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HomeMy WebLinkAbout2025-465-E-AMS-Siemens Industry-25-26 Annual services agreementDocusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B7/24/20257/31/2025 Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B7/24/20257/29/20257/30/20257/31/2025 PROPOSAL Orange County Service Agreement 2025-2026 PREPARED BY Siemens Industry, Inc. ("Siemens") PREPARED FOR ORANGE COUNTY ASSET MANAGEMENT SERVICES DELIVERED ON February 14, 2025 Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 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 2.3 General Services 11 3 Maintained Equipment Tables 13 3.1 List of Maintained Automation Equipment 13 4 Siemens Industry, Inc.18 4.1 Signature Page and Investment 18 4.2 Terms And Conditions 19 Appendix A.Discounted Labor & Material Pricing 20 Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 2 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. The service program developed by Orange County and Siemens is listed below: Building Automation System Services o Factory System Maintenance & Energy Optimization Program 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 Seymour Senior Center o Emergency Services Building o New Detention Center o Park Ops Building o EAC Building o Southern HS Building o Gateway Building o Efland EMS and Medical Examiners Quarters o Desigo Software Updates o Online / Remote System Support & Diagnostics o Onsite Operator Training Program – Quarterly 4 Hour Sessions o Onsite Energy Management / Building Automation Specialist Flex o ZoneRX Reporting and Fault Resolution Building Mechanical System Services 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 Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 3 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. _____________________________________________________ Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 4 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. Ron Faircloth, 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 Meleah Freeman can assist with all service invoicing including your Technical Support Program and Time and Material projects. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 5 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. Controller Analysis & Optimization: Through Controller Analysis & Optimization, we ensure reliable and optimized performance of your Terminal Equipment Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 6 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. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 7 2.2.2 Software Updates – Desigo CC 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 Siemens System investment. Siemens will provide you with software and documentation updates to your existing Desigo CC 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. Workstations covered under this service are itemized in the List of Maintained Equipment. Upgrades to PC's and related workstation hardware are excluded. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 8 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). 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. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 9 2.2.5 Onsite Energy Mgmt / Building Automation Specialist Flex 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. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 10 2.2.6 Zone RX Reporting and Fault Resolution Building Zone Reporting – via ZoneRx ZoneRx is a report-based Energy Service that allows customers to evaluate the performance of their standard-application Siemens zone controllers (P1 or BACnet TECs and DXRs). This report will identify basic faults (failed terminal unit controller, room temperature deviation, VAV airflow deviation, valve control issues, etc.), prescribe recommended repairs and corrective actions for each identified fault, estimate energy and operational impact if identified issues are corrected, and track identified faults and resolutions from previous report iterations. Siemens will create a ZoneRx Report for Orange County on a semi-annual basis and will be the provided to the County to review and Siemens service technician team to be used to investigate and take corrective action through the Task-Based Services listed below. Quarterly Task-Based Services Quarterly System Improvement Support (4 days/year) – from ZoneRx Reports Siemens will utilize an onsite technician to address and resolve faults identified through the semi-annual reports. The intent is to ensure that the most critical or frequent items that have been discovered during the analytics reports have dedicated hours available for a Siemens Technician to perform the corrections needed so the building automation system is operating at optimal conditions. 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. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 11 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 2024-2025 contract will cover a total of four inspections, one annual maintenance and three operating inspections. 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 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. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 12 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). Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 13 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. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 14 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 Desigo CC Server Software Package & Graphical User Interface Siemens D 5 Desigo CC 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 Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 15 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 Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 16 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 Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 17 District Attorney Office Detention Center Seymour Center Building 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 Qty Equipment Manufacturer Notes Coverage 1 PXC Modular Controllers (PXCM) - Power Modules - Controller Modules - All TX/IO Point Modules Siemens D 3 Terminal Equipment Controllers (TEC) Siemens D 1 BACNET Gateway (Samsung)Siemens D 3 PPMs Siemens D Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 18 Emergency Services Center New Detention Center Park Ops Buildings EAC Building Qty Equipment Manufacturer Notes Coverage 1 PXC Compact Controller 16 (PXC16) Siemens D 3 Terminal Equipment Controllers (TEC) Siemens D 1 BACnet Device (DOAS)Siemens D 1 Mitsubishi VRF BACnet/IP Integration (Monitoring only) Siemens D Qty Equipment Manufacturer Notes Coverage 9 PXC Compact Controllers (PXC36) - Power Modules - Controller Modules - All TX/IO Point Modules Siemens D 17 Terminal Equipment Controllers (TEC - BACnet) Siemens D 18 BACnet VFDs -D Qty Equipment Manufacturer Notes Coverage 1 PXC Compact Controller Siemens D Qty Equipment Manufacturer Notes Coverage 1 PXC Compact Controller Siemens D Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14, 2025 Page 19 Southern Human Service Building Gateway Building Efland Road EMS and Medical Examiners Building 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 3 PXC Modular Controllers (PXCM) - Power Modules - Controller Modules - All TX/IO Point Modules Siemens D 56 DXR Zone Controllers (DXR)Siemens D 2 BACNET RTU Controllers Carel D Qty Equipment Manufacturer Notes Coverage 1 PXC Modular Controllers (PXCM) - Power Modules - Controller Modules - All TX/IO Point Modules Siemens D 23 DXR Zone Controllers (DXR)Siemens D Qty Equipment Manufacturer Notes Coverage 1 PXC Modular Controllers (PXCM) - Power Modules - Controller Modules - All TX/IO Point Modules Siemens D 4 BACNET Thermostats Siemens D Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14,2025 Page 20 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 2/14/25 and the attached terms and conditions. Duration: This agreement shall remain in effect for an original term of 1 Year beginning 7/1/2025. 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: Ron Faircloth Title: Service Operations Manager ____________________________ Signature Date Annual If paid Semi-Annually If paid Quarterly Year 1: 7/1/25 through 6/30/26 $93,100 $47,016 (x2)$23,743 (x4) Billing Terms Accepted (please initial or sign under one option) Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14,2025 Page 21 4.2 Terms and Conditions Terms and Conditions (Click to download) Terms & Conditions Price Escalation. If, during the term of this Contract, the price of various materials or labor or logistics are increased as reflected by CRU, CMAI, COMEX market indexes or IHS Markit, then Siemens may increase the applicable yearly Investment or apply a surcharge accordingly. 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 Riders (Click on rider below to download) SI Online Backup and Data Protection SI Exclusions and Clarifications Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14,2025 Page 22 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 October 2024 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 $268.00 $402.00 $536.00 Fire/Life Safety Specialist $253.00 $379.50 $506.00 Security Specialist $253.00 $379.50 $506.00 Design Engineer $287.00 $430.50 $574.00 Electrician $268.00 $402,00 $536.00 Service Mechanic $203.00 $304.50 $406.00 Project Mgr. / Client Services Mgr.$287.00 $430.50 $574.00 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 $215.00 $322.50 $430.00 Fire/Life Safety Specialist $203.00 $304.50 $406.00 Security Specialist $203.00 $304.50 $406.00 Electrician $215.00 $322.50 $430.00 Design Engineer $230.00 $345.00 $460.00 Service Mechanic $163.00 $244.50 $326.00 Project Mgr. / Client Services Mgr.$230.00 $345.50 $460.00 Only Customers with an active Service Agreement will be eligible for the preferred customer labor rates. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B Siemens Industry, Inc.February 14,2025 Page 23 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 $105 will be included on each on site invoice for Service Agreement customers and a $130 for non- Service Agreement Customers. Service for on-line support will incur a two-hour minimum labor charge and a $27 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 $40.00 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 Industry 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. Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY B 10/01/2024 N/A 4433 of Marsh USA LLC X RENTA C N/A 10,000,000 UB-8P79233A-24-51-R (AZ,MA,WI) 41343 A 10/01/2025 X Travelers Casualty & Surety Company CN102147003-RAM--24/25 1,000,000 25674 ... NYC-009196547-33 10/01/2024 X INCL 10/16/2024 10/01/2025 '''''''''''$500K LIMIT / $500K SIR''''''''''' 10 N/A 10/01/2025 NOC60 1,000,000 X 1,000,000 1,000,000 B 10/01/2025 10/01/2024 19038 TC2J-CAP-7440L34A-TIL-24 100,000 10/01/2024 UB-8P83929A-24-51-K (AOS) TWXJUB-7440L338-TIL-24 (OH) X 1,000,000 SEE ATTACHED RE: JOB NO. N/A 1000 DEERFIELD PARKWAY SIEMENS INDUSTRY, INC. BUFFALO GROVE, IL 60089-4513 1,000,000 HDI Global Insurance Company X 445 SOUTH STREET MARSH USA, LLC. MORRISTOWN, NJ 07960-6454 GLD1110116 Travelers Property Casualty Co. of America N PO BOX 8181 HILLSBOROUGH, NC 27278 ORANGE COUNTY ATTN: RISK MANAGEMENT 10/01/2024 B 2,000,000 X X 10/01/2025 Docusign Envelope ID: 5F68D13E-7D54-4A62-A443-4829C4B9AEF0Docusign Envelope ID: E304BB4D-1B71-4BD0-AE1E-746F35B4C7A8Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: MARSH USA, LLC. �� EXTENT THAT A CLAIM ARISES FROM THE NEGLIGENCE OF SIEMENS INDUSTRY, INC. OR ITS SUBCONTRACTORS WITH RESPECT TO ALL OPERATIONS OF THE CONTRIBUTORY INSURANCE TO THE�� ORANGE COUNTY, ITS OFFICERS, OFFICIAL AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED UNDER THE ABOVE REFERENCED GENERAL �� LIABILITY INSURANCE POLICIES AND THE COVERAGE AFFORDED THE ADDITIONAL INSURED UNDER THESE POLICIES SHALL BE PRIMARY AND NON- LIABILITY AND AUTOMOBILE�� �� �� �� �� �� �� �� WAIVER OF SUBROGATION IS EFFECTUAL WHERE REQUIRED BY WRITTEN CONTRACT. �� �� INSURED BUT ONLY WITH�� �� �� �� �� �� �� 2 Morristown Certificate of Liability Insurance �� �� �� �� IF THESE POLICIES ARE CANCELLED FOR ANY REASON OTHER THAN NON-PAYMENT OF PREMIUM, THE INSURER WILL DELIVER NOTICE OF CANCELLATION TO �� �� �� �� �� �� �� RESPECT TO ALL WORK PERFORMED BY AND ON BEHALF OF THE NAMED INSURED, SIEMENS INDUSTRY, INC. FOR CERTIFICATE HOLDER UNDER CONTRACT. �� THE CERTIFICATE HOLDER UP�� �� �� �� �� 25 �� RE: JOB NO. N/A�� �� �� UMBRELLA IS FOLLOW FORM OF PRIMARY SUBJECT TO POLICY TERMS, CONDITIONS AND EXCLUSIONS. �� �� 1000 DEERFIELD PARKWAY��SIEMENS INDUSTRY, INC.�� �� BUFFALO GROVE,IL 60089-4513�� �� TO 60 DAYS PRIOR TO THE CANCELLATION OR AS REQUIRED BY WRITTEN CONTRACT, WHICHEVER IS LESS. �� �� 2 CN102147003 �� �� �� �� Docusign Envelope ID: 5F68D13E-7D54-4A62-A443-4829C4B9AEF0Docusign Envelope ID: E304BB4D-1B71-4BD0-AE1E-746F35B4C7A8Docusign Envelope ID: 080EE868-56FB-44FF-99A4-0973BD9C183B