Contract - Heat Transfer Solutions Inc. - 8/25/2022 CITY OF ROUND ROCK AGREEMENT FOR
PURCHASE OF HVAC EQUIPMENT AND SERVICES
WITH
HEAT TRANSFER SOLUTIONS, INC.
THE STATE OF TEXAS §
CITY OF ROI ND ROCK § KNOW ALL BY THESE PRESENTS:
COUNTY OF WILLIAMSON §
COUNTY OF TRAVIS §
THAT THIS AGREEMENT for the purchase of HVAC equipment and services, and for
related good rind services (referred to herein as the "Agreement"), is made and entered into on
this the day of the month of 6 . 2022 by and between the CITY OF
ROUND ROCK. a Texas borne-rule inUnicipahly. whose offices are located at 221 East Main
Street. Round Rock, Texas 78664-5299 (referred to herein as the '`City"). and HEAT
TRANSFER SOLUTIONS. INC.. whose offices are located at 330 Yale Street. Houston, Texas
77018 (referred to herein as "Vendor").
RECITALS:
WHEREAS, City desires to purchase certain purchase of HVAC equipment and
services; and
WHEREAS, City is a member of the National Cooperative Purchasing Alliance
("NCPA'') and Vendor is an approved NCPA vendor through Contract No. 02-84; and
WHEREAS, City desires to purchase certain goods and services fi-om Vendor through
Buy Board as set forth herein, and
WHEREAS, the parties desire to enter into this Agreement to set forth in writing their
respective rights, duties. and obligations;
NOW. THEREFORE. WITNESSETH:
That for and in consideration of the mutual promises contained herein and other good and
valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is
mutually agreed between the parties as follows:
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1.01 DEFINITIONS
A. Agreement means the binding legal contract between City and Vendor whereby
City agrees to buy specified services and Vendor is obligated to provide said services.
B. City means the City of Round Rock. Williamson and Travis Counties. Texas.
C. Effective Date means the date upon which the binding signatures of both parties
to this Agreement are affixed.
D. Force Majeure means acts of God, strikes, lockouts, or other industrial
disturbances, acts of the public enemy. orders of any kind from the government of the United
States or the State of Texas or any civil or military authority, insurrections. riots, epidemics.
landslides. lightning, earthquakes, fires, hurricanes, storms. floods, restraint of the government
and the people, civil disturbances. explosions, or other causes not reasonably within the control
of the party claiming such inability.
E. Goods mean the specified supplies. materials, commodities, or equipment.
F. Services mean work performed to meet a demand or effort by Vendor to comply
with promised delivery dates, specifications. and technical assistance specified.
2.01 EFFECTIVE DATE AND TERM
A. This Agreement shall be effective on the date this Agreement has been signed by
each party hereto, and shall remain in full force and effect unless and until it expires by operation
of the term indicated herein, or is terminated or extended as provided herein.
B. This Agreement shall terminate on August 31. 2025.
C. City reserves the right to review the relationship with Vendor at any time, and
may elect to terminate this Agreement with or without cause or may elect to continue.
3.01 CONTRACT DOCUMENTS AND EXHIBITS
The goods and services which are the subject matter of this Agreement are described in
Exhibit "A," attached hereto and incorporated herein by reference for all purposes. and, together
with this Agreement. comprise the Contract Documents.
4.01 ITEMS AWARDED
Vendor shall satisfactorily deliver the goods and services requested by the City at the
pricing set forth in Exhibit "A."
This Agreement shall evidence the entire understanding and agreement between the
parties and shall supersede any prior proposals, correspondence. or discussions. A change in the
Scope of Services must be negotiated and agreed to in all relevant details. and must be embodied
in a valid written Supplemental Agreement executed by both parties.
5.01 CONTRACT AMOUNT
In consideration for the deliverables and services related to the deliverables. the City
agrees to pay Vendor an amount not-to-exceed Six Hundred Thousand and No/100 Dollars
($600,000.00) for the goods and services set forth in Exhibit "A.-
6.01 INVOICES
All invoices shall include, at a minimum, the following information:
A. Name and address of Vendor;
B. Purchase Order Number:
C. Description and quantity of items received or services provided; and
D. Delivery or performance dates.
7.01 NON-APPROPRIATION AND FISCAL FUNDING
This Agreement is a commitment of City's current revenues only. It is understood and
agreed that City shall have the right to terminate this Agreement at the end of any City fiscal year
if the governing body of City does not appropriate funds sufficient to purchase the services as
determined by City's budget for the fiscal year in question. City may affect such termination by
giving Vendor a written notice of termination at the end of its then current fiscal year.
8.01 PROMPT PAYMENT POLICY
In accordance with Chapter 2251. V.T.C.A., Texas Government Code, payment to
Vendor will be made within thirty (30) days of the day on which City receives the performance.
supplies, materials, equipment. and/or deliverables. or within thirty (30) days of the day on
which the performance of services was complete, or within thirty (30) days of the day on which
City receives a correct invoice for the performance andior deliverables or services. whichever is
later. Vendor may charge interest on an overdue payment at the "rate in effect" on September 1
of the fiscal year in which the payment becomes overdue, in accordance with V.T.C.A.. Texas
Government Code. Section 2251.025(b): however, this Policy does not apply to payments made
by City in the event:
A. There is a bona tide dispute between City and Vendor, a contractor, subcontractor
or supplier about the goods delivered or the service performed that cause the
payment to be late; or
B. The terms of a federal contract, grant. regulation, or statute prevent City from
making a timely payment with federal funds; or
C. There is a bona fide dispute between Vendor and a subcontractor or between a
subcontractor and its supplier about the goods delivered or the service performed
that causes the payment to be late; or
D. Invoices are not mailed to City in strict accordance with instructions. if any. on
the purchase order or the Agreement or other such contractual agreement.
9.01 GRATUITIES AND BRIBES
City may, by written notice to Vendor. cancel this Agreement without liability to Vendor
if it is determined by City that gratuities or bribes in the form of entertainment. gifts. or
otherwise were offered or given by Vendor or its agents or representatives to any City officer.
employee or elected representative with respect to the performance of this Agreement. In
addition. Vendor may be subject to penalties stated in Title 8 of the Texas Penal Code.
10.01 TAXES
City is exempt from Federal Excise and State Sales Tax: therefore. tax shall not be
included in Vendor's charges.
11.01 ORDERS PLACED WITH ALTERNATE SERVICES PROVIDERS
If Vendor cannot provide the goods as specified. City reserves the right and option to
obtain the products from another supplier or suppliers.
12.01 CITY'S REPRESENTATIVE
City hereby designates the following representative authorized to act in its behalf with
regard to this Agreement:
Corey Amidon
Manager— Facility Maintenance
General Services Department
212 Commerce Cove
Round Rock. Texas 78664
(512) 341-3144
13.01 INSURANCE
Vendor shall meet all City of Round Rock Insurance Requirements as set forth at:
https:l/www.roundrocktexas.gov/wp-content/uploads/2020/07-'I nsurance-Requirements-l.pdf
4
14.01 RICHT TO ASSURANCE
Whenever either party to this Agreement. in good faith. has reason to question the other
party's intent to perform hereunder. then demand may be made to the other party for written
assurance of the intent to perform. In the event that no written assurance is given within the
reasonable time specified when demand is made. then and in that event the demanding party may
treat such failure as an anticipatory repudiation of this Agreement.
15.01 DEFAULT
If Vendor abandons or defaults under this Agreement and is a cause of City purchasing
the specified goods elsewhere. Vendor agrees that it may be charged the difference in cost. if
any. and that it will not be considered in the re-advertisement of the service and that it may not
be considered in future bids for the same type of work unless the scope of work is significantly
changed.
Vendor shall be declared in default of this Agreement if it does any of the following:
A. Fails to fully. timely and faithfully perform any of its material obligations
under this Agreement;
B. Fails to provide adequate assurance of performance under the "Right to
Assurance" section herein; or
C. Becomes insolvent or seeks relief under the bankruptcy laws of the United
States.
16.01 TERMINATION AND SUSPENSION
A. City has the right to terminate this Agreement, in whole or in part. for
convenience and without cause. at any time upon thirty (30) days' written notice to Vendor.
B. In the event of any default by Vendor. City has the right to terminate this
Agreement for cause. upon ten (10) days' written notice to Vendor.
C. Vendor has the right to terminate this Agreement only for cause. that being in the
event of a material and substantial breach by City. or by mutual agreement to terminate
evidenced in writing by and between the parties.
D. In the event City terminates under subsections (A) or (B) of this section. the
following shall apply: Upon City's delivery of the referenced notice to Vendor. Vendor shall
discontinue all services in connection with the performance of this Agreement and shall proceed
to cancel promptly all existing orders and contracts insofar as such orders and contracts are
chargeable to this Agreement. Within thirty (30) days after such notice of termination. Vendor
shall submit a statement showing in detail the goods and/or services satisfactorily performed
under this Agreement to the date of termination. City shall then pa) Vendor that portion of the
5
charges. if undisputed. The parties agree that Vendor is not entitled to compensation for services
it would have performed under the remaining term of the Agreement except as provided herein.
17.01 INDEMNIFICATION
Vendor shall defend (at the option of City), indemnify, and hold City, its successors.
assigns, officers. employees and elected officials harmless from and against all suits, actions.
legal proceedings. claims. demands. damages. costs. expenses, attorney's fees, and any and all
other costs or fees arising out of. or incident to, concerning or resulting from the fault of Vendor.
or Vendor's agents, employees or subcontractors, in the performance of Vendor's obligations
under this Agreement. no matter how, or to whom, such loss may occur. Nothing herein shall be
deemed to limit the rights of City or Vendor (including, but not limited to the right to seek
contribution) against any third party who may be liable for an indemnified claim.
18.01 COMPLIANCE WITH LAWS, CHARTER AND ORDINANCES
A. Vendor, its agents. employees and subcontractors shall use best efforts to comply
with all applicable federal and state laws, the Charter and Ordinances of the City of Round Rock.
as amended, and with all applicable rules and regulations promulgated by local. state and
national boards, bureaus and agencies.
B. In accordance with Chapter 2271, Texas Government Code, a governmental entity
may not enter into a contract with a company for goods and services unless the contract contains
written verification from the company that it: (I) does not boycott Israel; and (2) will not boycott
Israel during the term of a contract. The signatory executing this Agreement on behalf of
Vendor verifies that Vendor does not boycott Israel and will not boycott Israel during the term of
this Agreement.
C. In accordance with 2274. Texas Government Code, a governmental entity may
not enter into a contract with a company with at least ten (10) full-time employees for a value of
at least One Hundred Thousand and No.'100 Dollars ($100,000.00) unless the contract has
provision in the contract verifying that it: (1) does not have a practice, policy. guidance, or
directive that discriminates against a firearm entity or firearm trade association, and (2) will not
discriminate during the term of the contract against a firearm entity or firearm trade association.
The signatory executing this Agreement on behalf of Vendor verifies Vendor does not have a
practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade
association. and it will not discriminate during the term of this Agreement against a firearm
entity or firearm trade association.
D. In accordance with 2274. Texas Government Code, a governmental entity may
not enter into a contract with a company with at least ten (10) full-time employees for a value of
at least One Hundred Thousand and No.100 Dollars ($100,000.00) unless the contract has
provision in the contract verifying that it: (I) does not boycott energy companies, and (2) will not
boycott energy companies during the term of this Agreement. The signatory executing this
Agreement on behalf of Vendor verifies Vendor does not boycott energy companies. and it will
not boycott energy companies during the term of this Agreement.
6
19.01 ASSIGNMENT AND DELEGATION
The parties each hereby bind themselves, their successors, assigns and legal
representatives to each other with respect to the terms of this Agreement. Neither party shall
assign. sublet or transfer any interest in this Agreement without prior written authorization of the
other party.
20.01 NOTICES
All notices and other communications in connection with this Agreement shall be in
writing and shall be considered given as follows:
I. When delivered personally to the recipient's address as stated in this Agreement;
or
2. Three (3) days after being deposited in the United States mail. with postage
prepaid to the recipient's address as stated in this Agreement.
Notice to Vendor:
Heat Transfer Solutions Inc.
3350 Yale Street
Houston. Texas 77018
Notice to City:
City Manager Stephan L. Sheets. City Attorney
221 East Main Street AND TO: 309 East Main Street
Round Rock. TX 78664 Round Rock. TX 78664
Nothing contained herein shall be construed to restrict the transmission of routine
communications between representatives of City and Vendor.
21.01 APPLICABLE LAW AND ENFORCEMENT AND VENUE
This Agreement shall be enforceable in Round Rock. Texas. and if legal action is
necessary by either party with respect to the enforcement of any or all of the terms or conditions
herein. exclusive venue for same shall lie in Williamson County. Texas. This Agreement shall be
governed by and construed in accordance with the laws and court decisions of the State of Texas.
22.01 EXCLUSIVE AGREEMENT
This document. and all appended documents. constitutes the entire Agreement between
Vendor and City. This Agreement may only be amended or supplemented by mutual agreement
of the parties hereto in writing. duly authorized by action of the City Manager or City Council.
7
23.01 DISPUTE RESOLUTION
Cit? and Vendor hereby expressly agree that no claims or disputes between the parties
arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration
proceeding. including without limitation, any proceeding under the Federal Arbitration Act (9
USC Section 1-14) or any applicable state arbitration statute.
24.01 SEVERABILITY
The invalidity. illegality, or unenforceability of any provision of this Agreement or the
occurrence of any event rendering any portion or provision of this Agreement void shall in no
way affect the validity or enforceability of any other portion or provision of this Agreement. Any
void provision shall be deemed severed from this Agreement, and the balance of this Agreement
shall be construed and enforced as if this Agreement did not contain the particular portion or
provision held to be void. The parties further agree to amend this Agreement to replace any
stricken provision with a valid provision that comes as close as possible to the intent of the
stricken provision. The provisions of this section shall not prevent this entire Agreement from
being void should a provision which is of the essence of this Agreement be determined void.
25.01 MISCELLANEOUS PROVISIONS
Standard of Care. Vendor represents that it employs trained, experienced and
competent persons to perform all of the services, responsibilities and duties specified herein and
that such services, responsibilities and duties shall be performed in a manner according to
generally accepted industry practices.
Time is of the Essence. Vendor understands and agrees that time is of the essence and
that any failure of Vendor to fulfill obligations for each portion of this Agreement within the
agreed timeframes will constitute a material breach of this Agreement. Vendor shall be fully
responsible for its delays or for failures to use best efforts in accordance with the terms of this
Agreement. Where damage is caused to City due to Vendor's failure to perform in these
circumstances. City may pursue any remedy available without waiver of any of City's additional
legal rights or remedies.
Force Majeure. Neither City nor Vendor shall be deemed in violation of this Agreement
if it is prevented from performing any of its obligations hereunder by reasons for which it is not
responsible as defined herein. However. notice of such impediment or delay in performance must
be timely given and all reasonable efforts undertaken to mitigate its effects.
Multiple Counterparts. This Agreement may be executed in multiple counterparts, any
one of which shall be considered an original of this document: and all of which, when taken
together, shall constitute one and the same instrument.
8
IN WITNESS WHEREOF, City and Vendor have executed this Agreement on the dates
indicated.
City of Round Rocks Texas Heat Transfer Se,utions, Inc.
By: By:
Printed Name: r_ s A a a Printed Name: yo e-,\
Title: Title: l Po. ra��cXa QArS a•-d
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Date Signed: 'RI ZSIZ Z_ Date Signed: WS 2a2Z
Attest.
By. Jr �,�\��— ��' 1
Meagan Spiny. City C rk
For City A proved as to Form:
By:4gligg-R , N
Stepha L. Sheets, City Attorney
Exhibit "A"
Product/Services Specifications
Effective Date:July 22,2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g.,modular,
outside/inside,S&T Heat
Recovery,Humidity Variable Refrigerant Flow,Multi Split Type Air Conditioners
Control,Heat Wheel,Heat
Pipe, Heat Exchangers)
Brand Name(s) Daikin
Heating Medium(Electric, DX(Heat Pump, Heat Recovery)
Gas,Steam,Hot Water)
Cooling Medium (DX,
Chilled Water) DX
Capacity Range(CFM Scalable systems—6 Tons and up
and/or MBH)
Standard Warranty(Parts 1"Year Parts Warranty
&Labor)
Optional Warranty
(components covered& Extended Parts and/or Labor Warranties are available to meet specific project
requirements
Labor)
Estimated Lead/Delivery
Time Approximately 6-10 weeks depending on product size and features
Location of Manufacturing Houston,TX and other locations world-wide
(City,State or Country)
Range of Efficiencies Up to 4.41 COP
Estimated Market Share 50%
(North America)
Provide example data on
each type of product http.(,(www.daikin.corn/products(ajineup/vry/index.html
provided
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Pricing Information
Discount Off Catalog/Price List 35.5%off of List Price
(%)
Reasonable Expected GM (%) N/A
Discount Off List—Stock Item N/A
Discount off List—Quick Ship N/A
Tab 5—Products and Services PPRP 1
Exhibit "A"
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Product/Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: Incke Energy
Name of Person Completing Form:
Product Information
Building metering platforms and Gathers billing data from utilities via EDI and other methods in order to
energy data gathering solutions deliver a platform that can be used to view and run reporting on an
enterprise level.
Supplier Names Incite Energy
Cost of Analysis $4.00/per meter per account
Material Markets TX Markets include: Houston, Dallas,Corpus Christi,Midland,Odessa
Other states where service is available:IL,OH,PA,NY, N1,MA,MD and DC
Other services Ability to audit for accuracy and report on key items for management
decision making
Reporting A monthly report on Energy spend and budget is distributed
Estimated Lead Time for Pricing 3 days to 1 week depending on the Market/State
Office Locations Houston, Dallas and Philadelphia
Product Benefits Reduction of energy rate,tracking/budgeting of cost and billing data
Demand Response provides revenue to customer for reducing energy at
peak time
Provide example data on each type HTS gathers billing data from utilities via EDI and other methods in order
of product provided to deliver a platform that can be used to view and run reporting on an
enterprise level.
Detail reatures&Benefits See attached on product data
PricinR Information
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Reasonable Expected GM %)
Discount Off List—Stock Item n/a
Discount off List Quick Ship n/a
Tab 5—Products and Services Page 1
Exhibit "A"
wMa
Product/Services Specifications
Effective Date:July 22, 2020
Name of Rep HTS
Firm:
Name of Person
Completing
Form:
HVAC Specialty Products
Product Information
Type(e.g.,
modular,
outside/inside,
SO Heat
Recovery, Water Source Heat Pump Units
Humidity
Control,Heat
Wheel, Heat
Pipe, Heat
Exchangers)
Brand Names Daikin Applied
Heating
Medium
(Electric,Gas, Electric, Geothermal
Steam,Hot
Water)
Cooling
Medium(DX, Electric,Geothermal
Chilled Water)
Capacity
Range(CFM 1/2 Ton through 35 Tons
and/or MBH
Standard
Warranty I"Year Parts Warranty
(Parts&
Labor)
Optional
Warranty Extended Paas and/or Labor Warranties are available to meet specific project
(components
requirements
covered&
Labor)
Estimated
Lead/Delivery Approximately 6-10 weeks depending on product size and features
Time
Tab 5—Products and Services 3
Exhibit "A"
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.
Location of
Manufacturing
(City,State or Auburn, NY
Country)
Range of Up to 22.2 EER
Efficiencies
Estimated
Market Share
25%
(North
America
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Benefits
Pricing Information
Discount Off
Catalog/Price 35.5%off calculated List Price
List(%)
Reasonable
Expected GM N/A
(%)
Discount Off N/A
List—Stock
Item
Discount off N/A
List-Quick
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Tab 5-Products and Services t>,EL 2
Exhibit "A"
is,
Product/Services Specifications
Effective Date:July 22, 2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g., modular,
outside/inside,S&T Heat Recovery,
Humidity Control,Heat Wheel, Heat Recovery Water Heaters
Heat Pipe, Heat Exchan ers
Brand Names Daikin Applied -Tem lifier•
Heating Medium(Electric,Gas,
Steam,Hot Water Electric(Heat Recovery)
Cooling Medium(DX,Chilled Chilled Water
Water
Capacity Range CFM and/or MBH 600 MBH up to 18,000 MBH
Standard Warranty(Parts&Labor) 1"Year Parts Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered&Labor) project requirements
Estimated Lead/Delivery Time Approximately 12 14 weeks depending on pEoduct sire and features
Location of Manufacturing(City,
State or Country) Staunton,VA
Range of Efficiencies Up to 5.0 COP
Estimated Market Share(North N/A
America
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Pricing Information
Discount Off Catalog/Price List(%) 35.5%off of List Price
Reasonable Expected GM (%) N/A
Discount Off List-Stock Item N/A
Discount off List-Quick Ship N/A
Tab 5 Products and Services Pagc ]
Exhibit "A"
Product/Services Specifications
Effective Date: July 22,2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g.,modular,
outside/inside,S&T Heat Recovery, Variable Refrigerant Flow, Multi Split Type Air Conditioners
Humidity Control, Heat Wheel,
Heat Pipe,Heat Exchangers)
Brand Name(s) j Daikin VRV• S
Heating Medium(Electric,Gas,
Steam,Hot Water) DX(Heat Pump,Heat Recovery)
Cooling Medium(DX,Chilled DX
Water)
Capacity Range(CFM and/or MBH) Scalable systems- 6 Tons and up
Standard Warranty(Parts&Labor) I PI Year Parts Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered& Labor) - project requirements
Estimated Lead/Delivery Time Approximately 6-10 weeks depending on product size and features
Location of Manufacturing(City,
State or Country) Houston,TX and other locations world wide
Range of Efficiencies Up to 4.41 COP
Estimated Market Share(North 50%
America)
Provide example data on each type
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of product provided
Detail Features& Benefits http://www.daikinac,comJcpntentLcommercial/yndvrv-iv/
Pricing Information
Discount Off Catalog/Price List(%) I 35.5%off of List Price
Reasonable Expected GM (%) I N/A
Discount Off List—Stock Item I N/A
Discount off List—Quick Ship N/A
Tab 5—Products and Services P.35p 1
Exhibit "A"
Product/Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: Incite Ener
Name of Person Completing Form:
Product Information
Electricity production from Solar,wind,geothermal,etc.
renewable energy sources
Supplier Name(s) Incite Energy
Cost of Analysis No upfront cost.Fees paid by suppliers
Material Markets T(Markets include:Houston,Dallas,Corpus Christi, Midland, Odessa
Other states where service is available: IL,OH, PA, NY, NJ,MA,MD and DC
Other services Bill Management and Demand Response
Reporting
Estimated Lead Time for Pricing 3 days to 1 week depending on the Market/State
Office Locations Houston, Dallas and Philadelphia
Product Benefits
Source renewable energy and provide 100%green power via the
purchase of renewable energy credits_
Provide example data on each type See attached
of product provided
Detail Features&Benefits 4 See attached on product data
Pricing Information
Discount off brokerage Services(°i6) 20016
Reasonable Expected GM
Discount Off List Stock Item n/a
Discount off List Quick Ship n/a
Tab 5-Products and Services r,7e
Exhibit "A"
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Product/Services Seecifications
Effective Date:July 22 2020
Name of Rep Firm: HTS —
Name of Person Completing Form:
Air Handling_...__..__
Product Information
Type(e.g. central station- �
manufactured or custom makeup Custom Air Handling Units
air fan, filter,coil sections)
Brand Names Haakon
Fan Types(e.g.Backward incline,
Forward curve,aiifoil) All available—SWSI,DWDI,AF,BI, FC, Plenum
Capacity Range[CFM 100 - 150,000 CFM
Heating Medium(Electric,Gas,
A' available options electric,steam,gas,hoc water
Steam, Hot Water)
Cooling Medium(DX,Chilled A;r available options Chilled water, DX,Evaporative cooled
Water
Standard Warranty(Parts&Labor) 1 year parts and labor
Optional Warranty(components
Yes, this is available
covered& labor)
Estimated Lead/Delivery Time 12-18 weeks depending on com lexity and components
Location of Manufacturing(City,
Cheney,WA and Kingston,ON
State or Country)
Estimated Market Share(North
America) Unknown
Provide example data on each type Submittals available on request
of product provided
Custom air units,configurations, non-standard materials and
Detail Features&Benefits components, high CFM's, tight fit custom dimensions, tear down kit
units, higher CFM energy recovery units
Pricing Information _
Discount Off Catalo /Price List{%) 10%off list price
Reasonable Expected GM (%) N/A
Discount Off List - Stock Item N/A
Discount off List Quick Ship N/A
Tab 5 Products and Services Page 1
Exhibit "A"
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Product/Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: Incite Energy
Name of Person Completing Form:
Product Information
Operational efficiency and Energy Analytics Software and account representatives provide
performance based services recommendations on how to run more efficient)
Supplier Nameisy Incite Ener.y
Cost of Analysis No upfront cost.Fees aid by suppliers
Material Markets TX Markets include: Houston,Dallas,Corpus Christi,Midland,Odessa.
Other states where service is available:IL,OH,PA,NY, NJ,MA,MD and DC
Other services Monitors both real time and historical energy demand
Manages energy efficiently, in real time,across facilities
Maximizes savings in both peak load and off-peak energy costs
Enables analysis to reduce facilityenerigy related operating costs
Reporting A monthly report on Enemy st)end and budget is distributed
Estimated Lead Time for Pricing 1 week 3 weeks dependin6 on the Market/State
Office Locations Houston, Dallas and Philadelphia
Product Benefits Reduction of energy demand rates,tracking/budgeting of cost and billing
data. Demand Response provides revenue to customer for reducing
energy at peak time
Provide example data on each type See attached
of product provided
Detail Features& Benefits See attached on product data
Pricing Information
Discount off brokerage Services n/a
Reasonable Expected GM(46} n/a
Discount Off list-Stock item nja
Discount off List Quick Ship n/a
Tab 5 Products and Services Page 1
Exhibit "A"
x
Product/Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: Incite Energy
Name of Person Completing Form:
Product Information
Real Time Energy Data Analytics Informs energy strategy and tactical decision making
Supplier Namels) Incite Energy
Cost of Analysis Real time metering box 51,500 onetime fee and Sa per meter/account per
month
Material Markets TX Markets include: Houston, Dallas,Corpus Christi, Midland, Odessa.
Other states where service is available: IL,OH,PA, NY,NJ, MA,MD and DC
Other services Monitors both real time and historical energy demand
Manages energy efficiently, in real time,across facilities
Maximizes savings in both peak load and off-peak energy costs
Enables analysis to reduce facility energy related operating costs
Reporting A monthly report on Ener y spend and budget is distributed
Estimated Lead Time for Pricing 1 week-3 weeks depending on the Market/State
Office Locations Houston, Dallas and Philadelphia
Product Benefits Reduction of energy rate, tracking/budgeting of cost and billing data.
Demand Response provides revenue to customer for reducing energy at
peak time
Provide example data on each type See attached
of product provided
Detail features&Benefits See attached on product data
Pricing Information
Discount off brokerage Services 96 n/a
Reasonable Expected GM(%)
Discount Off List-Stock Item n/a
Discount off List-Quick Ship n/a
Tab 5-Products and Services Kjec• 1
Exhibit "A"
LWONENN-F-511
Product/Services Specifications
Effective Date:My 22, 2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type (e.g.,modular,
outside/inside,S&T heat
Recovery,Humidity Control, Thermal Storage Systems
Heat Wheel, Heat Pipe,
Heat Exchangers)
Brand Name(s) PhaseChan a Energy Solutions (Formerly Fafco)
Heating Medium(Electric, N/A
Gas, Steam, Hot Water)
Cooling Medium(DX, Water
Chilled Water
Capacity Range(CFM
and/or MBH) Custom
Standard Warranty(Parts& 1"Year Parts Warranty
Labor)
Optional Warranty Extended Parts and/or Labor Warranties are available to meet specific project
(components covered& requirements
Labor)
Estimated Lead/Delivery Approximately 12 weeks depending on product size and features
Time
Location of Manufacturing Chico,CA
(City, State or Country)
Range of Efficiencies N/A
Estimated Market Share 25%
North America
Provide example data on
each type of product http�www.hts.com(texas/manufacturer/Phase-chance-energy_
rovided solutions ?l=austin
Detail Features&Benefits https::: www.hts.com/ttasLmanufacturerlphase-change-energ
solutions ?1=austin
Pricing Information
Discount Off Catalog/Price 10%off of calculated List Price
List(%)
Reasonable Expected GM N/A
(%
Discount Off List -Stock N/A
Item
Discount off List Quick N/A
Ship
Tab 5 -Products and Services ag 1
Exhibit "A"
H.
Value Add-Product/Services Specifications
Effective Date:July 22,2020
Name of Rep Firm: EES Consulting
Name of Person Completing Form:
Product Information
Comprehensive Assessment Detailed inventory of each measure as a whole,entire facility
Energy Efficiency Measures Lighting, windows, roofing,water conservation,CHP,Solar, PFC,
Refrigeration,and Building OS
Pricing $0.10 per square foot of facility
Proposal details Detailed proposal for all measures including turnkey pricing,
estimated annual savings, and available rebates.
Estimated timeframe 3-4 weeks from initial walkthrough to proposal completion
Provide example data on each type
Provided as needed
of product provided
Detail Features&Benefits Provided as needed
Pricing information
Discount Off Catalog/Pi ice List(%) n/a
Reasonable Expected GM(%) n/a
Discount Off List Stock Item f n/a
Discount off List Quick Ship I n/a
Value Add Products and Services Page 1
Exhibit "A"
Value Add—Product/Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: EES Consulting
Name of Person Completing Form:
Product Information
Intro Assessment Tour facility and give high level retrofit recommendations
Energy Efficiency Measures Lighting, windows, roofing, water conservation, CHP, Solar, PFC,
Refrigeration, and Building OS
Pricing $0.02 per square foot of facility
Proposal details I Measure summary with savings ranges
Estimated timeframe 1-2 weeks from initial walkthrough to proposal completion
Provide example data on each type provided as needed
of product provided
Detail Features&Benefits Provided as needed
Pricing Information
Discount Off Catalog/Nice List n/a
Reasonable Expected GM(%) n/a
Discount Off List—Stock Item n/a
Discount off List—Quick Ship n/a
Value Add-Products and Services Nee a
Exhibit "A"
SEEN WA
s,
Value Add—Product/Services Specifications
Effective Date:July 22,2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g.,modular,
outside/inside,S&T Heat Recovery, Modular Fan Array Systems for New and Retrofit Air Handling Units
Humidity Control,Heat Wheel,
Heat Pipe,Heat Exchangers)
Brand Name(s) AcoustiFLO
Heating Medium(Electric,Gas,
Steam,Hot Water) N/A
Cooling Medium(DX,Chilled N/A
Water)
Capacity Ranae CFM and/or MBH Applicable to any Airflow/CFM
Standard Warrant Parts&Labor) 1"Year Parts Warranty
Optional Warranty(components Extended Warranties available to meet specific project requirements
covered&Labor)
Estimated Lead/Delivery Time Approximately B-10 weeks
Location of Manufacturing (City,
State or Country) Boulder,CO
Range of Efficiencies N/A
Estimated Market Share(North N/A
America
Provide example data on each type http-//www.htseng.com/default/products/PID877/resources/Acou
of product provided sti LO% OAII% OMo els° 20B oc ure df
Detail Features&Benefits http://texas.htseng.com relinfostore P_r_o_ductde_taiis.asp?id=247&P
roductlD=877
Pricing Information
Discount Off Catalog/Price List(%) 0.900 Multiplier off of calculated List Price
(seasonable Expected GM %I N/A
Discount Off List—Stock Item N/A
Discount off List Quick Ship N/A
Value Add -Products and Services r,yge 1
Exhibit "A"
aSOMENFRER
W'AK
l,
Value Add—Product/Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: EES Consulting
Name of Person Completing Form:
Product Information
Single Measure Assessment Inventory, recommendation and turnkey quote for measure
Energy Efficiency Measures Lighting, windows, roofing,water conservation,CHP, Solar,PFC,
Refrigeration,and Building OS
Pricing $0.03 per square foot of space for measure
Proposal details Detailed inventory with recommendations, pricing(labor and
material), available rebates, and estimated savings.
Estimated timeframe 2-3 weeks from initial walkthrough to proposal completion
Provide example data on each type provided as needed
of Rroduct provided
Detail Features&Benefits Provided as needed
Pricing Information
Discount Off Catalog/Price List{°/a) n/a
Reasonable Expected GM (%) n/a
Discount Off List-Stock Item n/a
Discount off List-Quick Ship n/a
Value Add Products and Services 4°age i
Exhibit "A"
LLLI
Value Add—Product/Services Specifications
Effective Date:July 22, 2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g., modular,
outside/inside,S&T Heat Recovery,
Pressure Independent Control Valves
Humidity Control,Heat Wheel,
Heat Pipe,Heat Exchangers)
Brand Name(s) Danfoss AB-QM
Heating Medium(Electric,Gas,
Steam,Hot Water) Hot Water
Cooling Medium(DX,Chilled Chilled Water
Water
Capacity Range ICFM and/or MBH N/A
Standard Warranty(Parts& Labor) 1St Year Parts&Labor Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered& Labor) project requirements
Estimated Lead/Delivery Time 6 to 8 Weeks
Location of Manufacturing(City,
Ljubljana,Slovenia
State or Country)
Range of Efficiencies N/A
Estimated Market Share(North I 20%
America
Provide example data on each type h :J/na.heatinp,..danfoss.com/Content fe077442-a037-49d2-ba0b-
of product provided d047ddb1e666 MNU17532231 SIT209.html
Detail Features& Benefits I httnljna.heatinR.danfoss.com/PCMPDFLAB-gM%20Brochure%20
2 RA7A 222 - 206- 2 odf
Pricing Information
Discount Off Catalog/Price List 0.900 Multiplier off of calculated List Price
Reasonable Expected GM(%) N/A
Discount Off List—Stock Item N/A
Discount off List—Quick Ship N/A
Value Add--Products and Services Page 1
Exhibit "A"
7
Value Add—Product/Services Specifications
Effective Date:July 22,2020
Name of Rep Firm: HTS
Name of Person Completing Form:
Inverters
Product Information
Brand Names Danfoss
capacity Range(HP) 1/4 HP thru 1880 HP
Standard Warranty(Parts& Labor) 111 Year Parts& Labor Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered&Labor) project requirements
Estimated Lead/Delivery Time 6 to 8 Weeks for standard commercial applications
Location of Manufacturing(City,
Loves Park, IL&Milwaukee,WI
State or Country)
Estimated Market Share(North
35-45%
America)
Provide example data on each type httu_((www danfoss.com/North America BusinessAreas/DriyesSolutions/
of product provided Products/Frequenc +Df-ives.htm
Detail Features& Benefits htto://www.danfoss.com/N R/rdonlyres 38CE SDI 1-22 DE-4713-8439-
B07B44A14Qj31Q1ViewableQdj 177RO166 CommonProducl Qverview
Web. df
Pricing Information
Discount Off Catalog/Pr ice List(%) 0 900 Multiplier off of calculated List Price
Reasonable Expected GM f96 N/A
Discount Off List—Stock Item N/A
Discount off List—Quick Ship N/A
Value Add-Products and Services Page 1
Exhibit "A"
"INEEMP.W-0
Value Add—Product/Services Specifications
Effective Date:July 22,2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e g., modular,
outside/inside,AT Heat Recovery,
Humidity Control,Heat Wheel, Airflow Valves/Controls for Laboratories and Healthcare Facilities
Heat Pipe,Heat Exchangers)
Brand Name(s) Triatek
Heating Medium(Electric, Gas, N/A
Steam,Hot Water)
Cooling Medium(DX,Chilled N/A
Water)
Ca acit Range(CFM and/or MBH) N/A
Standard Warranty(Parts&Labor) 1"Year Parts Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered&Labor) project requirements
Estimated Lead/Delivery Time Approximate) 6-8 weeks depending on product size and features
Location of Manufacturing(City,
State or Country) Norcross,GA
Range of Efficiencies N/A
Estimated Market Share(North 15%
America
Provide example data on each type httplltriatek.com/venturi valves.html
of product provided httr) Utriatek.com/hms1655 bacnet.htm!
http://triatek.com/fmsl655,html
Detail Features& Benefits t htt .f,(triatek.com/colleees.html
Pricing Information
Discount Off Catalog/Price List 1%) 0.400 Multi lien off of calculated List Price
Reasonable Expected GM % N/A
Discount Off List-Stock Item N/A
Discount off List-Quick Ship N/A
Value Add-Products and Services Page t
Exhibit "A"
V
Value Adis—Predudt-Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: HTS
Name of Person Complaiting Form:
HVAC Specialty Products
Product Information
Type(e.g., modular,
outside/inside,S&T Heat Recovery, Heat Recovery Coils,Wrap-Around Dehumidification Coils,Sensible Heat
Humidity Control,Heat Wheel, Recovery Systems
Heat Pipe,Heat Exchangers)
Brand Name(s) Heat Pipe Technology
Heating Medium(Electric,Gas,
Steam,Hot Water) Refrigerant
Cooling Medium(DX,Chilled
Refrigerant
Water)
Capacity Range(CFM and/or MBH) 500 cfm to 100,000 cfm
Standard Warranty(Parts& Labor) 1'Year Parts Warranty
Optional Warranty(components Extended Parts Warranties are available to meet specific project
covered&Labor) requirements
Estimated Lead/Delivery Time Approximately 8-10 weeks
Location of Manufacturing(City,
State or Country) Tampa, FL
Range of Efficiencies >50%effectiveness
Estimated Market Share(North 40%
America)
Provide example data on each type htto //www.heatpipe.com/HomePage2/HPTEnpineerManual/Tab%
of product provided 202%20-%20Prod ucts PRODUCTS. S f
Detail Features& Benefits htt www.heat t e.com HomePage 21abouth t HeatPioes.html
Pricing Information
Discount Off Catalo /Price List(%1 0.900 Multiplier off of calculated List Price
Reasonable Expected GM(%) N/A
Discount Off List -Stock Item N/A
Discount off List-Quick Ship N/A
Value Add Producss and Services Pa;e 1
Exhibit "A"
k
Value Add--Product/Services Specifications
Effective Date:)uly 22, 2020
Name of Rep Firm: HTS
Name of Person tom pleting Form
HVAC Specialty Products
Product Information
Type(e.g., modular,
outside/inside,AT Heat Recovery, Indoor Packaged and Split Air Conditioning Units; 100%Outside Air Units
Humidity Control, Heat Wheel,
Heat Pi e, Heat Exchangers)
Brand Name(s) United Cool Air
Heating Medium(Electric,Gas, Electric,Steam,Hot Water
Steam,Not Watery
Cooling Medium(DX,Chilled DX,Chilled Water
Water)
Capacity Range(CFM and/or MBH) Custom—One(1)Ton to 70 Tons
Standard Warrant Parts& Labor V Year Parts Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered& Labor) project requirements
Estimated I ead/Delivery Time Approximately 8-10 weeks depending on product size and features
Location of Manufacturing(City, York,PA
State or Country)
Range of Efficiencies N/A
Estimated Market Share(North 10,/0
America)
Provide example data on each type http:/lunitedcoolair com/files�Full%20Line%20Brochure%20(1 lel
of product provided anted df
Detail features& Benefits htt :flunitedcoolair.com/files Total-installed-Cost-Advantages-
Brochure 814 . df
Pricing Information
Discount Off Catalog/Price I ist (%) 0.900 Multiplier off of calculated List Price
Reasonable Expected GM % N/A
Discount Off List—Stock Item N/A
Discount off List -Quick Ship N/A
Value Add- Products and Services p,rar 1
Exhibit "A"
0
Value Add- Product/Services Specifications
Effective Date-July 22, 2020
Name of Rep Firm: Incite Energy
Name of Person Completing Form:
Product Information
Electricity and Natural Gas Service includes management of energy spend in deregulated markets
Procurement
Supplier Name(s) NRG Energy,GDF Suez,Constellation,Direct Energy,Champion Energy
Services
Cost of Analysis No upfront cost. Fees paid by suppliers
Material Markets TX Markets include-Houston,Dallas,Corpus Christi,Midland,Odessa
Other states where service is available.IL,OH,PA, NY,NJ, MA,MD and DC
Other services Bill Management and Demand Response
Reporting A monthly report on Energy spend and budget is distributed
Estimated Lead Time for Pricing 3 days to 1 week depending on the Market/State
Office Locations Houston,Dallas and Philadelphia
Product Benefits Reduction of energy rate,tracking/budgeting of cost and billing data.
Demand Response provides revenue to customer for reducing energy at
peaktime
Provide example data on each type See attached
of product provided
Detail Features&Benefits See attached on product data
Pricing Information
Discount off brokerage Services %1 20%
Reasonable Expected GM(%)
Discount Off List Stock Item n/a
Discount off List -Quick Ship n/a
Appendix 8—TCPN INVC AFP Fade t
Exhibit "A"
Value Add—Product/Services Specifications
Effective Date:Ju ly 22 2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g., modular,
outside/inside,S&T Heat Recovery, Air Rotation Systems
Humidity Control,Heat Wheel,
Heat Pipe,Heat Exchangers)
Brand Name(si Johnson Air Rotation Arizon Companies)
Heating Medium(Electric,Gas, Electric,Gas, Steam,Hot Water
Steam,Hot Water)
Cooling Medium(DX,Chilled DX,Chilled Water
Water)
Ca acit Range CFM and/or MBH Up to 170,000 cfm
Standard Warrant Parts& Labor) 1`t Year Parts Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered&Labor) project requirements
Estimated Lead/Deliv;fy Teme Approximately 10.12 weeks depending on product size and features
Location of Manufacturing(City, St. Louis,MO
State or Country)
Range of Efficiencies N/A
Estimated Market Share(North N/A
America
Provide example data on each type http://www.iohnsonairrotation.com/what-is-air-rotation/general-
of product provided s eu icatio
Detail Features& Benefits htt - AVw.ohnsonairrotation.com advanta es
Pricing Information
Discount Off Catalog/Price List(%) 0 900 Multiplier off of calculated List Price
Reasonable Expected GM % N/A
Discount Off List-Stock Item N/A
Discount off List-Quick Ship N/A
Value Add-Products and Services Pagr. i
Exhibit "A"
Value Add—Product/Services Specifications
Effective Date:July 22 2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g., modular,
outside/inside,S&T Heat Recovery,
Dehumidifiers utilizing Desiccant Wheels
Humidity Control, Heat Wheel,
Heat Pie Heat Exchan ers
Brand Names Munters
Heating Medium(Electric,Gas, All
Steam,Hot Water)
Cooling Medium(DX,Chilled All
Water)
Capacity Ran a CFM and/or MBH Custom
Standard Warranty(Parts&Labor) 1"Year Parts Warranty
Optional Warranty(components Extended Parts and/or Labor Warranties are available to meet specific
covered&Labor) project requirements
Estimated Lead/Delivery Time Approximately 10 weeks depending on product size and features
Location of Manufacturing(City,
Selma,TX&Buena Vista,VA
State or Country)
Range of Efficiencies N A
Estimated Market Share(North N/A
America
Provide example data on each type httos//www-munters.com/en/munters/products/dehumidifiers/d
of product provided racool-ery
Detail Features&Benefits htt s. www.munters.com/enlabout-usZeneria-efficeiency/
Pricing Information
Discount Off Catalog/Price List (%) 0,900 Multiplier off of calculated List Price
Reasonable Ex ectedGM % N/A
Discount Off List Stock Item N/A
Discount off Lost Quick Ship N/A
Value Add-Products and Services P,1gr i
Exhibit "A"
Value Add--product/Services Specifications
Effective Date:July 22, 2020
Name of Rep Firm: HTS
Name of Person Completing form:
HVAC Specialty Products
Product Information
Type(e.g_, modular,
outside/inside,S&T Heat Recovery, Air Cleaning Systems
Humidity Control,Heat Wheel,
Heat Pipe,Heat Exchangers)
Brand Names Dynamic Air Quality Solutions
Heating Medium(Electric, Gas, N/A
Steam,Hot Water)
Cooling Medium(OX,Chilled N/A
Water
Capacity Ranrte CFM and/or MBH Applicable to any Airflow/CFM
Standard Warranty(Parts& Labor) S Year Parts Warranty
Optional Warranty(components ( Extended Warranties available to meet specific project requirements
covered&Labor)
Estimated Lead/Delivery Time Approximately 6 weeks
Location of Manufacturing(City,
State or Country) Princeton,N1
Range of Efficiencies f N/A
Estimated Market Share(North N/A
America
Provide example data on each type http:/lwww.dynamicags_.c_omlcommercial/index.php?option=com
of product providedocadownl ad&view= ate ory&id=3k&LeMtd=20A
Detail Features&Benefits http://www.dynamicags.com/commercial/index. )h ?ogtion=com
content&view=article&id=97<emid=228
Pricing Information
Discount Off Catalog/Price List(%) 0.900 Multiplier off of calculated List Price
Reasonable Expected GM % N/A
Discount Off List-Stock Item N/A
Discount off List -Quick Ship N/A
Value Add -Products and Services p 1
Exhibit "A"
d
P
Value Add—Product/Services Specifications
Effective Date:July 22, 2020
Name of Rep Firm: HTS
Name of Person Completing Form:
HVAC Specialty Products
Product Information
Type(e.g., modular,
outside/inside,S&T Heat Recovery,
Air Cleaning/Purification Systems
Humidity Control,Heat Wheel,
Heat Pipe,Heat Exchangers]
Brand Names Global Plasma Solutions
Heating Medium(Electric, Gas,
Steam,Hot Water) N/A
Cooling Medium(DX,Chilled N/A
Water)
Capacity Range CFM and/or MBH Applicable to any Airflow/CFM
Standard Warranty(Parts&Labor) V Year Parts Warranty
Optional Warranty(components Extended Parts Warranties are available to meet specific project
covered&Labor) requirements
Estimated Lead/Delivery Time Approximately 6-8 weeks
Location of Manufacturing(City, Savannah,GA
State or Country)
Range of Efficiencies N/A
Estimated Market Share(North N/A
America
Provide example data on each type https://Rpshvac.com/needlepoint-ionizatioE?Z
of product provided
Detail Features&Benefits https://g shyac.com/plasma-data/;
htt s: shyac.com/ashrAIL,62
Pricing Information
Discount Off Catalog/Price List(%) 0.900 Multiplier off of calculated List Price
Reasonable Expected GM (rb) N/A
Discount Off List Stock Item N/A
Discount off List Quick Ship N/A
Value Add-Products and Services Page t
Exhibit "A"
Labor Billing Rates
Effective Date:
Classification Hourly Rate
Architectural n/a
Asbestos Worker n/a
Delivery Personnel 115
Electricians 175
Engineering Design 200
Heavy Equipment Operators/ Crane 200
HVAC Pipefitter/Installer 125
HVAC Service Technician 140
HVAC Controls Technician (BMS) 160
HVAC Field Supervisor 175
Insulators 120
Project Manager 250
Roofers n/a
Sheet Metal Workers 120
Test & Balance Technician n/a
Miscellaneous Material Margins 20%
Labor Coefficient 1.0
Notes:
All labor rates are based on standard hours
Overtime Rates (Afterhours, Saturday): x Standard Rates
Overtime Rates (Sundays, Holidays): x Standard Rates
Per Diem Rates: /Day/ Person (when required)
/Day/ Person (AK & HI)
Minimum charge of hours for all overtime work.
Rates will be adjusted annually at renewal date based on the following formula:
o % Field labor adjustment factor change from the previous year:
o % material price index change from the previous year:
o %office and operating expense changes from the previous year:
Final Approval upon NCPA's discretion
Labor Wage Classification
Worker Classification Definition Sheet
Architectural Professional Licensed designer providing
Architectural drawings
Asbestos Worker Worker who removes &disposes of asbestos
materials
Exhibit "A"
Delivery Personnel Worker who can deliver materials to other HVAC
personnel as well as work as a second man on jobs if
necessary.
Electricians Skilled craftsman who installs or repairs electrical
wiring & devices. Includes fire alarm systems and
HVAC electrical controls.
Elevator Mechanics Craftsman skilled in the installation & maintenance
of elevators
Engineering Design Professional Licensed Engineer who layouts HVAC,
Plumbing, Electrical, Structural or Civil systems
Heavy Equipment Operators Includes, but not limited to, all Cat tractors, all
derrick-powered, all power operated cranes, back
hoe, back filler, power operated shovel, winch truck,
all trenching machines
HVAC Pipefitter/Installer Worker who is capable of working on large
commercial up to 3000 tons
HVAC Service Technician Worker who is trained in servicing HVAC equipment
HVAC Building Automation Technician Worker who is capable of working on low
temperature refrigeration equipment as well as
small commercial equipment under 60 tons
HVAC Field Supervisor Worker who monitors quality as well as provide
technical support to all other HVAC technician skill
levels
Insulators Worker who applies, sprays or installs insulation.
Project Manager Worker who monitors quality as well as provide
technical support to all other HVAC technician skill
levels and is responsible for maintaining project
status and reports
Roofers Worker who installs roofing materials, Bitumen
(asphalt &coal tar)felts,flashings, all types roofing
membranes & associated products
Sheet Metal Workers Worker who installs sheet metal products. Roof
metal, flashings & curbs, ductwork, mechanical
equipment and associated metals
Test & Balance Technician Certified technician per AABC or NEBB standards
trained to perform water and air balance. Also
provides sound and vibration
testing and preparing of certified reports
Miscellaneous Material
o All items not equipment or labor shall be considered miscellaneous material
which will have a maximum margin charged. Since scopes of work vary greatly it
is difficult to set specific margins without complicating the process which is not
in the interest of all parties.
Exhibit "A"
Pricing Compliance Review
The awarded vendor will be expected to participate in the NCPA compliance
review program that included pricing verification. The goal is to provide
transparency and contract compliance for NCPA and the vendor as a 3'd party
independent review.
The process includes a review of the scope of the work narrative by line item
plus any adjustments such as regional discounts, per diem rate, overtime, etc.