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HomeMy WebLinkAboutSIEMENS INDUSTRY, INC. (13) A-2025-061-01 MAYOR i CITY MANAGER Valerie Amezcua t d U+ 20 21V �#� s Alvaro Nunez MAYOR PRO TEM ,,n#' CITY ATTORNEY David Penaloza JUN 1 5 2026 Sonia R.Carvalho COUNCILMEMBERS �t CITY CLERK Phil Bacerra � j Jennifer L. Hall Johnathan Ryan Hernandez Jessie Lopez Thai Viet Phan Benjamin Vazquez CITY OF SANTA ANA p,� �N,OrouoL�L) PUBLIC WORKS AGENCY 20 Civic Center Plaza I PO Box 1988 Santa Ana, California 92702 www.santa-ana.oro May 28, 2026 Siemens Industry, Inc. Attn: Brian Lockridge, Sales Manager 6141 Katella Ave. Cypress, CA 90630 Re: Extension of Agreement No. A-2025-061 to Provide HVAC and Lighting Controls Technical Support and Maintenance Services Pursuant to Section 3 ("Term") of the above-referenced Agreement, entered into by Siemens Industry, Inc. and the City of Santa Ana,which commenced on May 6,2025,the parties hereby exercise their option to extend the term of the Agreement for an additional one (1) year through June 30, 2027. Any insurance certificates are required to be extended and/or renewed to cover this extension. All other terms and conditions of the Agreement remain unchanged and in full force and effect. Sincerely, 4 Rodolfo Rosas, P.E. Acting Executive Director Public Works Agency ATTEST CITY O ANTA _ AA4 (: nnrfer L. 1 ^"� Alvaro Nunez City Cler City Manager APPROVED AS TO FORM: CONTRACTOR Electronically signed by: Benjamin Peeples Date:Jun 4,2026 15:15:20 f PDT Kyle Nellesen By: Benjamin Peeples Assistant City Attorney Title: General Manager SANTA ANA CITY COUNCIL Valerie Amezcua David Penaloza Thai Viet Phan Benjamin Vazquez Jessie Lopez Phil Bacerra Johnathan Ryan Hernandez Mayor Mayor Pro Tem-Ward 6 Ward 1 Ward 2 Ward 3 Ward 4 Ward 5 vamezcualav)santa-ana.oro dM, naloza[7a santa-ana.ora tohan(a�santa-ana.ora bvazauez(o�santa-ana.oro iessielooezna santa-ana.ora obacerra(a�santa-ana.oro irvanhernandezo)santa-ana.oi 9 DATE(MMIDD/YYYY) 14�ORV CERTIFICATE OF LIABILITY INSURANCEF11/11/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT MARSH USA,LLC, NAME: 445 SOUTH STREET PHONE FAX A/C N Ext: A/C No): MORRISTOWN,NJ 07960-6454 E-MAIL ADDRESS: INSURERS AFFORDING COVERAGE NAIC# CN102147003-RAM-PROF-25/26 610 CICKO NOC60 INSURER A: Zurich American Insurance Company 16535 INSURED SIEMENS INDUSTRY,INC. INSURER B: Travelers Property Casualty Co.of America 25674 1000 DEERFIELD PARKWAY INSURER C: N/A NIA BUFFALO GROVE,IL 60089-4513 INSURER D: Travelers Casualty&Suft Company 19038 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: NYC-010269414-44 REVISION NUMBER: 21 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LTR POLICYNUMBER MM/DDNYYY MMIDDNYYY LIMITS A X COMMERCIAL GENERAL LIABILITY GL00444023-00 10/01/2025 10/01/2026 EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED CLAIMS-MADE X OCCUR PREMISES Ea occurrence $ 1,000,000 MED EXP(Any one person) $ 100,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 10,000,000 PRO- X POLICY❑JECT LOC PRODUCTS-COMP/OP AGG $ INCL OTHER: $ B AUTOMOBILE LIABILITY TC2J-CAP-7440L34A-TIL-25 10/01/2025 10/01/2026 MEIac,N eDtSINGLE LIMIT $ 2,000,000 X ANY AUTO BODILY INJURY(Per person) $ N/A X OWNED SCHEDULED BODILY INJURY AUTOS ONLY AUTOS (Per accident) $ N/A HIRED NON-OWNED PROPERTY DAMAGE X AUTOS ONLY Ix AUTOS ONLY Per accident $ N/A UMBRELLALIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB HCLAIMS-MADE AGGREGATE $ DED RETENTION$ $ B WORKERS AND EMPLOYERS'COMPENSATION TLIABILITY UB-8P83929A-25.51-K(AOS) 10/01/2025 10/01/2026 X STATUTE OTTH D ANYPROPRIETOR/PARTNER/EXECUTIVE Y/N UB-8P79233A-25-51-R(AZ,MA,WI) 10/01/2025 10/01/2026 B OFFICER/MEMBER EXCLUDED? � N/A E.L.EACHACCIDENT $ 1,000,000 (Mandatory in NH) TWXJ-UB-7440L338-TIL-25(OH) 10/01/2025 10/01/2026 E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under "" $500K LIMIT/$500K SIR""""""' DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ 1,000,000 A PROFESSIONAL LIABILITY EOC3245701-00 10/01/2025 10/01/2026 Limit 1,000,000 SIR 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) RE:SIEMENS JOB#2600077971,5/01/CITY OF SANTA ANA SERVICE AGREEMENT SEE ATTACHED APPROVED By Tu Tran Nguyen at 9.48 am,Nov 14,202.9 CERTIFICATE HOLDER CANCELLATION CITY OF SANTA ANA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE ATTENTION:PWA PARKS,FLEET&FACILITIES THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 CIVIC CENTER PL M-11 ACCORDANCE WITH THE POLICY PROVISIONS. SANTA ANA,CA 92701 AUTHORIZED REPRESENTATIVE of Marsh USA LLC ©1988-2016 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: CN102147003 LOC#: Morristown ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY NAMED INSURED MARSH USA,LLC. SIEMENS INDUSTRY,INC, 1000 DEERFIELD PARKWAY POLICY NUMBER BUFFALO GROVE,IL 60089-4513 CARRIER NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance RE:SIEMENS JOB#2600077971,5/01/CITY OF SANTA ANA SERVICE AGREEMENT CLERK OF THE CITY COUNCIL AND CITY OF SANTA ANA ARE HEREBY ADDITIONAL INSURED AS OBLIGATED UNDER CONTRACT UNDER THE REFERENCED GENERAL LIABILITY AND AUTOMOBILE LIABILITY INSURANCE POLICIES. SUCH INSURANCE AS IS AFFORDED BY THE ADDITIONAL INSURED ENDORSEMENT SHALL APPLY AS PRIMARY INSURANCE&OTHER INSURANCE MAINTAINED BY THE CERTIFICATE HOLDER SHALL BE EXCESS ONLY&NOT CONTRIBUTING WITH INSURANCE PROVIDED UNDER THIS POLICY. WAIVER OF SUBROGATION IS EFFECTUAL WHERE REQUIRED BY WRITTEN CONTRACT, COMPLETED OPERATIONS COVERAGE IS INCLUDED IN THE GENERAL LIABILITY POLICY, IF THESE POLICIES ARE CANCELLED FOR ANY REASON OTHER THAN NON-PAYMENT OF PREMIUM,THE INSURER WILL DELIVER NOTICE OF CANCELLATION TO THE CERTIFICATE HOLDER UP TO 60 DAYS PRIOR TO THE CANCELLATION OR AS REQUIRED BY WRITTEN CONTRACT,WHICHEVER IS LESS. ACORD 101 (2008/01) ©2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY KAHE: SIEMENS; 0DRPORATION POLICY EFFZCTITZ� 10-DI-26� TO 10-01-26 0-010MERCIAL ALTO POLICY NUMBER,41 T-C2,J-C-AP-7440LUA�TIL-25 188VE DATE; 00-00-25 THIS ENDORSEMENT CHANGES THE POLICY. PLEA SS READ IT CAREFULLY. 'BLMKET WAIVER OF SUBROGkTION This snftm&-mnl modnm Ins proMed underflhe fe4kmft: ,AVTO DEALERS QP'SERA--GE FORM BUSINESS AUTOCOVERAGE FORM MOTOR CAWER COVERAGE IFORM The following m*ms Pa M- ra-ph ". Tronsfor of r*Wfred of you by a imntmd exowW FUgbls ,(X Roommy Agairmt Qffmr*To Us, of Do -y p&r Wan * roto 6k[mlr ar%W, prtvidod%o the OONOMOKS sedbnd- "Amiclonr or "IoW arlses out of the oixmtions Pandw Of MghU W Rommory Ap-kW 4 -Mh mftn'*tsd by oh m*oa, The waiver op- oft To Us pks onIy to tis peran �or -organization dW9- We waive any right of r000very we may have nabd In such contud. 49Est any Perm-n or orgo6ke-fon W tm odont CA T3 40 02 16 4 2016 The Tft _y"m IndemnNy 0�wnpjM AN Aohb fnmrod= P"o 1 Of I kxiu&s ovriomd nwftdW or mmwm Lrytem Mm.hnr-whh Its pormfulom Additional Insured — Automatic — Owners, Lessees Or ZURICH Contractors rP0911cy NO EA. Qate of pol. Exp, Dole or Pol I Err.08110 of EN, I PrOvor No. A#01. PMrn f;9�m Rt�fr1. L00444023-O 10101/2025 1t]I"1}112026 10109f2025 - 1009;4-DQ0 INCL _ -- THIS ENDORSEMENT GRANGES THE POLICY. PLEASE READ IT CAREFULLY. Named Insured.,SIEMENS CORPORATION Address (Including ZIP Code): 200 WOOD AVENUE SOUTH LSELIN, NJ 0030 This endorsement modifies insurance prnvi�cr, ugdcr the- Commercial General Liability coverage Fart A. Section 11 r Who Is An Insured is arrianded to include as an additional insured any person or organization whom you are required to add as an additional insured on this policy under a virniten contract or written agreement. Such person or organization is an additional Insured only with respect to liability for 'bodity injury , 'property damage' or'personal and advertising injury'caused, in whole or in part, by- 1, Your acts or omissions. or Z The acts or omi$Sipns of those acting on your behalf, in the performance of your ongoing operations or 'your work' as inciuded in the 'products-cornpleted operations hazard-, which is the subject of the written contract or written agreement. However,the insurance afforded to such additional insured, 1. Only applies to the extent permitted by law-.and . Will not be broader than thet which you are reciusred by the wfittert cantraact eir written agreement to provide for such additional insured. B. WiM respect to the insurance of orded to these additional Insureds, the W10wing additional exclusion applies: This insurance does not apply to: i8o4ily injury', "property damage' or personal and advertising injury" arising out of the remering of, or failure to render,any profesaional architectural, engineering or surveying services including° a- The preparing, approving or failing to prepare or approve maps, shop drawings. opinions, reports, surveys. field orders, change orders or drawings and specifications,, or b. Supervisory, inspection,architectural or engineering activities_ This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the supervision, Nring,ernpieyment, training or monitoring of others by that insured,if the"occurrence'which caused the 'boddy injury' U-GL-1175-F CW 40443t Page 1012 IrK9u&s Copyighwd mAteriod of 1ns&4M#se+virwes 011o,ku-,with its parriiission or'property darna e',.or the offense whiGh aausod the "personal and adv ttising injury", invotvad the rendering of or 'the failure to grander any professional erdiiteetural„engineering or surveyIrg services. C. Thar Following Is added to Paragrap'hi 2. Duties to The Event Of Occurrence, Offertse, Claim Or Suit of Section IV 'Commercial Qonerik:t Lrabil Y Condition The additlainal unstirred mutat see toil that; f. We are notified as aoon as praolivab at an "cioaurrenoe*or offense that may result in a claim; 2. We receive written nol4ce, of a claim or"sarms ars Soon e s:13factica le; and . A request for rya°fdnse and ir>ydemnity of the chair or "atait" will promptly be larought against ands pol y issued try another insurer under which tha additional nal matured may s an insuie4 In any eapaeity, This ;provIalb►, does not apply to irtaurariee on whieMare.r tditional insured is a Named Insured If the written contract or"ow i tten agreement to uires that this coverage, primary and non-contributory. It. For tie purposes of the,eo orapa pre"wrlfiefd by this an,do-r ornent . The follo ing is ad`led to the 01herinavranze Condition of Section!t` —Comm ore lat Goneral liabilityConditions: Primary and htonco ntFibutary Insurance This inqu-ranee Is prime ry tra anct will not seek contribution froma"llny der Insurance o altabla to ate edo li lrh8t 1,naured provtdaa Iltat;. a� The additional insured Ise,Named I avrod under each, other irnserance,; and b, You are required by written c rktract or w 0tten atlreernent'Ihet this Insufance The primary anif not assk c*ntribution from any other insoranee available tolheadditional Insured_ 2. The following patagirapti Is added to Para graph 4.b,of the Other Insurance on iltion of ection IV—Commemiat General Liability C6rll d tilons, This insurance Is excess over: Any of the other insurance, whether priftafy, excess. Contingent or,on any other basis, available to on additionat insured, In wh h the additional ins real oan our policy is also cove-red as an addifianal insured on another policy pro vidli ► coverage for the same"occurrent.:.a ., offense.al r r`-.oil*, Thisprovision does not apt to any policy In which the additlenaI insured Is a Narned Insured on,such other policy and where our policy Is,ro trlred by a wriltert contract r wrltteh a re n rlt to pr vide coverage to the additional irksurod,on a primary and r n-,con rlb to iIaa E. This ando ement does not obit to an additional insured � hich has boon Added 'to this pormy by arw ondoisGrnent showing Uleadditional insured in a:Schedula of additional Insureds,and wNch andersarne t applies spe if ally to that eniifed additional Insured. . With respect to the insurance afforded to the additional insureds urger this endorsement, the °f Mcw4ng is added, to Section!tit—Umits Of the urarto ez T'he rnos't wewill!pelt on behalf of the additional Iris yr �i is l,ke amount of Insrrrartce: 1. Required by the written con tract or wrr,'rittan agreerrnent referenced in Paragraph A.of this a ndorsement or t Avallable der ter the appticabto limits:of Insurance shown in the Declarations, w1lichover is less. 'This endorsement shalt not increase the a;ppticbie Llm. is of Inn on e shown in the Dectaradorts, Ali other terms land conditions of this pcl r ron°laln unclmsnged, page 2 for rrm-luft-N,rop)mgl Wf mat l 1 of %T,,witb yes rrNsal r. 0 Wativer Of Subrogation (Blanket) Endorsement ZURICH etiky W Dak af roe. d Pia. tic DoafB&L PrO&ON AMM R= Ram Pru& GL€04+ 10101 t}2 1t 1NWO IMM2025 100994)li! INCI W- OOR ngr MANG=TW POUCY. PIKE RJWD 1T CAREFULLY. e.4lt moths iet ptd wider Commercial Gevail T Mty Coverage Part The followm is added to the Tftnder Of Wits Of R very Alzint tthus To Us Condition: If yua arc rcqdmW by a writ=wand w anti which is vxcQtad befon a low to waivc yourz gbts ofrecovary from char Iva agrta to waive ou r,&ss of mmay. This wa "of rights sha]-1 not be canshued to be it waiver with respect to any odw operaftan in which tha inmaed hu no corunchial mumL t143Ljx-"car tizpit Per 1 of t POLICY EFFECTIV®R; TRAVELER_Slk WORKERS COMPENSATION AND EMPLOYERS LIABILITY POLICY ENDORSEMENT WC 013 0313 (00).- POLICY NUMBER; WAIVER OF'' OUR RIGHT TO RECOVER FROM OTHERS ENDORSE MENT Welhave th right to recover our payments from anyone liable-for an injury covered by this pol-voy, ft will riot arite eour right fto-aMst tho person or argani2ation inamed In the Schadul.a. (This al)raement applier. my to the exle,nt that, you perform work under a written coabaci that requires you to obtain this agreementfrom us,,) This agreement shall not operate directly or in(firectly to benelit any, one not named in the Schedule, SCHEDULE DESIGNATED iPERSON- DESIGNATED ORGANIZATION: ANY PECRSON Oft ORGANIZATION V I OR MUCK THE rKSURED HAS AGRERD BY WRITTEN CONTRALCT EXECUTED PRIOR TO LOSS TO FUM-189 THIS WAIVER MATE OF ISSUE,, 00-09-2s S-T ASSIG-N, POLICY NAME! 8XIMENS CORPORATION COMMERCIAL. AUTO POLICY EFFECTIVE: 10 1-28 TO 10-01-16 POLICY NUMBER' TC2J­CAP-7440L34A-TIL-,25_ ISSUE DATE. 09-08-25 THIS ENDORSEIVIEINT CHANGES T PHE POLICY. ' LEASE READ IT CAREFULLY,. BLANKET ADDITIONAL INSURED Thi;9,ondorseffiorat Moi.5flilt insutance provided under the-following! BUSINESS AUTO COVERAGE FORM iMOTOR GARWER COVERAGE FORM The following Is added to Paragraph c. hn A.1., Who Wtweert you-T and that person or orgaaization,, that is Is An Insured, of SECTION 11 — WASWTY -signed by you ' for e the 7bodily Injury" or `progorty COVERAGE in the BUSINESS AUTO COVERAGE darnageff occurs aftdthat Is in off during the policy FORM arLd Paragraph @.Jn AA..Who ls,kninsuirad, period, to name, -As, ark additional insured for Liability of SECTION 11 LIASILITY COVERAGE In the 0ovoirale, but only for damages to whicb, ",5 MOTOR CARRIER, COVERAGE iFORM, whichever Insurance- applies and a nly to the ;extent of' that Coverage Fam' part of your poli.-y., Sjlabllify, for is persoWa or organization'- the conduct of This includes any person ovoroanizalien who you are ano Cher Insured", requilrod under a wrlilan contract or agreement Signature: Pr4cz-e� Email: jacevedo5@santa-ana.org CA T4 37 08 17 V 2.016 Ilia Ttavelwa fildefartity Cwapaxq. AA rights Y&W rvad� Page 1 of I WUNdryt COP�rcjhted MAI&hfillf of IMUNAU,SeMeea 01 4,tr-W9h flapairmimidDil Memo Template - Amendments and Extensions ( 1 ) Final Audit Report 2026-06-08 Created: 2026-06-04 By: Hortencia Martinez(hmartinez@santa-ana.org) Status: Signed Transaction ID: CBJCHBCAABAA13fY1-4jnzM6dpzwZXpl1HbwiteruKhA "Memo Template - Amendments and Extensions (1 )" History i.`i Document created by Hortencia Martinez (hmartinez@santa-ana.org) 2026-06-04-11:14:30 PM GMT Document emailed to Jorge Acevedo Qacevedo5@santa-ana.org)for signature 2026-06-04-11:14:41 PM GMT Email viewed by Jorge Acevedo Qacevedo5@santa-ana.org) 2026-06-04-11:14:54 PM GMT ` Email viewed by Jorge Acevedo Qacevedo5@santa-ana.org) 2026-06-05-11:19:43 PM GMT Email viewed by Jorge Acevedo Qacevedo5@santa-ana.org) 2026-06-08-4:32:05 PM GMT bra Document e-signed by Jorge Acevedo Qacevedo5@santa-ana.org) Signature Date:2026-06-08-4:35:27 PM GMT-Time Source:server-Signature Appearance Selected: IMAGE Agreement completed. 2026-06-08-4:35:27 PM GMT Adobe Acrobat Sign