Attachment-2 Clima-Tech Service Agreement .pdf

PDF 260 KB Posted

Attached to
Notice of Special Procurement: WebCTRL® Software Subscription and Support Services
Solicitation number
S-DASOBO-00003045
Issued by
Josephine County, Mcminnville City, Oregon

About this file

This document is a service agreement between Deer Ridge Correctional Institution and Clima-Tech Corporation for the provision of building automation system (BAS) hardware and software support services. The agreement commences on 7/1/2021 for a one-year term with an annual 3% price escalation and options to adjust the add-on services during the year or at renewal. The agreement covers a base level of services including telephone technical support, software upgrades, operator training classes, and labor discounts, as well as optional add-on services such as certified training, software services, commissioning services, and miscellaneous onsite services.

The pricing for the base level services is $9,740 annually, invoiced quarterly at $2,435 per quarter. Additional add-on services are priced separately and will be scheduled based on the customer's selections. The agreement outlines the specific details and inclusions for each add-on service package. There are no indications of set-asides, incumbent providers, or funding sources mentioned in the document.

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Service Agreement for Installed Hardware and Software

Between:

Deer Ridge Correctional Institution 3920 East Ashwood Road

Madras, OR 97741 and

CLIMA-TECH CORPORATION

800-660-9755 service@clima-tech.com

Idaho (HQ) 504 N. Phillippi St.

Boise, Idaho 83706

(208) 377-9755

Oregon 4107 SE International Way

Ste. 703 Milwaukie, Oregon 97222

(503) 650-8482

Western Washington 239 SW 41st Street

Bldg. 11 Renton, Washington 98057

(206) 445-5193

TABLE OF CONTENTS

Page 2: Agreement Terms and Pricing

Pages 3: Contract Acceptance

Page 4: Requested Modifications to Contract

Pages 5-6: Base Level Services Description

Pages 7-12: Add-On Services Selected (with Descriptions)

AGREEMENT TERMS

This agreement shall commence on 7/1/2021 for a term of one year and shall be renewed annually with a 3% price escalation. The customer has the right to increase or decrease the number of add-on services at any time during the year, or at renewal, with account manager authorization, whereupon the contract price shall be adjusted to reflect the desired change.

Clima-Tech Corporation shall not be liable for any delay in furnishing or failure to furnish service due to fire, flood, strike, inability to obtain materials, or any other cause beyond the reasonable control of Clima-Tech Corporation.

Modifications to the terms of this agreement are identified on page 4 of this document.

PROPOSED SERVICE PRICING

Annual services shall be paid in advance consisting of:

BASE LEVEL SERVICES

$9,740.00

ADD-ON SERVICES

*See pages 7 & 8 for more detail on specific add-on packages selected

$0.00

Tax

TOTAL ANNUAL PRICE

$0.00

$9,740.00

Additional Detail/Summary of Services Priced Above:

Services to be invoiced quarterly at $2,435.00 per quarter.

Acceptance of the provisions contained in this agreement-

Owner Acceptance:

Printed Name: Date:

Signature:

Purchase Order (PO) Number: _______________

Contractor Acceptance: Clima-Tech Corporation

Printed Name: Tim H. Snyder Date

Signature:

Preferred Frequency of Add-On Service Delivery:

1.Annual 2. Semi-Annually 3. Quarterly 4. Monthly 5. None Included

Other Conditions:

The following individuals are designated as the Owner’s WebCTRL® Administrators. Clima-Tech staff can only accept directives for additions or changes to user access from the WebCTRL® Administrator.

Modifications to this agreement are as follows:

Owners initials ______ Clima-Tech initials____

1. Telephone Tech Support

Technical Support Services include:

Remote troubleshooting of control and equipment operations Verification of operation via simultaneous access (remote WebCTRL® access required) Examination of relational instances between equipment and data Real-time, issue specific WebCTRL® training

Technical Support Services do not include:

× Onsite hardware or software troubleshooting × Unbillable support outside business hours listed below (calls are billable after regular tech support hours)

Tech support representatives are available in the Clima-Tech offices from 7 AM--5 PM Mountain Time or 6 AM--4 PM Pacific Time.

2. Software Upgrades

Software Upgrade Services include:

Installation of the most recent WebCTRL® software version -must have last sequential upgrade installed to be eligible * Post-installation functional testing

Software Upgrades Services do not include:

× More than one (1) software version upgrade per year × Upgrading legacy software to any but the most current version

Software upgrades are generally available from Automated Logic every 12 to 18 months.

Within a few months of each release date a Clima-Tech technician will install the upgrades on your server.

*Contact your account manager for pricing if you need a WebCTRL® upgrade but your current software is more than one WebCTRL® version out-of-date.

BASE LEVEL SERVICES

1. Telephone Tech Support

2. Software Upgrades

3. Operator Training Classes

4. Labor Discount

3. Operator Training Classes

Operator Training Classes include:

Access to all pre-scheduled (non-certified) WebCTRL® training classes and workshops offered at either Clima-Tech Training Center (Boise, ID or Milwaukie, OR) or virtually.

Up to 4 attendees per customer per year. Max 2 attendees per class.

Operator Training Classes do not include:

× More than 2 customer attendees per pre-scheduled training class × More than 4 total trainees per service contract holder per year × Tuition for non-pre-scheduled training classes at Clima-Tech training centers

Classes consist of a 2-day Basic WebCTRL® Training class offered 3-4 times annually and any workshops (number varies) scheduled in each location. Seats are available on a first come/first served basis.

4. Labor Discounts for On-site Service

When on-site service is required beyond the scope of this agreement, service customers will receive a discount from our standard service labor rates for Engineering/Project Management or for a Controls Technician. These discounts generally give a 15%-25% discount from our standard labor rates.

ADD-ON SERVICES

CLASSES:

Training Hrs.

Included # of Classes

Selected Cost

Operator Training Classes (per person) 12 hrs.

Factory-Certified Training – with Service Contract (per person) 12 hrs.

Factory-Certified Training - w/out Service Contract (per person)

12 hrs.

Post-Warranty Onsite Training (single customer site, max 8 trainees)

16 hrs. + travel/setup costs

Virtual Training Classes – w/out Service Contract (per person)

8 hrs.

SOFTWARE SERVICES:

Hours per Package

# Selected Cost

With External Access

Driver Updates/System Patches 1hr. for setup + 1 min./controller

Programming Update Package 4 hrs.

Graphics Modernization Package 4 hrs.

No External Access - Onsite Required

Driver Updates/System Patches 5 mins/controller

+ travel costs

Graphics Modernization Package 4 hrs. + travel costs

Programming Update Package

Software Upgrade Package (increases by software version jump)

Varies + travel

COMMISSIONING SERVICES:

Package

# Selected Cost

Testing and Balancing/Commissioning Services: 3rd Party

TBD by Project

Pre-Heating/Cooling Season Run-Test on Major Mechanical Systems

Annual software and hardware retro-commissioning with report

40 hrs. + travel

MISCELLANEOUS SERVICES

Package

# Selected Cost

Onsite Day 8 hrs. + travel

Onsite Half Day

Add-On Services - Intent

Add-on services are performed by a controls technician or trainer and will be scheduled based on selections from the menu above. These services are intended to provide on-going maintenance and training for customer building automation system (BAS) hardware and software. Talk to your account manager or service technician if unsure how many hours/packages you will need.

For all add-on services listed; if additional time is needed, the customer will be notified prior to service being provided as additional charges may apply.

A detailed breakdown of each add-on service is included below:

CLASSES:

Operator Training Classes (per attendee)

• Included:

Attendance in one two-day class (6 hrs. per day) Lunch Computer terminal with WebCTRL software and associated hardware Training workbook

• Not included:

× Transportation × Lodging × Breakfast

Factory-Certified Training – with and without Service Contract (per attendee)

• Included:

Attendance in one two-day certified training class (6 hrs. per day) Lunch Computer terminal with WebCTRL software and associated hardware Exam at end of course ALC certificate upon completion Training workbook

• Not included:

× Transportation × Lodging × Breakfast

Onsite Software Training - Custom

2-day custom class for up to 8 trainees conducted at customer site Onsite class prep and setup Lesson plan tailored to customer for whom training is provided Trainer’s travel costs to reach site Hotel (if necessary) for trainer

• Not included:

× Meals for training class × Trainee workstations (computer, hardware/WebCTRL software) × Automated Logic factory certification

SOFTWARE SERVICES: With External (Remote) Access

Driver Updates/System Patches

• Included:

5 minutes of remote download, installation, and functional testing per controller for customer’s BAS with the most current drivers and system patches available Report detailing progress/status on updates

• Not included:

× Travel to site × Onsite time

Programming Update Package

4 hours of technician time to remotely review customer’s current controls programming for errors or potential improvements and to implement fixes Report detailing issues found and progress/status on fixes

• Not included:

× Travel to site

× Non-programming-related work

4 hours of technician time to remotely review customer’s current graphics for potential improvements and implement fixes Report detailing graphics in need of improvement and progress/status of improvements

• Not included:

× Travel to site

× Non-graphics-related work

SOFTWARE SERVICES: Without External (Remote) Access - Onsite Visit Required

Driver Updates/System Patches

• Included:

10 minutes of onsite download, installation, and functional testing per controller for customer BAS hardware/software with the most current drivers and system patches available

Travel costs for technician to reach site Hotel for technician if required (if multiple packages purchased and non-local work) Report detailing progress/status on updates

• Not included:

× Non-driver/patch-related work

4 hours of onsite technician time to review customer’s current graphics for potential improvements and implement fixes Travel costs for technician to reach site Hotel for technician if required (if multiple packages purchased and non-local work) Report detailing graphics in need of improvement and progress/status of improvements

• Not included:

× Non-graphics-related work

Programming Update Package

• Included:

4 hours of onsite technician time to review customer’s current controls programming for errors or potential improvements and implement fixes Travel costs for technician to reach site Hotel for technician if required (if multiple packages purchased and non-local work) Report detailing programming in need of improvement and progress/status of improvements

• Not included:

× Non-programming upgrade-related work

Software Upgrade Package

• Included:

Parts and labor quotation to upgrade WebCTRL software that is more than one

(1) version outdated (from most current version)

× Non-software upgrade-related work

COMMISSIONING SERVICES:

Testing and Balancing (TAB) and Commissioning (Cx) Services: 3rd Party

• Included:

Testing and balancing (TAB) and/or Third-Party Commissioning services performed by a professional RCx and/or TAB firm

TAB/Cx contractor management and assistance from Clima-Tech Report – provided by 3rd party TAB/Cx firm- detailing issues found, resolved, and outstanding

• Not Included:

× Mechanical or controls hardware repairs

Pre-Heating/Cooling Season Run-Test on Major Mechanical Systems

• Included:

4 hours of onsite technician time to start up and functionally test customer’s major mechanical equipment (boilers, chillers) using the BAS to verify good operation and tune or identify mechanical issues before heating/cooling season begins

Travel costs for technician to reach site Hotel for technician if required (if multiple packages purchased and non-local work) Report detailing issues found and progress/status/recommendations on fixes

× Non-run-test-related work

Annual Control System Retro-Commissioning - Software and Hardware

40 hours of onsite technician time to conduct a thorough review and functional test of customer’s entire Clima-Tech-installed BAS. This includes reviewing the condition of all controls hardware and software and testing each component to identify non-working or poorly working components and controls programs then re-tuning the system to return it as closely to original design performance as possible

Travel costs for technician to reach site Hotel for technician if required (multiple packages purchased and non-local work) Report detailing issues found and progress/status/recommendations on fixes

• Not included:

× Replacement parts identified during RCx (these will need to be priced separately) × Non-BAS repairs

MISCELLANEOUS SERVICES

Onsite Day

• Included:

8 general purpose hours of onsite engineer/technician time for customer BAS hardware/software maintenance, adds, changes, or troubleshooting

Travel costs for technician to reach site Hotel for technician if required (multiple packages purchased and/or non-local work) Report detailing issues found and progress/status/recommendations on fixes

Onsite Half Day

4 general purpose hours of onsite engineer/technician time for customer BAS hardware/software maintenance, adds, changes, or troubleshooting Travel costs for technician to reach site Hotel for technician if required (multiple packages purchased and non-local work) Report detailing issues found and progress/status/recommendations on fixes

For all add-on services listed above; if additional time is needed, the customer will be notified prior to service being provided as additional charges may apply.

CLIMA-TECH CORPORATION

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