HomeMy WebLinkAboutHalvorson Trane-2/11/2013 (2)CITY OF WATERLOO
Please return this copy to:
City Clerk & Finance Department
715 Mulberry Street
Waterloo, IA 50703
Council Communication
City Council Meeting: February 11, 2013
Prepared: February 5, 2013
Dept. Head Signature:
# of Attachments:
SUBJECT:
Submitted by:
L-6LPV
Halvorson Trane Service Agreement
Craig Clark - Building Official/Maintenance Administrator
Recommended City Council Action:
Approve Service Agreement with Halvorson Trane of Clive, Iowa for up to 50 block hours of
technician maintenance. City staff has reviewed this agreement and recommended Council
approve this document and authorizes Mayor to sign and enter into said agreement.
Summary Statement:
Expenditure Required: Total of 50 block hours billed quarterly at the rate of $116.50 per hour.
Source of Funds 010-22-8800-1390
Background Information: This agreement includes 50 hours of unassigned support time block of
hours that can be utilized for more substantial support that is not normally covered. If time is not
used the City will not be billed for remaining hours.
Opp Id: 2013-005
Halvorson Trane
Building Comfort Solutions
CUSTOMER NAME;
City of Waterloo
715 Mulberry Street
Waterloo, IA 50703
LOCAL OFFICE ADDRESS:
Halvorson Trane
2220 NW 108th Street
Clive, IA 50325-3702
And
1119 Wenig Road NE
Cedar Rapids, IA 52402
AGREEMENT NUMBER:
DATE:
November 30, 2012
Page 4 of 23 Service Agreement
Opp Id: 2013-005
Halvorson Trane
Building Comfort Solutions
Scope of Services ® Standard inclusions
Provided in your Select Service Agreement:
e Block of Hours Maintenance Service
SERVICESINCWDED
Halvorson Trane Building Automation Services Agreement
x
Level 1: Block of Hours Services only
Temperature controls maintenance and repair labor as directed by the owner. Labor
hours are calculated 'portal to portal'. Travel charges and repair parts are not included
in the service agreement and will be invoiced separately. A written report is submitted
upon completion of each service call listing any deficiencies found, recommendations
for repair, and the scope of services performed. Up to 50 hours of technician
maintenance and repair labor are Included. Service calls will be billed out monthly on an
'as used' basis.
Page 5 of 23 Service Agreement
BAS -901 Scope of Work
24 -Hour Emergency Answering Service
Halvorson Trane will maintain a 24-hour emergency answering service for our Service Agreement customers.
The service is designed to respond to owner emergency needs 7 days a week, 365 days per year. Our goal is
to make contact with the owner's representative within 2 -hours of the emergency request to create a response
plan.
The Owner will be supplied with a local Trane after-hours emergency telephone number. Upon receipt of the
call, the on-call Technician will respond to the Owners request. Off-site dial up service will be attempted if the
site is set up with modem capability. If dial up service can not be performed, the Technician will be dispatched
to the Owners site upon their authorization. The emergency service will be invoiced on a time and material
basis.
Through this service, the Building Owner can be assured the peace of mind that comes with knowing any
emergency failures and occupant comfort problems can be dealt with at any time, thus minimizing expensive
downtime and occupant dissatisfaction.
BAS -999 Scope of Work (Level 2)
Unassigned Support Time
Even under the most defined support agreement, there will be undefined needs that are not normally covered.
While the standard support coverage includes minor adjustments, you may have an occasional need for more
substantial support. Rewriting a controller program, retrofitting a new controller on a piece of existing
equipment, or just general diagnosis/troubleshooting that is not normally covered are examples of how these
hours can be used.
Under this item, your agreement includes 50 hours of Unassigned Support Time block of hours that can be
utilized for these types of requests. These hours will be billed quarterly on an "as -used" basis at the rate
of $ 116.50 per hour. Unused hours will not be billed. Services beyond 50 hours will be billed at the
same select service rate of $ 116.50 per hour. Repair parts and travel charges are not included and will
be invoiced seperately.
Working with your Trane Technicians, this block of time can be utilized as required throughout the life of this
agreement to cover items outside the normal scope of preventative maintenance.
BAS -930 Scope of Work
Tracer Summit Workstation Evaluation
The Tracer Summit workstation is the window into the performance of the Trane building automation system and
ultimately the facility. The workstation allows the building operator to monitor all of the vital operating
parameters in a building from a single location, including temperatures, pressures, schedules, trend logs,
programs, etc.
The Tracer Summit Workstation evaluation is designed to allow the Trane Building Services technician to
regularly inspect the Tracer Summit database to help ensure proper operation. Time -of -day scheduling, dates
and time settings, program backups, etc. will also be checked. The BCU panel and Tracer Summit workstation
databases will be checked for proper synchronization and software versioning. The event log will be checked
and reviewed with owner and non-critical information will be cleared out. In addition, a backup of the database
will be performed to allow for ease in restoration in the event of catastrophic system failure. The Technician will
also cycle the power to the PC and verify proper system restart, check the system time and date and the
hardware status.
By conducting a regular maintenance review, the Trane Building Services technician can ensure that the
displayed data accurately reflects the status of the building, helping to minimize troubleshooting and
maintenance time. In addition, proper database management and system restart capabilities help ensure that
the system can be restored to operation quickly after any system failures, thus minimizing occupant discomfort
and complaints.
Opp Id: 2013-005
Halvorson Trane
Building Comfort Solutions
TRANE SELECT SERVICE AGREEMENT
Pricing and Acceptance
Craig Clark
Building Official / Maintenance Administrator
City of Waterloo
715 Mulberry Street
Waterloo, IA 50703
Trane Service Agreement
This Service Agreement consists of the pages beginning with the title page entitled "The Agreement," the consecutively
numbered pages immediately following such title page, and includes and ends with the Trane Terms and Conditions
(Service) (collectively, the "Service Agreement" or "Agreement").
Halvorson Trane agrees to provide temperature controls maintenance and repair services according to the terms of this
Service Agreement, including the "Terms and Conditions," and "Scope of Services" sections hereof. Halvorson Trane
agrees to give preferential service to Customer over non -contract customers.
Service Fee
City of Waterloo agrees to pay to Halvorson Trane up to $ 5,825.00 per year, plus applicable tax, as the fee (the "Service
Fee") for the 50 unassigned "block of hours". The service fee includes up to 50 unassigned "block -of -hours" that will be billed
monthly on an "as -used" basis at the select service agreement rate of $ 116.50 per hour.
Term
The initial term of this Service Agreement shall be 1 year(s), effective January 1st, 2013 through December 31st, 2013
provided that Halvorson Trane will have no obligation to Customer prior to execution of this Service Agreement in the space
provided below by an authorized representative of Halvorson Trane.
This Agreement is subject to Customer's acceptance of the attached Halvorson Trane Terms and
Conditions.
SUBMITTED BY: Doug Stephens
Sales Engineer
ER ACCET y
uthorized Re resentative
EST 61. l/�
Printed Name
Title QY-
Purchase Order
Acceptance Date "—hi Igo ('
Proposal Date: November 30, 2012
HALVORSON TRANE ACCEPTANCE
A i oriz Repres
Foci ieev
Title ®�
Sight eDt /
Page 6 of 23 Service Agreement
Opp Id: 2013-005
Terms and Conditions
The following `Terms and Conditions' are attached to and made a part of
the Service Agreement ("Agreement') between the named Customer and
Halvorson Trane.
For Services performed in the United States, ''Halvorson Trane° shall mean
PA Halvorson, Inc.
Halvorson Trane's Services are fumished pursuant to and subject to the
following terms and conditions, except for any Services that are the subject
of a pre-existing valid written agreement currently in effect between
Halvorson Trane and Customer, in which case such written agreement shall
apply.
'1. Acceptance. A Proposal or Agreement made upon these terms is
subject to Customer acceptance in writing delivered to Halvorson Trane
within thirty (30) days from the date hereof. If your order is an acceptance
of a written Proposal on a form provided by Halvorson Trane, without the
addition of any other terms and conditions of sale or any other modification,
this document shall be treated solely as an acknowledgment of such order,
subject to credit approval. If your order is not such an acceptance, then
this document is Halvorson Trane's offer, subject to credit approval, to
provide the services solely in accordance with the following terms and
conditions of sale. If we do not hear from you within two weeks from the
date hereof, Halvorson Trane shall rely upon your silence as an acceptance
of these terms and conditions and any performance will be pursuant hereto.
Customer's acceptance of services by Halvorson Trane wit in any event
constitute an acceptance by Customer of these terms and conditions.
2. Term, Renewal, and Cancellation. The Initial Term of this Agreement
shall be as stated in the "Pricing &Acceptance° section hereof. Thereafter,
unless earlier terminated, this Agreement shall be automatically renewed
for succeeding 12 month terms (each a °Renewal Tenn"), subject to the
Renewal Pricing Adjustment, upon Halvorson Trane's delivery to Customer
of a service renewal letter at least forty-five (45) days in advance of the
scheduled expiration date and Customer's failure to notify Halvorson Trane
in writing no later than thirty (30) days prior to the scheduled expiration date
that the Agreement shall not be renewed. This Agreement may be
cancelled upon the written notice of either party to the other (for any reason
or no reason) no later than thirty (30) days prior to the scheduled expiration
date; provided, however, that, in the event of a cancellation by Customer,
Customer shall pay to Halvorson Trane the balance of the Service Fee
applicable to the then current 12 month period of the Term. The Service
Fee is based on performance during regular business hours.
3. Renewal Pricing Adjustment The Service Fee for an impending
Renewal Term shall be the Current Service Fee (defined as the Service
Fee for the Initial or Renewal Term immediately preceding the impending
Renewal Term) adjusted by the following: (a) increase and/or decrease for
additions and/or deletions to Scope of Services; (b) 25% of the Current
Service Fee shall be adjusted based upon the calendar year change in the
(i) U.S. Bureau of Labor Statistics Producer Price Index for selected
commodity groupings (Metals and Metal Products) for Services performed
in the United States or (ii) Statistics Canada Producer Price Index, Goods
(Raw Materials Prices Index) for Services performed in Canada; (c) 65% of
the Current Service Fee shall be adjusted based upon the change to cost
of labor, and (d) 10% of the Service Fee shall be adjusted based upon
changes to Halvorson Trane services overhead costs, which include but
are not limited to the cost of fuel, truck leasing, and office -related overhead
factors. The Service Fee for an impending Renewal Term shall be set forth
in the service renewal letter fumished to Customer.
4. Payment and Taxes. Payment is due upon receipt of Halvorson Trane's
invoice. Except as may otherwise be provided in the "Service Fee' section,
annual Service Fee amounts shall be paid in advance of performance of
the Services. Halvorson Trane reserves the right to add to any account
outstanding for more than 30 days a service charge equal to the lesser of
the maximum allowable legal interest rate or 1.5% of the principal. amount
due at the end of each month. Without liability to Customer, Halvorson
Trane may discontinue services whenever payment is overdue. In addition
to the stated Service Fee, Customer shall pay all taxes not legally required
to be paid by Halvorson Trane or, alternatively, shall provide Halvorson
Trane with acceptable tax exemption certificates. Customer shall pay all
costs (including attomeys' fees) incurred by Halvorson Trane in attempting
to collect amounts due.
5. Termination. This Agreement may be terminated by either party upon a
material breach by the other party of its obligations hereunder upon
fourteen (14) calendar days prior written notice to the breaching party and
the failure of the breaching party to cure the breach within such fourteen
(14) day period. Notwithstanding any termination, Customer shall remain
liable to Halvorson Trane for any amounts for services provided by
Halvorson Trane and not then paid.
6. Performance. Halvorson Trane shall perform the services described in
this Agreement with respect to the listed Equipment with reasonable
promptness in a workmanlike manner in accordance with industry
standards generally applicable in the area. Except as otherwise provided
in writing in "Scope of Services, Services will be performed during
Halvorson Trane's normal business hours and any after-hours services
shall be billed separately according to then prevailing overtime or
emergency labor rates. Halvorson Trane's duty to perform under this
Agreement and the Service Fee are subject to the approval of Halvorson
Trane's credit department, are subject to Events of Force Majeure, and
contingent upon the ability to procure materials from the usual sources of
supply. Upon disapproval of the credit department or upon the occurrence
of any such event as aforesaid, Halvorson Trane may delay or suspend
performance or, at its option, renegotiate Service Fees, and/or terms and
conditions with the Customer. If Halvorson Trane and Customer are unable
to agree on such revisions, this Agreement shall be cancelled without any
liability, other than Customer's obligation to pay for services rendered by
Halvorson Trane to the date of cancellation. This Agreement presupposes
that all major pieces of equipment are in proper operating condition as of
the date hereof. Services furnished are premised on the Equipment being
in a maintainable condition. In no event shall Halvorson Trane have any
obligation to replace Equipment that is no longer maintainable. During the
first 30 days of this Agreement, and/or upon seasonal start-up (if included
in the Services), an inspection by a Halvorson Trane technician of Covered
Equipment indicates repairs or replacement is required, Halvorson Trane
will provide a written quotation for such repairs or replacement. If
Customer does not authorize such repairs or replacement, Halvorson Trane
may remove the unacceptable Equipment from the °Equipment Coverage'
or 'Scope of Services' sections of this Agreement and adjust the Service
Fee accordingly. During the Term, Halvorson Trane may elect to
install/attach to Customer equipment or provide portable devices (hardware
and/or software) for execution of control or diagnostic procedures. Such
devices shall remain the personal proprietary property of Halvorson Trane
and In no event shall become a fixture of customer locations. Customer
shall not acquire any interest, title or equity in any hardware, software,
processes, and other intellectual or proprietary rights to devices used in
connection with providing service on Customer equipment. Halvorson
Trane reserves the right to remove such items at its discretion. Halvorson
Trane may refuse to perform any services or work where working
conditions could endanger or put at risk the safety of Halvorson Trane
employees or subcontractors.
Page 7 of 23 Service Agreement
Opp Id: 2013-005
7. Customer Obligations. Customer shall:
(a) Provide Halvorson Trane reasonable and safe access to all Equipment;
(b) Follow manufacturer recommendations concerning teardown and
internal inspection, major overhaul, restoration or refurbishing of the
Equipment unless expressly stated in the Scope of Services statement,
Halvorson Trane is not performing any manufacturer recommended
teardown and internal inspection, major overhaul, restoration or
refurbishing of the equipment; Halvorson Trane shall not be responsible to
perform any subsequent repairs to the Equipment necessitated by
Customer's failure to follow such manufacturer recommendations;
(c) Reimburse Halvorson Trane for services, repairs, and/or replacements
performed by Halvorson Trane beyond the "Scope of Services' or
otherwise excluded hereunder. Such reimbursement shall be at the then
prevailing overtime/holiday rates for IaborAabour and prices for materials
and may at Halvorson Trane's option be subject to a separate written
agreement prior to its undertaking such work; and
(d) Unless water treatment is expressly included in Halvorson Trane's
Scope of Services, provide professional cooling tower water treatment in
accordance with any reasonable recommendations provided by Halvorson
Trane.
8. Exclusions. Unless expressly included in 'Scope of Services' or
'Equipment Coverage, the services to be provided by Halvorson Trane do
not include, and Halvorson Trane shall not be liable for, any of the
following:
(a) Any guarantee of room conditions or system performance;
(b) Inspection, maintenance, repair, replacement of or services for chilled
water and condenser water pumps and piping; electrical disconnect
switches or circuit breakers; motor starting equipment that is not factory
mounted and Interconnecting power wiring; recording or portable
instruments, gauges or thermometers; non-moving parts or non -
maintainable parts of the system, including, but not limited to, storage
tanks; pressure vessels, shells, coils, tubes, housings, castings, casings,
drain pans, panels, duct work; piping: hydraulic, hydronic, pneumatic, gas,
or refrigerant insulation; pipe covering; refractory material; fuses, unit
cabinets; electrical wiring; ductwork or conduit electrical distribution
system; hydronic structural supports and similar items; the appearance of
decorative casing or cabinets; damage sustained by other equipment or
systems; and/or any failure, misadjustment or design deficiencies in other
equipment or systems;
(c) Repairs or replacement of parts made necessary as a result of electrical
power failure, low voltage, burned out main or branch fuses, low water
pressure, vandalism, misuse or abuse, improper operation, unauthorized
alteration of Equipment, accident, negligence of Customer or others,
damage due to freezing weather, calamity or malicious act
(d) Any damage or malfunction resulting from vibration, electrolytic action,
freezing, contamination, corrosion, erosion, or caused by scale or sludge
on intemal tubes except where water treatment protection services are
provided by Halvorson Trane as part of this Agreement
(e) Fumishing any items of equipment, material, or labor/labour, or
performing special tests recommended or required by Insurance companies
or federal, state, or local governments;
(f) Failure or inadequacy of any structure or foundation supporting or
surrounding the Equipment or any portion thereof;
(g) Building access or alterations that might be necessary to repair or
replace Customer's existing equipment;
(h) The normal function of starting and stopping the Equipment or the
opening and closing of valves, dampers or regulators normally installed to
protect the Equipment against damage;
(i) Valves that are not factory mounted: balance, stop, control, and other
valves external to the device unless specifically Included in the Agreement;
(j) Any responsibility for design or redesign of the system or the Equipment,
obsolescence, safety tests, or removal or reinstallation of valve bodies and
dampers;
(k) Any services, claims, or damages arising out of Customer's failure to
comply with its obligations under this Agreement
(I) Failure of Customer to follow manufacturer recommendations
concerning overhaul and refurbishing of the Equipment;
(m) Any claims, damages, losses, or expenses, arising from or related to
conditions that existed in, on, or upon the premises before the effective
date of this Agreement ("Pre -Existing Conditions"), including, without
limitation, damages, losses, or expenses involving pre-existing building
envelope Issues, mechanical Issues, plumbing issues, and/or indoor air
quality issues involving mold/mould and/or fungi;
(n) Replacement of refrigerant is excluded, unless replacement of
refrigerant is expressly stated as included within the scope of Halvorson
Trane's Services, In which case replacement shall in no event exceed the
• stated percentage of rated system charge per year expressly stated in the
scope of Services. Customer shall be responsible for the cost of any
additional replacement refrigerant
(o) Operation of the equipment;
(p) Any claims, damages, losses, or expenses, arising from or related to
work done by or services provided by individuals or entities that are not
employed by or hired by Halvorson Trane.
9. Warranties. (a) Halvorson Trane manufactured material supplied and
installed by Halvorson Trane is warranted to be free from defect in material
and manufacture for a period of twelve months from the earlier of the date
of start-up or replacement and Halvorson Trane's obligation under this
warranty is limited to repairing or replacing the defective part at its option;
(b) labor/labour is warranted (to have been properly performed) for a period
of 90 days from completion and Halvorson Trane's obligation under this
warranty is limited to correcting any improperly performed labor/labour,, and
(c) non -Halvorson Trane equipment and/or parts are not warranted by
Halvorson Trane and shall have such warranties as are extended to
Halvorson Trane by the respective manufacturer. Labor/labour to install
parts supplied by Customer is not warranted by Halvorson Trane.
Notwithstanding the foregoing, all warranties provided herein terminate
upon termination or cancellation of this Agreement. THE WARRANTY AND
LIABILITY SET FORTH IN THIS SECTION ARE IN LIEU OF ALL OTHER
WARRANTIES AND LIABILITIES, WHETHER IN CONTRACT OR IN
NEGLIGENCE, EXPRESS OR IMPLIED, IN LAW OR IN FACT,
INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY AND
FITNESS FOR A PARTICULAR USE OR FITNESS FOR A PARTICULAR
PURPOSE. IN NO EVENT SHALL HALVORSON TRANE BE LIABLE FOR
ANY SPECIAL, INCIDENTAL, CONSEQUENTIAL (INCLUDING WITHOUT
LIMITATION LOST REVENUE OR PROFITS), OR PUNITNE DAMAGES.
NO REPRESENTATION OR WARRANTY OF MERCHANTABILITY OR
FITNESS OF PURPOSE IS MADE REGARDING PREVENTION BY THE
SCOPE OF SERVICES, OR ANY COMPONENT THEREOF, OF MOLD,
FUNGUS, BACTERIA, MICROBIAL GROWTH, OR ANY OTHER
CONTAMINATES. HALVORSON TRANE SPECIFICALLY DISCLAIMS
ANY LIABILITY IF THE SCOPE OF SERVICES OR ANY COMPONENT
THEREOF IS USED TO PREVENT OR INHIBIT THE GROWTH OF SUCH
MATERIALS.
10. Indemnity. Halvorson Trane and Customer shall indemnify, defend and
hold each other harmless from any and all claims, actions, costs,
expenses, damages and liabilities, including reasonable attomeys' fees,
resulting from death or bodily injury or damage to real or personal property,
to the extent caused by the negligence or misconduct of the indemnifying
party, and/or its respective employees or agents. If the parties are both at
fault, the obligation to indemnify shall be proportional to their relative fault.
The duty to indemnify will continue in full force and effect, notwithstanding
the expiration or early termination hereof, with respect to any claims based
on facts or conditions that occurred prior to expiration or termination.
11. Limitation of Liability. NOTWITHSTANDING ANY CONTRARY
PROVISION, NEITHER PARTY SHALL BE LIABLE FOR SPECIAL,
INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY NATURE
(INCLUDING WITHOUT LIMITATION LOST REVENUE OR PROFITS),
WHETHER CLAIMED UNDER CONTRACT, WARRANTY, NEGLIGENCE,
STRICT LIABILITY OR ANY OTHER LEGAL THEORY OR FACTS, OR
PUNITIVE DAMAGES.
Page 8 of 23 Service Agreement'
Opp Id: 2013-005
12. Asbestos and Hazardous Materials. Halvorson Trane's services
expressly exclude any identification, abatement, cleanup, control, disposal,
removal or other work connected with asbestos or other hazardous
materials (collectively, 'Hazardous Materials"). Should Halvorson Trane
become aware of or suspect the presence of Hazardous Materials,
Halvorson Trane may immediately stop work in the affected area and shall
notify Customer. Customer will be responsible for taking any and all action
necessary to correct the condition in accordance with all applicable laws
and regulations. Customer shall be exclusively responsible for and shall
indemnify and hold harmless Halvorson Trane (including its employees,
agents and subcontractors) from and against any loss, claim, liability, fees,
penalties, injury (including death) or liability of any nature, and the payment
thereof, arising out of or relating to any Hazardous Materials on or about
the premises, not brought onto the premises by Halvorson Trane.
Halvorson Trane shall be required to resume performance of the services
only when the affected area has been rendered harmless.
13. Insurance. Halvorson Trane agrees to maintain insurance in the
following minimum amounts during the Term: Commercial General Liability
— $1,000,000 per occurrence; Automobile Liability — $1,000,000 CSL;
Workers Compensation — Statutory Limits. If Customer has requested to
be named as an additional insured under Halvorson Trane's insurance
policy, Halvorson Trane will do so but only to the extent of Halvorson
Trane's indemnity assumed under the indemnity provision contained
herein. Halvorson Trane does not waive any rights of subrogation.
14. Force Majeure. If Halvorson Trane shall be unable to carry out any
material obligation under this Agreement due to an Event of Force Majeure,
this Agreement shall at Halvorson Trane's election (i) remain in effect but
Halvorson Trans's obligations shall be suspended until the uncontrollable
event terminates or (ii) be terminated upon ten (10) days notice to
Customer, in which event Customer shall pay Halvorson Trane for all parts
of the Work furnished to the date of termination. An °Event of Force
Majeure shall mean any cause or event beyond the control of Halvorson
Trane. Without limiting the foregoing, "Event of Force Majeure" includes:
acts of God; acts of terrorism, war or the public enemy, flood; earthquake;
tomado; stone; fire; civil disobedlence; pandemic; insurrections; riots; labor
disputes; labor or material shortages; sabotage; restraint by court order or
public authority (whether valid or invalid), and action or non -action by or
inability to obtain or keep in force the necessary govemmental
authorizations, permits, licenses, certificates or approvals if not caused by
Halvorson Trane.
15. Services Other Than Solely Scheduled Service. If Halvorson
Trane's services hereunder are not limited solely to Scheduled Service, the
following provisions shall also apply. (a) Required restoration shall be
performed by Customer at its cost prior to Halvorson Trane being obligated
to perform hereunder, (b) any changes, adjustments, service or repairs
made to the Equipment by any party other than Halvorson Trane, unless
approved by Halvorson Trane in writing, may, at Halvorson Trans's option,
terminate Halvorson Trane's obligation to render further service to the
Equipment so affected; in such case no refund of any portion of the Service
Fee shall be made; and (c) Customer shall (i) promptly notify Halvorson
Trane of any unusual performance of Equipment (ii) permit only Halvorson
Trane personnel to repair or adjust Equipment and/or controls during the
Term; and (iii) utilize qualified personnel to properly operate the Equipment
in accordance with the applicable operating manuals and recommended
procedures.
16. General. To the maximum extent provided by law, this Agreement is
made and shall be interpreted and enforced in accordance with the laws of
the state or province in which work is performed. This Agreement contains
all of the agreements, representations and understandings of the parties
and supersedes all previous understandings, commitments or agreements,
oral or written, related to the subject matter hereof. If any part of this
Agreement is deemed to be unlawful, invalid, void or otherwise
unenforceable, the rights and obligations of the parties shall be reduced
only to the extent required to
remove the invalidity or unenforceability. Customer may not assign,
transfer, or convey this Agreement, or any part hereof, without the written
consent of Halvorson Trans. Subject to the foregoing, this Agreement
benefit of the parties hereto and their permitted successors and assigns.
Except as provided for Service Fee adjustments, no modifications,
additions or changes may be made to this Agreement except in a writing
signed by both parties. This Agreement may be executed in several
counterparts, each of which when executed shall be deemed to be an
original, but all together shall constitute but one and the same Agreement
A fully executed facsimile copy hereof or the several counterparts shall
suffice as an original. Halvorson Trane reserves the right to change the
terms and conditions herein at any time upon written notice to Customer
provided at least thirty days prior to the effective date of such changes.
17. U.S. Government Work. The following provision applies only to direct
sales by Halvorson Trane to the US Government The Parties
acknowledge that all items or services ordered and delivered under this
Agreement / Purchase Order are Commercial Items as defined under Part
12 of the Federal Acquisition Regulation (FAR). In particular, Halvorson
Trane agrees to be bound only by those Federal contracting clauses that
apply to "commercial" suppliers and that are contained in FAR 52.212-
5(e)(1). Halvorson Trane complies with 52119-8 or 52.219-9 in its service
and installafion contracting business. The following provision applies only
to indirect sales by Halvorson Trane to the US Government As a
Commercial Item Subcontractor, Halvorson Trane accepts only the
following mandatory flow down provisions: 52.219-8; 52.222-26; 52.222-
35; 52.222-36; 52.222-39; 52.247-64. If the Work is in connection with a
U.S. Govemment contract, Customer certifies that it has provided and will
provide current, accurate, and complete information, representations and
certifications to all govemment officials, including but not limited to the
contracting officer and officials of the Small Business Administration, on all
matters related to the prime contract, including but not limited to all aspects
of its ownership, eligibility, and performance. Anything herein
notwithstanding, Halvorson Trane will have no obligations to Customer
unless and until Customer provides Halvorson Trane with a true, correct
. and complete executed copy of the prime contract. Upon request,
Customer will provide copies to Halvorson Trane of all requested written
communications with any govemment official related to the prime contract
prior to or concurrent with the execution thereof, including but not limited to
any communications related to Customer's ownership, eligibility or
performance of the prime contract. Customer will obtain written
authorization and approval from Halvorson Trans prior to providing any
govemment official any information about Halvorson Trane's performance
of the work that is the subject of this offer or agreement, other than this
written offer or agreement.
End of the Agreement
Page 9 of 23 Service Agreement
Halvorson Trane
Building Comfort Solutions
SJfIdmg Senlcos
Scope of Services
Opp Id: 2013-005
12. Asbestos and Hazardous Materials. Halvorson Trane's services
expressly exclude any identification, abatement, cleanup, control, disposal,
removal or other work connected with asbestos or other hazardous
materials (collectively, "Hazardous Materials"). Should Halvorson Trane
become aware of or suspect the presence of Hazardous Materials,
Halvorson Trane may immediately stop work in the affected area and shall
notify Customer. Customer will be responsible for taking any and all action
necessary to correct the condition in accordance with all applicable laws
and regulations. Customer shall be exclusively responsible for and shall
indemnify and hold harmless Halvorson Trane (Including its employees,
agents and subcontractors) from and against any loss, claim, liability, fees,
penalties, injury (including death) or liability of any nature, and the payment
thereof, arising out of or relating to any Hazardous Materials on or about
the premises, not brought onto the premises by Halvorson Trane.
Halvorson Trane shall be required to resume performance of the services
only when the affected area has been rendered harmless.
13. Insurance. Halvorson Trane agrees to maintain Insurance In the
following minimum amounts during the Term: Commercial General Liability
— $1,000,000 per occurrence; Automobile Liability — $1,000,000 CSL;
Workers Compensation — Statutory Limits. If Customer has requested to
be named as an additional insured under Halvorson Trane's insurance
policy, Halvorson Trane will do so but only to the extent of Halvorson
Trane's indemnity assumed under the indemnity provision contained
herein. Halvorson Trane does riot waive any rights of subrogation.
14. Force Majeure. If Halvorson Trane shall be unable to carry out any
material obligation under this Agreement due to an Event of Force Majeure,
this Agreement shall at Halvorson Trane's election (i) remain in effect but
Halvorson Trane's obligations shall be suspended until the uncontrollable
event terminates or (ii) be terminated upon ten (10) days notice to
Customer, in which event Customer shall pay Halvorson Trane for all parts
of the Work fumished to the date of termination. An 'Event of Force
Majeure shall mean any cause or event beyond the control of Halvorson
Trane. Without limiting the foregoing, °Event of Force Majeure" includes:
acts of God; acts of terrorism, war or the public enemy, flood; earthquake;
tomado; storm; fire; civil disobedience; pandemic; Insurrections; riots; labor
disputes; labor or material shortages; sabotage; restraint by court order or
public authority (whether valid or invalid), and action or non -action by or
inability to obtain or keep in force the necessary govemmental
authorizations, permits, licenses, certificates or approvals if not caused by
Halvorson Trane.
15. Services Other Than Solely Scheduled Service. If Halvorson
Trane's services hereunder are not limited solely to Scheduled Service, the
following provisions shall also apply. (a) Required restoration shall be
performed by Customer at its cost prior to Halvorson Trane being obligated
to perform hereunder, (b) any changes, adjustments, service or repairs
made to the Equipment by any party other than Halvorson Trane, unless
approved by Halvorson Trane in writing, may, at Halvorson Trane's option,
terminate Halvorson Trane's obligation to render further service to the
Equipment so affected; in such case no refund of any portion of the Service
Fee shall be made; and (c) Customer shall 0) promptly notify Halvorson
Trane of any unusual performance of Equipment; (11) permit only Halvorson
Trane personnel to repair or adjust Equipment and/or controls during the
Term; and (111) utilize qualified personnel to properly operate the Equipment
in accordance with the applicable operating manuals and recommended
procedures.
16. General. To the mwdmum extent provided by law, this Agreement is
made and shall be interpreted and enforced in accordance with the laws of
the state or province in which work is performed. This Agreement contains
all of the agreements, representations and understandings of the parties
and supersedes all previous understandings, commitments or agreements,
oral or written, related to the subject matter hereof. If any part of this
Agreement is deemed to be unlawful, invalid, void or otherwise
unenforceable, the rights and obligations of the parties shall be reduced
only to the extent required to
remove the invalidity or unenforceability. Customer may not assign,
transfer, or convey this Agreement, or any part hereof, without the written
consent of Halvorson Trane. Subject to the foregoing, this Agreement
benefit of the parties hereto and their permitted successors and assigns.
Except as provided for Service Fee adjustments, no modifications,
additions or changes may be made to this Agreement except in a writing
signed by both parties. This Agreement may be executed in several
counterparts, each of which when executed shall be deemed to be an
original, but all together shall constitute but one and the same Agreement.
A fully executed facsimile copy hereof or the several counterparts shall
suffice as an original. Halvorson Trane reserves the right to change the
terms and conditions herein at any time upon written notice to Customer
provided at least thirty days prior to the effective date of such changes.
17. U.S. Govemment Work. The following provision applies only to direct
sales by Halvorson Trane to the US Government. The Parties
acknowledge that all items or services ordered and delivered under this
Agreement / Purchase Order are Commercial Items as defined under Part
12 of the Federal Acquisition Regulation (FAR). In particular, Halvorson
Traria agrees to be bound only by those Federal contracting clauses that
apply to 'commercial" suppliers and that are contained in FAR 52.212-
5(e)(1). Halvorson Trane complies with 52.219-8 or 52.219-9 in its service
and installation contracting business. The following provision applies only
to indirect sales by Halvorson Trane to the US Government As a
Commercial Item Subcontractor, Halvorson Trane accepts only the
following mandatory flow down provisions: 52.219-8; 52.222-26; 52.222-
35; 52.222-36; 52.222-39; 52.247-64. If the Work is in connection with a
U.S. Govemment contract, Customer certifies that it has provided and will
provide current, accurate, and complete information, representations and
certifications to all government officials, including but not limited to the
contracting officer and officials of the Small Business Administration, on all
matters related to the prime contract, including but not limited to all aspects
of its ownership, eligibility, and performance. Anything herein
notwithstanding, Halvorson Trane will have no obligations to Customer
unless and until Customer provides Halvorson Trane with a true, correct
and complete executed copy of the prime contract Upon request,
Customer will provide copies to Halvorson Trane of all requested written
communications with any govemment official related to the prime contract
prior to or concurrent with the execution thereof, including but not limited to
any communications related to Customer's ownership, eligibility or
performance of the prime contract. Customer will obtain written
authorization and approval from Halvorson Trane prior to providing any
govemment official any Information about Halvorson Trane's performance
of the work that is the subject of this offer or agreement, other than this
written offer or agreement.
End of the Agreement
Page 9 of 23 Service Agreement
Scheduled Review Tasks:
O Confirm appropriate software versioning, anti-virus, anti -spy ware, and other general system
maintenance routines are appropriate and functioning. Inform owner if newer software versions are
available for upgrade.
Install latest Service Packs and Software Versions as appropriate.
Visually inspect all computers and monitors for capacity, operation and damage.
Confirm extemal communications capabilities if equipped.
Update graphics/Make minor graphics changes and updates as required.
Make minor adjustments.
Delete old unused trends
Release unnecessary overrides.
Back-up system data (databases, graphics, event logs) and give to system operator for safe storage.
Store one backup on-site and another backup to be stored on Halvorson Trane server.
00000000
BAS -931 Scope of Work
Building Control Unit
The Trane Building Control Unit (BCU) is at the heart of the Trane family of building automation controllers. The
BCU coordinates communications between all of the individual unit controllers throughout the building,
maintains trend records and alarms, and provides system level integration and optimization for groups of
equipment. The BCU evaluation allows the Trane technician to check out all aspects of operation of the BCU
including firmware and software versions, volatile and non-volatile memory capacities and communications with
all devices listed on the riser diagram. Transmit and receive activity will be checked to verify proper operation
and processor idle time will be recorded.
This is one of the most critical reviews since the BCU is typically controlling and coordinating the majority of
building operations. By performing this review the Trane Building Services technician will ensure that all
aspects of the building are coordinating and communicating properly.
This review can reduce energy and maintenance costs by ensuring that all equipment is operating in an
optimized fashion and has not failed back to 'default' states. In addition, by confirming that trends and alarms
are being properly collected, this review ensures that all the information necessary to run a trouble-free building
with a minimum of troubleshooting effort is being gathered. As appropriate for each visit, Trane's Building
Services technician will review and record the following items:
Scheduled Review Tasks:
O Confirm software version.
O Review device communications history logs and events..
O Inspect device cabinet and circuit boards for physical or electrical damage.
O Check power supply input and output voltages. Validate appropriate electrical grounding.
O Complete checkout of the Building Control Unit including:
a) Check LED indications to verify proper operation of BCU transmit/receive activity.
b) Check communication link wiring trunks and check for possible error code indications.
c) Cycle BCU power to initiate self -test diagnostic. Monitor sequencing for proper self -test displays of
error code indications.
d) Remove excessive dust from heat sink surfaces.
e) Verify the proper operation of critical control processes and points associated with this unit and
make adjustments if necessary.
f) Check volatile memory available.
g) Check non-volatile memory available.
h) Check processor idle time.
I) Dump the BCU system diagnostic array and analyze.
j) Run the BCU mini -monitor for each BCU to check for any error statements and/or codes.
k) Run BCU commission report. A copy will be handed over to owner at completion of the inspection.
O Provide a written report outlining findings and any recommendations.
1. Check the response and calibration of valves and dampers in the system.
2. Verify the sequence of operation. Notify the owner of any recommended changes.
3. Backup the system configuration.
4. Report to the owner's representative any repairs needed or any problems identified.
BAS -932 Scope of Work
Programmable Unit Controllers
The Trane programmable controller is part of the Trane family of building automation controllers used to monitor
and control operation of miscellaneous or customized pieces of equipment. A sophisticated computer based
device, the programmable controller is configured with various input and output modules custom selected to the
application and the equipment it is controlling. With its completely customizable programming capabilities, the
controller is tailored to meet the needs of non -standardized equipment and systems. The programmable
controller's standalone capabilities allow it to continue to operate the associated equipment with default
setpoints even upon loss of communications with other building controllers.
By conducting a regular maintenance review of the programmable controller, the Trane Building Services
technician ensures that it contains the most up-to-date software and firmware, contains the appropriate
customized routines, has not suffered any physical or electrical/electronic damage, and is continuing to operate
the equipment in an appropriate manner.
This review helps ensure that the equipment is operating as intended, helping to minimize comfort complaints.
The review will also allow the equipment to operate at the most energy efficient levels while also minimizing
equipment maintenance. In addition, by confirming the standalone capabilities of these devices, this controller
will be capable of providing comfort levels within the building even should communications to the BCU or other
devices fail, thus minimizing unscheduled downtime and complaints.
Scheduled Review Tasks:
O Review device communications history logs and events.
O Review device fault history logs and events.
O Confirm software version.
O Review locally programmed data and setpoints for appropriateness.
O Review sequence of operation, notify owner of any recommended changes or improvements.
O Backup locally programmed data.
O Release any unnecessary overrides, verify with owner.
O Inspect device cabinet and circuit boards for physical or electrical damage.
O Calibrate any relative humidity or CO2 sensors associated with the system.
O Calibrate outdoor air temperature and system temperatures associated with the system.
O Provide a written report outlining findings and any recommendations.
BAS -933 Scope of Work
Configurable Unit Controller
The Trane configurable unit controller is part of the Trane family of building automation controllers utilized to
monitor and control operation of individual pieces of HVAC equipment. A sophisticated computer based device,
the controller is configured with various input and output modules dedicated to the equipment it is controlling.
The configurable controller's standalone capabilities allow it to continue to operate the associated equipment
with default setpoints even upon loss of communications with other building controllers.
By conducting a regular maintenance review of the configurable controller, the Trane Building Services
technician ensures that it contains the most up to date software and firmware, has not suffered any physical or
electrical/electronic damage, and is continuing to operate the equipment in an appropriate manner.
This review helps ensure that the equipment is operating as intended, helping to minimize comfort complaints.
The review will also allow the equipment to operate at the most energy efficient levels while also minimizing
equipment maintenance. In addition, by confirming the standalone capabilities of these devices, this controller
will be capable of providing comfort levels within the building even should communications to the BCU or other
devices fail, thus minimizing any unscheduled downtime and loss of comfort.
Scheduled Review Tasks:
O Review device communications history logs and events.
O Review device fault history logs and events.
O Confirm software version.
O Review locally programmed configuration and setpoints for appropriateness.
O Update standard graphic as appropriate.
O Backup the controller configuration.
O Inspect device cabinet and circuit boards for physical or electrical damage if any issues are detected
from the workstation.
O Provide a written report outlining findings and any recommendations.
BAS -950 Scope of Work
Air Handling Unit Review
Built-up air handling units are a critical component in providing comfort to conditioned spaces. Consisting of a
variety of fans, filters, heating and cooling coils, humidifying and de -humidifying apparatus, volume and speed
control, outside and exhaust air assemblies, and other devices, air handling units are complex assemblies
responsible for conditioning the air and delivering it to various spaces. With such a wide variety of equipment
involved, control of the unit can become complex and critical for proper operation.
Proper maintenance of the air handler unit controls is important to efficient and reliable system operation. A
review of the air handler controls not only involves a check of the performance of the unit controls, but also of
the system strategies that allow you to operate your facility in an energy-efficient manner while also maintaining
occupant comfort.
As part of this maintenance package, a Trane Building Services technician will review both the electronic and
physical components of the air handling unit control system, along with the operating sequences, setpoints,
limits, alarms and trend logging. Each air handling unit's input sensors (temperature, humidity, pressure, airflow,
etc.), and end devices (valves, dampers, relays, variable outputs, etc.) will be checked and operation verified.
By validating that sensors are accurately calibrated, mechanical devices stroke through their full range of
operation, control routines are appropriate, and safety limits, alarms and data logging are in place, the Trane
Building Services technician can help ensure that the system is operating with the lowest energy consumption
while still meeting comfort requirements. Proper operation will also minimize any maintenance costs due to
abnormal wear and tear on the unit. This review will specifically include, as application to each unit versus the
specified sequence of operations:
o Time -of -Day and After -Hours Override Control
o Temperature and Humidity Control
o Temperature and Humidity Reset schedule(s)
o Outside Air/Economizer Control
o Static/Building Pressurization Control
o Energy Management Control
o Setpoint(s)
o Trends, Run Time Monitoring and Alarms
Scheduled Review Tasks:
O Verify all control board modules are functional and communicating.'
O Verify that system setpoints, schedules, reset routines, etc. are appropriate.
O Verify that the applicable system control strategies are functioning correctly.
O Check alarms and trend logs for failures or unusual activity.
O Verify operation of input sensors and devices.
O Verify operation of motors, valves, dampers, and actuators.
O Inspect controllers, sensors, end devices, interconnecting cables and electrical connections.
O Make minor adjustments.
O Provide a written report outlining findings and any recommendations.
BAS -951 Scope of Work
Rooftop Unit Review
Rooftop units are a critical component of any HVAC system providing comfort to conditioned spaces.
Consisting of compressors, condensers, fans, filters, heating and cooling coils, outside and exhaust air
assemblies, and other devices, rooftop units are complete assemblies responsible for conditioning the air
delivered to various spaces. With such a wide variety of mechanical devices involved, control of the unit can
become complex and critical for proper operation.
Proper maintenance is critical to efficient and reliable system operation. A review of the rooftop unit controls not
only involves a check of the performance of the unit controls, but also of the system strategies that allow you to
operate your facility in an energy efficient manner while also maintaining occupant comfort.
As part of this maintenance package, a Trane Building Services technician will review both the electronic and
physical components of the Rooftop Unit control system, along with the operating sequences, setpoints, limits,
alarms and trend logging. Each Rooftop Unit's input sensors (temperature, humidity, pressure, airflow, etc...),
and end devices (valves, dampers, relays, variable outputs, etc.) will be checked and operation verified.
By validating that sensors are accurately calibrated, mechanical devices stroke through their full range of
operation, control routines are appropriate, and safety limits, alarms and data logging are in place, the
technician can help ensure that the system is operating with the lowest energy consumption while meeting
comfort requirements. Proper operation will also minimize any maintenance costs due to abnormal wear and
tear on the unit. This review will specifically include, where appropriate within the scheduled sequence of
operation:
o Time of Day and After -Hours Override Control
o Temperature and Humidity Control
o Temperature and Humidity Reset schedule(s)
o Outside Air/Economizer Control
o Static/Building Pressurization Control
o Other Energy Management Control Routines
o Setpoint(s)
o Trends, Run Time Monitoring and Alarms
Scheduled Review Tasks:
O Verify all control board modules are functional and communicating.
O Verify operation of input sensors and devices.
O Verify operation of compressors, motors, valves, dampers, and actuators.
O Verify that the applicable system control strategies are functioning correctly.
O Verify that system setpoints, schedules, reset routines, etc. are appropriate.
O Check alarms and trend Togs for failures or unusual activity.
O Inspect interconnecting cables and electrical connections.
O Provide a written report outlining findings and any recommendations.
BAS -956 Scope of Work
Variable Air Volume Terminal Units
Control of the VAV unit air volume is critical to space comfort. With too much air, delivered spaces can become
over -cooled and uncomfortable. Too much air can also result in high noise areas and starve other zones of
available air. With too little air spaces can become stuffy and uncomfortably warm. A review of the VAV system
not only involves a check of the performance of the VAV unit controls, but also of the system strategies that
allow you to operate your facility in an energy-efficient manner while also maintaining occupant comfort
As part of this maintenance package, a qualified Trane Building Services technician will review both the
electronic and physical components of the VAV control system, along with the operating sequences, setpoints,
limits, alarms and trend logging. By validating that all sensors are accurately calibrated, mechanical devices
stroke through their full range of operation, control routines are appropriate, and safety limits, alarms and data
logging are in place, the technician can help ensure that the system is operating with the lowest energy
consumption and noise levels while meeting comfort requirements. This review will specifically include, where
appropriate within the scheduled sequence of operation:
o Setpoint(s)
o Temperature Control
o Air Volume Control
o Auxiliary Fan and Reheat Control
o Time of Day and After -Hours Override Control
o Reset schedule(s)
o Other Energy Management Control
Scheduled Review Tasks:
O Verify all control board modules are functional and communicating.
O Verify that the applicable system control strategies are functioning correctly.
O Verify that system setpoints, schedules, reset routines, etc... are appropriate.
O Check alarms and trend logs for failures or unusual activity.
O Verify operation of input sensors and devices, motors, valves, dampers, and actuators by evaluating the
controller from the workstation
O Provide a written report outlining findings and any recommendations.
BAS -960 Scope of Work
Fan Coil Unit System Review
Control of the fan coil is critical to space comfort as the fan coil ultimately determines when and how much to
run to maintain space temperature setpoints. A review of the fan coil units not only involves a check of the
performance of the fan coil unit controls, but also of the system strategies that allow you to operate your facility
in an energy-efficient manner while also maintaining occupant comfort.
As part of this maintenance package, a qualified Trane Building Services technician will review both the
electronic and physical components of the fan coil control system, along with the operating sequences,
setpoints, limits, alarms and trend logging. By validating that all sensors are accurately calibrated, mechanical
devices stroke through their full range of operation, control routines are appropriate, and safety limits, alarms
and data logging are in place, the technician can help ensure that the system is operating with the lowest energy
consumption while still meeting comfort requirements. This review will specifically include, where appropriate
within the scheduled sequence of operation:
o Setpoint(s)
o Temperature Control
o Air Volume Control
o Reheat Control
o Time of Day and After -Hours Override Control
o Reset schedule(s)
o Energy Management Control
Scheduled Review Tasks:
O Verify all control board modules are functional and communicating.
O Verify that system setpoints, schedules, reset routines, etc. are appropriate.
O Verify that the applicable system control strategies are functioning correctly.
O Check alarms and trend logs for failures or unusual activity.
O Verify operation of input sensors and devices.
O Verify operation of motors, valves, dampers, and actuators by evaluating the controller from the
workstation.
O Provide a written report outlining findings and any recommendations.
BAS -970 Scope of Work
Time -of -Day Scheduling
Time -of -day scheduling is one of the simplest, yet most important energy-saving strategies. This strategy works
by scheduling the use of all areas of a building based on time of day, ensuring that equipment runs only when it
is needed. Time -of -day schedules can also be used to keep equipment running at minimal energy -use levels on
weekends and holidays, creating schedules for special one-time occasions, or even changing setpoints at
specific times of day.
Time -of -day scheduling allows the building operator to schedule various components of the HVAC system
based on the typical usage of the facility. This strategy conserves fan power, minimizes ventilation heating and
cooling, and reduces heat gains and losses through exterior surfaces. Being able to control equipment for
unoccupied periods allows building temperatures to be set up or set back, outside air to be eliminated or greatly
reduced, and fans to be shut off or put in an automatic mode to cycle when needed.
Periodic review of the time -of -day schedules allows for the opportunity to restore schedules that have been
inadvertently modified or to make schedule changes to accommodate changing uses of a facility. The review
will help ensure that only the portions of the facility that require conditioning are actually receiving it. This review
will specifically include, where appropriate within the scheduled sequence of operation:
Scheduled Review Tasks:
O Review operating logs to check for system stability, capacity adjustment, and ability to control.
O Review normal system schedules, zoning, and modes.
O Review holiday and special event calendars.
O Review system overrides.
O Make minor adjustments.
O Provide a written report outlining findings and any recommendations.
BAS -971 Scope of Work
Optimal Start/Stop Review
Optimal start/stop is an enhancement over the traditional use of time -of -day scheduling. With time -of -day
scheduling, building equipment is started and stopped at predetermined times to ensure that the building is
comfortable when occupants arrive, and shuts down when no longer needed. Typically, the start and stop times
are set based on 'worst case' scenarios to ensure that the building is always ready to be occupied no matter
what the outside conditions. This can result in wasted energy and unnecessary equipment run time on days
when demand conditions are not at their greatest.
Optimal start/stop (OSS) takes time -of -day scheduling a step further. Rather than scheduling when the
equipment is to start or stop, OSS schedules when the space needs to be comfortable. The building control
system then continuously monitors inside and outdoor conditions, and with a historical record of equipment
capacities determines the latest possible time to start to still meet the comfort objectives (or the earliest time to
shut down and keep the building comfortable until occupants leave). Requiring a variety of sensor readings and
calculations, OSS is a sophisticated control routine that requires regular monitoring and review.
By delaying the start time to the latest possible, and advancing the stop time to the earliest possible, OSS saves
money both through energy costs and by reducing the maintenance required. This review will specifically
include, where appropriate within the scheduled sequence of operation:
Scheduled Review Tasks:
O Review OSS system schedules, zoning, and modes.
O Review operating Togs to check for system stability, capacity adjustment, and ability to control.
O Make minor adjustments.
O Provide a written report outlining findings and any recommendations.
BAS -974 Scope of Work
Static Pressure Optimization Review
During the design process, the worst case requirements for comfort demands of a VAV system are calculated
and a static pressure setpoint is calculated to meet that maximum demand requirement. The system is then set
to maintain this setpoint at all times. This ensures that the air handler will always be set to deliver enough
capacity to meet that highest demand requirement, thus preventing 'hot calls' and other comfort disruptions.
The reality is that most systems rarely need to operate at that highest capacity level. This means that most of
the time the air handler unit is operating at a higher level than required for the actual space comfort demands,
causing wasted energy, increased system noise and possibly increased wear on the system components.
By optimizing the static pressure control, your Trane building automation system uses the power of information
gathered from the actual space to determine the static pressure required. At times of lowered demand, the air
handler unit static pressure setpoint is automatically lowered — since full capacity is not required. By lowering
this setpoint less energy is required, noise levels decrease, and system wear is minimized. Conversely, as
space comfort demand increases, the system automatically increases the static pressure to the minimum level
required to meet the actual comfort requirements. This ensures that even as the space comfort load increases
the air handler will be able to supply the capacity to meet the demand.
Optimization requires sophisticated system monitoring and programming. Not only must the system control the
system static pressure accurately, but also analyze the space requirements from each variable air volume box,
and adjust the static pressure setpoints appropriately. Combining this information the system is able to
calculate the lowest required static pressure setpoint while also ensuring that all space demand requirements
are met. Through this optimization you get the benefits of the least possible energy consumption along with the
assurance that the system will always be automatically brought up to capacity to meet the greatest space
demand requirements.
As part of this maintenance package, a Trane Building Services technician will review the optimization routines,
data gathering processes, limits, alarms and trend logging. By validating that all gathered data is accurate and
reset algorithms are operating properly, the technician can help ensure that the system is operating with the
lowest energy consumption, but is still capable of meeting comfort requirements. This review will specifically
include, where appropriate within the scheduled sequence of operation:
Scheduled Review Tasks:
O If all components for Static Pressure Optimization are in place, setup and checkout static pressure
optimization routine for all VAV systems (if applicable.)
O Review operating logs to check for system stability, capacity adjustment, and ability to control.
O Review system operating programming sequences, alarm settings, trend logging and safety interlocks
and routines.
O Validate system setpoints and reset routines.
O Make minor adjustments.
O Provide a written report outlining findings and any recommendations.
BAS -975 Scope of Work
Ventilation Control Review
Ventilation control is another aspect of achieving occupant comfort. Maintaining proper fresh air levels is critical
to not only occupant comfort, but is also involved in preventing the build up of undesirable waste gases within a
facility.
Proper ventilation control involves exchanging the old stale or contaminated air in a facility with fresh outside air.
Since considerable energy can be required to bring fresh outside air into the building, as well as conditioning it
for occupant comfort, it is important that only the right quantity be brought in at any time. In addition to insuring
the right setpoints are maintained, the control system must also ensure that the control algorithms operate the
equipment in a stable fashion without hunting and short -cycling and also include limits to make sure that the
equipment is not operated in a potentially damaging manner. Of particular importance is coordinating different
pieces of equipment within the facility. Since ventilation control frequently requires that one piece of equipment
bring in the outside air while another exhausts the stale air, it is important to coordinate the operation of these
separate items together. Significant amounts of energy can be wasted, and equipment maintenance increased
if system operation is not carefully coordinated and controlled.
Periodic review of the ventilation control routines allows for the opportunity to restore setpoints that have been
inadvertently modified or to make tuning and limit changes to accommodate changes in the operating
characteristics of a facility, and to validate proper operation of interlocked equipment. The review will help
ensure that the ventilation control systems consume only the minimum amount of energy required to maintain
comfort levels.
As part of this maintenance package, a Trane Building Services technician will review the control routines, data
gathering processes, limits, alarms and trend logging. By validating that all gathered data is accurate and
control algorithms are operating properly, the technician can help ensure that the system is operating with the
lowest energy consumption, but is still capable of meeting comfort requirements. This review will specifically
include, where appropriate within the scheduled sequence of operation:
Scheduled Review Tasks:
O Review operating logs to check for system stability, capacity adjustment, and ability to control.
O Review system operating programming sequences, alarm settings, trend logging and operating and
safety interlocks and routines.
O Validate system setpoints and reset routines.
O Make minor adjustments.
O Provide a written report outlining findings and any recommendations
BAS -978 Scope of Work
Air -Side Economizer Control
Modem buildings are constructed with more insulation and a tighter envelope then buildings of just a few years
ago. Between this 'tighter' building, the fluorescent lighting, and increased loads from having computers on
every desk, tremendous amounts of heat are generated intemally that must be removed from the building to
maintain comfort. Surprisingly, many modem buildings require significant intemal cooling, even when outside
temperatures are what many would consider to be chilly.
Economizer control is a method of using outside air as a source of cooling instead of mechanical conditioning of
the air. To implement economizer control, the building automation system measures the intemal cooling
requirements and the conditions of the outside air to determine if outside air can be used to assist in cooling the
building without the need for more expensive mechanical cooling. A well -implemented economizer control can
also include the measurement of both the internal and extemal humidity, since moisture in the air constitutes a
significant part of its total heat. Economizer control can be utilized on a wide variety of airside equipment,
including Air Handling units and Rooftop Units.
In addition, the control system must also determine what to do with any outside air that is brought into the
building. All the air brought in must be given the opportunity to leave in a controlled fashion, rather than simply
'blowing the doors open' in an effort to equalize the pressures.
As part of this maintenance package, a qualified Trane Building Services technicianwill review both the
electronic and physical components of the Economizer control system, along with the operating sequences,
setpoints, limits, alarms and trend logging. By validating that all sensors are accurately calibrated, mechanical
devices stroke through their full range of operation, control routines are appropriate, and safety limits, alarms
and data logging are in place, the technician can help ensure that the system is operating with the lowest energy
consumption while still meeting comfort requirements. This review will specifically include, where appropriate
within the scheduled sequence of operation:
o Setpoint(s)
o Temperature and Humidity Control
o Exhaust Air and Building Pressurization Control
Economizer control allows the system to take advantage of outside air instead of conditioning the air through
mechanical means. This can save substantial amounts of energy as well as decrease equipment runtimes. By
ensuring that the equipment and control system are currently configured for economizer operation, the Trane
technician can ensure that this energy saving strategy is operating properly.
Scheduled Review Tasks:
O Review system operating programming sequences, alarm settings, trend logging and safety interlocks
and routines.
O Validate system setpoints and reset routines.
O Validate that the appropriate equipment is configured for economizer operation and working properly.
O Make minor adjustments.
O Review system to determine if ventilation optimization or ventilation reset routines could be implemented
(Level 1).
O Provide a written report outlining findings and any recommendations
BAS -979 Scope of Work
Chilled Water System
To provide cooling to a building, heat must be transferred from inside the building to the outside. The chilled
water system is responsible for moving the heat. By transferring heat from the chilled water, the chillers then
move that heat to the outside either through air-cooled condensers or a cooling tower system. To move the
heat efficiently, a series of chillers, pumps, motor speed controllers, control valves, cooling towers, condensers
or various other pieces of equipment must operate in concert. By carefully coordinating the operation of each of
these pieces of equipment, the control system selects the most efficient combination of capacities and
equipment to meet the minimal needs of the building. By operating only the minimal equipment required, the
chilled water system ensures that sufficient cooling is provided to maintain comfort without wasting energy, but
also to minimize maintenance costs by operating only the equipment that is required.
In order to assure effective environmental conditioning while minimizing the cost to operate and maintain the
equipment, the Trane Building Services technician will review operating sequences, practices and setpoints for
the chilled water system. An initial survey of current equipment operating parameters and capabilities will be
conducted during the cooling season, along with a regular review and tune-up as scheduled.
The facility will reduce operating costs by minimizing the cooling generated to the lowest acceptable levels. By
regularly reviewing both the initial setup and the on-going operation of the Chilled Water System, the system will
continue to operate at the lowest possible energy and maintenance costs. As equipment ages and operating
practices change, regular reviews and adjustments will ensure that the system continues to operate at the
lowest possible costs while providing all the comfort required. This review will specifically include, as application
to each system versus the specified sequence of operations:
o Interlocks to Air Handling Units, Fan Coils and other supplied equipment
o Temperature, sequencing and capacity control
o Setpoint(s)
o Temperature Reset Schedule(s)
o Other Energy Management Control
o Trends, Run Time Monitoring and Alarms
Scheduled Review Tasks:
O Verify all control board modules are functional and communicating.
O Verify that the applicable system control strategies are functioning correctly.
O Verify that system setpoints, schedules, reset routines, etc. are appropriate.
O Check alarms and trend logs for failures or unusual activity.
O Verify operation of input sensors and devices.
O Verify operation of motors, valves, dampers, and actuators.
O Inspect interconnecting cables and electrical connections.
O Make minor adjustments.
O Provide a written report outlining findings and any recommendations.
BAS -984 Scope of Work
Hot Water System
In order to heat a building, heat must be generated and then moved from one place to another within the
building. The hot water system is responsible for doing just this. To generate the heat, a boiler system is used.
To move the heat efficiently, a series of pumps, motor speed controllers, control valves, or various other pieces
of equipment must operate together. By carefully coordinating the operation of these pieces of equipment, the
control system selects the most efficient combination of capacities and equipment to meet the minimal needs of
the building. By operating only the minimal equipment required, the hot water system ensures that sufficient
heating is provided to maintain comfort without wasting energy, and to minimize maintenance costs by operating
only the equipment that is required at a given point in time.
To assure effective environmental conditioning while minimizing the cost to operate and maintain the equipment,
the Trane Building Services technician will review operating sequences, practices and setpoints for the hot
water system. An initial survey of current equipment operating parameters and capabilities will be conducted
during the cooling season, along with a regular review and tune-up as scheduled.
By regularly reviewing both the initial setup and the ongoing operation of the hot water system, the system will
continue to operate at the lowest possible energy and maintenance costs. As equipment ages and operating
practices change, regular reviews and adjustments will ensure that the system continues to operate at the
lowest possible costs while providing all the comfort required. This review will specifically include, where
appropriate within the scheduled sequence of operation:
o Interlocks to Air Handling Units, Fan Coils and other supplied equipment
o Temperature, sequencing and capacity control
o Setpoint(s), Temperature Reset Schedule(s)
o Other Energy Management Control
o Trends, Run Time Monitoring and Alarms
Scheduled Review Tasks:
O Verify all control board modules are functional and communicating.
O Verify that the applicable system control strategies are functioning correctly.
O Verify that system setpoints, schedules, reset routines, etc. are appropriate.
O Check alarms and trend logs for failures or unusual activity.
O Verify operation of input sensors and devices.
O Verify operation of motors, valves, dampers, and actuators.
O Inspect interconnecting cables and electrical connections.
O Make minor adjustments.
O Provide a written report outlining findings and any recommendations.
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Opp Id: 2013-005
Halvorson Trane
Building Comfort Solutions
HALVORSON TRANE BAS SERVICE AGREEMENT
Executive Summary
Thank you for choosing Trane Building Services as your building automation support partner. We are
committed to working with you to ensure your building serves the needs of your organization. The details of that
commitment are in the following pages.
This Trane Service Agreement will provide planned maintenance and repair for your building automation
systems as specified in the scope of the agreement. The agreement assures that factory recommended
services are executed on scheduled intervals, while also allowing you to accurately budget repairs to maintain
peak performance. With repairs included in your annual planned maintenance, the agreement should help you
minimize unplanned down time and unexpected expense.
Additionally, as a Trane customer you can count on:
El Priority Response — as a Trane Service Agreement customer you will
have service priority, above time and materials customers.
B Advanced Diagnostics — Trane applications and technologies equip
technicians to analyze system performance and make actionable
service recommendations.
ET Trane OEM Service Delivery — ensures the right services are
completely and consistently performed to keep your equipment running
efficiently and reliably. Software versions and service packs will be kept
current on all workstations and servers.
B Dedicated Trane Service Team — a local service team consisting of a
Service Coordinator, one or more Service Technicians and an Account
Manager, all of whom will be familiar with your service requirements,
your HVAC equipment and your facility.
Documentation - Work performed on your building automation system will be documented by the technician
and reviewed with you at the completion of each visit.
Operational System Optimization - Trane Technicians will review operating sequences and practices for the
equipment and systems covered by this agreement and advise you of operational improvement opportunities.
Preferred Contract Holders Incentive
All repair parts purchased outside of the contract scope will be billed at 80% of our standard charges.
The agreement is structured so that you can plan and budget annually for maintenance. The annual fee for the
services outlined within the agreement is $ 5,825.00 for the 1 -year contract period (if all of the 50 hours of the
"block of hours" time is utilized). All additional information related to the terms and conditions of the agreement
are outlined section two, titled "The Agreement."
WE VALUE THE CONFIDENCE YOU HAVE PLACED IN HALVORSON TRANE AND LOOK FORWARD TO WORKING WITH YOU.
Page 2 of 23 Service Agreement
Opp Id: 2013-005
Halvorson Trane
Building Comfort Solutions
HALVORSON TRANE BAS SERVICE AGREEMENT
Added Value
Proper maintenance can save an estimated 12-18%* of your budget compared to a run -to -fail approach.
A Trane Select Service Agreement is structured to help you capture those savings.
Research has shown that regular maintenance can:
Cut unexpected breakdowns by
Reduce downtime by
Lower equipment repairs and maintenance costs by
Reduce energy consumption by
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In addition to financial value, when you partner with Trane you can expect:
0 Dependability and Consistency
Assigned Service Team - Your service team will consist of our professional Service Coordinator, Service
Technicians, and Account Manager with extensive HVAC experience. Our technicians have a thorough
understanding of controls, heating, refrigeration, and airside systems.
Priority Response — Allen Hospital will receive preferred service status. Priority Emergency Response is
available on a 24 -hour -per -day basis.
t 7 Knowledge Transfer
Documentation - Work performed on your equipment will be documented by the technician and reviewed with
you at the completion of each visit.
Operational System Optimization - Trane Technicians will review operating sequences and practices for the
equipment covered by the agreement and advise you of operational improvement opportunities.
Page 3 of 23 Service Agreement