Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Johnson Controls Inc. Cooperative Purchase Agreement 3-1-24
COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE _. by and between CITY OF FRESNO, a California municipal corporation (City), and JOHNSON CONTROLS, INC., a Wisconsin Corporation (Vendor). AGREEMENT NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and promises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows: 1. The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell, Minnesota (PIGGYBACK SOURCEWELL; CONTRACT #070121). The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Sourcewell, Minnesota (PIGGYBACK SOURCEWELL; CONTRACT #070121) (Original Government Contract). 2. Vendor’s Obligation. Vendor shall provide those services and carry out that work described in Exhibit C – City of Fresno Proposal and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. Failure to make payments of undisputed amounts when due will give Vendor the right to: (i) to stop performing any Services, withhold deliveries of Equipment and other materials, terminate or suspend software licenses, require go-forward cash in advance payment and/or terminate this Agreement; and (ii) charge the City interest on the amounts unpaid at a rate equal to the lesser of one and half (1.5) percent per month or the maximum rate permitted under applicable law, until payment is made in full. 3. City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B, subject to all the terms and condition contained or incorporated herein 4. Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: John Turnipseed 5607 W. Jensen Ave. Fresno, CA 93706 Phone: (559) 621-5295 FAX: (559) 457-1595 DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 3/1/2024 c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and dut8ies hereunder shall be Fresno County, California. d)Waiver of Consequential Damages. IN NO EVENT, WHETHER IN CONTRACT, TORT OR OTHERWISE (INCLUDING BREACH OF WARRANTY, NEGLIGENCE, PRODUCT LIABILITY AND STRICT LIABILITY IN TORT), WILL VENDOR BE LIABLE TO THE CITY (DIRECTLY OR INDIRECTLY) UNDER ANY CAUSE OF ACTION OR THEORY OF LIABILITY ARISING FROM, RELATING TO, OR IN CONNECTION WITH THIS AGREEMENT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, FOR ANY: (A) SPECIAL, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, OR INDIRECT DAMAGES; (B) LOST PROFITS, REVENUES, DATA, CUSTOMER OPPORTUNITIES, BUSINESS, ANTICIPATED SAVINGS, OR GOODWILL; (C) BUSINESS INTERRUPTION; OR (D) DATA LOSS OR OTHER LOSSES ARISING FROM VIRUSES, RANSOMWARE, CYBERATTACKS OR FAILURES OR INTERRUPTIONS TO NETWORK SYSTEMS. e)All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 -3- IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, the day and year first above written. CITY OF FRESNO, a California municipal corporation By: Melissa Perales Purchasing Manager JOHNSON CONTROLS, INC., a Wisconsin Corporation By: Name: APPROVED AS TO FORM: ANDREW JANZ City Attorney By:______________________________ Angela M. Karst Date Senior Deputy City Attorney By: James E. Jackson Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Deputy Addresses: CITY City of Fresno Attention: James E. Jackson 2101 G. Street; Bldg. A Fresno, CA 93706 Phone: (559) 621-1165 E-mail: James.Jackson2@fresno.gov Vendor: Johnson Controls, Inc. Attention: Robert Rogers 103 Woodmere Road; Ste110 Folsom, CA 95630 Phone: (916) 936-6736 E-mail: Robert.Alan.Rogers@jci.com Attachments: Exhibit A - Invitation for Bids Exhibit B - Original Government Contract Exhibit C - Johnson Controls CoF Proposal Exhibit D - City's Insurance and Indemnity FIN-S Cooperative Purchase Agreement (07-2023) DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Controller 2/29/2024 James Pipes Robert Rogers Branch Service Manager 2/29/2024 3/1/2024 3/1/2024 3/1/2024 3/5/2024 EXHIBIT A Invitation for Bids DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 1 RFP #070121 REQUEST FOR PROPOSALS for HVAC Systems and Related Services Proposal Due Date: July 1, 2021, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for HVAC Systems and Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than July 1, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: May 13, 2021 Pre-proposal Conference: June 3, 2021, 10:00 a.m., Central Time Question Submission Deadline: June 24, 2021, 4:30 p.m., Central Time Proposal Due Date: July 1, 2021, 4:30 p.m., Central Time Late responses will not be considered. Opening: July 1, 2021, 6:30 p.m., Central Time See RFP Section V.G. “Opening” DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 2 I.ABOUT SOURCEWELL A.SOURCEWELL Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative purchasing solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative purchasing provides participating entities and suppliers increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted suppliers’ potential pool of end users. Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B.USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: •Federal and state government entities; •Cities, towns, and counties/parishes; •Education service cooperatives; •K-12 and higher education entities; •Tribal government entities; •Some nonprofit entities; and •Other public entities. In Canada, Sourcewell’s contracts are available for use by: •Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; •Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; •Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 3 •Members of the Rural Municipalities of Alberta (RMA) and their represented Associations: MASH (municipalities, academic institutions, schools and hospitals) and MUSH (municipalities, universities, schools and hospitals) sectors, and other governmental agencies eligible to use the Sourcewell contracts. MASH and MUSH sector refers to regional, local, district or other forms of municipal government, school boards, publicly-funded academic, health and social service entities, as well as any corporation or entity owned or controlled by one or more of the preceding entities, including but not limited to represented associations, Saskatchewan Association of Rural Municipalities ("SARM"), Association of Manitoba Municipalities ("AMM"), Local Authorities Services/Association of Municipalities Ontario ("LAS/AMO", excluding the cities of Toronto and Ottawa), Nova Scotia Federation of Municipalities (“NSFM”), Federation of Prince Edward Island Municipalities (“FPEIM”), Municipalities Newfoundland Labrador (“MNL”), Union of New Brunswick Municipalities (“UNBM”), North West Territories Association of Communities ("NWTAC") and their members. RMA Participants may include all not-for-profit agencies for Canadian provinces and territories. For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country): https://www.sourcewell-mn.gov/sourcewell-for- vendors/agency-locator. Participating Entities typically access contracted equipment, products, or services through a purchase order issued directly to the contracted supplier. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, Sourcewell broadly publishes public notice of all solicitation opportunities, including this RFP. In the United States each state-level procurement department receives notice for possible re-posting. Proof of publication will be available at the conclusion of the solicitation process. II.SOLICITATION DETAILS A.SOLUTIONS-BASED SOLICITATION This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 4 B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1. Sourcewell is seeking proposals for HVAC Systems and Related Services, including all types of heating, ventilation, air conditioning, indoor air quality, and water heating or treatment solutions, such as: a. HVAC, IAQ, and water heating or treatment infrastructure, equipment, components, products, parts, and related technology; b. Sensors, controls, thermostats, gauges, and system automation or management products and technology; and, c. Services related to the offering of the solutions described in Sections 1. a. and b. above, including installation, maintenance, repair, refurbishment, replacement, system upgrades, emergency or short-term HVAC equipment rental, assessment, integration, training, support, and customization. 2. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell: a. Commercial Kitchen Equipment, with Related Supplies and Services (RFP #091918); b. Facility MRO (Maintenance, Repair & Operations), Industrial & Building Supplies with Related Equipment, Accessories, Supplies & Services (RFP #121218); c. Ice Rink and Arena Equipment with Related Supplies and Services (RFP #120320); d. Facility Assessment and Planning with Related Services (RFP #020421); e. Facility Security Systems, Equipment, and Software with Related Services (RFP #030421); and, f. Facilities Maintenance Services (RFP #062421). Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed. Sourcewell prefers suppliers that provide a sole source of responsibility for the equipment, products, and services provided under a resulting contract If proposer is including the equipment, products, and services of its subsidiary entities, the proposer must also identify all DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 5 included subsidiaries in its proposal. If proposer requires the use of distributors, dealers, resellers, or subcontractors to provide the equipment, products, or services, the proposal must address how the equipment, products or services will be provided to Participating Entities, and describe the network of distributors, dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. C. REQUIREMENTS It is expected that proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. 1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal. 4. Delivered and operational. Unless clearly noted in the proposal, equipment and products must be delivered to the Participating Entity as operational. 5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D. ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four years, with an optional one year extension that may be offered based on the best interests of Sourcewell and its Participating Entities. E. ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $100 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 6 F.MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The proposer’s Marketing Plan should demonstrate proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as proposer’s sales and service capabilities. It is expected that proposer will promote and market any contract award. G.ADDITIONAL CONSIDERATIONS 1.Contracts will be awarded to proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. 2.Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the proposal. Sourcewell reserves the right to verify proposer’s information and may request clarification from a proposer, including samples of the proposed equipment or products. 3.Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4.A proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III.PRICING A.REQUIREMENTS All proposed pricing must be: 1.Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a.Line-item Pricing is pricing based on each individual product or services. Each line must indicate the proposer’s published “List Price,” as well as the “Contract Price.” b.Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. 2.The proposer’s not to exceed price. A not to exceed price is the highest price for which equipment, products, or services may be billed to a Participating Entity. However, it is permissible for suppliers to sell at a price that is lower than the contracted price. 3.Stated in U.S. and Canadian dollars (as applicable). DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 7 4.Clearly understandable, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the proposer. Additionally, proposers should clearly describe any unique distribution and/or delivery methods or options offered in the proposal. B.ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV.CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the proposal being disqualified from further review and evaluation. To request a modification to the template Contract, a proposer must submit the Exceptions to Terms, Conditions, or Specifications table with its proposal. Only those exceptions noted at the time of the proposal submission will be considered. Exceptions must: 1.Clearly identify the affected article and section. 2.Clearly note the requested modification; and as applicable, provide requested alternative language. Unclear requests will be automatically denied. Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded supplier for signature. If a proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 8 V. RFP PROCESS A. PRE-PROPOSAL CONFERENCE Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted in the Solicitation Schedule for this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Supplier Account. Pre-proposal conference attendance is optional. B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION All questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C. ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the proposer by checking the box for each addendum. It is the responsibility of the proposer to check for any addenda that may have been issued up to the solicitation due date and time. If an addendum is issued after a proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the proposer’s proposal status to INCOMPLETE. The proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Supplier Account. The proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Supplier Account periodically after submitting its proposal (and up to the Proposal Due Date). If the proposer’s proposal status has changed to INCOMPLETE, the proposer is solely responsible to: DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 9 i) make any required adjustments to its proposal; ii) acknowledge the addenda; and iii) ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to 24 hours to respond to certain issues. Upon successful submission of a proposal, the Sourcewell Procurement Portal will automatically generate a confirmation email to the proposer. If the proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the proposer has obtained this solicitation document from a third party, the onus is on the proposer to create a Sourcewell Procurement Portal Supplier Account and register for this solicitation opportunity. Within the Sourcewell Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the proposer to remedies available by law. E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: • In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. • Complete. A proposal will be rejected if it is conditional or incomplete. • Submitted in English. • Valid and irrevocable for 90 days following the Proposal Due Date. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 10 Any and all costs incurred in responding to this RFP will be borne by the proposer. F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a proposer may withdraw its proposal. G. OPENING The Opening of proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. To view the list of proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible proposers offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of proposers that Sourcewell determines is necessary to meet the needs of its Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: • The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. • Total evaluation scores. • The attributes of proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell has any knowledge about a specific supplier or product. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 11 B. AWARD(S) Award(s) will be made to the proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (a copy is available in the Sourcewell Procurement Portal): Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. All documents that comprise the complete protest package must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must allege a procedural, technical, or legal defect, with supporting documentation. A protest that merely requests a re-evaluation of a proposal’s content will not be entertained A protest must include the following items: • The name, address, and telephone number of the protester; • Identification of the solicitation by RFP number; • A precise statement of the relevant facts; • Identification of the alleged procedural, technical, or legal defect; • Analysis of the basis for the protest; • Any additional supporting documentation; • The original signature of the protester or its representative; and • Protest bond in the amount of $20,000 (except where prohibited by law or treaty). Protests that do not address these elements will not be reviewed. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Rev. 3/2021 Sourcewell RFP #070121 HVAC Systems and Related Services Page 12 D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract, and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the proposer may be rejected. Sourcewell reserves the right to: • Modify or cancel this RFP at any time; • Reject any and all proposals received; • Reject proposals that do not comply with the provisions of this RFP; • Select, for contracts or for discussion, a proposal other than that with the lowest cost; • Independently verify any information provided in a proposal; • Disqualify any proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; • Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; • Clarify any part of a proposal and discuss any aspect of the proposal with any proposer; and negotiate with more than one proposer; • Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and • Award a contract to one or more proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell may reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. Sourcewell will not consider the prices submitted by the proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a proposer is not considered trade secret under the statutory definition. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 5/17/2021 Addendum No. 1 Solicitation Number: RFP 070121 Solicitation Name: HVAC Systems and Related Services Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: In reference to RFP Section II. B. 1. – Requested Equipment, Products, or Services, it appears that some items within the requested equipment and products are also available under the contracts maintained by Sourcewell under Facility MRO (Maintenance, Repair & Operations), Industrial & Building Supplies with Related Equipment, Accessories, Supplies & Services (RFP #121218). Please explain the apparent contradiction with RFP Section II. B. 2. Answer 1: Each Sourcewell solicitation is separate and distinct from any previous solicitation. Sourcewell has determined that the availability of an incidental offering of HVAC supplies under contracts awarded as a result of RFP #121218 is not in conflict with RFP Section II. B. 1. – Requested Equipment, Products, and Services, in this RFP. Question 2: Is this RFP for all states and provinces or select states and provinces? Answer 2: Refer to RFP Section I. B. – Use of Resulting Contracts for additional detail on the participating entities that may access contracts awarded as a result of this RFP. End of Addendum Acknowledgement of this Addendum to RFP 070121 posted to the Sourcewell Procurement Portal on 5/17/2021, is required at the time of proposal submittal. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 5/18/2021 Addendum No. 2 Solicitation Number: RFP 070121 Solicitation Name: HVAC Systems and Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: As a follow up to Answer 1 of Addendum 1, please describe, in detail, the process you will use to evaluate a proposer’s offering as it relates to the RFP requested equipment, products, and services? Answer 1: Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in RFP Section II. B. Those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of this solicitation. Proposals are evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 070121 posted to the Sourcewell Procurement Portal on 5/18/2021, is required at the time of proposal submittal. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 5/26/2021 Addendum No. 3 Solicitation Number: RFP 070121 Solicitation Name: HVAC Systems and Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Can you please confirm the services being requested are for water treatment, service and maintenance for the HVAC systems? Answer 1: In the competitive process, Sourcewell will not pre-evaluate a proposer’s equipment, product, or services offering or advise a proposer on the content of the proposal. Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in RFP Section II. B. - Requested Equipment, Products or Services. However, only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of this solicitation. End of Addendum Acknowledgement of this Addendum to RFP 070121 posted to the Sourcewell Procurement Portal on 5/26/2021, is required at the time of proposal submittal. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 6/22/2021 Addendum No. 4 Solicitation Number: RFP 070121 Solicitation Name: HVAC Systems and Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Many commercial HVAC systems are custom in nature. How do we compile a price list for systems that will require a fully integrated design? Answer 1: In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine and propose the pricing approach that aligns with their business methods and satisfies all the requirements of RFP Article III - Pricing. Proposals are evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 070121 posted to the Sourcewell Procurement Portal on 6/22/2021, is required at the time of proposal submittal. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 EXHIBIT B Original Government Contract DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 1 Solicitation Number: RFP #070121 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Johnson Controls, Inc., 5757 North Green Bay Avenue, Milwaukee, WI 53209 (Supplier). Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for HVAC Systems and Related Services from which Supplier was awarded a contract. Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires August 12, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier. C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All rights will cease upon expiration or termination of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 2 Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new andthe current model. Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship for a period of one year for Equipment and Products and ninety days for Services. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information. 3. PRICING All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 3 returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products. B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 4 x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference. 5.PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A.PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B.PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6.PARTICIPATING ENTITY USE AND PURCHASING A.ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 5 contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B.ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Supplier will provide its standard proposal terms and conditions with specific scope for all task orders under this Contract. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be negotiateddirectly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C.SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D.TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events: 1.The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or 2.Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements. E.GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7.CUSTOMER SERVICE A.PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 6 x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B.BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information. 8.REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A.CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made). The Report must contain the following fields: x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address; x Participating Entity City; x Participating Entity State/Province; x Participating Entity Zip/Postal Code; x Participating Entity Contact Name; x Participating Entity Contact Email Address; x Participating Entity Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Supplier. B.ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 7 The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9.AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing. 10.AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A.AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B.ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. C.AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties. D.WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 8 circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties. E.CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern. F.RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11.INDEMNITY AND HOLD HARMLESS Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, to the extent resulting from negligence or willful misconduct in the performance of this Contract by the Supplier or its agents or employees for third-party injury or death to person(s) or property or caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Supplier will not be liable for indirect or consequential damages. Vendor’s liability to Sourcewell arising out of this Contract, with the exception of Supplier’s indemnification obligations under this Section, shall not exceed amounts paid or payable under this Contract. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law. 12.GOVERNMENT DATA PRACTICES Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract. 13.INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A.INTELLECTUAL PROPERTY 1.Grant of License. During the term of this Contract: a.Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 9 b.Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell. 2.Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3.Use; Quality Control. a.Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos. b.Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws. Supplier shall have the right, at its option, to: i) make the Equipment or Products non-infringing, ii) replace the infringing Equipment or Products; or (iii) on return of the Equipment or Products by Sourcewell or the Participating Entity, Supplier will refund the amounts actually paid by Sourcewell or the Participating Entity for the infringing Equipment or Products, less depreciation over a three (3) year period. Liability for infringement under this Section excludes: (i) misuse or modification of the product by Sourcewell or the Participating Entity or its employees, agents or downstream customers, (ii) use of the product or work in combination with other materials, goods, products, or services for which the product was not intended to be used (as demonstrated by Supplier’s applicable product literature), (iii) failure of Sourcewell or the Participating Entity to implement any update provided by Supplier that would have prevented the claim, (iv) work that Supplier made to Sourcewell’s or the Participating Entity’s specifications or designs, (v) product that is not manufactured by Supplier, and (iv) claims with respect to third party hardware or software. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 10 6.Digital & Intellectual Property. Use, implementation, and deployment of software and hosted software products proprietary to Supplier (“Software”) shall be subject to, and governed by, Supplier’s standard terms for such Software and Software related professional services in effect from time to time at https://www.johnsoncontrols.com/techterms (collectively, the “Software Terms”). Applicable Software Terms are incorporated herein by this reference. Other than the right to use the Software as set forth in the Software Terms, Supplier and its licensors reserve all right, title, and interest (including all intellectual property rights) in and to the Software and improvements to the Software. The Software that is licensed hereunder is licensed subject to the Software Terms and not sold. If there is a conflict between the other terms herein and the Software Terms, the Software Terms shall take precedence and govern with respect to rights and responsibilities relating to the Software, its implementation and deployment and any improvements thereto. Supplier shall retain all right, title and interest in any (a) work provided to Sourcewell and any Participating Entities, 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 Supplier in the creation of the Deliverables or performance of the associated work, whether known to Supplier prior to, or developed or discovered or acquired in connection with, the performance of its obligations under this Contract. Ownership of all Deliverables and Know-How shall vest solely in Supplier 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 all associated work shall remain the exclusive property of Supplier. For purposes of this Contract, “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 Supplier in the creation or provision of the Deliverables or in the performance of the Services, Products or Equipment, and any changes, improvements, or modifications thereto or derivatives thereof. Additional terms and conditions or other required transaction documentation related to Software Terms may be addressed directly between a Participating Entity and Supplier depending upon the Software or offering, including any applicable terms and conditions related to any Software subscriptions. B.PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C.MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 11 D.ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services. 14.GOVERNING LAW, JURISDICTION, AND VENUE The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota. 15.FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16.SEVERABILITY If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed. 17.PERFORMANCE, DEFAULT, AND REMEDIES A.PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1.Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2.Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue. 3.Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed. B.DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 12 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 13 3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 14 “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing. Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 15 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 16 C.CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. D.RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. E.CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above. F.DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 17 of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 18 and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. M.FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval. N.NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user. O.PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity. P.FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments. Q.CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested. R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism. S.PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 070121-JHN Rev. 3/2021 19 T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322. 22. CANCELLATION Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Johnson Controls, Inc. By: __________________________ By: __________________________ Jeremy Schwartz Jeremy L. Rainwater Title: Chief Procurement Officer Title: VP & GM HVAC and Controls North America Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________ DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 5)3+9$&6\VWHPVDQG5HODWHG6HUYLFHV 9HQGRU'HWDLOV &RPSDQ\1DPH -RKQVRQ&RQWUROV,QF 'RHV\RXUFRPSDQ\FRQGXFW EXVLQHVVXQGHUDQ\RWKHUQDPH",I \HVSOHDVHVWDWH 0' $GGUHVV 32%R[ &KHVDSHDNH&LW\0DU\ODQG &RQWDFW 7RP6WDYHV (PDLO WKRPDVVWDYHV#MFLFRP 3KRQH )D[ +67 6XEPLVVLRQ'HWDLOV &UHDWHG2Q 7KXUVGD\-XQH 6XEPLWWHG2Q 7KXUVGD\-XO\ 6XEPLWWHG%\ 7RP6WDYHV (PDLO WKRPDVVWDYHV#MFLFRP 7UDQVDFWLRQ DIGFDEDE D EFE 6XEPLWWHU V,3$GGUHVV Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 6SHFLILFDWLRQV 7DEOH 3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV *HQHUDO,QVWUXFWLRQV DSSOLHVWRDOO7DEOHV 6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFKDGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVR SURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN UHVSRQG³1$´LIWKHTXHVWLRQGRHVQRWDSSO\WR\RX SUHIHUDEO\ZLWKDQH[SODQDWLRQ /LQH ,WHP 4XHVWLRQ 5HVSRQVH 3URSRVHUௐ/HJDOௐ1DPHௐ RQHௐOHJDOௐHQWLW\ௐRQO\ -RKQVRQௐ&RQWUROVௐ,QF ,GHQWLI\ௐDOOௐVXEVLGLDU\ௐHQWLWLHVௐRIௐWKHௐ3URSRVHUௐ ZKRVHௐHTXLSPHQWௐSURGXFWVௐRUௐVHUYLFHVௐDUHௐ LQFOXGHGௐLQௐWKHௐ3URSRVDO -RKQVRQௐ&RQWUROVௐ&DQDGDௐ/3 -RKQVRQௐ&RQWUROVௐ6HFXULW\ௐ6ROXWLRQV ,GHQWLI\ௐDOOௐDSSOLFDEOHௐDVVXPHGௐQDPHVௐRUௐ'%$ௐ QDPHVௐRIௐWKHௐ3URSRVHUௐRUௐ3URSRVHU Vௐ VXEVLGLDULHVௐLQௐ/LQHௐௐRUௐ/LQHௐௐDERYH -RKQVRQௐ&RQWUROVௐGRHVௐQRWௐKDYHௐDQ\ௐDSSOLFDEOHௐDVVXPHGௐQDPHVௐ -RKQVRQௐ&RQWUROVௐ,QFௐKDVௐSUHYLRXVO\ௐRSHUDWHGௐXQGHUௐWZRௐ ௐIRUPHUௐQDPHV ௐ-RKQVRQௐ6HUYLFHௐ&RPSDQ\ௐIURPௐ-XO\ௐௐ ௐWRௐ1RYHPEHUௐௐ ௐ-RKQVRQௐ(OHFWULFௐ6HUYLFHௐ&RPSDQ\ௐIURPௐ-XO\ௐௐ ௐWRௐ-XO\ௐௐ 3URSRVHUௐ3K\VLFDOௐ$GGUHVV ௐ1RUWKௐ*UHHQௐ%D\ௐ$YHQXHௐ0LOZDXNHHௐ:,ௐ 3URSRVHUௐZHEVLWHௐDGGUHVVௐ RUௐDGGUHVVHV ZZZ-RKQVRQ&RQWUROVFRP 3URSRVHU Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐ QDPHௐ WLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH ௐ 7KHௐ UHSUHVHQWDWLYHௐPXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐ WKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ EHKDOIௐRIௐWKHௐ3URSRVHUௐDQGௐLQௐWKHௐHYHQWௐRIௐ DZDUGௐZLOOௐEHௐH[SHFWHGௐௐWRௐH[HFXWHௐWKHௐ UHVXOWLQJௐFRQWUDFW -HUHP\ௐ/ௐ5DLQZDWHUௐ93ௐ ௐ*0ௐ+9$&ௐDQGௐ&RQWUROVௐ1RUWKௐ$PHULFD ௐ1RUWKௐ*UHHQௐ%D\ௐ$YHQXHௐ0LOZDXNHHௐ:,ௐ MHUHP\OUDLQZDWHU#MFLFRP 3URSRVHU VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH 7RPௐ6WDYHV &RRSHUDWLYHௐ3URJUDPௐ0DQDJHU ௐ'LJLWDOௐ'ULYHௐ6XLWHௐ1ௐ/,17+,&80ௐ+(,*+76ௐ0'ௐ 7KRPDV6WDYHV#-&,FRPௐ 3URSRVHU VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ DQ\ௐ QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ SKRQH $QGUHZௐ3HUJDQGHௐ'LUHFWRUௐ&RPPHUFLDOௐ2SWLPL]DWLRQ ௐ1RUWKௐ*UHHQௐ%D\ௐ$YHQXHௐ0LOZDXNHHௐ:,ௐ $QGUHZ3HUJDQGH#MFLFRP ௐௐ 7DEOH &RPSDQ\,QIRUPDWLRQDQG)LQDQFLDO6WUHQJWK /LQH ,WHP 4XHVWLRQ 5HVSRQVH Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐLQFOXGLQJௐ\RXUௐ FRPSDQ\¶VௐFRUHௐYDOXHVௐEXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐ ORQJHYLW\ௐUHODWHGௐWRௐWKHௐUHTXHVWHGௐHTXLSPHQWௐSURGXFWVௐRUௐ VHUYLFHV -RKQVRQௐ&RQWUROVௐLVௐDௐJOREDOௐGLYHUVLILHGௐWHFKQRORJ\ௐDQGௐPXOWLLQGXVWULDOௐOHDGHUௐVHUYLQJௐDௐZLGHௐUDQJHௐRIௐFOLHQWVௐLQௐPRUHௐ WKDQௐௐFRXQWULHVௐ2XUௐ3HUIRUPDQFHௐ,QIUDVWUXFWXUHௐEXVLQHVVௐZKLFKௐRSHUDWHVௐLQGHSHQGHQWO\ௐDQGௐVSHFLILFDOO\ௐLVௐ UHVSRQVLEOHௐIRUௐWKHௐVXFFHVVIXOௐGHOLYHU\ௐRIௐJXDUDQWHHGௐVDYLQJVௐSURMHFWVௐDQGௐRWKHUௐDOWHUQDWLYHௐIXQGLQJௐSURMHFWVௐGHOLYHUVௐ ZRUOGFODVVௐVROXWLRQVௐWKDWௐDGGUHVVௐRXUௐFOLHQWV¶ௐHQHUJ\ௐDQGௐLQIUDVWUXFWXUHௐQHHGVௐௐ2XUௐVROXWLRQVௐOHYHUDJHௐRXUௐH[SHULHQFHௐ IURPௐWKRXVDQGVௐRIௐKLJKHUௐHGXFDWLRQௐSURMHFWVௐDFURVVௐWKHௐFRXQWU\ௐPDWFKHGௐWRௐWKHௐVSHFLILFௐUHTXLUHPHQWVௐDQGௐQHHGVௐRIௐ WKHௐFOLHQWௐDQGௐWKHLUௐIDFLOLWLHVௐ 2XUௐFRPSDQ\ௐKDVௐLWVௐYHU\ௐURRWVௐLQௐWKHௐHQHUJ\ௐHIILFLHQF\ௐEXVLQHVVௐ,Qௐௐ:DUUHQௐ6ௐ-RKQVRQௐDௐSURIHVVRUௐDWௐWKHௐ 6WDWHௐ1RUPDOௐ6FKRROௐLQௐ:KLWHZDWHUௐ:LVFRQVLQௐUHFHLYHGௐDௐSDWHQWௐIRUௐWKHௐHOHFWULFௐURRPௐWKHUPRVWDWௐ+LVௐLQYHQWLRQௐ ODXQFKHGௐWKHௐEXLOGLQJௐFRQWUROௐLQGXVWU\ௐ-RKQVRQௐ&RQWUROVௐZLWKௐRYHUௐௐELOOLRQௐRIௐUHYHQXHௐLQௐௐUHFHQWO\ௐ-RKQVRQௐ &RQWUROVௐPHUJHGௐZLWKௐ7\FRௐWRௐEHFRPHௐDௐJOREDOௐOHDGHUௐLQௐEXLOGLQJௐV\VWHPVௐHQHUJ\ௐVWRUDJHௐDQGௐLQWHJUDWHGௐVHFXULW\ௐ DQGௐILUH -RKQVRQௐ&RQWUROVௐLVௐDௐSLRQHHUௐLQௐGHYHORSLQJௐSHUIRUPDQFHௐFRQWUDFWLQJௐDVௐDௐYLDEOHௐPHDQVௐE\ௐZKLFKௐWRௐXSGDWHௐIDFLOLWLHVௐ DQGௐPDNHௐWKHPௐPRUHௐFRVWHIIHFWLYHௐWRௐRSHUDWHௐ:HௐKDYHௐLPSOHPHQWHGௐPRUHௐWKDQௐௐSHUIRUPDQFHௐFRQWUDFWLQJௐ DJUHHPHQWVௐ±ௐDOOௐZLWKௐJXDUDQWHHGௐVDYLQJVௐVLQFHௐ &RUHௐ9DOXHVௐ%XVLQHVVௐ3KLORVRSK\ௐ-RKQVRQௐ&RQWUROVௐ9DOXHV ,17(*5,7<ௐ),567 ௐ:HௐSURPLVHௐKRQHVW\ௐDQGௐWUDQVSDUHQF\ௐ:HௐXSKROGௐWKHௐKLJKHVWௐVWDQGDUGVௐRIௐLQWHJULW\ௐDQGௐKRQRUௐWKHௐ FRPPLWPHQWVௐZHௐPDNH 385326(ௐ/(' ௐ:HௐEHOLHYHௐLQௐGRLQJௐZHOOௐE\ௐGRLQJௐJRRGௐDQGௐKROGௐRXUVHOYHVௐDFFRXQWDEOHௐWRௐPDNHௐWKHௐZRUOGௐDௐ EHWWHUௐSODFHௐWKURXJKௐWKHௐVROXWLRQVௐZHௐSURYLGHௐRXUௐHQJDJHPHQWௐLQௐVRFLHW\ௐWKHௐZD\ௐZHௐGRௐEXVLQHVVௐDQGௐRXUௐ FRPPLWPHQWௐWRௐSURWHFWௐSHRSOHௐDQGௐWKHௐHQYLURQPHQW &86720(5ௐ'5,9(1 ௐ:HௐZLQௐZKHQௐRXUௐFXVWRPHUVௐZLQௐ2XUௐORQJWHUPௐVWUDWHJLFௐUHODWLRQVKLSVௐSURYLGHௐXQLTXHௐLQVLJKWVௐ DQGௐWKHௐDELOLW\ௐWRௐGHOLYHUௐH[FHSWLRQDOௐFXVWRPHUௐH[SHULHQFHVௐDQGௐVROXWLRQV )8785(ௐ)2&86(' ௐ2XUௐFXOWXUHௐRIௐLQQRYDWLRQௐDQGௐFRQWLQXRXVௐLPSURYHPHQWௐGULYHVௐXVௐWRௐVROYHௐWRGD\¶VௐFKDOOHQJHVௐ ZKLOHௐFRQVWDQWO\ௐDVNLQJௐµZKDW¶VௐQH[W 21(ௐ7($0 ௐ:HௐDUHௐRQHௐWHDPௐGHGLFDWHGௐWRௐZRUNLQJௐFROODERUDWLYHO\ௐWRJHWKHUௐWRௐFUHDWHௐSXUSRVHIXOௐVROXWLRQVௐWKDWௐ SURSHOௐWKHௐZRUOGௐIRUZDUG ,QGXVWU\ௐ/RQJHYLW\ௐ5HODWHGௐ7Rௐ7KHௐ5HTXHVWHGௐ(TXLSPHQW -RKQVRQௐ&RQWUROVௐSDLQWVௐDQௐLPSUHVVLYHௐSLFWXUHௐZLWKௐௐ\HDUVௐRIௐLQQRYDWLRQௐDQGௐRYHUௐIRXUௐPLOOLRQௐFXVWRPHUVௐ -RKQVRQௐ&RQWUROVௐLVௐDௐJOREDOௐGLYHUVLILHGௐWHFKQRORJ\ௐDQGௐPXOWLLQGXVWULDOௐOHDGHUௐVHUYLQJௐDௐZLGHௐUDQJHௐRIௐFXVWRPHUVௐ2XUௐ FRPPLWPHQWௐWRௐVXVWDLQDELOLW\ௐGDWHVௐEDFNௐWRௐRXUௐURRWVௐLQௐௐZLWKௐWKHௐLQYHQWLRQௐRIௐWKHௐILUVWௐHOHFWULFௐURRPௐWKHUPRVWDWௐ -RKQVRQௐLVௐFRPPLWWHGௐWRௐKHOSLQJௐRXUௐFXVWRPHUVௐZLQௐDQGௐFUHDWLQJௐJUHDWHUௐYDOXHௐIRUௐDOOௐRIௐRXUௐVWDNHKROGHUVௐWKURXJKௐDௐ VWUDWHJLFௐIRFXVௐRQௐEXLOGLQJVௐDQGௐHQHUJ\ௐJURZWKௐSODWIRUPV 3URGXFWVௐ2Uௐ6HUYLFHV -RKQVRQௐ&RQWUROVௐRIIHUVௐEHVWLQFODVVௐWHFKQRORJLHVௐSURGXFWVௐLQVWDOODWLRQௐDQGௐVHUYLFHௐFDSDELOLWLHVௐDFURVVௐEXLOGLQJௐ PDQDJHPHQWௐILUHௐVHFXULW\ௐVHQVRUVFRQWUROVௐ+9$&ௐLQGXVWULDOௐUHIULJHUDWLRQௐDQGௐHQHUJ\ௐVWRUDJHௐVROXWLRQVௐ2XUௐRIIHULQJௐ LQFOXGHVௐWRWDOௐVXSSRUWௐIRUௐDOOௐILUHௐDODUPௐILUHௐGHWHFWLRQௐILUHௐSURWHFWLRQௐLQWHJUDWHGௐVHFXULW\ௐ+9$&ௐ%XLOGLQJௐ&RQWUROVௐ KHDOWKFDUHௐFRPPXQLFDWLRQVௐDQGௐVRXQGFRPPXQLFDWLRQVௐQHHGVௐ2XUௐFDSDELOLWLHVௐLQFOXGHௐGHVLJQௐHQJLQHHULQJௐ GHYHORSPHQWௐLQWHJUDWLRQௐLQVWDOODWLRQௐSURMHFWௐPDQDJHPHQWௐSURJUDPPLQJௐWHVWLQJௐFRPPLVVLRQLQJௐWUDLQLQJௐZDUUDQW\ௐ VXSSRUWௐDQGௐSRVWZDUUDQW\ௐVHUYLFHௐ2XUௐ7HFKQLFLDQVௐDUHௐKLJKO\ௐWUDLQHGௐDQGௐXVHௐVWDWHRIWKHDUWௐWHVWௐHTXLSPHQWௐWRௐ HQVXUHௐKLJKTXDOLW\ௐUHVXOWVௐDQGௐDUHௐWUDLQHGௐWRௐSHUIRUPௐUHODWHGௐUHSDLUVௐLQௐDGGLWLRQௐWRௐLQVSHFWLRQVௐDQGௐUHVSRQGLQJௐWRௐ HPHUJHQF\ௐPDLQWHQDQFHௐUHTXLUHPHQWVௐ2XUௐOLIHௐVDIHW\ௐVHUYLFHVௐDUHௐ³%HVW9DOXH´ௐIRUௐWKHௐIROORZLQJௐUHDVRQV ௐௐௐௐ6SHFLDOL]HGௐLQVSHFWLRQௐWHDPVௐWUDLQHGௐWRௐLGHQWLI\ௐDQGௐFRUUHFWௐSUREOHPVௐEHIRUHௐWKH\ௐRFFXUௐWKXVௐSUHYHQWLQJௐFRVWO\ௐ QXLVDQFHௐDODUPVௐDQGௐXQQHFHVVDU\ௐGRZQWLPHௐ ௐௐௐௐ([SHULHQFHGௐWHFKQLFLDQVௐHQVXUHௐWKDWௐUHSDLUVௐDUHௐGRQHௐULJKWௐDQGௐSURPSWO\ௐ6WDQGDUGL]HGௐUHSRUWLQJௐDQGௐ GRFXPHQWDWLRQௐ ௐௐௐௐ&XVWRPL]HGௐVHUYLFHௐSODQVௐWRௐPHHWௐDQ\ௐFXVWRPHU¶VௐQHHGV 2XUௐRUJDQL]DWLRQௐSURYLGHVௐORFDOௐVXSSRUWௐIURPௐRXUௐ1RUWKௐ$PHULFDQௐQHWZRUNௐRIௐRYHUௐௐORFDOௐRIILFHVௐLQௐWKHௐ8QLWHGௐ 6WDWHVௐDQGௐ&DQDGDௐ(DFKௐRIILFHௐIXQFWLRQVௐDVௐDௐ³RQHVWRSVKRS´ௐSURYLGLQJௐSDUWVௐVXSSOLHVௐDQGௐHTXLSPHQWௐVSHFLILFௐWRௐ HDFKௐRIௐWKHௐFOLHQWVௐLWௐVHUYHV :KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐHYHQWௐRIௐDQௐ DZDUG" -RKQVRQௐ&RQWUROVௐH[SHFWVௐWRௐEXLOGௐXSRQௐRXUௐSUHYLRXVௐFRQWUDFWௐ-+1ௐVXFFHVVHVௐௐ7KRXJKௐZHௐKDGௐWUHPHQGRXVௐ DGRSWLRQௐE\ௐRXUௐVDOHVௐWHDPVௐWKHUHௐLVௐVWLOOௐPXFKௐZRUNௐWKDWௐQHHGVௐWRௐEHௐGRQHௐWRௐPD[LPL]HௐWKHௐVDOHVௐSRWHQWLDOௐ LQFOXGLQJௐODXQFKLQJௐ&DQDGDௐௐ:HௐDUHௐORRNLQJௐWRௐDGGௐDGGLWLRQDOௐSHUVRQQHOௐWRௐRXUௐFRUSRUDWHௐVDOHVௐWHDPௐWRௐPDQDJHௐ ILHOGௐWUDLQLQJௐEXVLQHVVௐGHYHORSPHQWௐDQGௐGLUHFWௐVDOHVௐ$QௐDQQXDOௐEXGJHWௐKDVௐEHHQௐVXEPLWWHGௐWRௐDVVLVWௐLQௐWKHௐ GHYHORSPHQWௐRIௐDGGLWLRQDOௐFROODWHUDOௐDQGௐ(PDUNHWLQJௐFDPSDLJQVௐDQGௐSODQVௐWRௐDWWHQGௐORFDOௐUHJLRQDOௐWUDGHௐVKRZVௐWRௐ SURPRWHௐRXUௐSDUWLFLSDWLRQௐLQௐWKHௐSURJUDP 'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐVWDELOLW\ௐZLWKௐPHDQLQJIXOௐ GDWDௐ7KLVௐFRXOGௐLQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ 6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐRIௐFUHGLWௐDQGௐ GHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ DVௐ DSSOLFDEOH ௐLQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH -RKQVRQௐ&RQWUROVௐ,QFௐLVௐDௐZKROO\RZQHGௐLQGLUHFWௐVXEVLGLDU\ௐRIௐ-RKQVRQௐ&RQWUROVௐ,QWHUQDWLRQDOௐSOFௐDௐSXEOLFO\ௐRZQHGௐ FRPSDQ\ௐOLVWHGௐRQௐWKHௐ1HZௐ<RUNௐ6WRFNௐ([FKDQJHௐ WLFNHU ௐ-&, ௐ$VௐDௐZKROO\RZQHGௐVXEVLGLDU\ௐ-RKQVRQௐ&RQWUROVௐ,QF¶Vௐ ILQDQFLDOௐUHVXOWVௐDUHௐFRQVROLGDWHGௐLQௐWKHௐILQDQFLDOௐVWDWHPHQWVௐRIௐ-RKQVRQௐ&RQWUROVௐ,QWHUQDWLRQDOௐSOFௐ,Qௐ)LVFDOௐ<HDUௐௐ -RKQVRQௐ&RQWUROVௐVDZௐQHWௐUHYHQXHௐRIௐௐELOOLRQௐZLWKௐSRVLWLYHௐFDVKIORZௐ-RKQVRQௐ&RQWUROVௐHQMR\VௐDௐVWURQJௐEDODQFHௐ VKHHWௐZLWKௐௐELOOLRQௐLQௐDVVHWVௐDJDLQVWௐௐELOOLRQௐLQௐWRWDOௐOLDELOLWLHVௐ7RWDOௐVKDUHKROGHUV¶ௐHTXLW\ௐZDVௐௐELOOLRQௐIRUௐ )<ௐௐ:HௐKDYHௐSURYLGHGௐWKHௐ-RKQVRQௐ&RQWUROVௐௐ$QQXDOௐ5HSRUWௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐRIௐFUHGLWௐDQGௐ GHWDLOHGௐUHIHUHQFHௐOHWWHUV :KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐVROXWLRQVௐWKDWௐ\RXௐDUHௐ SURSRVLQJ" -RKQVRQௐ&RQWUROVௐGRHVௐQRWௐGLYXOJHௐPDUNHWௐVKDUHௐIRUௐHTXLSPHQWௐFDWHJRULHVௐKRZHYHUௐZHௐFDQௐUHSRUWௐRQௐRXUௐ1RUWKௐ $PHULFDQௐPDUNHWௐVKDUHௐIRUௐWKHௐIROORZLQJௐVHUYLFHV ௐௐௐௐ(QHUJ\ௐ6DYLQJௐ3HUIRUPDQFHௐ&RQWUDFWLQJ ௐ ௐௐௐௐ3 ௐ ௐௐௐௐ6HUYLFHௐDQGௐ0DLQWHQDQFH ௐ 7KHVHௐYDOXHVௐLQFOXGHௐERWKௐWKHௐ86ௐDQGௐ&DQDGD :KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐVROXWLRQVௐWKDWௐ\RXௐ DUHௐSURSRVLQJ" 6HHௐDQVZHUௐWRௐTXHVWLRQௐ +DVௐ\RXUௐEXVLQHVVௐHYHUௐSHWLWLRQHGௐIRUௐEDQNUXSWF\ௐSURWHFWLRQ"ௐ,Iௐ VRௐH[SODLQௐLQௐGHWDLO -RKQVRQௐ&RQWUROVௐKDVௐQHYHUௐSHWLWLRQHGௐIRUௐEDQNUXSWF\ௐSURWHFWLRQ +RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHG ௐLVௐLWௐDௐPDQXIDFWXUHUௐ DௐGLVWULEXWRUGHDOHUUHVHOOHUௐRUௐDௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐ ZKLFKHYHUௐTXHVWLRQௐ HLWKHUௐD ௐRUௐE ௐMXVWௐEHORZ ௐEHVWௐDSSOLHVௐWRௐ \RXUௐRUJDQL]DWLRQ D ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ GLVWULEXWRUGHDOHUUHVHOOHUௐ RUௐVLPLODUௐHQWLW\ ௐSURYLGHௐ\RXUௐZULWWHQௐ DXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐ PDQXIDFWXUHUௐRIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐLQGHSHQGHQWௐRUௐFRPSDQ\ௐ RZQHG" E ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐPDQXIDFWXUHUௐRUௐ VHUYLFHௐSURYLGHUௐGHVFULEHௐ\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐ VHUYLFHௐIRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐGHOLYHULQJௐWKHௐ SURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ$UHௐWKHVHௐ LQGLYLGXDOVௐ\RXUௐHPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\" % ௐ-RKQVRQௐ&RQWUROVௐLVௐDௐPDQXIDFWXUHUௐDQGௐVHUYLFHௐSURYLGHUௐZLWKௐDQௐH[WHQVLYHௐQHWZRUNௐRIௐVDOHVௐDQGௐVHUYLFHௐEUDQFKHVௐ WKDWௐDUHௐௐFRPSDQ\RZQHGௐ7KHௐEUDQFKௐQHWZRUNௐSURYLGHVௐHTXLSPHQWௐLQVWDOODWLRQௐDQGௐVHUYLFHௐIRUௐ+9$&ௐVHFXULW\ௐ ILUHௐDQGௐ3HUIRUPDQFHௐ&RQWUDFWLQJௐ 3& ௐQHHGV Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 ,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐRXWOLQLQJௐWKHௐ OLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐDUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐ DQGௐDFWXDOO\ௐKHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ LQFOXGLQJௐWKLUGௐSDUWLHVௐ DQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH ௐLQௐSXUVXLWௐRIௐWKHௐEXVLQHVVௐ FRQWHPSODWHGௐE\ௐWKLVௐ5)3 :KHQௐVHOHFWLQJௐDௐFRPSDQ\ௐWRௐSURYLGHௐ+9$&ௐV\VWHPVௐDQGௐVHUYLFHௐ\RXௐZDQWௐWRௐFKRRVHௐDௐSURYHQௐFRQWUDFWRUௐWKDWௐLVௐ UHVSRQVLEOHௐH[SHULHQFHGௐDQGௐKDVௐHPSOR\HHVௐZLWKௐWKHௐH[SHUWLVHௐDQGௐNQRZOHGJHௐWRௐZRUNௐHIILFLHQWO\ௐDQGௐKHOSௐ\RXௐ PDNHௐWKHௐEHVWௐFKRLFHVௐIRUௐ\RXUௐIDFLOLWLHV ,QௐDGGLWLRQௐWRௐSURIHVVLRQDOௐOLFHQVHVௐLQௐDOOௐௐVWDWHVௐDQGௐௐ&DQDGLDQௐ3URYLQFHVௐRXUௐWHDPௐPHPEHUVௐKROGௐOLFHQVHVௐ FHUWLILFDWLRQVௐDQGௐDFFUHGLWDWLRQVௐE\ௐYDULRXVௐSURIHVVLRQDOௐRUJDQL]DWLRQVௐ3URIHVVLRQDOௐFHUWLILFDWLRQௐRUௐDFFUHGLWDWLRQௐ LQGLFDWHVௐDௐFHUWDLQௐSURYHQௐDPRXQWௐRIௐNQRZOHGJHௐDQGௐH[SHULHQFHௐLQௐDௐSDUWLFXODUௐVXEMHFWௐDUHD 7RௐHDUQௐPDQ\ௐRIௐWKHVHௐFUHGHQWLDOVௐ HJௐ/(('ௐ$FFUHGLWHGௐ3URIHVVLRQDO ௐDSSOLFDQWVௐDUHௐUHTXLUHGௐWRௐKDYHௐH[SHULHQFHௐ LQௐWKHௐILHOGௐDVௐZHOOௐDVௐSDVVௐDௐFRPSUHKHQVLYHௐH[DPLQDWLRQௐDGPLQLVWHUHGௐE\ௐDௐWKLUGௐSDUW\ௐ%\ௐUHJXODUO\ௐPDLQWDLQLQJௐWKHLUௐ FHUWLILFDWLRQVௐRXUௐHPSOR\HHVௐHQVXUHௐWKH\ௐFRQWLQXHௐWKHLUௐHGXFDWLRQௐDQGௐNHHSௐSDFHௐZLWKௐLQGXVWU\ௐWUHQGVௐDQGௐVWDQGDUGV 3OHDVHௐVHHௐWKHௐ³-RKQVRQௐ&RQWUROVௐ&HUWLILFDWLRQௐ7DEOH´ௐXSORDGHGௐDVௐDௐVHSDUDWHௐILOHௐ7KLVௐWDEOHௐLGHQWLILHVௐMXVWௐDௐIHZௐRIௐ WKHௐSURIHVVLRQDOௐFHUWLILFDWLRQVௐKHOGௐE\ௐ-RKQVRQௐ&RQWUROVௐWHDPௐPHPEHUVௐUHOHYDQWௐWRௐ+9$&ௐHTXLSPHQWௐDQGௐVHUYLFHVௐ DQGௐHQHUJ\ௐHIILFLHQF\ௐSURMHFWVௐ%H\RQGௐWKHௐGHGLFDWHGௐUHVRXUFHVௐIRUௐDௐSURMHFWௐRXUௐWHDPௐFDQௐVHHNௐDGGLWLRQDOௐVXSSRUWௐ IURPௐDௐYDULHW\ௐRIௐFHUWLILHGௐSURIHVVLRQDOVௐDWௐWKHௐUHJLRQDOௐDQGௐQDWLRQDOௐOHYHOௐDVௐUHSUHVHQWHGௐKHUH 3URYLGHௐDOOௐ³6XVSHQVLRQௐRUௐ'HEDUPHQW´ௐLQIRUPDWLRQௐWKDWௐKDVௐ DSSOLHGௐWRௐ\RXUௐRUJDQL]DWLRQௐGXULQJௐWKHௐSDVWௐWHQௐ\HDUV -RKQVRQௐ&RQWUROVௐKDVௐEHHQௐLQௐEXVLQHVVௐIRUௐZHOOௐRYHUௐௐ\HDUVௐDQGௐRSHUDWHVௐIURPௐDERXWௐௐRIILFHVௐLQௐDOOௐ1RUWKௐ $PHULFDௐ7RௐWKHௐEHVWௐRIௐௐRXUௐௐNQRZOHGJHௐௐDQGௐLQIRUPDWLRQௐQHLWKHUௐFRPSDQ\ௐDVௐDௐFRUSRUDWHௐHQWLW\ௐQRUௐDQ\ௐRIௐLWVௐ EUDQFKௐRUௐVDWHOOLWHௐRIILFHVௐKDYHௐEHHQௐVXVSHQGHGௐRUௐGHEDUUHGௐE\ௐDQ\ௐIHGHUDOௐVWDWHௐSURYLQFLDOௐRUௐPXQLFLSDOௐSXEOLFௐ DJHQF\ 7DEOH ,QGXVWU\5HFRJQLWLRQ 0DUNHWSODFH6XFFHVV /LQH,WHP 4XHVWLRQ 5HVSRQVH Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐUHFRJQLWLRQௐWKDWௐ\RXUௐ FRPSDQ\ௐKDVௐUHFHLYHGௐLQௐWKHௐSDVWௐILYHௐ\HDUV 2XUௐRUJDQL]DWLRQௐSDUWLFLSDWHVௐLQௐDௐZLGHௐUDQJHௐRIௐDFWLYLWLHVௐDQGௐKDVௐEHHQௐUHFRJQL]HGௐLQௐVHYHUDOௐXQLTXHௐDUHDVௐ7KHௐ IROORZLQJௐLQIRUPDWLRQௐKLJKOLJKWVௐVRPHௐNH\ௐH[DPSOHV 6867$,1$%,/,7<ௐ$1'ௐ&25325$7(ௐ62&,$/ௐ5(63216,%,/,7< ௐ:RUOG¶Vௐ0RVWௐ(WKLFDOௐ&RPSDQ\ ௐVHOHFWLRQVௐVLQFHௐௐ 0DUFKௐௐVHOHFWHGௐIRUௐWKHௐWKௐWLPH ௐ(WKLVSKHUHௐ0DJD]LQH ௐ%HVWௐ&RUSRUDWHௐ&LWL]HQVௐ 7UDQVSDUHQF\ௐDQGௐVRFLDOௐUHVSRQVLELOLW\ௐVLQFHௐௐ &RUSRUDWHௐ5HVSRQVLELOLW\ௐ0DJD]LQH ௐ%HVWௐ&RUSRUDWHௐ&LWL]HQV &RPPXQLW\ௐLQYROYHPHQWௐHQYLURQPHQWDOௐLPSDFWௐDQGௐIDLUௐHPSOR\HHௐWUHDWPHQWௐ )RUEHVௐ0DJD]LQH &KDQJHௐWKHௐ:RUOGௐ &RPSDQLHVௐWKDWௐDUHௐGRLQJௐZHOOௐE\ௐGRLQJௐJRRGௐ )RUWXQHௐ0DJD]LQH $$$ௐ5DWLQJ (QYLURQPHQWDOௐVRFLDOௐDQGௐJRYHUQDQFHௐ06&,ௐ6RFLDOO\ௐ5HVSRQVLEOHௐ,QGLFHVௐ&DUERQௐ&OHDQௐ %LJJHVWௐSXEOLFௐFRPSDQLHVௐUDQNHGௐE\ௐJUHHQௐHQHUJ\ௐUHYHQXHVௐ &RUSRUDWHௐ.QLJKWVௐDQGௐ$Vௐ<RXௐ6RZ (QHUJ\ௐ6WDUௐ0RVWௐ(IILFLHQWௐௐ0RVWௐHIILFLHQWௐSURGXFWV (QHUJ\ௐ6WDU (QYLURQPHQWDOௐ/HDGHUௐ3URMHFWௐRIௐWKHௐ<HDU )RUௐSDUWQHUVKLSௐZLWKௐ7KHௐ8QLYHUVLW\ௐRIௐ+DZDLµLௐ 8+ ௐ0DXLௐ&ROOHJHௐ(QYLURQPHQWDOௐ/HDGHUௐDQGௐ(QHUJ\ௐ0DQDJHUௐ7RGD\ 7RSௐ3URMHFWௐ-XGJHV¶ௐ&KRLFHௐ$ZDUGௐIRUௐLWVௐLPSUHVVLYHௐVWULGHVௐLQௐVXVWDLQDELOLW\ௐDQGௐUHQHZDEOHௐHQHUJ\ௐ (QYLURQPHQWDOௐ/HDGHUௐDQGௐ(QHUJ\ௐ0DQDJHUௐ7RGD\ (QYLURQPHQWௐௐ(QHUJ\ௐ/HDGHUௐ 7HUULOOௐ/DXJKWRQௐ93ௐDQGௐ*0ௐRIௐ(QHUJ\ௐ2SWLPL]DWLRQௐDQGௐ&RQQHFWHGௐ(TXLSPHQWௐ(QYLURQPHQWDOௐ/HDGHUௐDQGௐ(QHUJ\ௐ 0DQDJHUௐ7RGD\ ,1129$7,21 -RKQVRQௐ&RQWUROVௐ7RSௐௐ*OREDOௐ,QQRYDWRUVௐWLPHௐZLQQHU 0RVWௐLQQRYDWLYHௐFRUSRUDWLRQVௐDQGௐLQVWLWXWLRQVௐLQௐWKHௐZRUOGௐௐௐ ௐ &ODULYDWHௐ$QDO\WLFV 2YHUDOOௐ,R7ௐ&RPSDQ\ௐRIௐWKHௐ<HDUௐ 7RSௐFRPSDQLHVௐWHFKQRORJLHVௐDQGௐSURGXFWVௐLQௐWKHௐJOREDOௐ,QWHUQHWௐRIௐ7KLQJVௐ ,R7 ௐPDUNHW ,R7ௐ%UHDNWKURXJK 0RVWௐ,QWHOOLJHQWௐ%XLOGLQJௐ±ௐ&RUSRUDWHௐ+HDGTXDUWHUVௐ %HH¶DK¶VௐQHZௐKHDGTXDUWHUVௐLQௐWKHௐ8$( 2SWLPL]HௐHQHUJ\ௐHIILFLHQF\ௐPDNHௐWKHௐEHVWௐXVHௐRIௐDYDLODEOHௐVSDFHௐDQGௐKHOSௐWKHௐEXLOGLQJ¶VௐRFFXSDQWVௐEHௐPRUHௐ SURGXFWLYH 'LJLHௐ$ZDUG 48$/,7<ௐௐ352'8&76 2XUௐRUJDQL]DWLRQௐSDUWLFLSDWHVௐLQௐDௐZLGHௐUDQJHௐRIௐDFWLYLWLHVௐDQGௐKDVௐEHHQௐUHFRJQL]HGௐLQௐVHYHUDOௐXQLTXHௐDUHDVௐ7KHௐ IROORZLQJௐLQIRUPDWLRQௐKLJKOLJKWVௐVRPHௐNH\ௐH[DPSOHV +XPDQLWDULDQௐ$ZDUGௐ )LUHௐ&RPPLVVLRQHU Vௐ+XPDQLWDULDQௐ$ZDUG )LUHௐ'HSDUWPHQWௐRIௐWKHௐ&LW\ௐRIௐ1HZௐ<RUNௐ)RXQGDWLRQௐ6XVWDLQDELOLW\ௐ3URGXFWௐRIௐWKHௐ<HDU 7KHௐ<25.ௐ0LVVLRQௐ&ULWLFDOௐ'LUHFWௐ(YDSRUDWLYHௐ&RROLQJௐ$LUௐ+DQGOLQJௐ8QLWௐLQௐWKHௐ ௐ6XVWDLQDELOLW\ௐ$ZDUGVௐ7KHௐ DZDUGVௐKRQRUௐWKRVHௐZKRௐKDYHௐPDGHௐVXVWDLQDELOLW\ௐDQௐLQWHJUDOௐSDUWௐRIௐWKHLUௐEXVLQHVVௐSUDFWLFH 7KHௐ%XVLQHVVௐ,QWHOOLJHQFHௐ*URXSௐ (GLVRQௐ$ZDUG (QYLURQPHQWDOO\ௐ)ULHQGO\ௐ6ROXWLRQVௐVXEFDWHJRU\ௐRIௐWKHௐ(QHUJ\ௐDQGௐ6XVWDLQDELOLW\ௐDZDUGௐFDWHJRU\ 7KHௐ(GLVRQௐ$ZDUGVௐDQQXDOO\ௐKRQRUௐH[FHOOHQFHௐLQௐKXPDQFHQWHUHGௐGHVLJQௐDQGௐLQQRYDWLRQ )LYHௐKRQRUVௐLQௐWKHௐ ௐ%UDQGRQௐ+DOOௐ*URXSௐ+XPDQௐ&DSLWDOௐ0DQDJHPHQWௐ([FHOOHQFHௐ$ZDUGV ,QQRYDWLYHௐOHDUQLQJௐVROXWLRQVௐDQGௐVDOHVௐWUDLQLQJௐSURJUDPVௐWKDWௐKHOSௐLPSURYHௐWKHௐKXPDQௐFDSLWDOௐPDQDJHPHQWௐVSDFHௐ DFKLHYHௐUHVXOWVௐDQGௐSURYLGHௐPHDQLQJIXOௐFDUHHUV %UDQGRQௐ+DOOௐ*URXS <25.ௐ<+$8ௐ&*1ௐ$EVRUSWLRQௐ&KLOOHUௐ±ௐ+HDWHU 8VHௐRIௐDௐQDWXUDOௐUHIULJHUDQWௐ ZDWHU ௐWKDWௐRIIHUVௐ]HURௐR]RQHௐGHSOHWLRQௐDQGௐJOREDOௐZDUPLQJௐSRWHQWLDO 1HZௐ3URGXFWVௐIRUௐ(QJLQHHUV ௐ,:ௐ%HVWௐ3ODQWVௐ:LQQHUௐ1RUPDQௐ2.ௐSODQWௐ 2SHUDWLRQDOௐH[FHOOHQFH ,QGXVWU\ௐ:HHN )RXUௐ ௐ:RUOGௐ&ODVVௐ%ULHILQJௐ$ZDUGVௐIRUௐLWVௐH[FHOOHQFHௐLQௐPDQDJHPHQWௐSODQQLQJௐFXVWRPHUௐH[SHULHQFHௐDQGௐ PHDVXUHPHQWௐ $VVRFLDWLRQௐRIௐ%ULHILQJௐ3URJUDPௐ0DQDJHUV 0RVWௐ,QWHOOLJHQWௐ%XLOGLQJௐ±ௐ&RUSRUDWHௐ+HDGTXDUWHUVௐ %HH¶DK¶VௐQHZௐKHDGTXDUWHUVௐLQௐWKHௐ8$( 2SWLPL]HௐHQHUJ\ௐHIILFLHQF\ௐPDNHௐWKHௐEHVWௐXVHௐRIௐDYDLODEOHௐVSDFHௐDQGௐKHOSௐWKHௐEXLOGLQJ¶VௐRFFXSDQWVௐEHௐPRUHௐ SURGXFWLYH 'LJLHௐௐ$ZDUGௐ :25.)25&(ௐ',9(56,7< *UDG\ௐ&URVE\ௐYLFHௐSUHVLGHQWௐRIௐSXEOLFௐDIIDLUVௐDQGௐFKLHIௐGLYHUVLW\ௐRIILFHUௐKRQRUHGௐZLWKௐWKHௐ ௐ%XVLQHVVௐ&KDPSLRQௐ DZDUG &RPPLWPHQWௐWRௐFUHDWLQJௐDௐGLYHUVHௐDQGௐLQFOXVLYHௐZRUNIRUFHௐ $IULFDQௐ$PHULFDQௐ&KDPEHUௐRIௐ&RPPHUFH 7RSௐௐ(PSOR\HUVௐIRUௐ:RPHQௐ(QJLQHHUVௐ 5HDGHUVௐRIௐ:RPDQௐ(QJLQHHUௐZHUHௐDVNHGௐWRௐQDPHௐWKHௐHPSOR\HUVௐIRUௐZKRPௐWKH\ௐZRXOGௐPRVWௐOLNHௐWRௐZRUNௐRUௐWKDWௐ WKH\ௐEHOLHYHௐZRXOGௐSURYLGHௐDௐSRVLWLYHௐZRUNLQJௐHQYLURQPHQWௐIRUௐZRPHQ :RPHQௐ(QJLQHHU ௐ%HVWௐ&RPSDQLHVௐIRUௐ'LYHUVLW\ௐ'HFௐ %ODFNௐ(QWHUSULVHௐ0DJD]LQHௐ7RSௐ(PSOR\HUௐ±ௐ&KLQDௐ )RUௐH[FHSWLRQDOௐHPSOR\HHௐFRQGLWLRQVௐQXUWXULQJௐDQGௐGHYHORSLQJௐWDOHQWௐWKURXJKRXWௐDOOௐOHYHOVௐRIௐWKHௐRUJDQL]DWLRQௐDQGௐ VWULYLQJௐWRௐRSWLPL]HௐLWVௐHPSOR\PHQWௐSUDFWLFHVௐDQGௐWRௐGHYHORSௐLWVௐHPSOR\HHV 7RSௐ(PSOR\HUVௐ,QVWLWXWHௐ&KLQDௐ ௐ %HVWௐRIௐWKHௐ%HVWௐIRUௐ86ௐ9HWHUDQVௐ 7RSௐ9HWHUDQ)ULHQGO\ௐ&RPSDQLHV 86ௐ9HWHUDQ¶Vௐ0DJD]LQH ௐ6XVWDLQDELOLW\ௐ$ZDUGVௐDQGௐ5HFRJQLWLRQௐGRHVௐQRWௐLQFOXGHௐPRVWௐUHFRJQLWLRQௐEHVWRZHGௐWRௐVSHFLILFௐORFDWLRQVௐDQGௐ LQGLYLGXDOௐHPSOR\HHVௐE\ௐRUJDQL]DWLRQVௐDURXQGௐWKHௐZRUOGௐIRUௐRXUௐHPSOR\HHV¶ௐZRUNௐWRௐEXLOGௐDௐVXVWDLQDEOHௐZRUOGௐDQGௐ GRHVௐQRWௐLQFOXGHௐVXVWDLQDELOLW\ௐLQGLFHVௐWRௐZKLFKௐ-RKQVRQௐ&RQWUROVௐZDVௐQDPHGௐ7KLVௐOLVWௐLVௐUHSUHVHQWDWLYHௐEXWௐQRWௐ H[KDXVWLYHௐRIௐJOREDOௐVXVWDLQDELOLW\ௐKRQRUVௐDQGௐDZDUGV :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐJRYHUQPHQWDOௐVHFWRUௐ LQௐWKHௐSDVWௐWKUHHௐ\HDUV :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐHGXFDWLRQௐVHFWRUௐLQௐ WKHௐSDVWௐWKUHHௐ\HDUV /LVWௐDQ\ௐVWDWHௐSURYLQFLDOௐRUௐFRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐ WKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐHDFKௐRIௐ WKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ\HDUV" 1&3$ௐௐ 7,36ௐௐ 1$632ௐௐ 201,$ௐௐௐ VWௐ\UௐRIௐDJUHHPHQW Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 /LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐDQGௐ6XSSO\ௐ $UUDQJHPHQWVௐ 626$ ௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐ YROXPHௐIRUௐHDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ\HDUV" *6$ௐௐௐ &$ௐ ௐ *6$)$&ௐ3ௐ 7DEOH 5HIHUHQFHV7HVWLPRQLDOV /LQH,WHP6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH &RQWDFW1DPH 3KRQH1XPEHU %UDLQHUGௐ3XEOLFௐ6FKRROV (DUOௐ:ROOHDW HDUOZROOHDW#LVGRUJ &DVWOHZRRGௐ6FKRROௐ'LVWULFW 'DZQௐ:LHUVPD GDZQZLHUVPD#NVGXV :DWHUWRZQௐ6FKRROௐ'LVWULFW +HLGLௐ&ODXVHQ KHLGLFODXVHQ#NVGXV )RUWௐ%HQGௐ&RXQW\ 7DUDOௐ3DWHO WDUDOSDWHO#IRUWEHQGFRXQW\W[JRY 0DUVKDOOௐ&RXQW\ 5RJHUௐ+DXJWYHGW URGJHUKDXJWYHGW#FRPDUVKDOOPQXV 7DEOH 7RS)LYH*RYHUQPHQWRU(GXFDWLRQ&XVWRPHUV /LQH,WHP3URYLGHDOLVWRI\RXUWRSILYHJRYHUQPHQWHGXFDWLRQRUQRQSURILWFXVWRPHUV HQWLW\QDPHLVRSWLRQDO LQFOXGLQJHQWLW\W\SHWKHVWDWHRUSURYLQFHWKHHQWLW\LVORFDWHGLQ VFRSHRIWKHSURMHFW V VL]HRIWUDQVDFWLRQ V DQGGROODUYROXPHVIURPWKHSDVWWKUHH\HDUV (QWLW\1DPH (QWLW\7\SH 6WDWH3URYLQFH 6FRSHRI:RUN 6L]HRI7UDQVDFWLRQV 'ROODU9ROXPH3DVW7KUHH<HDUV :HVWHUQௐ5HJLRQDOௐ ,QWHJUDWHGௐ+HDOWKௐ $XWKRULW\ *RYHUQPHQW 1/1HZIRXQGODQGDQG /DEUDGRU 3ௐVHUYLFHௐFRQWUROV ௐ±ௐ 0 &RUYLDVௐ*URXSௐௐ 3XEOLFௐ+RXVLQJ *RYHUQPHQW )ORULGD)/ :RUNௐIRUௐWKLVௐHQWLW\ௐWRRNௐSODFHௐLQௐPXOWLSOHௐ VWDWHV 3HUIRUPDQFHௐ&RQWUDFWLQJௐLQIUDVWUXFWXUHௐ LPSURYHPHQWV ௐ±ௐ 0 &81<ௐௐ7KHௐ&LW\ௐ 8QLYHUVLW\ௐRIௐ1HZௐ <RUN (GXFDWLRQ 1HZ<RUN1< 6HUYLFHௐ&KLOOHUௐSODQWௐXSJUDGHௐKRWௐZDWHUௐ%06ௐ H[WHQVLRQௐVHFXULW\ௐFDPHUDVௐYDULRXVௐ LQIUDVWUXFWXUHௐXSJUDGHV ௐ±ௐ 0 &LW\ௐRIௐ7ROHGR *RYHUQPHQW 2KLR2+ 3HUIRUPDQFHௐ&RQWUDFWௐYDULRXVௐ+9$&ௐ XSJUDGHVௐDXWRPDWHGௐPHWHUVௐFRQWUROVௐVHUYLFH ௐௐ 0 6FKRROௐ'LVWULFWௐRIௐ 3KLODGHOSKLD (GXFDWLRQ 3HQQV\OYDQLD3$ 3HUIRUPDQFHௐ&RQWUDFWௐILUHௐDODUPௐFRQWUROVௐ YDULRXVௐPHFKDQLFDOௐ+9$&ௐHTXLSPHQWௐXSJUDGHV ௐௐ 0 Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 7DEOH $ELOLW\WR6HOODQG'HOLYHU6HUYLFH 'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXUUHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKH IROORZLQJDUHDV ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURIZRUNHUV IXOOWLPHHTXLYDOHQWV LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFW HPSOR\HHV RUHPSOR\HHVRIDWKLUGSDUW\ DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH ,WHP 4XHVWLRQ 5HVSRQVH 6DOHVௐIRUFH -RKQVRQௐ&RQWUROVௐKDVௐௐVDOHVௐSHUVRQQHOௐLQௐ1RUWKௐ$PHULFDௐZRUNLQJௐRXWௐRIௐPRUHௐWKDQௐௐEUDQFKௐRIILFHVௐ2XUௐVDOHVௐ SURIHVVLRQDOVௐDUHௐIXOOWLPHௐHPSOR\HHVௐ0RVWௐRIௐWKHௐ1RUWKௐ$PHULFDQௐHPSOR\HHVௐDUHௐIXOOௐWLPHௐZLWKௐOHVVௐWKDQௐௐEHLQJௐ WHPSRUDU\ௐRUௐSDUWWLPH 'HDOHUௐQHWZRUNௐRUௐRWKHUௐGLVWULEXWLRQௐPHWKRGV -RKQVRQௐ&RQWUROVௐ,QFௐGRHVௐXWLOL]HௐDௐPLQLPDOௐDPRXQWௐRIௐ$JHQWVௐDWௐVWUDWHJLFௐORFDWLRQVௐWKURXJKRXWௐWKHௐ86$ௐௐ7KHVHௐ $JHQWVௐZLOOௐEHௐUHTXLUHGௐWRௐZRUNௐWKURXJKௐDௐORFDOௐEUDQFKௐZKHQௐXVLQJௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐWRௐHQVXUHௐSULFLQJௐLQWHJULW\ௐ DQGௐFRQWUDFWௐFRPSOLDQFHௐௐ)RUௐWKRVHௐGHDOHUVௐWKDWௐHYHQWXDOO\ௐZDQWௐWRௐVHOOௐGLUHFWௐWKH\ௐZLOOௐEHௐUHTXLUHGௐWRௐJRௐWKURXJKௐDௐ WUDLQLQJௐSURJUDPௐDQGௐDௐFRQWUDFWௐPRGLILFDWLRQௐZLOOௐEHௐVXEPLWWHGௐWRௐDGGௐWKHPௐDVௐDQௐDSSURYHGௐ'HDOHU$JHQW 6HUYLFHௐIRUFH $VௐPHQWLRQHGௐSUHYLRXVO\ௐZHௐXQGHUVWDQGௐWKHௐLPSRUWDQFHௐRIௐKDYLQJௐDௐORFDOௐSUHVHQFHௐLQௐWKHௐFRPPXQLWLHVௐZHௐVHUYHௐ7KLVௐ LVௐZK\ௐZHௐKDYHௐRYHUௐௐIURQWOLQHௐVHUYLFHௐSURYLGHUVௐQDWLRQZLGHௐLQௐRYHUௐௐEUDQFKௐORFDWLRQVௐ7KHVHௐVHUYLFHௐ SURYLGHUVௐDUHௐGLUHFWௐHPSOR\HHVௐRIௐ-RKQVRQௐ&RQWUROV 'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐSURFHGXUHௐRIௐ\RXUௐ FXVWRPHUௐVHUYLFHௐSURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐFRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐ LQFHQWLYHVௐWKDWௐKHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐVHUYLFHௐ JRDOVௐRUௐSURPLVHV -RKQVRQௐ&RQWUROVௐVHUYLFHௐWHDPௐSURYLGHVௐHPHUJHQF\ௐDQGRUௐFDOODVQHHGHGௐVHUYLFHௐ'LVSDWFKHGௐWKURXJKௐRXUௐKRXUௐ RSHUDWLRQௐFHQWHUௐSURIHVVLRQDOௐWUDGHVPHQௐDQGௐWHFKQLFLDQVௐDUHௐDYDLODEOHௐZKHQHYHUௐDQGௐZKHUHYHUௐQHHGHGௐ,QௐPRVWௐ1RUWKௐ $PHULFDQௐORFDWLRQVௐZHௐKDYHௐWKHௐFDSDELOLW\ௐWRௐDQVZHUௐHPHUJHQF\ௐFDOOVௐZLWKLQௐWZRௐKRXUVௐRIௐWKHௐRULJLQDOௐFDOOௐLIௐUHTXLUHGௐ E\ௐWKHௐFXVWRPHUௐ2QFHௐLVVXHVௐDUHௐORJJHGௐYLDௐRXUௐKRXUௐHPHUJHQF\ௐQXPEHUௐDௐUHFRUGௐRIௐWKHௐHPHUJHQF\ௐLVௐPDGHௐIRUௐ WUDFNLQJௐSXUSRVHVௐDQGௐDௐVHUYLFHௐWHDPௐPHPEHUௐRUௐPHPEHUVௐZLOOௐEHௐGLVSDWFKHGௐWRௐWKHௐVLWHௐRIௐWKHௐLVVXH :HௐDOVRௐSURYLGHௐQH[WGD\ௐVHUYLFHௐIRUௐURXWLQHௐVHUYLFHௐFDOOVௐ:HௐJXDUDQWHHௐWRௐDQVZHUௐHPHUJHQF\ௐFDOOVௐZLWKLQௐௐKRXUVௐRIௐ \RXUௐFDOOௐDQGௐKDYHௐWHFKQLFLDQVௐDYDLODEOHௐKRXUVௐDௐGD\ௐVHYHQௐGD\VௐDௐZHHN ,QௐDGGLWLRQௐWRௐWKHௐVHUYLFHௐUHTXLUHGௐRXUௐWHFKQLFLDQVௐZLOOௐVXJJHVWௐZD\VௐWRௐLPSURYHௐFRQGLWLRQVௐDVௐZHOOௐDVௐDOWHUQDWHௐ PHWKRGVௐRIௐRSHUDWLRQVௐ,IௐQHHGHGௐWKH\ௐZLOOௐFRQWDFWௐRWKHUௐVSHFLDOLVWVௐWRௐDVVLVWௐZLWKௐWKHௐLVVXHVௐDWௐKDQGௐDQGௐSURYLGHௐ\RXௐ ZLWKௐZULWWHQௐGRFXPHQWDWLRQ 6RPHௐYHU\ௐUHPRWHௐORFDWLRQVௐPD\ௐEHௐPRUHௐWKDQௐKRXUVௐDZD\ௐIURPௐDௐVHUYLFHௐEUDQFKௐ,QௐWKRVHௐFDVHVௐZHௐPD\ௐLQVWDOOௐ DGGLWLRQDOௐWHFKQRORJ\ௐWRௐHQDEOHௐXVௐWRௐGHWHFWௐDQDO\]HௐDQGௐSRVVLEO\ௐUHPHG\ௐSUREOHPVௐUHPRWHO\ௐ$QRWKHUௐRSWLRQௐLVௐ HVWDEOLVKLQJௐDௐFRQQHFWLRQௐWRௐRXUௐ5HPRWHௐ2SHUDWLRQVௐ&HQWHUௐZKRௐFDQௐWKHQௐGHWHFWௐUHSRUWௐDQGௐIL[ௐSUREOHPVௐDVௐWKH\ௐ RFFXUௐ,QௐVRPHௐFDVHVௐZHௐKDYHௐVXEFRQWUDFWHGௐZLWKௐDௐORFDOௐILUPௐWKDWௐFDQௐSURYLGHௐVHUYLFHௐZLWKLQௐWKHௐKRXUௐZLQGRZ :HௐGHOLYHUௐXQSDUDOOHOHGௐ2(0ௐVHUYLFHௐVXSSRUWௐIRUௐRXUௐLQGXVWU\OHDGLQJௐ<25.ௐFKLOOHUVௐDQGௐ0HWDV\VௐEXLOGLQJௐPDQDJHPHQWௐ V\VWHPௐDVௐZHOOௐDVௐWKHௐH[SHUWLVHௐWRௐVHUYLFHௐDQ\ௐFRPSHWLWLYHௐEUDQGௐRIௐHTXLSPHQWௐLQFOXGLQJௐFKLOOHUVௐERLOHUVௐ+9$&ௐ PHFKDQLFDOௐHTXLSPHQWௐDQGௐFRQWUROVௐV\VWHPVௐ:KHQௐLWௐFRPHVௐWRௐVHUYLFLQJௐ+9$&ௐHTXLSPHQWௐRUௐFRQWUROVௐV\VWHPVௐZHௐZLOOௐ SURYLGHௐFXVWRPHUVௐZLWKௐWKHௐH[SHUWLVHௐUHVRXUFHVௐSURIHVVLRQDOLVPௐDQGௐUHVXOWVௐH[SHFWHGௐIURPௐDௐJOREDOௐLQGXVWU\ௐOHDGHUௐ±ௐ ZLWKௐWKHௐDWWHQWLRQௐWRௐGHWDLOௐDQGௐFRPPLWPHQWௐWRௐWKHௐFRPPXQLW\ௐRIௐDௐORFDOௐVHUYLFHௐSURYLGHUௐௐ 7KHௐ-RKQVRQௐ&RQWUROVௐ(6HUYLFHௐWRROௐSURYLGHVௐDௐFXVWRPHUௐSRUWDOௐZKHUHௐ6RXUFHZHOOௐPHPEHUVௐFDQௐDFFHVVௐLQIRUPDWLRQௐ UHODWHGௐWRௐWKHLUௐEXLOGLQJ V ௐDQGௐVHUYLFHௐMREVௐLQFOXGLQJௐGHWDLOVௐDERXWௐVHUYLFHௐKLVWRU\ௐVHUYLFHௐUHTXHVWVௐDJUHHPHQWVௐDQGௐ LQYRLFHVௐ)URPௐWKHௐPDLQௐSRUWDOௐSDJHௐWKH\ௐFDQௐDOVRௐUHYLHZௐQHZVௐDUWLFOHVௐDQGௐFRQQHFWௐGLUHFWO\ௐWRௐYDULRXVௐRIIHULQJV 2XUௐVHUYLFHௐEUDQFKHVௐDUHௐFHUWLILHGௐWRௐVHUYLFHௐDௐZLGHௐUDQJHௐRIௐIDFLOLW\ௐLQIUDVWUXFWXUHVௐLQFOXGLQJௐWKHௐIROORZLQJ ௐௐௐௐ%XLOGLQJௐDXWRPDWLRQௐFRQWUROௐV\VWHPV ௐௐௐௐ&KLOOHUௐDQGௐUHIULJHUDWLRQௐHTXLSPHQW ௐௐௐௐ%RLOHUVௐDQGௐDVVRFLDWHGௐKHDWLQJௐV\VWHPV ௐௐௐௐ$LUௐKDQGOLQJௐHTXLSPHQWௐDQGௐODUJHௐIDQV ௐௐௐௐ+\GURQLFௐHTXLSPHQWௐLQFOXGLQJௐSXPSVௐDQGௐFRROLQJௐWRZHUV ௐௐௐௐ3QHXPDWLFௐDLUௐV\VWHPVௐ FRQWUROௐDQGௐSURFHVV ௐௐௐௐ)LUHௐDODUPௐV\VWHPV ௐௐௐௐ6HFXULW\ௐDQGௐFDUGௐDFFHVVௐFRQWUROௐV\VWHPV ௐௐௐௐ/RZௐDQGௐKLJKௐYROWDJHௐHOHFWULFDOௐV\VWHPV ௐௐௐௐ3DFNDJHGௐURRIWRSௐXQLWVௐDQGௐXQLWDU\ௐKHDWFRROLQJௐHTXLSPHQW 0DLQWHQDQFH ,QௐRUGHUௐWRௐSURWHFWௐ\RXUௐLQYHVWPHQWௐLQௐLWVௐHTXLSPHQWௐDQGௐIDFLOLWLHVௐLWௐLVௐSUXGHQWௐWRௐSHUIRUPௐUHJXODUௐVHUYLFHPDLQWHQDQFHௐ DVௐRXWOLQHGௐE\ௐWKHௐPDQXIDFWXUHUVௐ:LWKௐDQௐRSWLPDOௐPDLQWHQDQFHௐVWUDWHJ\ௐRQHௐFDQௐH[SHFWௐDௐUHGXFWLRQௐLQௐGRZQWLPHௐ PDLQWHQDQFHௐDQGௐRSHUDWLQJௐFRVWVௐ(VSHFLDOO\ௐLQௐDௐVWULQJHQWௐFRVWUHGXFWLRQௐHQYLURQPHQWௐ±ௐDQGௐZLWKௐLQFUHDVLQJௐGHPDQGVௐ SODFHGௐXSRQௐIDFLOLW\ௐPDQDJHUVௐDQGௐVWDIIௐ±ௐLWௐLVௐPRUHௐLPSRUWDQWௐWKDQௐHYHUௐWRௐILQGௐZD\VௐWRௐVLPSOLI\ௐH[SHGLWHௐDQGௐ LPSURYHௐRQH¶VௐMREௐZKLOHௐILQGLQJௐFRVWௐHIILFLHQFLHVௐDORQJௐWKHௐZD\ :HௐFDQௐFXVWRPL]HௐDௐIDFLOLW\ௐPDLQWHQDQFHௐSODQௐWRௐDGGUHVVௐWKHௐPDQXIDFWXUHU¶VௐUHFRPPHQGHGௐSUHYHQWDWLYHௐPDLQWHQDQFHௐ WDVNVௐIRUௐDOOௐRIௐ\RXUௐHTXLSPHQWௐ$QௐHIIHFWLYHௐVWUDWHJ\ௐDSSOLHVௐDQௐRSWLPXPௐPL[ௐRIௐGLIIHUHQWௐDSSURDFKHVௐEDVHGௐRQௐWKHௐ ULVNௐLPSDFWௐRUௐFRVWௐDQGௐFRQVHTXHQFHVௐRIௐIDLOXUHௐ(VWDEOLVKLQJௐWKLVௐSURSHUௐPL[ௐDQGௐIRFXVLQJௐRQௐFRQWLQXRXVௐLPSURYHPHQWௐ LVௐHTXDOO\ௐLPSRUWDQWௐLQௐDௐVXFFHVVIXOௐVWUDWHJ\ 5HDFWLYHௐ0DLQWHQDQFH )L[LQJௐRUௐUHSODFLQJௐHTXLSPHQWௐRQO\ௐZKHQௐWKH\ௐIDLOௐ$VVHWVௐZLOOௐEHௐRXWௐRIௐVHUYLFHௐXQWLOௐIL[HGௐ6LJQLILFDQWௐRYHUWLPHௐDQGௐ H[SHGLWHGௐGHOLYHU\ௐFRVWVௐLQFXUUHG 3UHGLFWLYHௐ0DLQWHQDQFH &KHFNLQJௐWKHௐFRQGLWLRQௐRIௐWKHௐHTXLSPHQWௐDVௐLWௐRSHUDWHVௐ(TXLSPHQWௐFRQGLWLRQVௐUDWKHUௐWKDQௐWLPHௐLQWHUYDOVௐGHWHUPLQHௐWKHௐ QHHGௐIRUௐVHUYLFH 3UHYHQWDWLYHௐ0DLQWHQDQFH 6FKHGXOLQJௐPDLQWHQDQFHௐDWௐVSHFLILFௐWLPHVௐRIIHUVௐWKHௐILUVWௐOLQHௐRIௐGHIHQVHௐDJDLQVWௐIDLOXUH 3URDFWLYHௐ0DLQWHQDQFH $GGUHVVHVௐURRWௐFDXVHVௐLGHQWLILHGௐE\ௐSUHGLFWLYHௐPHWKRGVௐ,WௐLVRODWHVௐDQGௐFRUUHFWVௐWKHௐVRXUFHVௐRIௐIDLOXUHௐDOWRJHWKHU 'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐ\RXUௐ SURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ WKHௐ8QLWHGௐ6WDWHV -RKQVRQௐ&RQWUROVௐZLOOௐVXSSRUWௐDOOௐJHRJUDSKLFௐDUHDVௐDQGௐPDUNHWௐVHFWRUVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐWKURXJKௐWKHௐSURSRVHGௐ FRQWUDFWௐ:HௐZLOOௐEHௐRIIHULQJௐDQGௐSURPRWLQJௐDQௐDZDUGHGௐFRQWUDFWௐWRௐDOOௐ6RXUFHZHOOௐPHPEHUௐVHJPHQWVௐDQGௐYHUWLFDOVௐ WKURXJKௐWKHௐSURSRVHGௐFRQWUDFW 'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐ\RXUௐ SURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ &DQDGD -RKQVRQௐ&RQWUROVௐIUHTXHQWO\ௐSURYLGHVௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐFXVWRPHUVௐLQௐ&DQDGDௐDQGௐZLOOௐJODGO\ௐVXSSRUWௐ6RXUFHZHOOௐ &DQDGLDQௐPHPEHUVௐ:HௐKDYHௐVXFFHVVIXOO\ௐPDQDJHGௐHQJLQHHUHGௐDQGௐLPSOHPHQWHGௐPRUHௐWKDQௐௐPLOOLRQௐLQௐ SHUIRUPDQFHௐFRQWUDFWௐSURMHFWVௐDFURVVௐ&DQDGDௐZKLFKௐUHSUHVHQWVௐRYHUௐௐPLOOLRQௐLQௐJXDUDQWHHGௐVDYLQJVௐ:HௐKDYHௐௐ EUDQFKௐRIILFHVௐORFDWHGௐWKURXJKRXWௐ&DQDGDௐZKLFKௐHQDEOHVௐXVௐWRௐSURYLGHௐ+9$&ௐV\VWHPVௐDQGௐVHUYLFHVௐWRௐDOOௐSURYLQFHVௐ <XNRQௐ7HUULWRU\ௐWKHௐ1RUWKZHVWௐ7HUULWRULHVௐDQGௐ1XQDYXW ,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐRUௐ &DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐVHUYLQJௐWKURXJKௐWKHௐ SURSRVHGௐFRQWUDFW -RKQVRQௐ&RQWUROVௐFDQௐVHUYLFHௐDOOௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐDOOௐ6RXUFHZHOOௐ0HPEHUௐVHFWRUVௐ:HௐKDYHௐ DQௐLQWHUQDWLRQDOௐSUHVHQFHௐDQGௐDQௐH[WHQVLYHௐSUHVHQFHௐLQௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐ:HௐSURYLGHௐ+9$&ௐV\VWHPVௐ DQGௐVHUYLFHVௐWRௐDOOௐPDUNHWVௐDQGௐVHFWRUVௐDQGௐKDYHௐHQWLUHௐWHDPVௐGHGLFDWHGௐWRௐ6WDWHௐ*RYHUQPHQWௐ+LJKHUௐ(GXFDWLRQௐ. ௐ6FKRROVௐDQGௐ'LVWULFWVௐ/RFDOௐ*RYHUQPHQWௐ)HGHUDOௐ*RYHUQPHQWௐ+HDOWKFDUHௐDQGௐ3XEOLFௐ+RXVLQJ ,GHQWLI\ௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐVHFWRUVௐ LHௐ JRYHUQPHQWௐHGXFDWLRQௐQRWIRUSURILW ௐWKDWௐ\RXௐZLOOௐ127ௐEHௐ IXOO\ௐVHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐFRQWUDFWௐ([SODLQௐLQௐGHWDLOௐ )RUௐH[DPSOHௐGRHVௐ\RXUௐFRPSDQ\ௐKDYHௐRQO\ௐDௐUHJLRQDOௐ SUHVHQFHௐRUௐGRௐRWKHUௐFRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐOLPLWௐ \RXUௐDELOLW\ௐWRௐSURPRWHௐDQRWKHUௐFRQWUDFW" -RKQVRQௐ&RQWUROVௐ,QFௐFDQௐVHUYLFHௐDOOௐJHRJUDSKLFௐDUHDVௐLQௐ1RUWKௐ$PHULFDௐDFURVVௐDOOௐHQWLW\ௐVHFWRUVௐZLWKௐQRௐOLPLWDWLRQV 'HILQHௐDQ\ௐVSHFLILFௐFRQWUDFWௐUHTXLUHPHQWVௐRUௐUHVWULFWLRQVௐWKDWௐ ZRXOGௐDSSO\ௐWRௐRXUௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ $ODVNDௐDQGௐLQௐ86ௐ7HUULWRULHV -RKQVRQௐ&RQWUROVௐRSHUDWHVௐRIILFHVௐORFDWHGௐLQௐ+,ௐ$.ௐDQGௐ86ௐ7HUULWRULHVௐௐௐௐ7KHUHௐZLOOௐQRWௐEHௐDQ\ௐDGGLWLRQDOௐFKDUJHVௐWRௐ VHUYLFHௐFXVWRPHUVௐORFDWHGௐZLWKLQௐWKHVHௐDUHDVௐXQOHVVௐWKH\ௐDUHௐPRUHௐWKDQௐRXUௐVWDQGDUGௐEUDQFKௐUHVSRQVHௐDUHDௐRIௐௐ KRXUV¶ௐWUDYHOௐIURPௐWKHௐQHDUHVWௐ-RKQVRQௐ&RQWUROVௐRIILFH Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 7DEOH 0DUNHWLQJ3ODQ /LQH,WHP 4XHVWLRQ 5HVSRQVH 'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐSURPRWLQJௐWKLVௐ FRQWUDFWௐRSSRUWXQLW\ௐௐ8SORDGௐUHSUHVHQWDWLYHௐVDPSOHVௐ RIௐ\RXUௐPDUNHWLQJௐPDWHULDOVௐ LIௐDSSOLFDEOH ௐLQௐWKHௐ GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH 2XUௐSURSRVHGௐ6RXUFHZHOOௐPDUNHWLQJௐSODQௐLQFOXGHVௐDௐFRRUGLQDWHGௐHIIRUWௐEHWZHHQௐ-RKQVRQௐ&RQWUROVௐDQGௐ6RXUFHZHOOௐ:HௐZLOOௐ FRQWLQXHௐWRௐPDUNHWௐWKHௐ6285&(:(//ௐSURJUDPௐERWKௐLQWHUQDOO\ௐDQGௐH[WHUQDOO\ௐYLDௐRXUௐFRUSRUDWHௐZHEVLWHVௐ%URFKXUHVௐZLOOௐEHௐ GLVSHQVHGௐLQௐERWKௐKDUGௐFRS\ௐDQGௐHOHFWURQLFௐIRUPDWௐ2XUௐWHDP¶Vௐ&RRSHUDWLYHௐ3URJUDPௐௐ0DQDJHUௐ0Uௐ7RPௐ6WDYHVௐZLOOௐFRQWLQXHௐ WRௐRYHUVHHௐWKHௐSURJUDPௐ0Uௐ6WDYHVௐZLOOௐEHௐUHVSRQVLEOHௐIRUௐGULYLQJௐJURZWKௐ+HௐZLOOௐEHௐDVVLVWHGௐE\ௐWKHௐIROORZLQJௐSHUVRQQHOௐZKRௐ KDYHௐDOVRௐEHHQௐVXSSRUWLQJௐ6RXUFHZHOOௐLQௐWKH SDVWௐ7KHௐIROORZLQJௐVDOHVௐSHUVRQQHOௐZLOOௐDVVLVWௐZLWKௐWKHௐWUDLQLQJௐSURPRWLRQௐDQGௐGLUHFWௐVDOHVௐWRௐ6285&(:(//ௐFOLHQWV 0Vௐ0DU\ௐ%HWKௐ$OH[DQGHUௐௐ%XVLQHVVௐ'HYHORSPHQWௐ0JU 0Vௐ0HODQLHௐ/H&ODLUௐௐ%XVLQHVVௐ'HYHORSPHQWௐ0JU 0Vௐ+D\OH\ௐ1LWVFKNHௐௐ0DUNHWLQJ 7KHௐ6RXUFHZHOOௐ/RJRௐZLOOௐEHௐDGGHGௐWRௐWUDGHVKRZௐEDQQHUVௐDQGௐSURPRWHGௐORFDOO\ௐDQGௐQDWLRQDOO\ௐYLDௐQXPHURXVௐWUDGHVKRZVௐRXUௐ SHUVRQQHOௐDWWHQGVௐWKURXJKRXWௐWKHௐ\HDUௐ:HௐZLOOௐFRQWLQXHௐWRௐSURPRWHௐ6RXUFHZHOOௐYLDௐRXUௐZHEVLWHௐ:HௐZLOOௐDOVRௐGLVWULEXWHௐDௐIRUPௐ WRௐFOLHQWVௐ7KHௐIRUPௐZLOOௐEHௐXVHGௐWRௐUHTXHVWௐDGGLWLRQDOௐLQIRUPDWLRQௐRUௐVFKHGXOHௐDௐPHHWLQJௐZLWKௐDௐVDOHVௐUHSUHVHQWDWLYH 'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐGLJLWDOௐGDWDௐ HJௐVRFLDOௐPHGLDௐPHWDGDWDௐXVDJH ௐWRௐHQKDQFHௐ PDUNHWLQJௐHIIHFWLYHQHVV :HௐXVHௐDௐYDULHW\ௐRIௐHOHFWURQLFௐSODWIRUPVௐWRௐHQVXUHௐFRQWUDFWௐDZDUHQHVVௐDQGௐWRௐFRQWLQXDOO\ௐHGXFDWHௐFXVWRPHUVௐRQௐOLIHௐVDIHW\ௐLQௐ JHQHUDOௐ6RPHௐFXUUHQWௐXSGDWHVௐWKDWௐDUHௐLQௐSURFHVVௐLQFOXGH ௐKDYLQJௐDௐVWURQJௐGLJLWDOௐFRPSRQHQWௐWRௐRXUௐDGYHUWLVLQJௐSURJUDPௐWKDWௐ LQFOXGHVௐSD\SHUFOLFNௐDGYHUWLVLQJௐ2QOLQHௐEDQQHUௐDGYHUWLVLQJௐHQHZVOHWWHUVௐOLQNVௐWRௐ-RKQVRQ&RQWUROVFRP IURPௐNH\ௐZHEVLWHVௐ:HௐFRQWLQXHௐWRௐPDNHௐVLJQLILFDQWௐLQYHVWPHQWVௐLQௐUHGHVLJQLQJௐRXUௐZHEVLWHௐDQGௐLPSOHPHQWLQJௐPDUNHWLQJௐ DXWRPDWLRQௐVRIWZDUHௐWKDWௐLQWHJUDWHVௐZLWKௐVDOHVIRUFHFRP ௐௐௐௐ8SGDWHௐRXUௐH[LVWLQJௐFXVWRPHUௐGDWDEDVHௐILOHVௐIRUௐNQRZQௐ6RXUFHZHOOௐPHPEHUV ௐௐௐௐ&RQWLQXRXVௐUHIUHVKXSGDWHVௐWRௐWKHௐ,QWHUQHWௐ DVௐVWDWHGௐWKHUHௐZLOOௐEHௐDௐGHGLFDWHGௐSDJHௐWRௐ6RXUFHZHOO ௐௐௐௐ&RQGXFWௐ(PDLOHUௐFDPSDLJQV ௐௐௐௐ:HௐKDYHௐODXQFKHGௐDௐYHU\ௐVXFFHVVIXOௐZHELQDUௐVHULHVௐ³/HDUQௐIURPௐWKHௐ/HDGHU´ௐWKDWௐWDNHVௐRQௐDௐQHZௐLQGXVWU\UHODWHGௐWRSLFௐ RQFHௐSHUௐTXDUWHUௐ)UHHௐIRUௐDOOௐWKDWௐDWWHQG ௐௐௐௐ$OOௐ6RXUFHZHOOௐFXVWRPHUVௐZLOOௐKDYHௐDFFHVVௐWRௐ6HUYLFHௐ&KDQQHOௐ$ௐGHGLFDWHGௐVHFXUHௐSRUWDOௐZKHUHௐLQVSHFWLRQௐUHSRUWVௐZLOOௐ EHௐXSORDGHGௐVHUYLFHௐFDOOVௐFDQௐEHௐSODFHGௐDQGௐFDQௐHYHQௐFKHFNௐRQௐWKHௐWLPHௐXQWLOௐWKHௐWHFKQLFLDQௐDUULYHV ௐௐௐௐ:LOOௐSURPRWHௐYLDௐQHZVOHWWHUௐDQGௐFRUSRUDWHௐDQQRXQFHPHQW ,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐLQௐSURPRWLQJௐ FRQWUDFWVௐDULVLQJௐRXWௐRIௐWKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐ LQWHJUDWHௐDௐ6RXUFHZHOODZDUGHGௐFRQWUDFWௐLQWRௐ\RXUௐ VDOHVௐSURFHVV" -RKQVRQௐ&RQWUROVௐHQWLWLHVௐKDYHௐKDGௐWUHPHQGRXVௐVXFFHVVௐZLWKௐRXUௐSUHYLRXVௐ6RXUFHZHOOௐDZDUGVௐ$Vௐ\RXௐVHHௐZHௐKDYHௐPDQ\ௐRIௐ WKHௐVDPHௐFXVWRPHUVௐVWLOOௐZLWKௐXVௐXQGHUௐ6RXUFHZHOOௐDQGௐKDYHௐJUHDWO\ௐH[SDQGHGௐWKHௐSURJUDPௐ:HௐFRQWLQXHௐWRௐPDNHௐ LPSURYHPHQWVௐDQGௐEXLOGௐXSRQௐSDVWௐVXFFHVVHVௐDQGௐOHDUQௐIURPௐRXUௐH[SHULHQFHVௐ$IILOLDWHGௐFRPSDQLHVௐLQFOXGLQJௐ-RKQVRQௐ&RQWUROVௐ 6HFXULW\ௐ6ROXWLRQVௐ-RKQVRQௐ&RQWUROVௐ&DQDGDௐ/3ௐDQGௐ7\FRௐ,QWHJUDWHGௐ)LUHௐDQGௐ6HFXULW\ௐKDYHௐWKHௐEHQHILWௐRIௐZRUNLQJௐIURPௐ SURFHGXUHVௐWKDWௐKDYHௐEHHQௐHVWDEOLVKHGௐE\ௐ-RKQVRQௐ&RQWUROVௐ)LUHௐ3URWHFWLRQ 2XUௐWHDPௐLVௐGULYHQௐWRௐSURYLGHௐHIILFLHQWௐSXEOLFௐVHUYLFHௐWKURXJKௐRXUௐQDWLRQDOௐFRQWUDFWௐSXUFKDVLQJௐVROXWLRQVௐDQGௐRWKHUௐUHODWHGௐ SURJUDPVௐ:HௐDUHௐRQO\ௐDEOHௐWRௐGRௐWKLVௐDVௐZHௐZRUNௐWRJHWKHU ௐWRௐFUHDWHௐDௐXQLILHGௐSXUFKDVLQJௐDOOLDQFHௐWKDWௐLVௐYDOXHGௐE\ௐERWKௐ 6RXUFHZHOOௐ0HPEHUVௐDQGௐFRQWUDFWHGௐVXSSOLHUV :HௐXQGHUVWDQGௐRXUௐVDOHVௐVWDIIௐZLOOௐEHௐUHVSRQVLEOHௐIRUௐWKHௐPDMRULW\ௐRIௐWKHௐPDUNHWLQJௐUHVSRQVLELOLWLHVௐIRUௐWKLVௐFRQWUDFWௐ:HௐDUHௐ SRVLWLRQHGௐWRௐFRQWLQXHௐWRௐZRUNௐWRJHWKHUௐWRௐVXSSRUWௐDௐZLGHௐUDQJHௐRIௐ6RXUFHZHOOௐFOLHQWV $UHௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐDYDLODEOHௐWKURXJKௐDQௐH SURFXUHPHQWௐRUGHULQJௐSURFHVV"ௐ,IௐVRௐGHVFULEHௐ\RXUௐH SURFXUHPHQWௐV\VWHPௐDQGௐKRZௐJRYHUQPHQWDOௐDQGௐ HGXFDWLRQDOௐFXVWRPHUVௐKDYHௐXVHGௐLW 0RVWௐRIௐRXUௐSURGXFWVௐDUHௐGHVLJQHGௐGHYHORSHGௐDQGௐLQWHJUDWHGௐWRௐPHHWௐVSHFLILFௐFXVWRPHUௐQHHGVௐ661$ௐSURGXFWVௐDQGௐVHUYLFHVௐ DUHௐSXUFKDVHGௐSULPDULO\ௐWKURXJKௐRXUௐORFDOௐEUDQFKௐQHWZRUN 7DEOH 9DOXH$GGHG$WWULEXWHV /LQH,WHP 4XHVWLRQ 5HVSRQVH 'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐPDLQWHQDQFHௐ RUௐRSHUDWRUௐWUDLQLQJௐSURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ,QFOXGHௐGHWDLOVௐ VXFKௐDVௐZKHWKHUௐWUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐFRVWVௐWKDWௐDSSO\ %\ௐSDUWQHULQJௐZLWKௐ-RKQVRQௐ&RQWUROVௐ6RXUFHZHOOௐPHPEHUVௐZLOOௐKDYHௐWKHௐDELOLW\ௐWRௐFXVWRPL]HௐWUDLQLQJௐWRௐPHHWௐWKHLUௐQHHGVௐ2XUௐ SURJUDPVௐFDQௐEHௐFRPSUHKHQVLYHௐWRௐLQFUHDVHௐWKHௐVHOIVXIILFLHQF\ௐRIௐVWDIIௐRUௐPRUHௐIRFXVHGௐWRௐGHYHORSௐFRPSHWHQFLHVௐZKHUHௐ QHHGHGௐ:HௐGHVLJQௐRXUௐWUDLQLQJௐSURJUDPVௐLQௐFRQMXQFWLRQௐZLWKௐRXUௐVHUYLFHௐRIIHULQJVௐWRௐSURWHFWௐFXVWRPHUௐLQYHVWPHQWVௐZKLOHௐ PD[LPL]LQJௐWKHௐHIILFLHQF\ௐRIௐWKHLUௐRSHUDWLRQVௐ7KURXJKௐFRQWLQXRXVௐVXSSRUWௐDQGௐSURIHVVLRQDOௐGHYHORSPHQWௐZHௐDOLJQௐRXUௐVHUYLFHVௐ ZLWKௐWKHLUௐPLVVLRQ 7RௐFUHDWHௐDௐWUXO\ௐIRFXVHGௐOHDUQLQJௐH[SHULHQFHௐZHௐFDUHIXOO\ௐFXVWRPL]HௐRXUௐWUDLQLQJௐSURJUDPVௐWRௐDOLJQௐZLWKௐ\RXUௐJRDOVௐDQGௐ REMHFWLYHVௐ7RௐKHOSௐGHWHUPLQHௐZKDWௐWUDLQLQJௐZLOOௐEHௐUHTXLUHGௐIRUௐ\RXUௐVWDIIௐZHௐZLOOௐZRUNௐZLWKௐ\RXௐWKURXJKௐDௐVHULHVௐRIௐEULHIௐ LQWHUYLHZVௐDQGௐVLPSOHௐWHVWVௐZLWKௐUHSUHVHQWDWLYHVௐIURPௐPDLQWHQDQFHௐVXSHUYLVRUVௐPDLQWHQDQFHௐVWDIIௐIDFLOLWLHVௐHQJLQHHULQJௐDQGௐ TXDOLW\ௐFRQWUROௐ7KHௐSURJUDPௐVWHSVௐLQFOXGHௐWKHௐIROORZLQJ ௐௐௐௐ'HILQHௐFXUUHQWௐPDLQWHQDQFHௐDQGௐRSHUDWLQJௐSURFHGXUHV ௐௐௐௐ'HILQHௐUHTXLUHGௐPDLQWHQDQFHௐDQGௐRSHUDWLQJௐSURFHGXUHVௐUHTXLUHGௐIRUௐQHZௐHTXLSPHQW ௐௐௐௐ5HYLHZௐWUDLQLQJௐRSWLRQVௐZLWKௐSODQWௐHQJLQHHULQJௐDQGௐPDLQWHQDQFH ௐௐௐௐ'HWHUPLQHௐDQGௐRUJDQL]HௐWUDLQLQJௐSURJUDPVௐEDVHGௐRQௐQHHGௐDQGௐVNLOOௐOHYHOௐIRUௐIXQFWLRQDOௐJURXSVௐZLWKLQௐWKHௐIDFLOLW\ௐ VXSHUYLVRUVௐPDLQWHQDQFHௐVWDIIௐFXVWRGLDOௐHWF ௐௐௐௐ3HUIRUPௐWUDLQLQJௐZLWKௐHDFKௐJURXSௐXVLQJௐDௐPL[ௐRIௐWKHRU\ௐKDQGVRQௐSUDFWLFHௐDQGௐPDLQWHQDQFHௐPDQXDOௐDSSOLFDWLRQ ௐௐௐௐ5HFRUGௐHDFKௐVHVVLRQௐIRUௐIXWXUHௐXVHௐE\ௐVWDII ௐௐௐௐ2QௐDௐUHJXODUௐEDVLVௐUHSHDWௐDQGௐUHGHVLJQௐQHZௐQHHGVௐDQGௐUHHVWDEOLVKௐFRPSHWHQF\ௐRQௐROGௐRQHV -RKQVRQௐ&RQWUROVௐ,QVWLWXWH 3URIHVVLRQDOௐLQVWUXFWRUVௐZLWKௐLQGXVWU\ௐH[SHULHQFHௐVWDWHRIWKHDUWௐHTXLSPHQWௐDQGௐKDQGVRQௐODEௐDFWLYLWLHVௐDUHௐKDOOPDUNVௐRIௐWKHௐ -RKQVRQௐ&RQWUROVௐ7UDLQLQJௐ,QVWLWXWHௐH[SHULHQFHௐ7KHௐ,QVWLWXWHௐKDVௐEHHQௐZLGHO\ௐUHJDUGHGௐDVௐRQHௐRIௐWKHௐEHVWௐHGXFDWLRQDOௐVRXUFHVௐLQௐ WKHௐEXLOGLQJௐHQYLURQPHQWVௐLQGXVWU\ௐVLQFHௐLWVௐHVWDEOLVKPHQWௐLQௐ ௐ(DFKௐ\HDUௐPRUHௐWKDQௐௐFOLHQWVௐDQGௐHPSOR\HHVௐDWWHQGௐ FRXUVHVௐDWௐRXUௐLQVWLWXWH ௐ7UDLQLQJௐLVௐDYDLODEOHௐRQVLWHௐRUௐDWௐRQHௐRIௐRXUௐPDQ\ௐWUDLQLQJௐFHQWHUVௐDFURVVௐWKHௐ86ௐ2QVLWHௐWUDLQLQJௐIHDWXUHVௐKDQGVRQௐWUDLQLQJௐ RQௐ\RXUௐRZQௐHTXLSPHQWௐ)RUௐDௐOLVWLQJௐRIௐFRXUVHVௐSOHDVHௐYLVLWௐRXUௐZHEVLWHௐDWௐZZZMRKQVRQFRQWUROVFRP 3DFNDJHGௐ7UDLQLQJௐ3URJUDPV :HௐUHDOL]HௐWKDWௐRIIVLWHௐFODVVURRPௐLQVWUXFWLRQௐLVௐQRWௐDOZD\VௐSUDFWLFDOௐ)RUௐWKDWௐUHDVRQௐWKHௐ,QVWLWXWHௐSURGXFHVௐVHYHUDOௐSDFNDJHGௐ WUDLQLQJௐSURJUDPVௐWRௐDVVLVWௐRXUௐFOLHQWVௐ&RQYHQLHQWௐDQGௐHIIHFWLYHௐLQKRXVHௐWUDLQLQJௐLVௐSRVVLEOHௐWKURXJKௐDௐYDULHW\ௐRIௐLQVWUXFWLRQDOௐ YLGHRWDSHVௐVRXQGVOLGHௐDQGௐFRPSXWHUEDVHGௐWUDLQLQJௐSURJUDPVௐSURGXFHGௐE\ௐWKHௐ,QVWLWXWH 7KHௐFRPSXWHUEDVHGௐWUDLQLQJௐSURJUDPVௐXVHௐWKHௐSRZHUௐDQGௐIOH[LELOLW\ௐRIௐWKHௐFRPSXWHUௐWRௐGHOLYHUௐDQௐLQWHUDFWLYHௐOHDUQLQJௐ H[SHULHQFHௐ,QWHUDFWLQJௐRQHRQRQHௐZLWKௐWKHௐFRPSXWHUௐWKHௐVWXGHQWௐFDQௐJDLQௐDௐEHWWHUௐZRUNLQJௐNQRZOHGJHௐRIௐ+9$&ௐV\VWHPVௐ HQHUJ\ௐPDQDJHPHQWௐFRQFHSWVௐDQGௐIDFLOLWLHVௐPDQDJHPHQWௐV\VWHPௐRSHUDWLRQௐ7KHௐVWXGHQWௐFDQௐUHYLHZௐHDFKௐPRGXODUௐOHVVRQௐDIWHUௐ WKHௐLQLWLDOௐOHDUQLQJௐH[SHULHQFHௐWRௐUHIUHVKௐVNLOOVௐDVௐQHHGHG %UDQFKௐDQGௐ2Q6LWHௐ,QVWUXFWLRQ %HFDXVHௐEUDQFKௐWUDLQLQJௐFDQௐSURYLGHௐDௐPRUHௐFRQYHQLHQWௐDQGௐFRVWHIIHFWLYHௐDOWHUQDWLYHௐWRௐRXUௐVWDQGDUGௐ,QVWLWXWHௐORFDWLRQVௐZHௐKDYHௐ FRQYHUWHGௐPDQ\ௐRI RXUௐPRUHௐSRSXODUௐFRXUVHVௐWRௐEUDQFKௐWUDLQLQJௐSURJUDPVௐ:HௐFDQௐDOVRௐFRQGXFWௐVHOHFWௐFRXUVHVௐXVLQJௐUHPRWHௐVHPLQDUVௐWKDWௐDOORZௐ JURXSௐWUDLQLQJௐRIௐWKHௐFOLHQW¶VௐIDFLOLWLHVௐV\VWHPVௐDQGௐHTXLSPHQWௐ2QVWDIIௐ-RKQVRQௐ&RQWUROVௐ,QVWLWXWHௐLQVWUXFWRUVௐWHDFKௐWKHௐUHPRWHௐ VHPLQDUVௐDWௐFOLHQWௐVLWHVௐRXUௐRIILFHVௐRUௐDQRWKHUௐFRQYHQLHQWௐORFDWLRQௐGHSHQGLQJௐRQௐWKHௐQHHGVௐRIௐWKHௐFOLHQWௐJURXSௐ:HௐXVHௐ SRUWDEOHௐHTXLSPHQWௐVLPXODWRUVௐWKDWௐHQDEOHௐHPSOR\HHVௐWRௐSUDFWLFHௐZLWKRXWௐMHRSDUGL]LQJௐEXLOGLQJௐRSHUDWLRQV $QRWKHUௐRSWLRQௐIRUௐRQVLWHௐLQVWUXFWLRQௐLVௐRQWKHMREௐWUDLQLQJௐZKLFKௐDOORZVௐRXUௐHQJLQHHUVௐWHFKQLFLDQVௐDQGௐPHFKDQLFVௐWRௐSURYLGHௐ LQVWUXFWLRQௐDWௐ\RXUௐIDFLOLWLHVௐ7KLVௐWUDLQLQJௐLVௐH[FHOOHQWௐIRUௐSUDFWLFDOௐDQGௐSURGXFWLYHௐOHDUQLQJௐ0DWHULDOVௐLQFOXGHௐFRXUVHௐKDQGERRNVௐ RQVLWHௐODERUDWRU\ௐVHVVLRQVௐDQGௐH[DPLQDWLRQVௐ7\SLFDOௐWRSLFVௐLQFOXGHௐHQHUJ\ௐPDQDJHPHQWௐ+9$&ௐV\VWHPVௐPDLQWHQDQFHௐDQGௐ IDFLOLW\ௐPDQDJHPHQWௐV\VWHPௐRSHUDWLRQௐ)LQDOO\ௐSKRQHௐVXSSRUWௐDQGௐWHFKQLFDOௐDVVLVWDQFHௐDUHௐDOZD\VௐDYDLODEOHௐRYHUௐWKHௐSKRQHௐRUௐ GXULQJௐRXUௐQRUPDOௐFOLHQWௐVHUYLFHௐYLVLWV Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐDGYDQFHVௐWKDWௐ\RXUௐ SURSRVHGௐSURGXFWVௐRUௐVHUYLFHVௐRIIHU 2XUௐODWHVWௐWHFKQRORJ\ௐGHSOR\PHQWௐLVௐ2SHQ%OXHௐZKLFKௐLVௐIXUWKHUௐGHVFULEHGௐLQௐ4XHVWLRQௐௐ,WௐLVௐDௐFRPSOHWHௐVXLWHௐRIௐFRQQHFWHGௐ VROXWLRQVௐWKDWௐGHOLYHUௐLPSDFWIXOௐVXVWDLQDELOLW\ௐQHZௐRFFXSDQWௐH[SHULHQFHVௐDQGௐUHVSHFWIXOௐVDIHW\ௐDQGௐVHFXULW\ௐWKDWௐFRPELQHVௐRXUௐ ௐ\HDUVௐRIௐEXLOGLQJௐH[SHUWLVHௐZLWKௐFXWWLQJHGJHௐWHFKQRORJ\ௐ2SHQ%OXHௐIHDWXUHVௐDௐVXLWHௐRIௐWDLORUHGௐ$,SRZHUHGௐVHUYLFHௐVROXWLRQVௐ VXFKௐDVௐUHPRWHௐGLDJQRVWLFVௐSUHGLFWLYHௐPDLQWHQDQFHௐFRPSOLDQFHௐPRQLWRULQJௐDGYDQFHGௐULVNௐDVVHVVPHQWVௐDQGௐPRUH 2QHௐRIௐRXUௐPRUHௐSRZHUIXOௐDQGௐSRSXODUௐWHFKQRORJLFDOௐDGYDQFHVௐLVௐRXUௐ&RQQHFWHGௐ6HUYLFHVௐ$OOௐPLFURSURFHVVRUEDVHGௐ<RUNௐ FKLOOHUVௐFDQௐEHௐFRQQHFWHGௐWRௐRXUௐ5HPRWHௐ2SHUDWLRQVௐ&HQWHUௐDQGௐPRQLWRUHGௐௐ7KLVௐLQIRUPDWLRQௐZLOOௐEHWWHUௐSUHSDUHௐRXUௐFKLOOHUௐ WHFKQLFLDQVௐGXULQJௐWKHLUௐVHUYLFHௐYLVLWVௐDQGௐDOHUWௐWKHPௐGXULQJௐDEQRUPDOௐRSHUDWLQJௐFRQGLWLRQVௐ2XUௐWHDPௐZLOOௐWUXO\ௐEHௐFRQQHFWHGௐWRௐ \RXUௐPHPEHU¶VௐRSHUDWLRQVௐUHVXOWLQJௐLQௐLPSURYHGௐSHUIRUPDQFH 7KLVௐWHFKQRORJ\ௐJLYHVௐRXUௐWHDPௐௐUHDGRQO\ௐDFFHVVௐWRௐFKLOOHUௐRSHUDWLRQDOௐGDWDௐUHPRWHO\ௐYLDௐRXUௐL3KRQHVௐDQGௐGHVNWRSௐ FRPSXWHUVௐWRௐPD[LPL]HௐXSWLPHௐKHOSௐ\RXௐPDQDJHௐFRVWVௐDQGௐPDNHௐLQIRUPHGௐGHFLVLRQVௐDERXWௐ\RXUௐHTXLSPHQWௐ &RQQHFWHGௐ6HUYLFHVௐZLOOௐQRWLI\ௐ-RKQVRQௐ&RQWUROVௐSHUVRQQHOௐLIௐWKHௐ<RUNௐFKLOOHUVௐDUHௐQRWௐRSHUDWLQJௐSURSHUO\ௐ$GGLWLRQDOO\ௐLWௐDOORZVௐ RXUௐWHFKQLFLDQVௐGLUHFWௐDFFHVVௐWRௐWKHௐ-RKQVRQௐ&RQWUROVௐLQWHUQDOௐLQWUDQHWௐIRUௐDFFHVVௐWRௐDOOௐ<RUNௐFKLOOHUௐDSSOLFDWLRQௐGDWDௐVHUYLFHௐ PDQXDOVௐDQGௐEXOOHWLQVௐSDUWVௐPDQXDOVௐDQGௐGLUHFWௐDFFHVVௐWRௐWKHௐ<RUNௐ)DFWRU\ௐ(QJLQHHULQJௐWHDP 7KLVௐDSSOLFDWLRQௐDOVRௐDOORZVௐRXUௐFXVWRPHUVௐWRௐVLJQௐRIIௐRQௐFRPSOHWHGௐZRUNௐZKLFKௐLVௐLPPHGLDWHO\ௐDYDLODEOHௐIRUௐYLHZLQJௐRQௐWKHௐ &XVWRPHUௐ3RUWDOௐ7KLVௐWRROௐDOVRௐJLYHVௐRXUௐWHFKQLFLDQVௐDFFHVVௐWRௐWKHௐLQWHUQHWௐIRUௐXSGDWHGௐLQIRUPDWLRQௐRQௐWKLUGSDUW\ௐHTXLSPHQWௐ DQGௐ-RKQVRQௐ&RQWUROVௐFRPSLOHGௐGDWDEDVHௐRQௐWKLUGSDUW\ௐHTXLSPHQW 'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐWKDWௐUHODWHௐWRௐ \RXUௐFRPSDQ\ௐRUௐWRௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐ DQGௐLQFOXGHௐDௐOLVWௐRIௐWKHௐFHUWLI\LQJௐDJHQF\ௐIRUௐ HDFK $Wௐ-RKQVRQௐ&RQWUROVௐZH¶YHௐEHHQௐGHGLFDWHGௐWRௐSURWHFWLQJௐWKHௐHQYLURQPHQWௐVLQFHௐRXUௐLQYHQWLRQௐRIௐWKHௐHOHFWULFௐWKHUPRVWDWௐLQௐௐ ZKLFKௐSURYLGHGௐDௐIXQGDPHQWDOௐVKLIWௐLQௐWKHௐHQHUJ\ HIILFLHQF\ௐRIௐEXLOGLQJVௐ1RZௐDOOௐRYHUௐWKHௐZRUOGௐRXUௐSURGXFWVௐDQGௐVHUYLFHVௐHPSRZHUௐFXVWRPHUVௐDQGௐFRPPXQLWLHVௐWRௐFRQVXPHௐ OHVVௐHQHUJ\ௐDQGௐFRQVHUYHௐUHVRXUFHV 2XUௐ2EMHFWLYHV 6XVWDLQDELOLW\ௐLVௐDQௐLQWHJUDOௐSDUWௐRIௐRXUௐYLVLRQௐDQGௐYDOXHVௐ2XUௐHQYLURQPHQWDOௐHIIRUWVௐDUHௐFRQGXFWHGௐZLWKௐWKHௐIROORZLQJௐREMHFWLYHVௐ LQௐPLQG ௐௐௐௐ6XSSRUWLQJௐRXUௐFRPSDQ\¶VௐJURZWKௐDQGௐH[FHHGLQJௐRXUௐFXVWRPHUV¶ௐLQFUHDVLQJௐH[SHFWDWLRQVௐIRUௐPRUHௐVXVWDLQDEOHௐSURGXFWVௐDQGௐ VHUYLFHV ௐௐௐௐ)RVWHULQJௐDௐFXOWXUHௐRIௐVXVWDLQDELOLW\ௐWKDWௐHQJDJHVௐDQGௐDWWUDFWVௐSHRSOHௐZKRௐZDQWௐWRௐPDNHௐDௐGLIIHUHQFH ௐௐௐௐ,PSURYLQJௐRXUௐRSHUDWLRQDOௐHIILFLHQF\ௐLQFOXGLQJௐORZHULQJௐFRVWVௐDQGௐUHGXFLQJௐWKHௐHQYLURQPHQWDOௐIRRWSULQWௐRIௐRXUௐRSHUDWLRQVௐDQGௐ VXSSO\ௐFKDLQ ௐௐௐௐ([SDQGLQJௐHQJDJHPHQWௐZLWKௐRXUௐVWDNHKROGHUVௐRQௐHQYLURQPHQWDOௐLVVXHVௐLQFOXGLQJௐOHDGLQJௐLQௐJOREDOௐSDUWQHUVKLSVௐWKDWௐLQFUHDVHௐ WKHௐVFDOHௐRIௐRXUௐVXVWDLQDELOLW\ௐLPSDFW ௐௐௐௐ'HPRQVWUDWLQJௐRXUௐFRPPLWPHQWௐIURPௐWKHௐWRSௐLQFOXGLQJௐWKHௐFRQWLQXHGௐLQWHJUDWLRQௐRIௐVXVWDLQDELOLW\ௐLQWRௐFRPSDQ\ௐJRDOVௐDQGௐ GHFLVLRQPDNLQJ 2XUௐ$FFRPSOLVKPHQWV $FURVVௐRXUௐRUJDQL]DWLRQௐZHௐVHHNௐWRௐFRQWLQXRXVO\ௐLPSURYHௐLQௐRXUௐHQYLURQPHQWDOௐZRUNௐ:H¶UHௐSURXGௐDQGௐIRUWXQDWHௐWRௐKDYHௐEHHQௐ LQFOXGHGௐLQௐPRUHௐWKDQௐௐௐSUHVWLJLRXVௐVXVWDLQDELOLW\ௐLQGH[HVௐLQௐUHFHQWௐ\HDUV ௐ:RUOG¶Vௐ0RVWௐ(WKLFDOௐ&RPSDQ\ௐ2XUௐWK\HDUௐLQௐDௐURZௐWRௐEHௐVRௐUHFRJQL]HG²DௐUHFRUGௐRQO\ௐௐFRPSDQLHVௐZRUOGZLGHௐKDYHௐ HYHUௐDFKLHYHG ௐ%HVWௐ&RUSRUDWHௐ&LWL]HQVௐௐ:HௐDFKLHYHGௐWKHௐUDQNௐRIௐLQௐRXUௐFDWHJRU\ௐDQGௐRYHUDOOௐDPRQJௐWKHௐௐ%HVWௐ&RUSRUDWHௐ &LWL]HQVௐIRUௐௐIRUௐHQYLURQPHQWDOௐVRFLDOௐDQGௐJRYHUQDQFHௐ (6* ௐWUDQVSDUHQF\ௐDQGௐSHUIRUPDQFHௐ:HௐZHUHௐXSௐDJDLQVWௐௐRIௐ WKHௐELJJHVWௐFRPSDQLHVௐLQௐWKHௐ86ௐWRௐDFKLHYHௐWKLVௐUDQNLQJ 06&,ௐ$$$ௐ6WDWXVௐ7KLVௐLVௐ0RUJDQௐ6WDQOH\¶VௐVXVWDLQDELOLW\ௐLQGH[ௐ2QO\ௐௐRIௐFRPSDQLHVௐDFKLHYHௐ$$$ 6 3ௐௐ(6*ௐ,QGH[ௐ(YHQௐDWௐDௐWLPHௐZKHQௐFRPSDQLHVௐOLNHௐ:DOPDUWௐ7ZLWWHUௐDQGௐ+RQH\ZHOOௐZHUHௐGURSSHGௐIURPௐWKHௐ6 3ௐLQGH[ௐ ZHௐPDLQWDLQHGௐRXUௐVSRWௐ:HௐDUHௐLQFOXGHGௐLQௐWKHௐ'RZௐ-RQHVௐ6XVWDLQDELOLW\ௐ,QGH[ௐDVௐZHOO +HUHௐDUHௐMXVWௐVRPHௐRIௐWKHௐUHDVRQVௐZK\ௐZH¶YHௐUHFHLYHGௐWKLVௐUHFRJQLWLRQ ௐௐௐௐ)URPௐௐWKURXJKௐௐZHௐDUHௐSURXGௐWRௐKDYHௐUHGXFHGௐRXUௐHQHUJ\ௐLQWHQVLW\ௐE\ௐௐSHUFHQWௐDQGௐRXUௐJUHHQKRXVHௐJDVௐ LQWHQVLW\ௐE\ௐௐSHUFHQW ௐௐௐௐ2XUௐHIIRUWVௐDOLJQௐZLWKௐWKHௐ8QLWHGௐ1DWLRQVௐ6XVWDLQDEOHௐ'HYHORSPHQWௐ*RDOVௐDௐXQLYHUVDOௐFDOOௐWRௐDFWLRQௐWRௐHQGௐSRYHUW\ௐSURWHFWௐ WKHௐSODQHWௐDQGௐHQVXUHௐWKDWௐDOOௐSHRSOHௐHQMR\ௐSHDFHௐDQGௐSURVSHULW\ ௐௐௐௐ:HௐDOZD\VௐVWULYHௐWRௐGRௐPRUHௐZKLFKௐLVௐZK\ௐLQௐௐZHௐDGRSWHGௐDௐQHZௐௐௐ6XVWDLQDELOLW\ௐ6WUDWHJ\ௐ7KLVௐVWUDWHJ\ௐGULYHVௐ VXVWDLQDELOLW\ௐDFURVVௐRXUௐHQWLUHௐYDOXHௐFKDLQௐE\ௐIRFXVLQJௐRQௐILYHௐDUHDV ௐVROXWLRQVௐSHRSOHௐSDUWQHUVKLSVௐSHUIRUPDQFHௐDQGௐ JRYHUQDQFHௐ$VௐSDUWௐRIௐWKLVௐQHZௐVWUDWHJ\ௐZHௐDUHௐFRPPLWWLQJௐWRௐQHZௐDPELWLRXVௐௐJRDOVௐUHODWHGௐWRௐJUHHQKRXVHௐJDVௐ HPLVVLRQVௐHQHUJ\ௐZDWHUௐZDVWHௐVDIHW\ௐDQGௐGLYHUVLW\ௐIURPௐDௐௐEDVHOLQH ,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFRODEHOVௐUDWLQJVௐ RUௐFHUWLILFDWLRQVௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐ IRUௐWKHௐHTXLSPHQWௐRUௐSURGXFWVௐLQFOXGHGௐLQௐ\RXUௐ 3URSRVDOௐUHODWHGௐWRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ FUDGOHWRFUDGOH ௐ RUௐRWKHUௐJUHHQVXVWDLQDELOLW\ௐIDFWRUV :HௐDUHௐXQDZDUHௐRIௐWKHௐ&HUWLILFDWLRQௐRIௐLQGHSHQGHQWௐSURGXFWVௐKRZHYHUௐ-RKQVRQௐ&RQWUROVௐXVHVௐWKLUGSDUW\ௐVRIWZDUHௐ3URFHVVௐ0DSௐ IRUௐRXUௐ(QYLURQPHQWDOௐ+HDOWKௐDQGௐ6DIHW\ௐ,QIRUPDWLRQௐ6\VWHPௐ (+6,6 ௐWRௐWUDFNௐHQYLURQPHQWௐKHDOWKௐDQGௐVDIHW\ௐGDWDௐIURPௐIDFLOLWLHVௐ ZRUOGZLGHௐ'DWDௐDUHௐUHYLHZHGௐURXWLQHO\ௐE\ௐTXDOLILHGௐSHUVRQQHOௐLQFOXGLQJௐWKHௐUHJXODUௐXVHௐRIௐDQௐLQWHUQDOௐDXGLWௐSURFHVVௐWRௐFKHFNௐ QRWௐRQO\ௐGDWDௐLQௐWKHௐV\VWHPௐEXWௐDOVRௐVLWHOHYHOௐFKHFNVௐRIௐRULJLQDOௐUHFRUGVௐDQGௐRWKHUௐDVSHFWVௐ$WௐWLPHVௐZHௐHQJDJHௐDVVLVWDQFHௐ IURPௐWKLUGSDUW\ௐHQYLURQPHQWDOௐKHDOWKௐDQGௐVDIHW\ௐDQGௐ,62ௐFRQVXOWDQWVௐIRUௐVLWHVSHFLILFௐDXGLWVௐ7KLVௐLQFOXGHVௐXVLQJௐIRUௐVRPHௐVLWHVௐ FHUWLILHGௐUHJLVWUDUVௐWRௐYDOLGDWHௐDQGௐFHUWLI\ௐRXUௐRSHUDWLRQVௐWRௐYDULRXVௐTXDOLW\ௐHQYLURQPHQWDOௐVL[ௐVLJPDௐDQGௐVDIHW\ௐVWDQGDUGVௐHJௐ ,62ௐ ௐ,62ௐௐ2+6$6ௐௐ$GGLWLRQDOO\ௐILOLQJVௐZLWKௐHQYLURQPHQWDOௐKHDOWKௐDQGௐVDIHW\ௐDQGௐRWKHUௐUHJXODWRU\ௐDJHQFLHVௐ DUHௐURXWLQHO\ௐFKHFNHGௐLQWHUQDOO\ௐDQGௐE\ௐWKHௐDSSOLFDEOHௐUHJXODWRU\ௐDJHQF\ 'HVFULEHௐDQ\ௐ:RPHQௐRUௐ0LQRULW\ௐ%XVLQHVVௐ (QWLW\ௐ :0%( ௐ6PDOOௐ%XVLQHVVௐ(QWLW\ௐ 6%( ௐRUௐ YHWHUDQௐRZQHGௐEXVLQHVVௐFHUWLILFDWLRQVௐWKDWௐ\RXUௐ FRPSDQ\ௐRUௐKXEௐSDUWQHUVௐKDYHௐREWDLQHGௐ8SORDGௐ GRFXPHQWDWLRQௐRIௐFHUWLILFDWLRQௐ DVௐDSSOLFDEOH ௐLQௐ WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH -RKQVRQௐ&RQWUROVௐLVௐDௐOHDGHUௐLQௐVXSSOLHUௐGLYHUVLW\ௐ6LQFHௐ ௐZHௐKDYHௐVSHQWௐPRUHௐWKDQௐௐELOOLRQௐZLWKௐFHUWLILHGௐZRPHQௐDQGௐ PLQRULW\RZQHGௐVXSSOLHUVௐ*OREDOO\ௐZHௐKDYHௐLQFOXGHGௐPRUHௐWKDQௐௐGLYHUVHௐDQGௐKLVWRULFDOO\ௐXQGHUXWLOL]HGௐFRPSDQLHVௐLQWRௐPRUHௐ WKDQௐௐSURGXFWௐDQGௐVHUYLFHௐSURFXUHPHQWௐFDWHJRULHVௐWRௐVXSSRUWௐRXUௐFXVWRPHUௐVROXWLRQV -RKQVRQௐ&RQWUROV¶ௐVXSSOLHUௐGLYHUVLW\ௐSURJUDPௐLVௐVXFFHVVIXOௐEHFDXVHௐRIௐDFFRXQWDELOLW\ௐWUDLQLQJௐDQGௐVXSSOLHUௐGLYHUVLW\ௐSURFHVVHVௐ WKDWௐH[WHQGௐLQWRௐRXUௐFXVWRPHUௐDQGௐVXSSOLHUௐQHWZRUNV 6XSSOLHUௐGLYHUVLW\ௐLVௐDSSURDFKHGௐDVௐDௐGLVFLSOLQHௐWKDWௐLVௐQRWௐFRQILQHGௐWRௐRQHௐGHSDUWPHQWௐJHRJUDSK\ௐRUௐDQௐHOLWHௐJURXSௐRIௐVWDUௐ SHUIRUPHUVௐ$OOௐRIௐWKHௐRSHUDWLRQDOௐFRPPHUFLDOௐDQGௐDGYDQFHGௐVXSSOLHUௐGLYHUVLW\ௐDFWLYLWLHVௐDUHௐWLHGௐWRJHWKHUௐZLWKௐVWDQGDUGL]HGௐ SURFHVVHVௐFRPSDQ\ZLGH Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 :KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐFRPSDQ\ௐ\RXUௐ SURGXFWVௐRUௐ\RXUௐVHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ\RXUௐ SURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ\RXUௐLQGXVWU\ௐDVௐLWௐ DSSOLHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV" 6RXUFHZHOOௐPHPEHUVௐFDQௐHQVXUHௐWKHLUௐSURMHFWௐSURGXFHVௐVLJQLILFDQWௐHQHUJ\ௐVDYLQJVௐDQGௐWKHௐKLJKHVWௐUHWXUQௐRQௐLQYHVWPHQWௐE\ௐ VHOHFWLQJௐDௐFRPSDQ\ௐZLWKௐH[WHQVLYHௐ+9$&ௐ6\VWHPௐDQGௐ6HUYLFHௐH[SHULHQFHௐDQGௐDௐQDWLRQZLGHௐEUDQFKௐQHWZRUNௐWKDWௐHQVXUHVௐH[SHUWௐ ORFDOௐVHUYLFHௐLQௐHYHU\ௐPDUNHWௐLQௐ1RUWKௐ$PHULFD 8QSDUDOOHOHGௐ([SHULHQFH %\ௐVHOHFWLQJௐ-RKQVRQௐ&RQWUROVௐ,QFௐ -RKQVRQௐ&RQWUROV ௐ6RXUFHZHOOௐPHPEHUVௐZLOOௐHQJDJHௐDQௐLQGXVWU\ௐOHDGHUௐWKDWௐKDVௐ LPSOHPHQWHGௐRYHUௐௐ(63&ௐSURMHFWVௐRYHUௐWKHௐSDVWௐௐ\HDUVௐDQGௐKHOSHGௐSLRQHHUௐWKHௐ(63&ௐLQGXVWU\ௐLQௐWKHௐ V :HௐDUHௐWKHௐQDWLRQDOௐOHDGHUௐLQௐ+9$&ௐ6\VWHPVௐDQGௐVHUYLFHVௐZLWKௐDௐJUHDWHUௐPDUNHWௐVKDUHௐDQGௐPRUHௐH[SHULHQFHௐWKDQௐDQ\ௐRIௐRXUௐ FRPSHWLWRUVௐ:HௐFXUUHQWO\ௐKROGௐRYHUௐௐELOOLRQௐLQௐSHUIRUPDQFHEDVHGௐJXDUDQWHHVௐWKURXJKௐDSSUR[LPDWHO\ௐௐSURMHFWVௐDFURVVௐ1RUWKௐ $PHULFD 7KLVௐH[SHULHQFHௐHQVXUHVௐWKDWௐ6RXUFHZHOOௐPHPEHUVௐFDQௐUHDOL]HௐDௐKLJKSHUIRUPDQFHௐSURMHFWௐWKDWௐLVௐGHVLJQHGௐLPSOHPHQWHGௐ FRPPLVVLRQHGௐDQGௐVHUYLFHGௐE\ௐUHOLDEOHௐH[SHUWVௐWKDWௐKDYHௐVXFFHVVIXOO\ௐLQVWDOOHGௐDQGௐVHUYLFHௐ+9$&ௐV\VWHPVௐIRUௐRWKHUௐ.ௐௐ KLJKHUHGXFDWLRQௐVWDWHௐDQGௐORFDOௐJRYHUQPHQWௐERGLHV :HௐRIIHUௐRXUௐFXVWRPHUVௐWKHௐUHOLDELOLW\ௐDQGௐILQDQFLDOௐVWDELOLW\ௐRIௐDௐ)RUWXQHௐௐFRPSDQ\ௐ2XUௐVDOHVௐIRUௐWKHௐILVFDOௐ\HDUௐௐ WRWDOHGௐௐELOOLRQௐ2XUௐILQDQFLDOௐPXVFOHௐLVௐEDODQFHGௐE\ௐDௐVWURQJௐFRGHௐRIௐHWKLFVௐ)RUௐWKHௐWHQWKௐ\HDUௐLQௐDௐURZௐ-RKQVRQௐ&RQWUROVௐ KDVௐEHHQௐQDPHGௐRQHௐRIௐWKHௐ³:RUOG¶Vௐ0RVWௐ(WKLFDOௐ&RPSDQLHV´ௐE\ௐWKHௐ(WKLVSKHUHௐ,QVWLWXWHௐ&RUSRUDWHௐ5HVSRQVLELOLW\ௐ0DJD]LQHௐ KDVௐDOVRௐUHFRJQL]HGௐ-RKQVRQௐ&RQWUROVௐDVௐWKHௐௐFRPSDQ\ௐLQௐLWVௐDQQXDOௐௐ%HVWௐ&RUSRUDWHௐ&LWL]HQVௐOLVW 2XUௐORQJௐKLVWRU\ௐDQGௐSURYHQௐFDSDELOLWLHVௐLOOXVWUDWHௐWKDWௐZHௐFDQௐSHUIRUPௐDOOௐSKDVHVௐRIௐDQ\ௐSURMHFWௐDQGௐSURYLGHௐ6RXUFHZHOOௐPHPEHUௐ HQWLWLHVௐZLWKௐWKHௐEHVWௐYDOXHௐWKURXJKௐHTXLSPHQWௐXSJUDGHVௐHTXLSPHQWௐPDLQWHQDQFHௐDQGௐVHUYLFHௐWUDLQLQJௐRUௐDQ\ௐFRPELQDWLRQௐRIௐ VHUYLFHௐWKDWௐ\RXௐUHTXLUH :Hௐ$UHௐ:KHUHௐ<RXௐ$UH 2XUௐILHOGௐVHUYLFHௐEUDQFKௐQHWZRUNௐRIௐௐIURQWOLQHௐVHUYLFHௐSURYLGHUVௐLQௐRYHUௐௐEUDQFKௐORFDWLRQVௐVKRZVௐWKDWௐDOWKRXJKௐ-RKQVRQௐ &RQWUROVௐKDVௐDௐODUJHௐQDWLRQDOௐDQGௐLQWHUQDWLRQDOௐIRRWSULQWௐZHௐXQGHUVWDQGௐWKHௐLPSRUWDQFHௐRIௐKDYLQJௐDௐORFDOௐSUHVHQFHௐLQௐWKHௐ FRPPXQLWLHVௐZHௐVHUYH 2XUௐH[WHQVLYHௐEUDQFKௐQHWZRUNௐLVௐௐFRPSDQ\RZQHGௐDQGௐRSHUDWHGௐZKLFKௐHQDEOHVௐXVௐWRௐVKDUHௐUHVRXUFHVௐH[SHUWLVHௐ LQQRYDWLRQVௐDQGௐFRUSRUDWHௐYDOXHVௐWKURXJKRXWௐWKHௐHQWLUHௐEUDQFKௐQHWZRUNௐ7KLVௐHQDEOHVௐDOOௐRIௐRXUௐEUDQFKௐHPSOR\HHVௐWRௐEHQHILWௐIURPௐ WKHௐH[SHULHQFHௐDQGௐOHVVRQVௐOHDUQHGௐRQௐSURMHFWVௐZHௐSHUIRUPௐDFURVVௐWKHௐQDWLRQௐDQGௐDURXQGௐWKHௐZRUOGௐ1RௐRWKHUௐ(QHUJ\ௐ6HUYLFHVௐ &RPSDQ\ௐ (6&R ௐKDVௐDௐVLPLODUௐQHWZRUN %\ௐLQYHVWLQJௐLQௐORFDOௐEUDQFKௐORFDWLRQVௐZHௐHQDEOHௐORFDOௐGHFLVLRQPDNLQJௐDXWKRULW\ௐWKDWௐPDNHVௐLWௐHDVLHUௐWRௐUHVSRQGௐWRௐWKHௐQHHGVௐ RIௐFXVWRPHUVௐLQௐDௐWLPHO\ௐPDQQHUௐ2XUௐLQYHVWPHQWௐDOVRௐKHOSVௐVXSSRUWௐWKHௐFRPPXQLWLHVௐZKHUHௐZHௐOLYHௐDQGௐZRUN )OH[LELOLW\ௐDQGௐ&RQVLVWHQF\ 6RXUFHZHOOௐPHPEHUVௐFDQௐEHQHILWௐIURPௐRXUௐHVWDEOLVKHGௐDQGௐXQLIRUPௐGHYHORSPHQWௐDQGௐLPSOHPHQWDWLRQௐDSSURDFKHVௐWKDWௐSURYLGHௐDௐ FRQVLVWHQWௐOHYHOௐRIௐVHUYLFHௐDQGௐH[SHGLWHGௐGHOLYHU\ௐ:HௐZLOOௐDSSO\ௐWKHௐVDPHௐPDQDJHPHQWௐDSSURDFKௐDWௐDௐVPDOOWRZQௐVFKRROௐGLVWULFWௐ DVௐZHௐZLOOௐIRUௐDௐZRUOGUHQRZQHGௐ8QLYHUVLW\ௐRUௐODUJHௐVWDWHௐFXVWRPHUௐZLWKௐKLJKO\ௐGLVSHUVHGௐIDFLOLWLHVௐ7KLVௐHQVXUHVௐWKDWௐHDFKௐSURMHFWௐ PHHWVௐRXUௐVWDQGDUGVௐRIௐTXDOLW\ௐVDIHW\ௐDQGௐPD[LPXPௐUHWXUQௐRQௐLQYHVWPHQWௐIRUௐRXUௐFXVWRPHUV :LWKௐDௐODUJHௐQXPEHUௐRIௐUHVRXUFHVௐDYDLODEOHௐWRௐRXUௐWHDPVௐZHௐDUHௐDEOHௐWRௐSURYLGHௐSURMHFWVௐZLWKௐDGGLWLRQDOௐVWDIIௐWRௐPHHWௐ DJJUHVVLYHௐGHDGOLQHVௐ$GGLWLRQDOO\ௐRXUௐDELOLW\ௐWRௐVWUHDPOLQHௐWKHௐGHYHORSPHQWௐSURFXUHPHQWௐDQGௐLPSOHPHQWDWLRQௐSURFHVVHVௐHQVXUHௐ IDVWHUௐXSJUDGHVௐRIௐIDFLOLWLHVௐVRௐRXUௐFXVWRPHUVௐZLOOௐUHDOL]HௐVDYLQJVௐVRRQHU 6DIHW\ $Wௐ-RKQVRQௐ&RQWUROVௐZHௐUHDOL]HௐVDIHW\ௐLVௐMXVWௐDVௐLPSRUWDQWௐWRௐ\RXௐDVௐLWௐLVௐWRௐXVௐ)URPௐRQVLWHௐILHOGௐHPSOR\HHVௐWRௐFRUSRUDWHௐ RIILFHVௐVDIHW\ௐLVௐEXLOWௐLQWRௐDOOௐWKHௐVHUYLFHVௐZHௐSURYLGH &RPSDUHGௐWRௐWKHௐLQGXVWU\ௐDYHUDJHVௐIRUௐ7RWDOௐ5HFRUGDEOHௐ,QMXU\ௐ5DWHௐ 75,5 ௐDQGௐ/RVWௐ7LPHௐ,QMXU\ௐ5DWHௐ /7,5 ௐ-RKQVRQௐ&RQWUROVௐ LVௐOHDGLQJௐWKHௐZD\ௐLQௐVDIHW\ௐ,QௐIDFWௐRXUௐFXUUHQWௐVDIHW\ௐUHFRUGௐVXUSDVVHVௐWKHௐSXEOLVKHGௐIXWXUHௐVDIHW\ௐJRDOVௐRIௐPRVWௐLQGXVWULDOௐ OHDGHUV &RPPLWPHQWௐWRௐ'LYHUVLW\ )RUௐDQ\ௐSURMHFWௐZHௐXQGHUWDNHௐZHௐHQGHDYRUௐWRௐPD[LPL]HௐSDUWLFLSDWLRQௐIURPௐPLQRULW\RZQHGௐDQGௐ+LVWRULFDOO\ௐ8QGHUXWLOL]HGௐ %XVLQHVVHVௐ +8%V ௐ7KLVௐLVௐDQௐLQFUHDVLQJO\ௐLPSRUWDQWௐJRDOௐIRUௐPDQ\ௐRIௐRXUௐFXVWRPHUVௐDQGௐEHQHILWVௐ-RKQVRQௐ&RQWUROVௐE\ௐ H[SDQGLQJௐRXUௐSRROௐRIௐDYDLODEOHௐWDOHQWௐLQௐHDFKௐPDUNHWSODFH :HௐKDYHௐPRUHௐWKDQௐௐGLYHUVHௐVXSSOLHUVௐUHSUHVHQWLQJௐPRUHௐWKDQௐௐSURGXFWௐDQGௐVHUYLFHௐFDWHJRULHVௐ$SSUR[LPDWHO\ௐௐRIௐ -RKQVRQௐ&RQWUROV¶ௐRXWVLGHௐSXUFKDVHVௐDUHௐPDGHௐZLWKௐGLYHUVHௐVXSSOLHUVௐDQGௐFRQWUDFWRUVௐZLWKௐPLQRULW\ௐSXUFKDVHVௐPDNLQJௐXSௐ DSSUR[LPDWHO\ௐௐRIௐWKHௐVSHQGௐ7KHௐUHPDLQLQJௐH[WHUQDOௐSXUFKDVHVௐDUHௐIURPௐZRPHQRZQHGௐILUPVௐDQGௐILUPVௐGHVLJQDWHGௐE\ௐ JRYHUQPHQWௐDJHQFLHVௐDVௐVPDOOௐRUௐGLVDGYDQWDJHGௐEXVLQHVVHV %HFDXVHௐRIௐWKHVHௐHIIRUWVௐ-RKQVRQௐ&RQWUROVௐKDVௐMRLQHGௐWKHௐHOLWHௐ%LOOLRQௐ'ROODUௐ5RXQGWDEOHௐDQௐRUJDQL]DWLRQௐFRPSULVHGௐRIௐRQO\ௐௐ 86ௐFRUSRUDWLRQVௐWKDWௐVSHQGௐPRUHௐWKDQௐௐELOOLRQௐDQQXDOO\ௐZLWKௐPLQRULW\ௐDQGௐZRPHQRZQHGௐEXVLQHVVHV &RPPLWPHQWௐWRௐ6XVWDLQDELOLW\ 6XVWDLQDELOLW\ௐLVௐDௐFRUQHUVWRQHௐRIௐRXUௐEXVLQHVVௐ:HௐFUHDWHௐVXVWDLQDEOHௐVROXWLRQVௐWKURXJKௐDOOௐRIௐRXUௐZRUNVWUHDPVௐDQGௐSUDFWLFHௐ ZKDWௐZHௐSUHDFKௐDVௐDௐFRUSRUDWLRQௐ2XUௐFRUSRUDWHௐKHDGTXDUWHUVௐFDPSXVௐLQௐ*OHQGDOHௐ:LVFRQVLQௐUHSUHVHQWVௐWKHௐODUJHVWௐ FRQFHQWUDWLRQௐRIௐ/(('ௐ3ODWLQXPௐEXLOGLQJVௐZLWKௐIRXUௐDZDUGHGௐEXLOGLQJVௐLQௐRQHௐVLWH 6LQFHௐௐZHௐKDYHௐSXEOLFDOO\ௐUHSRUWHGௐYDULRXVௐVXVWDLQDELOLW\ௐGDWDௐLQFOXGLQJௐVDIHW\ௐDQGௐHQYLURQPHQWDOௐPHWULFVௐ:HௐSXEOLVKHGௐ RXUௐILUVWௐDQQXDOௐ%XVLQHVVௐDQGௐ6XVWDLQDELOLW\ௐ5HSRUWௐLQௐௐZKLFKௐGHWDLOVௐRXUௐSHUIRUPDQFHௐLQௐDFFRUGDQFHௐZLWKௐWKHௐ*OREDOௐ 5HSRUWLQJௐ,QLWLDWLYHௐ *5, ௐJXLGHOLQHVௐ±ௐWKHௐPRVWௐZLGHO\ௐDFFHSWHGௐJOREDOௐVWDQGDUGௐIRUௐUHSRUWLQJௐFRUSRUDWHௐUHVSRQVLELOLW\ௐ2XUௐௐ 6XVWDLQDELOLW\ௐ5HSRUWௐLVௐDYDLODEOHௐIRUௐ\RXௐWRௐYLHZௐRQOLQHௐDW KWWS ZZZMRKQVRQFRQWUROVFRPFRUSRUDWHVXVWDLQDELOLW\UHSRUWLQJDQGSROLFLHVEXVLQHVVDQGVXVWDLQDELOLW\ௐUHSRUWHQYLURQPHQWDO OHDGHUVKLS Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 7DEOH $ :DUUDQW\ 'HVFULEHLQGHWDLO\RXUPDQXIDFWXUHUZDUUDQW\SURJUDPLQFOXGLQJFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUHDQGRYHUDOOVWUXFWXUH<RXPD\XSORDG UHSUHVHQWDWLYHVDPSOHVRI\RXUZDUUDQW\PDWHULDOV LIDSSOLFDEOH LQWKHGRFXPHQWXSORDGVHFWLRQRI\RXUUHVSRQVHLQDGGLWLRQWRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ /LQH,WHP 4XHVWLRQ 5HVSRQVH 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐODERU" 2XUௐZDUUDQW\ௐVWUXFWXUHௐLVௐVHWௐIRUWKௐWRௐSURWHFWௐRXUௐFOLHQWVௐDJDLQVWௐIDXOW\ௐSURGXFWVௐLQVWDOOHGௐE\ௐRUௐZRUNPDQVKLSௐ FRPSOHWHGௐE\ௐRXUௐSHUVRQQHOௐ2XUௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐODERUௐDVVRFLDWHGௐZLWKௐWKHௐ -RKQVRQௐ&RQWUROVௐLQVWDOOHGௐRUௐVHUYLFHGௐV\VWHP 'Rௐ\RXUௐZDUUDQWLHVௐLPSRVHௐXVDJHௐUHVWULFWLRQVௐRUௐRWKHUௐOLPLWDWLRQVௐWKDWௐ DGYHUVHO\ௐDIIHFWௐFRYHUDJH" 7KHUHௐDUHௐQRௐXVDJHௐOLPLWDWLRQVௐLQௐRXUௐZDUUDQW\ௐV\VWHPௐIRUௐ-RKQVRQௐ&RQWUROVௐLQVWDOOHGௐRUௐVHUYLFHGௐV\VWHPV 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐWKHௐH[SHQVHௐRIௐWHFKQLFLDQV¶ௐWUDYHOௐWLPHௐDQGௐ PLOHDJHௐWRௐSHUIRUPௐZDUUDQW\ௐUHSDLUV" 7HFKQLFLDQௐWUDYHOௐWLPHௐDQGௐPLOHDJHௐWRௐSHUIRUPௐZDUUDQW\ௐUHSDLUVௐDUHௐFRYHUHGௐXQGHUௐRXUௐZDUUDQW\ௐSURJUDP $UHௐWKHUHௐDQ\ௐJHRJUDSKLFௐUHJLRQVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐRUௐ&DQDGDௐ DVௐ DSSOLFDEOH ௐIRUௐZKLFKௐ\RXௐFDQQRWௐSURYLGHௐDௐFHUWLILHGௐWHFKQLFLDQௐWRௐ SHUIRUPௐZDUUDQW\ௐUHSDLUV"ௐௐ+RZௐZLOOௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ WKHVHௐUHJLRQVௐEHௐSURYLGHGௐVHUYLFHௐIRUௐZDUUDQW\ௐUHSDLU" 'XHௐWRௐWKHௐSUHVHQFHௐRIௐRXUௐFRPSDQ\RZQHGௐGLVWULFWௐRIILFHVௐWKURXJKRXWௐ1RUWKௐ$PHULFDௐZHௐDUHௐQRWௐDZDUHௐRIௐ DQ\ௐJHRJUDSKLFௐUHJLRQௐZKHUHௐZHௐFDQQRWௐSURYLGHௐZDUUDQW\ௐUHSDLUௐVHUYLFHV :LOOௐ\RXௐFRYHUௐZDUUDQW\ௐVHUYLFHௐIRUௐLWHPVௐPDGHௐE\ௐRWKHUௐPDQXIDFWXUHUVௐ WKDWௐDUHௐSDUWௐRIௐ\RXUௐSURSRVDOௐRUௐDUHௐWKHVHௐZDUUDQWLHVௐLVVXHVௐW\SLFDOO\ௐ SDVVHGௐRQௐWRௐWKHௐRULJLQDOௐHTXLSPHQWௐPDQXIDFWXUHU" $VௐLQGLFDWHGௐDERYHௐRXUௐSROLF\ௐVWDWHVௐZHௐZLOOௐZDUUDQW\ௐDௐV\VWHPௐLQVWDOOHGௐE\ௐRXUௐWHFKQLFLDQVௐIRUௐDௐSHULRGௐ RIௐௐ\HDUௐIURPௐWKHௐGDWHௐRIௐWKHௐFXVWRPHU VௐEHQHILFLDOௐXVHௐ6HUYLFHௐSDUWVௐFDUU\ௐDௐ GD\ௐZDUUDQW\ௐIURPௐWKHௐ GDWHௐRIௐLQVWDOODWLRQௐE\ௐDௐTXDOLILHGௐWHFKQLFLDQௐ'LIIHUHQWௐPDQXIDFWXUHUVௐPD\ௐRIIHUௐWKHLUௐRZQௐHTXLSPHQWௐ ZDUUDQWLHVௐWKDWௐFRYHUௐWKHௐUHSODFHPHQWௐFRVWௐRIௐVSHFLILFௐV\VWHPௐFRPSRQHQWV :KDWௐDUHௐ\RXUௐSURSRVHGௐH[FKDQJHௐDQGௐUHWXUQௐSURJUDPVௐDQGௐSROLFLHV" $FFRUGLQJௐWRௐWKHௐVSHFLILFௐWHUPVௐRIௐHDFKௐFOLHQW¶VௐDJUHHPHQWௐZHௐFDQௐH[FKDQJHௐDௐIDXOW\ௐSLHFHௐRIௐHTXLSPHQWௐ RUௐV\VWHPௐFRPSRQHQWௐXQGHUௐZDUUDQW\ௐIRUௐLWVௐFXUUHQWௐHTXLYDOHQWௐ(TXLSPHQWௐWKDWௐFDQQRWௐEHௐUHSDLUHGௐRUௐWKDWௐ LVௐSDUWௐRIௐDௐOHJDF\ௐV\VWHPௐQRௐORQJHUௐVXSSRUWHGௐZLOOௐEHௐUHSODFHGௐDWௐWKHௐFOLHQW¶VௐUHTXHVW 'HVFULEHௐDQ\ௐVHUYLFHௐFRQWUDFWௐRSWLRQVௐIRUௐWKHௐLWHPVௐLQFOXGHGௐLQௐ\RXUௐ SURSRVDO 0DLQWHQDQFH ,QௐRUGHUௐWRௐSURWHFWௐ\RXUௐLQYHVWPHQWௐLQௐLWVௐHTXLSPHQWௐDQGௐIDFLOLWLHVௐLWௐLVௐSUXGHQWௐWRௐSHUIRUPௐUHJXODUௐ VHUYLFHPDLQWHQDQFHௐDVௐRXWOLQHGௐE\ௐWKHௐPDQXIDFWXUHUVௐ:LWKௐDQௐRSWLPDOௐPDLQWHQDQFHௐVWUDWHJ\ௐRQHௐFDQௐ H[SHFWௐDௐUHGXFWLRQௐLQௐGRZQWLPHௐPDLQWHQDQFHௐDQGௐRSHUDWLQJௐFRVWVௐ(VSHFLDOO\ௐLQௐDௐVWULQJHQWௐFRVWUHGXFWLRQௐ HQYLURQPHQWௐ±ௐDQGௐZLWKௐLQFUHDVLQJௐGHPDQGVௐSODFHGௐXSRQௐIDFLOLW\ௐPDQDJHUVௐDQGௐVWDIIௐ±ௐLWௐLVௐPRUHௐLPSRUWDQWௐ WKDQௐHYHUௐWRௐILQGௐZD\VௐWRௐVLPSOLI\ௐH[SHGLWHௐDQGௐLPSURYHௐRQH¶VௐMREௐZKLOHௐILQGLQJௐFRVWௐHIILFLHQFLHVௐDORQJௐWKHௐ ZD\ :HௐFDQௐFXVWRPL]HௐDௐIDFLOLW\ௐPDLQWHQDQFHௐSODQௐWRௐDGGUHVVௐWKHௐPDQXIDFWXUHU¶VௐUHFRPPHQGHGௐSUHYHQWDWLYHௐ PDLQWHQDQFHௐWDVNVௐIRUௐDOOௐRIௐ\RXUௐHTXLSPHQWௐ$QௐHIIHFWLYHௐVWUDWHJ\ௐDSSOLHVௐDQௐRSWLPXPௐPL[ௐRIௐGLIIHUHQWௐ DSSURDFKHVௐEDVHGௐRQௐWKHௐULVNௐLPSDFWௐRUௐFRVWௐDQGௐFRQVHTXHQFHVௐRIௐIDLOXUHௐ(VWDEOLVKLQJௐWKLVௐSURSHUௐPL[ௐ DQGௐIRFXVLQJௐRQௐFRQWLQXRXVௐLPSURYHPHQWௐLVௐHTXDOO\ௐLPSRUWDQWௐLQௐDௐVXFFHVVIXOௐVWUDWHJ\ 5HDFWLYHௐ0DLQWHQDQFH )L[LQJௐRUௐUHSODFLQJௐHTXLSPHQWௐRQO\ௐZKHQௐWKH\ௐIDLOௐ$VVHWVௐZLOOௐEHௐRXWௐRIௐVHUYLFHௐXQWLOௐIL[HGௐ6LJQLILFDQWௐ RYHUWLPHௐDQGௐH[SHGLWHGௐGHOLYHU\ௐFRVWVௐLQFXUUHG 3UHGLFWLYHௐ0DLQWHQDQFH &KHFNLQJௐWKHௐFRQGLWLRQௐRIௐWKHௐHTXLSPHQWௐDVௐLWௐRSHUDWHVௐ(TXLSPHQWௐFRQGLWLRQVௐUDWKHUௐWKDQௐWLPHௐLQWHUYDOVௐ GHWHUPLQHௐWKHௐQHHGௐIRUௐVHUYLFH 3UHYHQWDWLYHௐ0DLQWHQDQFH 6FKHGXOLQJௐPDLQWHQDQFHௐDWௐVSHFLILFௐWLPHVௐRIIHUVௐWKHௐILUVWௐOLQHௐRIௐGHIHQVHௐDJDLQVWௐIDLOXUH 3URDFWLYHௐ0DLQWHQDQFH $GGUHVVHVௐURRWௐFDXVHVௐLGHQWLILHGௐE\ௐSUHGLFWLYHௐPHWKRGVௐ,WௐLVRODWHVௐDQGௐFRUUHFWVௐWKHௐVRXUFHVௐRIௐIDLOXUHௐ DOWRJHWKHU 7DEOH % 3HUIRUPDQFH6WDQGDUGVRU*XDUDQWHHV 'HVFULEHLQGHWDLO\RXUSHUIRUPDQFHVWDQGDUGVRUJXDUDQWHHVLQFOXGLQJFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUHDQGRYHUDOOVWUXFWXUH<RXPD\XSORDGUHSUHVHQWDWLYH VDPSOHVRI\RXUSHUIRUPDQFHPDWHULDOV LIDSSOLFDEOH LQWKHGRFXPHQWXSORDGVHFWLRQRI\RXUUHVSRQVHLQDGGLWLRQWRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ /LQH,WHP 4XHVWLRQ 5HVSRQVH 'HVFULEHௐDQ\ௐSHUIRUPDQFHௐVWDQGDUGVௐRUௐJXDUDQWHHVௐWKDWௐ DSSO\ௐWRௐ\RXUௐVHUYLFHV -RKQVRQௐ&RQWUROVௐXWLOL]HVௐDௐWRWDOௐTXDOLW\ௐPDQDJHPHQWௐDSSURDFKௐDFURVVௐ&DQDGDௐDQGௐWKURXJKRXWௐ1RUWKௐ$PHULFDௐ-RKQVRQௐ &RQWUROVௐGHYHORSVௐDௐFOHDUௐSLFWXUHௐRIௐRXUௐFXVWRPHU¶VௐGHILQLWLRQௐRIௐTXDOLW\ௐVHUYLFHௐIURPௐWKDWௐZHௐJHQHUDWHௐDௐGHILQHGௐVHWௐ RIௐREMHFWLYHVௐWKDWௐIRUPௐWKHௐEDVLVௐRIௐRXUௐSHUIRUPDQFHௐVWDQGDUGௐ 7KLVௐPHWKRGௐZLOOௐHQVXUHௐWKDWௐ-RKQVRQௐ&RQWUROVௐFOHDUO\ௐXQGHUVWDQGVௐDQGௐSURDFWLYHO\ௐSDUWLFLSDWHVௐLQௐH[FHHGLQJௐDOOௐRIௐDௐ FXVWRPHU¶VௐJRDOVௐDQGௐLQௐRXUௐDELOLW\ௐLQௐDFKLHYLQJௐ\RXUௐH[SHFWDWLRQVௐIRUௐFXVWRPHUௐVDWLVIDFWLRQ -RKQVRQௐ&RQWUROVௐWHDPௐDQGௐLQGLYLGXDOௐSHUIRUPDQFHௐJRDOVௐDUHௐVHWௐWRௐDௐOHYHOௐH[FHHGLQJௐWKHௐFXVWRPHU¶VௐDFFHSWDEOHௐ SHUIRUPDQFHௐVWDQGDUGௐ3HUIRUPDQFHௐHYDOXDWLRQVௐDUHௐEDVHGௐRQௐWKHௐWHDP¶VௐVXFFHVVௐLQௐDFKLHYLQJௐRYHUDOOௐSURMHFWௐJRDOV ௐ WKXVௐWHDPVௐDUHௐPRWLYDWHGௐWRௐDSSO\ௐSHUVLVWHQWௐGHGLFDWHGௐDQGௐIRFXVHGௐHIIRUWௐWRௐRYHUDFKLHYHௐWKHLUௐJRDOVௐ 2XUௐ3HUIRUPDQFHௐ,QIUDVWUXFWXUHௐWHDPௐSURYLGHVௐJXDUDQWHHVௐIRUௐRXUௐ3HUIRUPDQFHௐ&RQWUDFWLQJௐSURMHFWVௐ )RUௐDௐ3HUIRUPDQFHௐ&RQWUDFWௐ-RKQVRQௐ&RQWUROVௐJXDUDQWHHVௐWKHௐVDYLQJVௐDPRXQWௐLQௐWKHௐFRQWUDFWௐ ௐௐௐௐ:HௐEHJLQௐPRQLWRULQJௐWKHௐVDYLQJVௐSHUIRUPDQFHௐDWௐWKHௐRQVHWௐRIௐWKHௐFRQVWUXFWLRQௐSHULRGௐDQGௐFRQWLQXHௐWKURXJKRXWௐWKHௐ JXDUDQWHHௐSHULRGௐ$WௐWKHௐVDPHௐWLPHௐZHௐVXJJHVWௐDQGௐLPSOHPHQWௐRSHUDWLRQDOௐHQKDQFHPHQWVௐWRௐILQHWXQHௐWKHௐRYHUDOOௐ SHUIRUPDQFHௐ ௐௐௐௐ:HௐPRQLWRUௐVDYLQJVௐGXULQJௐWKHௐ\HDUௐSURGXFHௐVFKHGXOHGௐUHSRUWVௐWKDWௐGHVFULEHௐWKHௐUHVXOWVௐDQGௐUHFRQFLOHௐWKHௐ JXDUDQWHHௐDWௐWKHௐHQGௐRIௐHDFKௐ\HDUௐ RUௐDVௐGLFWDWHGௐE\ௐWKHௐ0 9ௐSODQ ௐ ௐௐௐௐ,IௐWKHௐGROODUௐVDYLQJVௐDUHௐHTXDOௐWRௐRUௐJUHDWHUௐWKDQௐWKHௐJXDUDQWHHௐDPRXQWௐFXVWRPHUVௐUHFHLYHௐDOOௐRIௐWKHௐH[FHVVௐ EHQHILWVௐ,IௐWKHUHௐLVௐDௐVKRUWIDOOௐ-RKQVRQௐ&RQWUROVௐZLOOௐSD\ௐWKHௐGLIIHUHQFHௐEHWZHHQௐWKHௐDFWXDOௐDQGௐWKHௐJXDUDQWHHGௐDPRXQWௐ LQௐWKHௐIRUPௐRIௐDௐFKHFNௐRUௐDVௐDGGLWLRQDOௐHTXLSPHQWௐDQGௐVHUYLFHV ௐௐௐௐ:HௐUHSHDWௐWKHௐDQQXDOௐWUDFNLQJௐDQGௐUHFRQFLOLDWLRQௐSURFHVVௐHDFKௐ\HDUௐWKURXJKRXWௐWKHௐWHUPௐRIௐWKHௐDJUHHPHQW 'HVFULEHௐDQ\ௐVHUYLFHௐVWDQGDUGVௐRUௐJXDUDQWHHVௐWKDWௐDSSO\ௐWRௐ \RXUௐVHUYLFHVௐ SROLFLHVௐPHWULFVௐ.3,VௐHWF $ௐVFKHGXOHௐRIௐYDOXHVௐLVௐSURYLGHGௐZLWKௐHDFKௐSURSRVDOௐWKDWௐSURYLGHVௐGHWDLOVௐRIௐWKHௐVHUYLFHௐRUௐSURGXFWௐEHLQJௐSURYLGHGௐ RXWOLQHVௐWLPHOLQHVௐELOOLQJௐDQGௐUHVSRQVLEOHௐSDUWLHVௐ7KHUHௐDUHௐVWDQGDUGௐFRPPXQLFDWLRQௐDQGௐUHVSRQVHௐWLPHௐSURWRFROVௐWKDWௐ ZLOOௐEHௐRXWOLQHGௐDWௐWKHௐWDVNRUGHUௐOHYHO Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 7DEOH 3D\PHQW7HUPVDQG)LQDQFLQJ2SWLRQV /LQH ,WHP 4XHVWLRQ 5HVSRQVH 'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ PHWKRGV" 3D\PHQWௐWHUPVௐDUHௐ135ௐௐIRUௐDOOௐLQYRLFHVௐ)RUௐFRQWUDFWLQJௐVDOHVௐDௐVFKHGXOHௐRIௐYDOXHVௐZLOOௐEHௐRXWOLQHGௐUHJDUGLQJௐSD\PHQWௐ LQWHUYDOVௐWKURXJKRXWௐWKHௐLQVWDOODWLRQௐSURFHVVௐLQFOXGLQJௐDIWHUZDUUDQW\ௐ36$ 'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV ,WௐLVௐWKHௐLQWHQWௐRIௐ-RKQVRQௐ&RQWUROVௐWRௐXWLOL]Hௐ6RXUFHZHOOௐ$SSURYHGௐ/HDVLQJௐ9HQGRUௐ1&/ௐIRUௐSRWHQWLDOௐILQDQFLQJௐRIௐRXUௐ 6RXUFHZHOOௐRSSRUWXQLWLHV 2XUௐRUJDQL]DWLRQௐRIIHUVௐYDULRXVௐILQDQFLDOௐVROXWLRQVௐLQௐDQௐHIIRUWௐWRௐUHPDLQௐIRFXVHGௐRQௐWKHௐILQDQFLQJௐQHHGVௐRIௐLWVௐFXVWRPHUVௐ 3URJUDPௐRIIHULQJVௐLQFOXGH 'LUHFWௐ3XUFKDVH )DLUௐ0DUNHWௐ9DOXHௐ )09 ௐ3XUFKDVHௐ2SWLRQ ௐ3XUFKDVHௐ2SWLRQ %ULHIO\ௐGHVFULEHௐ\RXUௐSURSRVHGௐRUGHUௐSURFHVVௐ,QFOXGHௐHQRXJKௐ GHWDLOௐWRௐVXSSRUWௐ\RXUௐDELOLW\ௐWRௐUHSRUWௐTXDUWHUO\ௐVDOHVௐWRௐ 6RXUFHZHOOௐDVௐGHVFULEHGௐLQௐWKHௐ&RQWUDFWௐWHPSODWHௐ)RUௐ H[DPSOHௐLQGLFDWHௐZKHWKHUௐ\RXUௐGHDOHUௐQHWZRUNௐLVௐLQFOXGHGௐLQௐ \RXUௐUHVSRQVHௐDQGௐZKHWKHUௐHDFKௐGHDOHUௐ RUௐVRPHௐRWKHUௐ HQWLW\ ௐZLOOௐSURFHVVௐWKHௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV¶ௐ SXUFKDVHௐRUGHUV 6\VWHPVௐDQGௐ6HUYLFHVௐ1RUWKௐ$PHULFDௐKDVௐDௐZKROO\RZQHGௐEUDQFKௐQHWZRUNௐWKDWௐSURYLGHVௐSURSRVDOVௐGLUHFWO\ௐWRௐFXVWRPHUVௐIRUௐ UHTXHVWHGௐSURGXFWௐRUௐVHUYLFHௐSXUFKDVHVௐ(DFKௐSURSRVDOௐSURFXUHGௐWKURXJKௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐZLOOௐEHௐPDUNHGௐLQௐ 6DOHV)RUFHௐDVௐDௐ6RXUFHZHOOௐ&RRSHUDWLYHௐDQGௐZLOOௐKDYHௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐQXPEHUௐDQGௐZLOOௐEHௐORJJHGௐ$GGLWLRQDOO\ௐ VHUYLFHVௐDUHௐTXRWHGௐDQGௐWUDFNHGௐXVLQJௐWKHௐ6RXUFHZHOOௐ³EX\LQJௐJURXS´ௐ8SRQௐFXVWRPHUௐDZDUGௐDQGௐLQYRLFHGௐWKHVHௐVDOHVௐZLOOௐ EHௐUHSRUWHGௐWRௐ6RXUFHZHOOௐTXDUWHUO\ 'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐFRQWUDFWௐ RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐDJUHHPHQWVௐ HWF ௐ8SORDGௐDௐVDPSOHௐRIௐHDFKௐ DVௐDSSOLFDEOH ௐLQௐWKHௐ GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH -RKQVRQௐ&RQWUROVௐZLOOௐXWLOL]HௐVWDQGDUGௐFRPPHUFLDOௐTXRWLQJௐWRROVௐZKHQௐTXRWLQJௐ6RXUFHZHOOௐRSSRUWXQLWLHVௐௐ7KHௐSULPDU\ௐ V\VWHPLFௐWRROVௐXWLOL]HGௐWRௐEXLOGௐSURSRVDOVௐDUHௐ6HOHFWLRQௐ1DYLJDWRUௐ<RUNZRUNVௐDQGௐ1[*HQௐZKHQௐTXRWLQJௐVHUYLFHVௐௐ6WDQGDUGௐ -&,ௐFRPPHUFLDOௐWHUPVௐDUHௐLQFRUSRUDWHGௐLQWRௐWKHVHௐSURSRVDOV 'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV" :HௐGRௐDFFHSWௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐDQGௐZHௐGRௐQRWௐSDVVௐRQௐDQ\ௐIHHVௐWRௐWKHௐFXVWRPHU 7DEOH 3ULFLQJDQG'HOLYHU\ 3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ.HHSLQPLQGWKDWUHDVRQDEOHSULFHDQGSURGXFWDGMXVWPHQWVFDQEHPDGHGXULQJWKHWHUPRIDQDZDUGHG&RQWUDFWDV GHVFULEHGLQWKH5)3WKHWHPSODWH&RQWUDFWDQGWKH6RXUFHZHOO3ULFHDQG3URGXFW&KDQJH5HTXHVW)RUP /LQH,WHP 4XHVWLRQ 5HVSRQVH 'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ HJௐOLQHLWHPௐGLVFRXQWVௐRUௐSURGXFWFDWHJRU\ௐ GLVFRXQWV ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ 6RXUFHZHOOௐGLVFRXQWHGௐSULFH ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ6RXUFHZHOOௐWRௐ FRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,IௐDSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐ LWHPௐLQௐ\RXUௐSURSRVDOௐ8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ LIௐDSSOLFDEOH ௐLQௐWKHௐGRFXPHQWௐ XSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH 7KLVௐDJUHHPHQWௐZLOOௐDSSO\ௐWRௐDOOௐ-RKQVRQௐ&RQWUROVௐ6\VWHPVௐDQGௐ6HUYLFHVௐ1RUWKௐ$PHULFDௐ 661$ ௐEUDQFKHVௐDFURVVௐWKHௐ8QLWHGௐ6WDWHVௐ-RKQVRQௐ&RQWUROVௐVWULYHVௐWRௐEHௐDௐFRPSDQ\ௐWKDWௐLVௐ HDV\ௐWRௐGRௐEXVLQHVVௐZLWKௐ7KHUHIRUHௐRXUௐDSSURDFKௐIRUௐWKLVௐRSSRUWXQLW\ௐLVௐWRௐNHHSௐRXUௐSULFLQJௐ PRGHOௐVLPSOHௐHDV\ௐWRௐXVHௐDQGௐWUDQVSDUHQW /DERUௐ5DWHV )RUௐODERUௐUDWHVௐHDFKௐEUDQFKௐORFDWLRQௐKDVௐSXEOLVKHGௐVWUHHWௐODERUௐUDWHVௐWKDWௐDUHௐFRPSHWLWLYHௐLQௐ WKHLUௐORFDOௐPDUNHWVௐ:HௐZLOOௐEHௐXVLQJௐWKHௐDSSURDFKௐGLVFRXQWLQJௐௐRIIௐRIௐRXUௐORFDOௐEUDQFKௐ SXEOLVKHGௐVWUHHWௐUDWHVௐ EHQFKPDUN ௐ2XUௐODERUௐSULFLQJௐDSSURDFKௐLVௐWKHௐVDPHௐDSSURDFKௐXWLOL]HGௐ E\ௐ-RKQVRQௐ&RQWUROVௐIRUௐ*6$ௐ6FKHGXOHௐௐZKLFKௐFDQௐEHௐXVHGௐE\ௐPRVWௐVWDWHௐDQGௐORFDOௐ JRYHUQPHQWௐHQWLWLHV ௐ/RFDOௐODERUௐUDWHVௐFKDQJHௐDQQXDOO\ (TXLSPHQWௐ&RQWUROVௐDQGௐ6ROXWLRQV ௐ)RUௐHTXLSPHQWௐFRQWUROVௐILUHௐௐ6HFXULW\ௐDODUPௐDQGௐSDUWVௐPDQXIDFWXUHGௐE\ௐ-RKQVRQௐ&RQWUROVௐ RXUௐDSSURDFKௐLVௐWRௐGLVFRXQWௐRIIௐRIௐRXUௐ1RUWKௐ$PHULFDQௐ/LVWௐ3ULFHௐ 1$/3 ௐRUௐ/LVWௐ3ULFHௐ GHSHQGLQJௐXSRQௐWKHௐSULFLQJௐWRROௐEHLQJௐXWLOL]HG ௐ)RUௐRXWVLGHௐSXUFKDVHGௐ+9$&ௐHTXLSPHQWௐFRQWUROVௐILUHௐVHFXULW\ௐWHFKQRORJ\ௐHTXLSPHQWௐDQGௐ PLVFHOODQHRXV FRPSRQHQWVௐRXUௐDSSURDFKௐLVௐWRௐPDUNௐXSௐRYHUௐRXUௐFRVW ௐ+9$&ௐ6SHFLDOW\ௐ$LUௐ4XDOLW\ௐ3URGXFWVௐDUHௐFXVWRPௐEXLOWௐVRௐSULFLQJௐZLOOௐYDU\ ௐ)RUௐPLVFHOODQHRXVௐUGௐSDUW\ௐSDUWVௐPHFKDQLFDOௐVXEFRQWUDFWVௐHOHFWULFDOௐVXEFRQWUDFWVௐSLSLQJௐ VXEFRQWUDFWVௐLQVXODWLRQௐVXEFRQWUDFWVௐMREௐVHUYLFHVௐVXFKௐDVௐFUDQHVௐIDFLOLWLHVௐDVVHVVPHQWVௐMREௐ VSHFLILFௐWRROVௐPDQDJHPHQWௐ ௐHQJLQHHULQJௐVHUYLFHVௐDQGௐVXUYH\VௐRXUௐDSSURDFKௐLVௐWRௐPDUNௐXSௐ RYHUௐRXUௐFRVWௐDVௐYHULILHGௐE\ௐUGௐSDUW\ௐLQYRLFHௐWRௐ-RKQVRQௐ&RQWUROV 4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐSURSRVDOௐLQௐWKLVௐUHVSRQVHௐ )RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ\RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ 0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH 'LVFRXQWVௐYDU\ௐEDVHGௐRQௐHTXLSPHQWௐDQGௐODERUௐ0D[LPXPௐHTXLSPHQWௐGLVFRXQWVௐDUHௐ 'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐSURJUDPVௐWKDWௐ\RXௐRIIHU 9ROXPHௐGLVFRXQWVௐZLOOௐEHௐFRQVLGHUHGௐRQௐDௐSURMHFWE\SURMHFWௐEDVLVௐ0RVWௐ661$ௐVROXWLRQVௐDUHௐ FXVWRPL]HGௐIRUௐHDFKௐIDFLOLW\ DQGௐGRௐQRWௐTXDOLI\ௐIRUௐYROXPHௐGLVFRXQWV 3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐUHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐ EHௐUHIHUUHGௐWRௐDVௐ³RSHQௐPDUNHW´ௐLWHPVௐRUௐ³QRQVWDQGDUGௐRSWLRQV´ௐ)RUௐH[DPSOHௐ\RXௐ PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐSHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐ DௐTXRWHௐIRUௐHDFKௐVXFKௐUHTXHVW :HௐVXSSO\ௐWKHVHௐLWHPVௐDWௐFRVWௐௐ ,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLVௐ127ௐLQFOXGHGௐLQௐWKHௐ SULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐ DVVRFLDWHGௐZLWKௐDௐSXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐVKLSSLQJௐ FKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUHGHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐ VHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐRUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐ VXFKௐFRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU 3URILFLHQF\ௐDQGௐ5LVNௐ 35 ௐ)HH 'XHௐWRௐXQIRUHVHHQௐFRQGLWLRQVௐDQGௐRUௐFLUFXPVWDQFHVௐRQௐDOOௐSURSRVDOVௐ-RKQVRQௐ&RQWUROVௐLQFOXGHVௐ 35ௐDVVHVVPHQWVௐௐ7KHௐ35ௐIHHௐDYHUDJHVௐௐRIௐWKHௐWRWDOௐVHOOௐSULFHௐGHSHQGLQJௐRQௐWKHௐULVNௐLWௐ FRXOGௐEHௐDVௐKLJKௐDVௐௐRUௐDVௐORZௐDVௐ ,QௐRXUௐH[LVWLQJௐ6RXUFHZHOOௐ&RQWUDFWௐ-+1ௐWKLVௐ35ௐ)HHௐKDVௐFRQVLVWHQWO\ௐEHHQௐLQFOXGHGௐLQௐ RXUௐSURSRVDOVௐXQGHUௐPLVFHOODQHRXVௐDVௐLWௐLVௐSDUWௐRIௐRXUௐV\VWHPLFௐSULFLQJௐWRROVௐௐ-RKQVRQௐ &RQWUROVௐZDQWVௐWRௐSURYLGHௐFXVWRPHUVௐZLWKௐFRPSOHWHௐWUDQVSDUHQF\ௐRIௐRXUௐSULFLQJ ,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWKHௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐ HQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐFRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP 6KLSSLQJௐFRVWVௐDUHௐLQFOXGHGௐDVௐLVௐGLVSRVDO 6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐRUௐSURJUDPVௐDYDLODEOHௐIRUௐ $ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐRIIVKRUHௐGHOLYHU\ 6KLSSLQJௐFRVWVௐDUHௐLQFOXGHGௐLQௐWKHௐSULFH 'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐRSWLRQVௐRIIHUHGௐLQௐ\RXUௐ SURSRVDO :HௐVWULYHௐWRௐDFKLHYHௐMXVWLQWLPHௐGHOLYHU\ௐWRௐDYRLGௐVWRUDJHௐFRVWVௐDQGௐFRVWVௐDVVRFLDWHGௐZLWKௐ GDPDJHௐWKDWௐFDQௐRFFXUௐZKHQௐHTXLSPHQWௐDQGௐSDUWVௐDUHௐVWRUHGௐRQVLWHௐRUௐLQௐDௐIDFLOLW\ௐIRUௐDQ\ௐ OHQJWKௐRIௐWLPHௐ$GGLWLRQDOO\ௐZHௐGRௐQRWௐHQIRUFHௐ\RXUௐZDUUDQW\ௐXQWLOௐZHௐUHDFKௐVXEVWDQWLDOௐ FRPSOHWLRQௐ7KLVௐKHOSVௐVDYHௐRXUௐFXVWRPHUVௐDௐOLWWOHௐPRQH\ௐE\ௐQRWௐVWDUWLQJௐWKHௐZDUUDQW\ௐSHULRGௐ WRRௐHDUO\ௐZKHQௐWKHௐV\VWHPௐLVௐQRWௐ\HWௐLQௐXVH Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 7DEOH 3ULFLQJ2IIHUHG /LQH ,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV &RPPHQWV EWKHVDPHDVWKH3URSRVHUW\SLFDOO\RIIHUVWR*32VFRRSHUDWLYHSURFXUHPHQWRUJDQL]DWLRQVRUVWDWHSXUFKDVLQJGHSDUWPHQWV 3ULFLQJௐPHWKRGRORJ\ௐLVௐVLPLODUௐWRௐWKDWௐRIௐ SDVWௐDZDUGௐௐ%RWKௐ%ௐDQGௐ&ௐDSSO\ௐWRௐ RXUௐUHVSRQVHௐௐ'HSHQGLQJௐXSRQௐWKHௐ RSSRUWXQLW\ௐGLVFRXQWVௐDUHௐHTXDOௐWRௐRUௐ EHWWHUௐWKDQௐZHௐRIIHUௐWRௐ*32 VௐDQGௐRWKHUௐ FRRSHUDWLYHVௐௐ,WௐLVௐ-RKQVRQௐ&RQWUROVௐ SROLF\ௐWRௐVWDQGDUGL]HௐSULFLQJௐDFURVVௐ &RRSHUDWLYHVௐDQGௐ*32ௐDJUHHPHQWVௐDQGௐ HQDEOHௐWKHௐEUDQFKௐRIILFHVௐWRௐQHJRWLDWHௐ WKHௐDGGLWLRQDOௐGLVFRXQWVௐRQௐDQௐ RSSRUWXQLW\ௐE\ௐRSSRUWXQLW\ௐEDVLV 7DEOH $XGLWDQG$GPLQLVWUDWLYH)HH /LQH,WHP 4XHVWLRQ 5HVSRQVH 6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ\RXௐSODQௐWRௐHPSOR\ௐWRௐYHULI\ௐ FRPSOLDQFHௐZLWKௐ\RXUௐSURSRVHGௐ&RQWUDFWௐZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐHQVXULQJௐWKDWௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐSURSHUௐSULFLQJௐWKDWௐWKHௐ9HQGRUௐUHSRUWVௐDOOௐVDOHVௐ XQGHUௐWKHௐ&RQWUDFWௐHDFKௐTXDUWHUௐDQGௐWKDWௐWKHௐ9HQGRUௐUHPLWVௐWKHௐSURSHUௐDGPLQLVWUDWLYHௐIHHௐWRௐ 6RXUFHZHOO 3ULFLQJௐFDOFXODWLRQVௐXQGHUௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐZLOOௐOHYHUDJHௐHVWLPDWLQJௐWRROVௐZLWKௐ GHILQHGௐSULFLQJௐGLVFRXQWVௐIRUௐ6RXUFHZHOOௐPHPEHUVௐ7KLVௐSULFLQJௐPHWKRGRORJ\ௐPDNHVௐLWௐ HDV\ௐIRUௐRXUௐILHOGௐRUJDQL]DWLRQௐDQGௐFXVWRPHUVௐWRௐXQGHUVWDQGௐSULFLQJௐSUDFWLFHVௐ3ULFLQJௐ WUDQVSDUHQF\ௐLVௐSURYLGHGௐWRௐWKHௐFXVWRPHUௐZLWKௐHDFKௐ6RXUFHZHOOௐSURSRVDOௐLQFOXGLQJௐ UHIHUHQFHௐWRௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐ3ULFLQJௐIRUௐODUJHௐVDOHVௐRIWHQௐKDVௐPXOWLSOHௐ UHYLHZVௐ VDOHVௐVDOHVௐPDQDJHPHQWௐDQGௐFRRSHUDWLYHௐSURJUDPௐRIILFH ௐ6PDOOௐ WUDQVDFWLRQDOௐVDOHVௐDUHௐVDPSOHௐUHYLHZHGௐE\ௐWKHௐFRRSHUDWLYHௐSURJUDPௐRIILFHௐ,IௐDௐ SULFLQJௐGLVFUHSDQF\ௐZRXOGௐEH LGHQWLILHGௐDOOௐVDOHVௐE\ௐWKDWௐVDOHVௐUHSௐWKURXJKௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐZRXOGௐEHௐVHOI DXGLWHGௐ7KHௐVDOHVௐUHSRUWLQJௐDQGௐDGPLQLVWUDWLYHௐIHHௐUHPLWWDQFHௐIXQFWLRQௐDUHௐ LQGHSHQGHQWௐRIௐWKHௐILHOGௐVDOHVௐRUJDQL]DWLRQௐ)HHௐSURFHVVLQJௐLVௐFRPSOHWHGௐE\ௐDௐ FHQWUDOL]HGௐ*32ௐDQGௐFRRSHUDWLYHௐSURFHVVLQJௐWHDPௐ7KLVௐSURFHVVௐZLOOௐKHOSௐWRௐ HOLPLQDWHௐLVVXHVௐUHODWLQJௐWRௐXQUHSRUWHGௐVDOHVௐRUௐPLVVLQJௐIHHVௐXQGHUௐWKHௐ6RXUFHZHOOௐ FRQWUDFWௐ7KHௐFHQWUDOL]HGௐWHDPௐXWLOL]HVௐGDWDௐFRQWDLQHGௐZLWKௐRXUௐ&XVWRPHUௐ5HODWLRQVKLSௐ 0DQDJHPHQWௐV\VWHPௐERRNLQJௐV\VWHPௐDQGௐFRRSHUDWLYHௐSURSRVDOௐORJௐWRௐKHOSௐHQVXUHௐ FRPSOHWHQHVVௐLQௐVDOHVௐUHSRUWLQJௐDQGௐIHHௐVXEPLVVLRQ ,Iௐ\RXௐDUHௐDZDUGHGௐDௐFRQWUDFWௐSURYLGHௐDௐIHZௐH[DPSOHVௐRIௐLQWHUQDOௐPHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐ WRௐPHDVXUHௐZKHWKHUௐ\RXௐDUHௐKDYLQJௐVXFFHVVௐZLWKௐWKHௐFRQWUDFW -RKQVRQௐ&RQWUROVௐKDVௐHVWDEOLVKHGௐ.3,¶VௐIRUௐHYDOXDWLQJௐWKHௐSHUIRUPDQFHௐRIௐRXUௐ &RRSHUDWLYHௐ3URJUDPௐ7KHVHௐLQWHUQDOௐPHWULFVௐDUHௐFRPSULVHGௐRIௐGDWDௐIURPௐERWKௐVDOHVௐ DQGௐILQDQFHௐ)RUௐH[DPSOHௐRQHௐNH\ௐPHWULFௐWKDWௐZHௐXWLOL]HௐLVௐWKHௐQXPEHUௐRIௐVDOHVௐ UHSUHVHQWDWLYHVௐWKDWௐKDYHௐDQௐDFWLYHௐ6RXUFHZHOOௐSURSRVDOௐLQௐWKHௐ6DOHVௐ)RUFHௐSLSHOLQH ,GHQWLI\ௐDௐSURSRVHGௐDGPLQLVWUDWLYHௐIHHௐWKDWௐ\RXௐZLOOௐSD\ௐWRௐ6RXUFHZHOOௐIRUௐIDFLOLWDWLQJௐ PDQDJLQJௐDQGௐSURPRWLQJௐWKHௐ6RXUFHZHOOௐ&RQWUDFWௐLQௐWKHௐHYHQWௐWKDWௐ\RXௐDUHௐDZDUGHGௐDௐ &RQWUDFWௐௐ7KLVௐIHHௐLVௐW\SLFDOO\ௐFDOFXODWHGௐDVௐDௐSHUFHQWDJHௐRIௐ9HQGRU¶VௐVDOHVௐXQGHUௐWKHௐ &RQWUDFWௐRUௐDVௐDௐSHUXQLWௐIHH ௐLWௐLVௐQRWௐDௐOLQHLWHPௐDGGLWLRQௐWRௐWKHௐ0HPEHU¶VௐFRVWௐRIௐJRRGVௐ 6HHௐWKHௐ5)3ௐDQGௐWHPSODWHௐ&RQWUDFWௐIRUௐDGGLWLRQDOௐGHWDLOV -RKQVRQௐ&RQWUROVௐSURSRVHVௐDௐௐDGPLQLVWUDWLYHௐIHHௐ2QௐVLJQLILFDQWௐRSSRUWXQLWLHVௐZHௐ ZRXOGௐOLNHௐWRௐOHDYHௐRSHQௐRXUௐDELOLW\ௐWRௐIXUWKHUௐQHJRWLDWHௐDௐUHGXFWLRQௐRQௐDௐFDVHE\ FDVHௐEDVLV 7DEOH$ 'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV /LQH ,WHP 4XHVWLRQ 5HVSRQVH 3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐWKHௐHTXLSPHQWௐSURGXFWVௐDQGௐ VHUYLFHVௐWKDWௐ\RXௐDUHௐRIIHULQJௐLQௐ\RXUௐSURSRVDO 'XHௐWRௐFKDUDFWHUௐOLPLWDWLRQௐRQௐWKHௐ%LGௐ3RUWDOௐSOHDVHௐVHHௐWKHௐ³7DEOHௐ$ௐ±ௐ'HSWKௐDQGௐ%UHDGWKௐRIௐ2IIHUௐ(TXLSPHQWௐ 3URGXFWVௐDQGௐ6HUYLFHV´ௐGRFXPHQWௐIRUௐFRPSOHWHௐGHWDLOVௐ $OWKRXJKௐZHௐKDYHௐWKHௐXQLTXHௐFDSDFLW\ௐWRௐVHOISHUIRUPௐPRVWௐZRUNௐZHௐDOVRௐKDYHௐWKHௐFRQWUDFWௐPDQDJHPHQWௐH[SHUWLVHௐWRௐ NQRZௐZKHQௐLWௐLVௐDSSURSULDWHௐWRௐRXWVRXUFHௐVRPHௐIXQFWLRQVௐ3OHDVHௐVHHௐRXUௐ³6XEFRQWUDFWLQJௐ6FRSHௐRIௐ:RUN´ௐGRFXPHQWௐ XSORDGHGௐDVௐDQௐDWWDFKPHQWௐWRௐWKLVௐUHVSRQVHௐ +9$&ௐ6\VWHPௐ'HVLJQௐ,QVWDOODWLRQௐDQGௐ6HUYLFH +9$&ௐ6\VWHPV ௐ6WDQGDUGௐ$LUௐ+DQGOLQJௐ8QLWVௐ $+8V ௐ&XVWRPHUௐ$+8Vௐ$0,ௐ0RGXODUௐ$+8Vௐ ௐ,QHIILFLHQWௐDLUௐKDQGOLQJௐXQLWௐUHSODFHPHQW ௐ+9$&ௐV\VWHPௐUHGHVLJQ ௐ9DULDEOHௐIUHTXHQF\ௐGULYHV ௐ+HDWௐUHFRYHU\ௐV\VWHPV ௐ/RZௐOHDNDJHௐDLUௐGDPSHUV ௐ9DULDEOHௐDLUௐYROXPHௐV\VWHPV ௐ,QOHWௐYDQHVௐIRUௐFHQWULIXJDOௐIDQ ௐ'HPDQGௐFRQWUROௐYHQWLODWLRQ ௐ([KDXVWௐIDQV ௐ)DQௐFRLOௐXQLWV ௐ0RWRUௐUHSODFHPHQW ௐ8QLWௐKHDWHUVYHQWLODWRUV ௐ&RPSXWHUௐURRPௐXQLWௐRSWLPL]DWLRQ ௐ)RXUSLSHௐV\VWHPௐWRௐWZRSLSHௐV\VWHP ௐ9DULDEOHௐYROXPHௐV\VWHPௐXSJUDGHV ௐ6\VWHPௐUHFRPPLVVLRQLQJ ௐ'XFWௐ)UHHௐ0LQLௐ6SOLWௐ6\VWHPV ௐ,QYHUWRUV ௐ3XPSV ௐ,QGRRUௐ$LUௐ4XDOLW\ௐ3URGXFWVௐDQGௐ'HYLFHV ௐ$FWLYHௐSRODUL]DWLRQௐQRQLRQL]LQJௐHOHFWURQLFௐDLUௐFOHDQLQJௐV\VWHPVௐLQWHQGHGௐ WRௐUHSODFHௐSDVVLYHௐILOWUDWLRQ ௐ5RRIWRSௐXQLWV ௐ+HDWௐSXPSV ௐ37$&V ௐ:DWHUௐVRXUFHௐKHDWௐSXPSV ௐ$LUௐ7HUPLQDOௐ'HYLFHVௐDQGௐ+HDWLQJௐ3URGXFWV ௐ/LJKWLQJௐV\VWHPVGLVLQIHFWDQWௐOLJKWLQJௐ 89&ௐOLJKWௐWHFK ௐIRUௐDLUௐKDQGOHUV &RROLQJௐ6\VWHPV ௐ6FUROOௐ5RWDU\ௐ&HQWULIXJDOௐ5HFLSURFDWLQJௐ$LU&RROHGௐ&KLOOHUVௐ:DWHU&RROHGௐ&KLOOHUVௐ&RQGHQVLQJௐ8QLWVௐDQGௐ $EVRUSWLRQௐ&KLOOHUVௐ ௐ&KLOOHUௐUHSODFHPHQWV ௐ*DVௐILUHௐFHQWULIXJDOௐFKLOOHUV ௐ/RZௐORDGௐFKLOOHU ௐ&)&ௐFRQWDLQPHQWௐFRQYHUVLRQV ௐ7RZHUௐIUHHௐFRROLQJ ௐ&RPPHUFLDOௐUHIULJHUDWLRQ Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 ௐ&RROLQJௐWRZHUௐXSJUDGH ௐ7ZRௐVSHHGௐIDQௐPRWRUV ௐ9DULDEOHௐSLWFKௐEODGHௐFRROLQJௐWRZHUௐIDQ ௐ7KHUPDOௐHQHUJ\ௐVWRUDJHௐV\VWHPV ௐ5HFODLPௐ$&ௐKHDWௐUHMHFWLRQ ௐ9DULDEOHௐIORZௐV\VWHPௐXSJUDGHௐௐௐௐ ௐ$LU&RROHGௐ9DULDEOHௐ5HIULJHUDQWௐ)ORZௐ6\VWHPV ௐ&KLOOHGௐZDWHUௐWHPSHUDWXUHௐUHVHWௐ ௐ+XPLGLW\ௐFRQWURO ௐ$EVRUSWLRQௐFKLOOHU ௐ*DVILUHGௐFKLOOHU ௐ&RQGHQVHUௐDXWRFOHDQLQJ ௐ&RQYHUVLRQௐWRௐSULPDU\ௐVHFRQGDU\ௐLQFOXGLQJௐ96'ௐRQௐSXPSV ௐ&RROLQJௐWRZHUVௐ'HFHQWUDOL]DWLRQFHQWUDOL]DWLRQ ௐ)UHHௐFRROLQJ (QHUJ\ௐ0DQDJHPHQWௐDQGௐ&RQWUROௐ6\VWHPV ௐ,QURRPௐFRQWUROௐV\VWHPV ௐ'LUHFWௐGLJLWDOௐFRQWUROV ௐ3QHXPDWLFௐFRQWUROௐFRQYHUVLRQ ௐ0DQXDOௐYDOYHVௐWRௐDXWRPDWLFௐYDOYHV ௐ$LUௐFRPSUHVVRUV ௐ/DEௐIOXPHௐKRRGௐFRQWURO ௐ0XOWLV\VWHPௐLQWHJUDWLRQ ௐ/RDGௐVKHGGLQJ ௐ'HPDQGௐPDQDJHPHQW ௐ6WDJLQJௐௐOHDGODJ ௐ2SWLPXPௐVWDUWௐௐVWRS +HDWLQJௐ6\VWHPV ௐ+HDWLQJௐV\VWHPௐUHGHVLJQௐDQGௐRSWLPL]DWLRQ ௐ%RLOHUௐUHSODFHPHQW ௐ(OHFWULFௐWRௐJDVௐILUHGௐERLOHU ௐ+LJKௐHIILFLHQWௐPRGXODUௐERLOHUV ௐ/RZௐORDGௐERLOHU ௐ%XUQHUௐUHSODFHPHQW ௐ'XDOௐIXHOௐEXUQHUV ௐ2LOௐDWRPL]LQJௐEXUQHUV ௐ%RLOHUௐVWDFNௐKHDWௐUHFODLP ௐ3HULPHWHUௐUDGLDWLRQ ௐ+LJKௐHIILFLHQWௐGRPHVWLFௐZDWHUௐKHDWHUV ௐ*DVௐOLQHௐWXUEXODWRUV ௐ7HPSHUDWXUHௐUHVHWௐFRQWURO ௐ(OHFWULFௐKHDWLQJௐWRௐJDV ௐ3LSLQJௐLQVXODWLRQ ௐ%RLOHUௐVWDFNௐUHFODLP ௐ%RLOHUௐV\VWHPௐGHFHQWUDOL]DWLRQ ௐ$HUDWRUௐUHSODFHPHQWௐZLWKௐ2ௐVFDYHQJHU ௐ$XWRPDWHGௐZDWHUௐWUHDWPHQW ௐ&RQGHQVDWHௐUHFRYHU\ 3HUIRUPDQFHௐ&RQWUDFWLQJ ௐ(QHUJ\ௐ&RQVHUYDWLRQௐ0HDVXUHV ௐ,QYHVWPHQWௐ*UDGHௐ$XGLWV ௐ,QIUDVWUXFWXUHௐ8SJUDGHV 2SHQ%OXH %XLOGLQJௐ6\VWHPV ௐ%XLOGLQJௐ0DQDJHPHQWௐ6\VWHP ௐ$FFHVVௐ&RQWUROௐ6\VWHP ௐ/LJKWLQJ ௐ+9$& ௐ)ORRUௐSODQV ,QWHJUDWHGௐ:RUNSODFHௐ0DQDJHPHQWௐ6\VWHPV ௐ0HHWLQJௐURRPVௐ VL]HௐORFDWLRQௐDPHQLWLHV ௐ'HVNௐ UHVHUYDEOHௐVWDWXV ௐ$VVHWVௐ W\SHௐDQGௐORFDWLRQ ௐ2WKHUௐVSDFHV ௐ)ULFWLRQOHVVௐ$FFHVVௐ&RQWURO ௐ)DFLDOௐ5HFRJQLWLRQ ௐ6NLQௐWHPSHUDWXUHௐVFDQQLQJௐVROXWLRQ ௐ)DFHPDVNௐGHWHFWLRQ ௐ7KHUPDOௐLPDJLQJௐ89ௐVDQLWL]LQJௐJDWHVௐFRQWDFWௐWUDFLQJௐWRXFKOHVVௐYLVLWRUௐPDQDJHPHQW (QWHUSULVHௐ,7ௐ6\VWHPV ௐ+5ௐ ௐ,7ௐ6\VWHP ௐ$FWLYHௐ'LUHFWRU\ ௐ0LFURVRIWௐ([FKDQJH ௐ&006ௐ 7KLUGௐ3DUW\ௐ2IIHULQJV ௐ6HQVRUV ௐ6SDFHௐ6FKHGXOHU ௐ0RELOHௐ$FFHVV ௐ3DUNLQJௐPDQDJHPHQW ௐ7UDYHOௐRSWLRQVௐ EXVௐWUDLQௐFDU ௐ ௐ:HDWKHUௐWUDIILFௐVWRFNௐSULFHV 2SHQ%OXHௐ+HDOWK\ௐ%XLOGLQJV ௐ2SHQ%OXHௐ'\QDPLFௐ6SDFHV ௐ)DFHௐ0DVNௐ'HWHFWLRQ ௐ6RFLDOௐ'LVWDQFHௐ0RQLWRULQJௐDQGௐ&RQWDFWௐ7UDFLQJ ௐ,QWHOOLJHQWௐ)ULFWLRQOHVVௐ$FFHVVௐ&RQWURO 2SHQ%OXHௐ&RPSDQLRQ 2SHQ%OXHௐ&OHDQௐ$LU 2SHQ%OXHௐ/RFDWLRQௐ0DQDJHU 2SHQ%OXHௐ(QWHUSULVHௐ0DQDJHPHQW 2SHQ%OXHௐ'LJLWDOௐ7ZLQ 2SHQ%OXHௐ6HFXUH 2SHQ%OXHௐ7DLORUHGௐ6HUYLFHVௐ6XLWH 6PDUWௐ&LW\ௐ3URJUDPVௐ Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 ௐ7UDIILFௐDQDO\VLV ௐ6HFXULW\ௐ&DPHUDV ௐ3UR[LPLW\ௐ6HQVRUV ௐ3HGHVWULDQௐ&RXQWHUV ௐ'LJLWDOௐVLJQDJHௐDQGௐVSHDNHUV ௐ*XQVKRWௐGHWHFWLRQ 8WLOLW\ௐ0HWHUV ௐ:DWHUௐ0HWHUV ௐ(OHFWULFௐ0HWHUV ௐ8WLOLW\ௐELOOLQJௐDQDO\VLV ௐ8WLOLW\ௐUDWHௐLPSURYHPHQWV ௐ0HWHUௐFRQVROLGDWLRQ ௐ(OHFWULFௐSRZHUௐIDFWRUௐFRUUHFWLRQ ௐ$XWRPDWLFௐ0HWHUௐ5HDGLQJௐ $05 ௐ$GYDQFHGௐ0HWHULQJௐ,QIUDVWUXFWXUHௐ $0, ௐWHFKQRORJ\ௐ±ௐ)XOOௐVFDOHௐLPSOHPHQWDWLRQ ௐ0HWHUௐDFFXUDF\ௐLPSURYHPHQWV ௐ0HWHUௐW\SLQJௐ ௐVL]LQJௐXSJUDGHV ௐ$XWRPDWLFௐOHDNௐGHWHFWLRQௐV\VWHP ௐ&XVWRPHUௐZHEௐSRUWDO ௐ6&$'$ௐXSJUDGHV 'LVWULEXWLRQௐ6\VWHPVௐDQGௐ&RJHQHUDWLRQௐ3ODQWV ௐ&HQWUDOௐ8WLOLW\ௐ3ODQWV ௐ&RJHQHUDWLRQ&+3ௐ6\VWHPV ௐ&HQWUDOௐFRROLQJௐSODQW /LJKWLQJௐ6\VWHPV ௐ/LJKWLQJௐ3URGXFWV ௐ,QWHOOLJHQWௐOLJKWLQJௐFRQQHFWHGௐOLJKWLQJௐVWUHHWOLJKWLQJௐLQWHOOLJHQWௐVWUHHWௐOLJKWLQJௐGHFRUDWLYHௐOLJKWLQJௐ KXPDQFHQWULFௐOLJKWLQJௐVSHFLDOW\ௐOLJKWLQJௐVDIHW\ௐOLJKWLQJௐGLVLQIHFWDQWௐOLJKWLQJௐDQGௐFRPPHUFLDOௐOLJKWLQJ ௐ,QWHULRUௐ/LJKWLQJ ௐ Rௐௐௐௐ/LQHDUௐ)OXRUHVFHQWௐ8SJUDGHV ௐ1HZௐ/('ௐIL[WXUHVௐ/('ௐUHWURILWௐNLWVௐ/('ௐWXEHV Rௐௐௐௐ&)/,1&+,'ௐ8SJUDGHV ௐ1HZௐ/('ௐIL[WXUHVௐ/('ௐUHWURILWௐNLWVௐ/('ௐUHODPSV Rௐௐௐௐ+LJKௐ%D\ௐ)L[WXUHV ௐ1HZௐ/('ௐIL[WXUHV ௐ([WHULRUௐ/LJKWLQJ Rௐௐௐௐ%XLOGLQJௐ0RXQWHG ௐ:DOOௐSDFNVௐIORRGVௐFDQRS\ Rௐௐௐௐ3ROHௐ0RXQWHG ௐ$UHDௐDQGௐVWUHHWௐOLJKWVௐ3RVWௐWRSௐGHFRUDWLYHௐ+LJKௐPDVWௐ3DUNLQJௐJDUDJHV ௐ/LJKWLQJௐ&RQWUROV Rௐௐௐௐ5RRPௐEDVHGௐFRQWUROV ௐRFFXSDQF\ௐVHQVRUVௐ3KRWRFHOOௐVHQVRUV Rௐௐௐௐ6WDQGDORQHௐ1HWZRUNHGௐFRQWUROV Rௐௐௐௐ,QWHJUDWHGௐ1HWZRUNHGௐFRQWUROVௐZLWKௐ%$6 Rௐௐௐௐ6PDUWௐ&LW\ௐFRQWUROV ௐ+XPDQ&HQWULFௐ/LJKWLQJௐ +&/ ௐ+&/ௐV\VWHPVௐFRPELQHௐLQWHOOLJHQWௐOLJKWLQJௐFRQWUROௐZLWKௐ/('ௐODPSVௐDQGௐIL[WXUHVௐWKDWௐ KDYHௐWKHௐDELOLW\ௐWRௐFKDQJHௐWKHLUௐFRORUௐWHPSHUDWXUHௐDQGௐLQWHQVLW\ௐ/LJKWௐYDULHVௐGXULQJௐWKHௐGD\ௐDFFRUGLQJௐWRௐWKHௐQDWXUDOௐ OLJKWLQJௐF\FOH Rௐௐௐௐ/RZௐOLJKWௐOHYHOVௐDQGௐORZௐ&&7Vௐ &RUUHODWHGௐ&RORXUௐ7HPSHUDWXUH ௐLQௐWKHௐHDUO\ௐPRUQLQJௐ Rௐௐௐௐ+LJKௐOLJKWௐOHYHOVௐDQGௐKLJKௐ&&7VௐDWௐPLGGD\ௐ XSௐWRௐௐ. ௐ Rௐௐௐௐ/RZௐOLJKWௐOHYHOVௐDQGௐORZௐ&&7VௐGXULQJௐHYHQLQJௐ Rௐௐௐௐ([WUHPHO\ௐORZௐOLJKWௐOHYHOVௐDQGௐDௐPHGLXPௐ&&7ௐXQGHUௐPRRQOLJKW ௐ6PDUWௐ%XLOGLQJ:LGHௐ/LJKWLQJௐ&RQWURO ௐ%XLOGLQJௐ$XWRPDWLRQௐ6\VWHPௐ,QWHJUDWLRQ ௐ%XVLQHVVௐ2SWLPL]DWLRQ %XLOGLQJௐ(QYHORSHௐ6\VWHPV ௐ:LQGRZௐJOD]LQJ ௐ7LQWHGௐZLQGRZௐILOP ௐ(QHUJ\ௐHIILFLHQWௐZLQGRZV ௐ:LQGRZௐDQGௐGRRUௐZHDWKHUௐVWULSSLQJௐDQGௐFDXONLQJ ௐ5HYROYLQJௐGRRUV ௐ$LUௐFXUWDLQV ௐ$XWRPDWLFௐGRRUௐFORVHUVௐௐௐௐ ௐ5RRILQJ ௐ,QVXODWHௐZDOOVௐURRIௐIORRUௐVRIILW ௐ&DXONௐSLSHௐSHQHWUDWLRQV ௐ6HDOௐFHLOLQJௐWRௐURRIௐJDS ௐ6RODUௐUDGLDWLRQௐUHGXFWLRQ ௐ5HIOHFWLYHௐFRDWLQJௐWRௐURRI ௐ:HDWKHUSURRILQJ :DWHUௐDQGௐ6HZDJHௐ6\VWHPV :DWHUௐ&RQVHUYDWLRQ ௐ5HWURILWௐIOXVKௐYDOYHVௐVKRZHUKHDGVௐIDXFHWVௐWRLOHWV ௐ$XWRPDWHGௐZDWHUௐV\VWHPV ௐ&RROLQJௐWRZHUௐUHWURILWV ௐ,FHௐPDFKLQHௐXSJUDGHV ௐ+LJKௐHIILFLHQF\ௐGRPHVWLFௐZDWHUௐKHDWHUV ௐ:DVWHௐKHDWௐUHFRYHU\ :DWHUௐ6XSSO\7UHDWPHQW'LVWULEXWLRQ ௐ5DZௐZDWHUௐSXPSLQJ ௐ+LJKௐVHUYLFHௐSXPSV ௐ%DFNZDVKௐZDWHUௐSXPSVௐ ILOWUDWLRQௐSODQWV ௐ:DWHUௐFRQWUROௐV\VWHPV ௐ3OXPELQJௐV\VWHPV ௐ,UULJDWLRQௐV\VWHPV ௐ'RPHVWLFௐZDWHU ௐ5DLQௐZDWHUௐKDUYHVWLQJ :DVWHZDWHUௐ&ROOHFWLRQௐDQGௐ7UHDWPHQW ௐ:DVWHZDWHUௐOLIWௐSXPSV ௐ$HUDWLRQௐV\VWHPௐLPSURYHPHQWVௐ GLIIXVHUVௐFRQWUROVௐEORZHUV ௐ'LJHVWHUௐJDVௐWRௐHQHUJ\ௐSURMHFWV ௐ'LJHVWHUௐLPSURYHPHQWV )ORRGௐ&RQWURO ௐ)ORRGௐFRQWUROௐV\VWHPV ௐ)ORRGௐPRQLWRULQJௐV\VWHPV ௐ,QWHJUDWHGௐWUDIILFௐFRQWUROௐDQGௐPRQLWRULQJௐV\VWHPV 5HQHZDEOHௐ(QHUJ\ௐ6\VWHPV ௐ6RODUௐSKRWRYROWDLF ௐ:LQGௐWXUELQHV Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 ௐ*HRWKHUPDOௐKHDWௐSXPSV ௐ0LFURJULG ௐ(QHUJ\ௐVWRUDJH ௐ6RODUௐGD\OLJKWLQJ ௐ%LRPDVVௐSODQWV ௐ6RODUௐWKHUPDOௐSRROௐKHDWLQJ ௐ6RODUௐWKHUPDOௐGRPHVWLFௐZDWHUௐKHDWLQJ ௐ6RODUௐWUDQVSLUHGௐZDOOV 'LVWULEXWHGௐ(QHUJ\ௐ6WRUDJHௐ %DWWHU\ௐ3RZHUௐ6WDWLRQDU\ௐ6WRUDJH (QHUJ\ௐ6WRUDJHௐ6\VWHPௐௐ,Q%XLOGLQJ 0RGXODUௐ&RQWDLQHUௐ'LVWULEXWHGௐ(QHUJ\ௐ6WRUDJHௐ6\VWHP 7KHUPDOௐ(QHUJ\ௐ6WRUDJHௐ6\VWHPV ,FHௐ6WRUDJH 6HZHUௐ+HDWௐ5HFRYHU\ :DVWHௐ+HDWௐ5HFRYHU\ௐDQGௐ8UEDQௐ%LRJDVௐ8WLOL]DWLRQ 0LFURJULGV &RQQHFWHGௐ7HFKQRORJLHV ௐ$XGLR9LVXDO ௐ'DWDௐ&DEOLQJ ௐ/$1:$19RLFH ௐ'LVWULEXWHGௐ$QWHQQDௐ6\VWHPV ௐ1XUVHௐ&DOOௐ6\VWHPV ௐ6HFXULW\ௐ6\VWHPV ௐ+/ௐ,QWHJUDWLRQV 3RROௐ6\VWHPV(QYLURQPHQWௐDQGௐ5HFUHDWLRQDOௐ6SDFHV $GGLWLRQDOௐ6\VWHPV ௐ/RDGLQJௐGRFNௐDLUௐFXUWDLQV ௐ&HLOLQJௐV\VWHPV ௐ(OHFWULFDOௐSRZHUௐV\VWHPV ௐ(PHUJHQF\ௐJHQHUDWRUV ௐ7XUELQHௐJHQHUDWRUV ௐ6ZLWFKௐJHDU ௐ(OHYDWRUௐPRGHUQL]DWLRQ ௐ:DVWHௐPDQDJHPHQW ௐ:DVWHௐFRPSDFWRUV ௐ5HGௐEDJௐZDVWH ௐ3RROௐFRYHUVௐDQGௐSRROௐKHDWௐUHFRYHU\ ௐ$LUௐDQGௐZDWHUௐEDODQFH ௐ3RZHUௐIDFWRUௐFRUUHFWLRQ ௐ)OHHWௐPDQDJHPHQW ௐ6WDUWXSௐDQGௐFRPPLVVLRQLQJ ௐ+LJKௐHIILFLHQF\ௐZDWHUௐKHDWLQJ ௐ,QVWDQWDQHRXVௐKRWௐZDWHUௐKHDWLQJௐDQGௐUHPRYDOௐRIௐODUJHௐVWRUDJHௐWDQNV ௐ:DVWHௐKHDWௐUHFRYHU\ௐIRUௐGU\HUVௐDQGௐNLWFKHQV ௐ&RQYHUVLRQௐRIௐHOHFWULFௐNLWFKHQௐHTXLSPHQWௐWRௐJDV ௐ:DWHUௐVDYLQJVௐPHDVXUHVௐIRUௐNLWFKHQௐDQGௐODXQGU\ ௐ2]RQDWHGௐODXQGU\ௐXSJUDGHV ௐ.LWFKHQௐHTXLSPHQW ௐ'LVKZDVKHUௐUHSODFHPHQW ௐ:DONLQௐFRROHUVௐRSWLPL]DWLRQ ௐ([KDXVWௐV\VWHPௐRSWLPL]DWLRQ ௐ.LWFKHQௐGHVLJQ ௐ/DXQGU\ௐV\VWHPV 6HUYLFHௐDQGௐ0DLQWHQDQFH 3XEOLFௐ5HODWLRQV 6HFXULW\ ௐௐUHPRWHௐPRQLWRULQJ ௐ$FFHVVௐFRQWURO ௐ$GYDQFHGௐYLGHRௐVXUYHLOODQFH ௐ,QWUXVLRQௐGHWHFWLRQ )LUHௐ/LIH6DIHW\ௐ ௐ+D]DUGௐ3URWHFWLRQ ௐ)LUHௐDODUPௐV\VWHPV ௐ)LUHௐVSULQNOHUௐV\VWHPV ௐ)LUHௐVXSSUHVVLRQௐV\VWHPV ௐ0DVVௐQRWLILFDWLRQௐV\VWHPV ௐ6SHFLDOௐKD]DUGௐVROXWLRQV ௐ([WLQJXLVKHUV ௐ0DVVௐ1RWLILFDWLRQ ௐ6SHFLDOௐ+D]DUG ௐ6SULQNOHU 2SHUDWLRQDOௐ,QWHOOLJHQFHௐ ௐ/RVVௐ3UHYHQWLRQ ௐ,QIRUPDWLRQௐPDQDJHPHQWௐVROXWLRQV ௐ5HDOWLPHௐORFDWLRQௐV\VWHPVௐ 57/6 ௐIRUௐDVVHWௐPDQDJHPHQW ௐ9LGHRௐDQGௐWUDIILFௐDQDO\WLFV Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 :LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐVXEFDWHJRULHVௐRIௐ VROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐWLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐ SURGXFWVௐDQGௐVHUYLFHV ௐ5HQHZDEOHௐ7HFKQRORJLHV ௐ,QGRRUௐ$LUௐ4XDOLW\ ௐ/LJKWLQJௐ6\VWHPV ௐ(QHUJ\ௐ(IILFLHQF\ ௐ*UHHQKRXVHௐ*DVௐ5HGXFWLRQ ௐ6PDUWௐ%XLOGLQJௐ7HFKQRORJLHV ௐ6PDUWௐ&LW\ௐ7HFKQRORJLHV ௐ$UWLILFLDOௐ,QWHOOLJHQFH ௐ6HFXULW\ ௐ&RQQHFWHGௐ7HFKQRORJLHV ௐ(QHUJ\ௐ6WRUDJH ௐ0LFURJULGV ௐ+9$&ௐ(TXLSPHQW ௐ&RQWUROV ௐ%XLOGLQJௐ$XWRPDWLRQௐ6\VWHPV ௐ(QHUJ\ௐ0DQDJHPHQWௐ6\VWHPV ௐ2SHUDWLRQDOௐ,QWHOOLJHQFHௐDQGௐ$VVHWௐ0DQDJHPHQW ௐ)LUHௐDODUPௐDQGௐVXSSUHVVLRQ ௐ6HFXULW\ ௐ([WLQJXLVKHUV ௐ6SULQNOHU ௐ0DVVௐ1RWLILFDWLRQ ௐ6SHFLDOௐ+D]DUG 7DEOH% 'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV ,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRIHTXLSPHQWSURGXFWVDQGVHUYLFHVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDOFRPPHQWVLQWKHWH[WER[SURYLGHGDVQHFHVVDU\ /LQH ,WHP &DWHJRU\RU7\SH 2IIHUHG &RPPHQWV +9$&ௐ,$4ௐDQGௐZDWHUௐKHDWLQJௐRUௐWUHDWPHQWௐ LQIUDVWUXFWXUHௐHTXLSPHQWௐFRPSRQHQWVௐ SURGXFWVௐSDUWVௐDQGௐUHODWHGௐWHFKQRORJ\ <HV 1R 6HHௐDWWDFKPHQWௐ$ௐௐ'HSWKௐDQGௐ%UHDGWKௐRIௐ2IIHUௐ(TXLSPHQWௐ3URGXFWVௐDQGௐ6HUYLFHV 6HQVRUVௐFRQWUROVௐWKHUPRVWDWVௐJDXJHVௐDQGௐ V\VWHPௐDXWRPDWLRQௐRUௐPDQDJHPHQWௐSURGXFWVௐ DQGௐWHFKQRORJ\ <HV 1R 6HHௐDWWDFKPHQWௐ$ௐௐ'HSWKௐDQGௐ%UHDGWKௐRIௐ2IIHUௐ(TXLSPHQWௐ3URGXFWVௐDQGௐ6HUYLFHV 6HUYLFHVௐUHODWHGௐWRௐWKHௐRIIHULQJௐRIௐWKHௐ VROXWLRQVௐGHVFULEHGௐLQௐ/LQHVௐௐDQGௐௐRIௐ 7DEOHௐ%ௐDERYHௐLQFOXGLQJௐLQVWDOODWLRQௐ PDLQWHQDQFHௐUHSDLUௐUHIXUELVKPHQWௐ UHSODFHPHQWௐV\VWHPௐXSJUDGHVௐHPHUJHQF\ௐRUௐ VKRUWWHUPௐ+9$&ௐHTXLSPHQWௐUHQWDOௐ DVVHVVPHQWௐLQWHJUDWLRQௐWUDLQLQJௐVXSSRUWௐDQGௐ FXVWRPL]DWLRQ <HV 1R 6HHௐDWWDFKPHQWௐ$ௐௐ'HSWKௐDQGௐ%UHDGWKௐRIௐ2IIHUௐ(TXLSPHQWௐ3URGXFWVௐDQGௐ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³0DUNHWLQJ 3ODQ´ Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. 3ULFLQJ6RXUFHZHOO3ULFLQJ7DEOH)LQDO5HYGRF[:HGQHVGD\-XQH )LQDQFLDO6WUHQJWKDQG6WDELOLW\NIRUMFLVLWHSGI0RQGD\-XQH 0DUNHWLQJ3ODQ6DPSOHV0DUNHWLQJ'RFSGI7XHVGD\-XQH :0%(0%(6%(RU5HODWHG&HUWLILFDWHV RSWLRQDO :DUUDQW\,QIRUPDWLRQ3URMHFW:DUUDQW\/HWWHUSGI0RQGD\-XQH 6WDQGDUG7UDQVDFWLRQ'RFXPHQW6DPSOHV+6+38SJUDGHDQG6HUYLFH6DPSOH3URSRVDOVSGI0RQGD\-XQH 8SORDG$GGLWLRQDO'RFXPHQW7DEOH&HUWLILFDWLRQDQG7DEOH$$GGLWLRQDO,QIR]LS7XHVGD\-XQH KŶůLJƚŚŽƐĞWƌŽƉŽƐĞƌ džĐĞƉƚŝŽŶƐƚŽdĞƌŵƐ͕ŽŶĚŝƚŝŽŶƐ͕Žƌ^ƉĞĐŝĨŝĐĂƚŝŽŶƐƚŚĂƚŚĂǀĞďĞĞŶĂĐĐĞƉƚĞĚďLJ^ŽƵƌĐĞǁĞůůŚĂǀĞďĞĞŶ ŝŶĐŽƌƉŽƌĂƚĞĚŝŶƚŽƚŚĞĐŽŶƚƌĂĐƚƚĞdžƚ͘ DocuSign Envelope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¶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³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´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¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV3URSRVDORQEHKDOIRIWKH3URSRVHUDQGWKDWWKLV HOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI,KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRWEHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RU HQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLFVLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ-HUHP\5DLQZDWHU93 *0+9$&DQG&RQWUROV1RUWK$PHULFD-RKQVRQ&RQWUROV ,QF 7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH3URSRVHUIRUHVHHVDQDFWXDORUSRWHQWLDO&RQIOLFWRI ,QWHUHVWLQSHUIRUPLQJWKHFRQWUDFWXDOREOLJDWLRQVFRQWHPSODWHGLQWKHELG <HV1R 7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH ,KDYHUHYLHZHGWKH EHORZDGGHQGXPDQG DWWDFKPHQWV LI DSSOLFDEOH 3DJHV $GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B 7XH-XQH 30 $GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B :HG0D\ 30 $GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B 7XH0D\ 30 $GGHQGXPBB+9$&B6\VWHPVB6HUYLFHVB5)3B 0RQ0D\ 30 Bid Number: RFP 070121 Vendor Name: Johnson Controls, Inc. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 EXHIBIT C Johnson Controls CoF Proposal DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls planned service proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION Customer CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION Local Johnson Controls Office 3451 W ASHLAN AVE FRESNO, CA 93722 Agreement Start Date: 03/01/2024 Proposal Date 02/19/2024 Estimate No: 1-1LS9ZQR6 Partnering with you to deliver value-driven solutions Every day, we transform the environments where people live, work, learn and play. From optimizing building performance to improving safety and enhancing comfort, we are here to power your mission. 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. With more than a century of healthy buildings expertise, Johnson Controls leverages technologies to successfully deliver smart solutions to facilities worldwide. Johnson Controls was recognized by Frost & Sullivan as the 2020 North American Company of the Year for innovation in the Smart connected Chillers market DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 2 of 28 Executive summary Planned service proposal for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION Dear Customer, 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: •In this proposal we are offering a service agreement for 3 Years starting 03/01/2024 and ending 02/28/2027. •The agreement price for first year is $33,970.64; see Schedule A, Supplemental Price and Payment Terms, for pricing in subsequent years. •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, Andrew Konkle Controls Service Manager (559)392-9740 The power behind your mission DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 3 of 28 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. 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. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 4 of 28 Our partnership 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. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 5 of 28 Service delivery 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. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 6 of 28 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. Install Updates supplied with Software Subscription Our expert technicians will install software upgrades (supplied separately) to keep your system up-to-date. This helps minimize disruptions to your daily operations and staff during the upgrade process. Keeping your software up-to-date allows you to take advantage of the latest features and enhancements, and helps maintain compatibility with the latest technology on the market. Updating the system software is also a best practice to minimize cybersecurity vulnerabilities. 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. Operational Visit/Supervisory Controls System Verification Based on our expertise and factory recommendations, we will execute routine preventative maintenance on the supervisory controllers and servers in your Metasys system. The inspection includes the following tasks: •Visual inspection of the control panel and cleaning as needed. •Review of alarms, points which are offline, out of service and overridden points. •Local backups of controllers, objects, and server repositories. •Review security database and ensure default passwords are changed. 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. Customer Portal / Service Information Access The Johnson Controls customer portal is the online gateway to easily access various elements of your service information. This real-time, self-service mechanism is just one more way for you to stay in touch with our service within your facilities. Using the internet, you can view service call history by DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 7 of 28 location, monitor agreements, as well as view asset and invoice information. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 8 of 28 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. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 9 of 28 Planned Service Agreement Customer Name : CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION Address: 5607 W JENSEN AVE FRESNO,CA 93706 Proposal Date: 02/19/2024 Estimate #: 1-1LS9ZQR6 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 P ayment 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 / Automatic Renewal This Agreement takes effect on 03/01/2024 and will continue until 02/28/2027 (“Original Term”). The Agreement will automatically renew and extend for successive terms equal to the Original Term unless the Customer or JCI gives the other written notice it does not want to renew prior to the end of the then-current term (each a “Renewal Term”). The notice must be delivered at least (90) days prior to the end of the Original Term or of any Renewal Term. The Original Term and any Renewal Term may be referred to herein as the “Term”. Renewal price adjustments are discussed in the Terms and Conditions. Refrigerant Charges Refrigerant is not included under this Agreement and will be billed separately to the Customer by JCI. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 10 of 28 Price and Payment Terms The total Contract Price for JCI’s Services during the first year of the Original Term is $33,970.64. This amount will be paid to JCI in advance in Annual installments. Pricing for each subsequent year of a multiyear Original Term is set forth in the Supplemental Price and Payment Terms. Unless otherwise agreed to by the parties, All payments will be due upon receipt. Renewal price adjustments are set forth in the Terms and Conditions. Invoices will be sent to the following location: CITY OF FRESNO WASTWATER MGMT DIV 5607 W JENSEN AVE FRESNO,CA 93706-9458 To ensure that JCI is compliant with your company’s billing requirements, please provide the following information: PO is required to facilitate billing: {{[]_es_:signer1}} No: This signed contract satisfies requirement {{[]_es_:signer1}} YES: Please reference this PO number : {{address_es_:signer1}} {{PO_Doc_es_:signer1:attachment}} AR Invoices are accepted via e-mail: {{[]_es_:signer1}} YES: E-mail address to be used : {{email1_es_:signer1}} {{[]_es_:signer1}} No: Please submit invoices via mail {{[]_es_:signer1}} No: Please submit via : {{email2_es_:signer1}} This proposal is valid for thirty days from the proposal date. JOHNSON CONTROLS Inc. JCI Manager: {{*N_es_:signer2:fullname}} Customer Manager: {{*N_es_:signer1:fullname}} JCI Manager Signature: {{Signature1_es_:signature:signer2}} Customer Manager Signature: {{Signature1_es_:signature:signer1}} Title: {{*Ttl_es_:signer2:title}} Date: {{Dte_es_:signer2:date}} Title: {{*Ttl_es_:signer1:title}} Date: {{Dte_es_:signer1:date}} JCI Branch: JOHNSON CNTRL SACRMNT RENO BKRFLD FRSNO CB - 0N0M Address: 103 WOODMERE RD STE 110 FOLSOM,CA 95630-4747 Branch Phone: (866) 855-5844 Branch Email: DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 11 of 28 Schedule A - Equipment List CITY OF FRESNO 5607 W JENSEN AVE FRESNO, CA 93706 Product: Controls (Controller/End Devices), Fan Coil Unit (FCU), Johnson Controls, 0 -50 points Quantity: 22 Coverage Level: Basic Services Provided 2 Operational Customer Tag Manufacturer Model # Serial # JCI_YORK 1-18ONOEL4 JCI_YORK 1-18ONOEBL JCI_YORK 1-18ONOEBC JCI_YORK 1-18OMXDNU JCI_YORK 1-18OMXDNA JCI_YORK 1-18OMXDM6 JCI_YORK 1-18OMXDLW JCI_YORK 1-18OMXDL2 JCI_YORK 1-18OMXDKI JCI_YORK 1-18OMXDJY JCI_YORK 1-18OMXDIU JCI_YORK 1-18OMXDIK JCI_YORK 1-18OMXDI0 JCI_YORK 1-18OMXDHQ JCI_YORK 1-18OMXDH6 JCI_YORK 1-18OMXDG2 JCI_YORK 1-18OMXDEO JCI_YORK 1-18OMXDE4 JCI_YORK 1-18OMXDDK JCI_YORK 1-18OMXDD0 JCI_YORK 1-18OMXD6J JCI_YORK 1-18OMTO6P Product: Controls (Controller/End Devices), Air Handling Unit (AHU), Johnson Controls, 21-60 points Quantity: 7 Coverage Level: Basic Services Provided 2 Operational Customer Tag Manufacturer Model # Serial # JCI_YORK 1-18OMXD7X JCI_YORK 1-18OMXD6V JCI_YORK 1-18OMXD6A JCI_YORK 1-18OMXD62 JCI_YORK 1-18OMXD2H JCI_YORK 1-18OMXD03 JCI_YORK 1-18OMTO8N DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 12 of 28 Product: Controls (Controller/End Devices), Central Cooling Plant, Johnson Controls, 101-350 points Quantity: 2 Coverage Level: Basic Services Provided 2 Operational Customer Tag Manufacturer Model # Serial # JCI_YORK 1-18OMXD8K JCI_YORK 1-18OMXD5X Product: Controls (Controller/End Devices), Roof Top Unit (RTU), Johnson Controls, 0-20 points Quantity: 19 Coverage Level: Basic Services Provided 2 Operational Customer Tag Manufacturer Model # Serial # JCI_YORK 1-18ONOEIM JCI_YORK 1-18ONOEIC JCI_YORK 1-18ONOE2S JCI_YORK 1-18ONOE28 JCI_YORK 1-18ONOE1E JCI_YORK 1-18ONOE0U JCI_YORK 1-18ONOE0A JCI_YORK 1-18ONODZ6 JCI_YORK 1-18ONODYM JCI_YORK 1-18OMXDQ2 JCI_YORK 1-18OMXDP8 JCI_YORK 1-18OMXDOY JCI_YORK 1-18OMXDGZ JCI_YORK 1-18OMXDGP JCI_YORK 1-18OMXDFB JCI_YORK 1-18OMXDCJ JCI_YORK 1-18OMXDC1 JCI_YORK 1-18OMXDBS JCI_YORK 1-18OMXDBH Product: Controls (Controller/End Devices), Metasys Performance Verification, Johnson Controls, 1 Engine Quantity: 3 Coverage Level: Basic Services Provided 2 Performance Verification Customer Tag Manufacturer Model # Serial # JCI_YORK 1-18ONOEB3 JCI_YORK 1-18OMXDOO JCI_YORK 1-18OMXDMG DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 13 of 28 Product: Controls (Controller/End Devices), Supervisory/Server/UI, Johnson Controls, 0-25000 points Quantity: 1 Coverage Level: Basic Services Provided 2 Operational Customer Tag Manufacturer Model # Serial # JCI_YORK 1-18ONOEK0 Product: Controls Software, Supervisory/Server/UI, Johnson Controls, ADS Quantity: 1 Coverage Level: Basic Services Provided 1 Install ADS & NxE software (supplied with Software Upgrade/Subscription) - 1 to 5 NxE's Customer Tag Manufacturer Model # Serial # JCI_YORK 1-18ONOEKU JCI_YORK 1-18ONOEKA Enhanced Tier Product: Controls Software, Supervisory/Server/UI, Johnson Controls, ADS Quantity: 1 Coverage Level: Basic Year to Be Inactivated: Year 2 Services Provided 1 ADS Site Dir Software Subscription 3-year (up to 4 engines) - Subscription Only Customer Tag Manufacturer Model # Serial # DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 14 of 28 Equipment tasking Controls (Controller/End Devices), Air Handling Unit (AHU), Johnson Controls, 21-60 points Operational 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 Controls (Controller/End Devices), Central Cooling Plant, Johnson Controls, 101-350 points Operational 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 Controls (Controller/End Devices), Fan Coil Unit (FCU), Johnson Controls, 0-50 points Operational 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 Controls (Controller/End Devices), Metasys Performance Verification, Johnson Controls, 1 Engine DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 15 of 28 Performance Verification All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Use compressed air to remove dust from computer case openings and verify operation of CPU and case fans Execute Performance Verification to identify abnormal supervisory device communications. Execute Performance Verification to identify abnormal diagnostic results (e.g. unbound references, object count). Back up all supervisory controllers and OWS/server devices Archive object database for Metasys system Ensure security database is consistent across devices and that default passwords have been changed Back up all server repository databases (e.g. trends, alarms, etc.) Document tasks performed during visit and report any observations to appropriate customer representative Complete and review the Performance Verification Summary report with the customer. Controls (Controller/End Devices), Roof Top Unit (RTU), Johnson Controls, 0-20 points Operational 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 Controls (Controller/End Devices), Supervisory/Server/UI, Johnson Controls, 0-25000 points Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Use compressed air to remove dust from computer case openings and verify operation of CPU and case fans Execute Performance Verification to identify abnormal supervisory device communications. Execute Performance Verification to identify abnormal diagnostic results (e.g. unbound references, object count). Back up all supervisory controllers and OWS/server devices Archive object database for Metasys system Ensure security database is consistent across devices and that default passwords have been changed Back up all server repository databases (e.g. trends, alarms, etc.) Document tasks performed during visit and report any observations to appropriate customer representative Controls Software, Supervisory/Server/UI, Johnson Controls, ADS DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 16 of 28 ADS Site Dir Software Subscription 3-year (up to 4 engines) - Subscription Only All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Upgrade ADS software to latest Metasys release Document tasks performed during visit and report any observations to appropriate customer representative Install ADS & NxE software (supplied with Software Upgrade/Subscription) - 1 to 5 NxE's All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Upgrade ADS software to latest Metasys release Upgrade NxE software to latest Metasys release Document tasks performed during visit and report any observations to appropriate customer representative DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 17 of 28 Supplemental Price & Payment Terms (Applies to Multi-Year Contracts Only) Year Total Annual Dollar Amount Payment Frequency Year1 $33,970.64 Annually Year2 $20,338.00 Annually Year3 $21,355.00 Annually DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 18 of 28 Special Additions and Exceptions DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 19 of 28 TERMS AND CONDITIONS DEFINITIONS (REV 8/23) DIGITAL ENABLED SERVICES mean services provided hereunder that employ JCI software and related equipment installed at Purchaser facilities and JCI cloud-hosted software offerings and tools to improve, develop, and enable such services. Digital Enabled Service may include, but are not limited to, (a) remote servicing and inspection, (b) advanced equipment fault detection and diagnostics, and (c) data dashboarding and health reporting. 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. PREMISES means those Customer premises where the Covered Equipment is located or Services performed pursuant to this Agreement. REMOTE MONITORING SERVICES 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 using a UL Certified Central Station. REMOTE OPERATIONS CENTER (ROC) is the department at JCI that remotely monitors alarm and industrial (HVAC) process signals. REMOTE OPERATING SERVICES means remote interrogation, modification and/or operation of building automation, HVAC equipment, and/or other Covered Equipment. 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. 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. SCHEDULED SERVICE MATERIALS are the materials required to perform Scheduled Service Visits on Covered Equipment, unless excluded from the Agreement. SCHEDULED SERVICE VISITS are the on-site labor visits required to perform JCI recommended inspections and preventive maintenance on Covered Equipment. SERVICES are the work, materials, labor, service visits, and repairs to be provided by JCI pursuant to this Agreement except that the Services do not include the Connected Equipment Services or the provision of other software products or digital or cloud services, which are provided under separate terms and conditions referenced in Section P. A. 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). 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 rig ht to invoice Customer for the cost of the initial equipment inspection. 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. REMOTE MONITORING SERVICES OR REMOTE OPERATING SERVICES. If Remote Monitoring Services or Remote Operating Services are provided, Customer agrees to furnish JCI with a list of the names, titles, addresses, email addresses, and phone numbers of all persons authorized to be contacted by, or be able to contact the ROC to perform specific agreed upon actions with the appropriate authority. If JCI’s Services include “Remote Monitoring Services with Open and Close,” Customer also agrees to furnish JCI with Customer’s daily and holiday opening and closing schedules. Customer agrees to maintain and update the call lists with accurate information. Customer further agrees to notify JCI of such changes as soon as possible. JCI/ROC is not responsible to find new contacts/numbers if the contacts on the call lists cannot DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 20 of 28 be reached. A maximum of three contacts are allowed for any time of the day. If none of those contacts can be reached, then neither JCI nor the ROC are responsible for damages. Customer is responsible for any and all costs and expenses arising from Customer’s failure to provide timely updates for any of the contact information submitted to the ROC. 5. 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. 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 Customer Terms in effect as of the Effective Date (the “Customer Terms”), which Customer Terms are incorporated into this Agreement by this reference. A copy of the Customer Terms currently in effect is found at www.johnsoncontrols.com/customerterms. C.EXCLUSIONS 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)disinfecting of chiller condenser water systems and other components for biohazards, such as but not limited to, Legionella unless explicitly set forth in the scope of services between the parties. Unless explicitly provide for within the scope of services, this is Out of Scope Services and the Customer’s exclusive responsibility to make arrangements for such services with a provider other than JCI. Ment ions of chiller tube cleaning, condenser cleaning, cooling tower cleaning or boiler tube cleaning in any scope of services, only involve work to remove normal buildup of debris and scale using tube brush cleaning, pressure washing or acid flushing. Reference to such cleaning does not include chemical cleaning, disinfection or chemical water treatment required to eliminate, control or disinfect against biohazards such as but not limited to Legionella; (d)refrigerant; supplies, accessories, or any items normally consumed during the use of Covered Equipment, such as ribbons, bulbs and paper; (e)the furnishing of materials and supplies for painting or refinishing equipment; (f)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; (g)replacement of obsolete parts; and (h)damages of any kind, including but not limited to personal injury, death, property damage, and the costs of repairs or service resulting from: •abuse, misuse, alterations, adjustments, attachments, combinations, modifications, or repairs to Covered Equipment not performed, provided, or approved in writing by JCI; •equipment not covered by this Agreement or attachments made to Covered Equipment; •acts or omissions of the Customer, including but not limited to the failure of the Customer to fulfill the Customer Obligations and Commitments to JCI as described in Section F of this Agreement, 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; •use of the Covered Equipment in a manner or environment, or for any purpose, for which it was not designed by the manufacturer; •site-related and environmental conditions, including but not limited to power failures and fluctuations in electrical current (or “power surges”) and biohazards such as but not limited to Legionella associated with condenser water, cooling tower systems and subcomponent systems; •the effects of erosion, corrosion, acid cleaning, or damage from unexpected or especially severe freezing weather; •issues or failures not specifically covered by this Agreement; or •occurrences beyond JCI’s reasonable control and without JCI’s fault or negligence. D. PAYMENT TERMS; PRICE ADJUSTMENTS Unless otherwise agreed by the parties in writing, fees for Services to be performed shall be paid annually in advance. Fees and other amounts due hereunder are due upon receipt of the invoice, which shall be paid by Customer via electronic delivery via EF T/ACH . Such payment is a condition precedent to JCI’s obligation to perform Services under the Agreement. Any invoice disputes must be identified in writing by Customer within 21 days of the date of invoice. Payments of any disputed amounts are due and payable upon resolution. Customer acknowledges and agrees that timely payments of the full amounts listed on invoices is an essential term of this Agreement and that failure by Customer to make payment in full when due is a material breach of this Agreement. Customer shall provide financial information requested by JCI to verify DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 21 of 28 Customer’s ability to pay for goods or Services. If Customer fails to provide financial information or if JCI, in its sole discretion determines that reasonable grounds exist to question Customer’s ability or willingness to make payments when due (e.g., not making payments when due, late payments, or a reduction in Customer's credit score), JCI may defer shipments, change payment terms, require cash in advance and/or require other security, without liability and without waiving any other remedies JCI may have against Customer. JCI shall provide Customer with advance written notice of changes to payment terms. Customer further acknowledges that if there is any amount outstanding on an invoice, it is material to company and will give JCI, without prejudice to any other right or remedy, the right to, without notice: (i) suspend, discontinue or terminate performing any services and/or withhold further deliveries of equipment and other materials, terminate or suspend any unpaid software licenses, and/or suspend JCI’s obligations under or terminate this Agreement; and (ii) charge Customer interest on the amounts unpaid at a rate equal to the lesser of one and one half (1.5) percent per month or the maximum rate permitted under applicable law, until payment is made in full. JCI’s election to continue providing future services does not, in any way diminish JCI’s right to terminate or suspend services or exercise any or all rights or remedies under this Agreement. JCI shall not be liable for any damages, claims, expenses, or liabilities arising from or relating to suspension of services for non-payment. In the event that there are exigent circumstances requiring services or the JCI otherwise performs services at the premises following suspension, those services shall be governed by the terms of this Agreement unless a separate contract is executed. If Customer disputes any late payment notice or JCI’s efforts to collect payment. Customer shall immediately notify JCI in writing and explain the basis of the dispute. Customer will pay all of JCI’s reasonable collection costs (including legal fees and expenses). In the event of Customer’s default, the balance of any outstanding amounts will be immediately due and payable. This Agreement is entered into with the understanding that the Services to be provided by JCI are not subject to any local, s tate, or federal prevailing wage statute. If it is later determined that local, state, or federal prevailing wage rates apply to the Services to be provided by JCI, JCI reserves the right to issue a modification or change order to adjust the wage rates to the required prevailing wage rate. Cus tomer agrees to pay for the applicable prevailing wage rates. JCI may increase prices upon notice to the Customer to reflect increases in material and labor costs. All stated prices are exclusive of and Customer agrees to pay any taxes, fees, duties, tariffs, false alarm assessments, installation or alarm permits and levies or other similar charges imposed and/or enacted by a government, however designated or imposed, including but not limited to value-added and withholding taxes that are levied or based upon the amounts paid under this Agreement. If this Agreement is renewed, JCI will provide Customer with notice of any adjustments in the Contract Price applicable to any Renewal Term. Unless Customer termina tes this Agreement in writing at least ninety (90) days prior to the end of the then-current Term, the adjusted Contract Price shall be the price for the Renewal Term. Prices for products covered by this Agreement may be adjusted by JCI, upon notice to Customer at any time prior to shipment and regardless of Customer’s acceptance of the JCI’s proposal or quotation, to reflect any increase in JCI’s cost of raw materials (e.g., steel, aluminum) inability to secure Products, changes or increases in law, labor, taxes, duties, tariffs or quotas, acts of government, any similar charges, or to cover any extra, unforeseen and unusual cost elements. E.WARRANTIES JCI warrants its Services will be provided in a good and workmanlike manner for 90 days from the date of Services. If JCI receives written notice of a breach of this warranty prior to the end of this warranty period, JCI will re-perform any non-conforming Services at no additional charge within a commercially reasonable time of the notification. If JCI installs or furnishes a piece of equipment under this Agreement, JCI warrants that equipment labeled JCI shall be free from defects in material and workmanship arising from normal usage for a period of 90 days. No warranty is provided for third-party products and equipment installed or furnished by JCI. Such products and equipment are provided with the third-party manufacturer’s warranty to the extent available, and JCI will transfer the benefits, together with all limitations, of that manufacturer’s warranty to Customer. All transportation charges incurred in connection with the warranty for equipment and/or materials not covered under this Agreement shall be borne by Customer. Except as provided herein, if JCI receives written notice of a breach of this warranty prior to the end of this warranty period, JCI will repair or replace (at JCI’s option) the defective equipment. 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 TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW ARE IN LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. JCI makes no and specifically disclaims all representations or warranties that the services, products, software or third party product or software will be secure from cyber threats, hacking or other similar malicious activity, or will detect the presence of, or eliminate, prevent, treat, or mitigate the spread, transmission, or outbreak of any pathogen, disease, virus or other contagion, including but not limited to COVID 19. F.CUSTOMER OBLIGATIONS AND COMMITMENTS TO JCI 1. 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; DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 22 of 28 (7) as applicable, provide proper condenser, cooling tower and boiler water treatment for the proper functioning of Covered Equipment and protect against any environmental issues and instances of biohazards such as but not limited to Legionella; (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; (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; (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; (15) be solely responsible for the establishment, operation, maintenance, access, security and other aspects of its computer network (“Network”) and shall supply JCI secure Network access for providing its services. Products networked, connected to the internet, or otherwise connected to computers or other devices must be appropriately protected by Customer and/or end user against unauthorized access; and (16) take appropriate measures, including performing back-ups, to protect information, including without limit data, software, or files (collectively “Data”) prior to receiving the service or products. 2. Customer acknowledges and understands that unless water treatment for biohazards (such as Legionella) is explicitly included in the services JCI is providing, it is Customer's responsibility to provide such treatment. Customer also acknowledges that its failure to meet the above 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 noti ce 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. G. INSURANCE Customer is responsible for obtaining all insurance coverage that Customer believes is necessary to protect Customer, Customer’s property, and persons in or on the Premises, including coverage for personal injury and property damage. THE PAYMENTS CUSTOMER MAKES UNDER THIS AGREEMENT ARE NOT RELATED TO THE VALUE OF THE PREMISES, CUSTOMER’S PROPERTY OR POSSESSIONS, OR THE PERSONS OCCUPYING OR AT ANY TIME PRESENT IN OR ON THE PREMISES, BUT RATHER ARE BASED ON THE COST OF THE SYSTEM AND THE SERVICES, AND TAKE IN TO CONSIDERATION THE PROTECTION AFFORDED TO JCI UNDER THIS AGREEMENT. Customer hereby releases JCI from any liability for any event or condition customarily covered by commercial liability insurance. Customer understands that neither the Services nor the C overed Equipment are designed to reduce, but not eliminate, certain risks. JCI does not guaranty that neither the Services nor Covered Equipment will prevent personal injury, unauthorized entrances or fire and smoke damage to the Premises. Customer further agrees that Customer has read and understands the terms and conditions of this Agreement. H. INDEMNITY JCI and Customer shall each indemnify the other party and its officers, agents, directors, and employees, from any and all da mages, 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 K below. I. LIMITATION OF LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL JCI AND ITS AFFILIATES AND THEIR RESPECTIVE PERSONNEL, SUPPLIERS AND VENDORS (“JCI PARTIES”) BE LIABLE TO YOU OR ANY THIRD PARTY UNDER ANY CAUSE OF ACTION OR THEORY OF LIABILITY EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, FOR ANY: (1) SPECIAL, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, OR INDIRECT DAMAGES; (2) LOST PROFITS, REVENUES, DATA, CUSTOMER OPPORTUNITIES, BUSINESS, ANTICIPATED SAVINGS, OR GOODWILL; (3) BUSINESS INTERRUPTION; OR (4) DATA LOSS OR OTHER LOSSES ARISING FROM VIRUSES, RANSOMWARE, CYBER ATTACKS OR FAILURES OR INTERRUPTIONS TO NETWORK SYSTEMS. IN ANY CASE, THE ENTIRE AGGREGATE LIABILITY OF THE JCI PARTIES UNDER THIS AGREEMENT FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE SHALL BE LIMITED TO $250,000. 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 shall not be liable, nor in breach or default of its obligations under this Agreement, for delays, interruption, failure to render services, or any other failure by JCI to perform an obligation under this Agreement, where such delay, interruption or failure is caused, in whole or in part, directly or indirectly, by a Force Majeure Event. A “Force Majeure Event” is a condition or event that is beyond the reasonable control of JCI, whether foreseeable or unforeseeable, including, without limitation, acts of God, severe weather (including but not limited to hurricanes, tornados, severe snowstorms or severe rainstorms), wildfires, floods, earthquakes, seismic disturbances, or other natural disasters, acts or omissions of any governmental authority (including change of any applicable law or regulation), epidemics, pandemics, disease, viruses, quarantines, or other public health risks and/or responses thereto, condemnation, strikes, lock-outs, labor disputes, an increase of 5% or more in tariffs or other excise taxes for materials to be used on the project, fires, explosions or other casualties, thefts, vandalism, civil disturbances, insurrection, mob violence, riots, war or other armed conflict (or the serious threat of same), acts of terrorism, electrical pow er outages, interruptions or degradations in DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 23 of 28 telecommunications, computer, network, or electronic communications systems, data breach, cyber-attacks, ransomware, unavailability or shortage of parts, materials, supplies, or transportation, or any other cause or casualty beyond the reasonable control of JCI. If JCI’s performance of the work is delayed, impacted, or prevented by a Force Majeure Event or its continued effects, JCI shall be excused from performance under the Agreement. Without limiting the generality of the foregoing, if JCI is delayed in achieving one or more of the scheduled milestones set forth in the Agreement due to a Force Majeure Event, JCI will be entitled to extend the relevant completion date by the amount of time that JCI was delayed as a result of the Force Majeure Event, plus such additional time as may be reasonably necessary to overcome the effect of the delay. To the extent that the Force Majeure Event directly or indirectly increases JCI’s cost to perform the services, Customer is obligated to reimburse JCI for such increased costs, including, without limitation, costs incurred by JCI for additional labor, inventory storage, expedited shipping fees, trailer and equipment rental fees, subcontractor fees, compliance with vaccination requirements or other costs and expenses incurred by JCI in connection with the Force Majeure Event. K. ONE-YEAR CLAIMS LIMITATION; FORUM; CHOICE OF LAW JCI shall have the sole and exclusive right to determine whether any dispute, controversy or claim arising out of or relating to the Agreement, or the breach thereof, shall be submitted to a court of law or arbitrated. The laws of Delaware shall govern the validity, enfo rceability, and interpretation of this Agreement, without regard to conflicts of law principles thereof, and the exclusive venue for any such litigation or arbitration shall be in Milwaukee, Wisconsin. The parties waive any objection to the exclusive jurisdiction of the specified forums, including any objection based on forum non conveniens. In the event the matter is submitted to a court, JCI and Customer hereby agree to waive their right to trial by jury.. In the event the matter is submitted to arbitration by JCI, the costs of arbitration shall be borne equally by the par ties, and the arbitrator’s award may be confirmed and reduced to judgment in any court of competent jurisdiction. If Company prevails in any collection action, Customer will pay all of JCI’s reasonable collection costs (including legal fees and expenses). Except as provided below, no claim or cause of action, whether known or unknown, shall be brought by either party against the other more than one year after the claim first arose. Claims not subject to the one-year limitation include claims for unpaid: (1) contract amounts, (2) change order amounts (approved or requested) and (3) delays and/or work inefficiencies. L. TERM AND TERMINATION 1. The Original Term is as set forth herein. At the conclusion of the Original Term, this Agreement shall automatically renew and extend for successive terms equal to the Original Term unless the Customer or JCI gives the other written notice it does not want to renew prior to the end of the then-current term (each a “Renewal Term”). The notice must be delivered at least ninety (90) days prior to the end of the Original Term or any Renewal Term. The Original Term and any Renewal Term may be referred to herein as the “Term.” Customer agrees to issue and send a Purchase Order to JCI at least thirty (30) days prior to expiration of the Original Term or any Renewal Term if necessary for payments to be processed, but failure to do so is not a pre-condition to Renewal Term payments being due to JCI. 2. Remote Monitoring Services and Remote Operating Services may be immediately canceled by either party if JCI ’s Remote Operations Center, 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. 3. If either party fails to perform any of its material 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. 4. If JCI’s performance of its obligations becomes impracticable due to obsolescence or unavailability of systems, equipment, or products (including component parts and/or materials) or because the JCI or its supplier(s) has discontinued the manufacture or th e sale of the equipment and/or products or is no longer is in the business of providing the Services, JCI may terminate this Agreement, or the affected portions, at its sole discretion upon notice to Customer. 5. JCI may terminate this Agreement and discontinue any Services if JCI is unable to obtain or continue to support technologies, or for convenience upon forty-five (45) days written notice. JCI will not be liable for any damages or subject to any penalty as a result of any such termination. 6. JCI may terminate this Agreement, or the affected portions, at its sole discretion upon notice to the Customer if JCI’s performance of its obligations are prohibited because of changes in applicable laws, regulations or codes. 7. 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. If Customer terminates this Agreement, other than in accordance with this Section L, Customer shall also pay Johnson Controls 35% of the charges for Services remaining to be paid for the unexpired Term of this Agreement as liquidated damages and not as a penalty. Customer shall provide JCI with reasonable access to the Premises to remove the Gateway Device and any other JCI property and to un-program any controls, 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. M. ASBESTOS, MOLD, BIOAHAZARDS, 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, biohazards such as but not limited to Legionella 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. JCI will be responsible for removing or disposing of any Hazardous Materials that it uses in providing the Services (“JCI Hazardous Materials”) and DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 24 of 28 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 been 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 obtained from the Services is owned by and shall belong to Customer. JCI will access and use Customer data to provide Services to Customer. Except as set forth herein, 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 th is 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. DIGITAL ENABLED SERVICES Digital Enabled Services; Data. If JCI provides Digital Enabled Services under this Agreement, these Digital Enabled Services require the collection, transfer and ingestion of building, equipment, system time series, and other data to JCI’s cloud-hosted software applications. Customer consents to and grants JCI right to collect, ingest and use such data to enable JCI and its affiliates and agents to provide, maintain , protect, develop and improve the Digital Enabled Services and JCI products and services. Customer acknowledges that, while Digital Enabled Services generally improve equipment performance and services, Digital Enabled Services do not prevent all potential malfunction, insure against all loss, or guarantee a certain level of performance. Customer shall be solely responsible for the establishment, operation, maintenance, access, security and other aspects of its computer network (“Network”), shall appropriately protect hardware and products connected to the Network and will supply JCI secure Network access for providing its Digital Enabled Services. If Customer accesses and uses Software that is used to provide the Digital Enabled Services, the Software Terms (defined below) will govern such access and use. Q. JCI DIGITAL SOLUTIONS JCI Digital Solutions. Use, implementation, and deployment of the software and hosted software products (“Software”) offered under these terms shall be subject to, and governed by, JCI's standard terms for such Software and Software related professional services in effect from time to time at www.johnsoncontrols.com/techterms (collectively, the “Software Terms”). Specifically, the JCI General EULA set forth at www.johnsoncontrols.com/buildings/legal/digital/generaleula governs access to and use of software installed on Customer’s premises or systems and the JCI Terms of Service set forth at www.johnsoncontrols.com/buildings/legal/digital/generaltos govern access to and use of hosted software products. The applicable Software Terms are incorporated herein by this reference. Other than the right to use the Software as set forth in the Software Terms, JCI and its licensors reserve all right, title, and interest (including all intellectual property rights) in and to the Software and improvements to the Software. The Software that is licensed hereunder is licensed subject to the Software Terms and not sold. If there is a conflict between the other terms herein and the Software Terms, the Software Terms shall take precedence and govern with respect to rights and responsibilities relating to the Software, its implementation and deployment and any improvements thereto. Notwithstanding any other provisions of this Agreement, unless otherwise agreed, the following terms apply to Software that is provided to Customer on a subscription basis (i.e., a time limited license or use right), (each a “Software Subscription”): Each Software Subscription provided hereunder will commence on the date the initial credentials for the Software are made available (the “Subscription Start Date”) and will continue in effect until the expiration of the subscription term noted in the applicable statement of work, order or other applicable ordering document . At the expiration of the Software Subscription, such Software Subscription will automatically renew for consecutive one (1) year terms (each a “Renewal Subscription Term”), unless either party provides the other party with a notice of non-renewal at least ninety (90) days prior to the expiration of the then-current term. To the extent permitted by applicable law, Software Subscriptions purchases are non-cancelable, and the sums paid nonrefundable. Fees for Software Subscriptions shall be paid annually in advance, invoiced on the Subscription Start Date and each subsequent anniversary thereof. Customer shall pay all invoiced amounts within thirty calendar days after the date of invoice. Payments not made within such time period shall be subject to late charges a s set forth in the Software Terms. Unless otherwise agreed by the parties in writing, the subscription fee for each Renewal Subscription Term will be priced at JCI's then-applicable list price for that Software offering. Any use of Software that exceeds the scope, metrics or volume set forth in this Agreement and applicable SOW will be subject to additional fees based on the date such excess use began. R. PRIVACY DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 25 of 28 1. JCI as Processor: Where JCI factually acts as Processor of Personal Data on behalf of Customer (as such terms are defined in the DPA) the terms at www.johnsoncontrols.com/dpa (“DPA”) shall apply. 2. JCI as Controller: JCI will collect, process and transfer certain personal data of Customer and its personnel related to the business relationship between it and Customer (for example names, email addresses, telephone numbers) as controller and in accordance with JCI’s Privacy Notice at https://www.johnsoncontrols.com/privacy. Customer acknowledges JCI’s Privacy Notice and strictly to the extent consent is mandatorily required under applicable law, Customer consents to such collection, processing and transfer. To the extent consent to such collection, processing and transfer by JCI is mandatorily required from Customer’s personnel under applicable law, Customer warrants and represents that it has obtained such consent S.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 is not assignable by the Customer except upon written consent of JCI first being obtained. JCI shall have the right to assign this Agreement, in whole or in part, or to subcontract any of its obligations under this Agreement without notice to Customer. 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. If any provision of this Agreement is found to be invalid, illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions contained herein shall not in any way be affected or impaired thereby. 4. 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. 5. 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. 6. JCI supplies “commercial items” within the meaning of the Federal Acquisition Regulations (FAR), 48 CFR Parts 1-53. As to any customer order for a U.S. Government contract, JCI will comply only with those mandatory flow-downs for commercial item and commercial services subcontracts listed either at FAR 52.244-6, or 52.212-5(e)(1), as applicable. 7. If there are any changes to Customer’s 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. ADDENDUM TO PSA TERMS AND CONDITIONS FOR MONITORING OF INTRUSION, FIRE AND OTHER SAFETY SYSTEMS If Remote Monitoring Services explicitly includes remote fire alarm monitoring, security alarm monitoring or video monitoring in the scope of work or customer charges, the Agreement is hereby modified and amended to include the terms and provisions of this Addendum to the PSA for Monitoring of Intrusion, Fire and Safety Systems (the “Addendum”). Capitalized terms that are not defined herein, shall have the meaning given to them in the Agreement. In the event of a conflict between the terms and conditions of this Addendum and those appearing in the Agreement, the terms and conditions of this Addendum shall prevail. 1.Remote Monitoring of Alarm Signals. If JCI receives an emergency alarm signal at JCI’s ROC, JCI shall endeavor to notify the appropriate police or fire department, or other emergency response agency having jurisdiction and JCI shall endeavor to notify Customer or its designated representative by email unless instructed to do otherwise by Customer in writing and/or based on standard operating procedure s for the ROC. JCI, upon receipt of a non-emergency signal from the Premises, shall endeavor to notify Customer’s representative pursuant to Customer’s written instructions, defaulting to email or text notification. 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.Remote Monitoring Services Pricing. Remote Monitoring Services shall be provided by JCI if the Agreement includes a charge for such Service. If such Service is purchased, JCI will monitor the number of alarms for the Premises and the initial charge is based on the pricing agreed to by the parties, subject to the terms and conditions of this Addendum. If the number of alarms produced at the Premises goes beyond the contracted number of alarms in a month, Customer will be billed an overage fee. 3.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 b e 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 DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 26 of 28 available for Internet transmission under this Agreement. 4. False/Unnecessary Alarms; 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 fines, penalties, assessments, taxes, fees or charges imposed by a governmental body, telephone, communication, or signal transmission company as the result of any false alarm and shall reimburse JCI for any costs incurred by JCI in connection therewith. Customer shall operate the system carefully so as to avoid causing false alarms. False alarms can be caused by severe weather or other forces beyond the control of JCI. If an undue number of false alarms are received by JCI, in addition to any other available remedies available to JCI, JCI may terminate this Agreement and discontinue any Service(s) and seek to recover damages. If an agent is dispatched, by a governmental authority or otherwise, to respond to a false alarm, where the Customer, or any other party has intentionally, accidentally or negligently activated the alarm signal, Customer shall be responsible for and pay any and all fees and/or fines assessed with respect to the false alarms and pay to JCI the additional charges and costs incurred by it from a false alarm. If the Customer's system has a local audible device, Customer authorizes JCI to enter the Premises to turn off the audible device if JCI is requested or ordered to do so by governmental authorities, neighbors or anyone else and Customer will pay JCI its standard service call ch arge for each such visit. Police agencies require repair of systems which cause false dispatches. Customer shall maintain the equipment necessary for JCI to supply the Services and Customer shall pay all costs for such maintenance. At least monthly, Customer will test the system's protective devices and send test signals to the ROC for all monitoring equipment in accordance with instructions from JCI or the ROC. Customer agrees to test the monitoring systems, including testing any ultrasonic, microwave, infrared, capacitance or other electronic equipment prior to the end of each month and will immediately report to JCI if the equipment fails to respond to the test. Customer shall make any necessary repairs as soon after receipt o f notice as is reasonably practical. Customer shall at all times be solely responsible for maintaining any sprinkler system in good working order and provide adequate heat to the Premises. 5. Remote Monitoring of Video Monitoring Services. During the Term, JCI's sole and only obligation arising from the inclusion of Video Monitoring Services in any Service offering shall be to monitor the digital signals actually received by JCI at its ROC from means of the Video System and upon receipt of a digital signal indicating that an alarm condition exists, to endeavor, as permitted by law, to notify the police or other municipal authority deemed appropriate in JCI’s absolute discretion and to such persons Customer has designated in writing to JCI to receive notification of such alarm condition as set forth herein. . No alarm installation, repair, maintenance or guard responses will be provided under this Video Monitoring Services option. JCI may, without prior notice to Customer, in response to applicable law or insurance requirements, revise, replace, discontinue and/or rescind its response policies and procedures. a. Inception and conclusion of service. Video Monitoring shall be provided by JCI if this Agreement includes a charge for Video Monitoring Services. If such Video Monitoring Service is purchased, Video Monitoring Services will begin when the Video System is installed and operational, and when the necessary communications connection is completed. No obligation for the provision of this Video Monitoring Service will commence until these requirements are met. b. Customer Equipment. Customer shall obtain, at its own cost and expense: (a) the equipment necessary to connect to JCI’s ROC; and (b) whatever permission, permits or licenses that may be necessary from all persons, governmental authorities, utility, and any other related service providers in connection with the Services. The video system to be used by the Customer is intended to produce and transmit video images (the “Video System Images”) of the Premises to the ROC (the “Video System”). JCI makes no promise, warranty or representation that the video system will operate as intended. Customer further agrees that, notwithstanding any role or participation by JCI in Video System and Video System Images, JCI shall have no responsibility or obligation with regard to Customer, the Video System or any other Customer equipment. c. System Location. The Video System related cameras shall be located and positioned by Customer along with attendant burglary digital alarm signal(s). Customer shall ensure that the Video System related cameras will be positioned and located such that it will only produce or capture Video System Images of areas of the Premises. Customer will provide adequate illumination under all opera ting conditions for the proper viewing of the cameras. Customer acknowledges and agrees that JCI has exercised no control over, or participated in locating or positioning the Video System related camera including, but not limited to selecting what areas, l ocations, things or persons that the Video System Images may depict or capture. d. Images. Customer shall be solely responsible for the Video System Images produced or captured by the Video System and Customer shall defend, indemnify and hold harmless JCI 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 in connection with the use, operation, location and position of the Video System, and the Video System Images resulting there from, including, but not limited to, any claims of any person depicted in a Video System image, including but not limited to, any claim by such person that his or her privacy has been invaded or intruded upon or his or her likeness has been misappropriated. Any duty to obtain the consent or permission of any person depicted in a Video System Image to have his or her likeness to be depicted, received, transmitted or otherwise used, and the duty to determine and comply with any and all applicable laws, regulations, standards and other obligations that govern the legal, proper and ethical use of video capturing devices, such as the Video System, including, but not limited to, notification that the Video System is in use at the Premises, shall be the sole responsibility of the Customer. JCI agrees to make Video S ystem Images available to Customer and upon their respective request. JCI makes no promise, warranty or representation as to the length of time that it retains Video Images, or the quality thereof. e. Video System Signals. When a signal from the Video System is received, JCI reserves the right to verify all alarm signals before notifying emergency personnel, and may choose not to notify emergency personnel if it has reason to believe, in its sole discretion, that an emergency condition does not exist. JCI will first attempt to verify the nature of the emergency by using visual verification and/or the two-way voice system (if applicable) of the Video System included in Customer's system. If JCI determines that an emergency condition exists, JCI will endeavor to notify the proper police or emergency contact on a notification call list provided in writing by Customer to JCI, or its designee. When a non-emergency signal is received, JCI will attempt to contact the first available Customer representative on the notification call list but will not notify emergency authorities, this notification will be in the form of email or text and follow ROC processes. If the customer requires phone calls to the call list for any emergency or non-emergency situation, the customer will need to make this request in writing. Customer authorizes and directs JCI, as its agent, to use its full discretion in causing the arrest or detention DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 27 of 28 of any person or persons on or around the premises who are not authorized by Customer. JCI WILL NOT ARREST OR DETAIN ANY PERSON. f.Recordings. Customer consents to the tape recording of all telephonic communications between the Premises and JCI. JCI will have no liability arising from recording (or failure to record) or publication of any two-way voice communications, other video recordings or their quality. JCI shall have no liability in connection with Video System or the Video System Images, including, but not limited to, any failure, omission, negligence or other act by JCI, or any of its officers, employees, representatives, agents, contractors, or any other third party in connection with the receipt (or failure of receipt), transmission, reading, interpreting, or response to any Video Image. 6.Risk of Loss is Customer’s. JCI does not represent or warrant that the Services will detect or prevent the events they are intended to help detect or prevent including any burglary, holdup, fire or otherwise ("Detection Events"), or that the Services will be uninterrupted or error-free. Customer assumes all risk of loss or damage to Customer's person or property, or the property of others, if such an event occurs. Neither JCI nor its suppliers shall have any liability for loss, damage or injury due directly or indirectly to Detection Events, or the consequences therefrom. Further, expressly excluded from this Agreement are the warranties of merchantability or fitness or suitability for a particu lar purpose NOTWITHSTANDING THE FOREGOING, IF JOHNSON CONTROLS SHOULD BE FOUND LIABLE FOR LOSS, DAMAGE OR INJURY DUE TO AN ACT OR OMISSION BY JOHNSON CONTROLS OR A FAILURE OF THE EQUIPMENT OR SERVICE IN ANY RESPECT, ITS LIABILITY WILL BE LIMITED TO A SUM EQUAL TO 10% OF THE ANNUAL SERVICE CHARGE OR $1,000, WHICHEVER IS GREATER, AS THE AGREED UPON DAMAGES AND NOT AS A PENALTY, AND AS THE EXCLUSIVE REMEDY. THIS PARAGRAPH SHALL APPLY IF LOSS, DAMAGE OR INJURY, IRRESPECTIVE OF CAUSE OR ORIGIN, AND REGARDLESS OF LEGAL THEORY, RESULTS DIRECTLY OR INDIRECTLY TO PERSON OR PROPERTY OR FROM PERFORMANCE OR NONPERFORMANCE OF OBLIGATIONS IMPOSED BY THIS AGREEMENT. IF ANY THIRD PARTY, INCLUDING CUSTOMER ’S SUBROGATING INSURER, MAKES A CLAIM OR FILES A LAWSUIT AGAINST JOHNSON CONTROLS IN ANY WAY RELATING TO THE EQUIPMENT OR SERVICES, CUSTOMER AGREES TO INDEMNIFY AND HOLD HARMLESS JOHNSON CONTROLS FROM ANY AND ALL SUCH CLAIMS AND LAWSUITS INCLUDING THE PAYMENT OF ALL DAMAGES, EXPENSES, COSTS AND ATTORNEYS' FEES. 7.JCI’S RECEIPT OF ALARM SIGNALS, ELECTRONIC DATA, VOICE DATA OR IMAGES (COLLECTIVELY, “ALARM SIGNALS”) FROM THE EQUIPMENT OR SYSTEM INSTALLED IN THE PREMISES IS DEPENDENT UPON PROPER TRANSMISSION OF SUCH ALARM SIGNALS. JCI ’S ROC CANNOT RECEIVE ALARM SIGNALS WHEN THE CUSTOMER’S TELCO SERVICE OR OTHER TRANSMISSION MODE IS NOT OPERATING OR HAS BEEN CUT, INTERFERED WITH, OR IS OTHERWISE DAMAGED, OR IF THE ALARM SYSTEM IS UNABLE TO ACQUIRE, TRANSMIT OR MAINTAIN AN ALARM SIGNAL OVER CUSTOMER’S TELCO SERVICE OR TRANSMISSION MODE FOR ANY REASON INCLUDING BUT NOT LIMITED TO NETWORK OUTAGE OR OTHER NETWORK PROBLEMS SUCH AS CONGESTION OR DOWNTIME, ROUTING PROBLEMS, OR INSTABILITY OF SIGNAL QUALITY. CUSTOMER UNDERSTANDS THAT SIGNAL TRANSMISSION FAILURE MAY OCCUR OVER CERTAIN TYPES OF TELCO SERVICES SUCH AS SOME TYPES OF DSL, ADSL, VOIP, DIGITAL PHONE, INTERNET PROTOCOL BASED PHONE OR OTHER INTERNET INTERFACE-TYPE SERVICE OR RADIO SERVICE, INCLUDING CELLULAR, WIRELESS OR PRIVATE RADIO, OR CUSTOMER'S PROPRIETARY TELCOMMUNICATION NETWORK, INTRANET OR IP -PBX, OR OTHER THIRD-PARTY EQUIPMENT OR VOICE/DATA TRANSMISSION NETWORKS OR SYSTEMS OWNED, MAINTAINED OR SERVICED BY CUSTOMER OR THIRD PARTIES, IF: (1) THERE IS A LOSS OF NORMAL ELECTRIC POWER TO THE MONITORED PREMISES OCCURS (THE BATTERY BACK-UP FOR JCI’S ALARM PANEL DOES NOT POWER CUSTOMER’S COMMUNICATION FACILITIES OR TELCO SERVICE); OR (2) ELECTRONIC COMPONENTS SUCH AS MODEMS MALFUNCTION OR FAIL. CUSTOMER UNDERSTANDS THAT JCI WILL ONLY REVIEW THE INITIAL COMPATIBILITY OF THE ALARM SYSTEM WITH CUSTOMER’S TELCO SERVICE AT THE TIME OF INITIAL INSTALLATION OF THE ALARM SYSTEM AND THAT CHANGES IN THE TELCO SERVICE’S DATA FORMAT AFTER JCI’S INITIAL REVIEW OF COMPATIBILITY COULD MAKE THE TELCO SERVICE UNABLE TO TRANSMIT ALARM SIGNALS TO JCI’S ROC. IF JCI DETERMINES IN ITS SOLE DISCRETION THAT CUSTOMER’S TELCO SERVICE IS COMPATIBLE, JCI WILL PERMIT CUSTOMER TO USE ITS TELCO SERVICE AS THE PRIMARY METHOD OF TRANSMITTING ALARM SIGNALS, ALTHOUGH CUSTOMER UNDERSTANDS THAT JCI RECOMMENDS THAT CUSTOMER ALSO USE AN ADDITIONAL BACK-UP METHOD OF COMMUNICATION TO CONNECT CUSTOMER’S ALARM SYSTEM TO JCI’S ROC REGARDLESS OF THE TYPE OF TELCO SERVICE USED. CUSTOMER ALSO UNDERSTANDS THAT IF JCI DETERMINES IN ITS SOLE DISCRETION THAT CUSTOMER’S TELCO SERVICE IS, OR LATER BECOMES, NON-COMPATIBLE, OR IF CUSTOMER CHANGES TO ANOTHER TELCO SERVICE THAT IS NOT COMPATIBLE, THEN JCI WILL REQUIRE THAT CUSTOMER USE AN ALTERNATE METHOD OF COMMUNICATION ACCEPTABLE TO JCI AS THE PRIMARY METHOD TO CONNECT CUSTOMER ’S ALARM SYSTEM TO JCI’S ROC. JCI WILL NOT PROVIDE FIRE OR SMOKE ALARM MONITORING FOR CUSTOMER BY MEANS OTHER THAN AN APPROVED TELCO SERVICE AND CUSTOMER UNDERSTANDS THAT IT IS SOLELY RESPONSIBLE FOR ASSURING THAT IT USES APPROVED TELCO SERVICE FOR ANY SUCH MONITORING AND THAT IT COMPLIES WITH NATIONAL FIRE ALARM STANDARDS AND LOCAL FIRE CODES. CUSTOMER ALSO UNDERSTANDS THAT IF CUSTOMER’S ALARM SYSTEM HAS A LINE CUT FEATURE, IT MAY NOT BE ABLE TO DETECT ALARM SIGNALS IF THE TELCO SERVICE IS INTERRUPTED, AND THAT JCI MAY NOT BE ABLE TO DOWNLOAD SYSTEM CHANGES REMOTELY OR PROVIDE CERTAIN AUXILIARY MONITORING SERVICES THROUGH A NON-APPROVED TELCO SERVICE. CUSTOMER ACKNOWLEDGES THAT ANY DECISION TO USE A NON-APPROVED TELCO SERVICE AS THE METHOD FOR TRANSMITTING ALARM SIGNALS IS BASED ON CUSTOMER’S OWN INDEPENDENT BUSINESS JUDGMENT AND THAT ANY SUCH DECISION IS MADE WITHOUT ANY ASSISTANCE, INVOLVEMENT, INPUT, RECOMMENDATION, OR ENDORSEMENT ON THE PART OF JCI. CUSTOMER ASSUMES SOLE AND COMPLETE RESPONSIBILITY FOR ESTABLISHING AND MAINTAINING ACCESS TO AND USE OF THE NON-APPROVED TELCO SERVICE FOR CONNECTION TO THE ALARM MONITORING EQUIPMENT. CUSTOMER FURTHER UNDERSTANDS THAT THE ALARM SYSTEM MAY BE UNABLE TO SEIZE THE TELCO SERVICE TO TRANSMIT AN ALARM SIGNAL IF ANOTHER CONNECTION HAS DISABLED, IS INTERFERING WITH, OR BLOCKING THE CONNECTION. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Johnson Controls Planned Service Proposal Prepared for CITY OF FRESNO WASTEWATER MANAGEMENT DIVISION © 2024 Johnson Controls, Inc. Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, I nc. Page 28 of 28 [END OF DOCUMENT] DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 EXHIBIT D City’s Insurance and Indemnity DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 Exhibit D Indemnification and Insurance Requirements To the furthest extent allowed by law, VENDOR shall indemnify, hold harmless and defend CITY and each of its officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage) incurred by CITY, VENDOR or any other person, and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees, litigation expenses and cost to enforce this agreement), arising out of the negligent acts or willful misconduct by Vendor under Agreement. VENDOR'S obligations under the preceding sentence shall apply regardless of whether CITY or any of its officers, officials, employees, agents or volunteers are negligent, but shall not apply to any loss, liability, fines, penalties, forfeitures, costs or damages caused solely by the gross negligence, or caused by the willful misconduct, of CITY or any of its officers, officials, employees, agents or volunteers. If VENDOR should subcontract all or any portion of the work to be performed under this Agreement, VENDOR shall require each subcontractor to indemnify, hold harmless and defend CITY and each of its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph. If VENDOR elects to undertake such defense, then VENDOR shall have exclusive control over the defense. CITY shall be included in all settlement discussions and shall approve any settlement; the CITY’s approval shall not be unreasonably withheld. Further, VENDOR obligations in this Section are expressly conditioned upon receiving written notice of the Injury and resulting claim from CITY, and CITY providing all reasonable documentation and assistance (at no cost to CITY) as VENDOR solely deems necessary in order for it to perform its obligations under this Section, at VENDORS’ expense. IN NO EVENT WILL VENDOR BE LIABLE TO CITY FOR ANY CONSEQUENTIAL, OR INDIRECT DAMAGES. This section shall survive termination or expiration of this Agreement. (a)Throughout the life of this Agreement, CONSULTANT shall pay for and maintain in full force and effect all insurance as required herein with an insurance company(ies) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide, or (ii)as may be authorized in writing by CITY'S Risk Manager or his/her designee at any time and in his/her sole discretion. (b)If at any time during the life of the Agreement or any extension, CONSULTANT or any of its subcontractors fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to CONSULTANT shall be withheld until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 terminate this Agreement. No action taken by CITY pursuant to this section shall in any way relieve CONSULTANT of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 (c) The fact that insurance is obtained by CONSULTANT shall not be deemed to release or diminish the liability of CONSULTANT, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONSULTANT, vendors, suppliers, invitees, contractors, sub-contractors, subcontractors, or anyone employed directly or indirectly by any of them. SCOPE OF INSURANCE Coverage shall be at least as broad as: 1. The most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01, providing liability coverage arising out of your business operations. The Commercial General Liability policy shall be written on an occurrence form and shall provide coverage for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non- owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Agreement) with limits of liability set forth under “Limits of Insurance.” 2. The most current version of ISO *Commercial Auto Coverage Form CA 00 01, providing liability coverage arising out of the ownership, maintenance or use of automobiles in the course of your business operations. The Automobile Policy shall be written on an occurrence form and shall provide coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1- Any Auto). 3. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. 4. Professional Liability (Errors and Omissions) insurance appropriate to VENDOR’S profession. Coverage shall be sufficiently broad to respond to duties and obligations as is undertaken by Vendor in this agreement and shall include but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines penalties and credit monitoring expenses with limits sufficient to respond to these obligations. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 MINIMUM LIMITS OF INSURANCE VENDOR, or any party the VENDOR subcontracts with, shall maintain limits of liability of set forth below: 1. COMMERCIAL GENERAL LIABILITY: (i) $2,000,000 per occurrence for bodily injury and property damage; (ii) $2,000,000 per occurrence for personal and advertising injury; (iii) $4,000,000 aggregate for products and completed operations; and, (iv) $4,000,000 general aggregate applying separately to the work performed under the Agreement. 2. COMMERCIAL AUTOMOBILE LIABILITY: $1,000,000 per accident for bodily injury and property damage. 3. WORKERS’ COMPENSATION INSURANCE as required by the State of California with statutory limits. 4. EMPLOYER’S LIABILITY: (i) $1,000,000 each accident for bodily injury; (ii) $1,000,000 disease each employee; and, (iii) $1,000,000 disease policy limit. 5. PROFESSIONAL LIABILITY insurance with limits of: (i) $2,000,000 per claim/occurrence; and, (ii) $4,000,000 policy aggregate UMBRELLA OR EXCESS INSURANCE In the event VENDOR purchases an Umbrella or Excess insurance policy(ies) to meet the “Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the CITY, its officers, officials, employees, agents and volunteers. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 DEDUCTIBLES AND SELF-INSURED RETENTIONS VENDOR shall be responsible for payment of any deductibles contained in any insurance policy(ies) required herein and VENDOR shall also be responsible for payment of any self-insured retentions. OTHER INSURANCE PROVISIONS/ENDORSEMENTS The General Liability and Automobile Liability insurance policies are to contain, or be endorsed to contain, the following provisions: 1. CITY, its officers, officials, employees, agents and volunteers are to be covered as additional insureds. VENDOR shall establish additional insured status for the City and for all ongoing and completed operations by use of ISO Form CG 20 10 11 85 or both CG 20 10 10 01 and CG 20 37 10 01 or by an executed manuscript insurance company endorsement providing additional insured status as broad as that contained in ISO Form CG 20 10 11 85. 2. The coverage shall contain no special limitations on the scope of protection afforded to CITY, its officers, officials, employees, agents and volunteers. 3. For any claims relating to this Agreement, VENDOR’S insurance coverage shall be primary insurance with respect to the CITY, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the CITY, its officers, officials, employees, agents and volunteers shall be excess of VENDOR’S insurance and shall not contribute with it. VENDOR shall establish primary and non-contributory status by using ISO Form CG 20 01 04 13 or by an executed manuscript insurance company endorsement that provides primary and non-contributory status as broad as that contained in ISO Form CG 20 01 04 13. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 The Workers’ Compensation insurance policy is to contain, or be endorsed to contain, the following provision: VENDOR and its insurer shall waive any right of subrogation against CITY, its officers, officials, employees, agents and volunteers. If the Technology and Professional Liability insurance policy(ies) are written on a claims- made form: 1. The retroactive date must be shown, and must be before the effective date of the Agreement or the commencement of work by VENDOR. 2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement work or termination of the Agreement, whichever occurs first, or, in the alternative, the policy shall be endorsed to provide not less than a five (5) year discovery period. 3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by VENDOR, VENDOR must purchase “extended reporting” coverage for a minimum of five (5) years completion of the Agreement work or termination of the Agreement, whichever occurs first. 4. A copy of the claims reporting requirements must be submitted to CITY for review. 5. These requirements shall survive expiration or termination of the Agreement. All policies of insurance required herein shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after thirty (30) calendar days written notice by certified mail, return receipt requested, has been given to CITY. VENDOR is also responsible for providing written notice to the CITY under the same terms and conditions. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, VENDOR shall furnish CITY with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for CITY, VENDOR shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than five (5) calendar days prior to the expiration date of the expiring policy. SUBCONTRACTORS - If VENDOR subcontracts any or all of the services to be performed under this Agreement, VENDOR shall require, at the discretion of the CITY Risk Manager or designee, subcontractor(s) to enter into a separate Side Agreement with the City to provide required indemnification and insurance protection. Any required Side Agreement(s) and associated insurance documents for the subcontractor must be reviewed and preapproved by CITY Risk Manager or designee. If no Side Agreement is required, VENDOR will be solely responsible for ensuring that it’s subcontractor maintain insurance coverage at levels no less than those required by applicable law and is customary in the relevant industry. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884 VERIFICATION OF COVERAGE VENDOR shall furnish CITY with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the CITY’S Risk Manager or his/her designee prior to CITY’S execution of the Agreement and before work commences. All non-ISO endorsements amending policy coverage shall be executed by a licensed and authorized agent or broker. Upon request of CITY, VENDOR shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. VENDOR shall provide the requested policy within 10 business days of CITY’s request only in the event of a dispute about the applicability of coverage to a specific loss or claim, and VENDOR shall have the right to eliminate and redact proprietary business information or confidential information from the policy. This requirements shall survive expiration or termination of this Agreement. DocuSign Envelope ID: 8131C78E-D283-4F2D-AAAB-0FE08E34A884