Lakewood City Council
November 14, 2023

AGENDA

REGULAR CITY COUNCIL MEETING

COUNCIL CHAMBERS
5000 CLARK AVENUE

LAKEWOOD, CALIFORNIA
November 14, 2023, 7:30 p.m.

CALL TO ORDER
INVOCATION: Father Andrew Chung, St. Pancratius Catholic Church PLEDGE OF ALLEGIANCE: Scout Troop 67
ROLL CALL: Mayor Ariel Pe
Vice Mayor Todd Rogers
Council Member Cassandra Chase
Council Member Steve Croft
Council Member Jeff Wood
ANNOUNCEMENTS AND PRESENTATIONS:

ROUTINE ITEMS:

All items listed within this section of the agenda are considered to be routine and will be enacted by one motion without separate discussion. Any Member of Council may request an item be removed for individual discussion or further explanation. All items removed shall be considered immediately following action on the remaining items.

RI-1 MEETING MINUTES - Staff recommends City Council approve Minutes of the Meetings held June 27, July 11, September 26, October 10, and October 24, 2023 RI-2 PERSONNEL TRANSACTIONS - Staff recommends City Council approve report of personnel transactions.

RI-3 REGISTERS OF DEMANDS - Staff recommends City Council approve registers of demands.

RI-4 CITY COUNCIL COMMITTEES’ ACTIVITIES - Staff recommends City Council receive and file the report.

RI-5 MONTHLY REPORT OF INVESTMENT TRANSACTIONS - OCTOBER 2023 - Staff recommends City Council receive and file the report.

RI-6 RESOLUTION NO. 2023-69; ADDING A JOB CLASSIFICATION TO SCHEDULE B OF RESOLUTION NO. 2023-33 PERTAINING TO HOURLY-RATED PART-TIME EMPLOYEES

AND ENACTING A PERSONNEL RESOLUTION ESTABLISHING THE COMPENSATION,

RULES AND REGULATIONS PERTAINING TO HOURLY-RATED PART-TIME EMPLOYEES - Staff recommends City Council adopt proposed resolution.

In compliance with the Americans with Disabilities Act, if you are a qualified individual with a disability and need an accommodation to participate in the City Council meeting, please contact the City Clerk’s Office, 5050 Clark Avenue, Lakewood, CA, at 562/866-9771, ext. 2200; or at [email protected] at least 48 hours in advance to ensure that reasonable arrangements can be made to provide accessibility to the meeting.

Agenda items are on file in the Office of the City Clerk, 5050 Clark Avenue, Lakewood, and are available for public review during regular business hours. Any supplemental material distributed after the posting of the agenda will be made available for public inspection during normal business hours in the City Clerk’s Office. For your convenience, the agenda and the supporting documents are available in an alternate format by request and are also posted on the City’s website at www.lakewoodcity.org City Council Agenda
November 14, 2023

ROUTINE ITEMS: - Continued
RI-7 CONSULTING SERVICES AUTHORIZATION – ARDURRA GROUP – PALMS COMMUNITY CENTER IMPROVEMENTS - Staff recommends the City Council authorize work for the Palms Community Center improvements per the Ardurra proposal dated November 2, 2023, in an amount not-to-exceed $42,520, and authorize the Mayor to sign the proposal.

RI-8 PURCHASE OF HORSE FEED AND SHAVINGS FOR LAKEWOOD EQUESTRIAN CENTER - Staff recommends the City Council authorize the purchase of horse feed and shavings from Romberg Milling in an amount not to exceed $90,000; horse feed from SoCal Hay & Grain in an amount not to exceed $92,000 and shavings from Hermes in an amount not to exceed $56,000.

REPORTS:

3.1 ESTABLISH A GENERAL FUND BALANCE RESERVE CATEGORY - LEGAL FEES CONTINGENCY FUND - Staff recommends the City Council formally establish a Legal Fees Contingency Fund in the amount of $1.3 million within the General Fund Assigned Fund Balance category to be reflected in the FY 2022-23 Annual Comprehensive Financial Report (ACFR).

3.2 APPROVAL OF AGREEMENT FOR HVAC AND REFRIGERATION MAINTENANCE AND REPAIR SERVICES WITH SOUTHLAND INDUSTRIES - Staff recommends the City Council approve the HVAC and Refrigeration maintenance service agreement with Southland Industries for a one-year period ending November 14, 2024, in an amount not to exceed $150,000 per year, and authorize the Mayor to sign the agreement in a form approved by the City Attorney.

3.3 HOLIDAY RECREATION PROGRAMS AND EVENTS - Staff recommends the City Council receive and file the report.

AGENDA

LAKEWOOD HOUSING SUCCESSOR AGENCY

1. REGISTER OF DEMANDS - Staff recommends Housing Successor Agency approve registers of demands.

ORAL COMMUNICATIONS:

ADJOURNMENT

RI-1
Routine Item 1 – City Council Minutes
will be available prior to the meeting.

Attest
City Clerk Director of Finance and Administrative Services 8030 TRUST DEPOSIT 200.00
921,321.65
Council Approval
Date City Manager
7500 WATER UTILITY FUND 179,428.55
8020 LOCAL REHAB LOAN 2,537.00
5020 CENTRAL STORES 2,313.38
5030 FLEET MAINTENANCE 5,570.08
3070 PROPOSITION "C" 250.13
5010 GRAPHICS AND COPY CENTER 2,414.55
1050 COMMUNITY FACILITY 1,961.22
3060 PROPOSITION "A" 19,050.00
1020 CABLE TV 1,819.82
1025 AMERICAN RESCUE PLAN 2,696.50

CITY OF LAKEWOOD
FUND SUMMARY 10/26/2023
In accordance with section 2521 of the Lakewood Municipal Code, presented herewith is a summary of obligations to be paid by the City of Lakewood. Each of the following demands has been audited by the Director of Finance and Administrative Services and approved by the City Manager. 1010 GENERAL FUND 701,893.46
1015 SPECIAL OLYMPICS 1,186.96
10/26/2023 SHAKER NERMINE 1,925.00
10/26/2023 PACIFIC MOBILE STRUCTURES 71,551.81
10/26/2023 PACKAGE PRODUCTS & SERVICES INC 5,063.27
10/26/2023 ONWARD ENGINEERING 17,875.00
10/26/2023 ORANGE COUNTY TANK TESTING INC 696.00
10/26/2023 NATIONAL UNION FIRE INSURANCE CO 444.55
10/26/2023 ODP BUSINESS SOLUTIONS LLC 398.12
10/26/2023 LA COUNTY DEPT OF PUBLIC WORKS 31,857.03
10/26/2023 MC ENROE, BARBARA 647.40
10/26/2023 LIEBERT CASSIDY WHITMORE 4,455.50
10/26/2023 LONG BEACH PUBLIC TRANSPORTATION CO 19,050.00 10/26/2023 KOSMONT & ASSOCIATES INC 4,422.60
10/26/2023 LAKEWOOD, CITY OF 100.00
10/26/2023 JHM SUPPLY INC 405.28
10/26/2023 JJS PALOMO`S STEEL INC 56.67
10/26/2023 HOME DEPOT 6,397.08
10/26/2023 INTERIOR MOTIONS 100,542.45
10/26/2023 GANAHL LUMBER COMPANY 287.14
10/26/2023 KOGA JULIE A 400.00
10/26/2023 FONTELA, THAO 2,183.35
10/26/2023 GALLS PARENT HOLDINGS LLC 378.10
10/26/2023 EMPIRE DESIGN & BUILD LLC 91,360.27
10/26/2023 EVANS-HYDRO 18,313.48
10/26/2023 DELTA DENTAL OF CALIFORNIA 7,069.50
10/26/2023 DR OFFICE WORKS INC 59,649.57
10/26/2023 DANIEL'S TIRE SERVICE INC 1,313.66
10/26/2023 DELTA DENTAL INSURANCE COMPANY 895.82
10/26/2023 COLOMRICAN INC 3,413.20
10/26/2023 DANGELO COMPANY 479.23
10/26/2023 COMPLETE FIRE SERVICE INC 4,928.57
10/26/2023 DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC 9,286.90 10/26/2023 CINTAS CORPORATION 177.74
10/26/2023 CAMERON WELDING SUPPLY 132.97
10/26/2023 CERRITOS, CITY OF 32,114.83
10/26/2023 CINTAS CORPORATION 4.55
10/26/2023 CANNON CORPORATION 6,879.20
10/26/2023 SEMA INC 1,730.16
10/26/2023 BIG STUDIO INC 165.38
10/26/2023 BRIZUELA XOCHITL 561.60
10/26/2023 B.R. BREWER SIGN & GRAPHICS 385.88
10/26/2023 BELL EVENT SERVICES INC 4,350.00
10/26/2023 AMAZON CAPITAL SERVICES INC 10,817.45
10/26/2023 AWWA CA-NV SECTION 100.00
10/26/2023 COASTAL OCCUPATIONAL MEDICAL GROUP 285.00
10/26/2023 ALLEN, JOHNNY 368.55
10/26/2023 ABRUSCATO, DIANA 858.00
10/26/2023 ADERSA GROUP LLC 11,176.70

CITY OF LAKEWOOD

SUMMARY CHECK REGISTER
CHECK

DATE VENDOR NAME
CHECK
AMOUNT
10/20/2023 SANTA, MARGARITA FORD 99,168.74
Total: 921,321.65

10/26/2023 WALLACE, WANDA 100.00
10/26/2023 YAMAGUCHI, BARBARA OR MASAAKI 242.63
10/26/2023 MESA GARAGE DOORS 2,537.00
10/26/2023 NGUYEN, TRI 100.00
10/26/2023 ERICKSON, LISA 250.00
10/26/2023 HUBLER, JESSICA 393.15
10/26/2023 CALIFORNIA STATE UNIVERSITY, LONG BEACH 250.00 10/26/2023 DEL VALLE TOT LOT 250.00
10/26/2023 WESTERN EXTERMINATOR CO 78.70
10/26/2023 WOOD RODGERS INC 4,282.57
10/26/2023 WATERLINE TECHNOLOGIES INC 13,544.22
10/26/2023 WAXIE ENTERPRISES INC 541.47
10/26/2023 WALTERS WHOLESALE ELECTRIC CO 9,148.77
10/26/2023 WATER SYSTEM SERVICES LLC 195.00
10/26/2023 VASQUEZ, JOSEPH 273.79
10/26/2023 VISION SERVICE PLAN 4,167.73
10/26/2023 U S BANK NATIONAL ASSOCIATION 60,520.13
10/26/2023 HD SUPPLY INC 1,578.63
10/26/2023 THE RINKS-LAKEWOOD ICE 195.00
10/26/2023 TRANSAMERICA LIFE INSURANCE COMPANY 1,038.19 10/26/2023 TGIS CATERING SVCS INC 3,393.16
10/26/2023 THE HITT COMPANIES 31.18
10/26/2023 TENG, WHEA-FUN 184.00
10/26/2023 TETRA TECH INC 3,655.00
10/26/2023 SPICERS PAPER INC 684.39
10/26/2023 STANDARD INSURANCE CO UNIT 22 10,495.67
10/26/2023 SOUTHERN CALIFORNIA EDISON 2,022.11
10/26/2023 SPECIALTY TIRES LLC 734.55
10/26/2023 SOUTH COAST AQMD 1,330.52
10/26/2023 SOUTHERN CALIFORNIA EDISON CO 92,169.04
10/26/2023 SIEGEL, THEODORE 175.00
10/26/2023 SO CALIF SECURITY CENTERS INC 35.04
10/26/2023 SECTRAN SECURITY INC 211.11
10/26/2023 SHARP ELECTRONICS CORPORATION 4,997.85
10/26/2023 READWRITE EDUCATIONAL SOLUTIONS INC 618.80
10/26/2023 SCELZI ENTERPRISES INC 45,128.04
10/26/2023 TAYLOR CORPORATION 74.94
10/26/2023 PAYMENTUS CORPORATION 20,570.97

CITY OF LAKEWOOD
SUMMARY ACH/WIRE REGISTER OCTOBER 2023
ACH date Amount Recipient Purpose Period
10/4/23 $642,104.41 Various Employee Payroll Sep 17-30, 2023 10/4/23 $114,702.52 IRS via F&M Payroll - Federal Taxes Sep 17-30, 2023 10/5/23 $32,517.12 EDD Payroll - State Taxes Sep 17-30, 2023 10/5/23 $4,610.33 MidAmerica Retiree Medical Benefit Sep 17-30, 2023 10/5/23 $12,757.28 VOYA Payroll -Deferred Compensation Sep 17-30, 2023 10/5/23 $32,006.70 VOYA Payroll - Deferred Compensation Sep 17-30, 2023 10/5/23 $3,425.00 PARS via U.S. Bank Payroll - Retirement Plan 1 of 2 Sep 17-30, 2023 10/5/23 $4,584.39 PARS via U.S. Bank Payroll - Retirement Plan 2 of 2 Sep 17-30, 2023 10/6/23 $476.40 The Technology Depot Communications Services 1 of 3 October 2023 10/6/23 $706.66 LB Meals on Wheels Monthly Contribution August 2023 10/10/23 $125,568.65 CalPERS Payroll - Retirement Plan Sep 3-16, 2023 10/13/23 $125,896.48 CalPERS Payroll - Retirement Plan Sep 17-30, 2023 10/13/23 $1,809.89 The Technology Depot Communications Services 2 of 3 October 2023 10/18/23 $119,044.56 IRS via F&M Payroll - Federal Taxes Oct 1-14, 2023 10/18/23 $652,053.75 Various Employee Payroll Oct 1-14, 2023 10/18/23 $25,975.22 MidAmerica Retiree Medical Benefit October 2023 10/19/23 $34,073.63 EDD Payroll - State Taxes Oct 1-14, 2023 10/19/23 $4,141.91 MidAmerica Retiree Medical Benefit Oct 1-14, 2023 10/19/23 $13,856.61 VOYA Payroll -Deferred Compensation Oct 1-14, 2023 10/19/23 $8,016.14 PARS via U.S. Bank Payroll - Retirement Plan 1 of 1 Oct 1-14, 2023 10/19/23 $32,491.70 VOYA Payroll - Deferred Compensation Oct 1-14, 2023 10/20/23 $10,451.70 LEF Online Donations July-Sep 2023
10/20/23 $1,724.80 Meals on Wheels Online Donations July-Sep 2023 10/20/23 $991.76 Project Shepherd Online Contributions July-Sep 2023 10/20/23 $706.66 LB Meals on Wheels Monthly Contribution September 2023 10/20/23 $2,650.00 LCEA Employee Paid Dues October 2023 10/26/23 $125,129.48 CalPERS Payroll - Retirement Plan Oct 1-14, 2023 10/26/23 $254,074.00 CalPERS Retirmnt-Unfunded Accrued Liab October 2023 10/26/23 $122,612.65 CalPERS Employee Medical Premiums November 2023 10/27/23 $1,500,000.00 CAMP City Investment Deposit October 2023 10/27/23 $7,125.00 The Technology Depot Communications Services 3 of 3 October 2023 Council Approval
Date City Manager
Attest:

City Clerk Director of Finance & Administrative Services

ARDURRA GROUP, INC.
1960 East Grand Avenue, El Segundo, CA 90245 | 310.359.1203 | www.ardurra.com November 2, 2023
Kelli Pickler, Public Works Director
City of Lakewood
5050 Clark Avenue
Lakewood, CA 90712
SUBJECT: PROPOSAL TO PROVIDE CONSTRUCTION MANAGEMENTSERVICES FOR THE PALMS PARK COMMUNITY

CENTER IMPROVEMENTS PROJECT
Dear Mrs. Pickler,
Ardurra Group, Inc. is pleased to present ourproposal to the City of Lakewoodto provide professional construction management (CM) services for the Palms Park Community Center Improvementsproject in accordance with Attachment “A” – Scope of Services and Attachment “B” – Estimated Fee Allowance.

PROJECT UNDERSTANDING
Ardurra understands the City wishes to retain an experienced construction management team capable of assisting the City with the pre-bidphase,bid phaseand contract award/execution phaseservicesof this parkimprovements project. Construction management, administration and inspection services are excluded from this proposal and will be proposed for consideration and implementation at the time that the construction contract is processed for approval by the City.

This project is intended to replace depleted infrastructure and facilitate energy efficiency improvements to the Palms Park Community Center. The proposed improvements include, but may not be not limited to,partial facility demolition, addition of a new ADA-compatible restroom, path of travel improvements, storefront improvements, and renovations to the existing building,which include new flooring, new ceilings, asbestos abatement, roof replacement, HVAC system replacement, electrical infrastructure improvements, new lighting, exterior repairs, renovation of the office, storage, and assembly room and parking lot improvements.

It is Ardurra’s understanding that the estimated budget for construction costs is $10 million.

PROPOSED STAFFING
Ardurra proposes Mark Lewis, PE, TEas project director who will overseeMahina Payo-Siu, our proposed construction manager. Mahina will be assisted by Dustin Blackwell, who will provide document/project controls services. Resumes of the proposed team can be found in our on-call professional engineering servicesproposal/contract.

Ardurra’s estimated feeallowanceto provide the services outlined in this proposal is provided at the end of this document.

We look forward to assisting the City with successfully engaginga qualified construction contractor for this project. If there are any questions regarding this proposal, please contact Omar Alameddineat 949.533.3012or [email protected] or Mark Lewis at 949.677.0391 or [email protected].

Respectfully submitted,
Ardurra Group, Inc.

Omar Alameddine Mark Lewis, PE, TE
Project and Construction Management Group Leader Project Director, Municipal Services Professional Construction ManagementServices for City of Lakewood Palms Park Community Center Improvements Project
2 | page
ATTACHMENT “A”

SCOPE OF SERVICES
Pre-Bid Phase Services
Biddability/Constructability:The Ardurra constructability/biddability review methodologyand scope of services is detailed below.
 Constructability Review of Bid Documents
Constructability reviews will be conducted as directed by the City. A punch list of comments and recommendations will be submitted to the City for consideration and implementation with the project architect.

The CM team will review the plans for biddability and constructability and identify potential value engineering solutions, ambiguities, conflicts and/or omissions apparent during its review. The bid documents and technical specifications will also be reviewed for potential duplication/overlap of clauses, conflicts, proper placement of critical requirements within the order and precedence of documents. Ardurra will also recommend key contract provisions to provide the necessary controls and remedies for the City to maintain a proactive approach on the project.

The CM constructability/biddability review typically involves the following:
– Checking pothole data and as-built underground and overhead utility information (as applicable)against proposed design and assisting the design team in resolving any resulting conflicts. – Identifying and implementing quantity measurement methodologies to obtain the most efficient and accurate field measurements during construction.
– Comparing plan notes with standard and special revisions, eliminating and/or removing any conflicts/overlapping requirements.
– Check quantities (as applicable).
– Check construction notes and proposed improvements against bid items and bid item descriptions/identify and resolve apparent inconsistencies and/or gaps.
– Compare proposed removals with proposed improvements and existing field conditions. – Recommend special provisions language for project-specific and time-tested public contract remedies. – Recommend order and precedence revisions and/or standard specification modification, as applicable. – Recommend bid item allowances, alternates and minimum performance requirements, contractor deferred design items, e.g., detailed traffic control phases, pedestrian safety measures, public relations activities, SWPPP/NOI development and processing, etc.
– Establish bid evaluation criteria. Prepare Request for Bid documents. – Project Phasing: Minimum phasing plans or narrative requirements will be recommended for inclusion in the bid documents and a separate bid line item(s) be established to identify the adequacy of the bidders’ intent to facilitate the necessary phasing requirements. Additionally, separate sub-milestones can be established (with separately calculated liquidated damages attached) to trackthat the phases are properly carried out to maintain continuous and unobstructed use of critical existing operations (if any). – Project Scoping:Check for clear identification of project limits. For unit price contracts with budgetary limits (e.g., projects with indefinite paving rehabilitation areas) methodology to maintain quantities delivered within the budget program will be developed and implemented into the bid documents and project procedures.

Professional Construction ManagementServices for City of Lakewood Palms Park Community Center Improvements Project
3 | page
Bid Phase Services
 Administer the bid process using the City’s bid distribution system.  Coordinate with the City Clerk’s Office and the Public Works Department to establish advertising dates, arrange pre-bid meeting and the bid opening date.
 Participate in pre-bid meeting to assist with answering bidder questions.  Confirm that the project is advertised in appropriate publications and online contractor bid announcement services. Directly contact contractors specializing in this type of construction to encourage their participation.  Assist with coordination with the City and other affected agencies/agencies having jurisdiction, as necessary.  Assist City staff in conducting public outreach and communications program for the project, including providing regular status updates of ongoing construction activities, budget and schedule; providing progress photos or videos of construction activities; attending and/or participating in up to two (2) community meetings or events; and addressing or responding to residents’ questions and concerns as they may arise.  Assist with the development of responses to bidder questions during bidding period.  Conduct reference checks on the low bidder.
 Check state licenses of bidder and subs.
 Review insurance and bonds for compliance with contract documents.  Compile bid analysis:
– Tabulate all bids with detailed breakdown with comparison to latest construction estimate. – Identify apparent unbalancing within bids.
– Identify apparent missing items.
– Monitor and document that all funding requirements are included in the bid documents. – Assist with addressing minor omissions or administrative issues as approved by the City. – Repeat above steps for next bidder if as-bid numerically low bidder appears to be unresponsive (additionalallowance may be required).
 Assist with compiling recommendation to award to the successful bidder. – Make recommendation for confirmation of lowest responsive and responsible bidder with detailed basis, particularly if the as-bid numerically low bidder is not recommended.  Assist in preparation of staff reports for City Council contract awards.

Contract Award/Execution Services
 Attend City Council meeting for award of the construction contract.  Assist with coordinating contractor documentation requirements to support execution of contract.  Assist with expediting contract execution by the parties.  Assist with coordination with the City and other affected agencies/agencies having jurisdiction, as necessary.  Assist the City in preparing the agreement with the selected contractor.

Professional Construction ManagementServices for City of Lakewood Palms Park Community Center Improvements Project
4 | page
ATTACHMENT “B”

ESTIMATED FEE ALLOWANCE
Notes:Terms and conditions shall be pursuant to the City of Lakewood On-Call Professional Engineering Services Contract dated June 13, 2023.

Role / Name Total
Hours
Hourly
Rate
Project Director/Agency Advisor 4.00 $ 240.00
Construction Manager 40.00 $ 230.00
Project Controls Engineer 80.00 $ 175.00
Role / Name Total
Hours
Hourly
Rate
Project Director/Agency Advisor 2.00 $ 240.00
Construction Manager 20.00 $ 230.00
Project Controls Engineer 40.00 $ 175.00
Role / Name Total
Hours
Hourly
Rate
Project Director/Agency Advisor 2.00 $ 240.00
Construction Manager 10.00 $ 230.00
Project Controls Engineer 20.00 $ 175.00
Total Estimated Fee $ 42,520.00
$ 7,000.00
Extended
Fee
$ 4,600.00
$ 480.00
$ 480.00
$ 24,160.00
Contract Execution Phase
Subtotal Bid Phase
City of Lakewood
Construction Management for
Palms Park Community Center Improvements Project
Bid Phase
Pre-Bid Phase
Extended
Fee
$ 9,200.00
$ 14,000.00
Subtotal Pre-Bid Phase
$ 960.00
Contract Execution Services $ 6,280.00
$ 12,080.00
Extended
Fee
$ 2,300.00
$ 3,500.00

AGREEMENT FOR SERVICES

BETWEEN

CITY OF LAKEWOOD AND SOUTHLAND INDUSTRIES
THIS AGREEMENT, made and entered into this 14TH day of November 2023, by and between the CITY OF LAKEWOOD, a municipal corporation, sometimes hereinafter referred to as CITY, and SOUTHLAND INDUSTRIES sometimes hereinafter referred to as SERVICE

PROVIDER,
W I T N E S S E T H:

WHEREAS, the City is in need of the part-time services of a contractor to provide preventative maintenance on all city-owned heating, ventilating and air conditioning equipment and refrigeration equipment, and said SOUTHLAND INDUSTRIES is desirous of providing said services;
NOW, THEREFORE, in consideration of the foregoing recitals, the parties hereto do mutually agree as follows:

1. Scope of Services.

SERVICE PROVIDER agrees to provide to CITY at his own cost and expense when requested by CITY those services set forth on Exhibit A attached hereto and made a part hereof.

2. Compensation for Services.

The CITY agrees to pay SERVICE PROVIDER for all services rendered under the Scope of Services. SERVICE PROVIDER shall submit invoices to the Director of Public Works for approval prior to authorization of payment. The total compensation under this Agreement shall not exceed $150,000.

Payments on approved invoices shall be made within thirty (30) days of receipt and approval of said invoice by the Director of Public Works.

3. Independent Contractor.

It is expressly understood and agreed that SERVICE PROVIDER has been retained, at his request, as an independent contractor, as distinguished from an employee or agent of the CITY to perform the aforementioned services. SERVICE PROVIDER acknowledges the independent contractor relationship and releases the CITY from any liability or obligation to make deductions or withholding from his compensation in respect to unemployment, income taxes, disability, social security, health or pension matters.

SERVICE PROVIDER acknowledges his independent contractor's status in performing said services, and agrees to bear the risk of property damage or loss to any property arising out of the work site, the place to work, or the duties bestowed upon SERVICE PROVIDER pursuant to this Agreement, and does hereby release the CITY, its officers and personnel from any liability to SERVICE PROVIDER for any loss or damage thereby incurred, except where said loss or damage was caused by the CITY.

4. Termination.

Either party to this Agreement may terminate the same at any time by giving the other at least thirty (30) days' written prior notice thereof. In the event of termination, the CITY shall pay to SERVICE PROVIDER the total value of the services of SERVICE PROVIDER to the final date of termination computed in accordance with the terms and provisions of this Agreement.

5. Term.

This Agreement shall be for a term commencing NOVEMBER 14 2023 and terminating NOVEMBER 14, 2024, and may be renewed by the CITY with the concurrence of SERVICE PROVIDER for any successive one-year term, unless sooner terminated as hereinbefore provided.

6. Assignment.

SERVICE PROVIDER shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without the prior written consent of the CITY.

7. Ownership of Documents.

It is understood and agreed the CITY has full and complete and absolute title to all plans, drawings, reports, and other documents supplied by the CITY to SERVICE PROVIDER during the course of this Agreement, or prepared by SERVICE PROVIDER for the CITY during the course of this Agreement.

8. Insurance.

During the term of this Agreement, SERVICE PROVIDER shall maintain in full force and effect, and deposit with the CITY, insurance or certificate of insurance, which shall evidence the fact that SERVICE PROVIDER has in full force and effect a comprehensive personal injury and property damage policy protecting SERVICE PROVIDER and the CITY from liability for personal injury and property damage arising from the performance of duties under this Agreement, including the operation of any vehicle, in the amounts of one million dollars ($1,000,000), combined single limits. Said policy shall contain a provision that the same cannot be canceled without at least thirty (30) days notice to the CITY thereof and shall name the CITY as additional insured.

9. Indemnity.

SERVICE PROVIDER shall indemnify and save the CITY harmless from any suits, claims or actions brought by any person or persons, including his agents or employees, for or on account of any injuries or damages or other loss, cost or expense caused by the negligent or wrongful act or omission of SERVICE PROVIDER, his agents and employees, or his subcontractors and the agents and employees thereof, arising out of the services to be performed by SERVICE PROVIDER pursuant to this Agreement.

10. Assumption of Risk.

SERVICE PROVIDER does hereby assume all risks to himself, his personnel, subcontractors and agents, and any employees thereof, of personal injury or death, and all risk of property damage or loss to any property, wares, vehicles, or materials owned or possessed by SERVICE PROVIDER and said SERVICE PROVIDER further releases the CITY, its officers and employees, from any liability therefor.

11. Prevailing Rate of Wages.

The Director of Public Works at the direction of the City Council has obtained from the Department of Industrial Relations, State of California, the prevailing rate of per diem wage, and the general prevailing rate for holiday and overtime work in the locality in which this work is to be performed for each craft, classification or type or workmen needed to carry out this agreement. In that regard, pursuant to Section 1773 of the Labor Code, holidays, upon which such rate shall be paid, need not be specified in this agreement, but shall be all holidays recognized in the collective bargaining agreement applicable to the particular craft, classification or type or workmen employed on the project. Copies of the prevailing rate of per diem wages are on file at the Public Works office, City Hall, and are available to any interested party on request.

Referenced hereto and made a part hereof as though set forth in full are rates applicable to this project and contract, and the contractor shall pay not less than the minimum thereof.

12. Reservation of Rights.

Nothing in this Agreement shall be deemed to bind the CITY to any course of conduct other than its obligation hereunder to pay SERVICE PROVIDER for said services rendered. It is understood the CITY reserves complete right within its discretion to reject all or any part of any design, plan, specification or recommendation made to it, or submitted by said SERVICE PROVIDER. It is further understood that acceptance herein by the CITY of any design, plan, specification or recommendation of SERVICE PROVIDER shall be for the purpose of compensating SERVICE PROVIDER only, and shall not be binding on the CITY as to any other further course of action. The CITY reserves the complete right to authorize additional, other or independent SERVICE PROVIDER services or studies, and it is agreed that SERVICE PROVIDER does not have any exclusive rights to said services from the CITY.

13. Notice.

Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail in an envelope with postage prepaid thereon, addressed as follows:

To the CITY: CITY CLERK

CITY OF LAKEWOOD
5050 N. CLARK AVE.

LAKEWOOD, CA 90712
To the SERVICE PROVIDER: SOUTHLAND INDUSTRIES
12131 WESTERN AVE.

GARDEN GROVE, CA 92841

14. Safety Program
SERVICE PROVIDER shall be solely responsible for the safety of his employees.

SERVICE PROVIDER shall develop and maintain an Injury and Illness Protection Program (IIPP) in accordance with the Cal/OSHA requirements contained in the California Code of Regulations, Title 8 Section 3203 (CCR T8 Section 3203), “Injury and Illness Prevention Program.” SERVICE PROVIDER shall provide safety, health, and job skills training so as to provide a safe and healthful workplace, and meet all applicable Cal/OSHA requirements. SERVICE PROVIDER shall maintain all OSHA 300 logs and records, and make them available for inspection upon request by the CITY.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as follows:

SERVICE PROVIDER
__________________________________

SOUTHLAND INDUSTRIES

CITY OF LAKEWOOD
_______________________________
MAYOR
APPROVED AS TO FORM:
__________________________________

CITY ATTORNEY
ATTEST:
_______________________________

CITY CLERK
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 1 Proposal #: TMXXXXX102323 Date: November 7th, 2023
By and between:

CONTRACTOR CLIENT
Dominic Cardenas, Sr. Account Executive Kelli Pickler, Dir. Of Public Works Southland Industries City of Lakewood
12131 Western Ave 5050 Clark Avenue
Garden Grove, CA 92841 Lakewood, CA 90712
[email protected] [email protected]
(657) 842-8783 562-866-9771 X2501
Southland Industries will provide the services in accordance with the schedules, terms, and conditions on the pages, which are attached and listed below for the City of Lakewood, CA at various locations included within this proposal.

Type of Service: HVAC Preventative Maintenance Program
Agreement coverage will begin on November 8th, 2023. The agreement price is $65,969 per year, to be paid at $16,467.25 per quarter in advance beginning on acceptance of this agreement. Please note, the agreement price broken out separately per tower is below:

Schedules Included: 1 – Mechanical HVAC Program & Services 4- Building Automation Services 2 – Filter Program 5- Emergency Service Protocol
3 – Water Treatment & Services 6- Inventory of Equipment & Tasking The coverage included in this agreement, including terms, conditions and schedules attached will constitute the entire agreement between us. This agreement is the property of contractor and is provided for the client’s use only. This agreement is subject to management approval by contractor. No waiver, change, or modification of any terms or conditions shall be binding on contractor unless made in writing and signed by authorized management of contractor.

This annual agreement shall continue in effect from year to year, unless either party gives written notice to the other of intention not to renew thirty (30) days prior to any anniversary.

CONTRACTOR CLIENT
By: _______ Dominic Cardenas_______ By:

Name Authorized Representative
Sr. Account Executive
Title Name / Title
11/7/2023
Date Date
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 2 Executive Summary
The purpose of this Preventative Maintenance Program Proposal is to provide the client with a flexible service program that will provide short and long-term support to ensure your facilities operate at peak efficiency with minimum interruptions. We understand that safety is of the upmost importance for occupants of the facility and that the HVAC systems play a large role in the indoor air quality. This maintenance program will provide consistent support to client and the onsite facility teams to ensure that a proactive approach is adopted for overall facility health and long-term planning.

Southland Industries’ Goals and Commitments
Above all else, to fully incorporate Southland’s culture and core values into our partnership with the client staff. Whether by accident or design every company has created a culture by which it operates. Culture is a critical piece to an organization because it creates the standards for success and actions. The attitudes and behavior characteristics of the organization determine the bases for approaching clients and their solutions. In other words, culture is the heartbeat of the company and determines how we operate and the employees’ behaviors and attitudes. Southland’s values are built around this culture we have create and are what we truly live by.

People - we provide significant opportunities for personal and professional growth and a work environment that is progressive, exciting, supportive, and fun.

Integrity - we act with unyielding ethics and honesty and inspire trust by doing the right things, saying what we mean, and meeting our commitments.

Collaboration - we work together as one team to ensure that our actions and decisions are in the best interest of our customers, partners, employees, and company.

Accountability - we choose to rise above our circumstances and take the necessary ownership to achieve our desired objectives for ourselves, our customers, and each other.

Safety - we steadfastly protect the health and well-being of our employees, as well as those affected by our work.

Innovation - we think creatively and pursue continuous improvement to generate opportunities and provide inspired, visionary solutions for our customers.

Sustainability - we responsibly conserve our natural resources and seek ways to eliminate waste from everything that we do.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 3 Approach to Maintenance
Southland Industries takes a tried-and-proven proactive approach to maintenance called preventative maintenance.

Our maintenance focus is the same as our clients: to have the mechanical and automation systems running efficiently with few failures or unscheduled shutdowns. This proactive method results in lower operating costs and lower unscheduled downtime.

Reactive programs are those maintenance practices whereby owners react to a surprise system failure. Reactive programs generally increase repair costs and the direct result is loss of production, increased energy costs, and budgeting issues.

Based on equipment trends, Southland Industries will make recommendations on equipment in the early stages of predictive failure. These predictions will allow Southland Industries to schedule repair shutdowns at times that do not conflict with our client’s core business
Communication
Communication is an integral part of any service program. Southland Industries believes wholeheartedly in this concept and knows it begins with the Southland Industries service technician. Our service technician takes the lead in communicating all of the data to the appropriate people, namely to your dedicated Facility Manager. Southland Industries uses several forms of documentation to maintain consistent communication.

Documentation and Reporting
Southland Industries deploys a Mobile Tech System, which documents our responsibilities for preventive maintenance, equipment lists, schedules, reports, and other critical maintenance items. The benefit of keeping an electronic log is to assure a standardization of procedures for your facility. This guarantees the coordination and prioritization of service procedures for your listed equipment and thus, a management tool for our customers to review with their owners and/or peers. All information is maintained within Southland’s servers as well as emailed to our clients at the end of the maintenance service, service call, or completion of a project.

Service Training
Southland Industries believes in training for all of our employees. Southland’s field technicians receive factory training through various manufacturer’s including, but not limited to, Trane, Carrier, Mitsubishi, Delta Controls, and Distech Controls.

Southland maintains memberships in various organizations, including CCFC, CASH, CSHE, ISPE, ASHRAE, DBIA, IFMA, and CMAA. By attending the various tradeshows and courses put out by these organizations, Southland is able to keep abreast of the latest technology and/or regulation changes.

The training does not stop with our Southland staff. We extend regular training to our clients based off the new trends in the industry, updates to our product lines, and improvements made to your buildings’ systems.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 4 CITY OF LAKEWOOD 2023-2024 Maintenance Program
The maintenance program described below has been designed to provide you, the client, consistent and efficient support to significantly reduce the costs of blanket maintenance programs, while still delivering the highest quality maintenance and customer service. This program will be planned, scheduled, managed, monitored, and enhanced by Southland throughout the term of this agreement in collaboration with your team and facility needs.

Test and Inspection
• This agreement includes all labor to visually inspect and search for worn, failed and/or doubtful parts. Southland will visually check coil surfaces, fan blades, fan belts, couplings, equipment housings, motor mounts, dampers, valves, fluid levels, heat exchangers, etc. as per the manufacturer’s recommendations. Southland will make recommendations to the client of any necessary replacements and/or adjustments.

Preventative Maintenance and Predictive Maintenance
• This agreement includes labor to perform preventative maintenance on the equipment included in the attached schedules.

Maintenance intervals for systems and equipment are determined by run time, system use, application, location, and manufacturer’s recommendations. This information, along with our years of practical experience in engineering, construction, and service, assures that the client receives the industry’s most cost-effective maintenance program.

Service Visit Scheduling
• The calendar schedule(s) below reflects Southland’s intended maintenance service visits broken out by type of equipment and type of service. Before each scheduled month, a Service Dispatch team member will confirm with you dates and times our technicians will be on site.

Quantity START

ASSET TYPE OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP AHU 1 A Q Q Q

BMS (HVAC
CONTROLS) 2 A Q Q Q
BOILER 1 A Q Q Q
CHILLER 1 A Q Q Q

COOLING
TOWER 1 A Q Q Q
EXHAUST FAN 44 A Q Q Q

EVAPORATIVE
COOLER 1 A Q Q Q
FURNANCE 8 A Q Q Q
ICE MACHINE 6 SA SA

PTAC HEAT
PUMP 7 A Q Q Q

REACH IN

COOLER,
FREEZER 24 SA SA
RTU 49 A Q Q Q
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 5 Schedule 1 – Mechanical HVAC Program & Services
Southland will provide the following services:
• One (1) Annual or Semi-Annual maintenance service on all equipment listed in Schedule 6 “Inventory of Equipment & Tasking.”
• Three (3) Operational maintenance services on all equipment listed in Schedule 6 “Inventory of Equipment & Tasking” for a total of four (4) service inspections per year (including the Annual Service). • After each service is performed, a task log documenting services completed with photo documentation and any recommended repairs will be provided
• This agreement includes normal consumable materials and supplies, such as lubricants, grease, towels/rags, wire nuts, cleaning solutions, oil, and clean-up materials. • Air Filter Service is included
• Dedicated Account Manager to ensure Southland is providing the highest level of service • Work to be performed on weekdays during normal business hours. • 24 Hour emergency service is provided.
• Access to Southland’s wide range of services, including Building Automation, Mechanical, Technology Integration, Energy, Sheet Metal Fabrication, Design/Build, and many more.

SPLIT SYSTEM 21 A Q Q Q
VAV 4 A Q Q Q

WALK IN

COOLER,
FREEZER 9 SA SA
A = Annual Inspection
Q = Quarterly Inspection
SA = Semi-Annual Inspection
HVAC Mechanical & Controls Maintenance Agreement
Y
Schedule 2 – Filter Program
Southland will provide the following services:

This agreement includes procurement and replacement of belts and filters with the following specifications:
• Four (4) quarterly pre-filter changes for all eligible equipment listed in Schedule 6 “Inventory of Equipment & Tasking”. Please refer to Service Visit Scheduling chart. Filters supplied and changed by Southland.
• One (1) annual final filter change for all eligible equipment in Schedule 6 “Inventory of Equipment & Tasking”. Please refer to Service Visit Scheduling chart. Filters supplied and changed by Southland.

Schedule 3 - Water Treatment & Services
Southland Industries will provide the following services:

This agreement excludes water treatment services.

Schedule 4 - Building Automation Services
Southland Industries will provide the following services:

This agreement includes building automation services.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 5 Schedule 5 – Emergency Services
Emergency Service Protocol:
24 Hour Emergency Service
Southland provides emergency service 24 hours a day, 7 days per week, and 365 days per year. To access Southland’s emergency service please refer to the following procedure. These are our current contract service rates, amended for the City of Lakewood. These rates are subject to adjustment at renewal period. Current rates do not reflect updated holiday rates and vehicle charge, which will be provided at renewal.
• Normal Office Hours – 7:00 a.m.–4:00 p.m. Please dial (714) 657-1695. Should you need to email, please use [email protected]
• Technician response time within four (4) hours of placing a service call, upon request. • For service outside of Southland’s normal offices hours (4:00 p.m.–7:00 a.m), please dial Southland’s 24-hour emergency service number at (714) 657-1695. You will be asked to provide your name, company name, phone number and a short description of the emergency. The 24-hour service representative will contact the assigned service technician and have them call you directly to respond to your emergency.

Preferred Maintenance Agreement Client Mechanical T&M Rates* 2-hour minimum for normal business days, 4-hour minimum for over time or holidays Straight time (M-F 7:00 a.m.–4:00 p.m) $140.00 per hour Over time (M-F 4:00 p.m.–7:00 a.m, Saturday & Sunday) $210.00 per hour Holidays $210.00 per hour
Vehicle Charge $0 per truck per day
Preferred Maintenance Agreement Client Controls T&M Rates* 2-hour minimum for normal business days, 4-hour minimum for over time or holidays Straight time (M-F 7:00 a.m.–4:00 p.m) $140.00 per hour Over time (M-F 4:00 p.m.–7:00 a.m, Saturday & Sunday) $210.00 per hour Holidays $210.00 per hour
Vehicle Charge $0 per truck per day
*T&M labor rates are subject to change based upon Union negotiations and Southland’s field operating costs. 24 Hour Service Hotline: (714) 657-1695
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 6 Schedule 6 – Inventory of Equipment & Tasking
Physical Location Asset Info
Arbor Yard (5704 Arbor Yard)
RTU – 2.5 Ton
MODEL: 48SS-036060531AA, SERIAL: 1798G11023
RTU – 3 Ton (2)
MODEL: 48SS-036060531AA, SERIAL: 1798G11022
MODEL: 48SS-030040521AA, SERIAL: 0298G10818
Condensing Unit
MODEL: 38MVC018-301, SERIAL: 3313V02022
Spit System – 1.5 Ton
MODEL: 40MVC018-301, SERIAL: 3313V00899
Exhaust Fan
Air Diffuser

ICE MACHINE
Arbor Yard (5704 Arbor Yard) – Print Shop
RTU – 2.5 Ton
MODEL: 50NQ030, SERIAL: S4092C08103
RTU – 4 Ton (2)
MODEL: 50NQ048, SERIAL: S4092C08100
MODEL: 50NQ048, SERIAL: S4092C08101
Exhaust Fan
MODEL: GB-101-4-X, SERIAL NUMBER: 12657951-1111
Arbor Yard (5704 Arbor Yard) – Plumbing
Shop
Condensing Unit - .75 Ton
MODEL: UQ09A2VA, SERIAL NUMBER: P1AN800102
Split System:

MODEL: AQ09A2VA, SERIAL NUMBER: P2IN6000098
PTAC Heat Pump – 1 Ton
MODEL: RH-123A-2, SERIAL NUMBER: 1167949 Rev B
Exhaust Fan
Arbor Yard (5704 Arbor Yard) – Electrical
Shop
PTAC Heat Pump – 1 Ton (2)
MODEL: RAD-183A, SERIAL NUMBER: 703TA000017
MODEL: FFRE1233U1E, SERIAL NUMBER: HKBD414035
Exhaust Fan
Biscailuz Park (2601 Dollar Street)
Furnace:

MODEL: 58STX090, SERIAL: 1106A30549
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 7 Bloomfield Park Community Center (21420
Pioneer Boulevard)
RTU – 3 Ton
MODEL: 38ARD012-601, SERIAL: 1807G20087
Condensing Unit – 1 Ton
MODEL: PA13NR030-C, SERIAL: 2806X65148
Split System – 2.5 Ton
MODEL: 48??036060301, SERIAL: 1202G31160
Furnace (3)
MODEL: PT3436-C142AP, SERIAL: 7107F11886
MODEL: 58STX110-12122, SERIAL: 2906A29985
MODEL: 58STX110-12122, SERIAL: 2906A30072
Bolivar Park (3300 Del Amo Boulevard) –
Control Building
Furnace
MODEL: 58WAV111-20, SERIAL: 1696A08261
PTAC Heat Pump – 1 Ton
MODEL: LW1516ERY7, SERIAL: 705TAHQAD657
Exhaust Fan
Bolivar Park (3300 Del Amo Boulevard) – Pool
Building
Evaporative Cooler
MODEL: 4101SD/N40S, SERIAL: CC1061148
Exhaust Fan
Lakewood City Hall (5050 Clark Avenue)
Cooling Tower
MODEL: JT-2565, SERIAL: 98907
Chiller
MODEL: RTWA0304XE03C3D2WENT, SERIAL: 01M02640
Exhaust Fan
MODEL: GB-100-LMDX-QD-22, SERIAL: 00B17543
Condensing Unit – 1 Ton (3)
MODEL: BF067A-AAEIS971, SERIAL: NO9K740197
MODEL: BF067A-AAEIS971, SERIAL: NO9K740200
MODEL: BF067A-AAEIS971, SERIAL: NO9K740201
Air Handlers
MODEL: B3-305-1 FW, SERIAL: 5483J04537
MODEL: B3-305-1 FW, SERIAL: 5483J04531
PTAC Heat Pump – 1 Ton
MODEL: GE AEL12ARW1, SERIAL: GA424253
Boiler
MODEL: FTX725N, SERIAL: 1808109334342
HVAC Controls
Del Valle Park (4658 Woodruff Avenue) –
Control Building
PTAC Heat Pump – 1 Ton
MODEL: LW1516ERY7, SERIAL: 702TAULDX438
Furnace
MODEL: 58WAV111-20, SERIAL: 1696A08260
Exhaust Fan
Del Valle Park (4658 Woodruff Avenue) –
Youth Center
RTU – 6 Ton (2)
MODEL: YCH075
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 8 MODEL: YCH120
RTU – 10 Ton
MODEL: YCH075
Exhaust Fan (2)

REACH IN FREEZER

REACH IN COOLER
George Nye Library (6600 Del Amo
Boulevard)
RTU – 12 Ton (2)
MODEL: 48TJD014-501GA, SERIAL: 4694G30445
MODEL: 48TJD014-501GA, SERIAL: 4694G30446
Exhaust Fan
Mae Boyar Park Activity Building (6701 Del
Amo Boulevard)
Condensing Unit – (3)
MODEL: YCHD060S43S1A, SERIAL: WOM8469846 (3 Ton)
MODEL: YCHD36S43S1A, SERIAL: WOM8469819 (4 Ton)
MODEL: TCHD48S43S3A, SERIAL: W1E6565539 (5 Ton)
Split System – (3)
MODEL: TP9120D20MP11A, SERIAL: WOD9693122
MODEL: YP9C060B12MP11A, SERIAL: WOC9673063
MODEL: YP9C080C16MP11A, SERIAL: WOD9734503
Exhaust Fan - (2)
MODEL: Delhi 210
MODEL: Delhi 210

REACH IN COOLER
1 DOOR REACH IN FREEZER
Mayfair Park Community Center (5720 Clark
Avenue) – Community Center
RTU – 5 Ton (2)
MODEL: 48HCDD08A2A6A0A0A057, SERIAL: 1413G40045
MODEL: 48HCDD08A2A6A0A0A0
RTU – 7.5 Ton (3)
MODEL: 48HCDD08A2A6A0A0A0, SERIAL: 0913G30110
MODEL: 48HCLA06A2A6A0A0A0, SERIAL: 1613C80620
MODEL: 48HCDD08A2A6A0A0A0, SERIAL: 0913G30113
RTU – 7.5 Ton (2)
MODEL: 48HCLA06A2A6A0A0A0, SERIAL: 2013C83708
MODEL: 48HCDD08A2A6A0A0A0, SERIAL: 0913G30114
Exhaust Fan – (3)
MODEL: 120 ACEB, SERIAL: 138SE87881-00/0005602
MODEL: 120 ACEB, SERIAL: 138SE87881-00/0003601

REACH IN FREEZER

REACH IN COOLER

REACH IN COOLER
Mayfair Park Community Center (5720 Clark
Avenue) – Pool Building
RTU – 4 Ton
MODEL: 48HCDD09A2A6A0A0A0, SERIAL: 4113P31723
RTU – 8.5 Ton
MODEL: 48HCLA05A6A0A0A0, SERIAL: 2213C84362
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 9 Exhaust Fan – (2)
MODEL: 100 ACEB, SERIAL: 138SE87881-00/0000768
Furnace – (2)
MODEL: RPB-125
MODEL: RPB-125
Monte Verde Park (4626 Shadeway Road)
Condensing Unit - (2)
MODEL: 38HDC060321, SERIAL: 1200X99285
MODEL: 38HDC060321, SERIAL: 0201X99284
Split System - 5 Ton (2)
MODEL: 58UXT100-12120, SERIAL: 3000A69340
MODEL: 58UXT100-12120, SERIAL: 3000A69321
Exhaust Fan - (2)
1 DOOR REACH IN COOLER

ICE MACHINE

REACH IN FREEZER
Nixon Yard (4626 Shadeway Road) – Building
A
Condensing Unit
MODEL: RPKA-060JAS, SERIAL: 4986M09934227
Split System – 5 Ton
MODEL: 60MAX0-93, SERIAL: FC443957-594650
Nixon Yard (4626 Shadeway Road) – Building
B
Condensing Unit
MODEL: RP1560AJINA, SERIAL: W281632117
Split System – 5 Ton
MODEL: RH1T6024STANJA
Exhaust Fan
Nixon Yard (4626 Shadeway Road) – Building
C
Condensing Unit
MODEL: RP1436AJINA, SERIAL: W111625664
Split System – 3 Ton
MODEL: RH1T3617STANJA
Exhaust Fan - (2)
Nixon Yard (4626 Shadeway Road) – Building
D
Condensing Unit
Split System – 3 Ton
MODEL: RCBA-3765GH17
RTU – 8 Ton (2)
MODEL: RPDC-101CLA, SERIAL: 5044-G259601102
MODEL: RPDC-101CLA, SERIAL: 5044-G299601267
Exhaust Fan
Palms Park Community Center (12305 207th
Street)
RTU – 3 Ton (4)
MODEL: WCD090C300BA
MODEL: WCD090C300BA, SERIAL: H35142370D
MODEL: WCD036C300BA, SERIAL: H351425B7D
MODEL: WCD090C300BA, SERIAL: H29142910D
RTU – 6 Ton (2)
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 10 MODEL: WCD036C300BA, SERIAL: H351422540
MODEL: WCD075C300BA, SERIAL: H31142350D
RTU – 7.5 Ton (3)
MODEL: WCD075C300BA, SERIAL: H30142890D
MODEL: WCD090C300BA, SERIAL: H291429110
MODEL: WCD075C300BA, SERIAL: H31142129D
Exhaust Fan – (3)

REACH IN FREEZER

FREEZER COMPRESSOR

REACH IN COOLER
San Martin Park (5231 Ocana Avenue) –
Control Building
PTAC Heat Pump – 1 Ton
MODEL: LW1516ERY7, SERIAL: 711TASWFD062
Furnace
MODEL: 58WAV111-20, SERIAL: 1696A08262
Exhaust Fan
The Centre (5000 Clark Avenue)
Condensing Unit (3)
MODEL: 38HCD036621, SERIAL: 1301X03335
MODEL: 38HCD048621, SERIAL: 3001X14342
MODEL: MUY-D36NA, SERIAL: 3002403
Split System – 3 Ton
MODEL: MSY-D36NA, SERIAL: 3002403
Split System – 4 Ton
MODEL: EMA3G4AS05, SERIAL: 020472
MODEL: EMA3G4AS05, SERIAL: 020473
RTU – 25 Ton (2)
MODEL: LCC360H4VN2G, SERIAL: 5610J07535
RTU – 40 Ton (2)
MODEL: LCH480H4VN1G, SERIAL: 5610K00002
MODEL: LCH480H4VN1G, SERIAL: 5610K00001
RTU – 10 Ton
MODEL: 48PGDM08-A60, SERIAL: 3410G50020
MODEL: 50HJ0123-641DA, SERIAL: 4098G30067
VAV – (2)
Exhaust Fan (2)
1 DOOR REACH IN FREEZER

ICE MACHINE

NEW CUBE ICE MACHINE

BREAK ROOM ICE MACHINE

WALK-IN PANEL PACKAGE

WALK IN FREEZER COMPRESSOR

WALK IN FREEZER EVAP COIL

WALK IN FREEZER

WALK IN COOLER COMPRESSOR

WALK IN COOLER EVAP COIL
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 11

WALK IN COOLER EVAP COIL
2 DOOR REACH IN COOLER

REACH IN COOLER
2ND FLOOR BAR RIC

COMPRESSOR

DISH MACHINE

BREAK ROOM ICE MACHINE
US Post Office (5200 Clark Ave)
RTU – 8.5 Ton (6)
MODEL: YCD102C4L0AA
MODEL: YCD102C4L0AA97, SERIAL: K35100475D
MODEL: YCD075C4L0BE, SERIAL: R28104421D
MODEL: YCD102C4L0AA
MODEL: YCD102C4L0AA, SERIAL: K341032480
MODEL: YCD102C4L0AA
RTU 6 Ton
MODEL: YCD102C4L0AA
Condensing Unit
MODEL: 38YCB030-301, SERIAL: 4095E1-2625
Exhaust Fan
MODEL: 58DD13DB, SERIAL: 65075001
Weingart Senior Center (5220 Oliva Avenue)
RTU – 24 Ton
MODEL: 48TMD028-511AA, SERIAL: 3706U22898
RTU – 12 Ton (2)
MODEL: 48HJL005-551, SERIAL: 2506G10410
MODEL: 48HJL006-541, SERIAL: 2906G30434
RTU – 4 Ton
MODEL: 48HJD014-561, SERIAL: 2406G40800
RTU – 5 Ton (3)
MODEL: 48HJD014-561, SERIAL: 2506G11525
MODEL: 48HJM004-541, SERIAL: 2406G20490
MODEL: 48LH006
RTU – 3 Ton
MODEL: 48LH006
Exhaust Fan – (2)
MODEL: 180LPB, SERIAL: 138S645488-01/0000701
MODEL: 120 ACEB, SERIAL: 138S894662-00/0005019
HVAC Controls

REACH IN COOLER
William Burns Community Center (5510
Burns Avenue)
Condensing Unit
MODEL: BASX CUSTOM, SERIAL: 17051
Split System – 20 Ton
MODEL: 40MKQB34C-301, SERIAL: 3417V00354
Condensing Unit
MODEL: 24AHA430A300, SERIAL: 2817X4585
MODEL: 25HHA424A0030010, SERIAL: 0218X34112
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 12

City of Lakewood – Equipment Tasking
Scopes of Work:

SERVICE SCOPE PACKAGE COOLING UNIT
MANUFACTURER: VARIOUS
STYLE OR SERIES: PACKAGE COOLING UNIT
SCOPE OF WORK: ANNUAL INSPECTION
❑ PERFORM PROPER LOCK OUT TAG OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT UNIT CONTROL PANEL AND CLEAN/TIGHTEN AS NEEDED. ❑ INSPECT MOTOR CONTACTORS FOR PITTING OR SIGNS OF DAMAGE. ❑ INSPECT CONDENSER COILS FOR SIGNS OF LEAKS. CLEAN ANNUALLY. ❑ INSPECT CONDENSER FAN BLADES, MOTOR, AND BEARINGS FOR SMOOTH OPERATION. ❑ CHECK COMPRESSOR AND COILS FOR SIGNS OF REFRIGERANT OIL AND LEAKS. ❑ REPLACE AIR FILTERS, PER CONTRACT.
❑ INSPECT CONDITION OF EVAPORATOR COIL.
❑ INSPECT DRAIN PAN AND DRAIN LINE AND CLEAN AS NEEDED. ❑ INSPECT CONDITION OF SUPPLY FAN, MOTOR, PULLEYS, BELTS, AND ADJUST AS NEEDED. ❑ LUBRICATE SUPPLY FAN & MOTOR BEARINGS AS NEEDED, IF APPLICABLE.

Split System – 2 Ton
MODEL: 40MKCB282-301, SERIAL: 3417V01339
Exhaust Fan
MODEL: G-085-D6EX-Q0, SERIAL: 02603263

WALK IN COOLER

WALK IN FREEZER

REACH IN FREEZER
1 Door REACH IN FREEZER
2 door REACH IN FREEZER
1 DOOR REACH IN COOLER
4 Door REACH IN COOLER
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 13 ❑ INSPECT AND CLEAN VFD CONTROL CABINET AND FILTER, IF APPLICABLE. ❑ CHECK AND TIGHTEN VFD ELECTRICAL CONNECTIONS AS NEEDED. ❑ INSPECT CONDITION AND OPERATION OF ECONOMIZER SECTION AND LUBRICATE AS NEEDED, IF APPLICABLE. ❑ INSPECT EXHAUST SEQUENCE, IF APPLICABLE.
❑ CHECK AND RECORD COOLING SUPPLY AIR TEMPERATURE.
❑ CHECK AND RECORD RETURN AIR TEMPERATURE.
❑ CHECK AND RECORD OUTDOOR AIR TEMPERATURE.
❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE PACKAGE COOLING UNIT
MANUFACTURER: VARIOUS
STYLE OR SERIES: PACKAGE COOLING UNIT
SCOPE OF WORK: OPERATIONAL INSPECTION
❑ PERFORM PROPER LOCK OUT TAG OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT UNIT CONTROL PANEL.
❑ INSPECT MOTOR CONTACTORS FOR PITTING OR SIGNS OF DAMAGE. ❑ INSPECT CONDENSER COILS FOR CLEANLINESS AND SIGNS OF LEAKS. ❑ INSPECT CONDENSER FAN BLADES, MOTOR, AND BEARINGS FOR SMOOTH OPERATION. ❑ CHECK COMPRESSOR AND COILS FOR SIGNS OF REFRIGERANT OIL AND LEAKS. ❑ REPLACE AIR FILTERS, PER CONTRACT.
❑ INSPECT CONDITION OF EVAPORATOR COIL.
❑ INSPECT DRAIN PAN AND DRAIN LINE.
❑ INSPECT CONDITION OF SUPPLY FAN, MOTOR, PULLEYS, BELTS, AND ADJUST AS NEEDED. ❑ INSPECT VFD OPERATION.
❑ INSPECT CONDITION AND OPERATION OF ECONOMIZER SECTION, IF APPLICABLE. ❑ INSPECT EXHAUST SEQUENCE, IF APPLICABLE.
❑ CHECK AND RECORD COOLING SUPPLY AIR TEMPERATURE.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 14 ❑ CHECK AND RECORD RETURN AIR TEMPERATURE.
❑ CHECK AND RECORD OUTDOOR AIR TEMPERATURE.
❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE EXHAUST FAN
MANUFACTURER: VARIOUS
STYLE OR SERIES: EXHAUST FAN
SCOPE OF WORK: ANNUAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT ELECTRICAL CONNECTIONS.
❑ INSPECT MOTOR CONTACTORS FOR PITTING OR SIGNS OF DAMAGE. ❑ INSPECT CONDITION OF SUPPLY FAN, MOTOR, PULLEYS, BELTS, AND ADJUST AS NEEDED. ❑ LUBRICATE SUPPLY FAN & MOTOR BEARINGS, IF APPLICABLE. ❑ INSPECT AND CLEAN VFD CONTROL CABINET AND FILTER, IF APPLICABLE. ❑ CHECK AND TIGHTEN VFD ELECTRICAL CONNECTIONS.
❑ RETURN UNIT TO SCHEDULED OPERATION
MANUFACTURER: VARIOUS
STYLE OR SERIES: EXHAUST FAN
SCOPE OF WORK: OPERATIONAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT CONDITION OF SUPPLY FAN, MOTOR, PULLEYS, BELTS, AND ADJUST AS NEEDED. ❑ LUBRICATE SUPPLY FAN & MOTOR BEARINGS AS NEEDED IF APPLICABLE. ❑ INSPECT AND CLEAN VFD CONTROL CABINET AND FILTER, IF APPLICABLE. ❑ CHECK AND TIGHTEN VFD ELECTRICAL CONNECTIONS AS NEEDED. ❑ RETURN UNIT TO SCHEDULED OPERATION.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 15 SERVICE SCOPE BOILER – DOMESTIC HOT WATER
MANUFACTURER: VARIOUS
STYLE OR SERIES: DOMESTIC HOT WATER BOILER
SCOPE OF WORK: ANNUAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ VISUALLY INSPECT BOILER FOR POSSIBLE LEAKS.
❑ OBSERVE CONDITION OF FLAME.
❑ REMOVE AND CLEAN BURNER ASSEMBLY, PILOT IGNITER, ETC. ❑ LOG SUPPLY WATER TEMPERATURE.
❑ VERIFY OPERATION OF WATER MAKE-UP AND EXPANSION TANK. ❑ PROVIDE TEST OF ALL SAFETY CONTROLS INCLUDING VERIFYING OPERATING TEMPERATURE CONTROLS. ❑ TEST LOW WATER CUT OFF.
❑ TEST LEVER SAFETY RELIEF VALVE.
❑ CHECK BOILER ROOM FOR UNOBSTRUCTRED FLOOR DRAINS.
❑ CLEAN AND TIGHTEN ELECTRICAL CONNECTIONS.
❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE BOILER – DOMESTIC HOT WATER
MANUFACTURER: VARIOUS
STYLE OR SERIES: DOMESTIC HOT WATER BOILER
SCOPE OF WORK: OPERATIONAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ VISUALLY INSPECT BOILER FOR POSSIBLE LEAKS.
❑ OBSERVE CONDITION OF FLAME.
❑ LOG SUPPLY WATER TEMPERATURE.
❑ VERIFY OPERATION OF WATER MAKE-UP AND EXPANSION TANK.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 16 ❑ TEST LOW WATER CUT OFF.
❑ CHECK BOILER ROOM FOR UNOBSTRUCTRED FLOOR DRAINS.
❑ INSPECT ELECTRICAL CONNECTIONS.
❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE SPLIT SYSTEM CONDENSING UNIT
MANUFACTURER: VARIOUS
STYLE OR SERIES: SPLIT SYSTEM CONDENSING UNIT
SCOPE OF WORK: ANNUAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT UNIT CONTROL PANEL AND CLEAN/TIGHTEN.
❑ INSPECT MOTOR CONTACTORS FOR PITTING OR SIGNS OF DAMAGE. ❑ INSPECT ELECTRICAL CONNECTIONS OF UNIT AND TIGHTEN.
❑ CHECK REVERSING VALVE OPERATION, IF APPLICABLE.
❑ INSPECT CONDENSER COILS FOR SIGNS OF LEAKS AND CLEAN ANNUALLY, PER CONTRACT. ❑ INSPECT CONDENSER FAN BLADES, MOTOR, AND BEARINGS FOR SMOOTH OPERATION. ❑ CHECK COMPRESSOR AND COILS FOR SIGNS OF REFRIGERANT OIL AND LEAKS. ❑ RETURN UNIT TO SCHEDULED OPERATION.

MANUFACTURER: VARIOUS
STYLE OR SERIES: SPLIT SYSTEM CONDENSING UNIT
SCOPE OF WORK: OPERATIONAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT UNIT CONTROL PANEL.
❑ INSPECT MOTOR CONTACTORS FOR PITTING OR SIGNS OF DAMAGE. ❑ CHECK REVERSING VALVE OPERATION, AS APPLICABLE.
❑ INSPECT CONDENSER FAN BLADES, MOTOR, AND BEARINGS FOR SMOOTH OPERATION. ❑ CHECK COMPRESSOR AND COILS FOR SIGNS OF REFRIGERANT OIL AND LEAKS.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 17 ❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE COOLING TOWER
MANUFACTURER: VARIOUS
STYLE OR SERIES: COOLING TOWER
SCOPE OF WORK: ANNUAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT ALL STRUCTURAL ELEMENTS FOR CORROSION AND DAMAGE. ❑ INSPECT FOR SCALE BUILD-UP ON ELIMINATORS AND CLEAN AS NEEDED. ❑ VERIFY FLOAT OPERATION.
❑ CLEAN SUMP, PER CONTRACT.
❑ INSPECT WATER DISTRIBUTION ABOVE FILL.
❑ VERIFY OPERATION OF DUMP VALVE.
❑ VERIFY OPERATION OF FAN CONTROLS.
❑ CHECK AND TIGHTEN VFD ELECTRICAL CONNECTIONS AS NEEDED. ❑ INSPECT AND CLEAN VFD CONTROL CABINET AND FILTER, IF APPLICABLE. ❑ LUBRICATE FAN AND MOTOR BEARINGS AS NEEDED.
❑ INSPECT PULLEY GROOVES AND BELTS FOR ALIGNMENT, WEAR, AND TENSION. ❑ INSPECT FAN WHEEL FOR FREE ROTATION, CRACKS, AND ALIGNMENT. ❑ INSPECT GEAR BOX FLUID.
❑ INSPECT AND TIGHTEN ELECTRICAL CONNECTIONS.
❑ INSPECT CONDITION OF SAND FILTER OPERATION, IF APPLICABLE. ❑ CHECK WATER TREATMENT EQUIPMENT AND OPERATION, IF APPLICABLE. ❑ RETURN UNIT TO SCHEDULED OPERATION.

MANUFACTURER: VARIOUS
STYLE OR SERIES: COOLING TOWER
SCOPE OF WORK: ANNUAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ INSPECT ALL STRUCTURAL ELEMENTS FOR CORROSION AND DAMAGE. ❑ INSPECT FOR SCALE BUILD-UP ON ELIMINATORS AND CLEAN AS NEEDED. ❑ VERIFY FLOAT OPERATION.
❑ CLEAN SUMP, PER CONTRACT.
❑ INSPECT WATER DISTRIBUTION ABOVE FILL.
❑ VERIFY OPERATION OF DUMP VALVE.
❑ VERIFY OPERATION OF FAN CONTROLS.
❑ CHECK AND TIGHTEN VFD ELECTRICAL CONNECTIONS AS NEEDED.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 18 ❑ INSPECT AND CLEAN VFD CONTROL CABINET AND FILTER, IF APPLICABLE. ❑ LUBRICATE FAN AND MOTOR BEARINGS AS NEEDED.
❑ INSPECT PULLEY GROOVES AND BELTS FOR ALIGNMENT, WEAR, AND TENSION. ❑ INSPECT FAN WHEEL FOR FREE ROTATION, CRACKS, AND ALIGNMENT. ❑ INSPECT GEAR BOX FLUID.
❑ INSPECT AND TIGHTEN ELECTRICAL CONNECTIONS.
❑ INSPECT CONDITION OF SAND FILTER OPERATION, IF APPLICABLE. ❑ CHECK WATER TREATMENT EQUIPMENT AND OPERATION, IF APPLICABLE. ❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE WALK-IN COOLER
MANUFACTURER: VARIOUS
STYLE OR SERIES: WALK-IN COOLER
SCOPE OF WORK: SEMI-ANNUAL INSPECTION
❑ PERFORM PROPER LOCK-OUT/TAG-OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ CHECK UNIT CONTROLS PANEL, THERMOMETERS AND GAUGES FOR PROPER OPERATION. ❑ INSPECT DOOR HANDLES AND GASKETS FOR WEAR.
❑ INSPECT CONDENSATE DRAIN PAN, DRAIN LINE AND CLEAN.
❑ INSPECT BOX FOR MOLD.
❑ CHECK HEATERS, TIMER, AND CONTROLS FOR DEFROST CYCLE, IF APPLICABLE. ❑ INSPECT EVAPORATOR COIL FOR OIL OR REFRIGERANT LEAKS AND CLEAN. ❑ INSPECT SUPPLY FAN BLADE, BELT, AND MOTOR FOR PROPER OPERATION. ❑ CHECK COMPRESSOR FOR SIGNS OF LEAKS.
❑ CHECK CONDENSER COILS AND CLEAN, PER CONTRACT.
❑ CHECK CONTROL PANEL AND ELECTRICAL CONNECTIONS.
❑ CHECK CONDENSER FAN BLADES AND MOTORS FOR PROPER OPERATION. ❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE ICE MACHINES
MANUFACTURER: VARIOUS
STYLE OR SERIES: ICE MACHINES
SCOPE OF WORK: QUARTERLY INSPECTION
❑ PERFORM PROPER LOCK OUT TAG OUT SAFETY PROCEDURES TO PERFORM SERVICE. ❑ VISUALLY INSPECT MACHINE FOR CLEANLINESS.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 19 ❑ INSPECT THE FOLLOWING AND CHECK FOR UNUSUAL NOISE AND/OR VIBRATIONS:

O EVAPORATOR PLATES

O CONDENSER FAN

O COMPRESSORS

O SOLENOIDS
❑ CHECK SYSTEM CHARGE.
❑ CHECK REFRIGERATION CYCLE FOR PROPER OPERATION AND SEQUENCING. ❑ ELECTRONICALLY INSPECT UNITS FOR REFRIGERANT LEAKS.
❑ CHEMICALLY FLUSH THE EVAPORATOR SYSTEM TO CLEAN AND SANITIZE. ❑ CLEAN CONDENSER COILS, PER CONTRACT.
❑ INSPECT AND CLEAN DRAIN LINES.
❑ INSPECT ALL REFRIGERANT LINES AND INSULATION.
❑ INSPECT DOOR GASKETS FOR WEAR AND SEAL.
❑ INSPECT HARDWARE AND HINGES.
❑ INSPECT WATER FILTER HOUSING AND PIPING.
❑ REPLACE WATER FILTER EVERY 6 MONTHS, PER CONTRACT.
❑ PROVIDE SERVICE REPORT ON CONDITION OF UNITS AFTER EVERY INSPECTION. ❑ RETURN UNIT TO SCHEDULED OPERATION.

SERVICE SCOPE CONTROLS
MANUFACTURER: VARIOUS
STYLE OR SERIES: CONTROLS
FREQUENCY: QUARTERLY
❑ REVIEW CONTROL SYSTEM OPERATIONS WITH BUILDING LEAD OPERATOR/TECHNICIAN. ❑ REVIEW SYSTEM FOR CRITICAL AND OFFLINE STATUS INDICATIONS. ❑ REVIEW SYSTEM FOR OVERRIDE, AND DISABLED STATUS INDICATIONS. ❑ REVIEW EVENT AND ALARM LOG FOR CRITICAL OR RECURRING INSTANCES AND POSSIBLE OPERATIONAL ISSUES. ❑ REVIEW TREND LOGS FOR NEED AND OPERATOR USE.
❑ BAS SOFTWARE UPDATES AND ENHANCEMENTS: DELTA CONTROLS CONTINUALLY UPDATES AND ENHANCES

THEIR BAS SOFTWARE WITH PRODUCT ENHANCEMENTS AND UPDATES TO KEEP THE SYSTEM OPERATING EFFICIENTLY THROUGH ITS ENTIRE LIFECYCLE. ENVISE WILL PROVIDE YOUR BAS SYSTEM WITH FIRMWARE AND

SOFTWARE UPDATES THAT INCORPORATE ALL BUG FIXES THAT PREVENTING NEGATIVE IMPACT TO YOUR SYSTEM. THESE UPDATES DO NOT INCLUDE UPGRADES TO THE NEXT MAJOR REVISION OF FRONT-END SOFTWARE.
❑ PERFORM DATABASE MAINTENANCE ON THE SOFTWARE APPLICATION, IF APPLICABLE. ❑ SAVE/COPY NETWORK WORKSTATION DATABASE, INCLUDING CUSTOM GRAPHICS AND SYSTEM CONTROLLER POINT DATA, CONTROLLER CONFIGURATION, SCHEDULES, ALARMS AND TREND-LOG DATA. ❑ CHECK SYSTEM CONTROLLERS AND SYSTEM MANAGERS TO VERIFY PROPER DEVICE PROPERTIES, DC POWER LEVELS, COMMUNICATION, AND POSSIBLE ERROR CODE INDICATIONS.

City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 20 ❑ PERFORM NETWORK ANALYSIS TASKS AS REQUIRED TO CONFIRM COMMUNICATIONS WITH ALL NETWORKED CONTROLLERS AND 3RD PARTY DEVICES.
❑ CONFIRM PROPER TIME SYNC OF ALL SYSTEM CONTROLLERS WITH WORKSTATION, AS APPLICABLE. ❑ VERIFY ALL OVERRIDE SWITCHES ARE ON AUTO AND REVIEW FINDINGS ON ALL SYSTEM CONTROLLERS. ❑ REMOVE EXCESSIVE DUST FROM INTERNAL SURFACES OF CONTROL PANELS.

SERVICE SCOPE CONTROLS
MANUFACTURER: VARIOUS
STYLE OR SERIES: CONTROLS
FREQUENCY: QUARTERLY
❑ REVIEW CHILLER PLANT SYSTEM CONTROLLERS AND FIELD MODULES, VERIFY PROPER OPERATION OF CONTROL PROCESSES, AND TUNE PID LOOPS, AS APPLICABLE.
❑ REVIEW HEATING HOT WATER PLANT SYSTEM CONTROLLERS AND FIELD MODULES, VERIFY PROPER OPERATION OF CONTROL PROCESSES, AND TUNE PID LOOPS IF APPLICABLE. ❑ FOR ALL AHU/RTU/FCU APPLICATION/CONTROL MODULES, VERIFY SETPOINTS, PROPER OPERATION OF CRITICAL CONTROL PROCESSES AND POINTS ASSOCIATED WITH UNIT, AND TUNE PID LOOPS, AS APPLICABLE. ❑ FOR ALL TERMINAL EQUIPMENT/CONTROL MODULES, VERIFY SETPOINTS, OPERATION OF CRITICAL CONTROL PROCESSES AND ASSOCIATED POINTS WITH UNIT, AS APPLICABLE. ❑ VERIFY/CALIBRATE OTHER POINTS AND CONTROL PROCESSES AS NEEDED. ❑ INVESTIGATE SYSTEM FOR POSSIBLE OPTIMIZATION AND ENERGY SAVING STRATEGIES ❑ REVIEW TRENDS AND VERIFY THAT THE EQUIPMENT IS SHUTTING DOWN DURING UNOCCUPIED TIMES. ❑ CHECK SCHEDULES AND VERIFY THAT HOLIDAY SCHEDULING IS BEING IMPLEMENTED. ❑ CHECK DRIVE CAPACITY AND CLEAN DISKS AS NEEDED.
❑ IMAGE WORKSTATION HARD DRIVE ANNUALLY.
❑ DOCUMENT AND VERIFY NETWORK SETTINGS AND RISER DIAGRAMS. ❑ DOCUMENT TASK COMPLETION.
❑ REVIEW FINDINGS WITH BUILDING LEAD OPERATOR/TECHNICIAN. ❑ PROVIDE WRITTEN SUGGESTIONS FOR SYSTEM REPAIRS, UPGRADES, ENHANCEMENTS AND ENERGY EFFICIENCY IMPROVEMENTS.
❑ REMOTE ACCESS FOR QUICKER TROUBLESHOOTING, WITH CLIENT PERMISSION.

Terms and Conditions
Unless otherwise advised in writing to the contrary within seven (7) days of the execution of this agreement, the following terms and conditions as written are hereby accepted between Customer and Southland Industries. By execution of this agreement, the Customer represents that he has the authority to enter such agreement.

GENERAL
City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 21

1. Acceptance of this agreement by SOUTHLAND INDUSTRIES assumes that all systems and equipment covered are in maintainable condition. If repairs are found necessary during the new agreement start up inspection or the initial seasonal startup, a repair proposal will be submitted for approval. If the repair proposal is declined, the non-maintainable items will be eliminated from the maintenance agreement and the agreement price adjusted accordingly or the agreement may be canceled or otherwise revised.

2. The Customer will provide access to all areas and equipment, and will allow SOUTHLAND INDUSTRIES to stop and start equipment as may be necessary to fulfill the terms of the agreement. All maintenance, repair or replacement tasks will be performed during normal working hours, 7:30 AM to 4:30 PM, Monday through Friday, holidays excepted. Customer agrees to pay overtime on any maintenance and work requested to be performed outside said normal working hours.

3. If any emergency call is made at the Customer's request and inspection does not reveal any defect, Customer will be liable for charges for such services, including but not limited to; investigative labor, travel time, and overtime. Customer acknowledges that there is a minimum charge of two (2) hours for emergency calls, if no defect is found.

4. SOUTHLAND INDUSTRIES reserves the right to adjust and or terminate this agreement, should the systems and/or equipment covered under this agreement be altered, modified, changed or moved, including but not limited to any direct changes in application or architectural modifications resulting in changes to the mechanical systems and/or equipment performance. If persons other than representatives of SOUTHLAND INDUSTRIES performs maintenance or repair of equipment covered under this agreement, and as a result further repair by SOUTHLAND INDUSTRIES is required, such repairs will be made and charges billed to the Customer at EVISE’s applicable labor and material rates then in effect.

5. In addition to any price specified on the face hereof, the Customer shall pay and be responsible for the gross amount of any present or future sales, use, excise, value-added, or other similar tax, however designated, applicable to the price, sale or delivery of any products, services or the work furnished hereunder or for their use by SOUTHLAND INDUSTRIES on behalf of the Customer whether such tax shall be local, state, or federal in nature. This includes, but is not limited to the recovery, recycling, reclamation, handling and disposal of all refrigerants and the additional costs incurred for refrigerant tax and/or increased costs due to shortages.

6. Maintenance service charges will be invoiced in advance of the period during which the service is provided. Extra work performed will be invoiced upon completion of work. Payment for services performed under this agreement is due within 30 days of invoice date. Finance charges will apply to balances over 30 days, and SOUTHLAND INDUSTRIES reserves the right to stop all work until such balances are made current.

7. SOUTHLAND INDUSTRIES reserves the right to adjust this Agreement should Customer request a material change in the scope of services, as determined by SOUTHLAND INDUSTRIES in its sole discretion. When SOUTHLAND INDUSTRIES determines a change is material, SOUTHLAND INDUSTRIES will reduce the change to writing and provide the completed written change to Customer. Both SOUTHLAND INDUSTRIES and Customer will have to provide written approval of the change as detailed in the written description of the change, including the impact of the change on the schedule, resources, and the price of the service, before SOUTHLAND INDUSTRIES will make the change. When Customer accepts the change, Customer will modify its forms for payment as requested by SOUTHLAND INDUSTRIES. If Customer does not accept the change (including the impact on the schedule, resources, or price), the parties will complete their obligations as set forth in this Agreement.

8. This annual agreement shall continue in effect from year to year, unless either party gives written notice to the other of intention not to renew thirty (30) days prior to any anniversary date. The annual agreement price is subject to adjustment on each renewal anniversary date to reflect increases in labor, materials and other industry related costs.

9. Either party may terminate this Agreement if the other party commits a material breach of such Agreement, including but not limited to non-payment of any amount when due, and the breach is not cured within thirty (30) days of receipt of written notice from the injured party. If SOUTHLAND INDUSTRIES terminates this Agreement for cause, Customer shall be responsible for SOUTHLAND INDUSTRIES’s costs incurred and reasonable profit up through the date of termination.

10. Either party may at its option cancel or terminate this Agreement and all Supplemental Agreements in their entirety, or cancel or terminate merely one or more of the Supplemental Agreements, without cause upon thirty (30) days prior written notice to the other party. SOUTHLAND INDUSTRIES shall advise Customer of the extent to which performance has been completed through the date of the notice of termination. Customer shall be responsible for SOUTHLAND INDUSTRIES’s costs incurred and reasonable profit up through the date of cancellation.

EXCLUSIONS

11. Repair, replacement and emergency service provisions apply only to the systems and equipment covered by this agreement.

Repair or replacement of non-maintainable parts of the system(s) such as, but not limited to, duct work, piping, coils, shell and tube (for boilers, evaporators, condensers, and chillers), unit cabinets, VAV boxes, strainers, isolation valves, crane rental, City of Lakewood - HVAC Preventative Maintenance Program

CITY OF LAKEWOOD
Proposal # TMXXXXX102323 – City of Lakewood Preventative Maintenance Southland Industries 22 temp heating/cooling, boiler refractory material, heat exchangers, insulating material, electrical wiring, tubing, tanks, fixtures and finishes, structural supports and other non-moving parts, are not included in this agreement.

12. SOUTHLAND INDUSTRIES is not responsible for (a) the design of the mechanical and/or plumbing system (b) obsolescence (c) water supply and drainage (d) damages caused by freezing (e) additional work required by government regulated codes (f) additional work required to meet insurance requirements (g) any air/water balancing (h) safety tests (i) electrical service or service requirements due to power failure (j) misuse and/or abuse of system(s) (k) negligence of Customers or others (l) vandalism (m) and all other causes that are beyond SOUTHLAND INDUSTRIES’s control.

13. This agreement does not include the identification, removal, handling or disposal of asbestos or other hazardous substances. In the event such substances or materials are discovered, SOUTHLAND INDUSTRIES’s responsibility is limited to notifying the Customer of the possibility of the existence of such materials.

LIMITATIONS OF LIABILITY

14. SOUTHLAND INDUSTRIES will not be liable for damage or loss caused by delay in installation or interrupted service due to fire, flood, corrosive substance in the air, strike lockout, dispute with workmen, inability to obtain material or services, commotion, war, act of God, or any other cause beyond SOUTHLAND INDUSTRIES’s reasonable control.

15. In no event, whether as a result of breach of contract, or any tort including negligence or otherwise shall SOUTHLAND INDUSTRIES or its suppliers, employees or agents be liable for any special, consequential, incidental, or penal damages including, but not limited to loss of profit or revenues, loss of use of any products, machinery, equipment, damage to associated equipment, cost of capital, cost of substitute products, facilities, services or replacement power, down time costs, attorney fees, lost profits or claims of such damages by the Customer or against the Customer by any other party.

16. No other warranty expressed or other liability is given and no other affirmation by SOUTHLAND INDUSTRIES, by word or action, shall constitute a warranty. This warranty is expressly in lieu of any other expressed or implied warranty including any implied warranty of merchantability of fitness, and any other obligation on the part of SOUTHLAND INDUSTRIES.

17. SOUTHLAND INDUSTRIES warrants materials only to the extent and for the time period said materials are warranted to SOUTHLAND INDUSTRIES by the manufacturer(s) of the same. SOUTHLAND INDUSTRIES liability, if any, upon any warranty, either expressed or implied, shall be limited to replacement of defective materials and correction of faulty workmanship which is in violation of local, state, or federal building codes at the time of performance of the work by SOUTHLAND INDUSTRIES.

18. SOUTHLAND INDUSTRIES and Customer agree to seek to avoid litigation as a resolution of any disputes. However, should either party commence legal action against the other, the prevailing party shall be entitled to recover from the other party all court costs, disbursements and reasonable attorney’s fees. SOUTHLAND INDUSTRIES and the Customer agree to indemnify and hold each other; including their officer, agents, directory and employees, harmless from all liabilities, costs, claims, demands, or suits of any kind, including but not limited to reasonable attorney’s fees, resulting from the negligence or willful misconduct or breach of this agreement by the indemnifying party or its employees, contractors or agents.