operate efficiently, safely and with little 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. You will find a detailed list of the tasks included with this service in the Equipment Tasking section of this service agreement. 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 List of Maintained Equipment in this proposal. Operating Inspection — Heating Through this service, Siemens will help to assure mechanical equipment continues to operate efficiently, safely and with little 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 Siemens Industry, Inc. 11/28/2011 Page 6 published recommendations, equipment application, and location. You will find a detailed list of the tasks included with this service in the Equipment Tasking section of this service agreement. 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 List of Maintained Equipment in this proposal. Operating Inspection — Cooling Through this service, Siemens will help to assure mechanical equipment continues to operate efficiently, safely and with little 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. You will find a detailed list of the tasks included with this service in the Equipment Tasking section of this proposal. This service will focus on equipment operation, fluid levels, operating and safety controls, and safe equipment operation. 2.1.4 Equipment Tasking As referenced by the City in RFP #1144 beginning on page 8, the equipment tasking will be strictly followed by Siemens for each equipment type at the intervals planned. These tasks are listed in the Appendix E and are designed to place the equipment into prime operating condition so that the equipment will operate effectively, reliably, and efficiently. ^'# 2.2 HVAC SERVICES — Pneumatic Preventive Maintenance Pneumatic air compressor can change in response to mechanical component performance, building use, and climatic conditions. Siemens will provide quarterly preventative maintenance in accordance with a program of standards as determined by our experience, equipment application and location. The equipment included under this service is itemized in the List of Maintained Equipment in this proposal. 2.3 HVAC SERVICES — Water Treatment Water Treatment Services Industrial water treatment seeks to manage four main problem areas: scaling, corrosion, microbiological activity and disposal of residual wastewater. Water treatment services will extend equipment life, provide operational efficiency, minimized downtime and control water born disease such as Legionnaires. Siemens will perform industrial water treatment service for both hot water and chilled water loops at the Costa Mesa City Hall and Police Department Facilities. This service will be completed monthly. 2.4 Electrical SERVICES — Infrared Service Infrared Electric Panel Inspection Q. Siemens Industry, Inc. 11/28/2011 Page 7 IN The infrared inspection is an important form of non-destructive testing that has become an indispensable predictive maintenance tool for electrical service panels. Performed with a portable infrared imaging system, this equipment detects infrared energy (heat) emitted from an object and displays it as a dynamic thermal image. Using the IEEEIANSI Standard, this inspection aids in the evaluation of component temperatures. Siemens will perform a biennial Infrared scan of main electrical panels at City Hall and the Police Department. A detailed report will be given upon completion of onsite scan. 2.5 ENERGY SERVICES 2.5®1 Energy Optimization Services Benchmark Analysis The City has referenced the requirements of Energy Optimization Services on page 12 of the RFP, and Siemens will meet the requirements of the City, as referenced. This will include: • Benchmark Analysis • LEED Impact Assessment • Energy Budgets and Forecasts • Technology and Energy Audit The City's satisfaction with Siemens Energy Services is an important component of this proposal. To achieve this satisfaction, Siemens will implement a program of comprehensive services applied to your entire building portfolio, or selected sites, as directed by the City. This <<r»% program will work to improve business results with customized solutions based on the City's goals and constraints. These goals might include: • Reduced energy consumption • Longer equipment life cycle • Occupant Comfort • Reduced service Calls • Reduced labor costs • Budget Management The benefits of this program appear obvious, as the City can clearly gain from: • Budget Management • Accountability • Energy Price Management • Balanced Environmental Responsibility • Risk Management Siemens will begin to implement this program, upon award of this proposal, should the City choose to do so, and after a kickoff meeting to determine the goals and objectives of the energy services program. Facility Improvement Measures (FIMs) will be recommended to meet these objectives. Some FIMs may be included in this proposal, ie., BAS scheduling. Some FIMs Siemens Industry, Inc. 11/28/2011 Page 8 E ■ may entail extra costs to the City, ie., conversion to DDC controls, in which case, the City may decide whether or not to implement them based on financial criteria. 2.6 Customer Support Services 2.6.1 Emergency Response Service to the City will include the ability to respond immediately to situations involving the health and safety of employees and/or the public. Siemens will also respond in instances when the comfort and operational capability of any public meeting space are in question. The first course of action will always be swift and responsive with Siemens remote capabilities. By contracting with Siemens, the City may contract our 24-hour customer service center and remote access to the City's Apogee® workstation. Should troubleshooting and diagnosis require an on-site visit, a specialist or technician, as needed, will be dispatched from our conveniently located Orange County branch of operations. Emergency Online/Phone Response: Monday through Sunday, 24 Hours per Day System and software troubleshooting and diagnostics will be provided remotely to enable faster response to emergency service requests and to reduce the costs and disruptions of downtime. Siemens will respond within 2 hours, Monday through Sunday, 24 hours per day, including Holidays, upon receiving notification of an emergency. Siemens will furnish and install the necessary online service technology to enable us to remotely dial into your system, through a dedicated telephone line that will be provided by the facility. Where remote access is not available to the system, Siemens will provide phone support to your staff to assist in their onsite troubleshooting and diagnosis. If remote diagnostics determine a site visit is required to resolve the problem, a technician can be dispatched. The on-site dispatch will be a billable service call. Siemens shall provide up to sixteen (16) hours of remote support annually during the contract period (not to be carried over year-to-year). Remote support in excess of 16 hours annually will be billable. Emergency Onsite Response: Monday through Sunday, 24 Hours per Day - BILLABLE Emergency Onsite Response will be provided to reduce the costs and disruptions of downtime when an unexpected problem does occur. Siemens will provide this service between scheduled service calls and respond within 4 hours for critical emergencies, or within 24 hours for non- emergency conditions, Monday through Sunday, 24 hours per day, including Holidays, upon receiving notification of an emergency. Critical emergencies are failures at a system or panel level that would result in the loss of the operation of an entire section of a building or place the facility at high risk. Non -emergency conditions are failures at an individual component level resulting in minimal impact to the overall operation of the facility. Non -emergency conditions may be incorporated into the next scheduled service call, or sooner if personnel is available. Siemens Industry, Inc. 1112812011 Page 9 M 2.6.2 Customer Directed Support :. With Customer Directed Support, Siemens will provide a trained and experienced automation >'r y specialist who will work under your direction during normal business days and hours. The intent of this service is to implement facility improvement measures recommended by Siemens energy engineer, offer you labor assistance in completing a special project, or to meet a facility objective. Specific job responsibilities, goals and other associated deliverables of this service are at the discretion of the City. Siemens shall provide up to three (3) days of customer directed support annually to your facility. 2.6.3 Operator Coaching Through our individual Operator Coaching, we will review and reinforce learned skills, leading to greater operator knowledge and productivity. This service will insure your operator's gain full utilization of the system implemented in your facility. During regularly scheduled preventive maintenance visits, Siemens will assist your staff in identifying, verifying and resolving problems found in executing daily tasks. During the coaching sessions, we can address log book and system issues, assist your operators in becoming more self-sufficient, and improve the skills of your operators to better meet the needs of your facility and their specific job responsibilities. Under this agreement, we shall provide operating coaching, which will be conducted on normal business days and hours, during scheduled visits 2.6.4 Educational Services — Delivered at Siemens Local Office Through Educational Services, one (1) member of your staff will attend one (1) four (4) day class during each year of the service agreement to learn how to take advantage of the latest Siemens technologies available for your HVAC control system. This training will provide your staff with the knowledge they need to perform their jobs and maintain the highest operating performance for your facility. This knowledge will enable your staff to improve their skills in the use of your systems' features and capabilities. Training will be provided at the local Siemens office, allowing the student to practice and demonstrate skills required to operate building controls systems in a risk-free environment while away from work pressures and interruptions. Select staff will be responsible for scheduling their classes within each year of the service agreement. In the event the staff person cannot attend a scheduled course, the City must provide 45 days notice of cancellation. The price of classes not attended will be forfeited in their respective year. Details of the courses are included in Appendix F of this proposal. Scheduled dates for training are updated annually and will be provided as they become available. 2.6.5 Account Management Customer Voice Siemens Industry, Inc. 11/28/2011 Page 10 M Siemens survey rating system, Customer Voice, is an opportunity to build the relationship the City wants with the Siemens Building Technologies division. It allows you to best express your >r? needs and allows us to pinpoint where we need to improve, relative to our business relationship, products or services. Appendix G features our brochure on this program. Quality Assurance To insure the satisfaction of internal and external stakeholders, Siemens utilizes a quality assurance program for soliciting and documenting customer feedback. We assign a dedicated account engineer (AE) who will facilitate on-going communication regarding your satisfaction with our technicians, specialists and program service. The AE will be responsible for coordinating monthly meetings with the City to discuss our performance and your satisfaction with the quality of service that is being provided under your agreement. We will discuss the performance of your systems, your facility, and make recommendations for improvement. We can discuss recommendations for changes in the service program to better meet your changing needs. The AE will also garner your feedback through the implementation of a Customer Report Card. Siemens will ensure that our delivered services are of the highest quality. The criteria for the "Customer Report Card" are developed between your facility staff and Siemens, and will reflect the goals and objectives of the scope of this Service Agreement. A copy of the Customer Report Card has been provided in Appendix H of this proposal. 2.6.6 Collaboration with the City Siemens will implement a methodology for soliciting and documenting views of internal and external stakeholders. To insure the success of the program, Siemens looks forward to collaborating with the City in the following ways: ® Select City staff will be available for a monthly meeting prior to the submission of invoices for payment to confirm the work performed and address other pertinent issues. ® it is the responsibility of relevant and select City staff to manage the day to day operation of the mechanical and automation system. ® City staff shall have the knowledge to perform day to day operations relative to the HVAC system. ® The City will be required to provide access to all areas affected by Siemens work at the time of maintenance and repair. 2.7 Former City Employees As previously referenced, Siemens is a global corporation, employing roughly 460,000 people in 195 countries world-wide, and is the 6th largest employer on Earth. Siemens holds the highest standards in hiring and recruitment, valuing its employees and the contribution they make in keeping this company successful and growing. Siemens has a stringent policy and process in hiring procedures. As part of our recruitment policy, we openly and actively recruit all qualified personnel, including former employees of municipalities. Siemens Industry, Inc. 11/28/2011 Page 11 im The City may submit a list of displaced or layoff individuals seeking employment. Siemens would encourage potential candidates to search Siemens job requisitions at a http://www.buildingtechnologies.siemens.com/bt/sp/en/jobs careers/Pageshobscareers.aspx Our recruiters actively seek out all potential candidates, including those with relevant expertise in mechanical and automation systems and knowledge of municipal operations. If the individual(s) meet the qualifications, they could be selected from the applicant pool. The individual's resume would be reviewed and, they could be selected for an interview with select management and staff at Siemens. Hiring for full-time or part-time employment is at Siemens discretion. 2.8 Past or current business or personal relationships Siemens has been serving the City of Costa Mesa with the highest level of professionalism since 1991. Through this long professional relationship, Siemens personnel have worked closely with select and relevant employees of the City. Siemens Industry, Inc. 11/28/2011 Page 12 50 3 Staffing An important benefit of your Service Agreement derives from having the trained 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. The following list outlines the service team that will be assigned to the service agreement for your facility. Kimberley Crawford, Sales Account Representative manages the overall strategic service plan based upon your current and future service requirements. Ms. Crawford has served Siemens customers since 2008. Nick Thomas, Service Account Engineer 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. Mr. Thomas has served Siemens customers since 2007. Dave Garza, Primary Service Specialist is responsible for performing the ongoing service of your automation system. Mr. Garza has served Siemens customers since 1986. Matt Hansen, Primary Service Mechanic is responsible for performing the ongoing service of your mechanical system. Mr. Hansen has served Siemens customers since 2004. Wes Goulding, Service Mechanic who will be familiarized with your building systems to provide in-depth backup coverage. Mr. Goulding has served Siemens customers since 1992. Vishal Gupta, Service Operations Manager is responsible for managing the delivery of your entire support program and service requirements. Mr. Gupta has served Siemens customers since 1996. Connie Hernandez and Maria Ignacio, Service Coordinators are responsible for scheduling your planned maintenance visits, and handling your emergency situations by taking the appropriate action. Ms. Hernandez and Ms. Ignacio have served Siemens customers since 2006 and 2005, respectively. Our mechanical technicians work in tandem with the automation specialists to finely tune and schedule the components of the HVAC system. They are certified and proficient in the complete maintenance and repair of Turbocore Chiller systems, air handlers, pneumatic systems and the variety of package HVAC units owned by the City. All personnel assigned to work under the contract, should Siemens be awarded, will continue to qualify for security, warrant and record checks through the City's Police Department, the County of Orange and the Department of Justice, respectively. Siemens Industry, Inc. 11/28/2011 Page 13 5t <;W We continue to feature mechanical support in the form of journey -level workers who possess a proficiency in the following trades: • All mechanical, electronic and pneumatic aspects of chilled water systems • Turbocore chiller systems • ABB drives • Air handling systems Our automation service specialists are factory trained to provide monthly coaching to the City staffed operator of the system. The is also trained on the latest revision of the Apogee® hard and software, as well as the interface and control of existing Siemens systems. Resumes for Key Mechanical personnel are as follows: Siemens Industry, Inc. 11/28/2011 Page 14 W Matthew Hanson Siemens Industry Inc. Cypress, California 2004 — Present Journeyman • Perform service and troubleshooting on centrifugal and screw chiller • Rebuild open drive and semi -hermetic reciprocating compressors • Troubleshoot and install variable frequency drives • Setup and calibrate pneumatic controls • Install and service HVAC systems including large built-up systems 50-200 tons • Performed large DX piping projects, cooling towers projects, chillers projects • Service boilers and related controls Previous Firm(s) Experience Southern California 1998 —2004 Central Plant Engineer • Perform service and troubleshooting on Carrier 19DK centrifugal chillers • Monitor and service high pressure steam boilers and central chiller plant • Setup and calibrate pneumatic controls • Troubleshoot electrical control systems • Rebuild pumps and motors Certificates and Training Air Conditioning and Refrigeration Joint Journeyman Apprenticeship Training Center, Local 250, Los Angeles, Ca • JJATC Instructor Core 1 Journeyman Class • UA STAR HVACR Mastery Certification # 12134300 • EPA Universal Certification — JJATC Local 250 • ABB Drive Certified • Trane Scroll Chiller Training • Danfoss Turbor Certified • McQuay Chiller Training • OSHA NFPA 70E Electrical Safety Certified Siemens Industry, Inc. 11/28/2011 Page 14 S3 Wes Goulding Siemens Industry Inc. Cypress, California 1992 — Present Certified Foreman Install and service HVAC systems including large built up systems 50 - 200 tons, package chillers, Centrifugal service and tear. down 200-1500 tons. Rebuild open drive reciprocating compressors and semi hermetic compressors. Perform electrical and mechanical analysis on A/C and low and medium temp refrigeration systems. CPU micro processing analysis and programming. Setup and calibrate pneumatic controls. > Perform all electrical troubleshooting. Service boilers and related controls. Interface with customers and offer solutions and upgrade options. Conduct surveys and estimates. Previous Firm(s) Experience Southern California 1978-1992 yr Service Mechanic Perform electrical and mechanical analysis on A/C and low and medium temp refrigeration systems Scheduled work and equipment. Coordinated with contractors and project managers. Installed, overhaul and serviced 10 -100 HP Van Axial Joy fans. > Installed and serviced piping for refrigeration systems, small split to large built up systems and cooling tower (condenser water) systems. > Serviced walk-in boxes, freezer applications and medium temp applications. Installed DDC building management controls. Certificates and Training Air Conditioning and Refrigeration Joint Journeyman Apprenticeship Training Center, LOCAL 250, Los Angeles, California Graduated 1St in class EPA Certified - JJATC Local 250, Los Angeles, CA Entec Chiller Certifications Trane, Carrier, York, Turbocor Manufacturer's Certificates: Pneumatic Temperature Control Reciprocal Compressors, Trane Tracer DDC certified Siemens Industry, Inc. 11/28/2011 Page 15 MW (D David Garza Automation Service Specialist Siemens Specialist Training Path COR 102 HVAC Control Concepts NET1010211 HVAC/ATC Control Strategies NET 1010212 HVAC and DDC Control Strategies OTHR000111 HVAC and ATC Design SPC 101 Begin Specialist Task Training SPC 200 Equi merit Controllers - Design and Start-up SPC 201 DDC Start-up 202 Service Methodologies SPC 203 Service Methodologies - Advanced SPC 204 Service Methodologies - Advanced SPC 300 Equi merit Controllers NET3030531 DDC Start-up and Service NET3040201 DDC Design and Start- NET3030511 Stand-alone Design and Start-up DDC Desjp and Programming ADOP030000 Modular Building Control NET3030614 TEC Design and Start-up ADOP030614 TCU Design and Start-up INS 303 Insight for APOGEE APG 200 APOGEE Training NET3030513 Insight at Design and Start-up APG 000100 APOGEE BETA Training BSC 401 Advanced NT 4.0 Operating Systems BSC 403 Windows NT Networking Essentials BSC 404 APOGEE NT, Networkin Troubleshootin BSC 406 Networking and OS for Ethernet ALNs BSC 407 Ethernet Networking and MLN Operatin Sys Confi 2 3-MCSE MCSE CERTIFICATION PGM 202 PPCL Programming for Building Automation PGM 201 PPCL Programming 2 INS 404 Advanced APOGEE Troubleshootin Siemens Industry, Inc. 11/28/2011 Page 16 w E 4 Qualifications Siemens has been servicing the City -owned facilities since April 1991. This long-term familiarity has resulted in quick and efficient troubleshooting, diagnosing, maintaining and extending the useful life of its equipment. Per the City's request, Siemens is proud to present the following five references: Client Name Project Project Client Name Phone Email Address Description Dates Number City of Automation, 2008- Tim Coates 805-469- tcoates@toaks.org Thousand Oaks Mechanical, present 3122 Fire VA Medical Automation, 2007- Phil Neff 714-227- Unavailable Center, West LA Mechanical, present 1588 Fire City of Pomona Automation 2001- Mark Gluba 909-620- marKAIuba@ci.Pomona.ca.us resent 2448 City of Automation, 2004- John Thomas 805-383- ithomas@ci.camarillo.ca.us Camarillo Mechanical present 1 1 5667 City of Costa Automation, 2001- John Aguilar 714-327- lag uilar@ci.costa-mesa.ca.us Mesa Mechanical I present 17483 Siemens Industry, Inc. 11/28/2011 Page 18 W 5 Fee Proposal Services shall be provided at the site locations reference in Appendix 1, all located within the City of Costa Mesa. Duration: This agreement shall remain in effect for an initial term of five (5) years beginning 2/1/2012 with three one-year options, renewed at the City's discretion. Year 1 2/01/2012 to 1/31/2013 $249,770 annually paid $249,770 annually in advance Year 2 2/01/2013 to 1/31/2014 $262,258 annually paid $262,258 annually in advance Year 3 2/01/2014 to 1/31/2015 $275,371 annually paid $275,371 annually in advance Year 4 2/01/2015 to 1/31/2016 $289,140 annually paid $289,140 annually in advance Year 5 2/01/2016 to 1/31/2017 $303,597 annually paid $303,597 annually in advance Should the City opt to renew each,year of the option, a 5% escalation will apply to the previous year's price. Per the Ciit.Vs request, the completed table in Exhibit B is listed in Appendix J of this document. Siemens Industry, Inc. 11/28/2011 Page 19 IN APPENDICEq m Appendix A. Discounted Labor & Material Pricing For your convenience, we are providing a copy of our most recent published service rates. As an Advantage Service Agreement (ASA) customer, you will be entitled to your contracted discount for all labor in the event this service call is billable. Ali rates are current as of 0110112012 & are subject to change with or without notice. Please be advised that Portal to Portal labor charges may apply. Service ! ASA ASA Non -ASA Nan -ASA Customer Customer Customer Customer "RITZ i@ OverTime Double rime Over Time Double Time On -Line Support: 1 Hr Min 1 HrMin 1 Hr Min 2HrMin 21-IrMin 2HrM1n Modem orPhons $199.00/hr $245.00/hr $198.001hr $297.00/hr $396.00/hr Automation 2HrM1n 2HrMln 2HrMin 4HrM1n 4HrMin 4HrMln On -She Service Call $153.001hr $199.00/hr $245.00/hr $198.001hr $297.00mr $396.00/hr Mechanical 2 Hr Min 2 Hr Min 2 Hr Min 4 Hr Min 4 Hr Min 4 Hr Min on-site Service Call $140.0041r $182.00/hr 224.00/hr $182.00/hr $273.00/hr $364.00/hr Electrical Services 2 Hr Min 2 Hr Min 2 Hr Min 4 Hr Min 4 Hr Min 4 Hr Min On -M Service can $182.001hr $237.001hr $291.00/hr $236.00/hr $354.00/hr $472.00/hr Security 2 Hr Min 2 Hr Min 2 Hr Min 4 Hr Min 4 Hr Mln 4 Hr Min on -Site Service call $137.001hr $178.00/hr 219.00/hr 178.00/hr 267.00/hr $356.001hr Fire 2 Hr Min 2 Hr Min 2 Hr Min 4 Hr Min 4 Hr Min 4 Hr Min on-Sie Service call $142.001hr $185.00/hr $227.00/hr $184.00/hr 276.00/hr .00/hr Fee: On Site Tri $49.50 / Tri $49.50 / Tri $49.50 / Tri $75.00 / Tri $75.00 / Tri $75.00 / Trip F : Overtime rates in the table apply for calls Monday thmgh Friday 4:30 p.m. - 81)0 am ex Agin Holldays. Double time applies for Sundays and Holidays. All Invoices shall be due and payable by customer upon receipt. Further, seller reserves the right to Invoice customer monthly as the work progresses, for all materials delivered to the Job site or to an offsite facility and for all work performed on-site and offsite. If the customer becomes overdue in any progress payment, seller shall be entitled to stop work, shall be entiled to interest at the Wear of an annual rate of 18% or the madmum interest permitted by applicable lair, and also to avail Itself of any other Wd and equitable remedies. Soler shall also be entitled to such interest on all amounts rekined by customer horn progress payments or otherwise. Customer agrees that he will pay and / or reimburse seller for any and all reasonable attorneys' fees, which are incurred by seller in the collection of amounts due and payable hereunder. Prices are subject to correction for error. Siemens Industry, Inc. 11/28/2011 Page 18 5i Appendix B. Maintenance Schedule for Automation and Mechanical Equipment EqUipment Category Services (Times per year): Apogee Workstation Software Maintenance (1) Controller Preventative Maintenance (1) Data Protection & Data Data Protection & Recovery Services (2) Recove System Performance Software Update (1) U dates Insight Workstation Modem Preventative Maintenance (1) Air Compressors & Dryers Preventative Maintenance (4) Air Cooled Condenser Coil (2) - Evaporator/Cooling Coil Package / RTU°s Cleaning (1) - HVAC Air Filter Change (4) - Operating Ins ection - Cool 1 - Operating Inspection - Heat 1 Exhaust Fans Operating Inspection - Heat (1) Pumps Operating Inspection (1) Chillers — water and air Air Cooled Condenser Coil (1) - Annual Maintenance (1) cooled - Operating Inspection 1 - Refrigerant Oil Analysis 1 Cooling Towers Cooling Tower Drain (1) - Cooling Tower Refill (1) - Operating Inspection 1 Air Cooled Condenser Coil (2) - Evaporator/Cooling Coil Cleaning (1) - HVAC Air Filter Change (4) - Oil Acid Test Heat Pumps (1) - Operating Inspection - Cool (1) - Operating Inspection - Heat 1 HVAC Water Treatment Hot water and chilled water loops (12) Cabinet & Free Standing / Operating Inspection - Heat (1) Unit Heater/ Fan Coils Siemens Industry, Inc. 11/28/2011 Page 19 a 0 Siemens City of Costa Mesa Service Schedule ® Automation Service Scheduled Preventive Maintenance: City Hall, Police Facility, NCC — Dave Garza 1Jan =mar 1Apr =Jun Jul MSe p jOct Dec ® Mechanical Service Scheduled Preventive Maintenance: Comm. Bldq. — Matt Hansen =Feb IMar =may 1Jun Au Se =Nov IDec I I I I I I Scheduled Preventive 1— Matt Hansen n — Matt Hansen Dec ec : Fire Station 4 — Matt =SeD OctI=Dec Scheduled Preventive Maintenance: Fire Station 5 — Matt Hansen Jan Mar 1Apr =Jun Jul =Se p IOct Dec 3tt Hansen — Matt Hansen Hansen Scheduled Preventive Maintenance: Neighbor Community — Matt Hansen JJan IFeb =Apr IMav=JulJAuq Oct Matt Hansen — Matt Hansen Scheduled Preventive Maintenance: Fire Station 3 — Matt Hansen 1� pan mar 1Apr =Jun Jul1=Se p jOctDec Own., I illlllllii Siemens Industry, Inc. 11/28/2011 Page 20 N • Senior Center* • Downtown Community Center* • Old Corp Yard* *Service schedule to be provided within 10 days of award Siemens Industry, Inc. 11/28/2011 Page 21 ME Appendix C. Building Automation System Equipment due for upgrades Qty Affected Life Cycle Year Product was Retirement End of Useful Equipment Introduced Date Service* 3 Modular Equipment 1998 2010 2017 Controller 1 Floor Level Network 1997 2008 2015 Controller 9 Unitary Controller 1988 2002 2009 Siemens Industry, Inc. 11/28/2011 Page 22 N Appendix D. Automation System Tasking _... Control Panel Maintenance 1. Perform Quarterly Inspections. 2. Check Incoming AC and power supply. 3. Check power supply voltages and adjust to +5 volts if necessary. 4. Check battery charging circuit and battery. 5. Check AOP modules between module and termination point. 6. Replace battery and reload database. 7. Check time, reset if required. 8. Perform integrity test and systemwide function test through random point checks, command, selective disabling and standard reports. 9. Check wire terminations, tighten as necessary. 10. Back up database twice annually. Insight Workstation 1. Review system history quarterly. 2. Run PC diagnostics to optimize performance. s 3. Check for disk fragmentation; optimize, using authorized software. .4. Back up database quarterly. 5. Check fans to insure proper ventilation and airflow. 6. Run point log, check for point accuracy and integrity. 7. Run Alarm History Reports. 8. Evaluate application functions & system integrity through set point commanding & standard reports. 9. Check graphics and update changes as required (Customer defined). 10.Check TOD & PPCL Resident & Traced software. 11.Analyze memory dump & compare with previous reports. 12.Check cables and power connections. 13. Backup database twice annually. 14. Review system with customer. Perform user training as required. Siemens Industry, Inc. 11/28/2011 Page 23 M Appendix E. Mechanical Equipment Tasking Rooftop Packaged Units 1. Filters changed quarterly on a minimum basis or as required. 2. Preventive maintenance service to be,performed quarterly. 3. Lock out and tag out equipment as required. 4. Check all electrical wiring, connections; tighten as required. 5. Check all motor starter contractor surfaces for wear. 6. Clean electrical control enclosures. 7. Lubricate air handling unit motor bearings and fan bearings, if applicable. 8. Check air handling unit belts for wear. 9. Check belt tension and sheave alignment. 10.Change belt & change as required. 11.Check condition of evaporator coils. Chemically clean as required. 12.Check and clean condensate drains, drain line & pan annually. 13. inspect air handling unit fan assembly. 14. Lubricate condenser motors as required. 15.Chemically clean condenser coil and fan blades annually. 16.Check structural integrity of unit. 17.Check all mounting hardware. Tighten as needed. 18.Check and calibrate controls. Reciprocating Compressors 1. Preventive maintenance shall be performed quarterly. 2. Lock out and tag out equipment as required. 3. Check all electrical wiring and connections, tighten as needed. 4. Check starter contractor surfaces for wear. 5. Visually leak check compressor and associated refrigerant piping annually. 6. Clean exterior of compressor. 7. Check operation of crankcase heater. 8. Meg -ohm motor from starter and record annually. 9. Check and calibrate all safety and cut-out devices. 10.Check and adjust compressor capacity controls. 11.Check, calibrate and adjust all operational controls. 12.Remove compressor oil sample, perform spectro-chemical test on oil annually. Exhaust Fans 1. Preventive maintenance. Siemens Industry, Inc. 11/28/2011 Page 24 n 2. Lock out and tag out equipment as required. 3. Check all electrical wiring and connections, tighten as needed. 4. Check all motor starter contractor surfaces for wear. 5. Clean starter and electrical control enclosures. 6. Lubricate motor bearings and fan bearings. 7. Check exhaust fan belts for wear, replace as required. 8. Check belt tension and sheave alignment. Adjust as required. 9. Inspect exhaust fan unit assembly. 10.Check all mounting hardware. Tighten as required. N Pneumatic Air Compressor 1. Quarterly inspect unit, check for rust spots, oil leaks & general condition of unit. 2. Drain tank, check auto drain. 3. Check belt, adjust tension & sheave alignments. Replace if necessary. 4. Meg -ohm megor and record, annually. 5. Check starter wiring & contacts. 6. Check motor amperage & voltage. 7. Check intake air filter, replace as required. Package, Gas Heat Electric Cool 1. Preventive maintenance. 2. Change filter quarterly on a minimum basis. Increase as necessary. 3. Check unit voltage and record. 4. Lubricate motors as required. 5. Check and adjust burners for proper flames. 6. Check for proper combustion and flue gas relief. 7. Record discharge temperature, heating & cooling modes. 8. Record return air temperature. 9. Check and adjust operating and safety controls. 1. Perform maintenance quarterly. 2. Lockout tag out equipment. 3. Check starter contacts for excessive wear. 4. Tighten all starter wire connections. 5. Check belts adjust or replace as needed. 6. Check belt tension and sheave alignment. Adjust as required. 7. Meg -Ohm motor and record annually. Siemens Industry, Inc. 11/28/2011 Page 25 R. 8. Check fan motors amps. 9. Clean and lubricate unit motor bearings and fan bearings. 10.Check operation of economy dampers. 11. Lubricate all dampers and linkages as necessary. 12. Check operation of static vane (if applicable) 13.Visually check all coils for leaks (Annually) 14.Check and record all coil delta T (Annually) 15.lnspect all mounting hardware, tighten as needed. Multizone Air Handier 1. Perform maintenance quarterly. 2. Lockout tag out equipment. 3. Check fan motor amps. 4. Clean and lubricate components. 5. Check operation of economy dampers. 6. Check operation of static vane or dampers. 7. Check operation of zone dampers. 8. Check and adjust operating and safety controls. Package Chiller Annual 1. Lockout tagout equipment. 2. Check condenser. Barrel tubes. 3. Check Chiller barrel tube. 4. Check and record unit amp draw. 5. Check unit Voltage and Record. 6. Check unit pressures and record. Chiller With Reciprocating Compressors 1. Visually inspect equipment condition and operation. 2. Check for unusual vibration, noise, excessive temperatures & refrigerant leaks. 3. Check unit voltage and record. 4. Check unit operate and records. 5. Check unit operating hours and record. 6. Check condenser pressure and record. 7. Check evaporator pressure and record. 8. Check oil sump sight glass. 9. Record chilled water inlet temperature. 10. Record chilled water outlet temperature. Siemens Industry, Inc. 11/28/2011 Page 26 M1 11. Check condenser water inlet. " 12. Check condenser water outlet temperature. 13. Check compressor starter contacts for abnormal wear. Variable Frequency Drive 1. Check unit operation quarterly. i. Check fault history report. 3. Check operation of manual bypass. 4. Verify drive signal increase and decrease. 5. Check and tighten all electrical connections. 6. Check starter contacts for wear. Computer Room Air Conditioning Units 1. Check all electrical wiring and connections. Maintenance is performed bi- monthly. 2. Check Filters quarterly as a minimum. 3. Check all electrical wiring and connections. Tighten as necessary. 4. Check starter contractor surfaces for wear. 5. Check compressor amps and record. 6. Check sight glass for moisture level. .7. Check operation of crankcase heater. 8. Lubricate condenser fan motor and fan bearings. 9. Check condition of condenser coil, clean as necessary. 10.Check belts for wear, replace as required. 11.Check and adjust compressor capacity controls. 12.Lubricate indoor fan motor and bearings. 13.Check humidifier for proper operation. Boiler 1. Check boilers for proper operation. Discuss any problems with buildings operating engineering staff. 2. Check and use boiler viewport to check main burner flame. 3. Turn off and secure boiler. 4. Check boilers for any unusual noise or vibration. 5. Inspect gaskets for any signs of leaks. 6. Examine the venting system 7. Remove and/or inspect gas pilot assembly. Reinstall in accordance with recommended specifications and tolerances. 8. Check boiler circulating pumps for proper operation and lubricate. {r 9. Check flame safeguard control for pilot and main flame ignition.. Siemens Industry, Inc. 11/28/2011 Page 27 10.Check operation of blower motor and circuitry. 11.Check operation of gas valves and vents. 12.lnspect and tighten all electrical connections 13.Check and adjust all boiler limit pressuretrols and running interlocks. 14.Check operation and adjust low water controls. 15.Check burner, pilot and main flame ignition. 16.Check and oil combustion air fan. 17.Check expansion tank and site glass 18.Check and record all entering and leaving water temperatures and pressures. 19.The boiler room shall be left in the same clean condition as existed prior to start of the work. 20.Refer to equipment O&M manual for any maintenance clarifications. 21.Complete onsite service log and PM checklist Siemens Industry, Inc. 11/28/2011 Page 28 �11 ■ Appendix F. Siemens Training Directory Siemens Industry, Inc. 11/28/2011 Page 29 Eno Welcome to the 2011 Training Directory! Inside you will find offerings for all of your training needs from basic HVAC information to Siemens systems and product training. WELCOME LETTER I invite you to look through the directory and review our offerings. If you don't see Karen Petersen exactly what you need, we can develop custom training to meet your employees' MANAGER EDUCATM SERVICES specific needs. My team can work directly with you to create a customized CUSiOMER7RAFNING development path for your employees. If you need to get up to speed quickly on the APOGEE system, we now offer an Accelerated APOGEE Master Operator Program (5-690). This class presents the information in the 5-620, 5-625 and 5-615 classes in one 2 -week intensive class. Students who successfully complete this training will receive a Master Operator Curriculum plaque. See page 10 for more information. With all the changes in environmental legislation, I recommend you look into our 2 -day class on Sustainability and Environmental Management (5-801) class. This class is updated for each delivery to ensure it incorporates the latest environmental regulations. A complete description of this class is on page 25. We have updated our CDIDVD training to offer more titles at a lower cost. See page 41 for more information on our self -study offerings. We look forward to working with you in the coming year. We value and appreciate your feedback and strive to continually improve our training offerings to meet your needs. Best Regards, -YyAmTxM� Karen Petersen Amessage to our students...............................................i Tableof Contents ................................................. Ji Training Enrollment Form ............................................... iv Building Automation, Maintenance and Planning ..................5 TrainingOptions......................................................6 OfficeLocations.......................................................8 Classroom Training Courses Training Recommendations ......... ...............................10 5-690 Accelerated APOGEE Master Operator Program ......................11 5-620 APOGEE Workstation Operations.................................12 5-615 APOGEE Field Panel and FLN Operations ...........................13 5-618 LONWORKS® Communications for APOGEE Field Panel and FLN Operations.14 5-625 APOGEE Advanced Operations...................................15 5-630 APOGEE PPCL Programming.....................................16 5-635 APOGEE Programming for Efficient Building Operations ...............17 5-645 APOGEE for Energy Management.................................18 5-652 InfoCenter Suite ..............................................19 5-670 APOGEE Laboratory Controls.....................................20 5-710 APOGEE with BACnet® for Experienced Insight Users..................21 5-720 APOGEE with BACnet® Workstation Operations ......................22 5-725 APOGEE with BACnet® Advanced Operations ........................23 5-800 Principles of Troubleshooting....................................24 5-801 Sustainability -and Environmental'Management ......................25 5-802 Maintenance Planning for Mechanical and Electrical Engineers .......... 26 5-803 Pneumatic Controls for HVAC....................................27 ClassSchedule by Course.............................................28 Class Schedule by Location...........................................32 Overview Courses Insight 3.10 for New Users............................................36 New Features of Insight 3.10 for Existing 3.9 or 3.9.1 Users..................36 FieldPanel GO.....................................................37 Communicating with Your APOGEE Field Panel ............................37 APOGEE Terminal Equipment Controllers................................38 Introduction to Pneumatic Controls.....................................38 Introduction to HVAC Basics...........................................39 Fume Hood Hardware and Controls.....................................40 FumeHood Safety..................................................40 Web -based and CD/DVD Training APOGEE Insight Basics...............................................43 APOGEEScheduler..................................................44 APOGEE Field Panel Operations........................................45 Remote Notification (RENO)...........................................45 APOGEE Trending...................................................46 APOGEE Reports....................................................47 Introduction to Terminal Box TECs......................................47 T3 Introduction to PPCL Programming.....................................48 Introduction to Distributed Digital Controls...............................48 FIS 1114 Introduction to the PXC-Modular Field Panel and TX -110 .....................49 Introduction to Fume Hood and Laboratory Room Controls...................49 MXL Voice Installation, Operation and Maintenance ................56 Introduction to the Modular Equipment Controller .........................50 FIS 1134 Introduction to the Modular Building Controller ...........................50 Interpreting Sequences of Operation....................................51 Acculink MXL Programming Tool...............................58 Introduction to Open Protocols, BACnetO and LONWORKSO Networks ...........51 FireSafety........................................................53 Training Options.....................................................54 Classroom Training Courses FIS 1114 MXL Installation, Operation and Maintenance .....................55 FIS 1124 MXL Voice Installation, Operation and Maintenance ................56 FIS 1134 MXL Advanced and Networking................................57 FIS 1144 Acculink MXL Programming Tool...............................58 FIS 2114 XLS Installation, Operation and Maintenance .....................59 FIS 2124 XLS Voice Installation, Operation and Maintenance.................60 FIS 2134 XLS Advanced and Networking.................................61 FIS 2144 ZEUS XLS Programming Tool..................................62 FIS 3113 System 3 Installation, Operation and Maintenance .................62 FIS 4134 NCC Network Command Center................................63 FIS 5512 FS-2501nstallation,, Operation and Maintenance ...................63 FIS 6214 Sinorix Engineering and Design.................................64 FIS 7114 VESDA System Design and Maintenance .........................65 Self -Study Materials FIS 100 Fire Detection and Alarm System Basics ...........................66 FIS 150 MXL and MXLV Fire Panels and Components .......................66 FIS 250 XLS and XLSV Fire Panels and Components ........................66 Security Systems..................................................67 Overview Course SiPass Administrator.................................................68 HVAC Products....................................................69 Training Options.....................................................70 Classroom Training Courses VFD 304 SED2 VFD Certification Program .................... .........71 Self -Study Materials VFD 100 Introduction to SED2 Variable Frequency Drives....................71 Note: Prices in this directory apply during the period from October 1, 2010 through September 30, 2011, but are subject to change. For more information about training, call 1-800-487-7771 or send an email to: educationservices.industry@siemens.com. Visit our website: www.TrainingLearningCentercom. APOGEE is a registered trademark of Siemens Industry, Inc. LoNWoaus and LoNMA Rc are registered trademarks of Echelon Corporation. Company and product names mentioned in this manual are trademarks or registered trademarks of their respective companies. BACnet is a registered trademark of ASHRAE ©2010 Siemens Industry, Inc. Building Technologies Division All rights reserved. 4-4 Siemens Industry, Inc. Enroll todayl Class sizes are limited and early registration is encouraged. Please follow the TRAINING ENROLLMENT instructions for enrolling for a class contained in each section of this directory. FORM Please photocopy this form if you wish to enroll multiple, students. Student Information Course Information Carse Name Course Number Dates location Billing Information Bill'mgAddress City state Zip Phone Number Fax Number Payment Information* If training prices are not listed, please call the contact person in the applicable section before completing this portion of the form. Purchase Order SBT bb Number Credit Card ❑ VISA ❑ MasterCard []American Express Card Number Expiration Date Searrity Code Cardholder Name synatum Branch Contact location *Payment information must be completed. If paying by credit card, please enter the billing address for the card in the Billing Information section. 01 Student Name Student Phone Number Eax Number STUDENT CANCELLATION POLICY: EmaB Address 25% of the tuition is charged if you Company Name cancel less than 4 weeks prior to Wft Address ph, state Zip the first day of class and 50% of the tuition is charged if you cancel less Supervlsor'sName supervisorsPhomNumber Fax Number than 2 weeks prior to the first day of class. The full tuition Is charged if you Supervhoes signature do not cancel your enrollment and do not attend the class. The cancellation We are (choose one) ❑ Direct Sales ❑ Distributor ❑ End User ❑ Other fee will be waived if your comparry sends a qualified student to attend If End User or Other, your supplier is a: ❑ Direct Sales Office ❑ Distributor ❑ Other the class as your substitute. Note: Siemens Industry reserves the Supplier Company Name right to cancel classes and assumes no liability for expenses incurred by blalling Address City State - Zip students due to class cancellation. All students will be notified of cancellations. Contact at supplier Company Course Information Carse Name Course Number Dates location Billing Information Bill'mgAddress City state Zip Phone Number Fax Number Payment Information* If training prices are not listed, please call the contact person in the applicable section before completing this portion of the form. Purchase Order SBT bb Number Credit Card ❑ VISA ❑ MasterCard []American Express Card Number Expiration Date Searrity Code Cardholder Name synatum Branch Contact location *Payment information must be completed. If paying by credit card, please enter the billing address for the card in the Billing Information section. 01 BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING OVERVIEW COURSES SELF -STUDY MATERIALS aw l BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING DATES AND LOCATIONS See the list on page 28. Training Opiion.s We offer three types of building automation training: 1. CLASSROOM TRAINING WITH HANDS-ON LABS (3 TO 4 DAYS) These courses are specifically designed to teach students to use Siemens Industry products to control facilities more efficiently, reduce energy costs and improve building occupants' comfort. Our classroom training provides objective -based learning and includes hands-on labs to allow students to practice with our building controls hardware and software. Enrollment is limited so that instructors may give individual attention to each student. Students work in pairs during the hands-on labs. These classes are scheduled at local Siemens Industry offices and can be taught at customers' facilities. See pages 28-31 for course descriptions and pages 32-35 for training dates and locations. HOW TO ENROLL Contact your local Siemens Industry office. 2. OVERVIEW TRAINING (4 TO 6 HOURS) Overview courses are four to six hours in length. They are taught at customers' facilities or at local Siemens Industry offices by the personnel who install or service our systems. See page 36 for course descriptions. Contact your local Siemens Industry office for more information. 3. SELF -STUDY MATERIALS Our website, www.TrainingLearningCenter.com, offers many web -based training modules about our building controls systems and general building information. This training can be used to introduce students to our systems or to review information learned in an earlier class or through job experience. New web -based training modules will be added throughout the year. See page 43 for web - based details. LODGING AND TRANSPORTATION If you have questions, call Students are responsible for their lodging 1-800-487-7771 or send an email to: and transportation when attending educationservices.Industry@ training at any location. Hotel and travel siemens.com. recommendations are included in the confirmation letters sent to students after enrolling. CONFIRMATION If a confirmation letter is not received three weeks before the class begins, call 1-800-487-7771. CANCELLATION POLICY Students who cancel less than four weeks prior to the first day of class are charged 25% of the tuition and less than two weeks prior to the first day of class are charged 50% of the tuition. The full tuition is charged if students do not cancel their enrollment and do not attend the class. The cancellation fee Will be waived if a qualified student attends the class as a substitute. Siemens reserves the right to cancel classes and assumes no liability for expenses incurred by students due to class cancellation. All students will be notified of class cancellations. W k'. s �. i '. y. tel MM Bill Barros (Nike Binkowski Ernie Glenn Bill Harris Roger Herrick CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR Noel Hipolito Pat Kelly Tom Macaulay Curds Oiler Matthew Shauger CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR Paul Rogalske Jim Rowe Ed Tambornino John Traber Dan Zedan CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR Chris Kraszewski Brenda Taylor Teresa Grace -Regan MANAGER TRAINING COORDINATOR NATIONAL REGISTRAR United States Colorado Idaho Maine Alabama Colorado Springs Boise Scarborough Birmingham 719-266-6565 208-658-9107 207-885-4100 205-403-8388 Denver Moscow Maryland Alaska 303-279-8500 208-883-8330 Baltimore Anchorage 301-837-2600 907-563-2242 District of Illinois . Columbia. Chicago Beltsville Fairbanks Washington, DC 847-803-2700 301-837-2600 907-479-7034 301-837-2600 Normal Massachusetts Juneau Florida 309-664-2460 Boston 907-364-2543 Jacksonville 781-575-1900 904-527-6000 Indiana Arizona Indianapolis Michigan Phoenix Miami 317-293-8880 Detroit 602-567-2200 954-364-6600 734-456-3800 Iowa Arkansas OrlandolTampa Des Moines Grand Rapids Little Rock 407-571-1900 515-963-1400 616-538-1611 501-374-5420 Palm City 772-419-2800 Kansas Minnesota California Kansas City Minneapolis Los Angeles Pensacola 913-905-6700 651-631-8533 714-761-2200 850-433-5995 Wichita Mississippi Sacramento Tallahassee 316-267-5814 Jackson 916-553-4444 850-504-0344 601-718-1310 Kentucky San Diego Georgia Louisville Missouri 858-693-8711 Atlanta 502-267-1571 Kansas City San Francisco 770-935-2000 913-888-2646 Louisiana 510-783-6000 Savannah Lafayette St. Louis 912-239-9820 337-233-7431 314-567-5570 New Orleans 504-466-9300 Nebraska North Dakota Nashville Canada Kearney Fargo 615-832-0500 Alberta 308-237-2200 701-237-3763 Calgary Ohio Texas 403-259-3404 Omaha Cincinnati Austin 402-891-8174 513-742-5590 512-339-6991 Edmonton Nevada780-486-1234 Cleveland Dallas Las Vegas 216-332-7360 972-550-8488 British Columbia 702-855-5300 Vancouver Columbus Houston 604-273-7733 New Jersey 614-846-9540 281-949-3000 Pine Brook Manitoba 973-575-6300 Oklahoma San Antonio Winnipeg Oklahoma City 210-641-2921 204-774-3411 Florham Park 405-787-4390 973-593-2600 Utah Nova Scotia Tulsa Salt Lake City Halifax New Mexico 918-615-1430 801-316-2500 902-835-8316 Albuquerque Oregon Vermont Ontario 505-798-9644 Eugene Albany, NY Brampton New York 541-338-4096 518-782-0131 905-799-9937 Albany Portland. Virginia Hamilton 518-782-0131 503-207-1.900 Richmond 905-643-2200 804-222-6680 Buffalo London 716-568-0983 Pennsylvania y Roanoke 519-680-2380 Harrisburg 540-563-8877 Falconer 717-697-4656 Ottawa 716-664-9826 Virginia Beach 613-733-9781 Philadelphia 757-490-602, Long Island 215-654-8040 Toronto 631-218-1000 Pittsburgh Washington 905-799-9937 New York City 412-257-2111 Mt. Vernon Quebec 973-575-6300 360-336-3300 Montreal Rhode Island Seattle 514-374-0044 Rochester Warwick 585-797-2300 401-732-4787 425-507-4372 Quebec City Syracuse Spokane 418-622-2991 315-437-2726 South Carolina 509-891-9070 Puerto Rico Columbia 803-765-9070 Wisconsin San Juan North Carolina Appleton 787-622-9293 Charlotte South Dakota 920-739-6885 704-847-1680 Rapid City Headquarters Greensboro 605-343-7037 Eau Claire Education 336-691-0740Sioux Fall s 715-835-6696 Services 605-336-3788 Milwaukee Buffalo Grove, Raleigh-Durham 414-475-3700 Illinois 919-469-5095 Tennessee 1-800-487-7771 Memphis Port Edwards 901-377-6223 715-887-4400' BUILDING AUTOMATION, MAINTENANCE & PLANNING Master Training Paths You will receive a plaque if you successfully complete one of these training paths (curricula) within three years. MASTER OPERATOR CURRICULUM APOGEE APOGEE Systems Systems Systems with BACnet 5-620* 5-720 5-615 5-615 5-625 5-725 MASTER PROGRAMMER CURRICULUM APOGEE APOGEE Systems with BACnet Systems 5-620* 5-720- 5-625 5-725 5-630 5-630 5-635 5-635 Training Recommendations Depending on job responsibilities, we recommend these courses: For APOGEE Building Autom4don Systems 0 . ems,t .:....::::.: ......... ....... ....... . ................ .... ........ .. . . ......... . . . ... 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' }./+: k ;yJ: rv:•i '��f�ii-::`:fllfiffi ::{:.�%�?�$+r-.�f :�:!�:fif «}i:; Fj.gh f! -r 'F.FIr� F:1! `?`'' l./'. •R ..- -I �:i f.�:. iY./l.;:i�:?://fp'•:;'•b:-•?`.f2�•,'!%::!:.r..:,.�;. }r �:..,.}.. r },f,,.: %` F! :f,:: rr fr r:;9 •%' . �!f;::F:;:`i: F F F / �- / Ffr �/q". �Y ? '.:fix•;•-:. f • fF . ,r, `� o ..:f"f f IFi lift• f F � /„ � /%! ';ld ' ,� ff f F :),.rr'-.� ' :trr� r% �':�f?:%.': F�:��:::: :f:. i.. F! f,:r:r.�.::o-?.:f:.yrj:F•r: :aF..i�;?•r.:r}:+f:. �:�:: t;%.f•.`.!�.-: :.: {.. (. Y•t.-../f. ,. ;•f.=�F :}•v:::i::Y.?.}F???•!:?/:-}::,f,.,:. :1, :.:.:.::: ::.. r ....::::::. ..% F.•}��:..l./}r}�G :::•}}: F.-:: :.F.,,;•:��r,•.; :: For experienced APOGEE system operators who have attended 5-620 or passed the online test for this class, we recommend that you attend 5-710 to learn our APOGEE with BACnet system. This class is fast -paced and contains the same topics taught in 5-720 and 5-725. *For experienced operators, we offer a web -based tool to test your knowledge of the information taught in the APOGEE Workstation Operations course (5-620). If you successfully complete the test, then you may attend any class that requires 5-620 as a prerequisite and you have met the 5-620 requirement for a plaque. Log on to our training website: www.TrainingLearningCentercom, if you want more information or would like to take the test. L' NEW ®690 ,accelerated APOGEE Master Operator Program (9 days) Learn to use the APOGEE workstation, field panels and FLN devices to control a building. This course includes both the Insight and Datamate Base software. This is an accelerated training program that contains all information presented in the 5-620, 5-625 and 5-615 courses taught on two consecutive weeks. Classes include extensive hands-on labs. Note: This class is taught at a rapid pace with large amounts of new information presented each day. Students who complete every day of this class will receive the Master Operator Curriculum plaque. The topics from the three classes will be taught in the following order. T00M a��tr74uti�d bigFE'al;Gvrrtral:{t3i3�,:..: :: . iaalnc aban (IfifEr dbuus x0414 wh, Course Length. Nine days ending by noon on the ninth day. The schedule is Tuesday through Friday (8:00 a.m. — 4:30 p.m.) of week one and Monday through Thursday (8:00 a.m. — 4:30 p.m.) and Friday (8:00 a.m. — noon) of week two. Participants: Experienced computer and HVAC system operators who need to control and/or monitor building systems from the Insight computer workstation, field panels or FLN devices. Prerequisite: It is strongly recommended that the participants have several years of computer experience and a strong knowledge of HVAC systems before attending this class. CEUs: 6.4 CEUs Price: $4,130 (U.S.) BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING 1 had previously been generating trend reports 'the long way... with my new tools I will be able to save time and I feel that I can help my colleagues as well. Extremely worthwhile." Jennifer Albinson Cephalon yI" Tt�pic: Course Length: Four days ending by noon on the fourth day. Participants: Building operators, maintenance personnel or others who need skills for day -today operation of an APOGEE system. Prerequisite: It is strongly recommended that participants have some PC experience in order to receive maximum benefit from the training. CEUs: 2.7 CEUs Price: $1,995 (U.S.) 5-615 APOGEE Field Panel and FLN Operations (4 days) Learn to monitor and control building systems locally from field panels and FLN devices using Datamate Base. Insight workstations are used to monitor and command FLN devices. Note: This course includes Insight FLN operations and additional FLN device applications. The training uses both Insight and Datamate Base software. Course Length: Four days ending by noon on the fourth day. Participants: System users who need skills to control and monitor building control Systems from field panels and terminal equipment controllers. Prerequisite: APOGEE Workstation Operations (5-620) or Accelerated APOGEE Master Operator Program (5-690) or APOGEE with BACnet for Experienced Insight Users (5-710) or APOGEE with BACnet Advanced Operations (5-720). CEUs: 2.7 CEUs Price: $1,995 (U.S.) BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING "This is the best investment any company or self motivated person should invest in." Manny Soto Smithsonian Institution 5-618 LoNWoRi(s@ Communications for APOGEE Field Panel and FLN Operations (4 days) Learn to communicate with LMECs (L model Mechanical Equipment Controllers) and LTECs (LONMARK® compliant Terminal Equipment Controllers) using Network Management Tool (NMT). Mote: This course teaches Network Management Tool (NMT) and Insight software. Course Length: Four days ending by noon on the fourth day. Participants: System users who need skills to communicate with an APOGEE system supporting LONINORKSO Networks. Prerequisite: APOGEE Workstation Operations (5-620) or Accelerated APOGEE Master Operator Program (5-690). CEOs: 2.7 CEUs Price: $1,995 (U.S.) BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING 'This class will be a tremendous benefit to my company and myself." James M Jones UNC hospitals 5®625 APOGEE Advanced Operations (4days) Learn to use the advanced features of the APOGEE workstation. ......................... .. . flSi154f }t11tfE5 Course Length: Four days ending by noon on the fourth day. Participants: Advanced users, managers and APOGEE system administrators who need to create and modify points, graphics, user accounts and zones and events. Prerequisite: APOGEE Workstation Operations (5-620) or Accelerated APOGEE Master Operator Program (5-690) or APOGEE with BACnet for Experienced Insight Users (5-710) or APOGEE with BACnet Advanced Operations (5-720). CEOs: 2.7 CEUs Price: $1,995 (U.S.) BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING "I have a better understanding of the programs after seeing it this way." Mario Long Boston University Medical 2701F.0 4 Learn to interpret and troubleshoot existing Powers Process Control Language (PPCL) programs from your APOGEE workstation. P.PC�.Syrtt.i .. Pt IliaEtnrrig ini#f=lauiclarts= , Program Editor Trottbleshaotitrg Point Cdntrbl: Course Length: Four days ending by noon on the fourth day. Participants: Advanced users who need skills to interpret, modify and troubleshoot existing programs. Prerequisite: APOGEE workstation Operations (5-620) or Accelerated APOGEE Master Operator Program (5-690) or APOGEE with BACnet for Experienced Insight Users (5-710) or APOGEE with BACnet Advanced Operations (5-720). CEUs: 2.7 CEUs Price: $1,995 (U.S.) 5-635 APOGEE Programming for Efficient Building Operations (4 days) Explore multiple high-level strategies designed to optimize building performance and reduce energy costs. 5 f" p d ime:.: bpdinixatian (5�'fi) VAGI Co�trc;'G _.. Course Length:. Four di Participants: Advanced users who need skills to create or modify programs using advanced program control strategies for energy efficiency. Prerequisites: APOGEE Workstation Operations (5-620) or Accelerated APOGEE Master Operator Program (5-690) or APOGEE with BACnet for Experienced Insight Users (5-710), APOGEE with BACnet Advanced Operations (5-720) or and APOGEE PPCL Programming (5-630). CEUs: 2.7 CEUs Price: $1,995 (U.S.) I especluny rrxeu now organized the course is—everything was explained very well and in great detail. The labs helped a lot." Mark Pasion Georgetown University Hospital BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING "It gave me a better understanding of what Siemens has to offer in the area of energy management." Darwell Bell Smithsonian Institution 5-645 APOGEE for Energy Management (4 clays) Learn how an APOGEE system can manage and conserve energy. (Votes: Students are encouraged to bring the following to class: 12 months of utility bills for their facility, information about the type of facility and square footage. This class teaches energy management strategies, but does not teach PPCL programming. Course Length: Four days ending by noon on the fourth day. Participants: APOGEE users who manage energy consumption and utility costs. Prerequisite: APOGEE Workstation Operations (5-620) or Accelerated APOGEE Master Operator Program (5-690) or APOGEE with BACnet for Experienced Insight Users (5-710) or APOGEE with BACnet Advanced Operations (5-720). CEOs: 2.7 CEUs Price: $1,995 (U.S.) N 5®652 InfaCenter Sorts (3 days). Learn to archive, manage and retrieve large amounts of building automation system data for validation compliance and management reporting. Topic; System Architecture InfoCenter. Ad►nmfstrator Course Length: Three days ending by 4:30 p.m. on the third day. Participants: Individuals who will administer the data collected by an APOGEE system using InfoCenter Suite software. Prerequisite: It is strongly recommended that participants take APOGEE Workstation Operations (5-624) or Accelet�t�fl APOGEI^:P�aster Opera3Gr Program (5-690) or APOGEE with BACnet for Expe&Aced Insightt7sers (5-710) or APOGEE with BACnet Workstation Operations (5-720) and have some PC experience in order to receive maximum benefit from the training. CEUs: 2.3 CEOs Price: $1,995 (U.S.) Fume HOO Contras 5tratogy Course Length: Four days ending by noon on the fourth day. Participants: Advanced users who need skills to monitor laboratory controls. Prerequisite: APOGEE workstation Operations (5-620) or Accelerated APOGEE Master Operator Program (5-690) or APOGEE with BACnet for Experienced Insight Users (5-710) or APOGEE with BACnet Advanced Operations (5-720). : • .1— .............. : .: ................ . ... ...: :.. .:.. CEUs: 2.7 CEUs Price: $1,995 (U.S.) zu 0 APOGEE with >> "@ for Experienced Insight Users (4 days) Learn to monitor and control your building with an APOGEE with BACnet workstation. Bl%Chet (3veru tdw 5ystetrf.A:t�Chitectu:re 8'A00 Field Panel .. ..... ......... system Profile i}Ai+'net TECs ' BACnet: Database . ......... ...... Qpertiors Course Length: Four days ending by noon on the fourth day. Participants: It is strongly recommended that students have advanced APOGEE skills before taking this fast -paced BACnet course. For those with moderate skills or who are new to APOGEE systems, it is recommended that they attend 5-720 to receive maximum benefit from the training. Prerequisite: APOGEE Workstation Operations (5-620) CEUs: 2.7 CEUs Price: $1,995 (U.S.) BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASSROOM TRAINING 'The course met my expectations and my knowledge of the system is for greater than before." Greg Edwards Advocate Lutheran General Hospital 5®720 APOGEE with BACnetfl Workstation Operations (4 Days) Learn to monitor and control building automation systems using an APOGEE with BACnet system. '�aulga�wF _. Reports s6hedufet. Course Length: Four days ending by noon on the fourth day. Participants: Building operators, maintenance personnel or others who need skills for day-to-day operation of an APOGEE with BACnet system. Prerequisite: It is strongly recommended that participants have previous PC experience in order to receive maximum benefit from the training. CEUs: 2.7 CEOs Price: $1,995 (U.S.) IV 5-725 APOGEE witk.-PACnetO.Advanced Operations (4 Days) Learn to use the advanced features of the APOGEE with BACnet workstation. Topic: System Architecture Course Length: Four days ending by noon on the fourth day. Participants: Advanced users, managers and APOGEE with BACnet system administrators who need to create and modify points, graphics, user accounts, schedules and calendars. Prerequisite: APOGEE with BACnet Workstation Operations (5-720) CEUs: 2.7 CEUs Price: $1,995 (U.S.) Learn general troubleshooting skills using a sophisticated software simulation program developed by Flight Safety International. During the class, each student will be provided with a PC and simulation software to practice troubleshooting skills. This course teaches an analytical process which can be used to understand any system better. It does not teach how to troubleshoot a specific system. Course Length: Three days ending by noon on the third day. Participants: Individuals who need to develop general troubleshooting skills. Prerequisite: It is strongly recommended that participants have some PC experience in order to receive maximum benefit from the training. CEUs: 1.9 CEUs Price: $2,125 (U.S.) 95 -801. ustaiab!➢ and Environmental Management (2 days) Learn to improve the sustainability and environmental management of facilities. This class is taught with lectures and case studies. Topic: Sustai:nabtlity E#tU[[ftlttfTl:etifi;�i: ............................ ...................... . Reguiata�r Req�r►'etrteht� Creon 5.taridatd Business implications Course Length: Two days ending by 4:30 p.m. on the last day. Participants: Facility managers and other personnel who are responsible for energy management. Prerequisite: None CEUs: 1.4 CEUs Price: $1,350 (U.S.) f� 5-802 Maintenance Planning for Mechanical and Electrical Systems (3 z)ays) Learn to apply planning and scheduling best practices to efficiently and effectively perform maintenance work and to execute successful shutdowns and outages. 't - "IGS. MAO" M . ents bion 4 wins Course Length: Three days ending by 4:30 p.m. on the third day. Participants: Individuals involved in planning, scheduling and executing maintenance work. Prerequisite: None CIEUs: 2.3 CEUs Price: $1,900 (U.S.) 5-803 Pneumatic Controls for HVAC (s days) Learn to select and manage pneumatic control elements to improve efficiency in pneumatic Constant Volume, Variable Air Volume systems and terminal units. N..asic Priumax�c ... ................................. [ontrgf:'fl�gry R rn' Thern O* %'ats itemot�: Bulb 7herrtr s ai... .....': IteceiVer ContfoIler Course Length: Three days ending by noon on the third day. Participants: This course is designed primarily for operating engineers and building operators, maintenance supervisors and building superintendents requiring more in-depth pneumatic controls training. Prerequisite: Basic knowledge of pneumatic components and mechanical systems CEUs: 1.9 CEUs Price: $1,600 (U.S.) STAIR DATE LOCATION CONUCT PHONE START DATE nOCAMN CONTACT PHONE 5415 APOGEE Field Panel and FLN Operations 4 -day Course -Starts on Tuesday 4 -day Course—Starts on Tuesday 10119110 Raleigh, NC Erik Fisher 919-4653216 10119110 Seattle, WA Brenda Taylor 425507.4372 10119110 Washington, DC Patricia Boone 301837-2527 10126110 Buffalo Grove, R. Teresa Grace -Regan 847-941-5920 11102110 Washington, DC Patricia Boone 301.837-2527 11116110 Washington, DC Patricia Boone 301-837-2527 11130110 Washington, DC Patricia Boone 301-837-2527 12107110 Anchorage, AK BrendaTaylor 425507-4372 12107110 Los Angeles, CA Crystal Wells 714-252-1315 12107110 Miami, FL Maria BaRruena 954-364-66690 01111111 Philadelphia, PA Robin May 215454.8040 01118111 Rochester, NY Rochelle Marshall 585797-2300 01118111 Washington, DC Patricia Boone 301.837-2527 01/25111 Cincinnati, OH Cheri LOU 513-742-5590 01/25111 Washington, DC Patricia Boone 301.837-2527 02101111 Denver, 00 Brenda Taylor 425-507-4372 02101111 Washington, DC Patricia Boone 301.837-2527 02108111 Washington, DC Patricia Boone 301.837-2527 02108111 Washington, DC Patricia Boone 301.837-2527 02122/11 Boston, MA Amanda Pena 781-774-8343 02122/11 Los Angeles, CA Crystal Wells 714-252-1315 03/01/11 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 011 Washington, DC Patricia Boone 301-837-2527 03/37/11 Pinebrock, NJ Teresa Grace -Regan 847-941-5920 03122/11 Washington, DC Patricia Boone 301-837-2527 03129111 San Diego, CA tapeachtrissTumer 858-880-2090 03/29111 Washington, DC Patricia Boone 301-837-2527 03/29111 Washington, DC PatrKia Boone 301-837-2527 04105111 Washington, DC Patricia Boone 301-837-2527 04119111 Washington, DC Patricia Boone 301-837-2527 05110/11 Atlanta, GA Karen Nolan 770.9352000 05110111 Boston, MA Amanda Pena 781-774-8343 05117111 Minneapolis, MN Mark Pieper 651-6041861 06107111 Seattle, WA Brenda Taylor 425507-4372 06114111 Washington, DC Patello Boone 301-837.2527 0687111 Los Angeles, CA Crystal Wells 714252-1315 07112111 Miami, FL Marla Balbuena 9543644690 08116111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 08116111 Washington, DC Patricia Boone 301-837-2527 0883111 Atlanta, GA Karen Nolan 770-9352000 10111111 Boston, MA Amanda Pena 781-7748343 10111111 San Diego, CA IapeadrtrissTumer 858-880-2090 10118/11 Buffalo Grave, IL Teresa Grace -Regan 847-941-5920 10118111 Washington, DC Patricia Boone 301-837-2527 1085111 Orlando, FL Tnia Fraebel 407-571-1900 11101111 Philadelphia, PA Robin May 215-6548040 5-618 LONWORKS for APOGEE Field Panel and FLN Operations 4 -day Course -Starts on Tuesday 04119111 Buffalo Grove, 1. Teresa Grace -Regan 847-941-5920 5-620 APOGEE Workstation Operations 4 -day Course—Starts on Tuesday 10105110 Anchorage, AK Brenda Taylor 425-507.4372 10105110 Philadelphia, PA Robin May 215.654-8040 10105110 Port Edwards, WI EPnabeth Stormoen 715-887.4400 10105110 San Francisco, CA Rhonda England 510-723-7742 10105110 Washington, DC Patello Boone 301.837-2527 10105110 Washington, DC Patrice Boone 301.837-2527 10112110 Boston, MA Amanda Perna 781-774-8343 10112110 Des Moines, IA Rachael Waggoner 515-447-0935 10119110 Portland, OR Brenda Taylor 4255074372 10119110 Rochester, NY Rochelle Marshall 585797.2300 10126110 Fairbanks, AK Brenda Taylor 425507-4372 10126110 Los Angeles, CA Crystal Wells 714-252.1315 10126110 Miami, FL Marla Balbuena 9543646690 10126110 Washington, DC Patricia Boone 301.837.2527 11119110 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 11109110 Denver, CO Brenda Taylor 4255074372 11109110 Pine Brook, NJ Teresa Grace -Regan 847-941-5920 11/16110 Dallas, TX Mary Hutchinson 972-4651591 11116110 Seattle, WA Brenda Taylor 425507-4372 11116110 St. Louis, MO Shelli Johnson 314.817-1073 11116110 Washington, DC Patricia Boone 301.837-2527 11130110 Orlando, FL Iiia Fraebel 407-571-1900 12101110 Philadelphia, PA Robin May 215.654-8040 12107110 Washington, DC Patricia Boone 301.837-2527 12114110 Washington, DC Patricia Boone 301.837-2527 01104111 Washington, DC Patricia Boone 301.837.2527 01111111 Anchorage, AK Brenda Taylor 425507-4372 01111111 Los Angeles, CA Crystal Wells 714-252.1315 01111111 Washington, DC Patricia Boone 301.837.2527 01/18111 Seattle, WA Brenda Taylor 425.507.4372 01118111 Washington, DC Patricia Boone 301-837-2527 01/25111 Boston, MA Amanda Pena 781-7748343 01125111 San Diego, CA Lapeadntrfss Turner 858.880.2090 02101111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 02101tl1 Miami, FL Maria Balbuena 954-364.6690 02101111 Phoenix, AZ Lynn Stickler 702-855.5300 02111111 San Francisco, CA Rhonda England 510-723-7742 02108111 Philadelphia, PA Robin May 215454.8040 02/15111 Detroit, MI Tonya Silver 734-156.3800 02115111 Pinebrook, W Teresa Grace -Regan 847-941-5920 02/15111 Washington, DC Patricia Boone 301-837-2527 02115111 Washington, DC Patricia Boone 301-837-2527 02122111 Mrs1in,TX Terry McMullen 210-253-2708 0282111 Salt LakeClty,UT Brenda Taylor 425507-4372 03101111 Washington, DC Patricia Boone 301-837-2527 03101111 Washington, DC Patricia Boone 301-837-2527 03108111 Las Vegas, NV Lynn Stickler 702-855-5300 03108111 Philadelphia, PA Robin May 2154548040 03108111 Washington, DC Patricia Boone 301-837-2527 03115111 Atlanta, GA Karen Nolan 770-9352000 03115111 Los Angeles, CA Crystal Wells 714252.1315 03115111 Minneapolis, MN Mark Pieper 651404-1861 03115111 SL Louis, MO Shelli Johnson 314.817-1073 0382111 Seattle, WA Brenda Taylor 425507-4372 BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASS SCHEDULE BY COURSE STAHTDATE LOCATION CONTACT PHONE START DATE LOCATION CONTACT PHONE 04105111 Philadelphia, PA Robin May 215-654-8040 5-625 APOGEE Advanced Operations 04105111 San Francisco, CA Rhonda England 510-723-7742 4 -day Course—Starts on Tuesday 04105111 Washington, DC Patricia Boone 301.837-2527 10112110 Atlanta, GA Karen Nolan 770-935-20D0 04112111 Des Moines, IA Rachael Waggoner 515-447-0935 10119110 Cincinnati, OH Cheri Lutz 513-742-5590 04112111 Rochester, NY Rochelle Marshall 585-797-2300 10126110 Philadelphia, PA Robin May 215.654-8040 04112111 San Diego, CA Iapeachtrlss Turner 858,880-2090 1102110 Minneapolis, MN Mark Pieper 651.604-1861 04112111 Washington, DC Patricia Boone 301837-2527 11102110 San Diego, CA Lapeachtrks Turner 858 -SBD -2090 04119111 Omaha, NE Cindy Randall 402.827-4104 11109110 Boston, MA Amanda Pena 781-774-8343 04119111 Raleigh, NC Erik Fisher 919-465-5216 11/16110 los Angeles, CA Crystal Wells 71+252-1315 04/26111 Boston, MA Amanda Pena 781-774-8343 12/07110 Buffalo Grog, IL Teresa Grace -Regan 847-941-5920 04126111 Dallas, TX Mary Hutchinson 972-465-1591 01/18111 Washington, DC Patricia Boon 301,837-2527 04125111 Portland, OR Brenda Taylor 425-5074372 01125111 Port Edwards, WI Elizabeth Storrnoen 715-087-4400 05103111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 0201111 Los Angeles, CA Crystal Wells 714-252-1315 05103111 Houston, TX Laurie Kerekes 281-949.3078 02O8h 1 Raleigh, NC Erik Fisher 919-465-5216 05103111 Washington, DC Patrice Boone 301-837-2527 02108111 Seattle, WA Brenda Taylor 425.5074372 05117111 Cincinnati, OH Ched LOU 513-742-5590 02115111 AnchorageAK Brenda Taylor 425-5074372 05117111 Seattle, WA Brenda Taylor 425-5074372 0282111 San Diego, CA Lapeachtft Turner 858-88D-2090 06107111 Boston, MA Amanda Pena 781-774-8343 0301111 Orlando, FL TI® Fraebel 407-571-1900 06107111 Philadelphia, PA Robin May 215-654-8040 03108111 Boston, MA Amanda Pena 781-774-8343 06107111 San Francisco, CA Rhonda England 51D.723.7742 0308111 Detroit, MI Tanya Silver 734.456-3800 0607111 Washington, DC Patricia Boone 301.837-2527 03115111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 0681111 Salt Lake City, UT Brenda Taylor 425-5074372 03122/11 Philadelphia, PA Robin May 215-654-6040 07112111 Atlanta, GA Karen Nolan 770-9352000 0382111 Washington, DC Patricia Boone 301-837-2527 07112111 Washington, DC Patricia Boone 301837-2527 0405111 Fairbanks, AK Brenda Taylor 4255074372 07119111 Seattle, WA Brinda Taylor 42550743$2 0405111 Miami. FL Maria Balbuena 954-364-6690 0802111 BuffaloGrove, IL . Teresa Grace -Regan 847-941-5920 04112/11 Florham Park, W Teresa Grace -Regan 847-941-5920 0802111 San Diego, CA Lapeachtriss Tumer 858.880.2090 05703111 Ausdn, TX Terry McMullen 210.253-2708 08102111 Washington, DC Patricia Boone 301.837.2527 0503111 Denver, CO Brenda Taylor 4255074372 08109111 Denver, CO Brenda Taylor 4255074372 05110111 Dallas, TX Mary Hutchinson 972-4651591 08116111 San Antonio, TX TerryM cMullen 210.253-2708 05117111 Phoenix, AZ Lynn Stickler 702-855-5300 08116111 SL Louis, MO Sheill Johnson 314-817-1073 05117111 Washington, DC Patricia Boone 301-837.2527 0883111 Philadelphia, PA Robin May 215-65443040 0607111 Los Angeles, CA Crystal Wells 714-252.1315 09113111 Los Angeles, CA Crystal Wells 714-252-1315 0607111 Portland, OR Brenda Taylor 425-5074372 09113111 Orlando, FL Iiia Fraebel 407-571-1900 06114111 Las Vegas, NV Lynn Stickler 702-8555300 09113111 San Francisco, CA Rhonda England 510.723-7742 0681111 Atlanta, GA Karen Nolan 770-9352000 09113111 Washington, DC Patricia Boone 301-837-2527 07112111 Philadelphia, PA Robin May 215654-8040 0980111 Seattle, WA Brenda Taylor 4255074372 0802111 San Francisco, CA Rhonda England 510-723-7742 09127111 Florham Park, NJ Teresa Grace -Regan 847-941-5920 0809111 Seattle, WA Brenda Taylor 4255074372 10104111 Boston, MA Amanda Pena 781-774-8343 0883111 Washington, DC Patricia Boone 301.837-2527 10104111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 09113111 Atlanta, GA Karen Nolan 770-935-2000 10104111 Philadelphia, PA Robin May 215-6548040 09113111 Boston, MA Amanda Pena 781-774-8343 1004111 San Francisco, CA Rhonda England 510-723-7742 09113111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 1004111 Washington, DC Patricia Boone 301837-2527 09113111 Raleigh, NC Erik Fisher 919-4655216 10/18111 Atlanta, GA Karen Nolan 770-9352000 09120111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 10118111 Omaha, NE Cindy Randall 402-8274104 0987111 San Dingo, CA Lapeachtris Turner 858-880-2090 1085111 Raleigh, NC Erik Fisher 919-4655216 10111111 Philadelphia, PA Robin May 215-654-8040 1101111 Washington, DC Patricia Boone 301.837-2527 1085111 Florham Park, W Teresa Grace -Regan 847-941-5920 11/14111 Seattle, WA Brenda Taylor 4255074372 1101111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 11115111 San Diego, CA Lapeachtriss Turner 858-880.2090 11115111 Boston, MA Amanda Pena 781-774-8343 1189111 Boston, MA Amanda Pena 781-7748343 11115111 San Antonio, TX TerryMcMullen 210.253-2708 12106111 Philadelphia, PA Robin May 215-0548040 12113111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 99 BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASS SCHEDULE BY COURSE START DATE LOCATION CONTACT PHONE STAR DATE LOCATION CONTACT PHONE Gnrinnati, OH Ched Lotz 513-742-5590 06107111 Florham Park, NJ Teresa Grace -Regan 847.941-5920 5-630 APOGEE PPCL Programming Amanda Pena 781.774-8343 4 -day Course -Starts on Tuesday Los Angeles, CA 06114111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 10112110 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 06121111 Detroit Ml Tanya Silver 734.456-3800 10112110 Pine Brook, NJ Teresa Grace -Regan 847-941-5920 08123111 Raleigh, NC Erik Fisher 919-065.5216 10126110 Seattle, WA Brenda Taylor 425507-4372 09127111 Philadelphia, PA Robin May 215-6548040 11102110 Boston, MA Amanda Pena 781-774-8343 11P08111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 11102/10 WashingtDn,DC Patricia Boone 301-837-2527 12106111 Seattle, WA Brenda Taylor 425507-4372 5-630 APOGEE PPCL Programming 4 -day Course -Starts on Tuesday 11109110 Philadelphia, PA Rabin May 215fi54 8040 03108111 Gnrinnati, OH Ched Lotz 513-742-5590 03115111 Anchorage, AK Brenda Taylor 425-507-4372 04105111 Boston, MA Amanda Pena 781.774-8343 0411211 Los Angeles, CA Crystal Wells 714-252-1315 04126111 Washington, DC Patrkla Boone 301-837-2527 05103111 Washington, DC Patricia Boone 301-837-2527 05110111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 05110111 San Diego, CA Lapeachtris Turner 858-880-2090 05110111 Washington, DC Patricia Boone 301.837-2527 05117111 Raleigh, NC Erik Fisher 919-4655216 05)17111 Washington, DC Patricia Boone 301-837-2527 05124111 Florham Park, NJ Teresa GTace-Regan 847-941-5920 05124111 Washington, DC Patricia Boone 301-837-2527 067th 1 Miami, FL Mara Balbuena 9543640690 06WIl I Washington, DC Patricia Boone 301-837-2527 06114111 Washington, DC Patricia Boone 301.837-2527 06121111 Washington, DC Patricia Boone 301-837-2527 06128111 Washington, DC Patricia Boone 301-837-2527 0711211 Washington, DC Patricia Boone 301-837-2527 07119111 Washington, DC Patricia Boone 301-837-2527 07/26111 Washington, DC Patricia Boone 301-837-2527 0810211 Washington, DC Patricia Boone 301-837-2527 08109111 Philadelphia, PA Rabin May 215654-8040 08109111 Washington, DC Patricia Boone 301-837-2527 08116111 Washington, DC Patricia Boone 301-837-2527 08123111 Dallas, TX MaryHutchinson 972-4651591 08/23111 Washington, DC Patricia Boone 301-837-2527 08130111 Washington, DC Patrice Boone 301-837-2527 10111111 Seattle, WA Brenda Taylor 425507-4372 10125111 Atlanta, W Karen Nolan 770-9352000 11101111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 11108111 Los Angeles, CA Crystal Welk 714-252-1315 5-635 APOGEE Programming for Efficient Building Operations 4 -day course -Starts on Tuesday 10126110 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 11116110 Miami, FL Maria Balbuena 954364-6690 12107110 Seattle, WA Brenda Taylor 425507-4372 01118111 Dallas, TX Mary Hutchinson 972.4651591 03108111 Washington, DC Patricia Boone 301-837-2527 05103111 Anchorage, AK Brenda Taylor 425-507-4372 05110111 Los Angeles, CA Crystal Wells 714252-1315 05117111 Boston, MA Amanda Pena 781-7748343 5-6645 APOGEE for Energy Management 4 -day Course -Starts on Tuesday 11102110 Buffalo Grove, IL Tema Grace -Regan 847-941-5920 1213110 Miami, FL Mara Balbuena 9543646690 021=11 Daft, TX Mary Hutchinson 972.465.1591 022211 Philadelphia, PA Robin May 2156548040 06114111 Boston, MA Amanda Pena 781-7748343 07126111 San Diego, CA Lapeachtds Turner 858-88D-2090 08116111 Los Angeles, CA Crystal Wells 714252-1315 09120111 Detroit, MI Tanya Silver 734-456-38M 10125111 Philadelphia, PA Robin May 2156548040 11/29111 Buffalo Grove, IL Teresa Grace -Regan 847.941.5920 5-652 InfoCenter Suite 3 -day Course -Starts on a Monday or Tuesday 11130110 Buffalo Grove, lL Teresa Grace -Regan 847-941-5920 03129111 , Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 11108111 Raleigh, NC Erik Fisher 919.4655216 11115111 Philadelphia, PA Robin May 215.654-8040 5-670 APOGEE Laboratory Controls 4 -day Course -Starts on Tuesday 12107110 Buffalo Grine, IL Teresa Graze -Regan 847-941-5920 12106111 Buffalo Grove, it Teresa Graze -Regan 847-941-5920 5-690 Accelerated APOGEE Master Operator Program 9 -day course -Starts on Tuesday 11109110 Philadelphia, PA Rabin May 215654-9040 0711211 BuffaloGrove, it Teresa Grace -Regan 847-941-5920 5-710 APOGEE with BACnet for Experienced Insight Users 4 -day Course -Starts on Tuesday 0208111 Los Angeles, CA Crystal Wells 714252.1315 0920111 Da1las,TX MaryHutchinson 972.4651591 09/27111 Los Angeles, CA Crystal Wells 714252.1315 11129111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 5-720 APOGEE With BACnet Workstation Operations 4 -day Course -Starts on Tuesday 11/30110 Buffalo Grove, IL Teresa Graze -Regan 847-941-5920 03101111 Los Angeles, CA Crystal Wells 714252-1315 06/28111 San Diego, CA Lapeachiris Turner B58.880.2090 09113111 Philadelphia, PA Rabin May 215-6544 40 11101111 Los Angeles, CA Crystal Wells 714252-1315 12113111 Buffalo Grove, IL Teresa Grace -Regan 847.941.5920 Ibt STAar DATE rOCAnow COWACr PHONE 5-725 APOGEE with BACnet Advanced Operations 4 -day Course -Starts on Tuesday 12114110 Buffalo Grove, 8. Teresa Grace -Regan 847-941-5920 04126111 Ins Angeles, CA Crystal Wells 714.252-1315 12106111 los Angeles, CA Crystal Wells 714.252-1315 5-800 Principles of Troubleshooting 3 -day Course -Ending by croon on the third day 11130110 Buffalo Grave, IL Teresa Grace -Regan 847-941-5920 05103111 Philadelphia, PA Robin May 215-654-8040 05125111 Buffalo Grove, IL Tema Grace -Regan 847-941-5920 11 [Nil1 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 5-801 Sustainabliity and Environmental Management 2 -day Course -Starts on Monday or Tuesday 04126111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 06121111 Philadelphia, PA Robin May 215-654-8040 10118111 Buffalo Grove, R. Teresa Grace -Regan 847-941-5920 5-802 Maintenance Planning for Mechanical and Electrical Systems 3 -day course -Starts on Tuesday 3 -day Course -Starts on Tuesday Washington, DC Patrice Boone 10119110 Philadelphia, PA Robin May 215654-8040 12107110 Buffalo Grove, IL Tg[esa Grace -Regan _< 847-941-5920 03122111 Buffalo Grove, IL Teresa Grace -Regan 847-941.5920 05110111 Philadelphia, PA Robin May 215-654-8040 09113111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 5-803 Pneumatic Controls for HVAC 3 -day course -Starts on Tuesday 10126110 Washington, DC Patrice Boone 301-837-2527 01118111 Buffalo Grove, IL Teresa Grace -Regan 847-941-5920 06107111 Buffalo Grove, IL Teresa Grace -Regan 847 941-S920 1111SIl l Buffalo Grove, IL Teresa Grace -Regan 847941-5920 BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASS SCHEDULE BY COURSE BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASS SCHEDULE BY LOCATION STMT DATE COURSE TITLE START 00.7E COURSE' TITLE Anchorage, AK CD ntactTeresa Grace ftan at 847-941.5920. Contact Brenda Taylor at 425-507-4372. 10105110 5620 APOGEE Workstation Operations 12107110 5615 APOGEE Field Panel and FLN Operations 01111111 5-620 APOGEE Workstation Operations 02115111 5.625 APOGEE Advanced Operations 03115111 5.630 APOGEE PPCLProgramming 05103111 5-635 APOGEE Programming for Efficient Bldg. Operations Atlanta, GA CD ntactTeresa Grace ftan at 847-941.5920. Contact Karen Flan at 770-9352000. 10112110 5625 APOGEE Advanced Operations 03115111 5620 APOGEE Workstation Operations 05110111 5.615 APOGEE Field Panel and FLN Operations 06121111 5625 APOGEE Advanced Operations 07112111 5620 APOGEE Workstation Operations 08123111 5615 APOGEE Field Panel and FLN Operations 09113111 5-625 APOGEE Advanced Operatkms 10118111 5620 APOGEE Workstation Operations 10125111 5630 APOGEE PPCLProgramming Austin, TX CD ntactTeresa Grace ftan at 847-941.5920. Contact Terry McMullen at210-253-2708. 02122111 5-620 APOGEE Workstation Operations OS .1 5.625 APOGEE Advanced Operations 5.615 APOGEE Field Panel and FLN Operations Boston, MA 5645 Contact Amanda Pena at 781-774-8343. 10112110 5.620 APOGEE Workstation Operations 11102110 5.630 APOGEE PPCLProgramming 11109110 5.625 APOGEE Advanced Operations 0105111 5-620 APOGEE Workstation! Operations 02/22111 5-915 APOGEE Field Panel and FLN Operations 03108111 5625 APOGEE Advanced Operations 04105111 5630 APOGEE PPCL Programming 0406111 5620 APOGEE Workstation Operations 05110111 5.615 APOGEE Field Panel and FLN Operations 05117111 5-635 APOGEE Programming for Efficient Bldg. Operations 06107111 5620 APOGEE Workstation Operations 06114111 5-945 APOGEE for Energy Management 09113111 5.625 APOGEE Advanced Operations 10104111 5.620 APOGEE Workstation Operations 10111111 5-615 APOGEE Field Panel and FLN Operations 11115111 5-625 APOGEE Advanced Operations 1109111 5-620 APOGEE Workstation Operations Buffalo Grove (Chicago, Ila CD ntactTeresa Grace ftan at 847-941.5920. 10112110 5630 APOGEE PPCL Programming 1006110 5.635 APOGEE Programming for Efficient Bldg. operations 1006110 5.615 APOGEE Field Panel and FLN Operations 11102110 5645 APOGEE for Energy Management 11109110 5620 APOGEE Workstation Operations 11130/10 5.720 APOGEE with BACnet Workstation Operations 11130110 5.800 Principles of Troubleshooting 11130110 5.652 InfoCenter Suite 12107110 5802 Maintenance Planning for Mechanical and Elec. Sys. 1207110 5670 APOGEE Laboratory Controls 12107110 5625 APOGEE Advanced Operations 12114/10 5725 APOGEE with BACnet Advanced Operations 01118111 5,803 Pneumatic Controls for HVAC 02101111 5620 APOGEE Workstation Operations 03101111 5615 APOGEE Field Panel and FLN Operations 03115111 5625 APOGEE Advanced Operations 03122111 5802 Maintenance Planning for Mechanical and Elec. Sys. 03129111 5652 InfoCenter Suite 04119111 5618 LONWoats Comm. for APOGEE Field Panel and FLN Operations 04126111 5.801 Sustainabilltyand Environmental Management 05103111 5-620 APOGEE Workstation Operations 05110111 5630 APOGEE PPCLProgrammtng 05125111 5800 Principles of Troubleshooting 06107111 5803 Pneumatic Controls for HVAC 06114111 5-635 APOGEE Programming for EfiicientBldg. operations 07112111 5-690 AccelerahedAPOGEE Master Operator Program 08102111 5-620 APOGEE Workstation Operations 08116111 5-615 APOGEE Field Panel and FLN Operations 09113111 5625 APOGEE Advanced Operations 09113111 5802 Maintenance Planning for Mechanical and Elec. Sys. 09120111 5-625 APOGEE Advanced Operations 10104111 5.620 APOGEE Workstation Operations 10118111 5.615 APOGEE Field Panel and FLN Operatio0s 10118111 5-801 Sustainability and Environmental Management 11101111 5630 APOGEE PPCL Programming 11101111 5625 APOGEE Advanced Operations 11108111 5800 Principles&Troubleshootng 11108111 5-635 APOGEE Programming for Efficient Bldg. Operations 11115111 5-803 Pneumatic Controls for HVAC 1109111 5.710 APOGEE With BACnet for Experienced Insight users 1109111 5-645 APOGEE for Energy Management 12106111 5-670 APOGEE Laboratory Controls 12113111 5720 APOGEE with BACnet Workstation Operations 12113111 5.620 APOGEE Workstation Operations Cincinnati, OH Contact Cheri Lata at 513-742-5590. 10119110 5-925 APOGEE Advanced Operations 0105111 5.615 APOGEE Field Panel and FLN Operations 03108111 5-630 APOGEE PPCL Programming 05117111 5620 APOGEE Workstation Operations Dallas, TX Contact Mary Hutchinson at 972-4651591. 11116110 5-620 APOGEE Workstation Operations 01118111 5-635 APOGEE Programming for Efficient Bldg. operations 02108111 5.645 APOGEE for EnergyManagement 0406111 5620 APOGEE Workstation Operations 05110111 5625 APOGEE Advanced Operations 08123111 5630 APOGEE PPCL Programming 09120111 5710 APOGEE With BACnet for Experienced Insight Users I ) START DATE CDURSE TITLE START DATE COURSE TITLE Denver, CO Contact Teresa Grace -Regan at 8473941-5920. Contact Brenda Taylor at 425-5074372. 11109110 5-620 APOGEE Workstation Operations 02101111 5-615 APOGEE FEW Panel and FLN Operations 05t03111 5.625 APOGEE Advanced Operations 08109111 5.620 APOGEE Workstation Operations Des Moines, IA Contact Michael Waggoner at 515447-0935. 10112110 5.620 APOGEE Workstation Operations 04112111 5.620 APOGEE Workstation Operations Detroit, MI Contact Teresa Grace -Regan at 8473941-5920. Contact Tanya Silver at 734-456-3800. 02115111 5-620 APOGEE Workstation Operations 03108/11 5-625 APOGEE Advanced Operations 06121111 5.635 APOGEE Programming for Efficient Bldg. Operations 09120111 5-645 APOGEE for Energy Management Fairbanks, AK Contact Brenda Taylor at 425-507-4372- 101200 5.620 APOGEE Workstation Operations 04105111 5.625 APOGEE Advanced Operations Houston, TX Contact Laurie Kerekes at 281-94¢3078. 05103111 5.620 APOGEE Workstation Operatmns Las Vegas, NV Contact Lynn Stickler at 702-855-5300 or Brenda Taylor at 425-507-4372. 03108111 5-620 APOGEE Workstation Operations 06114111 5.625 APOGEE Advanced Operations Los Angeles, CA Contact Teresa Grace -Regan at 8473941-5920. Contact Crystal Wells at 714252-1315. 1086110 5.620 APOGEE Workstation Operations 11116110 5-625 APOGEE Advanced Operations 12107110 5-615 APOGEE Field Panel and FLN Operations 0111 fill 5-620 APOGEE Workstation Operations 02/01111 5-625 APOGEE Advanced Operations 02108111 5.710 APOGEE with BACnet for Experienced Insight Users 02122111 5.615 APOGEE Feld Panel and FUN Operations 03101/11 5-720 APOGEE with BACnet Workstation Operations 03/15/11 5.620 APOGEE Workstation Operations 04112111 5-630 APOGEE PPCL Programming 0486111 5-725 APOGEE with BACnet Advanced Operations 05110111 5-635 APOGEE Programming for Efficient Bldg. Operations 06107111 5-625 APOGEE Advanced Operations 06121111 5-615 APOGEE Feld Parcel and FUN Operations 08116111 5-645 APOGEE for Energy Management 09113111 5.620 APOGEE Workstation Operations 0987111 5-710 APOGEE with BACnet for Experienced Insight Users 11101111 5-720 APOGEE with BACnet Workstation Operations 11108111 5-630 APOGEE PPCL Programming 12106111 5.725 APOGEE withBACnet Advance dOperations BUILDING AUTOMATION, MAINTENANCE & PLANNING CLASS SCHEDULE BY LOCATION Miami, FL Contact Teresa Grace -Regan at 8473941-5920. 10112110 Contact Fria Balbuena at 954.364-6690. 10126110 5-620 APOGEE Workstation Operations 11116110 5-635 APOGEE Programming for Efficient Bldg. Operations 12107/10 5-615 APOGEE Feld Panel and FUN Operations 12113110 5-645 APOGEE for Energy Management 02/01111 5.620 APOGEE Workstation Operations 04105111 5.625 APOGEE Advanced Operations 06107111 5.630 APOGEE PPCL Programming 07112111 5.615 APOGEE Field Panel and FUN Operations Minneapolis, MN Contact Mark Pieper at 651-6041861. 11102110 5.625 APOGEE Advanced Operations 03115111 5.620 APOGEE Workstation Operations 05117111 5.615 APOGEE Field Panel and FUN Operations Now York City Metro Area Contact Teresa Grace -Regan at 8473941-5920. 10112110 5.630 APOGEE PPCL Programming 11109110 5.620 APOGEE Workstation Operations 02115111 5-620 APOGEE Workstation Operations 03/22111 5-615 APOGEE Feld Panel and FUN Operations 04112111 5.625 APOGEE Advanced Operations 0584111 5.630 APOGEE PPCL Programming 06107111 5.635 APOGEE Programming for Efficient Bldg. Operations 09127111 5.620 APOGEE Workstation Operations 1085111 5.625 APOGEE Advanced Operations Omaha, NE Contact (Indy Randall at 402.827-4104. 04119111 5.620 APOGEE Workstation Operations 10118111 5.620 APOGEE Workstation Operations Orlando, FL ContactTBa Fraebel at 407-571-1900. 11130110 5-620 APOGEE Workstation Operations 03101111 5.625 APOGEE Advanced Operations 09113111 5-620 APOGEE Workstation Operations 1085111 5.615 APOGEE Field Panel and FUN Operations z y, ENO is SfARr DATE COURSE TITLE Philadelphia, PA Contact Robin May at 215-654.8040. 10105110 5-620 APOGEE Workstation Operations 10119110 5,802 Maintenance Planning for Mechanical and Elec. Sys. 10126110 5-625 APOGEE Advanced Operations 11109110 5-630 APOGEE PPCL Programming 11109110 5-690 Accelerated APOGEE Master Operator Program 12/07110 5-620 APOGEE Workstation Operations 01111111 5615 APOGEE Field Panel and FLN Operations 02/08111 5-620 APOGEE Workstation Operations 02122111 5-645 03108111 5-620 03122/11 5-625 04105111 5-620 05103111 5.800 05110111 5802 06107111 5-620 06121111 5801 07112111 5-625 0&09111 5630 08123111 5620 5720 5-635 5-620 5-625 5-645 5-615 5-652 5-620 APOGEE for Energy Management APOGEE Workstation Operations APOGEE Advanced Operations APOGEE Workstation Operations Principles offroubleshooting Maintenance Planning for Mechanical and Elec. Sys. APOGEE Workstation Operations Sustainability and Environmental Management APOGEE Advanced Operations APOGEE PPCLPmgramming APOGEE Workstation Operations APOGEE with BACnet Workstation Operations APOGEE Programming for Efficient Bldg. Operations APOGEE Workstation Operations APOGEE Advanced Operations APOGEE for Energy Management APOGEE Feld Panel and FLN Operations Infocenter Suite APOGEE Workstation Operations Phoenix, AZ Contact Lynn Stickler at 702.8555300 or Brenda Taylor at 425507-4372. 02101111 5-620 APOGEE Workstation Operations 05117111 5-625 APOGEE Advanced Operations Part Edwards, WI Contact Elizabeth Stormcen at 715,887.4400. 10105110 5-620 APOGEE Workstation Operations 0185111 5-625 APOGEE Advanced Operations Portland, OR Contact Brenda Taylor at 4255074372. 10119110 5-620 APOGEE Workstation Operations 0486111 5-620 APOGEE Workstation Operations 06107111 5-625 APOGEE Advanced Operations Raleigh, NC Contact Erik Fisher at 919-065-5216. 10119110 5615 APOGEE Field Panel and FLN Operations 02108/11 5-625 APOGEE Advanced Operations 04119111 5-620 APOGEE Workstation Operations 05117111 5-630 APOGEE PPCL Programming 0883111 5-635 APOGEE Programming for Efficient Bldg. Operations 09113111 5-625 APOGEEAdvanced Operations 1085111 5-620 APOGEE Workstation Operations 11108111 5-652 InfoCenter Suite START DATE COURSE TITh Rochester, NY Contact Rochelle Marshall at 585-797-2300. 10119110 S-620 APOGEE Workstation Operations 01118111 5-615 APOGEE Feld Panel and FLN Operations 04112111 5-620 APOGEE Workstation Operations Salt lake lily, UT Contact Brenda Taylor at 425-507-4372. 0282111 5620 APOGEE Workstation Operations 06121111 5620 APOGEE Workstation Operations San Antonio, TX Contact Terry McMullen at 210.253-2708. 08116111 5-620 APOGEE Workstation Operations 11115111 5.625 APOGEE Advanced Operations San Diego, CA Contact Lapeachtriss Turner at BSB -880.2090. 11102110 5.625 APOGEE Advanced operations 01125111 5-620 APOGEE Workstation Operations 0282111 5-625 APOGEE Advanced Operations 03129111 5-615 APOGEE Feld Panel and FLN Operations 04112111 5-620 APOGEE Workstation Operations OSI10111 5-630 APOGEE PPCL Programming 0688111 5720 APOGEE with BACnet Workstation Operations 0786111 5-645 APOGEE for Energy Management 08102111 5-620 APOGEE Workstation Operations 0987111 5-625 APOGEE Advanced Operations 10111111 5-615 APOGEE Feld Panel and FLN Operations 11115111 5620 APOGEE Workstation Operations San Francisco, CA Contact Rhonda England at 510.723-7742. 10105110 5620 APOGEE Workstation Operations 02101111 5-620 APOGEE Workstation Operations 04105111 5-620 APOGEE Workstation Operations 06107111 5-620 APOGEE Workstation Operations 08102111 5-625 APOGEE Advanced Operations 09113111 5-620 APOGEE Workstation Operations 10/04111 5-620 APOGEE Workstation Operations Seattle, WA Contact Brenda Taylor at 425507-4372. 10119110 5-615 APOGEE Feld Panel and FLN Operations 1086110 5-630 APOGEE PPCL Programming 11116110 5-620 APOGEE Workstation Operations 12107110 5-635 APOGEE Programming for Efficient Bldg Operations 01118111 5-620 APOGEE Workstation Operations 02108/11 5-625 APOGEE Advanced Operations 0382111 5-620 APOGEE Workstation Operations 05117111 5-620 APOGEE Workstation Operations tb5, START DATE CDURSE TITLE START DATE COURSE TLE Seattle, WA 05103111 5-620 APOGEE Workstation Operations Contact Brenda Taylor at 425-507-4372. 05f10ill 5-630 APOGEE PPCL Programming 06107111 5-615 APOGEE Field Panel and FLN Operations 05117111 5-625 APOGEE Advanced Operations 07!19111 5-620 APOGEE Workstation Operations 05117!11 5-630 APOGEE PPCLPrognamming OBID91`11 5.625 APOGEE Advanced Operations 05124111 5.630 APOGEE PPCL Programming 09120111 5-620 APOGEE Workstation Operations 06107111 5-630 APOGEE PPCL Programming 10111111 5-630 APOGEE PPCL Programming 06107111 5.620 APOGEE Workstation Operations 11114111 5-620 APOGEE Workstation Operations 06/14111 5-615 APOGEE Field Panel and RLN Operations 12106111 5-635 APOGEE Programming for Efficient Bldg. Operations 06114111 5-630 APOGEE PPCL Programming 06121111 5.630 APOGEE PPCL Programming St Louis, MO 06128111 5.630 APOGEE PPCL Programming Contact shelli Johnson at 314-817.1073. 07112111 5.630 APOGEE PPCL Programming 11116110 5.620 APOGEE Work5t3dw Operations 07117!11 5-620 APOGEE Workstation Operations 03115111 5.620 APOGEE Workstation Operations 07119111 5.630 APOGEE PPCL Programming 08116111 5.620 APOGEE Workstation Operations 07126/11 5.630 APOGEE PPCL Programmirg 08102111 5.630 APOGEE PPCL Prognammmg WashIngwn, DC 08102111 5.620 APOGEE Workstation Operations Contact Patricia Boone at 301-837-2527. 10105110 5.620 APOGEE Workstation Operations 08109111 5.630 APOGEE PPCL Programming 10105110 5.620 APOGEE Workstation Operations OB116111 5-630 APOGEE PPCL Programming OB116111 5-615 APOGEE Field Panel and FW Operations 10119110 5.615 APOGEE Fled Panel and FLN Operations 10126110 5.803 Pneumatic Controls for HVAC 08123111 5.630 APOGEE PPR Programming 08123111 5-625 APOGEE Advanced Operations 10126110 5-620 APOGEE Workstation Operations 11102110 5-615 APOGEE Field Panel and FLN Operations 08130111 5-630 APOGEE PPCLPmgramming 09113111 5 620 APOGEE Workstation Operations 11102110 5-630 APOGEE PPCL Programming 10104111 5.620 APOGEE Workstation Operations 11116110 5-620 APOGEE Wuikstatian Opera". 10118111 5-615 APOGEE Field Panel and FW Operations 11116110 5.615 APOGEE Feld Panel and FLN Operations 11101111 5{20 APOGEE WWorkstation Operations 11130110 5-615 APOGEE Field Panel and FLN Operations 12107110 5-620 APOGEE Workstation Operations 12114110 5-620 APOGEE Workstation Operations 01104111 5-620 APOGEE Workstation operations 01111111 5.620 APOGEE Workstation Operations 01118111 5.615 APOGEE Feld Panel and FLN Operations 01118111 5.620 APOGEE Workstation Operations 01118111 5.625 APOGEE Advanced Operations 01125111 5-615 APOGEE Field Panel and FLN Operations 02101111 5-615 APOGEE Field Panel and FLN Operations 02108111 5-615 APOGEE Field Panel and FW Operations 02/08111 5.615 APOGEE Field Panel and FW Operations 02115111 5.620 APOGEE Workstation Operations 02115111 5.620 APOGEE Workstation Operations 03101111 5-620 APOGEE Workstation Operations 03101111 5-620 APOGEE Workstation Operations 03108111 5.635 APOGEE Programming for Efficient Mg. Operations 03108111 5-620 APOGEE Worknstatdon Operations 03115111 5-615 APOGEE Field Panel and FIN Operations 03122111 5.625 APOGEE Advanced Operations 03122111 5.615 APOGEE Field Panel and FLN Operations 03129111 5-615 APOGEE Field Panel and FLN Operations 03129111 5-615 APOGEE Field Panel and FLN Operations 04105111 5.615 APOGEE Field Panel and FLN Operations 04105111 5.620 APOGEE Workstation Operations 04112111 5.620 APOGEE Workstation Operations 04119111 5.615 APOGEE Field Panel and FLN Operations 04126111 5-630 APOGEE PPCL Programming 05103111 5-630 APOGEE PPCL Programming M! BUILDING AUTOMATION, MAINTENANCE & PLANNING OVERVIEW COURSES As revisions to Insight software are released, training for new users and existing users will be offered. Please contact your local Siemens office for more information. Insight 3.10 for New Users (4-6 hours) 159-152 (Student Guide); 159-151 (Instructor Guide) Learn how to use Insight 3.10 to monitor and control a facility. 4. Participants: Building personnel who need operating skills with Insight systems. Prerequisite: None New Features of insight 3.10 for Existing 3®9 or 3.9.1 Users (4-6 hours) 159-154 (Student Guide):159-153 (instructor Guide) Learn about the new features and capabilities of Insight 3.10. UsdrAccoun Participants: Existing Insight 3.9 or 3.9.1 users who are upgrading to Insight 3.10. Prerequisite: Information is presented in a manner that assumes students are familiar with the day-to-day operation of an Insight 3.9 or 3.9.1 system. j Field Panel GO (4-6 4rrs) 159-135 (Student Guide); 159-136 (Instructor Guide) Learn about the new features and capabilities of Field Panel GO. Topic? Al"M Gt�jihics Participants: Building personnel who need operating skills with Field Panel GO systems. Prerequisite: None Communicating with Your APOGEE Field Panel (4-6 hours) 159-074 (Student Guide); 1875 (InstruG(or Guide) Learn how to use an operator interface terminal to communicate with an APOGEE Field Panel. Participants: Building personnel who need to communicate with an APOGEE Field Panel. Prerequisite: None APOGEE Terminal Equipment Controllers (4-6 hours) 159-103 (Student Guide), 159-104 (instructor Guide) Learn how to use APOGEE Terminal Equipment Controllers (TECs) for effective building equipment management. Participants: Building personnel who need basic operating skills with APOGEE TECs. Prerequisite: None Introduction to Pneumatic Controls (4-6 hours) 159-175 (Student Guide); 159-176 (instructor Guide) Learn about pneumatic components and how they work together in a system. Participants: Building personnel who work with pneumatic systems and components. Prerequisite: None in Fume Hood Hardware and Cgntrofs (4-6 hours) 159-045 (Student Guide); 159-046 (Instructor Guide) Learn how to identify types of chemical fume hoods, their components and their purpose. Topic. Fume Hood>:" ................... . .............. Ideification Participants: Building engineers, building administrators or anyone responsible for maintaining and troubleshooting fume hoods. Prerequisite: None Fume Hood Safety (4-6 hours) 159-047 (Student Guide); 159-048 (Instructor Guide) Learn how fume hoods function and basic safety guidelines. Participants: Intended for laboratory personnel who operate fume hoods. Prerequisite: None 10 Introduction to Heating, Ventilation and Air Conditioning (HVAQ Basics (4-6 hours) F 159-091 (Student Guide); 159-092 (instructor Guide) . Learn basic HVAC concepts and how they apply to buildings. ......................... ........ Participants: Building personnel who need a basic introduction to HVAC concepts as applied to their building. Prerequisite: None Log on to: www.TrainingLeg.. gCenter com for more information or to take a web - based course 76:'.urchase tht3 fining CDs fax your order to 847-215-4792 or email teresa.grace-regan@slemens:cor i. The order form is on page 72. To benefit fully from the web and CD training, students should have basic computer skills before beginning the training. System Requirements for Web -Based and CD Training Minimum Windows 98/NT/XP or 2000, Pentium III or higher, 400 MHz clock speed with 256 SAB RANI, 8x CD-ROM, color monitor that is capable of displaying thousands of colors at 800 x 600 pixels, 16-bit sound card, Windows Media Player. Recommended Windows 98/NT/XP or 2000, Pentium IV or higher, 1 GHz clock speed with 512 MB RAM, 16x CD-ROM, color monitor that is capable of displaying thousands of colors at 1,024 x 768 pixels, 16-bit sound card, Windows Media Player. BUILDING AUTOMATION, MAINTENANCE & PLANNING SELF -STUDY MATERIALS IIS BUILDING AUTOMATION, MAINTENANCE & PLANNING SELF -STUDY MATERIALS Interactive CDIDV® Training Learn how to use APOGEE Insight applications and hardware components at your WEB -BASED AND own pace through these convenient interactive CDIDVD self -study training modules. CD TRAINING Detailed descriptions of each of the self -study modules are available on the next several pages. ittics'ri iia ib Ratpkr►Gantrcii�< Module Length: The training modules can be either one or two CD/DVDs depending upon the amount of material covered for that topic. For this reason the computer may require a DVD player to run the module. Participants: Each training module description has listed the recommended participants it was designed for to enhance the effectiveness of the training for those individuals. Save 25% on two or more CD/DVD training modules when purchased at the same time. Interactive C®I®V® Training Packages See page 72 for CD/DVD order form. l t� This module includes an introduction to the five most commonly -used APOGEE Insight applications. { Graphics Participants: This interactive training module is recommended for building operators who: (1) are new users of Insight and need basic operator skills to control buildings, (2) are upgrading their version of Insight software, (3) need to refresh basic operator skills on Insight or (4) need to perform operations in a simulated environment. This module is excellent for personnel who are scheduled for an APOGEE Workstation Operations (5-620) class, but want to begin training as soon as possible. Price: See website for cost of web -based training. Insight version 3.5-3.7 Insight version 3.4 Insight version 3.1 to 3.3 Insight version 3.10 CD version $299 (U.S.) BUILDING AUTOMATION, MAINTENANCE & PLANNING SELF -STUDY MATERIALS WEB -BASED AND CD TRAINING Module One teaches the terms and concepts of the Scheduler application, how to navigate through the application and how to schedule an event. Module Two explains how to schedule a zone, populate and schedule a replacement day, perform a day shift, override an event schedule and schedule trend collections and reports. Module One T Applications Cow'. Ever Participants: Module One is for APOGEE operators who need to control buildings using the APOGEE Scheduler application. Module Two is for APOGEE operators and administrators who need to control buildings using advanced features of the APOGEE Scheduler application. This module is helpful to building operators who want to refresh their skills with the Event Builder or Scheduler applications. Price: See website for cost of web -based training. CD version (includes modules 1 and 2) $299 (U.S.) APOGEE Field Panel - Operations This module is an operation afh maintenance course for the APOGEE Modular Building Controller (MBC). It includes an overview of MBC hardware and includes exercises in maintaining the MBC with terminal emulation software. Participants: This module is recommended for building operators who: (1) communicate with APOGEE MBCs using terminal emulation software, (2) want to practice using terminal emulation software in a simulated environment or (3) need to refresh their skills with terminal emulation software. Price: See website for cost of web -based training. CD version $299 (U.S.) c: This module addresses all aspects of the RENO feature in APOGEE, from configuring system settings to setting up a point for remote notification. Participants: Building personnel who setup, configure or work with the RENO feature. Price: See website for cost of web -based training. CD version $299 (U.S.) al APOGEE Trending Module One presents the terms and definitions most commonly -used in the APOGEE Trend Definition Editor and explains how to define trend definitions at the APOGEE workstation. Module Two presents the terms and definitions most commonly -used to collect and interpret trend data and explains how to collect, view and analyze trend data at the APOGEE workstation. Trending Afodu/e TWo Participants: Module One is for operators who need to use the APOGEE System to place points into trend. Module Two is for operators who need to use the APOGEE System to view and interpret trend information. These modules are helpful for building operators who want to refresh their skills with the Trend application. Price: See website for cost of web -based training. CD version (includes modules 1 and 2) $299 (U.S.) iiq- APOGEE Reports This module explains how to use the Report Builder and Report Viewer applications with the Insight software. �cport 13lilder' Participants: APOGEE operators who need to build and view reports that display system information. This module is helpful for building operators who need to refresh their skills with the Report Builder and Report Viewer applications. Price: CD version $299 (U.S.) This module explains the basic operation and function of a Terminal Box Terminal Equipment Controller (TEC). E+� 0 Participants: Building personnel who communicate directly with TECs using Datamate s> Base. Price: CD version $299 (U.S.)� F• 3 Introduction to PPCL Programming This module teaches the basic flow and functionality of the Powers Process Control Language (PPCL) and it enhances troubleshooting abilities. Topic: Programrning Concepts Participants: Building personnel who need a better understanding of PPCL programming to troubleshoot their system. Price: CD version $299 (U.S.) } Introduction to Distributed Digital Controls :> This module explains what Distributed Digital Control (DDC) is and how it works. After you complete this course, you should understand the design principles of DDC systems. The course does not teach you to operate a specific manufacturer's product, F>3, but it teaches information that is common to most building controls systems. Participants: This module is for personnel who understand mechanical concepts, but need an overall understanding of how DDC systems function and control equipment in their building. Price: See website for cost of web -based training. CD version $299 (U.S.) 9 �� Introduction to the. PXC-Modular Field Panel and TX -1/0 US This module explains the operation and features of the PXC-Modular field panel. Topic:i+ 81C✓+! t{li Physical Layout * :lttiftarfireii Point Number Ranges ' of �1 (itlwik�lE(iEttFfi�ts# .:::::. Power Requirements lUet�lflell��# i Network ArcFiltedurs ... ....:...:;TOO Participants: Building personnel who work with the PXC-Modular field panel. Price: See website for cost of web -based training. CD version $299 (U.S.) New Introduction to Fu : Mood and.. . Laboratory Room 06ntrols This module explains the basic components of a fume hood and the operations of UP the controllers. After you complete this training, you should understand the different readings on the Operator Display Panel and values on different reports. Topic: Fprne:tlood camprtr[�nts 0'r.ator D1' It" liar el Fume.l{uad M.,dler. Participants: Personnel who work or control fume hoods in a laboratory using APOGEE Automation system controls. Price: See website for cost of web -based training. CD version $299 (U.S.) Introduction to the Modular Equipment Controller This module explains the operation and features of the Modular Equipment Controller'(MEC). Topic: Physical, Layout Pdint iVumtier Ranges Participants: Building personnel who need an overview of the MEC. Price: CD version $299 (U.S.) t This module explains the operation and features of the Modular Budding Controller (MBC). Participants: Building personnel who need an overview of the MBC. Price: CD version $299 (U.S.) H interpreting Sequences of 0 eration ED- This module teaches how to interpret sequences of operation, identify key equipment for a sequence and summarize the impact of setpoint and load changes on an HVAC system. This training uses a simulation to view how sequences of operation affect building equipment. Topic: Se{uer►ces of Operation Egoipment' Load Changes Participants: Building personnel who need to interpret sequences of operation that were written for their building systems. Price: CD version $299 (U.S.) Introductio'n' to OPM;Protoc BACnet@ and LONWORKS@ Networks This module teaches open standards protocols, including BACnet and LONWORKS® networks. Participants: Building operators who need an overview of open standards protocols. Price: CD version $299 (U.S.) *e. \a FIRE SAFETY CLASSROOM TRAINING EQUIPMENT REQUIRED Siemens Industry provides fire safety equipment and simulators for training classes. Every student must bring a laptop computer to training with the following minimum requirements. (This requirement does not apply to the FIS 3113 and FIs 4134 classes.) Microsoft Windows version 2000 (with Service Pack 1 or greater), ME or XP; Pentium -class CPU with 200 MHz minimum speed; 64 MB RAM minimum (128 MB or more recommended); CD-ROM drive or USB memory card; 800 x 600 screen resolution; 250 MB available hard disk space; two -button mouse, Microsoft Internet Explorer version 4 or later; and a serial port (USB to serial port adapter operating at COM1 or COM2 may also be used). The student must have Administrator access to the laptop computer. Note: A laptop computer running Windows Vista operating system CANNOT be used In any class. We offer training classes at locations throughout the U.S. and Canada. We provide fire safety equipment for each student to practice with during the classes. if you have several students to train, you may want to schedule a class at yourfacility to save on student travel expenses. DATES, LOCATIONS AND FEES Call 1-800487-7771 for the dates, locations and cost of training classes. HOW TO ENROLL Pre -enrollment is required. You are registered for a class when we receive your completed Enrollment Form and you receive a confirmation letter from us. Please complete the Enrollment Form on page iv of this directory and fax or mail it to: Ms. Sarah Meyer Siemens Industry, Inc. Education Services Department 950 Deerfield Parkway Buffalo Grove, IL 60089 Phone 1-800-487-7771 Fax (847) 215-4792 Email Sarah.Meyer@siemens.com LODGING AND TRANSPORTATION Students are responsible for their lodging and transportation when attending training at any location. Hotel and travel recommendations are included in the confirmation letters sent to students after enrolling. CONFIRMATION If a confirmation letter is not received three weeks before the class begins, call 1-800-487-7771. CANCELLATION POLICY Students who cancel less than four weeks prior to the first day of class are charged 25% of the tuition and less than two weeks prior to the first day of class are charged 50% of the tuition. The full tuition is charged if students do not cancel their enrollment and do not attend the class. The cancellation fee will be waived if a qualified student attends the class as a substitute. (dote: Siemens reserves the right to cancel classes and assumes no liability for expenses incurred by students due to class cancellation. All students will be notified of class cancellations. TRAINING SOFTWARE Programming software is provided for use during classes. The software is for training use only and will not operate in customer installations. Contact your Siemens Industry representative to purchase a software license and software. Note: No audiolvisuai recording equipment is allowed in the classes. Mike Binkowski Charles Hamby Chris Hanson Steve Kuehn lean Orphee CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIED INSTRUCTOR CERTIFIEDINSTRUCTOR FIS 1114 MXL Ins . 9 tion, Operation and Maintenance (4 days) :• Learn to install, operate, maintain, test, troubleshoot and wire an MXL advanced microprocessor -based fire alarm system. The custom software, Acculink (CSG -M), will be used to transfer customer programs to the MXL Fire Alarm System. Simple changes will be made to installed software. Topic: Basic Corrtrol Unit Devices Course Length:,*Four days el tg by noonorf the last stay. Participants: Persons responsible for engineering, installing or maintaining an MXL system. Prerequisite: Working knowledge of addressable fire alarm systems and IBM computers is assumed. Students must complete web -based training before attending this class: FIS 100 (Fire Detection and Alarm System Basics) and FIS 150 (MXUMXLV Fire Panels and Components). Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for more information. CEUs: 2.7 CEUs III UL.LIVI LICJ IJ LJ LI JG. -1. student proficiency." Jon Gott BSGI FIRE SAFETY CLASSROOM TRAINING I especially liked how real world experiences were brought into the classroom." Robert Genovese Koorsen 0.BE FIS 1124 MXL Voice Installation, Operation and Maintenance (4 days) Learn to install, operate and maintain an MXLV integrated voice evacuation system. A functional description of the system and modules, including single and multiple channel configurations and the various system architectures, will be taught. Hands- on labs allow students to Work with the hardware as well as the Acculink Software (CSG -M) of the MXLV System. Course Length: Four days ending by noon on the last day. Participants: Persons responsible for engineering, installing, maintaining or operating an MXLVoice System. Prerequisites: Successful completion of FIS 1114. Knowledge of Acculink software is helpful. Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for more information. CEUs: 2.7 CEUs M FIRE SAFETY FIS 1134 MXL Adv ped andNetworking (4 days) CLASSROOM TRAINING Learn to setup, modify, test, troubleshootand control an M -NET and X -NET System as well as use the global MKB monitor. Course Length: Four days ending by noon on the last day. Participants: Persons responsible for engineering, installing or maintaining an MXL networked system.. Prerequisite: S Utcessful corp on of FIS, 1114. Knowledge of the Acculink software is strongly recommended. Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for more information. CEUs: 2.7 CELls 'This course was very informative and easy to follow." David Adair Hiller Companies FIRE SAFETY FIS 1144 Acculink MXL Programming Fool (4 days) CLASSROOM TRAINING ?' Learn to design, modify, test and use the MXL Fire System software, Acculink (CSG -M), and how to use the software logic to design an MXL Fire System. Every CSG -M function used for fire systems will be discussed as well as each different type of input and output. "I especially liked that I came to the course with minimal knowledge of programming and now I feel comfortable enough to program any MXL panel. " Raymond Brooks RFI Enterprises, Inc. Note: This class does not teach voice programming functions. These are taught in the MXL Voice IOM (FIS 11 24) class. Course Length: Four days ending by noon on the last day. Participants: Persons responsible for programming an MXL System. Prerequisites: Successful completion of FIS 1114 and execution of a Software License Agreement. Required Equipment: Students must bring a laptop computer to training. Please note that the laptop.should not have the programming software installed. Please refer to page 54 for more information. CEUs: 2.7 CEUs FIS 2114 XLS installation, operation and Maintenance (4 days) Learn to install, operate, maintain, test, troubleshoot and wire an XL5 FireFinder system. The custom software, ZEUS configuration tool, will be used to transfer customer programs to the XLS system. Changes will be made to installed software during the course. Course Length: Four days ending by noon on the last day. Participants: Persons responsible for engineering, installing or maintaining an XLS system. Prerequisite: Working knowledge of addressable fire alarm systems and IBM computers is assumed. Students must complete web -based training before attending this class: FIS 100 (Fire Detection and Alarm System Basics) and FIS 250 (XLSlXLSV Fire Panels and Components). Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for more information. CEUs: 2.7 CEUs FIRE SAFETY CLASSROOM TRAINING "I have tried to understand the XLS before... now I know it comfortably enough to work on it." Scott Clary Firehawk Safety Systems \300 FIRE SAFETY CLASSROOM TRAINING 'The hands-on along with the troubleshooting made you think how the system operated.' John Anderson Honeywell FOS 2124 XLS Voice Installation, Operation and -Maintenance (4 days) Learn to install, operate, maintain and program the XLSV integrated voice -evacuation system. A functional description of the system and modules, including single and multiple channel configurations and the various system architectures, will be discussed. A hands-on lab will allow students to work with the hardware as well as the ZEUS configuration tool of the XLSV System. 1'® aeC voice Sys#em $asis Course Length: Four days ending by noon on the last day. Participants: Persons responsible for engineering, installing or maintaining an XLS System. Prerequisite: Successful completion of FIS 2114 is required. Knowledge of the ZEUS programming tool is helpful. Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for more information. CEUs: 2.7 CEUs M FIRE SAFETY HS 2134 XLS Advanced and Networking orking (4 days) CLASSROOM TRAINING Learn to setup, modify, test, troubleshoot and control an H -NET and X -INET System as well as using the global PMI monitor. Topic: Basic System Operation Gidiai'PiiAls Course Length: Four days ending by noon on the last day. Participants: Persons responsible for engineering, installing or maintaining an XLS networked system. Prerequisites: Successful completion of FIS 2114. Knowledge of the ZEUS programming tool is strongly recommended. Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for more information. CEUs: 2.7 CEUs "it was a great learning experience." Brandon McCain Sylvan Special Systems E: FIRE SAFETY FIS 2144 ZEUS XLS Programming Tool (4 days) CLASSROOM TRAINING Learn how to design, modify, test or otherwise use the XLS custom system softwd're logic configuration tool (ZEUS) and how to use the software logic to design an XLS Fire Alarm System. Every ZEUS function used for fire systems will be discussed as well as each different type of input and output. 'The instructor was jppfa personable and kept the Bastcsystem mood in the class relaxed, 00066tliin but still got all the Tett SXepSao: information across." Fro:.. 'M ming Lagtc Functions Dave Clark Fire, Security & Sound Systems Foroondl Biotic Dia S. 41ie►rkshop ��rerc(Ses ; Note: This class does not teach voice programming functions. Course Length: Four days ending by noon on the last day. Participants: Persons responsible for programming a FireFinder XLS system or for administering the ZEUS programming tool. Prerequisites: Successful completion of FIS 2114 and execution of a Software License Agreement. Required Equipment: Students must bring a laptop computer to training. Please note that the laptop should not have the programming software installed. Please refer to page 54 for more information. CEOs: 2.7 CEUs F15 3113 System 3 Installation, Operation and Maintenance (3 days) Learn to install, operate, maintain, test, troubleshoot and wire a System 3 conventional fire detection system. Each system moduleldevice will be discussed and its operation analyzed. Course Length: Three days ending by 4:30 p.m. on the last day. Participants: Persons responsible for engineering, installing, maintaining or operating a System 3 Fire Detection System. Prerequisite: A working knowledge of fire alarm systems is assumed. CEUs: 2.3 CEUs .mss �G 1 —b3 FIS 4134 NCC -Network Command Center (4days) Learn to monitor and control an MXL, XL -3 or XLS System using the Network Command Center (NCC). Topic: NCC Course Length: Four days ending by noon on the last day. Participants: Persons responsible for engineering, installing or maintaining an NCC System. Prerequisites: Successful completion of FIS 1114 or FIS 2114. CEUs: 2.7 CEUs FIS 5512 FS -250 Installation, Operation and Mal ntenance (2 days) Learn to install, operate, maintain, test, troubleshoot and wire an FS -250 addressable fire alarm control panel. Each system moduleidevice will be discussed and its operation analyzed. How to use FS -CT custom software to transfer customer programs to the FS - 250 and make simple changes to installed software will also be discussed. Course Length: Two days ending by 4:30 p.m. on the last day. Participants: Persons responsible for engineering, installing, maintaining or operating FS -250 panels. Prerequisites: Working knowledge of addressable fire alarm systems, IBM computers and DOS is assumed. Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for computer hardware and software requirements. CEUs: 1.5 CEUs FIRE SAFETY CLASSROOM TRAINING "This course is the hybrid between MXL and XLS overview." Chuck Keating Davis Ulmer "f will be able to immediately apply things from this course." David Adair Hiller Companies ray FIRE SAFETY CLASSROOM TRAINING FIS 6213 Sino x Engineering and Design (3 days) Learn to design a Sinorix 227 System using Siemens Siriorix 227 FlowCalc software. Tonic: Sinorix tutee Sof Ware Project ItAanagerr►enj Course Length: Three days ending by 4:30 p.m. on the last day. Participants: Persons responsible for designing or managing a Sinorix 227 system installation. If you have already attended the FIS 6113 or FIS 6214, you do not need to take this course. The FIS 6213 is very similar to the FIS 6113 and the FIS 6214. Prerequisite: None Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for computer hardware and software requirements. CEUs: 2.7 CEUs "Being able to ask questions that go above and beyond the class to actual systems that I've worked on." Eric Vincent Koorsen Fire & Security e �� FIS 7114 VESDA System Design and Maintenance (4 days) Learn to engineer, design, install, maintain and troubleshoot the VESDA Air Sampling Smoke Detection (ASSD) system. Apphca�ans Coded arld Statrdards Operat dns Hordwat.e. Course Length: Four days ending by noon on the last day. Participants: Persons responsible for engineering, installing or maintaining VESDA air sampling systems. Prerequisite: None Required Equipment: Students must bring a laptop computer to training. Please refer to page 54 for computer hardware and software requirements. CEUs: 2.7 CEOs FIRE SAFETY CLASSROOM TRAINING "Built on my previous hands-on experience." Eric Vincent Koorsen Fire & Security K! FIRE SAFETY SELF -STUDY MATERIALS To access these online courses, tog on to: www .Traini ng Lea ming Centercom These courses can also be ordered in CD format. Please see page 72 for more information. FIS 100 Fire Detection and Alarm System Basics This online training explains the basic concepts of fire detection and alarm systems and is presented in five modules: System Basics, System Inputs, System Outputs, System Configuration and Auxiliary Equipment and Systems. Audience: New fire safety technicians and others who need to understand basic concepts of fire detection and alarm systems. Duration: Approximately 2 hours FIS 150 MXL and MXLV Fire Panels and M Components This online training introduces field devices and components of the MXL and MXLV fire safety systems. The topics include: Fire Alarm System Selection, MXL Fire Alarm System Operation, MXL Field Devices, including Detection Devices, Initiating and Signaling Devices and Accessories, MXL Core System Components, and MXL System Components and Options, including Voice and Network options. Audience: Students must complete this online training before attending the FIS 1114 classroom training. This material is also helpful to anyone who needs to understand the MXL or MXLV Fire Safety Systems. Duration: Approximately 3 hours FIS 250 AS and XLSV Fibs Piaui'els and ffliw Components This online training introduces the field devices and components of the XLS and XLSV Fire Safety Systems. The topics include: Fire Alarm System Selection, XLS Fire Alarm System Operation, XLS Field Devices, including Detection Devices, Initiating and Signaling Devices and Accessories, XLS Core System Components, and XLS System Components and Options, including Voice and Network options. Audience: Students must complete this online training before attending the FIS 2114 classroom training. This material is also helpful to anyone who needs to understand the XLS or XLSV Fire Safety Systems. Duration: Approximately 3 hours K SECURITY SYSTEMS CLASSROOM TRAINING Contact your local Siemens Industry office to schedule training for SiPass access control systems. Refer to pages 8-9 for the phone numbers of local offices. SIPass Administrator Learn how to operate the SiPass access control system. Training duration varies depending on the design of the system. : N.".. Participants: Security system administrators'who need to understand the basic features of the SiPass access control system prior to system tumover. Prerequisite: None a . j Ho Training Options our training course includes labs during which students receive hands-on practice with the Siemens SED2 VFD. If you successfully complete this training course, you will be certified to start up Siemens SED2 VFDs. HOW TO ENROLL We offer training classes at our Buffalo Grove training center (see page 71 for dates). If you have several individuals to train, we can schedule a class in your city. Please contact Teresa Grace -Regan if you want to schedule a class near your office or to enroll at a class at our Buffalo Grove training facility: Ms. Teresa Grace -Regan Siemens Industry, Inc. Building Technologies Division 1000 Deerfield Parkway Buffalo Grove, Illinois 60089 Phone 1-800-487-7771 Fax (847) 215-4792 Email Teresa.Grace-Regan@siemens.com Noel Hipolito John Traber CERiIFIEDINSnWCTOR COMMED INSTRUCTOR LODGING AND TRANSPORTATION Students are responsible for their lodging and transportation when attending training at any location. Hotel and travel recommendations are included in the confirmation letters sent to students after enrolling. CONFIRMATION If a confirmation letter is not received three weeks before the class begins, call 1-800-487-7771. CANCELLATION POLICY Students who cancel less than four weeks prior to the first day of class are charged 25% of the tuition and less than two weeks prior to the first day of class are charged 50% of the tuition. The full tuition is charged if students do not cancel their enrollment and do not attend the class. The cancellation fee will be waived if a qualified student attends the class as a substitute. Note: Siemens reserves the right to cancel classes and assumes no liability for expenses incurred by students due to class cancellation. All students will be notified of class cancellations. Teresa Grace -Regan NATIONAL REGISTRAR H t _.._ .. ..._ ..., ._.._. VFD 304 §E®2 VFD Certification Program (4 days) Learn the startup procedures for the SED2 as well as the requirements for proper installation. The operation of the VFD will be explored and both bypass options will be examined. This training includes an introduction to EasyComm software. When certified graduates of this course commission an SED2, the warranty period is extended from 18 to 24 months. Topic: Installation Startup configurations and Applications Course Length: Four days ending by noon on the fourth day. Participants: Persons who install Siemens SED2 Variable Frequency Drives. Prerequisites: Students must complete three online training modules before attending class: D2 Prqrk Module sics ofADrives — Basics of AC Motors These online training modules are available at www.TrainingLearningCenter.com. CEUs: 2.7 CEUs Price: $1,200 (U.S.) CLASS SCHEDULE START GATE LOCATION VFD 304 SED2 VFD Certlfication Program 4 -day Course -starts on a Tuesday 11130110 Buffalo Grove, IL 02115111 Buffalo Grove, IL 05124111 Buffalo Grove, IL 08123111 Buffalo Grow, IL 11115111 Buffalo Grow, IL HVAC PRODUCTS CLASSROOM TRAINING SELF -STUDY MATERIALS VFD 100 introduction to SED2 Variable Frequency Drives-rm To access this online course, SELF -STUDY MATERIALS :iii This online training explains the features and functionality of the SED2 drive, Tog on to: applications for which it is suited and the principal safety and environmental www.TrainingLeaminSCenter.com. considerations. The topics include: Features and Functions, Installation Environment Considerations, Extended Storage Conditions and Installation Safety. Audience: Students must complete this online training before attending the VFD 304 >; classroom training. y; Duration: Approximately 3 hours �1 l Y k Building Automation Training $299 each Fax to 847-215-4792 or email to teresa.grace-reganOsiemens.com. O APOGEE Insight Basics Version 3.10 CI APOGEE Insight Basics Version 3.1-3.3 CI APOGEE Insight Basics Version 3.4 O APOGEE Insight Basics Version 3.5-3.7 CI APOGEE Scheduler CI APOGEE Feld Panel Operations CI Remote Notification (RENO) CI APOGEE Trending CI APOGEE Reports CI Introduction to Terminal Box TECs CI Introduction to PPCL Programming CD/DVD Training Packages CI Introduction to Distributed Digital Controls Cl Introduction to PXC-Modular Field Panel and TX -110 Wntroduction to the Modular Equipment Controller (workbook included) CI Introduction to the Modular Building Controller (workbook included) O Interpreting Sequences of Operation (workbook included) O Introduction to Open Protocols, BACnet® and LonWorks® Networks Cl Introduction of the Fume Hood & Laboratory Room Controllers CI Basic Operator Package (APOGEE Insight Basics and APOGEE Reports) $445 Cl Trending Package (APOGEE Reports, APOGEE Scheduler and APOGEE Trending) $670 Cl Hardware Package (Introduction to Terminal Box TECs, APOGEE Field Panel Operations and Introduction to the PXC-Modular Field Panel and TX -I10) $670 Fire Safety Training Fax to 847-215-4792 or email to sarah.meyer@siemens.com. CI FIS 100 This training course explains the basic concepts of fire detection and alarm systems. Topics covered include: System Basics, System Inputs, System Outputs, System Configuration and Auxiliary Equipment and Systems. $199 Cl FIS 150 This training course introduces the MXL and MXLV fire alarm systems, field devices and components. Topics covered include: Fire Alarm System Selection, MSL Fire Alarm System Operation, MXL Field Devices, MXL Core System Components and MXL System Operations. $399 Cl FIS 250 This training course introduces the XLS and XLSV fire alarm systems, field devices and components. Topics covered include: Fire Alarm System Selection, XLS Fire Alarm System Operation, XLS Field Devices, XLS Core System Components and XLS System Operations. $399 Purchase Order No. check #/Job # CI VISA CI MC CI AMX Card # security Code Exp. Date Cardholder Name (Please Print) Signature Cardholder's Billing Address ship to Address Attention Siemens Industry, Inc. Building Technologies Division 1000 Deerfield Parkway Buffalo Grove, IL 60089-4513 USA 1-800-487-7771 Siemens Building Technologies, Ltd. 2 Kenview Boulevard Brampton, Ontario L6T 5E4 Canada 905-799-9937 OCopyright 2010 Siemens Industry; Inc. All rights reserved. Printed in the USA. (09110) ;<>... Appendix G. Siemens Customer Voice Siemens Industry, Inc. 11/28/2011 Page 30 Appendix H. Customer Report Card Reporting Criteria Continuous Improvement Toward Outstanding Customer Satisfaction You've previously identified those performance criteria most important to you. These are restated below. Now it's time to let us know how we're doing from your perspective. A = Very Satisfied B = Satisfied C = Neutral D = Unsatisfied F = Very Unsatisfied HVAC Services A B C D F ❑ ❑ ❑ ❑ ❑ A B C D F Automation Services ❑ ❑ ❑ ❑ ❑ ..... Energy Services ❑ ❑ ❑ ❑ ❑ Overall, how satisfied are you currently with Siemens in meeting your organizations needs for service and technical support. Comments: A B C D F ❑ ❑ ❑ ❑ ❑ Your Name Facility Name Date Your open and honest feedback on our performance is important. Please complete this Report Card at your earliest convenience and return it by simply folding the card so that the return Siemens Building Technologies, Inc. address is on the outside. The postage is already included for your convenience. Your confidential comments and evaluation will be used to ensure that we are providing the best possible service at your facility. Siemens Industry, Inc. 11/28/2011 Page 31 1q- «..- Appendix to Maintained Equipment Table and Site Locations POLICE DEPARTMENT — 99 FAIR DRIVE Turbocore Frictionless compressor (2) BAC FXT 160 Cooling Tower Worthington (abandoned chiller) Carrier 50UQ Package Unit Data Air CAW1034 Computer Room Unit Baldor (3).Condenser Water Pumps Baldor (3) Chilled Water Pumps TBA Boiler Various (14) Exhaust Fans LAN Pneumatic Tube System PXM Controller (1) Control Air Compressor & Dryer Various (9) Fan Coil Units Terminal Equipment Controllers (11) Air Handlers (2) Automation Modular Equipment Controller (3) Terminal Equipment Controllers (78) CITY HALL — 77 FAIR DRIVE BAC VXT150C Cooling Tower Turbocore Frictionless compressor (3) Carrier 50HS-042 Package Unit Worthington LKS202942 Reciprocating Chiller (2) Lawson Blower Worthington (18) Air Handlers Various (3) Chilled Water Pumps Various (3) Condenser Water Pumps Control Air Compressor & Dryer Automation PXM Controller (1) Unitary Controllers (10) Terminal Equipment Controllers (11) POLICE SUB STATION — 567 W. EIGHTEENTH STREET Rheem RPNA-048A000 Package Rheem RPNA-06000 Package Rheem Package Unit PRINT SHOP - 77 FAIR DRIVE Carrier 50HS-042 Package Unit Lennox Package Unit Siemens Industry, Inc. 11/28/2011 Page 32 0 COMMUNICATIONS CENTER - 79 FAIR DRIVE Carrier 48GLO36620 Package Unit Carrier 48GH0065 Package Unit Carrier 50YHO24 Package Unit Carrier 48DP012 Package Unit Loren Cook (5) Exhaust Fans NEIGHBORHOOD COMMUNITY CENTER —1845 PARK AVENUE Lennox GCSBE Package Unit Lennox GCSBE Package Unit Lennox GCSBE Package Unit Lennox GCSBE Package Unit Lennox GCS3 Kitchen Package Unit Lennox GCS3 Package Unit Essick Evaporative Cooler/Heater Kitchen Twin City Exhaust Fan Automation Field Level Network Controller (1) Terminal Equipment Controllers (6) HISTORICAL SOCIETY —1870 ANAHEIM STREET Day Night 567CO60 Package Unit Day Night 5277C Package Unit MESA VERDE LIBRARY — 2969 MESA VERDE DRIVE EAST Climatrol URH08300 Package Unit Climatro) URH103007 Package Unit FIRE STATION #1 — 2803 ROYAL PALM DRIVE Janitrol 440363 Condenser Unit Janitrol 440363 Condenser Unit Janitrol 24-100 New Heaters & Evaporative Coil Units Janitrol 24-100 New Heaters & Evaporative Coil Units Carrier 58ZAV075 Gas Heaters Carrier 58ZAV075 Gas Heaters Carrier 58ZAV075 Gas Heaters Carrier 58ZVA075 Gas Heaters Mitsubishi (4) Package Units = (2) Condenser Units & (2) Evaporative Units Whirlpool AEF120 Package Unit Various (3) Exhaust Fans Misc. Wall Furnaces FIRE STATION #2 — 800 BAKER STREET BDP 569bb060 Split Condenser & Evaporative Unit Siemens Industry, Inc. 11/28/2011 Page 33 Is BDP M isc. 396GAWO Split Condenser & Evaporative Unit Wall Furnaces FIRE STATION #3 —1865 PARK AVENUE Carrier 50NQ024 Package Unit Carrier 50NQ024 Package Unit BDP 542037 Package Unit BDP 542D02 Package Unit Greenheck Kitchen Exhaust Fan Illegible Evaporative Cooler Reznors (2) Unit Heaters FIRE STATION #4 — 2300 PLACENTIA AVENUE BDP 559EJ030 Package Unit BDP 569BB060 Package Unit BDP 396AW060 Package Unit FIRE STATION #5 — 2450 VANGUARD WAY Trane FBYC20OG Package Unit Illegible EC Illegible (2) Exhaust Fans FIRE STATION #6 — 2350 SAKIOKA DRIVE Carrier 48DJD006530 Package Unit Carrier 48DJD004510 Package Unit Carrier 48DJE004510 Package Unit Carrier 48DJD00510 Package Unit Various (5) Exhaust Fans NEW CORP YARD — 2310 PLACENTIA AVENUE Lennox HS16-651 Package Unit Lennox GS15Q415X Split Unit Lennox GS15Q314X Heating Unit Balearic Center —1975 BALEARIC DRIVE Hayes 210SED-CF 2 ea 20X24X1 Filters Hayes 210SED-CF 2 ea 20X24X1 Filters Hayes 210SED-CF 4ea 20X24X1 Filters OLD CORP YARD — 2300 PLACENTIA AVENUE Carrier 48GSNO60090301 Package Unit Downtown Recreation Center -1860 ANAHEIM AVENUE Carrier 48HJE012 Package Unit Siemens Industry, Inc. 11/28/2011 Page 34 t 5 Carrier 48HJE006 Package Unit <r Carrier 48HJE008 Package Unit Carrier 48HJE004 Package Unit Cook 150 ACRU 56 Exhaust Fan Cook 150 ACE B 135 C36 Exhaust Fan Cook 150 ACE B 135 C26 3 ea Exhaust Fan Cook GEM GN 340 2 ea Exhaust Fan Cook LITTLE GEM II 2 ea Exhaust Fan Modine 4 ea Make up air units Senior Center Carrier 40AQ018 Package Unit 2 ea Carrier 48DJD004 Package Unit 3 ea Carrier 48DJD005 Package Unit Carrier 48DJD006 Package Unit Carrier 48DJD007 Package Unit Carrier 48DJD008 Package Unit Carrier 48DJO09 Package Unit 2 ea Carrier 48DJO07 Package Unit Carrier 48DJE012 Package Unit Carrier 48DJE014 Package Unit .;.,, Cook Exhaust Fans 8 ea Essick Tri -Temp 175 L Make up air unit Siemens Industry, Inc. 11/28/2011 Page 35 151 Q Appendix J. RFP Exhibit B: BUILDING HVAC MAINTENANCE BID PRICING Siemens Industry, Inc. 11/28/2011 Page 36 BUILDING HVAC MAINTENANCE BID PRICING BUILDING ADDRESS MONTHLY LABOR HOURS* TOTAL MONTHLY COST* ANNUAL COST Balearic Center 1975 Balearic Drive $82.54 $990.46 City Hall 77 Fair Drive $7,284.96 $87,419.50 Communications Center 79 Fair Drive $330.15 $3,961.84 Corporation Yard (Old) 2300 Placentia Avenue $49.52 $ 594.28 Corporation Yard (New) 2310 Placentia Avenue $115.55 $1, 386.64 Downtown Recreation Center 1860 Anaheim Avenue $82.54 $ 990.46 Fire Station #1 2803 Royal Palm Avenue $495.23 $5,942.76 Fire Station #2 800 Baker Street $99.05 $1,188.55 Fire Station #3 1865 Park Avenue $198.09 $2,377.10 Fire Station #4 2300 Placentia Avenue $131.91 $1, 582.90 Fire Station #5 2450 Vanguard $66.03 $792.37 Fire Station #6 2350 Sakioka Drive $330.15 $3,961.84 Historical Society Building 1870 Anaheim $165.08 $1,980.92 Mesa Verde Library 2969 Mesa Verde Drive East $165.08 $1,980.92 Neighborhood Community Center 1845 Park Avenue $2,691.48 $32,297.70 Police Facility 99 Fair Drive $5,885.43 $70,625.20 Police Substation 567 W. 18"' Street $165.08 $ 1, 980.92 Senior Center 695 W. 19"' Street $2,476.15 $29, 713.80 *Per the City's request in completing the above table, annual costs were derived by apportioning the totality of the contract by facility equipment complement. Monthly costs were derived by dividing annual costs by 12. Facilities are not all serviced monthly. As such, hourly derivations based on monthly costs would not be logical. 27 151 Attachment #3 PROFESSIONAL SERVICES AGREEMENT CITY OF COSTA MESA THIS AGREEMENT is made and entered into this _ day of , 20_ ("Effective Date"), by and between the CITY OF COSTA MESA, a municipal corporation ("City"), and a California ("Consultant"). WITNESSETH: A. WHEREAS, City proposes to utilize the services of Consultant as an independent contract to as more fully described in Consultant's Proposal attached as Exhibit "A"; and B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code, Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and D. WHEREAS, no official or employee of City has a financial interest, within the provisions of California Government Code, Sections 1090-1092, in the subject matter of this Agreement. NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows: 1.0. SERVICES PROVIDED BY CONSULTANT 1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal, a copy of which is attached hereto as Exhibit "A" and incorporated herein by this reference. 1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. It is understood that in the exercise of every aspect of its role, within the scope of work, consultant will be representing the City of Costa Mesa, and all of its actions, communications, or other work, during its employment, under this contract is under the direction of the department. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. 1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Clerk or her designee. If the quality of work is not satisfactory, City in its discretion has the right to: 11, 5 (a) Meet with Consultant to review the quality of the work and resolve the matters of concern; (b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or (c) Terminate the Agreement as hereinafter set forth. 1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above-mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement. 1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. 1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement. 1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. 1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement. M 2 PSA 11 2.1. Compensation. As compensation for the provision of services outlined in Exhibit "A" and in accordance with this agreement, Consultant shall be paid in accordance with the fee schedule set forth in Exhibit `B," attached hereto and incorporated by reference. Consultant's total compensation shall not exceed Dollars ($ .00). Consultant shall devote xxx hours of staff time to complete the Project. 2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or in an amount exceeding $ .00 unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable. 2.3. Method of Billing. Consultant may submit invoices to City supervisor for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction as of the date the invoice is created. City shall pay Consultant's invoice within forty- five (45) days from the date City receives said invoice. Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices. 2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date. 3.0. TIME OF PERFORMANCE 3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "C," attached hereto and incorporated herein by this reference. The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement. 3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. 4.0. TERM AND TERMINATION 4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of months ending on , 20_, unless previously terminated as provided i 3 PSA 11 I s � herein or as otherwise agreed to in writing by the parties. Paragraph 4 can simply be modified to provide receiver will secure a separate certificate and funding for any fees awarded... prior to discharge of the receiver for up to four (4) term periods of one (1) year each. 4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. 4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination. Compensation for work in progress shall be prorated as to the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. 4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant. r � Y11.7:�►[y � 5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City: (a) Commercial general liability, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. 4 PSA 11 1 S'�_ (b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence for bodily injury and property damage. (c) Workers' compensation insurance as required by the State of California. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. (d) Professional errors and omissions ("E&O") liability insurance with policy limits of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. If the policy is written as a "claims made" policy, the retro date shall be prior to the start of the contract work. Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder. 5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions: (a) Additional insureds: "The City of Costa Mesa and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant.." (b) Notice: "Said policy shall not terminate, be suspended, or voided, nor shall it be cancelled, nor the coverage or limits reduced, until thirty (30) days after written notice is given to City. (c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Costa Mesa, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Costa Mesa shall be excess and not contributing with the insurance provided by this policy." (d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Costa Mesa, its officers, officials, agents, employees, and volunteers. (e) The Consultant's insurance shall apply separately to each insured against 5 PSA 11 1 5 yA, V whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention. 5.4. Certificates of Insurance: Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. 5.5. Non -limiting: Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property. 6.0. GENERAL PROVISIONS 6.1. Entire Agreement: This Agreement constitutes the entire Agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing, and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement. 6.2. Representatives. The City Manager or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement. Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement. 6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City. 6.4. Notices: Any notices, documents, correspondence or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile or mail and shall be addressed as set forth below. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 48 6 PSA 11 15 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail. IF TO CONSULTANT: IF TO CITY: City of Costa Mesa 77 Fair Drive Costa Mesa, CA 92626 Tel: Tel: 714-754-5156 Fax: Fax: 714-754-5330 Attn: Attn: 6.5. Drug-free Workplace Policy. Consultant shall provide a drug-free workplace by complying with all provisions set forth in City's Council Policy 100-5, attached hereto as Exhibit "D" and incorporated herein by reference. Consultant's failure to conform to the requirements set forth in Council Policy 100-5 shall constitute a material breach of this Agreement and shall be cause for immediate termination of this Agreement by City. 6.6. Attorneys' Fees: In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing. party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof. 6.7. Governing Law: This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. 6.8. Assignment: Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement. 6.9. Indemnification and Hold Harmless Consultant agrees to defend, indemnify, hold free and harmless the City, its elected officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, actions, suits or other legal proceedings brought against the City, its elected officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence or wrongdoing by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, errors, omissions or misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, actiont, 7 PSA 11 1 �v complaint or suit asserts liability against the City, its elected officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect. 6.10. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph. 6.11. PERS Eli ig bility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 6.12. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render �/ 8 PSA 11 4 any reasonable assistance and cooperation which City might require. 6.13. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant. Consultant shall deliver to City any findings, reports, documents, information, data, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. 6.14. Public Records Act Disclosure: Consultant has been advised and is aware that all reports, documents, information and data including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et. seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court. 6.15. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. 6.16. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction. 9 PSA 11 1 �� 6.17. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect. 6.18. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, this Agreement shall govern over the document referenced. 6.19. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein. 6.20. No Third Party BeneficiarRights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement. 6.21. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement. 6.22. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement. 6.23. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement. 6.24. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver. 6.25. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent 10 nsa 11 jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations. 6.26. Counterparts . This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement. 6.27. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written. CITY OF COSTA MESA, A municipal corporation City Manager of Costa Mesa CONSULTANT Signature Name and Title Social Security or Taxpayer ID Number APPROVED AS TO FORM: City Attorney APPROVED AS TO INSURANCE: Date: Date: Date: 11 PSA 11 Risk Management APPROVED AS TO CONTENT: Project Manager Date: Date: 12 PSA 11 10 EXHIBIT A 1 13 PSA 11 Fl:4 a, I I—B 18 .11 FEE SCHEDULE 14 PSA 11 1 6 W14 o I I . O I' � 1 I�•Y�la-X1117111>�I 15 PSA 11 1 G� CITY COUNCIL POLICY 100-5 16 nsa 11 1611 SUBJECT POLICY EFFECTIVE PAGE NUMBER DATE DRUG-FREE WORKPLACE 100-5 8-8-89 1 of 3 BACKGROUND Under the Federal Drug -Free Workplace Act of 1988, passed as part of omnibus drug legislation enacted November 18, 1988, contractors and grantees of Federal funds must certify that they will provide drug-free workplaces. At the present time, the City of Costa Mesa, as a sub -grantee of Federal funds under a variety of programs, is required to abide by this Act. The City Council has expressed its support of the national effort to eradicate drug abuse through the creation of a Substance Abuse Committee, institution of a City-wide D.A.R.E. program in all local schools and other activities in support of a drug-free community. This policy is intended to extend that effort to contractors and grantees of the City of Costa Mesa in the elimination of dangerous drugs in the workplace. PURPOSE It is the purpose of this Policy to: 1. Clearly state the City of Costa Mesa's commitment to a drug-free society. 2. Set forth guidelines to ensure that public, private, and nonprofit organizations receiving funds from the City of Costa Mesa share the commitment to a drug-free workplace. POLICY The City Manager, under direction by the City Council, shall take the necessary steps to see that the following provisions are included in all contracts and agreements entered into by the City of Costa Mesa involving the disbursement of funds. 1. Contractor or Sub -grantee hereby certifies that it will provide a drug-free workplace by: a. Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in Contractor's and/or sub -grantee's workplace, specifically the job site or location included in this contract, and specifying the actions that will be taken against the employees for violation of such prohibition; 17 PSA 11 Ro SUBJECT POLICY EFFECTIVE PAGE NUMBER DATE DRUG-FREE WORKPLACE 100-5 8-8-89 2 of 3 b. Establishing a Drug -Free Awareness Program to inform employees about: 1. The dangers of drug abuse in the workplace; 2. Contractor's and/or sub -grantee's policy of maintaining a drug-free workplace; 3. Any available drug counseling, rehabilitation and employee assistance programs; and 4. The penalties that may be imposed upon employees for drug abuse violations occurring in the workplace; c. Making it a requirement that each employee to be engaged in the performance of the contract be given a copy of the statement required by subparagraph A; d. Notifying the employee in the statement required by subparagraph 1 A that, as a condition of employment under the contract, the employee will: 1. Abide by the terms of the statement; and 2. Notify the employer of any criminal drug statute conviction for a violation occurring in the workplace no later than five (5) days after such conviction; e. Notifying the City of Costa Mesa within ten (10) days after receiving notice under subparagraph 1 D 2 from an employee or otherwise receiving the actual notice of such conviction; f. Taking one of the following actions within thirty (30) days of receiving notice under subparagraph 1 D 2 with respect to an employee who is so convicted: 1. Taking appropriate personnel action against such an employee, up to and including termination; or 2. Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a Federal, State, or local health agency, law enforcement, or other appropriate agency; 18 PSA 11 1A SUBJECT POLICY EFFECTIVE PAGE NUMBER DATE DRUG-FREE WORKPLACE 100-5 8-8-89 3 of 3 g. Making a good faith effort to maintain a drug-free workplace through implementation of subparagraphs 1 A through 1 F, inclusive. 2. Contractor and/or sub -grantee shall be deemed to be in violation of this Policy if the City of Costa Mesa determines that: a. Contractor and/or sub -grantee has made a false certification under paragraph 1 above; b. Contractor and/or sub -grantee has violated the certification by failing to carry out the requirements of subparagraphs 1 A through 1 G above; c. Such number of employees of Contractor and/or sub -grantee have been convicted of violations of criminal drug statutes for violations occurring in the workplace as to indicate that the contractor and/or sub -grantee has failed to make a good faith effort to provide a drug-free workplace. 3. Should any contractor and/or sub -grantee be deemed to be in violation of this Policy pursuant to the provisions of 2 A, B, and C, a suspension, termination or debarment proceeding subject to applicable Federal, State, and local laws shall be conducted. Upon issuance of any final decision under this section requiring debarment of a contractor and/or sub -grantee, the contractor and/or sub -grantee shall be ineligible for award of any contract, agreement or grant from the City of Costa Mesa for a period specified in the decision, not to exceed five (5) years. Upon issuance of any final decision recommending against debarment of the contractor and/or sub -grantee, the contractor and/or sub -grantee shall be eligible for compensation as provided by law. 19 rsa 11 1 y)(a