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HomeMy WebLinkAboutSIEMENS BUILDING TECH 1 -2003 " , City of Santa Ana Clerk of the Council COTC Office Use Only AGREEMENT TERMINATION FORM Please complete this form in its entirety when the attached agreement and all amendments (if any) are no longer in effect. Note: If your agreement is grant related, please ensure that all grant retention requirements have been satisfied prior to signing the termination form. Is the agreement(s)a permanent record?Yes No)( Return form to the Clerk of the Council Office (M-30). Call 647-1520 if you have any questions. The agreement with (YIN' wen au' 7 /ii / u'es Ali HeQgte No. A — 3 -t 22 was completed on ,' /!l / and final payment has been wide. p (List all amendments. Use space be if-needed. ! a1H belie/WA aCrO (Aaer 2063-622- eilea tV a 3 "003' 3/ ar'tment: l��A , IcatiA . M t'n/we* '-.2 3 -6 22 -01 Phone/Ext.: 0.97 fOA- eq3b —fib Signature: ' -�-• i Date: 41;0/ Revised: 10-18-16 A-2053-022 AGREEMENT FOR THE PURCHASE, INSTALLATION AND MAINTENANCE OF ENERGY CONSERVATION MEASURES This Performance Service Agreement (the "Agreement") is made and entered into on this, the ,3 of February, 2003, by and between Siemens Building Technologies, Inc., a Delaware Corporation, with offices at 10775 Business Center Drive, Cypress, CA 90630 (herein "Contractor"), and City of Santa Ana a charter city and municipal corporation duly organized and existing under the Constitution and laws of the State of California, 20 Civic Center Plaza, Santa Aha, CA 92702 (herein "Customer"), collectively, ("Parties"). RECITALS A. The City cotmcil declares its intention of reducing energy consumption within the City. The City desires to retain a Contractor having special skill and knowledge in the field of furnishing, installing and maintaining energy conservation measures to minimize energy consumption in City buildings. C. Contractor represents that Contractor is able and willing to provide such services to the City. Contractor represents that it has conducted energy efficiency test of City facilities, utilizing best practice techniques available for verifying the results of energy efficiency, to determine the energy savings that City will recognize as a result of implementing recommended energy efficiency measures. Contractor represents that it has complied with all City and State laws and regulations including but not limited to all applicable City contract bid requirements and prevailing wage requirements. 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 consulting 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: Section 1. DEFINITIONS The following definitions shall apply to this Agreement unless otherwise defined herein: Acceptance means the Customer has signed the Certificate of Substantial Completion. Acceptance Date means the date on which the Customer signs the Certificate of Substantial Completion. Annual Performance Guaranteed Periods means the periods of time beginning with the first day of each month following the Acceptance Date and continuing for one (1) year periods during the term of the contract. Annual Project Costs means all costs incurred by Customer in one year relating to this Agreement. Actual Annual Savings means the measured amount of cash and energy savings Customer recognizes in one year as a result of Facility Improvement Measures and designated Operational Savings. The calculations to arrive at the Actual Annual Savings are set forth in Exhibit D attached hereto and incorporated herein by reference. Annual Guarantee means that the cash savings Customer will realize as a result of the Facility Improvement Measures shall be an amount equal to the cost of the annual Debt Service plus the cost of the Technical Support Program. If the amount is lower, there is a shortfall. Said Guarantee is set forth in Exhibit B attached hereto and incorporated herein by reference. Commencement Date means the effective date of this Agreement. Construction Period means the period from the Commencement Date of this Agreement to the Acceptance Date. Construction Period Savings means the projected amount of cash savings Customer recognizes as a result of Facility Improvements Measures and designated Operational Savings during the Construction Period. Escalation Factor means an annual escalation percentage to be applied to the previous years Energy Savings, Operational Savings and Technical Service Agreement, as set forth in Exhibit D. Facilities means those buildings as set forth in Exhibit A Scope of Services, attached hereto and incorporated herein by reference. Facility Improvement Measures (FIM") means various items of equipment, devices, materials and/or software as installed by Contractor at the Facilities, or as repaired or replaced by Customer hereunder, for the purpose of improving the efficiency of utility consumption, or otherwise to reduce utility costs of the Facilities as set forth in Exhibit A. Operational Savings or Designated Savings means cash savings realized by the Customer as a result of the implementation of the FIM's. Said amounts have been mutually agreed upon by Contractor and the Customer. The Operational Savings for each annual period are set forth in Exhibit D. Projected Annual Savings means the amount of cash and energy savings Customer is projected to recognize in one year as a result of designed engineering services Facility Improvement Measures and designated Operational Savings. The calculations to arrive at the Projected Annual Savings have been conducted utilizing best practice techniques available for verifying the results of energy efficiency. Shortfall means if the Actual Annual Savings results in an amount less than the Customers Annual Debt Service Payment plus the cost of the Technical Support Program, there is Shortfall amount for that annual year. In the case of a Shortfall, Contractor shall reimburse to Customer the amount of the shortfall. Technical Support Program ("TSP") means services to be provided by Contractor to the Customer during the Performance Guarantee Period. Said services are fully set for the in Exhibit C attached hereto and incorporated herein by reference. Scope of Work means the implementation of the F1M's to be performed as fully set forth in Exhibit A. Section 2. SCOPE OF SERVICES A. Contractor's Responsibilities: 1. Contractor agrees to install, maintain and guarantee certain energy Facility Improvement Measures ("FIM's") as fully set forth in Exhibit A, Scope of Work, and Attachment 1 of Exhibit A, Special Provisions, attached hereto and incorporated herein by reference. 2. Contractor guarantees that the Actual Annual Savings will be at a minimum equal to the Customers Debt Service payment plus the cost of the TSP. Details of said guarantee are fully set forth in Exhibit B attached hereto and incorporated herein by reference. 3. Contractor agrees to provide a Technical Support Program in order to maintain FIM's. Details of said Technical Support Project are fully set forth in Exhibit C attached hereto and incorporated herein by reference. 4. Contractor shall designate a person to be known as the Contractor Representative to act as a single point of contact on behalf of Contractor with respect to all matters under this Agreement. Contractor Representative will become familiar with the progress and quality of the completed work as set forth in this Agreement.\ 5. Contractor shall be responsible for the maintenance of all energy management automation equipment installed pursuant to this Agreement. 6. Contractor shall comply with all light and temperature level modifications as outlined in the spreadsheet attached hereto. 6. Contractor shall comply with all City, State and Federal laws related to waste disposal, including disposal of fluorescent lights, ballast with PCB and regular ballast. Contractor shall provide disposal manifest as requested. Details of Trash disposal requirements are fully set forth in Exhibit L attached hereto and incorporated herein by reference. 3 B. Customer Responsibilities: 1. Customer shall designate a Customer Representative as the point of contact to interact with Contractor regarding to the Scope of Work. 2. Customer shall furnish Contractor with blueprints, surveys, legal descriptions of the site, and other information regarding the Facilities as Contractor may reasonably request in order to complete Scope of Work and maintain the Guarantee provided said documents are readily available to Customer. These shall not become the property of Contractor and shall be returned to Customer, unless otherwise requested by Contractor, in which case Contractor shall bear the cost of all blueprints and copies necessary to perform the Scope of Work in this Agreement. 3. Customer shall within ten (10) business days, respond to samples or documents submitted by Contractor to the Customer for review and approval under this Agreement. 4. Customer shall provide reasonable access to City facilities in order to accomplish the Scope of Work. 5. Customer shall operate equipment according to the manufacturer's recommendations. 6. Customer shall notify Contractor in writing of any City policies that may affects the Scope of Work. 7. Customer shall notify Contractor of any unusual operating conditions. 8. Customer shall remove, replace or refinish buildings structures if required by Contractor to gain access to equipment. 9. Customer shall control and/or operate all equipment necessary to perform the services herein described as arranged with Contractor representative. 10. Customer shall properly dispose of used oil, filters, contaminated absorbents and contaminated refrigerants. 11. Customer shall provide and maintain a voice grade dial-up phone line for the purpose of remote access and install a terminal block in a mutually agreed upon location. Section 3. TERM. This Agreement shall commence on the date first written above and terminate on March 1, 2014, unless terminated earlier in accordance with the provisions as set forth below. Section 4. PAYMENT Total installation job costs for complete scope of work, including $35,000.00 feasibility study is $2,887,120.00. The Customer will make progress payments as provided below: Date Payment Amount Project Mobilization 30% $866,136.00 The Project Mobilization $1,732,272.00 Payment will revert to a Mutually Approved Schedule Invoiced on a Monthly Basis. Project Completion Total: $288,712.00 $2,887,120.00 Customer will retain 10% of total project cost until City signs the certificate of substantial completion. Contractor will invoice the Customer 5 days prior to the payment dates listed above for project mobilization, materials both on and off the Customer's property, and all work related to the FIM's. Payment is due on or before the payment due date. In the event Customer and Contractor do not agree on scope and/or quality, or acceptability, of the work completed, Customer may suspend payment and notify Contractor of failure to complete Scope of Work pursuant to this Agreement. Said non-payment will not constitute default. If the Customer becomes more than thirty (30) business days overdue on any progress payment Contractor may elect to suspend working. If work is suspended due to non- payment all guarantees are extended in an equal time period from the original or last extended invoice date. Section 4. FiNANCiNG This Agreement is contingent upon the funding of an Escrow Account in an amount equal to or greater than the Scope of Work. Contractor may waive the Escrow Account requirements contingent upon obtaining Contractor's credit approval. If the escrow account is not funded or the Customer has not obtained credit approval within forty-five (45) days from the execution of this Agreement, this Agreement shall be null and void. This forty-five (45) day period may be extended as mutually agreed upon in writing by both parties. In the event that the Agreement becomes null and void as described in the preceding paragraph and Customer authorized Contractor to proceed with Scope of Work, Customer shall be obligated to reimburse Contractor for the Scope of Work performed. Section 5. CERTIFICATE OF SUBSTANTIAL COMPLETION, ACCEPTANCE When Contractor believes that all, or an independent, definable phase, of the Scope of Work has been completed in accordance with the terms of this Agreement, Contractor will submit a Certificate of Substantial Completion to the Customer. If the Scope of Work substantially conforms to the description of said Scope of Work, the Customer will sign the Certificate of Substantial Completion and return it to Contractor. If the Scope of Work does not substantially conform, then the Customer Representative shall so notify Contractor within ten (10) business days of receipt the aforementioned certificate. Upon notification of the discrepancies the Contractor shall correct the discrepancies to conform with the Scope of Work and resubmit the Certificate of Substantial Completion to the Customer. Section 6. AUTHORITY AND AUTHORIZATION. Customer and Contractor each represent, warrant and covenant that each has done all things necessary to preserve and keep in full force and effect the existence of the Agreement; all requirements have been met and procedures have been followed to ensure the enforceability of the Agreement and there is not any pending, or to the best of Customer's knowledge, threatened, suits or actions, litigation or proceedings against or affecting Customer that affects the validity or enforceability of this Agreement. Section 7. WARRANTY. A. Contractor expressly warrants that all electronic ballast are free from defect and will operate for five years without failure provided said equipment is operated according to Contractor and manufacturer specifications. Contractor expressly warrants that all T 8 Ultra Fluorescent Lights are free from defect and will operate for three years without failure provided said equipment is operated according to Contractor and manufacturer specifications. Contractor expressly warrants that all air conditioning compressors are free from defect and will operate for five years without failure provided said equipment is operated according to Contractor and manufacturer specifications. B. Contractor wan'ants for one year from Acceptance Date, that all equipment manufactured by Contractor or nameplate shall be free from defects in material and workmanship which arise from normal use or service, provided the equipment is properly operated in accordance with Contractor's instructions. If any equipment should prove defective in this warranty, Contractor will at Contractor's option, repair, replace, or issue credit for any such item. For materials furnished but not manufactured by Contractor nor bearing Contractor's nameplate, Contractor will extend the same warranty Contractor received from the manufacturer. C. This express warranty is in lieu of and excludes all other warranties, guarantees, or representations, expressed, or implied including warranties ofmemhantability or of fitness for a particular purpose. D. Customers remedies with respect to express warranties shall be limited exclusively to the fight of repair, replacement or credit of such equipment. Section 8. LIMITATION OF WARRANTIES. Contractor has provided Customer with certain written limited warranties with respect to the FIM's in section 7 above. Except for such limited warranties in this Agreement, Contractor makes no warranty of any kind or nature, express or implied, relating to the FIM's or its performance or the installation and service thereof. No assignee(s) of the contractor to this agreement may make warranties of any kind or nature, express or implied, relating to the tim's or the performance or the installation and service thereof. THE FOREGOiNG IS THE SOLE AND EXCLUSIVE WARRANTY PROVIDED BY CONTRACTOR. CONTRACTOR EXPRESSLY DISCLAIMS THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE iN RELATION TO THIS AGREEMENT. Section 9. LIMITATION OF LIABILITY. Contractor shall indemnify and save harmless and defend the Customer, its employees or agents from any and all losses, claims and expenses for injury to persons or damage to property arising out of activities of Contractor while present upon the property of the Customer or otherwise arising under from Contractors performance of this Contract, except for such injury or damage as is caused by active negligence or willful misconduct by the Customer, its employees or agents. Section 10. FORCE MAJEURE. Except for any obligation to pay money under this Agreement, if either party shall be delayed in or prevented from the performance of any of the terms, covenants and conditions of this Agreement, by reason of restrictive governmental laws or regulations, riots, insurrections, war, sabotage, act of nature, or any other reason ora similar or dissimilar nature not the fault of the party delayed in or prevented from performance, then performance shall be excused for the period of the delay or prevention of performance and the time for performance shall be extended for an equivalent period not to exceed six (6) months otherwise this Agreement will be null and void and Contractor shall be reimbursed for all costs. Section 11. TITLE. Title to the FIM's implemented at Customer's facilities is deemed to be free and clear of any liens created by Contractor. Should it become necessary, at the request of the Customer, Contractor or its Assignee agrees to execute any appropriate documents submitted by the Customer to the Contractor or its Assignee evidencing such right, title and interest in the FIM's. Section 12. USE, REPAIRS. Customer, at its sole cost and expense, shall maintain the FIM's according to the manufacturers recommended guidelines or the equivalent and meet any and all re-certification requirements and shall furnish proof of such maintenance, if requested by Contractor. Customer shall furnish all needed servicing and parts, which parts shall become part of the FIM's. This section refers to standard manufacturers recommended mechanical equipment maintenance as is normally performed by Customer personnel on existing mechanical equipment, during regular business operations. Contractor shall be responsible for the maintenance of all energy management automation equipment installed pursuant to this Agreement. Section 13. 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 adding the Customer, its officer, agents, volunteers, and employees 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 $1,000,000 per occurrence. Contractor shall supply Customer with a Certificate of Insurance adding language substantially the form attached hereto as Exhibit E and incorporated herein by reference upon execution of this Agreement shall to be approved in form by the City Attorney. B. Business automobile liability insurance, or equivalent from, 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 provisions of Section 3300 of the 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 $1,000,000 per claim. E. The following requirements apply to the insurance to be provided by Contractor pursuant to this section: Contractor shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. Certificates of insurance shall be furnished to the Customer upon execution of this Agreement and shall be approved in from by the City Attorney. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior to written notice to the Customer. F. If Contractor fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the Customer with required proof that insurance has been procured and is in full force and paid for, the Customer shall have the right, at the Customer's election, to forthwith terminate this Agreement. Such termination shall not effect 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 Customer for any work performed prior to approval on insurance by the Customer. Section 14. EVENTS OF DEFAULT AND TERMiNATION. A. By Customer. The term "Event of Default", as used in this Agreement, means the occurrence of any one or more of the following events: 1. Customer fails to make any Contract Payment, or other related payment, as it becomes due in accordance with the terms of this Agreement. Customer's normal billing cycle provides for payment within 30 calendar days of receipt of invoice and any such failure to pay that continues for thirty (30) business days after the due date thereof shall be considered a default; 2. Customer becomes insolvent, is unable to pay its debts as they become due, makes an assignment for the benefit of creditors, applies or consents to the appointment of a receiver, trustee, conservator or liquidator of Customer or of all or a substantial part of its assets, petition for relief is filed by Customer under federal bankruptcy, insolvency or similar laws, or a petition in a proceeding under any bankruptcy, insolvency or similar law is filed against Customer and is not dismissed within thirty (30) calendar days thereafter. B. By Contractor. The term "Event of Default", as used in this Agreement, means the occurrence of any one or more of the following events: 1. The discovery by Customer that any statement, representation or warranty made by Contractor, legal, financial or otherwise, in this Agreement or in any document ever delivered by Contractor pursuant hereto or in connection herewith is false, misleading or erroneous in any material respect; or 2. Contractor becomes insolvent, is unable to pay its debts as they become due, makes an assignment for the benefit of creditors, applies or consents to the appointment of a receiver, trustee, conservator or liquidator of Contractor or of all or a substantial part of its assets, petition for relief is filed by Contractor under federal bankruptcy, insolvency or similar laws, or a petition in a proceeding under any bankruptcy, insolvency or similar laws is filed against Contractor and is not dismissed within thirty (30) calendar days thereafter. Section 15. REMEDIES. Upon the occurrence of an Event of Default, either party may, at its option, exercise any right, remedy, or privilege which may be available to it under applicable law, including the right to (i) proceed by appropriate Contractor's action to enforce the terms of this Agreement, or (ii) recover damages for the breach of this Agreement. In addition, the parties shall remain liable for all covenants and indemnities under this Agreement. Section 16. iNTELLECTUAL PROPERTY. No right, title or interest in or license to, any patents, trade secrets, copyrights, trademarks or other intellectual property of a party is granted or conveyed by either of the Parties to the other. Contractor agrees to defend, indemnify and hold harmless Customer from and against any claim, suit, demand or action alleging that the use or sale of the goods or services furnished by Contractor infringes a U.S. patent or copyright or trademarks or misappropriates any trade secret or violates any other intellectual property rights of any third party; provided however, that (i) Customer shall give Contractor immediate written notice of such action and all prior claims relating thereto; (ii) Customer shall fully cooperate with Contractor in the defense of such action and all negotiations for its settlement or compromise. If a temporary or final injunction is obtained against Customer's use of the System or any component thereof by reason of an infringement of a U.S. patent, copyright, trademarks, trade secrets or other intellectual property rights, Contractor will, at its option and expense, either (i) procure for Customer the right to continue to use the goods or services; or (ii) replace or modify for Customer the goods or services so it no longer infringes such patent, copyright, trademarks, trade secret or not materially impaired and the goods or services continues to conform to the Agreement specifications in all material respects. Contractor shall have no liability to Customer for any infringement action that is based upon or arises out of the use of goods or services or any component thereof in combination with any other system, equipment or software that is: (i) not otherwise supplied by Contractor; or (ii) inconsistent with the intended use of goods and services or any component thereof. This section sets forth the exclusive remedy of Customer against Contractor with respect to any action claim for alleged infringement or any patent, copyright, trademarks, trade secret or other intellectual property right involving the goods and services or any component thereofi Section 17. ASSIGNMENT. Without Contractor's prior written consent, or except in the context of a lease financing, Customer shall not: assign, transfer, pledge, hypothecate or grant any security interest in, or otherwise dispose of, this Agreement or any interest in this Agreement or the FIM's, sublet or lend the FIM's or permit the FIM's to be used by anyone other than Customer or Customer's employees. Section 18. AMENDMENTS. This Agreement may only be amended or any of its terms modified for the purpose of adding FIM's, with the written consent of both parties hereto. All other amendments or modification of the terms of this Agreement must be accomplished by written consent of Customer and Contractor, and its Assignee, if any. Section 19. NOTICES. All notices to be given under this Agreement shall be made in writing and mailed by certified mail to the other party at its address set forth herein or at such address as the party may provide in writing from time to time. Any such notice shall be deemed to have been received five (5) business days subsequent to mailing. Section 20. GOVERNiNG LAW. This Agreement shall be governed by the provisions hereof and by the laws of the State of California. Section 21. INDEPENDENT PARTIES. Nothing contained in this Agreement will be deemed or construed for any purpose to establish between the parties a partnership or joint venture, a principal-agent relationship, employee-employer relationship, or any relationship other than Customer and supplier. Section 22. ENTIRE AGREEMENT. This Agreement together with the attachments and exhibits attached hereto and made a part hereof and other attachments hereto, and other documents or instruments executed by Customer and Contractor in connection herewith, constitute the entire Agreement between the parties with respect to the purchase of the FIM's. All previous proposals, oral or written communication, engineering information or written communication are superseded by this Agreement. 10 Section 23. SEVERABILITY. Any provision of this Agreement found to be prohibited, shall be ineffective to the extent of such prohibition without invalidating the remainder of this Agreement and all other provisions shall remain in full force and effect. Section 24. WAIVER. The waiver by a Party of any breach by the other Party of any term, covenant or condition hereof shall not operate as a waiver of any subsequent breach hereof. Section 25. EMPLOYEE HIRING RESTRICTION If during the term of this Agreement or 90 days thereafter, Customer hires or in any way engages any of Contractor's employees who are presently performing services energy conservation related services, Customer shall pay Contractor compensation equal to the current annual salary of said employee for one year after separation from employment from Contractor. Section 27. SAFETY AND HAZARDOUS MATERIALS. It is Contractor's intent to perform all work in a clean, safe professional manner, causing no hazards to Contractor's staff, facility, the environment or Contractor's service personnel. Contractor shall not be required to make safety tests, install new devices or make modifications to any equipment beyond the scope of the original Agreement in order to comply with recommendations or directives of insurance companies, governmental bodies, or for other reasons. However, this provision shall not relieve Contractor from its responsibly to install all equipment in compliance with any and all applicable, City, County, State and Federal laws, regulations, and guidelines, including but not limited to building code requirements, in effect at the time of the installation of said equipment. This Agreement pre-supposes hazardous materials are not present at the jobsite, including but not limited to asbestos. If in providing service, Contractor discover or suspect the presence of hazardous material, Contractor will notify Customer. Customer shall be responsible for the cost and performance of testing, abating, encapsulating, cleaning up, removing, or rendering such materials non-hazardous. Contractor have the right to stop work until the jobsite is free from hazardous materials. Customer agree to notify Contractor in writing of any hazardous materials on the jobsite and any j obsite safety policies including but not limited to lock-out and tag procedures, laboratory procedures, biological hazards and other items covered by right to know regulations or which may pose a hazard to Contractor's employee's and equipment. Section 28. WAiVER OF CONSEQUENTIAL DAMAGES. In no event shall Contractor be liable for business interruption losses or consequential or speculative damages, but this sentence shall not relieve Contractor of liability for damage to property or injury to 11 persons resulting from accidents caused directly by its negligence in performance or failure to perform its obligations under this Agreement. 29. MISCELLANEOUS PROVISIONS A. Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement. 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. PATRICIA E. HEALY Clerk of the Council CITY O~F_ SANTA/A'NA DAV~ N. ~ City Manager APPROVED AS TO FROM: JOSEPH W. FLETCH ~ER ty , tor ey Mike Vigliotta Deputy City Attorney ~xecu~e~j~ctor of the Public ~ONTRACtT'DR t Daniel Hislip f I General Counsel /Secretary, J Employer ID # or Individual SS # 12 Terms and Conditions Exhibits Exhibit A. Scope of Services INDEX Exhibit B. Exhibit C. Exhibit D. Exhibit E. Exhibit Fl. Exhibit F2. Exhibit G. Exhibit H. Exhibit I. Exhibit K. Exhibit J. Exhibit L. Exhibit M. Attachment 1 Special Provisions. Attachment A Thyssen Elevator Quote. Attachment B Thyssen Energy Savings Estimate Attachment C S.C.E Standard Performance Contract. Attachment D ASHRAE 55 Summary. Attachment E Energy Management Comm. Plan. Attachment F General Electric T8 Ultra Lights. Attachment G General Electric Max Ultra Ballasts. Attachment H Lis of Air Handling Units. Contractors Guarantee. Technical Support Program. Energy and Operational Savings. Attachment 1 Pre Lighting Measurements. Additional Insured Endorsement. Lighting Savings Summary. Lighting Inventory and New Proposed Lighting. Building Inventory Plug Load. Energy Saving Summary. Utility Data Baseline. Reserved. Final Cash Flow Analysis. Trash Disposal. Basic Materials and Methods. EXHIBIT A SCOPE OF SERVICES Section 1. FACILITY AND OPERATIONAL IMPROVEMENTS: City Hall 8 Story Building with basement. Lighting See Exhibit F2 attached hereto and incorporated herein by reference for attached room by room lighting spreadsheets. Heating, Ventilating and Air Conditioning (HVAC) equipment: 1. The 8-story with basement and 2-story buildings are being served by constant volume dual duct constant air volume system (DD-CAV). With the second floor served by two air handling units (AHU), the rest of the floors are served by one AHU. Each AHU unit has single speed fan motor. 2. Chilled water and steam supply is served through the Santa Ana District cooling and heating system. 3. Replace the AHU supply fan motor with new premium efficiency motor. In addition, replace existing belts, pulleys with new cog belt synchronous type belts and sheaves (Goodyear or equal). 4. Provide Variable Speed Drive (VSD) to each AHU for the conversion of the dual duct constant air volume (DD-CAV) to dual duct variable air volume system (DD-VAV). Replace the existing DD mixing boxes with new VAV retrofit boxes. 5. Provide a complete and operable system. Electrical upgrades for the new HVAC equipment: 1. Provide new electrical wiring as required from the addition of VSD's to the AHU's. 2. Provide a complete and operable system. Elevators For one West Elevator and two East Elevators: Scope of work as indicated in the Thyssen Krupp Elevator faxed documents dated September 24, 2002 with the scope dated May 26, 2000, revised on January 28, 2003. Scope as a minimum shall include the following: 1. TAC-50 geared control system VVVF-drive 2. AC motors 3. Brake pads 4. Automatic self leveling 5. Controllers 6. Special emergency service 7. Hoistway access switch 8. Standby power operation 9. Applied car operating panel (vandal resistance) 10. Telephone 11. Car position indicator 12. Audible signal 13. Emergency car lighting 14. Hall button 15. Hall lantern 16. Hoistway operating devices 17. Car guides 18. Centrifugal speed governor 19. New flooring on the platform 20. Door operator close loop 21. New interlocks 22. Door protection devices 23. Car enclosure 24. Car door hanger 25. Hoistway door hanger 26. Pit switch 27. Wiring shall comply with all governing codes 28. Provide a complete and operable system. Ceilings: 1. Replace existing ceiling tiles with material to match existing for tiles that are damaged during construction. Heating, Ventilating and Air Conditioning Systems (HVAC) Control System 1. A comprehensive energy management system (EMS) that will control the major buildings into one source of control. The existing building automation on each building shall be retrofitted into a single control system. This comprehensive measure will make the facility capable of controlling the electric demand by scheduling shut-downs of non-critical air handling unit (AHU's) and in addition, electric charges together with steam and chilled water consumption will be reduced. 2. Furnish and install Siemens System 600 Apogee DDC controls to monitor and control the existing equipment. The communications schematic and typical air handler and zone control drawings for the system to be installed can be reviewed in the attached control scope of this document. 3. Contractor will utilize provide communications from the remote buildings listed below to the workstation in the Maintenance Superintendent office provided as part of this project. The workstation is complete with graphical interactive software to enhance ease of use. Contractor will provide (1) Apogee Insight workstation for communications to the new DDC controls in the remote 2 buildings. Contractor will also provide and install the necessary fiber to hard wire trunk interface devices in each of the remote buildings covered under this project scope. 4. Where possible, Siemens has estimated this project reusing to maximum extent possible the existing pneumatic tubing, pneumatic devices, electric conduit, and wiring. This minimizes the installation cost of the system. 5. On buildings currently with DDC controls (listed below), Contractor propose to replace the DDC controllers and re-use to maximum extent possible all sensors and actuators to minimize installation cost. While on buildings where there are pneumatic controls, Contractor will either replace the pneumatic with DDC controls or Contractor will replace the pneumatic logic with DDC and retain the end pneumatic devices such as valves and actuators. City Hall 8 Story Building with Basement City Hall 2 Story Building City Hall Annex (Existing Siemens Controls) City Hall Council Chamber City Main Library Corporate Yard, Administration, Water Meter, Fleet, Warehouse Building. Heating Steam Heat Exchanger/Air Conditioning 1. Full DDC Control of all multizone air handler units on all buildings listed. Air handler control points are to be per typical drawing as shown in Attachment 2. This will include two speed constant volume fan controls, economizer and hot and cold deck control re-using existing pneumatic valves and actuators whenever possible, plus all sensors. a. Control of all building heating steam heat exchanger valves and HW pumps. b. Use of MEC's on each MZU's for individual control. c. TEC control of all individual zones on each multizone unit. Existing pneumatic zone damper motors will be reused whenever possible. d. One Apogee Front end site license with computer (workstation) and complete standard graphics package for all controlled systems. To be located in the Maintenance Superintendent Office. 3. Contractor shall provide training for two of Customer's employees at Contractors Cypress Office for the following courses: a. LAN Devices (32 Hours) b. Beginning Apogee (32 Hours) c. Advanced Apogee (32 Hours) d. 40 instructor hours of on site training by Siemens instructors. 4. Use of dedicated fiber optic for inter-connection between buildings and the maintenance office. Siemens to provide fiber optic interface devices. All intra-building connections to be dedicated cable installed by Siemens. 5. One dial up modem will be included at a controller to allow outside dial up access. Siemens to provide complete set of As-Builts upon completion. 6. One Laptop with Datamate Base software is included. Section 2. FACILITY AND OPERATIONAL IMPROVEMENTS: City Hall, Ross Annex Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning 0tVAC) equipment: The Ross Annex building is served by existing (3) Trane packaged air conditioning units. The building is currently controlled through a pneumatic system. 1. Existing pneumatic controlled zones shall be maintained. Heating, Ventilating And Air Conditioning Systems (Hvac) Control System The existing building control system shall be maintained and interlocked with the new EMS system located in city hall to perform unit monitoring and scheduling. Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning Systems (HVAC) Control System See EMS scope at City Hall. Section 3. FACILITY AND OPERATIONAL IMPROVEMENTS: City Library Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning (HVAC) equipment: The City Library is served by two constant volume multi-zone (MZ) air handling units (AHU). Each AHU unit has single speed fan motor. 1. Replace the AHU supply fan motor with new premium efficiency motor. In addition, replace existing belts, pulleys with new cog belt synchronous type belts and sheaves (Goodyear or equal). 2. Provide Variable Speed Drive (VSD) to each AHU for the conversion of the dual duct constant air volume (MZ-CAV) to dual duct variable air volume system (MZ-VAV). 3. Replace the existing MZ dampers with new VAV retrofit dampers. 4. Provide a complete and operable system. Electrical upgrades for the new HVAC equipment: 1. Provide new electrical wiring as required from the addition of VSD's to the AHU's. 2. Provide a complete and operable system. Heating, Ventilating and Air Conditioning Systems (HVAC) Control System See EMS scope at City Hall. Building envelope upgrade: 1. Replace existing single, tempered, glazed window north side of the building, approximately 3,600 square feet, with new double glazed clear glass. Section 4. FACILITY AND OPERATIONAL IMPROVEMENTS: Police Building Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning (HVAC) equipment Chillers: There are three chillers serving the whole facility. The 300-Ton screw chiller was set up to be the primary unit. The other two chillers are 400-Ton centrifugal units. The chilled water distribution system uses primary-secondary system, with required VSD installed and operating. 1. Provide new VSD to one (1) existing 400-Ton centrifugal chiller, and use this chiller as the primary unit for the facility. For the additional cooling load requirement, the second 400-Ton centrifugal unit shall be activated. The existing 300-Ton screw chiller unit shall be use as backup. 911 Call Center: The 911 Call Center is located at the fourth floor north side of the building. The space is presently conditioned by the two existing air handling units (AHU) serving the whole building. Also, there is a dedicated backup packaged air conditioning unit (BUAC) located in the roof tied in to the existing ductwork serving this space. 1. Provide new ductwork, dampers as indicated in the partial plans. 5 2. Use the existing backup air conditioning unit (BUAC) as the primary cooling system of the call center. 3. The existing AHU serving this space shall be converted as a backup cooling system. 4. Provide automatic motorized dampers in the existing ductwork as indicated in the attached partial plans. 5. Upon deactivation of the BUAC, the AHU and dampers indicated in the partial plans shall be energized (during off hours or weekends) 6. Provide complete operable system. Section 6. FACILITY AND OPERATIONAL IMPROVEMENTS: Corporate Yard Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Administration Building: Heating, Ventilating and Air Conditioning (HVAC) equipment The Admin building is served by dual duct air handling units (AHU) with separate cooling and heating tans. 1. Replace the supply fan motors with premium efficiency motors. (AHU-1 has 5-hp motor and AHU-2 has 3-hp motor). 2. Replace the AHU supply fan motor with new premium efficiency motor. In addition, replace existing belts, pulleys with new cog belt synchronous type belts and sheaves (Goodyear or equal). 3. The existing lighting and mechanical system time clocks will be removed and the control points will be integrated into the new DDC controller on site. Water Meter Building: The building is conditioned by a 5-Ton packaged gas and electric air conditioning unit. Maintain the trait in the roof. 1. The existing lighting and mechanical system time clocks will be removed and the control points will be integrated into the new DDC controller on site. Fleet Building: There are three packaged gas and electric air conditioning units serving the building. AC-1 is 10-Tons while AC-2 & 3 are 5-Tons. Maintain the units in the roof. 1. The existing lighting and mechanical system time clocks will be removed and the control points will be integrated into the new DDC controller on site. 6 Warehouse Building: There are two packaged gas and electric air conditioning units serving the building. AC-1 is 10-Tons and AC-2 is 7 V2 -Tons. Maintain the units in the roof. 1. The existing lighting and mechanical system time clocks will be removed and the control points will be integrated into the new DDC controller on site. Heating, Ventilating and Air Conditioning Systems (HVAC) Control System Provide EMS in the Corporate Yard facilities and interface with the new EMS at the City Hall. See EMS scope at City Hall. Section 7. FACILITY AND OPERATIONAL IMPROVEMENTS: Corbin Center Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning (HVAC) equipment Replace two existing 5-Ton and 4-Ton gas and electric air conditioning units. Unit shall include both the forced air unit (FAU) and the condensing unit (CU). Condensing unit is located in the roof. Heating, Ventilating And Air Conditioning Systems (Hvac) Control System Section 8. FACILITY AND OPERATIONAL IMPROVEMENTS: Senior Citizen Center Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning (HVAC) equipment 1. Replace existing 30-Ton multi-zone (MZ) packaged air handling unit in the roof. Use equipment with lightweight materials. (Seasons 4 or Octagon VAV unit) 2. Re-use the existing ducting as much as possible providing new insulation for the existing ductwork as needed. 3. Provide all ducting, electrical, condensate piping and roof curb. 4. Perform structural calculations for the roof to carry new equipment load. 5. Provide new thermostats. Section 9. FACILITY AND OPERATIONAL IMPROVEMENTS: Jerome Center Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Swimming Pool Provide energy savings measure to the existing swimming pool of the facility. The existing pool heating system consists of a boiler, sand filter system and 10-HP pump. The pool operates during the summer and is maintained at 80 deg F. 1. Replace existing heater with more efficient heater 2. Provide a complete and operable system Section 10. FACILITY AND OPERATIONAL IMPROVEMENTS: Newhope Library Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning (HVAC) equipment The building is served by one constant volume multi-zone (MZ) air handling unit (AHU) with the direct expansion condensing unit in the roof. The heating is thru a gas heated forced air system. The AHU unit has single speed 7 V2 -hp fan motor. 1. Replace the existing direct expansion condensing unit in the roof. Capacity shall match the existing unit. Provide the required code approved seismic support. 2. Replace the AHU supply fan motor with new premium efficiency motor. In addition, replace existing belts, pulleys with new cog belt synchronous type belts and sheaves (Goodyear or equal). 3. Provide Variable Speed Drive (VSD) to the AHU for the conversion of the dual duct constant air volume (MZ-CAV) to dual duct variable air volume system (MZ-VAV). 4. Replace the existing MZ dampers with new VAV retrofit dampers. 5. Provide a complete and operable system. Heating, Ventilating And Air Conditioning Systems (Hvac) Control System Section 11. FACILITY AND OPERATIONAL IMPROVEMENTS: Southwest Center Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Heating, Ventilating and Air Conditioning (HVAC) equipment The existing four 7 V2 -tons and two 5-tons packaged gas electric air conditioning units serving the building shall be maintained. 1. The mechanical time clocks are installed within the unit casing. Heating, Ventilating And Air Conditioning Systems (Hvac) Control System Section 12. FACILITY AND OPERATIONAL IMPROVEMENTS: El Salvador Center Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Swimming Pool Provide energy savings measure to the existing swimming pool of the facility. The existing pool heating system consists of a boiler, sand filter system and 5HP pump. The pool operates during the summer and is maintained at 80 deg F. 1. Replace existing heater with more efficient heater. 2. Provide a complete and operable system. Section 13. FACILITY AND OPERATIONAL IMPROVEMENTS: Santa Anita Center: Lighting See Exhibit F2 for attached room by room lighting spreadsheets for the exact scope of work. Swimming Pool Provide energy savings measure to the existing swimming pool of the facility. The existing pool heating system consists ora boiler, sand filter system and 5-HP pump. The pool operates during the summer and is maintained at 80 deg F. 1. Replace existing heater with more efficient heater 2. Provide a complete and operable system Section 14. FACILITY AND OPERATIONAL IMPROVEMENTS: Memorial Pool: Swimming Pool Provide energy savings measure to the existing swimming pool of the facility. The existing pool heating system consists of a boiler, sand filter system and 40-HP pump. The pool operates during the summer and is maintained at 76 deg F. 1. Replace existing heater with more efficient heater 2. Provide a complete and operable system Section 13. FACILITY AND OPERATIONAL IMPROVEMENTS: Selgado Pool Provide energy savings measure to the existing swimming pool of the facility. The existing pool heating system consists of a boiler, sand filter system and 10-HP pump. The pool operates during the summer and is maintained at 80 deg F. 1. Replace existing heater with more efficient heater 2. Provide a complete and operable system 3. Provide a battery-operated pool cover to cover the pool during unoccupied hours. 4. Provide a complete and operable system Section 15. PRE FIM ASSESSMENT Contactor has performed a detailed feasibility study each of the systems described herein including evaluation, measurements engineering analysis of said systems, following acceptable industry standards and guidelines to predetermine the minimum feasible energy savings and base calculations utilized in Energy Savings Calculations (Exhibit D). Section 16. SPECIAL PROVISIONS RELATED TO THE SCOPE OF WORK. In addition to the specifications detailed herein, Contractor shall provide those special services as described in Attachment 1 to this Exhibit. Section 17. EXCLUSIONS TO THE SCOPE OF WORK A. Contractor shall provide the services described in this Exhibit subject to the following exclusions: 1. Contractor shall not be responsible for repair or replacement of non maintainable or non- moving parts of the system such as ductwork, shell and tubes, heat exchangers, unit cabinets, casings, refractory material, electrical wiring, water and pneumatic piping, structural reports, cooling tower fill, slats and basins, etc. unless otherwise stated in this Agreement. 2. Contractor shall not be responsible for repairs, replacements, or services necessitated by reason of negligence, abuse, misuse, improper or inadequate repairs or modifications, improper operation, lack of operator maintenance or skill, or other reasons beyond our control. 3. Contractor will not assume responsibility for service on equipment unless performed by our employees or persons authorized by us. 4. Contractor shall not be responsible for repairs, replacements or services to equipment due to corrosion, erosion, improper or inadequate water treatment by others, electrolytic action, chemical action or other reasons beyond our control. 5. At initial inspection following 12 months of service, if individual item(s) cannot, in our opinion, be properly repaired, due to obsolescence, lack of availability of refrigerant or standard parts, excessive wear or deterioration, Contractor may withdraw the item(s) from coverage with ninety (90) days prior written notice. 6. Repairs and replacement of equipment parts and components is limited to restoring proper working condition. Contractor shall not be obligated to provide replacement equipment that represents significant betterment or capital improvement. Exchanged parts and components become property of Seimens Building Technologies, Inc. 10 7. The services provided under this Agreement shall be provided during our normal working hours, Monday through Friday inclusive, excluding holidays, unless otherwise stated in this Agreement. B. Changes to the Scope of Services. 1. Either party may reasonably request additional, deletions, modifications or other changes to the work during the term of this Agreement. Such requests shall be in writing and signed by the Contractor Representative or Customer Representative, as appropriate. Such requests shall not unreasonably be denied by either party. All changes will he authorized and performed only after the execution of a written Agreement signed by the authorized representative of Contractor and Customer. 2. Contractor may, in its sole discretion, substitute alternative parts or equipment provided that the alternative parts and equipment perform the functions of and are of equal or better quality than the parts and equipment for which they are substituted and the Customer is notified in writing of same. 11 Attachment 1 to Exhibit A Special Provisions Energy Management Projects The Scope of Work related to this Attachment is described in Exhibit A- Scope of Services and includes: Relamping of City Hall, Ross Annex, Main Library, Corporation Yard, New Hope Library, part of Corbin Center, South West center, SA Senior Center, Police Administration, Police Holding Facility, Police Shooting Range. Modification of the City Hall HVAC system from fixed dual duct volume to variable Dual Duct system with digital controls for the City Hall as specified in Attachment D to Attachment 1 to Exhibit A Connect City Hall, Main Library, Corporation Yard, and Ross Annex to a main computer equipped with energy management software and digital controls as specified in Attachment E to Attachment 1 to Exhibit A · Modification of HVAC systems at Corbin Center. · Modification of HVAC at Corporation Yard. · Replacement & modification of HVAC at New Hope Library. · Window replacement at Main Library. · Refurbishment's of elevators at City Hall as described in Attachment A and B to Attachment I to Exhibit A · Modification of the 911 HVAC system at the Police Facility. · Installation of a Variable Frequency Drive to York Centrifugal Chiller at the Police Facility as described in Attachment C to Attachment 1 to Exhibit A 1.01 Project Sequence: · Pool cover at Salgado Recreation Center. · Lighting refurbishment. · FIM at City Hall. · Elevators upgrades. · FIM Main Library. · Variable frequency drive at Police Facility. · Modification of 911 HVAC system. · Library windows. · FIM at Corporation Yard. · FIM at Senior Center. · FIM at Corbin Center. 1.02 Project Schedule: All work shall be scheduled with the Building Maintenance Superintendent or his designee. · The project shall commence on March 15, 2003 and shall be completed on December 15, 2003. · The contractor shall prepare a detailed project schedule with start and estimated completion date for each project described in Exhibit A. · Project schedules shall be presented in Microsoft Project format. 1.03 Working Hours: The working hours shall be as follow: 8:00am to 12:00am Monday through Friday, changes to this schedule are permitted only as mutually agreed. 1.04 Project Management: · Contractor shall manage the project. Weekly status reports shall be held with Building Maintenance Superintendent (Superintendent) or his designee. Contractor shall provide a qualified Project Manager during the entire project phase. The Project Manager shall supervise and manage the project in order to minimize disruption and avoid damages or safety problems. · The Project Manager shall communicate daily with the Superintendent or his designee. 1.05 Workmanship, Safety & Quality of Work: · Contractors and sub contractors shall have a minimum of (5) years of continuous experience in their related field of expertise. All sub contractors shall have no outstanding or pending complaints as determined through the Better Business Bureau and the State of California Department of consumer affairs. · Contractor shall test all work prior to release of work to the City of Santa Ana. The contractor shall possess a valid general contractor license and all subcontractors shall be licensed in the respective trade as required by the State of California and the City of Santa Ana. Obtain the necessary Building/Constructor permits form the City of Santa Ana. All projects listed in Exhibit A shall be inspected by the City representative for final acceptance, to function and quality of work. All re-lamping provided by contractor shall meet at a minimum the existing lighting levels. Contractor shall take foot-candles readings prior to and after conversion with a calibrated Meter. (Sylvania Light Meter Model # DS-2000 or equal). Lamps shall be GE Starcoat T8 Watt-Miser (F38T8 XL) lamps having medium bi-pin bases with a minimum life of 20,000 hours (XL) at 3 hours per start on T8 instant start ballasts, color temperature 4100K, with a color rendering index of at least 81, as specified in Attachment F to Attachment 1 to Exhibit A. Ballasts shall be GE ULTRA-MAX L with a ballast factor of .77. as specified in Attachment G to Attachment 1 to Exhibit A. All 8 ft lamps shall be converted to 4 feet GE Starcoat 4 ft Watt Miser (F38t8XL) lamps as described above. The contractor shall provide a 24 hours fire watch while fire systems are impaired in any of the building where contractor is performing work. Contractor shall use the Lock-Out Tagout procedure during any and all Electrical work, and in relation to any and all sources of energy. Contractor shall present a Certified Air Balance Report for all HVAC work in accordance with applicable standards as specified in Attachment D to Attachment 1 to Exhibit A. All materials used in these projects shall be free of Asbestos, lead, PCB or any related substances. The contractor is responsible for the engineering of all systems and related components. The contractor shall have sole responsibility for accuracy of all measurements, estimates of materials quantities, sizes and site conditions that will affect the Scope of Work. · Contractor shall perform all painting as necessary in the construction areas to match existing finishing. · Contractor is responsible for protecting and restoring all penetrations of firewalls and fire-protections. · Contractor is responsible for moving and reposition furniture as needed in its original configuration. · Contractor is responsible to provide adequate dust management covers, and protect all items, furniture, flooring, books, etc. Contractor shall store all materials, tools and equipment in a storage container in a designated area during the entire duration of the project. All materials, tools and supplies shall be stored in an adequate watertight container properly identified for safety of employees, pedestrians, and vehicles. All HVAC and energy work shall be in accordance with the Energy Efficiency Standards (2001) for residential and non-residential buildings as Adopted California Energy Commission. · Contractor shall provide for all area where Air Conditioning or ventilation work is conducted a certified air balance report at completion of project. · Thermostat setting shall be 70 deg F for low temp and 72 Deg F for high set point. · All projects shall comply with Title 24 and its 2001 review. · All electrical work shall be performed as described in Exhibit M. · Data cable necessary to connect contractor's commtmications system shall be in protected in rigid and flexible conduits. Replacement air conditioning systems shall be manufactured by TRANE or CARRIER. Any other manufacturer shall be approved prior to specification and purchasing by Building Maintenance Superintendent. 1.06 Contractor shall submit to the City of Santa Ana prior to commencing work: · Complete sets of drawings and specifications for approval as to build drawings retrofits and new equipment. · Sample of any materials to be used in the projects. Contractor shall receive specific approval in writing for materials and methods prior to commencing work. Any changes to plans and materials shall be pre approved in writing by the Superintendent. · Any changes to plans and materials shall be pre approved in writing by the Building Maintenance superintendent. 1.07 Project Documentation, Siemens shall provide: · Two sets of instruction manuals. · One set of CAD drawings legible with Auto CAD 2000 light. · All pertinent software and operational and maintenance manuals. · Recommended Maintenance and Preventive Maintenance Practices. · All warrantees and guarantees from Siemens and all subcontractors. · Sufficient training on operation and Maintenance to two Building Maintenance Technicians. · A complete set of as built drawings. · Scanned image in the TIFF file format on a compact disc of all plan sets. 1.09 Energy Rebate: · Contractor is responsible to obtain energy rebates in accordance with Standard performance Contract, from Southern California Edison and the Gas Company where applicable. 1.10 Personnel Identification: · Contractor and subcontractors shall wear identification tags and/or company uniforms. Any personnel performing work pursuant to this Agreement are subject to a back ground check and may be disqualified to perform any work upon an unsuccessful background check. Attachment A Thyssen Krupp Elevators- Quotation and specifications to upgrade (3) elevators at City Hall ThyssenKrupp Elevator Fax Fax NumDer: Number of Pages: ThyssenKrupp Elevator Corporation 6048 Triangle Dhve Los Angetes, CA 90040 Telephone: ('523) 278-9888 Fax: {323) 278-9@99 ~nternet: ~tww :hyssenkruppelevator,com MOTION CONTROL ENGINEERING GEARED CONTROL SYSTEM VVVF - DRIVE We propose to furnish labor and material to provide an geared control system. It is a digital microprocessor-based control system specifically designed to meet the particular needs of modernizing traction elevators. The system is a distributed network of modular microprocessor control units and solid-state performance measurement devices. The measurement transducers constantly monitor the performance of every controlled elevator function. The control units evaluate this performance information and automatically adjust performance as necessary to correct deviations within milliseconds. The sofl-aare dispatches elevators based upon time response to actual demands on the elevator group. The software is designed to maintain optimum elevator system performance by evaiuatin~ and reassigning hall call within milliseconds of changes in elevator demand or performance. DUTY The present capacity of 3500 pounds at 350 feet per minute v~31 be retained. TRAVEL The present travel will be retained. STOPS AND OPENINGS The present 9 stops and 9 openings will be retained. POWER SUPPLY 0~ETAINEI)) The pre.~at power supply of 4g0 volts, 3 phase, 60 hertz, alternating current will be retained and the new equipment will be arranged for this power supply. An VVVF drive system shal! be provided. MACHINE ~RETAINEI~) Uae existing machine shall be retained. A new AC Motor shall be installed. New Brake Pads shall be installed Page 1 AUTOMATIC SEIJ~-LEVELING (NEW) The elevator shall be provided with automatic self-leveling that shall bring the elevator car level with the floor landings+ l/8"regardlessofloador direcflonoftmvel. Tha automatic self-leveling shall correct for overtravel or undertravel and rope stretch. CONTROLLERfNEW) A microcomputer-based control system shall be provided to perform all of the functions of safe elevator motion and elevator door control. This shall include all of the hardware required to connect, transfer and interrupt power, and protect the motor against overloading. The system shall also perform car operational control. Each controller cabinet containing memory equipment shall be properly shielded from line pollution. The microcomputer system shall be designed to accept reprogramming with mimmum system downtime. OPERATION - ONE CAR ( SIMPLEX WEST ELEVATOR Operation shall be automatic by means of the car and landing buttons. Stops registered by the momentary actuation of the car or landing buttons shall be made in the order in which the landings are reached in each direction of travel at~er the buttons have been actuated. All stops shall be subject to the respective car or landing button being aerated sufficiently in advance of the arrival of the car at that landing to enable the stop to be made. The direction of travel for an idle car shall be established by the fu'st car or landing button actuated. UP landing call shall be answered while thc car is traveling in the up direction and DOWN landing calls shall be answered while the car is traveling down. The car shall reverse after the uppermost or lowermost car or landing call has been answered, the proceed to answer car calls and landing calls registered in the opposite direction of travel. If the car without registered car cails arrives at a floor where both up and down hall calls are registered, it shall initially respond to the hall call in the direction that the car is traveling. An Independent Service switch shall be provided in the car operating panel ,Mrich, when actuated, shall cancel previously registered car calls, disconnect the elevator from the hall buttons and allow operation fi'om the car buttons only. Page 2 OPERATION - GROUP CONTROL FOR TWO (2) CARS ( DUPLEX EAST ELEVATORS ) The building shall be divided into three (3) zones with one car assigned to the lobby zone and the other car assigned to the top zone. Each car shall park in its assigned zone when there are no unanswered calls. The lobby zone shall include the lobby, basements and adjacent floors above the lobby. The remainder of the floors shall be divided between the top zone and the middle zone. Either car may answer calls in the middle zone but neither ear shall park in that zone. Response to hall calls shall be achieved by the dispatching software. It dispatches cars by computing response for each registered hall call. The computation of each call shall be based on service to previously assigned car and hall calls, car load, direction of travel, door and car motion slants, coincidence of car and hall calls, etc. Computations for each hall call are repeated several times a second and the hall call assignment might chang ifa more suitable car is found. The dispatching soRware shall continuously evaluate the efficiency of its dispatching and shall va~ the value to optimize dispatching efficiency during peak demands. A car arriving at a floor to park shall not open its doors. Cars shall open their doors only when stopping in response to a car or hall call. A car without registered car calls, arriving at a floor where both up and down hall calls are registered shall initially respond to the hall call in the dire~on that the car was traveling. If no car call or hall call is registered for further travel in that direction, the car shall close its doors and immediately reopen them in response to the hall call in the opposite direction. Direction lanterns, if furnished, shall indicate the change of direction when the doors reopen. Direction lanterns, as applicable, shall indicate the change of direction when the doors reopen. If for any reason the doors are prevented from closing and the car is unable to respond to a call, it shall lose its zone assignment and the call shall be transferred to the other cm. When a car is filled lo a predetermined load setting, it shall no longer stop for hall calls. When thc Independent Service switch in the car operating panel is actuated, that elevaWr shall be disconnected from the hall buttons and operate independently from car buttons only. Page 3 SPECIAL EMERGENCY SERVICE Special Emergency Service operation shall be provided in compliance with the latest revision of the ASME/ANSI Al7.1 Code. Special Emergency Service Phase I to return the elevator(s) non-stop to a designated floor shall be initiated by an elevator smoke detector system or a key s~4tch provided in a lobby fLxture. The smoke detector system, ff required, is to be furnished by others. The elevator contractor shall provide contacts on the elevator controller to receive signals from the smoke dectector system. A key switch in the car shall be provided for in-car control of each elevator when on Phase II of Special Emergency Service. If an elevator is on independent service when the elevators are recalled on Phase 1 operation, a bttzzer shall sound in the car and a jewel shall be illuminated, subject to applicable codes. INSPECTION OPERATION For inspection purposed, an enabling keyswiteh shall be provided in the car operating panel to permit operation &the elevator from on top of the car and to make car and hall buttons inoperative. An operating fixture shall be provided on top of the car containing continuous pressure UP and DOWN buttons, an emergency stop button, and a toggle switch. This toggle switch makes the fixture operable and, at the same time, makes the door operator and car and hall buttons in-operable. HOISTWAY ACCESS SWITCH An enabling keyswitch shall be provided in the car operating panel to render all car and hall buttons in-operative and to permit operation of the elevator by means of an access keyswitch adjacent to the hoistway entrance at the access landing. The movement oftbe ca~ away from the access landing, other than the lower terminal, by means of the access keyswitch at the landing shall be limited in travel and direction to ttmt as specified for the upper landing in the latest revision of the ASME / ANSI al7.1 Code. STANDYBY POWER OPERATION {AUTOMATIC SELECTION) The elevators shall return automatically to the main floor at full rated speed, one at a time during emergency power operation. A car that is out of service for other reasons shall by by-passed and another car selected. Page 4 APP!,IEB CAR OPERATING PANEL (NEW)-( VANDAL RESISTANCE ) An applied vandal resistance car operating panel shall be fin'rdshed. The panel shall contain a bank of mechs_nical illuminated buttons marked to correspond with the landings served, and emergency call button, emergency stop button, door open and door close buttons, and a light switch. The emergency call button shall be connected to a bell that serves as an emergency signal. ^ ikn switch, if optional fan is provided, shall also be located in the car operating panel. SECOND CAR OPERATING PANEL {NEW]-{ VANDAL RESISTANCE ) A second vandal resistance car operating panel shall be furnished. The panel shall contain a bank of mechanical illuminated buttons ,marked to correspond to the landings served, emergency call button, emergency stop button, door open and door close buttons. TELEPHONE (NEW] A telephone shall be mounted in the car operating panel. Necessary wires shall be included in the car traveling cable. Commurfication equipment a~d connections to the building service system shall be furnished and installed by the o~er. The telephone cabinet may be provided with (without) an optional certificate frame. CAR POSITION INDICATOR ~NEW] A car position indicator shall be installed. The position of the car in the hoistway shall be shown by illumination of the indication corresponding to the landing at which the car is stopped or passing. AUDIBLE SIGNAL (INDICATES PASSING OR STOPPING AT A LANDING) An audible signal shall sound in the car to tell passengers that the car is either stopping or passing a landing served by the elevator. EMF, RGENCY CAR LIGHTING (NEW) An emergency power unit employing a 6 volt sealed recbargeable battery and totally static circuit shall be provided. The power unit shall illuminate the elevator car and provide current to the alarm bell in the event of normal power failure. The equipment shall comply with the requirements of the latest revision oftbe ASME / ANSI Al7.1 Cede. P~e5 HALL BUTTONS (NEW) VANDAL RESISTANCE New vandal resistance shall buttons shall be installed at each landing. An up and down button at each intermediate landing and a s~ngle button at each terminal landing shall be installed. A call shall be registered by momentary, pressure ora landing button. I'he button shall become illuminated and remain illuminated until the call is answered. HALL LANTERNS (NEW) Direction lanterns with stainless steel faceptates shall be provided at all hoistway entrances, with UP and DOWN indicators at intermediate landings and single indicators at terminal landings. When a ear is stopping at a landing, the lantern indicating the dixection that the car is traveling shall become illuminated prior to arrival of the car. A chime shall sound once for the UP direction and twice for the DO~nN direction to announce the impending arrival of the associated elevator car. HOISTWAY OPERATENG DEVICES {NEW) Termininal stopping devices shall be provided to slow or automatically stop the car at the terminal landings and to automatically cut offtbe power and apply the brake, should the car travel beyond the terminal landings. Rubber-tired roller guides shall be installed on the top and bottom of the car frame to engage the guide rails. CAR FRAME AND SAI'EIY (RETAINED) The existing car safety device, designed to stop the car should it attain excessive descending speed, shall be retained. PLATFORM (RETAINED] Thc ear platform will be retained and reused in place. Page 6 A new centxifugal speed governor that operates the car safety shall be installed at the top of the hoistway in the machine roorm The governor shall actuate a switch when excessive speeds occur, disconnecting power to the motor and applying thc brake before application of the safety. A cross head load weighing device set ~.o operate at a predetermined fixed percentage of the car load shall be provided. An Anti-nuisance feature shall be provided which will reset car buttons and require registration if an excessive number of calls are registered for the measured load. FLOORING (RETAINEDI The present flooring will be rehahaed. ROPES {RETAINED) The existing hoist ropes shall be retained. I~Q. OR OPERATOR{NI~V0 CLOSE-LOOP A new close-loop door opeamtor shall he installed. Doors shall he power operated by means of a quality operator mounted on top of the cox. The motor shall have positive control over door movement for smooth operation. Each car door shall be provided with a protective device. Door operation shall be automatic at each landing with door opening being initiated as the ear arrives at the landing and closing t~ld~g place after expiration of a time interval. An electric car door contact shall prevent the elevator fi'om operating unless the cox door is in the closed position. Door OlXXafion (notification, open, close, hold-open time) shall be arranged to meet ANSI code and American w/th Disabilities Act Guidelines. Doors will he provided with evacuation deterrent devices on each hoistway door as required by code. Page 7 The time interval for which the elevator doors remain open when a car stops at a landing shall he independently adjustable for response to car calls and response to hall calls. New interlocks shall he insmlle& The interlocks shall prevem operation of the elevator unless all doors for that elevator are closed and shall maintain the doors in their closed position while the etevator is away from the landing. Emergency ~ceess to the hoistway as required by goYeming codes shall be provided. DOOR PROTECTION DEVICE (NEW~ A solid-state electronically operated infrared door reversal shall he installed on the ear door. The device shall contain elect~ordc components enclosed in an insulated chassis. The device will create a matrix of invisible light beams that scans the car doorway and detects the breaking of any light beam by any opaque object placed in its path. After a car stop is made, the door shall remain open for a pre-determined interval before closing. If, while the door is closing, the matrix of invisible light beams is interruped by a passenger entering or leaving the car, the door shall stop and reopen, after which the door shall again sta~ to close. If the door protective device is readered inoperative, a buzzer shall sound on the car and the doors shall close at approximately half speed. Normal operation slmll resume at the next landing reached by the car. NUDGING OPERATION If during a hall or car call the doors are prevented from closing for a fixed time period, the door protective device shall be rendered inoperative, a buzzer shall sound on the car and the doors shall close at a slower speed. Normal operation shall resume at the next landing reached by the ear. CAR IRET d A existing elevator car enclosure shall be retained. An allowance of $8,000 per car shall be included with the base price. CAR DOOR ELkNGER fNEV*) The present car door hanger shall be replaced with a new door hanger. Page 8 HOISTWAY E_,NTRANCFeS (RETAINEm The present hoistway entrants shall be retained. New ADA hoistvzay entrance braille shall be installed HOISTWAY DOOR HANGER (NEW) The present hoistway door hanger shall be replaced with a new hoistway door hanger. PIT SWITCH An emergency stop switch shall be located in thc pit and accessible from the pit access door. BUFFERS (RET.~Em The exisiting buffers shall be retained. WIRING ~,~E .W) TRAVEL CABLE / HOISTWAY WIRE All wiring and electrical interconncctions shall comply with governing codes. Insulated wiring shall have flame retardant and moisture-proof outer covering and shall be run in conduit, tubing or electrical wireways. Traveling cables shall be flexible and suitably suspended to relieve strain on individual conductors. EN. GINEERING DESIG]~- All new mmerial furnished shall be specific, ally designed to operate with thc original ecluipmem being retained, thus assuring maximum p~rforrmmce ~ eliminating any divided r~sponstbili~, SVPER OED MATER L All material, removed or unused, not required in the modification will become the property of ThyssenK~pp Elevator Corporation and we reserve the right to remove and retain it. Thc elevator contractor shall furnish all liccns~ and permits and shall arrange for and make all requir~l inspections and tests. P~e9 CODE The elevator equipment shall be furnished and installed in accordance with ASME / ANSI A17.1 Safety Code for Elevators and Escalators, An American National Standard. including the latest Supplement, and the Americans with Disabilities Act. COOE~OCAL) The elevator equipment shall comply with all applicable local codes. WORK BY OTHERS The following items must be performed by others and you agree to: Provide suitable ventilation and cooling equipment, if required, to maintain the machine room temperature between 45 degree F and 90 degree F. The relative humidity should not exceed 85 percem non-condensing. Provide electrical power for light, tools, hoists, etc. during installation as well as electric current for starting, testing and adjusting the elevator. Provide a smoke detector system, located as required with wiring from the sensing devices to each elevator controller. Do any cutting, including cut outs to acconu-aodate ball signal fixtures, patching and painting &walls, floors or partitions. Provide a fused d~sconnect switch or circuit breakex for each elevator per the National Electrical Code with feeder or branch wiring to the controller. Size to suit elevator contractor. Provide a 120 volt AC, 15 amp, single-phase power supply with fused SPST disconnect switch for each elevator, with feeder wiring to each eonlxoller for ear lights. Provide a safe and dry on-site storage area l~or elevator material. Page 10 Provide a standby power unit and a means for starting it that wil! deliver su~cient power to the elevator disconnect switches to operate one or more elevators at a time at full-rated speed. Provide a ~ansfer switch for each feeder for switching from normal power to slandby (emergency) power and a contact on each transfer switch closed on normal power supply with two vires ti'om this contact to one elevator cont:mller. Provide a means for absorbing power regenerated by the elevator system when nmniag with overhauling loads such as full load down. Any modification or installation of ligh~ an~or electrical outleB in the machine room and/or pit to be performed by others. MAINTENANCE A One (1) year warranty maintenance period will commence on the date of substantial completion of the elevator machine and controller izshallation. For the purpose of clarity, Substantial Completion shall be considered to be *.he same day the Owner has signed ThyssenKmpp Elevator Corporation's final acceptance form and takes posession o£the elevators for their use. 20% Upon signing contract 20% Upon delivery of material to jobsite 20% Upon acceptance of 1s~ elevator 15% Upon acceptance of 2na elevator 15% Upon acceplance of 3~. elevator 10% Upon f'mal inspection and acceptance. Page 11 PR1CE: For Simplex West Elevator. Dollars and 00/100 ) PRICE: For Duplex East Elevators. Dollars and {10tl(N) ) $110,000.00. ( One Hundred Ten Thousaud $210,000.00 ( Two Hundred Ten Thousand TOTAL PRICE FOR THREE, (3) ELEVATORS, , $ 330~000.00 ( Three Hundred Thousand Dollars and 001100 If you have any questions, please call me at (323) 278-9888 ext. 848 Thank You, G E Means. Modernization Sales Manager Page 12 PRICE;: Three Hundred Tlfirt~ Thous=d Dollsn ( s~0,0m).0o ) ACCEPTANCE OF PROPQSAL: Upo~ a¢c~lance of this proposal, please stgn and re~urn all ~hree copies to my attention at the above address. We will th~ scheckde the work for the earliest pessible date. If you have any queSUO~s, please call me at (323) 278-9588. Our FAX number is (323) 278=9899. This proposal is submitted for acceptance within Sixw (60) i~.'$ from dale ex~-ated by us. TI~ pmlxr,,al, tc~aer with rig term~ and ~nditions prin~xl on ~ ~ck h~f ~ w~ch ~c g~ ~ a ~ of ~s ~ ~ ~ ~, when ~ ~d a~ ~ ~e ~r ~ a~ ~ ~ ~r ~ ~ a~o~ ~e o~ ~3'~ ~er ~l~or Com~ s~l ~mte ~cl~ve~ ~ c~ly ~ ~n~ ~n ~ ~, ~ ~1 ~or r~a~Uo~ or a~n~ w~r ~en o~ ~, n~ ~ ~ ~ ~ No ~ in or ~o~ m ~s ~mem ~ ~ ~i~ ~ ~ in ~6ng ~d ~ ex~ ~ ~ ~. D~pticate ~! 1l'1 2o o'~ PURCHASER BY: Si~'n,~re of Authorized Official Respectfully submitted, THYSSEN DOVER ELEVATOR COMPANY G~ Means. Mo~'uiza~n Sales M~nal~er. Approved for THYSSEN DOVER ELEVATOR COMPANY Title Title Dale I:'l~a~ print th~ nam~ and title~ of those pexsorts who are authorized to sign change orders, woxk orders and or in~mnity agreements at the jobsite. If no names are m~icated, it will be a~sumed that the Property Ma.%o-r Name: Title: Name: Title: Name: Title: TERMS AND CONDITIONS Attachment B Thyssen Krupp Elevators energy savings estimates ' GD._ 24G 0 APPt AI G .N.. A. VEI GE ENEI aY CONSUMPTION ~ ~AY ~ CAPAC~, 8 HQ~ OF ~ATOR OP~ON P~ DAY No.o~m~r, ~ W~ SC~ ~ ~G,SCAOv,rM~ ~ ~Ov~fSC~ 3 j 63:~ ~ 114.0t 165,8' ~ 2~.8f ~.2 i 59.2 4 ~ 65,3 116.1 156.6 26.5 L 43,2 ~ 58,3 7 76.~ 116.6 160,8 --~27.~ ~.3 52,4 10 ~S.6 ~18.6 i66,5 ~.8 27.8 11 ~7.3 1~9.0 171.4 ~.6 26.8~ .49.0 . !3 ~.6 120.3 179,9 32.7 24:7 49.3 17 ~..2 1~1.9. ~.4 ~,2 18.8 1~.3 122.3 203.~ 39.8 18.0 50.6 19 102.3 124.3 2~.0 39.4 17.7 ~,1 23 111.3 132.9 213.2 37~ 18.2 47.8 24 113.1 1~.9 214.9 37.3 16.2 47.4 26 117~0 139.0 218.9 36.5 ~,5~ ~.5 28 I 121.9 1~7 ~.4. 35.4 ,,_ 1~.2 .... 4~.2 Dover l~le,~tor Sy~,~._~. lh'oduct Applic~ion Ma=ual 0494 ED $7 ZO0~ JO~AO[~ dd~AXHoss~q~ 0[[I6~6[lL ~VH Il:60 gOOg/~g/60 Attachment C Standard performance contract submitted to Southern California Edison July 26, 2002 City of Santa Ana Building Maintenance Division 20 Civic Center Plaza, Mll Santa Ana CA 92702 (714) 647- 5008 Grant Hijelsand California's 2002 SPC Incentive Program Southern California Edison P.O. Box 800 Rosemead, CA 91770 July 26, 2002 Dear Mr. Hijelsand: I am enclosing for your consideratio-~'an application for a Standard Performance Contract for a Chiller Variable Speed Drive, for the City of Santa Ana, Police Facility located at 60 Civic Center Drive, Santa Ana, CA 92702. If you if should have any question please do not hesitate to contact me at (714) 647-5008. On/~e re?, ~ Mario Ghizzi Building Maintonance Mann,or Attachments: · 2002 SPC Application · Energy Savings Calculations · Preliminary Cost Estimate. z < o E CONFIDENTIAL July 16, 2002 To: Cheri Carroll From: Lance Chontos Re: City of Santa Ana/chiller/variable speed drive The City of Santa Aha has a Police detention/administration complex that is cooled by three chillers. One is a 200 ton rotary chiller, and the other 2 are each 400 ton centrifi~gal chillers. The chillers run 24/7, and city personnel feel that approximately 350 tons of cooling are required on a hot day. The city is considering installing a variable spee.d drive (VSD) on one of the centrifugal chillers, and asked for an estimate of the savings that would result. Field Engineering estimated eight scenarios as follows: a) One centrifugal chiller running 24/7. b) One centrifugal chiller with a VSD running 24/7 c) One rotary chiller running 24/7, with the centrifugal chiller with VSD coming on as needed. d) One rotary chiller running 24/7, with the centrifugal chiller w/o VSD coming on as needed. e) One centrifugal chiller running M-F 7AM-6PM. f) One centrifugal chiller with a VSD running M-F 7AM-6PM. g) One rotary chiller running M-F 7AM-6PM, with the centrifugal chiller with the VSD coming on as needed. h) One rotary chiller running M-F 7AM-6PM, with the centrifugal chiller w/o the VSD coming on as needed. CONFIDENTIAL The results were: Scenario KWh/year A 789,019 B 559,257 __ C 833,174 D 841,780 E 270,855 F 196,755 G 293,252 H [ 297,327 From the above, we can draw several conclusions: The City of Santa Ana should immediately stop using the rotary chiller to handle their base load with a centrifugal as a backup; they should instead use the centrifugal to handle the entire load. The savings will be 841,780 kWh/year - 789,019 kWh/year = 52,761 kWh/year. Installing a VSD on a centrifugalchillerand using itasthe primary chiller will save 789,019 kWh/year - 559,257 kWh/year = 229,762 kWh/year, or 229,762/789,019 = 29%ofthe energy cu~ently used by the centri~galchiller withoutthe VSD. These estimates are in line with two estimates prepared by York Corporation. On April 19, 2001, York submitted a proposal to install a VFD on one chiller and estimated the savings as 227,760 kWh/year. On March 15, 2002, York submitted a proposal to install a VFD on one chiller, and concluded switching from running the rotary chiller as prime with a centrifugal as backup to using a VFD equipped centrifugal as prime would save 30% of the energy. For a more independent check of the estimated savings, xve will note that 29% is in the ballpark with published estimates by nentral parties: a) "A VFD installed on a centrifugal chiller will improve efficiency by an average of 15 to 20 percent, providing a payback of between six months and two years.''~ b) "The use of a VFD on a centrifugal chiller will improve its operating efficiency by an average of 20 percent.''2 c) "On an annual basis, VFDs typically improve the efficiency of the chiller by at least 20 percent.''3 Keeping a Grip On Energy CostsjBuilding Operating Management/Feb01 Lessons at the Millenium/Engineered Systems Online/Mar00 CONFIDENTIAL The City of Santa Ana should bear in mind while reviewing the proposals that, from time to time, various entities offer incentive dollars to install energy efficiency upgrades. A web site to review for incentive dollars is the State of California's Standard Performance Contract4 program. FUNDS MAY OR MAY NOT CURRENTLY BE AVAILABLE. Appendix 1 contains assumptions/data sources nsed in calculating savings. Appendix 2 contains selected hyperlinks to various web sites. 3 New and Cool/Maintenance Solutions/Jan98 4 www.scespc.com CONFIDENTIAL Appendix 1 The bin method was used 1o estimate savings. Weather data for Los Angeles, CA was taken from the Yorkcalc program and is a summary of 10 year bin averages. It is reproduced below: 24~7 Los Angeles Temp operation Temp Bin Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Totalhrs 100 1 1 2 95 2 1 3 90 1 3 1 5 85 1 1 1 1 1 3 1 6 4 4 23 80 3 2 3 4 2 I 16 16 21 13 10 5 96 75 7 6 6 8 7 23 71 78 63 26 20 10 325 70 17 16 17 25 38 81 179 187 144 84 35 21 844 65 34 40 50 66 128 191 268 288 230 198 88 48 1629 60 89 107 131 183 263 317 184 165 221 264 192 128 2244 55 204 214 248 295 251 102 22 7 30 127 215 226 1941 50 210 181 206 119 50 5 22 115 190 1098 45 124 84 70 18 2 37 91 426 40 48 20 11 4 21 104 35 9 1 1 2 13 Total 745 672 744 719 742 721 743 742 719 743 721 742 Cooling loads and kW/ton used were as follows: Cooling Load (tons) Bin CH-1 CH-2 CH-3 Temp cent cent w/VSD screw kW/ton kW/ton kW/ton 340 100 0.538 0.505 N/A 319 95 0.526 0.481 N/A 298 90 0.519 0.46 N/A 277 85 0.513 0.44 N/A 256 80 0.51 0.42 N/A 235 75 0.507 0.401 N/A 214 70 0.508 0.391 N/A 193 65 0.51 0.382 0.592 172 60 0.52 0.36 0,58 151 55 0.538 0.358 0.52 137 50 0.551 0.36 0.504 130 45 0.564 0.362 0.46 123 40 0.577 0.365 0.44 116 35 0.577 0.365 0.424 4 CONFIDENTIAL Note that the first two columns in the above chart match building load vs bin temperature, but the first, third, fourth, and fifth columns match delivered cooling loads of the chillers vs kW/ton. Therefore, to find the energy required to deliver 300 tons of cooling using the rotary chiller as the prime with the centrifugal w/o VSD as the secondary, the calculation would be: Hours/year in the 90F bin x kW/ton of rotary chiller at 200 tons x 200 tons + hours/year in the 90F bin x kW/ton of centrifugal chiller at 100 tons x 100 tons: 5 x .592 x 200 + 5 x .577 x 100 = 880 kWh/year The Building Load Line Curve (Building Load vs Temperature Bin) is derived from Yorkcalc. It assumes the maximum load (350 tons) occurs at Design Outside Temperature, and that the balance point (the point at which no heating or cooling is required) is 55F. The kW/ton column is supplied by the manufacturer as a chart of capacity (in tons) vs unit performance (in kW/ton). These numbers are derived assuming the water temperature entering the condenser is 80F at 100% machine load and decreases to 55F at 10% machine load. Appendix B Selected Hyperlinks 1) Incentive Programs State of Calif w~vw.scespc.com The above calculations are estimates only. Southern California Edison Company makes no warranty, express or implied, including but not limited to, any warranty of merchantibility or fitness for any particular use or application. r' YORK'iNTERNA-nONAL CORPORA'lION. March 15, 2002 Mr. Marlo Ghizzi City of Santa Ana 20 Civic Center Plaza, M-11 Post Office Box 1988 Santa Ama, California 92702 Re: York OptiSpeed Variable Speed Drives (VSDs) for York Centrifugal Chillers at City of Santa gna police Department Dear Mi'. Ghlz~i, York International is pleased to provide The City of Santa Ana this proposal to replace the standard starters on the York centrifugal chillers with the York OptiSpeed Variable Speed Drive (VSD). Our scope of work is as follows: City of Santa Aha Police Department One (1) York YTH1J3E2-CRGO Centrifutal Chiller · Remove existing starter from chiller · l~umish and install one (1) York OptiSpe~d drive · Provide all i'equire labor and material for a complete installation · Perform commissioning, startup and checkout · Provide one (1) year warranty on supphed material and workmanship Our price for the above scope of work ................................................. $45,925.00 Option Oar price to perform the above scope of work on the second chiller is ........... $43,635.00 Should you have any questions, please contact me at via cell phone at 714.473.4823. Thank you for allowing York International to be of service. Drew Dammen Service Sales Representative 11165 Knott Avenue, Suite D, Cypress, California 90630 Telephone (714) 897-0997 · Fax (714) 934-4390 USA YORK® I IF Plant Summary Project [ City Of Santa Aaa York International Cost of Operation Location Existing Operation Sequence C1t-3,1,2 ] ;Jan# [ FebS ] Mars ] Apr# ]MayS [ Jan# [ JulS I AugS ] SepS [ Oct# [ Nov# ] DecS /lultiple Chiller Plant (Alternate 1) Chiller System #1 6533 5810 6410 _6383 6897 7168 8023 8083 7712 7450 6616 6477 Chiller System #2 12190 11695 13228 13451 14419 14807 16964 16466 15738 15371 13736 1302~ Chiller Systcm #3 { 01 0[ 01 01 0[ 0[ 01 01 0t 01 01 C ~lultiple Chiller Plant (Alternate 2) Chillcr System #2 12190 11695 13228 )3451 14419 14807 16364 16466 15738 15371 13736 13026 ~-'hillex System #3 0 0 0 0 0 0 0 0 0 0 0 0 ~lultiple Chiller Plant (Alternate 1 Chiller System #1 83561 802263 401i 0.662 kW/ton Chiller System #2 170492 1559650 3899 0.695 kW/ton Chiller System #3 __ 0 00 0.000 kW/ton .Total: (~254053 '~ 2361913 23621 0.678 kW/ton ~ultiple Chiller Plant (Alternate 2' ~ Chiller System #1 83561 802263 401 0.662 kW/ton Chiller System #2 170492 1559650 3899 0.695 kW/ton Chiller System #3 .~.--~.~ 0 0 0.000 kW/ton ' . : Total: (~254053 t 2361913 2362 0.678 kW/ton Unit Folder: POLICED Page 1 of 1 Printed: 3/19/02 IYORK Plant Summary York International Cost of Operation Project City Of Santa Ana Loca6on Sequence CI1-3,1,2 w/VSD on CH-1 I Jaa$ t Feb$ I Mars f Apr$ I Mays I Jnn$ I Jul$ f Aug$ I SepS I Oct$ I Nors f ]Dee$ /Iultiple Chiller Plant (Alternate 1) Chiller System #2 12190 116951 13228 13451 144191 148071 16364/ 16466} 157381 15371} 137361 130 Chiller Syatcm #3 [ 0[ 01 0] -dultiple~Chiller Plant-{Alternate 2) Chilier System #2 8452 8158 9250 9549 10406 10959 12499 12614 12003 11431 9882 9127 L'hiller System #3 [ 01 0[ 0[ 0[ 0] 01 0[ 0[ 01 01 o1 o ::. ] ' Total Cost $ ] Ton Hours : [ Equiv. Full Load Hours ] SPLV dultiple Chiller plant (Alternate 1 ' ' ' Cailler System gl 83561 802263 4011 0.662 kW/to~ Cailler System #2 170492 1559650 3899 0.695 kW/toe Chiller System #3 ~ 0 0 0.000 kW/toe · : Total: ~ 2540~5~ ~ 2361913 2362 0.678 kW/ton ~lultiple Chiller Plant (Alternate 2 Chiller System gl 83561 802263 4011 0.662 kW/ton Chiller System #2 124330 1559650 3899 0.501 kW/ton Chiller System #3 ~ -... 0l 0 0 0.000 kW/ton · Total: ( 2078911 '~ 2361913 2362 0.582 kW/ton Unit Folder: POLICED Page I of I Printed: 3/19/02 YORK® Plant Summary York International Cost of Operation Project . City Of Santa Aha Location I Sequence now CH-1,3,2 w/VSD on CHq dultiple Chiller Plant (Alternate 1) Chiller System #1 6533 5810 6410 6383 6897 7168 8023 8083 7712 7450[ 6615] 6477 Chiller S~stem #2 12190 11695 13228 13451 14419 14807 16364 16466 15738 15371 137361 13026 Chiller S~stem #3 0 0 0 0 0 0 01 0 0 0 0 0 -~ultiple-Chlller Plant.(Alternate 2) -- ..... ~ ........ z_ Chiller S~tem #2 42 43 57 71 43 29 269 239 454 326 215 [ 70 C~Zer S:~t~m #3 I OI Of 01 O] 01 01 01 O[ 01 0! 01 0 [ Total Cost $ : I Ton HoUrs I Equiv. Full Load Hours [ SPLV ~lultiple ChUler Plant (Alternate 1 Chiller System #I 83561 802263 4011 0.662 kW/ton Chiller System #2 170492 1559650 3899 0.695 kW/ton Chiller System 03 0 0 0 0.000 kW/ton i: '7 Total: ~' 54~' > 2361913 2362 0.678 kW/ton ~lultiple Chiller Plant {Alternate 2--~'-'~ ' : Chiller System #1 17557C 2344077 5860 0.466 kW/ton Chiller System #2 185~ 17836 89 0.659 kW/ton Chiller System #3 ~ C 0 0.000 kW/ton Total: ( 177430 ~ 2361913 2362 0.469 kW/ton Unit Folder: POLICED Page 1 of 1 Printed: 3/19/02 YORK Plant Summary York International Cost of Operation City Of Santa Aha Location Sequence now CH-1,2,3 wfVSD on CH-1 dultiple Chiller Plant (Alternate ! Chiller System #1 Chiller System #2 Chiller System//3 Total: dulllple Chiller Plant (Alternate 2 Chiller System #1 Chiller System #2 Chiller System #3 Total: Total C0st $ :[ TOn Hours 83561} 802263 170492] 1559650 :Equlv.FullLoadHours I :: SPLV 40111 0.662 kW/ton 38990 0.695 kW/ton 0.000 kW/ton 2362 0.678 kW/ton (1-77845.~] ' ) 2361913 2362 0.470 kW/ton Unit Folder: POLICED Page 1 of I Printed: 3/19/02 YORK Plant Summary York International Cost of Operation r Pmject L~cafion · City Of Santa Aha Sequence now CH-1,2,3 W/VSDs on CH-1 & CH-2 ~lulfiple ChlUer Plant .(Alternate 1 Chiller System #1 83561 802263 4011 0.662 kW/rrm Chiller System#2 170492 1559650 3899 0.695 kW/ton Chiller System//3 0 0 01 0.000 kW/ton ~ ' ~' ' i 'i hTOtal:~ ( 25~05~ ~ 2361913 23621 0.678 kW/ton ~ultipie Chiller Plant (Alternate 2 ~ Chiller System #1 174869 2335159 5838 0.467 kW/ton Chiller System #2 2390 26754 67 0.565 kW/ton Chiller System #3 .~ 0 0 0.000 kW/ton · ·: Total: //177'3591') . 2361913 2362 0.468 kW/ton Unit Folder: POLICED Page 1 of I Printed: 3/19/02 Attachment D Ashrae 55, summary Air Conditioning Heating and Ventilation ASHRAE 55 Ambient comfort levels Air conditioning systems that are properly installed, calibrated and maintained, should generally provide adequate comfort. Comfort, however is subjective and depends on a number of factors, including but not limited to personal physical conditions, system operation, outside weather temperature, humidity, and ioar quality. ASHRAE 55 indicates a normal temperature range for comfort between 68 and 75 degress f. Generally, a building temperature is at approximately 70-72 F; this range is considered the nuetral range. With this range the follow scale has been developed to gage the comfort level in the working environment. +3 Hot +2 Warm +1 Slightly Warm 0 Neutral -1 Slightly Cool -2 Cool -3 Cold When assessing an area where discomfort is an issue; after an initial review of that the room temperature is set according to the requirements established by the ASHRAE guidelines, verification with the occupants is suggested to determine the level of deviation from the neutral zone. MG June/7/2002 Attachment E Energy management communications plan 0 0 Z 0 C) Z (_9 Z Z X Attachment F General Electrical GE T8 Watt-Miser, Ultra L GE T8 Watt-Miser~WM/XL Fluorescent Lamps & Electronic ULTRA Ballasts. The most significant energy saving advancement in linear fluorescent technology in 25 years. GE T8 ULTRA Systems GE T8 and T8XL WatbMiser® Fluorescent All 4 foot T8 Watt-Miser and T8 Watt Miser XL lamps can instantly reduce your lighting energy costs by 6% compared to a standard F32T8." Combined with GE's ULTRA ballasts, the system delivers up to 11% in energy savings vs. a standard T8 System' or up to 40% vs. a T12 Watt-Miser system. All this without sacrificing light output, life" or lumen maintenance, and providing the ecological benefits of being Iow mercury TCLP compliant. The 8 foot F96T8 Watt-Miser XL provides an instant 5% energy savings over a standard F96TS". · Reduce oi~erating costs · Lower maintenance expenses · Generate additional I~ositive cash flow · Decrease energy demand · Improve quality of light. Applications: Offices Hospitals Schools Retail Universities Manufacturing Plants Hotels Warehouses NEW (;E T8 ULTRA Systems GE Electronic ULTRA Ballast With efficient 18 s 11sts ~ith n~ the Uk~RA ction of ctronic ULTRA Ballast, the most energy industry, GE can you a new Total Performance le. tt-Miser lamp, it is the most energy )to 5% more efficient than standard* T8 electronic ;s, and when combined with the new GE T8 Watt-Miser lamp, save an astounding 11 watts per fixture, or 11%'! (see chart) ~rovides less than 10% THD and is designed with GE's Six Sigma quality raked up with a 3 year lamp"/5 year ballast GE's ULTRA System Enerov Savinos on a typical 4-1amp T8 fixture. Total Performance System warranty. It's the ULTRA choice IIsi want to make. !' comparable ballast factor *IS Ballast B4321 and GE F32TSSP35 GE T8 ULTRA Systems Cost of Light How much can I save in energy costs? Example: Northeast Retailer Relamp · 100 stores · 125 fixtures (4 lamp) ........ · 12¢ KWH · Wants energy savings and I.ong life (TSWMXL) Calculation: .............................. 100 stores x 125 fixtures x 4 lamps/fixture x $6.00 = $300,000 energy savings over lamp life. 4 FOOT- F32T8 & F32T8XL Watt-Miser Single Lamp Relamp RWH Rate $ 0.06 $ · $ 0.08 $ $ 0.10 $ · .$ 0.12 $ 0.96 $ 0.20 $ $ 3.50 4 Lamp System Retrofit 11 watts saved RWX Rate $ 0.06 $ 2.64 $ 0.08 $ 3.52 $ 0.10 $ 4.40 $ 0.12 $ 5.28 $ 0.20 $ 8.80 $ $ 9.63 $ 11.56 $ 19.27 The ULTRA solution to reduce your total cost of light. 3% 8 FOOT- F96TSXL Watt-Miser 2 Lamp Relamp O.08 $ I.~ 0.08 $ 1.92 $ 0.10 $ 2.40 $ 0.12 $ 2.88 $ 0.20 $ 4.80 2 Lamp System Retrofit !1 watts saved KWH Rate $ 0.06 $ 2.64 $ 3.63 $ 0.08 $ 3.52 $ 4.84 $ 0.10 $ 4.40 $ 6.05 $ 0.12 $ 5.28 $ 7.26 $ 0.20 $ 8.80 $ 12.10 $ 3.15 $ 8.64 $ 4.20 $ 11.52 $ 5.26 $ 14.40 $ 6.31 $ 17.28 $ 10.52 $ 28.80 GE 4 foot T8 Watt-Miser Fluorescent Data · 6% energy reduction · Starcoat technology - 94% lumen maintenance - 82 CRI SP30/SP35; 81CRI SP41 · Same life and light output as standard T8 and TSXL lamps~ · TCLP compliant · Available in standard and long life GE 8 foot T8XL Watt-Miser Fluorescent Data · 5% energy reduction · Starcoat technology - 94% lumen maintenance - 82 CRI S730/SP35; 81CRI SP41 · Same life and light output as standard T8 XL lamps~ Specifications TBWatt-Miser Lamp Specifications: 4 Foot '~.':%~': 5 ~ .' i.~.:." Product Code Nominal MOL CRI/Color Lumens Bated Life Case Description Watts IN. Temperature._ Initial Mean @ 12hfs/start Oty __ 48277 F32TS/SP38/IS/WM/ECO 30 48 82 @ 3000 2875 2700 20000 36 48278 F32T8/SP35/IS/WM/EC0 30 48 82 @ 3500 2850 2675 20000 36 48279 F32TS/S P41/IS/~NM/EC 0 30 48 81 @ 4100 2825 2650 20000 36 48521 F32TSXI~S P30/IS/WM/EC 0 30 48 82 @ 3000 2825 2550 25000 36 48522 F32TSXL/S P35/IS/WM/EC O 30 48 82 @ 3500 2800 2625 25000 36 48523 F32TSXLJSP41/IS/WM/ECO 30 48 81 @ 4100 2775 2600 25090 36 T8 Watt-Miser Lamp Specifications: 8 Foot .]~,<~ Pr Nominal MOL 0~duct Code Des_c_ri~tion Watts IN.  48524 F96TS/XIJS Pa0/WM 57 96 ~8525 F96TS/XL/SP35/WM 57 96 82 @ 3500 5800 5450 24000 24 CRI/Color Lumens Bated Life Case Te~m~erature Initial Mean @ 12 hrs/stad Oty 82 @ 3000 5850 5509 24000 24 F96T8/XL/SP41/WM 57 96 81 @ 4100 5750 5400 24000 24 GE ULTRA Ballast Data: For any F32TB, F32TB/U, FZSTB. F~TT8 Input Watts Input Watts Product Code Descriptip_n_ # Lamps _ Input Volts Ballast Factor F32TS/IS/W~ F32T8 Case Qt 47514 B2321120EIJUItra 2 120 0.78 45 48 10 47515 B2321277E[./Ultra 2 277 0.78 45 48 10 47516 B3321120Et/Ultra 3 120 0.78 67 73 10 47517 B3321277EL/Ultra 3 277 0.78 66 73 10 47518 B4321120EL/Ultra 4 120 0.78 89 96 47519 B4321277EL/Ultra 4 277 0.78 88 95 47520 B2321120HE/Ultra 2 120 0.88 52 55 10 47521 B2321277HE/Ultra 2 277 0,88 52 55 10 47523 B3321120B~lt[a. 3 120 0.88 77 83 10 ~17524 B3321277HFJUI~f~;~ '% 3 277 0.88 76 82 10 47525 B432]120HE/Ultra .... 4 120 0.88 102 108 10 47527 B4321277HE/Ultra "-~'4 L_... 277 0.88 101 107 10 10 10 GE ULTRA Ballast Data: FotF~T8 Input Wat~' Product Cede Oescr~tion # Lamps Input Volts Ballast Factor FeGTB/XLANM F96T8 Case Qty. 47528 B2591120HE/Uitra 2 120 .88 102 Ill 6 47531 B2591277HE/Ultra 2 277 88 100 109 6 System Performance Comparisons Waft-Miser 1'12 {CW) 4' Fluorescent 2-Lamp System Performance EM Energy~§ Rapid Start Low Power{L) Normal Watts:74 Watts:64 BE 0,9(1 BF: 0.86 Not Available Not Available Ught: 100% IJght: 96% RLPW: 100% RLPW: 110% ULTRA- N _ ULTRA.~ L Not Available Not Available Watts:69 Watts:63 Watts: 51 Watts: 58 Watts: 55 Watts: 48 F32T8 & F32q'g/XL {SP) BF: 0.88 RF: 088 BF: 0.78 BF: 088 BF: 0.88 BF: 078 Waits: 48 Waits: 54 Watts: 52 Watts: 45 F32TR/WM ULTRA & XL (SP) Not Not BF: 0.79 BF: 0.88 BF: 0.88 RR 0.78 ~ecornmended Recommended Ught 102% Ught 115% Ught 115% Ught 102% RLPW: 157% RLPW: 157% RLPW: 163% RLPW: 167% 4' Fluorescent 3-Lamp Svstem Performance EM Enerqy Savi~n.q Rapid Start Low Power(L) Normal ULTRA - N ULTRA - L Watts; 117 Watts: 93 Waft-Miser T12 ~CW) BE 0.91 BF: 0.s& Not Available Not AvailaDe Not Available Not Available 4' Fluorescent 4-Lamp System Performance EM Energy Saving ~apid Start Low P~wer{L) Normal ULTRA- N ULTRA- L Waits: 148 Watts: 128 Watt-Miser TI2 (CW) BF:09O BEO.~ Not Available Not Available Not Available Not Available 8' Fluorescent 2-Lamp System Pedormance Standard EM EM IObsolete) Energy Saving Low Power{L) Normal High Light ULTRA-N Light 122% Li~ 12~%~ Ught 114% Note: Lighl refe~ to "mean" lumen output relative to F96T12WM SP35 on high efficiency EM ballasts. RLPW is mean system Lumefls/Wati Note: EM refers to electromagnetic ballasts. Note: WaRs shown at 277 volts retative to Fg~T12WM SP35 on high efficiency EM ballasts GE Lighting Printed in USA 70600 Attachment General Electrical UltraMax Electronic Ballasts L. GE Lighting TRANSFORMING rHsPOWERo~ LIGHTTM BREAKTHROUGH TECHNOLOGY THAT DRAMATICALLY IMPROVES EFFICIENCY, SIMPLIFIES INSTALLATION ANO DELIVERS OPTIMAL LAMP PERFORMANCE. ELECTRONIC E~ALLAST GE revolutionizes lighting again with new, I reakthrough technology. In the GE labs, our engiqeers have developed a new breed of ballasts to make lighting systems that save more energy, are more adaptable, and deliver optimal lamp performance. The innovative, patented technology in our new UltraMax electronic ballasts exceeds Multi- Arc-Guard Xtreme expectations, and is like Voltage Protection Efficiency nothing else available. Control MultR/oltage technology means a High efficiency Asingle UltraMax model handles delivers up. to 40% Voltage from 120 through 277. energy sarongs. UltraMax Ballasts can virtually "read" the incoming Ballasts are the new frontier of voltage and adapt automatically to any voltage from 108V to 305V The benefits of Multi-Voltage Control (MVC) are obvious: · Fewer models handle more jobs, eliminating inventory hassles. _~. -~ One palented GE ballast handles 120V to 277V · MVC simplifies irradiation and eliminates guesswork al~.the job site. · MVC compensates far incoming voltage fluctuations or variations from unreliable power. UltraMax is the only full line of T8 ballasts with a UL Type CC Anti-Arc Rating. UL Type CC Rating is a stringent designation of protection against arcing in electrical devices. GE's Arc-Guard design eliminates the damaging effects arcing can have on lamps, ballasts and sockets. energy efficiency. Systems combining UltraMax electronic ballasts and TS/WM lamps can deliver up to 40% energy savings over standard electromagnetically ballasted T12 systems. Since energy costs are typically 80% of the overall cost of light, a more efficient system can pay for itself in a very short time and provide an excellent return on investment. UltraMax is ultra lamp friendly. With an industry Iow lamp current crest factor [LCCF) of 1.4, UltraMax ensures optimal lamp operation and maximum lamp life, which can save on lamp and maintenance costs. COMPARE THE ENERGY USE OF A THREE LAMP FIXTURE O STANDARD T12/WM SYSTEM O STANDARD ELECTRONIC T8 SYSTEM ~ ULTRAMAX L SYSTEM WITH GE T8 WATT MISER Active Current Regulation (ACR) technology is a patented advantage. UltraMax's patented ACR modular design means individual inverter modules regulate the output current to each lamp. So, unlike conventional ballasts, if one lamp fails, the remaining lamps are not forced to operate at a higher current. This ensures optimal lamp performance. Anti~triation Control for better light quality, with no striations. ~ltraMax is the only line of T8 ballasts with Anti- ~triatioq Control. This advanced technology ~liminates the maintenance issues caused by striating lamps, often referred to as spiraling or swirling. This provides a flicker- and worry-free environment. Fully parallel independent lamp operation makes systemea_~_~er to maintain. If one lamp fails, all the others in the syste~-~a~lit. That means system maintenance is easier to manage. Every unit is tested and proven before it's shipped. GE does 100% burn-in on every UltraMax ballast using our extreme open/short test, which simulates undesirable and harsh-use situations, so you are assured of a system you can rely on right out of the box. GE Six Sigma quality backed by a full 5-year warranty. UltraMax is designed by GE's expert engineers and custom-manufactured to our exacting Six Sigma specifi- cations, all backed by a full 5-year warranty. And, when used with GE T8 lamps you get our Total Performance SystemTM warranty, covering both lamps and ballasts, so you k~.:,... you are making the right choice. UltraMax is ultra~ool. UItraMax's high efficiency design results in ultra-cool operation that can provide additional AC energy savings, especially during peak demand periods. A big idea in a small package. The UltraMax housing is smaller, lower-profile and lightweight. That can be a big help in retrofits. It also means future fixture designs can be more compact ~and streamlined. SIX SIGMA QUALITY A FULL FAMILY OF HIGH EFFICIENCY oMULTI-VOLTAGE BALLASTS FOR ALL T8 APPLICATIONS. The Low watt option for Max energy savings. With a ballast factor of .77, the L line is the most energy efficient choice. It provides adequate illumination for most applications. For 1, 2, 3, and 4 T8 lamps in 2', 3', and 4' lengths. The Normal light option balances efficiency and illumination. The most-used type of ballast, the N line saves energy without sacrificing lumens. A ballast factor of .87 meets most application needs. For 1, 2, 3, and 4 T8 lamps in 2', 3', 4', 3nd 8' lengths. ULT~ H The choice for High light output. With a ballast factor of 1.15, UltraMax H delivers the most lumens for maximu~Lig~h~t or when you want mo~'e savings using f~¢~..lamps. This is the first high-efficiency high-ligtrt' output line for 2, 3 and 4 T8 lamps. See for yourself how different UltraMax ballasts · For a 2 Lamp F32T8 System at 277V Safety · No PCBs · UL Listed - Class P, Type 1 - Type CC Type HL (Hazardous Location] Application Information · Minimum Starting Temperature: O°F, 18°C · Maximum Ambient Temperature: 105°F, 40°C · Sound Rated A o RemoteMounting: 18' maximum lead leng 18 AWG · High Frequency Lamp Operation: Above 60 kHz Physical Parameters [Except for the 4H model] Length: 9.50 in. Width: 1.70 in. Height: 1.2 in. Weight: 1.4 lbs. 13 UltraMax L. N and H u .... :els can replace more than 40 conventional electronic ballasts. System Performance Comparison Matrix Compare the overall performance of a GE UItraMax system to conventional lamp and ballast systems. 2-Lamp System Performance 4' Fluorescent Electromagnetic E.S. Rapid Start Low Power (L) Normal UltraMax L UlttaMax N UltraMax H Watt-Miser T12 (ON) Watts: 74 Watts: 64 Not Available Not Available Not Available Not Available BF: 0,90 BF: 0.86 Light: 10~% Light: 96% RLPW: 100% RLPW: 110% Not Avairable F32T8 & F32TS/XL (SP) F32TS/WM ULTRA & XL (SP) Not Recommended 3-Lamp System Performance 4' Fluorescent Watts: 69 Watts: 63 Watts: 51 Watts: 58 Watts: 48 Watts: 63 Watts:73 OF: 0.88 BF: 0.88 BF: 0.78 BF: 0.88 BF: 0.77 BFi 0.87 BF: 1.15 Light 116% Light 116% Light: 103% Ught: 116% Light: 102% [~ ~1i5% Light 152% RLPW: 125% RLPW: 137% RI2W: 149% RLPW: 148% RLF~/: 157% : gLP~, 160% RL,°W: 154% Not Watts: 48 Watts: 54 Watts: 46 Wat~ ~2 ; Watts: ?0 Recommended BF: 0.78 8F: 0.88 8F:0.77 ~O~8[ BF: 1.15 Light: 102% Light:. 115% Light: 100% Ught:/U3%, Light: 150% RLPW: 157% RLPW: 157% RLPW: 161% Rt.[~/: ]6~% RLoW: 158% Electromagnetic E.S. Rapid Start Low Power (L) Normal UltraMax L UltraMax N UltraMax H Watts: 117 Watts: 93 Not Available Not Available Not Available Not Available Not Available BF: 0.91 BF: 0.86 Ucjht 100% Light: 95% RLFW: 100% RLPW: 119% WaU-Miser T12 (ON) ~2T8 & F32TS/XL (SP) Wa~: 105 Watts: 93 Watts: 77 Watts: 87 Watts: 72 Watts~ ~0 Watts: 109 OF: 0.88 BF: 0.88 BF: 0.78 BF: 0,88 BI:: 0.77 BF: 0.87 BF.' 1.15 Light: 115% Light: 115% Light: 102% Ught: 115% Ught: 101% ~ht: 1i4% Ught: 150% RLPW: 128% RLPW: 145% RLPW: 155% RLF~/: 155% RLPW: 163% RLPW: 166% RLPW: 161% F32TS/WM ULTRA & XL (SP) Not Not Watts: 72 Watts: 81 Watts: 68 Watls: 77 Watts: t04 Recommended Recommended BE 0,78 BF: 0.88 BF: 0.77 ~:0.87 BF: 1.15 Light: 101°/0 Light: 113% Light 99% ~ht: 112% Light 148% R L,°W: 163% RLPW: 164% RL,°W: 171% P,L~a/! i70% RLPW: 167% 4-Lamp System Performance 4' Fluorescent Electromagnetic E.S. Rapid Start ~'-l:oW- ~P.j~._er L No~mal U~aMaxL Watt-Miser T12 (ON) Watts: 148 Watts: 128 Not Available Not Available Not Available BF.' 0.~0 BF: 0,86 Light: 100% Light: ~6% RLPW: 100% RLPW: 110% F32T8 & F32TS/XL (SP) Watts: 138 Watts: 120 Watts: 100 Watts: 114 Watts: 96 BF: 0.88 8F: 0.88 BF: 0,78 BF: 0.88 BF. 0.77 Light: 116% Light: 116°/0 Light: 103% Light: 116% Ught: 102% RLPW: 125% RLPW: 143% RLPW: 152% RI~: 151% RU>W: 158% F32T8/WM ULTRA & XL (SP) Not Not Watts: 95 Watts: 107 Watt~ gl Recommended Recommended BF: 0.78 BF: 0.88 BF: 0.77 Ught 102% Light: 115% Ught 10~% RLPW: 158% RLPW: 159% RLPW: 163% Not Available T8D % ~ TeD Light refers to "mean" lumen output relative to highlighted T12 Electromagnetic ES. (energy saving) ballast systems. ~qLPW is mean system Lumens/Watt edative to highlighted T12 Electromagnetk ES. (er~rgy saving) ballast systems. .~,Vatts shown at 277 volts. Ordering Guide and System Wattage There's a combination of GE UltraMax ballasts and T8 lamps that can make virtually any lighting system perform better. The chart below lets you see for yourself. GE UltraMax Ballasts F32T8 Input Watts F32T8~/M Input Watts Units Product Description Input Input Iff Fixture° Input in Fixture~ Per Code Voltage Watts* Open Enclosed Watts~ Open Enclosed Case 49706 ~GE-132-MAX-UUItra Multl-Volt 120 25 24 24 24 23 23 10 277 25 24 24 Z4 23 23 49707 GE-232-MAX-L/Ultra Multi-Volt 120 48 48 47 4~ 46 45 10 277 48 48 47 46 46 45 49708 GE-332-MAX-UUItra Multi-Volt 120 73 72 71 69 68 67 10 277 72 71 70 68 67 66 49709 GE-432-MAX-UU~a Multi-Volt 120 97 95 93 92 90 88 10 277 96 93 92 91 89 87 ~49~]',. GE-232~AX-IiluItra: Mu~Volt f2054 59 53 52 Sl 10 '~! GE:~32:MAX-N/UII~a: M~lti!Volt' i~~) 82 80 78 78' ~4 10 I , 277 80 78 77 77 75 73 277 107 103 101 103 99 97 49775 GE-232-MAX-H/Ultra Multi-Volt 120 74 71 69 71 69 67 10 277 73 70 68 70 68 66 49776 GE-332-MAX-H/Ultra Multi-Volt 120 111 105 102 106 102 97 10 277 109 103 t00 104 100 96 49777 GE-432-MAX-H/Ultra* Multi-Volt 120 TBD TBD TBD TBO TBD TBD 10 277 TBD TBD TBD TBD TBD TBD GE UltraMax Ballasts F96T8 Input Watts F96T8/WM Input Watts Units Product Description Input Input In Fixture Input In Fixture Per Code Voltage Watts' Open Enclosed Watts' Open Enclosed Case GE,159-MAX-N/Ultra* Multi,Volt ~20 TBD TBO TBO I TBD TeD TBD 1 t0 i: i 277 T~D TBO I TBD ITBO TBD :TBD 49767; G£;259MAX,NiU~a* Muiti-V°it i20 T~D TBD ITeO !']'BD TBO il'BO 10 , , TBD TBD TSD :)TBD ~ 'rSD I Lighting TRANSFORMING r sPOWER LIGHTTM GE Lighting Web Center GE is taking the lead in developing innovative uses of e business technology to provide to you product and apptication information that can help you achieve your business goals. From interactive catalogs that deliver lamp and system performance information to Design Wizards that help in lamp and ballast selection and appli(ation, GELighting corn is the lighting site you will want to visit frequently wv~v GELighting corn 16233 (1/03) Pdnted in the USA Attachment H List of Air Handling Units by Building City of Santa Aha Santa Ana, CA Scope: REPLACF, ALl, AItU MOTORS, NEW X/F )'S. nEx~X.' IrAN BEI,TS, NEx.¥ SIIEA's, ES ANAI,X~ SIS INCLI!DED BOTH TIlE MO'[OR & YFD'S Existin AHU, Motor Schedule & }os Conservation Measure (ECM) VSD & DD- Unit Service Replace SF & RF VAV Building ID No. Location ECM Strategy with High Eft. Motor, belts Conversion, ret boxes Arca=l 1 1,000 sf HaLL AH 9 6th VAV conversion, VSD, City of Santa Aha Santa Ana, CA Main Library REPLACE ALL AtlU MOTORS, NEX X FD S, NE~$ F&N BEI.TS, NE~ SHEA~ ES Existin i AHU, Motor S Conservation Measure Unit Service Replace SF & VSD & DD- Building ID No. Location System ECM Strategy RF with High VAV Eft. Motor, belts Conversion :Area=41,950 sf VAV conversion Main Libra~j AH-Lib I Basement MZ VSD. new yes yes motors, cog belts VAV conversior Main Libra~ AH-Lib 2 Basement MZ VSD, new yes yes Main Libra~ AH-Lib 3(new) 1 st Floor CAV new motors, c~ EXHIBIT B CONTRACTOR'S GUARANTEE Section 1. ANNUAL GUARANTEE Contractor guarantees that the Actual Annual Savings generated from the date hereof will be equal to the Annual Debt Service plus the Cost of the TSP inctwred by the Customer. Ifthe Actual Annual Savings for any Annual Period is less than the Annual Debt Service plus the TSP, there is a Shortfall. In the event of a Shortfall, the Contractor shall pay to the Customer the difference between the Actual Annual Savings and the Annual Debt Service plus the Cost of the TSP for that Annual Period. Contractor shall make said payment within 10 days notification of a Shortfall. The Methodology for determining savings is set for in Exhibit D attached hereto and incorporated herein by reference. The Annual Guarantee is subject to a condition precedent that the Customer enter into and maintain, during the entire term of the Contract, the Technical Support Program. If the Customer fails to enter into, breaches, cancels, or otherwise causes the termination of the Technical Support Program this Annual Guarantee shall terminate. Section 2. PROJECTED SAVINGS. The projected saving amounts are set forth in Exhibit D attached. Section 3. GUARANTEE ACCOUNTING: Contractor shall prepare an aunual reconciliation statement sixty (60) calendar days following the conclusion of each annual period covered by this Agreement in order to determine whether Actual Annual Savings for the each year will result in a Shortfall. Contractor will have 90 days to cure a Shortfall. Section 4. ENERGY & OPERATIONAL DESIGNATED SAVINGS. The Customer and the Contractor agree that the Operational Designated Savings (as detailed in Exhibit D, Table 2 (a) and 2 (b)) will be set upon execution of this Agreement. Said Energy and Operational Savings will be used during the entire duration of this Agreement in the calculation of Actual Annual Savings. Section 5. CHANGES THAT MAY AFFECT GUARANTEE For the purposes of this section the following definitions shall apply: Energy consuming equipment means computer's, copiers and / or mechanical/electrical devices related to normal business operation requiring electrical power for operation (including lighting). Business Conducted means major changes in operational environment as it relates to increased or reduced energy consumption (i.e. leasing City owned space to private industry, relocating existing City departments to new facilities, etc.) Occupancy and Contractor's Hours of operation means Customers normal business hours of operation for City staff within Cities facilities. The Customer will notify Contractor in writing within thirty (30) calendar days of: Any major changes to energy consuming equipment, operating schedules, business conducted, occupancy, or Contractor's of operation; Any major malfunctions, failures and related changes in energy consuming equipment; Any major damage to, destruction of, or condemnation of the Work. Any Major changes as agreed to by both parties will be used of the Actual Annual Savings in event of dispute. The Customer upon request of Contractor, will provide copies of requested utility bills within thirty (30) calendar days of request by Contractor. The Customer shall submit said utility bills to Contractor within 30 days of actual receipt of each from utility provider. Said bills may be transmitted in electronic format to an individual as designated by Contract. Section 6. REMOTE ACCESS. The Customer will provide remote access, through the Contractor Insight software package or otherwise, subject to reasonable security provisions on Customer's behalf to insure database and operating system integrity, as Contractor reasonably requests. Insight software is the product used for the automation systems controls for buildings and other facilities. The cost for Insight Software is included in the automated systems controls portion of the job scope of this Agreement. The Customer shall receive standard software release/version upgrades of Insight at no cost to the Customer for the entire term of this Agreement. Section 7. DISPUTE RESOLUTION REGARDNG SAVINGS CALCULATIONS. Any disputes concerning the calculation of the Annual Energy Savings will be resolved by a third party professional engineering firm acceptable to the Parties. Parties agree to split the cost of said engineering firm, each paying for half the cost. Final resolution of the dispute will be rendered not less than 90 days of selection of firm. EXHIBIT C TECHNICAL SUPPORT PROGRAM Section 1. SCOPE OF SERVICES Contractor agrees to provide a comprehensive Technical Support Program to maintain energy conservation measures and services as set forth in this Agreement. Contractor shall provide the comprehensive Technical Support Program service in Customer Facility's listed in Exhibit A. Section 2. TERM. This Technical Support Program (TSP) shall remain in effect for an original term of eleven (11) consecutive one (1) year terms beginning at the inception of the energy service performance contracting program. The TSP may be terminated in whole or in part with thirty (30) days written notice by either party. Termination of the TSP will void the guarantee as set forth in Exhibit B. Section 3. PAYMENT The Customer agrees to pay Contractor as set forth in the schedule below for the TSP. The payments are due annually on or before the dates set forth below. Annual Period Payment Amount Year 0 $48,885 Year 1 $50,107 Year 2 $51,360 Year 3 $52,644 Year 4 $53,960 Year 5 $55,309 Year 6 $56,692 Year 7 $58,109 Year 8 $59,562 Year 9 $61,05 t Year 10 $62,577 Total: $610,254 Payment by Customer shall be made within thirty (30) days following receipt of proper invoice evidencing work performed, subject to the above table and Customer accounting procedures. Payment need not be made for work that fails to meet the standards of performance set forth in this Agreement which may reasonably be expected by Customer. If emergency service is performed at Contractor's request and inspection does not reveal any defect for which Contractor are responsible under this Agreement, Customer shall be charged at Contractor's prevailing rates. Service that is performed with Contractor's authorization on equipment not covered by this Agreement shall be charged and paid by Customer at Contractor's prevailing rates. Section 4. SCOPE OF SERVICE A. System Performance Upgrades 1. Firmware Upgrades. Contractor will provide access to new field panel firmware technology and documentation equivalent to a new system incrementally applied. Customer will benefit from improved building operation, while extending the life of Customer's HVAC Control System investment. Contractor will provide Customer with firmware and documentation updates to Contractor's field panels upon development. Onsite training will familiarize Customer with the new features and their associated benefits. These updates deliver the benefits of Contractor's commitment to compatibility by design, a commitment unique in Contractor's industry. Field panels included under this service are identified in the Service Coverage Report. 2. Technical Support Services. Optimizing Customer I-IVAC Control systems, its critical impact on Customer's enterprise, and the sophisticated level of the in-house staff points to the need to provide more customized support during each of Contractor's visits to Contractor's location. Contractor will visit Customer facilities based upon the schedule listed in the service coverage report. During these visits, Contractor will focus Contractor's efforts on those support services that Customer determines are of the highest priority at that time of the visit. B. Automation Controls Analysis & Optimization (Semi-annual). Automation controls can drift out of calibration with changes in mechanical component performance characteristics, building use, and climatic conditions. Contractor will analyze and optimize automation controls in accordance with a program of standard routines as determined by Contractor's experience, equipment application and location. Through Automation Controls Analysis & Optimization, Contractor will extend equipment life, reduce energy consumption, and reduce the risk of costly and disruptive breakdowns. C. Business Protection & Recovery Services safeguards Contractor's HVAC Control System's vital databases of business information from unforeseen and costly catastrophic events (lightning strike, electrical power surge, flood, physical damage, etc.). Contractor will back-up Customer's workstation software, graphics and field panel databases, and provide safe storage of this critical business information. Should a catastrophic event occur, Contractor will respond onsite to reload the databases and system files from Contractor's stored backup copy. D. Repair & Replacement Services (Labor & Material not Included). To reduce the effects of unbudgeted repairs, Contractor will repair or replace failed or worn components to maintain Contractor's system in peak operating condition. Components that are suspected of being faulty may be repaired or replaced in advance to prevent system failure. Service will apply to all Siemens controls installed under this contract. E. Software Analysis & Optimization ensures that HVAC Control System application programming changes made by Contractor's staff are clear and consistent. Contractor will address PPCL programming errors, any failed points, points in alarm, or points in operator priority. This will increase system efficiency, assure compliance to specified conditions, and reduce the risk of costly and disruptive system problems. Using a combination of onsite visits and Contractor's Powerful Online Support Technologies (POST), Contractor will perform this service per the frequency noted in the Service Coverage Report. Contractor will furnish and install the necessary online service technology to enable us to remotely dial into Contractor's HVAC Control System, through a dedicated telephone line that will be provided by Customer. F. Network Analysis & Optimization (Annual). Through Network Analysis & Optimization, Contractor ensure reliable and optimized communication throughout Contractor's HVAC Control System's Building Level Network data trunks. Customer will have higher data network up-time, and when infrequent problems do occur, Customer will benefit from faster problem resolution. Using Contractor's Network Performance Diagnostic Technologies, Contractor's proactive calibration and tuning of the data network analyzes variables impacting network performance. These variables include node tables, token passes, turn speed, change of values over the network, unresolved points, and overall operation. Contractor will prepare a pre/post performance report, and present Contractor's report findings to Customer. The frequency of this service is noted in the Service Coverage Report. G. Automation Controls Analysis & Optimization (Annual). Automation controls can drift out of calibration with changes in mechanical component performance characteristics, building use, and climatic conditions. Contractor will analyze and optimize automation controls in accordance with a program of standard routines as determined by Contractor's experience, equipment application and location. Through Automation Controls Analysis & Optimization, Contractor will extend equipment life, reduce energy consumption, and reduce the risk of costly and disruptive breakdowns. The Service Coverage Report section of this proposal details the equipment included under this service, and the frequency of providing this service. H. Emergency Online Response. To provide faster response to emergency service requests and to reduce the costs and disruptions of downtime, Contractor will use Contractor's Powerful Online Support Technologies (POST), and respond online within the time frame listed in the Service Coverage Report section of this proposal (the response window is the same as Emergency Onsite Response). Contractor will furnish and install the necessary online service technology to enable us to remotely dial into Contractor's HVAC Control System, through a dedicated telephone line that will be provided by Customer. Contractor's staff and we will determine emergencies. I. Emergency Onsite Response. To reduce the costs and disruptions of downtime when an unexpected problem does occur, Contractor will provide Emergency Onsite Response upon Contractor's notification. The speed of Contractor's response and the response Contractor's of this service are listed in the Service Coverage Report. Non- emergency calls, as determined by Contractor's staff and us will be incorporated into the next scheduled service call. J. Operator Coaching. Through Contractor's individual operator coaching, Contractor will rekindle learned skills and help assure the beneficial usage of Contractor HVAC Control System applications implemented in Contractor's facility. Contractor will provide onsite coaching to Contractor's facility staff during scheduled visits, Monday through Friday 8:00 a.m. to 5:00 p.m. Contractor's system experts assist Contractor's operators in idenfifying, verifying and resolving problems found in executing the tasks for which they have received training from us. During the coaching sessions, Contractor can address log book issues, assist Contractor's operators in becoming more self sufficient, and tailor system applications to Contractor operators specific job responsibilities. K. Application & Technology Consulting. Contractor will conduct periodic on- site reviews of Contractor HVAC Control System to assure that it meets Contractor changing needs. Contractor's review will include an analysis of the HVAC Control System, as well as applicable building control technologies. Contractor will combine these reviews with a written report of Contractor's findings and recommendations, and conduct a face-to-face debriefing. Contractor's report and debriefing may include recommendations on implementing or re-enabling energy management or new control strategies. For example, Contractor may recommend returning manual to automatic mode as appropriate. Contractor may recommend adding and/or modifying applications, sensors, points, panels and/or software where needed to improve building operation and performance. L. Educational Services. Through Contractor's educational services, Customer's employees will learn how to take advantage of the HVAC Control System applications and capabilities, thus realizing a greater return on Contractor's investment. A listing of the educational services that Contractor will deliver and can be found in the Service Coverage Report section of this proposal lists. A listing of locations, dates and times can be found in the Appendix section of this proposal. Contractor will provide associated training documentation and reference materials for the students. M. Quality Assurance Meetings. Contractor will meet with Customer on a scheduled basis throughout the year to evaluate system performance and Contractor satisfaction with the quality of service that is being provided under Contractor Technical Support Program. The frequency of reviews is listed in the Service Coverage Report. Contractor also augment these meetings with periodic customer satisfaction telephone surveys of Contractor key staff members. Through these meetings, comprising a planned quality assurance process, Customer will receive quantifiable, measurable evidence of Contractor's performance and the value of the services Contractor provide. Contractor will meet with Customer on a scheduled basis throughout the year to discuss the performance of Contractor's services, Contractor technical building systems, Contractor facility, and evolving organizational objectives and strategies. Contractor will discuss recommendations for changes in the service program to better meet Contractor then current needs. Through these reviews, Contractor service support program may be fine- tuned to better meet Contractor new needs. The frequency of reviews is listed in the Service Coverage Report. Section 1. Table 1 SAVINGS TABLE EXHIBIT D Year Annual Annual Designated Annual Annual Energy Operational Utility Rebate Total Projected Guaranteed Savings Savings Savings Savings Year 0 Construction $100,000 $44,647 $105,000 $249,647 $193,885 Year 1 $311,026 $62,275 $373,301 $371,107 Year 2 $318,802 $63,832 $382,634 $380,360 Year 3 $326,772 $65,428 $392,200 $390,644 Year 4 $334,941 $67,063 $402,005 $392,676 Year 5 $343,315 $68,740 $412,055 $394,025 Year 6 $351,897 $70,459 $422,356 $395~408 Year 7 $360,695 $72,220 $432,915 $396,825 Year 8 $369,712 $74,025 $443,738 $398,278 Year 9 $378,955 $75,876 $454,831 $399,767 Year 10 $388,429 $77,773 $466,202 $401,293 (Table 1 is based on a utility escalation rate of 2.5% per year, and o ~erational savings escalation of 2.5% per year) Section 2: Guaranteed Savings Types 2.1 Guarantee Types. Option A - Main Meter Comparison, and Option B- Designated. Option A - Main Meter Comparison. This approach is intended for measurements of the whole-facility or specific meter baseline energy use, and measurements of whole-facility or specific meter post-implementation (Post) energy use can be measured. The methodology to establish baseline and Post parameter identification, modeling approach and baseline or model adjustments will be defined in the Measurement and Verification article of this Exhibit D. Periodic inspections of baseline energy usage, operating practices, and facility and equipment, and meter measurements of the will be necessary to verify the on-going efficient operation of the equipment, systems, practices and facility, and saving attainment. The predetermined schedule for data collection, evaluation, and reporting will be defined in the Performance Assurance Technical Support Program article of this Exhibit D. Option B- Designated. This approach is intended for Facility Improvement Measures where the end use capacity or operational efficiency; demand, energy consumption or power level; or manufacturer's measurements, industry standard efficiencies or operating hours are known in advance, and used in a calculation or analysis method that will stipulate the outcome. Both Customer and Contractor agree to the stipulated inputs and outcome(s) of the analysis methodology. Based on the established analytical methodology the savings stipulated will be achieved upon completion of the Facility Improvement Measures Work and that no further measurements or calculations will need to be performed. The methodology and calculations to establish savings value will be defined in the Measurement and Verification article of this Exhibit D. 2.2 Table 2A/B below itemize the components of the first year savings. The savings are outlined for each Facility Improvement Measure (FIM) being implemented. Also outlined are the energy and operational dollar savings, the energy source affected and the type of guarantee, which is being applied. Table 2A PRO,/ECTED ENERGY AND OPERATIONAL SAVINGS Projected Energy $ Savings by Guarantee Type Total FIM Fuel Type A B Savings Main Meter Designated Comparison Operational Lighting Retrofit Electric $169,557 $169,557 HVAC Electric/ $123,195 $123,195 Retrofits/EMS Chilled Controls/Motor Water/Steam Replacement Windows Electric/Gas $1,802 $1,802 Pools Gas $4,004 $4,004 Elevators Electric $12,468 $12,468 Lamp Ballast $42,278 $42,278 _ Replacement HVAC Repair $2,255 $2,255 Existing $16,512 $16,512 Siemens TSP Rolled into new TSP Unfunded 0 $0 HVAC Repair/Capital Expenses Elevator Repairs 0 $ 0 Library window 1,230 $1,230 repairs Total $292,752 $80,549 $373,301 Table 2B ENERGY AND OPERATIONAL SAVINGS BY FINFSITE Facility FIM Annual Annual Annual Annual Per Unit Annual Annual KWH Therms Chilled Steam $Cost Energy Operations Savings Savings Water Savings $Savings Savings Savings City Lighting 476,313 .$15/KWH $71,297 $14,684 Hall/Main Library City VAV 472,260 88,620 193,200 .15/KWH; $102,887 $16,512 Hall/Main Retrofit/Controls Units lbs. .29861/ Library BTU Unit CW; .0257/per lb. Steam City Elevator Motor 83,120 .$15/KWH $12,468 $0 Hall/Main Replacement Library _ Ross Lighting 93,147 .$15/KWH $13,972 $2,562 Annex Corporation Lighting 143,427 .$15/KWH $21,514 $5,927 Yard Corporation HVAC VF 29527 .$15/KWH $4,429 $1,230 Yard Motors/Controls Main New Windows 12,000 .$15/KWH $1,802 $1,230 Library New Hope Lighting 35,794 .16/KWH $5,727 $I,742 Library _ New Hope HVAC 14,088 .16/KWH $2,254 $0 Library Replacement Parks and Lighting 86,250 .16/KWH $13,800 $3,280 Recreation Parks and Sr. Center 23,375 .16/KWH $3,740 $0 Recreation HVAC Replacement Parks and Corbin Center 4,994 .16/KWH $799 $1,025 Recreation HVAC Replacement Parks and Boiler 3,633 .54/Therm $1,962 $0 Recreation Replacement Parks and Pool Cover 3,781 .54/Therm $2,042 $0 Recreation Police Lighting 308,914 .14/KWH $43,248 $14,083 Facility Police Chiller VSD 64,900 .14/KWH $9,079 $0 Facility Police 911 Isolation 0 N/A $0 $0 Facility Totals: 1,848,109 7414 88,620 193,200 $311,026 ~62,273 Units lbs. 3 The annual energy savings for each FIM has been calculated by Contractor based on the contribution of each improvement. Lighting FIM's have been designed to reduce electrical load by utilizing 3~a generation light and ballasts, General Electric Ultra. The lighting levels in each area are accomplished by an equal number of lamps having the same lumen as currently installed. Temperature comfort is based on the same current level of Minimum 70 deg F to a Maximum of 72 deg F at thermostats. (Section 3 reserved) Section 4. Measurement and Verification Plan 4.1 General Overview- (a) The purpose of the Measurement and Verification (M&V) article is to identify the methods, measurements, procedures and tools that will be used to verify the savings for each FIM. Savings were determined by comparing prior usage, consumption or efficiencies defined as the Baseline to the selected FIMs being implemented against the post FIM implementation usage, consumption or efficiencies. The Baseline usage, consumption or efficiencies is described in this Exhibit D, Article 5. The usage, consumption or efficiencies associated with the FIM implementation is defined as the Contracted Baseline, and are described in this Exhibit D, Article 7. (b) The actual guaranteed savings associated with this contract are outlined in this Exhibit D, Article 1 - Table 1 and Article 2 - Table 2A/B of this contract. 4.2 Option A- Main Meter Comparison Lighting Retrofits, HVAC and Controls 4.2.1 General. Except as otherwise provided, energy savings will be calculated for each month of each Annual Savings Period as the product of(a) "units of energy saved" (kWh, Therms, GJ, etc.) multiplied by (b) "cost of energy". 1. Units of energy saved are computed by the "Metrix" software application. "Metrix" is an accounting software application copyrighted by SRC Systems, Inc. Units of energy saved are calculated by subtracting current period measured units of energy consumed from the adjusted Baseline units of energy defined in Article 5. Adjustments to the Baseline energy traits are based on factors such as weather, occupancy, operating hours, etc., and changes to the Contracted Baseline conditions and operating practices as defined in Article 7). 2. Costs of energy are defined in Article 6, Utility Rate Structures and Escalation Rates. Sources of Data. For each month of the base year and each month of the term of the contract, data shall be obtained as follows: Weather - weather data shall be obtained from the National Weather Service, NOAA or Accuweather for the nearest weather station to the Facility. Energy Use - Electricity usage data shall be obtained from the electric utility bills. Since meters are not usually read on the same day each month, monthly usage shall be determined by apportioning billed usage assuming a constant daily usage between meter readings. Usage for most months will, therefore, be derived from two bills. Before the start of the 4 contract, the parties will agree which bill to consider predominant, i.e. to classify as the "month" by name only. 1. Utility rates and costs used for savings calculations are outlined in Exhibit D, Article 6, Utility Rate Structures. 2. Natural gas, oil, purchased steam, water and other purchased utilities usage's shall be determined by the method described above for electricity. 4.2.2 Metrix Calculations. The Tuning Period's utility data and weather parameters will be entered into Metrix or calculated using a substantially similar algorithm. Metrix will adjust the Tuning Period Data based on weather and operational conditions during the Annual Savings Period to estimate the energy and energy costs of the Facility had CONTRACTOR not performed the Work (the "Baseline"). CONTRACTOR will adjust energy savings for variations in energy consumption due to (a) Local weather conditions. (b) Occupancy level changes, hours of operation, (c) Structural modifications, modifications to energy consuming equipment, (d) Damaged or malfunctioning equipment, and (e) Any variances from the proposed operating schedules, strategies and conditions upon which the calculated savings are based on, and described in the Exhibit D, Article 7, "Contracted Baseline" that could affect energy usage. There may be changes in the Facility's usage and operation for which a calculated adjustment is necessary. Either the CLIENT or CONTRACTOR may propose an adjustment procedure based upon acceptable engineering practices to account for any such changes. The Baseline for each month of the Annual Savings Period for each energy type (excluding kW demand adjustments) will be calculated as follows: BL = B x (Ti - Ti-l) + CH X HDDm~,~ + Cc x CDDBc,~ + C~ x U~,~ + C2 x U2,~ + C3 x U3,i where: BL = B = Ti - Ti-1= CH, Cc= HDDB~,~ = CDDBc,i = BH, BC = C1, C2, C3 = added load) Ui,i, U2,i, U3,1 Baseline (Utility Units) Baseload consumption per unit time (Utility Units/day) time interval between date Ti and Ti-1 (days) Coefficients for Heating and Cooling Degree-days (Utility units/deg-day) Time history of Heating degree-days (°F-day or °C-day) Time history of Cooling degree-days (°F-day or °C-day) Heating and Cooling degree-day base temperatures (°F-day or °C-day) Coefficients for user variables 1,2,3 (e.g. occupancy/schedule, space utilization, = Coefficients for user variables 1,2,3 The Baseline for each month of the Annual Savings Period for each energy type for kW demand adjustments will be calculated as follows: Dm = B + C. x HDD~.,~ + Cc x CDD~c,1 + C~ x U~,~ + C2 x U2,~ + C3 x U3,i where: B - Baseload consumption per unit time (Utility Units/day) Ti - Ti-1= Ctt, Cc= HDDnu,i = CDDBc,i = BH, BC = Ct, C2, C3 = added load) time interval between date Ti and Ti-~ (days) Coefficients for Heating and Cooling Degree-days (Utility units/deg-day) Time history of Heating degree-days (°F-day or °C-day) Time history of Cooling degree-days (°F-day or °C-day) Heating and Cooling degree-day base temperatures (°F-day or °C-day) Coefficients for user variables 1,2,3 (e.g. occupancy/schedule, space utilization, U~,i, U2,~, U3,1 = Coefficients for user variables 1,2,3 Monthly energy savings will be calculated as follows: ES = BL - AU and DS = Dm - Dp where: ES BL AU DBi DS Dp monthly unit energy savings Baseline post retrofit monthly energy usage adjusted demand kW demand savings post retrofit kW demand usage The energy costs avoided will be calculated as follows: CS = ((DS x dr) - Adc) + (( ES x uc) - Aec) + Os where: CS -- ur ---- UC ---- monetary savings The greater of the floor price of demand (as defined above) and the current costs the greater of the floor price of energy (as defined above) and the current costs, calculated as follows: For energy sources the cost of which decreases with increasing usage, the marginal unit cost from the month's bill. For electricity, this marginal cost shall be determined for energy (starting with the amount paid for the last kilowatt-hour purchased including fuel adjustment cost) and demand (amount paid for the last kilowatt purchased I including, if applicable, the effect of demand on the energy cost. For energy sources the cost of which does not decrease with ~ncreasing usage, the average unit cost of all deliveries received during the month. Adc = Actual current year demand costs from utility bill Aec = Actual current year energy cost from utility bill (including taxes and fuel charges). Os = Other related savings attributable to the conservation program. If the Work results in a change of energy source (e.g. conversion from electric to gas heat), or where the level of usage changes enough to affect the marginal cost, or where utilities have changed rate structures, CONTRACTOR shall modify the calculations procedure to appropriately adjust for the change. 4.3 4.3.1 4.3.2 If a rate structure change eliminates a component of the bill previously charged for (e.g. kW, kVAR, transportation or Power Factor,) then the elimination of that charge will be calculated as a savings and added to the monetary savings. Option B- Designated Windows The savings from replacing windows at the Main Library will be designated based on calculations using the Market Manager building simulation software and 30-year average weather data for Los Angeles. The savings are based on a 8760-hour-simulation of the buildings based on input construction, occupancy, thermostat and lighting/equipment use parameters, and reconciliation with baseline utility bills. Pool Heater Replacement and Pool Covers The therm savings from improved efficiencies of heaters being replaced at Salgado, Memorial, Santa Anita, Jerome and E1 Salvador pools, and the pool cover at Salgado, will be designated based on calculations using the Energy Smart Pools, a public-domain swimming pool simulation software, supported by the Department of Energy. 4.3.4 Elevator Motor and Controls Replacement The savings from replacement of elevator motors and controls (MG set to VFD control) will be designated based on calculations provided by Thyssen. The calculations are based on a 10- hour, 5.5 days/week, 50 weeks/hr operation for the City Hall (9-story building). Section 5: baseline data 5.1 The annual period(s) selected as the Baseline period starts on Aug 01 2001 and ends on July 31 2002 for electricity, starts on June 19 2001 and ends on June 18 2002 for chilled water and steam; starts on Jan 01 2001 and ends on Dec 31 2001 for gas. This Baseline facility utility consumption will be used as the reference that future years utility usage will be compared to in order to determination the Annual Savings. The meters used for determining the baseline utility data are listed below: Table 5.1.1 Electric Meter/Gas Account Information Building Electric Gas City Hall & V349E-00373 N/^ Main Library Police V349E-002703 N/A V349E-002704 Corporate Yard V349E-007127 096-310-0800 Ross Annex P0826-010599 013-457-8823-4 Newhope P0714-003496 095-111-1600 Library Corbin Center TP881-001754 014-308-5400 Southwest P0714-009694 010-108-5400 Senior Center Senior Citizen's P0714-00203 137-311-4200 Center E1 Salvador 708-00936, 708-021560 196-011-2900 & 198- Center 111-2900 Santa Anita TP705K-002036 037-608-5800 Center Jerome Center TBD during construction 092-110-0100 Table 5.1.2 Gas Account Information (Swimming Pools) Memorial Pool 028-107- 9600 Jerome Center 092-110- and Pool 0100 Salgado Pool 027-963- 6759 Santa Anita 037-608- Pool 5800 E1 Salvador 198-111- Center andPool 2900 & 198- 111-2900 Table 5.1.3 Chilled Water/Steam Meter Information Building Steam City Hall & Main Library Chilled Water E644, e669 N3909, N3895 5.2 Applicable codes - Federal, State, County or Municipal codes or regulations are applicable to the use and operation of the facility. CONTRACTOR will maintain the current level of facility compliance relative to applicable codes unless specifically outlined to the contrary below. 5.2 Building Inventory - Plug load (Exhibit G) and occupancy sheets (table 5.2.4) will be supplied prior to construction. Section 6: Utility Rate Structures and Escalation Rates 6.1 Utility costs used for savings calculations will be based on the utility rate in effect for the predominant bill or the utility rate in effect for the corresponding period of the Baseline period, whichever is greater. The rate in effect during the Baseline period will be designated the floor price, and is shown below for each utility. An escalation rate (noted below for each utility) per annual period will be applied to the floor rates. The escalated floor rate will be compared to the utility rate in effect in each future annual period and the greater of the two will be applied to the actual utility savings occurring in that annual period. 8 Table 6.1.1 Electricity (for City Hall/Main Library and Police Department) Tariff Number or Designation: Utility Name: Rate Escalation: TOU-8 Southem California Edison 2.5 % per Annual Period Table 6.1.2 Electricity (for Ross Annex, Corporate Yard, Southwest Senior Center, Senior Citizen's Center, Newhope Library, E1 Salvador Center) Tariff Number or Designation: Utility Name: Rate Escalation: GS-2/GS-2 TOU Southern California Edison 2.5 % per Annual Period Table 6.1.3 Electricity (for Santa Anita Center) Tariff Number or Designation: Utility Name: Rate Escalation: TOU-GS2B Southern California Edison 2.5 % per Annual Period Table 6.1.4 Electricity (for Corbin Center, E1 Salvador Center (meter 2)) Tariff Number or Designation: Utility Name: Rate Escalation: CS-1 Southern California Edison 2.5 % per Annual Period Table 6.1.5 Natural gas TariffNumber or Designation: Utility Name: Rate Structure: Rate Escalation: GN-10 Southern California Gas 0.54 $ per Therm (an average rate of 0.54/therm was used due to the variable tariff) 2.5 % per Annual Period Table 6.1.6 Chilled Water TariffNumber or Designation: Utility Name: Rate Structure: Rate Escalation: County of Orange Chilled Water tariff 0.29681 Sper 10,000 Btu 2.5 % per Annual Period Table 6.1.7 Steam Tariff Number or Designation: Utility Name: County of Orange Steam tariff Rate Structure: 0.02758 $ perklb. Rate Escalation: 2.5 % per Annual Period Section 7: Contracted Baseline Data 7.1 The following data of this article outlines the operating characteristics that are required to be implemented under the FIM Work. This specific configuration of operating practices is the Contracted Baseline. Table 7.'1.1 Building Operating Hours Site Mon Tues Wed Thurs Fri Sat Sun Holidays* ' City Hall 7:30 a.m. to 7:30 a.m. to 6 7:30 a.m. to 6 7:30 a.m. to 7:30 a.m. to On demand Closed Closed 6p.m. p.m. p.m. 6p.m. 6p.m, Ross Annex 7 a.m. to 6 7 a.m. to 6 p.m 7 a.m. to 6 p.m. 7 a.m. to 6 i 7 a.m. to 6 On demand Closed Closed p.m. p.m. I p.m. Main Library 7 a.m to 8:15 7 a.m to 8:15 7 a.m to 8;15 7 a.m to 8:15 7 a.m to 6:30 8 a.m to 6:30 Closed Closed p.m. p.m. p.m. p.m. p.m. p,m. Police 6 a.m. to 12 6 a.m. to 12 6 a.m. to 12 6 a.m. to 12 6 a.m. to 12 6 a.m. to 6 pm Closed Closed Admin midnight midnight midnight midnight midnight Police Range 8 a.m. to5 8 a.m. to 5 p.m. 8 a.m. to 5 p.m. 8 a.m. to5 8 a.m. to5 8 a.m. to 5 p.m. Closed Closed p.m. p.m. p.m. Police 24 hfs 24 hrs 24 hrs 24 hrs 24 hfs 24 hrs 24 hfs 24 hfs Holding City Yard 6:30 a.m. to 6:30 a.m. to 5 6:30 a.m. to 5 6:30 a.m. to 6:30 a.m. to Closed Closed Closed Admin 5 p.m. p.m. p.m. 5 p.m. 5 p.m. City Yard 6 a.m. to 5 6 a.m. to 5 p.m. 6 a.m, to 5 p.m. 6 a.m. to 5 6 a,m, to 5 Closed Closed Closed Fleet and p.m. p.m. p.m. Shops Senior 8 a.m. - 10 8 a.m. 10 p.m. 8 a.m. 10 p,m. 8 a.m. - 10 8 a.m. 10 Closed Closed Closed Citizens' p.m. p.m. p,m, Center Corbin 8 a.m. 8 8 a,m, - 8 p.m. 8 a.m. 8 p.m. 8 a.m. 8 8 a.m.- 8 Closed Closed Closed Center p.m. p.m. p.m. Southwest 7 a.m. - 7 7 a.m. 7 p.m. 7 a.m, - 7 p.m. 7 a.m. - 7 7 a.m. 7 Closed Closed Closed Senior p.m. p.m. p.m, Center Newhope 8 a.m. to 8 a.m. to 8:15 8 a.m, to 8:15 8 a.m. to 8 a.m. to 8 a.m. to 6:15 Closed Closed Library 8:15 p.m, p.m. p.m. 8:15 p.m. 8:15 p.m. p.m. Santa Anita 7 a.m. to 7 7 a.m. to 7 p.m. 7 a.m. to 7 p.m. 7 a.m. to7 7 a.m. to 7 Closed Closed Closed Center p.m. p.m. p.m. Jerome 7 a.m. to 7 7 a.m. to 7 p.m. 7 a.m. to 7 p.m. 7 a.m. to 7 7 a.m. to 7 Closed Closed Closed Center p.m. p.m. p.m. E1 Salvador 7 a,m. to 7 7 a.m. to 7 p.m. 7 a.m. to 7 p.m. 7 a.m. to7 7 am~. to7 Closed Closed Closed Center p.m. p.m. p.m. * 11 holidays/year Table 7.1.2 Pool Operating Hours Santa Ist July Labor Day: Tue-Fri: 10 am to 7 pm; Sat/SunfMon -closed Anita Pool Jerome 1st June Labor Day: Tue/Thu: 10 am to 9 pm; Wed/Fri: 1 pm to 4:30 pm; Sat/Sun: 12 noon to 5 pm Pool E1 1st June Labor Day: Tue: 4:30 pm to 8 pm; Wed-Sat: 10 am to 8 pm; Sun/Mon -closed Salvador Pool Memorial ! Memorial Day - Labor Day: 9 am to 9 pm Tue-Fri; Sat-Sun: 12 noon to 5 pm; Mon Closed Pool 10 Salgado June - Sep: Tue/Thu - 9 am to 12:30 pm; 4:30 pm-9 pm; Wed/Fn - 9 am to 9 pm; Sat/Sun - 12 Pool noon-5 pm; Mon-Closed (Mar-Nov) Mar - June/Oct-Mar: Tue-Fri: 10 am to 12 noon; 5 pm to 8 pm; Sat/Sun - 12 noon to 5 pm Table 7.1.3 Heating/Cooling Operating Temperatures at Temp Stats. Building Minimum Cooling Maximum Heating Setpoints Setpoints City Hall 70 deg F 72 deg F Main Library 70 deg F 72 deg F Police 70 deg F 72 deg F Ambient Comfort shall be in Accordance ASHRAE 55 7.2 Building Inventory - Plug load and occupancy sheets (as determined in the baseline) to be supplied during construction, will be used for the post-retrofit conditions. 11 Attachment 1 to Exhibit D Pre/lighting measurements by building areas 0 0 0 0 0 Exhibit E ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company This endorsement modifies such insurance as is afforded by the provisions of Policy # relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ("additional insureds") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is aflbrded by this policy is primary and is not additional to or contributing with any other insurance carded by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, Califomia 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective this endorsement from as a part of Policy # Issued to Named Insured Countersigned by Authorized Representative 0 0 0 0 City of Santa Ana Jail POLICE BUILDING JAIL F1 198 lx4 2T8 59 116821ECOT8 45 891£ 3~ 235 lx4 2T8 59 138651ECOT8 45 10575 3~ 20 lx42T8(2 Bal) 64 12801ECOT8 64 128£ 4 2 lx4 2T8 59 1181EC0T8 45 9¢ 5 3 lx4 2T8 59 1771EC0T8 45 135 7 82 4'strip2T8 5~ 48381EC0T8 66 5412 7A 198 9'strip2T8 5~ 116821EC0T8 45 8910 8 932x4 3T8 87 80911ECOT8 66 6138 § 722x2 2TSu 59 42481ECOTSu 45 3240 10 6 lx4 2T8 5§ 3541EC0T8 45 270 11C 305 lx4 2T8 59 179951EC0T8 45 13725 13 97 lx4 2T8 59 57231ECOT8 45 4365 15 34 2x2 3F17T8 49 1666~EC0T8 49 1666 16 16 2x2 2F17T8 33 5281EC0T8 33 528 19 30 Pend 4T8 115 34501EC0T8 88 2640 21 10 8'2F32T8 59 5901ECOT8 45 450 22 16 4'1T8 32 5121EC0T8 32 512 23 2 lx4 2T8 59 1181EC0T8 45 90 25 36 lx4 2TSFM 64 23041EC0T8 64 2304 26 18 lx4 1T8 32 576JECOT8 25 450 27 9 lx4 1T8 32 288~EC0T8 25 225 Total 1482 1216 90085! 1007 71915 ** No access given to do audit. Spreadsheet based on Lighting Drawings for Police Building City of Santa Ana Storage Facility POLICE OUTBUILDINGS _, . .- . ~Y[ ~: ~ ~ 3 4 1 x4 2T8 59 236 J ECOT8 45 180 4 92 lx4 2T8 59 54281ECOT8 45 414( 7 13 4' Strip 1 T8 32 4161ECOT8 25 325 7A 2 8' Strip 2T8 59 1181ECOT8 45 90 7ND 166 8' Strip 2T8 59 9794 ECOT8 45 7470 9 12 2x2 2T8u 59 708 ECOT8 45 540 9EM 2 2x2EM 2TSu 64 128 ECOT8u 50 100 10 3 lx4 2T8 59 1771EC0T8 45 135 11 2 lx4 2T8 59 1181ECOT8 45 90 11A 12 lx4 2T8 59 7081ECOT8 45 540 11EM 3 lx4 2TSEM 64 1921ECOT8 5(~ 150 18B 1 4' wall 1T8 32 321ECOT8 25 25 25A 13 lx4 2TSEM 64 8321ECOT8 50 650 25B 18 lx8 4TSEM 118 2124JEC0T8 90 1620 26 6 lx4 2T8 59 354~EC0T8 45 270 26B 54 lx8 4T8EM 115 6210~ECOT8 88 4752 28 4 lx2 2F17 33 1321Leave As Is 0 33 2 4' Strip 1T8 32 641ECOT8 25 50 38 16 lx4 2T8 5§ 9441EC0T8 45 720 44 5 lx4 2T8 59 2951EC0T8 45 225 Exit 5 I Total 435 1203 290101 898 22072 ** No access given to do audit. Spreadsheet based on Lighting Drawings for Police Building Ghizzi, Marlo From: Sent: To: Subject: Buenafe, Emilyn Monday, March 03, 2003 12:49 PM Ghizzi, Marlo City Hall's Air Quality Blank Bkgrd.gif Hi Marlo! Carolyn Richard, WC Administrator, has been experiencing itchy eyes and sneezing since late last week. She thinks it might have to deal with City Hall's air ducts. No one else has complained about the air quality that I know of. I understand that more people are inside because it's cold and we are in the season for viruses and allergies, but wanted to me check with you. I'm sure we are up to date with HVAC maintenance of City Hall, but has anything change in the system or have you been receiving any complaints? Thanks, Emityn Buenafe LOSS CONTROL TECHNICIAN CITY OF SANTA ANA (714) 647~5317 Jo~eN oo~o0 eu!qoeN Bu!puoA PoW JOlOO[OJd peaqJoAO Ilemg alqel JOOl~ la[~Ul JaSel E cE '~ SJ1H Oal::l alqe'~od Je~elN eaJ.J.o:3 a^I~AOJ:)!I~ au!qoelal fiu!puo^ G'I R!jJ, a~ ~ ° pot~ §JJJO~ mS JOlOa.i'OJd peeqJa^o IleWS o§Je-I dol~$eO I o, .. Exhibit H Energy Savings Summary ENERGY SAVINGS ANALYSIS SUMMARY City Hall and Library SimulaUon Results Based on +/- t0% BILL MATCH Baseline ~:"' :' ' ..... ' :~: J ' :~;"~'1 i "" ':" ~. "'-'; !.:., . 'i~ . .~. ..: .-. ...: TOTAL 249,758 1,302,090 1,088,142 538 535 428 kWh ~W I cilifies related demand cha~ $ 640 Sum On-peak $ 020206 $ 17 55 Sum Mid-peak $ 011039 $ 280 Sum Off-peak $ 008860 $ Win Mid Peak $ 0.12386 $ Win Off-Peak $ 9 08975 $ Proposed: VAV Retrofit -IS~ak i t~ -'C~;~l-Ponk On. Peak. M'~d. Pe~l~' 'Ott-Peal~ I.'''~?~'~' ' "- '" 99,77~) ....... f(~5-'~' ~ ...... ~' ..... ~b=~ ...... ---- 94,299 67,075 396 309 107,691 72,223 396 301 93,384 75,199 401 291 , 103,403 74,139 433 301 51,662 60,573 61,789 438 i 421 303 I 48,439 55,999 71,394 472 445 329 55,960 64,398 94,282 474 448 332 48,379 55,808 67,702 459 462 339 103,598 73,707 397 301 103,848 69,947 394 306 94,826 78,828 392 305 TOTAL 204,439 1,037,597 852,795 474 462 339 kWh (W cilities related demand char ~ $ 640 Sum On peak $ 020206 $ 1755 Sum Mid-peak $ 011039 $ 280 Sum. Off-peak $ 008860 $ Win. Mid-Peak $ 012386 $ Win. Off-Peek $ 0 08975 I $ CALCULATED VALUES ~0n:Pea~..' I..Mid -~.,.a.kI i'~,:, Off-reek. ".[*',..On. Pea.~k. ~ M. i.d-P.e~l~.'., [,~ O_ff. Pe al~.. I~:_F..a .cflJt I_e # ~, TO~.~:,:."'~¢.~,'.~ Fe'~'~a~:: : ,~.. '.:, .'..'. ! .5 .' 'r,o ' I ~' ! ~ · '~ : };'' '? ~d'E~.~:- ~ ':' ~ ~ "~ i' ...... A~.Z~.i',_.?.-. ;., :.~ ..:'~ ''qj: ~ ~: .... ~ ,:,,:,,. $,."..~.0~. kWh kW ;ilities related demand chal ~ $ 640 Sum. On-peak $ 020206 $ 1755 Sum Mid-peak $ 011039 $ 280 Sum Off-peak $ 008860 $ Win Mid-Peak $ 0 12386 Win. Off-Peak $ 0 08975 $ 388,186 312,488 kWh kW ;ilities related demand cha ~ $ 6 40 Sum. Ompeak $ 020206 $ 1755 Sum. Mid-peak $ 011039 $ 280 Sum Off-peak $ 008860 $ Win. Mid-Peak $ 012385 $ Win. Of LPeak $ 008975 $ Savings Identified from Simulation 545,160 kWh Savings in Guarantee Based on Std Bill Comparison S 472,260 kWh Electdcdy Savings ($$) $ 70,392 Chilled Wate¢ and Steam Savings $ 32,495 Total Savings $ 102,887 Corporate Yard Results Based on Bin Analysis Admin 19,289 $ 2,893 Water Meter Fleet 15,443 $ 2,316 Warehouse 34,732 : $ 5,210 Savings Identified From Analysis I 34,732 IkWh Savings in Guarantee Based on Std Bill Comparison Safety Factors 29,527 ~kWh Electricity savings ($$) ~ $ 4,429 Police Bldg Results Based on Bin Analysis w. Backup Market Manager Simulation for +/-10% Bill Match 347,672 77,218 424,890 302,801 42,756 345,558 79,333 kWh kWh Net Impact by Operating 911 Unit (6,208 kWh Identified kWh Savings 73,125 kWh Savings Identified From Analysis Savings in Guarantee Based on Std Bill Comparison Safety Factors Electricity savings ($$) 73,125 IkWh 64,900 IkWh [ $ 9,079 ,J Newhope Library Simulation Results Based on +/- 10% BILL MATCH 12,968 11,587.60 12,287 10,852.30 13,856 12,266.50 13,455 11,908.80 14,483 12,887.60 15,060 13,605.10 1,'-~,064 1,1,700.46 17,420 15,979.00 15,826 14.448.3C ~4.888 ~3,350.40~ 13,360 1 ~,886.201 12,955 11,448.00 1726~4.26 154829.2 Savin~,L~ Savings Identified From Simulation Savings in Guarantee based on Std Bill Comparison Safety Factors Electricity Savings ($$) 177851kWh 140881kWh $ 22541 Senior Citizen's Center Simulation Results Based on +/- 10% BILL MATCH 9,581.00 6,915.10 127950.3 95359 Savings savings identified from Simulation Savings in Guarantee Based on Std Bill Comparison Safety Factors Electricity Savings ($$) 325911kWh 233751kWh Corbin Center Results Based on HVAC Replacement Analysis Baseline 26,933 Proposed 20,250 6,683 Savings Identified From Analysis Savings in Guarantee Based on Std Bill Comparison Safety Factors Electricity savings ($$) 6,683 IkWh 4,994 lkWh 7gg I HVAC ENERGY SAVINGS BY FIM/SITE Facility FIM Annual Annual Annual Annual Per Unil Annual Annual KWH Therms Chilled Steam SCoat Energy Operations Exhibit I Base year utility data by building Aug 2001 - Aug 2002 BASELINE YEAR UTILITY ANALYSIS Based on 1) Electricity - Southern California Edison bills 2) Chilled Water - County of Orange bills 3) Steam - County of Orange bills 4) Gas - Southern California Gas bills provided by the City of Santa Ana o Salgado Febrdar~;:?- __ ..... $ March;;::;'..'.' 2 .'i: ~.; ! $1,300.86 ~ 1,999 $1,079.46 ~ 1,955 $1,055.70 !~ 1,320 i$ 712.80 ~..'~ 1,006 $ 543.24 ~ 646 $ 348.84 ~ 1,773 $ 957.42 ~c~ 1,907 $1,029.78 ~ 4,023 $ 2,172.42 Swimming Pools Jerome Swimming Pools Memorial 'S 52 [,. ~_~ '.:! 'ii ~,, .: 22 14 $ .657./Z $1,083:24 $, 93'3.36: · 4e 764.64 $ 401 76 Swimming Pools Santa Anita Swimming Pools El Salvador Ma?ch; April..'. June ;'. ~:/,-' September O~;tob~r"; .::'. GASi... .Gas Cost :"., l'herm~ ,: =.lotal'~;.~ $ $ : '.2['1 $ :: :' ~,0, $' ~01 $'..5~.69 November.' ..... : S Swimming Pools Exhibit L Cl'l:¥ O? SANTA ANA PUBLIC WORKS AGENCY 101W. FourbhS~ret-tt~2! - P.O.~o~lgS~ Santa Aha, Californla 92702 CITY ~.ANAC ER C)av;d Iq. Ream CmTY ^'ITORNEY CLERK OF THE C~NOL Janlce ~ ~ ATTENTION CONTRACTORS The City of Santa Aha has adopted an ordinance to assist the City in complying wi{h the State of California's Assembly Bill 939 law which requires that all titles and counties in the State reduce the amount of trash disposed of in the landfills by 50% by the year 2000. FailUre to comply with State law could result in a fine to the City of $10,000 per day. Santa Aha Municipal Code Section'16-30 (f) will ehsure that construction and demolition Waste generated within the City can be accounted for and recycled. The ordinance states the following, :A-n'y person with whom the City has an agreement for the collection, transportation and disposal of -nsfruction and demolition solid waste which has accumulated and/or been generated at a nporary construction site may haul such waste during the term of such agreement." only companies approv.ed by the City Council to haul temporary construction and demolition material in the City of Santa Aaa'are: Ware Disposal Company, Inc. 1016 E. Stafford Street Santa Aha, CA 92701 Phone Numbe~. (714} 834-0234 Great Western Reclamation 1800 South Grand Santa Aha, Ca 92705 Phone Number:. (714) 558-7761 Please contact one of the above companies to arrange for the collection and recycling of your construction debris. Your cooperation is appreciated as the City draws closer to the year 2000. Please be advised that persons who generate solid waste on the premises may personally collect, transport, and dispose of their own solid waste providing that they do so in accordance with all ..go?erning laws and regulations and dispose of such solid waste at a site permitted by the California · : !:~?.tegrated Waste Management Board. you have any questions please call Will Hayes at the Public Works Agency at (714) 565--4048. Thank you. Exhibit M PART 1 1.01 A. SECTION 16050 BASIC MATERIALS AND METHODS GENERAL WORK INCLUDED Provide complete Electrical service and distribution system and lighting system where shown on Drawings, as specified herein and as needed for a complete and proper installation including, but not necessarily limited to: 1. Conduit and fittings. 2. Distribution Switchboard. 3. Outlet boxes. 4. Wire and cable. 5. Wiring devices. 6. Cover plates. 7. Panelboards. 8. Circuit breakers. 9. Dry type transformers. 10. Lighting fixtures. 1.02 A. 1.03 A. RELATED WORK Documents affecting work of this Section include, but are not by necessarity limited to, General Conditions, Supplementary Conditions, and Sections in Division 1 of this Specification. Section 16000, Electrical Provisions, forms an integral part of this Section and Sections of Division 16. SUBMITTALS Comply with pertinent provisions of Section 01340, Submittals and Substitutions; Section 16000, Electrical Provisions; and the following: 1. Shop Drawings: Provide Shop Drawings for the following: a. Panelboards. b. Circuit breakers. c. Lighting fixtures. d. Transformers. BASIC MATERIALS AND METHODS 16050-1 PART 2 2.01 A. Distribution switchboard. Wiring devices, PRODUCTS CONDUIT AND FITTINGS Conduit: Conduit manufactured by National, Republic, Triangle, General Electric or Cation, Conduits shall be furnished by one manufacturer with exception of vinyl coated and flexible conduit. Conduit shall meet requirements of ANSI C80.1 and C80.3. Conduit Fittings: Conduit fittings manufactured by Thomas and Betts, Crouse-Hinds, Pyle-National, Raco, or Appleton. Fittings shall be furnished by one manufacturer. Fittings will meet requirements of ANSI C80.4. Rigid Conduil: Standard I.P.S., hot dipped galvanized or sheradized threaded steel conduit with zinc coated threads and protective caps, or PVC Schedule 40 polyvinyl chloride. Changes in direction of conduit where concealed made by means of standard radius bends, and where exposed by means of UL approved threaded conduit fittings, either cast aluminum or cast iron with galvanized or sheradized finish. LB condulets for conduit larger than I l/2-inch ID are not used. Conduits buried in or in contact with earth are PVC Schedule 40. Conduit risers shall be rigid steel with half lapped lomic pipe wrapping tape and sealant applied to all joints. 3. Rigid conduit to be used in the following locations: Locations exposed to the weather. For feeders to panels. In exposed locations where subject to mechanical injury. Conduits where located in outside walls, underground, construction, damp locations or exposed to the weather will have sealant applied to joints. Top of duct shall be not less than 24 inches below grade. Under roads and paved areas encase ducts in concrete. D, Rigid Conduit Finings: Basic Materials and Methods 16050-2 Eo Fo Threaded type galvanized malleable iron or heavy sleel, water and concrete tight. Metallic nylon grounding type insulated bushings with locknuts for connectors at cabinets, boxes and gutters. Set screw connectors are not acceptable. Thinwall Conduit: Electro-galvanized "Electric Metallic Tubing" (EM'F) of cold rolled steel, electrically welded. Baked clear plastic enamel coating, inside and out. No thimvall conduit (EMT) larger than 4-inch ID shall be used. LB condulets for conduit larger than 1 1/2-inch ID are not to be used. Thinwall Conduit Fittings: Compression type galvanized malleable iron or steel, rain and concrete tight. Connector fittings have nylon insulated throats. Indentor or set screw type fittings will not be allowed. G. Thinwall conduit "EMT" used in the following locations: 2. 3. 4. In stud partitions and hollow masonry walls. Above suspended ceilings. Exposed in dry locations where not subjected to mechanical damage. Furred ceiling spaces. Flexible Conduit: National "Flexsteel" flexible steel conduit, formed of one continuous length of electro galvanized spirally wound steel strip. Provide a bond wire from electrical equipment to the ground system. Liquid Tight Flexible Conduit: Anaconda "Sealtite" liquid-tight flexible steel conduit, formed of one continuous length of electro-galvanized spirally wound steel strip, with neoprene jacket. Provide a bond wire from electrical equip~nent to the ground system. Flexible Conduit Fittings: Squeeze or screw type, galvanized malleable iron or steel, with nylon insulated throats. Manufacturers to be Thomas & Bens, Appleton or EFCOR. Liquid Tight Flexible Conduit Fittings: Galvanized malleable iron or steel, liquid-tight with neoprene gaskets, "O" ring and retainer, nylon insulated, throats, manufactured by T & B Series 5300, or equal by Appleton or EFCOR. L. Flexible conduit used in the following locations: Connections from junction box to lighting fixtures in accessible ceilings. Final connections to motor operated equipment. M. Liquid-Tight Flexible Conduit: Used in the following location: 1. Final connections to motor operated equipment where exposed to rain or water drip. BASIC MATERIALS AND METHODS 16050-3 2.02 A. OUTLET BOXES Outlet boxes and accessories used in the conduit systems as manufactured by Raco, Steel City, Appleton, or Bowers. All boxes electro-galvanized or zinc plated steel. Outlet boxes for concealed work are galvanized stamped steel, furnished with a fixture stud for ceiling lighting fixtures. Outlet boxes for exposed work and in floors are cast- iron type with threaded openings. C. Outlet boxes are of size and type to accommodate the following: Do Structural conditions. Size and number of raceways, conductors, or cables entering outlet box. Device or fixture for which required. Outlet boxes installed plumb and square with wall face and with front of box or cover located flush with face of finished wall. Boxes in masonry wall set with bottom of box tight to masonry unit. Boxes located on opposite sides of a common wall that are closely connected by conduit: Have conduit openings plugged with duct seal. Location: Exact location of all outlets and switches in finished rooms obtained from the Architectural Drawings of interior details. Generally, switches are grouped, with a ganged coverplate and installed at strike side of door opposite the hinge side. Final correct readjustment made to outlets, if necessary, to give proper centering on pipes, ducts and thickness of walls, fire-proofing and plastering, also for window trims, paneling, hung ceilings and the like. G. Type of Boxes: 3. 4. 5. 6. Flush Single Gang Masonry (or Concrete) Wall Outlets: Consist ofa Raco No. 695 single gang masonry box, 3-1/2" deep, having two conduit connections maximum. Single Gang Outlets Having More Than Two Conduit Connections: Raco No. 232 4" square box (2-1/8" deep) with No. 786 square cut cover (2" raised). Gang Boxes In Masonry (For Concrete): Consist of 3-1/2" deep masonry boxes with concentric knockouts, Raco No. 696 through 699 and 655 through 669. Single Gang Plaster Wall Outlet: Consist ofa Raco No. 232 4" square box with No. 775 1-1/2" square drawn cover. Two Gang Plaster Wall Outlets: Consist ofa Raco No. 232 4" square box with No. 797 1-1/2" square cut cover. Gang Outlets in Plaster Walls: Consist of 3-1/2" deep masonry boxes, Raco No. 690 Series. Basic Materials and Methods 160504 2.03 A. 10. 11. Outlets in Plaster or Wallboard Ceilings: Raco No. 167 4" octagon box 2-1/8" deep. Fixtures Not Provided With Prewired Junctions: Have a 4" box above ceiling with flexible conduit connection to fixture box or wiring channel. Where surface wall outlet boxes are allo~ved they are the following types: Single gang-universal handy box 2-1/2" deep; gang 4" square box 2-I/8" deep; multi- gang-solid gang masonry box 2-1/2" deep. All boxes with 1/2" raised steel cover. Where outlet boxes are mounted on conduit stub in mechanical rooms, boxes type FS or FD malleable iron, cadmium finish with appropriate water tight Covers. WIRE AND CABLE General: 1. Materials listed in this section are products of Hatfield, Capitol, General Electric, Okonite, General Cable, Anaconda Wire and Cable, or Rome Cable Co. All wire required for this Project furnished by one manufacturer unless otherwise noted or specifically approved. 2. All Wire and Cable: Copper with minimum properties as defined in the NEC (Chapter 9). All wire sizes, number 6 and larger, stranded; number 8 and smaller, solid. 3. All wire and cable is to be new and unused, manufactured within a six-month period preceding the delivery to the job site. Submit UL label with date (for all wire coils) to the Engineer. 4. All branch circuit wire delivered to the job in unbroken cartons or spools. 5. Wire and Cable: NEC grades insulated to 600 volts by ASTM Standards unless otherwise indicated. B. Wire and Cable Types: Type THW Copper (75 Degrees C.): No. 8 solid, No. 6 and larger stranded, use for panel and equipment feeders and for main service conductors. Type THHN/THWN Copper (90 Degrees C.): No. 12 stranded, use where lighting branch circuit conductors are routed through fluorescent fixture channels. No. 12 through 8 solid, No. 6 and larger stranded, use for all lighting and receptacle circuits, and motors in mechanical equipment room and for similar circuits in other high ambient temperature areas. Type SF-2 (200 Degrees C.): Minimum size No. 14 stranded, use for field wired tap-off connections to lighting fixture connection where operating temperature exceeds 90 degrees C. Type XHHW Copper (90 Degrees C.) No. 250 M circular mils or larger for panel and equipment feeders. BASIC MATERIALS AND METHODS 16050-5 5. All wiring ased in the fire alarm system shall be listed and approved by California State Fire Marshal. 2.04 A. Connectors: o Splices for Conductors No. 10 and Smaller: Made with 3-M "Scotch-Lock" or Ideal "Wing-Nut" insulated, solderless, screw-on cormectors. Connectors for Conductors No. 8 and Larger: Of compression, National Electric, Blackburn, or Burndy mechanical connectors. Fill connector voids with electrical insulation putty and follow with 3-M Scotch tape #33, minimum 2 layers. All splices and terminations of high voltage cable made in strict accordance with manufacturer's recommendations and using kits specifically designed for this purpose. WIRING DEVICES Wiring devices furnished by Arrow Hart, Bryant, Hubbell, General Electric, Leviton, Pass and Se3qnour or Slater. Special purpose devices by manufacturers specified. Catalog numbers are Pass and Seymour except where otherwise noted. All wiring devices specification grade, except where otherwise noted. For additional wiring devices refer to notes on Drawings. Switches: Single Pole Toggle: Single throw switch, AC quiet type 20 amp, 120-277 volt, No. 521-1. 2. Three-way Toggle Switch: AC quiet type, 20 amp, 120-277 volt, No. 523-I. Receptacles: Receptacles shall be of NEMA standard, equal to Pass and Seymour No. 26262- HGW. Receptacles used in hazardous area shall be explosion proof type. Isolated ground receptacles shall be orange colored, equal to Pass and Seymour Wiring devices shall be color "white", cover plates shall be stainless steel in restrooms, laboratories, food service areas, locker rooms and utility spaces and otherwise shall be color "white". Basic Materials and Methods 16050-6 2.05 A. 2.06 A. BRANCH CIRCUITS A general layout of branch circuit wiring and routing is indicated. Generally, receptacles and appliances are on separate circuits from lighting. Branch panel circuits are numbered to match NEMA pole numbering system; poles l and 2 - Phase A; poles 3 and 4 - Phase B; poles 5 and 6 - Phase C, etc. Actual field numbering of circuit directories may vary from pole numbers, but is phased and pole connection as shown. No. 14 wire will be permitted only on control circuits of relays, contactors, starters, etc. No. 12 wire will be a minimum size for any lighting, motor, or general branch circuits unless specifically noted otherwise. In general, conductor sizes for major branch circuits, such as large motor and equipment branch circuits are noted. Where conductor sizes for such circuits are not noted, provide branch circuits with conductors sized as follows: Conductors for Individual Motor Branch Circuits: Have ampere capacity of not less than 125% of the full load running current of the motor. Conductors for Multiple Motor Branch Circuits: Have ampere capacity of not less than 125% of the ruJming current of the largest motor plus 100% of the running current tbr each additional motor connected to the circuit. Where specific conductor sizes required by the Drawings and Specifications are larger lhan Code requires, the larger sizes are installed. Circuits may be arranged in four-wire feeds (three circuits and common neutral) in color code previously described; more than three circuits in conduit when in compliance with applicable NEC Article 310. DISCONNECT SWITCtlES Disconnecting devices, when not included with electrically-operated equipment furnished under other sections of this Specification, provided and installed under this section. Safety switches quick-make, quick break, heavy duty, horsepower rated, with voltage rating as required by the system and current rating as scheduled or as required by the motor manufacturer. Switches in a NEMA I enclosure with a defeatable cover interlock unless specified as NEMA 3R on plans or otherwise required. Switches non- fusible except where otherwise noted. BASIC MATERIALS AND METHODS 16050-7 2.07 Disconnects installed indoors to have NEMA 1 enclosure. Disconnects installed outdoors or in wet locations to have raintight NEMA 3R enclosures. Fuse sizes shall be per equipment supplier recommendations. EQUIPMENT FURNIStlED BY OTHERS This Contractor as a part of the work covered by this section, shall furnish and install all rough-ins for the connection of equipment listed below. Further, he shall furnish and install all materials required, make final connections to same. This equipment includes, but is not necessarily limited to, the following: Plumbing equipment - refer to Division 15. HVAC Equipment - refer to Division 15. 2.08 A, ELECTRICAL LIGIITING FIXTURES Work covered includes manufacturing, equipping, wiring, and assembling of all lighting fixtures. Provide lighting fixtures complete for each and every light outlet in the type, quality, and size of fixture indicated on the drawings. B. The lighting fixtures are specified on the drawings. Include a lighting fixture on every light outlet shown, unless otherwise indicated to be omitted. If the type of lighting fixture is not specifically noted, provide without extra cost to the Owner, a lighting fixture of the same type called for under a similar condition elsewhere on the Contract Drawings. Catalog No. on the lighting plan is for the purpose of indicating the general type, quality, and size of fixtures that will be required. The use of Catalog Nos. for a lighting fixture does not necessarily include all accessories that may be required for a complete and operational installation. All luminaires and other lighting equipment delivered to the job complete, wired and including all supporting means, such as plaster frames, supports, hangers, canopies, sockets, holds, all current or voltage modifiers, such as ballasts, starters, all light control materials; specifically diffusers, louvers, lenses, reflectors and refractors. All lighting fixtures constructed and installed in accordance with local building codes and directives by the NFPA and shall bear the label of approval of the UL. All materials new and of best grade of approved manufacturing standards. Workmanship Basic Materials and Methods 16050~8 of highest order to assure trouble-free operation and durability of equipment. Lighting fixtures constructed by labor agreeable with that employed on the project. Lighting fixtures to be designed for highest relative efficiency and service. Maintenance to be simple and re-lamping possible without use of special tools. Provide all light-sources, lamps and other light-producing media called for and suitable for specified equipment and functions. 2.09 LAMPS Provide energy saving lamps for all fixtures as manufactured by Sylvania, Westinghouse, or General Electric. 6 ~ ~O~.l-t-i~a ~. 2.12 BALLASTS Ballast for H.I.D. fixtures shall be high power factor type (minimum 0.9). Starting amount shall not exceed operating current. Temperature rise of the ballasts in fixtures not to exceed 45 degrees C. on test and mounted in the fixture housing and secured in place by means of bolts, screws, lock washers and nuts. 2.13 A. DISTRIBUTION SWITCttBOARD Provide where indicated a NEMA 3R, non walk~indead front type, completely metal enclosed, self- supporting structure independent of wall supports. It shall consist of the required number of vertical sections bolted together to form one rigid switchboard 90- 3/4 inches high incorporating switching and protective devices of the number, ratings and type noted herein or shown on the drawings with all necessary interconnections, instrumentation and control wiring. Switchboard construction shall be of the universal frame type using die-formed members bored and braced through the exclusive use of self-tapping bolts which will not loosen during shipment. The sides, top and rear shall be covered with removable screw-on plates having formed edges ail around. Front plates shall be sectionalized and removable. All front plates shall be fabricated from code gauge steel and shall have formed edges all around. Ventilation openings shall be provided where required. All covers shall be secured by self-tapping screws. The bus shall be silver plated copper rated to withstand mechanical forces exerted during short circuit conditions when directly connected lo a power source having the indicated available short circuit current. All connections shall be tightly bolted. BASIC MATERIALS AND METHODS 16050-9 Mo Small wiring, necessary fuse blocks and terminal blocks within the switchboards shall be furnished when required. All groups of control wires leaving the switchboard shall be provided with terminal blocks with suitable numbering strips. All hardware used on conductors shall have a high tensile strength and an anti-corrosive zinc plating. A ground bus shall be furnished firmly secured to each vertical section structure and shall extend the entire length of the switchboard. A ground lug shall be furnished attached to the ground bus in a convenient location. Switchboard shall be provided with adequate lifting means and shall be capable of being rolled or moved into installation position and bolted directly to the floor without the use of floor sills. A-B-C type bus arrangement, left-to-right, top-to-bottom, and front-to-rear, as viewed from the front, shall be used throughout. Record drawings shall be furuished providing the following information: Switchboard voltage/current rating, overall outline dimensions including available conduit space, switchboard bracing and interrupting current rating, switching and protective device ampere ratings and one line diagram. Adequate conduit space shall be provided to meet NEC requirements. Each switching and protective device shall be provided with visible means of ON-OFF identification. All terminals shall be of the anti-turn solderless type suitable for Cu or Al cable sizes indicated. All exterior and interior steel surfaces of the switchboard shall be properly cleaned and finished with gray hard dried enamel over a rust-inhibited phosphatized coating. Gray finish color shall be ANS1 61. All sections of the switchboard shall align so that the back of the complete structure may be placed flush against a wall. Construction shall allow maintenance to be performed without rear access. The feeder or branch devices shall be removable from the front and shall be panel mounted with the necessary device line and load connections front accessible. Vertical sections shall be completely factory assembled, wired and tested before delivery and shall be UL labels where qualified. Design shall meet NEC and NEMA standards as well as OSHA requirements. Individual vertical sections shall be designed for bolting together at installation. N. Switchboard shall be Siemens-Westinghouse, General Electric, Square D or 1TE. Basic Materials and Methods 16050-10 2.14 A. B. Co 2.15 A. CONTACTORANDRELAYS Contactors and relays shall have rating as indicated on Drawings. Verify coil voltages for relays and contactors in order to comply with control voltage indicated. Provide NEMA~ 1 enclosures for indoor mounted relays where not indicated to be installed in a panelboard, motor control center or similar product. Provide NEMA 3R enclosures for exterior mounted relays. MOTOR CONTROLLERS This Specification describes the electrical work related to manual motor switches, manual motor starters and magnetic motor starters. Provide motor controllers specified or indicated, unless noted or specified as furnished under another section of the Specifications, or from some other specified source. Provide motor switches and starters having quick make, quick break mechanisms, with enclosures having provisions to permit padlocking starter in "off" positions. Equip each pole of starters with an interchangeable thermal actuated overload element arranged to trip all poles open if any pole is overloaded. Size of overload elements for the motor load controlled. Provide NEMA-I enclosure for indoor and NEMA-3R for outdoor, unless otherwise indicated. Fractional horsepower manual starters shall consist of a manually-operated toggle- switch and equipped with overload relay. Relay shall be of bi-metal construction and be interchangeable. Starter shall be inoperative should terminal unit be removed. Magnetic motor starters: Starters for motors over 25 HP shall be current reducing type. Unless otherwise indicated, provide nonreversing, full voltage across-the-line mechanisms. Provide starter sizes as indicated or required but not smaller than NEMA size 1. Equip with not less than two sets of reversible auxiliary contacts and control transformer. Provide pilot lights and control devices as indicated, operable at front of enclosure without opening enclosure. Where not otherwise indicated, equip magnetic starters with hand-off-auto selector switches for automatic devices. Where local control is indicated, equip magnetic starters with stop-start push button stations. Buttons, switches, pilot lights are to be interchangeable in mounting. BASIC MATERIALS AND METHODS 16050-11 Provide a molded case circuit breaker in common enclosure with magnetic starter where indicated to form a combination-starter mechanism. Factory connect line side of starter to s~vitch. Equip switch with fuses as indicated or as required for the load controlled if not indicated. Provide dual element fuses for motor loads. Refer to "Po~ver Disconnect Switches" in this Specification for requirements. Provide enclosure for motor starters, motor switches, and combination starters unless indicated or specified on mount within the enclosure specified for another product. Motor starters shall be manufactured by General Electric, Westinghouse, Square D or Allen Bradley. 2.16 A. POWER DISCONNECT SWITCHES Provide power disconnect switches having product construction requirements as specified and/or indicated. Where not otherwise indicated, the following requirements apply: Enclosure: NEMA 1, surface type in dry locations. Use NEMA-3R for exterior locations. Ratings: Voltage, ampacity, horsepower and inductive ratings complying with power source voltage and characteristics of load controlled. Mechanism: Heavy-duty, quick-make, quick-break, with voidable interlock to prevent opening enclosure in "ON" position. External lockable handle operation with provision for not less than two padlocks. Poles and fusing: Comply with load requirements. Provide fused switches where fusing is indicated or required to comply with Code and equipment requirements. Where fuses are installed, use dual-element fuses. Provide power disconnect switches which shall be manufactured by Westinghouse, General Electric, or Square D. Provide the number of poles necessary to include a pole for each ungrounded conductor. Equip switch with neutral terminal point where neutral is present. Do not switch neutral unless indicated. 2.17 A. B. PANELBOARDS Panel covers: Front covers hinged to box. Interiors: Removable assemblies complete with bus bars, circuit breakers, and required accessories as shown or scheduled. Basic Materials and Methods 16050-12 Bus bars: 98% conductivity copper of the capacity indicated, and arranged for operation at voltages and phase scheduled. Interior arrangement: So arranged that individual circuit breakers can be removed or installed without disturbing adjacent units, bus structures, or insulation. Refer to Panel Schedule for number of branches, main and branch circuit sizes, poles and trip ratings. Spares and spaces: Space positions complete in all respects, ready for future load wiring. Space positions as indicated shall be completely bussed and ready for the future insertion of the circuit breaker. 2.18 A. Overcurrent elements: Circuit breakers: Bolted type, quick-make, quick-break temperature compensated thermal magnetic trip, with frame size, poles, trip rating and minimum rms interrupting rating as indicated and scheduled. Include a separate ground bus bar in all panels. Identification: Include manufacturer's nameplate and Underwriters Laboratories, Inc., inspection label on interior of cabinet. For branch circuit panel identify each circuit protective device by typewriiten directory of permanent number referenced to circuit location load directory on interior of cabinet door. Equip distribution panelboards with individual white letter, black plastic laminated identification plates for each circuit protective device. Wiring gutter: Provide all around interior perimeter. Cross section dimension of gutter as required by code but not less than 16 square inches, or as required to include a total cross section such that indicated circuit conductors and future conductors, based upon spaces indicated, will not exceed in total cross sectional area 30% of the gutter area. Panelboard height: Do not exceed 78 inches except that floor standing panelboards may be 90 inches high providing top operating handle is within 6 feet of floor. Bussing arrangement: Refer to schedules for voltage and phase of individual panelboards. Equip line and neutral bus with lugs to accept feeders indicated. Connect circuit protective devices to main bussing arranged for sequenced phasing. POWER DISCONNECT SWITCHES Provide power disconnect switches having product construction requirements as specified and/or indicated. Where not otherwise indicated, the following requirements apply: BASIC MATERIALS AND METHODS 16050-13 Enclosure: NEMA 1, surface type in dry locations. Use NEMA-3R for exterior locations. Ratings: Voltage, ampacity, horsepower and inductive ratings complying with power source voltage and characteristics of load controlled. Mechanism: Heavy-duty, quick-make, quick-break, with voidable interlock to prevent opening enclosure in "ON" position. External lockable handle operation with provision for not less than two padlocks. Poles and fusing: Comply with load requirements. Provide fused switches where fusing is indicated or required to comply with Code and equipment requirements. Where fuses are installed, use dual-element fuses. Provide power disconnect switches which shall be manufactured by Siemens- Westinghouse, General Electric, or Square D. Provide the number of poles necessary to include a pole for each ungrounded conductor. Equip switch with neutral terminal point where neutral is present. Do not switch neutral unless indicated. 2.18.1 TRANSFORMERS - DRY TYPE A. Products: 2. 3. 4. 5. 6. This Specification is for dry type, encapsulated, self-cooled, enclosed transformers for the two winding type. Impedance shall be NEMA standard. Supply transformers with copper windings of capacity and voltage ratings as indicated, built to IEEE, ANSI and NEMA standards. Equip with NEMA standard taps. If taps are not standard, equip transformer with two 2-1/2% FCAN and two 2-1/2% FCBN taps. Where neutral connection is indicated, attach to bolt and lug inside enclosure and extend bolt through enclosure to permit external ground cormectJon. Equip transformers with vibration dampers (Korfund Company or equivalent) separating core and coil assembly from the structural members of the enclosure. Provide transformers with Class H insulation having a temperature rise above a 40 degrees C ambient, when operating at full load, not to exceed: a. Class H, 80 degrees C: 9KVA and above. Construction enclosures shall be a separate compartment supplied with panelboard where indicated on the drawings; of heavy gauge sheet steel, primed inside and out with zinc chromate or iron oxide rust-inhibiting primer. Finish with a gray enamel. Use manufacturer's standard gray color unless a particular ASA color is indicated or specified. Locate terminal compartment below the level of the transformer windings. Provide access to terminals from front for Basic Materials and Methods 16050-14 10. 11. wall and floor mounted transformers and from front and bottom for suspended transformers. Brace and locate windings, terminals, and connections for maximum short circuit stresses to prevent accidental grounding of windings and connections. Include a diagrammatic nameplate mounted to enclosure showing tap connections. Provide transformers as manufactured by General Electric. Furnish shop drawings for approval showing efficiencies at no load I/4, 1/2, 3/4 and full load conditions, maximum decibel noise level, and temperature rise at full load over 40 degrees C ambient condition. The sound levels of the transformers shall not exceed those specified by NEMA and ANSI standards, ANSI C89.1, Section 2.7.2. 2.20 GROUND FAULT A. Ground fault indicator for main circuit breaker (provide as shown on drawings): Ground fault indicator shall consist of a ground sensor encircling phase conductors including neutral in a 4-wire system connected to a solid-state ground relay which indicates the presence of a ground fault ahead of the main circuit breaker. Relay case shall be for internal surface mounting, time-current characteristic shall provide 0.5 seconds operation at about 10 times pickup. Part 3-Execution 3.01 Installation of Conduit A. Concealed Conduit: All conduit concealed, except in mechanical equipment rooms, and at connections to surface panels and free standing equipment. Coordinate electric conduits and pipes permitted to be embedded in structural concrete work. Cooperate with respective trades to effect the following: All reinforcing steel securely anchored in place before installing conduit or pipe. No steel displaced from plan dimensions without approval from Owner/Engineer. BASIC MATERIALS AND METHODS 16050-15 No conduit or pipe placed over top reinforcing nor under bottom reinforcing. Conduit or pipe and their fittings not to displace concrete in columns in excess of 4% of total cross-section area of column without approval of Owner/Engineer. e. Conduit or pipe shall not be placed closer than 3 diameters on center. Maximum size of embedded conduit or pipe not to exceed 1/2 thickness of structural slab, 2/3 thickness of topping slabs. Expansion joints for concrete encased conduits consist of a flexible tube, and fittings connected with braid jumper. All parts non-ferrous metal with joints covered with robber tubing. Expansion joints are O.Z. Electric type. Horizontal or cross runs in partitions and side walls or similar construction will not be allowed without specific approval. B. Exposed Conduit: Exposed conduit and conduit above "lay-in" ceilings routed in lines parallel to building construction. Exposed conduit fittings, condulet type for all sharp comers, tees, etc. Conduit: Securely fastened at intervals as follows: Eight foot spacing up through 1" and code scheduled spacing for sizes over 1". Fasteners: One-hole malleable straps, mineralac hangers, or split pipe hangers. Multiple runs of conduit: Uniformly spaced and supported on Kindorfchannels. Standard anchored by Phillips self-drilling anchors and bolts, or concrete inserts. Any form of strap iron or wire hangers will not be allowed. Expansion joints for exposed conduit consist of a sleeve with fittings to provide for telescoping of one of the conduit into sleeve. Movable conduit fitted with insulated bushing joint. Weatherproof; made of malleable iron with corrosion~ resistant covering. Expansion joints are O.Z. Electric type. Conduit not to be installed on hangers and/or supports installed by other trades for their use. Conduit shall not be supported from ceiling wires and/or suspension systems installed for purposes of accommodating other systems within the building. Basic Materials and Methods 16050-16 3.02 A. 3.03 A. PULL AND JUNCTION BOXES AND WIREWAYS Install pull boxes, junction boxes and auxiliary wiring gutters where indicated and where required to facilitate installation of the wiring. Such boxes and gutters meet all requirements of Articles 362,370, and 374 of NEC. For concealed conduit, install boxes flush with ceiling or wall, with covers accessible and easily removable. Where flush boxes are installed in finished ceiling and walls, provide cover which shall exceed the box face dimensions by a sufficient amount to allow gap between box and finished material. Pull and junction boxes not specifically described in other sections on the Drawings, fabricated to code gauge galvanized steel with screw covers, brass hardware and baked enamel finish, as manufactured by General Metals. Pull boxes to be spaced so that no pull exceeds 90 feet, or 270 degrees of tums. Boxes: Not to be located in finished, occupied rooms without prior approval of the Owner/Engineer. Conduits enter boxes through tight fittings bored or punch clearance holes and be secured to boxes with double lock nuts and bushings. Provide inserts, expansion anchors, rods, angle iron members to support pull boxes independently of the conduit runs. INSTALLATION OF WIRE AND CABLE General: Branch circuit work originating from panelboard arranged to balance the loads on phases or panelboard feeders. Branch wiring is minimum #12 AWG. Svlices or joints not permitted in feeders or branches except at accessible outlets, junction boxes or cabinets. Wire//8 AWG and smaller are standard pigtail connections secured with indent type conductive sleeves or screw-on type "Wire- nut". Wires//6 AWG and larger have clamp type terminals secured by multiple screws. Single set screw fastening Js not acceptable. All joints are completely insulated. Wire//6 AWG and larger are connected to panels, bus bars, etc. by approved lugs or connectors which are solderless type, sufficiently larger to enclose all strands of the conductor and securely fastened. Connector to be copper, or a copper alloy only. Connector type and material to be approved by the Engineer. BASIC MATERIALS AND METHODS 16050-17 Identification and Tagging: 1. Wire and cable for feeders, sub-feeders, control and branch conductors identified as follows: Four-wire, 120/208 volt circuits: white (neutral), black (phase A), red (phase B), blue (,phase C). Four-wire, 277/480 volt circuits; white with yellow stripe (neutral), brown (phase A), orange (phase B), yellow (phase C). Grounding Conductors: Have a green color - no other conductors allowed in green except grounds. Switch legs for local wall switches to be distinctive color such as purple, magenta or cyan. Colors: Assigned to each conductor as described and carried throughout all main and branch circuit distribution. Conductor Insulation: Colored in sizes up through No. 8; Conductors No. 6 and larger; having black insulation but phase color coded with 1/2" band of colored tape, at all junctions and terminations. Main and feeder cables tagged in all pull boxes, wireways and wiring gutters of panels. Tags to be of fireproof material, approved by the Engineer. Numbered bands to identify each wire or cable at panelboards and/or piece of equipment served. 3.04 INSTALLATION OF SWITCHES AND RECEPTACLES A. Switches and receptacles installed and located as follows, unless otherwise noted: 1. Switches: 48" above finish floors. See Architectural details. 2. Receptacles: 48" above finish floors generally U.O.N. 3. In masonry walls, switches and receptacle heights adjusted as required, so outlets are at nearest mortar joint, to specified height. Basic Materials and Methods 16050-18 4. Where walls have wainscot finish, switch height adjusted as required, so switch is either all in wainscot or all in wall above wainscot. Where light switches are located adjacent to doors, they are installed on "knob" side of door. Prior to roughing-in outlet boxes, verify from general Construction Drawings, door swings, type of wall finished, and locations for counters and work benches. Locate all switches, receptacles, etc., as indicated on the dra~vings. All such devices located in areas other than Janitor's closets, supply rooms, storage rooms, etc., not indicated on Architectural Drawings shall be located as directed by the Engineer. C. Cover Plates: 1. Products specified herein are specification grade, as manufactured by Pass and Seymour Legrand or Hubbell. All plates shall be by the same manufacturer of wiring devices for uniformity. 2. Cover plates for switches, receptacles, and telephone outlets beveled A30 stainless steel in restrooms, laboraotries, food service areas, locker rooms and utility rooms, otherwise colored "white". D. Exceptions as Noted: Cover plates for outlets above ceilings and similar unfinished areas, galvanized steel of the utility type. Provide matching plates for unused outlets, etc. Provide gang cover plates for grouped wiring devices. 3.05 A. INSTALLATION OF EQUIPMENT FURNISHED BY OTHERS Work shall be performed in accordance with requirements of standards referenced, manufacturer's recommendations, and industrial standards. The most restrictive shall apply. Accuracy of Data: Data on Drawings and in this Specification are as exact as could be secured, but their absolute accuracy is not guaranteed. Exact locations, distances, levels, and other conditions shall be governed by building. Use Drawings and this Specification for guidance, and secure Engineer's approval of changes in location. BASIC MATERIALS AND METHODS 16050-19 3.06 A. Measurements: Verify measurements at site. No extra compensation shall be made because of differences between locations shown on Drawings and measurements at building. INSTALLATION OF LIGHTING FIXTURES Installation of all lighting fixtures done by experienced electrician. Lighting fixtures not installed where finished coat of paint has been applied to walls until paint is thoroughly dry. Provide all necessary framing and mounting hardware. Contractor to be responsible for proper coordination of all lighting fixture locations. Provide support for all lighting fixtures mounted on or recessed in hung ceiling. Confer with Ceiling Contractor and other trades to coordinate lighting systems. Lighting fixtures to be rigidly mounted to fixture stud in outlet boxes. Malleable iron hickeys or extension pieces provided where required. Provide suitable coverplate or canopy for each lighting fixture outlet box where the lighling fixture does not provide a suitable cover. Lighting fixtures located on exterior of building installed with cadmium plated brass screws and gasketed. Verify all ceiling heights and clearances if mounting height is not indicated on plans or in lighting fixture schedule, or if lighting fixture is relocated because of a conflict with another trade. A mounting height for the lighting fixture is to be submitted for review. Each lighting fixture completely wired in an approved manner with No. 14 AWG copper stranded wire, 600 volt, with type SF-2 insulation; recessed lay-in lighting fixtures furnished with 7 feet No. 14 SF wire and 6 feet Greenfield, 4 feet when installed in an air plenum. Circuit wiring running through the lighting fixtures to be No. 12 AWG ~vith type SF insulation. No joints in the wires other than those absolutely required. Provide wires of sufficient length for making approved connections at the light outlets and at the lampholders or ballasts. Joints and splices within lighting fixtures to be either soldered and taped with plastic electrician's tape or secured by wire nuts or indent type lug fasteners. Protect the lighting fixtures from damage during their unloading or removal, storage or installation, any broken fixtures, lenses, etc. must be replaced with new parts, without any additional expense to the City, undue delay or inconvenience. Basic Materials and Methods 16050-20 Upon completion of the installation of the lighting fixtures and lighting equipment, they must be in first-class operating order and in perfect condition as to finish, etc. Check for proper operation and appearance, aligmnent of fixtures and proper placement of lenses, louvers, lamps and other light-controlling or modifying appurtenances. Where special lighting effects, flood or spotlighting is involved, perform final adjustment under the direct supervision of Engineer. Cleaning: Immediately prior to occupancy, damp clean all lenses, lighting fixture trims, reflectors, clean lamps or install new lamps as directed, with lenses and fixtures free of labels. Use of Lighting Fixtures: As soon as any portion of lighting fixture work is ready for operation, the Owner shall have the right to operate the same under the supervision of the Contractor. This shall in no way be interpreted to mean the acceptance of such part of the installation or relieve the Contractor of his responsibility for the complete work or any part thereof. Color and type of finish of all lighting fixtures as approved by the Engineer. Install fixtures and accessories in accordance with manufacturer's recommendations and industry standard practice. Q. Coordinate work of this section with that of other trades. 3.07 SWITCHBOARD Provide a 2.5-inch high concrete slab for all floor standing switchboards and motor control centers. Extend slab 3 inches beyond equipment base on front, back, and sides. 3.08 INSTALLATION OF DRY TYPE TRANSFORMER Use liquid tight flexible conduit for primary and secondary connections not exceeding 18 inches in length for all transformer line and load connections. Provide a separate equipment ground conductor in such flexible connections. BASIC MATERIALS AND METHODS 16050-21 3.09 A. INSTALLATION OF MOTOR CONTROLLER Connect hand-off-auto selector switches so that automatic control only is bypassed in spring loaded "manual" position and any safety controls are not bypassed. Install motor switches in flush enclosures in finished areas. Examine control diagrams indicated and manufacturer's shop drawings before ordering motor controllers. Order controllers to satisfy diagram and drawing requirements. Should conflicting data exist in specifications, drawings, and diagrams, request corrected data prior to placing orders. 3.10 A. INSTALLATION OF PANELBOARD Provide one spare 3/4-inch conduit for each three single pole or equivalent multipole spare (or space) circuit breaker positions in flush branch circuit panelboards_ Terminate over accessible ceilings or at junction boxes in equipment room or other utility space in the vicinity of the panelboards. Align and level panelboards and securely fasten to the building. Do not use connecting conduits to support the panelboards. Close unused openings in panelboard cabinets and install trim plumb and square prior to finish painting. 3.11 A. 3.12 GROUNDING Provide ground rod, grounding electrode & building structural steel bonding for all service entrance switchboard and transformer secondary per NEC Article 250. All circuit 120 V and over shall have an individual code size ground conductor. PAYMENT Payment for work required in this section will be paid for with the various items of work associated with this work and no additional compensation will be allowed therefore. END OF SECTION Basic Materials and Methods 16050-22 . 11/18/03 15:47 FAX 7,1~7,~6,,12134 SIEMENS BLDG TECH/LANI~ ~002 MAR~HU~IN~. ,~ ~OOI - J~ O~L~ AND C~FER6 NO RI~T$ UPON ~E ~ER~FIC~TE 44~i~any~e~ HO~E~ ~HI~ CEE~F~AT~ ~0~ NOT AMEND, ~NO OR .... ~;. :.'. '] .~'~:,~r~,., '~., ~', · 11/18/03 15:47 FAX 7147612134 SIE~IENS BLDG TECH/LANIM-~ ~003 ~.~'~.,.~,~'~',~,,;.~!..~'~-~'.'~.~.; ' ' : ";: ,':' "~"~," ~';,, '.L:.: ;:' ~,"' aL%'*-':/: '"~o--~~ BUFFALO GROVE, IL F THE CITY OF 8ANT~ ANA, 20 CIVIC CSNTER laLAZA SANTA ANA. CALLFORNIA ~2701; i'rl~ 0 FFICER$, BMPLOYEE~e,, AGENTS, VOLU NTEEP~.el AND REPREE~NTATIV~-~ ARE INCLUDED A,S ADDITIO ~.~ INSURED UNDER THE ABOVE REFERENCED GENERAL L ABILrrY AND AUTOMOB LE LL~LITY I~URAiq,CE PC~.tOBS AND TNB COVERAGE AFF:O RDF_.~ THE ADDITIONAL [NSU R~D U NDBR THEE~ POLICIEE 8HALL SE FRiMARY N'4D N ON 'C 0 t'rr R IBUT(~r~.Y INSUIaJ~NCE TO Tide EXTENT THAT A CLAIM ARL~E$ FROM THE NEt~LIGENCE CF SlEMENE BUILDINO TECHNOLOGIES INC. OR ITS SUBCONTRACTORS WITH REEPEQT TO ALL O~'ERA?IONS OF TH~ iNSURED BUT ONLY WiTH RESPECT TO ALL WORK laF-R~ORMED BY AND ON BEHAJJ; OF THE NAM ~) IN~.LtR~D EIEM~NS SUILDING TECHNOLQGIEE, INC. FOR CERTIFICATE HOLDER UND~ COi~CT , 11/18/03 15:48 FAX 7147612134 ~003-11-16 CIII:IO Fr~N/~lSA ~N~ SIEMENS BLDG T-IlaO P,004/004 ~]004 F-iQ1 POLICY F~IJM~,~;R: ICH GL t3Z,03 POLICY I:~I-'.RIOD: ~010t103-10101104 COMMERCIAL (SENERAL LIABILITY 81~MEI4~ CORP. ETAL THUS ENDORSEMENT GHANGE$ THE POLICY, PLEASE READ IT CAREFULLY. ,ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -SCHEDULED PERSON OR ORGANIZATION Thi~ endorsemant modifies insuranGil provided under the following: COM ~/IERCiAL (31=NERAL LIABILITY COVERAGE PART SCHEDULE ~y person or organlzatio~ where required lay writer1 cOIq/~e~t ~pli~,le ~ ~ls endor~ment.) A. ~l;Iran # - Who lis A~ In~ured is emended to include es an Insured the person or arganizat~on sho~m in ~e 8ctled~la. but o~[y with r~t to liability e~lng o~t of ~/OLtr o~g~ln~ operagons p~m~ed for the[ ~r~red. R. Witl'~ re~pe~'~ ~ the ineurarlce affor~led to the~e eddl'donat Insur'eds, fha fOllowing exclusion is 2. I~[olueton~ This Insurance does not appi',J 1o "bodily In- ju~' or '~3porLy damage" occurring after: (1) NI work, including m~teri~l~, I~rts or equipment furnished in conne~tlo~ with ~ ~ on the project (oUter than eewlce, melntaflanee or repaim) to be performeq by or on ~ of ~he addi- ~ insured(s) at ~he ~te of the cov- ered cq3emtione I~e$ ~ complated; or (2) That portion of "your work" out of which tile injury or damage aries lqe,, been put to Its intended use by an)' person or erganLcatlon other then another con- tractor o~' subo~ltraGtor engaged tn performing operations for e principal as e pert ~f tile same proJeot. It Is e~lraad that this Insurance mab~balf~od pursuant to the written Con,'eot ag~ent~ ~all be p~m~ ~, end not ~bu~ wEh e~y ~su~n~ ~ s~lf- I~umnr~ mein~n~ ~ ~e a~ve, b~ an~ ~ mep~rt~ work p~o~ed by or on beha~ of the ~m~:[ [~ut~. CG 2(I 10 10 01 Q I~10 Properties, Inc., 20(30 Page I of t r'l ,,03/05/05 13:47 FAX 714 826 2353 SIEMENS BLDG TEe ~002 ~:"'A~c(jiif'q'~~t"':~;'" .8,~,,;;,::..,..:~~:,.~~~~;;~J!i:.~il1emi) ''''OOUCIJI MARSH USA INC. << WHIPPANY ROAD P.O. BOX 1966 MORRISTOWN, NJ 07962.1966 . '. """'.'''''''''l:o~''''",~ ",nll<I,j1<tI:l\'11 . g.llll [",IODIYTI 09130104 THIS CERTIFICATI IS ISSUED AS A MATTER OF INFORIIATION ONLY AND CONFBRS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE ODES NOT AliENO, EXTE.,D OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELDN. COMPANIES AFFORDING COVERAGE l0012~A- 609 xxxx CgllllPANY A INSURANCE CORPORATION OF HANNOVe:R COU"'A""'t' B L1SERTY MUTUAL FIRE INSURANCe: COMPANY COMPANY C LISERTY MUIUAL INSURANCE COMPANY IN!UR'ECl SIEMENS BUILDING TECHNOLOGIES, INC. 1000 OEERFIELD PAR~AY BUFFALO GROVE.IL SOOB~513 A COMPAN'( _~ 0 'enIlEll!A'llES:';"'''I'' ,.."" , '''''llm!. I .: 'I"C""'fi~~'''''<'''''C''''~':.i'kf':;;;;;.'''''''''''''~'illl!lillliiiilii'OIl'!l!d~''''''~''''''.ijjill;!~ 1..,";':'I:"''I\~''WI'I,_ "".' "Ii:, ::,::'''":',~;Dm ~)j;,,,,,,..-~._,._~~".~....~U_,l,, m~b,w!i!:tf:.ir.~,6< w'-"..~__~~~.. ~,.~,IJ.I~~:..,.,...:"'Ir".~_:1!Iur,Ip...".."..-.,...,-.:t'..--"-,, ,AUti~'\l~,...,:.., ," 11., , :mll!lllli:;t.a,~";~~;li~~~,___..., , ,r.,~,,~,j, ,i-:lI"kN~IO!";;~:" ". THIS IS TO CERTIFY TI-lAT POl,ICIES ~~ INSURANCE L1SlED BeLOW HAV& BE!N ISSUED TO THE INSURED NAMED ABOl/e FOR ll-lE POUCY PERIOD INDICATED, NOTVVITHSTANDlNG ANY FU:aUI~I:!MeNT, TERM OR CONOfTJON Of ANY CONTRACT OR 01HER DOCUMIiNT WITH R!SPECT TO WHIC}O' T'JolIS CERllflCATE MAY 91;;; ISSUSO OR MAY PERTAIN, THE INSu~NCE! AFFORDED BY 1HE POLICIEiS O!5CftIBEO H!A:E1N IS SUBJECT TO ALL THE TERMS, EXCLUSIONS ^ND cOf'llOmONS OF SUCH P0I.1CIES, A~GA TE LIMITS SHOWN MAY HAVE SEiEN REDUce.O BY PAID C!-AIMS. co TYPIii OF INSUM"CE 'OUCY NUMai~ POLICY liI='ECTl'li POlICY SXPIlU.TlOH LIMn ". DATB'MIWDm'l CATEIMMlbDIYYl A ~LU.lJlI.1TY ICH GL 132.04 10101/lJ4 10101/05 GENERAl.. AGGREGATE $ 10 000.000 X COMME~e~LGCNCRALUAB~rrv PRODUCTS. COMPIOP AOO $ INCl.. / CLAIMS L\ADE ~ OCCUR _PiR$ONAl. &; ArN INJURY $ 1 000,000 OWNER'S ..COl<lIRp.Cl"OR<SPROT EACH OCCURRENCe $ { 000.000 FIRE OAMAG!. (Nly_ 9"' 1\nI S 1 000,000 ~EOIiXP(Anyol'll1l'1ll""'l $ 1 00.000 8 AUTDMOIIIU UAeI\.I'l"V AS2-631-00433<-03< (AOS) 1010"04 1010110. COMBINE.D SINGLE !.NIT $ 2 000,000 X ~v AUlO ASl.1l31.o04334-o54 (OH) 10101104 1011)1100 x ALL OWNE.O AlITOS BOOIL Y INJUR1 $ NlA 5CHECUl.E.D AV\O$ (f'lIl"persDn) X HlREDAUTOS BODIlY INJUR'l' S NlA X NON-OWNED AUTOS {f'lIracdllenl) PROPERTY DAIo'IAGE $ NlA GARAQ:i UA&lUTT AlITO ONLY. EA ACCIDENT ANVAUIO , OTHF.;1'l 'l"HAN AUTO ONLY; E.;<;. L AGGREGATE EXClSS I.IA.BIUTY Attorne~ EAeI-lOCCUAAENCE UlolORELJ...Il FORM ,o.GGfl:I;GATE OTHER THAN UMBRE.lLA FORM C WOMiRIi COMI'ENl!lAn ANO WAHI30-0043J4.014 (AOS) 10/01/04 10101100 X EWl.OYERS' L1AlIlUTT TORY UMITS WC7 -631-004334-024 10/01104 10/01105 EACH AC;C1DENT THE PROPRIETORl X 1NCl. (AK, ID. Mr. OR, & WI) DI5CASf. poLeY UMIT PAA'l'Nl!tlSJEXECUTIVE OFFICERS ARe:: EXCL DlSEA~E. EACH E,..,PlOYl:F. OTHER DESCRIPTION 0'" O'iRAnO~lOCAnONSlVEiHICLE!JS"iClAL ITEM' RE: 60'" CITY Of SANTA ANA e:NERGY AUDrr SEE A rrACHED ~~~~~~,!!smr,ff~l~ll~~~8!~~lW~~~~~~~~:lr~lli:~~~;:;J~!~j;r.~~~1ffll!:a!!~~;t!9.m~!R.I~i~m~~ff~a~~ijilltt2~~~~~'Sh"~mI~j~~!!t~~mfj~~m~lrn@t~i~~j~ .sHOULD ANY OF THE ABtJVE DE:!ieR1DaC POUCliS liE QANCEl...LED aUORE "HI! EXPiRATION CATI THiREOf, l'H'E: INSUFtANeE. eoMII'ANY 1Ml.!. ~ !l!AlL ~D"'Y~ WRlTTtN NOTI!;:I TQ THE CERTIFICATE I-IOl.DER NAMED TO niE I-fFT, ~nY""""'XiWflI~~0iiX ~1"'tll_"'~W< ;I.atI- -'Q9R, JiI.~!i.~W..:. :"':c;" ~'Il'..";" Ullian Campbell ~. ~ :'~', .~R1jf~~mn~tl~'!;J~Wl1~!~~ij'~i~,jff:~~;:1~6~1r;ffif'!~&'Th1~~(~~;:~~;;~~':~?~~)!!OOilfllmp!l!ffffil~~m~rJttljl~imJirtiN~~m~?!iEf:f~~~~ffirlrllr:ffi!i!;~f.I~j~~%ili!., ~ \' ..;.~~~~D~{"'~ CITY OF SANTA ANA AnN: CLERK OF n;E CITY COUNCIL 20 CIVIC CENlER PLAZA (M-30) P.O. BOX 1966 SANTAANA.CA 92702-1988 03/05/05 13:48 FAX 714 826 2353 SIEMENS BLDG TEe ~003 IIII' :',\1: ~:I~'",':r:!':":~ '..:. 'ROOUCER MARSH USA. INC. << WHIPPANY ROAD P.O. BOX 1966 MORRISTOWN. NJ 07967.-1966 :: .-DATiiMWi;";';i~"l 1 09/30!J4 :~ COMPANIES AFFORDING COVERAGE COMP'ANY E CQMPANY F 10012g.aA- 609 xxxx ltUiURlD SIEMENS BUILDING TECHNOLOGIES, INC. 1000 DEe:RFIELD PARKWAY SUFFALO GROVE.IL 600S9-oW13 O"""ANV G COMPANV H ,~c.~'" ""<...._.....00',... ''''Y"''''"",,,,,,,, .,....."-.~,,,.!1II~" ""T "".,," ...,..,,, '",I.'.'.~.',.."",. .11'"...1"'. ".' ".!"'''"''.. '.T.'''.'''''''.'''". .",,-,....111I11""'".... ... .".:.;c ''''''''...''...''''... . AiI~I:~:~~~;~l!n~"i!1!~~~iIllk>l~~~j~~~.~~~tiiilt;~i;;:~;~ij~~i~!~t!~;m~I;;iim;~~ ~~;fti11~r~~4i~iliitiitlliNllii~ !iJ9,dii~:r.:~~~lli!i~~~l!jJd!lL~:~m'1m~~,~gllljij~,~J;I\,~wll~~1'-''''~~III ~11Wi'r.jjii~ft RE: 609- CITY OF SANTA ANA ENERGY ~UDrr THE CITY OF SANTA ANA, 20 CIVIC CEN'TcR PLAZA. SANTA ANA. CALIFORNIA 92701: ITS OFFICERS. EMPLOYEES,.AGENTS. VOLUNTEER:l AND REPRESENTATIVES ARE INCLUDED AS ADDIT10NAL INSURe:D UNDER THE ABOVE R!FER~NCED GENERAL LIABILITY AND AUTOMOBILE LIABIUTY INSURANCE POLICIES AND THE COVERAGE AFFORDED THE ADDIT10NAL INSURED UNDER THESE POLICIES SHALL BE PRIMARY AND NON-CONTRIBUTORY INSUAANCE TO THE EXTENT THAT A CLAIM ARISES FROM THE NEGLIGENCE OF SIEMENS BUILDING T!!CHNOLOC,IES INC, OR ITS SUBCONTRACTORS WITH RESOFCTTO ALL OPERATIONS OF THE INSURED BUT ONLY WITH RESPECT TO ALL WORK PERF')RMED BY AND ON SEHALF OF THE NAMeo INSURED. SIEMENS SUILOING TECHNOLOGIES. INC. FOR CERTIFICATE HOLDER UNDER CONTRAC'''. ! APPROVED AS TO FORM \/1if Z/ Z /Laura Stitt Sheedy A:>sistant City Attorney \'!C~t'GME:Ho:l3GSft".-.''I';'h''''~''~'''~~~''~-'.''''. ~-lii;'.-~i"""f'al~l' :t:'\il\:l'r'~,~~:r.;,~~FlI.~~..,..,t<~~.,., ",."l~1 JIl~j ~1!t1I,.~.I( a'" i: J I 'I rrl~ifW.' (;'~f.;;'X;~I;;h;,~,~~.~IJ.~,,,....:.~,..i.;~~~~'IUc1'il;Nii',;~m:I~",~J.1l!~)~!.~:~;~:;~,!i'~i:!:f~J=;d~~Wi:'ilF:,. ;''r.~n:;:';i:idM!!~!!l!m~ ,;:'1:,~~;:,~~;.~i:11~)!!fj~ lIBLm:~:i;!iM<.~t11 CITY O~ SANTA ANA ATTN: CLERK OF THe: CITY COUNCIL 20 CIVIC CENTER PLAZA (M-30) P.O. BOX 1988 SANTA ANA. CA 92702-19S6 ;1~~i\!.~\:~*~tt~=!#l~~I'p'j~~lt'~I;~~~j;~~\!l!i!iffilli~m;1.~fi&Q~~I~~ DATE \MMllIDNY) 09/19/05 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. COMPANIES AFFORDING COVERAGE I CO':ANY IN~URANCE CORPORATION OF HANNOVER- -- T CO~ANY LIBERTY MUTUAL FIRE INSURA~C~ COMPA~ 1---------- --- --- COMPANY C LIBERTY MUTUAL INSURANCE COMPANY 1_------- ---- -- --- COMPANY D AeOR!),. CERTIFICATE OF LIABILITY INSURANCE PRODUCER MARSH USA INC. 44 WHIPPANY ROAD P.O. BOX 1966 MORRISTOWN. NJ 07962-1966 100129-BA-- xxxx 609 INSURED SIEMENS BUILDING TECHNOLOGIES, INC. 1000 DEERFIELD PARt<NVAY BUFFALO GROVE, IL 60089-4513 A-;)co3-0dd-{)( COVERAGES This certificate supersedes and repJaces anyprevjously issued certificate, 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 1S SUBJECT TO All THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, --C~----- ----1---- --- ----TpOllCY--EffEC~~1 ~UCY EXPI~ATION 1--------------- - LTR TYPE OF INSURANCE " POLICY NUMBER ! DATE (MMIDD/VY) ; DATE {MMfDDNYJ LIMITS A GENERAL LIABILITY ICH GL 132R05 ~L::~MMERCIAL GENE~AL LIABILITY \. H ~ CLAIMS MADE L Xl OCCUR l~-OVV'NER'S & CONTRACT-~'S PROT I 10101105 10/01/06 B AUTOMOBILE LIABILITY AS2-631-004334-035 ~ ANY AUTO X _-Ii ALL OWNED AUTOS 1----0 SCHEDULED AUTOS IX I HIRED AUTOS rJ NON-OWNED AUTOS 'j__n_ , GARAGE LIABILITY E-! ANY AUTO ___ /$1U'~7/f~--- '- ,,>,-- -, -- -oj. 10/01/05 10/01/06 EXCESS LIABILITY UMBRELLA FORM I OTHEOR THAN UMBRELLA FORM C WORKERS COMPENSATION AND I EMPLOYERS' LIABILITY I ! THE PROPRIETOR! PARTNERS/EXECUTIVE OFFICERS ARE' o ER 1 I IWA7-63D-004334-015 (AOS) I WC7 -631-004334-025 ~ INCL !(AK, 10, MT, OR, & WI) I I EXCL 110/01105 10/01/05 I 10/01/06 10/01/06 I I DESCRIPTION Of OPEAATlONSJLOCATlONSNEH1CLESfSPECIALlTEMS RE: 609- CITY OF SANTA ANA ENERGY AUDIT SEE ATTACHED CERTlFlCATEHOLDER NYC.OO1505086-13 CANCELLATION GENERAL AGGREGATE ~ __ 10,000,000 ~RODUCTS _ COMPIOP A~ INCL ~RSONAL & ADV INJURY ---1! _ 1 000,000 ~ACH OCCURRENCE 1$ 1,000,000 FI~E DAMAGE (Anyone fire) li __ 1,000,900 MED EXP (Anyone person) $ 100,000 I COMBINED SINGLE LIMIT I $ 2,000,000 I ~~.DILYINJUR;- --t;-- --- NIA ~er~~n)_____ _+______ I ~~D\l'(INJlJRY -- $ N/A ~~aCClde~~--- _-+=-_ ____ PROPERTY DAMAGE $ N/A 1 AUTOONLY-EAACCIDENT ,$ OT": T"A~;:::~:NT \ $ ... ...: . .... . AGGREGATE $ r. Ei\gH OfCURREN~. . $ 1- ~GGRE_GATE__ -tt- x I' STATU- -- OTH-] -- __---.IQ~y LlMIT~l__,__~~_+~-,------",_~,_: ~CH ACCIDENT i $ 1,000,000 ,D1~EASE- POLlC~ L1MI; ----t $--1,000,000 -----_._--.~"------ DISEASE - EACH EMPLOYEE $ 1,000,000 CITY OF SANTA ANA ATTN: CLERK OF THE CITY COUNCIL 20 CIVIC CENTER PLAZA (M-30) P.O. BOX 1988 SANTA ANA, CA 92702-1988 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCEllED BEFORE THE EXPIRATION DATE THEREOF, THE INSURANCE COMPANY WIll ~ MAIL ~ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, ~~llW<OO< ~-X~~-.x DXM- l~ ~SH~Af~._ Rich O'Connor ACORD 25 (1/95) I!l ACORD CORPORATION 1988 . PRODUCER MARSH USA INC. 44 WHIPPANY ROAD P.O. BOX 1966 MORRISTOWN, NJ 07962-1966 DATE (MMlDDfYYl NYC.0015050!6-13 09/19/0~. COMPANIES AFFORDING COVERAGE - -- ------- ~-- ----- -- - - COMPANY E ADDITIONAL INFORMATION 100129-BA-- 609 XXXX Ic~---- I C~MPANY SIEMENS BUILDING TECHNOLOGIES, INC. 1000 DEERFIELD PARKWAY BUFFALO GROVE, IL 60089-4513 -\ C~MPAN-;-- -- r-~~PANY- ,- --.~--~--- -- INSURED TEXT RE: 609- CITY OF SANTA ANA ENERGY AUDIT THE CITY OF SANTA ANA, 20 CIVIC CENTER PLAZA, SANTA ANA, CALIFORNIA 92701; ITS OFFICERS, EMPLOYEES, AGENTS, VOLUNTEERS AND REPRESENTATIVES ARE INCLUDED AS ADDITIONAL INSURED UNDER THE ABOVE REFERENCED GENERAL LIABILITY AND AUTOMOBILE LIABILITY INSURANCE POLICIES AND THE COVERAGE AFFORDED THE ADDITIONAL INSURED UNDER THESE POLICIES SHALL BE PRIMARY AND NON-CONTRIBUTORY INSURANCE TO THE EXTENT THAT A CLAIM ARISES FROM THE NEGLIGENCE OF SIEMENS BUILDING TECHNOLOGIES INC. OR ITS SUBCONTRACTORS WITH RESPECT TO ALL OPERATIONS OF THE INSURED BUT ONLY WITH RESPECT TO ALL WORK PERFORMED BY AND ON BEHALF OF THE NAMED INSURED, SIEMENS BUILDING TECHNOLOGIES, INC. FOR CERTIFICATE HOLDER UNDER CONTRACT '/35. /'l~ CERTIFICATE HOLDER CITY OF SANTA ANA ATTN: CLERK OF THE CITY COUNCIL 20 CIVIC CENTER PLAZA (M-30) P.O. BOX 1988 SANTA ANA, CA 92702-1988 MARSH USA INC. BY Rich O'Connor 9 ~ +....t=.- Paae A COBP. CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDfYV) 09/27/06 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION MARSH USA INC. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 44 WHIPPANY ROAD HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR P.O. BOX 1966 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. MORRISTOWN, NJ 07962-1966 COMPANIES AFFORDING COVERAGE - - --- -- - - --- - -- ----- COMPANY 100129-6-7BA--06/07 609 XXXX A GERLING AMERICA INSURANCE COMPANY -- -- - - ----- ----- - -- .~ - - - -- -- - - - ---- ----- ----- ----- INSURED k;lroio-111t> COMPANY SIEMENS BUILDING TECHNOLOGIES, INC. B LIBERTY MUTUAL FIRE INSURANCE COMPANY 1000 DEERFIELD PARKWAY A- ;).(;03--0),';) --...-- - - - - - - - ---- ---- -- BUFFALO GROVE, IL 60089-4513 A - ;;lco3-0..Q.-ol COMPANY C LIBERTY INSURANCE CORPORATION ,- - - -- - - ------- -- -- -- COMPANY i D COVERAGES This certificate supersedes and replaces any previously issued certificate. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTVlfITH$TANDING 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ----,---- --- ----- -1".-- .- -- --- POLlCY EFFECTIVE! ';;UCY EX~IRATIO-';-I---- -- - -- -- -- CO TYPE OF INSURANCE , POLICY NUMBER LIMITS LTR DA.TE (MMIDDlYY) DA.TE (MMIDD/YV) A GENERA'- lIAB1LlTY 17200509 GLP ! 10/01/06 10101/07 ~RALAGGREGATE ~_ ..'7,500,000_ 7.1 C::,MMERCIAL GENE~IABILlTY PRODUCTS - COMPfOP AGG $ INCL. , ~SONA~~DV INJUR~ . $ ~OO,OOO ---L-- CLAIMS MADE ~__' OCCUR I ------ -----= j O_ERS & CONTRACTORS PROT , EACH OCCURREN~ -t!--- ~~,o~~ ---- - --- - ~9AMAGE (Any one fire) _~~__ __~000,0~~ MED EXP (Any one pe~on) $ 100,000 B I AUTOMOBILE LIABILITY AS2-631-004334-216 10101/06 '10101/07 COMBINED SINGLE LIMIT $ 2,000,000 , Y ANV AUTO --.-..---- -t.-....-- ---- . l X ~ ALL OWNEO AUTOS BODILY INJURY 1= NIA _ . SCHEDULED AUTOS (Perpe~on) ---- -- --- 'X HIRED AUTOS BODILY INJURY NIA F-I NON<JWNED AUTOS (Per accident) , --- -- - - , PROPERTY DAMAGE $ NIA ~ GARAGE LIABILITY I ~.?!'J_LY. EA_,o1.CCIDENT__ ..L.. - R ANY AUTO _ .--- .. OTHER_T~AN AUT9._0NLY: _~,~_ -- - - - ___ _ EACHACgDENT_I_~ -- I AGGREGATE $ EXCESS LIABILITY I EACH OCCURRENCE $ ,-------, --....--- - -- -.. Il UMBRELLA FORM AGGREGATE $ --- --"--.- ---- OTHER THAN UMBRELLA FORM '$ C WORKERS COMPENSATION AND WA7-63D-004334-016 (AOS) 10101/06 10101/07 X WCST~l,~-?_U~,l,ti- EMPLOYERS' LIABILITY ~O_RY LlMIT~ E~ ~._ C 'WC7-631-004334-026 (OR, WI) 10101/06 10/01/07 ~_c:~CCIDEr-J~_-=- ~_ .' '.. '.~ ,6~ C THE PROPRIETOR! rq INCL 'EW7-63N-004334-046 (WA) 10/01/06 10/01/07 'DISEAS!'-._._POLlCY _L~M~-r-L- .. ~OO,~~ I PARTNERS/EXECUTIVE :- EXCL $5ooK LIMIT I $5ooK SIR OFFICERS ARE- DISEASE - EACH EMPLOYEE $ 1,000,000 laTHe" , I I ! , I DESCRIPTION OF OPERATIONS1LOCATIONSIVEHICLESJSPECIAL ITEMS .~(lc RE: 609- CITY OF SANTA ANA ENERGY AUDIT SEE ATTACHED CERTIFICATE HOLDER NYC-001505086'17 CANCElLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE INSURANCE COMPANY WILL ~ MAIL CITY OF SANTA ANA ~ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, ATTN: CLERK OF THE CITY COUNCIL 20 CIVIC CENTER PLAZA (M-30) ~- P.O. BOX 1988 Xol\I<~~~lifI:~ SANTA ANA, CA 92702-1988 AUTHORIZED REPRESENTATIVE ~N"G?~tlA~'.LI.. Mary Radaszewski ACORD 2$ (11/0$) '" ACORD CORPORATION 1988 " Il. ADDITIONAL INFORMATION 100129-6-7BA--06/07 609 1-- -- I C;MPANY _l?MPANY _ _ DATE (MMfODNY) NYC-001505086-17 09/27/06 - -- --- - - -- - COMPANIES AFFORDING COVERAGE PRODUCER MARSH USA INC. 44 WHIPPANY ROAD P.O. BOX 1966 MORRISTOWN, NJ 07962-1966 ----- - - -- .- XXXX INSURED SIEMENS BUILDING TECHNOLOGIES, INC. 1000 DEERFIELD PARKWAY BUFFALO GROVE, IL 60089-4513 L~MPANY COMPANY H -----._- - TEXT RE: 609- CITY OF SANTA ANA ENERGY AUDIT THE CITY OF SANTA ANA, 20 CIVIC CENTER PLAZA, SANTA ANA, CALIFORNIA 92701; ITS OFFICERS, EMPLOYEES, AGENTS, VOLUNTEERS AND REPRESENTATIVES ARE INCLUDED AS ADDITIONAL INSURED UNDER THE ABOVE REFERENCED GENERAL LIABILITY AND AUTOMOBILE LIABILITY INSURANCE POLICIES AND THE COVERAGE AFFORDED THE ADDITIONAL INSURED UNDER THESE POLICIES SHALL BE PRIMARY AND NON-CONTRIBUTORY INSURANCE TO THE EXTENT THAT A CLAIM ARISES FROM THE NEGLIGENCE OF SIEMENS BUILDING TECHNOLOGIES INC. OR ITS SUBCONTRACTORS WlTH RESPECT TO ALL OPERATIONS OF THE INSURED BUT ONLY WITH RESPECT TO ALL WORK PERFORMED BY AND ON BEHALF OF THE NAMED INSURED, SIEMENS BUILDING TECHNOLOGIES, INC. FOR CERTIFICATE HOLDER UNDER CONTRACT 't%:3 2-/"L. CERTIFICATE HOLDER CITY OF SANTA ANA ATTN: CLERK OF THE CITY COUNCIL 20 CIVIC CENTER PLAZA (M-30) P.O. BOX 1988 SANTA ANA, CA 92702-1988 Page MARSH USA INC. BY Mary Radaszewski ~ a"''/,.~p ,.....;.: MARSH Marsh USA Inc. 10900 stone lake Blvd., 3'iJ Floor Austin, TX 78759 5123424400 Fax 2129480622 Njsiemens.csg@marsh.com Memo To: Date: From: Subject To Whom It May Concern September 20, 2006 Marsh CSS Siemens Corporation Certificates of Insurance 2006 - 2007 Policy Year As a Siemens Corporation Certificate Holder, please find attached your company's renewal certificate for the 10/1/06- 10/1/07 policy period. If you do not require this Certificate of Insurance, please advise by marking "delete" on the certificate and returning it via email (nisiemens.csgClllmarsh.com) or fax to (212) 948 0622. Best regards, Marsh CSS MAte Mill~h&MdpnnilrIC[)mpaflle~ MMC 2/20/2008 5:59 PM PAGE 2/004 Eastern Time Zone .. PRODUCER MARSH USA, INC. 44 VlJHIPPANY ROAD P.O. BOX 1966 MORRISTOVIIN, NJ 07962-1966 DATE (lINIDDIYY) 02120/08 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIQHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE OOVERAQE AFFORDED BY THE POLIOIES BELOW. COMPANIES AFFORDING COVERAGE COMPANY loo129~7BA-07/08 609 0704 XXXX A GERLING AMERICA INSURANCE COMPANY INSURED SIEMENS BUILDING TECHNOLOGIES, INC. 'A-2003-022 1000 DEERFIELD PARKWAY ~ " '" BUFFALO GROVE, IL 60089-4513 !A-2003-022-01 'A-2006-116 !~-2006-330 COMPANY B LIBERTY MUTUAL FIRE INSURANCE COMPANY COMPANY o LIBERTY INSURANCE CORPORATION COMPANY D THIS IS TO CERllFY lrIAT THE PQ.IOES a= INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAWED ABCNE FOR lrIE POLICY PERIOO INDICA 'TED, NOlWlTHSTANDING ANY REWIRENENT, 'TERM CR ~DI1lON OF ANY ~TRACT CR OTHER DOCUroENT WITH RESPECT TO WHICH THIS CERllFICA'TE MAY BE ISSUED OR MAY PERTAIN, lrIE INSURANCE AFFORDED BY lrIE PQ.IOES DESCRIBED HEREIN IS SUB.ECT TO ALL lrIE TERMS, EXCLUSIOOS AND ~DI1lONS OF SUCH POUOES. AGGREGA'TE LIMITS SHOMII MAY HAVE BEEN REDUCED BY PAID CLAIMS. co ~!PE OF tlSURllNCE PQ.ICY NUMBER PQ.ICY EFFECTIVE POLICY EXPIRATION LIMITS LTR DATE (lIMIDDIYY) DATE (lII/1IDDIYYI A GENERAl LIAEIILITY 7200509 GLP 10101/07 1 0/01108 GENERAl AGGREGATE $ 10,000,000 X COMMEROAl GENERAL lIABllIlY PRODUCTS - CaMP/a> AGG $ INCL. CLAIMS MADE ~ OCCUR PERSONAl &,ooV INJURY $ 1,000,000 OWNER'S & CONTRACTOR'S PROT EAOI OCCURRENCE $ 1,000,000 $ 1,000,000 $ 100,000 B AUTOMOBILE LIABILITY AS2~l-004334-217 10/01/07 10/01/08 $ 2,000,000 OOM81NED SNGLE LIMIT i X MV AUTO X AlL CMNED AUTOS 80DIL Y INJURY $ NIA ~EDULED Al.;TOS (Per perscnJ X HIRED AUTOS 80DILYINJURY NIA X (Per arod"'tJ $ NON-CM.NED AUTOS PRa:>ERlY DAMAGE $ NIA OARAOE LIAEIILITY !\UTa ONLY - EAACODENT $ ...............................................;.... ANY AUTO OTHER THAN AUTO ONLY' _~.~'4f::_-::_-:_._._.:\!,%~.:._-_-.-_. EAOI AOODENT $ AGGREGATE $ EXCESS LIAIILITY Ei'CH OCCURRENaE $ UMBRELLA FORM AGGREGATE $ , ~ER THAN UMBRELLA FORM $ ,C WORKERS COMPENSATION AND WA7~D-004334-017 (AOS) 10/01/07 10/01/08 GTH,"':-- ......._.............:.::.::.:::.?:~~t;:.::: EM PLOYERS' LlABlLnv ER ............................................':i:. C WC7-831-OO4334-027 (OR, WI) 10101/07 1 0/01/08 $ 1,000,000 C THE PROPRIETCR/ X INCl EWl-83N-004334-047 (OH) 10/01/07 10101/08 DISEAI'E . PQICY LI MIT $ 1,000,000 PARTNER~EXEClIl1'IE OFFI aERS ME EXCl $5OOK LIMIT I $SOOK SIR DISEAI'E . EACH EMPLOYEE $ 1,000,000 DESCRIPTION OF OPERATIONSIlOCATlONSIVEHICLESlSPECIAL ITEMS RE: 609- CITY OF SANTA ANA ENERGY AUDIT SEE ATTACHED CllY OF SANTA ANA AnN: CLERKOF THE CITY COUNCIL 20 CIVIC CENTER PLAZA (M-30) P.O. BOX 1988 SANTA ANA, CA 92702-1988 SHOULD ANY OF THE ABOVE DESCRIlED POLlaES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE INSURANCE CONPANY WILL ~ MAIL .:~_ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, ~ ~~ li)0()QiOO(~~)Ii1Q(~lQO(~~~ AU 11IDRIZED REPRESEIITAlIVE owihI A~...... /7 ttI, /a . March USAlnc. .n.-. UlilI fI"~--"" ~- BY: Mary RadaszllNSki MMC 2/20/2008 5:59 PM PAGE 3/004 Eastern Time Zone . PRODUCER MARSH USA, INC. 44 WHIPPANY ROAD P.O. BOX 1966 MORRISTO\l\lN, NJ 07962-1966 DATE (MMIDD1YY) * 02/~O(QB ,.""._..1 COMPANIES AFFORDING COVERAGE Ca"P~Y E COMPANY II' 100129-6-7BA-07/08 609 0704 XXXX INSURED SIEMENS BUILDING TECHNOLOGIES, INC. 1000 DEERFIELD PARKWAY BUFFALO GROVE, IL 6008~13 ~P~Y G ~P~Y H RE: 609- CITY OF SANTA ANA ENERGY AUDIT THE CITY OF SANTA ANA, 20 CIVIC CENTER PLAZA, SANTA ANA, CALIFORNIA 92701; ITS OFFICERS, EMPLOYEES, AGENTS, VOLUNTEERS AND REPRESENTATIVES ARE INCLUDED AS ADDITIONAL INSURED UNDER THE ABOVE REFERENCED GENERAL LIABILITY AND AUTOMOBILE LIABILITY INSURANCE POLICIES AND THE COVERAGE AFFORDED THE ADDITIONAL INSURED UNDER THESE POLICIES SHALL BE PRIMARY AND NON.cONTRIBUTORY INSURANCE TO THE EXTENT THAT A CLAIM ARISES FROM THE NEGLIGENCE OF SIEMENS BUILDING TECHNOLOGIES INC. OR ITS SUBCONTRACTORS "WITH RESPECT TO ALL OPERATIONS OF THE INSURED BUT ONLY WITH RESPECT TO ALL WORK PERFORMED BY AND ON BEHALF OF THE NAMED INSURED, SIEMENS BUILDING TECHNOLOGIES, INC. FOR CERTIFICATE HOLDER UNDER CONTRACT. CITY OF SANTA ANA ATTN: CLERKOF THE CITY COUNCIL 20 CIVIC CENTER PLAZA (M-30) P.O. BOX 1988 SANTA ANA, CA 92702-1988 lIa"'" USA I... f~'.:::'---"'. ~~ MMC J 2/20/2008 5:59 PM PAGE . POLICY NUMBER: 7200509 GLP 4/004 Eastern Time Zone COMMERCIAL GENERAL LIABILITY CG 20 10 0704 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 Or anization s : MY PERSON OR ORGANIZATION REQUIRED BY WRITTEN CONTRACT LOCIItlon. Of Covered 0 tions ALL LOCATIONS WHERE THE INSURED IS PERFORMING ONGOING OPERATIONS FOR AN ADDITIONAL INSURED AS REQUIRED BY WRITTEN CONTRACT 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" I "property damage" or "personal and advertising injury" caused, in whole or In part, by: 1. Your acts or omissions; or 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) desig- nated above. B. With respect to the insurance afforded to these aQditional insureds. the following additional exclu- sions apply: .. This insurance does not apply to -bodDy Injury" or "property damage- occurring after: 1. All work, including materials, parts or equip- ment furnished In connection with such WOI1t, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the addltlonallnsured(s) at the location of the covered operations has been completed; or 2. That portion of "your WOJ1<" out of which the injury or damage arises has been put to its in. tended use by any person or organization other than another contractor or subcontractor en- gaged in performing operations for a principal as a part of the same project