Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Resolution - 2017-R0211 - Johnson Controls - 06/08/2017
Resolution No. 2017-RO211 Item No. 5.16 June 8, 2017 RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK: THAT City of Lubbock Bid No. RFP 17 -13263 -KW is awarded to Johnson Controls, Inc., of Lubbock, Texas, for HVAC Maintenance for the Civic Center, Coliseum and Auditorium. and further THAT the Mayor of the City of Lubbock is authorized and directed to execute, for and on behalf of the City of Lubbock Contract No. 13263 for said activities with the terms of the bid submitted attached hereto and incorporated herein, and related documents. Passed by the City Council on June 8, 2017 DANIEL M. POPE, MAYOR ATTEST: (Q --f 14'c -a .6 Reb ca Garza, City Secreta APPROVED AS TO CONTEN VV Scott Snider, Assistant City Manager APPROVED AS TO FORM: R an, rooke, Assistant City Attorney ccdocs RES.HVAC Maintenance RFP 17 -13263 -KW 05.04.2017 Resolution No. 2017-R0211 City of Lubbock, TX HVAC Maintenance Services for Civic Center, Coliseum and Auditorium Service Agreement Contract 13263 This Service Agreement (this "Agreement") is entered into as of the _gg,,..day of tee— , 2017, ("Effective Date") by and between johnson Controls, Inc. (the Contractor), and the City of Lubbock (the "City"). RECITALS WHEREAS, the City has issued a Request for Proposals 17 -13263 -KW, HVAC Maintenance Services for Civic Center, Coliseum and Auditorium WHEREAS, the proposal submitted by the Contractor pursuant to the pricing, terms and conditions of RFP 17 -13263 -KW has been selected as the proposal which best meets the needs of the City for this service. WHEREAS, Contractor desires to perform as an independent contractor to provide HVAC Maintenance Services for Civic Center, Coliseum and Auditorium , upon terms and conditions maintained in this Agreement; and NOW THEREFORE, for and in consideration of the mutual promises contained herein, the City and Contractor agree as follows: City and Contractor acknowledge the Agreement consists of the following exhibits which are attached hereto and incorporated herein by reference, listed in their order of priority in the event of inconsistent or contradictory provisions: 1. This Agreement 2. Exhibit A – Best and Final Price Sheet and Proposal 3. Exhibit B - Technical Specifications 4. Exhibit C - Insurance Requirements 5. Exhibit D – Special Conditions 6. Exhibit E – Summary of Equipment and Service Schedule Scope of Work Contractor shall provide the services that are specified in Exhibit B. The Contractor shall comply with all the applicable requirements set forth in Exhibit A – E attached hereto. The contract shall be for a term of one year, with the option of a two, one-year extensions, said date of term beginning upon formal approval. This contract shall remain in effect until the expiration date, performance of services ordered, or termination by either party with a thirty (30) day written notice. Contractor must maintain the insurance coverage required during the term of this contract including any extensions. It is the responsibility of the Contractor to ensure that valid insurance is on file with the Purchasing and Contract Management Department as required by contract or contract may be terminated for non-compliance. Article 1 Services 1.1 Contractor agrees to perform services for the City that are specified under the General Requirements set forth in Exhibit B. The City agrees to pay the amounts stated in Exhibit A, to Contractor for performing services. 1.2 Contractor shall use its commercially reasonable efforts to render Services under this Agreement in a professional and business -like manner and in accordance with the standards and practices recognized in the industry. 1.3 All funds for payment by the City under this Agreement are subject to the availability of an annual appropriation for this purpose by the City. In the event of nonappropriation of funds by the City Council of the City of Lubbock for the goods or services provided under the Agreement, the City will terminate the Agreement, without termination charge or other liability, on the last day of the then -current fiscal year or when the appropriation made for the then -current year for the goods or services covered by this Agreement is spent, whichever event occurs first. If at any time funds are not appropriated for the continuance of this Agreement, cancellation shall be accepted by the contractor on thirty (30) days prior written notice, but failure to give such notice shall be of no effect and the City shall not be obligated under this Agreement beyond the date of termination. 1.4 The Contractor shall not assign or sublet the contract, or any portion of the contract, without written consent from the Director of Purchasing and Contract Management. Should consent be given, the Contractor shall insure the Subcontractor or shall provide proof on insurance from the Subcontractor that complies with all contract Insurance requirements. Article 2 Miscellaneous. 2.1 This Agreement is made in the State of Texas and shall for all purposes be construed in accordance with the laws of said State, without reference to choice of law provisions. 2.2 This Agreement is performable in, and venue of any action related or pertaining to this Agreement shall lie in, Lubbock, Texas. 2.3 This Agreement and its Exhibits contains the entire agreement between the City and Contractor and supersedes any and all previous agreements, written or oral, between the parties relating to the subject matter hereof. No amendment or modification of the terms of this Agreement shall be binding upon the parties unless reduced to writing and signed by both parties. 2.4 This Agreement may be executed in counterparts, each of which shall be deemed an original. 2.5 In the event any provision of this Agreement is held illegal or invalid, the remaining provisions of this Agreement shall not be affected thereby. 2.6 The waiver of a breach of any provision of this Agreement by any parties or the failure of any parties otherwise to insist upon strict performance of any provision hereof shall not constitute a waiver of any subsequent breach or of any subsequent failure to perform. 2.7 This Agreement shall be binding upon and inure to the benefit of the parties and their respective heirs, representatives and successors and may be assigned by Contractor or the City to any successor only on the written approval of the other party. 2.8 All claims, disputes, and other matters in question between the Parties arising out of or relating to this Agreement or the breach thereof, shall be formally discussed and negotiated between the Parties for resolution. In the event that the Parties are unable to resolve the claims, disputes, or other matters in question within thirty (30) days of written notification from the aggrieved Party to the other Party, the aggrieved Party shall be free to pursue all remedies available at law or in equity. 2.9 At any time during the term of the contract, or thereafter, the City, or a duly authorized audit representative of the City or the State of Texas, at its expense and at reasonable times, reserves the right to audit Contractor's records and books relevant to all services provided to the City under this Contract. In the event such an audit by the City reveals any errors or overpayments by the City, Contractor shall refund the City the full amount of such overpayments within thirty (30) days of such audit findings, or the City, at its option, reserves the right to deduct such amounts owing the City from any payments due Contractor. 2.10 The City reserves the right to exercise any right or remedy to it by law, contract, equity, or otherwise, including without limitation, the right to seek any and all forms of relief in a court of competent jurisdiction. Further, the City shall not be subject to any arbitration process prior to exercising its unrestricted right to seek judicial remedy. The remedies set forth herein are cumulative and not exclusive, and may be exercised concurrently. To the extent of any conflict between this provision and another provision in, or related to, this document, this provision shall control. IN WITNESS WHEREOF, this Agreement is executed as of the Effective Date. CITY OF LUB CK, TX: Daniel M. Pope, Mayor ATTEST: Reb cca Garza, City Secretary APPTO CONTENT: ivic Services Director APPROVED AS TO FORM: Ryan 16(o , Ass stant City Attorney CONTRACTOR: IM fv'- Contractor's Signature 1 -1/1 -1j/4 -/n ��i� %l Printed Name Title Exhibit A City of Lubbock, TX RFP 17 -13263 -KW HVAC Maintenance Services for Civic Center, Coliseum and Auditorium PROPOSAL PRICE SHEET Proposer's Name: cl bh n Sa n &V%4016 015 . Ar-, 1. Price for Contract per year HVAC maintenance services Civic Center Physical Plant $ 78U HVAC maintenance services for the Civic Center proper and Coliseum/Auditorium will be calculated using an hourly rate. The hourly rate will include the cost of all overtime, travel costs, parts, environmental charges, disposal fees and any other charges normally applied to contractor services. I Employee Hourly Rate Non Emergency $ 98,00 Supervisor Hourly Rate, Non Emergency $ / 3 . b CO Employee Hourly Rate Emergency $ N7,60 Supervisor Hourly Rate, Emergency $ o 0 a Mark-up on parts, with a guaranteed not-to-exyeed maximum cost. % Prepared by: W i u -i Arm A468&7' Title: R P.(w6A x A-PjA Co eL Date: S ha In 1-1 ar RFP 17-13264-1.W HVAC Senim for the Mie Cmucr, Co twum and Audhodum 23 CUSTOMER CITY OF LUBBOCK, CIVIC CENTER LOCAL JOHNSON CONTROLS OFFICE 1603 W LOOP 289 LUBBOCK,TX 794165124 AGREEMENT START DATE - 06/15/2017 PROPOSALDATE 05/24/2017 ESTIMATE NO 1-M7ASTOU Partnering with you to deliver value -driven solutions A Planned Service Agreement with Johnson Controls provides you with a customized service strategy designed around the needs of your facility. Our approach features a combination of scheduled, predictive and preventative maintenance services that focus on your goals. As your building technology services partner, Johnson Controls delivers an unmatched service experience delivered by factory -trained, highly skilled technicians who optimize operations of the buildings we work with, creating productive and safe environments for the people within. By integrating our service expertise with innovative processes and technologies, our value -driven planned service solutions deliver sustainable results, minimize equipment downtime and maximize occupant comfort. 0�"lflS�on 410 W` YORK M E TA S Y S ."� � BY JOHNSON CONTROLS BY JOHNSON CONTROLS Controls Executive Summary PLANNED SERVICE PROPOSAL FOR CITY OF LUBBOCK We value and appreciate your interest in Johnson Controls as a service provider for your building systems and are pleased to provide a value -driven maintenance solution for your facility. The enclosed proposal outlines the Planned Service Agreement we have developed on your facility. Details are included in the Planned Service Agreement summary (Schedule A), but highlights are as follows: o In this proposal we are offering a service agreement for 1 Year with the option of two, one year extensions - starting 06/15/2017 and ending 06/14/2020. • The agreement price for first year is $78,449.00; see Schedule A, Supplemental Price and Payment Terms, for pricing in subsequent years. O The equipment options and number of visits being provided for each piece of equipment are described in Schedule A, Equipment list. As a manufacturer of both mechanical and controls systems, Johnson Controls has the expertise and resources to provide proper maintenance and repair services for your facility. Again, thank you for your interest in Johnson Controls and we look forward to becoming your building technology services partner. Please contact me if you have any questions. Sincerely, Steven York Acct Exec Owner © 2017 Johnson Controls, Inc. Johnson Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 2 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Benefits of Planned Service A Planned Service Agreement with Johnson Controls will allow you to optimize your building's facility performance, providing dependability, sustainability and energy efficiency. You'll get a value -driven solution that fits your specific goals, delivered with the attention of a local service company backed by the resources of a global organization. With this Planned Service Agreement, Johnson Controls can help you achieve the following five objectives: 1. Identify Energy Savings Opportunities Since HVAC equipment accounts for a major portion of a building's energy usage, keeping your system performing at optimum levels may lead to a significant reduction in energy costs. REDUCE FUTURE REPAIR COSTS THE 5 VALUES, 0 IDENTIFY ENERGY OF PLANNEDMEND ASSET UFF SAVINGS OPPORTUNITIES MAINTENANCE 2. Reduce Future Repair Costs Routine maintenance may maximize the life of your equipment and may reduce equipment breakdowns. 3. Extend Asset Life Through proactive, factory -recommended maintenance, the life of your HVAC assets may be extended, maximizing the return on your investment. 4. Ensure Productive Environments Whether creating a comfortable place where employees can be productive or controlling a space to meet specialized needs, maintenance can help you achieve an optimal environment for the work that is being accomplished 5. Promote Environmental Health and Safety When proper indoor conditions and plant requirements are maintained, business outcomes may be improved by minimizing sick leave, reducing accidents, minimizing greenhouse gas emissions and managing refrigerant requirements. All of the services we perform on your equipment are aligned with "The 5 Values of Planned Maintenance" and our technicians understand how the work they perform can help you accomplish your business objectives. © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 400 Controls Page 3 of 33 ENVIRONMENTAL ENSURE PRODUCTIVE HEALTH AND SAFETY ENVIRONMENTS 2. Reduce Future Repair Costs Routine maintenance may maximize the life of your equipment and may reduce equipment breakdowns. 3. Extend Asset Life Through proactive, factory -recommended maintenance, the life of your HVAC assets may be extended, maximizing the return on your investment. 4. Ensure Productive Environments Whether creating a comfortable place where employees can be productive or controlling a space to meet specialized needs, maintenance can help you achieve an optimal environment for the work that is being accomplished 5. Promote Environmental Health and Safety When proper indoor conditions and plant requirements are maintained, business outcomes may be improved by minimizing sick leave, reducing accidents, minimizing greenhouse gas emissions and managing refrigerant requirements. All of the services we perform on your equipment are aligned with "The 5 Values of Planned Maintenance" and our technicians understand how the work they perform can help you accomplish your business objectives. © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 400 Controls Page 3 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Personalized Account Management A Planned Service Agreement also provides you with the support of an entire team that knows your site and can closely work with you on budget planning and asset management. Your local Johnson Controls account management team can help guide planned replacement, energy retrofits and other building improvement projects. You'll have peace of mind that an entire team of skilled professionals will be looking out for what is best for your facility and budget. A Culture of Safety Johnson Controls technicians take safety seriously and personally, and integrate it into everything they do. All of our technicians participate in regular and thorough safety training. Because of their personal commitment, we are a leader in the HVAC service industry for workplace safety performance. This means that you do not have to worry about us when we are on your site. Commitment to Customer Satisfaction Throughout the term of your Planned Service Agreement, we will periodically survey you and use your feedback to continue to make improvements to our service processes and products. Our goal is to deliver the most consistent and complete service experience possible. To meet this goal, we've developed and implemented standards and procedures to ensure you receive the ultimate service experience — every time. Energy & Sustainability A more sustainable world one building at a time — Johnson Controls is a company that started more than 125 years ago with a product that reduced energy use in buildings. We've been saving energy for customers ever since. Today, Johnson Controls is a global leader in creating smart environments where people live, work and play, helping to create a more comfortable, safe and sustainable world. The Value of Integrity Johnson Controls has a long, proud history of integrity. We do what we say we will do and stand behind our commitments. Our good reputation builds trust and loyalty. In recognition for our commitment to ethics across our global operations, we are honored to be named one of the World's Most Ethical Companies by Ethisphere Institute, a leading think tank dedicated to business ethics and corporate social responsibility. In addition, Corporate Responsibility Magazine recognizes Johnson Controls as one of the top companies in its annual "100 Best Corporate Citizens" list. © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson %/00 Controls Page 4 of 33 _'011NS0 ' CO? "r' " PLANNED SERVICE PROPOSAL PREP F'E ' F'Ci_ CITY OF LUBBOCK Service Plan Methodology As part of the delivery of this Planned Service Agreement, Johnson Controls will dedicate a local customer service agent responsible for having a clear understanding of the agreement scope, and your facility procedures and protocols. A high-level overview around our service delivery process is outlined below including scheduling, emergency service, on-site paperwork, communication and performing repairs outside of the agreement scope. Scheduling Preventative maintenance service will be scheduled using our automated service management system. In advance of the scheduled service visit, our technician is sent a notice of service to a smartphone. Once the technician acknowledges the request, your customer service agent will call or e-mail your on-site contact to let you know the start date and type of service scheduled. The technician checks in, wears personal protective equipment, performs the task(s) as assigned, checks out with you and asks for a screen capture signature on the smartphone device. A work order is then e-mailed, faxed or printed for your records. Emergency Services Emergency service can be provided 7 days a week, 24 hours a day, 365 days a year. During normal business hours, emergency service will be coordinated by the customer service agent. After hours, weekends and holidays, the emergency service number transfers to the Johnson Controls after-hours call center and on-call technicians are dispatched as needed. Johnson Controls is committed to dispatching a technician within hours of receiving your call through the service line. A work order is e-mailed, faxed or printed for your records. Depending on the terms of your agreement, you may incur charges for after hour services. Communication A detailed communication plan will be provided to you so you know how often we will provide information to you regarding your Planned Service Agreement. The communication plan will also provide you with your main contacts at Johnson Controls. Approval Process for Non -Covered Items Johnson Controls will adhere to your procurement process. No work will be performed outside of the agreement scope without prior approval. Johnson Controls will work with you closely to ensure your procurement process is followed before any non -covered item work is started. © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 010 Controls Page 5 of 33 JO'rl •JS01"' C t+'i'1�-E;,°`'" ` PLANNED SERVICE PROPOSAL ri✓�?.hi2 n CITY OF LUBBOCK Summary of Services and Options Comprehensive and Operational Inspections During comprehensive and operational inspections, Johnson Controls will perform routine checks of the equipment for common issues caused by normal wear and tear on the equipment. Additional tests can be run to confirm the equipment's performance. Routine maintenance, such as lubrication, cleaning and tightening connections, can be performed depending on the type of equipment being serviced. Routine maintenance is one of the keys to the five values of maintenance — it can help identify energy saving opportunities, reduce future repair costs, extend asset life, ensure productive environments, and promote health and safety. Chiller Tube Brushing Dirt, minerals (scale), and/or biological elements (algae) on chiller tubes prevent the efficient transfer of heat from the chilled water to the cool refrigerant. This requires operation of the chiller unit at lower evaporator (chiller) temperatures to accomplish the same level or capacity of cooling to satisfy building load. Johnson Controls technicians will brush the tubes to improve heat transfer and system efficiency. When required, they will make recommendations for hard mineral (scale) removal. This service does not include chemical treatment required to control or eliminate biohazards such as Legionella unless chemical water treatment services have been added as a separate option. Operational Visit/Controls System Verification Based on our expertise and factory recommendations, we will execute routine preventative maintenance and calibrations on the equipment controller for your mechanical equipment. The inspection includes the following tasks: • Visual inspection of the control panel. • Review of alarms, points which are offline, out of service and overridden points. • Local backup of controller program. Advantages: Provides proactive identification of problems, which helps maintain productive environments, identify energy efficiency opportunities, reduce future repairs and extend the life of your equipment. Tower/Basin Cleaning During operation, a cooling tower becomes a natural repository for wind-blown debris. This debris has a tendency to collect in the tower's sump/basin. Johnson Controls technicians will clean the tower and basin to prevent blockage and potential damage to critical system components. This service does not include chemical treatment required to control or eliminate biohazards such as Legionella unless chemical water treatment services have been added as a separate option. Vibration Analysis - Chiller Johnson Controls maintains the world's largest database of vibration signatures based on more than 50,000 chiller analyses. Data from your chiller is collected by Johnson Controls personnel and uploaded to our predictive diagnostics team for analysis. It is then compared with vibration standards which have been statistically derived from 20 years of compiled data using patented formulas. This allows you to identify and correct potential issues before they cause unscheduled downtime. Vibration Analysis — Fan & Pump ©2017 Johnson Controls, Inc. Johnson 410 Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 6 of 33 PLANNED SERVICE PROPOSAL ,E-L:NED Fl.,r CITY OF LUBBOCK Johnson Controls technicians will collect vibration data at various measurement points on the machine. This data is used to assess the condition of bearings, sheaves, belts and rotors. It also detects the presences of imbalance or misalignment. Repairs are followed up with another vibration analysis to ensure root problems have been identified and resolved. © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 00 Controls Page 7 of 33 PLANNED SERVICE PROPOSAL -Or CITY OF LUBBOCK Summary Thank you for considering Johnson Controls as your building technology services partner. The following agreement document includes all the details surrounding your Planned Service Agreement. With planned service from Johnson Controls, you'll get a value -driven solution that can help optimize your building controls and equipment performance, providing dependability, sustainability and energy efficiency. You'll get a solution that fits your specific goals, delivered with the attention of a local service company backed by the resources of a global organization. We'll be your building technology services partner © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 010 Controls Page 8 of 33 Planned Service Agreement Customer Name: CITY OF LUBBOCK Address: 1501 Mac Davis Ln, Lubbock, TX 79401 Proposal Date: 03/29/2017 Estimate #: 1-M7ASTOU Scope of Service Johnson Controls, Inc. ("JCI") and the Customer (collectively the "Parties") agree Preventative Maintenance Services, as defined in Schedule A ("Services"), will be provided by JCI at the Customer's facility. This Planned Service Agreement, the Equipment List, Supplemental Price and Payment Terms, Terms and Conditions, and Schedules attached hereto and Incorporated by this reference as if set forth fully herein (collectively the "Agreement"), cover the rights and obligations of both the Customer and JCI. Extended Service Options for Premium Coverage If Premium Coverage is selected, on-site repair services to the equipment will be provided as specified in this Agreement for the equipment listed In the attached Equipment List. Equipment List Only the equipment listed in the Equipment List will be covered as part of this Agreement. Any changes to the Equipment List must be agreed upon in writing by both Parties. Term This Agreement takes effect on 06/15/2017 and will continue until 06/14/2020 ("Original Term"). The Agreement shall be for a term 1 Year with the option of two, one year extensions unless the Customer or JCI gives the other written notice. The notice must be delivered at least (30) days prior to the end of the Refrigerant Charges Refrigerant Is not Included under this Agreement and will be billed separately to the Customer by JCI. © 2017 Johnson Controls, Inc. Johnson J00 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 9 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Price and Payment Terms The total Contract Price for JCI's Services during the 1 st year of the Original Term is $78,449.00. This amount will be paid to JCI in monthly installments. Pricing for each subsequent year of a multiyear original term is set forth in the Supplemental Price and Payment Terms. All payments will be due and payable within 30 days of the invoice date and such timely payment by Customer shall be a condition precedent to JCI's obligation to perform its Services. A penalty of one and a half percent (1.5%) of the amount due per month shall accrue for payments received after the payment due date. Renewal price adjustments are set forth in the Terms and Conditions. Invoices will be sent to the following location: CITY OF LUBBOCK 1501 Mac Davis Ln LUBBOCK, TX 79401 This proposal is valid for thirty days from the proposal date. JOHNSON CONTROLS Inc. By: Steven York Signature: Title: Acct Exec Owner Date: Signature: Title: Date: JCI Branch:JOHNSON CONTROLS LUBBOCK TX CB - ON86 Address:1603 W LOOP 289 LUBBOCK,TX 794165124 Branch Phone:(806) 795-8800 CITI OF LUBBOCK, TX: BI: DANIEL 111. POPE, DIAL OR ATTEST: Rebecca Garza, Cit} Secretary 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Johnson AD Controls Page 10 of 33 •'•:?`-2M��i,l :Gi';'`W' "_"' PLANNED SERVICE PROPOSAL =P-.6=_�,RE:: FC)F CITY OF LUBBOCK Schedule A - Equipment List CITY OF LUBBOCK 1625 13TH ST, LUBBOCK, TX 79401-3830 Boiler, Gas -Fired, High Efficiency, 0-10 HP Quantity: 16 Services Provided Coverage Level: Premium 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Chiller, Variable Speed Drive (VSD), Medium Voltage, 500-900 HP Quantity: 3 Services Provided Coverage Level: Premium 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Chiller, Water Cooled, High Pressure Centrifugal, 450-799 Tons Quantity: 3 Services Provided Coverage Level: Premium 3 Operational 1 Condenser Tube Brushing (removal and replacement of one head only) 1 Oil Sample and Analysis 1 Vibration Analysis 1 Comprehensive Customer Tag Manufacturer Model # Serial # Controls (Controller/End Devices), Central Cooling Plant, Johnson Controls, 101-350 points Quantity: 2 Services Provided Coverage Level: Premium 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Cooling Tower, Gravity Distribution, 300-599 Tons Quantity: 3 Services Provided Coverage Level: Premium 3 Operational 1 Condenser Pump Strainer Cleaning 1 Tower Cleaning 1 Oil Change (Gear Box) 1 Vibration Analysis (Fan) 1 Comprehensive Customer Tag Manufacturer Model # Serial # © 2017 Johnson Controls, Inc. Johnson 410 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 11 of 33 J !fi� ! +:1?; +i, PLANNED SERVICE PROPOSAL t-,,:,rF_1r,Gv-, ;--r F-. CITY OF LUBBOCK CITY OF LUBBOCK 1625 13TH ST, `� LUBBOCK TX 79401-3830 Cooling Tower, Variable Frequency Drive (VFD), 40-60 HP Quantity: 3 Services Provided Coverage Level: Premium 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Pump, Chilled Water, >100 HP Quantity: 2 Coverage Level: Premium Customer Tag Manufacturer Pump, Condenser, >100 HP Quantity: 2 Coverage Level: Premium Customer Tag Manufacturer Pump, Hot Water, 0-10 HP Quantity: 16 Coverage Level: Premium Customer Tag Pump, Hot Water, 51-100 HP Quantity: 2 Coverage Level: Premium Customer Tag Manufacturer Manufacturer Services Provided 3 Operational 1 Comprehensive Model # Serial # Services Provided 3 Operational 1 Comprehensive Model # Serial # Services Provided 3 Operational 1 Comprehensive Model # Serial # Services Provided 3 Operational 1 Comprehensive Model # Serial # Pump, Variable Frequency Drive (VFD), >60 HP Quantity: 2 Services Provided Coverage Level: Premium 3 Operational 1 Comprehensive © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 00 Controls Page 12 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK .CITY OF LUBBOCK 1625 13TH ST, LUBBOCK TX 79401-3830 Customer Tag Manufacturer Model # Serial # Pump, Variable Frequency Drive (VFD), >60 HP Quantity: 4 Services Provided Coverage Level: Premium 3 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # © 2017 Johnson Controls, Inc Johnson 000 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 13 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Equipment Tasking Boiler, Gas -Fired, High Efficiency, 0-10 HP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Inspect condensate piping , trap and drain Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Inspect condensate piping , trap and drain Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality SOJohnson 2017 Johnson Controls, Inc. Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 14 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check combustion blower motor operation Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Chiller, Variable Speed Drive (VSD), Medium Voltage, 500-900 HP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper VSD operation and recorded fault histories Perform medium voltage lock -out and tag -out procedure with customer's in house electrician Inspect filters, clean and/or replace as required Meg compressor motor Check and tighten electrical connections Check for heat damage Clean inside the VSD cabinet Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper VSD operation and recorded fault histories Check for proper fan operation Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Chiller, Water Cooled, High Pressure Centrifugal, 450-799 Tons © 2017 Johnson Controls, Inc. Johnson Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc Page 15 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Conduct refrigerant leak check Check compressor oil level(s) Change oil filters (isolation valves must be present and functional) Change oil educter filter dryer (isolation valves must be present and functional) Lubricate and check capacity control and linkage Verify oil heater operation Check and tighten electrical connections Perform preventative procedures to flow proving devices Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Condenser Tube Use appropriate eye protection in work environment Brushing (removal and Use appropriate Head protection on worksite replacement of one head Use appropriate hand gloves on worksite only) Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts Use and follow the JCI Ground Fault Circuit Interrupter safety process while working with electrical tool'and equipment All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Isolate tubes Drain water from tubes Remove head Mechanically brush tubes Replace gasket Replace head Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Oil Sample and Analysis Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use and follow the JCI safety policy for working with CFC, HCFC and HRC refrigerants Use and follow the JCI process for handling and working with Used Oil 2017 Johnson Controls, Inc Johnson 010 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 16 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Remove sample in approved container Drop off for analysis Label and complete paperwork indicating present operating conditions Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for proper condenser and chilled water flow Check system pressures and temperatures Check refrigerant levels Check compressor oil level(s) Check capacity control and linkage Check for proper oil temperature and pressure Lubricate motor bearings (per manufacturer's recommendations) Visually inspect for refrigerant and oil leaks Check for unusual noise and vibration Check overall condition of unit Record oil level in seal oil bottle Check for proper operation of oil return system Record and log all operating parameters Document tasks performed during visit and report any observations to appropriate customer representative Vibration Analysis Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Record equipment specific information for reference Install pads and labels (if applicable) Install sensors in proper location. Start equipment and run at normal operating conditions. Record readings and remove sensors. Submit readings for report generation and deliver to customer with recommendations. Document tasks performed during visit and report any observations to appropriate customer representative Controls (Controller/End Devices), Central Cooling Plant, Johnson Controls, 101-350 points Comprehensive Use appropriate eye protection in work environment l/'� 2017 Johnson Controls, Inc. Johnson /i�0 Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 17 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Create local back up of existing program and store on on-site computer and on-site media Verify unit is controlling to set points by checking sequences of operations and PID loops Check that the damper actuators, valve actuators, variable speed drives, and protections (as applicable) are responding appropriately to control signals. Notify customer of any issues with those devices Identify and notify customer of abnormal point communications Identify and notify customer of current overrides (e.g. out of service) and negative impacts Identify and notify customer of all current alarms and negative impacts Verify sensor readings and field calibrate critical sensors used in control loops and alarming functions (as sensor type and controller options allow) Visually validate system outputs from the field controller Tighten electrical connections Check overall condition of panel and perform visual inspection of unit and surrounding area Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Verify unit is controlling to set points by checking sequences of operations and PID loops Identify and notify customer of abnormal point communications Identify and notify customer of current overrides (e.g. out of service) and negative impacts Identify and notify customer of all current alarms and negative impacts Check overall condition of panel and perform visual inspection of unit and surrounding area Document tasks performed during visit and report any observations to appropriate customer representative Cooling Tower, Gravity Distribution, 300-599 Tons Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 ©2017 Johnson Controls, Inc. Johnson 00 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 18 of 33 PLANNED SERVICE PROPOSAL FC?- CITY OF LUBBOCK volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of sump and basin Check for proper operation of make up water controller and adjust as needed Disassemble and clean sump level sensor (if applicable) Check for proper condenser water temperature control (if applicable) Check operation of bypass valve (if applicable) Check condition of tower fill Check for blockage in water distributers Check fan mechanical drive system and lubricate per manufacturer's recommendation Check belt(s) (if applicable) Check and tighten electrical connections Check operation of basin heater (if applicable) Check tower sump screens Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Condenser Pump Use appropriate eye protection in work environment Strainer Cleaning Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Clean strainer Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Oil Change (Gear Box) Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use and follow the JCI process for handling and working with Used Oil All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Remove used oil Refill unit with new manufacturer recommended oil Energize unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work to © 2017 Johnson Controls, Inc.Johnson '/ Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 19 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of sump and basin Check for proper operation of make up water controller Check for proper condenser water temperature control (if applicable) Check operation of bypass valve (if applicable) Check condition of tower fill Check for blockage in water distributers Check fan mechanical drive system Check belt(s) (if applicable) Check operation of basin heater (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Tower Cleaning Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Drain tower and basin Remove soot and debris Clean basin Fill tower and basin Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Vibration Analysis (Fan) Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Record equipment specific information for reference Install pads and labels (if applicable) Install sensors in proper location. Start equipment and run at normal operating conditions. Record readings and remove sensors. Submit readings for report generation and deliver to customer with recommendations. Document tasks performed during visit and report any observations to appropriate customer representative © 2017 Johnson Controls, Inc Johnson 410 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 20 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Cooling Tower, Variable Frequency Drive (VFD), 40-60 HP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Chilled Water, >100 HP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check coupling ©2017 Johnson Controls, Inc. Johnson 010 Customer Confidential Controls Do not copy (physically. electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 21 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Lubricate pump and motor bearing(s) per manufacturer's recommendation Record and log all operating parameters Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check pressures Visually inspect coupling Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Condenser, >100 HP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check coupling Lubricate pump and motor bearing(s) per manufacturer's recommendation Record and log all operating parameters Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies ©2017 Johnson Controls, Inc. Johnson 00 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls Inc. Page 22 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Check with appropriate customer representative for operational deficiencies Check for leaks Check pressures Visually inspect coupling Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Hot Water, 0-10 HP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check coupling Lubricate pump and motor bearing(s) per manufacturer's recommendation Record and log all operating parameters Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check pressures Visually inspect coupling Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Hot Water, 51-100 HP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work r © 2017 Johnson Controls, Inc Johnson ' J% 0 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 23 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check coupling Lubricate pump and motor bearing(s) per manufacturer's recommendation Record and log all operating parameters Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for leaks Check pressures Visually inspect coupling Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Pump, Variable Frequency Drive (VFD), >60 HIP Comprehensive Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to c 2017 Johnson Controls, Inc. Johnson SO Controls Customer Confidential Do not copy (physically electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 24 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK appropriate customer representative Operational Use appropriate eye protection in work environment Use appropriate Head protection on worksite Use appropriate hand gloves on worksite Use and follow the JCI safety policy for Fall Protection while performing work Use and follow the JCI Ladder Safety processes while performing work Use and follow the JCI Lock -out Tag -out on all electrical machinery Use appropriate Arc/flash personal protective equipment on voltages over 240 volts All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 00 Controls Page 25 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Supplemental Price & Payment Terms (Applies to Multi -Year Contracts Only) Year Total Annual Dollar Amount Payment Frequency Year1 $78,449.00 Monthly Installments Year2 $80,802.47 Monthly Installments Year3 $83,226.54 Monthly Installments © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 004 Controls Page 26 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK Special Additions and Exceptions JCI will perform oil analysis for the chillers. If the oil analysis requires replacement of oil, we will provide this as part of the PSA. JCI will exclude teardown maintenance of the "free cooling" heat exchanger. JCI will provide updates to all Metasys controls as available. This has not been performed since installation. This agreement includes basic water treatment with replacement coverage of the existing equipment used for the chemical feed system. Chemical needed for replacement due to large leakage not covered. O 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson OR Controls Page 27 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK TERMS AND CONDITIONS DEFINITIONS CONNECTED SERVICES are the services and related equipment that allow JCI to access, monitor, and trend data remotely, and which may be available for certain types of Covered Equipment. CONTRACT PRICE means the price that Customer shall pay to JCI for the Services. COVERED EQUIPMENT means the equipment for which Services are to be provided under this Agreement. Covered Equipment is set forth in Schedule A - Equipment List. EQUIPMENT FAILURE means the failure, under normal and expected working conditions, of moving parts or electric or electronic components of the Covered Equipment that are necessary for its operation. SCHEDULED SERVICE VISITS are the on-site labor visits required to perform JCI recommended inspections and preventive maintenance on Covered Equipment. SCHEDULED SERVICE MATERIALS are the materials required to perform Scheduled Service Visits on Covered Equipment, unless excluded from the Agreement. PREMISES means those Customer premises where the Covered Equipment is located. REPAIR LABOR is the labor necessary to restore Covered Equipment to working condition following an Equipment Failure, but does not include services relating to total equipment replacement due to obsolescence or unavailability of parts. CENTRAL STATION MONITORING means remote monitoring of Covered Equipment and/or systems including building automation, HVAC equipment, and fire alarm, intrusion, and/or other life safety systems for alarm and event notifications. REMOTE OPERATING SERVICES means remote interrogation, modification and/or operation of building automation, HVAC equipment, and/or other Covered Equipment. REPAIR MATERIALS are the parts and materials necessary to restore Covered Equipment to working condition following an Equipment Failure, but excludes total equipment replacement due to obsolescence or unavailability of parts, unless excluded from the Agreement. At JCI's option, Repair Materials may be new, used, or reconditioned. SERVICES are the work, materials, labor, service visits, and repairs to be provided by JCI pursuant to this Agreement. JCI'S SERVICES FOR COVERED EQUIPMENT 1. BASIC COVERAGE means Scheduled Service Visits, plus Scheduled Service Materials (unless excluded from this Agreement). No parts, equipment, Repair Labor or Repair Materials are provided for under BASIC COVERAGE. 2. PREMIUM COVERAGE means BASIC COVERAGE plus Repair Labor, plus Repair Materials (unless excluded from the Agreement). 3. EXTENDED SERVICE means Services performed outside JCI's normal business hours and is available only if Customer has PREMIUM COVERAGE. Extended Service is available either 24/5 or 24/7, at Customer's election. The price for Extended Service, if chosen by Customer, is part of the total Contract Price. 4. CONNECTED SERVICES. If Customer is receiving Connected Services on any Covered Equipment as more fully described in Schedule A, Customer may be required to allow JCI to install hardware and/or software to enable communication with Customer's Covered Equipment ("Gateway Device"). In order for JCI to deliver Connected Services on the Covered Equipment, Customer shall provide a secure Internet connection to allow remote access to the Gateway Device in order to remotely access, transmit, store, and trend data for the purposes of providing Services. JCI will not use Connected Services to remotely operate or make changes to Customer's Equipment. The Gateway Device shall remain JCI's property, and JCI may upon reasonable notice remove it at any time. JCI makes no any warranty or guarantee relating to the Connected Services. 5. CENTRAL STATION MONITORING OR REMOTE OPERATING SERVICES. If Central Station Monitoring Services or Remote Operating Services are provided, Customer agrees to furnish JCI with a list of the names, titles, addresses, and phone numbers of all persons authorized to enter the Premises during periods when such premises are closed for business. If JCI's Services include "Central Station Monitoring Services with Open and Close," Customer also agrees to furnish JCI with Customer's daily and holiday opening and closing schedules. 6. CUSTOMER SERVICE INFORMATION PORTAL. Customer may be able to utilize JCI's Customer Service Information Portal during the term of the Agreement, pursuant to the then applicable Terms of Use Agreement. © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson 010 Controls Page 28 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK A. INITIAL EQUIPMENT INSPECTION NECESSARY FOR PREMIUM COVERAGE If Customer has ordered PREMIUM COVERAGE, JCI will inspect the Covered Equipment within forty-five (45) days of the date of this Agreement, or as seasonal or operational conditions permit. JCI will then advise Customer if JCI finds any Covered Equipment not in working order or in need of repair. With Customer's approval, JCI will perform the work necessary to put the Covered Equipment in proper working condition, subject to the terms of this Agreement. Customer will pay for such work at JCI's standard rates for parts and labor in effect at the time that the work is performed. If Customer does not want JCI to perform the work identified as necessary by JCI, any equipment thereby affected will be removed from the list of Covered Equipment, and the Contract Price will be adjusted accordingly. Should Customer not make JCI's recommended repairs or proceed with the modified PREMIUM COVERAGE, JCI reserves the right to invoice Customer for the cost of the initial equipment inspection. B. OUT OF SCOPE SERVICES If, during any Service Visit, JCI detects a defect in any of Customer's equipment that is not Covered Equipment under this Agreement (an "Out of Scope Defect"), JCI may (but shall have no obligation to) notify Customer of such Out of Scope Defect. If Customer elects for JCI to repair such Out of Scope Defect, or if JCI otherwise performs any Services or provides any materials, parts, or equipment outside the scope of the Services (collectively, "Out of Scope Services'), Customer shall direct JCI to perform such Out of Scope Services in writing, and Customer shall pay for such Out of Scope Services at JCI's standard fees or hourly rates. If, after receiving notice of an Out of Scope Defect, Customer elects not to engage JCI to repair such Out of Scope Defect, Customer shall defend and indemnify JCI from and against any and all losses, damages, claims, costs and expenses arising directly or indirectly out of such Out of Scope Defect. Any Out of Scope Services performed by JCI at the direction of Customer pursuant to this Section shall be subject to the terms of this Agreement. C. ADDITIONAL TERMS RELATING TO CENTRAL STATION MONITORING OF INTRUSION, FIRE, AND OTHER LIFE SAFETY SYSTEMS 1. Alarm Dispatches. JCI, upon receipt of an alarm or other signal from the Premises, shall make reasonable efforts to transmit the signal to the appropriate police, fire department, or other emergency response agency having jurisdiction (unless there is reason to believe that an emergency condition does not exist), and JCI shall make a reasonable effort to notify Customer or its designated representative by telephone, unless instructed to do otherwise by Customer in writing. JCI, upon receipt of an industrial process signal from the Premises, shall take reasonable steps to notify Customer's representative pursuant to Customer's written instructions. Customer acknowledges that if the signals transmitted from the Premises will be monitored in a monitoring facility not operated by JCI, the personnel in such monitoring facilities are not the agents of JCI, nor does JCI assume any responsibility for the manner in which such signals are monitored or the response to such signal. 2. Communications Media. Customer acknowledges that monitoring of Covered Equipment requires transmission of signals over standard telephone lines and/or the Internet and that these modes of transmission may be interrupted, circumvented, or compromised, in which case no signal can be transmitted from the Premises to the monitoring facility. Customer understands that to allow the monitoring facility to be aware of such a condition, additional or alternative protection can be installed, such as line security devices, at Customer's cost and expense and for transmission via telephone line only. Customer acknowledges it is aware that line security devices are available and, unless expressly identified in Schedule A - Equipment List, has declined to purchase such devices. Customer further acknowledges that such additional protection is not available for Internet transmission under this Agreement. 3. False or Unnecessary Alarms and Service Calls. At JCI's option, an additional fee may be charged for any false alarm or unnecessary Service Visit caused or necessitated by Customer. In addition, Customer shall be fully responsible and liable for any fines, penalties, or charges assessed as the result of any false alarm and shall reimburse JCI for any costs incurred by JCI in connection therewith. D. EXCLUSIONS 1. JCI's Services and warranty obligations expressly exclude: (a) the repair or replacement of ductwork, casings, cabinets, structural supports, tower fill/slats/basin, hydronic and pneumatic piping, and vessels, gaskets, and piping not normally replaced or maintained on a scheduled basis, and removal of oil from pneumatic piping; (b) disposal of hazardous wastes (except as otherwise expressly provided herein); (c) supplies, accessories, or any items normally consumed during the use of Covered Equipment, such as ribbons, bulbs and paper; (d) the furnishing of materials and supplies for painting or refinishing equipment; (e) the repair or replacement of wire in conduit, buried cable/transmission lines, or the like, if not normally replaced or maintained on a scheduled basis; and (f) replacement of obsolete parts. 2. JCI's Services and warranty obligations do not include repairs or service required as the result of: (a) abuse, misuse, alterations, adjustments, attachments, combinations, modifications, or repairs to Covered Equipment not performed, provided, or approved in writing by JCI; © 2017 Johnson Controls, Inc. Johnson 010 Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 29 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK (b) issues caused by or related to equipment not covered by this Agreement or attachments made to Covered Equipment; (c) acts or omissions of the Customer, including but not limited to operator error, Customer's failure to conduct preventive maintenance, issues resulting from Customer's previous denial of JCI access to the Covered Equipment, and Customer's failure to keep the site clean and free of dust, sand, or other particles or debris, unless such conditions are previously expressly acknowledged by JCI in writing; (d) use of the Covered Equipment in a manner or environment, or for any purpose, for which it was not designed by the manufacturer; (e) issues resulting from site -related and environmental conditions, including but not limited to power failures and fluctuations in electrical current (or "power surges"); (f) the effects of erosion, corrosion, acid cleaning, or damage from unexpected or especially severe freezing weather; (g) any other issues or failures not specifically covered by this Agreement; or (h) any other issues caused by occurrences beyond JCI's reasonable control and without JCI's fault or negligence. E. PAYMENT OBLIGATION Customer shall pay all invoices when due in accordance with the payment terms provided for in the Agreement, and such payment is a condition precedent to JCI's obligation to perform Services under the Agreement. In issuing any purchase order related to this Agreement, and notwithstanding any language to the contrary therein, Customer acknowledges and agrees that any and all JCI invoices for an amount greater than $25,000 shall be paid only via wire transfer, check, or money order. If this Agreement is renewed, JCI will provide Customer with notice of any adjustments in the Contract Price applicable to any renewal period no later than forty-five (45) days prior to the commencement of that renewal period. Unless Customer terminates the Agreement at least thirty (30) days prior to the start of such renewal period, the adjusted price shall be the price for the renewal period. F. STANDARD OF CARE AND WARRANTIES JCI warrants its Services will be provided in a good and workmanlike manner. JCI will promptly re -perform any non -conforming Services for no charge, as long as Customer provides written notice to JCI within one (1) calendar year from the date the Services were performed. If JCI installs or furnishes goods or equipment under this Agreement, and such goods or equipment are covered by an end-user warranty from their manufacturer, JCI will transfer the benefits of such warranty to Customer. Customer must promptly notify JCI in writing of any defect or non-conformance of the Services, parts, or equipment. Upon receipt of such written notice from Customer, JCI will repair or replace (at JCI's option) the defective equipment or re -perform the defective Services. These warranties do not extend to any Services or equipment that have been misused, altered, or repaired by Customer or third parties without the supervision of and prior written approval of JCI, or if JCI serial numbers or warranty decals have been removed or altered. All replaced parts or equipment shall become JCI's property. This warranty is not assignable. Warranty service will be provided during normal business hours, excluding holidays. The remedies set forth herein shall be Customer's sole and exclusive remedy with regards to any warranty claim under this Agreement. Any lawsuit based upon the warranty must be brought no later than one (1) year after the expiration of the applicable warranty period. This limitation is in lieu of any other applicable statute of limitations. CUSTOMER FURTHER ACKNOWLEDGES AND AGREES THAT THESE WARRANTIES ARE JCI'S SOLE WARRANTIES AND ARE IN LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. Except with respect to goods or equipment manufactured by JCI and furnished to Customer hereunder, for which JCI shall provide its express written manufacturer's warranty, JCI shall not be considered a merchant or vendor of goods or equipment. G. CUSTOMER OBLIGATIONS AND COMMITMENTS TO JCI Customer warrants it has given JCI all information concerning the condition of the Covered Equipment. The Customer agrees and warrants that, during the Term of this Agreement, Customer will: (1) operate the Covered Equipment according to the manufacturer's and/or JCI's recommendations; (2) keep accurate and current work logs and information about the Covered Equipment as recommended by the manufacturer and/or JCI; (3) provide an adequate environment for Covered Equipment as recommended by the manufacturer and/or JCI, including, but not limited to adequate space, electrical power, water supply, air conditioning, and humidity control; (4) notify JCI immediately of any Covered Equipment malfunction, breakdown, or other condition affecting the operation of the Covered Equipment; (5) provide JCI with safe access to its Premises and Covered Equipment at all reasonable and necessary times for the performance of the Services; (6) allow JCI to start and stop, periodically turn off, or otherwise change or temporarily suspend equipment operations so that JCI can perform the Services required under this Agreement; (7) as applicable, provide proper condenser and boiler water treatment for the proper functioning of Covered Equipment; (8) carefully and properly set and test the intrusion alarm system each night or at such other time as Customer shall close the Premises; (9) obtain all necessary licenses and permits required for and pay all taxes associated with the Services; (10) notify JCI immediately of any claimed inadequacy in, or failure of, the Covered Equipment or other condition affecting the operation of the Covered Equipment; (11) furnish any necessary 110 volt A/C power and electrical outlets at its expense; ©2017 Johnson Controls, Inc. Johnson 00Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 30 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK (12) properly maintain, repair, service, and assure the proper operation of any other property, system, equipment, or device of Customer or others to which the Covered Equipment may be attached or connected, in accordance with manufacturer recommendations, insurance carrier requirements, or the requirements of any fire rating bureau, agency, or other authorities having jurisdiction thereof; (13) not tamper with, alter, adjust, disturb, injure, remove, or otherwise interfere with any Covered Equipment (including any related software) and not permit the same to be done; and (14) refrain from causing false alarms, and reimburse JCI for any fine, penalty, or fee paid by or assessed against JCI by any governmental or municipal agency as a result thereof. Customer acknowledges that its failure to meet these obligations will relieve JCI of any responsibility for any Covered Equipment breakdown, or any necessary repair or replacement of any Covered Equipment. If Customer breaches any of these obligations, JCI shall have the right, upon written notice to Customer, to suspend its Services until Customer cures such breach. In addition, Customer shall be responsible for paying or reimbursing JCI for any costs associated with corrective work required as a result of Customer's breach of these obligations. H. INDEMNITY JCI and Customer shall each indemnify the other party and its officers, agents, directors, and employees, from any and all damages, losses, costs and expenses (including reasonable attorneys' fees) arising out of third party claims, demands, or suits for bodily injury (including death) or damage to tangible property to the extent arising out of the negligence or intentional misconduct of the indemnifying party or its employees or agents. Customer expressly agrees that JCI shall be responsible for injury, damage, or loss only to the extent caused directly by JCI's negligence or intentional misconduct. The obligations of JCI and Customer under this section are further subject to sections I and J below. I. LIMITATION OF LIABILITY NEITHER JCI NOR CUSTOMER WILL BE RESPONSIBLE TO THE OTHER FOR ANY SPECIAL, INDIRECT, PUNITIVE, OR CONSEQUENTIAL DAMAGES (INCLUDING BUT NOT LIMITED TO LOST PROFITS OR LOSS OF BUSINESS). JCI'S TOTAL LIABILITY TO CUSTOMER FOR DAMAGES RESULTING FROM ANY CAUSE WHATSOEVER SHALL BE LIMITED TO $250,000. IN NO EVENT SHALL JCI'S INDEMNIFICATION OBLIGATION EXCEED THE AMOUNTS PAID TO JCI UNDER THIS AGREEMENT OR THE AMOUNT OF INSURANCE REQUIRED BY THIS AGREEMENT, WHICHEVER IS GREATER. CUSTOMER UNDERSTANDS THAT JCI IS NOT AN INSURER REGARDING THE WORK OR THE SERVICES. JCI SHALL NOT BE RESPONSIBLE FOR ANY DAMAGE OR LOSS THAT MAY RESULT FROM FIRE SAFETY OR SECURITY EQUIPMENT THAT FAILS TO PERFORM PROPERLY OR FAILS TO PREVENT A CASUALTY OR LOSS. J. FORCE MAJEURE JCI WILL NOT BE RESPONSIBLE FOR DAMAGE, LOSS, INJURY OR DELAY CAUSED BY CONDITIONS THAT ARE BEYOND THE REASONABLE CONTROL, AND WITHOUT THE INTENTIONAL MISCONDUCT OR NEGLIGENCE, OF JCI. SUCH CONDITIONS INCLUDE, BUT ARE NOT LIMITED TO: (A) ACTS OF GOD; (B) ACTS OF GOVERNMENT AGENCIES; (C) STRIKES; (D) LABOR DISPUTES; (E) FIRE; (F) EXPLOSIONS OR CASUALTIES; (G) THEFTS; (H) VANDALISM; (1) RIOTS OR WAR; (J) TERRORISM; AND (J) UNAVAILABILITY OF PARTS, MATERIALS, OR SUPPLIES. K. RESOLUTION OF DISPUTES If a dispute arises under this Agreement, the parties shall promptly attempt in good faith to resolve such dispute by negotiation. In the event the dispute is unable to be resolved, either party shall have the right to initiate arbitration by filing with the American Arbitration Association provided no other legal action has been previously filed. Upon filing of the arbitration, the AAA shall have the exclusive jurisdiction over the Dispute. Thusl either party may decide to file an action in a court of competent jurisdiction and if that court filing is the first legal proceeding filed, thatUurt shall have jurisdiction over the Dispute to the exclusion of any arbitration. Arbitration shall be conducted in accordance with the then current arbitration rules of the American Arbitration Association or other arbitration service mutually agreed to by the parties. Arbitration must be completed within sixty (60) days after the Dispute is submitted to arbitration unless the parties mutually agree otherwise. The award rendered by the arbitrator shall be final, and judgment issued by the Arbitrator may be entered in accordance with applicable law in any court having competent jurisdiction. The party prevailing in the arbitration or court proceeding shall be entitled to an award of its reasonable costs, including reasonable attorneys' fees, incurred as a result of the Dispute. CUSTOMER MUST BRING ANY CLAIM AGAINST JCI WITHIN ONE (1) YEAR AFTER THE CLAIM AROSE. IF CUSTOMER DOES NOT, CUSTOMER WILL HAVE IRREVOCABLY WAIVED ITS RIGHT TO SUE JCI AND/OR INSTITUTE OTHER PROCEEDINGS, AND JCI SHALL HAVE NO LIABILITY TO CUSTOMER FOR SUCH CLAIM. TIME IS OF THE ESSENCE RELATIVE TO CUSTOMER PURSUING ANY SUCH CLAIM. THE PROVISIONS OF THIS AGREEMENT WHICH APPLY TO ANY CLAIM SHALL REMAIN IN EFFECT EVEN AFTER THE AGREEMENT IS TERMINATED. JCI AND CUSTOMER EACH WAIVE THEIR RIGHT TO A JURY TRIAL. L. TERMINATION 1. Central Station Monitoring, Remote Operating Services, and Central Station Monitoring with Open or Close Services may be immediately canceled by either party if JCI's central station, connecting wires, or monitoring systems are destroyed by fire or other catastrophe, or where the Premises are so substantially damaged that it is impractical to continue Services. 2. If either party fails to perform any of its obligations under this Agreement, the other party shall provide written notice thereof to the party alleged to be in default. Should the party alleged to be in default fail to respond in writing or take action to cure the alleged default within ten (10) days of receiving such written notice, the notifying party may terminate this Agreement by providing written notice of such termination. 3. Upon termination of this Agreement for any reason, Customer shall pay to JCI all undisputed amounts owed through the date of termination within thirty (30) days of such termination. Customer shall also provide JCI with reasonable access to the Premises to © 2017 Johnson Controls, Inc. Johnson Of Customer Confidential Controls Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 31 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK remove the Gateway Device and any other JCI property and to un -program any intrusion, fire, or life safety system, as applicable. Customer shall be liable for all fees, costs, and expenses that JCI may incur in connection with the enforcement of this Agreement, including without limitation, reasonable attorney fees, collection agency fees, and court costs. 4. If the Agreement is for a multi-year term, either party may terminate the Agreement after the first full year of Services by giving the other party no less than forty-five (45) days written notice; provided, however, that if Customer has ordered PREMIUM COVERAGE, Customer may terminate the Agreement only upon JCI's written consent M. ASBESTOS, MOLD AND HAZARDOUS MATERIALS "Hazardous Materials" means any material or substance that, whether by its nature or use, is now or hereafter defined or regulated as a hazardous waste, hazardous substance, pollutant, or contaminant under any local, state, or federal law, regulation, or ordinance relating to or addressing public and employee health and safety and protection of the environment, or which is toxic, explosive, corrosive, flammable, radioactive, carcinogenic or otherwise hazardous or which is or contains petroleum, gasoline, diesel, fuel, another petroleum hydrocarbon product or polychlorinated biphenyls. "Hazardous Materials" specifically includes mold, lead-based paints, and asbestos -containing materials ("ACM"). Neither Customer nor JCI desires to or is licensed to undertake direct obligations relating to the identification, abatement, cleanup, control, removal or disposal of ACM. It is JCI's policy to seek certification for facilities constructed prior to 1982 that no ACM is present, and Customer shall provide such certification for buildings it owns, or aid JCI in receiving such certification from facility owners in the case of buildings that it does not own, if JCI will undertake Services in the facility that could disturb ACM. JCI will be responsible for removing or disposing of any Hazardous Materials that it uses in providing the Services ("JCI Hazardous Materials") and for the remediation of any areas affected by the release of JCI Hazardous Materials. For other Hazardous Materials that may be present at its facilities ("Non -JCI Hazardous Materials', Customer shall supply JCI with any information in its possession relating to the presence of Hazardous Materials if their presence may affect JCI's performance of the Services. If either Customer or JCI becomes aware of or suspects the presence of Non -JCI Hazardous Materials that may interfere with JCI's Services, it shall immediately stop the Services in the affected area and notify the other party. As between Customer and JCI, Customer shall be responsible at its sole expense for removing and disposing of Non -JCI Hazardous Materials from its facilities and for the remediation of any areas impacted by the release of the Non -JCI Hazardous Materials and must provide a certificate of abatement before JCI will be obligated to perform or continue its Services, unless JCI had actual knowledge that Non -JCI Hazardous Materials were present and acted in disregard of that knowledge, in which case (i) JCI shall be responsible at its sole expense for the remediation of any areas impacted by its release of such Hazardous Materials, and (ii) Customer shall remain responsible at its sole expense for the removal of Hazardous Materials that have not beep released and for releases not resulting from JCI's performance of the Services. Customer shall defend and indemnify JCI against any losses, costs, damages, expenses, and claims arising out of its failure to comply with this Section M. N. CUSTOMER DATA Customer data is owned by and shall belong to Customer. JCI will access and use Customer data to provide Services to Customer. JCI will not disclose to any third party any individual Customer data acquired through performance of the Services without Customer's consent. Customer agrees that JCI and its subsidiaries, affiliates and approved third party contractors and developers may collect and use Customer data for any reason, as long as any external use of the data is on a de -identified basis that does not personally identify Customer or any individual. Customer hereby grants JCI a perpetual, worldwide, irrevocable, royalty free license to use, modify, manipulate, sublicense, and create derivative works from such data. JCI shall retain all rights to any intellectual property, data, materials and products created as a result of its performance of Services: O. JCI'S INTELLECTUAL PROPERTY JCI shall retain all right, title and interest in any (a) work provided to Customer, including without limitation, all software source and object code, documentation, technical information or data, specifications and designs and any changes, improvements or modifications thereto ("Deliverables"), and (b) Know -How (defined below) employed by JCI in the creation of the Deliverables or performance of the Services, whether known to JCI prior to, or developed or discovered or acquired in connection with, the performance of its obligations under this agreement. Ownership of all Deliverables and Know -How shall vest solely in JCI and no Deliverables shall be deemed "works made for hire." Without limiting the generality of the foregoing, ownership of all source files used in the course of performing the Services shall remain the exclusive property of JCI. For purposes of this Agreement, "Know -How" means any know-how, processes, techniques, concepts, methodologies, tools, analytical approaches, database models and designs, discoveries, and ideas furnished, produced by, developed, or used by JCI in the creation or provision of the Deliverables or in the performance of the Services, and any changes, improvements, or modifications thereto or derivatives thereof. P. MISCELLANEOUS PROVISIONS 1. All notices required to be given hereunder shall be in writing and shall be considered properly given if. (a) delivered in person, (b) sent via the United States Postal Service, postage prepaid, registered or certified with return receipt requested, (c) sent by overnight delivery service (e.g., FedEx, UPS), or (d) sent by facsimile, email or other electronic means and confirmed by facsimile, return email or telephone. 2. This Agreement may not be assigned by Customer without JCI's prior written consent. JCI shall have the right to assign this Agreement to any other person, firm, or corporation without Customer's consent. JCI shall also have the right, in its sole discretion, to subcontract any portion of the Services. This Agreement inures to the benefit of and is applicable to any assignees or subcontractors of JCI, and is binding upon Customer with respect to said assignees or subcontractors with the same force and effect as it binds Customer to JCI. 3. This Agreement shall be subject to and governed by the laws of the State where the Services are performed. 4. If any provision of this Agreement is found to be invalid, illegal or unenforceable in any respect, the validity, legality and © 2017 Johnson Controls, Inc. Johnson 410 Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Page 32 of 33 PLANNED SERVICE PROPOSAL CITY OF LUBBOCK enforceability of the remaining provisions contained herein shall not in any way be affected or impaired thereby. 5. This Agreement is the entire contract between JCI and Customer and supersedes any prior oral understandings, written agreements, proposals, or other communications between the parties. 6. Customer acknowledges and agrees that any purchase order issued by Customer in connection with this Agreement is intended only to establish payment authority for Customer's internal accounting purposes and shall not be considered to be a counteroffer, amendment, modification, or other revision to the terms of this Agreement. No term or condition included or referenced in Customer's purchase order will have any force or effect and these terms and conditions shall control. Customer's acceptance of any Services shall constitute an acceptance of these terms and conditions. Any proposal for additional or different terms, whether in Customer's purchase order or any other document, unless expressly accepted in writing by JCI, is hereby objected to and rejected. 7. If there are any changes to Customers facilities or operations, or to applicable regulations, laws, codes, taxes, or utility charges, that materially affect JCI's performance of the Services or its pricing thereof, JCI shall have the right to an equitable and appropriate adjustment to the scope, pricing, and other affected terms of this Agreement. [END OF DOCUMENT] © 2017 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. Johnson '/00 Controls Page 33 of 33 ) 0-1 § -( =2 lAEm ) (�f ) § (wwo�zu{ e j\ R ƒ )§S Hgz ) U) 2 § 022<, \a L) �_ _ § \ � j 2� o I Q LLI k 0 ® k Q� mwoq k k \ k� u \\: UiNk-j k /$F / M(L z cl) � � �®E $ � K Q) t 2I o ( )^ y � \ K § ) 0-1 § -( =2 lAEm ) (�f ) § (wwo�zu{ e j\ R ƒ )§S Hgz ) U) 2 § 022<, \a L) �_ _ § ) 2� ) & -- Z~®�` ® ) > \ k� ) / \\: LU Z - /$F / M(L z U) �®E MW \� \ t 2I o ( )^ y \ ) 0-1 § -( =2 lAEm ) (�f ) § (wwo�zu{ e j\ R ƒ )§S Hgz ) U) 2 § 022<, \a L) �_ _ § \ Soo ±I > / k� ) / LU Z - /$F e U) �®E / ( �3 o 0 S Johnson Controls, Lubbock, TX CURRENT MANPOWER 03/30/17 Lubbock Nick Nicholson mechanic edward.w.nicholson@ici.com (806)392-7470 Mike Barber mechanic michael.barber@ici.com (806)252-5055 Jonathan Barnes mechanic ionathan.barnes@ici.com (806)224-3591 Ladell Toliver controls TTL Ladell.Toliver@ici.com (806)778-4162 DJ Anderson controls dickey.lynn.anderson@ici.com (806)401-5811 Rick Collie controls rickey.collie@ici.com (806)392-8970 Amarillo David Ricketts mechanic david.l.ricketts@ici.com (806)282-6829 Midland/Odessa Mike Pena mechanic mike.pena@ici.com (432)248-9784 Big Spring Shane Clark mechanic TTL Charlie.S.Clark@ici.com (806)549-0966 Ray Franco mechanic raymond.franco@ici.com (806)252-6582 Braden Wegner mechanic braden.wegner@ici.com (432)466-4069 Abilene Josh Isbell Sr. Predictive earl.i.isbell@ici.com (806)392-1644 Interoffice Staff Paula Oldham CSA paula.oldham@ici.com (806)317-9134 Terri Pittman CSAA terri.anne.pittman@ici.com (806)784-4938 Michael Harris Service Manager michael.neil.harris@ici.com (806)252-5741 Exhibit B City of Lubbock, TX RFP 17 -13263 -KW HVAC Maintenance Services for Civic Center, Coliseum and Auditorium Technical Specifications Scope: A. Maintenance services include: (1) Preventive maintenance service to be provided by the Contractor on all maintainable equipment and associated devices related to the Building Environmental Mechanical Systems described in the specifications (2) Repair or replacement of all equipment described in this specification. (3) Maintain water treatment levels to minimize scale buildup. B. The Contractor shall furnish all supplies, components, replacement parts, materials, test equipment, tools, personnel and services. II. Equipment Included: 1. The maintenance service shall cover the following items at the Civic Center Physical Plant: a) Pumps b) Boilers c) Water chillers d) Air handling units e) Heat exchangers f) Exhaust fans g) Air compressors and dryers h) Fan coil units i) Unit heaters j) Cooling towers k) Temperature control devices. A complete inventory of equipment is attached, along with design drawings, (Attachments A and B). The drawings have been annotated, in large print, with equipment labels that correspond with the inventory. The exact model number, capacity or size of installed equipment may differ from the attached inventory. Contractor shall confirm by on-site survey that the equipment has been adequately identified. 2. Also to include: a) Replacement or repair of all heating and cooling coils, to include damage by freezing b) Water strainers c) Automatic control valves d) Automatic air vents e) Oil and lubricants f) Oil and refrigerant filters g) Outside air dampers and damper motors h) Pressure sensors i) Control linkages J) Computers and time clocks k) Chilled water flow meters 1) Float valves m) Gauges n) Magnetic starters o) Fan motor drives p) Bearings q) Belts r) Motor starters and associated electrical wiring s) Refrigerant to replace that lost in operation or III. Equipment Excluded: service. Non-moving equipment, such as foundation structural supports, domestic water lines, drains, plumbing lines, and gas lines up to boiler control valve, air handling ductwork; boiler shells, unit cabinets, boiler trim and refractory materials. IV. Service Included 1. Preventive Maintenance, as described in the attached Summary of Equipment and Service Schedule for Civic Center. 2. Repair or replacement of all included equipment, to include parts and labor. 3. Emergency service i. Contractor shall be on-call on a 24-hour basis and provide a telephone answering service. ii. Contractor shall include all labor, overtime, travel costs, parts, environmental charges, disposal fees, and supplies in the cost of the emergency service call. iii. Contractor shall be capable of responding to an emergency within three hours to be on site. Exhibit C Insurance Requirements SECTION A. Prior to the approval of this contract by the City, the Contractor shall furnish a completed Insurance Certificate to the City, which shall be completed by an agent authorized to bind the named underwriter(s) to the coverages, limits, and termination provisions shown thereon, and which shall furnish and contain all required information referenced or indicated thereon. THE CITY SHALL HAVE NO DUTY TO PAY OR PERFORM UNDER THIS CONTRACT UNTIL SUCH CERTIFICATE SHALL HAVE BEEN DELIVERED TO THE CITY. INSURANCE COVERAGE REQUIRED SECTION B. The City reserves the right to review the insurance requirements ofthis section during the effective period ofthe contract and to require adjustment of insurance coverages and their limits when deemed necessary and prudent by the City based upon changes in statutory law, court decisions, or the claims history of the industry as well as the Contractor. SECTION C. The Contractor shall obtain and maintain in full force and effect for the duration of this contract, and any extension hereof, at Contractor's sole expense, insurance coverage written by companies approved by the State of Texas and acceptable to the City, in the following type(s) and amount(s): INSURANCE (Copies of Endorsements will be Required) TYPE OF INSURANCE GENERAL LIABILITY ® Commercial General Liability ❑ Other ❑ Claims Made ® Occurrence ❑ W/Heavy Equipment ❑ XCU ❑ To Include Products of Complete Operation Endorsements CRIME POLICY ❑ Crime Policy AUTOMOTIVE LIABILITY ® Any Auto per Occurrence EXCESS LIABILITY ❑ Umbrella Form GARAGE LIABILIT Y ❑ Any Auto ❑ BUILDER'S RISK ❑ INSTALLATION FLOATER ❑ POLLUTION ❑ CARGO COMBINED SINGLE LIMIT General Aggregate $1,000.000 Products-Comp/Op AGG X_ Personal & Adv. Injury X_ Contractual Liability X Fire Damage (Any one Fire) Med Exp (Any one Person) General Aggregate Combined Single Limit $1,000,000 Each Occurrence Aggregate Auto Only - Each Accident Each Accident Aggregate ❑ 100% of the Total Contract Price ❑ 100% of the Total Material Costs ® WORKERS COMPENSATION — STATUTORY AMOUNTS OR OCCUPATIONAL MEDICAL AND DISABILITY ® EMPLOYERS' LIABILITY $500,000 OTHER: COPIES OF ENDOSEMENTS ARE REQUIRED ® City of Lubbock named as additional insured on Auto/General Liability on a primary and non-contributory basis. ® To include products of completed operations endorsement. ® Waiver of subrogation in favor of the City of Lubbock on all coverages, except The City of Lubbock shall be named as an additional insured on a primary and non-contributory basis and shall include waivers of subrogation on ALL coverages except Professional Liability. All Copies of the Certificates of Insurance and all applicable endorsements are required. ADDITIONAL POLICY ENDORSEMENTS The City shall been, upon request, and without expense, to receive copies of the policies and all endorsements thereto and may make any reasonable request for deletion, revision, or modification of particular policy terms, conditions, limitations, or exclusions (except where policy provisions are established by law or regulation binding upon either of the parties hereto or the underwriter of any of such policies). Upon such request by the City, the Contractor shall exercise reasonable efforts to accomplish such changes in policy coverages, and shall pay the cost thereof. REQUIRED PROVISIONS The Contractor agrees that with respect to the above required insurance, all insurance contracts and certificate(s) of insurance will contain and state, in writing, on the certificate or its attachment, the following required provisions: a. Name the City of Lubbock and its officers, employees, and elected representatives as additional insureds, (as the interest of each insured may appear) as to all applicable coverage; b. Provide for 30 day notice to the City for cancellation, nonrenewal, or material change; c. Provide for notice to the City at the address shown below by registered mail; d. The Contractor agrees to waive subrogation against the City of Lubbock, its officers, employees, and elected representatives for injuries, including death, property damage, or any other loss to the extent same may be covered by the proceeds of insurance; e. Provide that all provisions of this contract concerning liability, duty, and standard of care together with the indemnification provision, shall be underwritten by contractual liability coverage sufficient to include such obligations within applicable policies. NOTICES The Contractor shall notify the City in the event of any change in coverage and shall give such notices not less than 30 days prior the change, which notice must be accompanied by a replacement CERTIFICATE OF INSURANCE. All notices shall be given to the City at the following address: Marta Alvarez, Director of Purchasing and Contract Management City of Lubbock 1625 131 Street, Room 204 Lubbock, Texas 79401 SECTION D. Approval, disapproval, or failure to act by the City regarding any insurance supplied by the Contractor shall not relieve the Contractor of full responsibility or liability for damages and accidents as set forth in the contract documents. Neither shall the bankruptcy, insolvency, or denial of liability by the insurance company exonerate the Contractor from liability Exhibit D City of Lubbock, Texas RFP 17 -13263 -KW HVAC Maintenance Services for Civic Center, Coliseum and Auditorium Special Conditions GENERAL INSTRUCTIONS TO OFFERORS The contract shall be for a term of one year, with the option of two, one year extensions, said date of term beginning upon formal approval. The rates may be adjusted upward or downward at this time at a percentage not to exceed the effective change in the Consumer Price Index (CPI) or Product Price Index (PPI), whichever is most appropriate for the specific contract for the previous 12 -months. At the City's discretion, the effective change rate shall be based on either the local or national index average rate for all items. If agreement cannot be reached, the contract is terminated at the end of the current contract period. A. Each Offeror will be required to submit a proposal amount for maintenance services, for a period of one (1) year, as specified. For internal record purpose only, each Contractor shall submit a breakdown of his proposal as follows: 1. Maintenance Services for Civic Center Physical Plant 2. Hourly rate for repairs as needed to Civic Center Proper and Coliseum/Auditorium B. Proposals shall cover all specified maintenance services of Building Environmental Mechanical Systems the Technical Specifications. Please refer to those specifications for further information and scope of desired services. C. Offerors are required to inspect each system and its respective components. D. The Contractor must detect faulty or inoperative conditions and correct. The City Representative will advise Contractor of any known malfunctions or operational problems. The Contractor shall respond in his monthly report to all malfunctions and operational problems. E. The Contractor shall not be relieved from assuming all responsibility for properly estimating the difficulties of performing any services, repairs, or replacements of any equipment or components required within this set of specifications due to the failure of the Contractor or his personnel to thoroughly investigate all conditions of all equipment and locations as outlined in this specification. F. All planned preventive maintenance service work under these specifications is to be performed during normal working hours, or as approved by the City of Lubbock. Contractor must check-in with designated building personnel prior to beginning any work and check-out upon completion. Designated building personnel will inspect all parts to be repaired or replaced prior to Contractor completing the project. G. It is agreed that the City of Lubbock will provide reasonable means of access to all devices, which are to be serviced. The Contractor shall be free to start and stop all primary equipment incidental to the operation of the Mechanical Systems when arranged with the representatives of the City of Lubbock. Contractor personnel shall comply with all regulations concerning City of Lubbock Security measures. H. The Contractor shall attend an every other monthly progress meeting, scheduled by the Owner. I. As part of this proposal, the Offerors shall submit for evaluation a comprehensive and detailed technical, financial and business prospectus, descriptively outlining his ability to adequately and satisfactorily perform the services as requested in this specification. J. It is the intention of this specification to establish and define those services that are to be perfonned and, in addition, to determine the capability and experience of the Offerors desiring to provide such services to the City of Lubbock facilities. K. Requirements for Offerors: 1. Offerors shall visit the job site and become thoroughly familiar with the facilities and equipment prior to submitting a proposal. Offeros must sign in with Designated Building. No proposal shall be accepted from any Offeror unless it has been verified that there has been a visit and inspection of all equipment at each location by qualified persons prior to submittal. 2. At the time of award the Contractor and service personnel shall be fully licensed by the State of Texas to do business at the job site and to provide a complete service. 3. Services that are to be provided shall be performed by qualified and trained service personnel that are directly employed by the Contractor. Subcontracting portions of the System or services requested in these specifications shall be allowed with prior consent of the Director of Purchasing and Contract Management and Civic Center representative. All proposed subcontractors shall be listed in the proposal submittal. 4. Personnel must be employed by the successful Contractor during the life of this contract. If at any time required personnel are not available for service work, the Contractor will be required to pay all cost accrued to effect proper maintenance on systems covered by this contract. A minimum of two (2) of these personnel shall be properly certified, thoroughly trained, and qualified to repair, service and calibrate the automation systems used to control the heating and cooling in these buildings. L. Specifically, piping and insulation have been excluded from this maintenance contract. When control valves or equipment must be removed and replaced or repaired, the attached piping and insulation that is affected by this work shall be repaired, at additional cost to the Owner, with approved repair quotation, as specified herein. M. The Contractor shall submit, along with his invoice for scheduled completed work, a Monthly Service Report to the Owner. Upon receipt of the Contractor's invoice and Monthly Service Report, the City of Lubbock shall make a monthly lump sum payment to the Contractor. II. QUALIFICATIONS OF OFFERORS A. The Owner may make such investigations as deemed necessary to determine the ability of the Contractor to perform the work each Offeror shall furnish the Owner all such information and data for this purpose as the Owner may request. The Owner reserves the right to reject any proposal if evidence submitted by or investigation of such Offeror fails to satisfy the Owner such proposal is properly qualified to carry out the obligations of the contract and to complete the work contemplated herein. B. Although cost will be factor in the awarding of the Maintenance Services Contract, it is absolutely essential that each Offeror is financially and operationally capable of providing the requested services and possesses the necessary qualifications and experience to satisfy the contractual obligations of the agreement. Offerors are required to provide all of the data that would assist the City of Lubbock in evaluating a Offerors overall ability to perform the requested services. The City's determination in this regard will be a key factor in the awarding of the contract. C. The following requirements shall be considered as the minimum standard for an Offeror to be considered as qualified to provide services under this contract, and shall be prerequisite to any award. 1. A minimum period of 10 years' experience in the performance of HVAC maintenance as specified. 2. The Contractor shall maintain a field office and/or warehouse that is within three hours travel time of the City of Lubbock facilities. The Contract shall employ a minimum of two (2) full-time competent technicians who reside within three-hour travel time of the job site. The Contractor must also employ a professional staff educated in mechanical and electrical fields, refrigeration, boilers, pneumatic and electric control systems who have a minimum of five years experience in the above specialties. D. The Contractor shall demonstrate they own the proper tools and test equipment to maintain all the systems under contract. The Contractor must own the following tools and test equipment and be able to document their use on a reasonable number of contracts of comparable size in a similar climatic area: Combustion efficiency test equipment, water conductivity tester, vibration detector, water treatment chemical drop test kit, micrometer, conductivity tester, refrigeration oil test kit, electronic refrigeration leak detector, refrigerant pump down and refrigerant recovery equipment, voltmeter, amp meter, and amp probe. Tools and equipment list must be submitted with proposals. E. In addition, the Offeror shall have access to central parts supply warehouses whose inventories include all replacement parts for any components in the system under contract to ensure fast availability in emergency situations. This includes all temperature sensors, controllers, dampers, valves, actuators, relays, air compressors, and boiler controls. Exhibit E City of Lubbock, Texas RFP 17 -13264 -KW Summary of Equipment and Service Schedule- Civic Center Physical Plant DAILY None MONTHLY CHILLERS Check coolant level on motor starter FAN COIL UNIT Align sheaves and check level of shafts CARBON DIOXIDE SENSOR Check alarm setting Check power supply and output Check calibration of sensor BIMONTHLY None QUARTERLY CHILLERS Check evaporator, condenser pressure, oil sump temperature, net oil pressure Check oil level in compressor oil sump Verify jet pump operation in supplemental refrigerant filtration system Off season - operate chillers for 30 minutes HEAT EXCHANGER Observe water temperature and steam pressure under normal operating conditions Check the pressure relief valve COOLING TOWERS - 3 Inspect fan for noise and vibration Cooling tower sump check drain pipe for obstructions Clean hot water distribution pan at top of tower Sumps - check float operation and make-up valve Controls - check operation of controller and calibrate Controls - Check calibration of water sensor and low limit switch Controls - Check fan motor for complete movement Controls - check for proper air pressure through operating range Clean and flush water distribution system Inspect sump for dirt build up; clean if condensation water flow is clogged Inspect framework metal parts Lubricate motor Lubricate gear drive ROOM THERMOSTAT (PNEUMATIC)/OUTSIDE AIR THERMOSTAT Check calibration of each thermostat Check throttling range for proper setting TEMPERATURE SENSORS (DIGITAL CONTROLS) Check for calibration of each sensor; adjust if necessary Check throttling range for proper setting TEMPERATURE CONTROLLER (COMPUTER CONTROLS) Check operation: calibrate if necessary PUMPS - 6 Check the mechanical seals for leaks - replace as needed Blow down strainers Lubricate pump and motor bearings PRV STATIONS - 2 Check pressure reducing valve; repair or replace as required Check pressure relief valve; repair or replace as required Check pressure switch; repair or replace as required Drain filter bowl and replace filter FAN COIL UNIT Check that fan bearing grease lines are tight to the bearings so not grease leaks at the connection - lubricate fan bearings. Inspect coils for dirt build-up. Clean if air flow is clogged. Check bearing locking setscrews and other setscrews for proper tightness. All bearing races must be tight. Coil control - check valves for complete open/shut movement Coil control - check for proper air pressure operating range FAN COIL UNIT CONTROLS Coil control - check for corrosion around valve; lubricate stem EXHAUST FAN Clean pulley, check tightness to shaft, and pulley alignment Clean fan blades Check motor continuity Check and tighten motor terminals Megger motor Check motor voltage and current at zero and normal load and compare nameplate data Clean motor Check motor starter for proper operation and check tightness of all terminals and leads BIANNUALLY CHILLERS Compressor motor - megger motor Compressor motor - check nameplate and rating Starter - check overload setting trip points amps Starter - tighten all terminals Starter - check condition of contacts Oil - change filter and oil Control circuits - low temperature control calibration set point, trip -point Control circuits - high pressure control calibration set point, trip -point Control circuits - oil pressure control calibration - cut-out, cut -in Condenser - visually inspect for dirt or lime in tubes Condenser - leak test chiller Condenser - refrigerant and oil analysis for acid content Condenser - refrigerant filter HEAT EXCHANGER Check all controls ROOM THERMOSTAT (PNEUMATIC)/OUTSIDE AIR THERMOSTAT Check nozzles and restrictor FAN COIL UNIT Coil control - check calibration of coil sensor and outdoor air sensor Coil control - check operation of controllers and calibrate Coil control - check valve packing; replace and lubricate as required Coil control - check plug and seat for shutoff FAN COIL UNIT CONTROL Control/mixing valves - check for signs of leakage around stem, bonnet or at the connections Control/mixing valves - check for proper close -off action Control/mixing valves - check for proper air pressure to the valve Control/mixing valves - determine if stem is operating through full travel Pneumatic operators - check at tubing and bracket connection Pneumatic operators - check for proper operation; calibrate if necessary Pneumatic operators - remove rust and dirt Pneumatic controller - check for proper calibration Pneumatic controller - check proportional band for proper setting Pneumatic controller - clean nozzle flapper area as required Pneumatic controller - check for dirty filters and screens Dampers - lubricate and check travel and close -off of operator; repair as required Dampers - check, adjust and lubricate linkages Dampers - check outside air sensor and mixed air sensor for accuracy Dampers - check controller for proper adjustment of return and fresh air Dampers - check room thermostat for proper calibration Dampers - check operation of dampers system Economizer - lubricate and check travel and close -off of operator; repair as required Economizer — check, adjust and lubricate linkages Economizer - check for air leakage Economizer - check outside air sensor and mixed air sensor for accuracy Economizer - check controller for proper adjustment of return and fresh air Economizer - check room thermostats for proper calibration Temperature sensors - check for faulty sensor line ANNUALLY CHILLERS Compressor motor - check continuity Compressor motor - check and tighten terminals Supplemental refrigerant filtration system - replace filter HEAT EXCHANGER Check steam trap and condensate drain Inspect the converter tubes Break down and clean the flat plate heat water -to -water heat exchanger COOLING TOWERS - 3 Inspect and flush fill Inspect and clean drift eliminators Inspect and clean louvers Check fan pitch angle Check motor continuity Check and tighten motor terminals. Sumps - check motor continuity Sumps - check and tighten motor terminals Sumps - megger motor Sumps - Check motor voltage and current at zero and normal load and compare to nameplate data Sumps - check motor bearing temperature or case temperature Sumps - clean motor Sumps - check motor starter for proper operation and check tightness of all terminals and leads TEMPERATURE SENSORS (DIGITAL CONTROLS) Beginning of cooling season - check nozzle and restrictor PUMPS - 6 Remove strainer media and clean Check motor continuity Check & tighten motor terminals Megger motor Check motor voltage and current at zero and normal load and compare nameplate data Check motor bearing temperature or case temperature Clean motor Check motor starter for proper operation and check tightness of all terminals and leads Check operation of check valves FAN COIL UNIT Lubricate fan motors Inspect electrical wiring for condition. Tighten all connections. Inspect the unit casing and accessories for chipping or corrosion. If damage is found, clean and repaint with a good grade of rust resistant zinc chromate paint. Clean fan wheels and fan shaft. Remove rust from fan shaft with an emery cloth and recoat the shaft with L.P.S. 3 or an equivalent. Inspect the drain pan for sludge or other foreign material. Clear the drain openings and drain line to ensure adequate flow. Check motor continuity Check and tighten motor terminals. Megger motor Check motor voltage and current at zero and normal load and compare nameplate data Clean motor Check motor bearing temperature or case temperature Check motor starter for proper operation and check tightness of all terminals and leads Check drain pans and remove any trash and check drain pipes for obstructions FLOW COMPUTER Check battery backup COIL CONTROL Check calibration of coil sensor and outdoor air sensor CERTIFICATE OF INTERESTED PARTIES FORM 1295 1of1 Complete Nos. l - 4 and 6 if there are interested parties. Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. OFFICE USE ONLY CERTIFICATION OF FILING Certificate Number: 2017-192507 Date Filed: Date Acknowle ed: 05/01/2017 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. Johnson Controls Lubbock, TX United States 2 Name of governmental entity or state agency that is a party to the contract for which the form is04/13/2017 being filed. City of Lubbock 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 17-13263-KW HVAC Maintenance Services for the Civic Center, Coliseum and Auditorium 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling I Intermediary 5 Check only if there is NO Interested Party. M 6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct. Signature of authorized agent of contracting business entity AFFIX NOTARY STAMP / SEAL ABOVE Sworn to and subscribed before me, by the said this the day of 20 , to certify which, witness my hand and seal of office. Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us VPrcinn V1 n RRR CERTIFICATE OF INTERESTED PARTIES FORM 1295 1 of 1 Complete Nos. 1- 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING Certificate Number: 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. 2017-192507 Johnson Controls Lubbock, TX United States Date Filed: 04/13/2017 2 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. City of Lubbock Date Acknowledged: 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 17 -13263 -KW HVAC Maintenance Services for the Civic Center, Coliseum and Auditorium 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling Intermediary 5 Check only if there is NO Interested Party. X 6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct. PAULA OLDHAM Notary 10 #E 4471725 My Commission Expires ., February 19, 2020 amp Signature of authorized agent of contracting business entity AFFIX NOTARY STAMP / SEAL ABOVE 1 Sworn to and subscribed before me, by the said W 1 I / �' A4 `�� �✓this the 14 day of 201-, to certify which, witness my hand and seal of office. U �0. vW14 1 p 2r Si nature of officer administering oath Printed name of officer administering oath Title of officer admin' ing oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.883