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HomeMy WebLinkAboutALLISON MECHANICAL, INC.A-2021-162-03 INSURANCE ON FILE WORK MAY PROCEED UNTILINSU NCEEXPIRES 1 k I.16-?�X- CLERK OFCOUNCILSEP 2 1 2021 DATE: AGREEMENT TO PROVIDE ON -CALL HVAC F MAINTENANCE AND REPAIR SERVICES ✓t ernar`elez�(Sµ� 2 THIS AGREEMENT is made and entered into this 17th day of August, 2021 by and between Allison Mechanical, Inc. ("Contractor"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On April S, 2021, the City issued Request for Proposal No. 21-033, by which it sought a qualified contractor to provide on -call HVAC maintenance and repair services for the Water Resources Division of the City's Public Works Agency. B. Contractor submitted a responsive proposal that was among those selected by the City. Contractor represents that it is able and willing to provide the services described in the scope of work that was included in RFP 21-033. C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an on -call basis, and at the City's sole discretion, Contractor shall perform the services described in the scope of work that was included in RFP No. 21-033, which is attached as Exhibit A and incorporated in full, and as further described in Contractor's Proposal, which is attached as Exhibit B and incorporated in full. 2. CO_MPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit B. Contractor is one of three (3) contractors selected to provide services on an on -call basis under RFP 21-033. The total annual compensation for services provided by all contractors selected under RFP No. 21-033 shall not exceed the shared aggregate amount of one hundred thousand dollars and zero cents ($100,000). b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of Page 1 of 8 performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City. kli Y 3 tL31 This Agreement shall commence on the date first written above and terminate on August 16, 2024, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for one 2-year period upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Contractor is aware of the requirements of California Labor Code Section 1720, et seq, and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws'), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Contractor shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Page 2 of 8 Documents & Data which were provided to Contractor by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 7. INSURANCE Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Contractor shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Contractor's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $2,000,000 per occurrence_ If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. Such insurance shall (a) name the City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with acombined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the California Labor Code, Contractor, if Contractor has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Contractor agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000.000 per accident. d. If Contractor is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $2,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Contractor pursuant to this section: (i) Contractor shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be fumished to the City upon execution of this Agreement and shall be approved by the City. Page 3 of 8 (iii) Certificates and policies shall state that the policies shall not be cancelled or reduced in coverage or changed in any other material aspect, by contractor, without thirty (30) days prior written notice to the City. (iv) Contractor shall supply City with a fully executed additional insured endorsement. f. If Contractor fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Contractor's right to be paid for its time and materials expended prior to notification of termination. Contractor waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Contractor or its subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section I of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terns of, or effects, arising from this Agreement. The Contractor further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Contractor's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Contractor shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney's fees, for infringement of any United States' letters patent, trademark, or copyright contained in the work product or documents provided by Contractor to the City pursuant to this Agreement. Page 4 of 8 10. RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Contractor under this Agreement. 11. CONFIDENTIALITY If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: PaP i of 8 To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax 714- 647-6956 Executive Director Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, CA 92702 To Contractor: Allison Mechanical, Inc. 1968 Essex Court Redlands, CA 92373-8008 Attn: Mark Allison, Vice -President A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these timeframes, weekends, federal, state, County or City holidays shall be excluded. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Contractor regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Contractor. The parties agree that any terns or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without Page 6 of 8 the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other contractors retained by City. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Contractor to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Contractor consents to the City s use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 18. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 19. JURISDICTION -VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Page 7 of 8 20. PROFESSIONAL LICENSES Contractor shall, throughout the tern of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 21. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA ANA aisy Gomez Kristine Ridge Clerk of the Council City Manager APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By. randon Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL A 'eL �GI-a &- �j Nabil Saba, PE Executive Director Public Works Agency CONTRACTOR Nai e: Don Allison Title: President Page 8 of 8 EXHIBIT A CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES Appendix ATTACHMENT 1: SCOPE OF WORK CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES SCOPE OF WORK Introduction and Background: The City of Santa Ana Public Works Agency Water Resources Division is soliciting proposals from qualified firms to provide on -call heating, ventilation, and air conditioning (HVAC) repair services and preventative maintenance on an as -needed basis. The City of Santa Ana is located in the County of Orange in Southern California. The City encompasses 27.2 square miles and a population over 343,000 people. The City of Santa Ana Public Works Agency — Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System. The City of Santa Ana's water system has an average day demand of about 43 million gallons (MG) with 45,000 services. It is comprised of approximately 478 miles of water main, 45 MG of storage at five (5) sites, seven (7) MWD connections, 21 groundwater wells, seven (7) pump stations, four (4) pressure regulating stations and utilizes two (2) pressure zones, The Water Resources Division currently operates and maintains eleven (11) air conditioning units throughout their jurisdiction. Descrip#ion of Work: The City of Santa Ana is requesting proposals for the purpose of providing on call maintenance repair services on the HVAC units defined in Table A: City of Santa Ana Air Conditioning Units. All requested HVAC maintenance and repair services shall be provided in accordance with the highest standards of the industry, skill, workmanship, and applicable trade practices. All requested services are to be compliant with all Federal, State, California Air Resources Board (GARB), Air Quality Management District (AQMD), Occupational Safety and Health Administration (OSHA) and all other applicable regulatory requirements. This project consists of furnishing all materials, equipment, labor, supervision, and transportation necessary to provide HVAC preventative maintenance and repair services at locations listed and described herein. All parts, repairs and/orfluid changing must be done with parts and fluids that meet or exceeds the manufacturer's specifications and requirements. All replacement parts shall be new. All parts should be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. The Contractor shall properly dispose of used oil, fluids, and filters generated by its services, leaving the job site environmentally clean. All testing and maintenance services should be scheduled in advance with the City of Santa Ana, The Contractor shall maintain service records on all maintenance and repairs and shall provide a copy of the service records to the City of Santa Ana. Contractor must be able to respond to City's request for emergency repair work on a timely manner. The contractor shall be available on an on -call basis, 24/7, and ready to respond in the event of an emergency. Service calls shall be responded within four (4) hours. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES Contractor's repair crews must be able to arrive at job site within four (4) hours of approval from the City to commence work. Regular business hours are considered from 7:00 am to 6:00 pm (Monday through Friday). Anytime outside of business hours of operation may be considered after hours/weekends. The Contractor shall perform additional work as authorized, Such work will be based on rates for field services as listed herein. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division, The Contractor shall maintain and repair existing equipment, as listed in Table A: City of Santa Ana Air Conditioning Units; equipment may be added or removed as required. Table A. City of Santa Ana Air Conditioning Units AC Site Address Manufacturer Model No Serial No 220 S Daisy Ave, #1 Control Room Santa Ana CA 92703 Fujitsu _ _ ASU36RLXB FTA004841 1730 S Santa Fe, 02 East Station Santa Ana CA92705 Fujitsu AOU18RLXFW KSN008033 Segerstrom Lift 2903 S Bristol St, #3 Station Santa Ana CA 92704 Hoffman G520816G050 18023251-31-A Walnut Station 723 W Walnut St, #4 (Electrical Room) Santa Ana CA 92701 Mitsubishi PUZ-A36NKA7 81U07568B Walnut Station 723 W Walnut St, #5 (Server Room) Santa Ana CA 92701 Mitsubishi PUZ-A24NHA7 81U102106 Walnut Station 723 W Walnut St, #6 (Shop) Santa Ana CA 92701 York PHE486041 W11<8197261 1718 N Sydney St, Goodman Company, #7 Well 35 Santa Ana CA 92706 LP GSX160241FD 1602044922 2007 W McFadden Ave, Santa Ana CA Goodman Company, #8 Well37 92704 LP SSX160241BB 1206645640 1753 E Fruit St, Pfannenberg ManT_ #9 Well 40 Santa Ana CA 92701 LLC DTS 3461 S19110826993 907 3/4 N Flower St, Goodman Company, #16 Well41 Santa Ana CA 92703 LP SSX160241BB 1303138611 _ 201 S Mountain View, Santa Ana CA #11 West Station 92704 Carrier Corporation 50TC4D08A2A6AOAOA0 1610G10616 Contractor Responsibilities: CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES 1. HVAC PREVENTATIVE MAINTENANCE SERVICES The Contractor shall perform preventive maintenance on bi-annual basis in accordance with equipment application, and equipment operating hours that are recommended by each equipment manufacturer and location. This service is designed to optimize the reliability and efficiency of the equipment, extend the useful life of the City's equipment, and provide proactive Indications of excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season. The Contractor will also provide recommendations for additional service(s) that will better enhance equipment performance. At a minimum, Contractor shall perform the following preventative maintenance tasks and perform a resistive load bank test. These tasks are designed to maintain the equipment in an optimum operating condition so that the equipment will operate reliably and efficiently. A. AIR CONDITIONING UNITS MAINTENANCE 1. Check all electrical wiring and connection as required; tighten as required. 2. Check and replace filters as required. 3. Check starter contactor surfaces for wear. 4. Check compressor amps and record. 5. Check sight glass for moisture level. 6. Check operation of crankcase heater. 7. Check and lubricate condenser fan motor and fan bearings. 8. Check condition of condenser coil and clean. 9. Check belts for wear and replace per manufacturer's recommendations. 10. Check and adjust compressor capacity controls. 11. Lubricate indoor fan motor and bearings. 12. Check humidifier for proper operation and observe for humidity levels. 13. Inspect for dust, mold, and debris and clean. 14. Check refrigerant charge and for leaks. 15. Check and inspect cabinets for leaks and check cabinet door for secure closure. 16. Replace batteries bi-annually. 17. Test thermostats and controls for proper operation; temperatures and timer functions. S. AIR DUCT MAINTENANCE 1. Inspect unit assembly. 2. Visually inspect air duct system. C. EXHAUST FAN MAINTENANCE 1. Check all electrical wiring and connections. 2. Check all motor starter contactor surfaces for wear. 3. Clean starter and electrical control enclosure. 4. Lubricate bearings. 5. Check belts for wear and replace per manufacturer's recommendations. 6. Check belt tension and sheave alignment and adjust as required. 7. Inspect exhaust fan unit assembly. 8. Check all mounting hardware and tighten as required. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES All service shall be in accordance with a program of standards as recommended by equipment manufacturers' recommendations. The Contractor shall immediately notify City personnel of conditions that do not conform to applicable codes and/or pose a safety hazard. Within five (5) business days of completing maintenance services on the City's HVAC units, the Contractor shall provide a service report to the City of Santa Ana. The Contractor shall state all findings, if any, along with a proposed scope of work and complete cost estimates for any recommended equipment repairs and/or replacement. IL ON CALL DIAGNOSTIC AND REPAIR SERVICES The Contractor shall provide HVAC unit diagnostic and repair services for all listed City units and other locations on an as needed basis. The Contractor shall charge labor at the established rates for normal hours, after hours, weekend hours and holiday hours. Any repair service above and beyond preventative maintenance will require an estimate being submitted to the City. The City's prior approval is required before any work is performed by the Contractor. All replacement parts shall be new. All parts should be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. After all diagnostic and repair services, a report is to be completed by the Contractor's technician and the report is to be provided to City personnel upon completion of the request. III. EMERGENCY ON CALL REPAIR SERVICE In the event of an HVAC failure or malfunction, the Contractor shall provide emergency on -call repair services within four (4) hours of receiving the call. The Contractor's service technician is required to be on site and commence, work within four (4) hours of initial contact if deemed by the City to be an emergency. The response time may be waived by the City if service can wait to be performed during Contractor's normal business hours. IV. VALUE ADDED RELATED SERVICES The Contractor may propose additional related services that the City has not specifically identified In this RFP to accomplish the stated goals of this RFP. Value added related services will be considered by the City and may or may not be incorporated in the agreement, All parts and materials must be supplied new and factory approved. V. PROJECT MANAGEMENT & COORDINATION When a request for service is issued to the City, the Contractor shall issue an estimate to the City's designated project manager. The Contractor shall not proceed with any work without the approval of the City's designated project manager. Contractors shall invoice the City on a monthly basis for all work performed during the period or CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES provide a one-time Invoice at the completion of work issued. Each invoice shall be accompanied by a summary of tasks performed, results and progress on long-term tasks if any. VI. SCHEDULING Contractor shall coordinate all scheduled services at least five (5) business days in advance with: Juan Ramirez Water Resources Production Supervisor (714)356-7244 ira mirezr�7o.santa-ana.org Any activity carried out by the Contractor that requires either taking an HVAC unit offiine for testing or repairs, requires prior approval from the City of Santa Ana. VII. MINIMUM QUALIFICATIONS The Contractor shall meet the following minimum qualifications: 1. All work is to be performed in compliance with all applicable codes, standards, due care, and MIOSHA/OSHA safety requirements. 2. Contractor shall hold current C10 Electrical Contractor's License and C20 HVAC Contractor's License. 3. Contractor shall provide HVAC employees that possess a State of California Joint Journeyman Apprentice Training Center Certification; Automation Specialists that are continually factory trained on Automation System. 4. Provide Technical support from the manufacturer upon request from the City. 5. Contractor shall provide emergency access 24 hours a day, 7 days a week. Vill. FEE SCHEDULE: Contractor shall submit a fee schedule as described in Section IV.B.3 of RFP. Furthermore, Contractor shall submit additional labor, material and rental equipment rates along with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment, rentals, and materials. The Contractor will be expected to hold firm pricing on all contract items supplied for the duration of the contract. Labor increases shall be subject to mutually agreeable terms between the City and the Contractor. The City may request related services that will be paid at the vendor's standard labor and equipment rate submitted. Fee proposal shall be outlined as follows: EXHIBIT B 1968 Essex Cowl, Redlands, CA 92373-8008 909) 478-5633 *FAX (909) 478.5637 April 28, 2021 City of Santa Ana Public Works Agency 220 S. Daisy Avenue, Bldg A Santa Ana, CA 92703 Re: Proposal for ON -CALL HVAC Maintenance and Repair Services Dear Sir/Madam: Enclosed herewith for your review and consideration is Allison Mechanical, Inc.'s proposal responsive to the above -referenced RFP. Allison Mechanical, Inc, was established in June of 1993 as a California Corporation and is located at 1968 Essex Court, Redlands, CA 92373.Our telephone number is (909) 478-5633 and our fax number is (909) 478-5637. We specialize in servicing and maintaining commercial and industrial air conditioning, ventilating and refrigeration equipment. From a four -man crew in 1993 the Company has grown to over 50 employees and over fifteen million dollars in revenue per year. Our Company can perform service repair reminiscent of the 1970's such as compressor overhaul, refrigerant piping, pump repair, etc. as well as today's "state of the art' DDC controls, screw compressor service, unit integral electronic control panels, variable frequency drives and much more. This is a unique and rare combination of skills and experience that put Allison Mechanical, Inc. in a class of its own. We are an authorized dealer for Turbocor® oil free, frictionless, VFD controlled compressors, the most innovative product to hit our industry in decades. We excel in problem solving and our highly qualified technicians provide you with over 400 cumulative years of field experience. Allison Mechanical, Inc. is qualified, committed and prepared to provide on -call HVAC maintenance and repair services for the City of Santa Ana with the highest level of workmanship, ethical responsibility, responsiveness, and expertise. City of Santa Ana Re: Proposal — ON -CALL HVAC Maintenance and Repair Services April 28, 2021 Page -2- Should you have any questions or concerns, please do not hesitate to contact this office. Sincerely, ALLISON MECHANICAL, INC. Mark Allison Vice-President/Secretary CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES APPENDIX ATTACHMENT 2: FEE PROPOSAL Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the ATTACHMENT 1: SCOPE OF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division. FEE SCHEDULE The undersigned declares that he/she has carefully examined the request for proposal, that he/she has examined the Proposed Scope of Services, and hereby proposes to furnish all material and do all the work required to complete the said work in accordance with said Proposed Scope of Services, for the unit price(s) set forth in the following schedule: Note: This contract is subject to prevailing wages. TO: CITY COUNCIL OF THE CITY OF SANTA ANA FROM: Allison Mechanical, Inc Item # Bid Item Unit Quantity Amount Preventative Maintenance Services 1 Control Room EA t $_428.00 2. East Station EA 1 $ 428.00 3. Segerstrom Lift Station EA 1 $ 1.086.00 4. Walnut Station (Electrical Room) EA 1 $ 428.00 5, Walnut Station (Server Room) EA 1 $ 294.00 6. Walnut Station (Shop) EA 1 $ 388.00 7 Well35 EA 1 $ 520.00 CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES 8 Well37 EA 1 $ 428.00 9. Well40 EA 1 I $ 1,194.00 10 Well41 West Station EA EA 1 1 $ 588.00 $ 602.00 11 Total $ 6,384.00 ........... with ee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment and materials. BIDDER INFORMA'�IONx Legal Company Name: Allison Mechanical Inc. Complete address: 1968 Essex Court, Redlands, CA 92373 Phone Number: 909/478-5633 Email Address: dalliso lisonl.net Authorized Signature: .% Name: Don Allison :,_. President Allison Mechanical, Inc. Hourly Rate Schedule Title/Service Hourly Rate Descri tlon of Hourl Rate Discount Mechanical Service $140.00 Straight Time N/A $210.00 Over Time N/A $280.00 Double Time N/A Automation Service $158.00 Straight Time N/A $237.00 Over Time N/A $316.00 Double Time N/A Fee: Truck Charge $ 70.00 Per Truck/Per Day on site N/A Incidental Supplies $15.00 Per Invoice N/A Equipment and Tool Rental 25% of cost Per Call N/A Bond if applicable 1.8% Per Bonded Job if Required N/A Mark-up 25% of cost Per Invoice N/A CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made In the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference With anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any .breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making a false certification may subject the certifier to criminoligosecution. Signed �• ' State of California County of SEE ATTACHED JURAT Subscribed and sworn to (or affirmed) before me on this day of , 20_, by , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me Notary Public Signature Notary Public Seal Page I of I CALIFORNIA JURAT CERTIFICATE A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of San Bernardino Subscribed and sworn to (or affirmed) before me on this 2 11 day of Aprit 20 21 .by Don proved to me on the basis of satisfactory evidence to be the personotwho appeared before me. ushoat S WITNESS MY HAND AND OFFICIAL SEAL. r� �"r"T�5S0 Ii W111A111Mf.�GutaaV Comm FJbW✓APR Jutrc nAPR. .0 8. 2024 y Signature of Notary Public (Notary Seal) OPTIONAL INFORMATION The just contained within this document is in accordance with California law. Any affidavit subscribed and sworn to before a notary shall use the preceding wording or substantially similar wording pursuant to Civil Code sections I188 and 8202. A jural certificate cannot be affaed to a document sent by mail or otherwise delivered to a notary public, including electronic means, whereby the signer did not personally appear before the notary public, even if the signer is known by the notary public. The seal and signature cannot be affixed to a document without the correct notarial wording. As an additional option an want can produce an affidavit on the same document as the notarial certificate wording to eliminate the use ofadditional documentation. DESCRIPTION OF ATTACHED DOCUMENT Non -Collusion Declaration (Tide of document) Number of Pages (Includinglurat) Document Date None Stated ############################# (Additional Information) CAPACITY CLAIMED BY THE SIGNER Partner Trustee Other. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with Its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: Title: Don Allison, President Firm: Allison Mechanical, Inc. Date: April 28, 2021 Page I of I CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 1n the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be Imposed and remedies invoked as provided In Executive Order 11246 of September 24, 1966, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. Pagel of2 CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the Interests of the United States. B. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section,4420, and any consultant of public works violating this Section is subject to all the penaltiessiimppoosed for a violation of the Chapter. Signed:��'� ` Title: Don Allison, President Firm: Allison Mechanical, Inc. Date: April 28, 2021 Page 2 of 2 STATEMENT 0F QUALIFICATIMNS Agreement Statement Allison Mechanical, Inc. concurs with any and all provisions as contained in the standard agreement attached as Attachment 4, Standard Agreement in the Appendix of the RFP, except for using the term "Contractor" in lieu of "Consultant". Firm and Team Experience Allison Mechanical, Inc. specializes in air conditioning, heating, ventilation, refrigeration, and energy management. The Company focuses on commercial and industrial clients and performs no residential work. Our highly qualified technicians provide you with over 400 cumulative years of field experience. All Journeyman are certified and continue education through their respective Locals and stay current in continuing education within the HVAC industry. We provide prompt and reliable service. Our credentials include extensive training and subsequent certification on all major manufacturers of reciprocating, oil -less magnetic bearing chillers, centrifugal and screw compressors and chillers. We possess comprehensive systems expertise including: Rooftop Packaged Equipment Built-up Installations Hydronic Heating and Cooling DX Cooling New and Retrofit Construction Computer Rooms Reciprocating, Screw and Centrifugal Chillers Compressed Air Systems Variable Air Volume Duct systems Thermal Energy Storage Pneumatic, Electric and Direct Digital Control systems Energy Management Systems Authorized Turbocor Representative Refrigeration Vane Axial Fans Variable Frequency Drives Process Cooling Low Temperature Refrigeration We at Allison Mechanical, Inc. have a commitment to excellence, which is second to none. We have the respect of our customers, vendors, and other contractors. Our commitment begins with our work ethic, is strengthened by our integrity, and is complemented by our continuous comprehensive training. Many of our team members are also instructors at UA Local 250 and 364 educating others to ensure the growth and future success of our local union members. Allison Mechanical, Inc. has a broad understanding of the on call HVAC Maintenance and Repair Services in a municipal setting as outlined in the RFP. Allison Mechanical, Inc.'s regional managers are experienced union trained HVAC professionals who once served as field technicians. All have gained their HVAC knowledge from union training and hands-on experience before making the transition to regional managers. This experience facilitates prompt and concise decisions to how best to serve our customers' HVAC needs. Most of our technicians have participated in the United Association five-year apprenticeship hands-on training program taught by qualified industry leaders of UA Local 250 and local 364. The training of UA Local 250 and Local 364 members is considered among the best in the nation. In fact, our 7ourneypersons consistently enroll in continued education classes at the UA Training Centers, which help them to keep up on current industry changes, upgrades, certifications and general knowledge important to maintain the quality service one would expect from a qualified company. Allison Mechanical, Inc, understands the highlights, key features and distinguishing points of the Proposal. We are pleased to provide our proposal to provide industry leading preventative maintenance and repair services to your facilities to maintain the equipment, in order to prevent costly and disruptive equipment failures. It is our goal to keep your facilities operating at the highest level. Our experience in providing the City's requested services to other Southern California municipalities provides a unique advantage for Allison Mechanical, Inc. in understanding the specific needs of the City of Santa Ana. Allison Mechanical, Inc. is qualified, trained and committed to the proper maintenance and rapid response necessary to reduce unnecessary equipment down time. Our long history and experience servicing government offices provides first-hand insight to the demands on the City to provide ongoing services to its employees and members of the public it serves. We take pride in our ability to maintain the equipment to reduce down time and when an emergency arises, we respond by any means necessary to get your facilities up and running in the shortest time possible. Allison Mechanical, Inc. plans to meet those needs by: • Assigning a dedicated Project Manager who will ensure customer satisfaction at all times. • Assigning a Service Manager who will facilitate repeated provision of services at every opportunity, • Assigning a Service Supervisor who will work hand in hand with the Technicians to ensure that the City's expectations are exceeded. + Assigning a team of Primary and Secondary Technicians who will be qualified, trained and equipped individuals ready to spring into action at any moment. • Providing industry leading maintenance and repair services on schedule as recommended by manufacturer and the requirements of the RFP. A • Rapidly responding to Emergency Service Requests with assigned project team members. • Providing proposals for unexpected repairs as needed so City Management can make infonned decisions on capital expenditures. • Providing recommendations for equipment upgrade projects or energy efficiency retrofits as requested by City Management to help maintain optimal mechanical system performance into the future. Key personnel and their experience, training, and certifications are set forth in Attachment 1. Commitment to Safety: All technicians participate in continued safety training programs including; bi-annual safety conferences, job specific risk assessmenNdentification training, weekly safety training/tests, and daily "Safe Plan of Action" assessments. We have developed and maintain a teamwork environment that encourages employees to care for one another and work together to ensure the safety of everyone on site including our employees, our customers and their customers. This is achieved by reporting potential hazards, peer education while on-the-job, notification to management when safety rules or regulations are not met, and requisitions for PPE provision or replacement when job site conditions require. Any employee can report a safety hazard and stop job site work until the condition is assessed and rectified. In response to COVID-19, Allison Mechanical, Inc. complies with all CDC recommendations and has established a written COVID-19 policy. Our receipt of Safety Awards from our associations over multiple years is proof that when the employees are educated, equipped and encouraged to work together, they will accomplish the goal and everyone goes home safe. Guarantee and Commitment to Quality: All customers of Allison Mechanical, Inc, are guaranteed to being more than satisfied with our performance of services. We understand that our commodity is service and as a company we are dedicated to provide the best quality product possible. Our employees are good people interested in providing you the very best service we can provide. This service may be addressing a special need, fulfilling a request, or quick reply to a phone message. Our commitment to quality extends beyond technical training and we will continually provide you the best service. Experience Working on Government Projects Subject to Public Bidding/Prevailing Wage - In addition to maintenance and service contracts to government entities, Allison Mechanical, Inc. contracts with government entities for HVAC installation and upgrades. These projects include not only cities throughout Southern California but county, state, federal, and schools at the elementary, middle school, high school, and college level. Due to the longstanding relations Allison Mechanical, Inc. has had with government entities since 1993, Allison Mechanical, Inc. has established office policies and procedures to effectively comply with all prevailing wage laws. We strictly adhere to the wages established by the Department of Relations, the journeyman/apprentice ratio, completion of requisite forms, and trust fund payments. Our approach to service the City of Santa Ana's specific equipment, subject to the City's specifications, would be as follows: Understanding of Scope pf Servlcgg We shall furnish all materials, equipment, labor, supervision, and transportation necessary to provide HVAC preventative maintenance and repair services at locations listed and described herein. All parts, repairs and/or fluid changing will be done with parts and fluids that meet or exceed the manufacturer's specifications and requirements. All replacement parts will be new. All parts will be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. We will dispose of used oil, fluids, and filters generated by its services, leaving the job site environmentally clean. All testing and maintenance services will be scheduled in advance with the City of Santa Ana. We will maintain service records on all maintenance and repairs and shall provide a copy of the service records to the City of Santa Ana. We will be able to respond to City's request for emergency repair work on a timely manner. We will respond to any emergency 24/7 and will be there within the 4 hours stated in the RFP. Anytime outside of business hours of 7AM and 5PM operation may be considered after hours/weekends. We will perform additional work as authorized. Such work will be based on rates for field services as listed herein. Our hourly rates schedule, which includes but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by us only after discussed and authorized by the City projects manager or designee in writing. Prior to cormnencement of services, we will provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division, We shall perform preventive maintenance on bi-annual basis in accordance with equipment application, and equipment operating hours that are recommended by each equipment manufacturer and location. This service is designed to optimize the reliability and efficiency of the equipment, extend the useful life of the City's equipment, and provide proactive indications of excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season. We will also provide recommendations for additional service(s) that will better enhance equipment performance. 4 At a minimum, we shall perform the following preventative maintenance tasks and perform a resistive load bank test. These tasks are designed to maintain the equipment in an optimum operating condition so that the equipment will operate reliably and efficiently. A. AIR CONDITIONING UNITS MAINTENANCE 1. Check all electrical wiring and connection as required; tighten as required. 2. Check and replace filters as required. 3. Check starter contactor surfaces for wear. 4. Check compressor amps and record. 5. Check sight glass for moisture level. 6. Check operation of crankcase heater. 7. Check and lubricate condenser fan motor and fan bearings. 8. Check condition of condenser coil and clean. 9. Check belts for wear and replace per manufacturer's recommendations. 10. Check and adjust compressor capacity controls. 11. Lubricate indoor fan motor and bearings. 12. Check humidifier for proper operation and observe for humidity levels. 13. Inspect for dust, mold, and debris and clean. 14. Check refrigerant charge and for leaks. 15. Check and inspect cabinets for leaks and check cabinet door for secure closure. 16. Replace batteries bi-annually. 17. Test thermostats and controls for proper operation; temperatures and timer functions. B. AIR DUCT MAINTENANCE I . Inspect unit assembly. 2. Visually inspect air duct system. C. EXHAUST FAN MAINTENANCE if Au Ip icable t. Check all electrical wiring and connections. 2. Check all motor starter contactor surfaces for wear. 3. Clean starter and electrical control enclosure. 4. Lubricate bearings. 5. Check belts for wear and replace per manufacturer's recommendations. 6. Check belt tension and sheave alignment and adjust as required. 7. Inspect exhaust fan unit assembly. 8. Check all mounting hardware and tighten as required. 5 Within five (5) business days of completing maintenance services on the City's HVAC units, we shall provide a service report to the City of Santa Ana. We will state all findings, if any, along with a proposed scope of work and complete cost estimates for any recommended equipment repairs and/or replacement. ON CALL DIAGNOSTIC AND REPAIR SERVICES We shall provide HVAC unit diagnostic and repair services for all listed City units and other locations on an as needed basis. We will charge labor at the established rates for normal hours, after hours, weekend hours and holiday hours. Any repair service above and beyond preventative maintenance will require an estimate being submitted to the City. The City's prior approval is required before any work is performed by us. All replacement parts will be new. All parts will be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. After all diagnostic and repair services, a report will be completed by one of our technician and the report will be provided to City personnel upon completion of the request, SUBCONT craR Allison Mechanical, Inc. will be using the following subcontractor who holds a C-10 license: In]and Pacific Electrical, Inc. 9155 Archibald Avenue, Suite 905 Rancho Cucamonga, CA 91730 License # 830315, Class: C-10 DIR 1000001556 SB Micro # 49164 Relevant Project Experience Allison Mechanical, Inc.'s relevant project experience includes multiple maintenance service and repair contracts which are premised upon providing on call, as needed, maintenance and repair services in addition to the routine scheduled maintenance of equipment. Relevant project experience, all which are current and ongoing include the following: City of Fontana — We first contracted to provide maintenance and repair services in 2005 and that relationship continued to grow throughout the years. We are proud that we continue to provide maintenance and repair services to all 28 site locations for the City of Fontana, Contact is Isaias Garcia, telephone number 909/275-0001. City of West Covina - Since June 2010, we have provided maintenance and service repairs to this City. Our contract with them is ongoing. The City's contact is Kay Yoshino, telephone number 626/939-8458. Patton State Hospital - Since July 2011, we have provided HVAC maintenance service and repair needs to Patton State Hospital and we currently provide chiller maintenance service and repairs for all of its buildings. Contact is Edward Sousa, telephone number 909/425- 7240. Providence Health Hospitals and Medical Centers — Since 1994, we have provided HVAC maintenance and repair needs to Providence Health's hospitals and medical centers. Contact is Maggie Castaneda, telephone number is 818/843-5111. References Three municipalities for which Allison Mechanical, Inc. has provided similar maintenance services include: Owner: City of Westminster Type of Contract: Preventative Maintenance and Repair Services Duration: June 2010 to Present Percentage of Work Responsible: 100% Contact: Adolfo Andrade, Building Supervisor, (714) 716-0258 Owner: City of West Hollywood Type of Contract: Preventative Maintenance and Repair Services Duration: July 2013 to Present Percentage of Work Responsible: 100% Contact: Lisa Nolan, Building Maintenance Supervisor, (323) 848-6353 Owner: City of West Covina Type of Contract: Preventative Maintenance and Repair Services Duration: July 2009 to Present Percentage of Work Responsible: 100% Contact: Kay Yoshino, Maintenance Supervisor, (626) 939-8458 As demonstrated by all projects and references provided in support of our proposal, our maintenance contracts have been long term. Many are well over ten (10) years proving a culture of exemplary performance that ensures customer satisfaction. Owner/Key Personnel Resumes Management Team Profiles Donald Allison — President 42 - Years Experience Certifications Include: E.P.A, UA Local 250, P.I.P.E & S.T.A.R. certified, LEED AP • Training: Numerous Industry Training Seminars Including: ■ Carrier: VVT & CCN controls, Centrifugal, Reciprocating, and Screw Compressors ■ Carrier: Centrifugal Chiller, Reciprocating Chiller ■ Trane: Reciprocating & Centrifugal Compressors • Trane: Centrifugal Chiller CVHE/CVHF • Honeywell Light Commercial Buildings Solutions Training ■ UA Local 250 Apprenticeship program ■ UA Local 250 Journeyman Training • UA Local 250 — Compressor, Joy Fan, and Piping Training Instructor • UA Local 250 award recipient (nominated by peers) • UA Local 250 "#1 Apprentice" award recipient • MCAA Institute of Project Management • ABB Variable Frequency Drive Start -Up Certified Technician Mark Allison — Vice-President/Secretary • 22 — Years Experience • Certifications Include: E.P.A, Quickpen® International Autobide Estimation Training: Numerous industry paining seminars including: ■ Carrier: Systems Troubleshooting, Electrical, Mechanical Systems Design & Repair ■ UA Local 250 Electrical and Mechanical ■ Robertshaw Pneumatic Controls Training • Industrial Training (Wyoming Technical College) ■ Quickpene International Autobid Mechanical Training ■ Quickpena' International Autobid Sheet Metal Training front Line Supervisory Barry Kirschenbaum — Regional Account Manager/Project Manager, Service Dept. • 38— Years Experience • Los Angeles Trade Technical College- Certificate of Completion Refrigeration Air Conditioning • Cal Poly Pomona - Bachelor Of Science Degree (Mechanical Engineer / Energy Option) ATTACHMENT 1 • Energy Auditor - State of California • Adjunct Instructor - Los Angeles Trade Technical College (HVAC Project Management) • Adjunct Instructor - JJATC Local 250 Training School (HVAC Project Management) • Project Manager (Design/Build Projects) / Service and Maintenance HVAC Industry • Training: Numerous Industry Training Seminars Including: • Loehinvar Boiler Training • Trane Centrifugal Training • Bard Manufacturing Co. Factory -Certified Installation Training Fred Larkin - Regional Account Manager/Project Manager, Service Dept. • 41- Years Experience • Certifications Include: E.P.A. U.A. Local 250 P.I.P.E. and STAR Certified • Training: Numerous Industry Training Seminars Including: ■ U.A. Directors / Coordinators Certification ° U.A. Local 250 Instructor Reciprocating Compressors U.A. Life Time Certified Journeyman + Los Angeles Trade Technical College -Certificate of Completion Refrigeration Air Conditioning ■ U.A. Local 250 Apprenticeship Training U.A Local Journeyman Training ■ Carrier: V VT & CNN Controls Carrier: Technical Courses I -IV • MCAA Sales Basecamp Pete Paluzzi - Regional Account Manager/Project Manager, Service Dept. • 39 Years Experience Certifications: EPA Universal, UA S.T.A.R. Certified, UA Local 250 ■ Training: ■ UA Local 250 Apprenticeship Program • UA Local 250 Journeyman Training ■ Carrier Screw Chillers Training ■ Carrier Tech Training • Carrier: VVT & CCN Controls • Carrier RTUOpen Controller Start -Up Training • Trane Scroll Chillers Training ■ Trane Screw Chiller Training • NCI Certified Air Balancing Training - Cert it 17-222-01 MCAA Sales Basecamp Bonnie Gordon - Project Manager, Construction Department • 12 - Years Experience • California State University of San Bernardino - Bachelor of Arts Degree Criminal Justice ATTACHMENTI • Victor Valley College - Associates Of Science Degree Business • MCAA Institute of Project Management • Principles of Scheduling: Schedule of Values and Payment Application • SCE HVAC Optimization Program Jacob Johanson — Project Manager, Construction Department • 7 — Years Experience • Cal Poly Pomona - Bachelor Of Science Degree Mechanical Engineering • AutoCAD, Inventor, and SolidWorks (CAD Tools) • MS Project, Excel, VBA (Programming Language) • Trimble AutoBid Mechanical and Trimble AutoBid Sheet Metal • Primavera P6 Professional • MCAA Institute of Project Management Brian Bonacic — Project Superintendent, Construction Department 19 — Years Experience Certifications: Total Line R410a, ASE Certified Auto Mechanic, Essco Institute Universal E.P.A. • Training: Local 250 Journeyman, Core I, Core II, Electrical KeyField Personnel Profiles Allison Mechanical, Inc., employs many Service, Retrofit, Controls and Installation professionals. Please review the key personnel profiles below to obtain the caliber of professional we are proud to have on our team. Service Department Todd Casida — Service Manager — Local 250 Certified Foreman ■ 21 Years Experience ■ Certifications: EPA Universal, UA S.T.A.R. Certified, UA Local 250 Certified Training: • Carrier: VVT Controls ■ UA Local 250 Apprenticeship Program UA Local 250 Journeyman Training ■ Lochinvar Installation, Service & Troubleshooting Service ■ Tirane Intellipak Training Trane: Centrifugal Chillers CVHE/CVHF WMC (Magnetic Bearing) Centrifugal Chiller - Service & Repair • ABB Variable Frequency Drive Start -Up Certified Technician Principles of Refrigerant Piping - for Service Technicians ■ Pump Basics, Service and Maintenance Training ■ Carrier RTUOpen Controller Start -Up Training ■ Carrier Centrifugal Compressor Fundamentals (SER120) ATTACHMENT 1 ■ Carrier Centrifugal Disassembly & Reassembly (SERI30) (Certified Technician) ■ Multistack Gen 1 & 2 Maglev Chiller Training ■ Turbocor Compressor Training • Bitzer 2 Day Air Conditioning Training Seminar Session ■ Low Voltage Qualified & High Voltage Qualified Jeremy Wessel — Service Supervisor — Local 364 Foreman ■ 21 Years Experience ■ Certifications: UA 364 Certified, EPA Universal, Carrier: Purono Refrigerant Certification, Honeywell VFD Start -Up • Training: ■ Carrier: Electrical, Mechanical Systems Troubleshooting ■ Local 105 Classified Worker, Shop Fabricator, Welding, Installer ■ Honeywell Variable Frequency Drive Start-Up/Service • Honeywell Variable Frequency Drive Start-Up/Service ■ Turbocor Installation, Service & Troubleshooting Service • Lochinvar Installation, Service & Troubleshooting Service • RayPak Boiler Training ■ Laars Boiler Training ■ Air Side Fundamentals - Psychrometries & Air Measurement ■ Principles of Refrigerant Piping - for Service Technicians • ABB Variable Frequency Drive Start -Up Certified Technician ■ Pump Basics, Service and Maintenance Training ■ Carrier RTU Open Controller Start -Up Training • Boiler Evolution & Modem Application • Mitsubishi CITY MULTI Service Course • Smardt Chiller Technical Training • NFPA 70 E Safety Training - CPR, First Aid and BBP LG VRF Training Dan Perez — Service Supervisor -- Local 250 Foreman • 15 Years Experience ■ Certifications: EPA Universal Training: ■ Carrier: Advanced Troubleshooting ■ UA Local 250 MES Training ■ Extensive "In -Field" Training ■ Robertshaw Pneumatics Service/Repair Reciprocating Liquid Chiller -Service, Troubleshooting & Maintenance Course ■ 10 Additional Years Experience as Maintenance Tech/Equipment Operator ■ Boiler Evolution & Modern Application ■ Carrier 19D & 19XR Centrifugal Chiller Teardown ATTACHMENTI Multistack Gen I & 2 Maglev Chiller Training Turboeor Compressor Training NFPA 70 E Safety Training - CPR, First Aid and BBP Bruno Agostini — Service Technician — Local 250 Certified Journeyman • 22 Years Experience ■ UA Local 250 Instructor • UA Local 250 Apprentice Program Graduate ■ Certifications: EPA Universal, UA S.T.A.R. Certified • Training: ■ Dawson - HVAC Centrifugal Pump Design and Application ■ ABB Drive Certification ■ Raypak Boiler Service and Repair Raymond Alba — Service Technician — Local 250 Journeyman ■ 21 Years Experience ■ UA Local 250 Apprentice Program Graduate ■ Certifications: EPA Universal, Equipment Rigging Certification ■ Training: ■ Trane Centrifugal Chiller Start-up Certification ■ Trane Centrifugal Chiller Overhaul Certification ■ ABB Drive Certification ■ Raypak Boiler Service and Repair Experience as Foreman on Installation and Start-up Crews Russell Rutland — Service Technician — Local 364 Journeyman ■ 20 Years Experience ■ UA Local 364 Apprentice Program Graduate • Certifications: EPA Universal, Various trade equipment certifications Logan Casida — Service Technician — Local 250 Certified Journeyman ■ 18 Years Experience ■ Universal Technical Institute, Phoenix - HVAC Associate's Degree ■ UA Local 250 ■ Certifications: EPA Universal, GPRO (Green) ■ Training: ■ Dawson - HVAC Centrifugal Pump Design and Application ■ WMC Centrifugal Chiller Service & Repair • Carrier/Comfort Network (CNN) — Installation & Repair Gustavo Lopez — Service Technician — Local 364 Journeyman a 6 Years Experience ■ Certifications: EPA Universal, UA S. F.A.R, Certified ■ Training: UA Local 364 Apprentice Program Graduate ■ Refrigeration - Technical Service & Troubleshooting Course ATTACHMENT ■ Electrical -Technical Service & Troubleshooting Course ■ ABB Variable Frequency Drive Start -Up Certified Technician • MCAA Field Leaders Conference Jason Ballard — Service Technician — Local 250 Apprentice 5 ■ 5 Years Experience ■ Certifications: EPA Universal ■ Training: ■ UA Local 250 Current 5`h Year Apprentice ■ Refrigeration - Technical Service & Troubleshooting Course ■ Electrical - Technical Service & Troubleshooting Course ■ Pump Basics, Service & Maintenance • LG VRF Training Controls Department Jairo Lopez — Controls Department Supervisor— Local 364 Certified Foreman ■ 17 Years Experience ■ Certifications: EPA Universal, UA S.T.A.R. Certified, UA 364 Certified Training: ■ UA Local 364 Apprenticeship Program ■ UA Local 364 Journeyman Training ■ Carrier: HVAC Mechanical Pro -Troubleshooting ■ Carrier: HVAC Electrical Pro -Troubleshooting ■ Lochinvar Installation, Service & Troubleshooting Service ■ Carrier Screw Liquid Chiller Training ■ OSHA— 10 Hour Occupational Safety & Health Certification Qualified Person Rigging and Signals Training ■ Principles of Refrigerant Piping - for Service Tecluricians ■ Reciprocating Liquid Chiller —Service,' Troubleshooting & Maintenance Course • Introduction to Economizers; Sensing Strategies ■ Setup and Troubleshooting Economizer Controls ■ intro to Power Exhaust; Setup and Troubleshooting Power Exhausts • Pump Basics, Service and Maintenance Training ■ Yaskawa VFD Startup Training ■ Carrier RTUOpen Controller Start -Up Training ■ Carrier 19D & 19XR Centrifugal Chiller Teardown ■ McQuay CE050, 063, 079, 087, 100, 12.6 Chiller Teardown ■ Smardt Chiller Technical Training Bitzer 2 Day Air Conditioning Training Seminar Session ■ Low Voltage Qualified & High Voltage Qualified • Honeywell Spyder BACnet Core Competency Daniel Allison — Controls Department Foreman — Local 250 Foreman ATTACHMENT I 25 - Years Experience Certifications Include: E.P.A Universal, UA Local 250, Honeywell LCBS Training: Numerous Industry Training Seminars Including: • Carrier: VVT & CCN Controls Honeywell: Controls Certification Training Robertshaw Pneumatic Controls Training ■ ABB Variable Frequency Drive Factory Start -Up Training ■ UA Local 250 Apprenticeship Program ■ UA Local 250 Journeyman Training ■ Honeywell WEBS AX Certified • Honeywell Spyder Training ■ Tridium-Niagara Certified ■ Niagara N4 Cross Training Certification ■ Honeywell Spyder BACnet Core Competency ■ UA Local 250 "#1 Apprentice" award recipient ■ UA Local 250 award recipient (nominated by peers) Harvey Leung — Service/Controls Technician — Local 250 Apprentice 3 ■ 5 Years Experience ■ Certifications: EPA Universal, Training: ■ UA Local 250 Current 2"a Year Apprentice ■ Previous electrician apprenticeship program training ■ Tridium N4 (Honeywell WEBS) Certification ■ Honeywell Spyder BACnet Core Competency Retrofit De a� rtment Jared Griswold — Retrofit Department Supervisor — Local 364 Foreman • 12 Years Experience ■ Certifications: EPA Universal; STAR Mastery ■ Training: • UA Local 364 Apprenticeship Program Graduate ■ Air Side Fundamentals - Psychrometrics & Air Measurement • Introduction to Economizers; Sensing Strategies ■ Setup and Troubleshooting Economizer Controls ■ Intro to Power Exhaust; Setup and Troubleshooting Power Exhausts ■ Refrigeration - Technical Service & Troubleshooting Course • Electrical - Technical Service & Troubleshooting Course • ABB Variable Frequency Drive Start -Up Certified Technician ■ MCAA Field Leaders Conference ■ OSHA Aerial Platform Safety Course • New Miner -Surface, Construction, Metal, & Nonmetal Operation & Related Industries ATTACHMENT Ivan Lopez — Construction Department Technician — Local 364 Apprentice 5 ■ 6 Years Experience • Certifications: EPA Universal • Training: UA Local 364 ■ Current 5'h Year Apprentice • New Miner -Surface, Construction, Metal, & Nonmetal Operation & Related Industries • Aerial Boomlift Operator Cerdfrcation•Blend Steve Martinez — Sheet Metal Fabrication Shop Manager - Local 105 Journeyman ■ IS Years Experience ■ Certifications: EPA Universal, UA Local 105 Certified • Training: • Local 105 Classified Worker, Shop Fabricator, Welding, Installer ■ Local 105 Sheet Metal Apprenticeship Graduate ■ OSHA — 10 Hour Occupational Safety & Health Certification Qualified Person Rigging and Signals Training Allison Mechanical, Inc. employs more than 40 full time staff members to serve our customer's needs. Our regular full time employee list includes multiple warehouse/delivery persons, dozens of union field service, retrofit and installation persons, and a full clerical and management staff in our corporate headquarters in Redlands, California. As a signatory contractor of multiple Local Unions and the United Association we have the ability to add Union trained and experienced field staff members to complement our existing crew as needed to dispatch an effective and professional work force for any job no matter how small or large. Please contact us for more detailed information on any of our talented staff members. ATTACHMENT Samantha M. Digitally signed by Samantha M.Lambert 1 L....+ Date: 2021.09.0915:46:14 r ® eau woa .07100' A` ) CERTIFICATE OF LIABILITY INSURANCE DATE(MMMDNYYY) 9/2/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER SullivanCurtisMonroe Insurance Services (IRV) 1920 Main Street Suite 600 Irvine, CA 92614 CONTACT NAME: (AID No. Extl PHONE 949.250.7172 ac No: 949.652.9762 E-MAIL ADDRESS INSURERS AFFORDING COVERAGE NAICN INSURER A: Middlesex Insurance Company 23434 www.SullivanCurtisMonme.com License # OE83670 INSURED Allison Mechanical, Inc. 1968 Essex Court INSURER B: Middlesex Insurance Company 23434 INSURER C: INSURER D: Redlands, CA 92373 INSURER E : INSURER F: COVERAGES CERTIFICATE NUMBER: 63724429 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR TYPE OF INSURANCE JHMADDL wyn SUER POLICYNUMBEft POLICY MWDDNYY POLICY EXPM1111RRE11E LIMITS A s/ COMMERCIAL GENERAL [ABILITY A0114876-004 11/1/2020 11/1/2021 RENCE $1 OOOOOO CLAIMS -MADE ❑✓ OCCUR DAMAGE TO ED ocoune.. $1 000 000 one person) $$000 ADV INJURY $1 000 000 AGGREGATE LIMIT APPLI ES PER: REGATE $3,000,000 GEN'L POLICY JECT � LOC OMPIOP AGO $2000000 $ OTHER: A AUTOMOBILE LIABILITY A0114876-001 11/1/2020 11/1/2021 EOa BIKEDcadanSINGLE LIMIT $1000000 BODILY INJURY (Par person) $ s/ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Perawidenl) $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY PROPERTY DAMAGE Per accident $ Comp / Coll Deductibles $ 1 000 A s/ UMBRELLA LIAB a/ OCCUR A0114876-006 11/1/2020 11/1/2021 EACH OCCURRENCE $10000000 ✓ EXCESS LIAB CLAIMS -MADE AGGREGATE $10,000,000 DED I I RETENTION$none I $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN A0114876-005 11/1/2020 11/1/2021 a/ STATUTE ERH E.L. EACH ACCIDENT $1.000000 ANYPROPRIETORIPARTNERIEXECUTIVE OFFICERIMEMBEREXCLUDED'! ❑Y NIA E.L. DISEASE - EA EMPLOYEE $1 ,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $1000000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be altachad if more space is required) RE: All Operations City of Santa Ana, its officers, employees, agents and representatives are Additional Insureds with respect to General and Auto Liability per the attached endorsements as required by written Contract. Insurance is Primary and Non -Contributory. Waiver of Subrogation applies to Workers' Compensation per the attached endorsement. 30 day notice of cancellation per the attached endorsement. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City t Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Risk OManagement Division, 4th Floor ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza Santa Ana CA 92702 AUTHORRED REPRESENTATIVE Destiny Vassell '� BEvlEwEo&APPR1v®B1 ©1988-2015 ACORD C "I i' <A#K,tiVA JA#*W ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD i''l Risk Management Supervise 63124429 ALLIEMEC 2020-21 GL1, CAD, WCQ OMC [primary master) I Monique NyaYen 9/2/2021 9;44:12 AM (PDT) I Page 1 This cer ificate cancels and supersedes ALL previously issued certi icates. ACORO® 11.—/ AGENCY CUSTOMER ID: ALLISMEC LOC #: ADDITIONAL REMARKS SCHEDULE Page of AGENCY SullivanCurtisMonroe Insurance Services (IRV) NAMED INSURED Allison Mechanical, Inc. 1968 Essex Court Redlands, CA 92373 POLICY NUMBER CARRIER NAIC CODE EFFECTIVE DATE: THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability (03116) HOLDER: City of Santa Ana Risk Management Division, 4th Floor ADDRESS: 20 Civic Center Plaza Santa Ana CA 92702 Named Insureds: Allison Mechanical, Inc. Champ Management, Inc. Inland Sales & Leasing, LLC ACORD 101 (2008101) © 2008 ACORD C The ACORD name and logo are registered marks of ACORD 63724429 ALLISMEC 1 2020-21 GLI, PAT, NCQ N C (Primary master) I Monique Nguyen 1 9/2/2021 8:44:12 AM (PDT) I Page 2 c This certificate cancels and supersedes ALL previously issued certificates. BEmt1tldr MltnrgeKtd DlWdmt [���l� �A} P�Rr�ov�EnepB�r', - m JM11.111 (M µ ,ew ® Risk Management Supervisor Allison Mechanical, Inc. POLICY NUMBER: A0114876-004 Effective Date: 11/1/2020 9/2/2021 COMMERCIAL GENERAL LIABILITY CG 20 10 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Locations Of Covered Operations Any person or organization to whom or which you are to insured in squired provide additional status a written contract or written agreement executed prior to loss, except here such contractor agreement is prohibited by law. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury" or "property damage" occurring after: 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: 2. 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. CG 20 10 04 13 All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. © ISO Properties, Inc., 2012 63724429 1 ALLISMEC 12020-21 GLIB CAN, NCO, OMC [pximarx master] I Monique Nguyen 1 9/2/2021 3:44:12 AM (PDT( This certificate cancels and supersedes ALL previously issued certificates. RIJcMwgeno(tlbLlur .^ REMS)VEn6MPROVH]11iC "WI-0 Ruk Management Superior Page 3 s C. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. Page 2 of 2 © ISO Properties, Inc., 2012 63]39429 A ISMeC 1 2020-21 GLIB CAW, WCG, [MC [primary master] I Monique Nyt en � 9/2/2021 8:44:12 AM (POT) I Page 4 This certificate cancels and supersedes ALL previously issued certlfyicaI R4kMu�nedDMdon o RwEwmi/WpRcv®Br Rnk Management Supervisor Allison Mechanical, Inc. 9/2/2021 A0114876-004 COMMERCIAL GENERAL LIABILITY CG 20 0104 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NONCONTRIBUTORY - OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART The following is added to the Other Insurance Condition and supersedes any provision to the contrary: Primary And Noncontributory Insurance This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: (1) The additional insured is a Named Insured under such other insurance; and CG 20 01 04 13 (2) You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured. © Insurance Services Office, Inc., 2012 t1�1uw� REVIEW PD i APPROVED Br. mli S.� tw"- ® Risk Managemen3Supeussor 63924429 IwLISMEC 2020-21 GLI, CAD, WCO, WC [pzimarY master] Monique N3uYen 1 9/2/2021 9:44:12 AM (PDT) Page 5 0 This certificate cancels and supersedes ALL previously issued certiY icates. Allison Mechanical, Inc. 9/2/2021 POLICY NU MBER:Ao114876-004 COMMERCIAL GENERAL LIABILITY CG 20 37 0413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modes insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART K1i:1#_31Jt� Name Of Additional Insured Person(s) Or Organization(s) Location And Description Of Completed Operations Any person or orgganization to whom or which you are required to provitla additional insured status in a written contract or written agreement executed prior to loss, except where such contractor agreement is prohibited by law. Information required to complete this Schedule if not shown above will be shown in the Declarations. A. Section 11 — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by "your work" at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the "products -completed operations hazard". However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law, and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. CG 20 37 0413 B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall riot increase the applicable Limits of Insurance shown in the Declarations- 0 Insurance Services Office, Inc., 2012 63924429 I ALLISMEC 1 2020-21 GLI, CAO, WCO, NAC [primary ma te[t I Monique Nguyen 1 9/2/2021 8:44:12 AM �P➢T� This certificate cancels and supersedes ALL previously issued certif rates. w�nrPrPxt ftMeXM&APPRovmBr. SiH1W1� iArrN�ati ® RM Management Supemmor Page 6 9/2/2021 POLICY NUMBER: A0114876-001 COMMERCIAL AUTO CA 76 01 06 15 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DESIGNATED INSURED - PRIMARY AND NONCONTRIBUTORY - COVERED AUTOS LIABILITY COVERAGE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM AUTO DEALERS COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by this endorsement. This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated. Named Insured: Allison Mechanical, Inc. Endorsement Effective Date: 11/01/2020 SCHEDULE Name Of Person(s) Or Organization(s): As required by written contract. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Each person or organization shown in the Schedule is an "insured" for Covered Autos Liability Coverage, but only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision contained in: (1) Paragraph A.I. of Section II - Covered Autos Liability Coverage in the Business Auto and Motor Carrier Coverage Forms; or (2) Paragraph 0.2. of Section I - Covered Autos Coverages of the Auto Dealers Coverage Form. B. Primary And Noncontributory Insurance This insurance is primary to and will not seek contribution from any other auto insurance issued to the person or organization in the schedule under your policy provided that: (1) The person or organization is a Named Insured under such other insurance; and (2) Prior to the "accident' you have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the person or organization. CA 76 01 06 15 Includes copyrighted material of Insurance Services Office, Inc., with its permission. 1tN�MrtrgenwtF i7bttiar 9�V Revie rnSMPROV[DBY: ' $awcwTfc (.cn.faal Risk Management Supervisor 63724429 ALLISMC 1 2020-21 GLI, CAU, WCO, me [primary ma ter] 1 Monique N9u en 9/2/2021 8:44:12 AM (PUT) Page ] This cerkiticate cancels and supersedes ALL previously issued certi icates. Allison Mechanical, Inc. A0114876-004 11/01/2020 9/2/2021 IL 70 58 02 14 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION - CERTIFICATE HOLDERS This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM COMMERCIAL AUTOMOBILE COVERAGE PARTS COMMERCIAL PROPERTY COVERAGE PART CRIME AND FIDELITY COVERAGE PART COMMERCIAL INLAND MARINE COVERAGE PART COMMERCIAL GENERAL LIABILITY COVERAGE PARTS COMMERCIAL EXCESS/UMBRELLA LIABILITY COVERAGE FORM EMPLOYMENT RELATED PRACTICES LIABILITY POLLUTION LIABILITY COVERAGE ERRORS AND OMISSIONS COVERAGE FORM In the event we cancel this policy, we shall endeavor to also mail to the person(s) or organization(s) listed in the Schedule for this endorsement advance written notice of cancellation. This notification of cancellation of the policy is intended as a courtesy only. Our failure to provide such notification to the person(s) or organization(s) shown in the Schedule will not extend any policy cancellation date nor impact or negate any cancellation of the policy. This endorsement does not entitle the person(s) or organization(s) listed or described in the Schedule below to any benefit, rights or protection under this policy. Failure by us to provide this notice of cancellation to the person(s) or organization(s) listed or described in the Schedule below will not impose liability of any kind upon us. Any of these provisions that conflict with a law that controls the notice of cancellation of the insurance in this endorsement is changed by this statement to comply with the law. Schedule Person(s) or Organization(s) including mailing address: Any person or organization you are required to add as an additional insured under a written contract or agreement in effect prior to any accident, injury, loss or damage All other terms and conditions of this policy remain unchanged. IL 70 58 02 14 rN Rhktnbllm� 37. T i 9/2/2021 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 0313 (Ed 4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule Schedule Name: Any person or organization from whom you are required to waive your right to recover under a written contract or agreement in effect prior to any loss or damage Address: Description of Waiver: Any person or organization from whom you are required to waive your right to recover under a written contract or agreement in effect prior to any loss or damage JobID: This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 11/01/202G Insured Allison Mechanical, Inc. Insurance Company WC 00 03 13 (Ed. 4-84) ©1993 National Council on Compensation Insurance Policy NC.g0114876-005 Endorsement No. Premium Countersigned RI��Y1lrgnnd 176ialar flmE &APPeov®t9r, P.nk Management Supervlmr 63929429 1 ALLISMEC 1 2020-21 GLI, CAV, and, MC [piimazY ma [ei] Monique dguyen 1 9/2/2021 8:44:12 AM (POT) I Page 9 a e E This certificate cancels and supersedes ALL previously issued certi cates. NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Allison Mechanical, Inc. Name: Project A-2021-162-03 Number: Project Agreement To Provide On-Call HVAC Maintenance And Repair Services Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION TYPE OF INSURANCE COI DATE FILE NAME NUMBER DATE COI - Santa Ana City of AUTOMOBILE LIABILITY A0114876001 11/01/2023 10/28/2022 Maintenance - Exp 11.1.23.PDF COI - Santa Ana City of GENERAL LIABILITY A0114876004 11/01/2023 10/28/2022 Maintenance - Exp 11.1.23.PDF COI for Allison PROFESSIONAL LIABILITY WAIVER 08/16/2024 02/13/2023 PL exemption.pdf COI - Santa Ana WORKERS COMPENSATION AND City of A0114876005 11/01/2023 10/28/2022 EMPLOYERS' LIABILITY Maintenance - Exp 11.1.23.PDF Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 2/16/2023 10:49 AM EBUF!)NN0EE0ZZZZ* DFSUJGJDBUF!PG!MJBCJMJUZ!JOTVSBODF 220703135 UIJT!DFSUJGJDBUF!JT!JTTVFE!BT!B!NBUUFS!PG!JOGPSNBUJPO!POMZ!BOE!DPOGFST!OP!SJHIUT!VQPO!UIF!DFSUJGJDBUF!IPMEFS/!UIJT DFSUJGJDBUF!EPFT!OPU!BGGJSNBUJWFMZ!PS!OFHBUJWFMZ!BNFOE-!FYUFOE!PS!BMUFS!UIF!DPWFSBHF!BGGPSEFE!CZ!UIF!QPMJDJFT CFMPX/!!UIJT!DFSUJGJDBUF!PG!JOTVSBODF!EPFT!OPU!DPOTUJUVUF!B!DPOUSBDU!CFUXFFO!UIF!JTTVJOH!JOTVSFS)T*-!BVUIPSJ\[FE SFQSFTFOUBUJWF!PS!QSPEVDFS-!BOE!UIF!DFSUJGJDBUF!IPMEFS/ JNQPSUBOU;!!Jg!uif!dfsujgjdbuf!ipmefs!jt!bo!BEEJUJPOBM!JOTVSFE-!uif!qpmjdz)jft*!nvtu!ibwf!BEEJUJPOBM!JOTVSFE!qspwjtjpot!ps!cf!foepstfe/ Jg!TVCSPHBUJPO!JT!XBJWFE-!tvckfdu!up!uif!ufsnt!boe!dpoejujpot!pg!uif!qpmjdz-!dfsubjo!qpmjdjft!nbz!sfrvjsf!bo!foepstfnfou/!!B!tubufnfou!po uijt!dfsujgjdbuf!epft!opu!dpogfs!sjhiut!up!uif!dfsujgjdbuf!ipmefs!jo!mjfv!pg!tvdi!foepstfnfou)t*/ DPOUBDU QSPEVDFS Kfoojgfs!Cfsobm OBNF; GBY QIPOF TvmmjwboDvsujtNpospf!Jotvsbodf!Tfswjdft!)JSW* :62!5:4!4426:62!5:4!44:: )B0D-!Op*; )B0D-!Op-!Fyu*; 3121!!Nbjo!Tusffu F.NBJM kcfsobmAtvmmjdvsu/dpn BEESFTT; Tvjuf!811 Jswjof-!DB!!:3725 JOTVSFS)T*!BGGPSEJOH!DPWFSBHFOBJD!$ xxx/TvmmjwboDvsujtNpospf/dpnMjdfotf!$!1F94781 JOTVSFS!B!;Njeemftfy!Jotvsbodf!Dpnqboz34545 JOTVSFE JOTVSFS!C!; Bmmjtpo!Nfdibojdbm-!Jod/ JOTVSFS!D!; 2:79!Fttfy!Dpvsu JOTVSFS!E!; Sfemboet-!DB!!:3484 JOTVSFS!F!; JOTVSFS!G!; DPWFSBHFTDFSUJGJDBUF!OVNCFS;SFWJTJPO!OVNCFS; 9374126: UIJT!JT!UP!DFSUJGZ!UIBU!UIF!QPMJDJFT!PG!JOTVSBODF!MJTUFE!CFMPX!IBWF!CFFO!JTTVFE!UP!UIF!JOTVSFE!OBNFE!BCPWF!GPS!UIF!QPMJDZ!QFSJPE JOEJDBUFE/!!OPUXJUITUBOEJOH!BOZ!SFRVJSFNFOU-!UFSN!PS!DPOEJUJPO!PG!BOZ!DPOUSBDU!PS!PUIFS!EPDVNFOU!XJUI!SFTQFDU!UP!XIJDI!UIJT DFSUJGJDBUF!NBZ!CF!JTTVFE!PS!NBZ!QFSUBJO-!UIF!JOTVSBODF!BGGPSEFE!CZ!UIF!QPMJDJFT!EFTDSJCFE!IFSFJO!JT!TVCKFDU!UP!BMM!UIF!UFSNT- FYDMVTJPOT!BOE!DPOEJUJPOT!PG!TVDI!QPMJDJFT/!MJNJUT!TIPXO!NBZ!IBWF!CFFO!SFEVDFE!CZ!QBJE!DMBJNT/ BEEMTVCS JOTSQPMJDZ!FGGQPMJDZ!FYQ UZQF!PG!JOTVSBODFMJNJUT QPMJDZ!OVNCFS MUS)NN0EE0ZZZZ*)NN0EE0ZZZZ* JOTEXWE DPNNFSDJBM!HFOFSBM!MJBCJMJUZ BB1225987.115220203135220203136 FBDI!PDDVSSFODF% 444 2-111-111 EBNBHF!UP!SFOUFE DMBJNT.NBEFPDDVS% 4 2-111-111 QSFNJTFT!)Fb!pddvssfodf* NFE!FYQ!)Boz!pof!qfstpo*% 4 Efevdujcmf;!%6-1116-111 QFSTPOBM!'!BEW!JOKVSZ% 2-111-111 4-111-111 HFO(M!BHHSFHBUF!MJNJU!BQQMJFT!QFS;HFOFSBM!BHHSFHBUF% QSP. 44 QPMJDZMPDQSPEVDUT!.!DPNQ0PQ!BHH% 3-111-111 KFDU % PUIFS; DPNCJOFE!TJOHMF!MJNJU BVUPNPCJMF!MJBCJMJUZ% BB1225987.112220203135220203136 2-111-111 )Fb!bddjefou* 44 BOZ!BVUP CPEJMZ!JOKVSZ!)Qfs!qfstpo*% 4 PXOFETDIFEVMFE CPEJMZ!JOKVSZ!)Qfs!bddjefou*% BVUPT!POMZBVUPT OPO.PXOFE IJSFEQSPQFSUZ!EBNBHF % )Qfs!bddjefou* BVUPT!POMZBVUPT!POMZ % Dpnq!0!Dpmm!Efevdujcmft%3-111 VNCSFMMB!MJBC BB1225987.117220203135220203136 FBDI!PDDVSSFODF% 44 PDDVS 6-111-111 FYDFTT!MJBC 4 DMBJNT.NBEFBHHSFHBUF% 6-111-111 1 % EFESFUFOUJPO% QFSPUI. 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CzDzouijbNpsbbu:;31bn-Opw24-3135 DH!31!12!15!24 ª!Jotvsbodf!Tfswjdft!Pggjdf-!Jod/-3123 Qbhf!2pg!2 9374126:!}!BMMJTNFD!}!3135.36!HMJ-!DBV-!XDP-!VND!\\qsjnbsz^!}!Kfoojgfs!Cfsobm!}!220703135!8;5:;43!BN!)QTU*!}!Qbhf!7!pg!22 Uijt!dfsujgjdbuf!dbodfmt!boe!tvqfstfeft!BMM!qsfwjpvtmz!jttvfe!dfsujgjdbuft/ 220703135 B1225987.112 POLICY NUMBER: COMMERCIAL AUTO CA 04 44 10 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Bmmjtpo!Nfdibojdbm-!Jod/ Named Insured: 220203135 Endorsement Effective Date: SCHEDULE Name(s) Of Person(s) Or Organization(s): Boz!qfstpo!ps!pshboj{bujpo!up!xipn!ps!xijdi!zpv!bsf!sfrvjsfe!up!qspwjef!uijt!xbjwfs!pg!tvcsphbujpo!jo!b!xsjuufo!dpousbdu!ps!xsjuufo!bhsffnfou fyfdvufe!qsjps!up!mptt-!fydfqu!xifsf!tvdi!dpousbdu!ps!bhsffnfou!jt!qspijcjufe!cz!mbx/ Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The Transfer Of Rights Of Recovery Against Others To Us condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with that person or organization. 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