HomeMy WebLinkAbout2021-435-E-AMS-Siemens Industry-Annual Service agreement 2021-2022Revised 10/17
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[Departmental Use Only]
TITLE Annual Service
FY 21/22
NORTH CAROLINA
SERVICES AGREEMENT UNDER $90,000.00
NO RFP/RFQ
ORANGE COUNTY
This Services Agreement (hereinafter “Agreement”), made and entered into this 20th day of
July, 2021, (“Effective Date”) by and between Orange County, North Carolina a political
subdivision of the State of North Carolina (hereinafter, the "County") and Siemens Industry, Inc,
(hereinafter, the "Provider").
WITNESSETH:
That the County and Provider, for the consideration herein named, do hereby agree as
follows:
1. Services
a. Scope of Work.
i) This Agreement is for services to be rendered by Provider to County with respect
to (insert type of project): Annual Siemens Service Agreement. See Attached
Proposal dated April 26, 2021.
ii) By executing this Agreement, the Provider represents and agrees that Provider is
qualified to perform and fully capable of performing and providing the services
required or necessary under this Agreement in a fully competent, professional and
timely manner.
iii) Time is of the essence with respect to this Agreement.
iv) The services to be performed under this Agreement consist of Basic Services, as
described and designated in Section 3 hereof. Compensation to the Provider for
Basic Services under this Agreement shall be as set forth herein.
2. Responsibilities of the Provider
a. Services to be provided. The Provider shall provide the County with all services
required in Section 3 to satisfactorily complete the Project within the time limitations set
forth herein and in accordance with the highest professional standards.
b. Standard of Care.
i) The Provider shall exercise reasonable care and diligence in performing services
under this Agreement in accordance with the highest generally accepted standards
of this type of Provider practice throughout the United States and in accordance
with applicable federal, state and local laws and regulations applicable to the
performance of these services. Provider is solely responsible for the professional
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quality, accuracy and timely completion and/or submission of all work related to
the Basic Services.
ii) Provider shall be responsible for all errors or omissions of its agents, contractors,
employees, or assigns in the performance of the Agreement. Provider shall
correct any and all errors, omissions, discrepancies, ambiguities, mistakes or
conflicts at no additional cost to the County.
iii) The Provider shall not, except as otherwise provided for in this Agreement,
subcontract the performance of any work under this Agreement without prior
written permission of the County. No permission for subcontracting shall create,
between the County and the subcontractor, any contract or any other relationship.
iv) Provider is an independent contractor of County. Any and all employees of the
Provider engaged by the Provider in the performance of any work or services
required of the Provider under this Agreement, shall be considered employees or
agents of the Provider only and not of the County, and any and all claims that may
or might arise under any workers compensation or other law or contract on behalf
of said employees while so engaged shall be the sole obligation and responsibility
of the Provider.
v) If activities related to the performance of this Agreement require specific licenses,
certifications, or related credentials Provider represents that it and/or its
employees, agents and subcontractors engaged in such activities possess such
licenses, certifications, or credentials and that such licenses certifications, or
credentials are current, active, and not in a state of suspension or revocation.
vi) In determining the basic services to be provided, should any documents be
referenced in this Agreement, the terms of this Agreement shall have priority in
any conflict between the terms of referenced documents and the terms of this
Agreement. Should a request for proposals and a proposal be referenced the
terms of the request for proposals shall have priority over the terms of any
proposal.
3. Basic Services
a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows
(fully describe services to be provided): Orange County- Siemens Building Energy
Mangement System-Technical Support Program 2021/2022
4. Duration of Services
a. Term. The term of this Agreement shall be from July 1, 2021 to June 30, 2022.
b. Scheduling of Services.
i) The Provider shall schedule and perform its activities in a timely manner.
ii) Should the County determine that the Provider is behind schedule, it may require
the Provider to expedite and accelerate its efforts, including providing additional
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resources and working overtime, as necessary, to perform its services in
accordance with the approved project schedule at no additional cost to the
County.
iii) The Commencement Date for the Provider's Basic Services shall be July 1, 2021.
5. Compensation
a. Compensation for Basic Services. Compensation for Basic Services shall include all
compensation due the Provider from the County for all services under this Agreement.
The maximum amount payable for Basic Services shall not exceed Fifty Four Thousand
Two Hundred and Thirty Dollars ($54,230.00). Payment for Basic Services shall
become due and payable within thirty (30) days of Provider properly invoicing County.
Payment shall be subject to provisions of Section 5(b).
b. Disputes. In the event the amount stated on an invoice is disputed by the County, the
County may withhold payment of all or a portion of the amount stated on an invoice
until the parties resolve the dispute. Should Provider fail to perform its duties under the
terms of this Agreement, County may, without fault or penalty, withhold any payment
associated with the work to be performed until such time as said work is completed.
c. Additional Services. County shall not be responsible for costs related to any services in
addition to the Basic Services performed by Provider unless County requests such
additional services in writing and such additional services are evidenced by a written
amendment to this Agreement.
6. Responsibilities of the County
a. Cooperation and Coordination. The County has designated (Alan Dorman) to act as the
County's representative with respect to the Project and shall have the authority to render
decisions within guidelines established by the County Manager and/or the County Board
of Commissioners and shall be available during working hours as often as may be
reasonably required to render decisions and to furnish information.
7. Insurance
a. General Requirements. Provider shall obtain, at its sole expense, Commercial General
Liability Insurance, Automobile Insurance, Workers’ Compensation Insurance, and any
additional insurance as may be required by County’s Risk Manager as such insurance
requirements are described in the Orange County Risk Transfer Policy and Orange
County Minimum Insurance Coverage Requirements (each document is incorporated
herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing_division/contracts.php). If
County’s Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of NA (if no additional insurance required mark N/A
as being not applicable). Provider shall not commence work until such insurance is in
effect and certification thereof has been received by the County's Risk Manager.
8. Indemnity
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a. Indemnity. The Provider agrees, without limitation, to defend, indemnify and hold
harmless the County from all loss, liability, claims or expense, including attorney's fees,
arising out of or related to the Project and arising from property damage or bodily injury
including death to any person or persons caused in whole or in part by the negligence or
misconduct of the Provider except to the extent same are caused by the negligence or
willful misconduct of the County. It is the intent of this provision to require the Provider
to indemnify the County to the fullest extent permitted under North Carolina law.
9. Amendments to the Agreement
a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional
compensation or a change in duration of this Agreement shall be made by a written
Amendment to this Agreement executed by the County and the Provider. The Provider
shall proceed to perform the Services required by the Amendment only after receiving a
fully executed Amendment from the County.
10. Termination
a. Termination for Convenience of the County. This Agreement may be terminated without
cause by the County and for its convenience upon seven (7) days’ prior written notice to
the Provider.
b. Other Termination. The Provider may terminate this Agreement based upon the County's
material breach of this Agreement; provided, the County has not taken all reasonable
actions to remedy the breach. The Provider shall give the County seven (7) days' prior
written notice of its intent to terminate this Agreement for cause.
c. Compensation After Termination.
i) In the event of termination, the Provider shall be paid that portion of the fees and
expenses that it has earned to the date of termination, less any costs or expenses
incurred or anticipated to be incurred by the County due to errors or omissions of
the Provider.
ii) Should this Agreement be terminated, the Provider shall deliver to the County
within seven (7) days, at no additional cost, all deliverables including any
electronic data or files relating to the Project.
d. Waiver. The payment of any sums by the County under this Agreement or the failure of
the County to require compliance by the Provider with any provisions of this Agreement
or the waiver by the County of any breach of this Agreement shall not constitute a
waiver of any claim for damages by the County for any breach of this Agreement or a
waiver of any other required compliance with this Agreement.
e. Suspension. County may suspend the Basic Services and this Agreement at any time for
County’s convenience and without penalty to County upon three (3) days’ notice to
Provider. Upon any suspension by County, Provider shall discontinue work on the Basic
Services and shall not resume the Basic Services until notified to proceed by County.
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11. Additional Provisions
a. Limitation and Assignment. The County and the Provider each bind themselves, their
successors, assigns and legal representatives to the terms of this Agreement. Neither the
County nor the Provider shall assign or transfer its interest in this Agreement without the
written consent of the other.
b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights
of respective parties hereunder shall be governed by the laws of the State of North
Carolina. By executing this Agreement Provider affirms that Provider and any
subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes. By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor identified, on the list created by the State Treasurer pursuant to
G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not
been identified, and has not utilized the services of any agent or subcontractor identified,
on the list created by the State Treasurer pursuant to G.S. 147-86.81.
c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable
local, state, and federal laws, rules, and regulations including but not limited to all state
and federal non-discrimination laws, policies, rules, and regulations and the Orange
County Non-Discrimination Policy and Orange County Living Wage Policy (each policy
is incorporated herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) Any
violation of the Orange County Non-Discrimination Policy is a breach of this Agreement
and County may immediately terminate this Agreement without further obligation on the
part of the County. This paragraph is not intended to limit and does not limit the
definition of breach to discrimination.
d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages
with respect to any provision of, or the performance or non-performance of, this
Agreement shall be brought in the General Court of Justice of North Carolina sitting in
Orange County, North Carolina. It is agreed by the parties that no other court shall have
jurisdiction or venue with respect to such suits or actions. Binding arbitration may not
be initiated by either Party, however, the Parties may agree to nonbinding mediation of
any dispute prior to the bringing of such suit or action.
e. Entire Agreement. This Agreement represents the entire and integrated agreement
between the County and the Provider and supersedes all prior negotiations,
representations or agreements, either written or oral. This Agreement may be amended
only by written instrument signed by both parties. Modifications may be evidenced by
facsimile signatures.
f. Severability. If any provision of this Agreement is held as a matter of law to be
unenforceable, the remainder of this Agreement shall be valid and binding upon the
Parties.
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g. Ownership of Work Product. Should Provider’s performance of this Agreement generate
documents, items or things that are specific to this Project such documents, items or
things shall become the property of the County and may be used on any other project
without additional compensation to the Provider. The use of the documents, items or
things by the County or by any person or entity for any purpose other than the Project as
set forth in this Agreement shall be at the full risk of the County.
h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and
the validity of this Agreement is based upon the availability of public funding under the
authority of its statutory mandate.
In the event that public funds are unavailable and not appropriated for the performance of
County’s obligations under this Agreement, then this Agreement shall automatically
expire without penalty to County immediately upon written notice to Provider of the
unavailability and non-appropriation of public funds. It is expressly agreed that County
shall not activate this non-appropriation provision for its convenience or to circumvent
the requirements of this Agreement, but only as an emergency fiscal measure during a
substantial fiscal crisis.
In the event of a change in the County’s statutory authority, mandate and/or mandated
functions, by state and/or federal legislative or regulatory action, which adversely affects
County’s authority to continue its obligations under this Agreement, then this Agreement
shall automatically terminate without penalty to County upon written notice to Provider
of such limitation or change in County’s legal authority.
i. Signatures. This Agreement together with any amendments or modifications may be
executed electronically. All electronic signatures affixed hereto evidence the consent of
the Parties to utilize electronic signatures and the intent of the Parties to comply with
Article 11A and Article 40 of North Carolina General Statute Chapter 66.
j. Notices. Any notice required by this Agreement shall be in writing and delivered by
certified or registered mail, return receipt requested to the following:
Orange County Provider’s Name
Attention:Alan Dorman Siemens Industry Inc
P.O. Box 8181 215 Southport Dr
Hillsborough, NC 27278 Morrisville, NC 27560
[SIGNATURE PAGE TO FOLLOW]
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IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have
hereunder set their hands and seal, all as of the day and year first above written.
ORANGE COUNTY: PROVIDER:
By: _________________________________
County Manager
By: __________________________________
Jerry Brown, Branch Manager
Printed Name and Title
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8/4/2021
8/5/2021
Revised 10/17
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ORANGE COUNTY—DEPARTMENT USE ONLY
______________________________________________________________________________
Department
Party/Vendor Name: Siemens Industry, Inc Party/Vendor Contact Person: Greg Collins Contact Phone: 910-728-
7678 Party/Vendor Address: 215 Southport Dr City Morrisville State: NC Zip: 27560 Department: AMS
Amount: $54,320.00 Purpose: Annual Service Agreement 2021/2022 Budget Code(s): 10240320-630000 Vendor
# 53325 (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New
Renewal Amendment Effective Date Approved by Board Yes No Agenda Date:
This agreement is approved as to technical form and content:
Department Director’s Signature ________________________________________ Date: ________
Information Technologies
(Applicable only to hardware/software purchases or related services) This agreement has been reviewed and is
approved as to information technology content and specifications:
Office of the Chief Information Officer___________________________________ Date: ________
Risk Management
This agreement is approved for sufficiency of insurance standards, specifications, and requirements:
Office of the Risk Management Officer___________________________________ Date: _________
Financial Services
This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control
Act:
Office of the Chief Financial Officer ____________________________________ Date: _________
Legal Services
This agreement is approved as to legal form and sufficiency:
Office of the County Attorney __________________________________________Date: ________
Clerk to the Board
Received for record retention:
All Docusign contracts must be copied to Sherri Ingersoll upon completion: singersoll@orangecountync.gov
The following signature block is for hard copies only and is not required for Docusign contracts:
Office of the Clerk to the Board __________________________________________Date:_________
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7/23/2021
8/4/2021
8/5/2021
8/5/2021
Unrestricted
Advantage Services®
Orange County – Siemens Building Energy Management System - Technical Support Program
April 26, 2021
Proposal #JAL2104002
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Siemens Industry, Inc.April 26, 2021 Page 1
This service agreement
has been specifically
developed to support your
unique facilities.
Table of Contents
1 Overview 2
1.1 Executive Summary 2
1.2 Siemens Capabilities & Commitment to Our Customers 3
1.3 Quality Assurance 3
2 Service Solution 4
2.1 Service Team 4
2.2 Building Automation System Services 5
2.4 General Services 13
3 Maintained Equipment Tables 16
3.1 List of Maintained Automation Equipment 16
4 Siemens Industry, Inc.20
4.1 Signature Page and Investment 20
4.2 Terms And Conditions 21
Appendix A.Discounted Labor & Material Pricing 27
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1 Overview
___________________________________________________
1.1 Executive Summary
Orange County has made a significant investment in its facilities and the complex
technical building automation systems which are critical to productive operations.
This proposed service solution, our Service Agreement, will proactively serve to
protect that substantial investment through a program of planned service tasks by
our trained technical staff.
This Service Agreement has been specifically developed to support your unique
facilities, and the services provided herein will help you in achieving your goals.
A summary of the service program developed by Orange County and Siemens is listed
below:
Building Automation System Services
o Factory System Maintenance & Energy Optimization Program ($18,779)
o Asset Management Services - Siemens Database Server
o Richard L. Whitted Human Services Center
o Office Building
o Library
o Animal Services Center
o Justice Facility
o Court Street Annex
o District Attorney Office
o Detention Center
o Apogee Insight/Desigo Software Updates – Not Provided
o Online / Remote System Support & Diagnostics ($3,784)
o Onsite Operator Training Program – Quarterly 4 Hour Sessions ($3,567)
o Classroom Training with Hands-On Labs – Not Provided
o *Onsite Energy Management / Building Automation Specialist Flex ($17,796)
Building Mechanical System Services ($10,304)
o Preventative Maintenance of Airborne Infection Isolation (AII) Room
Mechanical Systems
o Richard L. Whitted Human Services Center
o Southern Human Service Center
General Services
o Priority Based Emergency Phone & Online Response 24 / 7 / 365
o Priority Based Emergency Onsite Response 24 / 7 / 365
o Dedicated Service Program Manager & Service Technician Team
o Service Program Log Book & Written Reports of All Services Performed
o Service Program Labor Discount - Up to 20% off Standard Rates
o Service Program Material Discount - Additional 20% off Siemens List
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1.2 Siemens Capabilities &
Commitment to Our Customers
Siemens Industry, Inc. Building Technologies Division is the leading single-source
provider of cost-effective facility performance solutions for the comfort, life safety,
security, energy efficiency and operation of some of the most technically advanced
buildings in the world.
Siemens is pleased to offer this proposal for technical support services to your facility.
For more than 150 years, Siemens has built a culture of long-term commitment to
customers through innovation and technology.
We are confident that we have the capabilities to meet your critical facility needs
today and in the future, and we look forward to the opportunity to serve you.
1.3 Quality Assurance
At Siemens Industry, Inc., we are dedicated to customer satisfaction. To achieve
this, we have a quality assurance process, which enables you to assess your
service program.
Through implementation of our Quality Assurance Best Practices, we ensure that
our delivered services are of the highest quality.
Our Quality Assurance Manager will meet with you regularly, at your
convenience, to discuss our performance and your satisfaction with the quality of
service that is being provided under your program.
_____________________________________________________
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2 Service Solution
2.1 Service Team
An important benefit of your Service Agreement derives from having the trained
service personnel of Siemens familiar with your building systems. Our
implementation team of local experts provides thorough, reliable service and
scheduling for the support of your system.
The following list outlines the service team that will be assigned to the service
agreement for your facility.
Orange County’s Assigned Team of Service Professionals will include:
Clay Graham, Customer Service Manager,is responsible for ensuring that our
contractual obligations are delivered, your expectations are being met and you are
satisfied with the delivery of our services.
Christian Anderson, Primary Building Automation Specialist is responsible for
performing the ongoing service of your building automation system.
Brian Bentley is your Secondary Building Automation Specialist.Brian will be
familiarized with your system to provide assistance in two man task and in-depth
backup coverage.
Joe Latore, Service Sales Account Executive manages the overall strategic
service plan based upon your current and future service requirements.
Craig Martin, Service Operations Manager is responsible for managing the
delivery of your entire support program and service requirements.
Customer Response Center
Emergency Phone / Online Response – Normal Business Hours = Service
Team Leader. After Hours = Siemens Emergency Response Center
Siemens Help Line:1-866-728-7678
Clay Graham is responsible for scheduling your preventive maintenance visits
and handling your emergency situations by taking the appropriate action.
Clay Graham or Tracy Jones can assist with all service invoicing including your
Technical Support Program and Time and Material projects.
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2.2 BUILDING AUTOMATION SYSTEM SERVICES
_____________________________________________________
2.2.1 Factory System Optimization / Maintenance Program
The services listed below will be performed annually on all building
automation system components shown in the List of Maintained Automation
Equipment unless otherwise directed by Orange County.
Automation Controls Analysis & Optimization: Automation controls can drift out of
calibration with changes in mechanical component performance characteristics,
building use, and climatic conditions. Through this service we will extend equipment
life, reduce energy consumption, and reduce the risk of costly and disruptive
breakdowns. Siemens will provide preventive maintenance in accordance with a
program of routines as determined by our experience, equipment application and
location. The list of field panels and / or devices included under this service are
identified in the List of Maintained Equipment in this proposal.
Software Analysis & Optimization: Through Software Analysis & Optimization,
Siemens will help ensure that the HVAC Control System is operating properly to
minimize any software problems that would negatively impact system performance.
We will address any programming errors, failed points, points in alarm, unresolved
points or points in operator priority, both at the front end workstation and at the field
panel. This will increase system efficiency, assure compliance to specified conditions,
and reduce the risk of costly and disruptive system problems. We will perform this
service using onsite visits and / or remote services (if applicable).
Control Loop Analysis & Optimization:Control loops by their nature drift out of
calibration with changes in mechanical efficiency, building use, and climatic
conditions. Through this service Siemens will ensure control loops for devices such
as valves, dampers, actuators, etc., experience minimized overshooting and
oscillatory behavior. You will benefit from a more comfortable and productive
environment and lower energy consumption through more efficient equipment
usage.
Network Analysis & Optimization: Through Network Analysis & Optimization, we
ensure reliable and optimized communication throughout your HVAC Control
System's Building Level Network of field panels. The benefit will be increased data
network up-time and faster problem resolution. Using SIEMENS Network
Performance Diagnostic Technologies, our proactive calibration and tuning of the
data network analyzes variables impacting network performance, including node
tables, token passes, and turn speed, change of values over the network, unresolved
points, and overall operation.
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Controller Analysis & Optimization: Through Controller Analysis & Optimization,
we ensure reliable and optimized performance of your Terminal Equipment
Controllers throughout your HVAC system. You will realize a more comfortable and
productive environment and will benefit from lower energy consumption through
more efficient equipment usage. Unitary and Terminal equipment can by their nature
under perform due to a number of reasons; mechanical, electrical, control settings,
building use and climatic conditions. Through the use of the Controller Analysis
Program (CAP) and / or other tools we can pinpoint which systems have possible air
flow or temperature control problems. Reports are generated on those terminal
equipment controllers, which can then be investigated and resolved. The equipment
to be included as part of this service is listed in the List of Maintained Equipment in
this proposal.
Business Protection & Recovery Services – System Backup: Through this service
we help protect your HVAC Control System’s vital databases of business
information from unforeseen and costly catastrophic events (lightning strike,
electrical power surge, hard drive or controller failure, flood, physical damage,
etc.). Siemens will perform scheduled database back-ups of your Insight
workstation database & graphics and field panel databases and provide safe
storage of this critical business information. Should a catastrophic event occur,
we can respond onsite (or online if such service is included in this proposal) to
reload the databases and system files from our stored backup copy, to restore
your operation as soon as possible on a time and material basis.
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2.2.2 Software Updates
Software Updates.Through this service, you will benefit from new features and
enhancements that will improve building operations, take advantage of the latest
version changes, while extending the life of your APOGEE investment. Siemens will
provide you with software and documentation updates to your existing APOGEE
software annually. Included is onsite training to familiarize you with the new
features and their associated benefits. These updates deliver the benefits of Siemens’
commitment to compatibility by design, a commitment unique in our industry.
APOGEE workstations covered under this service are itemized in the List of
Maintained Equipment.
Upgrades to PC's and related workstation hardware are excluded.
The software is currently being upgraded to latest Desigo CC software under a
separate project. The cost that was previously carried for software updates was
moved to the Flex scope. This scope will resume during the 2022-2023 service
agreement year.
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2.2.3 Online / Remote System Support & Diagnostics
Online / Remote System Support & Diagnostics. Monday through Friday: 8:00AM -
5:00PM System and software troubleshooting and diagnostics will be provided
remotely through the online support service (up to 8 hours) to enable faster response
to emergency service requests and to reduce the costs and disruptions of downtime.
Siemens will respond, Monday through Friday, during the hours of 8:00 AM – 5:00
PM, excluding Holidays, upon receiving notification of an emergency, as determined
by your staff and Siemens.
If remote diagnostics determine a site visit is required to resolve the problem, a
technician can be dispatched. Onsite dispatch will be billable per our current time
and material policy (see Appendix A).
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2.2.4 Onsite Operator Training Program
Through our individual Building Automation Operator Coaching, we will review and
reinforce learned skills, leading to greater operator knowledge and productivity.
Siemens will assist your operators in identifying, verifying and resolving problems
found in executing tasks. During the coaching sessions, we can address log book
issues, assist your operators in becoming more self sufficient, and improve the skills
of your operators to better meet the needs of your facility and their specific job
responsibilities. The use of this time will be for coaching unless otherwise directed by
owner. Coaching will promote better utilization of HVAC Control System applications
implemented in your facility.
Siemens has included 4 x 4 Hour Sessions
Siemens service program manager will prepare a planned curriculum and maintain a
scheduled program for the duration of the service program.
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2.2.5 Classroom Training with Hands-On Labs
Siemens and Orange County agreed to remove this scope while upgraded to the
latest Desigo CC software. The cost was moved to the Flex scope. This scope
will resume at completion of the Desigo CC migration.
Your Service Account Engineer will work with you to develop and deliver the most
effective use of the training class tokens. Please refer to the Siemens Training
Manual for class times and descriptions. The tokens included within this Technical
Support Program are for classes in our Morrisville, NC branch. These classes review
and reinforce skills, leading to greater operator knowledge and productivity.
Classes are 3-4 days each.
Classes include light breakfast and lunch daily.
Per Diem costs (hotel, dinner) for attendees are not included.
Please review the following course titles and refer to Siemens Training Manual for
details.
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2.2.6 Onsite Energy Mgmt / Building Automation Specialist
Your Onsite Building Automation Technician Specialist flextime will provide a
trained and experienced automation specialist who will work under your direction.
This service is flexible to be used at your discretion. Sample tasks are listed
below as a guide.Eight (8) days per year (normal business hours)have been
included and can be used to address any of your facilities needs. Please refer to
the following page information for common service options and descriptions.
Energy Management / System Customization: The flextime can be used to
customize the building automation system to meet the specific needs of Orange
County staff.
Enhanced Alarm Programming:Enhanced alarming features can be managed
and customized through the flextime.
Enhanced Sequence Modifications:Sequence of operations, run times, lead /
lag, control strategies can be adjusted through the flextime.
Insight Graphics Modification.We can create or modify Insight graphic(s) in
order to ensure that the software interface continues to meet your needs.
Special Projects: The flextime can be used for the completion of special
projects / system customization which require onsite Siemens automation
technician labor.
Emergency Onsite:Monday through Friday, 8:00AM to- 5:00PM.Emergency
Onsite Response can be provided to reduce the costs and disruptions of
downtime when an unexpected problem does occur. Siemens will provide this
service between scheduled service calls and respond within the next business
day, Monday through Friday, 8:00AM to- 5:00PM, excluding holidays, once
receiving notification of an emergency, as determined by your staff and our office.
Non-emergency calls, as determined by your staff and Siemens will be
incorporated into the next scheduled service call.
Business Protection & Recovery Services: Through this service we help
protect your HVAC Control System’s vital databases of business information from
unforeseen and costly catastrophic events (lightning strike, electrical power
surge, hard drive or controller failure, flood, physical damage, etc.). Siemens will
perform scheduled database back-ups of your Insight workstation database &
graphics and field panel databases and provide safe storage of this critical
business information. Should a catastrophic event occur, we can respond onsite
(or online if such service is included in this proposal) to reload the databases and
system files from our stored backup copy, to restore your operation as soon as
possible on a time and material basis.
System Checks for HVAC Systems - End to End Checkout – DDC or
Pneumatic Field Devices.
Calibration Services.
*Any required service beyond the allocated eight (8) days per year of flextime can be
completed at the direction of Orange County staff and billed under our Discounted
Time & Material rate.
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2.2.7 Equipment Repair & Replacement – Time and Material
Repair & Replacement Services.To reduce the effects of unbudgeted repairs,
Siemens can provide labor and materials to repair or replace failed or worn
components to maintain your equipment in peak operating condition. Components
that are suspected of being faulty should be repaired or replaced in advance to
minimize the occurrence of system interruptions. Equipment requiring attention will
be brought to the owner’s attention. Approved repairs can be performed on a time
and material basis or through a formal proposal.
Under this agreement we will provide repair & replacement services per our
current time and material policy (see Appendix A).
2.2.8 Preventative Maintenance of Airborne Infectious Isolation
(AII) Room Mechanical Systems
General Notes: This service agreement consists of the following
mechanical preventative maintenance program. Below is the schedule for
a quarterly program followed by the preventative maintenance tasks per
equipment at the Orange County Isolation Rooms on the next page.
Repair and replacement coverage is not included for the equipment and
will be billed based on Siemens most current time and material pricing.
Exhaust Fans – Two (2), Model: CWB-101HP-4-X
*ANNUAL MAINTENANCE – 1 / Year
1.Change drive belt.
2.Check tightness of set screws on motor and fan sheaves and fan wheel
3.Check all bearing mountings for tightness
4.Clean fans, shafts and drives of excessive grease and dirt
5.Oil and grease all motor and fan bearings.
*OPERATING INSPECTION – 3 / Year
1.Check drive belt for adjustment, tension and wear
2.Check tightness of set screws on motor and fan sheaves and fan wheel
3.Check all bearing mountings for tightness
4.Clean fans, shafts and drives of excessive grease and dirt
*The FY 2019-2020 contract will cover a total of four inspections, one annual
maintenance and three operating inspections.
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Filters:
Filters for the AIIRs will be inspected during each visit and changed as needed.
One (1) filter change per year is covered in this agreement. Any additional
changes will be billed to Orange County as per our Time and Material rates
_____________________________________________________
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2.3 GENERAL SERVICES
_____________________________________________________
2.3.1 Priority Based Emergency Phone & Online Response
Emergency Phone Response –Siemens will maintain emergency response
capabilities 24 / 7 / 365. Upon receiving notification of an emergency, as determined
by your staff and Siemens, we will respond accordingly. Your staff and our response
personnel will work together to determine the priority level required for response.
Emergency Online Response –Automation system and software troubleshooting
and diagnostics will be provided remotely through the online support service (up to 8
hours) to enable faster response to emergency service requests and to reduce the
costs and disruptions of downtime. Siemens will provide this service respond within
2 hours, Monday through Friday, during the hours of 8:00 AM – 5:00 PM, excluding
Holidays, upon receiving notification of an emergency, as determined by your staff
and Siemens.
Call 1-866-728-7678 for Emergency Response.
2.3.2 Priority Based Emergency Onsite Response
Emergency Onsite Response -Emergency Onsite Response can be provided to
reduce the costs and disruptions of downtime when unexpected problems occur.
Siemens will provide response to all emergency service requests based on the priority
level communicated between your staff and Siemens response personnel. Siemens will
maintain on-call technicians 24 / 7 / 365 and respond based on your staff’s priority level
communication. All authorized emergency services will be billed per our time and
material policy (see Appendix A).
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2.3.3 Dedicated Service Program Manager & Technician Team
Service Team: A dedicated service program manager will be assigned as your main
point of contact. Your service technician team will also be defined for consistency in
service. Please refer to page 4 of this proposal for your service team details.
2.3.4 Service Program Log Book
Service Log Book: We will provide a log book containing information and guidance
on the management of the system. All service records shall be recorded and kept
within the log book. This log book shall serve as a reference for the customer and
Siemens technical personnel.
2.3.5 Written Reports of All Services Performed
Written Report of All Services Performed:We will complete a service report for
each visit detailing the purpose of the call and summarizing the work that was
performed.
2.3.6 Service Program Customer Labor Discounts
Service Program Customer Labor Discounts:Service program customers receive
up to 20% off Siemens standard labor rates in all service categories. Refer to
Appendix A for details.
2.3.7 Service Program Customer Material Discount
Service Program Customer Material Discount:Service program customers
receive an additional 20% off Siemens list price. Refer to Appendix A for details.
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3 Maintained Equipment Tables
3.1 List of Maintained Automation Equipment
Asset Management Services Office
Richard L. Whitted Human Services Center
Repair & Replacement Coverage Code Key
A = Labor & Materials Included
B = Labor Included & Materials Not Included
C = Labor Not Included & Materials Included
D = Labor Not Included & Materials Not Included
Qty Equipment Manufacturer Notes Coverage
1 Apogee Insight Advanced
Database Server Software
Package & Graphical User
Interface Computer
Siemens
D
1 Apogee Insight Advanced Client
Software Package
Siemens
D
Qty Equipment Manufacturer Notes Coverage
3 Mechanical Equipment Controllers
(MEC)
Siemens
D
173 Terminal Equipment Controllers
(TEC)
Siemens
D
10 PXM – Point Expansion Modules Siemens D
1 Apogee Ethernet Microserver
(AEM)
Siemens
D
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Office Building
Library
Repair & Replacement Coverage Code Key
A = Labor & Materials Included
B = Labor Included & Materials Not Included
C = Labor Not Included & Materials Included
D = Labor Not Included & Materials Not Included
Qty Equipment Manufacturer Notes Coverage
2 PXC Modular Controllers (PXCM)
- Power Modules
- Controller Modules
- All TX/IO Point Modules
Siemens
D
74 Terminal Equipment Controllers
(TEC)
Siemens
D
2 BACNET Chiller Gateways Siemens D
1 Apogee Ethernet Microserver
(AEM)
Siemens
D
Qty Equipment Manufacturer Notes Coverage
2 PXC Modular Controllers (PXCM)
- Power Modules
- Controller Modules
- All TX/IO Point Modules
Siemens
D
38 Terminal Equipment Controllers
(TEC)
Siemens
D
2 BACNET Chiller Gateways Siemens D
1 Apogee Ethernet Microserver
(AEM)
Siemens
D
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Animal Services Center
Justice Facility
Court Street Annex Facility
Repair & Replacement Coverage Code Key
A = Labor & Materials Included
B = Labor Included & Materials Not Included
C = Labor Not Included & Materials Included
D = Labor Not Included & Materials Not Included
Qty Equipment Manufacturer Notes Coverage
2 Mechanical Equipment Controllers
(MEC)
Siemens
D
44 Terminal Equipment Controllers
(TEC)
Siemens
D
10 BACNET Roof Top Unit Gateways Siemens D
1 Apogee Ethernet Microserver
(AEM)
Siemens
D
Qty Equipment Manufacturer Notes Coverage
1 Mechanical Equipment Controllers
(MEC)
Siemens
D
34 Terminal Equipment Controllers
(TEC)
Siemens
D
Qty Equipment Manufacturer Notes Coverage
1 PXC Compact Controller 24
(PXCC 24)
Siemens
D
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District Attorney Office
Detention Center
Repair & Replacement Coverage Code Key
A = Labor & Materials Included
B = Labor Included & Materials Not Included
C = Labor Not Included & Materials Included
D = Labor Not Included & Materials Not Included
Qty Equipment Manufacturer Notes Coverage
1 PXC Compact Controller 24
(PXCC 24)
Siemens
D
Qty Equipment Manufacturer Notes Coverage
1 PXC Compact Controller 24
(PXCC 24)
Siemens
D
1 PXC Compact Controller 36
(PXCC 36)
Siemens
D
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4 Siemens Industry, Inc.
4.1 Signature Page and Investment
By and Between:
Siemens Industry, Inc.Orange County Asset Management Services
215 Southport Drive, Suite 900 600 Highway 86 North
Morrisville, North Carolina 27560 Hillsborough, North Carolina 27278
Services shall be provided at Orange County facilities in Orange County, North Carolina 27278.
Siemens Industry, Inc. shall provide the services as outlined in the attached proposal dated 4/26/21 and the
attached terms and conditions.
Duration: This agreement shall remain in effect for an original term of 1 Year beginning 7/1/2021.
Investment:
Proposal accepted by:Proposal submitted by:
Orange County Siemens Industry, Inc.
By:By:Joseph Latore
Title:Title: Account Executive
___________________________
____________________________Signature Date
Signature Date
Approved for Siemens Industry, Inc. by:
By: Craig Martin
Title:Service Operations Manager
____________________________
Signature Date
Annual Semi-Annual Quarterly
Year 1: 7/1/21 through 6/30/22 $54,230 $54,770 $55,320
Billing Terms Accepted (please
initial or sign under one option)
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4.2 Terms and Conditions
As a result of the global Covid-19 Virus outbreak, temporary delays in delivery, labor or services
from Siemens and its sub-suppliers or subcontractors may occur. Among other factors, Siemens'
delivery is subject to the
correct and punctual supply from sub-suppliers or subcontractors, and Siemens reserves the right
to make
partial deliveries or modify its labor or services. While Siemens shall make every commercially
reasonable
effort to meet the delivery or service or completion date mentioned above, such date is subject to
change.
Attachment A
Terms and Conditions (Click to download)
Terms & Conditions
(https://www.siemens.com/download?A6V1162857
3)
Riders (Click on rider below to download)
SI Online Backup and Data Protection
(http://www.siemens.com/download?A6V1094617
4)
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Appendix A.Labor & Material Pricing
CONFIDENTIAL & PROPRIETARY
As a Service Agreement customer with an active contract, you will receive the benefit of a discount from our
standard labor rates and material prices. Standard rates and preferred customer rates are documented below.
Siemens Industry, Inc. Smart Infrastructure
Regional Solutions and Services Americas
Raleigh Branch
Rates effective January 2021
Please note: Rates shown are subject to change.
STANDARD LABOR RATES
(Per Hour)
Straight Time
(M-F 8 AM to 5 PM)
excl. Holidays
Regular Overtime
(M-F 5 PM to 8 AM, & Sat)
excl. Holidays
Sundays & Holidays
Automation
Specialist
$216.00 $324.00 $432.00
Fire/Life Safety
Specialist $203.00 $305.00 $406.00
Security Specialist $203.00 $305.00 $406.00
Electrical Services
Technician
$241.00 $362.00 $482.00
Design Engineer $213.00 $320.00 $426.00
Service Mechanic $169.00 $254.00 $338.00
Project Mgr. /
Client Services Mgr.$241.00 $362.00 $482.00
PREFFERED CUSTOMER RATES (Current Service Agreement)
(Per Hour)
Straight Time
(M-F 8 AM to 5 PM)
excl. Holidays
Regular Overtime
(M-F 5 PM to 8 AM, & Sat)
excl. Holidays
Sundays & Holidays
Automation
Specialist
$173.00 $260.00 $346.00
Fire/Life Safety
Specialist $163.00 $245.00 $326.00
Security Specialist $163.00 $245.00 $326.00
Electrical Services
Technician $193.00 $290.00 $386.00
Design Engineer $170.00 $255.00 $340.00
Service Mechanic $135.00 $203.00 $270.00
Project Mgr. /
Client Services Mgr.$198.00 $297.00 $396.00
Only Customers with an active Service Agreement will be eligible for the preferred customer labor rates.
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Appendix A. (cont.)
CONFIDENTIAL & PROPRIETARY
Minimum Charge: Service involving travel to the customer site will incur a four-hour minimum labor charge. A
Trip charge of $95 will be included on each on site invoice. Service for on-line support will incur a two-hour
minimum labor charge and a $25 digital technology fee. Charges will start from the time of dispatch to the time
the worker returns to his or her original point of dispatch.
Material Pricing
A consumable fee of $31.75 will apply to any service call with installed or replaced material.
Automation
Material Rates:Standard Pricing: APOGEE – List x 0.6, Field Devices – List x 0.6.
Preferred Customer Pricing (Active Service Agreement): APOGEE – List x 0.4, Field Devices – List x 0.6.
Fire Life Safety
Material Rates: Customers with an active Service Agreement will benefit from a discount off the standard pricing
for Siemens Building Technologies products in the Life Safety Pricing Guide. Customers with a service agreement
will receive “Trade Net” pricing. Customers without a Service Agreement will pay “User Net” pricing.
Regular hours are from 8 a.m. to 5 p.m. Monday through Friday. Time plus one-half will be applied after hours
including Saturday. Double time will be applied on Sunday and Holidays.
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