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HomeMy WebLinkAboutABM BUILDING SOLUTIONS, LLC (2)INSURANCE UN FILE �i-2o21-162-0- WORK 10AY PROCEED UNTIL INSURANCE EXPIRES CLERK OF COUNCIL N DATE: AGREEMENT TO PROVIDE ON -CALL HVAC 01 Pwy` MAINTENANCE AND REPAIR SERVICES �i�fY1�lY�tJ THIS AGREEMENT is made and entered into this 17th day of August, 2021 by and between ABM �QthP)) Building Solutions, LLC ("Contractor"), and the City of Santa Ana, a charter city and municipal %�IfT corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On April 8, 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. COMPENSATION 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 C. 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 Pagel of 8 performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City. 3. TERM 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, of 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 Or 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 a combined 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. C. 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 furnished 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 filly 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 famish 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 1 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 terms 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 9 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: Page 5 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: ABM Building Solutions, LLC 14201 Franklin Avenue Tustin, CA 92780 Attn: Vishal Gupta, PE, General Manager 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 terms 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 9 20. PROFESSIONAL LICENSES Contractor shall, throughout the term 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 fast above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: ; randon Salvatierra Deputy City Attorney FOR APPROVAL ,v abil Saba, PE Executive Director Public Works Agency CITY OF SANTA ANA Kristine Ridge City Manager CONTRACTOR V Name: ishal Gupta, PE Title: General Manager Page 9 of 8 EXHIBIT A EXHIBIT A CITY OF SANTA ANA REQUEST FOR PROPOSALS 20.134 FOR FACILITY HVAC SERVICE, MAINTENANCE AND REPAIRS AT VARIOUS CITY FACILITIES SCOPE OF SERVICES & SPECIFICATIONS General Information The Contractor shall retain professional personnel who have successfully and competently provided municipal facility HVAC repair services on projects of similar scope and complexity. It shall be the Contractor's responsibility to provide as required by the City a competitive hourly rate for repairs and service of all aspects of HVAC systems In City defined facilities. All requested HVAC repairs I service shall be provided in accordance with the highest standards of the Industry, skill, workmanship, applicable trade practices, meet warranties and in conformance to all applicable laws, codes and regulations. The successful Proposer's maintenance and repairs program for the Police Department Headquarters, and repairs as needed program for all facilities shall, at a minimum, Include but not be limited to the specifications outlined herein. Services to be Provided It is the Proposer's responsibility to provide service proposals as required of HVAC trades, central plant chiller systems, air handlers, and automation systems as needed, and all requested services are to be compliant with all Federal, State, CARS, AQMD, OSHA and all other applicable regulatory requirements. Pricing Tabulation Sheets Prices as stated on the RFP 20-134 Pricing Sheet (Page 39) shall be for HVAC maintenance at the Police Department Headquarters only, and for repairs as needed at all facilities. HVAC Repair Staffing The Contractor shall provide staffing levels sufficient to provide a high level of customer service, program support, HVAC maintenance and repair at designated City facilities as required: Staffing should include staff certified and proficient in the complete maintenance and repair of Centrifugal Chiller systems, air handlers, pneumatic and DDC systems, walk in refrigerators and freezers, and a variety of package HVAC units. Additionally, service levels shall provide the capacity to respond expeditiously to situations involving the health and safety of employees and/or the public; comfort and operational capability of any public meeting space. Routine repairs, service requests or other non -urgent tasks shall be completed by journey level staff. The journey -level worker(s) shall be proficient in the following trades: • All mechanical, electronic and pneumatic aspects of chilled water systems • Centrifugal chiller systems • VFD drives • Air handling systems • The interface and control of HVAC control systems • Walk in refrigerators / freezers / evidence freezers Billable Work All requested work shall be considered billable hours and will require that a competitive estimate for that proposed work be provided to the City Representative for consideration and approval prior to work being completed. Security Background Check of Personnel Contractor is required to provide security checks for all personnel assigned to work under this contract. Security checks will be coordinated through Santa Ana Police Department. Additional checks will be required for all new employees during the lifetime of the contract and all expenses shall be borne exclusively by the contractor. The City reserves the right to approve/refuse any prospective employees of the contractor as a result of the background check. The following information must be provided to the City Representative no less than 30 days prior to any employee's start of work: a. Full Legal Name b. Social Security Number c. California Driver's License or ID Number d. Birth Date e. Current Valid Address Damages The Contractor will be responsible for all damages to the facility or contents caused by Contractor, their staff, or by subcontractors during the performance of this contract. Tools & Egulpment The contractor shall furnish and maintain all equipment necessary for properly service HVAC systems in City buildings. The City of Santa Ana reserves the right to inspect equipment to be used to perform services under this contract. Failure to provide regulatory compliant equipment for carrying out all requirements of this contract may be grounds for termination of the contract. Emergency Call Out Service It is highly desirable that the awarded Contractor provide 24-hour emergency service as needed in all aspects of HVAC emergency repair for Santa Ana Police Department and various other facilities, as included in this specification. Hours shall be Monday through Friday 6:OOpm to 6:OOam and 24-hours each day on weekends and holidays. Contractor shall have working personnel on -site within 1 hour of the call -out, or respond by telephone to the City Representative within 1 /2 hour if the problem is correctable through the use of a computer/modem to alleviate the source of complaint. Contractor may be required to respond to Indoor temperature complaints and provide expeditious correction and record complaints and corrections at all City facilities. Contractor shall be proficient in HVAC control systems. Contractor may be required to inspect all HVAC systems at least twice each year, with seasonal start- up and run inspections performed and documented. Contractor may be required to provide oversight and documentation of Seasonal Preventative Maintenance of chillers and boilers at the Police Headquarters Facility only; with service to be provided by Proposer. Contractor may be requested to perform the following services: • For cooling towers - may be required to disassemble screens and access panels for inspection, inspect the tower fill, support structure, sump and spray nozzles, fill valve, gear box, drive coupling, fan blades, and motor bearings, clean starter and cabinet, Inspect wiring, check motor starter contacts for wear and proper operation, megger test the motor and log readings, and check the condition of the contactor; and log observations. • For pumps - may be required to lubricate bearings, inspect couplings, check for leaks, and investigate unusual noises. • Contractor may be required to perform air -handling unit maintenance and repair which Includes but is not limited to; all services recommended by manufacturer. Additional Contractor Requirements • Contractor shall show evidence of presently serving other municipal customers. • Contractor shall hold current C10 and C20 licenses. • Contractor shall provide HVAC employees that; possess a State of California Joint Journeyman Apprentice Training Center Certification; Automation Specialists that are continually factory trained on Automation System, and must be able to provide monthly operator coaching of select personnel, certified in servicing Centrifugal Chillers and Allen Bradley, ABB Drives. • Contractor shall provide the City with full-time joumeyman-level mechanical personnel and factory -trained automation specialists. • Service specialists and technicians shall normally be dispatched from a local headquarters or branch within a 20-mile radius from the City Boundary line of the City of Santa Ana as defined In the most current Thomas Guide Map. • Contractor may be required to provide HVAC data protection and recovery services, control loop tuning for the City's automation system. • Contractor shall provide emergency access 24 hours a day, 7 days a week. consultation and emergency assistance. • Contractor shall supply their staff with their agency uniform and photo identification tags that will be worn at all times. Uniforms shall display the Contractor logo, and employee first or last name shall be clearly visible. Contractor shall provide MSDS sheets to City in a complete "Right to Know" binder for all products used in City facilities. City will determine location of "Right to Know" books. SPECIFICS SERVICES — ALL Periodic Maintenance Applies to Police Headquarters Facility Only Maintenance as Requested Proposer may be required to perform preventive maintenance in accordance with a program of standard routines as determined by your experience, equipment application, and equipment operating hours that are recommended by each equipment manufacturer and location. This service is designed to optimize the reliability and efficiency of the equipment, extend the useful life of the City's equipment, and provide proactive indications of. excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season. Proposer will also provide recommendations for additional service(s) that will better enhance equipment performance. Air Cooled Condenser Coil Cleaning The proposer may be required to p r o v i d e t h i s s e r v i c e t o improve airflow across condenser coils, Improve heat transfer and extend the life of the cgmpressors. Coil cleaning consists of cleaning the outside surface of the condensing unit coils to remove any airborne particles, dirt build-up by using a brush, high pressure air, chemical with low pressure wash or chemical with high pressure wash based on the conditibn of outside environment and coil accessibility. Evaporator Coil Cleaning Proposer may be required to clean air handling unit evaporator coils so as to improve air circulation in the air distribution system, and reduce dust and dirt that is in the system. Coils will be cleaned at a time that is mutually agreeable between the proposer and the City Representative. Coil cleaning consists of cleaning the surface of the evaporator coil to remove dust and dirt particles that have collected on the evaporator coil. Coils will be cleaned using a vacuum cleaner and/or other devices that facilitate the proper cleaning of the coil. Refrigerant Oil Analysis as Required Proposer may be required to perform Spectro-Chemical Refrigerant O it Analysis and trend oil condition that identifies contaminants and possible system malfunctions caused by wear of moving parts, such as bearings and shafts. This predictive wear analysis provides early identification of problems prior to them becoming unplanned and costly. Based on the oil analysis results, proposer will recommend when oil changes are needed, and may make other recommendations regarding the operation and maintenance of your chiller plant. This service reduces the amount of waste oil generated. Cooling Tower Drain & Refill as Required Proposer may be required to remove the condenser water from HVAC systems after the cooling season to prevent possible damage and expensive repairs caused by water freezing during winter months, and refill the system prior to spring start-up. The equipment included under this service Is itemized in the HVAC Equipment List. Operating Inspection as Required Proposer may be required to provide this serAceto assure thatmechanical equipment continues to operate efficiently with minimal operating disruptions during the operating season. Proposer may be required to provide routine operating inspection(s) to check system performance in accordance with a program of standard routines as determined by our experience, the equipment manufacturer's published recommendations, equipment application, and location. This service will focus on equipment operation, fluid levels, operating and safety controls, and safe equipment operation. Operating Inspection,— Heating as Required The proposer may be required to provide this service to assure mechanical equipment continues to operate efficiently, safely and with minimal operating disruptions during the operating season. The City Representative will provide routine operating inspection(s) to check system performance In accordance with a program of standard routines as determined by our experience, the equipment manufacturer's published recommendations, equipment application, and location. This servicewill focus on equipment operation, fluid levels, operating and safety controls, and safe equipment operation. Operating Inspection —Cooling as Required This service may be required to assure mechanical equipment continues to operate efficiently, safely and with have minimal operating disruptions during the operating season. Proposerwill provide routine operating Inspection(s) to check system performance in accordance with a program of standard routines as recommended by the equipment manufacturer's published recommendations, equipment application, and location. This servicewill focus on equipment operation, fluid levels, operating and safety controls, and safe equipment operation. Equipment Tasking as Required The following tasks may be requested on an as needed basis. These tasks are designed to maintain the equipment in an optimum operating condition so that the equipment will operate reliably and efficiently. Reciprocating Compressors: 1. Perform annual Spectro-Chemical oil analysis test. 2. Preventive maintenance shall be performed as required. 3. Lock -out and Tag -out equipment as required. 4. Check all electrical wiring and connections and tighten as required. 5. Check starter contactor surfaces for wear as required. 6. Visually leak check compressor and associated refrigerant piping as required. 7. Clean exterior of compressor as required. B. Check operation of crankcase heater as required. 9. Meg -ohm motor from starter and record as required. 10, Check and calibrate all safety and cut-out devices as required. 11. Check and adjust compressor capacity controls as required. 12. Check, calibrate and adjust all operational controls as required. Exhaust Fans: 1. Preventative Maintenance as required. 2. Lock -out and Tag -out equipment as required. 3. Check all electrical wiring and connections and tighten as required. 4. Check all motor starter contactor surfaces for wear as required. 5. Clean starter and electrical control enclosures as required. 6. Lubricate motor bearings and fan bearings as required. 7. Check exhaust fan belts for wear, replace as required. 8. Check belt tension and sheave alignment and adjust as required, 9. Inspect exhaust fan unit assembly as required. 10. Check all mounting hardware and tighten as required. Pneumatic Air Compressor: 1, Inspect unit, check for rust spots, oil leaks & general condition of unit as required. 2. Drain tank, check auto drain as required. 3. Check belt, adjust tension & sheave alignments, and replace belt as required. 4. Meg -ohm and record, as required. 5. Check starter wiring & contacts as required. 6. Check motor amperage & voltage as required. 7. Check intake atrfilter, replace as required. Air Handlers: 1. Provide four (4) quarterly inspections and maintenance for (21) Air Handlers 2, Preventive maintenance as required, 3. Lock -out and Tag -out equipment as required. 4. Check starter contacts for excessive wear as needed. 5. Tighten all starter wire connections as required. 6. Check belts, adjust or replace as needed. 7. Check pulley sheave alignment, adjust as required. 8. Meg -Ohm motor and record annually, 9. Check fan motor(s) amps. 9. Clean and lubricate unit motor bearings and fan bearings. 10. Check operation of economy dampers. 11. Lubricate all dampers and linkages as necessary. 12. Check operation of static vane (if applicable) 13. Visually check all coils for leaks (Annually) 14. Check and record all coil delta T (Annually) 15. Inspect all mounting hardware, tighten as needed. Multi -zone Air Handlers: 911 Dispatch Area 1. Provide annual Preventive Maintenance Inspection on two (2) York Air Handlers. 2. Preventive maintenance as required. 3. Lock -out and Tag -out equipment as required. 4. Check fan motor amps as required. 5. Clean and lubricate components as required. 6. Check operation of economy dampers as required. 7. Check operation of static vane or dampers as required. 8. Check operation of zone dampers as required. 9. Check and adjust operating and safety controls as required. Package Chiller: 1. Lock -out and Tag -out equipment as required. 2. Check condenser! Barrel tubes as required. 3. Check Chiller barrel tube as required. 4. Check and record unit amp draw as required. 5. Check unit Voltage and Record as required. 6. Check unit pressures and record as required. Chiller with Reciprocating Compressors: 1. Provide annual vibration analysis for two (2) York Chillers. 2. Provide annual leak test for two (2) York Chillers. 3. Provide four (4) quarterly inspections and maintenance for two (2) York Chillers. 4. Provide chiller controls coolant for two (2) York Chillers 3. Visually inspect equipment condition and operation as required. 4. Check for unusual vibration, noise, excessive temperatures & refrigerant leaks as required. 5. Check unit voltage and record as required. 6. Check unit operate and records as required. 7. Check unit operating hours and record as required. 8. Check condenser pressure and record as required. 9. Check evaporator pressure and record as required. 10. Check oil sump sight glass as required, 11. Record chilled water inlet temperature. 12. Record chilled water outlet temperature as required. 13. Check condenser water inlet as required. 14. Check condenser water outlet temperature as required. 15. Check compressor starter contacts for abnormal wear as required. Variable Frequency Drive: 1. Check unit operation quarterly as required. 2. Check fault history report as required. 3. Check operation of manual bypass as required. 4. Verify drive signal increase and decrease as required. 5. Check and tighten all electrical connections as required 6. Check starter contacts for wear as required. Computer Room Air Conditioning Units: 1. Check all electrical wiring and connection as required. 2. Check and replace filters as required. 3. Check all electrical wiring and connections; tighten as required. 4. Check starter contactor surfaces for wear as required. 5. Check compressor amps and record as required. 6. Check sight glass for moisture level as required. 7. Check operation of crankcase heater as required. 8. Lubricate condenser fan motor and fan bearings as required. 9. Check condition. of condenser coil, clean as required. 10. Check belts for wear, replace as required. 11. Check and adjust compressor capacity controls as required. 12. Lubricate indoor fan motor and bearings as required. 13. Check humidifier for proper operation as required. Boilers: 1. Provide annual Preventive Maintenance Inspection on two (2) Bryan Boilers. 2. Provide annual Preventive Maintenance Inspection on four (4) Hot Water Boilers. 3. Check boilers for proper operation as required. 4. Check and use boiler viewport to check main burner flame as required. 5. Turn off and secure boiler as required. 6. Check boilers for any unusual noise or vibration as required. 7. Inspect gaskets for any signs of leaks as required. B. Examine the venting system as required. 9. Remove and I or inspect gas pilot assembly, reinstall in accordance according to factory specifications and tolerances. 10. Check boiler circulating pumps for proper operation and lubricate as required. 11. Check flame safeguard control for pilot and main flame Ignition as required. 12. Check operation of blower motor and circuitry as required. 13. Check operation of gas valves and vents as required. 14. Inspect and tighten all electrical connections as required 15. Check and adjust all boiler limit pressure controls and running interlocks as required. 16. Check operation and adjust low water controls as required. 17. Check burner, pilot and main flame ignition as required. 18. Check and oil combustion air fan as required. 19. Check expansion tank and site glass as required 20. Check and record all entering and leaving water temperatures and pressures as required 21. The equipment room shall be left in the same clean condition as existed prior to start of the work. 22. Refer to equipment O&M manual for any maintenance clarifications. Cooling Tower: 1. Provide four (4) quarterly inspections and maintenance. 2. Preventive maintenance as required. 3. Lock -out and Tag -out equipment as required. 4. Check starter contacts for excessive wear as needed. 5. Tighten all starter wire connections. 6. Check gear reducer and couplings. 7. Meg -Ohm motor and VFD's. 8. Check fan balance and motor(s) amps. 9. Clean and lubricate unit motor bearings and fan blades. 10. Check operation of media and flow. 11. Lubricate all dampers and linkages as necessary. Chilled Water Pumps: 1. Check pump and motor operation. 2. Check fault history report as required. 3. Check and operate bypass valves. 4. Checks and verify strainers for optimum flow. 5. Check and tighten all electrical connections as required. 6. Check starter contacts for wear as required. 7. Check and record motor amp. 8. Lube and grease motor bearings as needed. Johnson Controls: 1. Inspect and repair NCU 1 to NCU 12 for optimum operations, 2. Inspect and repair as needed 21 air handler controls and 46 VFD. 3. Inspect all damper motors controls and set points. 4. Provide JCI parts as needed. B. Check and calibrate all safety and cut-out devices as required. 6. Check and adjust programming as required, 7. Inspect Energy Management System (EMS) data base and adjust as needed. Shooting Range: 1. Perform annual air balancing per requirements. 2. Perform inspection and maintenance as required. 3. Lock -out and Tag -out equipment as required. 4. Check fan motor amps as required. 5. Clean and lubricate components as required. 6. Check operation of economy dampers as required. 7. Check operation of static vane or dampers as required. 8. Check operation of zone dampers as required, 9. Check and adjust operating and safety controls as required. Freezers and/or Refrigerators: 1. Check all operation, electrical, condensers, evaporators and refrigeration. 2. Check starter contactor surfaces for wear as required. 3. Check compressor amps and record as required. 4. Check sight glass for moisture level as required. 5. Check operation of crankcase heater as required. 6. Lubricate condenser fan motor and fan bearings as required. 7. Check condition of condenser coils, clean as required. 8. Check belts for wear, replace as required. 9. Check and adjust compressor capacity controls as required. 10. Lubricate indoor fan motor and bearings as required. HVAC SERVICES — Pneumatic Applies to Police Headquarters Facility Only Preventive Maintenance as Required Proposer may be required to provide preventative maintenance on Pneumatic Air Compressors that responds to changes in mechanical component performance, building use, and climatic conditions. Service shall be in accordance with a program of standards as recommended by equipment manufacturers' recommendations. HVAC SERVICES - Water Treatment Applies to Police Headquarters Facility On Water Treatment Services as Required Proposer may be required to provide Industrial water treatment to identify four main problem areas: scaling, corrosion, microbiological activity and disposal of residual wastewater. Water treatment services will extend equipment life, provide operational efficiency, minimize downtime and control water born disease such as Legionnaires' disease. HVAC SERVICES - Infrared Service Apglies to Police Headquarters Facility Only Infrared Electric Panel Inspection as Required The infrared inspection may be requested as it is an important form of non-destructive testing that has become an indispensable predictive maintenance tool for electrical service panels. It shall be performed with a portable infrared imaging system; equipment that detects infrared energy (heat) emitted from an object and displays it as a dynamic thermal image, Using the IEEE/ANSI Standard, this Inspection aids in the evaluation of component temperatures. Proposer may be required to perform a biennial Infrared scan of main electrical panel%,i A detailed report will be provided upon completion of onsite scan, ENERGY SERVICES AppUes to Police Headquarters Facility Only . Energy Optimization Services As Required Proposer may be required to perform a benchmark analysis that compares a building's energy performance against industry -recognized benchmarks and provides facility owners and operators with an objective assessment of facility performance and a valuable starting point to identify and quantify the value of energy conservation efforts. Through the Benchmark Report, Proposer will create an energy baseline and obtain, if applicable, an ENERGY STAR Performance Rating utilizing Energy Star Portfolio Manager to generate a Statement'of Energy Performance. This. rating compares our building's performance against buildings of similar type and operating characteristics in similar climate zones. This report will provide key data points in addition to an ENERGY STAR Performance Rating Including Energy Usage Intensity. (EUI), Energy Cost Intensity (ECI), and the facility's Greenhouse Gas Emissions. In addition, Proposer may be required to conduct a detailed analysis of facility interval meter data, when available from site metering and/or the utility provider. This enables us to gain further insight into facility performance, and provide a snapshot report to help.undersfand performance and pinpoint areas for operational efficiency. Based on current energy consumption and prices, Proposer energy analysis will suggest potential improvement mek0res and quantify the. impact on energy usage, cost savings and GHG reductions. Technology and Energy Audits APolles to Police Headquarters Facility Only Proposer may be required to review designated HVAC systems, evaluating the current use of our HVAC Systems and what may have been changed or been modified in our daily facility operation that impacts the effectiveness of the system. Proposer may review applicable building control technologies, suggest possible new strategies or technologies that could be implemented to enhance our current system, and consider what changes, enhancements and/or upgrades should be made to facilitate our future plans. In addition, recommendations should be made about adding and/or modifying applications, sensors, points panels and/or software where needed to improve building operation and performance. Proposer may interface with the local utility provider to determine possible incentives and rebates. Once the review is completed, a written report of the findings and recommendations may be requested. HVAC EQUIPMENT LIST POLICE DEPARTMENT HEADQUARTERS (Maintenance & Repairs for this facility) 60 Civic Center Plaza Air handlers: 21 Gravity Roof Vents: 15 Small recirculating pumps: 16 Chillers: 2 reducer York Model YTHIJ3E2CRG Building Boilers: 2 Exhaust fans: 52 Large water pumps: 24 Cooling towers: 2 Marley Twin w/20HP Motor & gear Water booster system pumps: 3 A/C units: 8 Bryan Model RV450-W-FDG-WXL 3,600,000 MGH (1995) Water heater boilers: 4 (Evidence) 2 - Model 1250 N 600 ATP-PVI 1.,000,000 BTU/HR 2 - Model 1500 N 1500 ATP-PVI 1,200,000 BTU/HR IT Server Room - Air Conditioning Units 1 -- Liebert - Model VEZ45A-AAM Ser: 307193-001 Kitchen) 1 — Liebert—Model CDF308LA Remote Condenser Ser: 94009100 2 — DateAfre — Model DTWV-0532 A/C Units 911 Dispatch Center 1 — York Air Handler Model D2CE240E03646ECC with two (2) compressors and heating Large Walk-in Freezers: 6 3 - Model LAHA-032E-TAD-100 3 - Kolpak AE66280B (Jail Kitchen) Large Refrigerators: 4 1 - Model K55HIJZF (Evidence) 3 - Kolpak Cold Zone (Jail Variable Frequency Drives: 46 NOTE: York Rotary Chiller YSCBCAS1-CHA was decommissioned and does not require any attention. Repairs as needed —for these facilities -Time & Materials Only CITY HALL 20 Civic Center Plaza Air Handier #11 — 8th Floor Air Handier #10 — 7th Floor Air Handler #09 — 6th Floor Air Handler #08 — 5th Floor Air Handler #07 — 4th Floor Air Handler #06 — 3rd Floor Air Handler #04 — 2nd Floor Air Handler #01 —1 st Floor Air Handler #02 —1st Floor Mezzanine Air Handler #05 — Council Chambers Air Handlers — Basement Data Rooms 1 & 2 Chilled Water Pump #1 Chilled Water Pump #2 ROSS ANNEX Trane box car units: 3 Ajax Boller:1 Split Systems: 4 CENTRAL LIBRARY 26 Civic Center Plaza Cond #1 Cond #2 Fluid cooler for Liebert Exhaust unit Chiller - AVM Condenser Restroom exhaust Fluid cooler for Data Center Exhaust Air Compressor #1 Air Compressor #2 Hot Water Pump Flash Tank Roof Exhaust Units (3) Hot Water Pump: 1 Exhaust Fan Air Handler #01 —Basement Chilled Water Pump - basement Air Handler #02 — Basement Hot Water Pump - basement Air Handler #03 —1 st Floor Children's Area Rooftop exhaust units Basement exhaust CORPORATION YARD - ADMIN 220 Daisy St. 50-Ton Rooftop HVAC: 1 5-Ton Rooftop HVAC: 2 Hot Water Pumps: 2 FLEET OPERATIONS 215 Center St. 10-Ton Ice Bear: 1 Exhaust Fans STORES WAREHOUSE 10-Ton Package Units: 2 Exhaust Fans: 4 NEWHOPE LIBRARY 122 Newhope Street 30-Ton Carrier Package Unit: 1 Split System MCFADDEN LEARNING CENTER 2627 W. McFadden Ave. 15-Ton Trane Package Units: 2 Split System SANTA AAITA CENTER 300 S. Figueroa St. 3-Ton Carrier Package Unit: 1 Split System SANTA ANA SENIOR CENTER 424 W. Third St. 35-Ton Package Unit: 1 Roof Top Unit SOUTHWEST SENIOR CENTER 2201 W. McFadden Ave. 4-Ton Package Units: 6 Split System RAPAC Boller: 1 Return Fan Split Systems: 6 Supply Fans: 4 3-Ton Package Units: 3 CORBIN CENTER 2215 W. McFadden Ave. 2-Ton Package Units: 5 5-Ton Package Units: 2 Split System JEROME CENTER 726 S. Center St. 4-Ton Package Units: 5 Split System EL SALVADOR CENTER 1825 W. Civic Center Dr. 3-Ton Package Units: 7 4-Ton Package Units: 2 1-Ton Package Unit: 1 Split System SANTA ANA REGIONAL TRANSPORTATION CENTER 1000 W. Santa Ana Blvd. 157-Ton Chiller Unit: 1 Chiller Air Handlers: 57 GRAND CENTRAL ART CENTER 125 N. Broadway 100-Ton Chiller Unit: 1 Chiller Air Handlers: 55 EXHIBIT B Page 10 of 10 EXHIBIT J CITY OF SANTA ANA REQUEST FOR PROPOSALS 20.134 FOR FACILITY HVAC SERVICE, MAINTENANCE AND REPAIRS AT VARIOUS CITY FACILITIES RFP PROPOSAL PRICING LIST POLICE FACILITY — 00 Civic Center Plaza Provide Maintenance & Repair Services: Per Scope of Specific Services (Pages 12-18) and .HVAC Equipment List (Pages 18-20)........................................Annual Cast $ 49,327.00 Time and Materiais Only, For work performed during regular business hours (Mon.Frl 7:00am to 5:00pm) Regular Technician ...................................... 148.00 /hr Journeyman Chiller Mechanic ...................... $ 180.00 /hr Apprentice Chiller Mechanic ........................ 148.00 /hr Sheet Metal Fabricator ................................ 162.00 /hr Balancing Technician ................................... $ 162.00 AIr Materials Markup Percentage Base price source: (MSRP, Wholesale, dealer, Jobber) % 10 Wholesale / Dealer Company Name: ABM Building Solutions, LLC COMMENTS OR EXCEPTIONS: THIS FORM MUST BE COMPLETED AND INCLUDED WITH SHE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE Facilities HVAC Service, Maintenance and Repairs 20.134 Page 39 Digitally signed by To Pierson Tori Pierson Date: 2021.12.21 11:50:41-08'00' Page 1 of 2 AC & CERTIFICATE OF LIABILITY INSURANCE DATE(M12/15/2021 /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 Willis Towers Watson Southeast, Inc. c/o 26 Century Blvd P.O. Box 305191 CONTACT Willis Towers Watson Certificate Center NAME: PHONE 1-877-945-7378 FAX 1-888-467-2378 AIC No Ext : AIC, No): E-MAIL certificates@willis.com ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# Nashville, TN 372305191 USA INSURER A: ACE American Insurance Company 22667 INSURED ABM Building Solutions, LLC an ABM Industries Incorporated Company INSURER B : ACE Property & Casualty Insurance Company 20699 INSURER C : Berkley Assurance Company 39462 INSURER D 4151 Ashford Dunwoody Road, Suite 600 Atlanta, GA 30319 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: W23122079 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. INSR LTR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER MM DDPOLICY IYYYY1 fMM/DDrYYYY1 LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 FN17] CLAIMS -MADE OCCUR DAMAGE PREM SESOEa occurrDence $ 2,000,000 X MED EXP (Any one person) $ Excluded A $1 , 000 , 000 SIR X XCU PERSONAL & ADV INJURY $ 2,000,000 XSL G72478605 11/01/2021 11/01/2022 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 6,000,000 POLICY ❑ PRO ❑ LOC JECT X PRODUCTS-COMP/OPAGG $ 2,000,000 $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 5,000,000 BODILY INJURY (Per person) $ X ANY AUTO A X OWNED SCHEDULED AUTOS ONLY AUTOS ISA H25540529 11/01/2021 11/01/2022 BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ NON -OWNED X HIRED IX AUTOS ONLY AUTOS ONLY B X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LAB CLAIMS -MADE XEU G27910865 007 11/01/2021 11/01/2022 DED X RETENTION $ 10,000 $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y I N ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? No (Mandatory in NH) NIA WCU C68912064 11/01/2021 11/01/2022 X PER OTH- STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ C Errors & Omission PCAB-5015664-0721 07/01/2021 07/01/2022 Per Claim $5,000,000 Aggregate $5,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) This Voids and Replaces Previously Issued Certificate Dated 12/13/2021 WITH ID: W23064567. Proof of Insurance SIR - Excess Workers Compensation: CA-$1,000,000 SIR CERTIFICATE HOLDER CANCELLATION City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana, CA 92701 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE �..RweAmD !¢F Y"'tka2dtG By: i,. © 1988-2016 ACORD C( ms"genwnrumialou= ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD SR ID: 21945823 BATCH: 2341729 AGENCY CUSTOMER ID: LOC #: ADDITIONAL REMARKS SCHEDULE AGENCY Willis Towers Watson Southeast, Inc. POLICY NUMBER See Page 1 CARRIER See Page 1 ADDITIONAL REMARKS NAMED INSURED ABM Building Solutions, LLC an ABM Industries Incorporated Company 4151 Ashford Dunwoody Road, Suite 600 Atlanta, GA 30319 NAIC CODE See Page 11 EFFECTIVE DATE: See Page 1 THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance OH WA OR IL MI- $500,000 SIR Worksite Location: Various facilities locations in Santa Ana Description of Job: Facilities HVAC Services, Maintenance and Repairs Contract #: A-2021-036-01 Page 2 of 2 City, its officers, employees, agents, and representatives are included as Additional Insureds as respects General Liability as required by written contract with the Named Insured. If required by the written contract or agreement with said Additional Insured, this insurance shall be primary insurance to any other insurance available to said insured covering the same loss. Such other insurance available to said Additional Insured shall be excess to and non-contributing to this insurance. ACORD 101 (2008/01) © 2008 ACORD The ACORD name and logo are registered marks of ACORD SR ID: 21945823 BATCH: 2341729 CERT: W23122079 BLANKET ADDITIONAL INSURED Named Insured ABM Industries Incorporated Endorsement Number 26 Policy Symbol Policy Number Policy Period Effective Date of Endorsement XSL �G72478605 11 /01 /2021 To 11 /01 /2022 Issued By (Name of Insurance Company) ACE American Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THIS ENDORSEMENT MODIFIES INSURANCE PROVIDED UNDER THE FOLLOWING: EXCESS COMMERCIAL GENERAL LIABILITY POLICY Any person or organization whom you have agreed to include as an additional insured in a written contract is included as an additional insured under this policy, but only to the extent required by and in accordance with the terms of such written contract executed prior to loss, provided that written contract does not specify an ISO endorsement or other specific wording, and only with respect to liability for "bodily injury", "property damage", or "personal and advertising injury" arising out of your ongoing or completed operations. MS-309963.2 (11/20) ©Chubb. 2016. All rights reserved. C. NON-CONTRIBUTORY ENDORSEMENT FOR ADDITIONAL INSUREDS Named Insured Endorsement Number ABM Industries Incorporated 8 Policy Symbol Policy Number Policy Period Effective Date of Endorsement XSL G72478605 11 /01 /2021 to 11 /01 /2022 Issued By (Name of Insurance Company) ACE American Insurance Company Insert the policy number. The remainder of the information is to be completed only when this endorsement is issued subsequent to the preparation of the policy. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: EXCESS COMMERCIAL GENERAL LIABILITY POLICY Schedule Organization Additional Insured Endorsement Any additional insured with whom you have agreed to provide such non-contributory insurance, pursuant to and as required under a written contract executed prior to the date of loss. (If no information is filled in, the schedule shall read: All persons or entities added as additional insureds through an endorsement with the term `Additional Insured" in the title) For organizations that are listed in the Schedule above that are also an Additional Insured under an endorsement attached to this policy, the following is added to Section IVA: If other insurance is available to an insured we cover under any of the endorsements listed or described above (the "Additional Insured") for a loss we cover under this policy, this insurance will apply to such loss and is primary (subject to satisfaction of the "retained limit"), meaning that we will not seek contribution from the other insurance available to the Additional Insured. Your "retained limit" still applies to such loss, and we will only pay the Additional Insured for the "ultimate net loss" in excess of the "retained limit" shown in the Declarations of this policy. Authorized Representative r RwexED & APPrr By: XS-20288a (05/14) ©Chubb. 2016. All rights reserved. 2isl(W mgenr itQefiafAide WILLIS TOWERS WATSON CANCELLATION NOTICE NAMED INSURED ABM Building Solutions, LLC POLICY NO. All policies listed on the enclosed certificate EFFECTIVE DATE SEE PAGE 1 Holder Name: City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana, CA 92701 Project: See Page 1 Cancellation Terms: IN ADDITION TO THE NOTICE PROVISIONS IN THE POLICY, WILLIS TOWERS WATSON HAS AGREED WITH THE CARRIER THAT SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, WILLIS TOWERS WATSON WILL SEND WRITTEN NOTICE TO THE CERTIFICATE HOLDER WITHIN 30 DAYS EXCEPT FOR NONPAYMENT OF PREMIUM. WILLIS TOWERS WATSON WILL MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED. Cancellation Terms Apply to the Following Coverages: All policies listed on the enclosed certificate Willis 102 Francine R. ���°'9'a a IareaI \/illaraal Date: 2021.11.0816a9:56 Page 1 of 2 AOC"RaCERTIFICATE OF LIABILITY INSURANCE ,.., DATE(M6/2021 10/2/2021i 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 Willis Towers Watson Southeast, Inc. c/o 26 Century Blvd P.O. Box 305191 CONTACT Willis Towers Watson Certificate Center NAME: PHONE 1-877-945-7378 FAX 1-888-467-2378 AIC No Ext : AIC, No): E-MAIL certificates@willis.com ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# Nashville, TN 372305191 USA INSURER A: ACE American Insurance Company 22667 INSURED ABM Building Solutions, LLC INSURER B : ACE Property & Casualty Insurance Company 20699 an ABM Industries Incorporated Company INSURER C INSURER D : 4151 Ashford Dunwoody Road, Suite 600 Atlanta, GA 30319 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: W22564322 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. INSR LTR OF INSURANCE ADDLTYPE INSD WVDUBR POLICY NUMBER MM DDPOLICY IYYYYI iMM/DDfYYYYI LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 FNITI CLAIMS -MADE OCCUR DAMAGE TO PREM SES ( a occur ence $ 2,000,000 X MED EXP (Any one person) $ Excluded A $1 , 000 , 000 SIR X XCU PERSONAL & ADV INJURY $ 2,000,000 XSL G72478605 11/01/2021 11/01/2022 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 6,000,000 POLICY ❑ PRO ❑ LOC JECT X PRODUCTS-COMP/OP AGG $ 2,000,000 $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 5,000,000 BODILY INJURY (Per person) $ X ANY AUTO A X OWNED SCHEDULED AUTOS ONLY AUTOS ISA H25540529 11/01/2021 11/01/2022 BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ NON -OWNED X HIRED IX AUTOS ONLY AUTOS ONLY B X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LAB CLAIMS -MADE XEU G27910865 007 11/01/2021 11/01/2022 DED X RETENTION $ 10,000 $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? No (Mandatory in NH) NIA WCU C68912064 11/O1/2021 11/O1/2022 X PER OTH- STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Proof of Insurance SIR - Excess Workers Compensation: CA-$1,000,000 SIR OH WA OR IL MI- $500,000 SIR CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana Risk Management Division AUTHORIZED REPRESENTATIVE 20 Civic Center Plaza, 4th Floor Ri& jaiMisjpn Santa Ana, CA 92701 ; REVIEWED & APPROVED BY.- © 1988-2016 ACORD C z m ; ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD ��y Risk Management Analyst SR ID: 21748325 BATCH: 2285510 AGENCY CUSTOMER ID: LOC #: ACCOR 0 ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY NAMED INSURED Willis Towers Watson Southeast, Inc. ABM Building Solutions, LLC an ABM Industries Incorporated Company POLICY NUMBER 4151 Ashford Dunwoody Road, Suite 600 See Page 1 Atlanta, GA 30319 CARRIER NAIC CODE See Page 1 See Page 1 EFFECTIVE DATE: See Page 1 ADDITIONAL REMARKS BLANKET ADDITIONAL INSURED Named Insured ABM Industries Incorporated Endorsement Number 26 Policy Symbol Policy Number Policy Period Effective Date of Endorsement XSL �G72478605 11 /01 /2021 To 11 /01 /2022 Issued By (Name of Insurance Company) ACE American Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THIS ENDORSEMENT MODIFIES INSURANCE PROVIDED UNDER THE FOLLOWING: EXCESS COMMERCIAL GENERAL LIABILITY POLICY Any person or organization whom you have agreed to include as an additional insured in a written contract is included as an additional insured under this policy, but only to the extent required by and in accordance with the terms of such written contract executed prior to loss, provided that written contract does not specify an ISO endorsement or other specific wording, and only with respect to liability for "bodily injury", "property damage", or "personal and advertising injury" arising out of your ongoing or completed operations. MS-309963.2 (11/20) ©Chubb. 2016. All rights reserved. o NSF Risk Division z REVIEWED & APPROVED BY.- -��" Risk Management Analyst C. NON-CONTRIBUTORY ENDORSEMENT FOR ADDITIONAL INSUREDS Named Insured Endorsement Number ABM Industries Incorporated 8 Policy Symbol Policy Number Policy Period Effective Date of Endorsement XSL G72478605 11 /01 /2021 to 11 /01 /2022 Issued By (Name of Insurance Company) ACE American Insurance Company Insert the policy number. The remainder of the information is to be completed only when this endorsement is issued subsequent to the preparation of the policy. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: EXCESS COMMERCIAL GENERAL LIABILITY POLICY Schedule Organization Additional Insured Endorsement Any additional insured with whom you have agreed to provide such non-contributory insurance, pursuant to and as required under a written contract executed prior to the date of loss. (If no information is filled in, the schedule shall read. All persons or entities added as additional insureds through an endorsement with the term `Additional Insured" in the title) For organizations that are listed in the Schedule above that are also an Additional Insured under an endorsement attached to this policy, the following is added to Section IVA: If other insurance is available to an insured we cover under any of the endorsements listed or described above (the "Additional Insured") for a loss we cover under this policy, this insurance will apply to such loss and is primary (subject to satisfaction of the "retained limit"), meaning that we will not seek contribution from the other insurance available to the Additional Insured. Your "retained limit" still applies to such loss, and we will only pay the Additional Insured for the "ultimate net loss" in excess of the "retained limit" shown in the Declarations of this policy. Authorized Representative o NSF RAMmaganadDiMsiun (REVIEWED & APPROVED BY.- XS-20288a (05/14) ©Chubb. 2016. All rights reserved. —��" Risk Management Analyst WILLIS TOWERS WATSON CANCELLATION NOTICE NAMED INSURED ABM Building Solutions, LLC POLICY NO. All policies listed on the enclosed certificate EFFECTIVE DATE SEE PAGE 1 Holder Name: City of Santa Ana Risk Management Division 20 Civic Center Plaza, 4th Floor Santa Ana, CA 92701 Project: See Page 1 Cancellation Terms: IN ADDITION TO THE NOTICE PROVISIONS IN THE POLICY, WILLIS TOWERS WATSON HAS AGREED WITH THE CARRIER THAT SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, WILLIS TOWERS WATSON WILL SEND WRITTEN NOTICE TO THE CERTIFICATE HOLDER WITHIN 30 DAYS EXCEPT FOR NONPAYMENT OF PREMIUM. WILLIS TOWERS WATSON WILL MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED. Cancellation Terms Apply to the Following Coverages: All policies listed on the enclosed certificate Willis 102 o NSF Risk MwagmerdDMsiun z REVIEWED & APPROVED BY.- -��" Risk Management Analyst