Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
2023-02-28 - AGENDA REPORTS - MAINT EMERGENCY REPAIR CONTR
O Agenda Item: 7 1. CITY OF SANTA CLARITA AGENDA REPORT CONSENT CALENDAR CITY MANAGER APPROVAL: TAA,/� DATE: February 28, 2023 SUBJECT: HEATING AND AIR CONDITIONING MAINTENANCE AND EMERGENCY REPAIR CONTRACT DEPARTMENT: Neighborhood Services PRESENTER: Nelson Vasquez RECOMMENDED ACTION City Council: 1. Approve the use of a "piggyback" contract through Sourcewell contract #070121-JHN and award a one-year contract to Johnson Controls, Inc., to provide air conditioning & heating maintenance and unforeseen emergency repair services to all City -owned facilities for a total one-year contract amount of $381,842. 2. Authorize the City Manager or designee to execute up to three additional, one-year renewal options, not to exceed $381,842, plus an adjustment consistent with the appropriate Consumer Price Index, upon request of the contractor, and contingent upon the appropriation of funds by the City Council in the annual budget for such fiscal year. 3. Authorize an ongoing appropriation of funds in the amount of $27,760 from Transit Fund 700 to expenditure account 7003701-511105 and $8,375 from Public Library Fund 309 to expenditure account 3098201-511105 for maintenance costs associated with the award of this contract, contingent upon the appropriation of funds by the City Council during the annual budget process in subsequent fiscal years. 4. Authorize the City Manager or designee to execute all contracts and associated documents, subject to City Attorney approval. BACKGROUND The City of Santa Clarita's (City) Neighborhood Services Department administers the maintenance operations of all City -owned facilities. The City contracts out for heating and air conditioning maintenance and emergency repairs of these facilities. Page 1 Packet Pg. 30 O The City has been contracting with Johnson Controls, Inc. (JCI) to supply routine preventative maintenance and on -call or emergency response to address all issues that arise for the City's heating and air conditioning maintenance. Staff worked with JCI to develop an in-depth preventative maintenance program to enhance and maintain regular heating and air conditioning maintenance at various key facilities. Primary preventative maintenance services include equipment cleaning, temperature control adjustments, filter replacements, parts lubricating, inspection and calibration of heating controls and thermostats, and checking safety mechanisms. Moreover, JCI has responded to various City facility emergencies, offering immediate assistance to unforeseen events such as freon leaks, fan motor disruptions, variable air volume (VAV) errors, and compressor failures. On July 11, 1995, the City Council approved "piggyback" purchasing, allowing the City to place orders against a competitively awarded public agency contract. Sourcewell's contract with JCI (contract 9070121-JHN) was competitively solicited through a nationwide bid process, was awarded in October 2021 and is valid through August 2025 with an optional fifth -year renewal. Based on previous experience involving routine and emergency -related work, cost analyses based on pricing, best value, and quality service, and a comprehensive evaluation of the City's HVAC infrastructure, staff is recommending awarding the contract to JCI to provide air conditioning and heating maintenance and repairs for all City -owned facilities for an annual contract amount of $181,842, and to provide as needed emergency repairs, for an annual amount of $200,000, for a total one-year contract amount not to exceed $381,842. ALTERNATIVE ACTION Other action as determined by the City Council. FISCAL IMPACT There is no impact to the General Fund associated with this action. The award of this contract is contingent upon an ongoing appropriation of funds in the amount of $27,760 from Transit Fund (Fund 700) to expenditure account 7003701-511105 and $8,375 from Public Library Fund (Fund 309) to expenditure account 3098201-511105. ATTACHMENTS Johnson Controls Proposal Johnson Controls Contract (available in the City Clerk's Reading File) Sourcewell Contract (available in the City Clerk's Reading File) Page 2 Packet Pg. 31 Exhibit A 7.a CITY OF SANTA CLARITA AS NEEDED REPAIRS 2023 Quote Prepared by Natalie Avelar Johnson 02/17/2023 Controls Bill To: CITY OF SANTA CLARITA 23920 VALENCIA BLVD, SUITE 300 SANTA CLARITA CA USA 91355 Quote Reference Number: 1-1MMEHV36 Project Name: CITY OF SANTA CLARITA AS NEEDED REPAIRS 2023 Site: CITY OF SANTA CLARITA CITY HALL 23920 VALENCIA BLVD STE 300 SANTA CLARITA CA 91355-5316 Branch Info: JOHNSON CONTROLS LOS ANGELES CA CB - ONOG Attn: Glen Durfee Name: Glen Durfee This proposal is hereby accepted and Johnson Controls is authorized to proceed with the work, subject to credit approval By Johnson Controls, Inc. Milwaukee, WI. We propose to furnish the materials and/or perform the work below for the net price of: $200,000.00 This proposal is valid through: 03/31/2023 CITY OF SANTA CLARITA Signature: Name: Title: Date: PO: CONFIDENTIAL: For customer review. ©2022 Johnson Controls Johnson Controls Inc. Signature: Name: Title: Date: Johnson 4 Controls Packet Pg. 32 Benefits/Scope of Work: Blanket PO per agreed upon Sourcewell rates. All JCI pricing provided under this agreement will be in accordance with the Johnson Controls Sourcewell contract #070121 -J H N All buildings below will pertain to this contract CITY HALL BUSINESS INCUBATOR TRANSIT FACILITY Public Work Corporate Yard Jan Heidt Newhall Metrolink Station Santa Clarita Metrolink Station VIA Princessa Metrolink Station Channel 20 Public Access TV Studios Old Town Newhall Parking Structure VALENCIA LIBRARY JO ANNE DARCY LIBRARY OLD TOWN NEWHALL LIBRARY Old Orchard Park Newhall Park and aquatics Valencia meadows park and aquatics Valencia glen park and aquatics Santa Clarita Park and aquatics North Oaks Park and aquatics Santa Clarita Sports Complex Gym Santa Clarita Sports Complex The Centre Santa Clarita Sports Complex Aquatics Center Santa Clarita Sports Complex Skate Park Canyon Country Park Vista Canyon Park 1 Newhall Community Center Canyon Country community center Central Park The Main Theatre The Cube Tesoro Adobo Park Exclusions: 11abor or material not specifically described above is excluded from this proposa 2.Unless otherwise stated, any and all overtime labor is excluded from this propoE 3.Applicable taxes or special freight charges are excluded from this proposal CONFIDENTIAL: For customer review. ©2022 Johnson Controls Johnson 4 Controls Packet Pg. 33 r Q Customer CITY OF SANTA CLARITA CITY HALL Local Johnson Controls Office 5770 WARLAND DR STE A CYPRESS, CA 90630-5047 Agreement Start Date: 03/01 /2023 Proposal Date 01 /23/2023 Estimate No: 1-1 J KY2XL3 Partnering with you to deliver value -driven solutions Every day, we transform the environments where people live, work, learn and play. From optimizing building performance to improving safety and enhancing comfort, we are here to power your mission. A Planned Service Agreement with Johnson Controls provides you with a customized service strategy designed around the needs of your facility. Our approach features a combination of scheduled, predictive and preventative maintenance services that focus on your goals. As your building technology services partner, Johnson Controls delivers an unmatched service experience delivered by factory -trained, highly skilled technicians who optimize operations of the buildings we work with, creating productive and safe environments for the people within. By integrating our service expertise with innovative processes and technologies, our value -driven planned service solutions deliver sustainable results, minimize equipment downtime and maximize occupant comfort. With more than a century of healthy buildings expertise, Johnson Controls leverages technologies to successfully deliver smart solutions to facilities worldwide. 2024 North American Company of the Year for Award Innovation in Smart Connected Chillers Johnson Controls was recognized by Frost & Sullivan as the 2020 North American Company of the Year for innovation in the Smart connected Chillers market Johnson Controls Planned Service Proposal _ -"or CITY OF SANTA CLARITA CITY HALL Executive summary Planned service proposal for CITY OF SANTA CLARITA CITY HALL Dear Customer, We value and appreciate your interest in Johnson Controls as a service provider for your building systems and are pleased to provide a value -driven maintenance solution for your facility. The enclosed proposal outlines the Planned Service Agreement we have developed on your facility. Details are included in the Planned Service Agreement summary (Schedule A), but highlights are as follows: In this proposal we are offering a service agreement for 1 Year starting 03/01/2023 and ending 02/29/2024. The agreement price for first year is $181,842.00; see Schedule A, Supplemental Price and Payment Terms, for pricing in subsequent years. The equipment options and number of visits being provided for each piece of equipment are described in Schedule A, Equipment list. As a manufacturer of both mechanical and controls systems, Johnson Controls has the expertise and resources to provide proper maintenance and repair services for your facility. Again, thank you for your interest in Johnson Controls and we look forward to becoming your building technology services partner. Please contact me if you have any questions. Sincerely, Natalie Avelar Service Manager (866) 819-0230 I ne power benina your n"i, © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 2 of 95 Johnson Controls Planned Service Proposal -- _ `_, CITY OF SANTA CLARITA CITY HALL Benefits of planned service A Planned Service Agreement with Johnson Controls will allow you to optimize your building's facility performance, providing dependability, sustainability and energy efficiency. You'll get a value -driven solution that fits your specific goals, delivered with the attention of a local service company backed by the resources of a global The 5 organization. a benefits With this Planned Service Agreement, Johnson of a RSA Controls can help you achieve the following five fl� objectives: 1. Identify energy savings Opportunities Since HVAC equipment accounts for a major portion of a building's energy usage, keeping your system performing at optimum levels may lead to a significant reduction in energy costs. 2. Reduce future repair costs Routine maintenance may maximize the life of your equipment and may reduce equipment breakdowns. 3. Extend asset life Through proactive, factory -recommended maintenance, the life of your HVAC assets may be extended, maximizing the return on your investment. 4. Ensure productive environments Whether creating a comfortable place where employees can be productive or controlling a space to meet specialized needs, maintenance can help you achieve an optimal environment for the work that is being accomplished 5. Promote environmental health and safety When proper indoor conditions and plant requirements are maintained, business outcomes may be improved by minimizing sick leave, reducing accidents, minimizing greenhouse gas emissions and managing refrigerant requirements. All of the services we perform on your equipment are aligned with "The 5 Values of Planned Maintenance" and our technicians understand how the work they perform can help you accomplish your business objectives. © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls ?age 3 of 95 Johnson Controls Planned Service Proposal ' `_, CITY OF SANTA CLARITA CITY HALL Our partnership Personalized account management A Planned Service Agreement also provides you with the support of an entire team that knows your site and can closely work with you on budget planning and asset management. Your local Johnson Controls account management team can help guide planned replacement, energy retrofits and other building improvement projects. You'll have peace of mind that an entire team of skilled professionals will be looking out for what is best for your facility and budget. A culture of safety Johnson Controls technicians take safety seriously and personally, and integrate it into everything they do. All of our technicians participate in regular and thorough safety training. Because of their personal commitment, we are a leader in the HVAC service industry for workplace safety performance. This means that you do not have to worry about us when we are on your site. Commitment to customer satisfaction Throughout the term of your Planned Service Agreement, we will periodically survey you and use your feedback to continue to make improvements to our service processes and products. Our goal is to deliver the most consistent and complete service experience possible. To meet this goal, we've developed and implemented standards and procedures to ensure you receive the ultimate service experience — every time. Energy & sustainability A more sustainable world one building at a time — Johnson Controls is a company that started more than 125 years ago with a product that reduced energy use in buildings. We've been saving energy for customers ever since. Today, Johnson Controls is a global leader in creating smart environments where people live, work and play, helping to create a more comfortable, safe and sustainable world. The value of integrity Johnson Controls has a long, proud history of integrity. We do what we say we will do and stand behind our commitments. Our good reputation builds trust and loyalty. In recognition for our commitment to ethics across our global operations, we are honored to be named one of the World's Most Ethical Companies by Ethisphere Institute, a leading think tank dedicated to business ethics and corporate social responsibility. In addition, Corporate Responsibility Magazine recognizes Johnson Controls as one of the top companies in its annual "100 Best Corporate Citizens" list. © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 4 of 95 Johnson Controls Planned Service Proposal _ -"or CITY OF SANTA CLARITA CITY HALL Service delivery As part of the delivery of this Planned Service Agreement, Johnson Controls will dedicate a local customer service agent responsible for having a clear understanding of the agreement scope, and your facility procedures and protocols. A high-level overview around our service delivery process is outlined below including scheduling, emergency service, on -site paperwork, communication and performing repairs outside of the agreement scope. Scheduling Preventative maintenance service will be scheduled using our automated service management system. In advance of the scheduled service visit, our technician is sent a notice of service to a smartphone. Once the technician acknowledges the request, your customer service agent will call or e-mail your on -site contact to let you know the start date and type of service scheduled. The technician checks in, wears personal protective equipment, performs the task(s) as assigned, checks out with you and asks for a screen capture signature on the smartphone device. A work order is then e-mailed, faxed or printed for your records. Emergency services Emergency service can be provided 7 days a week, 24 hours a day, 365 days a year. During normal business hours, emergency service will be coordinated by the customer service agent. After hours, weekends and holidays, the emergency service number transfers to the Johnson Controls after-hours call center and on -call technicians are dispatched as needed. Johnson Controls is committed to dispatching a technician within hours of receiving your call through the service line. A work order is e-mailed, faxed or printed for your records. Depending on the terms of your agreement, you may incur charges for after hour services. Communication A detailed communication plan will be provided to you so you know how often we will provide information to you regarding your Planned Service Agreement. The communication plan will also provide you with your main contacts at Johnson Controls. Approval process for non -covered items Johnson Controls will adhere to your procurement process. No work will be performed outside of the agreement scope without prior approval. Johnson Controls will work with you closely to ensure your procurement process is followed before any non -covered item work is started. © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 5 of 95 Johnson Controls Planned Service Proposal _ -"or CITY OF SANTA CLARITA CITY HALL Summary of services and options Comprehensive and operational inspections During comprehensive and operational inspections, Johnson Controls will perform routine checks of the equipment for common issues caused by normal wear and tear on the equipment. Additional tests can be run to confirm the equipment's performance. Routine maintenance, such as lubrication, cleaning and tightening connections, can be performed depending on the type of equipment being serviced. Routine maintenance is one of the keys to the five values of maintenance — it can help identify energy saving opportunities, reduce future repair costs, extend asset life, ensure productive environments, and promote health and safety. Boiler Tube Brushing Boiler heat transfer surfaces must be kept clean to provide for safe and economical boiler operation. During boiler operation deposits such as soot and scale can accumulate on boiler tubes, causing a loss in efficiency due to reduced heat transfer. This includes capacity reduction and high draft losses. Corrosive elements are often present in the scale, increasing the probability of tube failure. Extreme cases of boiler tube blockage can also create a safety or fire hazard. Johnson Controls technicians will brush the tubes, cleaning these surfaces. This improves heat transfer, optimizes efficiency, and reduces potential corrosion and safety issues. This service does not include chemical treatment required to control or eliminate biohazards such as Legionella unless chemical water treatment services have been added as a separate option. Combustion Analysis Combustion analysis and subsequent adjustments are critical to efficient boiler operation. Boiler fuel, whether natural gas or oil, must burn in the proper combination of fuel and air (oxygen). Poor combustion can create soot deposits on the tubes, impairing heat transfer. Incomplete combustion can also lead to the potential formation of CO (carbon monoxide); an odorless gas that can harm occupants in the mechanical room and/or building. Johnson Controls technicians will analyze the flue gas to determine if optimal fuel/air ratios are present. Evaporator Coil Cleaning Dirty evaporator coils impair heat transfer from the circulated air to the cooling medium. This reduces the efficiency of the unit. Extremely dirty coils may impede the airflow across the coil and out into the building, which can cause occupant discomfort and complaints. Johnson Controls technicians will clean these coils, improving efficiency and occupant comfort. Filter Replacement Clean air filters help maintain proper airflow throughout your building. Decreased airflow can impair the performance of the cooling coil and may lead to occupant discomfort and inefficient operation of the HVAC system. Johnson Controls will replace the filters on a regular basis to maintain airflow and maximize air quality. i ower/Basin t;ieaning During operation, a cooling tower becomes a natural repository for wind-blown debris. This debris has a tendency to collect in the tower's sump/basin. Johnson Controls technicians will clean the tower and basin to prevent blockage and potential damage to critical system components. This service does not include chemical treatment required to control or eliminate biohazards such as Legionella unless chemical water treatment services have been added as a separate option. © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 6 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Vibration Analysis — Fan & Pump Johnson Controls technicians will collect vibration data at various measurement points on the machine. This data is used to assess the condition of bearings, sheaves, belts and rotors. It also detects the presences of imbalance or misalignment. Repairs are followed up with another vibration analysis to ensure root problems have been identified and resolved. Customer Portal / Service Information ACCesL The Johnson Controls customer portal is the online gateway to easily access various elements of your service information. This real-time, self-service mechanism is just one more way for you to stay in touch with our service within your facilities. Using the internet, you can view service call history by location, monitor agreements, as well as view asset and invoice information. © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 7 of 95 Johnson Controls Planned Service Proposal _ -"or CITY OF SANTA CLARITA CITY HALL Summary Thank you for considering Johnson Controls as your building technology services partner. The following agreement document includes all the details surrounding your Planned Service Agreement. With planned service from Johnson Controls, you'll get a value -driven solution that can help optimize your building controls and equipment performance, providing dependability, sustainability and energy efficiency. You'll get a solution that fits your specific goals, delivered with the attention of a local service company backed by the resources of a global organization. The power behind your mission © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 8 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Planned Service Agreement Customer Name : CITY OF SANTA CLARITA CITY HALL Address: 23920 VALENCIA BLVD STE 300 SANTA CLARITA,CA 91355-5316 Proposal Date: 01/23/2023 Estimate #: 1-1JKY2XL3 Scope of Service Johnson Controls, Inc. ("JCI") and the Customer (collectively the "Parties") agree Preventative Maintenance Services, as defined in Schedule A ("Services"), will be provided by JCI at the Customer's facility. This Planned Service Agreement, the Equipment List, Supplemental Price and Payment Terms, Terms and Conditions, and Schedules attached hereto and incorporated by this reference as if set forth fully herein (collectively the "Agreement"), cover the rights and obligations of both the Customer and JCI. Extended Service Options for Premium Coverage If Premium Coverage is selected, on -site repair services to the equipment will be provided as specified in this Agreement for the equipment listed in the attached Equipment List. Equipment List Only the equipment listed in the Equipment List will be covered as part of this Agreement. Any changes to the Equipment List must be agreed upon in writing by both Parties. Term / Automatic Renewal This Agreement takes effect on 03/01/2023 and will continue until 02/29/2024 ("Original Term"). The Agreement will automatically renew and extend for successive terms equal to the Original Term unless the Customer or JCI gives the other written notice it does not want to renew prior to the end of the then - current term (each a "Renewal Term"). The notice must be delivered at least (90) days prior to the end of the Original Term or of any Renewal Term. The Original Term and any Renewal Term may be referred to herein as the "Term". Renewal price adjustments are discussed in the Terms and Conditions. Refrigerant Charges Refrigerant is not included under this Agreement and will be billed separately to the Customer by JCI. © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 9 of 95 Johnson Controls Planned Service Proposal Prepare,"'or CITY OF SANTA CLARITA CITY HALL Price and Payment Terms The total Contract Price for JCI's Services during the first year of the Original Term is $181,842.00. This amount will be paid to JCI in advance in Monthly installments. Pricing for each subsequent year of a multiyear Original Term is set forth in the Supplemental Price and Payment Terms. Unless otherwise agreed to by the parties, All payments will be due upon receipt. Renewal price adjustments are set forth in the Terms and Conditions. Invoices will be sent to the following location: CITY OF SANTA CLARITA 23920 VALENCIA BLVD, SUITE 300 SANTA CLARITA,CA 91355 To ensure that JCI is compliant with your company's billing requirements, please provide the following information: PO is required to facilitate billing: No: This signed contract satisfies requirement YES: Please reference this PO number : AR Invoices are accepted via e-mail: YES: E-mail address to be used : No: Please submit invoices via mail No: Please submit via : This proposal is valid for thirty days from the proposal date. JOHNSON CONTROLS Inc. JCI Manager: JCI Manager Signature: Title: Date: JCI Branch: JOHNSON CONTROLS LOS ANGELES CA CB - ONOG Address:5770 WARLAND DR STE A CYPRESS,CA 90630-5047 Branch Phone:(866) 819-0230 Branch Email: Customer Manager: Customer Manager Signature: Title: Date: © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 10 of 95 Johnson Controls Planned Service Proposal _ -, — -' <_., , CITY OF SANTA CLARITA CITY HALL Schedule A - Equipment List CITY OF SANTA CLARITA CITY HALL 23920 VALENCIA BLVD STE 300 SANTA CLARITA, CA 91355-5316 Product: VAV Box, All Quantity: 12 Coverage Level: Basic Services Provided 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # (12) VAV Boxes Write -In 1-13MT867F Product: Split System, Cooling with Gas Heat, <7.5 Tons Quantity: 1 Services Provided Coverage Level: Basic 1 Cooling Comprehensive 4 Return Air Filter Change 2 Operational (Mid Season - Cooling/Heating) 1 Gas Heating Comprehensive Customer Tag Manufacturer Model # Serial # 2nd Floor server room Carrier 24ANA760A300 3106E09045 Product: Spl Quantity: 7 Coverage Level Basic Cooling Only, <7.5 Tons Customer Tag Manufacturer 3rd Floor Traffic Room Amana AV Room ground floor parking lot Write -In Av room air handler Ruud Mitsubishi split Mitsubishi Suit 202 Carrier Third floor traffic room Sun Mfg Traffic server room Mitsubishi Services Provided 1 Cooling Comprehensive 3 Operational (Mid Season - Cooling Only) 1 Condenser Coil Cleaning 4 Return Air Filter Change Model # Serial # RCB30132A 9807186984 FIELD UPDATE 1-13MT866A/FIELD NEEDED UPDATE NEEDED 541-34-05-COA AD159740 MUY-GE18NA 0001828T FV4131\113006 1206A83703 541-34-05-COA EC167064 MSY-GE18NA 0001617 Product: Packaged, Commercial, Self Contained, <40 Tons Quantity: 1 Coverage Level: Basic Services Provided 3 Operational 4 Return Air Filter Change 1 Comprehensive 1 Belt Change © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page I I of 95 Johnson Controls Planned Service Proposal Preparer' for CITY OF SANTA CLARITA CITY HALL 1 Evaporator Coil Cleaning Customer Taa Manufacturer Model # Serial # 3rd Floor Wire Room JCI YORK DINHO36NO5606C NBKM021809 Product: Air Compressor/ Quantity: 1 Coverage Level: Basic Customer Tag Air compressor Product: Air Com Quantity: 1 Coverage Level: Basic Customer Taa Air drier 1 Air Com Commercial, 5-20 HP Services Provided 3 Operational 1 Belt Change 1 Comprehensive Manufacturer Model # Serial # Manchester Tank W 35004 CRN F05161234567890 Air Com Commercial, <5 HP Services Provided 3 Operational 1 Comprehensive Manufacturer Model # Serial # Hankison HPR510 H51OA1150908144 Product: Condensing Unit, Air Quantity: 1 Coverage Level: Basic Scroll, <10 Tons Services Provided 3 Operational 1 Comprehensive 1 Condenser Coil Cleaning (with louvers) Customer Tag Manufacturer Model # Serial # Audio Visual room Ruud UAKA-0303AZ 542817379711038 Product: Boiler, Gas -Fired, Fire Tube, <50 HP Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive 1 Combustion Analysis Customer Tag Manufacturer Model # Serial # Boiler RayPak 119-1802 0303206331 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 12 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Product: Air Handling Unit (AHU), Return Air, 35-60 HP Quantity: 1 Coverage Level: Basic Customer Tag City Hall AHU Services Provided 3 Operational 1 Belt Change 1 Comprehensive 1 Standard Filter Change Manufacturer Model # Serial # Write -In FIELD UPDATE 1-13MTLRG3/FIELD NEEDED UPDATE NEEDED Product: Air Handling Unit (AHU), Ma Quantity: 1 Coverage Level: Basic Customer Tag Manufacturer City Hall MUA Unit Write -In Air Unit (MAU), <15 HP Services Provided 3 Operational 4 Standard Filter Change 1 Comprehensive Model # Serial # FIELD UPDATE 1-13MT868A/FIELD NEEDED UPDATE NEEDED Product: Fan, Exhaust Fan, Roof Mounted, 0-5 HP Quantity: 2 Coverage Level: Basic Services Provided 4 Operational 1 Belt Change Customer Tag Manufacturer Model # Serial # EF-1 Cook Fans 180 ACE 138SF54211-00/0028105 EF-2 Loren Cook Company 100 ACEB S232683-00 06/88 Product: Expansion Tank Quantity: 2 Coverage Level: Basic Customer Tag EXT-2 EXT-3 Services Provided 4 Operational Manufacturer Model # Serial # Amtrol SX-30V 13127703 Amtrol SX-30V 13127702 Product: Pump, Hot Water, 0-10 HP ��J © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 13 of 95 Johnson Controls Planned Service Proposal I-, CITY OF SANTA CLARITA CITY HALL Quantity: 2 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # HWP-1 Weinman Pumps B028/N06N118R029 6307-2Z-3/C3 HWP-2 Weinman Pumps 13028/N06N118R029F 6307-2Z/C3 Product: Roof Top Unit (RTU), Cooling Only, with Economizer, 25.5-60 Tons Quantity: 6 Services Provided Coverage Level: Basic 3 Operational (Mid Season - Cooling Only with Economizer) 4 Standard Filter Change 1 Belt Change 1 Condenser Coil Cleaning 1 Cooling Comprehensive (with Economizer) Customer Tag Manufacturer Model # Serial # RTU-1 Carrier 50AK-041-E-611HH 0590002569 RTU-2 Carrier 50AK-041-E-20884 35071-127225 RTU-3 Carrier 50AK-041-E-20884 3507U27229 RTU-4 Carrier 50AK-041-E-20884 35071.127220 RTU-5 Carrier 50AK-030-D-20885 3507U27218 RTU-6 Carrier 50AK-030-D-20885 35071-127227 Product: Contractor - Water Treatment Quantity: 1 Services Provided Coverage Level: Basic 1 Preventive Maintenance Customer Tag Manufacturer Model # Serial # © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 14 of 95 Johnson Controls Planned Service Proposal r' -' <-- CITY OF SANTA CLARITA CITY HALL VALENCIA LIBRARY 23743 VALENCIA BLVD SANTA CLARITA, CA 91355-2105 Product: VAV Box, All Types Quantity: 14 Services Provided Coverage Level: Basic 2 Operational Customer Taa Manufacturer Model # Serial # (14) VAV Boxes Write -In FIELD UPDATE 1-13MR4UAZ/FIELD NEEDED UPDATE NEEDED Product: Air Handling Unit (AHU), Mixed Air, 15-30 HP Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive 1 Belt Change Customer Tag Manufacturer Model # Serial # A/C-3 Pace B-27 AF DWD1 94-75292-01 Product: Air Compressor/Dryer, Air Compressor, Commercial, <5 HP Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive 1 Belt Change Customer Tag Manufacturer Model # Serial # Air Compressor Write -In FIELD UPDATE 1-13MR4UA4/FIELD NEEDED UPDATE NEEDED Product: Air Handling Unit (AHU), Return Air, 15-30 HP Quantity: 1 Coverage Level: Basic Customer Taa RF-3 Services Provided 3 Operational 1 Comprehensive 1 Belt Change 4 Standard Filter Change Manufacturer Model # Serial # Pace B-24 FC DWDi 94-75292-02 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 15 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL VALENCIA LIBRARY 23743 VALENCIA BLVD SANTA CLARITA, CA 91355-2105 Product: Split Systei Quantity: 1 Coverage Level: Basic Customer Taa SPLIT IN SERVER ROOM Product: Air Handling Unit Quantity: 1 Coverage Level: Basic Customer Taa VFD#1 with Electric Heat, <7.5 Tons Services Provided 1 Condenser Coil Cleaning 3 Operational (Mid Season - Cooling/Heating) 1 Cooling Comprehensive Manufacturer Model # Serial # Samsung FIELD UPDATE NEED SERVER ROOM Variable ncy Drive (VFD), <15 HP Services Provided 3 Operational 1 Comprehensive Manufacturer Model # Serial # ABB ACS550-U1-012A-4 2062100469 Product: Air Handling Unit (AHU), Variable Frequency Drive (VFD), 15-30 HP Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # VFD#2 ABB ACS550-U1-038A-4 2062101039 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 16 of 95 Johnson Controls Planned Service Proposal r' -' <-- CITY OF SANTA CLARITA CITY HALL OLD TOWN NEWHALL LIBRARY 22601 LYONS AVE SANTA CLARITA, CA 91321-2854 Product: VAV Box, All Quantity: 29 Coverage Level: Basic Services Provided 2 Operational Customer Taa Manufacturer Model # Serial # (29) VAV Boxes Write -In 1-13MTCI5E Product: Boiler, Gas -Fired, High Efficiency, >10 HP Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive 1 Fireside Cleaning (gaskets not included) Customer Tag Manufacturer Model # Serial # Boiler 1 Parker Boiler TC210(L) 23195221902 Product: Cooling Tower, Spray Distribution, <300 Tons Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Tower Cleaning 1 Vibration Analysis (Fan) 1 Comprehensive Customer Taa Manufacturer Model # Serial # CT-1 Evapco Company USS1948 11412631 Product: Fan, Exhaust Fan, Ceiling Mou Quantity: 6 Coverage Level: Basic 0-5HP Services Provided 4 Operational 1 Belt Change Customer Taa Manufacturer Model # Serial # EF-1 Greenheck Fan Corp SQ-90-D-K 1253400411110 EF-2 Greenheck Fan Corp BSQ-130HP-4-X 126346741110 EF-2 Write -In BSQ-130HP-4-X 126346741110 EF-6 Greenheck Fan Corp 1-18UIR2FW EF-8 Greenheck Fan Corp SQ-80-D-X 126340041110 EF-8 Greenheck Fan Corp 1-143MF71I © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 17 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL OLD TOWN NEWHALL LIBRARY 22601 LYONS AVE SANTA CLARITA, CA 91321-2854 Product: Packaged, Commercial, Self Contained, <40 Tons Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 4 Return Air Filter Change 1 Comprehensive 1 Belt Change Customer Tag Manufacturer Model # Serial # Elevator room AC Liebert NO INFO NO INFO Product: Expansion Tank Quantity: 3 Coverage Level: Basic Customer Tag Expansion Tank #1 Expansion Tank #2 Expansion Tank #3 Product: Heat Pump, Water Quantity: 1 Coverage Level: Basic Customer Tag Heat Pump #1 Product: Pump, Variable Quantity: 2 Coverage Level: Basic Services Provided 4 Operational Manufacturer Model # Serial # Armstrong A4000-L 689077 Wilkins XT-18 12052056104 Lochinvar Corporation SIT080 K11I00032944 > 15 Tons Services Provided 1 Heating Comprehensive 2 Operational (Mid Season) 4 Standard Filter Change 1 Belt Change 1 Cooling Comprehensive Manufacturer Model # Serial # Bosch EC120-4VTC 2940-556-000001- 7735037169 Drive (VFD), <15 HP Services Provided 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Hot water pump #1 Yaskawa E7131313007T3 NA Hot water DumD #2 Yaskawa E7131313007T3 4W1192873880002 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 18 of 95 Johnson Controls Planned Service Proposal r' -' <-- CITY OF SANTA CLARITA CITY HALL OLD TOWN NEWHALL LIBRARY 22601 LYONS AVE SANTA CLARITA, CA 91321-2854 Product: Heater, Gas Infrared -All Quantity: 1 Coverage Level: Basic Customer Tag Manufacturer IR Heater Write -In Product: Pump, Hot Water, 0-10 HP Quantity: 2 Coverage Level: Basic Customer Tag Manufacturer P-1 Armstrong P-2 Armstrong Product: Pump, Condenser, 11-50 HP Quantity: 2 Coverage Level: Basic Customer Tag P-3 P4 Product: Split Systei Quantity: 2 Coverage Level: Basic Manufacturer Armstrong Armstrong <7.5 Tons Services Provided 3 Operational 1 Comprehensive Model # Serial # 1-13M3UWVD Services Provided 3 Operational 1 Comprehensive 1 Vibration Analysis Model # Serial # 4300522-083 1906 4300522-083 1918 Services Provided 3 Operational 1 Comprehensive 1 Vibration Analysis Model # Serial # 4300531-083 1547 4300531-083 1549 Services Provided 1 Cooling Comprehensive 1 Condenser Coil Cleaning 3 Operational (Mid Season - Cooling Only) Customer Tag Manufacturer Model # Serial # SCC-1 Mitsubishi MUY-D30NA-1 0001227 SCC-2 Mitsubishi MUT-D30NA-1 0001714 J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 19 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL OLD TOWN NEWHALL LIBRARY 22601 LYONS AVE SANTA CLARITA, CA 91321-2854 Product: Builtup Unit, Supply -Return Quantity: 2 Coverage Level: Basic Customer Tag Manufacturer SV-1 Aaon Inc SV-2 Aaon Inc Product: Cooling Tower, Variable Quantity: 1 Coverage Level: Basic Customer Tag Manufacturer VFD FOR CT Yaskawa Product: Contractor - Water Treatment Quantity: 1 Coverage Level: Basic Customer Tag 10-40 H P Services Provided 3 Operational 4 Filters, Standard Pleated 1 Comprehensive Model # Serial # SA-035-3-A-ER09- 201109-ASCM00122 000 SA-035-3-A-ER09- 201110-ASCM00123 000 Drive (VFD), 15-30 HP Services Provided 3 Operational 1 Comprehensive Model # Serial # FIELD UPDATE VFD FOR CT 1 NEEDED Services Provided 1 Preventive Maintenance Manufacturer Model # Serial # © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 20 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL PUBLIC WORKS CORP YARD 25663 AVENUE STANFORD SANTA CLARITA, CA 91355-1103 Product: Split System, Cooling with Electric Heat, <7.5 Tons Quantity: 2 Services Provided Coverage Level: Basic 3 Operational (Mid Season - Cooling/Heating) 1 Cooling Comprehensive 1 Condenser Coil Cleaning 4 Return Air Filter Change Customer Tag Manufacturer Model # Serial # AC-1 Mitsubishi MUZ-GE18MA 0004077T AC2 Mitsubishi MUZ-GE18NA 2002082 Product: Roof Top Unit (RTU), Cooling/Electric Heating, with Economizer, <8 Tons Quantity: 7 Services Provided Coverage Level: Basic 1 Condenser Coil Cleaning 4 Standard Filter Change 3 Operational (Mid Season - Cooling/Heating with Economizer) 1 Cooling Comprehensive (with Economizer) Customer Tag Manufacturer Model # Serial # AC-1 Carrier 48VGNA3609060 3617C38300 AC-10 JCI_YORK PCG4B600652X2B W21`0911254 AC-2 Carrier 48VGNA4809060 3617C38324 AC-3 Carrier 48VGNA6009060 3617C38327 AC-4 Carrier 48VGNA6009060 3617C38328 AC-7 Carrier 48LCLO04AZA6AOAOA 3617C85558 0 Ac-5 Carrier 48LCLO06AZA6AOAOA 3517C85524 0 Product: Heat Pump, Air Cooled, 0-5 Tons Quantity: 2 Services Provided Coverage Level: Basic 1 Belt Change 2 Operational (Mid Season) 1 Cooling Comprehensive 1 Heating Comprehensive 4 Standard Filter Change 1 Condenser Coil Cleaning Customer Tag Manufacturer Model # Serial # AC-11 Carrier SUN FADED 1-18AONAPR Ac-12 Thermal Zone TZAA-324-2A757 8342WO81324831 Product: Fan, Exhaust Fan, Roof Quantity: 17 Coverage Level: Basic 0-5 HP Services Provided 4 Operational 1 Belt Change © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 21 of 95 Johnson Controls Planned Service Proposal r' -' <-- CITY OF SANTA CLARITA CITY HALL PUBLIC WORKS CORP YARD 25663 AVENUE STANFORD SANTA CLARITA, CA 91355-1103 Customer Taa Manufacturer Model # Serial # AE 1 Greenheck Fan Corp SWB-36-50X. 93E00724 EF-1 Cook Fans 1-18APUHXU EF-11 Cook Fans 1-18APTBV4 EF-2 Cook Fans 1-18APYL5A EF-4N Greenheck Fan Corp SWB-36-50X 93E00725 EF-5N Greenheck Fan Corp SWB-36-50 93E00726 EF-7N Greenheck Fan Corp SWB-27-20X 93E00723 EF-9 Greenheck Fan Corp SWB-15-7 93E03756 EF-NB Greenheck Fan Corp SWB-15-7 93E03757 EF10 Cook Fans EF10 _EF10 Exhaust Fans Write -In 1-13MSBHFH NA Greenheck Fan Corp 1-18APQHL6 NA Cook Fans 120ACRU/ 120ACRU 138SE17139-02/0025804 B Na Loren Cook Company 300CPS 1-18AQ75SI Na Loren Cook Company 300CPS 1-18AQ64DQ Na Loren Cook Company 300CPS 1-18APYLCS Na Loren Cook Company 300CPS 057-1 1/2 - 1725/1140 3- 60-230 Product: Roof Top Unit (RTU), Cooling/Gas Heating, with Economizer, 15.5-25 Tons Quantity: 2 Services Provided Coverage Level: Basic 2 Operational (Mid Season - Cooling/Heating with Economizer) 4 Standard Filter Change 1 Belt Change 1 Condenser Coil Cleaning 1 Cooling Comprehensive (with Economizer) 1 Gas Heating Comprehensive (with Economizer) Customer Taa Manufacturer Model # Serial # Ac-6 Carrier 48LCL004A2A6AOAOA 3617C85559 0 Ac-8 Carrier 48VGNB2404030TP 3617C04821 Product: Roof Top Unit (RTU), Cooling/Gas Heating, without Economizer, 25.5-60 Tons Quantity: 1 Services Provided Coverage Level: Basic 1 Belt Change 1 Cooling Comprehensive (without Economizer) 1 Condenser Coil Cleaning 2 Operational (Mid Season - Cooling/Heating without Economizer) 4 Standard Filter Change 1 Gas Heating Comprehensive (without Economizer) Customer Taa Manufacturer Model # Serial # Ac-9 Carrier 48VGNB2404030TP 3417C03036 © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 22 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL PUBLIC WORKS CORP YARD 25663 AVENUE STANFORD SANTA CLARITA, CA 91355-1103 Product: Cooling Tower, Evaporative Condenser, <300 Tons Quantity: 9 Services Provided Coverage Level: Basic 3 Operational 1 Vibration Analysis (Fan) 1 Comprehensive Customer Taa Manufacturer Model # Serial # EC1 Adobe Aire DM120G E04252416 EC10 Champion Cooler AD200 AE710003 Company EC2 Adobe Aire DM120G D041212600 EC3 Adobe Aire DM120G E04252434 EC4 Adobe Aire DM120G D0412585 EC5 Adobe Aire DM120G D04121586 EC6 Champion Cooler AD200 AD7100009 Company EC7 Champion Cooler AD200 AD71500010 Company EC8 Champion Cooler AD200 AF7150002 Company Product: Terminal Fan Coil Unit (FCU), Horizontal Air Flow, 300-1200 CFM Quantity: 2 Services Provided Coverage Level: Basic 3 Operational 4 Air Filter Change 1 Belt Change 1 Comprehensive Customer Taa Manufacturer Model # Serial # FC-11 Carrier F134ANA030 2392HO8395 Server Room unit Thermal Zone A18-00 9608134759 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 23 of 95 Johnson Controls Planned Service Proposal -._ ,._ —— CITY OF SANTA CLARITA CITY HALL CHANNEL 20 PUBLIC ACCESS TV STUDIOS 22505 14TH ST SANTA CLARITA, CA 91321-1500 Product: Roof Top Unit (RTU), Cooling Only, with Economizer, <8 Tons Quantity: 3 Services Provided Coverage Level: Basic 3 Operational (Mid Season - Cooling Only with Economizer) 1 Cooling Comprehensive (with Economizer) 4 Standard Filter Change 1 Belt Change Customer Taa Manufacturer Model # Serial # AC-1 Rheem NO NAME PLATE NO NAME PLATE INFO INFO AC-2 Rheem RPDC-101CLA 5044G41940457 Ac-3 Rheem RQPL-B0243K F041600925 Product: Heat Pump, Air Cooled, 5.5-10 Tons Quantity: 1 Services Provided Coverage Level: Basic 4 Standard Filter Change 1 Condenser Coil Cleaning 1 Cooling Comprehensive 1 Heating Comprehensive 2 Operational (Mid Season) Customer Taa Manufacturer Model # Serial # AC-4 Bryant 582ANW03606ONBAF 1704G31386 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 24 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL ]AN HEIDT NEWHALL METROLINK STATION 24300 RAILROAD AVE SANTA CLARITA, CA 91321 Product: Split System, Cooling Only, <7.5 Tons Quantity: 2 Services Provided Coverage Level: Basic 4 Return Air Filter Change 1 Condenser Coil Cleaning 3 Operational (Mid Season - Cooling Only) 1 Cooling Comprehensive Customer Taa Manufacturer Model # Serial # AC-2 Carrier FB4ANF018000AFAA 2199A16467 Ac-1 Carrier FB4ANF018 2199A16461 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 060 Controls Page 25 of 95 Johnson Controls Planned Service Proposal r' -' <-- CITY OF SANTA CLARITA CITY HALL SANTA CLARITA BUSINESS INCUBATOR 22704 9TH ST SANTA CLARITA, CA 91321-2808 Product: Air Handling Unit (AHU), Mixed Air, <15 HP Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive 1 Belt Change 4 Standard Filter Change Customer Taa Manufacturer Model # Serial # AHU 1 3CI_YORK AP-170 (4147) AHU- CENM23268D 1 Product: Chiller, Air Cooled, Scroll, 10-40 Tons Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive 1 Condenser Coil Cleaning Customer Tag Manufacturer Model # Serial # Air Cooled Chiller Write -In YCAL0030EC28XCAS RENM008405 DTXLXXBL Product: Boiler, Gas -Fired, Atmospheric, 0-10 HP Quantity: 1 Coverage Level: Basic Customer Tag Boiler 1 Services Provided 3 Operational 1 Comprehensive 1 Fireside Cleaning (gaskets not included) Manufacturer Model # Serial # Rbi Water Heaters D130400NO2A2CA 050435148 Product: Condensing Unit, Air Cooled, Scroll, <10 Tons Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Condenser Coil Cleaning 1 Comprehensive Customer Tag Manufacturer Model # Serial # CU-1 Mitsubishi MU-A09WA 2000666 T © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 26 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL SANTA CLARITA BUSINESS INCUBATOR 22704 9TH ST SANTA CLARITA, CA 91321-2808 Product: Pump, Chilled Water, 0-10 HP Quantity: 1 Coverage Level: Basic Services Provided 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # CWP- 1 Bell & Gossett 346576 iSSF295D81 Product: Fan, Exhaust Fan, Roof Mounted, 0-5 HP Quantity: 3 Services Provided Coverage Level: Basic 4 Operational 1 Belt Change Customer Tag Manufacturer Model # Serial # EF-1 Greenheck Fan Corp GB-101HP-4-X 13716785 EF-2 Greenheck Fan Corp GB-071-6-X 13716786 EF-3 Jenn-Air 90CRU-313 1-18S8NS70 Product: Expansion Tank Quantity: 2 Coverage Level: Basic Customer Tag ET-1 ET-2 Services Provided 4 Operational Manufacturer Model # Serial # Wessels NB 93819 NA000 Wessels 93813 1-18S70IMA Product: Heat Pump, Air Cooled, 0-5 Tons Quantity: 2 Coverage Level: Basic Customer Tag Manufacturer HP-1 Mitsubishi HP-2 Mitsubishi Services Provided 1 Heating Comprehensive 4 Standard Filter Change 1 Belt Change 2 Operational (Mid Season) 1 Condenser Coil Cleaning 1 Cooling Comprehensive Model # Serial # PUZ-A30NHA4 3ZU02021A PUZ-A18NHA4 3ZU03409A © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 27 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL SANTA CLARITA BUSINESS INCUBATOR 22704 9TH ST SANTA CLARITA, CA 91321-2808 Product: Pump, Hot Water, 0-10 HP Quantity: 1 Coverage Level: Basic Services Provided 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # HWP-1 Armstrong 810119MF-003 0616 Product: Split Systei Quantity: 1 Coverage Level: Basic Customer Tag Server room unit <7.5 Tons Services Provided 3 Operational (Mid Season - Cooling Only) 4 Return Air Filter Change 1 Belt Change 1 Cooling Comprehensive 1 Condenser Coil Cleaning Manufacturer Model # Serial # Mitsubishi MS-A09WA-1 4000160 T Product: Air Handling Unit (AHU), Variable Frequency Drive (VFD), <15 HP Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # VFD 1 Honeywell HVFDSDA30075G100 C151100906. Product: Contractor - Water Treatment Quantity: 1 Services Provided Coverage Level: Basic 1 Preventive Maintenance Customer Tag Manufacturer Model # Serial # © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 28 of 95 Johnson Controls Planned Service Proposal - - - _1d for CITY OF SANTA CLARITA CITY HALL SANTA CLARITA BUSINESS INCUBATOR 22704 9TH ST SANTA CLARITA, CA 91321-2808 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 29 of 95 Johnson Controls Planned Service Proposal ' `_, CITY OF SANTA CLARITA CITY HALL TRANSIT MAINTENANCE FACILITY 28250 CONSTELLATION RD SANTA CLARITA, CA 91355-5000 Product: Boiler, Gas -Fired, Water Tube, <50HP Quantity: 1 Coverage Level: Basic Services Provided 3 Operational 1 Fireside Cleaning (gaskets not included) 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler 1 RayPak H3-0752 0410227322 Product: Heat Pump, Water Cooled, 0-5 Tons Quantity: 12 Services Provided Coverage Level: Basic 1 Cooling Comprehensive 4 Standard Filter Change 1 Belt Change 3 Operational (Mid Season) Customer Tag Manufacturer Model # Serial # CRAC-A-1. Server room Data Aire DTWD-0534 2004-3545-B CRAC-A-2. Server room Data Aire DTWD-0534 2004-3546-B HP-A-1 SE Quad interior zone Climate Master GLV080AFC3CCFTS G10630954 HP-A-11. E quad Hall ways Climate Master GLV100AFC3ECBTS G10630956 HP-A-2 squad exterior zone Climate Master GSV036AFC30TRTS G10626610 HP-A-3 sw squad interior zone Climate Master GLV100AFC3ECBTS G10630957 HP-A-4a Climate Master GSH048AFC30TLBS G10626683 HP-A-5 NW Quad Interior Zone Climate Master GLV080AFC3CCFTS G10630955 HP-A-6- NW quad exterior zone Climate Master GSV036AFC30TRTS G10626609 HP-A-7 NE Quad interior Zone Climate Master GSV060AFC30TLTS G11744214 RTU (HP-A-10) E Quad Trane GERA06041C0300HP- W05D18426 Dispatch Area A10 RTU (HP-A-9) E Quad Trane GERA12041CO200HP W05D18425 Drivers Break room -A-9 Product: Pui Quantity: 4 Coverage Level Customer Tag CT -pump CWP-1 CWP-2 CWP-3 Chilled Water, 0-10 HP Services Provided Basic 3 Operational 1 Comprehensive Manufacturer Model # Serial # Baltimore Aircoil BAC300210 SW03137BS-3/21 Bell & Gossett 1510 BF 7.750 CT3589-01 L40 Bell & Gossett 1510 BF 9.125 CT3586-02 K40 Bell & Gossett 1510 BF 9.125 CT3586-01 K40 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 30 of 95 Johnson Controls Planned Service Proposal ' `_, CITY OF SANTA CLARITA CITY HALL TRANSIT MAINTENANCE FACILITY 28250 CONSTELLATION RD SANTA CLARITA, CA 91355-5000 Product: Split Systei Quantity: 11 Coverage Level: Basic Customer Ta CU-B-10 CU-B-11 CU-B-12 CU-B-1 Maint conf room CU-B-3 CU-B-4 CU-B-5 CU-B-6 CU-B-7 CU-B-8 CU-B-9 Product: Coi Quantity: 2 Coverage Level with Electric Heat, <7.5 Tons Services Provided 3 Operational (Mid Season - Cooling/Heating) 1 Cooling Comprehensive 4 Return Air Filter Change 1 Condenser Coil Cleaning Manufacturer Model # Serial # Fujitsu AOU9RL2 EXN 025480 Carrier 38QR036C-321 1803X67443 Carrier 38QR036C-321 1803X67440 Carrier 38BKO09130 3004Y22217 United Technologies 38BKO09130 3004122215 Carrier Fujitsu AOU9RL2 EXN 017100 Carrier 38GVQ009-1 3813V50543 Carrier 38QR060C-611 5003X75603 Carrier 38BKO09130 3004Y22221 Carrier UNKNOW 1-12SKX107 Carrier 38BNE018311 2705V14107 Services Provided Basic 3 Operational 1 Comprehensive 4 Standard Filter Change Customer Tag Manufacturer Model # Serial # Computer Room Unit #1 Write -In 1-13M9NN3E Computer Room Unit #2 Write -In 1-13M9NN4S Product: Cooling Tower, Variable Quantity: 1 Coverage Level: Basic Customer Tag Manufacturer Cooling Tower VFD Write -In Drive (VFD), 15-30 HP Services Provided 3 Operational 1 Comprehensive Model # Serial # 1-13M9NN9Y Product: Fan, Exhaust Fan, Roof Mounted, 0-5 HP Quantity: 30 Services Provided Coverage Level: Basic 4 Operational 1 Belt Change © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 31 of 95 Johnson Controls Planned Service Proposal - - - _1d for CITY OF SANTA CLARITA CITY HALL TRANSIT MAINTENANCE FACILITY 28250 CONSTELLATION RD SANTA CLARITA, CA 91355-5000 Customer Taa Manufacturer Model # Serial # EF-A-10 Cook Fans 70 ACE 138S807079-00/0004601 EF-A-11 Cook Fans 80 ACE 138S807079-00/0005901 EF-A-12 Cook Fans 80 ACE 138S807079-00/0005902 EF-A-5 Cook Fans 135 ACE 138S807079-00/0000701. EF-A-5 Cook Fans 135 ACE 138S807079-00/0000701 EF-A-6 Cook Fans 135 ACE 138S807079-00/0000702 EF-A-7 Cook Fans 120 ACE 138S807079-00/0002001 EF-A-8 Cook Fans 100 ACE 138S807079-00/0003301 EF-B-1 Cook Fans 225CPA 138S807079-01/0000701 EF-6-10 Cook Fans 380CPA. 138S812701-01/0000701. EF-13-11 Cook Fans 210CPA 138S812701-01/0010802 EF-B-12 Cook Fans 120 CPV 120 CPV 138S812701-01/0008102 EF-13-13 Cook Fans 120 CPV 120 CPV 138S812701-01/0008103 EF-B-14 Cook Fans 150 CPV 150 CPV 138S812701-01/0002301 EF-13-16 Cook Fans 330 CPA 330 CPA 138S812701-01/0003601 EF-B-17 Cook Fans 270 CPA 270 CPA 138S812701-01/0005101 EF-13-18 Cook Fans 330 CPA 330 CPA 138S812701-01/0003602 EF-B-19 Cook Fans 330 CPA 330 CPA 138S812701-01/0003603 EF-B-2 Cook Fans 330 CPA 330 CPA 138S812701-01/0002101 EF-B-20 Cook Fans 270 CPA 270 CPA 138S812701-01/0005102 EF-13-21 Cook Fans 300CPV 138S812701-01/0006701 EF-B-22 Cook Fans 300 CPV 300 CPV 138S812701-01/0006702 EF-B-3 Cook Fans 100 ACE 100 C213 138S812701-01/0000701 EF-B-4 Cook Fans 70 ACE 70C213 138S812701-00/0002001 EF-B-5 Cook Fans 135 ACE 135C4B 138S812701-00/0003401 EF-B-6 Cook Fans 135 ACE 135C3B 13SS812701-00/0004801 EF-B-7 Cook Fans 120 CPV 0008101 EF-B-9 Cook Fans 210 KPA 0010801 HEFA1 Cook Fans 135 CPA 138S80709-01/0003501 PR30 Cook Fans 300 PR 138S81270100/0007306 Product: Fan, Exhaust Fan, Roof Mou Quantity: 1 Coverage Level: Basic Customer Tan E F-B-8 Product: Expansion Tank Quantity: 1 Coverage Level: Basic Manufacturer Cook Fans >15 HP Services Provided 4 Operational Model # 245 CPV Serial # 0009501 Services Provided 4 Operational Customer Tan Manufacturer Model # Serial # EXT-1 Bell & Gossett D 20 V 128039 © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 32 of 95 Johnson Controls Planned Service Proposal ' `_, CITY OF SANTA CLARITA CITY HALL TRANSIT MAINTENANCE FACILITY 28250 CONSTELLATION RD SANTA CLARITA, CA 91355-5000 Product: Terminal Fan Coil Unit (FCU), Horizontal Air Flow, 300-1200 CFM Quantity: 8 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive Customer Taa Manufacturer Model # Serial # FC-B-1 United Technologies 40QNE009100 3804Y30541 Carrier FC-13-10 Fujitsu ASU9RL2 EXA 027333 FC-B-3 United Technologies 40QNE009100 3804Y30538 Carrier FC-B-4 Fujitsu ASU9RL2 EXA 017237 FC-B-5 Carrier 40GVQ009-1 0314V52289 FC-B-6 Carrier N 1-18U5G8DT UV-13-11 Carrier 1-18TWUWOI UV-13-12 Carrier 1-18TWR386 Product: Cooling Tower, Spray Distribution, <300 Tons Quantity: 2 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive 1 Tower Cleaning 1 Vibration Analysis (Fan) Customer Taa Manufacturer Model # Serial # FLC-002 Marley Cooling Towers LW0323131 CT-2 FIELD UPDATE NEEDED flc-001 Marley Cooling Towers LW0323131 CT-1 FILED UPDATE NEEDED Product: Heat Pump, Air Cooled, 0-5 Tons Quantity: 1 Services Provided Coverage Level: Basic 1 Condenser Coil Cleaning 1 Cooling Comprehensive 1 Heating Comprehensive 2 Operational (Mid Season) 4 Standard Filter Change Customer Tag Manufacturer Model # Serial # HP-A-13 NE QUAD IDF RM Climate Master GSH015BGC30TL85 G10627073 Product: Air Handling Unit (AHU), Make -Up Air Unit (MAU), <15 HP Quantity: 3 Services Provided J' Johnson 60 © 2023 Johnson Controls, Inc. Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 33 of 95 Johnson Controls Planned Service Proposal ' `_, CITY OF SANTA CLARITA CITY HALL TRANSIT MAINTENANCE FACILITY Coverage Level: Basic 28250 CONSTELLATION RD SANTA CLARITA, CA 91355-5000 3 Operational 4 Standard Pleated Filter Change 1 Belt Change 1 Comprehensive Customer Taq Manufacturer Model # Serial # MAU-B-1 Reznor HRP13125-8-5-2 EBD366XN007915 SF-A-5 Loren Cook Company 150SQIB 38580707900 SF-A-6 Loren Cook Company 90SQIB 138580707900 Product: Heater, Gas Infrared -All Quantity: 15 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive Customer Taq Manufacturer Model # Serial # RH-B-1 Reznor VR50 BDF80U2N25958X RH-B-2 Reznor VR50 BDF80U2N2595 RH-B-3 Reznor VR50 BDF80U2N25959X RH-B-4 Reznor VR50 BDF80U2N25961X RH-B-5 Reznor VR50 13DI80U2N51330X RH-B-6 Reznor VR50 BD380U2N54041X UH-13-10 Reznor UDAP30 BDH79X7N4045ZX UH-B-11 Reznor UDAP30 BDH79X7N4044ZX UH-13-12 Reznor UDAP30 BDH79X7N40416X UH-B-13 Reznor UDAP30 BDH79X7N40424X UH-13-14 Reznor UDAP30 1-18U8262W UH-B-15 Reznor UDAP30 BDH79X7N4041YX UH-B-7 Reznor UDAP30 BDH79X7N40419X UH-B-8 Reznor UDAP30 BDH79X7N4046ZX UH-B-9 Reznor UDAP30 BDI79X7N49613X Product: Furnace, All Quantity: 1 Coverage Level: Basic Services Provided 3 Operational 1 Comprehensive Customer Taq Manufacturer Model # Serial # UH-B-5 Reznor UDAP30 BDH79X7N44292X Product: Contractor - Water Treatment Quantity: 1 Services Provided Coverage Level: Basic 1 Preventive Maintenance © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 34 of 95 Johnson Controls Planned Service Proposal - - - _1d for CITY OF SANTA CLARITA CITY HALL TRANSIT MAINTENANCE FACILITY Customer Taa Manufacturer 28250 CONSTELLATION RD SANTA CLARITA, CA 91355-5000 Model # Serial # © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 35 of 95 Johnson Controls Planned Service Proposal ' `_, CITY OF SANTA CLARITA CITY HALL ]O ANNE DARCY LIBRARY 18601 SOLEDAD CANYON RD SANTA CLARITA, CA 91351-3726 Product: Heat Pump, Air Cooled, 0-5 Tons Quantity: 9 Coverage Level: Basic Services Provided 2 Operational (Mid Season) 4 Standard Filter Change 1 Heating Comprehensive 1 Cooling Comprehensive 1 Condenser Coil Cleaning Customer Taa Manufacturer Model # Serial # C1 JCI_YORK PHE413483113 W21\10519753 C2 JCI_YORK PHE413483113 W2A1519792 C3 JCI_YORK PHE413483113 W2A1519842 L1 JCI_YORK PHE413603113 W2A1520304 L2 JCI_YORK PHE4136034A W2H1340223 L4 JCI_YORK PHE413603113 W2A1520310 L5 JCI_YORK PHE4136034A W2H1340220 L6 JCI_YORK PHE413603113 W2A1520296 L7 JCI_YORK PHE4A2424A W2E1044470 Product: Heat Pump, Air Cooled, 5.5-10 Tons Quantity: 1 Services Provided Coverage Level: Basic 1 Cooling Comprehensive 1 Condenser Coil Cleaning 4 Standard Filter Change 2 Operational (Mid Season) 1 Heating Comprehensive Customer Taa Manufacturer Model # Serial # L3 JCI_YORK XXE08A2B3AA1A111 N21\10518895 A2 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 36 of 95 Johnson Controls Planned Service Proposal - - - _1d for CITY OF SANTA CLARITA CITY HALL OLD TOWN NEWHALL PARKING STRUCTURE 9TH ST SANTA CLARITA, CA 91321 Product: Split Systei Quantity: 5 Coverage Level: Basic Customer Tag Cu 1 CU 2 CU 3 SFC 1 SFC 2 <7.5 Tons Services Provided 1 Condenser Coil Cleaning 3 Operational (Mid Season - Cooling Only) 1 Cooling Comprehensive Manufacturer Model # Serial # Carrier 24AHA436A300 117X25238 Carrier 24AHA436A300 1917X97446 Carrier 24AHA436A300 1117X25214 Cac/Bdp 40MKCB32B-3 0317V00173 Carrier 401VIKC13326-3 0317V00170 Product: Fan, Exhaust Fan, Ceiling Mou Quantity: 3 Coverage Level: Basic 0 - 5HP Services Provided 4 Operational 1 Belt Change Customer Tag Manufacturer Model # Serial # EF 1 Cook Fans 330 SQN 138SG96852-00/0000701 EF-2 Cook Fans 70 SQN 138SG96852-00/0002101 SF 1 Cook Fans 19580NB 1388G96852-OOZ0003901 Product: Air Handling Unit (AHU), Variable Frequency Drive (VFD), <15 HP Quantity: 2 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # EF1 VFD Yaskawa CIMR-ZU4AOO11FAA 1W1741501730001 SF 1 VFD Yaskawa CIMR-ZU4A0005FAA 1W1731474540001 Product: Terminal Product, Fan Coil Unit (FCU), Horizontal Air Flow, 300-1200 CFM Quantity: 1 Services Provided Coverage Level: Basic 3 Operational 1 Comprehensive © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 37 of 95 Johnson Controls Planned Service Proposal - - - _1d for CITY OF SANTA CLARITA CITY HALL OLD TOWN NEWHALL PARKING STRUCTURE 9TH ST SANTA CLARITA, CA 91321 Customer Tan Manufacturer Model # Serial # SFC-3 Cac/Bdp 1-18UHWBKU © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 060 Controls Page 38 of 95 Johnson Controls Planned Service Proposal - - - _1d for CITY OF SANTA CLARITA CITY HALL SANTA CLARITA METROLINK STATION 22122 SOLEDAD CANYON RD SANTA CLARITA, CA 91350-2627 Product: Split System, Cooling with Electric Heat, <7.5 Tons Quantity: 1 Services Provided Coverage Level: Basic 1 Condenser Coil Cleaning 1 Cooling Comprehensive 3 Operational (Mid Season - Cooling/Heating) 4 Return Air Filter Change Customer Taa Manufacturer Model # Serial # Metrolink Station Split System Trane 4A61-16036H1000AD 21484MW64F © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 39 of 95 Johnson Controls Planned Service Proposal r' ' <-- CITY OF SANTA CLARITA CITY HALL VIA PRINCESSA METROLINK STATION 19201 VIA PRINCESSA SANTA CLARITA, CA 91350 Product: Heat Pump, Air Cooled, 0-5 Tons Quantity: 1 Services Provided Coverage Level: Basic 4 Standard Filter Change 1 Condenser Coil Cleaning 1 Cooling Comprehensive 3 Operational (Mid Season) Customer Tag Manufacturer Model # Serial # Mini split Carrier 38MVQ009- - - 1 0308VO2307 Product: Split Systei Quantity: 1 Coverage Level: Basic Customer Tag Via Princessa Split System with Electric Heat, <7.5 Tons Services Provided 1 Condenser Coil Cleaning 1 Cooling Comprehensive 3 Operational (Mid Season - Cooling/Heating) 4 Return Air Filter Change Manufacturer Model # Serial # Carrier 40MVQ009 - - -1 1708V16388 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 40 of 95 Johnson Controls Planned Service Proposal for CITY OF SANTA CLARITA CITY HALL Equipment tasking Air Compressor/Dryer, Air Compressor, Commercial, 5-20 HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Drain condensate from tank and check traps Check safety relief valve Check condition of pulley and belts (if applicable) Inspect air filters and wash or replace as needed Replace oil in compressor and check for proper level Lubricate motor bearings (per manufacturer's recommendations) Check PE switch and starter Check pressure reducing station for proper operation Inspect pressure reducing station filters and clean or replace as required Check for proper operation of air drier Check air drier condenser coil Brush air dryer, condenser and cover grills as required Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Drain condensate from tank and check traps Check safety relief valve Check condition of pulley and belts (if applicable) Inspect air filters Check for proper oil level in compressor Lubricate motor bearings (per manufacturer's recommendations) Check PE switch and starter Check pressure reducing station for proper operation Check for proper operation of air drier Check air drier condenser coil Brush air dryer, condenser and cover grills as required Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Air Compressor/Dryer, Air Compressor, Commercial, <5 HP © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 41 of 95 Johnson Controls Planned Service Proposal for CITY OF SANTA CLARITA CITY HALL Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Drain condensate from tank and check traps Check safety relief valve Check condition of pulley and belts (if applicable) Inspect air filters and wash or replace as needed Replace oil in compressor and check for proper level Lubricate motor bearings (per manufacturer's recommendations) Check PE switch and starter Check pressure reducing station for proper operation Inspect pressure reducing station filters and clean or replace as required Check for proper operation of air drier Check air drier condenser coil Brush air dryer, condenser and cover grills as required Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Drain condensate from tank and check traps Check safety relief valve Check condition of pulley and belts (if applicable) Inspect air filters Check for proper oil level in compressor Lubricate motor bearings (per manufacturer's recommendations) Check PE switch and starter Check pressure reducing station for proper operation Check for proper operation of air drier Check air drier condenser coil Brush air dryer, condenser and cover grills as required Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Make -Up Air Unit (MAU), <15 HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 42 of 95 Johnson Controls Planned Service Proposal for CITY OF SANTA CLARITA CITY HALL Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Standard Pleated Filter All work must be performed in accordance with Johnson Controls safety Change policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 43 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Mixed Air, 15-30 HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 44 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Mixed Air, <15 HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 45 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Return Air, 15-30 HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 46 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Return Air, 35-60 HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 47 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Variable Frequency Drive (VFD), 15-30 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 48 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Air Handling Unit (AHU), Variable Frequency Drive (VFD), <15 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Gas -Fired, Atmospheric, 0-10 HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Check combustion damper operation (if applicable) Check operation of primary boiler pump (if applicable) Verify proper operation of low water cut-out control Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 49 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion damper operation (if applicable) Check operation of primary boiler pump (if applicable) Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Fireside Cleaning All work must be performed in accordance with Johnson Controls safety (gaskets not included) policies Check with appropriate customer representative for operational deficiencies Remove access panels Brush fireside surfaces Reinstall access panels Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Gas -Fired, Fire Tube, <50 HP Combustion Analysis All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform combustion analysis procedures Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check combustion blower motor operation © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 50 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Gas -Fired, High Efficiency, >10 HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Inspect condensate piping , trap and drain Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check combustion blower motor operation Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 51 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Inspect condensate piping , trap and drain Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Fireside Cleaning All work must be performed in accordance with Johnson Controls safety (gaskets not included) policies Check with appropriate customer representative for operational deficiencies Remove access panels Brush fireside surfaces Reinstall access panels Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Gas -Fired, Water Tube, <50HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check combustion blower motor operation Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 52 of 95 Johnson Controls Planned Service Proposal for CITY OF SANTA CLARITA CITY HALL Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Fireside Cleaning All work must be performed in accordance with Johnson Controls safety (gaskets not included) policies Check with appropriate customer representative for operational deficiencies Remove access panels Brush fireside surfaces Reinstall access panels Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Builtup Unit, Supply -Return Fan, 10-40HP Comprehensive Check with appropriate customer representative for operational deficiencies Check operation of control system and dampers Check safeties Check sheaves and pulleys for wear and alignment Check step controller (as applicable) Check and tighten bolts, set screws and collars Check supply and control air pressures Check thermal cutout on electric heaters (as applicable) Clean area around equipment Clean starter and cabinet Check and tighten electrical connections Inspect fan wheel and shaft for wear Log operating conditions system stabilizer Lube fan shaft and motor bearings Motor lead megohm test Test high static pressure © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 53 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check belt guard Test low static pressure Test low temperature safety devices Check belts and adjust tension Perform Annual Comprehensive maintenance tasks in addition to inspection and testing procedures Check condition of contacts Check contactors for free and smooth operation Check damper wear, security and linkage Check fan blades Check fan and motor bearings Complete any required maintenance checklists, report observations to appropriate customer representative Filters, Standard Check with appropriate customer representative for operational deficiencies Pleated Replace air filters per agreement Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Complete any required maintenance checklists, report observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Check sheaves and pulleys for wear and alignment Check supply and control air pressures Clean area around equipment Check and tighten electrical connections Inspect fan wheel and shaft for wear Test high static pressure Check belt guard Test low static pressure Test low temperature safety devices Check belts and adjust tension Check condition of contacts Check contactors for free and smooth operation Check fan blades Check fan and motor bearings Complete any required maintenance checklists, report observations to appropriate customer representative Chiller, Air Cooled, Scroll, 10-40 Tons Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Spray coil(s) with chemical solution Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 54 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check for proper chilled water flow Check system pressures and temperatures Check refrigerant charge (sight glass) Check for proper capacity control operation Check for proper crank case heater operation (if applicable) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Check for proper condenser fan operation Check overall condition of unit Record and log all operating parameters Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for visual signs of refrigerant/oil leak(s) Conduct refrigerant leak check Check for proper crank case heater operation (if applicable) Perform lock -out and tag -out procedure Inspect condenser fan and compressor contactors for wear Check and tighten electrical connections Perform preventative procedures to flow proving devices Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Computer Room Unit, with Water Cooled Condenser, <5 Tons Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for proper humidifier operation Check humidifier pan for signs of debris Check water make-up valve for leaks Check blower motor operation Check condition of pulley and belts Check dry cooler fan motors and blades (if applicable) Check the dry cooler coil for debris (if applicable) Visually check for glycol leaks (if applicable) Check condition of evaporator coil Check condition of filters © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 55 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical components for signs of over heating Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper humidifier operation Check humidifier pan for signs of debris Clean humidifier pan (if applicable) Replace humidifier canister or quartz bulbs (customer provided) Conduct refrigerant leak check Lubricate blower and motor bearings Check and tighten electrical connections Check contactor(s) Check operating controls Check water make-up valve for leaks Check blower motor operation Check condition and alignment of pulley and belts Check condition of evaporator coil Check condition of dry cooler coil (applicable) Check condition of filters Clean condensate pan and clear drain line Check operation of reheat function Visually check for glycol leaks (if applicable) Check for unusual noise and vibration Check overall condition of unit Record and log all operating parameters Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Condensing Unit, Air Cooled, Scroll, <10 Tons Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning (with louvers) policies Check with appropriate customer representative for operational deficiencies Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 56 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Review control panel for proper operation and recorded fault histories Check refrigerant charge (sight glass) Check for proper crank case heater operation (if applicable) Check for visual signs of refrigerant/oil leak(s) Check for proper condenser fan operation Check for unusual noise and vibration Check overall condition of unit Record and log all operating parameters Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for visual signs of refrigerant/oil leak(s) Conduct refrigerant leak check Check for proper crank case heater operation (if applicable) Perform lock -out and tag -out procedure Inspect condenser fan and compressor contactors for wear Check and tighten electrical connections Check for unusual noise and vibration Check overall condition of unit Record and log all operating parameters Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Tower, Evaporative Condenser, <300 Tons Vibration Analysis (Fan) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Record equipment specific information for reference Install pads and labels (if applicable) Install sensors in proper location. Start equipment and run at normal operating conditions. Record readings and remove sensors. Submit readings for report generation and deliver to customer with recommendations. Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of sump and basin Check for proper operation of make up water controller and adjust as needed Disassemble and clean sump level sensor (if applicable) Check for proper condenser water temperature control (if applicable) Check operation of bypass valve (if applicable) Check for spray nozzle blockage Check fan mechanical drive system and lubricate per manufacturer's recommendation Check belt(s) (if applicable) Check and tighten electrical connections Check operation of basin heater (if applicable) © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 57 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check tower sump screens Check for proper sump pump operation Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of sump and basin Check for proper operation of make up water controller Check for proper condenser water temperature control (if applicable) Check operation of bypass valve (if applicable) Check condition of heat transfer section Check for spray nozzle blockage Check fan mechanical drive system Check belt(s) (if applicable) Check operation of basin heater (if applicable) Check for proper sump pump operation Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Cooling Tower, Spray Distribution, <300 Tons Vibration Analysis (Fan) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Record equipment specific information for reference Install pads and labels (if applicable) Install sensors in proper location. Start equipment and run at normal operating conditions. Record readings and remove sensors. Submit readings for report generation and deliver to customer with recommendations. Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of sump and basin Check for proper operation of make up water controller and adjust as needed Disassemble and clean sump level sensor (if applicable) Check for proper condenser water temperature control (if applicable) Check operation of bypass valve (if applicable) Check condition of tower fill Check for spray nozzle blockage Check fan mechanical drive system and lubricate per manufacturer's recommendation Check belt(s) (if applicable) Check and tighten electrical connections Check operation of basin heater (if applicable) Check tower sump screens © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 58 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of sump and basin Check for proper operation of make up water controller Check for proper condenser water temperature control (if applicable) Check operation of bypass valve (if applicable) Check condition of tower fill Check for spray nozzle blockage Check fan mechanical drive system Check belt(s) (if applicable) Check operation of basin heater (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Tower Cleaning All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Drain tower and basin Remove soot and debris Clean basin Fill tower and basin Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Tower, Variable Frequency Drive (VFD), 15-30 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 59 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Expansion Tank Operational Check with appropriate customer representative for operational deficiencies Check for leaks Check for proper air cushion Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Fan, Exhaust Fan, Ceiling Mounted, 0 - 5HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Check rain guard Check and tighten electrical connections Clean area around equipment Inspect starter Lubricate as required Motor operating amps Check belt guard Check belt(s) (if applicable) Check drive condition Check electrical contacts Check fan blades Check for proper rotation Complete any required maintenance checklists, report observations to appropriate customer representative Fan, Exhaust Fan, Roof Mounted, 0-5 HP Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Check rain guard Check and tighten electrical connections Clean area around equipment Inspect starter J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 60 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Lubricate as required Motor operating amps Check belt guard Check belt(s) (if applicable) Check drive condition Check electrical contacts Check fan blades Check for proper rotation Complete any required maintenance checklists, report observations to appropriate customer representative Fan, Exhaust Fan, Roof Mounted, >15 HP Operational Check with appropriate customer representative for operational deficiencies Check rain guard Check and tighten electrical connections Clean area around equipment Inspect starter Lubricate as required Motor operating amps Check belt guard Check belt(s) (if applicable) Check drive condition Check electrical contacts Check fan blades Check for proper rotation Complete any required maintenance checklists, report observations to appropriate customer representative Furnace, All Comprehensive Check with appropriate customer representative for operational deficiencies Cycle thermostat and check for proper operation Check fan operation Check for unusual noise or vibration Check condition and operation of electric heat coil (if applicable) Check condition of heat exchanger and flue (if applicable) Check operation of gas power vents (if applicable) Inspect, clean and test operation of gas train valves, pilot/igniter assemblies and burner (if applicable) Check gas piping for leaks (if applicable) Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Cycle thermostat and check for proper operation Check fan operation Check for unusual noise or vibration Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Heat Pump, Air Cooled, 0-5 Tons J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 61 of 95 Johnson Controls Planned Service Proposal I-, CITY OF SANTA CLARITA CITY HALL Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Check condition of pulley and belts Check heating operation (when applicable) Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Spray coil(s) with chemical solution Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condition of evaporator coil © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 62 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heating Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check operation of heating mode Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heat Pump, Air Cooled, 5.5-10 Tons Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 63 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check condenser fan motors and blades Check blower motor operation Check condition of pulley and belts Check heating operation (when applicable) Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Spray coil(s) with chemical solution Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heating Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check operation of heating mode Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 64 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check condition and alignment of pulley and belts Check condition of filters Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heat Pump, Water Cooled, 0-5 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check condition of evaporator coil Check for proper condenser water flow Check blower motor operation Check condition of pulley and belts Check heating operation (when applicable) Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check contactor(s) J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 65 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check condition of evaporator coil Check for proper condenser water flow Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heat Pump, Water Cooled, >15 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check condition of evaporator coil Check for proper condenser water flow Check blower motor operation Check condition of pulley and belts Check heating operation (when applicable) Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 66 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check contactor(s) Check condition of evaporator coil Check for proper condenser water flow Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heating Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check operation of heating mode Check for proper condenser water flow Check and tighten electrical connections Check contactor(s) Check condition of evaporator coil Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heater, Gas Infrared -All Comprehensive Check with appropriate customer representative for operational deficiencies Check operating and safety controls, adjust as needed Clean pilot assembly, including electrode spark gap, orifice, and ignition wire Check and tighten electrical connections Inspect for leaks and report Check alignment of thermo-sensor bulb Check and clean pilot sight glass Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Check operating and safety controls, adjust as needed © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 67 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Clean pilot assembly, including electrode spark gap, orifice, and ignition wire Check and tighten electrical connections Inspect for leaks and report Check alignment of thermo-sensor bulb Check and clean pilot sight glass Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Packaged, Commercial, Self Contained, <40 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Return Air Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Evaporator Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Clean condensate drain (if necessary) Spray coil(s) with chemical solution Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper condenser water flow Check condition of evaporator coil Check blower motor operation Check condition of pulley and belts Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 68 of 95 Johnson Controls Planned Service Proposal for CITY OF SANTA CLARITA CITY HALL Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check for proper condenser water flow Check condition of evaporator coil Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Pump, Chilled Water, 0-10 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check coupling Lubricate pump and motor bearing(s) per manufacturer's recommendation Record and log all operating parameters Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check pressures Visually inspect coupling Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Condenser, 11-50 HP Vibration Analysis All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Record equipment specific information for reference Install pads and labels (if applicable) Install sensors in proper location. Start equipment and run at normal operating conditions. Record readings and remove sensors. © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 69 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Submit readings for report generation and deliver to customer with recommendations. Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check coupling Lubricate pump and motor bearing(s) per manufacturer's recommendation Record and log all operating parameters Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check pressures Visually inspect coupling Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Hot Water, 0-10 HP Vibration Analysis All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Record equipment specific information for reference Install pads and labels (if applicable) Install sensors in proper location. Start equipment and run at normal operating conditions. Record readings and remove sensors. Submit readings for report generation and deliver to customer with recommendations. Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check coupling Lubricate pump and motor bearing(s) per manufacturer's recommendation Record and log all operating parameters Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 70 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL policies Check with appropriate customer representative for operational deficiencies Check for leaks Check pressures Visually inspect coupling Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Variable Frequency Drive (VFD), <15 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Cooling Only, with Economizer, 25.5-60 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 71 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety (with Economizer) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season - Cooling Only policies with Economizer) Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Check economizer operation Check condition of pulley and belts Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 72 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Roof Top Unit (RTU), Cooling Only, with Economizer, <8 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety (with Economizer) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season - Cooling Only policies with Economizer) Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 73 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check economizer operation Check condition of pulley and belts Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Cooling/Electric Heating, with Economizer, <8 Tons Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety (with Economizer) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 74 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season- policies Cooling/Heating with Check with appropriate customer representative for operational deficiencies Economizer) Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Check economizer operation Check heating operation (when applicable) Check condition of pulley and belts Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Cooling/Gas Heating, with Economizer, 15.5-25 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety (with Economizer) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 75 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Gas Heating All work must be performed in accordance with Johnson Controls safety Comprehensive (with policies Economizer) Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check combustion blower motor operation Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Check for proper venting Check for leaks on gas line (within cabinet) Check condition of pulley and belts Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition of filters Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season- policies Cooling/Heating with Check with appropriate customer representative for operational deficiencies Economizer) Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Check economizer operation Check heating operation (when applicable) Check condition of pulley and belts Check condition of filters Check condensate drain © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 76 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Cooling/Gas Heating, without Economizer, 25.5-60 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Standard Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety (without Economizer) policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 77 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Gas Heating All work must be performed in accordance with Johnson Controls safety Comprehensive (without policies Economizer) Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check combustion blower motor operation Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Check for proper venting Check for leaks on gas line (within cabinet) Check condition of pulley and belts Check condition of filters Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season- policies Cooling/Heating without Check with appropriate customer representative for operational deficiencies Economizer) Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Check heating operation (when applicable) Check condition of pulley and belts Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Split System, Cooling Only, <7.5 Tons Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Return Air Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 78 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Spray coil(s) with chemical solution Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings (if applicable) Check condition and alignment of pulley and belts (if applicable) Check condition of filters Clean condensate pan and clear drain line (if readily accessible) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season - Cooling Only) policies Check with appropriate customer representative for operational deficiencies Check condition of condenser coil Check condenser fan motors and blades Check condensing unit electrical connections and contactor(s) Check blower motor operation Check condition of filters Check condition of pulley and belts (if applicable) Check condensate system Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Split System, Cooling with Electric Heat, <7.5 Tons Return Air Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 79 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Condenser Coil All work must be performed in accordance with Johnson Controls safety Cleaning policies Check with appropriate customer representative for operational deficiencies Spray coil(s) with chemical solution Rinse coil(s) thoroughly with water Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings (if applicable) Check condition and alignment of pulley and belts (if applicable) Check condition of filters Clean condensate pan and clear drain line (if readily accessible) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season- policies Cooling/Heating) Check with appropriate customer representative for operational deficiencies Check condition of condenser coil Check condenser fan motors and blades Check condensing unit electrical connections and contactor(s) Check blower motor operation Check heating operation (when applicable) Check condition of filters Check condition of pulley and belts (if applicable) Check condensate system Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Split System, Cooling with Gas Heat, <7.5 Tons Return Air Filter Change All work must be performed in accordance with Johnson Controls safety J' © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 80 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Gas Heating All work must be performed in accordance with Johnson Controls safety Comprehensive policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check combustion blower motor operation Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Check for proper venting Check for leaks on gas line (within cabinet) Check condition of pulley and belts (if applicable) Check condition of filters Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings (if applicable) Check condition and alignment of pulley and belts (if applicable) Check condition of filters Clean condensate pan and clear drain line (if readily accessible) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid All work must be performed in accordance with Johnson Controls safety Season- policies Cooling/Heating) Check with appropriate customer representative for operational deficiencies Check condition of condenser coil Check condenser fan motors and blades Check condensing unit electrical connections and contactor(s) Check blower motor operation Check heating operation (when applicable) Check condition of filters © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 81 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Check condition of pulley and belts (if applicable) Check condensate system Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Terminal Product, Fan Coil Unit (FCU), Horizontal Air Flow, 300-1200 CFM Air Filter Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Turn equipment off Remove dirty filters Install new filters Turn equipment on Dispose of dirty filter appropriately Document tasks performed during visit and report any observations to appropriate customer representative Belt Change All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Perform belt change procedures Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper fan operation Check condition of coils Check condition of filters Record temperatures Check fan contactor/relay Check and tighten electrical connections Clean condensate pan and clear drain line Check condition of pulley and belts (if applicable) Visually check control valve(s) Lubricate blower and motor bearings (if applicable) Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of pulley and belts (if applicable) Check condition of coils Check condition of filters Check condensate drain Check for unusual noise and vibration Check unit for proper operation Check overall condition of unit © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 82 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Document tasks performed during visit and report any observations to appropriate customer representative VAV Box, All Types Comprehensive Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check damper and linkage Cycle thermostat and check for proper operation Check for leaks in air supply (if applicable) Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Check temperature Check damper and linkage Cycle thermostat and check for proper operation Check for leaks in air supply (if applicable) Check fan operation Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 83 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Supplemental Price & Payment Terms (Applies to Multi -Year Contracts Only) Year Year1 OPTION YEAR 2 OPTION YEAR 3 Total Annual Dollar Amount Payment Frequency $181,842.00 1 Monthly $196,390.00 $212,101.00 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Monthly Monthly Johnson 060 Controls Page 84 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL Special Additions and Exceptions -"This proposal is in accordance with the Johnson Controls Sourcewell Contract #070121-JHN" -See Exhibit A for as needed repairs Site Yearly Pricing Monthly Pricing CHANNEL 20 PUBLIC ACCESS TV STUDIOS $ 2,562.91 $ 213.58 CITY OF SANTA CLARITA CITY HALL $ 31,187.12 $ 2,598.93 ]AN HEIDT NEWHALL METROLINK STATION $ 1,850.72 $ 154.23 JO ANNE DARCY LIBRARY $ 8,599.06 $ 716.59 OLD TOWN NEWHALL LIBRARY $ 37,176.03 $ 3,098.00 OLD TOWN NEWHALL PARKING STRUCTURE $ 4,129.04 $ 344.09 PUBLIC WORKS CORP YARD $ 17,153.63 $ 1,429.47 SANTA CLARITA BUSINESS INCUBATOR $ 9,177.66 $ 764.81 SANTA CLARITA METROLINK STATION $ 1,166.095 97.17 TRANSIT MAINTENANCE FACILITY $ 59,791.39 $ 4,982.62 VALENCIA LIBRARY $ 7,900.02 $ 658.34 VIA PRINCESSA METROLINK STATION $ 1,148.31 $ 95.69 TOTAL $ 181,842.00 1 $ 15,153.50 © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 85 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL TERMS AND CONDITIONS DEFINITIONS (REV 4/22) DIGITAL ENABLED SERVICES mean services provided hereunder that employ JCI software and cloud -hosted software offerings and tools to improve and enable such services. Digital Enabled Service may include, but are not limited to, (a) remote inspection, (b) advanced equipment fault detection and diagnostics, and (c) data dashboarding and health reporting. CONTRACT PRICE means the price that Customer shall pay to JCI for the Services. COVERED EQUIPMENT means the equipment for which Services are to be provided under this Agreement. Covered Equipment is set forth in Schedule A - Equipment List. EQUIPMENT FAILURE means the failure, under normal and expected working conditions, of moving parts or electric or electronic components of the Covered Equipment that are necessary for its operation. PREMISES means those Customer premises where the Covered Equipment is located or Services performed pursuant to this Agreement. REMOTE MONITORING SERVICES means remote monitoring of Covered Equipment and/or systems including building automation, HVAC equipment, and fire alarm, intrusion, and/or other life safety systems for alarm and event notifications using a UL Certified Central Station. REMOTE OPERATIONS CENTER (ROC) is the department at JCI that remotely monitors alarm and industrial (HVAC) process signals. REMOTE OPERATING SERVICES means remote interrogation, modification and/or operation of building automation, HVAC equipment, and/or other Covered Equipment. REPAIR LABOR is the labor necessary to restore Covered Equipment to working condition following an Equipment Failure, but does not include services relating to total equipment replacement due to obsolescence or unavailability of parts. REPAIR MATERIALS are the parts and materials necessary to restore Covered Equipment to working condition following an Equipment Failure, but excludes total equipment replacement due to obsolescence or unavailability of parts, unless excluded from the Agreement. At JCI's option, Repair Materials may be new, used, or reconditioned. SCHEDULED SERVICE MATERIALS are the materials required to perform Scheduled Service Visits on Covered Equipment, unless excluded from the Agreement. SCHEDULED SERVICE VISITS are the on -site labor visits required to perform JCI recommended inspections and preventive maintenance on Covered Equipment. SERVICES are the work, materials, labor, service visits, and repairs to be provided by JCI pursuant to this Agreement except that the Services do not include the Connected Equipment Services orthe provision of other software products or digital or cloud services, which are provided under separate terms and conditions referenced in Section P. A. JCI'S SERVICES FOR COVERED EQUIPMENT 1. BASIC COVERAGE means Scheduled Service Visits, plus Scheduled Service Materials (unless excluded from this Agreement). No parts, equipment, Repair Labor or Repair Materials are provided for under BASIC COVERAGE. 2. PREMIUM COVERAGE means BASIC COVERAGE plus Repair Labor, plus Repair Materials (unless excluded from the Agreement). If Customer has ordered PREMIUM COVERAGE, JCI will inspect the Covered Equipment within forty-five (45) days of the date of this Agreement, or as seasonal or operational conditions permit. JCI will then advise Customer if JCI finds any Covered Equipment not in working order or in need of repair. With Customer's approval, JCI will perform the work necessary to put the Covered Equipment in proper working condition, subject to the terms of this Agreement. Customer will pay for such work at JCI's standard rates for parts and labor in effect at the time that the work is performed. If Customer does not want JCI to perform the work identified as necessary by JCI, any equipment thereby affected will be removed from the list of Covered Equipment, and the Contract Price will be adjusted accordingly. Should Customer not make JCI's recommended repairs or proceed with the modified PREMIUM COVERAGE, JCI reserves the right to invoice Customerfor the cost of the initial equipment inspection. 3. EXTENDED SERVICE means Services performed outside JCI's normal business hours and is available only if Customer has PREMIUM COVERAGE. Extended Service is available either 24/5 or 24/7, at Customer's election. The price for Extended Service, if chosen by Customer, is part of the total Contract Price. 4. REMOTE MONITORING SERVICES OR REMOTE OPERATING SERVICES. If Remote Monitoring Services or Remote Operating Services are provided, Customer agrees to furnish JCI with a list of the names, titles, addresses, email addresses, and phone numbers of all persons authorized to be contacted by, or be able to contact the ROC to perform specific agreed upon actions with the appropriate authority. If JCI's Services include "Remote Monitoring Services with Open and Close," Customer also agrees to furnish JCI with Customer's daily and holiday opening and closing schedules. Customer agrees to maintain and update the call lists with accurate information. Customer further agrees to notify JCI of such changes as soon as possible. JCl/ROC is not responsible to find new contacts/numbers if the contacts on the call lists cannot be reached. A maximum of three contacts are allowed for any time of the day. If none of those contacts can be reached, then neither JCI nor the ROC are responsible for damages. Customer is responsible for any and all costs and expenses arising from Customer's failure to provide timely updates for any of the contact information submitted to the ROC. © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 86 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL S. CUSTOMER SERVICE INFORMATION PORTAL. Customer may be able to utilize JCI's Customer Service Information Portal during the term of the Agreement, pursuant to the then applicable Terms of Use Agreement. B. OUT OF SCOPE SERVICES If, during any Service Visit, JCI detects a defect in any of Customer's equipment that is not Covered Equipment under this Agreement (an "Out of Scope Defect"), JCI may (but shall have no obligation to) notify Customer of such Out of Scope Defect. If Customer elects for JCI to repair such Out of Scope Defect, or if JCI otherwise performs any Services or provides any materials, parts, or equipment outside the scope of the Services (collectively, "Out of Scope Services"), Customer shall direct JCI to perform such Out of Scope Services in writing, and Customer shall pay for such Out of Scope Services at JCI's standard fees or hourly rates. If, after receiving notice of an Out of Scope Defect, Customer elects not to engage JCI to repairsuch Out of Scope Defect, Customershall defend and indemnify JCI from and against any and all losses, damages, claims, costs and expenses arising directly or indirectly out of such Out of Scope Defect. Any Out of Scope Services performed by JCI at the direction of Customer pursuant to this Section shall be subject to the Customer Terms in effect as of the Effective Date (the "Customer Terms"), which Customer Terms are incorporated into this Agreement by this reference. A copy of the Customer Terms currently in effect is found at www.iohnsoncontrols.com/customerterms. C. EXCLUSIONS JCI's Services and warranty obligations expressly exclude: (a) the repair or replacement of ductwork, casings, cabinets, structural supports, tower fill/slats/basin, hydronic and pneumatic piping, and vessels, gaskets, and piping not normally replaced or maintained on a scheduled basis, and removal of oil from pneumatic piping; (b) disposal of hazardous wastes (except as otherwise expressly provided herein); (c) disinfecting of chiller condenser water systems and other components for biohazards, such as but not limited to, Legionella unless explicitly set forth in the scope of services between the parties. Unless explicitly provide for within the scope of services, this is Out of Scope Services and the Customer's exclusive responsibility to make arrangements for such services with a provider other than JCI. Mentions of chiller tube cleaning, condenser cleaning, cooling tower cleaning or boiler tube cleaning in any scope of services, only involve work to remove normal buildup of debris and scale using tube brush cleaning, pressure washing or acid flushing. Reference to such cleaning does not include chemical cleaning, disinfection or chemical water treatment required to eliminate, control or disinfect against biohazards such as but not limited to Legionella; (d) refrigerant; supplies, accessories, or any items normally consumed during the use of Covered Equipment, such as ribbons, bulbs and paper; (e) the furnishing of materials and supplies for painting or refinishing equipment; (f) the repair or replacement of wire in conduit, buried cable/transmission lines, or the like, if not normally replaced or maintained on a scheduled basis; (g) replacement of obsolete parts; and (h) damages of any kind, including but not limited to personal injury, death, property damage, and the costs of repairs or service resulting from: • abuse, misuse, alterations, adjustments, attachments, combinations, modifications, or repairs to Covered Equipment not performed, provided, or approved in writing by JCI; • equipment not covered by this Agreement or attachments made to Covered Equipment; • acts or omissions of the Customer, including but not limited to the failure of the Customer to fulfill the Customer Obligations and Commitments to JCI as described in Section F ofthis Agreement, operator error, Customer's failure to conduct preventive maintenance, issues resulting from Customer's previous denial of JCI access to the Covered Equipment, and Customer's failure to keep the site clean and free of dust, sand, or other particles or debris, unless such conditions are previously expressly acknowledged by JCI in writing; • use of the Covered Equipment in a manner or environment, or for any purpose, for which it was not designed by the manufacturer; • site -related and environmental conditions, including but not limited to power failures and fluctuations in electrical current (or "power surges") and biohazards such as but not limited to Legionella associated with condenser water, cooling tower systems and subcomponent systems; • the effects of erosion, corrosion, acid cleaning, or damage from unexpected or especially severe freezing weather; • issues or failures not specifically covered by this Agreement; or • occurrences beyond JCI's reasonable control and without JCI's fault or negligence. D. PAYMENT TERMS; PRICE ADJUSTMENTS Unless otherwise agreed by the parties in writing, fees for Services to be performed shall be paid annually in advance. Fees and other amounts due hereunder are due upon receipt of the invoice, which shall be paid by Customer via electronic delivery via EFT/ACH . Such payment is a condition precedent to JCI's obligation to perform Services under the Agreement. Any invoice disputes must be identified in writing by Customer within 21 days of the date of invoice. Payments of any disputed amounts are due and payable upon resolution. Customer acknowledges and agrees that timely payments of the full amounts listed on invoices is an essential term of this Agreement and that failure by Customer to make payment in full when due is a material breach of this Agreement. Customer further acknowledges that if there is any amount outstanding on an invoice, it is material to company and will give JCI, without prejudice to any other right or remedy, the right to, without notice: (i) suspend, discontinue or terminate performing any services and/or withhold further deliveries of equipment and other materials, terminate or suspend any unpaid software licenses, and/or suspend JCI's obligations under or terminate this Agreement; and (ii) charge Customer interest on the amounts unpaid at a rate equal to the lesser of one and one half (1.5) percent per month orthe maximum rate permitted under applicable law, until payment is made in full. JCI's election to continue providing future services does not, in any way diminish JCI's right to terminate or suspend services or exercise any or all rights or © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 87 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL remedies under this Agreement. ICI shall not be liable for any damages, claims, expenses, or liabilities arising from or relating to suspension of services for non-payment. In the eventthatthere are exigent circumstances requiring services orthe JCI otherwise performs services atthe premises following suspension, those services shall be governed by the terms of this Agreement unless a separate contract is executed. If Customer disputes any late payment notice or JCI's efforts to collect payment. Customer shall immediately notify JCI in writing and explain the basis of the dispute. Customer will pay all of JCI's reasonable collection costs (including legal fees and expenses). In the event of Customer's default, the balance of any outstanding amounts will be immediately due and payable. JCI may increase prices upon notice to the Customer to reflect increases in material and labor costs. All stated prices are exclusive of and Customer agrees to pay any taxes, fees, duties, tariffs, false alarm assessments, installation or alarm permits and levies or other similar charges imposed and/or enacted by a government, however designated or imposed, including but not limited to value-added and withholding taxes that are levied or based upon the amounts paid under this Agreement. If this Agreement is renewed, JCI will provide Customer with notice of any adjustments in the Contract Price applicable to any Renewal Term. Unless Customer terminates this Agreement in writing at least ninety (90) days prior to the end of the then -current Term, the adjusted Contract Price shall be the price for the Renewal Term. Prices for products covered by this Agreement may be adjusted by Company, upon notice to Customer at anytime priorto shipment and regardless of Customer's acceptance of the Company's proposal or quotation, to reflect any increase in Company's cost of raw materials (e.g., steel, aluminum) inability to secure Products, changes or increases in law, labor, taxes, duties, tariffs or quotas, acts of government, any similar charges, or to cover any extra, unforeseen and unusual cost elements. E. WARRANTIES JCI warrants its Services will be provided in a good and workmanlike manner for 90 days from the date of Services. If JCI receives written notice of a breach of this warranty prior to the end of this warranty period, JCI will re -perform any non -conforming Services at no additional charge within a commercially reasonable time of the notification. JCI warrants that equipment manufactured or labeled by Johnson Controls, Inc. shall be free from defects in material and workmanship arising from normal usage for a period of 90 days. No warranty is provided for third -party products and equipment installed or furnished by JCI. Such products and equipment are provided with the third party manufacturer's warranty to the extent available, and JCI will transfer the benefits, together with all limitations, of that manufacturer's warranty to Customer. All transportation charges incurred in connection with the warranty for equipment and/or materials not covered underthis Agreement shall be borne by Customer. Except as provided herein, if JCI receives written notice of a breach of this warranty prior to the end of this warranty period, JCI will repair or replace (at JCI's option) the defective equipment. These warranties do not extend to any Services or equipment that have been misused, altered, or repaired by Customer orthird parties without the supervision of and prior written approval of JCI, or if JCI serial numbers or warranty decals have been removed or altered. All replaced parts or equipment shall become JCI's property. This warranty is not assignable. Warranty service will be provided during normal business hours, excluding holidays. The remedies set forth herein shall be Customer's sole and exclusive remedy with regards to any warranty claim under this Agreement. Any lawsuit based upon the warranty must be brought no later than one (1) year after the expiration of the applicable warranty period. This limitation is in lieu of any other applicable statute of limitations. CUSTOMER FURTHER ACKNOWLEDGES AND AGREES THAT THESE WARRANTIES ARE JCI'S SOLE WARRANTIES AND TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW ARE IN LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. JCI makes no and specifically disclaims all representations or warranties that the services, products, software or third party product or software will be secure from cyber threats, hacking or other similar malicious activity, or will detect the presence of, or eliminate, prevent, treat, or mitigate the spread, transmission, or outbreak of any pathogen, disease, virus or other contagion, including but not limited to COVID 19. CUSTOMER OBLIGATIONS AND COMMITMENTS TO JCI 1. Customer warrants it has given JCI all information concerning the condition of the Covered Equipment. The Customer agrees and warrants that, during the Term of this Agreement, Customer will: (1) operate the Covered Equipment according to the manufacturer's and/or JCI's recommendations; (2) keep accurate and current work logs and information about the Covered Equipment as recommended by the manufacturer and/or JCI; (3) provide an adequate environment for Covered Equipment as recommended by the manufacturer and/or JCI, including, but not limited to adequate space, electrical power, water supply, air conditioning, and humidity control; (4) notify JCI immediately of any Covered Equipment malfunction, breakdown, or other condition affecting the operation of the Covered Equipment; (5) provide JCI with safe access to its Premises and Covered Equipment at all reasonable and necessary times for the performance of the Services; (6) allow JCI to start and stop, periodically turnoff, or otherwise change or temporarily suspend equipment operations so that JCI can perform the Services required under this Agreement; (7) as applicable, provide proper condenser, cooling tower and boiler water treatment for the proper functioning of Covered Equipment and protect against any environmental issues and instances of biohazards such as but not limited to Legionella; (8) carefully and properly set and test the intrusion alarm system each night or at such other time as Customer shall close the Premises; (9) obtain all necessary licenses and permits required for and pay all taxes associated with the Services; (10) notify JCI immediately of any claimed inadequacy in, or failure of, the Covered Equipment or other condition affecting the operation of the Covered Equipment; (11) furnish any necessary 110 volt A/C power and electrical outlets at its expense; (12) properly maintain, repair, service, and assure the proper operation of any other property, system, equipment, or device of Customer or others to which the Covered Equipment may be attached or connected, in accordance with manufacturer recommendations, insurance carrier requirements, orthe requirements of any fire rating bureau, agency, or other authorities having jurisdiction thereof; (13) not tamper with, alter, adjust, disturb, injure, remove, or otherwise interfere with any Covered Equipment (including any related software) and not permit the same to be done; (14) refrain from causing false alarms, and reimburse JCI for any fine, penalty, or fee paid by or assessed against JCI by any governmental or © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 88 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL municipal agency as a result thereof; (15) be solely responsible for the establishment, operation, maintenance, access, security and other aspects of its computer network ("Network") and shall supply JCI secure Network access for providing its services. Products networked, connected to the internet, or otherwise connected to computers or other devices must be appropriately protected by Customer and/or end user against unauthorized access; and (16) take appropriate measures, including performing back-ups, to protect information, including without limit data, software, or files (collectively "Data") prior to receiving the service or products. 2. Customer acknowledges and understands that unless watertreatment for biohazards (such as Legionella) is explicitly included in the services JCI is providing, it is Customer's responsibility to provide such treatment. Customer also acknowledges that its failure to meet the above obligations will relieve JCI of any responsibility for any Covered Equipment breakdown, or any necessary repair or replacement of any Covered Equipment. If Customer breaches any of these obligations, JCI shall have the right, upon written notice to Customer, to suspend its Services until Customer cures such breach. In addition, Customer shall be responsible for paying or reimbursing JCI for any costs associated with corrective work required as a result of Customer's breach of these obligations. G. INSURANCE Customer is responsible for obtaining all insurance coverage that Customer believes is necessary to protect Customer, Customer's property, and persons in or on the Premises, including coverage for personal injury and property damage. THE PAYMENTS CUSTOMER MAKES UNDER THIS AGREEMENT ARE NOT RELATED TO THE VALUE OF THE PREMISES, CUSTOMER'S PROPERTY OR POSSESSIONS, OR THE PERSONS OCCUPYING OR AT ANY TIME PRESENT IN OR ON THE PREMISES, BUT RATHER ARE BASED ON THE COST OF THE SYSTEM AND THE SERVICES, AND TAKE INTO CONSIDERATION THE PROTECTION AFFORDED TO JCI UNDER THIS AGREEMENT. Customer hereby releases JCI from any liability for any event or condition customarily covered by commercial liability insurance. Customer understands that neither the Services nor the Covered Equipment are designed to reduce, but not eliminate, certain risks. JCI does not guaranty that neither the Services nor Covered Equipment will prevent personal injury, unauthorized entrances or fire and smoke damage to the Premises. Customer further agrees that Customer has read and understands the terms and conditions of this Agreement. H. INDEMNITY JCI and Customer shall each indemnify the other party and its officers, agents, directors, and employees, from any and all damages, losses, costs and expenses (including reasonable attorneys' fees) arising out of third party claims, demands, or suits for bodily injury (including death) or damage to tangible property to the extent arising out of the negligence or intentional misconduct of the indemnifying party or its employees or agents. Customer expressly agrees that JCI shall be responsible for injury, damage, or loss onlyto the extent caused directly byJCI's negligence or intentional misconduct. The obligations of JCI and Customer under this section are further subject to sections I and K below. I. LIMITATION OF LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL JC1 AND ITS AFFILIATES AND THEIR RESPECTIVE PERSONNEL, SUPPLIERS AND VENDORS ("JCI PARTIES") BE LIABLE TO YOU OR ANY THIRD PARTY UNDER ANY CAUSE OF ACTION OR THEORY OF LIABILITY EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, FOR ANY: (1) SPECIAL, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, OR INDIRECT DAMAGES; (2) LOST PROFITS, REVENUES, DATA, CUSTOMER OPPORTUNITIES, BUSINESS, ANTICIPATED SAVINGS, OR GOODWILL; (3) BUSINESS INTERRUPTION; OR (4) DATA LOSS OR OTHER LOSSES ARISING FROM VIRUSES, RANSOMWARE, CYBER ATTACKS OR FAILURES OR INTERRUPTIONS TO NETWORK SYSTEMS. IN ANY CASE, THE ENTIRE AGGREGATE LIABILITY OF THE JCI PARTIES UNDER THIS AGREEMENT FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE SHALL BE LIMITED TO $250,000. CUSTOMER UNDERSTANDS THAT JCI IS NOT AN INSURER REGARDING THE WORK OR THE SERVICES. ICI SHALL NOT BE RESPONSIBLE FOR ANY DAMAGE OR LOSS THAT MAY RESULT FROM FIRE SAFETY OR SECURITY EQUIPMENT THAT FAILS TO PERFORM PROPERLY OR FAILS TO PREVENT A CASUALTY OR LOSS. J. FORCE MAJEURE JCI shall not be liable, nor in breach or default of its obligations under this Agreement, for delays, interruption, failure to render services, or any other failure by JCI to perform an obligation under this Agreement, where such delay, interruption or failure is caused, in whole or in part, directly or indirectly, by a Force Majeure Event. A "Force Majeure Event" is a condition or event that is beyond the reasonable control of JCI, whether foreseeable or unforeseeable, including, without limitation, acts of God, severe weather (including but not limited to hurricanes, tornados, severe snowstorms or severe rainstorms), wildfires, floods, earthquakes, seismic disturbances, or other natural disasters, acts or omissions of any governmental authority (including change of any applicable law or regulation), epidemics, pandemics, disease, viruses, quarantines, or other public health risks and/or responses thereto, condemnation, strikes, lock -outs, labor disputes, an increase of 5% or more in tariffs or other excise taxes for materials to be used on the project, fires, explosions or other casualties, thefts, vandalism, civil disturbances, insurrection, mob violence, riots, war or other armed conflict (or the serious threat of same), acts of terrorism, electrical power outages, interruptions or degradations in telecommunications, computer, network, orelectronic communications systems, data breach, cyber-attacks, ransomware, unavailability orshortage of parts, materials, supplies, or transportation, or any other cause or casualty beyond the reasonable control of JCI. If JCI's performance of the work is delayed, impacted, or prevented by a Force Majeure Event or its continued effects, JCI shall be excused from performance underthe Agreement. Without limiting the generality of the foregoing, if JCI is delayed in achieving one or more of the scheduled milestones set forth in the Agreement due to a Force Majeure Event, JCI will be entitled to extend the relevant completion date by the amount of time that JCI was delayed as a result of the Force Majeure Event, plus such additional time as may be reasonably necessary to overcome the effect ofthe delay. To the extent that the Force Majeure Event directly or indirectly increases JCI's cost to perform the services, Customer is obligated to reimburse JCI for such increased costs, including, without limitation, costs incurred by JCI for additional labor, inventory storage, expedited shipping fees, trailer and equipment rental fees, subcontractor fees or other costs and expenses incurred by JCI in connection with the Force Majeure Event. K. RESOLUTION OF DISPUTES If a dispute arises under this Agreement, the parties shall promptly attempt in good faith to resolve such dispute by negotiation. In the event the dispute is unable to be resolved, either party shall have the right to initiate arbitration by filing with the American Arbitration Association provided no other legal action has been previously filed. Upon filing of the arbitration, the AAA shall have the exclusive jurisdiction over the Dispute. Thus, either party may decide to file an action in a court of competent jurisdiction. If that court filing is the first legal proceeding filed, that court shall have jurisdiction overthe Dispute to the exclusion of any arbitration. Arbitration shall be conducted in accordance with the then current arbitration l' © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 89 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL rules of the American Arbitration Association or other arbitration service mutually agreed to by the parties. Arbitration must be completed within sixty (60) days after the Dispute is submitted to arbitration unless the parties mutually agree otherwise. The award rendered by the arbitrator shall be final, and judgment issued by the Arbitrator may be entered in accordance with applicable law in any court having competent jurisdiction. The party prevailing in the arbitration or court proceeding shall be entitled to an award of its reasonable costs, including reasonable attorneys' fees, incurred as a result of the Dispute. CUSTOMER MUST BRING ANY CLAIM AGAINST JCI WITHIN ONE (1) YEAR AFTER THE CLAIM AROSE. IF CUSTOMER DOES NOT, CUSTOMER WILL HAVE IRREVOCABLY WAIVED ITS RIGHT TO SUE JCI AND/OR INSTITUTE OTHER PROCEEDINGS, AND ICI SHALL HAVE NO LIABILITY TO CUSTOMER FOR SUCH CLAIM. TIME IS OF THE ESSENCE RELATIVE TO CUSTOMER PURSUING ANY SUCH CLAIM. THE PROVISIONS OF THIS AGREEMENT WHICH APPLY TO ANY CLAIM SHALL REMAIN IN EFFECT EVEN AFTER THE AGREEMENT IS TERMINATED. ICI AND CUSTOMER EACH WAIVE THEIR RIGHT TO A JURY TRIAL. L. TERM AND TERMINATION 1. The Original Term is as set forth herein. At the conclusion of the Original Term, this Agreement shall automatically renew and extend for successive terms equal to the Original Term unless the Customer or JCI gives the other written notice it does not want to renew prior to the end of the then -current term (each a "Renewal Term"). The notice must be delivered at least ninety (90) days prior to the end of the Original Term or any Renewal Term. The Original Term and any Renewal Term may be referred to herein as the "Term." Customer agrees to issue and send a Purchase Order to JCI at least thirty (30) days prior to expiration of the Original Term or any Renewal Term if necessary for payments to be processed, but failure to do so is not a pre -condition to Renewal Term payments being due to JCI 2. Remote Monitoring Services and Remote Operating Services may be immediately canceled by either party if JCI's Remote Operations Center, connecting wires, or monitoring systems are destroyed by fire or other catastrophe, or where the Premises are so substantially damaged that it is impractical to continue Services. 3. If either party fails to perform any of its material obligations under this Agreement, the other party shall provide written notice thereof to the party alleged to be in default. Should the party alleged to be in default fail to respond in writing or take action to cure the alleged default within ten (10) days of receiving such written notice, the notifying party may terminate this Agreement by providing written notice of such termination. 4. JCI may terminate this Agreement and discontinue any Services if JCI is unable to obtain or continue to support technologies, equipment or component parts that are discontinued, become obsolete or are otherwise not commercially available, or for convenience upon forty-five (45) days written notice. JCI will not be liable for any damages or subject to any penalty as a result of any such termination. S. Upon termination of this Agreement for any reason, Customer shall pay to JCI all undisputed amounts owed through the date of termination within thirty (30) days of such termination. If Customer terminates this Agreement, other than in accordance with this Section L, Customer shall also pay Johnson Controls 35% of the charges for Services remaining to be paid for the unexpired Term of this Agreement as liquidated damages and not as a penalty. Customer shall provide JCI with reasonable access to the Premises to remove the Gateway Device and any other JCI property and to un-program any controls, intrusion, fire, or life safety system, as applicable. Customer shall be liable for all fees, costs, and expenses that JCI may incur in connection with the enforcement of this Agreement, including without limitation, reasonable attorney fees, collection agency fees, and court costs. M. ASBESTOS, MOLD, BIOAHAZARDS, AND HAZARDOUS MATERIALS "Hazardous Materials" means any material or substance that, whether by its nature or use, is now or hereafter defined or regulated as a hazardous waste, hazardous substance, pollutant, or contaminant under any local, state, or federal law, regulation, or ordinance relating to or addressing public and employee health and safety and protection of the environment, or which is toxic, explosive, corrosive, flammable, radioactive, carcinogenic or otherwise hazardous or which is or contains petroleum, gasoline, diesel, fuel, another petroleum hydrocarbon product or polychlorinated biphenyls. "Hazardous Materials" specifically includes mold, lead -based paints, biohazards such as but not limited to Legionella and asbestos -containing materials ("ACM"). Neither Customer nor JCI desires to or is licensed to undertake direct obligations relating to the identification, abatement, cleanup, control, removal or disposal of ACM. JCI will be responsible for removing or disposing of any Hazardous Materials that it uses in providing the Services ("JCI Hazardous Materials") and for the remediation of any areas affected by the release of JCI Hazardous Materials. For other Hazardous Materials that may be present at its facilities ("Non-JCI Hazardous Materials"), Customer shall supply JCI with any information in its possession relating to the presence of Hazardous Materials if their presence may affect JCI's performance of the Services. If either Customer or JCI becomes aware of or suspects the presence of Non-JCI Hazardous Materials that may interfere with JCI's Services, it shall immediately stop the Services in the affected area and notify the other party. As between Customer and JCI, Customer shall be responsible at its sole expense for removing and disposing of Non-JCI Hazardous Materials from its facilities and forthe remediation of any areas impacted by the release of the Non-JCI Hazardous Materials and must provide a certificate of abatement before JCI will be obligated to perform or continue its Services, unless JCI had actual knowledge that Non-JCI Hazardous Materials were present and acted in disregard of that knowledge, in which case (i) JCI shall be responsible at its sole expense for the remediation of any areas impacted by its release of such Hazardous Materials, and (ii) Customer shall remain responsible at its sole expense for the removal of Hazardous Materials that have not been released and for releases not resulting from JCI's performance of the Services. Customer shall defend and indemnify JCI against any losses, costs, damages, expenses, and claims arising out of its failure to comply with this Section M. N. CUSTOMER DATA Customer data obtained from the Services is owned by and shall belong to Customer. JCI will access and use Customer data to provide Services to Customer. Except as set forth herein, JCI will not disclose to any third party any individual Customer data acquired through performance of the Services without Customer's consent. Customer agrees that JCI and its subsidiaries, affiliates and approved third party contractors and developers may collect and use Customer data for any reason, as long as any external use of the data is on a de -identified basis that does not personally identify Customer or any individual. Customer hereby grants JCI a perpetual, worldwide, irrevocable, royalty free license to use, modify, manipulate, sublicense, and create derivative works from such data. JCI shall retain all rights to any intellectual property, data, materials and products created as a result of its performance of Services. © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 90 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL O. JCI'S INTELLECTUAL PROPERTY JCI shall retain all right, title and interest in any (a) work provided to Customer, including without limitation, all software source and object code, documentation, technical information or data, specifications and designs and any changes, improvements or modifications thereto ("Deliverables"), and (b) Know -How (defined below) employed by JCI in the creation of the Deliverables or performance of the Services, whether known to JCI prior to, or developed or discovered or acquired in connection with, the performance of its obligations under this agreement. Ownership of all Deliverables and Know -How shall vest solely in JCI and no Deliverables shall be deemed "works made for hire." Without limiting the generality of the foregoing, ownership of all source files used in the course of performing the Services shall remain the exclusive property of JCI. For purposes of this Agreement, "Know -How" means any know-how, processes, techniques, concepts, methodologies, tools, analytical approaches, database models and designs, discoveries, and ideas furnished, produced by, developed, or used by JCI in the creation or provision of the Deliverables or in the performance of the Services, and any changes, improvements, or modifications thereto or derivatives thereof. P. DIGITAL ENABLED SERVICES If JCI provides Digital Enabled Services under this Agreement, these Digital Enabled Services require the installation and deployment of site assessment tools and the collection, transfer and ingestion of building, equipment, system time series, and other data to JCI's cloud -hosted software applications. Customer consents to the installation and deployment of site assessment tools and the collection, transfer and ingestion and use of such data by JCI to enable JCI to provide, maintain, protect and improve the Digital Enabled Services and JCI's products and services. Customer acknowledges that, while Digital Enabled Services generally improve equipment performance and services, Digital Enabled Services do not prevent all potential malfunction, insure against all loss, or guarantee a certain level of performance and that JCI shall not be liable for any injury, loss or damage caused by any act of omission of JCI related to or arising from the monitoring of the equipment under the Digital Enabled Services. Certain equipment sold hereunder includes by default JCI's Connected Equipment Services. Digital Enabled Services may be on by default and the remote connection will continue to connect to Customer's Equipment through the full equipment lifecycle, unless Customer specifically requests in writing that JCI disable the remote connection orJCI discontinues or removes such remote connection. If Customer's equipment includes Digital Enabled Services, JCI will provide a cellular modem or other gateway device ("Gateway Device") owned by JCI or Customer will supply a network connection suitable to establish a remote connection with Customer's applicable equipment to permit JCI to perform Digital Enabled Services. For certain subscriptions, Customer will be able to access equipment information from a mobile or smart device using Digital Enabled Service's mobile or web application. Any Gateway Devices provided hereunder shall remain JCI's property, and JCI may upon reasonable notice access and remove such Gateway Device and discontinue services in accordance with the Software Terms. If Customer does not permit JCI to connect via a connection validated by JCI for the equipment or the connection is disconnected by Customer, and a service representative must therefore be dispatched to the Customer site, then the Customer shall pay JCI at JCI's then -current standard applicable contract regular time and/or overtime rate for services performed by the service representative. Q. JCI DIGITAL SOLUTIONS JCI Digital Solutions. Use, implementation, and deployment of the software and hosted software products ("Software") offered under these terms shall be subject to, and governed by, JCI's standard terms for such Software and Software related professional services in effect from time to time at https://www.johnsoncontrols.com/techterms (collectively, the "Software Terms"). Applicable Software Terms are incorporated herein by this reference. Other than the right to use the Software as set forth in the Software Terms, JCI and its licensors reserve all right, title, and interest (including all intellectual property rights) in and to the Software and improvements to the Software. The Software that is licensed hereunder is licensed subject to the Software Terms and not sold. If there is a conflict between the other terms herein and the Software Terms, the Software Terms shall take precedence and govern with respect to rights and responsibilities relatingto the Software, its implementation and deployment and any improvements thereto. Notwithstanding any other provisions of this Agreement, unless otherwise set forth in the applicable order, quote, proposal or purchase documentation, the following terms applyto Software that is provided to Customer on a subscription basis (i.e., a time limited license or use right), (each a "Software Subscription"): Each Software Subscription provided hereunder will commence on the date the initial credentials for the Software are made available (the "Subscription Start Date") and will continue in effect until the expiration ofthe subscription term noted in the applicable order, quote, proposal or purchase documentation. At the expiration of the Software Subscription, such Software Subscription will automatically renew for consecutive one (1) yearterms (each a "Renewal Subscription Term"), unless either party providesthe other party with a notice of non -renewal at least ninety (90) days prior to the expiration of the then -current term. To the extent permitted by applicable law, Software Subscriptions purchases are non -cancelable and the sums paid nonrefundable. Fees for Software Subscriptions shall be paid annually in advance, invoiced on the Subscription Start Date and each subsequent anniversary thereof. Customer shall pay all invoiced amounts within thirty calendar days after the date of invoice. Payments not made within such time period shall be subject to late charges as set forth in the Software Terms. Unless otherwise agreed by the parties in writing, the subscription fee for each Renewal Subscription Term will be priced at Johnson Controls' then -applicable list price forthat Software offering. Any use of Software that exceeds the scope, metrics or volume set forth in this Agreement and applicable SOW will be subject to additional fees based on the date such excess use began. R. Privacy. 1. JCI as Processor: Where JCI factually acts as Processor of Personal Data on behalf of Customer (as such terms are defined in the DPA) the terms at www.iohnsoncontrols.com/dpa ("DPA") shall apply. 2. JCI as Controller: JCI will collect, process and transfer certain personal data of Customer and its personnel related to the business relationship between it and Customer (for example names, email addresses, telephone numbers) as controller and in accordance with JCI's Privacy Notice at https://www.iohnsoncontrols.com/privacy. Customer acknowledges JCI's Privacy Notice and strictly to the extent consent is mandatorily required under applicable law, Customer consents to such collection, processing and transfer. To the extent consent to such collection, processing and transfer by JCI is mandatorily required from Customer's personnel under applicable law, Customer warrants and represents that it has obtained such consent S. MISCELLANEOUS PROVISIONS 1.AII notices required to be given hereunder shall be in writing and shall be considered properly given if: (a) delivered in person, (b) sent via ��J © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 91 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL the United States Postal Service, postage prepaid, registered or certified with return receipt requested, (c) sent by overnight delivery service (e.g., FedEx, UPS), or (d) sent by facsimile, email or other electronic means and confirmed by facsimile, return email or telephone. 2. This Agreement may not be assigned by Customer without JCI's prior written consent. JCI shall have the right to assign this Agreement to any other person, firm, or corporation without Customer's consent. JCI shall also have the right, in its sole discretion, to subcontract any portion of the Services. This Agreement inures to the benefit of and is applicable to any assignees or subcontractors of JCI, and is binding upon Customer with respect to said assignees or subcontractors with the same force and effect as it binds Customer to JCI. 3.This Agreement shall be subject to and governed by the laws of the State where the Services are performed 4.If any provision of this Agreement is found to be invalid, illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions contained herein shall not in any way be affected or impaired thereby. S.This Agreement is the entire contract between JCI and Customer and supersedes any prior oral understandings, written agreements, proposals, or other communications between the parties. 6.Customer acknowledges and agrees that any purchase order issued by Customer in connection with this Agreement is intended only to establish payment authority for Customer's internal accounting purposes and shall not be considered to be a counteroffer, amendment, modification, or other revision to the terms of this Agreement. No term or condition included or referenced in Customer's purchase order will have any force or effect and these terms and conditions shall control. Customer's acceptance of any Services shall constitute an acceptance of these terms and conditions. Any proposal for additional or different terms, whether in Customer's purchase order or any other document, unless expressly accepted in writing by JCI, is hereby objected to and rejected. 7.JCI expressly disclaims any requirement, understanding or agreement, express or implied, included directly or incorporated by reference, in any Customer purchase order, solicitation, notice or otherwise, that any of JCI's personnel be vaccinated against Covid-19 under any federal, state/provincial or local law, regulation or order applicable to government contracts or subcontracts, including, without limitation, Presidential Executive Order 14042 ("Ensuring Adequate COVID Safety Protocols for Federal Contractors") and Federal Acquisition Regulation (FAR) 52.223- 99 ("Ensuring Adequate COVID Safety Protocols for Federal Contractors"). Any such requirement shall only apply to JCI's personnel if and only to the extent contained in a written agreement physically signed by an authorized officer of JCI. 8. If there are any changes to Customer's facilities or operations, or to applicable regulations, laws, codes, taxes, or utility charges, that materially affect JCI's performance of the Services or its pricing thereof, JCI shall have the right to an equitable and appropriate adjustment to the scope, pricing, and other affected terms of this Agreement. 9. No claim or cause of action, whether known or unknown, shall be brought against JCI more than one year after the claim first arose. Except as provided for herein, JCI's claims must also be brought within one year. Claims for unpaid contract amounts are not subject to the one-year limitation. ADDENDUM TO PSA TERMS AND CONDITIONS FOR MONITORING OF INTRUSION, FIRE AND OTHER SAFETY SYSTEMS If Remote Monitoring Services explicitly includes remote fire alarm monitoring, security alarm monitoring or video monitoring in the scope of work or customer charges, the Agreement is hereby modified and amended to include the terms and provisions of this Addendum to the PSA for Monitoring of Intrusion, Fire and Safety Systems (the "Addendum"). Capitalized terms that are not defined herein, shall have the meaning given to them in the Agreement. In the event of a conflict between the terms and conditions of this Addendum and those appearing in the Agreement, the terms and conditions of this Addendum shall prevail. 1. Remote Monitoring of Alarm Signals. If JCI receives an emergency alarm signal at JCI's ROC, JCI shall endeavor to notify the appropriate police or fire department, or other emergency response agency having jurisdiction and JCI shall endeavor to notify Customer or its designated representative by email unless instructed to do otherwise by Customer in writing and/or based on standard operating procedures for the ROC. JCI, upon receipt of a non -emergency signal from the Premises, shall endeavor to notify Customer's representative pursuant to Customer's written instructions, defaulting to email or text notification. Customer acknowledges that if the signals transmitted from the Premises will be monitored in a monitoring facility not operated by JCI, the personnel in such monitoring facilities are not the agents of JCI, nor does JCI assume any responsibility for the manner in which such signals are monitored or the response to such signal. 2. Remote Monitoring Services Pricing. Remote Monitoring Services shall be provided by JCI if the Agreement includes a charge for such Service. If such Service is purchased, JCI will monitor the number of alarms for the Premises and the initial charge is based on the pricing agreed to by the parties, subject to the terms and conditions of this Addendum. If the number of alarms produced at the Premises goes beyond the contracted number of alarms in a month, Customer will be billed an overage fee. 3. Communications Media. Customer acknowledges that monitoring of Covered Equipment requires transmission of signals over standard telephone lines and/or the Internet and that these modes of transmission may be interrupted, circumvented, or compromised, in which case no signal can be transmitted from the Premises to the monitoring facility. Customer understands that to allow the monitoring facility to be aware of such a condition, additional or alternative protection can be installed, such as line security devices, at Customer's cost and expense and for transmission via telephone line only. Customer acknowledges it is aware that line security devices are available and, unless expressly identified in Schedule A- Equipment List, has declined to purchase such devices. Customer further acknowledges that such additional protection is not available for Internet transmission under this Agreement. 4. False/Unnecessary Alarms; Service Calls. At JCI's option, an additional fee may be charged for any false alarm or unnecessary Service Visit ,' © 2023 Johnson Controls, Inc. Johnson 060 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 92 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL caused or necessitated by Customer. In addition, Customer shall be fully responsible and liable for fines, penalties, assessments, taxes, fees or charges imposed by a governmental body, telephone, communication, or signal transmission company as the result of any false alarm and shall reimburse JCI for any costs incurred by JCI in connection therewith. Customer shall operate the system carefully so as to avoid causing false alarms. False alarms can be caused by severe weather or other forces beyond the control of JCI. If an undue number of false alarms are received by JCI, in addition to any other available remedies available to JCI, JCI may terminate this Agreement and discontinue any Service(s) and seek to recover damages. If an agent is dispatched, by a governmental authority or otherwise, to respond to a false alarm, where the Customer, or any other party has intentionally, accidentally or negligently activated the alarm signal, Customer shall be responsible for and pay any and all fees and/or fines assessed with respect to the false alarms and pay to JCI the additional charges and costs incurred by it from a false alarm. If the Customer's system has a local audible device, Customer authorizes JCI to enter the Premises to turn off the audible device if JCI is requested or ordered to do so by governmental authorities, neighbors or anyone else and Customer will pay JCI its standard service call charge for each such visit. Police agencies require repairof systems which cause false dispatches. Customer shall maintain the equipment necessary for JCI to supplythe Services and Customer shall pay all costs for such maintenance. At least monthly, Customer will test the system's protective devices and send test signals to the ROC for all monitoring equipment in accordance with instructions from JCI or the ROC. Customer agrees to test the monitoring systems, including testing any ultrasonic, microwave, infrared, capacitance or other electronic equipment prior to the end of each month and will immediately report to JCI if the equipment fails to respond to the test. Customershall make any necessary repairs as soon after receipt of notice as is reasonably practical. Customer shall at all times be solely responsible for maintaining any sprinkler system in good working order and provide adequate heat to the Premises. S. Remote Monitoring of Video Monitoring Services. During the Term, JCI's sole and only obligation arising from the inclusion of Video Monitoring Services in any Service offering shall be to monitor the digital signals actually received by JCI at its ROC from means of the Video System and upon receipt of a digital signal indicating that an alarm condition exists, to endeavor, as permitted bylaw, to notify the police or other municipal authority deemed appropriate in JCI's absolute discretion and to such persons Customer has designated in writing to JCI to receive notification of such alarm condition asset forth herein.. No alarm installation, repair, maintenance or guard responses will be provided under this Video Monitoring Services option. JCI may, without prior notice to Customer, in response to applicable law or insurance requirements, revise, replace, discontinue and/or rescind its response policies and procedures. a. Inception and conclusion of service. Video Monitoring shall be provided by JCI if this Agreement includes a charge for Video Monitoring Services. If such Video Monitoring Service is purchased, Video Monitoring Services will begin when the Video System is installed and operational, and when the necessary communications connection is completed. No obligation for the provision of this Video Monitoring Service will commence until these requirements are met. b. Customer Equipment. Customer shall obtain, at its own cost and expense: (a) the equipment necessary to connect to JCI's ROC; and (b) whatever permission, permits or licenses that may be necessary from all persons, governmental authorities, utility, and any other related service providers in connection with the Services. The video system to be used by the Customer is intended to produce and transmit video images (the "Video System Images") of the Premises to the ROC (the "Video System"). JCI makes no promise, warranty or representation that the video system will operate as intended. Customerfurther agrees that, notwithstanding any role or participation by JCI in Video System and Video System Images, JCI shall have no responsibility or obligation with regard to Customer, the Video System or any other Customer equipment. c. System Location. The Video System related cameras shall be located and positioned by Customer along with attendant burglary digital alarm signal(s). Customer shall ensure that the Video System related cameras will be positioned and located such that it will only produce or capture Video System Images of areas of the Premises. Customer will provide adequate illumination under all operating conditions for the proper viewing of the cameras. Customer acknowledges and agrees that JCI has exercised no control over, or participated in locating or positioning the Video System related camera including, but not limited to selecting what areas, locations, things or persons that the Video System Images may depict or capture. d. Images. Customer shall be solely responsible for the Video System Images produced or captured by the Video System and Customer shall defend, indemnify and hold harmless JCI and its officers, agents, directors, and employees, from any and all damages, losses, costs and expenses (including reasonable attorneys' fees) arising out of third party claims, demands, or suits in connection with the use, operation, location and position of the Video System, and the Video System Images resulting there from, including, but not limited to, any claims of any person depicted in a Video System image, including but not limited to, any claim by such person that his or her privacy has been invaded or intruded upon or his or her likeness has been misappropriated. Any duty to obtain the consent or permission of any person depicted in a Video System Image to have his or her likeness to be depicted, received, transmitted or otherwise used, and the duty to determine and comply with any and all applicable laws, regulations, standards and other obligations that govern the legal, proper and ethical use of video capturing devices, such as the Video System, including, but not limited to, notification that the Video System is in use at the Premises, shall be the sole responsibility of the Customer. JCI agrees to make Video System Images available to Customer and upon their respective request. JCI makes no promise, warranty or representation as to the length of time that it retains Video Images, or the quality thereof. e. Video System Signals. When a signal from the Video System is received, JCI reserves the right to verify all alarm signals before notifying emergency personnel, and may choose not to notify emergency personnel if it has reason to believe, in its sole discretion, that an emergency condition does not exist. JCI will first attempt to verify the nature of the emergency by using visual verification and/orthe two- way voice system (if applicable) of the Video System included in Customer's system. If JCI determines that an emergency condition exists, JCI will endeavor to notify the proper police or emergency contact on a notification call list provided in writing by Customer to JCI, or its designee. When a non -emergency signal is received, JCI will attempt to contact the first available Customer representative on the notification call list but will not notify emergency authorities, this notification will be in the form of email or text and follow ROC processes. If the customer requires phone calls to the call list for any emergency or non -emergency situation, the customer will need to make this request in writing. Customer authorizes and directs JCI, as its agent, to use its full discretion in causing the arrest or detention of any person or persons on or around the premises who are not authorized by Customer. JCI WILL NOT ARREST OR DETAIN ANY PERSON. f. Recordings. Customer consents to the tape recording of all telephonic communications between the Premises and JCI. JCI will have �/J © 2023 Johnson Controls, Inc. Johnson 60 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 93 of 95 Johnson Controls Planned Service Proposal 0--A for CITY OF SANTA CLARITA CITY HALL no liability arising from recording (or failure to record) or publication of any two-way voice communications, other video recordings or their quality. JCI shall have no liability in connection with Video System or the Video System Images, including, but not limited to, any failure, omission, negligence or other act by JCI, or any of its officers, employees, representatives, agents, contractors, or any other third party in connection with the receipt (or failure of receipt), transmission, reading, interpreting, or response to any Video Image. 6. Risk of Loss is Customer's. JCI does not represent or warrant that the Services will prevent any loss by burglary, holdup, fire or otherwise, or that the Services will in all cases provide the protection for which it is installed or intended, or that the Services will be uninterrupted or error -free. Customer assumes all risk of loss or damage to the Premises being monitored and to its contents, whether belonging to Customer or others; and has not relied on any representations and warranties of JCI, express or implied, except as specifically set forth in this Agreement. Further, expressly excluded from this Agreement are the warranties of merchantability or fitness or suitability for a particular purpose. 7. JCI'S RECEIPT OF ALARM SIGNALS, ELECTRONIC DATA, VOICE DATA OR IMAGES (COLLECTIVELY, "ALARM SIGNALS") FROM THE EQUIPMENT OR SYSTEM INSTALLED IN THE PREMISES IS DEPENDENT UPON PROPER TRANSMISSION OF SUCH ALARM SIGNALS. JCI'S ROC CANNOT RECEIVE ALARM SIGNALS WHEN THE CUSTOMER'S TELCO SERVICE OR OTHER TRANSMISSION MODE IS NOT OPERATING OR HAS BEEN CUT, INTERFERED WITH, OR IS OTHERWISE DAMAGED, OR IF THE ALARM SYSTEM IS UNABLE TO ACQUIRE, TRANSMIT OR MAINTAIN AN ALARM SIGNAL OVER CUSTOMER'S TELCO SERVICE OR TRANSMISSION MODE FOR ANY REASON INCLUDING BUT NOT LIMITED TO NETWORK OUTAGE OR OTHER NETWORK PROBLEMS SUCH AS CONGESTION OR DOWNTIME, ROUTING PROBLEMS, OR INSTABILITY OF SIGNAL QUALITY. CUSTOMER UNDERSTANDS THAT SIGNAL TRANSMISSION FAILURE MAY OCCUR OVER CERTAIN TYPES OF TELCO SERVICES SUCH AS SOME TYPES OF DSL, ADSL, VOIP, DIGITAL PHONE, INTERNET PROTOCOL BASED PHONE OR OTHER INTERNET INTERFACE -TYPE SERVICE OR RADIO SERVICE, INCLUDING CELLULAR, WIRELESS OR PRIVATE RADIO, OR CUSTOMER'S PROPRIETARY TELCOMMUNICATION NETWORK, INTRANET OR IP-PBX, OR OTHER THIRD -PARTY EQUIPMENT OR VOICE/DATA TRANSMISSION NETWORKS OR SYSTEMS OWNED, MAINTAINED OR SERVICED BY CUSTOMER OR THIRD PARTIES, IF: (1) THERE IS A LOSS OF NORMAL ELECTRIC POWER TO THE MONITORED PREMISES OCCURS (THE BATTERY BACK-UP FOR JCI'S ALARM PANEL DOES NOT POWER CUSTOMER'S COMMUNICATION FACILITIES OR TELCO SERVICE); OR (2) ELECTRONIC COMPONENTS SUCH AS MODEMS MALFUNCTION OR FAIL. CUSTOMER UNDERSTANDS THAT JCI WILL ONLY REVIEW THE INITIAL COMPATIBILITY OF THE ALARM SYSTEM WITH CUSTOMER'S TELCO SERVICE AT THE TIME OF INITIAL INSTALLATION OF THE ALARM SYSTEM AND THAT CHANGES IN THE TELCO SERVICE'S DATA FORMAT AFTER JCI'S INITIAL REVIEW OF COMPATIBILITY COULD MAKE THE TELCO SERVICE UNABLE TO TRANSMIT ALARM SIGNALS TO JCI'S ROC. IF JCI DETERMINES IN ITS SOLE DISCRETION THAT CUSTOMER'S TELCO SERVICE IS COMPATIBLE, JCI WILL PERMIT CUSTOMER TO USE ITS TELCO SERVICE AS THE PRIMARY METHOD OF TRANSMITTING ALARM SIGNALS, ALTHOUGH CUSTOMER UNDERSTANDS THAT JCI RECOMMENDS THAT CUSTOMER ALSO USE AN ADDITIONAL BACK-UP METHOD OF COMMUNICATION TO CONNECT CUSTOMER'S ALARM SYSTEM TO JCI'S ROC REGARDLESS OF THE TYPE OF TELCO SERVICE USED. CUSTOMER ALSO UNDERSTANDS THAT IF JCI DETERMINES IN ITS SOLE DISCRETION THAT CUSTOMER'S TELCO SERVICE IS, OR LATER BECOMES, NON -COMPATIBLE, OR IF CUSTOMER CHANGES TO ANOTHER TELCO SERVICE THAT IS NOT COMPATIBLE, THEN JCI WILL REQUIRE THAT CUSTOMER USE AN ALTERNATE METHOD OF COMMUNICATION ACCEPTABLE TO JCI AS THE PRIMARY METHOD TO CONNECT CUSTOMER'S ALARM SYSTEM TO JCI'S ROC. JCI WILL NOT PROVIDE FIRE OR SMOKE ALARM MONITORING FOR CUSTOMER BY MEANS OTHER THAN AN APPROVED TELCO SERVICE AND CUSTOMER UNDERSTANDS THAT IT IS SOLELY RESPONSIBLE FOR ASSURING THAT IT USES APPROVED TELCO SERVICE FOR ANY SUCH MONITORING AND THAT IT COMPLIES WITH NATIONAL FIRE ALARM STANDARDS AND LOCAL FIRE CODES. CUSTOMER ALSO UNDERSTANDS THAT IF CUSTOMER'S ALARM SYSTEM HAS A LINE CUT FEATURE, IT MAY NOT BE ABLE TO DETECT ALARM SIGNALS IF THE TELCO SERVICE IS INTERRUPTED, AND THAT JCI MAY NOT BE ABLE TO DOWNLOAD SYSTEM CHANGES REMOTELY OR PROVIDE CERTAIN AUXILIARY MONITORING SERVICES THROUGH A NON -APPROVED TELCO SERVICE. CUSTOMER ACKNOWLEDGES THAT ANY DECISION TO USE A NON -APPROVED TELCO SERVICE AS THE METHOD FOR TRANSMITTING ALARM SIGNALS IS BASED ON CUSTOMER'S OWN INDEPENDENT BUSINESS JUDGMENT AND THAT ANY SUCH DECISION IS MADE WITHOUT ANY ASSISTANCE, INVOLVEMENT, INPUT, RECOMMENDATION, OR ENDORSEMENT ON THE PART OF JCI. CUSTOMER ASSUMES SOLE AND COMPLETE RESPONSIBILITY FOR ESTABLISHING AND MAINTAINING ACCESS TO AND USE OF THE NON -APPROVED TELCO SERVICE FOR CONNECTION TO THE ALARM MONITORING EQUIPMENT. CUSTOMER FURTHER UNDERSTANDS THAT THE ALARM SYSTEM MAY BE UNABLE TO SEIZE THE TELCO SERVICE TO TRANSMIT AN ALARM SIGNAL IF ANOTHER CONNECTION HAS DISABLED, IS INTERFERING WITH, OR BLOCKING THE CONNECTION. CUSTObERACCEPTANCE h ailm ng Wiik reerrent, Customer agrees to the it mu and m xkoz mntaned hden nckrdrrrg those on the fogarrg pages) of this Agreement and aiyatachrrem or sods ata:hed therm 4rat oomar ai torra term and oori tons. It s urAirsood tra these terms and cm toms shag pr e%W ova aryvetatim n tams ad emdams on any p rChase order or aha dotvnerrt that Customer Trey ssva Arrychanges re(pested by voimer after the aec;s*n of this At9*w*,rt steal be pad tar bythe Custtxrlr and wo changes steal be aLMoezdd n vr". ATTENTION B DRECTED TO THE LINT TATION OF LIABILITY, WARRANTY, I DEhNTYAND OTHER COIDITIONS CONTAINED IN THIS AGREEMENT. Pscng is based upon the fdlovmg billing and paJrmert tears: mxsoes vA be dwered vra email, payrxnt due Meof NET 30, ad evoces are to be paid via ACH bark transfer. JohmonCaxv'sAQ+.OEFTbark traesferdeWsvr9befbrhmm�gu�tn ±auuaagreerest. This offer shall bevoid if not accepted in . ntng mthn thirty 13% days fmmthe date first set forth above. [END OF DOCUMENT] © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 060 Controls Page 94 of 95 Johnson Controls Planned Service Proposal Prepared for CITY OF SANTA CLARITA CITY HALL © 2023 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson 60 Controls Page 95 of 95 EXHIBIT A CITY OF SANTA CLARITA AS NEEDED REPAIRS 2023 Quote Prepared by Natalie Avelar Johnson 01 /02/2023 Controls Bill To: CITY OF SANTA CLARITA 23920 VALENCIA BLVD, SUITE 300 SANTA CLARITA CA USA 91355 Quote Reference Number: 1-1LVSN9KG Project Name: CITY OF SANTA CLARITA AS NEEDED REPAIRS 2023 Site: CITY OF SANTA CLARITA CITY HALL 23920 VALENCIA BLVD STE 300 SANTA CLARITA CA 91355-5316 Branch Info: JOHNSON CONTROLS LOS ANGELES CA CB - ONOG Attn: Glen Durfee Name: Glen Durfee This proposal is hereby accepted and Johnson Controls is authorized to proceed with the work, subject to credit approval By Johnson Controls, Inc. Milwaukee, WI. We propose to furnish the materials and/or perform the work below for the net price of: $200,000.00 This proposal is valid through: 02/01/2023 CITY OF SANTA CLARITA Signature: Name: Title: Date: PO: Johnson Controls Inc. Signature: Name: Title: Date: CONFIDENTIAL: For customer review. ©2022 Johnson Controls Johnson Controls Page 1 of 5 EXHIBIT A Benefits/Scope of Work: Blanket PO per agreed upon Sourcewell rates. All JCI pricing provided under this agreement will be in accordance with the Johnson Controls Sourcewell contract #070121-JHN All buildings below will pertain to this contract CITY HALL BUSINESS INCUBATOR TRANSIT FACILITY Public Work Corporate Yard Jan Heidt Newhall Metrolink Station Santa Clarita Metrolink Station VIA Princessa Metrolink Station Channel 20 Public Access TV Studios Old Town Newhall Parking Structure VALENCIA LIBRARY JO ANNE DARCY LIBRARY OLD TOWN NEWHALL LIBRARY Old Orchard Park Newhall Park and aquatics Valencia meadows park and aquatics Valencia glen park and aquatics Santa Clarita Park and aquatics North Oaks Park and aquatics Santa Clarita Sports Complex Gym Santa Clarita Sports Complex The Centre Santa Clarita Sports Complex Aquatics Center Santa Clarita Sports Complex Skate Park Canyon Country Park Vista Canyon Park 1 Newhall Community Center Canyon Country community center Central Park The Main Theatre Exclusions: 1.1-abor or material not specifically described above is excluded from this proposal. 2.Unless otherwise stated, any and all overtime labor is excluded from this proposal. 3.Applicable taxes or special freight charges are excluded from this proposal CONFIDENTIAL: For customer review. ©2022 Johnson Controls Johnson Controls Page 2 of 5 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN Sourcewell . Solicitation Number: RFP #070121 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Johnson Controls, Inc., 5757 North Green Bay Avenue, Milwaukee, WI 53209 (Supplier). Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for HVAC Systems and Related Services from which Supplier was awarded a contract. Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell's cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires August 12, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier. C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All rights will cease upon expiration or termination of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN Supplier's Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new andthe current model. Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier's product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity's site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship for a period of one year for Equipment and Products and ninety days for Services. Supplier's dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer's warranty that extends beyond the expiration of the Supplier's warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier's authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier's responsibility to ensure Sourcewell receives the most current information. 3. PRICING All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier's Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity's total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity's requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products. B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax - exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At anytime during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line -item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator. At a minimum, the request must: • Identify the applicable Sourcewell contract number; • Clearly specify the requested change; • Provide sufficient detail to justify the requested change; Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN • Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and • Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell's cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity's authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity's use of this Contract is at the Participating Entity's sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Supplier's employees may be required to perform work at government - owned facilities, including schools. Supplier's employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. Supplier's acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry -specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Supplier will provide its standard proposal terms and conditions with specific scope for all task orders under this Contract. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be negotiateddirectly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity's requirements. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity's order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN • Maintenance and management of this Contract; • Timely response to all Sourcewell and Participating Entity inquiries; and • Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made). The Report must contain the following fields: • Participating Entity Name (e.g., City of Staples Highway Department); • Participating Entity Physical Street Address; • Participating Entity City; • Participating Entity State/Province; • Participating Entity Zip/Postal Code; • Participating Entity Contact Name; • Participating Entity Contact Email Address; • Participating Entity Contact Telephone Number; • Sourcewell Assigned Entity/Participating Entity Number; • Item Purchased Description; • Item Purchased Price; • Sourcewell Administrative Fee Applied; and • Date Purchase was invoiced/sale was recognized as revenue by Supplier. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier's name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above "Attn: Accounts Receivable" or remitted electronically to Sourcewell's banking institution per Sourcewell's Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract's expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Supplier's Authorized Representative is the person named in the Supplier's Proposal. If Supplier's Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties. D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties. E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master -servant, or principal -agent. 11. INDEMNITY AND HOLD HARMLESS Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys' fees, to the extent resulting from negligence or willful misconduct in the performance of this Contract by the Supplier or its agents or employees for third -party injury or death to person(s) or property or caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Supplier will not be liable for indirect or consequential damages. Vendor's liability to Sourcewell arising out of this Contract, with the exception of Supplier's indemnification obligations under this Section, shall not exceed amounts paid or payable under this Contract. Sourcewell's responsibility will be governed by the State of Minnesota's Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law. 12. GOVERNMENT DATA PRACTICES Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT File nIIII IIits] 01ANa10•191113 Wil 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Supplier a royalty -free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell's relationship with Supplier. Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4E01-AE7B-F988DBOAOEB1 070121-JHN b. Supplier grants to Sourcewell a royalty -free, worldwide, non-exclusive right and license to use Supplier's trademarks in advertising and promotional materials for the purpose of marketing Supplier's relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively "Permitted Sublicensees") in advertising and promotional materials for the purpose of marketing the Parties' relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Neither party may alter the other party's trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos. b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party's trademarks only in good faith and in a dignified manner consistent with such party's use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws. Supplier shall have the right, at its option, to: i) make the Equipment or Products non -infringing, ii) replace the infringing Equipment or Products; or (iii) on return of the Equipment or Products by Sourcewell or the Participating Entity, Supplier will refund the amounts actually paid by Sourcewell or the Participating Entity for the infringing Equipment or Products, less depreciation over a three (3) year period. Liability for infringement under this Section excludes: (i) misuse or modification of the product by Sourcewell or the Participating Entity or its employees, agents or downstream customers, (ii) use of the product or work in combination with other materials, goods, products, or services for which the product was not intended to be used (as demonstrated by Supplier's applicable product literature), (iii) failure of Sourcewell or the Participating Entity to implement any update provided by Supplier that would have prevented the claim, (iv) work that Supplier made to Sourcewell's or the Participating Entity's specifications or designs, (v) product that is not manufactured by Supplier, and (iv) claims with respect to third party hardware or software. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party's name or logo (excepting Sourcewell's pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell's written directions. Rev. 3/2021 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN 6. Digital & Intellectual Property. Use, implementation, and deployment of software and hosted software products proprietary to Supplier ("Software") shall be subject to, and governed by, Supplier's standard terms for such Software and Software related professional services in effect from time to time at https://www.johnsoncontrols.com/techterms (collectively, the "Software Terms"). Applicable Software Terms are incorporated herein by this reference. Other than the right to use the Software as set forth in the Software Terms, Supplier and its licensors reserve all right, title, and interest (including all intellectual property rights) in and to the Software and improvements to the Software. The Software that is licensed hereunder is licensed subject to the Software Terms and not sold. If there is a conflict between the other terms herein and the Software Terms, the Software Terms shall take precedence and govern with respect to rights and responsibilities relating to the Software, its implementation and deployment and any improvements thereto. Supplier shall retain all right, title and interest in any (a) work provided to Sourcewell and any Participating Entities, including without limitation, all software source and object code, documentation, technical information or data, specifications and designs and any changes, improvements or modifications thereto ("Deliverables"), and (b) Know -How (defined below) employed by Supplier in the creation of the Deliverables or performance of the associated work, whether known to Supplier prior to, or developed or discovered or acquired in connection with, the performance of its obligations under this Contract. Ownership of all Deliverables and Know -How shall vest solely in Supplier and no Deliverables shall be deemed "works made for hire." Without limiting the generality of the foregoing, ownership of all source files used in the course of performing all associated work shall remain the exclusive property of Supplier. For purposes of this Contract, "Know -How" means any know-how, processes, techniques, concepts, methodologies, tools, analytical approaches, database models and designs, discoveries, and ideas furnished, produced by, developed, or used by Supplier in the creation or provision of the Deliverables or in the performance of the Services, Products or Equipment, and any changes, improvements, or modifications thereto or derivatives thereof. Additional terms and conditions or other required transaction documentation related to Software Terms may be addressed directly between a Participating Entity and Supplier depending upon the Software or offering, including any applicable terms and conditions related to any Software subscriptions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract. Rev. 3/2021 10 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services. 14. GOVERNING LAW, JURISDICTION, AND VENUE The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota. 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party's reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: Rev. 3/2021 11 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non -defaulting party may: • Exercise any remedy provided by law or equity, or • Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an "AM BEST" rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers' Compensation and Employer's Liability. Workers' Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office ("ISO") Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products -completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products -Completed operations $2,000,000 general aggregate Rev. 3/2021 12 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN 3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non -owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer's Liability, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier's security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data — including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. 1l 11 u .0 u $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier's commercial general liability insurance policy with respect to liability arising out of activities, "operations," or Rev. 3/2021 13 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN "work" performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self -insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self -insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing. Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. Rev. 3/2021 14 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN 21. PROVISIONS FOR NON -UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to "federal" should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Supplier's Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of "federally assisted construction contract" in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending Executive Order 11246 Relating to Equal Employment Opportunity," and implementing regulations at 41 C.F.R. § 60, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor." The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis -Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, "Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction"). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland "Anti -Kickback" Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, "Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis -Bacon Act provisions. Rev. 3/2021 15 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACTOR AGREEMENT. If the federal award meets the definition of "funding agreement" under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that "funding agreement," the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains the names Rev. 3/2021 16 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI -LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier's discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier's personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation Rev. 3/2021 17 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre -approval. N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user. O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier's actions pertaining to this Contract or any purchase by a Participating Entity. P. FEDERAL DEBT. The Supplier certifies that it is non -delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments. Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested. R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism. S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216. Rev. 3/2021 18 DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 070121-JHN T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322. 22. CANCELLATION Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days' written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier's Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell DocuSigned by: y s&W�� COFD2A 139D06489... By: Jeremy Schwartz Title: Chief Procurement Officer 10/7/2021 1 8:54 PM CDT Date: Approved: E DocuSigned by: 1 7E42B8F817A64CC... By: Chad Coauette Title: Executive Director/CEO 10/14/2021 1 5:53 PM CDT Date: Johnson Controls, Inc. E DocuSigned by: DD49ESOF7B6E24C5... By: Jeremy L. Rainwater Title: VP & GM HVAC and Controls North America Date: 10/14/2021 1 5:51 PM CDT Rev. 3/2021 19 DocuSign Envelope ID: AA875FE5-8599-4E01-AE7B-F988DBOAOEB1 RFP 070121 - HVAC Systems and Related Services Vendor Details Company Name: Johnson Controls, Inc. Does your company conduct business under any other name? If MD yes, please state: PO Box 246 Address: Chesapeake City, Maryland 21915 Contact: Tom Staves Email: thomas.staves@jci.com Phone: 443-676-8813 Fax: 443-676-8813 HST#: 39-0380010 Submission Details Created On: Thursday June 03, 2021 10:17:10 Submitted On: Thursday July 01, 2021 10:19:53 Submitted By: Tom Staves Email: thomas.staves@jci.com Transaction #: 3a12fdca-b2a1-4826-b500-969a9b2c8b16 Submitter's I Address: 104.129.195.1 Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4E01-AE7B-F988DB0A0EB1 Specifications Table 1: Proposer Identity & Authorized Representatives General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach additional documents to your response without also providing a substantive response. Do not leave answers blank, respond "N/A" if the question does not apply to you (preferably with an explanation). Line Item Question Response* 1 Proposer Legal Name (one legal entity only): Johnson Controls Inc. 2 Identify all subsidiary entities of the Proposer Johnson Controls Canada, LP whose equipment, products, or services are Johnson Controls Security Solutions included in the Proposal. 3 Identify all applicable assumed names or DBA Johnson Controls does not have any applicable assumed names. names of the Proposer or Proposer's Johnson Controls, Inc. has previously operated under two (2) former names: subsidiaries in Line 1 or Line 2 above. 1. Johnson Service Company from July 10, 1902 to November 11, 1974 2. Johnson Electric Service Company from July 31, 1900 to July 10, 1902 4 Proposer Physical Address: 5757 North Green Bay Avenue Milwaukee, wl 53209 5 Proposer website address (or addresses): wdwv.JohnsonControls.com 6 Proposer's Authorized Representative (name, Jeremy L Rainwater, VP & GM HVAC and Controls North America title, address, email address & phone) (The 5757 North Green Bay Avenue Milwaukee, wl 53209 representative must have authority to sign jeremy.l.rainwater@jci.com the 'Proposer's Assurance of Compliance" on 414-524-1200 behalf of the Proposer and, in the event of award, will be expected to execute the resulting contract): 7 Proposer's primary contact for this proposal Tom Staves (name, title, address, email address & phone): Cooperative Program Manager 705 Digital Drive, Suite N, LINTHICUM HEIGHTS, MD 21090-2267 Thomas.Staves@JCI.com 443-676-8813 8 Proposer's other contacts for this proposal, if Andrew Pergande, Director Commercial Optimization any (name, title, address, email address & 5757 North Green Bay Avenue Milwaukee, wl 53209 phone): Andrew.Pergande@jci.com 414 524 6937 Table 2: Company Information and Financial Strength Line (Question (Response* Item Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 9 Provide a brief history of your company, including your Johnson Controls is a global diversified technology and multi -industrial leader serving a wide range of clients in more company's core values, business philosophy, and industry than 150 countries. Our Performance Infrastructure business, which operates independently, and specifically is longevity related to the requested equipment, products or responsible for the successful delivery of guaranteed savings projects and other alternative funding projects delivers services. world -class solutions that address our clients' energy and infrastructure needs. Our solutions leverage our experience from thousands of higher education projects across the country matched to the specific requirements and needs of the client and their facilities. Our company has its very roots in the energy efficiency business. In 1883, Warren S. Johnson, a professor at the State Normal School in Whitewater, Wisconsin, received a patent for the electric room thermostat. His invention launched the building control industry. Johnson Controls with over $30 billion of revenue in 2017, recently Johnson Controls merged with Tyco to become a global leader in building systems, energy storage, and integrated security and fire. Johnson Controls is a pioneer in developing performance contracting as a viable means by which to update facilities and make them more cost-effective to operate. We have implemented more than 3,000 performance contracting agreements — all with guaranteed savings since 1983. Core Values, Business Philosophy Johnson Controls Values: INTEGRITY FIRST: We promise honesty and transparency. We uphold the highest standards of integrity and honor the commitments we make. PURPOSE LED: We believe in doing well by doing good and hold ourselves accountable to make the world a better place through the solutions we provide, our engagement in society, the way we do business, and our commitment to protect people and the environment. CUSTOMER DRIVEN: We win when our customers win. Our long-term strategic relationships provide unique insights and the ability to deliver exceptional customer experiences and solutions. FUTURE FOCUSED: Our culture of innovation and continuous improvement drives us to solve today's challenges while constantly asking 'whats next. ONE TEAM: We are one team, dedicated to working collaboratively together to create purposeful solutions that propel the world forward. Industry Longevity Related To The Requested Equipment: Johnson Controls paints an impressive picture, with 130+ years of innovation and over four million customers. Johnson Controls is a global diversified technology and multi -industrial leader serving a wide range of customers. Our commitment to sustainability dates back to our roots in 1885, with the invention of the first electric room thermostat. Johnson is committed to helping our customers win and creating greater value for all of our stakeholders through a strategic focus on buildings and energy growth platforms. Products Or Services Johnson Controls offers best -in -class technologies, products, installation, and service capabilities across building management, fire, security, sensors/controls, HVAC, industrial refrigeration, and energy storage solutions. Our offering includes total support for all fire alarm, fire detection, fire protection, integrated security, HVAC, Building Controls, healthcare communications, and sound/communications needs. Our capabilities include design, engineering development, integration, installation, project management, programming, testing, commissioning, training, warranty support, and post -warranty service. Our Technicians are highly trained and use state-of-the-art test equipment to ensure high -quality results and are trained to perform related repairs, in addition to inspections and responding to emergency maintenance requirements. Our life safety services are "Best -Value" for the following reasons: - Specialized inspection teams trained to identify and correct problems before they occur, thus preventing costly nuisance alarms and unnecessary downtime. - Experienced technicians ensure that repairs are done right and promptly. Standardized reporting and documentation. - Customized service plans to meet any customer's needs. Our organization provides local support from our North American network of over 150 local offices in the United States and Canada. Each office functions as a "one -stop -shop" providing parts, supplies, and equipment specific to each of the clients it serves. 10 What are your company's expectations in the event of an Johnson Controls expects to build upon our previous contract 030817-JHN successes. Though we had tremendous award? adoption by our sales teams, there is still much work that needs to be done to maximize the sales potential including launching Canada. We are looking to add additional personnel to our corporate sales team to manage field training, business development, and direct sales. An annual budget has been submitted to assist in the development of additional collateral and E-marketing campaigns and plans to attend local/ regional trade shows to promote our participation in the program. 11 Demonstrate your financial strength and stability with meaningful Johnson Controls Inc is a wholly -owned indirect subsidiary of Johnson Controls International plc, a publicly owned data. This could include such items as financial statements, company listed on the New York Stock Exchange (ticker: JCI). As a wholly -owned subsidiary, Johnson Controls Inc's SEC filings, credit and bond ratings, letters of credit, and financial results are consolidated in the financial statements of Johnson Controls International plc. In Fiscal Year 2020, detailed reference letters. Upload supporting documents (as Johnson Controls saw net revenue of $22.3 billion with positive cashflow. Johnson Controls enjoys a strong balance applicable) in the document upload section of your response. sheet with $10 billion in assets against $8.2 billion in total liabilities. Total shareholders' equity was $17.4 billion for FY 2020. We have provided the Johnson Controls 2020 Annual Report, credit and bond ratings, letters of credit, and detailed reference letters 12 What is your US market share for the solutions that you are Johnson Controls does not divulge market share for equipment categories, however, we can report on our North proposing? American market share for the following services: - Energy Saving Performance Contracting: 14% P3: 36 - Service and Maintenance: 3% These values include both the US and Canada. 13 What is your Canadian market share for the solutions that you See answer to question 12. are proposing? 14 Has your business ever petitioned for bankruptcy protection? If Johnson Controls has never petitioned for bankruptcy protection. so, explain in detail. 15 How is your organization best described: is it a manufacturer, B) Johnson Controls is a manufacturer and service provider with an extensive network of sales and service branches a distributor/dealer/reseller, or a service provider? Answer that are 100% company -owned. The branch network provides equipment, installation, and service for HVAC, security, whichever question (either a) or b) just below) best applies to fire, and Performance Contracting (PC) needs. your organization. a) If your company is best described as a distributor/dealer/reseller (or similar entity), provide your written authorization to act as a distributor/dealer/reseller for the manufacturer of the products proposed in this RFP. If applicable, is your dealer network independent or company owned? b) If your company is best described as a manufacturer or service provider, describe your relationship with your sales and service force and with your dealer network in delivering the products and services proposed in this RFP. Are these individuals your employees, or the employees of a third party? Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 16 If applicable, provide a detailed explanation outlining the When selecting a company to provide HVAC systems and service, you want to choose a proven contractor that is licenses and certifications that are both required to be held, responsible, experienced, and has employees with the expertise and knowledge to work efficiently and help you and actually held, by your organization (including third parties make the best choices for your facilities. and subcontractors that you use) in pursuit of the business contemplated by this RFP. In addition to professional licenses in all 50 states and 10 Canadian Provinces, our team members hold licenses, certifications, and accreditations by various professional organizations. Professional certification or accreditation indicates a certain proven amount of knowledge and experience in a particular subject area. To earn many of these credentials (e.g., LEED Accredited Professional), applicants are required to have experience in the field as well as pass a comprehensive examination administered by a third party. By regularly maintaining their certifications, our employees ensure they continue their education and keep pace with industry trends and standards. Please see the "Johnson Controls Certification Table" uploaded as a separate file. This table identifies just a few of the professional certifications held by Johnson Controls team members, relevant to HVAC equipment and services and energy efficiency projects. Beyond the dedicated resources for a project, our team can seek additional support from a variety of certified professionals at the regional and national level, as represented here. 17 Provide all "Suspension or Debarment' information that has Johnson Controls has been in business for well over 100 years and operates from about 120 offices in all North applied to your organization during the past ten years. America. To the best of our knowledge and information, neither company, as a corporate entity, nor any of its branch or satellite offices have been suspended or debarred by any federal, state, provincial, or municipal public agency. Table 3: Industry Recognition & Marketplace Success Line Item IQuestion Response" Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 18 Describe any relevant industry awards or recognition that your Our organization participates in a wide range of activities and has been recognized in several unique areas. The company has received in the past five years following information highlights some key examples. SUSTAINABILITY AND CORPORATE SOCIAL RESPONSIBILITY 2019 World's Most Ethical Company 12 selections since 2007 (March 2020, selected for the 13th time) Ethisphere Magazine 100 Best Corporate Citizens, 2019 Transparency and social responsibility, since 2006 Corporate Responsibility Magazine 2019 Best Corporate Citizens Community involvement, environmental impact, and fair employee treatment. Forbes Magazine Change the World, 2018 Companies that are doing well by doing good Fortune Magazine AAA Rating Environmental, social, and governance MSCI Socially Responsible Indices Carbon Clean 200 Biggest public companies ranked by green energy revenues Corporate Knights and As You Sow Energy Star Most Efficient 2020 Most efficient products Energy Star Environmental Leader Project of the Year For partnership with The University of Hawaii (UH) Maui College Environmental Leader and Energy Manager Today Top Project Judges' Choice Award for its impressive strides in sustainability and renewable energy Environmental Leader and Energy Manager Today Environment + Energy Leader 100 Terrill Laughton, VP, and GM of Energy Optimization and Connected Equipment Environmental Leader and Energy Manager Today INNOVATION Johnson Controls Top 100 Global Innovators, 5-time winner Most innovative corporations and institutions in the world, 2016, 2017, 2019, 2019,2020 Clarivate Analytics Overall IoT Company of the Year, 2020 Top companies, technologies, and products in the global Internet of Things (IoT) market IoT Breakthrough Most Intelligent Building — Corporate Headquarters (Bee'ah's new headquarters in the UAE) Optimize energy efficiency, make the best use of available space and help the building's occupants be more productive Digie Award QUALITY / PRODUCTS Our organization participates in a wide range of activities and has been recognized in several unique areas. The following information highlights some key examples. Humanitarian Award, 2019 Fire Commissioner's Humanitarian Award Fire Department of the City of New York Foundation Sustainability Product of the Year The YORK& Mission Critical Direct Evaporative Cooling Air Handling Unit in the 2019 Sustainability Awards. The awards honor those who have made sustainability an integral part of their business practice. The Business Intelligence Group Edison Award Environmentally Friendly Solutions sub -category of the Energy and Sustainability award category The Edison Awards annually honor excellence in human -centered design and innovation Five honors in the 2019 Brandon Hall Group Human Capital Management Excellence Awards Innovative learning solutions and sales training programs that help improve the human capital management space, achieve results and provide meaningful careers Brandon Hall Group YORK& YHAU CGN Absorption Chiller — Heater Use of a natural refrigerant (water) that offers zero ozone depletion and global warming potential New Products for Engineers 2018 IW Best Plants Winner, Norman OK plant Operational excellence Industry Week Four 2019 World Class Briefing Awards for its excellence in management, planning, customer experience, and measurement Association of Briefing Program Managers Most Intelligent Building — Corporate Headquarters (Bee'ah's new headquarters in the UAE) Optimize energy efficiency, make the best use of available space and help the building's occupants be more productive Digie Award WORKFORCE DIVERSITY Grady Crosby, vice president of public affairs and chief diversity officer honored with the 2019 Business Champion award Commitment to creating a diverse and inclusive workforce African American Chamber of Commerce Top 50 Employers for Women Engineers, 2019 Readers of Woman Engineer were asked to name the employers for whom they would most like to work or that they believe would provide a positive working environment for women Women Engineer 50 Best Companies for Diversity Dec. 2018 Black Enterprise Magazine Top Employer — China, 2019 For exceptional employee conditions, nurturing and developing talent throughout all levels of the organization and striving to optimize its employment practices and to develop its employees Top Employers Institute, China 2019 Best of the Best for U.S. Veterans Top Veteran -Friendly Companies U.S. Veteran's Magazine 2019 Sustainability Awards and Recognition does not include most recognition bestowed to specific locations and individual employees by organizations around the world for our employees' work to build a sustainable world and does not include sustainability indices to which Johnson Controls was named. This list is representative but not exhaustive of global sustainability honors and awards. 19 What percentage of your sales are to the governmental sector 26% in the past three years 20 What percentage of your sales are to the education sector in 18% the past three years 21 List any state, provincial, or cooperative purchasing contracts NCPA - $3,865,224 that you hold. What is the annual sales volume for each of TIPS - $2,281,196 these contracts over the past three years? NASPO - $6,036,765 OMNIA - $1,500,000 (1st yr of agreement) Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 22 List any GSA contracts or Standing Offers and Supply GSA - 084 190CA $11,680,149 Arrangements (SOSA) that you hold. What is the annual sales GSA-03FAC 0060P $5,131,971 volume for each of these contracts over the past three years? Table 4: References/Testimonials Line Item 23. Supply reference information from three customers who are eligible to be Sourcewell participating entities. Entity Name * Contact Name * Phone Number* Brainerd Public Schools Earl Wolleat 218-454-6906 earl.wolleat@isdl8l.org Castlewood School District Dawn Wersma 605-793-2351 dawn.wiersma@kl2.sd.us Watertown School District Heidi Clausen 605-882-6314 heidi.clausen@kl2.sd.us Fort Bend County Taral Patel 281-341-8608 itaral.patel@fortbendcountyt<.gov Marshall County Roger Haugtvedt 218-745-4951 irodger.haugtvedt@oo.marshall.mn.us Table 5: Top Five Government or Education Customers Line Item 24. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years. Entity Name Entity Type * State / Province * Scope of Work * Size of Transactions* Dollar Volume Past Three Years Western Regional Government NIL - Newfoundland and P3, service, controls $322.00 — $109,274,268.00 $109.3M Integrated Health Labrador Authority Corvias Group - Government Florida- FL Work for this entity took place in multiple $61,531 — $43,968,914 $97M Public Housing states. Performance Contracting infrastructure improvements CUNY - The City Education New York -NY Service, Chiller plant upgrade, hot water BMS $5,620 — $24,724,109 $35.9M University of New extension, security cameras, various York infrastructure upgrades City of Toledo Government Ohio -OH Performance Contract, various HVAC $334 - $75,390,135 $75.9M upgrades, automated meters, controls, service School District of Education Pennsylvania - PA Performance Contract, fire alarm, controls, $3,986 - $24,000,000 $64.4M Philadelphia various mechanical HVAC equipment upgrades Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Table 6: Ability to Sell and Deliver Service Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable. Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions. Line it em Question Response - 25 Sales force. Johnson Controls has 1740 sales personnel in North America working out of more than 160 branch offices. Our sales professionals are full-time employees. Most of the North American employees are full time with less than 1.5% being temporary or part-time. 26 Dealer network or other distribution methods. Johnson Controls, Inc. does utilize a minimal amount of Agents at strategic locations throughout the USA. These Agents will be required to work through a local branch when using the Sourcewell contract to ensure pricing integrity and contract compliance. For those dealers that eventually want to sell direct, they Will be required to go through a training program and a contract modification will be submitted to add them as an approved Dealer/Agent. 27 Service force. As mentioned previously, we understand the importance of having a local presence in the communities we serve. This is why we have over 4,800 front-line service providers nationwide in over 160 branch locations. These service providers are direct employees of Johnson Controls. 28 Describe in detail the process and procedure of your Johnson Controls service team provides emergency and/or call -as -needed service. Dispatched through our 24-hour customer service program, if applicable. Include your operation center, professional tradesmen and technicians are available whenever and wherever needed. In most North response -time capabilities and commitments, as well as any American locations, we have the capability to answer emergency calls Within two hours of the original call if required incentives that help your providers meet your stated service by the customer. Once issues are logged via our 24-hour emergency number, a record of the emergency is made for goals or promises. tracking purposes, and a service team member or members Will be dispatched to the site of the issue. We also provide next -day service for routine service calls. We guarantee to answer emergency calls within 24 hours of your call and have technicians available 24-hours a day, seven days a week. In addition to the service required, our technicians Will suggest ways to improve conditions, as well as alternate methods of operations. If needed, they Will contact other specialists to assist with the issues at hand and provide you With written documentation. Some very remote locations may be more than 2-hours away from a service branch. In those cases, we may install additional technology to enable us to detect, analyze, and possibly remedy problems remotely. Another option is establishing a connection to our Remote Operations Center who can then detect, report, and fix problems as they occur. In some cases, we have subcontracted with a local firm that can provide service within the 2-hour window. We deliver unparalleled OEM service support for our industry -leading YORK chillers and Metasys building management system, as well as the expertise to service any competitive brand of equipment, including chillers, boilers, HVAC mechanical equipment, and controls systems. When it comes to servicing HVAC equipment or controls systems, we Will provide customers with the expertise, resources, professionalism, and results expected from a global industry leader — with the attention to detail and commitment to the community of a local service provider. The Johnson Controls E-Service tool provides a customer portal where Sourcewell members can access information related to their building(s) and service jobs, including details about service history, service requests, agreements, and invoices. From the main portal page, they can also review news articles and connect directly to various offerings. Our service branches are certified to service a wide range of facility infrastructures including the following: Building automation control systems Chiller and refrigeration equipment Boilers and associated heating systems Air handling equipment and large fans Hydronic equipment including pumps and cooling towers Pneumatic air systems (control and process) Fire alarm systems Security and card access control systems Low and high voltage electrical systems Packaged rooftop units and unitary heat/cooling equipment Maintenance In order to protect your investment in its equipment and facilities, it is prudent to perform regular service/maintenance as outlined by the manufacturers. With an optimal maintenance strategy, one can expect a reduction in downtime, maintenance, and operating costs. Especially in a stringent cost -reduction environment — and with increasing demands placed upon facility managers and staff — it is more important than ever to find ways to simplify, expedite, and improve one's job while finding cost efficiencies along the way. We can customize a facility maintenance plan to address the manufacturer's recommended preventative maintenance tasks for all of your equipment. An effective strategy applies an optimum mix of different approaches based on the risk impact or cost and consequences of failure. Establishing this proper mix and focusing on continuous improvement is equally important in a successful strategy. Reactive Maintenance Fixing or replacing equipment only when they fail. Assets will be out of service until fixed. Significant overtime and expedited delivery costs incurred. Predictive Maintenance Checking the condition of the equipment as it operates. Equipment conditions, rather than time intervals, determine the need for service. Preventative Maintenance Scheduling maintenance at specific times offers the first line of defense against failure. Proactive Maintenance Addresses root causes identified by predictive methods. It isolates and corrects the sources of failure altogether. 29 Describe your ability and willingness to provide your Johnson Controls will support all geographic areas and market sectors of the United States through the proposed products and services to Sourcewell participating entities in contract. We will be offering and promoting an awarded contract to all Sourcewell member segments and verticals the United States. through the proposed contract. 30 Describe your ability and willingness to provide your Johnson Controls frequently provides products and services to customers in Canada, and will gladly support Sourcewell products and services to Sourcewell participating entities in Canadian members. We have successfully managed, engineered, and implemented more than $550 million in Canada. performance contract projects across Canada, which represents over $600 million in guaranteed savings. We have 20 branch offices located throughout Canada, which enables us to provide HVAC systems and services to all provinces, Yukon Territory, the Northwest Territories, and Nunavut. 31 Identify any geographic areas of the United States or Johnson Controls can service all geographic areas of the United States and all Sourcewell Member sectors. We have Canada that you will NOT be fully serving through the an international presence and an extensive presence in the United States and Canada. We provide HVAC systems proposed contract. and services to all markets and sectors and have entire teams dedicated to State Government, Higher Education, K- 12 Schools and Districts, Local Government, Federal Government, Healthcare, and Public Housing. 32 Identify any Sourcewell participating entity sectors (i.e., Johnson Controls, Inc. can service all geographic areas in North America across all entity sectors with no limitations. government, education, not -for -profit) that you Will NOT be fully serving through the proposed contract. Explain in detail. For example, does your company have only a regional presence, or do other cooperative purchasing contracts limit your ability to promote another contract? 33 Define any specific contract requirements or restrictions that Johnson Controls operates offices located in HI, AK, and US Territories. There Will not be any additional charges to would apply to our participating entities in Hawaii and service customers located within these areas unless they are more than our standard branch response area of 1 Alaska and in US Territories. hours' travel from the nearest Johnson Controls office. Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Table 7: Marketing Plan Line Item Question Response* 34 Describe your marketing strategy for promoting this Our proposed Sourcewell marketing plan includes a coordinated effort between Johnson Controls and Sourcewell. We will contract opportunity. Upload representative samples continue to market the SOURCEWELL program both internally and externally via our corporate websites. Brochures will be of your marketing materials (if applicable) in the dispensed in both hard copy and electronic format. Our team's Cooperative Program Manager, Mr. Tom Staves, will continue document upload section of your response. to oversee the program. Mr. Staves will be responsible for driving growth. He will be assisted by the following personnel who have also been supporting Sourcewell in the past. The following sales personnel will assist with the training, promotion, and direct sales to SOURCEWELL clients: Ms. Mary Beth Alexander - Business Development Mgr. Ms. Melanie LeClair - Business Development Mgr. Ms. Hayley Nitschke - Marketing The Sourcewell Logo will be added to tradeshow banners and promoted locally and nationally via numerous tradeshows our personnel attends throughout the year. We will continue to promote Sourcewell via our website. We will also distribute a form to clients. The form will be used to request additional information or schedule a meeting with a sales representative. 35 Describe your use of technology and digital data We use a variety of electronic platforms to ensure contract awareness and to continually educate customers on life safety in (e.g., social media, metadata usage) to enhance general. Some current updates that are in process include, having a strong digital component to our advertising program that marketing effectiveness. includes pay -per -click advertising. Online banner advertising, e-newsletters, links to JohnsonControls.com from key websites. We continue to make significant investments in redesigning our website and implementing marketing automation software that integrates with salesforce.com. Update our existing customer database files for known Sourcewell members Continuous refresh/updates to the Internet (as stated, there will be a dedicated page to Sourcewell) Conduct Emailer campaigns We have launched a very successful webinar series "Learn from the Leader" that takes on a new industry -related topic once per quarter. Free for all that attend. All Sourcewell customers will have access to Service Channel. A dedicated secure portal where inspection reports, will be uploaded, service calls can be placed, and can even check on the time until the technician arrives. Will promote via newsletter and corporate announcement 36 In your view, what is Sourcewell's role in promoting Johnson Controls entities have had tremendous success with our previous Sourcewell awards. As you see we have many of contracts arising out of this RFP? How will you the same customers still with us under Sourcewell and have greatly expanded the program. We continue to make integrate a Sourcewell-awarded contract into your improvements and build upon past successes and learn from our experiences. Affiliated companies including Johnson Controls sales process? Security Solutions, Johnson Controls Canada LP, and Tyco Integrated Fire and Security have the benefit of working from procedures that have been established by Johnson Controls Fire Protection. Our team is driven to provide efficient public service through our national contract purchasing solutions and other related programs. We are only able to do this as we work together, to create a unified purchasing alliance that is valued by both Sourcewell Members and contracted suppliers. We understand our sales staff will be responsible for the majority of the marketing responsibilities for this contract. We are Positioned to continue to work together to support a wide range of Sourcewell clients. 37 Are your products or services available through an e- Most of our products are designed, developed, and integrated to meet specific customer needs. SSNA products and services procurement ordering process? If so, describe your e- are purchased primarily through our local branch network. procurement system and how governmental and educational customers have used it. Table 8: Value -Added Attributes scribe any product, equipment, maintenance, operator training programs that you offer to ircewell participating entities. Include details, :h as whether training is standard or optional, D provides training, and any costs that apply. By partnering with Johnson Controls, Sourcewell members will have the ability to customize training to meet their needs. Our programs can be comprehensive to increase the self-sufficiency of staff or more focused to develop competencies where needed. We design our training programs in conjunction with our service offerings to protect customer investments while maximizing the efficiency of their operations. Through continuous support and professional development, we align our services with their mission. To create a truly focused learning experience, we carefully customize our training programs to align with your goals and objectives. To help determine what training will be required for your staff, we will work with you through a series of brief interviews and simple tests with representatives from maintenance supervisors, maintenance staff, facilities engineering, and quality control. The program steps include the following: Define current maintenance and operating procedures Define required maintenance and operating procedures required for new equipment Review training options with plant engineering and maintenance Determine and organize training programs, based on need and skill level, for functional groups within the facility (supervisors, maintenance staff, custodial, etc.) Perform training with each group using a mix of theory, hands-on practice, and maintenance manual application Record each session for future use by staff On a regular basis, repeat and redesign new needs and re-establish competency on old ones Johnson Controls Institute Professional instructors with industry experience, state-of-the-art equipment, and hands-on lab activities are hallmarks of the Johnson Controls Training Institute experience. The Institute has been widely regarded as one of the best educational sources in the building environments industry since its establishment in 1947. Each year, more than 4,000 clients and employees attend courses at our institute. Training is available on -site or at one of our many training centers across the U.S. On -site training features hands-on training on your own equipment. For a listing of courses, please visit our website at www.johnsoncontrols.com. Packaged Training Programs We realize that off -site classroom instruction is not always practical. For that reason, the Institute produces several packaged training programs to assist our clients. Convenient and effective in-house training is possible through a variety of instructional videotapes, sound/slide, and computer -based training programs produced by the Institute. The computer -based training programs use the power and flexibility of the computer to deliver an interactive learning experience. Interacting one-on-one with the computer, the student can gain a better working knowledge of HVAC systems, energy management concepts, and facilities management system operation. The student can review each modular lesson after the initial learning experience to refresh skills as needed. Branch and On -Site Instruction Because branch training can provide a more convenient and cost-effective alternative to our standard Institute locations, we have converted many of our more popular courses to branch training programs. We can also conduct select courses using remote seminars that allow group training of the clients facilities, systems, and equipment. On -staff Johnson Controls Institute instructors teach the remote seminars at client sites, our offices, or another convenient location depending on the needs of the client group. We use portable equipment simulators that enable employees to practice without jeopardizing building operations. Another option for on -site instruction is on-the-job training, which allows our engineers, technicians, and mechanics to provide instruction at your facilities. This training is excellent for practical and productive learning. Materials include course handbooks, on -site laboratory sessions, and examinations. Typical topics include energy management, HVAC systems maintenance, and facility management system operation. Finally, phone support and technical assistance are always available over the phone or during our normal client service visits. Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 39 Describe any technological advances that your Our latest technology deployment is OpenBlue, which is further described in Question 70. It is a complete suite of connected proposed products or services offer. solutions that deliver impactful sustainability, new occupant experiences, and respectful safety and security that combines our 135 years of building expertise with cutting -edge technology. OpenBlue features a suite of tailored, AI -powered service solutions such as remote diagnostics, predictive maintenance, compliance monitoring, advanced risk assessments, and more. One of our more powerful and popular technological advances is our Connected Services. All microprocessor -based York chillers can be connected to our Remote Operations Center and monitored 24/7. This information will better prepare our chiller technicians during their service visits and alert them during abnormal operating conditions. Our team will truly be connected to your member's operations resulting in improved performance. This technology gives our team 24(7 read-only access to chiller operational data remotely via our iPhones and desktop computers to maximize uptime, help you manage costs, and make informed decisions about your equipment. Connected Services will notify Johnson Controls personnel if the York chillers are not operating properly. Additionally, it allows our technicians direct access to the Johnson Controls internal intranet for access to all York chiller application data, service manuals and bulletins, parts manuals, and direct access to the York Factory Engineering team. This application also allows our customers to sign off on completed work, which is immediately available for viewing on the Customer Portal. This tool also gives our technicians access to the internet for updated information on third -party equipment and Johnson Controls compiled database on third -party equipment. 40 Describe any "green" initiatives that relate to At Johnson Controls, we've been dedicated to protecting the environment since our invention of the electric thermostat in 1885, your company or to your products or services, which provided a fundamental shift in the energy and include a list of the certifying agency for efficiency of buildings. Now, all over the world, our products and services empower customers and communities to consume each. less energy and conserve resources. Our Objectives Sustainability is an integral part of our vision and values. Our environmental efforts are conducted with the following objectives in mind: Supporting our company's growth and exceeding our customers' increasing expectations for more sustainable products and services. Fostering a culture of sustainability that engages and attracts people who want to make a difference. Improving our operational efficiency, including lowering costs and reducing the environmental footprint of our operations and supply chain. Expanding engagement with our stakeholders on environmental issues, including leading in global partnerships that increase the scale of our sustainability impact. Demonstrating our commitment from the top, including the continued integration of sustainability into company goals and decision -making. Our Accomplishments Across our organization, we seek to continuously improve in our environmental work. We're proud and fortunate to have been included in more than 40 prestigious sustainability indexes in recent years. 2020 World's Most Ethical Company. Our 13thyear in a row to be so recognized —a record only 7 companies worldwide have ever achieved. 100 Best Corporate Citizens, 2020. We achieved the rank of #3in our category and#18 overall among the 100 Best Corporate Citizens for 2020, for environmental, social, and governance (ESG) transparency and performance. We were up against 1000 of the biggest companies in the US to achieve this ranking. MSCI AAA Status. This is Morgan Stanley's sustainability index. Only 5% of companies achieve AAA. S&P 500 ESG Index. Even at a time when companies like Walmart, Twitter, and Honeywell were dropped from the S&P index, we maintained our spot. We are included in the Dow Jones Sustainability Index as well. Here are just some of the reasons why we've received this recognition: From 2002 through 2017, we are proud to have reduced our energy intensity by 47 percent and our greenhouse gas intensity by 41 percent. Our efforts align with the United Nations Sustainable Development Goals, a universal call to action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity. We always strive to do more, which is why in 2017 we adopted a new 2025 Sustainability Strategy. This strategy drives sustainability across our entire value chain by focusing on five areas: solutions, people, partnerships, performance, and governance. As part of this new strategy, we are committing to new, ambitious 2025 goals related to greenhouse gas emissions, energy, water, waste, safety, and diversity from a 2017 baseline. 41 Identify any third -party issued eco-labels, ratings We are unaware of the Certification of independent products, however, Johnson Controls uses third -party software Process Map or certifications that your company has received for our Environmental, Health, and Safety Information System (EHSIS) to track environment, health, and safety data from facilities for the equipment or products included in your worldwide. Data are reviewed routinely by qualified personnel, including the regular use of an internal audit process to check Proposal related to energy efficiency or not only data in the system but also site -level checks of original records and other aspects. At times, we engage assistance conservation, life -cycle design (cradle -to -cradle), from third -party environmental, health and safety, and ISO consultants for site -specific audits. This includes using, for some sites, or other green/sustainability factors. certified registrars to validate and certify our operations to various quality, environmental, six sigma, and safety standards, e.g., ISO 9000, ISO 14001, OHSAS 18001. Additionally, filings with environmental, health and safety, and other regulatory agencies are routinely checked internally and by the applicable regulatory agency. 42 Describe any Women or Minority Business Johnson Controls is a leader in supplier diversity. Since 1993, we have spent more than $22 billion with certified women- and Entity (WMBE), Small Business Entity (SBE), or minority -owned suppliers. Globally, we have included more than 300 diverse and historically underutilized companies into more veteran owned business certifications that your than 30 product and service procurement categories to support our customer solutions. company or hub partners have obtained. Upload documentation of certification (as applicable) in Johnson Controls' supplier diversity program is successful because of accountability, training, and supplier diversity processes the document upload section of your response. that extend into our customer and supplier networks. Supplier diversity is approached as a discipline that is not confined to one department, geography, or an elite group of star performers. All of the operational, commercial, and advanced supplier diversity activities are tied together with standardized processes company -wide. Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 t unique attributes does your company, your Sourcewell members can ensure their project produces significant energy savings and the highest return on investment by ucts, or your services offer to Sourcewell selecting a company with extensive HVAC System and Service experience and a nationwide branch network that ensures expert �ipating entities? What makes your local service in every market in North America. osed solutions unique in your industry as it Unparalleled Experience es to Sourcewell participating entities? By selecting Johnson Controls, Inc. (Johnson Controls), Sourcewell members will engage an industry leader that has implemented over 3,000 ESPC projects over the past 30+ years and helped pioneer the ESPC industry in the 1980s. We are the national leader in HVAC Systems and services with a greater market share and more experience than any of our competitors. We currently hold over $6 billion in performance -based guarantees through approximately 615 projects across North America. This experience ensures that Sourcewell members can realize a high-performance project that is designed, implemented, commissioned, and serviced by reliable experts that have successfully installed and service HVAC systems for other K- 12, higher -education, state, and local government bodies. We offer our customers the reliability and financial stability of a Fortune 100 company. Our sales for the fiscal year 2015 totaled $37.2 billion. Our financial muscle is balanced by a strong code of ethics. For the tenth year in a row, Johnson Controls has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute. Corporate Responsibility Magazine has also recognized Johnson Controls as the #14 company in its annual "100 Best Corporate Citizens" list. Our long history and proven capabilities illustrate that we can perform all phases of any project and provide Sourcewell member entities with the best value through equipment upgrades, equipment maintenance, and service, training, or any combination of service that you require. We Are Where You Are Our field service branch network of 4,500 front-line service providers in over 160 branch locations shows that although Johnson Controls has a large national and international footprint, we understand the importance of having a local presence in the communities we serve. Our extensive branch network is 100% company -owned and operated, which enables us to share resources, expertise, innovations, and corporate values throughout the entire branch network. This enables all of our branch employees to benefit from the experience and lessons learned on projects we perform across the nation and around the world. No other Energy Services Company (ESCo) has a similar network. By investing in local branch locations, we enable local decision -making authority that makes it easier to respond to the needs of customers in a timely manner. Our investment also helps support the communities where we live and work. Flexibility and Consistency Sourcewell members can benefit from our established and uniform development and implementation approaches that provide a consistent level of service and expedited delivery. We will apply the same management approach at a small-town school district, as we will for a world-renowned University or large state customer with highly dispersed facilities. This ensures that each project meets our standards of quality, safety, and maximum return on investment for our customers. With a large number of resources available to our teams, we are able to provide projects with additional staff to meet aggressive deadlines. Additionally, our ability to streamline the development, procurement, and implementation processes ensure faster upgrades of facilities so our customers will realize savings sooner. Safety At Johnson Controls, we realize safety is just as important to you as it is to us. From onsite field employees to corporate offices, safety is built into all the services we provide. Compared to the industry averages for Total Recordable Injury Rate (TRIR) and Lost Time Injury Rate (LTIR), Johnson Controls is leading the way in safety. In fact, our current safety record surpasses the published future safety goals of most industrial leaders. Commitment to Diversity For any project we undertake, we endeavor to maximize participation from minority -owned and Historically Underutilized Businesses (HUBs). This is an increasingly important goal for many of our customers and benefits Johnson Controls by expanding our pool of available talent in each marketplace. We have more than 700 diverse suppliers representing more than 50 product and service categories. Approximately 7% of Johnson Controls' outside purchases are made with diverse suppliers and contractors with minority purchases making up approximately 80% of the spend. The remaining external purchases are from women -owned firms and firms designated by government agencies as small or disadvantaged businesses. Because of these efforts, Johnson Controls has joined the elite Billion Dollar Roundtable, an organization comprised of only 24 U.S. corporations that spend more than $1 billion annually with minority- and women -owned businesses. Commitment to Sustainability Sustainability is a cornerstone of our business. We create sustainable solutions through all of our workstreams and practice what we preach as a corporation. Our corporate headquarters campus in Glendale, Wisconsin represents the largest concentration of LEED Platinum buildings with four awarded buildings in one site. Since 2002, we have publically reported various sustainability data, including safety, and environmental metrics. We published our first annual Business and Sustainability Report in 2003, which details our performance in accordance with the Global Reporting Initiative (GRI) guidelines — the most widely accepted global standard for reporting corporate responsibility. Our 2015 Sustainability Report is available for you to view online at: http://vwAv.johnsoncontrols.com/corporate-sustainability/reporting-and-policiestbusiness-and-sustainability- report/environmental- Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Table 9A: Warranty Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below. Line Item Question Response* 44 Do your warranties cover all products, parts, and labor? Our warranty structure is set forth to protect our clients against faulty products installed by or workmanship completed by our personnel. Our warranties cover all products, parts, and labor associated with the Johnson Controls installed or serviced system. 45 Do your warranties impose usage restrictions or other limitations that There are no usage limitations in our warranty system for Johnson Controls installed or serviced systems. adversely affect coverage? 46 Do your warranties cover the expense of technicians' travel time and Technician travel time and mileage to perform warranty repairs are covered under our warranty program. mileage to perform warranty repairs? 47 Are there any geographic regions of the United States or Canada (as Due to the presence of our company -owned district offices throughout North America, we are not aware of applicable) for which you cannot provide a certified technician to any geographic region where we cannot provide warranty repair services. perform warranty repairs? How will Sourcewell participating entities in these regions be provided service for warranty repair? 48 Will you cover warranty service for items made by other manufacturers As indicated above, our policy states we will warranty a system installed by our technicians for a period that are part of your proposal, or are these warranties issues typically of 1 year from the date of the customer's beneficial use. Service parts carry a 90-day warranty from the passed on to the original equipment manufacturer? date of installation by a qualified technician. Different manufacturers may offer their own equipment warranties that cover the replacement cost of specific system components 49 What are your proposed exchange and return programs and policies? According to the specific terms of each client's agreement, we can exchange a faulty piece of equipment or system component under warranty for its current equivalent. Equipment that cannot be repaired, or that is part of a legacy system no longer supported, will be replaced at the client's request. 50 Describe any service contract options for the items included in your Maintenance proposal. In order to protect your investment in its equipment and facilities, it is prudent to perform regular service/maintenance as outlined by the manufacturers. With an optimal maintenance strategy, one can expect a reduction in downtime, maintenance, and operating costs. Especially in a stringent cost -reduction environment — and with increasing demands placed upon facility managers and staff — it is more important than ever to find ways to simplify, expedite, and improve one's job while finding cost efficiencies along the way. We can customize a facility maintenance plan to address the manufacturer's recommended preventative maintenance tasks for all of your equipment. An effective strategy applies an optimum mix of different approaches based on the risk impact or cost and consequences of failure. Establishing this proper mix and focusing on continuous improvement is equally important in a successful strategy. Reactive Maintenance Fixing or replacing equipment only when they fail. Assets will be out of service until fixed. Significant overtime and expedited delivery costs incurred. Predictive Maintenance Checking the condition of the equipment as it operates. Equipment conditions, rather than time intervals, determine the need for service. Preventative Maintenance Scheduling maintenance at specific times offers the first line of defense against failure. Proactive Maintenance Addresses root causes identified by predictive methods. It isolates and corrects the sources of failure altogether. Table 9B: Performance Standards or Guarantees Describe in detail your performance standards or guarantees, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your performance materials (if applicable) in the document upload section of your response in addition to responding to the questions below. Line Item ., Response* 51 Describe any performance standards or guarantees that Johnson Controls utilizes a total quality management approach across Canada and throughout North America. Johnson apply to your services Controls develops a clear picture of our customer's definition of quality service, from that we generate a defined set of objectives that form the basis of our performance standard. This method will ensure that Johnson Controls clearly understands and proactively participates in exceeding all of a customer's goals, and in our ability in achieving your expectations for customer satisfaction. Johnson Controls team and individual performance goals are set to a level exceeding the customer's acceptable performance standard. Performance evaluations are based on the team's success in achieving overall project goals, thus, teams are motivated to apply persistent, dedicated, and focused effort to overachieve their goals. Our Performance Infrastructure team provides guarantees for our Performance Contracting projects. For a Performance Contract, Johnson Controls guarantees the savings amount in the contract. - We begin monitoring the savings performance at the onset of the construction period and continue throughout the guarantee period. At the same time, we suggest and implement operational enhancements to fine-tune the overall performance. - We monitor savings during the year, produce scheduled reports that describe the results and reconcile the guarantee at the end of each year (or as dictated by the M&V plan). - If the dollar savings are equal to or greater than the guarantee amount, customers receive all of the excess benefits. If there is a shortfall, Johnson Controls will pay the difference between the actual and the guaranteed amount in the form of a check or as additional equipment and services. - We repeat the annual tracking and reconciliation process each year throughout the term of the agreement. 52 Describe any service standards or guarantees that apply to A schedule of values is provided with each proposal that provides details of the service or product being provided, your services (policies, metrics, KPIs, etc.) outlines timelines, billing, and responsible parties. There are standard communication and response time protocols that will be outlined at the task -order level. Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Table 10: Payment Terms and Financing Options Line Item Question Response* 53 Describe your payment terms and accepted payment Payment terms are NPR 30 for all invoices. For contracting sales, a schedule of values will be outlined regarding payment methods? intervals throughout the installation process including after -warranty PSA. 54 Describe any leasing or financing options available for use It is the intent of Johnson Controls to utilize Sourcewell Approved Leasing Vendor NCL for potential financing of our by educational or governmental entities. Sourcewell opportunities. Our organization offers various financial solutions in an effort to remain focused on the financing needs of its customers. Program offerings include: Direct Purchase Fair Market Value (FMV) Purchase Option 10% Purchase Option 55 Briefly describe your proposed order process. Include enough Systems and Services North America has a wholly -owned branch network that provides proposals directly to customers for detail to support your ability to report quarterly sales to requested product or service purchases. Each proposal procured through the Sourcewell contract will be marked in Sourcewell as described in the Contract template. For SalesForce as a Sourcewell Cooperative and will have the Sourcewell contract number and will be logged. Additionally, example, indicate whether your dealer network is included in services are quoted and tracked using the Sourcewell "buying group" Upon customer award and invoiced, these sales will your response and whether each dealer (or some other be reported to Sourcewell quarterly entity) will process the Sourcewell participating entities' purchase orders. 56 Describe any standard transaction documents that you Johnson Controls will utilize standard commercial quoting tools when quoting Sourcewell opportunities. The primary propose to use in connection with an awarded contract systemic tools utilized to build proposals are Selection Navigator, Yorkworks, and NxGen when quoting services. Standard (order forms, terms and conditions, service level agreements, JCI commercial terms are incorporated into these proposals. etc.). Upload a sample of each (as applicable) in the document upload section of your response. 57 Do you accept the P-card procurement and payment We do accept P-card procurement and payment,and we do not pass on any fees to the customer. process? If so, is there any additional cost to Sourcewell participating entities for using this process? Table 11: Pricing and Delivery Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form. Line Item Question Response* 58 Describe your pricing model (e.g., line -item discounts or product -category This agreement will apply to all Johnson Controls Systems and Services North America discounts). Provide detailed pricing data (including standard or list pricing and the (SSNA) branches across the United States. Johnson Controls strives to be a company that is Sourcewell discounted price) on all of the items that you want Sourcewell to easy to do business with. Therefore, our approach for this opportunity is to keep our pricing consider as part of your RFP response. If applicable, provide a SKU for each model simple, easy to use, and transparent. item in your proposal. Upload your pricing materials (if applicable) in the document upload section of your response. Labor Rates For labor rates, each branch location has published street labor rates that are competitive in their local markets. We will be using the approach discounting 10% off of our local branch published street rates (benchmark: Our labor pricing approach is the same approach utilized by Johnson Controls for GSA Schedule 84, which can be used by most state and local government entities). Local labor rates change annually. Equipment, Controls, and Solutions For equipment, controls, fire / Security alarm, and parts manufactured by Johnson Controls, our approach is to discount off of our North American List Price (NALP) or List Price depending upon the pricing tool being utilized. For outside purchased HVAC equipment, controls, fire, security, technology equipment, and miscellaneous components, our approach is to mark up over our cost HVAC Specialty Air Quality Products are custom built, so pricing will vary For miscellaneous 3rd party parts, mechanical subcontracts, electrical subcontracts, piping subcontracts, insulation subcontracts, job services such as cranes, facilities assessments, job specific tools, management & engineering services and surveys, our approach is to mark up over our cost as verified by 3rd party invoice to Johnson Controls. 59 Quantify the pricing discount represented by the pricing proposal in this response. Discounts vary based on equipment and labor. Maximum equipment discounts are 55%. For example, if the pricing in your response represents a percentage discount from MSRP or list, state the percentage or percentage range. 60 Describe any quantity or volume discounts or rebate programs that you offer. Volume discounts will be considered on a project -by -project basis. Most SSNA solutions are customized for each facility and do not qualify for volume discounts. 61 Propose a method of facilitating "sourced" products or related services, which may We supply these items at cost + 30%. be referred to as "open market' items or "nonstandard options". For example, you may supply such items "at cost" or "at cost plus a percentage," or you may supply a quote for each such request. 62 Identify any element of the total cost of acquisition that is NOT included in the Proficiency and Risk (PR) Fee: pricing submitted with your response. This includes all additional charges associated with a purchase that are not directly identified as freight or shipping Due to unforeseen conditions and or circumstances on all proposals Johnson Controls includes charges. For example, list costs for items like pre -delivery inspection, installation, PR assessments. The PR fee averages 5%, of the total sell price depending on the risk it set up, mandatory training, or initial inspection. Identify any parties that impose could be as high as 10% or as low as 2%. such costs and their relationship to the Proposer. In our existing Sourcewell Contract 030817-JHN, this PR Fee has consistently been included in our proposals under miscellaneous as it is part of our systemic pricing tools. Johnson Controls wants to provide customers with complete transparency of our pricing. 63 If freight, delivery, or shipping is an additional cost to the Sourcewell participating Shipping costs are included, as is disposal. entity, describe in detail the complete freight, shipping, and delivery program. 64 Specifically describe freight, shipping, and delivery terms or programs available for Shipping costs are included in the price. Alaska, Hawaii, Canada, or any offshore delivery. 65 Describe any unique distribution and/or delivery methods or options offered in your We strive to achieve just -in -time delivery to avoid storage costs and costs associated with proposal. damage that can occur when equipment and parts are stored on -site or in a facility for any length of time. Additionally, we do not enforce your warranty until we reach substantial completion. This helps save our customers a little money by not starting the warranty period too early when the system is not yet in use. Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Table 12: Pricing Offered Line Item The Pricing Offered in this Proposal is: * Comments 66 b. the same as the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments. Pricing methodology is similar to that of past award. Both B and C apply to our response. Depending upon the opportunity discounts are equal to or better than we offer to GPO's and other cooperatives. It is Johnson Controls policy to standardize pricing across Cooperatives and GPO agreements and enable the branch offices to negotiate the additional discounts on an Opportunity by opportunity basis. Table 13: Audit and Administrative Fee Line Item Question Response* 67 Specifically describe any self -audit process or program that you plan to employ to verify Pricing calculations under the Sourcewell contract will leverage estimating tools with compliance with your proposed Contract with Sourcewell. This process includes ensuring that defined pricing discounts for Sourcewell members. This pricing methodology makes it Sourcewell participating entities obtain the proper pricing, that the Vendor reports all sales easy for our field organization and customers to understand pricing practices. Pricing under the Contract each quarter, and that the Vendor remits the proper administrative fee to transparency is provided to the customer with each Sourcewell proposal including Sourcewell. reference to the Sourcewell contract. Pricing for large sales often has multiple reviews (sales, sales management, and cooperative program office). Small transactional sales are sample reviewed by the cooperative program office. If a pricing discrepancy would be identified all sales by that sales rep through the Sourcewell contract would be self - audited. The sales reporting and administrative fee remittance function are independent of the field sales organization. Fee processing is completed by a centralized GPO and cooperative processing team. This process will help to eliminate issues relating to unreported sales or missing fees under the Sourcewell contract. The centralized team utilizes data contained with our Customer Relationship Management system, booking system, and cooperative proposal log to help ensure completeness in sales reporting and fee submission. 68 If you are awarded a contract, provide a few examples of internal metrics that will be tracked Johnson Controls has established KPI's for evaluating the performance of our to measure whether you are having success with the contract. Cooperative Program. These internal metrics are comprised of data from both sales and finance. For example, one key metric that we utilize is the number of sales representatives that have an active Sourcewell proposal in the Sales Force pipeline 69 Identify a proposed administrative fee that you will pay to Sourcewell for facilitating, Johnson Controls proposes a 1 % administrative fee. On significant opportunities, we managing, and promoting the Sourcewell Contract in the event that you are awarded a would like to leave open our ability to further negotiate a reduction on a case -by - Contract. This fee is typically calculated as a percentage of Vendor's sales under the case basis. Contract or as a per -unit fee, it is not a line -item addition to the Member's cost of goods. (See the RFP and template Contract for additional details.) Table 14A: Depth and Breadth of Offered Equipment Products and Services Line (Question IRes{�onse* Item Provide a detailed description of the equipment, products, and Due to character limitation on the Bid Portal, please see the "Table 14A — Depth and Breadth of Offer Equipment services that you are offering in your proposal. Products and Services" document for complete details. Although we have the unique capacity to self -perform most work, we also have the contract management expertise to know when it is appropriate to outsource some functions. Please see our "Subcontracting Scope of Work" document uploaded as an attachment to this response. HVAC System Design, Installation, and Service HVAC Systems: - Standard Air Handling Units (AHUs), Customer AHUs, AMI Modular AHUs - Inefficient air handling unit replacement - HVAC system redesign - Variable frequency drives - Heat recovery systems - Low leakage air dampers - Variable air volume systems - Inlet vanes for centrifugal fan - Demand control ventilation - Exhaust fans - Fan coil units - Motor replacement - Unit heatersventilators - Computer room unit optimization - Four -pipe system to two -pipe system - Variable volume system upgrades - System recommissioning - Duct Free Mini Split Systems Invertors Pumps - Indoor Air Quality Products and Devices: Active polarization, non -ionizing, electronic air cleaning systems intended to replace passive filtration - Rooftop units - Heat pumps PTACs - Water source heat pumps - Air Terminal Devices and Heating Products - Lighting systems -disinfectant lighting (UVC light tech) for air handlers ooling Systems: Scroll, Rotary, Centrifugal, Reciprocating, Air -Cooled Chillers, Water -Cooled Chillers, Condensing Units, and bsorption Chillers Chiller replacements Gas fire centrifugal chillers Low load chiller CFC containment conversions Tower free cooling Commercial refrigeration Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Cooling tower upgrade Two speed fan motors Variable pitch blade cooling tower fan Thermal energy storage systems Reclaim A.C. heat rejection Variable flow system upgrade Air -Cooled Variable Refrigerant Flow Systems Chilled water temperature reset Humidity control Absorption chiller Gas -fired chiller Condenser auto -cleaning Conversion to primary secondary, including VSD on pumps Cooling towers De-centralization/centralization Free cooling Energy Management and Control Systems: - In -room control systems - Direct digital controls - Pneumatic control conversion - Manual valves to automatic valves - Air compressors - Lab flume hood control - Multi -system integration - Load shedding - Demand management - Staging / lead -lag - Optimum start / stop Heating Systems: - Heating system redesign and optimization - Boiler replacement - Electric to gas fired boiler - High efficient modular boilers - Low load boiler - Burner replacement - Dual fuel burners - Oil atomizing burners - Boiler stack heat reclaim - Perimeter radiation - High efficient domestic water heaters - Gas line turbulators - Temperature reset control - Electric heating to gas - Piping insulation - Boiler stack reclaim - Boiler system de -centralization - Aerator replacement with 02 scavenger - Automated water treatment - Condensate recovery Performance Contracting - Energy Conservation Measures - Investment Grade Audits - Infrastructure Upgrades Building Systems - Building Management System - Access Control System Lighting HVAC - Floor plans Integrated Workplace Management Systems - Meeting rooms (size, location, amenities) - Desk (reservable, status) - Assets (type and location) - Other spaces - Frictionless Access Control - Facial Recognition - Skin temperature scanning solution - Facemask detection - Thermal imaging, UV sanitizing gates, contact tracing, touchless visitor management Enterprise IT Systems - HR & IT System - Active Directory - Microsoft Exchange CMMS hird Party Offerings Sensors Space Scheduler Mobile Access Parking management Travel options (bus, train, car) Weather, traffic, stock prices penBlue Healthy Buildings Open Blue Dynamic Spaces Face Mask Detection Social Distance Monitoring and Contact Tracing Intelligent Frictionless Access Control Blue Companion Blue Clean Air Blue Location Manager Blue Enterprise Management Blue Digital Twin Blue Secure Blue Tailored Services Suite City Programs Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Traffic analysis Security Cameras Proximity Sensors Pedestrian Counters Digital signage and speakers Gunshot detection Utility Meters - Water Meters - Electric Meters - Utility billing analysis - Utility rate improvements - Meter consolidation - Electric power factor correction - Automatic Meter Reading (AMR) - Advanced Metering Infrastructure (AMI) technology — Full scale implementation - Meter accuracy improvements - Meter typing & sizing upgrades - Automatic leak detection system - Customer web portal - SCADA upgrades Distribution Systems and Cogeneration Plants - Central Utility Plants - Cogeneration/CHP Systems - Central cooling plant Lighting Systems - Lighting Products: Intelligent lighting, connected lighting, streetlighting, intelligent street lighting, decorative lighting, human -centric lighting, specialty lighting, safety lighting, disinfectant lighting, and commercial lighting. - Interior Lighting: o Linear Fluorescent Upgrades: New LED fixtures, LED retrofit kits, LED tubes o CFL/INC/HID Upgrades: New LED fixtures, LED retrofit kits, LED re -lamps o High Bay Fixtures: New LED fixtures - Exterior Lighting: o Building Mounted: Wall packs, floods, canopy o Pole Mounted: Area and street lights, Post top decorative, High mast, Parking garages - Lighting Controls: o Room based controls: occupancy sensors, Photocell sensors o Stand-alone Networked controls o Integrated Networked controls with BAS o Smart City controls - Human -Centric Lighting (HCL): HCL systems combine intelligent lighting control with LED lamps and fixtures that have the ability to change their color temperature and intensity. Light varies during the day according to the natural lighting cycle: o Low light levels and low CCTs (Correlated Colour Temperature) in the early morning o High light levels and high CCTs at midday (up to 10,000 K) o Low light levels and low CCTs during evening o Extremely low light levels and a medium CCT under moonlight Smart Building -Wide Lighting Control Building Automation System Integration Business Optimization Building Envelope Systems - Window glazing - Tinted window film - Energy efficient windows - Window and door weather stripping and caulking - Revolving doors - Air curtains - Automatic door closers Roofing - Insulate walls, roof, floor, soffit - Caulk pipe penetrations - Seal ceiling to roof gap - Solar radiation reduction - Reflective coating to roof - Weatherproofing Water and Sewage Systems Water Conservation - Retrofit flush valves, showerheads, faucets, toilets - Automated water systems - Cooling tower retrofits - Ice machine upgrades - High efficiency domestic water heaters - Waste heat recovery Water Supply/Treatment/Distribution - Raw water pumping - High service pumps - Backwash water pumps (filtration plants) - Water control systems - Plumbing systems - Irrigation systems - Domestic water - Rain water harvesting Wastewater Collection and Treatment - Wastewater lift pumps - Aeration system improvements (diffusers, controls, blowers) - Digester gas to energy projects - Digester improvements Flood Control - Flood control systems - Flood monitoring systems - Integrated traffic control and monitoring systems Renewable Energy Systems - Solar photovoltaic - Wind turbines Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Geothermal heat pumps Microgrid Energy storage Solar daylighting Biomass plants Solar thermal pool heating Solar thermal domestic water heating Solar transpired walls Distributed Energy Storage Battery Power Stationary Storage Energy Storage System - In -Building Modular Container Distributed Energy Storage System Thermal Energy Storage Systems Ice Storage Sewer Heat Recovery Waste Heat Recovery and Urban Biogas Utilization Microgrids onnected Technologies Audio -Visual Data Cabling LANfWAN/Voice Distributed Antenna Systems Nurse Call Systems Security Systems HL7 Integrations Pool Systems/Environment and Recreational Spaces Additional Systems - Loading dock air curtains - Ceiling systems - Electrical power systems - Emergency generators - Turbine generators - Switch gear - Elevator modernization - Waste management - Waste compactors - Red bag waste - Pool covers and pool heat recovery - Air and water balance - Power factor correction - Fleet management - Start-up and commissioning - High efficiency water heating - Instantaneous hot water heating and removal of large storage tanks - Waste heat recovery for dryers and kitchens - Conversion of electric kitchen equipment to gas - Water savings measures for kitchen and laundry - Ozonated laundry upgrades - Kitchen equipment - Dishwasher replacement - Walk-in coolers optimization - Exhaust system optimization - Kitchen design - Laundry systems and Maintenance Public Relations 24/7 remote monitoring Access control Advanced video surveillance Intrusion detection Fire, Life -Safety & Hazard Protection - Fire alarm systems - Fire sprinkler systems - Fire suppression systems - Mass notification systems - Special hazard solutions - Extinguishers - Mass Notification - Special Hazard - Sprinkler perational Intelligence & Loss Prevention Information management solutions Real-time location systems (RTLS) for asset management Video and traffic analytics Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 71 Within this RFP category there may be subcategories of solutions. List subcategory titles that best describe your products and services. Renewable Technologies Indoor Air Quality Lighting Systems Energy Efficiency Greenhouse Gas Reduction Smart Building Technologies Smart City Technologies Artificial Intelligence Security Connected Technologies Energy Storage Microgrids HVAC Equipment Controls Building Automation Systems Energy Management Systems Operational Intelligence and Asset Management Fire alarm and suppression Security Extinguishers Sprinkler Mass Notification Special Hazard Table 14B: Depth and Breadth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary. Line Item Category or Type Offered* Comments 72 HVAC, IAQ, and water heating or treatment R Yes See attachment 14A - Depth and Breadth of Offer Equipment Products and Services infrastructure, equipment, components, f No products, parts, and related technology 73 Sensors, controls, thermostats, gauges, and R Yes See attachment 14A - Depth and Breadth of Offer Equipment Products and Services system automation or management products r No and technology 74 Services related to the offering of the r Yes See attachment 14A - Depth and Breadth of Offer Equipment Products and Services solutions described in Lines 72 and 73 of r No Table 14B above, including installation, maintenance, repair, refurbishment, replacement, system upgrades, emergency or short-term HVAC equipment rental, assessment, integration, training, support, and customization Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." . Pricing -Sourcewell Pricing Table 07 01 21 Final Rev.docx - Wednesday June 30, 2021 14:58:28 . Financial Strength and Stability - 2020-10-k-for-jci-site.pdf - Monday June 28, 2021 14:57:33 Marketing Plan/Samples - Marketing Doc.pdf - Tuesday June 29, 2021 09:58:10 . WMBE/MBE/SBE or Related Certificates (optional) . Warranty Information - Project Warranty Letter.pdf - Monday June 28, 2021 16:09:35 . Standard Transaction Document Samples - HS HP Upgrade and Service Sample Proposals.pdf - Monday June 28, 2021 15:40:04 . Upload Additional Document - Table 2 Certification and Table 14A Additional Info.zip - Tuesday June 29, 2021 10:31:24 Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: AA875FE5-8599-4EO1-AE7B-F988DBOAOEB1 Addenda, Terms and Conditions PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the Proposer to this Affidavit and Assurance of Compliance: 1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the jurisdiction of its residence. 2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for contract award. 3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under this solicitation, and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this solicitation or operations of a resulting contract, and the Proposer has not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this solicitation. 4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a vendor has an unfair competitive advantage or the vendor's objectivity in performing the contract is, or might be, impaired. 5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this solicitation. 6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in accordance with the terms, conditions, and scope of a resulting contract. 7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or certifications necessary to deliver such equipment, products, or services under any resulting contract. 8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first -quality products and related services to Sourcewell Members under an awarded Contract. 9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders. 10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act. 11. Proposer its employees, agents, and subcontractors are not: 1. Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at: httos://www.treasury gov/ofac/downloads/sdnlist.pddf; 2. Included on the government -wide exclusions lists in the United States System for Award Management found at: httos:Hsam.gov/SAW, or 3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota, the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation. F By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. - Jeremy Rainwater, VP & GM HVAC and Controls North America, Johnson Controls, Inc. The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid. r Yes r. No The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document. Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda. I have reviewed the File Name below addendum and Pages attachments (if applicable) Addend u m_4_H VAC_System s_Services_RFP_070121 Tue June 22 2021 04:10 PM Addend u m_3_H VAC_System s_Services_RFP_070121 Wed May 26 2021 04:55 PM Addend u m_2_H VAC_System s_Services_RFP_070121 Tue May 18 2021 03:45 PM Addend u m_1 _H VAC_System s_Services_RFP_070121 Mon May 17 2021 01:50 PM Bid Number: RFP 070121 r 1 r 1 r 1 r 1 Vendor Name: Johnson Controls, Inc.