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HomeMy WebLinkAboutACCO ENGINEERED SYSTEMS, INC.INSURANCE ON FILE A-2021-162-01 WORK MAY PROCEED UNTIL INSURANCE `' P.-,U_( CLERK' OUNCI• SEP 21 2021 AGREEMENT TO PROVIDE ON -CALL HVAC npTr b, V W A/�r0 1% MAINTENANCE AND REPAIR SERVICES ll e+'rta�dez� (v3M�t THIS AGREEMENT is made and entered into this 17th day of August, 2021 by and between ACCO Engineered Systems, Inc. ("Contractor"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On April 8, 2021, the City issued Request for Proposal No. 21-033, by which it sought a qualified contractor to provide on -call HVAC maintenance and repair services for the Water Resources Division of the City's Public Works Agency. B. Contractor submitted a responsive proposal that was among those selected by the City. Contractor represents that it is able and willing to provide the services described in the scope of work that was included in RFP 21-033. C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an on -call basis, and at the City's sole discretion, Contractor shall perform the services described in the scope of work that was included in RFP No. 21-033, which is attached as Exhibit A and incorporated in full, and as further described in Contractor's Proposal, which is attached as Exhibit B and incorporated in full. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit B. Contractor is one of three (3) contractors selected to provide services on an on -call basis under RFP 21-033. The total annual compensation for services provided by all contractors selected under RFP No. 21-033 shall not exceed the shared aggregate amount of one hundred thousand dollars and zero cents ($100,000). b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of Page i of performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above and terminate on August 16, 2024, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for one 2-year period upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to frilly comply with such Prevailing Wage Laws. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Contractor shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Page 2 of 8 Documents & Data which were provided to Contractor by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 7. INSURANCE Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Contractor shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Contractor's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. Such insurance shall (a) name the City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary with respect to insurance or self-insurance programs maintained by the City; and (e) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the California Labor Code, Contractor, if Contractor has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Contractor agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Contractor is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $2,000,000 per claim with $2,000,000 in the aggregate. C. The following requirements apply to the insurance to be provided by Contractor pursuant to this section: (i) Contractor shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. Page 3 of 8 (iii) Certificates and policies shall state that the policies shall not be cancelled or reduced in coverage or changed in any other material aspect, by contractor, without thirty (30) days prior written notice to the City. (iv) Contractor shall supply City with a fully executed additional insured endorsement. f. If Contractor fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Contractor's right to be paid for its time and materials expended prior to notification of termination. Contractor waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Contractor or its subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Contractor further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Contractor's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Contractor shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney's fees, for infringement of any United States' letters patent, trademark, or copyright contained in the work product or documents provided by Contractor to the City pursuant to this Agreement. Page 4of8 10. RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Contractor under this Agreement. 11. CONFIDENTIALITY If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. - 13. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: Page 5 of 8 To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax 714- 647-6956 Executive Director Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, CA 92702 To Contractor: ACCO Engineered Systems, Inc. 888 E. Walnut Street Pasadena, CA 91101 Attn: Patrick Rochon, Regional Manager A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these timeframes, weekends, federal, state, County or City holidays shall be excluded. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Contractor regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Contractor. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without Page 6 of 8 the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other contractors retained by City. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, 'right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Contractor to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Contractor consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 18. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 19. JURISDICTION -VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Page 7 of 8 20. PROFESSIONAL LICENSES Contractor shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 21. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM SONIA R. CARVALHO City Attorney Deputy City Attorney RECOMMENDED FOR APPROVAL �e, A. �labil Saba, PE Executive Director Public Works Agency CITY OF SANTA ANA Kristine Ridge City Manager CONTRACTOR Name: Patrick Rochon Title: Vice President Page 8 of 8 EXHIBIT A CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL FIVAC MAINTENANCE AND REPAIR SERVICES Appendix ATTACHMENT 1: SCOPE OF WORK CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES SCOPE OF WORK Introduction and Backgraund: The City of Santa Ana Public Works Agency Water Resources Division is soliciting proposals from qualified firms to provide on -call heating, ventilation, and air conditioning (HVAC) repair services and preventative maintenance on an as -needed basis. The City of Santa Ana is located in the County of Orange in Southern California. The City encompasses 27.2 square miles and a population over 343,000 people. The City of Santa Ana Public Works Agency — Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System, The City of Santa Ana's water system has an average day demand of about 43 million gallons (MG) with 45,000 services. It is comprised of approximately 478 miles of water main, 45 MG of storage at five (5) sites, seven (7) MWD connections, 21 groundwater wells, seven (7) pump stations, four (4) pressure regulating stations and utilizes two (2) pressure zones. The Water Resources Division currently operates and maintains eleven (11) air conditioning units throughout their jurisdiction. Description of Work: The City of Santa Ana is requesting proposals for the purpose of providing on call maintenance repair services on the HVAC units defined in Table A: City of Santa Ana Air Conditioning Units. All requested HVAC maintenance and repair services shall be provided in accordance with the highest standards of the industry, skill, workmanship, and applicable trade practices. All requested services are to be compliant with all Federal, State, California Air Resources Board (CARB), Air Quality Management District (AQMD), Occupational Safety and Health Administration (OSHA) and all other applicable regulatory requirements. This project consists of furnishing all materials, equipment, labor, supervision, and transportation necessary to provide HVAC preventative maintenance and repair services at locations listed and described herein. All parts, repairs and/or fluid changing must be done with parts and fluids that meet or exceeds the manufacturer's specifications and requirements. All replacement parts shall be new, All parts should be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. The Contractor shall properly dispose of used oil, fluids, and filters generated by its services, leaving the job site environmentally clean. All testing and maintenance services should be scheduled in advance with the City of Santa Ana. The Contractor shall maintain service records on all maintenance and repairs and shall provide a copy of the service records to the City of Santa Ana. Contractor must be able to respond to City's request for emergency repair work on a timely manner. The contractor shall be available on an on -call basis, 24/7, and ready to respond in the event of an emergency. Service calls shall be responded within four (4) hours. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES Contractor's repair crews must be able to arrive at job site within four (4) hours of approval from the City to commence work. Regular business hours are considered from 7:00 am to 5:00 pm (Monday through Friday). Anytime outside of business hours of operation may be considered after hours/weekends. The Contractor shall perform additional work as authorized. Such work will be based on rates for field services as listed herein. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division. The Contractor shall maintain and repair existing equipment, as listed in Table A: City of Santa Ana Air Conditioning Units; equipment may be added or removed as required. Table A. City of Santa Ana Air Conditioning Units AC # Site I A dress Manufacturer IVh%deI No` Serial=Na 220 S Daisy Ave, #1 Control Room J Santa Ana CA 92703 Fujitsu ASU36RLXB FTA004841 1730 S Santa Fe, #2 East Station - er Santa Ana CA92705 Fujitsu AOU].8RLXFW KSN008033 Segerstrom Lift 2903 S Bristol St, #3 Station Santa Ana CA 92704 Hoffman G520816GO50 18023251-31-A Walnut Station 723 W Walnut St, _ #4 _ (Electrical Room) Santa Ana CA 92701 Mitsubishi PUZ-A36NKA7 81U07568B Walnut Station 723 W Walnut St, 95 (Server Room) Santa Ana CA 92701 Mitsubishi PUZ-A24NHA7 81U10210B Walnut Station 723 W Walnut St, #6 (Shop) Santa Ana CA 92701 York PHE466041 W11<8197261 1718 N Sydney St, Goodman Company, #7 Well 35 Santa Ana CA 92706 LP GSX160241FD 1602044922 2007 W McFadden Ave, Santa Ana CA Goodman Company, 48 Well37 92704 LP SSX1602418B 1206645640_ 1753 E Fruit St, Pfannenberg Manf, i 49 Well 40 Santa Ana CA 92701 LLC DTS 3461 S19110826993 907 3/4 N Flower St, Goodman Company, #10 well41 Santa Ana CA 92703 LP SSX1602418B 1303138611 201 S Mountain View, Santa Ana CA 411 West Station 92704 Carrier Corporation 50TCQD08A2A6AOAOAO 1610G10616 Contractor Responsibilities; CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES I. HVAC PREVENTATIVE MAINTENANCE SERVICES The Contractor shall perform preventive maintenance on bi-annual basis in accordance with equipment application, and equipment operating hours that are recommended by each equipment manufacturer and location. This service is designed to optimize the reliability and efficiency of the equipment, extend the useful life of the City's equipment, and provide proactive indications of excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season. The Contractor will also provide recommendations for additional service(s) that will better enhance equipment performance. At a minimum, Contractor shall perform the following preventative maintenance tasks and perform a resistive load bank test. These tasks are designed to maintain the equipment in an optimum operating condition so that the equipment will operate reliably and efficiently. A. AIR CONDITIONING UNITS MAINTENANCE 1. Check all electrical wiring and connection as required; tighten as required. 2. Check and replace filters as required. 3. Check starter contactor surfaces for wear, 4. Check compressor amps and record. 5. Check sight glass for moisture level. 6. Check operation of crankcase heater. 7. Check and lubricate condenser fan motor and fan bearings. 8. Check condition of condenser coil and clean. 9. Check belts for wear and replace per manufacturer's recommendations. 10. Check and adjust compressor capacity controls. 11. Lubricate indoor fan motor and bearings. 12. Check humidifier for proper operation and observe for humidity levels. 13, Inspect for dust, mold, and debris and clean. 14, Check refrigerant charge and for leaks. 15. Check and inspect cabinets for leaks and check cabinet door for secure closure. 16. Replace batteries bi-annually. 17. Test thermostats and controls for proper operation; temperatures and timer functions. B. AIR DUCT MAINTENANCE 1. Inspect unit assembly. 2. Visually inspect air duct system. C. EXHAUST FAN MAINTENANCE 1. Check all electrical wiring and connections. 2. Check all motor starter contactor surfaces for wear. 3. Clean starter and electrical control enclosure. 4. Lubricate bearings. 5. Check belts for wear and replace per manufacturer's recommendations. 6. Check belt tension and sheave alignment and adjust as required. 7. Inspect exhaust fan unit assembly. 8. Check all mounting hardware and tighten as required. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES All service shall be in accordance with a program of standards as recommended by equipment manufacturers' recommendations. The Contractor shall immediately notify City personnel of conditions that do not conform to applicable codes and/or pose a safety hazard. Within five (5) business days of completing maintenance services on the City's HVAC units, the Contractor shall provide a service report to the City of Santa Ana, The Contractor shall state all findings, if any, along with a proposed scope of work and complete cost estimates for any recommended equipment repairs and/or replacement. IL ON CALL DIAGNOSTIC AND REPAIR SERVICES The Contractor shall provide HVAC unit diagnostic and repair services for all listed City units and other locations on an as needed basis. The Contractor shall charge labor at the established rates for normal hours, after hours, weekend hours and holiday hours. Any repair service above and beyond preventative maintenance will require an estimate being submitted to the City. The City's prior approval is required before any work is performed by the Contractor. All replacement parts shall be now. All parts should be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. After all diagnostic and repair services, a report is to be completed by the Contractor's technician and the report is to be provided to City personnel upon completion of the request. III. EMERGENCY ON CALL REPAIR SERVICE In the event of an HVAC failure or malfunction, the Contractor shall provide emergency on -call repair services within four (4) hours of receiving the call. The Contractor's service technician is required to be on site and commence work within four (4) hours of initial contact if deemed by the City to be an emergency. The response time may be waived by the City if service can wait to be performed during Contractor's normal business hours. IV. VALUE ADDED RELATED SERVICES The Contractor may propose additional related services that the City has not specifically identified in this RFP to accomplish the stated goals of this RFP. Value added related services will be considered by the City and may or may not be incorporated in the agreement. All parts and materials must be supplied new and factory approved. V. PROJECT MANAGEMENT & COORDINATION When a request for service is issued to the City, the Contractor shall issue an estimate to the City's designated project manager. The Contractor shall not proceed with any work without the approval of the City's designated project manager. Contractors shall invoice the City on a monthly basis for all work performed during the period or CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied by a summary of tasks performed, results and progress on long-term tasks if any. VI. SCHEDULING Contractor shall coordinate all scheduled services at least five (5) business days in advance with: Juan Ramirez Water Resources Production Supervisor (714)356-7244 Iramirez(a)santa-ana.oro Any activity carried out by the Contractor that requires either taking an HVAC unit offline for testing or repairs, requires prior approval from the City of Santa Ana. VII. MINIMUM QUALIFICATIONS The Contractor shall meet the following minimum qualifications: 1. All work is to be performed in compliance with all applicable codes, standards, due care, and MIOSHA/OSHA safety requirements. 2. Contractor shall hold current C10 Electrical Contractor's License and C20 HVAC Contractor's License. 3. Contractor shall provide HVAC employees that possess a State of California Joint Journeyman Apprentice Training Center Certification; Automation Specialists that are continually factory trained on Automation System. 4. Provide Technical support from the manufacturer upon request from the City. 5. Contractor shall provide emergency access 24 hours a day, 7 days a week. Vill. FEE SCHEDULE: Contractor shall submit a fee schedule as described in Section IV.13.3 of RFP. Furthermore, Contractor shall submit additional labor, material and rental equipment rates along with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment, rentals, and materials. The Contractor will be expected to hold firm pricing on all contract items supplied for the duration of the contract. Labor increases shall be subject to mutually agreeable terms between the City and the Contractor. The City may request related services that will be paid at the vendor's standard labor and equipment rate submitted. Fee proposal shall be outlined as follows: EXHIBIT B ®engineered systems April 2811, 2021 M.244.6671 1 office 800,998.22261 24-Hr Service Armando Fernandez 898 E. Walnut Street Project Manager Pasadena, CA 91101 20 Civic Center Plaza Santa Ana, CA 92701 Re: RFP for On -call HVAC Maintenance and Repair Services RFP No21-033 Dear Armando: Thank you for considering ACCO Engineered Systems for the opportunity to help maintain the Santa Ana Police Department and various sites throughout the City of Santa Ana. As the largest private mechanical contractor in the United States, ACCO is the most uniquely qualified and capable mechanical contractor with a depth of resources unparalleled in the industry. We have an extensive project history with many Cities and Local Jurisdictions. ACCO's project delivery team is ready and able to manage this Service, Maintenance and Repair contract with the City of Santa Ana. We currently maintain hundreds of buildings, facilities, districts, and campuses throughout the West Coast. Our team of technicians is more than qualified to work on any of the equipment listed in the RFP. Some of the local cities that we maintain include the City of Irvine, the City of Los Angeles, the City of Glendale, the City of Santa Monica, and many others. ACCO Engineered Systems received a copy of the RFP for the On -call HVAC Maintenance and Repair Services used by the City of Santa Ana, including the indemnity provisions and professional and general liability insurance provisions contained therein. If given the opportunity to contract with the City, ACCO Engineered Systems has no substantive objections to the use of this Agreement. I, Patrick Rochon, certify that no Board member, official or employee of the City of Santa Ana, nor any business entity in which an official of the City has an interest, has been employed or retained to solicit or assist in the procuring of the resulting contract, nor that any such person will be employed in the performance of any contract without immediate divulgence of this fact to the City of Santa Ana. I, Patrick Rochon, Regional Manager, ACCO Engineered Systems, certify that I have read the attached RFP and accompanying instructions and that I am authorized to commit ACCO Engineered Systems to the proposal submitted. Thank you again for the opportunity to submit our qualifications. We look forward to discussing this project further. Sincerely, A Patrick Rochon Regional Manager Esrahirshed 1934 Lcense *120696 ® eng i � I systneered ems Table of Contents Historyof ACCO............................................................................................. 3 Project Management....................................................................................... 4 BuildingServices............................................................................................ 5 Resumes...................................................................................................... 7 Implementation Plan...................................................................................... 11 Attachment 2 — Fee Proposal.......................................................................................... 13 Non -Collusion Affidavit................................................................................... 15 Non -Lobbying Certification............................................................................. 16 Non -Discrimination Certification....................................................................... 17 Attachment 3: Proposers References................................................................ 19 History of ACCO Engineered Systems ACCO Engineered Systems was founded in 1934 as Air Conditioning Company (ACCO), a proprietorship, by Ira Prentiss Fulmor at 1005 Santa Fe Street, Los Angeles. The former name of the company was chosen to indicate what the company did because few people knew about air conditioning. In 1949, the business moved from downtown Los Angeles to Glendale at its present address. In 1950, ACCO transformed from an air conditioning distributor and became an independent corporation. Kenneth D. Simon was President from 1969 to 1980, Theodore M. Seidman was President from 1981 to 1989, followed by John Aversano in 1990, and Peter Narbonne in 2014. ACCO has a corporate Board of Directors made up of inside officers and outside directors with four scheduled meetings per year, presided over by the Chairman of the Board. Over the years ACCO has grown to become a leader in the design, installation, and service of industrial, commercial, high-rise, residential, and institutional air conditioning, heating, ventilation, plumbing, process piping, and DDC control systems. ACCO's name was changed in 2002 to ACCO Engineered Systems to better reflect the many aspects of its business. A national trade publication recently ranked ACCO among the 5 largest heating, ventilating, and air conditioning contractors in the nation. ACCO's offices and manufacturing facilities occupy over 20 acres. The construction work areas include office buildings, biopharmaceutical, semi -conductor, medical centers and hospitals, micro -electronics, manufacturing plants, entertainment, retail, telecommunications, educational facilities, data centers, and high rise residential. ACCO has completed work in Arizona, California, Florida, Hawaii, Idaho, Illinois, Louisiana, Maryland, Michigan, Nevada, New Jersey, New Mexico, Oregon, Tennessee, Texas, Utah, Virginia, Washington, Washington D.C., and Mexico. ACCO's general offices are located in Glendale, CA, with other principal offices in San Leandro, Sacramento, Orange County, Azusa, San Diego, Bakersfield, Fresno, Petaluma, Redding, Vacaville, CA, Boise, ID, Las Vegas, NV, and Seattle, WA. F � ue co�omairw c ' nt-t Project Management Your Personal Representative At ACCO, when we accept a job, we accept all the responsibility that goes with it. An ACCO Project Manager supervises the project from the initial contact through conceptual studies, engineering design, energy studies, estimating, sales, construction and commissioning. This responsibility continues through final acceptance as well as the warranty period. Your Project Manager's responsibility is to get your job done ... on time and on budget. ACCO pioneered this single source of responsibility to ensure that we adhere strictly to all of the project requirements, quality demands and time schedules. Keeping Your Project on Schedule Keeping on schedule requires a large amount of up-to-date information. ACCO maintains a computerized database on all projects to allow project managers to have immediate access to up-to-date labor reports, equipment and materials status, and time and cost accounting. Diverse Experience & A Flexible Approach ACCO has successfully completed projects of every variety- from simple warehouse installations to complex semiconductor and bio-tech fabrication facilities requiring the most advanced technological skills. We can work with an engineer of your choice to develop and analyze systems for your project, or you can utilize ACCO's in-house engineering resources to design the system for your project that meets your quality and budget requirements. In both cases, we guarantee price, performance, and schedule. ® en ie systemsms Building Services ACCO has one of the largest and most experienced service departments in the nation. We provide service and long-term maintenance agreements to over 7,,600 accounts throughout the Western United States. Properly maintained mechanical and control systems conserve energy, increase productivity and satisfy the needs of owners, tenants and production managers. ACCO field service mechanics are trained signatory apprentices and journeymen dedicated solely to servicing HVAC mechanical systems, CDC Controls systems and water treatment applications. ACCO has one of the most modern fleets in the industry. We have over 300 truck -based mobile field mechanics who can respond on site in less than 1 hour for most emegencies. They are avaliable 24 hours a day, 7 days a week. ACCO reduces emergency repair costs by providing comprehensive maintenance solutions. This extends the life of the equipment, prevents catastrophic failures and ensures energy efficiency. ACCO's engineering team can handle any size and any type of project, from a small package system to a complex manufacturing facility. We have the experience and know-how to ensure that your system will run efficiently and deliver the best possible results tailored to your needs. Preventive Maintenance Protect your mechanical system investment. Equipment Repairs Get your system back up and operating, quickly and expertly, minimizing impact on process and building operations. Equipment Modernization Replace, upgrade, modernize, and retrofit your system due to age, obsolescence, or energy efficiency. "Just -In -Time" Service Delivery Guaranteed two-hour emergency response time for our contract customers. Qualified Technicians The best and most highly trained in the industry. Chiller Service Our Centrifugal Group specialists are trained and certified to service and repair all types of chillers. Water Treatment Our qualified technicians can prevent tube fouling; maintaining system capacity and efficiency. Tenant Improvements Prevent employee discomfort, reduced productivity, loss of revenue, and increased vacancies. Direct Digital Controls Designed and installed by ACCO, provide operational efficiency in your processes and building. Commissioning Services Ensures that the performance of installed equipment and its peripheral systems operate at their peak by adhering to the design specifications. Predictive Diagnostic Services Offers an early warning system, which alerts and minimizes possible equipment failures before it happens. Commissioning Office buildings must be comfortable for the occupants. Recording studios must be quiet. Fabrication facilities must be clean. Mechanical systems must be properly designed, installed, and set up for proper operation. ACCO Is NEBB (National Environmental Balancing Bureau) certified in air and water balance, HVAC compliance, field installation, verification and sound and vibration. ACCO's commissioning technicians provide the final system balancing, verification, and documentation ensuring the systems function as designed. Retro-Commissioning Commissioning existing buildings offers substantial energy savings and improved operation. Our group is retro-commissioning certified and can assist in obtaining utility rebates where available. Energy Services ACCO is leading the way to a greener tomorrow with our Energy Services Group. Energy Service projects are loosely defined as those which incorporate improved levels of energy efficiency and reduced utility costs as a primary project objective and which often incorporate much needed facility infrastructure upgrades as part of the scope of work. By leveraging the resulting energy cost savings, companies are often able to fund replacements and upgrades that previously were not in the budget. ESCO Partnerships Energy Service Companies (ESCOs) perform energy audits, study environmental impacts of site construction, provide financing to customers, and guarantee savings that result from the implementation of various energy efficiency measures. ACCO has a long history of working with established and successful ESCO firms under a partnership arrangement. ACCO's Energy Services Division supports our ESCO partners by providing manpower, tools, technicians, engineering, budgeting and preliminary layout and design drawings during the pre -construction phase of energy focused projects. During construction, ACCO's Energy Services Division provides required manpower and supervision for the mechanical and electrical trades. Oftentimes, at the customer's request, ACCO fills the role of overall site superintendent and oversees the hiring and management of all other construction trades. Services • Central Plants & Retrofits • Renewable Energy • Energy Efficiency & Re -Commissioning • Automation and Lighting Resume Les Lewis - SENIOR PROJECT MANAGER Experience I Education 1999-Present ACCO Engineered Systems, Inc., Costa Mesa, CA Senior Project Manager - Special Projects 1994-1998 Control Air Conditioning Company, Orange, CA Sales Manager - Service Department 1988-1994 ACCO Engineered Systems, Inc., Glendale, CA Project Engineer 1987-1988 Burke Engineering, Las Vegas, NV Field Sales and Marketing 1985-1987 Lawyer Trane, Las Vegas, NV Sales and Project Management 1976-1985 Southwest Air Conditioning, Las Vegas, NV Service Technician and Sales 1975 Ed W. Clark High School Executive Summary en ineered systems Mr. Lewis has over 35 years of project experiences of which includes small tenant improvements to large mechanical retrofits. He has successfully completed work as a "Prime Contractor" when mechanical work is the main focus to include complete building renovations or replacements. Additional experience involving a design build approach of many retrofit projects to include Mechanical, Electrical and DOC systems from the inception, budgeting, execution and on through to the completion of the project. Professional Activities & Certifications Certified Energy Manager Project Experience CCSD Food Storage - Ammonia Pipe Replacement, Las Vegas, NV ORR Middle School - Rooftop Replacements, Las Vegas, NV Las Vega High School - Center Plant, HVAC modifications, Las Vegas, NV Silverado High School - Center Plant, HVAC modifications, Las Vegas, NV Laughlin High School - HVAC Replacement, Laughlin, NV Silverado High School -Central Plant- HVAC Replacement, Las Vegas, NV Golden Nugget - Las Vegas, Central Plant Replacement, Las Vegas, NV Les Lewis - Senior Project Manager 714.352.2226 1949.735.4944 Ilewjs@accoservice.com Resume engineered QD [continued] systems Les Lewis - SENIOR PROJECT MANAGER Encino Gateway - Chiller Plant Retrofit, Encino, CA Orange County Register - Chiller Retrofit, Santa Ana, CA County of Orange - Hall of Records, Santa Ana, CA County of Orange - Administration Building, Santa Ana, CA Cypress College - AHU Retrofits, Cypress, CA Fullerton College -Telecom Systems, Fullerton, CA Irvine Company - Irvine Campuses, Irvine, CA Bank of America - Critical Facilities, Pasadena, CA San Onofre Power Plant, San Clemente, CA Q-Logic, Aliso Viejo, CA Tireco - AHU & DDC Controls, Gardena, CA UNISYS - Renovation, Irvine, CA Sybron - Renovation, Anaheim, CA McMaster Carr - Renovation, Santa Fe Springs, CA Golds Gym - Renovation, Los Angeles, CA 2020 Santa Monica - Renovation, Santa Monica, CA Hilton LAX - Cooling Towers, Los Angeles, CA Team Disney Buildings H5, H6, & H7, Burbank, CA West Cooling Tower Replacement, Anaheim, CA Disneyland Hotel - Conference Room AHU's, Anaheim, CA Paradise Pier Hotel - AHU's, Anaheim, CA Tesoro Chiller Replacement, Wilmington, CA Irvine Company - Several Central Plant Retrofit Projects, Irvine, CA SCE IOC Irvine -Central Plant Replacement, Irvine, CA Kavo Kerr - HVAC, Industrial Process Systems, Pomona, CA World Trade Center - Central Plant Replacement, Los Angeles, CA Los Angeles Health Services - Central plant replacement, Los Angeles, CA St Jude Medical Center - HVAC Renovation, Sylmar, CA Les Lewis - Senior Project Manager 714.352.2226 1949.735.4944 Ilewis@accoservice.com Resume Douglas Stevenson III, P.E. - SERVICE SALES ENGINEER Experience I Education 2018-Present ACCO Engineered Systems, Costa Mesa, CA Service Sales Engineer 2016-2018 ACCO Engineered Systems, Costa Mesa, CA Design Engineer 2012-2016 California State University Fullerton, Fullerton, CA BS Engineering Executive Summary engineered systems Mr. Stevenson started in Engineering at ACCO Engineered Systems and helped designed projects ranging from small package unit change outs to a full central plant design and installation. After 2 years in Engineering, he moved into the Service Division to focus on project experiences. His main focus includes retrofit projects with Mechanical, Electrical, and DDC upgrades. Professional Activities & Certifications Professional Engineer Project Experience NoHo West - Central Plant, Hollywood, CA The Irvine Company - Package Unit Replacements, Irvine, CA The Irvine Company - Chiller Replacements, Irvine, CA CCSD - Ammonia Piping Replacement, Las Vegas, NV Douglas Stevenson III, P.E. - Service Sales Engineer 714.352.2226 1562.217.1437 dougstevenson3@gmail.com engineered systems Acco Area 7125 Orange County Group Bill Gutierrez 31 years in the Industry 14 years 11 mo with ACCO Local 250 certified Journeyman UA Star Certified ALC training beginner and advanced operator program. Carrier Screw Liquid Chiller Training Trane RTAC Air Cooled Series R Chiller training class Trane Intellipak training class Darren Martz 32 Years In Industry With Local 250 25 of those years in Refrigeration includes Ice Machine Repair 5 Years with ACCO EPA & Liebert Certified Area 7800 Centrifugal Group Resumes Jeff Perez 37 years in the Industry 29 years at ACCO Local 250 Certified General Foreman Chiller group Area Manager 15 year lifetime Journeyman Certification from Local 250 EPA Certified McQuay, York, Trane, Carrier, Bitzer, MCS, factory schooled Jorge Sanchez 20 years in the Industry 11 years at ACCO Local 250 Certified General Foreman Local 250 Training Instructor Chiller group Area Supervisor UA Star Certified EPA Certified McQuay, York, Trane, Carrier, Bitzer, factory schooled ®engineered systems 818. 244.6571 I Office 800,998.2226 1 24-Nr Service BBB E. Walnut Street Implementation Plan Pasadena, CA 91101 Scope of Work ACCO will coordinate all work prior to arrival as stated in the RFP. In addition to the tasks listed in the RFP, ACCO will perform the following tasks. AC Units • Check evap coil temperature differential. • Check for excessive noise and vibration. • Lubricate motor and fan shaft bearings (as needed). • Visual check for refrigerant leaks. • Verify compressor operation. • Visually inspect electrical connections. • Inspect VFD for proper operation (if applicable). • Check economizer setpoints and operation. • Check operating temperature and pressure controls. • Check fan(s) operation. • Inspect gas furnace section for wear and proper operation (if applicable). • Dispense condensate pan tab(s) as appropriate • Check condensate P-Trap and purge (as needed). • Check condition and cleanliness of condensate pan(s). • Ensure all access panels are properly secured and all screws are re -installed. Split Systems • Check evap coil temperature differential. • Check for excessive noise and vibration. • Visually inspect electrical connections. • Lubricate motor and fan shaft bearings (as needed). • Visual check for refrigerant leaks. • Verify compressor operation. • Check economizer setpoints and operation (if applicable). • Check operating temperature and pressure controls. • Check fan(s) operation. • Filters as defined in entitlements. • Check condensate P-Trap and purge (as needed). • Check condition and cleanliness of condensate pan(s). • Dispense condensate pan tab(s) as appropriate • Ensure all access panels are properly secured and all screws are re -installed. • Check refrigerant sight glass (if applicable). • Check condenser fans. • Inspect reversing valve for operation (if applicable). • Inspect condenser coils. • Ensure all access panels are properly secured and all screws are re -installed. ®enstems iems Sys y Emeraencv Repairs ACCO has one of the most modern fleets in the industry. We have over 300 truck -based mobile field mechanics who can respond on site in less than 4 hours, 24 hours a day, 7 days a week. ACCO reduces emergency repair costs by providing comprehensive maintenance solutions. This extends the life of the equipment, prevents catastrophic failures and ensures energy efficiency. ACCO's engineering team can handle any size and any type of project, from a small package system to a complex manufacturing facility. We have the experience and know- how to ensure that your system will run efficiently and deliver the best possible results tailored to your needs. Our field technicians work with ACCO's project management team and our customers to provide the fastest repairs possible in critical moments. We take every step possible to update our customers about timeline and costs so they are able to make informed decisions. Repairs: During our maintenance, our technicians work with our project management team to update the customer about recommended or required repairs at the facility. We provide detailed quotes and repair timelines so that our customers know what the repair will entail. For repairs requested by the customer, a member from the project management team will meet the customer on site to review the issue and provide a quote with a detailed scope of work. As stated above, with a team of over 300 truck based mobile field mechanics, we are able to perform most repairs as soon as parts become available. Our service team checks multiple locations to find the best pricing with the fastest delivery times to ensure equipment is up and running. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES APPENDIX ATTACHMENT 2: FEE PROPOSAL Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the ATTACHMENT 1: SCOPE OF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division. FEE SCHEDULE The undersigned declares that he/she has carefully examined the request for proposal, that he/she has examined the Proposed Scope of Services, and hereby proposes to furnish all material and do all the work required to complete the said work in accordance with said Proposed Scope of Services, for the unit price(s) set forth in the following schedule: Note: This contract is subject to prevailing wages. TO: CITY COUNCIL OF THE CITY OF SANTA ANA ACCO Engineered Systems FROM: Item # Bid Item Unit Quantity Amount Preventative Maintenance Services 1. Control Room EA 1 $ 348 2. East Station EA 1 $ 348 3. Segerstrom Lift Station EA 1 $ 348 4. Walnut Station (Electrical Room) EA 1 $ 348 5. Walnut Station (Server Room) EA 1 $ 348 6. Walnut Station (Shop) EA 1 $ 320 7. Well35 EA 1 $ 343 CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES 8. Well 37 EA 1 $ 348 9. Well 40 EA 1 $ 348 10. Well 41 EA 1 $ 348 11. West Station EA 1 $ 323 Total $ 3,775 t�ontracwr snap suomii aaamonai lapor, material ana rental equipment rates al with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all designations, equipment and materials. BIDDER INFORMATION: Legal Company Name: ACCO Engineered Systems Complete address: 888 E. Walnut St, Pasadena, CA 91101 Phone Number: (562) 217-1437 Email Address: Dstevenson@accoes.com Authorized Signature: --A — 1 ^ ^ Name: Patrick Rochon Title: Regional Manager CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the. proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making"se certification may subject the certifier to Signed State of California County of Subscribed and sworn to (or affirmed) the person(s) who appeared before'me Notary Public Helen Leonard ,5ez 5tt_or,., fore me on this day of , 20_, by me on the basis of satisfactory evidence to be A notary public or other oaicor comploling this ce irlato verifies ork/the iderifily tIhn i..dividuaI who signed the document to which this codiricale is attached, and not the hothfulness, accuracy, orvaliday of Ihatdacument. STATE OF CALIFORNIA COUNTY OF CoS i (ELES Subscribed and swamto(or affirmed) belore me on this_ %yof A"ORI` 20Zt_ by Hft, > LevnrARD proved to me an the basis of satisfactory eviden be n(s) who appeared befareme. i (Signature of PI^C; Notary Public Seal TONY TIGRAN KARA-SIMONYAN Notary Public - California Las Angeles County Commission X 2264183 My Comm. Expires Nay 20, 2022 Page I of] CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: i � ,A lv , Title: Regional Manager Firm: ACCO Engineered Systems Date: 4/28/2021 Page IofI CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. Page I oft CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: Regional Manager Firm: ACCO Engineered Systems Date: 4/28/2021 Page-2 of 2 Is duagl li7 CITY OF SANTA ANA RFP NO,: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES ATTACHMENT 3: PROPOSER'S REFERENCES --- List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: City of Irvine Address: 6427 Oak Canyon Irvine, CA 92618 Contract Amount: Confidential Description of supplies, equipment, or services provided Contact Individual: Joel Miller Phone Number: 949.337.7021 Facsimile Number: Year: __ 2012 - Current _ Quarterly PM services on RTUs, Split Systems Heat pumps, Boilers Etc. As well as plumbing and controls maintenance. Reference Customer Name: City of Los Angeles Address: 200 N Spring St Los Angeles, CA 90012 Contract Amount: Confidential Description of supplies, equipment, or services provided: Contact Individual: Cesar Lopez Phone Number: 213.978.7606 Facsimile Number: Year: Quarterly PM services on RTUs, Split Systems Heat pumps, Boilers, Chillers, Etc. Repairs on all equipment as necessary. Reference Customer Name:_ City of Glendale Address: _FJ3 Broady �Jendale,_CA.91206 _. Contract Amount: Confidential Description of supplies, equipment, or services provided: Contact Individual: Kevin Todd Facsimile Number: Year: Years --- Quarterly PM services on RTUs, Split Systems Heat pumps, Boilers, Chillers, Etc. Repairs on all equipment as necessary. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES Reference Customer Name: Santa Ana PD Address: 60 Civic Center Plaza Santa Ana, CA 92701 Contact Individual: Paul Bui Phone Number:714-240-2534 Facsimile Number: Contract Amount: 59,000 Year: 10+ Years Description of supplies, equipment, or services provided: Quarterly PM services on RTUs, Split Systems Heat pumps Boilers, Chillers Etc. Repairs on all equipmentas necessary. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. EXHIBIT A CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES Appendix ATTACHMENT 1: SCOPE OF WORK CITY OF SANTA ANA RFP NO,: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES SCOPE OF WORK Introduction and Background: The City of Santa Ana Public Works Agency Water Resources Division is soliciting proposals from qualified firms to provide on -call heating, ventilation, and air conditioning (HVAC) repair services and preventative maintenance on an as -needed basis. The City of Santa Ana is located in the County of Orange in Southern California. The City encompasses 27,2 square miles and a population over 343,000 people. The City of Santa Ana Public Works Agency — Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System, The City of Santa Ana's water system has an average day demand of about 43 million gallons (MG) with 45,000 services. It is comprised of approximately 478 miles of water main, 45 MG of storage at five (5) sites, seven (7) MWD connections, 21 groundwater wells, seven (7) pump stations, four (4) pressure regulating stations and utilizes two (2) pressure zones. The Water Resources Division currently operates and maintains eleven (11) air conditioning units throughout their jurisdiction. Description of Work: The City of Santa Ana is requesting proposals forthe purpose of providing on call maintenance repair services on the HVAC units defined in Table A: City of Santa Ana Air Conditioning Units. All requested HVAC maintenance and repair services shall be provided in accordance with the highest standards of the industry, skill, workmanship, and applicable trade practices. All requested services are to be compliant with all Federal, State, California Air Resources Board (GARB), Air Quality Management District (AQMD), Occupational Safety and Health Administration (OSHA) and all other applicable regulatory requirements. This project consists of furnishing all materials, equipment, labor, supervision, and transportation necessary to provide HVAC preventative maintenance and repair services at locations listed and described herein. All parts, repairs and/orfluid changing must be done with parts and fluids that meet or exceeds the manufacturer's specifications and requirements. All replacement parts shall be new. All parts should be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. The Contractor shall properly dispose of used oil, fluids, and filters generated by its services, leaving the job site environmentally clean. All testing and maintenance services should be scheduled in advance with the City of Santa Ana. The Contractor shall maintain service records on all maintenance and repairs and shall provide a copy of the service records to the City of Santa Ana. Contractor must be able to respond to City's request for emergency repair work on a timely manner, The contractor shall be available on an on -call basis, 24/7, and ready to respond in the event of an emergency, Service calls shall be responded within four (4) hours, CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL l-IVAC MAINTENANCE AND REPAIR SERVICES Contractor's repair crews must be able to arrive at job site within four (4) hours of approval from the City to commence work. Regular business hours are considered from 7:00 am to 5:00 pm (Monday through Friday). Anytime outside of business hours of operation may be considered after hours/weekends. The Contractor shall perform additional work as authorized. Such work will be based on rates for field services as listed herein. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division. The Contractor shall maintain and repair existing equipment, as listed in Table A: City of Santa Ana Air Conditioning Units; equipment may be added or removed as required. Table A. City of Santa Ana Air Conditioning Units AC # Site A ddjes Manufactyrer IVlotlel No Serial No 220 S Daisy Ave, #1 Control Room Santa Ana CA 92703 Fujitsu ASU36RLXB FTA004841 1730 S Santa Fe, #2 East Station Santa Ana CA 92705 Fujitsu AOU18RLXFW KSN 008033 Segerstrom Lift 2903 S Bristol St, #3 Station Santa Ana CA 92704 Hoffman G520816GO50 18023251-31-A Walnut Station 723 W Walnut St, 44 (Electrical Room) Santa Ana CA 92701 Mitsubishi PUZ-A36NKA7 BIU07568B Walnut Station 723 W Walnut St, #5 (Server Room) Santa Ana CA 92701 Mitsubishi PUZ-A24NHA7 81U10210B Walnut Station 723 W Walnut St, #6 (Shop) Santa Ana CA 92701 York PHE4B6041 W1K8197261 1718 N Sydney St, Goodman Company, #7 Well 35 Santa Ana CA 92706 LP GSX160241FD 1602044922 2007 W McFadden Ave, Santa Ana CA Goodman Company, 48 Well37 92704 LP SSX160241BB_ 1206645640 1753 E Fruit St, Pfannenberg Manf. #9 Well 40 Santa Ana CA 92701 LLC DTS 3461 519110826993 907 3/4 N Flower St, Goodman Company, 910 Well41 Santa Ana CA 92703 LP SSX160241BB 1303138611 2015 Mountain _ View, Santa Ana CA #11 West Station _ 92704 Carrier Corporation SOTCQDO8A2A6AOAOAO 1610G10616 Contractor Responsibilities: CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES I. HVAC PREVENTATIVE MAINTENANCE SERVICES The Contractor shall perform preventive maintenance on bi-annual basis in accordance with equipment application, and equipment operating hours that are recommended by each equipment manufacturer and location. This service is designed to optimize the reliability and efficiency of the equipment, extend the useful life of the City's equipment, and provide proactive indications of excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season. The Contractor will also provide recommendations for additional service(s) that will better enhance equipment performance. At a minimum, Contractor shall perform the following preventative maintenance tasks and perform a resistive load bank test. These tasks are designed to maintain the equipment in an optimum operating condition so that the equipment will operate reliably and efficiently. A. AIR CONDITIONING UNITS MAINTENANCE 1. Check all electrical wiring and connection as required; tighten as required. 2. Check and replace filters as required. 3. Check starter contactor surfaces for wear. 4. Check compressor amps and record. S. Check sight glass for moisture level. 6. Check operation of crankcase heater. 7. Check and lubricate condenser fan motor and fan bearings. 8. Check condition of condenser coil and clean. 9. Check belts for wear and replace per manufacturer's recommendations. 10, Check and adjust compressor capacity controls. 11. Lubricate indoor fan motor and bearings. 12. Check humidifier for proper operation and observe for humidity levels. 13, Inspect for dust, mold, and debris and clean. 14. Check refrigerant charge and for leaks. 15. Check and inspect cabinets for leaks and check cabinet door for secure closure. 16, Replace batteries bi-annually. 17. Test thermostats and controls for proper operation; temperatures and timer functions. B. AIR DUCT MAINTENANCE 1. Inspect unit assembly. 2. Visually inspect air duct system. C. EXHAUST FAN MAINTENANCE 1. Check all electrical wiring and connections. 2. Check all motor starter contactor surfaces for wear. 3. Clean starter and electrical control enclosure. 4. Lubricate bearings. 5. Check belts for wear and replace per manufacturer's recommendations. 6. Check belt tension and sheave alignment and adjust as required. 7. Inspect exhaust fan unit assembly. 8. Check all mounting hardware and tighten as required. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES All service shall be in accordance with a program of standards as recommended by equipment manufacturers' recommendations. The Contractor shall immediately notify City personnel of conditions that do not conform to applicable codes and/or pose a safety hazard. Within five (5) business days of completing maintenance services on the City's HVAC units, the Contractor shall provide a service report to the City of Santa Ana. The Contractor shall state all findings, if any, along with a proposed scope of work and complete cost estimates for any recommended equipment repairs and/or replacement. IL ON CALL DIAGNOSTIC AND REPAIR SERVICES The Contractor shall provide HVAC unit diagnostic and repair services for all listed City units and other locations on an as needed basis. The Contractor shall charge labor at the established rates for normal hours, after hours, weekend hours and holiday hours. Any repair service above and beyond preventative maintenance will require an estimate being submitted to the City. The City's prior approval is required before any work is performed by the Contractor. All replacement parts shall be new. All parts should be of original equipment manufacturer (OEM); substitutions will be permitted only with prior authorization from the City. All work done on HVAC systems will carry a one-year warranty on parts. After all diagnostic and repair services, a report is to be completed by the Contractor's technician and the report is to be provided to City personnel upon completion of the request. III. EMERGENCY ON CALL REPAIR SERVICE In the event of an FIVAC failure or malfunction, the Contractor shall provide emergency on -call repair services within four (4) hours of receiving the call. The Contractor's service technician is required to be on site and commence work within four (4) hours of initial contact if deemed by the City to be an emergency. The response time may be waived by the City if service can wait to be performed during Contractor's normal business hours. IV. VALUE ADDED RELATED SERVICES The Contractor may propose additional related services that the City has not specifically identified in this RFP to accomplish the stated goals of this RFP. Value added related services will be considered by the City and may or may not be incorporated in the agreement. All parts and materials must be supplied new and factory approved. V. PROJECT MANAGEMENT & COORDINATION When a request for service is issued to the City, the Contractor shall issue an estimate to the City's designated project manager. The Contractor shall not proceed with any work without the approval of the City's designated project manager. Contractors shall invoice the City on a monthly basis for all work performed during the period or CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied by a summary of tasks performed, results and progress on long-term tasks if any. VI. SCHEDULING Contractor shall coordinate all scheduled services at least five (5) business days in advance with: Juan Ramirez Water Resources Production Supervisor (714)356-7244 i ra m i re z(a) s a n t a -a n a. o rg Any activity carried out by the Contractor that requires either taking an HVAC unit offline for testing or repairs, requires prior approval from the City of Santa Ana. VII. MINIMUM QUALIFICATIONS The Contractor shall meet the following minimum qualifications: 1. All work is to be performed in compliance with all applicable codes, standards, due care, and MIOSHA/OSHA safety requirements. 2. Contractor shall hold current C10 Electrical Contractor's License and C20 HVAC Contractor's License. 3. Contractor shall provide HVAC employees that possess a State of California Joint Journeyman Apprentice Training Center Certification; Automation Specialists that are continually factory trained on Automation System. 4. Provide Technical support from the manufacturer upon request from the City. 5. Contractor shall provide emergency access 24 hours a day, 7 days a week. Vill. FEE SCHEDULE: Contractor shall submit a fee schedule as described in Section IV.B.3 of RFP. Furthermore, Contractor shall submit additional labor, material and rental equipment rates along with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment, rentals, and materials. The Contractor will be expected to hold firm pricing on all contract items supplied for the duration of the contract. Labor increases shall be subject to mutually agreeable terms between the City and the Contractor. The City may request related services that will be paid at the vendor's standard labor and equipment rate submitted. Fee proposal shall be outlined as follows: EXHIBIT B ®enstems iems � ( sy April 2811, 2021 Y1e244.65711 office 800.998, 2226 1 24-Hr Service Armando Fernandez 888 E. Walnut Street Project Manager Pasadena, CA 91101 20 Civic Center Plaza Santa Ana, CA 92701 Re: RFP for On -call HVAC Maintenance and Repair Services RFP No21-033 Dear Armando: Thank you for considering ACCO Engineered Systems for the opportunity to help maintain the Santa Ana Police Department and various sites throughout the City of Santa Ana. As the largest private mechanical contractor in the United States, ACCO is the most uniquely qualified and capable mechanical contractor with a depth of resources unparalleled in the industry. We have an extensive project history with many Cities and Local Jurisdictions. ACCO's project delivery team is ready and able to manage this Service, Maintenance and Repair contract with the City of Santa Ana. We currently maintain hundreds of buildings, facilities, districts, and campuses throughout the West Coast. Our team of technicians is more than qualified to work on any of the equipment listed in the RFP. Some of the local cities that we maintain include the City of Irvine, the City of Los Angeles, the City of Glendale, the City of Santa Monica, and many others. ACCO Engineered Systems received a copy of the RFP for the On -call HVAC Maintenance and Repair Services used by the City of Santa Ana, including the indemnity provisions and professional and general liability insurance provisions contained therein. If given the opportunity to contract with the City, ACCO Engineered Systems has no substantive objections to the use of this Agreement. I, Patrick Rochon, certify that no Board member, official or employee of the City of Santa Ana, nor any business entity in which an official of the City has an interest, has been employed or retained to solicit or assist in the procuring of the resulting contract, nor that any such person will be employed in the performance of any contract without immediate divulgence of this fact to the City of Santa Ana. I, Patrick Rochon, Regional Manager, ACCO Engineered Systems, certify that I have read the attached RFP and accompanying instructions and that I am authorized to commit ACCO Engineered Systems to the proposal submitted. Thank you again for the opportunity to submit our qualifications. We look forward to discussing this project further. Sincerely, C—� ,A tom. Patrick Rochon Regional Manager Estahhshed 1934 beense=120696 engineered � I systems Table of Contents Historyof ACCO............................................................................................. 3 ProjectManagement....................................................................................... 4 BuildingServices............................................................................................ 5 Resumes...................................................................................................... 7 Implementation Plan...................................................................................... 11 Attachment 2 — Fee Proposal.......................................................................................... 13 Non -Collusion Affidavit................................................................................... 15 Non -Lobbying Certification............................................................................. 16 Non -Discrimination Certification....................................................................... 17 Attachment 3: Proposers References................................................................ 19 History of ACCO Engineered Systems ACCO Engineered Systems was founded in 1934 as Air Conditioning Company (A000), a proprietorship, by Ira Prentiss Fulmor at 1005 Santa Fe Street, Los Angeles. The former name of the company was chosen to indicate what the company did because few people knew about air conditioning. In 1949, the business moved from downtown Los Angeles to Glendale at its present address. In 1950, ACCO transformed from an air conditioning distributor and became an independent corporation. Kenneth D. Simon was President from 1969 to 1980, Theodore M. Seidman was President from 1981 to 1989, followed by John Aversano in 1990, and Peter Narbonne in 2014. ACCO has a corporate Board of Directors made up of inside officers and outside directors with four scheduled meetings peryear, presided over by the Chairman of the Board. Over the years ACCO has grown to become a leader in the design, installation, and service of industrial, commercial, high-rise, residential, and institutional air conditioning, heating, ventilation, plumbing, process piping, and DDC control systems. ACCO's name was changed in 2002 to ACCO Engineered Systems to better reflect the many aspects of its business. A national trade publication recently ranked ACCO among the 5largest heating, ventilating, and air conditioning contractors in the nation. ACCO's offices and manufacturing facilities occupy over 20 acres. The construction work areas include office buildings, biopharmaceutical, semi -conductor, medical centers and hospitals, micro -electronics, manufacturing plants, entertainment, retail, telecommunications, educational facilities, data centers, and high rise residential. ACCO has completed work in Arizona, California. Florida, Hawaii, Idaho, Illinois, Louisiana, Maryland, Michigan, Nevada, New Jersey, New Mexico, Oregon, Tennessee, Texas, Utah, Virginia, Washington, Washington D.C., and Mexico. ACCO's general offices are located in Glendale, CA, with other principal offices in San Leandro, Sacramento, Orange County, Azusa, San Diego, Bakersfield, Fresno, Petaluma, Redding, Vacaville, CA, Boise, ID, Las Vegas, NV, and Seattle, WA. IJl colbfr ry" c a R4 _ _ - fM711 - 4t 'tI e Project Management Your Personal Representative At ACCO, when we accept a job, we accept all the responsibility that goes with it. An ACCO Project Manager supervises the project from the initial contact through conceptual studies, engineering design, energy studies, estimating, sales, construction and commissioning. This responsibility continues through final acceptance as well as the warranty period. Your Project Manager's responsibility is to get your job done ... on time and on budget. ACCO pioneered this single source of responsibility to ensure that we adhere strictly to all of the project requirements, quality demands and time schedules. Keeping Your Project on Schedule Keeping on schedule requires a large amount of up-to-date information. ACCO maintains a computerized database on all projects to allow project managers to have immediate access to up-to-date labor reports, equipment and materials status, and time and cost accounting. Diverse Experience & A Flexible Approach ACCO has successfully completed projects of every variety- from simple warehouse installations to complex semiconductor and bio-tech fabrication facilities requiring the most advanced technological skills. We can work with an engineer of your choice to develop and analyze systems for your project, or you can utilize ACCO's in-house engineering resources to design the system for your project that meets your quality and budget requirements. In both cases, we guarantee price, performance, and schedule. ®entems inns I neered Sys Building Services ACCO has one of the largest and most experienced service departments in the nation. We provide service and long-term maintenance agreements to over 7,,600 accounts throughout the Western United States. Properly maintained mechanical and control systems conserve energy, increase productivity and satisfy the needs of owners, tenants and production managers. ACCO field service mechanics are trained signatory apprentices and journeymen dedicated solely to servicing HVAC mechanical systems, DDC Controls systems and water treatment applications. ACCO has one of the most modern fleets in the industry. We have over 300 truck -based mobile field mechanics who can respond on site in less than 1 hour for most emegencies. They are avaliable 24 hours a day, 7 days a week. ACCO reduces emergency repair costs by providing comprehensive maintenance solutions. This extends the life of the equipment, prevents catastrophic failures and ensures energy efficiency. ACCO's engineering team can handle any size and any type of project, from a small package system to a complex manufacturing facility. We have the experience and know-how to ensure that your system will run efficiently and deliver the best possible results tailored to your needs. Preventive Maintenance Protect your mechanical system investment. Equipment Repairs Get your system back up and operating, quickly and expertly, minimizing impact on process and building operations. Equipment Modernization Replace, upgrade, modernize, and retrofit your system due to age, obsolescence, or energy efficiency. "Just -In -Time" Service Delivery Guaranteed two-hour emergency response time for our contract customers. Qualified Technicians The best and most highly trained In the industry. Chiller Service Our Centrifugal Group specialists are trained and certified to service and repair all types of chillers Water Treatment Our qualified technicians can prevent tube fouling; maintaining system capacity and efficiency. Tenant Improvements Prevent employee discomfort, reduced productivity, loss of revenue, and increased vacancies. Direct Digital Controls Designed and Installed by ACCO, provide operational efficiency in your processes and building. Commissioning Services Ensures that the performance of installed equipment and its peripheral systems operate at their peak by adhering to the design specifications. Predictive Diagnostic Services Offers an early warning system, which alerts and minimizes possible equipment failures before it happens. Commissioning Office buildings must be comfortable for the occupants. Recording studios must be quiet. Fabrication facilities must be clean. Mechanical systems must be properly designed, installed, and set up for proper operation. ACCO is NEBB (National Environmental Balancing Bureau) certified in air and water balance, HVAC compliance, field installation, verification and sound and vibration. ACCO's commissioning technicians provide the final system balancing, verification, and documentation ensuring the systems function as designed. Retro-Commissioning Commissioning existing buildings offers substantial energy savings and improved operation. Our group is retro-commissioning certified and can assist in obtaining utility rebates where available. Energy Services ACCO is leading the way to a greener tomorrow with our Energy Services Group. Energy Service projects are loosely defined as those which incorporate improved levels of energy efficiency and reduced utility costs as a primary project objective and which often incorporate much needed facility infrastructure upgrades as part of the scope of work. By leveraging the resulting energy cost savings, companies are often able to fund replacements and upgrades that previously were not in the budget. ESCO Partnerships Energy Service Companies (ESCOs) perform energy audits, study environmental impacts of site construction, provide financing to customers, and guarantee savings that result from the implementation of various energy efficiency measures. ACCO has a long history of working with established and successful ESCO firms under a partnership arrangement. ACCO's Energy Services Division supports our ESCO partners by providing manpower, tools, technicians, engineering, budgeting and preliminary layout and design drawings during the pre -construction phase of energy focused projects. During construction, ACCO's Energy Services Division provides required manpower and supervision for the mechanical and electrical trades. Oftentimes, at the customer's request, ACCO fills the role of overall site superintendent and oversees the hiring and management of all other construction trades. Services • Central Plants & Retrofits • Renewable Energy • Energy Efficiency & Re -Commissioning • Automation and Lighting engineered Resume I Systems Les Lewis - SENIOR PROJECT MANAGER Experience I Education 1999-Present ACCO Engineered Systems, Inc., Costa Mesa, CA Senior Project Manager - Special Projects 1994-1998 Control Air Conditioning Company, Orange, CA Sales Manager - Service Department 1988-1994 ACCO Engineered Systems, Inc., Glendale, CA Project Engineer 1987-1988 Burke Engineering, Las Vegas, NV Field Sales and Marketing 1985-1987 Lawyer Trane, Las Vegas, NV Sales and Project Management 1976-1985 Southwest Air Conditioning, Las Vegas, NV Service Technician and Sales 1975 Ed W. Clark High School Executive Summary Mr. Lewis has over 35 years of project experiences of which includes small tenant improvements to large mechanical retrofits. He has successfully completed work as a "Prime Contractor" when mechanical work is the main focus to include complete building renovations or replacements. Additional experience involving a design build approach of many retrofit projects to include Mechanical, Electrical and DDC systems from the inception, budgeting, execution and on through to the completion of the project. Professional Activities & Certifications Certified Energy Manager Project Experience CCSD Food Storage - Ammonia Pipe Replacement, Las Vegas, NV ORR Middle School - Rooftop Replacements, Las Vegas, NV Las Vega High School - Center Plant, HVAC modifications, Las Vegas, NV Silverado High School - Center Plant, HVAC modifications, Las Vegas, NV Laughlin High School - HVAC Replacement, Laughlin, NV Silverado High School -Central Plant- HVAC Replacement, Las Vegas, NV Golden Nugget - Las Vegas, Central Plant Replacement, Las Vegas, NV Les Lewis - Senior Project Manager 714.352.2226 1949.735.4944 Ilewis@accoservice.com Resume engineered (3) [continued] systems Les Lewis - SENIOR PROJECT MANAGER Encino Gateway - Chiller Plant Retrofit, Encino, CA Orange County Register- Chiller Retrofit, Santa Ana, CA County of Orange - Hall of Records, Santa Ana, CA County of Orange - Administration Building, Santa Ana, CA Cypress College AHU Retrofits, Cypress, CA Fullerton College - Telecom Systems, Fullerton, CA Irvine Company - Irvine Campuses, Irvine, CA Bank of America Critical Facilities, Pasadena, CA San Onofre Power Plant, San Clemente, CA Q-Logic, Aliso Viejo, CA Tireco - AHU & DDC Controls, Gardena, CA UNISYS - Renovation, Irvine, CA Sybron - Renovation, Anaheim, CA McMaster Carr- Renovation, Santa Fe Springs, CA Golds Gym - Renovation, Los Angeles, CA 2020 Santa Monica - Renovation, Santa Monica, CA Hilton LAX - Cooling Towers, Los Angeles, CA Team Disney Buildings H5, H6, & H7, Burbank, CA West Cooling Tower Replacement, Anaheim, CA Disneyland Hotel - Conference Room AHU's, Anaheim, CA Paradise Pier Hotel - AHU's, Anaheim, CA Tesoro Chiller Replacement, Wilmington, CA Irvine Company - Several Central Plant Retrofit Projects, Irvine, CA SCE IOC Irvine -Central Plant Replacement, Irvine, CA Kavo Kerr - HVAC, Industrial Process Systems, Pomona, CA World Trade Center - Central Plant Replacement, Los Angeles, CA Los Angeles Health Services - Central plant replacement, Los Angeles, CA St Jude Medical Center - HVAC Renovation, Sylmar, CA Les Lewis - Senior Project Manager 714.352.2226 1949.735.4944 Ilewis@accoservice.com Resume (3) engineered systems Douglas Stevenson III, P.E. - SERVICE SALES ENGINEER Experience I Education 2018-Present ACCO Engineered Systems, Costa Mesa, CA Service Sales Engineer 2016-2018 ACCO Engineered Systems, Costa Mesa, CA Design Engineer 2012-2016 California State University Fullerton, Fullerton, CA BS Engineering Executive Summary Mr. Stevenson started in Engineering at ACCO Engineered Systems and helped designed projects ranging from small package unit change outs to a full central plant design and installation. After 2 years in Engineering, he moved into the Service Division to focus on project experiences. His main focus includes retrofit projects with Mechanical, Electrical, and DDC upgrades. Professional Activities & Certifications Professional Engineer Project Experience NoHo West - Central Plant, Hollywood, CA The Irvine Company - Package Unit Replacements, Irvine, CA The Irvine Company - Chiller Replacements, Irvine, CA CCSD - Ammonia Piping Replacement, Las Vegas, NV Douglas Stevenson III, P.E. - Service Sales Engineer 714.352.2226 1562.2171437 dougstevenson3@g ma i Isom engineered systems Acco Area 7125 Orange County Group Bill Gutierrez 31 years in the Industry 14 years 11 mo with ACCO Local 250 certified Journeyman UA Star Certified ALC training beginner and advanced operator program. Carrier Screw Liquid Chiller Training Trane RTAC Air Cooled Series R Chiller training class Trane Intellipak training class Darren Martz 32 Years In Industry With Local 250 25 of those years in Refrigeration includes Ice Machine Repair 5 Years with ACCO EPA & Liebert Certified Area 7800 Centrif i ag l Group Resumes Jeff Perez 37 years in the Industry 29 years at ACCO Local 250 Certified General Foreman Chiller group Area Manager 15 year lifetime Journeyman Certification from Local 250 EPA Certified McQuay, York, Trane, Carrier, Bitzer, MCS, factory schooled Jorge Sanchez 20 years in the Industry 11 years at ACCO Local 250 Certified General Foreman Local 250 Training Instructor Chiller group Area Supervisor UA Star Certified EPA Certified McQuay, York, Trane, Carrier, Bitzer, factory schooled ®engineered I I systems 818. 244,65711 Office 800,998 2226 1 24-Hr Service 888 E. Walnut Street Implementation Plan Pasadena, CA 91101 Scope of Work ACCO will coordinate all work prior to arrival as stated in the RFP. In addition to the tasks listed in the RFP, ACCO will perform the following tasks. AC Units • Check evap coil temperature differential. • Check for excessive noise and vibration. • Lubricate motor and fan shaft bearings (as needed). • Visual check for refrigerant leaks. • Verify compressor operation. • Visually inspect electrical connections. • Inspect VFD for proper operation (if applicable). • Check economizer setpoints and operation. • Check operating temperature and pressure controls. • Check fan(s) operation. • Inspect gas furnace section for wear and proper operation (if applicable). • Dispense condensate pan tab(s) as appropriate • Check condensate P-Trap and purge (as needed). • Check condition and cleanliness of condensate pan(s). • Ensure all access panels are properly secured and all screws are re -installed. Split Systems • Check evap coil temperature differential. • Check for excessive noise and vibration. • Visually inspect electrical connections. • Lubricate motor and fan shaft bearings (as needed). • Visual check for refrigerant leaks. • Verify compressor operation. • Check economizer setpoints and operation (if applicable). • Check operating temperature and pressure controls. • Check fan(s) operation. • Filters as defined in entitlements. • Check condensate P-Trap and purge (as needed). • Check condition and cleanliness of condensate pan(s). • Dispense condensate pan tab(s) as appropriate • Ensure all access panels are properly secured and all screws are re -installed. • Check refrigerant sight glass (if applicable). • Check condenser fans. • Inspect reversing valve for operation (if applicable). • Inspect condenser coils. • Ensure all access panels are properly secured and all screws are re -installed. ®enstems ferns sy Emeroencv Repairs ACCO has one of the most modern fleets in the industry. We have over 300 truck -based mobile field mechanics who can respond on site in less than 4 hours, 24 hours a day, 7 days a week. ACCO reduces emergency repair costs by providing comprehensive maintenance solutions. This extends the life of the equipment, prevents catastrophic failures and ensures energy efficiency. ACCO's engineering team can handle any size and any type of project, from a small package system to a complex manufacturing facility. We have the experience and know- how to ensure that your system will run efficiently and deliver the best possible results tailored to your needs. Our field technicians work with ACCO's project management team and our customers to provide the fastest repairs possible in critical moments. We take every step possible to update our customers about timeline and costs so they are able to make informed decisions. Repairs: During our maintenance, our technicians work with our project management team to update the customer about recommended or required repairs at the facility. We provide detailed quotes and repair timelines so that our customers know what the repair will entail. For repairs requested by the customer, a member from the project management team will meet the customer on site to review the issue and provide a quote with a detailed scope of work. As stated above, with a team of over 300 truck based mobile field mechanics, we are able to perform most repairs as soon as parts become available. Our service team checks multiple locations to find the best pricing with the fastest delivery times to ensure equipment is up and running. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES APPENDIX ATTACHMENT 2: FEE PROPOSAL Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the ATTACHMENT 1: SCOPE OF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division, FEE SCHEDULE The undersigned declares that he/she has carefully examined the request for proposal, that he/she has examined the Proposed Scope of Services, and hereby proposes to furnish all material and do all the work required to complete the said work in accordance with said Proposed Scope of Services, for the unit price(s) set forth in the following schedule: Note: This contract is subject to prevailing wages. TO: CITY COUNCIL OF THE CITY OF SANTA ANA FROM: ACCO Engineered Systems Item # Bid Item Unit Quantity Amount Preventative Maintenance Services 1. Control Room EA 1 $ 348 2. East Station EA 1 $ 348 3. Segerstrom Lift Station EA 1 $ 348 4. Walnut Station (Electrical Room) EA 1 $ 348 5. Walnut Station (Server Room) EA 1 $ 348 6. Walnut Station (Shop) EA 1 $ 320 7. Well35 EA 1 $ 348 CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES 8. Well 37 EA 1 $ 348 9. Well40 EA 1 $348 10. Well41 EA 1 $348 11. West Station EA 1 $ 323 Total $ 3,775 Contractor shall submit additional labor, material and rental equipment rates along with fee schedule. Contractors labor and equipment rate sheet shall list rates for all labor designations, equipment and materials. BIDDER INFORMATION: Legal Company Name: ACCO Engineered Systems Complete address: 888 E. Walnut St, Pasadena, CA 91101 Phone Number: (562) 217-1437 Email Address: Dstevenson@accoes.com Authorized Signature: Name: Patrick Rochon Title: Regional Manager A . I CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made In the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the. proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making "se certification may subject the certifier to Signed State of California County of Subscribed and sworn to (or affirmed the person(s) who appeared before me Notary Public Signb ure Helen Leonard Sew gtLOul fore me on this day of , 20_, by me on the basis of satisfactory evidence to be A nolary public or otheroFwrcompleting this cedi6cate verifies Orly the idenl Iycs the ti.dividual who signed the document to which this cadificale is allached, and not the truthfulness,accuracy, or validity oflha[document. STATE OF CALIFORNIA COUNTY OF Les , (FGES Subscribed and s1w�umto(oraf01im�e�d) before mean this�HBayof P'PRft- 20�_ by KFL IJ ✓e .-IJ%lf C> proved to me on the basis of satisfactory eviden be n(s) who appeared before me. i (Signalure of N^ Notary Public Seal ------------- o„ TONY TIGRAN KAKA-SfMONYAN Notary Public • Californiaounty � � N� Los Angeles County Commission N 2264183 My Comm. Expires Nov 20, 2022 Page I or CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: Title: Regional Manager Firm: ACCO Engineered Systems Date: 4/28/2021 Page IofI CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL. HVAC MAINTENANCE AND REPAIR SERVICES NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other foams of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause, 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders, 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. Page 1 of 2 CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: - A ___I Title: Regional Manager Firm: ACCO Engineered Systems Date: 4/28/2021 Page 2 of 2 CITY OF SANTA ANA RFP NO.:21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES ATTACHMENT 3: PROPOSER'S REFERENCES --- List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: City of Irvine Address: 6427 Oak Canyon Irvine CA 92618 Contract Amount; Confidential Contact Individual: Joel Miller Phone Number: 949.337.7021 Facsimile Number; Year: _ 201,2.=Current Description of supplies, equipment, or services provided: Quarterly PM services on RTUs, Split Systems Heat pumps, Boilers, Etc. As well as plumbing and controls maintenance. Reference Customer Name: City Of Los Angeles Address: 200 N Spring St Los Angeles, CA 90012 _ Contract Amount: Confidential Description of supplies, equipment, or services provided: Contact Individual: Cesar Lopez Phone Number: 213.978.7606 Facsimile Number: Year; 1 ti VAS Quarterly PM services on RTUs, Split Systems Heat pumps, Boilers, Chillers, Etc. Repairs on all equipment as necessary. Reference Customer Name:_ City of Glendale Address: �1.3_l3rgdway Eel =ITM- iWA ' i 1. Contract Amount: ___onfidential Description of supplies, equipment, or services provided Contact Individual: Kevin Todd Phone Number: R18.q.82,943g Facsimile Number: Year: r Quarterly PM services on RTUs, Split Systems Heat pumps, Boilers, Chillers, Etc. Repairs on all equipment as necessary. CITY OF SANTA ANA RFP NO.: 21-033 ON -CALL HVAC MAINTENANCE AND REPAIR SERVICES Reference Customer Name: Santa Ana PD Address:60 Civic Center Plaza Santa Ana, CA 92701 Contract Amount: 59,000 Contact Individual: Paul Bui Phone Number,714-240-2534 Facsimile Number: Year: 10+ Years Description of supplies, equipment, or services provided: Quarterly PM services on RTUS, Split Systems Heat pumps, Boilers, Chillers, Etc. Repairs on all eclulpmen as necessary. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. Digitally signed by Tori Pierson Tori Pierson Date: 2021.10.2709:06:42 -07'00' '`` o CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 10/20/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Aon Risk Insurance Services West, Inc. Los Angeles CA Office CONTACT NAME: PHONE (A/CC.No. Ext): (866) 283-7122 A/X No.): (800) 363-0105 E-MAIL 707 Wi 1 shire Boulevard Suite 2600 ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # Los Angeles CA 90017-0460 USA INSURED INSURERA: Steadfast Insurance company 26387 ACCO Engineered Systems, Inc. 888 East Walnut Street Pasadena CA 91101 USA INSURER B: Liberty Mutual Fire Ins co 23035 INSURERC: LM Insurance corporation 33600 INSURER D: American Fire & casualty co 24066 INSURER E: Berkley Assurance company 39462 INSURER F: COVERAGES CERTIFICATE NUMBER: 570089957012 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DDNYYY POLICY EXP MM/DD/YYYY LIMITS B X COMMERCIAL GENERAL LIABILITY Y TB2661067353031 10 01 2021 10 01 2022 EACH OCCURRENCE $2,000,000 CLAIMS -MADE X❑OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $1,000,000 MED EXP (Any one person) $ 5 , 000 PERSONAL &ADV INJURY $2,000,000 GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY PRO ECT F"LOC PRODUCTS - COMP/OP AGG $4,000,000 OTHER: B AUTOMOBILE LIABILITY AS2-661-067353-021 10101120211010112022 COMBINED SINGLE LIMIT Ea accident $5,000,000 BODILY INJURY( Per person) X ANYAUTO BODILY INJURY (Per accident) OWNED SCHEDULED AUTOS ONLY AUTOS HIREDAUTOS NON -OWNED PROPERTY DAMAGE ONLY AUTOS ONLY Per accident D EUA2263708502 10/01/2021 10/01/2022 $1,000,000 UMBRELLA LIAB X OCCUR EACH OCCURRENCE X EXCESS LIAB CLAIMS -MADE AGGREGATE 0 $1, 000, 000 DED I RETENTION C WORKERS COMPENSATION AND Y WA566DO67353011 10/01/2021 10/01/2022 X I PER STATUTE I OTH - EMPLOYERS' LIABILITY V/N E.L. EACH ACCIDENT $1,000,000 ANY PROPRIETOR / PARTNER /EXECUTIVE N OFFICER/MEMBER EXCLUDED? (Mandatory in NH) N/A E.L. DISEASE -EA EMPLOYEE $1,000,000 D ESCdescribe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $1,000,000 E Env contr Prof 10/01/2021 10/01/2022Aggregate/Each Loss $2,000,000 =PCAE)B50155281021 ms Made Prof Agg SIR $600,000 applies per policy ter s & condi ions Prof Each claim SIR $200,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) [RE: Service, city of Santa Ana, 20 civic center Plaza, Santa Ana, CA.] [AI: The city of Santa Ana, its officers, employees, agents and representatives] are included as Additional Insured with respect to the General Liability Policy; granted a Waiver of Subrogation for Workers' compensation Policy; and the General Liability Policy evidenced herein is Primary and Non-contributory to other insurance available as required by written contract but limited to the operations of the Insured under said contract. `w 7. O Z W U 'E W U CERTIFICATE HOLDER CANCELLATION _ SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED POLICY PROVISIONS. IN ACCORDANCE WITH THE city of Santa Ana AUTHORIZED REPRESENTATIVE Risk Management Division 20 civic center Plaza Santa Ana CA 92702 USA n �sd[ctecne� 6trui R&Aemm & APPRcovED Sv: ©1988-2015ACORD CORPOF Y3isl,NrnnagernentCteri-1Aicte ACORD 25 (2016/03) The ACORD name and logo are registered marks ofACORD POLICY NUMBER: TB2-661-067353-031 COMMERCIAL GENERAL LIABILITY CG 20 10 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II — Who Is An Insured is amended to 1. All work, including materials, parts or equipment include as an additional insured the person(s) or furnished in connection with such work, on the organization(s) shown in the Schedule, but only project (other than service, maintenance or with respect to liability for "bodily injury", "property repairs) to be performed by or on behalf of the damage" or "personal and advertising injury" additional insured(s) at the location of the caused, in whole or in part, by: covered operations has been completed; or 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) designated above. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury" or "property damage" occurring after: 2. That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 10 04 13 © ISO Properties, Inc., 2012 r' �, a. � & PR8,r. 1,J, 76,t b oo RYsk NYanagernena CY'erirvl'Aticfle SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Locations Of Covered Operations All persons or organizations with whom you have entered All locations as required by a written contract or into a written contract or agreement, prior to an agreement entered into prior to an "occurrence" or "occurrence" or offense, to provide additional insured status. offense. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. r' I JAPF1a VVM 81r. RYsk NYanagernena CY'erirvl'Aticfle CG 20 10 04 13 © Insurance Services Office, Inc., 2012 . -U - — POLICY NUMBER: TB2-661-067353-031 COMMERCIAL GENERAL LIABILITY CG 20 37 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Location And Description Of Completed Operations All persons or organizations with whom you have entered into a written contract or agreement, prior to an "occurrence" or offense, to provide additional insured status All locations as required by a written contract or agreement entered into prior to an 'occurrence" or offense. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by "your work" at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the "products -completed operations hazard". However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to required by a contract or will pay on behalf of the amount of insurance: the additional insured is agreement, the most we additional insured is the 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 37 04 13 © Insurance Services Office, Inc., 2012 RYsk NYanagernena CY'erirvl'Aticfle POLICY NUMBER: TB2-661-067353-031 COMMERCIAL GENERAL LIABILITY CG 20 01 0413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NONCONTRIBUTORY - OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART The following is added to the Other Insurance Condition and supersedes any provision to the contrary: Primary And Noncontributory Insurance This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: (1) The additional insured is a Named Insured under such other insurance; and (2) You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured. CG2001 0413 © Insurance Services Office, Inc., 2012 Rooe&w &PR8,r. RYsk NYanagernena CY'erirvl'Aticfle WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Where required by contract or written agreement prior to loss and allowed by law. Issued by: LM Insurance Corp. For attachment to Policy No WA5-66D-067353-011 Effective Date 10/01/2021 Premium Issued to: ACCO Engineered Systems, Inc. REme&w & APPRavm 8v. WC 00 03 13 © 1983 National Council on Compensation Insurance, Inc. Ri,kKnnag—tClei-1 Aad Ed. 4/1/1984 Policy Number TB2-661-067353-031 Issued by Liberty Mutual Fire Insurance Co. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION OR MATERIAL REDUCTION IN COVERAGE TO THIRD PARTIES This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE PART MOTOR CARRIER COVERAGE PART GARAGE COVERAGE PART TRUCKERS COVERAGE PART EXCESS AUTOMOBILE LIABILITY INDEMNITY COVERAGE PART SELF -INSURED TRUCKER EXCESS LIABILITY COVERAGE PART COMMERCIAL GENERAL LIABILITY COVERAGE PART EXCESS COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART COMMERCIAL LIABILITY — UMBRELLA COVERAGE FORM Schedule Name of Other Person(s) / Organization(s): Email Address or mailing address: Number Days Notice: Per schedule on file with broker Per schedule on file with broker 30 days A. If we cancel this policy for any reason other than nonpayment of premium, or make a material reduction in coverage, we will notify the persons or organizations shown in the Schedule above. We will send notice to the email or mailing address listed above at least 10 days, or the number of days listed above, if any, before the cancellation becomes effective. In no event does the notice to the third party exceed the notice to the first named insured. B. This advance notification of a pending cancellation or material reduction of coverage is intended as a courtesy only. Our failure to provide such advance notification will not extend the policy cancellation date nor negate cancellation of the policy. All other terms and conditions of this policy remain unchanged. LIM 99 04 03 14 ©2014 Liberty Mutual Insurance. All rights reserved. 01 1 r & APPRaVM 8v. Includes copyrighted material of Insurance Services Office, Inc., with its permit ��&Wo RYsk NYanagernena CY'erirvl'Aticfle Policy Number: AS2-661-067353-021 Issued by: Liberty Mutual Fire Insurance Co. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO THIRD PARTIES This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE PART MOTOR CARRIER COVERAGE PART GARAGE COVERAGE PART TRUCKERS COVERAGE PART EXCESS AUTOMOBILE LIABILITY INDEMNITY COVERAGE PART SELF -INSURED TRUCKER EXCESS LIABILITY COVERAGE PART COMMERCIAL GENERAL LIABILITY COVERAGE PART EXCESS COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART COMMERCIAL LIABILITY — UMBRELLA COVERAGE FORM Schedule Name of Other Person(s) / Email Address: Organization(s): Per schedule on file with broker A. If we cancel this policy for any reason other than nonpayment of premium, we will notify the persons or organizations shown in the Schedule above by email as soon as practical after notifying the first Named Insured. B. This advance email notification of a pending cancellation of coverage is intended as a courtesy only. Our failure to provide such advance notification will not extend the policy cancellation date nor negate cancellation of the policy. All other terms and conditions of this policy remain unchanged. LIM 99 02 08 11 © 2011 Liberty Mutual Group of Companies. All rights reserved Rooe&w & APPRavm 8,r. Includes copyrighted material of Insurance Services Office, Inc., v A its permission. RYsk NYanagernena CY'erirvl'Aticfle THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO THIRD PARTIES A. If we cancel this policy for any reason other than nonpayment of premium, we will notify the persons or organizations shown in the Schedule below. We will send notice to the email or mailing address listed below at least 10 days, or the number of days listed below, if any, before cancellation becomes effective. In no event does the notice to the third party exceed the notice to the first named insured. B. This advance notification of a pending cancellation of coverage is intended as a courtesy only. Our failure to provide such advance notification will not extend the policy cancellation date nor negate cancellation of the policy. Name of Other Person(s) / Organization(s): Per schedule on file with broker SCHEDULE Email Address or mailing address Per schedule on file with broker All other terms and conditions of this policy remain unchanged. Issued by LM Insurance Corp. For attachment to Policy No. WA5-66D-067353-011 Effective Date 10/01/2021 Issued to WM 90 18 06 11 © 2011 Liberty Mutual Group of Companies Ed. 06/01/2011 All Rights Reserved Number Days Notice: 30 days Premium $ Rooemm &APPAR{Nm8,. RYsk NYanagernena CY'erirvl'Aticfle NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor ACCO Engineered Systems, Inc. Name: Project A-2021-162-01 Number: Project Agreement To Provide On-Call HVAC Maintenance And Repair Services Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: EXPIRATION TYPE OF INSURANCE POLICY NUMBER COI DATE FILE NAME DATE AUTOMOBILE LIABILITY AS2661067353022 10/01/2023 09/16/2022 570095325372.pdf ENV CONTR PROF PCADB50194691022 10/01/2023 09/16/2022 570095325372.pdf City of Santa GENERAL LIABILITY TB2661067353032 10/01/2023 10/12/2022 Ana.pdf WORKERS COMPENSATION AND WA566D067353012 10/01/2023 09/16/2022 570095325372.pdf EMPLOYERS' LIABILITY Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 1/23/2023 11:32 AM