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HomeMy WebLinkAboutOpening of Proposals - HVAC Preventative Maintenance Plan for VPA - Havel ShambaughHAVEL/SHAMBAUGH South Bend Proposal to Provide Maintenance Services Prepared for City of South Bend Century Center 11/22/2016 SUBMITTED BY: Chad Ladyga HAVEL/SHAMBAUGH South Bend 3210 Sugar Maple Court South Bend, IN 46628 Phone: (574) 520-2427 E-mail: cladyga@shambaugh.com vWCOR 11/22/2016 MAINTENANCE PROPOSAI Nick Gaul Century Center City of South Bend 120 St Joseph St. South Bend, IN 46601 Dear Nick Gaul: HAVEL/SHAMBAUGH South Bend appreciates the opportunity to provide you with our proposal for a best - in -class Maintenance program customized specifically for the HVAC equipment at Century Center. The benefits for City of South Bend from a well -designed and implemented Maintenance program such as the one we are offering often include: Reduction in unplanned down -time Reduction in costly emergency repairs Extension of equipment lives Improved ability to forecast repair & maintenance costs Further, our commitment to documenting equipment condition, status, and service -work allows us to create an operational baseline, which can then be compared to historical data. Over time, and with utilization of more advanced analytics and predictive services, we can even begin to identify and correct problems before major damage can occur. Our program is predicated and driven with this in mind. As you review our proposal, you'll see that it begins with a conceptual overview of the Maintenance Program options, followed by pricing for your facilities. Within the Appendices you will find additional detail including equipment schedules, specific tasking, rate schedules, and other information that you may find useful during your review of our solution. We at HAVEL/SHAMBAUGH South Bend look forward to working with you and your staff in performing this Maintenance program. Should you have any questions or require additional information, please contact me and these adjustments will be made immediately. Sincerely, HAVEL/SHAMBAUGH South Bend Chad Ladyga SALESTITLE € VIGOR 1. OVERVIEW OF MAINTENANCE SOLUTIONS Type 1(PM) I Type 2 (FLA) Planned Maintenance PM+Labor Scheduled inspections for covered I Sometimes referred to as a'Full- equipment consistent with industry standards and mfg's recommendations, including: • Major or Seasonal Inspections • Filter changes, belts, cleaners, lubrication, among others. Documentation of work performed including historical service record maintenance, including combustion efficiency reports, technician recommendations, and refrigerant usage, among others. Labor Agreement, it includes all of our Type 1 (PM) Agreement PLUS. Any additional labor (at NO COST) required for emergency service for covered equipment during normal business hours. NOTE: All additional parts req'd for emergency service/ repair will be invoiced separately (unless supplied by the customer). MAINTENANCE PR©PQSAI Type 3 (FSA) Sometimes referred to as a "Full - Service Agreement, it includes all features of our Type I (PM) Agreement PLUS: Any additional labor (at NO COST) required for emergency service for covered equipment during normal business hours. All maintainable parts for covered equipment (at NO COST). Utilization of a "Full -Service" programs (where EMCOR assumes the Efficient work -order management financial risk forsome or all of unplanned repair costs), reduces via use of "smart" devices. customer risk and enables more accurate budget projections. Included Benefits for all Contract Customers Discounts on published labor rates for any additional repair services. Access to 24x7x365 Emergency service that prioritizes you ahead of our non -program customers. < Free repair quotes and annual support for customer's capital planning process Use of highly -trained technicians who understand your equipment needs Investment in state-of-the-art service equipment and tools to accurately and safely support our services Ongoing assurance that EMCOR is fully -insured, committed to safety, and is in full compliance to all local, state, federal, and relevant regulatory requirements. Additional Considerations- we also offer various enhanced services that we've found to either reduce operating costs, improve function, and/ or extend equipment life, including the below. An additional list can be furnished upon request. ' Vibration Testing/ Analysis Energy Benchmarking Coil Cleaning IR Imaging/ Digital Thermography Energy Assessments Building Controls Maintenance Refrigerant Testing & Management PE Validation (Energy Star) < Retrofit/ Replace Planning Schedule Compliance Set -point Optimization Lighting Retrofits NOTE: The above provides a general overview of each maintenance solution type. For more detailed information, refer to Appendix A (Equipment Schedule and PM Tasking) and the included terms and conditions. 21 �IICOQ 2. PROGRAM PRICING MAINTENANCE PROPOSAL Maintenance Solution Price Select Preferred Program (X) PM & Labor $20,933.92 Full Maintenance $36,134.18 PM Only $7,597.00 x Our fee for the chosen program is payable per Annual in advance, for a period of 2 years and in accordance with the included terms and conditions. In addition, please note the following: Detailed information regarding the scope, included equipment, and specific tasking can be found in Appendix A. If required, additional information will be found in Appendix B (Company Information), and Appendix C (Additional Support Material). This proposal is valid for thirty (30) days. This proposal becomes binding after acceptance by both the Customer and an authorized representative from HAVEL/SHAMBAUGH South Bend. This proposal is the proprietary property of EMCOR Group and its operating companies and is provided for Customer's use only. 3. ADDITIONAL SCOPE/ CLARIFICATIONS Oil, Oil Filters and oil change will be extra if analysis recommend an oil change 4. ACCEPTANCE IN WITNESS WHEREOF, the parties hereto have executed this Agreement, including the Program Option selected in Section 2 (above), as of the date and year written below. Customer: City of South Bend By: Name: Title: Date: Contractor: HAVEL/SHAMBAUGH South Bend By: Name: Title: Date: 31 OvISCOR 5. TERMS AND CONDITIONS (Maintenance Service Agreement) MAINTENANCE PROPOSAL This agreement (the "Agreement") is made this 22 day of November, 2016 between City of South Bend, located at 120 St Joseph St. South Bend, IN 46601(the "Customer"), and HAVEL/SHAMBAUGH South Bend, located at 3210 Sugar Maple Court (the 'Contractor"). 1. SERVICES: 1.1. Contractor will perform the mechanical maintenance services set forth in Appendix Al (Equipment List) and A2 (Tasking), (the "Services"), attached hereto, for Customer at Customers premises, located at Century Center at 120 St Joseph St. South Bend, IN 46601. 12. Contractor will provide the Services at the She for the equipment set forth in Appendix Al (the "Equipment"). 1.3. Contractor will perform the Services for the Equipment pursuant to the provisions of this Agreement, including the provisions set forth in Schedule I. 2. PRICING AND PAYMENT- Customer agrees to pay Contractor pursuant to the provisions of this Agreement, including the provisions set forth in Schedule II, Pricing, Invoicing, and Payment, attached hereto, for the Term (as defined herein). 3. PRELIMINARY WORK AND ADDITIONAL WORK: 3.1. Prior to performing any Services, Contractor will conduct an initial inspection of the Equipment to determine if the Equipment is in good working order and in suitable condition for the Services. If Contractor determines that initial repair, replacement, or other work is required for any Equipment prior to commencement of the Services, such work shall not constitute a Service under this Agreement, and Contractor Will provide Customer with a quotation for such work. If Customer refuses to authorize such work, Contractor may, at its sole option, renegotiate the provisions of this Agreement for such Equipment or terminate this Agreement. 3.2. If Customer requests maintenance, repair, replacement, emergency services, or any other work that Contractor concludes is outside the scope of Services, Customer will pay Contractor the rates and material charges then applicable to such labor and items at such time. 4. SITE ACCESS AND CUSTOMER OBLIGATIONS- Customer agrees too 4.1 provide safe and reasonable access to the Equipment so that Contractor can perform the Services, and to remove any partitions, fixtures, or materials that may impede Contractors ability to perform the Services; 4.2 allow Contractor to start and stop the Equipment as is necessary to perform the Services; 4.3 provide any other assistance as is reasonably necessary so that Contractor can perform the Services; 4.4 use and operate the Equipment in accordance with the manufacturers specifications and directions; 4.5 immediately notify Contractor in the event of any change in the normal use or operation of the Equipment, or any Equipment malfunction; and 4.6 take reasonable safety precautions to protect life and property including, but not limited to, fire watch and/or suppression, in the event of any emergency or system failure during the period of time from when Contractor is first notified of the emergency or failure until such time that Contractor notifies Customer that the emergency has cleared or the system is operational. S. WARRANTY: 5.1. Contractor warrants that (i) the materials provided in performing the Services will be free from defects to the same extent as set forth in the warranty provided by the manufacturer of such materials and (ii) the workmanship provided in performing the Services will be good and of a workman -like standard for sixty (60) days from the date of the Services. 5.2. Contractors warranty in section 5.1. of this article (i) applies only to materials and labor famished by Contractor in performing the Services and III) shall be null and void if Customer subsequently has another contractor provide goods or services that relate to, concern, or otherwise affect the Equipment. 5.3. Contractor promptly shall repair or replace, at its sole option, any defective materials occurring within the applicable warranty period for such item, to the extent of such warranty. If a manufacturers warranty excludes payment to Contractor for labor costs associated with removal, installation, repair, or other like or similar costs to remedy defective materials, Contractor will provide such labor at its own expense during normal working hour for sixty (60) days from the date of the Service, and if Customer requires warranty work at any other time outside normal hours, Customer will pay Contractor the rates then applicable to such labor at such time. Thereafter, Customer will pay Contractor the rates then applicable to such labor at such time. 5.4. Contractor promptly shall repair or replace, at its sole option, any improper workmanship of its Work occurring within the applicable warranty period without cost to Customer. Contractor will provide labor for the performance of this warranty work at its own expense only during normal working hours, and if Customer requires warranty work at any other time, Customer will pay Contractor the rates then applicable to such labor at such time. 5.5. CUSTOMER'S SOLE AND EXCLUSIVE WARRANTY IS THE REPAIR OR REPLACEMENT SET FORTH IN THIS ARTICLE. THERE ARE NO WARRANTIES WHICH EXTEND BEYOND THE DESCRIPTION ON THE FACE HEREOF, INCLUDING, BUT NOT LIMITED TO, THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR ANY OTHER IMPLIED WARRANTIES. CONTRACTOR'S TOTAL LIABILITY UNDER THIS WARRANTY 15 LIMITED TO THE OBLIGATIONS SET FORTH IN THIS ARTICLE. THIS 15 CUSTOMER'S SOLE AND EXCLUSIVE REMEDYAND IT IS IN UEU OF ANY AND ALL OTHER POSSIBLE REMEDIES, DAMAGES, CLAIMS, OR WARRANTIES WHETHER EXPRESS OR IMPLIED. THE DAMAGE LIMITATION SET FORTH IN ARTICLE 7 ALSO SHALL APPLY TO THIS WARRANTY. 6. EXCUSED DELAY: 6.1. Contractor shall not be liable far any delay, or loss or damage arising therefrom, and shall be entitled to additional time for the Services, if the delay is caused by an occurrence beyond the control of contractor, or Contractors subcontractors, suppliers, or vendors, and without fault or negligence of any of them. 6.2. Contractor shall be entitled to additional compensation for any excused delay as set forth in section 6.1 of this article. 6.3. Contractor shall be entitled to additional compensation for any acceleration or compression of the schedule set forth in Schedule I, and for any out of sequence or overtime work, except to the extent caused by Contractors own negligent acts or omissions. 41 ENX OR 7. LIMITATION OF LI BILTrv: MAINTENANCE PROPOSAL 7.1. Under no circumstances, whether arising out of contract, tort (including negligence), strict liability, warranty or otherwise, shall either party be liable to the other for special, indirect, incidental, consequential, exemplary or punitive damages of any nature. 7.2. In no event shall Contractors aggregate liability to Customer for such actual and direct damage exceed an amount, at Contractors sole option, that is equal to (i) the amount of this Agreement, but if the Agreement is multi -year agreement or variable -priced agreement, an amount that is equal to the value of all Services performed in the year of the event giving rise to the claim, or (if) the cost to Contractor to repair or replace the Equipment giving rise to the claim. S. HAZARDOUS MATERIALS: 8.1. Contractor shall not perform any services of any sort that concerns hazardous materials, and shall have no responsibility for accumulation, storage, transportation, or disposal of any hazardous materials or waste generated by Customer or present at the Site. 8.2. Contractor shall not be deemed an "operator" of the Site for purposes of current or pending federal, state, or local laws, rules, or regulations pertaining to hazardous materials. 8.3. In no event shall Contractor be required to sign any manifests related to hazardous materials generated by Customer or present at the Site. 8.4. Customer shall disclose to Contractor in writing and in advance of Contractor performing any Services any known hazardous materials that are present at the Site, including, but not limited to, the location and type of each such hazardous material, so that Contractor can inform and protect its employees from health risks associated with such hazardous materials. 8.5. Contractor shall not be required to perform any Services in any part of the Site where hazardous materials are present or where Contractorsuspects the presence of hazardous materials, and Contractor immediately may stop providing Services in either instance and notify Customer of the circumstance giving rise to the stoppage. Contractors nonperformance of Services due to such actual or potentially unsafe working conditions shall constitute an excused delay. Customer will be responsible for taking any and all actions necessary to correct such condition in accordance with all applicable laws and regulations, and Contractor will resume performance of the Services in the affected area only in the absence of hazardous materials and/or when the affected area has been rendered harmless and safe for Contractors performance of the Services. 8.6. Customer shall defend, indemnify, and hold harmless Contractor from any claims, damages, losses or expenses, including, but not limited to, reasonable attorneys fees, arising out of or resulting from this article. 9. TERM AND TERMINATION: 9.1. The term of this Agreement shall be for a period of a2a year(s), commencing cl/1/2017s and terminating v12/3112018n (the "Term'), unless sooner terminated as provided herein. 9.2. This Agreement automatically shall renew for successive one (1) year terms, commencing on the expiration of the Term, and renewing on each such yearly anniversary thereafter, conditioned upon mutually acceptable provisions, as set forth in section 9.3. of this article. 9.3. The provisions set forth in Schedules 1 and 11 shall apply for the duration of the Term. If the Agreement is not terminated at the end of the Term, the parties will endeavor to reach agreement on mutually acceptable prospective provisions, which will apply to the next yearly successive term. The parties will follow such process for each successive yearly term until the Agreement is terminated. Failure to reach agreement on prospective provisions for any successive yearly term shall render the Agreement terminated, which the parties shall confirm in writing. 9.4. Customer or Contractor may terminate this Agreement (i) for convenience upon sixty (60) days prior written notice to the other party or III) upon thirty (30) days written notice prior to the commencement of any successive yearly term. In the event of either such termination, Customer will pay Contractor for all Services performed through the date of termination and, in addition, in the event of termination for convenience by Customer, all other reasonable costs incurred by Contractor that are associated with such termination. 9.5. Customer may terminate this Agreement for muse, but only upon seven (7) days written notice and, further, upon Contractors failure to commence curative measures in such time and thereafter to proceed to effect such cure. In the event of such termination, Customer will pay Contractor all undisputed amounts due Contractor for all Services performed through to the date of termination. 9.6. Contractor may suspend its performance of Services, without liability of any sort to Customer, if Customer fails to make payment to Contractor within thirty (30) days after the date payment is due. Upon payment, Contractor will recommence performance, and shall be entitled to an extension of time equal to the suspension and all reasonable costs associated with such suspension. 9.7. If, during the Term or successive terms of this Agreement, Customer utilizes an entity other than Contractor to perform any repair, replacement, modification, or other work on any Equipment, Contractor may, at its sole option, renegotiate the provisions of this Agreement for such Equipment or terminate this Agreement. 10. NO ASSIGNMENT- Neither Customer nor Contractor shall assign any of its rights or obligations hereunder without the prior written approval of the other party. 11. CHOICE OF UAW AND JURISDICTION: 11.1. This Agreement shall be governed by, construed, and enforced for all purposes in accordance with the laws of the State where the Services are performed, without giving effect to its conflict of laws provisions. 11.2. Any and all actions arising from, relating to, or concerning the subject matter of this Agreement shall be commenced in the United States Federal Court in the appropriate district of such State or the State court of such State, either of which shall have exclusive jurisdiction over such actions. 11.3. Any such action shall be submitted TO THE COURT ONLY for resolution, WITHOUT TRIALTO A JURY. THE PARTIES HEREBY WAIVE ANY RIGHT TO A JURY TRIAL REGARDING ANY SUCH ACTION. 11.4. Any such action also shall be commenced with one (1) yearfrom the date of the Services giving rise to such claim, with the exception of any action by Contractor for collection of amounts due to it. 51 MAINTENANCE PROPOSAL 11.S. Contractor shall be entitled to all fees and costs, including reasonable attorney's fees, incurred by it in any action to collect amounts due to it from Customer. 12. ENTIRE AGREEMENT- This Agreement sets forth the entire agreement between the parties on the subject matter contained herein, and supercedes and renders null and void any and all prior or contemporaneous oral or written understandings,negotiations, or promises relating to these issues. No agreement modifying this Agreement shall be binding unless made in writing and signed by a duly authorized representative of the party to be bound. SCHEDULE 1 (SERVICES, EQUIPMENT, AND SCHEDULE) SERVICES -Contractor will perform the services described by the specific equipment tasking lists and frequencies included in Appendix A-2. ® EQUIPMENT- Contract will perform the Services for the following Equipment: 6 SCHEDULE FOR SERVICES- Contractor will perform the Services on the following schedule: a OTHER SERVICE TERMS: 1. Contractor will perform the Services during normal working hours, Monday through Friday, from 8 AM to 5PM, unless specified otherwise as follows: 2. Services do not include any labor for or during off -hours, overtime work, stand by time, or emergency services, unless specified otherwise as follows: 3. Contractor will perform the Services using electrical power from the Site. EXCLUSIONS: 1. Services do not include the following: (i) maintenance, repair, or replacement of stationary and/or non -maintainable parts of the Equipment, including, but not limited to, cabinets, enclosures, casings, insulating materials, electrical wiring, structural supports, pressure vessels, tubes, door seals, floor drains, thermometers, gauges, flues, ductwork, grilles, heat transfer tubes and coils, refractories, oil or gas heat exchangers, fan housings, ductwork, and like or similar other non-moving parts; (1i) maintenance, repair, replacement, or other work that is necessitated by (a) circumstances beyond the normal, customary, and anticipated operating environment for the Equipment, including, but not limited to, vandalism, flooding, fire, lightning, roof leaks, or power failure or (b) Customer's improper acts or omissions, including, but not limited to, installation of incompatible equipment, improper operating procedures, and improper or inadequate water treatment or filter service; and (ill) any other goods or services not set forth in the Services that any governmental authority, insurance company, or other entity may require that has the authority to direct Customer to take certain actions concerning the Equipment. 2. Any goods or services for, or concerning, the following items: (i) piping, other than refrigerant piping; (ii) maintenance, repair, replacement, or other work due to damage to Equipment caused by freezing weather or corrosion; (ill) valves; (iv) electrical supply, disconnect switches, circuit breakers, and (vj monitoring/recording devices affixed to Equipment. SCHEDULE 11(PRICING, INVOICING, AND PAYMENT) 4 PRICING- Customer agrees to pay Contractor for the Services in accordance with the following rates and material charges: ADDITIONAL WORK PRICING- For any services not included in the Services and/or that are performed at times other than those specified in Schedule I, will be invoiced to the Customer according to the labor rates and material charges as specified in Appendix A-3. <' INVOICING AND PAYMENT- Customer agrees to pay Contractor in accordance with the following requirements: o Customer also shall pay Contractor, in addition to the pricing set forth above, all excise, sales, use, occupation or other similar taxes imposed on Contractor by any governmental authority or in anyway connected with Contractors performance of its obligations under this Agreement, o Contractor will invoice Customer as follows: o Customers payment on invoices is due net 30 days from date of invoice; and late payment to Contractor shall be subject to simple interest at the rate of one and one-half percent (1%%) per month, not to exceed the maximum amount allowed by applicable law, calculated from the date payment was due until the date payment is received by Contractor. 6 1 - ye MAINTENANCE PROPOSAL APPENDIX A: SCOPE DETAILS Boiler 001 AERCO Century Center 1213112016 Annual M. BMK2.0 S: G-08-0845 Boiler 002 AERCO Century Center 1213112016 Annual M: BMK2.0 S: G-08-0841 Boiler 003 AERCO Century Center 1213112016 Annual M. BMK2.0 S: G-08-0842 Boiler 004 AERCO Century Center 1213112016 Annual M: BMK2.0 S. G-08-0843 Boiler 005 AERCO Century Center 1213112016 Annual M: BMK2.0 S: G-08-0840 Boiler 006 AERCO Century Center 1213112016 Annual M: BMK2.0 S: G-08-0844 71 BOILERS Q Check for proper boiler sequence. ❑ Check piping, connections, valves for leaks. Q Check boiler sections for leaks. Q Check water make-up system. ❑ Check room air intake system. Q Check all boiler safety controls. Q Check all boiler operating controls. Q Check safety relief valves. Q Check low water cut off. Q Check all fuel line systems. Q Check and tighten all electrical connections. Q Check internal and external surfaces as required. Q Check and dean burner assemblies as required. Q Adjust burners for maximum efficiency. Q Inspect water side. And change all gaskets with 12 month kits CENTRIFUGAL CHILLERS ❑ Check evaporator and condenser pressures. Q Inspect oil levels. ❑ Inspect oil filters. ❑ Perform oil analysis. Q Perform oil analysis on each circuit Q Check oil heater operations. Q Leak test chiller with hot water. Q Check condenser tubes. Q Clean condenser tubes as required. Q MEG compressor motor and oil pump motor. Q Check refrigerant level. Q Check main starter and contacts. Q Check wiring and electrical connections. Q Inspect and test all operating controls. ] Inspect and test all safety controls. 1 Review chiller logs and operation. ] Log operating conditions after unit stabilizes. ] Perform all factory recommended tasks. Service purge unit MAINTENANCE PROPOSAL no - Havel An EMCOR Company Company Profile 9007 ,S v % Cenifled ��� Headquarters 7525 DiSalle Boulevard, Ft. Wayne, IN 46825 260-487-7900 www.havelbros.com Branches 3210 Sugar Maple Ct. South Bend IN Indianapolis IN Plainwell MI 574-232-6908 317-872-4242 269-344-9646 Geographic Work Area Indiana, Michigan, and NW Ohio Service and Maintenance Emergency Service: 24-7 / 365 Planned Maintenance Contracts for: HVAC Plumbing Electrical Temperature Controls; DDC and Pneumatic Refrigeration Security, Card Access, CCTV Fire Alarm Inspections Backflow Certification Boiler Inspections and Service Chiller Teardowns and Service Electrical Maintenance and Testing Building Performance Assessments Project Development Repair, Replacement and Retrofit Projects Energy Savings Retrofit Projects Performance Contracting Design/Build Mechanical, Electrical and BAS Life Cycle Replacement Planning Over the Counter Parts Sales Schneider Electric Controls Representative Andover Controls/TAC Barber Colman/Robert Shaw/Siebe/Invensys Johnson Controls, Honeywell Universal Replacement Parts Sales Annual Volume $65 Million Building Automation Systems Schneider Electric Controls Representative SmartStruxure Solutions TAC I/A (Niagara), Continuum Andover Controls Barber Colman, Invensys, Robert Shaw, Siebe Temperature Control Systems Energy Management Systems Security, Card Access, CCTV Lighting and Irrigation Control Fuel Monitoring BACnet, LonWorks, Modbus Systems Integration Trending and Archiving Environmental Conditions Service and Upgrades for All Brands Custom Panel Fabrication Shop LEED/Green Building Solutions Re -Commissioning High Efficiency HVAC Systems "Options" Maintenance Programs System and Off -Site Monitoring Refrigerant Recovery and Conversion Performance Measurement, System Level Metering Indoor Air Quality Analysis Lighting Control and Retrofits Occupancy Sensors for Lighting and HVAC Variable Frequency Drives Turbocor Compressor Sales and Installation Water Conservation Measures Variable Air Volume Conversions Utility Usage and Billing Analysis Renewable Energy Solutions LEED Accredited Professionals SUPERIOR COMPANY -WIDE SAFETY PROGRAM WITH CERTIFIED SAFETY SPECIALISTS Construction - Engineering — Service _ Havel An EMCOR Company Company Story Havel Bros. was formed in 1950, by Bill and Bob Havel, in South Bend, Indiana. Havel's primary focus was the sale of air distribution products such as louvers, dampers, and grilles for commercial and institutional accounts. In 1957, Havel Bros. entered the temperature control business and became a Barber Colman Company representative. Havel Bros. offered pneumatic and electric temperature control and mechanical services, including preventive maintenance, repairs, replacement, retrofit, and emergency service. Havel Bros. also expanded its geographical coverage to serve customers in northeast Indiana and western Michigan by opening offices in Fort Wayne and Kalamazoo. In the late 1950s, Dick Havel joined his brothers in the business. The business flourished and became one of Barber Colman Company's top independent field offices and was widely recognized as a quality contractor in the temperature control industry through the 1960s. In the mid- 1970s, the control industry was beginning to develop and offer direct digital controls (DDC) in addition to the long established pneumatic controls systems. Andover Controls was one of the first manufacturers in the United States to produce a DDC system. Havel Bros., seeing the future of DDC controls, became one of the first facility automation specialists in the country for Andover Controls. Havel Bros. was able to offer its customers more options with two quality, complementary lines of building control products, as well as the air distribution lines and support services. The company also expanded its operations into central Indiana by opening an office in Indianapolis. The 1970s also brought about an organizational change at Havel Bros.: Dick Havel bought the business from his brothers and led the company into the computerized, energy management era of the early- and mid- 1980s. The evolution of DDC controls systems led to new thinking on how temperature control systems could operate buildings. Previously, predominantly pneumatic systems —along with some electronic systems —were widely used to control a building's HVAC equipment. Changes in technology (the development of computers and smart control equipment) allowed buildings to be operated by hybrid systems consisting of a computerized front-end with pneumatic operating devices for valves, dampers, and actuators. This change in technology affected the way in which jobs were installed. Control jobs became less dependent on pneumatic fitters and more reliant on control technicians and electricians who were capable of providing programming of computer devices, automation, graphical design, and wiring. Control systems became closely tied with energy, as America became conscious of rising energy costs. In 1991, Dick Havel sold the company to Shambaugh & Son, a national multi -discipline contractor that began operations in 1926. The building controls, service, and air distribution products that Havel Bros. offered were a great complement to Shambaugh & Son's turn -key, plumbing, mechanical, electrical, and fire protection design -and -build approach. Joining Shambaugh & Son was a natural fit allowing Havel Bros.' service departments to offer preventive maintenance programs to Shambaugh & Son customers after construction. While the temperature control and service divisions within Havel Bros. prospered, the air distribution division proved not to be a good fit and was discontinued in 1997. The Havel Bros. division expanded their operations by adding security card access, CCTV, and energy services to their offerings. National consolidation of contractors around the country became popular in the late 1990s, and Shambaugh & Son, including the Havel Bros. division, was purchased by Comfort Systems USA, a leading consolidator, in 1998. In March 2002, Comfort Systems USA sold Shambaugh & Son —including Havel Bros. —to EMCOR Group, Inc., one of the world's largest mechanical and electrical construction companies. Today, Havel continues to offer its core business segments of building automation systems; integrated energy, mechanical, and electrical repair, replacement, and retrofit; and preventive maintenance services. The goal of Havel is to provide TOTAL BUILDING SOLUTIONS to its customers. HAVEL/SHAMBAUGH South Bend Proposal to Provide Maintenance Services Prepared for City of South Bend Martin Luther King Center 11/22/2016 SUBMITTED BY: Chad Ladyga HAVEL/SHAMBAUGH South Bend 3210 Sugar Maple Court South Bend, IN 46628 Phone: (574) 520-2427 E-mail: cladyga@shambaugh.com unCOR 11/22/2016 Nick Gaul City of South Bend 1522 Linden Ave South Bend, IN 46628 Dear Nick Gaul: MAINTENANCE PROPOSAL Martin Luther King Center HAVEL/SHAMBAUGH South Bend appreciates the opportunity to provide you with our proposal for a best - in -class Maintenance program customized specifically for the HVAC equipment at Martin Luther King Center. The benefits for City of South Bend from a well -designed and implemented Maintenance program such as the one we are offering often include: Reduction in unplanned down -time Reduction in costly emergency repairs Extension of equipment lives Improved ability to forecast repair & maintenance costs Further, our commitment to documenting equipment condition, status, and service -work allows us to create an operational baseline, which can then be compared to historical data. Over time, and with utilization of more advanced analytics and predictive services, we can even begin to identify and correct problems before major damage can occur. Our program is predicated and driven with this in mind. As you review our proposal, you'll see that it begins with a conceptual overview of the Maintenance Program options, followed by pricing for your facilities. Within the Appendices you will find additional detail including equipment schedules, specific tasking, rate schedules, and other information that you may find useful during your review of our solution. We at HAVEL/SHAMBAUGH South Bend look forward to working with you and your staff in performing this Maintenance program. Should you have any questions or require additional information, please contact me and these adjustments will be made immediately. Sincerely, HAVEL/SHAMBAUGH South Bend Chad Ladyga I 'I::COR 1. OVERVIEW OF MAINTENANCE SOLUTIONS Type 1 (PM) I Type 2 (FLA) Planned Maintenance I PM + Labor 6 Scheduled inspections for covered Sometimes referred to as a "Full- equipmentconsistent with Labor Agreement" itincludesall industry standards and mfg's features of our Type 1 (PM) recommendations, including: Agreement PLUS: • Major or Seasonal Inspections Filter changes, belts, cleaners, lubrication, among others. ♦ Documentation of work performed including historical service record maintenance, including combustion efficiency reports, technician recommendations, and refrigerant usage, among others. ♦ Any additional labor (at NO COST) required for emergency service for covered equipment during normal business hours. NOTE. All additional parts req'd for emergency service/ repair will be invoiced separately (unless supplied by the customer). MAINTENANCE PROPOSAI Type 3 (FSA) Sometimes referred to as a "Full - Service Agreement" it includes all features of our Type 1 (PM) Agreement PLUS: ♦ Any additional labor (at NO COST) required for emergency service for covered equipment during normal business hours. ♦ All maintainable parts for covered equipment (at NO COST). Utilization of a "Full -Service" programs (where EMCOR assumes the 4 Efficient work -order management financial risk for some or all of unplanned repair costs), reduces via use of "smart" devices. customer risk and enables more accurate budget projections. Included Benefits for all Contract Customers ♦ Discounts on published labor rates for any additional repair services. ♦ Access to 24x7x365 Emergency service that prioritizes you ahead of our non -program customers. ♦ Free repair quotes and annual support for customer's capital planning process ♦ Use of highly -trained technicians who understand your equipment needs ♦ Investment in state-of-the-art service equipment and tools to accurately and safely support our services ♦ Ongoing assurance that EMCOR is fully -insured, committed to safety, and is in full compliance to all local, state, federal, and relevant regulatory requirements. Additional Considerations- we also offer various enhanced services that we've found to either reduce operating costs, improve function, and/ or extend equipment life, including the below. An additional list can be furnished upon request. ♦ Vibration Testing/ Analysis ♦ Energy Benchmarking rr Coil Cleaning ♦ IR Imaging/ Digital Thermography ♦ Energy Assessments ♦ Building Controls Maintenance ♦ Refrigerant Testing & Management ♦ PE Validation (Energy Star) ♦ Retrofit/ Replace Planning ♦ Schedule Compliance 4 Set -point Optimization G Lighting Retrofits NOTE. The above provides a general overview of each maintenance solution type. For more detailed information, refer to AppendixA (Equipment Schedule and PM Tasking) and the included terms and conditions. 21i . = EMCOR 2. PROGRAM PRICING MAINTENANCE PROPOSAL Maintenance Solution Price Select Preferred Program (X) PM & Labor $4,857.73 Full Maintenance $6,614.76 PM Only $2,S62.94 x Our fee for the chosen program is payable per Annually in advance, for a period of 3 years and in accordance with the included terms and conditions. In addition, please note the following: 4 Detailed information regarding the scope, included equipment, and specific tasking can be found in Appendix A. If required, additional information will be found in Appendix B (Company Information), and Appendix C (Additional Support Material). 4 This proposal is valid for thirty (30) days. This proposal becomes binding after acceptance by both the Customer and an authorized representative from HAVEL/SHAMBAUGH South Bend. This proposal is the proprietary property of EMCOR Group and its operating companies and is provided for Customer's use only. 3. ADDITIONAL SCOPE/ CLARIFICATIONS (MODIFY/ DELETE, AS REQ'D) 4. ACCEPTANCE IN WITNESS WHEREOF, the parties hereto have executed this Agreement, including the Program Option selected in Section 2 (above), as of the date and year written below. Customer: City of South Bend By: Name: Title: Date: Contractor: HAVEL/SHAMBAUGH South Bend By: Name: Title: Date: 31 10RICOR 5. TERMS AND CONDITIONS (Maintenance Service Agreement) MAINTENANCE PROPOSA! This agreement (the "Agreement") is made this 22 day of November, 2016 between City of South Bend, located at 1522 Linden Ave South Bend, IN 46628 (the "Customer'), and HAVEL/SHAMBAUGH South Bend, located 3210 Sugar Maple (the "Contractor"). 1. SERVICES: 1.1. Contractor will perform the mechanical maintenance services set forth in Appendix AS (Equipment List) and A2 (Tasking), (the "Services"), attached hereto, for Customer at Customers premises, located at Martin Luther King Centerat 1522 Linden Ave South Bend, IN 46628. 1.2. Contractor will provide the Services at the Site for the equipment set forth in Appendix Al (the "Equipment"). 1.3. Contractor will perform the Services for the Equipment pursuant to the provisions of this Agreement, including the provisions set forth in Schedule I. 2. PRICING AND PAYMENT. Customer agrees to pay Contractor pursuant to the provisions of this Agreement, including the provisions set forth in Schedule II, Pricing, Invoicing, and Payment, attached hereto, forthe Term (as defined herein). 3. PRELIMINARY WORK AND ADDITIONAL WORK: 3.1. Prior toperforming any Services, Contractor will conduct an initial inspection of the Equipment to determine if the Equipment is in good working order and in suitable condition for the Services. If Contractor determines that initial repair, replacement, or other work is required for any Equipment prior to commencement of the Services, such work shall not constitute a Service under this Agreement, and Contractor will provide Customer with a quotation for such work. If Customer refuses to authorize such work, Contractor may, at its sole option, renegotiate the provisions of this Agreement for such Equipment or terminate this Agreement. 3.2. If Customer requests maintenance, repair, replacement, emergency services, or any other work that Contractor concludes is outside the scope of Services, Customer will pay Contractor the rates and material charges then applicable to such labor and items at such time. 4. SITE ACCESS AND CUSTOMER OBLIGATIONS- Customer agrees to: 4.1 provide safe and reasonable access to the Equipment so that Contractor can perform the Services, and to remove any partitions, fixtures, or materials that may impede Contractor's ability to perform the Services; 4.2 allow Contractor to start and stop the Equipment as is necessary to perform the Services; 4.3 provide any other assistance as is reasonably necessary so that Contractor can perform the Services; 4.4 use and operate the Equipment in accordance with the manufacturers specifications and directions; 4.5 immediately notify Contractor in the event of any change in the normal use or operation of the Equipment, or any Equipment malfunction; and 4.6 take reasonable safety precautions to protect life and property including, but not limited to, fire watch and/or suppression, in the event of any emergency or system failure during the period of time from when Contractor is first notified of the emergency or failure until such time that Contractor notifies Customer that the emergency has cleared or the system is operational. 5. WARRANTY: 5.1. Contractor warrants that (i) the materials provided in performing the Services will be free from defects to the same extent as set forth in the warranty provided by the manufacturer of such materials and (ii) the workmanship provided in performing the Services will be good and of a workman -like standard for sixty (60) days from the date of the Services. 5.2. Contractor's warranty in section 5.1. of this article (i) applies only to materials and labor furnished by Contractor in performing the Services and (ii) shall be null and void if Customer subsequently has another contractor provide goods or services that relate to, concern, or otherwise affect the Equipment. 5.3. Contractor promptly shall repair or replace, at its sole option, any defective materials occurring within the applicable warranty period for such item, to the extent of such warranty. If a manufacturer's warranty excludes payment to Contractor for labor costs associated with removal, installation, repair, or other like or similar costs to remedy defective materials, Contractor will provide such labor at its own expense during normal working hours for sixty (60) days from the date of the Service, and if Customer requires warranty work at any other time outside normal hours, Customer will pay Contractor the rates then applicable to such labor at such time. Thereafter, Customer will pay Contractor the rates then applicable to such labor at such time. 5.4. Contractor promptly sha II repair or replace, at its sole option, any improper workmanship of its Work occurring within the applicable warranty period without cost to Customer. Contractor will provide labor for the performance of this warranty work at its own expense only during normal working hours, and if Customer requires warranty work at any other time, Customer will pay Contractor the rates then applicable to such labor at such time. S.S. CUSTOMER'S SOLE AND EXCLUSIVE WARRANTY IS THE REPAIR OR REPLACEMENT SET FORTH IN THIS ARTICLE. THERE ARE NO WARRANTIES WHICH EXTEND BEYOND THE DESCRIPTION ON THE FACE HEREOF, INCLUDING, BUT NOT LIMITED TO, THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR ANY OTHER IMPLIED WARRANTIES. CONTRACTOR'S TOTAL LIABILITY UNDER THIS WARRANTY IS LIMITED TO THE OBLIGATIONS SET FORTH IN THIS ARTICLE, THIS IS CUSTOMER'S SOLE AND EXCLUSIVE REMEDY AND IT IS IN LIEU OF ANY AND ALL OTHER POSSIBLE REMEDIES, DAMAGES, CLAIMS, OR WARRANTIES WHETHER EXPRESS OR IMPLIED. THE DAMAGE LIMITATION SET FORTH IN ARTICLE 7ALSO SHALL APPLY TO THIS WARRANTY. 6. EXCUSED DELAY: 6.1. Contractor shall not be liable for any delay, or loss or damage arising therefrom, and shall be entitled to additional time for the Services, if the delay is caused by an occurrence beyond the control of Contractor, or Contractor's subcontractors, suppliers, or vendors, and without fault or negligence of any of them. 6.2. Contractor shall be entitled to additional compensation for any excused delay as set forth in section 6.1 of this article. 6.3. Contractor shall be entitled to additional compensation for any acceleration or compression of the schedule set forth in Schedule I, and for any out of sequence or overtime work, except to the extent caused by Contractor's own negligent acts or omissions. ENICOR 7. LIMITATION OF LIABILITY: MAINTENANCE PROPOSAL 7.1. Under no circumstances, whether arising out of contract, tort (including negligence), strict liability, warranty or otherwise, shall either party be liable to the other for special, indirect, incidental, consequential, exemplary or punitive damages of any nature. 7.2. In no event shall Contractor's aggregate liability to Customer for such actual and direct damage exceed an amount, at Contractor's sole option, that is equal to (i) the amount of this Agreement, but if the Agreement is multi -year agreement or variable -priced agreement, an amount that is equal to the value of all Services performed in the year of the event giving rise to the claim, or (ii) the cost to Contractor to repair or replace the Equipment giving rise to the claim. 8. HAZARDOUS MATERIALS: 8.1. Contractor shall not perform any services of any sort that concerns hazardous materials, and shall have no responsibility for accumulation, storage, transportation, or disposal of any hazardous materials or waste generated by Customer or present at the Site. 8.2. Contractor shall not be deemed an "operator' of the Site for purposes of current or pending federal, state, or local laws, rules, or regulations pertaining to hazardous materials. 8.3. In no event shall Contractor be required to sign any manifests related to hazardous materials generated by Customer or present at the Site. 8.4. Customer shall disclose to Contractor in writing and in advance of Contractor performing any Services any known hazardous materials that are present at the Site, including, but not limited to, the location and type of each such hazardous material, so that Contractor can inform and protect its employees from health risks associated with such hazardous materials. 8.5. Contractor shall not be required to perform any Services in any part of the Site where hazardous materials are present or where Contractor suspects the presence of hazardous materials, and Contractor immediately may stop providing Services in either instance and notify Customer of the circumstance giving rise to the stoppage. Contractor's nonperformance of Services due to such actual or potentially unsafe working conditions shall constitute an excused delay. Customer will be responsible for taking any and all actions necessary to correct such condition in accordance with all applicable laws and regulations, and Contractor will resume performance of the Services in the affected area only in the absence of hazardous materials and/or when the affected area has been rendered harmless and safe for Contractor's performance of the Services. 8.6. Customer shall defend, indemnify, and hold harmless Contractor from any claims, damages, losses or expenses, including, but not limited to, reasonable attorneys fees, arising out of or resulting from this article. 9. TERM AND TERMINATION: 9.1. The term of this Agreement shall be for a period of v2v year(s), commencing v1/1/2017» and terminating e1Z/31/2018n (the "Term"), unless sooner terminated as provided herein. 9.2. This Agreement automatically shall renew for successive one (1)year terms, commencing on the expiration of the Term, and renewing on each such yearly anniversary thereafter, conditioned upon mutually acceptable provisions, as set forth in section 9.3. of this article. 9.3. The provisions set forth in Schedules I and II shall apply for the duration of the Term. If the Agreement is not terminated at the end of the Term, the parties will endeavor to reach agreement on mutually acceptable prospective provisions, which will apply to the next yearly successive term. The parties will follow such process for each successive yearly term until the Agreement is terminated. Failure to reach agreement on prospective provisions for any successive yearly term shall render the Agreement terminated, which the parties shall confirm in writing. 9.4. Customer or Contractor may terminate this Agreement (i) for convenience upon sixty (60) days prior written notice to the other party or (ii) upon thirty (30) days written notice prior to the commencement of any successive yearly term. In the event of either such termination, Customer will pay Contractor for all Services performed through the date of termination and, in addition, in the event of termination for convenience by Customer, all other reasonable costs incurred by Contractor that are associated with such termination. 9.5. Customer may terminate this Agreement for cause, but only upon seven (7) days written notice and, further, upon Contractors failure to commence curative measures in such time and thereafter to proceed to effect such cure. In the event of such termination, Customer will pay Contractor all undisputed amounts due Contractor for all Services performed through to the date of termination. 9.6. Contractor may suspend its performance of Services, without liability of any sort to Customer, if Customer fails to make payment to Contractor within thirty (30) days after the date payment is due. Upon payment, Contractor will recommence performance, and shall be entitled to an extension of time equal to the suspension and all reasonable costs associated with such suspension. 9.7. If, during the Term or successive terms of this Agreement, Customer utilizes an entity other than Contractor to perform any repair, replacement, modifiication, or other work on any Equipment, Contractor may, at its sole option, renegotiate the provisions of this Agreement for such Equipment or terminate this Agreement. 10. NO ASSIGNMENT- Neither Customer nor Contractor shall assign any of its rights or obligations hereunder without the prior written approval of the other party. 11. CHOICE OF LAW AND JURISDICTION: 11.1. This Agreement shall be governed by, construed, and enforced for all purposes in accordance with the laws of the State where the Services are performed, without giving effect to its conflict of laws provisions. 11.2. Any and all actions arising from, relating to, or concerning the subject matter of this Agreement shall be commenced in the United States Federal Court in the appropriate district of such State or the State court of such State, either of which shall have exclusive jurisdiction over such actions. 11.3. Any such action shall be submitted TO THE COURT ONLY for resolution, WITHOUT TRIAL TO A JURY. THE PARTIES HEREBY WAIVE ANY RIGHT TO A JURY TRIAL REGARDING ANY SUCH ACTION. 11.4. Any such action also shall be commenced with one (1) year from the date of the Services giving rise to such claim, with the exception of any action by Contractor for collection of amounts due to it. 5 1 P a gi ,. uiICOR MAINTENANGE PROPOSAL 11.5. Contractor shall be entitled to all fees and costs, including reasonable attorneys fees, incurred by it in any action to collect amounts due to it from Customer. 12. ENTIRE AGREEMENT- This Agreement sets forth the entire agreement between the parties on the subject matter contained herein, and supercedes and renders null and void any and all prior or contemporaneous oral or written understandings, negotiations, or promises relating to these issues. No agreement modifying this Agreement shall be binding unless made in writing and signed by a duly authorized representative of the party to be bound. SCHEDULE I (SERVICES, EQUIPMENT, AND SERVICES -Contractor will perform the services described by the specific equipment tasking lists and frequencies included in Appendix A-2. EQUIPMENT- Contract will perform the Services forth e following Equipment: SCHEDULE FOR SERVICES- Contractor will perform the Services on the following schedule: OTHER SERVICE TERMS: 1. Contractor will perform the Services during normal working hours, Monday through Friday, from 8 AM to 5PM, unless specified otherwise as follows: 2. Services do not include any labor for or during off -hours, overtime work, stand by time, or emergency services, unless specified otherwise as follows: 3. Contractor will perform the Services using electrical power from the Site. G EXCLUSIONS: 1. Services do not include the following: (i) maintenance, repair, or replacement of stationary and/or non -maintainable parts of the Equipment, including, but not limited to, cabinets, enclosures, casings, insulating materials, electrical wiring, structural supports, pressure vessels, tubes, door seals, floor drains, thermometers, gauges, flues, ductwork, grilles, heat transfer tubes and coils, refractories, oil or gas heat exchangers, fan housings, ductwork, and like or similar other non-moving parts; (ii) maintenance, repair, replacement, or other work that is necessitated by (a) circumstances beyond the normal, customary, and anticipated operating environment for the Equipment, including, but not limited to, vandalism, flooding, fire, lightning, roof leaks, or power failure or (b) Customer's improper acts or omissions, including, but not limited to, installation of incompatible equipment, improper operating procedures, and improper or inadequate water treatment or filter service; and (iii) any other goods or services not set forth in the Services that any governmental authority, insurance company, or other entity may require that has the authority to direct Customer to take certain actions concerning the Equipment. 2. Any goods or services for, or concerning, the following items: (1) piping, other than refrigerant piping; (ii) maintenance, repair, replacement, or other work due to damage to Equipment caused by freezing weather or corrosion; (iii) valves; (iv) electrical supply, disconnect switches, circuit breakers; and (v) monitoring/recording devices affixed to Equipment. SCHEDULE II (PRICING, INVOICING, AND PRICING- Customer agrees to pay Contractor for the Services in accordance with the following rates and material charges: Q ADDITIONAL WORK PRICING- For any services not included in the Services and/or that are performed at times other than those specified in Schedule I, will be invoiced to the Customer according to the labor rates and material charges as specified in Appendix A-3. INVOICING AND PAYMENT -Customer agrees to pay Contractor in accordance with the following requirements: o Customer also shall pay Contractor, in addition to the pricing set forth above, all excise, sales, use, occupation or other similar taxes imposed on Contractor by any governmental authority or in any way connected with Contractor's performance of its obligations under this Agreement; o Contractor will invoice Customer as follows: o Customers payment on invoices is due net 30 days from date of invoice; and late payment to Contractor shall be subject to simple interest at the rate of one and one-half percent (1Y %) per month, not to exceed the maximum amount allowed by applicable law, calculated from the date payment was due until the date payment is received by Contractor. 61 1, APPENDIX A: SCOPE DETAILS 2 Indirect Gas Fired Heating DX Cooling Hot Gas Reheat Energy Recovery Wheel Trane Horizon Martin Luther King Gym New M: Series OAGD210D3 BOILERS Check for proper boiler sequence. Q Check piping, connections, valves for leaks. Q Check boiler sections for leaks. ❑ Check water make-up system. Ll Check room air intake system. ] Check all boiler safety controls. Q Check all boiler operating controls. ] Check safety relief valves. Check low water cut off. ] Check all fuel line systems. :1 Check and tighten all electrical connections. ] Check internal and external surfaces as required. Check and clean burner assemblies as required. Adjust burners for maximum efficiency. Inspect waterside. MAINTENANCE PROPOSAI 71 HAVEL/SHAMBAUGH South Bend Proposal to Provide Maintenance Services Prepared for City of South Bend Four Winds Field 11/22/2016 SUBMITTED BY Chad Ladyga H"EL/SHAMBAUGH South Bend 3210 Sugar Maple Court South Bend, IN 46628 Phone: (574) 520-2427 E-mail: cladyga@shambaugh.com - uVICOR 11/22/2016 MAINTENANCE PROPOSAI Nick Gaul Four Winds Field City of South Bend 501 South St South Bend, IN 46601 Dear Nick Gaul: HAVEL/SHAMBAUGH South Bend appreciates the opportunity to provide you with our proposal for a best - in -class Maintenance program customized specifically for the HVAC equipment at Four Winds Field. The benefits for City of South Bend from a well -designed and implemented Maintenance program such as the one we are offering often include: Reduction in unplanned down -time Reduction in costly emergency repairs Extension of equipment lives Improved ability to forecast repair & maintenance costs Further, our commitment to documenting equipment condition, status, and service -work allows us to create an operational baseline, which can then be compared to historical data. Over time, and with utilization of more advanced analytics and predictive services, we can even begin to identify and correct problems before major damage can occur. Our program is predicated and driven with this in mind. As you review our proposal, you'll see that it begins with a conceptual overview of the Maintenance Program options, followed by pricing for your facilities. Within the Appendices you will find additional detail including equipment schedules, specific tasking, rate schedules, and other information that you may find useful during your review of our solution. We at HAVEL/SHAMBAUGH South Bend look forward to working with you and your staff in performing this Maintenance program. Should you have any questions or require additional information, please contact me and these adjustments will be made immediately. Sincerely, HAVEL/SHAMBAUGH South Bend Chad Ladyga SALESTITLE u�nvR PROPOSAL 1. OVERVIEW OF MAINTENANCE SOLUTIONS Type 1(PM) I Type 2 (FLA) Planned Maintenance PM + Labor < Scheduled inspections for covered I Sometimes referred to as a "Full - equipment consistent with industry standards and mfg's recommendations, including: • Major or Seasonal Inspections • Filter changes, belts, cleaners, lubrication, among others. Documentation of work performed including historical service record maintenance, including combustion efficiency reports, technician recommendations, and refrigerant usage, among others. Labor Agreement'; it includes all features of our Type 1 (PM) Agreement PLUS: Any additional labor (at NO COST) required for emergency service for covered equipment during normal business hours. NOTE: All additional parts req'd for emergency service/repair will be invoiced separately (unless supplied by the customer). Type 3 (FSA) Sometimes referred to as a "Full - Service Agreement", it includes all features of our Type 1 (PM) Agreement PLUS: Any additional labor (at NO COST) required for emergency service for covered equipment during normal business hours. All maintainable parts for covered equipment (at NO COST). Utilization of a "Full -Service" programs (where EMCOR assumes the Efficient work -order management financial risk forsome or all of unplanned repair costs), reduces via use off "smart" devices. customer risk and enables more accurate budget projections. Included Benefits for all Contract Customers Discounts on published labor rates for any additional repair services. Access to 24x7x365 Emergency service that prioritizes you ahead of our non -program customers. Free repair quotes and annual support for customer's capital planning process Use of highly -trained technicians who understand your equipment needs Investment in state-of-the-art service equipment and tools to accurately and safely support our services Ongoing assurance that EMCOR is fully -insured, committed to safety, and is in full compliance to all local, state, federal, and relevant regulatory requirements. Additional Considerations- we also offer various enhanced services that we've found to either reduce operating costs, improve function, and/ or extend equipment life, including the below. An additional list can be furnished upon request. ' Vibration Testing/ Analysis Energy Benchmarking Coil Cleaning IR Imaging/ Digital Thermography Energy Assessments Building Controls Maintenance Refrigerant Testing & Management PE Validation (Energy Star) Retrofit/ Replace Planning 11 Schedule Compliance Set -point Optimization Lighting Retrofits NOTE: The above provides a general overview of each maintenance solution type. For more detailed information, refer to Appendix A (Equipment Schedule and PM Tasking) and the included terms and conditions. 2) JIVAKOR 2. PROGRAM PRICING MAINTENANCE PROPOSAL Maintenance Solution Price Select Preferred Program (X) PM & Labor $18,053.09 Full Maintenance $30,512.15 PM Only $7,200.00 X Our fee for the chosen program is payable per Annually in advance, for a period of 2 years and in accordance with the included terms and conditions. In addition, please note the following: Detailed information regarding the scope, included equipment, and specific tasking can be found in Appendix A. If required, additional information will be found in Appendix B (Company Information), and Appendix C (Additional Support Material). This proposal is valid for thirty (30) days. This proposal becomes binding after acceptance by both the Customer and an authorized representative from HAVEL/SHAMBAUGH South Bend. This proposal is the proprietary property of EMCOR Group and its operating companies and is provided for Customer's use only. 3. ADDITIONAL SCOPE/ CLARIFICATIONS In South Bend Havel has 15+Service Technicians/State Wide 60+/World wide 3000+ Havel South Bend has had a program with for the (Cove) four Winds Field since 1990 (Constant no breaks) Brian Riddle has been an experienced tech with Havel for the last 8 years and has maintained the equipment at Four Winds Field during that period. 4. ACCEPTANCE IN WITNESS WHEREOF, the parties hereto have executed this Agreement, including the Program Option selected in Section 2 (above), as of the date and year written below. Customer: Contractor: City of South Bend HAVEL/SHAMBAUGH South Bend By: By: Name: Name: Title: Title: Date: Date: 31 . € ICOR 5. TERMS AND CONDITIONS (Maintenance Service Agreement) MAINTENANCE PROPOSAL This agreement (the 'Agreement) is made this 22 day of November, 2016 between City of South Bend, located at 501 South St South Bend, IN 46601(the "Customer-), and HAVEL/SHAMBAUGH South Bend, located at 3210 Sugar Maple (the "Contractor). 1. SERVICES: 1.1. Contractorwill perform the mechanical maintenance services set forth in Appendix Al (Equipment Ust) and A2 (Tasking), (the 'Services"), attached hereto, for Customer at Customers premises, located at Four Winds Field at 501 South St South Bend, IN 46601. 1.2. Contractor will provide the Services at the Site for the equipment set forth in Appendix Al (the'Equipmene'), 1.3. Contractor will perform the Services for the Equipment pursuant to the provisions of this Agreement, including the provisions set forth in Schedule I. 2. PRICING AND PAYMENT- Customer agrees to pay Contractor pursuant to the provisions of this Agreement, including the provisions set forth in Schedule 11, Pricing, Invoicing, and Payment, attached hereto, for the Term (as defined herein). 3. PRELIMINARY WORK AND ADDITIONAL WORK: 3.1. Prior to performing any Services, Contractor will conduct an initial inspection of the Equipment to determine if the Equipment is in good working order and in suitable condition for the Services. If Contractor determines that initial repair, replacement, or other work is required for any Equipment prior to commencement of the Services, such work shall not constitute a Service under this Agreement, and Contractor will provide Customer with a quotation for such work. If Customer refuses to authorize such work Contractor may, at its sole option, renegotiate the provisions of this Agreement for such Equipment or terminate this Agreement. 3.2. If Customer requests maintenance, repair, replacement, emergency services, or any other work that Contractor concludes is outside the scope of Services, Customer will pay Contractor the rates and material charges then applicable to such labor and items at such time. 4. SITE ACCESS AND CUSTOMER OBLIGATIONS- Customer agrees to: 4.1 provide safe and reasonable access to the Equipment so that Contractor can perform the Services, and to remove any partitions, fixtures, or materials that may impede Contractors ability to perform the Services; 4.2 allow Contractor to start and stop the Equipment as is necessary to perform the Services; 4.3 provide any other assistance as is reasonably necessary so that Contractor can perform the Services; 4.4 use and operate the Equipment in accordance with the manufacturers specifications and directions; 4.5 immediately notify Contractor in the event of any change in the normal use or operation of the Equipment, or any Equipment malfunction; and 4.6 take reasonable safety precautions to protect life and properly including, but not limited to, fire watch and/or suppression, in the event of any emergency or system failure during the period of time from when Contractor is first notified of the emergency or failure until such time that Contractor notifies Customer that the emergency has cleared or the system is operational. S. WARRANTY: SA. Contractor warrants that (1) the materials provided in performing the Services will be free from defects to the same extent as set forth in the warranty provided by the manufacturer of such materials and (5) the workmanship provided in performing the Services will be good and of a workman -like standard for sixty (60) days from the date of the Services. 5.2. Contractors warranty in section 5.1. of this article (I) applies only to materials and labor furnished by Contractor in performing the Services and (ii) shall be null and void if Customer subsequently has another contractor provide goods or services that relate to, concern, or otherwise affect the Equipment. 5.3. Contractor promptly shall repair or replace, at its sole option, any defective materials occurring within the applicable waramy period for such item, to the extent of such warranty. If a manufacturers warranty excludes payment to Contractorfor labor costs associated with removal, installation, repair, or other like or similar costs to remedy defective materials. Contractor will provide such labor at its own expense during normal working hours for sixty (60) days from the date of the Service, and if Customer requires warranty work at any other time outside normal hours, Customer will pay Contractor the rates then applicable to such labor at such time. Thereafter, Customer will pay Contractor the rates then applicable to such labor at such time. 5.4. Contractor promptly shall repair or replace, at its sole option, any improper workmanship of its Work occurring within the applicable warranty period without cost to Customer. Contractor will provide laborforthe performance of this warranty work at its own expense only during normal working hours, and if Customer requires warranty work at any other time, Customer will pay Contractor the rates then applicable to such labor at such time. 5.5. CUSTOMER'S SOLE AND EXCLUSIVE WARRANTY IS THE REPAIR OR REPLACEMENT SET FORTH IN THIS ARTICLE. THERE ARE NO WARRANTIES WHICH EXTEND BEYOND THE DESCRIPTION ON THE FACE HEREOF, INCLUDING, BUT NOT LIMITED TO, THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR ANY OTHER IMPLIED WARRANTIES. CONTRACTOR'S TOTAL LIABILITY UNDER THIS WARRANTY 15 LIMITED TO THE OBLIGATIONS SET FORTH IN THIS ARTICLE. THIS IS CUSTOMER'S SOLE AND EXCLUSIVE REMEDY AND IT IS IN LIEU OF ANY AND ALL OTHER POSSIBLE REMEDIES, DAMAGES, CLAIMS, OR WARRANTIES WHETHER EXPRESS OR IMPLIED. THE DAMAGE LIMITATION SET FORTH IN ARTICLE 7 ALSO SHALL APPLY TO THIS WARRANTY. 6. EXCUSED DELAY: 6.1. Contractor shall not be liable for any delay, or loss or damage arising therefrom, and shall be entitled to additional time for the Services, ifthe delay is caused by an occurrence beyond the control of Contractor, or Contractors subcontractors, suppliers, or vendors, and without fault or negligence of any of them. 6.2. Contractor shall be entitled to additional compensation for any excused delay as set forth in section 6.1 of this article. 6.3. Contractor shal I be entitled to additional compensation for any acceleration or compression of the schedule set forth in Schedule I, and for any out of sequence or overtime work except to the extent caused by Contractors own negligent acts or omissions. 4l n.e [qE - €MCOR 7. LIMITATION OF t1ARIUTV- MAINTENANCE PROPOSAL 7.1. Under no circumstances, whether arising out of contract, tort (including negligence), strict liability, warranty or otherwise, shall either party be liable to the other for special, indirect, incidental, consequential, exemplary or punitive damages of any nature. 7.2. In no event shall Contractors aggregate liability to Customer for such actual and direct damage exceed an amount, at Contractors sole option, that is equal to (i) the amount of this Agreement, but 0 the Agreement is multi -year agreement or variable -priced agreement, an amount that is equal to the value of all Services performed in the year of the event giving rise to the claim, or (ii) the cost to Contractor to repair or replace the Equipment giving rise to the claim. 8. HAZARDOUS MATERIALS: 8.1. Contractor shall nut perform any services of any sort that concerns hazardous materials, and shall have no responsibility for accumulation, storage, transportation, or disposal of any hazardous materials or waste generated by Customer or present at the Site. 9.2. Contractor shall not be deemed an 'operator' of the Site for purposes of current or pending federal, state, or local laws, rules, or regulations pertaining to hazardous materials. 8.3. In no event shall Contractor be required to sign any manifests related to hazardous materials generated by Customer or present at the Site. 8.4. Customer shall disclose to Contractor in writing and in advance of Contractor performing any Services any known hazardous materials that are present at the Site, including, but not limited to, the location and type of each such hazardous material, so that Contractor can inform and protect its employees from health risks associated with such hazardous materials. 8.5. Contractor shall not be required to perform any Services in any part of the Site where hazardous materials are present or where Contractor suspects the presence of hazardous materials, and Contractor immediately may stop providing Services in either instance and notify Customer of the circumstance giving rise to the stoppage. Contractors nonperformance of Services due to such actual or potentially unsafe working conditions shall constitute an excused delay. Customer will be responsible for taking any and all actions necessary to correct such condition in accordance with all applicable laws and regulations, and Contractor will resume performance of the Services in the affected area only in the absence of hazardous materials and/or when the affected area has been rendered harmless and safe for Contractors performance of the Services. 8.6. Customer shall defend, indemnify, and hold harmless Contractor from any claims, damages, losses or expenses, including, but not limited to, reasonable attorneys fees, arising out of or resulting from this article. 9. TERM AND TERMINATION: 9.1. The term of this Agreement shall be for a period of •2a year(s), commencing v1/1/2017v and terminating x12/31/18v (the 'Term*), unless sooner terminated as provided herein. 9.2. This Agreement automatically shall renew for successive one (1) year terms, commencing on the expiration of the Term, and renewing on each such yearly a nniversary thereafter, conditioned upon mutually acceptable provisions, as set forth in section 9.3. of this article. 9.3. The provisions set forth in Schedules I and 11 shall apply for the duration of the Tenn. If the Agreement is not terminated at the end of the Term, the parties will endeavor to reach agreement on mutually acceptable prospective provisions, which will apply to the next yearly successive term. The parties will follow such process for each successive yearly term until the Agreement is terminated. Failure to reach agreement on prospective provisions for any successive yearly term shall render the Agreement terminated, which the parties shall confirm in writing. 9.4. Customer or Contractor may terminate this Agreement ji) for convenience upon sixty (60) days prior written notice to the other parry or (ii) upon thirty (30) days written notice prior to the commencement of any successive yearly term. In the event of either such termination, Customer will pay Contractor for all Services performed through the date of termination and, in addition, in the event or termination for convenience by Customer, all other reasonable costs incurred by Contractor that are associated with such termination. 9.5. Customer may terminate this Agreement for cause, but only upon seven (7) days written notice and, further, upon Contractors failure to commence curative measures in such time and thereafter to proceed to effect such cure. In the event of such termination, Customer will pay Contractor all undisputed amounts due Contractor for all Services performed through to the date of termination. 9.6. Contractor may suspend its performance of Services, without liability of any sort to Customer, if Customer fails to make payment to Contractor within thirty (30) days after the date payment is due. Upon payment, Contractor will recommence performance, and shall be entitled to an extension of time equal to the suspension and all reasonable costs associated with such suspension. 9.7. If, during the Tern or successive terms of this Agreement, Customer utilizes an entity other than Contractor to perform any repair, replacement, modification, or other work on any Equipment, Contractor may, at its sole option, renegotiate the provisions of this Agreement for such Equipment or terminate this Agreement. 10. NO ASSIGNMENT- Neither Customer nor Contractor shall assign any of its rights or obligations hereunder without the prior written approval of the other party. 11. CHOICE OF LAW AND JURISDICTION: 11.1. This Agreement shall be governed by, construed, and enforced for all purposes in accordance with the laws of the State where the Services are performed, without giving effect to its conflict of laws provisions. 11.2. Any and all actions arising from, relating to, or concerning the subject matter of this Agreement shall be commenced in the United States Federal Court in the appropriate district of such State or the State court of such State, either of which shall have exclusive jurisdiction over such actions. 11.3. Any such action shall be submitted TO THE COURT ONLY for resolution, WITHOUTTRIAL TO A JURY. THE PARTIES HEREBY WANE ANY RIGHT TO A JURY TRIAL REGARDING ANY SUCH ACTION. 11.4. Any such action also shall be commenced with one (1) yearirom the date of the Services giving rise to such claim, with the exception of any action by Contractor for collection of amounts due to it. j=-7LMaoa MAINTENANCE PROPOSAL 11.5. Contractor shall be entitled to all fees and costs, including reasonable attorneys fees, incurred by it in any action to collect amounts due to it from Customer. 12. ENTIRE AGREEMENT- This Agreement sets forth the entire agreement between the parties on the subject matter contained herein, and supercedes and renders null and void any and all prior or contemporaneous oral or written understandings, negotiations, or promises relating to these issues. No agreement modifying this Agreement shall be binding unless made in writing and signed by a duly authorized representative of the parry to be bound. SCHEDULE I (SERVICES, EQUIPMENT, AND SCHEDULE) 4 SERVICES- Contractor will perform the services described by the specific equipment tasking lists and frequencies included in Appendix A-2. EQUIPMENT- Contract will perform the Services for the following Equipment: ® SCHEDULE FOR SERVICES Contractor will perform the Services on the following schedule: OTHER SERVICE TERMS: 1. Contractor will perform the Services during normal working hours, Monday through Friday, from 8 AM to SPM, unless specified otherwise as follows: 2. Services do not include any labor for or during off -hours, overtime work stand by time, or emergency services, unless specified otherwise as follows: 3. Contractor will perform the Services using electrical power from the Site. EXCLUSIONS: 1. Services do not include the following: (i) maintenance, repair, or replacement of stationary and/or non -maintainable parts of the Equipment, including, but not limited to, cabinets, enclosures, casings, insulating materials, electrical wiring structural supports, pressure vessels, tubes, door seals, floor drains, thermometers, gauges, flues, ductwork grilles, heat transfer tubes and coils, refractories, oil or gas heat exchangers, fan housings, ductwork and like or similar other non-moving parts; (ii) maintenance, repair, replacement, or other work that is necessitated by (a) circumstances beyond the normal, customary, and anticipated operating environment for the Equipment, including but not limited to, vandalism, flooding fire, lightning roof leaks, or power failure or (b) Customers improper acts or omissions, including but not limited to, installation of incompatible equipment improper operating procedures, and improper or inadequate water treatment or filter service; and (iii) any other goods or services not set forth in the Services that any governmental authority, insurance company, or other entity may require that has the authority to direct Customer to take certain actions concerning the Equipment. 2. Any goods or services for, or concerning the following items: (i) piping other than refrigerant piping (ii) maintenance, repair, replacement, or other work due to damage to Equipment caused by freezing weather or corrosion; (III) valves, (iv) electrical supply, disconnect switches, circuit breakers, and (v) monitoring/recording devices affixed to Equipment. SCHEDULE 11(PRICING, INVOICING, AND PAYMENT) A PRICING- Customer agrees to pay Contractor for the Services in accordance with the following rates and material charges: ADDITIONAL WORK PRICING- For any services not included in the Services and/or that are performed at times other than those specified in Schedule I, will be invoiced to the Customer according to the labor rates and material charges as specified in Appendix A-3. INVOICING AND PAYMENT- Customer agrees to pay Contractor in accordance with the following requirements: o Customer also shall pay Contractor, in addition to the pricing set forth above, all excise, sales, use, occupation or other similar taxes imposed on Contractor by any governmental authority or in any way connected with Contractors performance of its obligations under this Agreement; Contractor will invoice Customer as follows: o Customer's payment on invoices is due net 30 days from date of invoice; and late payment to Contractor shall be subject to simple interest at the rate of one and one -hag percent (1%%) per month, not to exceed the maximum amount allowed by applicable law, calculated from the date payment was due until the date payment is received by Contractor. MAINTENANCE PROPOSAL APPENDIX A: SCOPE DETAILS & EQUIPMENT 1 Gas Fired Boiler Bryan B-1 /Basement Mech Room 1213112016 Semi Annually M: CL-150W-FDO 1 Air Handler Carrier AHU-1/Ticket Office 1213112016 Semi - Annually M.40RR008530 S: X692884 1 Air Handler Carrier AHU-2/0perations 1213112016 Semi Annually M.40CH048300 S: 0287AO9485 1 Air Handler Carrier AHU-Msitor Side 1213112016 Semi Annually M:40RRO28000 S: 2692148 1 Air Handler Carrier AHU-4/Roof 1213112016 Semi Annually M: 40RRO24-020 S: 2691873 1 Roof Top Unit 5 Tons Carrier RTU-1/Upper Deck 1213112016 Semi - Annually 71 = E,VICOR M. 48HCED08A2A6AOBOAO S: 1011 G50503 MAINTENANCE PROPOSAL 1 Roof Top Unit 3 Tons Carrier RTU-2/Upper Deck 1213112016 Semi - Annually M: 48HCEA06A2A6AOBOAO S.1011GS0153 1 Roof Top Unit 5 Tons Carrier RTU-3/Upper Deck 1213112016 Semi - Annually M: 48HCED08A2A6AOBOAO S. 1011 G50504 Attachment A QTY Equipment HP/Tons/BTU Manufacturer/Model/Serial Location Expiration Date PM Frequency 1 Condensing Unit 4 Tons Carrier CU-1/Roof 1213112016 Semi - Annually M:38EHO4850ODL 1 Condensing Unit 4 Tons Carrier CU-2/Home Side 1213112016 Semi -Annually SE — EFV2WR MAINTENANCE PROPOSAL 1 Condensing Unit 25 Tons Carrier CU-3/Roof 1213112016 Semi - Annually M: 38AH-028--511 AA S: 1311060949 1 Condensing Unit 20 Tons Carrier CU-4/Roof 1213112016 Semi - Annually M. 38AH-024--- 511AA S: 1311Q60948 1 Makeup Air Unit Hastings MUA-1/Concourse 1213112016 Semi - Annually M: P-50-G S: P-559926-H 1 Makeup Air Unit Hastings MUA-2/Concourse 1213112016 Semi - Annually M: P-50-G S. P559927-H Overhead Heater Reznor M: UDAP150 Barn 1213112016 Semi Annually S: BNK796EN32312X 1 Split System Carrier SS-1/0wner's Suite 1213112016 Semi - Annually 91 - _ ..CUR M. 40A0030300BU S: 4686A13819 MAINTENANCE PROPOSAL 1 Split System Carrier SS-3 1213112016 Semi -Annually M: 40A0030300BU S: 4686A14371 1 Split System Carrier SS-4/Home Plate Suite & Radio Rooms 1213112016 Semi -Annually M: 42BHE121 D4L612120E S. 643281-20-1 1 Split System Carrier SS-S/Press Box & Production Room 1213112016 Semi Annually M: 42BHE101D4L60910DE S: 643281-10-1 1 Split System Mitsubishi MSS-1/Suite #11213112016 Semi - Annually M: PLA-A30BA4 1 Split System Mitsubishi MSS-1/Suite #21213112016 Semi - Annually M: PLA A30BA4 io 1 uWWR MAINTENANCE PROPOSAL 1 Split System Mitsubishi MSS-1/Suite #31213112016 Semi - Annually M: PLA A18BA4 1 Split Sytem Mitsubishi MSS-4/Suite #41213112016 Semi Annually M: PLA A18BA4 1 Split Sytem Mitsubishi MSS-5/Suite #51213112016 Semi Annually M: PLA-A30BA4 1 Split Sytem Mitsubishi MSS-6/Suite #61213112016 Semi Annually M: PLA-A30BA4 10 Pumps HVAC Pumps Only 1213112016 Semi -Annually 16 Exhaust Fans 1213112016 Semi -Annually 1 Duct Furnace Sterling DF-1/Upper Deck 1213112016 Semi - Annually M. RTC-250 A 111 ENI COR APPENDIX A: SCOPE DETAILS ROOFTOP PACKAGE UNITS ❑ Check fan assembly. ❑ Lubricate motor and fan bearings. Q Check and tighten be@. ❑ Check or change filters. ❑ Check or clean drain pan. Check condensate lines. ❑ Check and tighten all electrical connections. Q Check operating and safety controls. ❑ Check operating pressures. Q Check for refrigerant leaks. ❑ Check refrigerant levels. Q Check compressor and fan amperages. ❑ Check compressor oil levels. Q Check crankcase heater operation. ❑ Check or clean evaporators. Q Check or dean condenser. ❑ Check fan blades. Q Check motor mounting. ❑ Check dampers and linkage. Q Check heating medium. ❑ Check and dean burners and pilots. A/C SPLIT SYSTEMSIHEAT PUMPS ❑ Check air handler operation. ❑ Lubricate motor and fan bearings. ❑ Check and tighten belts. Q Check or change filters. ❑ Check or clean drain pan. Q Check condensate lines. ❑ Check and tighten all electrical connections. Q Check operating and safety controls. ❑ Check operating pressures. ❑ Check refrigerant levels. Q Check for refrigerant leaks. Q Check compressor and fan amperages. ❑ Check compressor oil levels. Q Check crankcase heater operation. ❑ Check or clean evaporators. Q Check or clean condensers. ❑ Check fan blades. Q Check motor mounting. Q Check dampers and linkage. AIR COOLED CONDENSERS Q Inspect for refrigerant leaks. ❑ Lubricate fan and motor bearings. Q Inspect electrical controls- 0 Tighten electrical connections. Q Check belts, pulleys, and motor mounts. Q Check fan blades. Check and dean condenser coils. ❑ Remove debris from around unit ❑ Check operation. ❑ Glycol analysis MAINTENANCE PROPOSAL 121 = - AIR HANDLERS ❑ Lubricate motor bearings. Q Lubricate fan bearings_ ❑ Check and adjust belts. Ll Check fan alignment ❑ Check filters- [] Check heat1cooling coils. ❑ Check drain pans. Q Check condensate lines. ❑ Check for excessive noise or vibration. Q Check dud work connections. Q Lubricate & adjust associated dampers and linkage. FRESH AIR MAKE-UP ❑ Lubricate motor and fan bearings. Check and tighten belts. Q Check or change filters. Q Check dampers and linkage. ❑ Check operating and safety controls. ❑ Check and tighten all electrical connections. Q Check pilot and burners. ❑ Adjust pilot and burners, ❑ Check proper burner sequence UNIT HEATERSIFURNACES ❑ Check heater operations. ❑ Check operating and safety controls. Q Lubricate fan and motor bearings. ❑ Clean pilot and burners. Q Adjust pilot and burners. Q Check heat exchangers_ Q Check vent pipe and cap. EXHAUST FANS ❑ Check fan operation. Q Lubricate motor and fan bearings. ❑ Check fan blades. Q Check and tighten belts. BOILERS ❑ Check for proper boiler sequence. ❑ Check piping, connections, valves for leaks. ❑ Check boiler sections for leaks. ❑ Check water make-up system. Q Check room air intake system. ❑ Check all boiler safety controls. Q Check all boiler operating controls. ❑ Check safety relief valves. Q Check low water cut off. Q Check all fuel line systems. Check and tighten all electrical connections. ] Check internal and external surfaces as required. Check and dean burner assemblies as required. Adjust burners for maximum efficiency. Inspect water side. MAINTENANCE PROPOSAL 131 MOOR PUMPS Lubricate per manufacturer's recommendation- 0 Check alignment and couplings. Check electrical connections- 0 Check motor amperage. ❑ Check for leaks. ❑ Check strainers. Q Check seals or packing. TEMPERATURE CONTROL ❑ Review sequence of operation. ❑ Calibrate thermostats. ❑ Check all control valves and wiring. Q Check all damper actuators and wiring. ❑ Calibrate all controllers. Q Check relays and terminal connections. ❑ Calibrate auxiliary control devices. Q Check damper linkage. ❑ Check dampers. Q Lubricate dampers, actuators and valves. ❑ Clean faces of panels Q Check VFD drives. MAINTENANCE PROPOSAL 14� 1316 COUNT -CITY BUILDING 227 W. JEFFERSON BOULEVARD Soya BEND, INDIANA 46601-1830 oOUTH BF MACK • ins NONE 574/235-9251 Fax 574i 235-9171 TDD 574.' 235-5567 CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR BOARD OF PUBLIC WORKS Date: November 21, 2016 To: All Plan —holders From Linda M. Martin, Clerk, Board of Public Works Subject Addendum Number: 1 Project Name: HVAC PREVENTATIVE MAINTENANCE PLAN Project Number: REQUEST FOR PROPOSALS ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-9171 within 48 hours of receipt. A copy MUST also be included with your bid package upon submittal. THIS ADDENDUM MAY AFFECT YOUR BID. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Author Date: Version 4/2/2015 C �nUTN g :q PRCt 1316 COUNTY -CITY BUiLD[NG 6 2 PHONE 574/235-9251 227 W. JEFFERSON BOULEVARD d � FAX 574/ 235-9171 Sou in BEND, INDIANA 46601-1830 Y 1865 R TDD 574; 235-5567 CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR BOARD OF PUBLIC WORKS PROJECT NAME: HVAC PREVENTATIVE MAINTENANCE PLAN REQUEST FOR PROPOSALS ADDENDUM NO. 1 Date: November 21, 2016 To: All Plan Holders From: Linda M. Martin, Clerk of the Board of Public Works The following information is to be changed/added to the contract documents: • The Daikin unit on the Press Box Production Room at Four Winds Field will be included as a PM equipment that was previously not on the list. • The 2 Trane units at King Center are listed and are to PM'ed once in the spring and once in the fall. • Prevailing wage: We do not require. • Capability/ Skills and Employees; A detailed list of employees and related experience is not required. Include a summary of the number of employees, years of service, related certifications, and related licenses. Example: 100 employees in company ABC. 20 for HVAC with combined 75 years' experience and all hold a cert and license in the field. 25 employees are welders that have 100 years' experience and hold certifications in these fields. Subcontracting is allowed. Each subcontractor is to be listed in the proposal. Subcontractor information must include the same company data requirements listed in the RFP. A FULL AND COMPLETE COPY OF EACH CORRECTED PAGE IS ATTACHED TO THIS ADDENDUM. You must acknowledge receipt of this addendum by signing the first page and returning it via facsimile to (574) 235-9171. — This addendum consists of a total of 2 pages — Version 4/2/2015