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Home My WebLink AboutContract 29110..::._.,•I.. - - max. s' _==�T: --i. _--� w' •b .• J CONT NINO odok 40.4 i HNSON LS City of Fort Worth Performance Contract PERFORMANCE CONTRACT PARTIES: JOHNSON CONTROLS, INC. (JCI) 3021 West Bend Dr. Irving TX 75063-3116 CITY OF FORT WORTH (CUSTOMER) Transportation and Public Works Department 1000 Throckmorton Street Fort Worth TX 76102 Page 1 CITY SECRETARVcQCONTRACT Np.i i1 0C,--? 03 n 1 :0I AGREEMENT DOCUMENTS: In addition to the terms and conditions of this Performance Contract, incorporated into this Agreement are the following (check as applicable). Q Schedule 1--Scope of Work Schedule R1 Schedule 2--Assured Performance Guarantee Schedule Eli Schedule 3--Services Schedule RI Schedule 4—Term and Payment Schedule C] Request for Proposals dated , 200 C] JCI Proposal dated , 200 C] Addenda dated , 200 1. SCOPE OF THE AGREEMENT. This Agreement is written in compliance with Chapter 302, Texas Local Government Code. JCI agrees to install energy conservation measures, facility improvement measures, and operational efficiency improvements (identified in Schedule 1), which will result in guaranteed savings that meet or exceed Customer's payment obligations under its financing arrangements for the performance of this Agreement. After installation, JCI agrees to provide the services identified in Schedule 3, that are necessary to monitor, measure, and achieve the identified energy savings, subject to the terms of the Assured Performance Guarantee (Schedule 2). The Customer agrees to take all reasonable actions identified in this Agreement that are necessary to achieve the savings identified. As a result, JCI will install the Equipment identified on Schedule 1 of this Agreement (Work) and provide the services detailed on Schedule 3 of this Agreement (Services). JCI shall supervise and direct the Work and shall be solely responsible for all construction means, methods, techniques, sequences, and procedures and for coordinating all portions of the Work and Services under this Agreement. JCI shall be responsible to pay for all labor, materials, equipment, tools, construction equipment and machinery, transportation, and other facilities and services necessary for the proper execution and completion of the Work, whether temporary or permanent and whether or not incorporated or to be incorporated in the Work. The Customer's payments to JCI and its interest in the Equipment will be based upon the terms of Schedule 4. 2. TERM. The Term of this Agreement shall begin on the Commencement Date, which shall be or, if no date is included, the date of this Agreement. If the work is divided into phases or individual projects for which individual prices have been negotiated, then separate Substantial Completion Dates shall apply to each phase or individual project. Substantial Completion means that JCI has provided sufficient materials and services to permit the Customer to operate the Equipment for its intended purpose o }he int tided ORIGINAL IIv� L '+' � �/ 4 ►r r � • Ili r fi J CONT Oft i HNSON LS City of Fort Worth Performance Contract Page 2 benefit from the Work. Substantial Completion Date for all scope of work projects identified in Schedule 1 will be July 31, 2004. The Services shall commence on the Substantial Complete Date (unless clearly noted elsewhere in this Agreement) and shall continue for 120 months. The term of the Assured Performance Guarantee (Guarantee Term) shall coincide with the term of the Services. If for any reason, the Customer cancels or breaches this Agreement, including but not limited to the Services Schedule, the Assured Performance Guarantee shall automatically terminate. The Payment Term shall be defined in Schedule 4. 3. DELAYS. If JCI is delayed in the commencement or completion of the Work by causes beyond its control and without its fault or negligence, including but not limited to fire, flood, labor disputes, unusual delays in deliveries, abnormal adverse weather conditions, and acts of God, or by failure by the Customer to perform its obligations under the Performance Contract and Schedules or failure by the Customer to cooperate with JCI in the timely completion of the Work, then JCI shall provide timely written notice to the Customer of the existence, extent of, and reason for such delays. An equitable negotiated adjustment in Substantial Completion Date shall be made as a result. JCI shall not be entitled to receive any additional monetary compensation for delays in the commencement or completion of the Work occurring as a result of any of the foregoing causes. 4. CERTIFICATE OF SUBSTANTIAL COMPLETION. The Certificate of Substantial Completion to be executed by the Customer shall include: a. an acknowledgement by the Customer of the buildings/projects substantially completed and the Substantial Completion Date for each building/project. b. an acknowledgment by the Customer of receipt of manuals and training provided by JCI under the Agreement. c. an acknowledgement by the Customer of the warranty start date and warranty period. d. a punchlist of items remaining to be completed by JCI. e. an acknowledgement by the Customer that: (i) changes of fire or alarm control points may significantly alter a life safety system, and contribute to a dangerous or life -threatening situation. (ii) changes to fire or alarm points may also require approval of local fire authority; changes to other control points may be linked to the life safety system and affect it; and after each such change, the life safety system should be exercised to see that its integrity has not been violated and it functions properly, as was intended. (iii) JCI does not warrant against system malfunction caused by improper use, misuse or wrong entry of data by the Customer, and JCI shall not be liable for situations or damages that are the direct result of user -generated data bases. 5. TAXES, PERMITS, AND FEES. JCI shall be responsible for obtaining all permits and related permit fees associated with the Work and Services. JCI shall pay sales, consumer, use, and other similar taxes and shall secure and pay for the building permit and other permits and governmental fees, licenses, and inspections necessary for proper execution. The Customer shall be responsible for real estate and personal property taxes where applicable. The Customer shall be responsible for securing any necessary approvals, easements, assessments, or zoning changes and shall be responsible for real estate and personal property taxes where applicable. JCI makes no representations regarding JHNSON CONTLS City of Fort Worth Performance Contract Page 3 the tax implications or Customer's accounting treatment of this Agreement. State of Texas Sales taxes and Building Permit Fees are waived. 6. WARRANTY. JCI warrants that materials and equipment furnished by JCI will be of good quality and new; that the Work will be free from defects not inherent in the quality required or permitted; and that the Work and Services will conform to the requirements of the Agreement Documents. JCI warrants that the Work shall be free from defects in material and workmanship arising from normal usage for a period of one year from the Substantial Completion Date of each building or project, and that its Services will be free from defects in workmanship, design, and material until the end of the Term, or for one year, whichever is earlier. Upon written notice from the Customer, JCI shall, at its option, repair or replace the defective Work or re -perform defective Services. These warranties do not extend to any Work or Services that have been abused, altered, misused, or repaired by the Customer or third parties without the supervision of and prior written approval of JCI; or if JCI serial numbers or warranty date decals have been removed or altered under this paragraph. The Customer must promptly report any failure of the Equipment to JCI in writing. All replaced Equipment or parts become JCI's property. THESE WARRANTIES ARE IN LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY AND FITNESS FOR A SPECIFIC PURPOSE. Customer understands that JCI is a provider of services under this Agreement. JCI shall not be considered a merchant or a vendor of goods. If JCI installs or furnishes a piece of equipment under this Agreement, and that equipment is covered by a warranty from the manufacturer, JCI will transfer the benefits of that manufacturer's warranty to Customer if this Agreement with Customer terminates before the equipment manufacturer's warranty expires. Any special warranty requirements identified in Schedule 1 for a specific Facility Improvement Measure (FIM) will take precedence over the above warranty obligations. 7. CLEANUP. JCI shall keep the premises and the surrounding area free from accumulation of waste materials or rubbish caused by the Work and, upon completion of the Work, JCI shall remove all waste materials, rubbish, tools, construction equipment, machinery, and surplus materials. 8. SAFETY. JCI shall be responsible for initiating, maintaining, and supervising all safety precautions and programs in connection with the performance of the Work or Services. JCI shall comply with all applicable laws, ordinances, rules, regulations, and lawful orders of public authorities related to safety of persons or property. 9. HAZARDOUS SUBSTANCES. (A) If asbestos or hazardous substances in any form are encountered or suspected, JCI will stop its own work in the affected portions of the project to permit testing and evaluation. (B) To the maximum extent permitted by law, Customer will indemnify and release JCI and its officers, employees, and subcontractors from all claims, damages, losses, and costs, including, but not limited to, attorney's fees and litigation expenses arising out of or relating to the presence, discharge, release, or escape of hazardous substances, contaminants, or asbestos on or from the project. Nothing contained herein shall be construed to require the Customer to levy, assess or collect any tax to fund this indemnification. JHNSON CONT&S City of Fort Worth Performance Contract Page 4 (C) The indemnification and release required above shall not apply in the event the discharge, release or escape of hazardous substances, contaminants, or asbestos is a result of JCI's negligence or if such hazardous substance, contaminant or asbestos is brought onto the project by JCI. (D) Unless specifically noted in Schedule 1, JCI's obligations expressly exclude any Work or Services of any nature associated or connected with the identification, abatement, cleanup, control, removal, or disposal of hazardous materials or substances, including but not limited to asbestos or PCBs, in or on the premises. The Customer represents that, to the best of the Customer's knowledge, there is no asbestos or hazardous material in the Customer's building that will in any way affect JCI's work. Should JCI become aware of or suspect the presence of asbestos or hazardous materials, JCI shall have the right to stop work in the affected area immediately and notify the Customer. The Customer will be responsible for doing whatever is necessary to correct the condition in accordance with all applicable statutes and regulations. The Customer agrees to assume responsibility for any claims arising out of or relating to the presence of asbestos or hazardous materials in the Customer's building. 10. INSURANCE. Prior to commencing the Work, JCI shall provide a certificate of insurance with Contractor showing its insurance coverage's, and JCI shall maintain such insurance in full force and effect at all times until the Work and Services have been completed, in the following minimum amounts: COVERAGES LIMITS OF LIABILITY Statutory Workmen's Compensation Insurance, including Employer's Liability Comprehensive General Liability Insurance, including Contractual Comprehensive Automobile Liability Insurance Statutory $5,000,000 One Occurrence $5,000,000 Each Aggregate $2,000,000 Combined Single Limit The above limits are obtained through primary and excess policies. The Contractor shall be responsible for obtaining any builder's risk insurance and shall assume full responsibility for any risk of loss to the Work. Professional Liability Insurance (Errors and Omissions) $1,000,000 Per claim $2,000,000 Project aggregate The Professional Liability Policy shall be written on a "claims made" and shall be in effect for the duration of this agreement and for 12 months following JCI's issuance of the Certificate of Substantial Completion. For the term of this agreement, JCI shall ensure that its current or subsequent insurer shall list the City as a certificate holder following the issuance of the Certificate of Substantial Completion by the JCI. The City shall be notified at least 30 days prior to cancellation or substantial change in coverage. Additional Insurance Requirements: a. Certificates of insurance evidencing that JCI has obtained all required insurance shall be delivered to the Customer prior to proceeding with the work. J. JHNSON CONTeLS City of Fort Worth Performance Contract Page 5 b. Applicable policies, except Workers' Compensation and Professional Liability, shall be endorsed to name Customer an Additional Insured thereon. The term Customer shall include its employees, officers, officials, agents, and volunteers as respects the contracted services. c. Certificate(s) of insurance shall document that insurance coverage required herein are provided under applicable policies documented thereon. d. Any failure on part of Customer to request required insurance documentation shall not constitute a waiver of the insurance requirements. e. A minimum of thirty (30) days notice of cancellation or reduction in the limits of coverage shall be provided to Customer. A ten (10) days notice shall be acceptable in the event of non-payment of premium. Such terms shall be endorsed onto JCI's insurance policies. Notice shall be sent to the Director of the Transportation and Public Works Department Director, City of Fort Worth, 1000 Throckmorton, Fort Worth, Texas 76102. f. Insurers for all policies must be authorized to do business in the state of Texas or be otherwise approved by Customer; and, such insurers shall be acceptable to the Customer in terms of their financial strength and solvency. g. Deductible limits, or self -insured retentions, affecting insurance required herein shall be acceptable to Customer in its sole discretion; in lieu of traditional insurance, any alternative coverage maintained through insurance pools or risk retention groups must be also approved. Dedicated financial resources or letters of credit may also be acceptable to Customer. The certificate of insurance shall state that claims are paid on a "first dollar" basis. h. Customer shall be entitled, upon its request and without incurring expense, to review the JCI's insurance policies including endorsements thereto and, at Customer's discretion, JCI may be required to provide proof of insurance premium payments. JCI may mark such policies as "Confidential" and Customer will use its best efforts to keep such information confidential. In the event Customer receives a request for public information to disclose such policies, Customer shall promptly notify JCI who will provide reasonable assistance in submitting a request to the Office of the Attorney General to prevent the disclosure of such information. i. The declaration page of the Commercial General Liability insurance policy shall have no exclusions by endorsements unless Customer approves in writing such exclusions. The Professional Liability insurance policy, if written on a claims made basis, shall be maintained by JCI for a minimum two (2) year period subsequent to the term of this Agreement. JCI shall renew the policy annually, as necessary, to meet this requirement. k. Customer shall not be responsible for the direct payment of any insurance premiums required by this agreement. It is understood that insurance cost is an allowable component of JCI overhead, the cost of which is included in the cost of this Agreement. I. Except for the Professional Liability insurance policy, all insurance shall be written on an occurrence basis. m. Subconsultants or subcontractors to JCI shall be required to maintain the same or reasonably equivalent insurance coverage as required by JCI. When subconsultants or subcontractors maintain insurance coverage, JCI shall provide Customer with documentation thereof on a certificate of insurance. Notwithstanding anything to the contrary contained herein, in the event a subconsultant or •1r HNSON CONT J �r LS City of Fort Worth Performance Contract Page 6 subcontractor's insurance coverage is canceled or terminated, such cancellation or termination shall not constitute a breach by JCI of the Agreement. 11. LIABILITY AND FORCE MAJEURE. JCI shall not be liable under this Agreement in an amount in excess of its primary general comprehensive policy limits. Neither JCI nor the Customer will be responsible to the other for any special, indirect, or consequential damages arising in any manner from the Work or Services. Neither party will be responsible to the other for damages, loss, injury, or delay caused by conditions that are beyond the reasonable control, and without the intentional misconduct or negligence, of that party. Such conditions include, but are not limited to: acts of God; acts of Government agencies; strikes; labor disputes; fire; explosions or other casualties; thefts; vandalism; riots or war; or unavailability of parts, materials or supplies. If this Agreement covers fire safety or security equipment, the Customer understands that JCI is not an insurer regarding those services. JCI shall not be responsible for any damage or loss that may result from fire safety or security equipment that fails to perform properly or fails to prevent a casualty Toss. JCI is also not responsible for any injury, loss, or damage caused by equipment that is not Covered Equipment, as defined in Schedule 3. ON f 12. JCI'S PROPERTY. All materials furnished by and used by JCI personnel at the installation site, including documentation, schematics, test equipment, software, and associated media remain the exclusive property of JCI. The Customer agrees not to use such materials for any purpose at any time. The Customer agrees to allow JCI personnel to retrieve and to remove all such materials remaining after installation or maintenance operations have been completed. The Customer acknowledges that all JCI software included is proprietary and will be delivered only under the provisions of an appropriate Software License Agreement that will limit its use to the system purchased under this Agreement. All license fees are included in the cost of this agreement. 13. MODIFICATIONS. Additions, deletions, and modifications to this Agreement may be made upon the mutual agreement of the parties. The parties contemplate that such modifications may include but are not limited to the installation of additional energy conservation measures, facility improvement measures, and operational efficiency improvements or furnishing of additional services within the identified facilities, as well as other facilities owned or operated by the Customer. These modifications may take the form of additional phases of work or modifications to the original scope of Work or Services. See Scope of Work Addition. 14. NOTICES. All notices or communications related to this Agreement shall be in writing and shall be deemed served if and when sent by facsimile or mailed by certified or registered mail to JCI at the address listed on page 1 of this Performance Contract and to JCI, ATTN: Controller, SSNA, 507 East Michigan Street, Milwaukee, Wisconsin, 53202, and to Customer at the address listed on page 1 of this Performance Contract. 15. ADDITIONAL TERMS. A. Any failure of JCI to require strict performance by the Customer, or any waiver by JCI of any requirement under this Agreement does not consent to or waive any subsequent failure or breach by the Customer. B. If any provision of this Agreement is invalid under any applicable law, that provision shall not apply, but the remaining provisions shall apply as written. C. The captions and titles in this Agreement are for convenience only and shall not affect the interpretation or meaning of this Agreement. D. This Agreement is the full Agreement between JCI and the Customer as of the date it is signed. All previous conversations, correspondence, agreements, or representations related to this Agreement (including any Project Development Agreement) are not part of the Agreement between JCI and the Customer and are superceded by this Agreement. JHNSON CONTLS City of Fort Worth Performance Contract Page 7 E. This Agreement shall be construed in accordance with the laws of the state of the principal place of Business of the Customer at the time of the execution of this Agreement. F. If there is more than one Customer named in this Agreement, the liability of each shall be joint and several. 16. SCOPE OF ADDITIONAL WORK. Additional improvements or services throughout the multi -year term of the Performance Contract Agreement or during the course of installing the improvements described in Schedule 1 and/or performing the services described in Schedule 3 may be of mutual benefit to the Customer and JCI. Upon Customer's written request, JCI shall perform a preliminary audit on the identified facilities to estimate the scope, costs and savings associated with potential energy conservation measures and estimated costs to perform the Project Development Agreement (PDA). Customer's intent will be to execute a PDA with JCI for the development of firm cost and savings projections when it is agreed that the results of JC1's preliminary audit indicate that a project with acceptable payback can be developed and executed. If the cost of the PDA exceeds $25,000, Customer must obtain City Council approval before executing a change order to authorize the PDA. Customer will have no obligation to pay the PDA cost if: A. JCI and the Customer enter into a Performance Contract Project Agreement (PCPA) within 60 days after the delivery to the Customer of the PDA deliverables. PDA costs will be transferred to the total cost of the PCPA and be subject to the payment terms outlined in the PCPA; or B. The project benefits do not offset the cost of the project within the pre -negotiated acceptable payback period. Project benefits shall include, but not be limited to, utility cost avoidance, negotiated utility rate reductions, operating and maintenance cost avoidance, capital cost avoidance and utility revenue increases. 17. PAYMENT AND PERFORMANCE BONDS: JCI shall give Customer surety bonds as required by Chapter 2253, Texas Government Code. In order for a surety to be acceptable to the City, the surety must meet the requirements of V. A. T. S Insurance Code, art. 7.19-1(c). Satisfactory proof of any such reinsurance shall be provided to Customer upon request. Customer, in its sole discretion, will determine the adequacy of the proof required herein. No sureties will be accepted by Customer that are at the time in default or delinquent on any bonds or which are interested in any litigation against Customer. Should any surety on the contract be determined unsatisfactory at any time by Customer, notice will be given to JC1 to that effect and JCI shall immediately provide a new surety satisfactory to the City. . The Payment Bond shall be executed in the amount of the contract and shall be solely for the protection of all claimants supplying labor and material in the prosecution of the work. The Performance Bond shall be executed in the amount of the contract conditioned on the faithful performance of the work in accordance with the plans, specifications, and contract documents. Said bond shall solely be for the protection of the Customer of Fort Worth. Customer, at its sole option, may require some a surety bond to guarantee the Guaranteed Utility Savings. In such event Customer requires such bond, Customer shall be responsible for the costs associated with obtaining the bond. 18. RIGHT TO AUDIT. JCI agrees that the Customer shall, until the expiration of three (3) years after final payment under this contract have access to and the right to examine and photocopy any directly pertinent books, documents, papers and records of JC1 involving transactions relating to this JHNSON CONTLS City of Fort Worth Performance Contract Page 8 Agreement. JCI agrees that Customer shall have access during normal working hours to all necessary JCI facilities and shall be provided adequate and appropriate workspace in order to conduct audits in compliance with the provisions of this section. Customer shall give JCI reasonable advance notice of intended audits. a. JC further agrees to include in all its subcontracts hereunder a provision to the effect that the subcontractor agrees that Customer, under the expiration of three (3) years after final payment under the subcontract, have access to and the right to examine and photocopy any directly pertinent books, documents, papers and records of such subcontractor, involving transactions to the subcontract, and further, that Customer shall have access during normal working hours to all subcontractor facilities, and shall be provided adequate and appropriate work space, in order to conduct audits in compliance with the provisions of this article together with subsection (c) hereof. Customer shall give subcontractor reasonable advance notice of intended audits. b. JCI and subcontractor agree to photocopy such documents as may be requested by Customer. Customer agrees to reimburse JCI and subcontractor for the costs of copies at the rate published in the Texas Administrative Code 19. MINORITY AND WOMEN BUSINESS ENTERPRISE (MIWBE) PARTICIPATION: In accord with City of Fort Worth Ordinance No. 15530, the City has goals for the participation of minority business enterprises and woman business enterprises in City contracts. JCI acknowledges the MIWBE goal established for this contract and its commitment to meet that goal. JCI will comply with the City's M/WBE Ordinance by committing to 19% M/WBE participation from the total award for construction and supplies, $1,960,000. Any misrepresentation of facts (other than a negligent misrepresentation) and/or the commission of fraud by JCI may result in the termination of this agreement and debarment from participating in City contracts for a period of time of not less than three (3) years. 20. NONAPPROPRIATION OF FUNDS: Notwithstanding any other term, provision or condition whatsoever of this Agreement to the contrary, each and every financial obligation of Customer and all obligations requiring an expenditure of funds, and any and all damages payable by Customer pursuant to this Agreement, are subject to Customer appropriating funds, therefore, and in the event funds are not appropriated by Customer, or the funds appropriated by Customer's governing body in any fiscal period of this Agreement for Rent or other sums or amounts due under this Agreement are insufficient therefore, this Agreement Master Lease shall terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to Customer of any kind whatsoever, except as to amounts herein agreed upon for which funds shall have been appropriated and budgeted. Customer will promptly notify JCI of the termination by Customer of this Agreement, or any such non -appropriation by Customer. Customer represents to JCI that it has entered into a municipal lease agreement with Wells Fargo Public Finance for $466,620 and has furthered entered into a loan agreement in the amount of $2,596,470 with the Texas State Energy Conservation Office. These funds are available to meet Customer's financial obligations under this Agreement. 21. ACCESS TO CITY FACILITIES: AU city operations in the facilities affected by this project will maintain normal functions during the installation phase of the project. JCI will ensure that the installation work is conducted in such a way as to maintain a normal, comfortable operating environment for the facility occupants. 22. INDEMNITY: JCI shall indemnify and hold harmless the Customer, its employees, agents, and assigns against all claims, actions, damages, liabilities, and expenses, including attorney's fees, arising out of or related to any claims of patent infringement and any claims of construction or materialmen's lien made by any subcontractor or materialmen. JCI and the Customer agree that JCI shall be responsible only for such injury, loss, or damage caused by the intentional misconduct or the JHNSON CONTLS City of Fort Worth Performance Contract Page 9 negligence act or omission of JCI. The obligations of JCI and of the Customer under this paragraph are further subject to paragraphs 3 and 11 above. NOTICE JCI MAKES NO WARRANTIES AS TO THE EQUIPMENT EXCEPT AS SET FORTH ABOVE. Johnson Controls, Inc. Signature 171c7 Printed Name: Michael Flores Title: Texas Solutions Business Manager Date: Q-J-2 `03 City of Fort Worth Signature: C' Printed Name: Marc Ott Title: Assistant City Manager Date: City of Fort Worth Signature: Printed Name: Gary Steinberger Title: Assistant City Attorney Date: 74, Contract Author ization Ckl/C1.3 Date City of Fort Worth Signature: Printed Name: Robert Goode Title: Director of Transportation and Public Works (TPW) Date: r/e4/4.-1 City of Fort Worth 1/ Signature: /� ��tc,b-k,, Printed Name: Gloria OrYerstreet Pearson Title: City Secretary Date: 0 - - J ONT Schedule 1 olook 1f HNSON LS City of Fort Worth Performance Contract SCOPE OF WORK SCHEDULE Page I 9. SCOPE. JCI will provide the Customer with the work (Work) identified on this Schedule. JCI shall supervise and direct the Work and shall be solely responsible for all construction means, methods, techniques, sequences, and procedures and for coordinating all portions of the Work under this Agreement. JCI shall be responsible to pay for all labor, materials, equipment, tools, construction equipment and machinery, transportation, and other facilities and services necessary for the proper execution and completion of the Work, whether temporary or permanent and whether or not incorporated or to be incorporated in the Work. 2. SUMMARY OF WORK: The following summaries the Scope Of Work Provided by JCI under this agreement: Scope Of Work I. Lighting Equipment Upgrades 2. Lighting Control Upgrades 3. HVAC Plant Upgrades 4. HVAC Control Upgrades 5. Water Conservation COFW_Schedule 1 22SEP03.doc J CONT 40114 • F--; Schedule 1 HNSON LS City of Fort Worth Performance Contract UCRM #1 LIGHTING EQUIPMENT UPGRADES FACILITIES INCLUDE: CITY HALL, PUBLIC SAFETY, MUNICIPAL ANNEX, MEACHAM TERMINAL Page 2 Replace existing lighting equipment with new lamps and ballast per project scope as shown in the following tables. Many retrofits will reuse existing T8 lamps. Lenses and diffusers will be cleaned on each fixture that is retrofitted. Johnson Controls will provide necessary protection to avoid damage to adjacent services in the surrounding work areas. A 1 % stock of ballasts and 2% stock of lamps will be provided by JCI after completion of installation and turned over to the owner to help accommodate any warranty period failures. Customer will be responsible for installation of warranted lighting devices. Only manufacturers warranty applies after substantial completion date. Note: > Except for replacing selected T12 fixtures, JCI did not include the addition of any new fixtures. > JCI specifically excludes disposal of any items removed. > All existing fluorescent or incandescent lamps removed will be turned over to City for disposal or, at the City's discretion, for reuse at other facilities. > All light fixtures removed will be turned over to City for disposal or, at the City's discretion, for reuse at other facilities. • All existing ballasts removed will be turned over to City for disposal or, at the City's discretion, for reuse at other facilities. > For areas where existing lighting is currently below Illumination Engineering Society of North America (IESNA) light level standards, lighting upgrades will meet or exceed current light levels. For areas where existing lighting currently exceeds IESNA light level standards, lighting upgrades will meet or exceed IESNA light level standards. • Where fixtures are not indicated as "new" the existing fixtures may be retrofitted to accommodate new ballasts, lights and lens as stated. COFW_Schedule 1 22SEP03.doc J ONT Schedule 1 osek doki HNSON LS City of Fort Worth Performance Contract Page 3 CITY HALL the facility. Most of the facility lighting has been retrofitted The existing conditions vary throughoutAn with T8 technology. The lighting levels vary from below IESNA standards to 130-foot candles. aggressive approach is beingi taken utilizinga low -watt ballast in the four lamp version with a white e served bya de -lam ped 2-lamp version of the same fixture (most of reflector. In areas which are the general work areas), low -watt ballast with white reflector kit will also be utilized. There are Some of some locations on the second floor where this fixture is at 14' above the finish floor. Som these higher fixtures will not be retrofitted. In some of the higher fixtures, a specular reflector will be used with a low watt ba llast to maintain adequate light levels. In many cases, low watt ballast will be utilized in combination with removal of fixtures to reduce unnecessary energy use. City Hall — Lighting Equipment Upgrades CO ., I.. {I I, - e•.I ,;,F 11-...,.'y _rE 'ry esdi with a 2-lamp low watt electronic ballast 88 2 - 4'32 watt 35k T8 Lamps 2 135 3x3 White enamel reflector kit with a 2 lamp low watt electronic ballast 2 3x3 White enamel reflector kit with a 2 lamp standard electronic ballast 8 2- 4' 32 watt 35k T8 Lamps with a 2-lamp high power electronic ballast and white enamel 8' reflector kit 78P 5 3x3 Specular reflector kit with a 2 lamp low -watt electronic ballast 34 Relocate existinglamps with centering brackets and a 2-lamp standard power electronic ballast 738 2-lamp low power ballast with a 2x4 white enamel reflector kit p 159 2-lam standard power ballast with a 2x4 white enamel reflector kit 15 2-lamp m standard power ballast with a 4' white enamel wrap reflector kit 1 New stripfixture with 1 - 4' 35k T8 lamps with a 1-lamp standard ballast 10 New LED exit sign 2 1-11 watt compact fluorescent lamps and locking device 1 1- 15 watt compact fluorescent lamps and locking device 25 1- 20 watt compact fluorescent lamps and locking device 6 1- 23 watt compact fluorescent lamps and locking device 1 Remove existing fixture and fixture whip 93 Remove existing Ballast and sockets 4,104 Total COFW_Schedule 1 _22SEP03.doc C17 Schedule 1 HNSON LS City of Fort Worth Performance Contract Page 4 PUBLIC SAFETY facility has been retrofitted with T8 lamps. Where possible, JCI took the Presently, 99 In of this fac ty with approach with the 4-lamp fixtures in this facility with de -lam in p 9,adding reflectors and standard ballasts. JCI is also replacing many of the old 8', 2-lamp T 12 strip fixtures with new 4', 2-lamp T8 fixtures. Across this facility, we are9 removin all the old wrap -type and 8' strip -type fixtures when and where possible. Againin over -lit areas, JCI will be reducing light levels while reducing the , number of fixtures through the use of new fixtures and aggressive upgrades. This facility is not as over lit as Meacham and the Annex. Public Safety — Lighting Equipment Upgrades copo :, Descr p u rep,: r _ _ _ . w, � . ,a�� ,, . � �� . - m with a 1-lamp low watt electronic ballast 8tr 1 - 4'32 watt 35k T8 Lamp 1 2 - 3' 25 watt 35k T8 Lamps with a 2-lamp low watt electronic ballast -35k T8 Lamps with a 4-lamp low watt electronic ballast for tandem 8 2 4'32 watt wiring low watt electronic ballast 36 2 - 4' 32 watt 35k T8 Lamps with a 2-lamp - 4' 32 watt 35k T8 Lamps with a 2-lamp dimmable electronic ballast 6 2 f standard power electronic ballast and 8' 12 2 - 4 32 watt 35k T8 Lamps with a 2-lamp to 4' conversion kit 4 2 - 4' 32watt 35k T8 Lamps with a 4-lamp standard electronic ballast and white enamel reflector kit for tandem wiring 4 69 2 - 32st and watt 35k T8 Lamps with a 2-lamp standard power electronic ballast 2x4 white enamel reflector kit. is ballast and 4 2 - 4' 32 watt 35k T8 Lamps with a 2-lamp standard power electron white enamel wrap reflector kit. ballast 8 2 - 8' 35k T8 Lamps with a 2-lamp F096 standard power electronic 4- 4' 32 watt 35k T8 Lamps with a 4-lamp low power electronic ballast 30 1 4- 4' 32 watt 35k T8 Lamps with a 4-lamp high power electronic ballast and white g enamel 8' reflector kit 395 2-lamp standard power ballast with a 2x4 white enamel reflector kit p 120 2-lam low power ballast with a 4' white enamel wrap reflector kit 76 2-lamp m standard power ballast with a 4' white enamel wrap reflector kit 6 New industria l l hood fixture with 2 - 4' 35k T8 lamps with a 2-lamp standard ballast 14 New wrap fixture with 2 - 4' 35k T8 lamps with a 2-lamp standard ballast New wrapfixture with 2 - 4' 35k T8 lamps with a 2-lamp low watt ballast 45 28 New 8' wrap fixture with 2-4'with a 2-lam 35k T8 lamps p ballast 66 New 8' wrap fixture with 4 — 4' 35k T8 lamps with a 4-lamp ballast 17 1- 15 watt compact fluorescent lamps and locking device 6 1- 20 watt compact fluorescent lamps and locking device 30 1- 23 watt compact fluorescent lamps and locking device 3 1- 2 compact watt com act fluorescent lamps, locking device and R30 silver reflector 120 Remove existing fixture and fixture whip 4 Red LED exit sign upgrade kit 12 Red LED exit sign upgrade kit with a new red lens 1,139 Total COFW_Schedule 1 _22SEP03.doc HNSON LS Schedule 1 City of Fort Worth Performance Contract Page 5 MUNICIPAL ANNEX The facility has light level s of 90 to 140 foot-candles in the four lamp fixture areas. The most dominant fixture in this building is a 2' x 4' three lamp parabolic fixture with foot-candle readings in the 70 to 115 ranges. In these cases, JC1 is removing one existing Tamp, replacing the two ballast with a single two lamp electronic ballast and installing a reflect or. This retrofit will reduce present Tight levels 15% to 20%. At the first floor of the facility, JCl will improve light levels where needed. Bathroom and hallways will have substantial wattage reductions but will still maintain strong light levels by de -tamping (no reflector and a low watt ballast). Municipal Annex — Lighting Equipment Upgrades ure 22 - 4' 32 watt 35k T8 Lamps with a 2-lamp low watt electronic ballast 2 2 4' 32 watt 35k T8 Lamps with a 2-lamp standard power electronic ballast 8 2 4' 32 watt 35k T8 Lamps with a 2-lamp low -watt power electronic ballast and 2x4 white enamel reflector kit. 12 4- 4' 32 watt 35k T8 Lamps with a 4-lamp low power electronic ballast and 8' to 4' conversion kit 592 2-lamp low power ballast with a 2x4 white enamel reflector kit 3 1-15 watt compact fluorescent lamps and locking device 14 1- 23 watt compact fluorescent lamps and locking device 33 Red LED exit sign upgrade kit 666 Total COFW_Schedule 1 _22SEP03.doc City of Fort Worth Performance Contract Page 6 Schedule 1 MEACHAM TERMINAL exception of some This is a complete T8 facility with the lower level areas. The entire facility is almo st exclusively a 2' x 4' four lamp T8 troffers which in some cases has been de -tamped because of high light levels. four -lamp fixture range from 90 to 160 foot candles. In Light levels in most work areas under the fou P or and usinglow watt ballast. 9 s JCI is de -tamping the fixture and installing a reflect these instances, This will result in a 25 Io to 30% reduction in light levels (still more than acceptable). areas,JC1 is utilizing the same upgrades. In the first In the de-lamped areas that are officelwork as level with higher ceilings, JCI cannot be aggressive in our wattage reduction, but there is exception in some of the office areas. ssa light levels in these instances. We will be de - Most hallways are three to four times the necessary 9 lam ping with a low watt ballast. Mea cham Terminal — Lighting Equipment Upgrades *tur escrnp err - . - '.4- .,i•, _- .-li e. _.-•i^: -^t .. _ T. _ '4 ':,I ':' - - - _- _ , 19 14 32 wa tt 35 k T8 Lamp with a 1-lamp low watt electronic ballast T8 with a 2-lamp 32 2 - 3 25 watt 35kLampslow watt electronic ballast 57 2 - 4' 32 watt 35k T8 Lamps with a 2-lamp low watt electronic ballastwhite 38 4- 4 32 watt 35k T8 Lamps with a 4-lamp high power electronic ballast and enamel 8' reflector kit lams with centering brackets and a 2-lamp standardpower 22 Relocate existing p electronic ballast 312 2-lamplow power ballast with a 2x4 white enamel reflector kit 539 2-lamp standardpower ower ballast with a 2x4 white enamel reflector kit 1 New wrap fixture wi th 2 - 4' 35k T8 lamps with a 2-lamp standard ballast 2 - 4' 35k T8 lamps with a 2-lamp high power ballast New wrap fixture with 9 1- 15 watt compact fluorescent lamps and locking device 22 1- 20 watt compact fluorescent lamps and locking device 1 1- 23 watt compact fluorescent lamps and locking device 15 1- 27 watt compact fluorescent lamps and locking device 4 1 - 44 watt compact fluorescent lamps and locking device 52 - 15 watt compact fluorescent lamps with locking devices 1076 Total COFW Schedule 1 _22SEP03.doc JHNSON CONTLS Schedule 1 UCRM #2 LIGHTING CONTROL UPGRADES City of Fort Worth Performance Contract FACILITIES INCLUDE: CITY HALL, PUBLIC SAFETY, MUNICIPAL ANNEX, MEACHAM TERMINAL Page 7 Install lighting controls to reduce operating hours in certain areas of each facility. A 1 % stock of timers and switches will be provided by JCI after completion of installation and turned over to the owner to help accommodate any warranty period failures. Customer will be responsible for installation of warranted control devices. Only manufacturers warranty applies after substantial completion date. CITY HALL Lower Level & Second Floor: Provide DDC enable/disable of each floor lighting via control relays to energize/de-energize lighting contactors. Field material, four (4) UNT110 controllers, 4 RIB relays and one (1) momentary override push button per floor. DDC controls will be tied into the Metasys FMS. Note: There is no Lighting Control of the first floor. PUBLIC SAFETY 6 - Wall Switch Timers. A simple digital timer, which can be set to turn the designated area off at certain time delays. 35 - Wall Switch Occupancy Sensors. infrared occupancy wall sensor, which will turn lights on in occupied rooms. 33 - Ceiling Mounted Occupancy Sensors. Utilized both infrared sensor and dual technology sensor, which will turn lights off when not occupied. All ceiling sensors compatible switch packs to combine the transformer and a relay. MUNICIPAL ANNEX 4 - Wall Switch Timers. A simple digital timer, which can be set to turn the designated area off at certain time delays. 43 - Wall Switch Occupancy Sensors. Infrared occupancy wall sensor, which will turn lights on in occupied rooms. 6 - Ceiling Mounted Occupancy Sensors. Utilized both infrared sensor and dual technology sensor, which will turn lights off when not occupied. All ceiling sensors compatible switch packs to combine the transformer and a relay. COFW Schedule 1 22SEP03.doc CONTLS JHNSON City of Fort Worth Performance Contract Schedule' Page 8 MEACHAM TERMINAL 12 - Wall Switch Timers. A simple digital timer, which can be set to turn the designated area off at certain time delays. 48 - Wall Switch Occupancy Sensors. Infrared occupancy wall sensor, which will turn lights on in occupied rooms. 18 - Ceiling Mounted Occupancy Sensors. Utilized both infrared sensor and dual technology sensor, which will turn lights off when not occupied. All ceiling sensors compatible switch packs to combine the transformer and a relay. COFW Schedule 1 22SEP03.doc J CONT HNSON LS City of Fort Worth Performance Contract Schedule 1 UCRM #3 HVAC PLANT UPGRADES FACILITIES INCLUDE: CITY HALL, PUBLIC SAFETY CITY HALL/PUBLIC SAFETY — COOLING UPGRADES Page 9 The City Hall is currently served by a central chilled water system produced by a remote cooling plant that provides cooling for the majority of this building. There is also an adjacent building across the street from the City Hall called the Public Safety Buildingtwhich is interconnected with the City Hall itself via an under -street facility known as the 10th Street Annex. At present each of these additional buildings and spaces are served independently by their own chillers, pumps, air handling systems, and piping systems. The scope of this UCRM will be to tie all of these facilities onto the City Hall central cooling plant through piping extensions, and to replace and expand all primary cooling equipment in the Central Plant with larger capacity high -efficiency equipment. All individual building chillers and pumps will be deactivated and cooling for all facilities will be provided from the central cooling plant. The purpose of this project will be to consolidate cooling operation of all facilities to reduce overall cooling energy use and maintenance costs. This will be accomplished through new water-cooled high -efficiency chillers, new cooling towers and pumps with high -efficiency motors, and piping and control modifications to provide a variable -flow chilled water building loop to further reduce pumping energy. The scope of work will be as follows: CCFW Schedule 1_22SEP03.doc J CONT ON.14 Schedule 1 HNSON LS gty Hall - Service Building City of Fort Worth Performance Contract Page 10 1. Replace all existing chillers, cooling towers and associated pumps with new larger capacity high -efficiency equipment, in place. All new cooling equipment will be sized for the total addition of all building design loads, and are described as follows: New W.C. Chillers Tons Type Chiller #1 400 Centrifugal Chiller #2 400 Centrifugal Chiller #3 200 Screw Load New Pumps GPM Head HP Factor Type Chd.Wtr.Pump #1 960 30' 15.0 0.87 In -Line Chd.Wtr.Pump #2 960 30' 15.0 0.87 In -Line Chd.Wtr.Pump #3 480 30' 7.5 0.87 In -Line Cond.Wtr.Pump #1 1200 I 60' 1 25.0 0.87 Dbl.Suct. Cond.Wtr.Pump #2 I 1200 60' 25.0 0.87 I Dbl.Suct. Cond.Wtr.Pump #3 I 600 60' 20.0 0.87 1 Dbl.Suct. Loop Pump #1 1 2400 90' 75.0 0.87 Dbl.Suct. Lp. Pmp #2 (stdby) I 2400 90' I 75.0 0.87 Dbl.Suct. Total Load New Clg. Towers GPM HP HP Factor 5 Cells, Each: + 600 I 25.0 I 125.0 I 0.80 2-spd.mtr 2. Convert existing central chilled water piping arrangement to primary/secondary type, with primary chiller loops and variable -flow secondary building loop. 3. A primary chiller pump associated with each chiller will serve each chiller loop. These three pumps will have high efficiency motors. 4. A secondary chilled water pump will serve the secondary building loop. Total of two pumps (one standby). Each pump will be provided with VFD control to modulate pump capacity in response to variable -flow in the building loop. Each motor is to be rated for high efficiency and VFD operation. 5. Replace existing five -cell cooling tower on roof with new cooling tower assembly, in place. Reconnect , or replace as necessary, all piping, electric, etc. 6. Existing starters will be replaced with starters sized for new motor horsepower, if required. 7. All pipe, valves, and fittings will have two inches of fiberglass insulation with canvas jacketing suitable for painting. The external domestic water piping connected to the cooling towers will have two inches of insulation and covered water tight with aluminum jacketing. Exterior jacketing will be weatherproof. 8. A new 8" bypass "decouple" line will be installed between primary loops and secondary building loop. COFW Schedule 1 22SEP03.doc J CONT Schedule 1 Iwo 0110 i two HNSON LS City of Fort Worth Performance Contract Page 11 9. Isolation valves for each equipment item, as well as check valves, balance valves and strainers for each pump will be furnished and installed. 10. Replacement and upgrade of the central cooling plant will include modifications to the central plant building as required by building codes, to include a new refrigerant reclaim system, refrigerant monitoring and emergency ventilation system, system emergency shutoff switch, SCBA gear and emergency signage. A new 2-hour fire -rated sheetrock wall with one 6' x 7' non -locking service doors with weather stripping will also be constructed within the plant space to separate the chillers and boilers as required by local code officials. New walls will be taped and bedded, textured and painted with a color to match existing wall color. Furnish and install a 6" rubber base on both sides of new wall. 11. All work is to be scheduled and coordinated with the day-to-day operation of the Central Plant to maintain outages at a minimum without interference to the operation of any facilities. 12. Furnish and install new concrete equipment pads extensions for larger chillers. Furnish and install new concrete pads for any added pumps. Some existing concrete pads will remain. 13. All new fluid systems and any branch system that is connected to same will be balanced by an AABC Certified Independent subcontractor. 14. Each in and out piping connection to all chillers will include a thermometer and gauge with gauge cock. Each in and out piping connection to all pumps will include a gauge and gauge cock. Each in and out piping header that connects to the cooling towers will include a thermometer. Each device will have it's own separate piping port to the system it is to monitor. Public Safety & 10th Street Annex 1. Extend new chilled water piping from existing piping mains in the City Hall through the existing building and connect to local chilled water loops serving the 10thStreet Annex and Public Safety Building. Piping will run within the City Hall basements up into existing wall cavities to above existing ceilings between buildings. All existing walls and ceilings that are opened or removed will be replaced with finishes, as they originally exist. The fire rating of each area will be maintained or replaced to match the existing conditions. 2. All work is to be scheduled and coordinated with the day-to-day operation of the Central Plant to maintain outages at a minimum with out interference to the operation of any facilities. 3. Existing chillers, pumps, and cooling towers and auxiliaries serving the 10th Street Annex and Public Safety Building will be deactivated and remain in place. All refrigerant will be reclaimed and disposed of in accordance to code. Existing electrical will be disconnected and terminated as required by code. 4. The Public Safety Building will represent the end of the building loop served by the central plant. This building will therefore be provided with a chilled water booster pump to insure adequate water circulation within the local building loop. New booster pump will be: 360 gpm, 60' head, 7.5 hp, high -efficiency motor. 5. All work is to be scheduled and coordinated with the day-to-day operation of the Public Safety Building and 1 d'' Street Annex to maintain outages at a minimum without interference to the operation of any facilities. COFW Schedule 1 22SEP03.doc JHNSON CONTLS Schedule 1 UCRM #4 HVAC CONTROL UPGRADES FACILITIES INCLUDE: CITY HALL, PUBLIC SAFETY, and MUNICIPAL ANNEX City of Fort Worth Performance Contract Page 12 JCI will install a Johnson Controls Metasys Facility Management System (FMS) for HVAC equipment in all buildings on the Downtown Campus (City Hall, Public Safety, and Municipal Annex). The FMS system will provide centralized monitoring and control capabilities for maintenance personnel. Operating conditions in each building on the system will be constantly monitored and conditions falling outside operator -determined alarm limits will be instantly detected and alarmed. Software: To be provided and installed by JCI to perform the following: ➢ Programmed start/stop control for heating/cooling equipment ➢ Optimal start time control for heating/cooling equipment ➢ Unoccupied cycle temperature differential ➢ Temperature setpoint adjustment ➢ Remote monitoring ➢ Heating/cooling equipment status ➢ Trending capabilities to monitor heating/cooling equipment runtimes ➢ Software licenses (only for the specific buildings named in this project) Wiring shall be in EMT or rigid conduit as required; Class 2 signal wiring will be installed as plenum -rated cable above accessible lay -in ceilings. Control, control power and interlock wiring will be provided. Operational acceptance tests will be provided when installation is complete. One-year warranty on service and workmanship, including software updates/enhancements. JCI Instructor on -site classroom training for eight (8) people for five (5) consecutive days. Exclusions: 1. Pete's plugs, and test tees. 2. Fire/smoke dampers, F/S damper controls, F/S wiring. 3. Smoke control on all buildings. 4. Furnishing mixing box OA or RA control dampers for existing package rooftop units. 5. Furnishing motor -rated, wall mounted switches for existing exhaust fans. 6. Furnishing, installing or wiring any devices for existing kitchen equipment or fume hoods. 7. Mounting control panels for rooftop units above the roof; all panels to be mounted in nearest mechanical or electrical room. 8. All work on existing City Hall induction units, except the end of loop constant flow valve. 9. Existing pneumatic and air compressor system. . Any fire alarm system interface, control, or wiring. CITY HALL — SERVICE BUILDING 1. Metasys Facility Management System: Provide one (1) Network Automation Engine (NAE) capable of communication via owners Ethernet LAN through owners existing computer terminals (PC's to be furnished by the owner). Offsite communication via internet browser to the Metasys system available through owners LAN internet connection. Provide one (1) COFW_Schedule 1_22SEP03.doc J HNSON cONPLS Schedule 1 City of Fort Worth Performance Contract Page 13 Application and Data Server (ADS) and required software allowing for a maximum of 10 concurrent users. 2. Chilled Water System — Provide DDC control of three (3) new water-cooled Chillers CH-1, CH-2 and CH-3 and three (3) new inline chilled water pumps. New chilled water system to supply chilled water to Main Building, 10th Street Annex Building and Public Safety Building. Provide two new differential pressure sensors near end of loop to control the new secondary chilled water pumps SCHP-1 and SCHP-2 (with VFD's), one sensor located in City Hall Main Building and the other sensor located in the Public Safety Building. Field wire factory - furnished flow switches. Tie new chillers directly into the Metasys N2-bus via the chiller manufacturer supplied Metasys N2 communication interface. Controls; include start/stop, status, and chilled water setpoint reset (all control points via chiller N2-bus interface). 3. Condenser Water System — Provide control of new five -cell cooling tower CT-1 and new condenser water pumps CWP-1 and CWP-2. Furnish new cooling tower 3-way bypass valve. Field wire factory -furnished vibration switches. Controls include cooling tower fan startlstop, status, cycling of towers and bypass valve control to maintain condenser supply water temperature. 4. Hot Water System — Provide control of existing Boilers B-1 & B-2 and existing hot water pumps HWP-1, 2, 3 and 4. Provide control of existing heating water bypass valve and reactivate outside air reset control of hot water building loop temperature. Controls include start/stop, status, bypass valve control, boiler supply temperatures, common hot water supply/return temperature and outside air reset of hot water supply temperature setpoint. 5. Meter Monitoring (Qty. 1) — kWh meter (by others) monitoring via UNT controller, controls furnished and installed. Tie into N2 network trunk. CITY HALL — MAIN BUILDING 1. Metasys Facility Management System: Provide one (1) Network Automation Engine (NAE) capable of communication via owners Ethernet LAN through owners existing computer terminals (PC's to be furnished by the owner). Offsite communication via internet browser to the Metasys system available through owners LAN internet connection. 2. Chilled Water System — Provide DDC control of two (2) existing air-cooled Chillers CH-1 and CH-2 and one (1) existing chilled water pump serving the computer room air handling units. Provide DDC control of one (1) additional chilled water booster pump. Controls include two (2) chiller start/stop, chilled water pump start/stop and chilled water pump status. 3. Hot Water Pump System — Provide DDC control of two existing (2) hot water booster pumps. Controls include start/stop and status. 4. Induction Loop System — Provide DDC controls of four (4) induction zone pumps and mixing valves. Controls include start/stop, status and induction unit zone temperature monitoring. 5. Main Building Relief Fan (Qty 1) — Provide DDC control of existing building relief air fan. Controls include start/stop and status. 6. CV Reheat Built-up Air Handling Unit AHU-1; with SF#1, 2 & 3 and RF#1 & 2 (Qty. 1) — Provide DDC controls; controls include supply/return fan start/stop, status, return air temperature monitor, night setback and Min-OA damper. Replace existing CHW control valve with new 2-way electric/electronic CHW coil control valve. 7. VAV Reheat Air Handling Unit AHU-3, AHU-4 & AHU-5 (Qty. 3) — Provide DDC controls; controls include start/stop, status, inlet guide vane modulation, supply air static pressure, supply air static pressure high limit, supply air temperature monitor, return air temperature monitor, night setback and existing Min-OA damper control. Replace existing CHW control valves with new 2-way electric/electronic CHW coil control valves. 8. Fan Coil Unit (Qty. 5)- Provide DDC control of existing fan coil units. Replace existing CHW control valves with new 2-way electric/electronic CHW coil control valves. Controls include startlstop, status, space temperature control and return air temperature monitor. CQFW Schedule 1 22SEP03.doc JHNSON CONP1S Schedule 1 City of Fort Worth Performance Contract Page 14 9. Existing 3rd Floor Pneumatic Fan Powered Terminal Units with Electric Reheat (approx. quantity - 57) — Provide relay enable/disable of 24VAC loop and an enable/disable relay at each terminal unit to make/break fan and electric reheat existing circuit. PUBLIC SAFETY — MAIN BUILDING 1. Metasys Facility Management System: Provide one (1) Network Automation Engine (NAE) capable of communication via owners Ethernet LAN through owners existing computer terminals (PC's to be furnished by the owner). Offsite communication via Internet browser to the Metasys system available through owners LAN Internet connection. 2. Chilled Water existing Tertiary pump — Provide DDC control of existing distribution pump. Controls include startlstop and status. 3. Existing Steam Boilers (Qty 2) — Provide DDC control existing steam boilers. Controls include start/stop. 4. Existing CV Air Handling Units AHU-1 (Qty. 1) — Provide DDC controls newly of existing CV AHU system with 2-speed fan. Control existing hot water pneumatic 1/3-2/3 steam heating coil control valves and replace existing CHW control valve with new 2-way electric/electronic CHW coil control valve. Furnish electric to pneumatic switch to control existing pneumatic dump damper. Controls include start/stop, status, return air temperature monitor, night setback, dump damper control, and terminal unit supply air H/C switchover. Supply fan motor is a 2-speed motor, low speed for heating mode and high speed for cooling. 5. Floor Recirculation System: RF-1, 2, 3, 4 & 5 (Qty. 5) — Provide DDC controls for existing floor recirculation fans and existing supply/return air damper actuators. Controls include start/stop, status, space temperature control, setback and damper control. Five recirculation fans serve: 1 Floor North; 2 Floor North & South; and 3rd Floor North & South. 5. MZU Air Handling Unit (Qty. 1) - Provide DDC control of existing multi -zone unit. Control existing HD coil control valve and replace existing CD CHW control valve with new 2-way electric/electronic CHW coil control valve. Furnish new electric -to -pneumatic switch to control existing pneumatic OA damper actuator. Controls include start/stop, status, return air temperature monitor, setback and OA damper control. 7. Meter Monitoring (Qty. 1) — kWh meter (by others) monitoring via UNT controller, controls furnished and installed. Tie into N2 network trunk. PUBLIC SAFETY - 10TH STREET ANNEX 1. Metasys Facility Management System: Provide one (1) Network Automation Engine (NAE) capable of communication via owners Ethernet LAN through owners existing computer terminals (PC's to be furnished by the owner). Offsite communication via Internet browser to the Metasys system available through owners LAN Internet connection. 2. Hot Water Pump System — Provide DDC control of existing hot water pump. Controls include startlstop and status. 3. Hot Water / Steam Converter — Provide DDC control of existing convertor. Controls include startlstop and supply temperature control. Furnish new electric -to -pneumatic transducer to control existing pneumatic 2-way steam coil control valve. 4. MZU Air Handling Unit (Qty. 1) — Provide DDC control of existing multi -zone unit. Control existing HD coil control valve and replace existing CD CHW control valve with new 2-way electric/electronic CHW coil control valve. Furnish new electric -to -pneumatic switch to control existing pneumatic OA damper actuator. Controls include start/stop, status, return air temperature monitor, setback and OA damper control. COFW Schedule 1 22SEP03.doc JHNSON cONT-LS Schedule 1 MUNICIPAL ANNEX City of Fort Worth Performance Contract Page 15 1. Metasys Facility Management System: Provide one (1) Network Automation Engine (NAE) capable of communication via owners Ethernet LAN through owners existing computer terminals (PC's to be furnished by the owner). Offsite communication via Internet browser to the Metasys system available through owners LAN Internet connection. 2. Chilled Water System — Provide DDC control of existing air-cooled chiller CH-1 and distribution pumps CHP-1 and CHP-2. Controls include start/stop, status, and chilled water setpoint reset (all control points via chiller interface). 3. Hot Water System — Provide DDC control of existing boiler and existing hot water pumps HWP-1, 2 & 3. Controls include start/stop, status and hot water setpoint. Hot water pump HWP-1 serves the main building and HWP-2 & 3 serve the basement main air handling unit HW coil. 4. VAV Air Handling Unit AHU-1 & 2 (Qty. 2) — Provide DDC controls; controls include start/stop, status, VFD speed, supply air static pressure, return air temperature monitor, setback and OA damper control. Furnish new electric -to -pneumatic transducer to control existing pneumatic CHW and HW coil control valves. Furnish new electric -to -pneumatic switch to control existing pneumatic OA damper actuator. 5. VAV Air Handling Unit with Electric Reheat: AHU-3 through AHU-9 (Qty. 7) — Provide DDC controls; controls include start/stop, status, VFD speed, supply air static pressure, return air temperature monitor, night setback and Min-OA damper control. Furnish new electric -to - pneumatic switch to control existing pneumatic OA damper actuator. Furnish new electric -to - pneumatic transducer to control existing pneumatic CHW coil control valves. 6. Miscellaneous space monitoring (Qty 14) — Provide two (2) temperature space sensors per floor for monitoring only. 7. Existing Pneumatic Fan Powered Boxes w/Electric Reheat, floors 2nd through 5th (approx. quantity - 64) — Provide relay enable/disable per floor of each box. 8. Existing Trane Electronic Fan Powered Boxes w/Electric Reheat, floors 6th & 7th (approx. quantity - 28) — Provide a Centaurus Trane integrator to view and control the existing electronic FP-VAV. New N2-bus run between the integrator and existing box. 9. Meter Monitoring (Qty. 1) — kWh meter (by others) monitoring via UNT controller, controls furnished and installed. Tie into N2 network trunk. COFW_Schedule 1_22SEP03.doc HNSON LS City of Fort Worth Performance Contract Schedule 1 UCRM #5 WATER CONSERVATION FACILITIES INCLUDE: CITY HALL and PUBLIC SAFETY General Work: Page 16 ➢ Procure all necessary permits ➢ Properly dispose all removed equipment on an ongoing daily basis ➢ Identify and report any faucets and shower valves in need of repairs or replacement to the City of Fort Worth Maintenance Department ➢ Furnish and install ADA Height toilets where they currently exist. Exclusions: ➢ Anything not associated with the basic and standard replacement of new plumbing equipment. ➢ Any item that is not specifically included above in each building's scope of work. ➢ Any additional ADA modification not included above in each building's scope of work. CITY HALL All of the existing restroom fixtures (toilets, urinals & faucet aerators) are to be replaced with newer water conservation equipment. In addition to the water savings aspect, existing conditions of each restroom will be checked and the required preventative maintenance will be cured along with the update (in certain areas if possible) of the existing equipment to meet current ADA\TAS handicap codes as established by the State of Texas. ➢ Procurement of all necessary permits. ➢ Shipment, handling and storage of all new equipment. ➢ Removal and disposal of all existing toilet fixtures on a daily basis. ➢ Removal, disposal and installation of fifty-six (56) cut-off valves on all new toilet and urinal flushometers, chrome in color. ➢ Installation of two (4) 1.6 gpf elongated floor toilets, white in color. ➢ Installation of eleven (11) 1.6 gpf wall mounted elongated toilets, white in color. ➢ Installation of thirty (30) 1.6 gpf wall mounted elongated toilets, white in color. ➢ Installation of seven (7) electronic 1.6 gpf toilet flushometers, chromelblack in color. ➢ Installation of five (5) electronic 1.0 gpf urinal flushometers, chromelblack in color. ➢ installation of thirty-eight (38) 1.6 gpf toilet flushometers, chrome in color. ➢ Installation of seven (7) 1.0 gpf urinal flushometers on the existing urinal porcelain, chrome in color. ➢ Installation of forty-five (45) commercial open front elongated toilet seats, white in color, or equal. ➢ Eleven (11) wall carrieriflange repair kits ➢ Two (2) floor flange repair kits ➢ Removal, disposal and new installation of forty-two (42) .05 gpm vandal proof aerators, chrome in color. ➢ Safety wrapping of two (2) sinks as per ADA\TAS codes. ➢ Caulk all plumbing fixtures, white in color, as per code. Installation or repair of eleven (11) under -sink supply cut-off valves that do not work or leak. COFW_Schedule 1 22SEP03.doc J CONT oontib HNSON LS City of Fort Worth Performance Contract Schedule I Page 17 Restrooms in the Mayors office, City Managers office and the City Council conference room are not to be retrofitted due to their low usage. • An initial inventory of repair parts for the flushometers and aerators. • Comprehensive training for managers and maintenance staff in the operation and repair of all retrofitted fixtures and products. • A complete follow-up inspection of all installed equipment approximately six months after installation. • A one year warranty on all installed fixtures and equipment. ➢ A designated on -site project manager during project installation. COFW Schedule 1 22SEP03.doc HNSON LS Schedule 1 PUBLIC SAFETY City of Fort Worth Performance Contract Page 18 All of the existing restroom fixtures (toilets, urinals & faucet aerators) are to be replaced with newer water conservation equipment. In addition to the water savings aspect, existing conditions of each restroom will be checked and the required preventative maintenance will be cured along with the update (in certain areas if possible) of the existing equipment to meet current ADA\TAS handicap codes as established by the State of Texas. ➢ Procurement of all necessary permits. ➢ Shipment, handling and storage of all new equipment. ➢ Removal and disposal of all existing toilet fixtures on a daily basis. ➢ Removal, disposal and installation of forty-five (45) cut-off valves on all new toilet and urinal flushometers, chrome in color. ➢ Installation of five (5) 1.6 gpf elongated toilets, white in color. ➢ installation of thirty-two (32) 1.6 gpf elongated toilets, white in color. ➢ Installation of thirty-two (32) 1.6 gpf toilet flushometers, chrome in color. ➢ Installation of five (5) 1.6 gpf toilet flushometers, chromeiblack in color. ➢ Installation of thirty-seven (37) commercial open front elongated toilet seats, white in color, or equal. ➢ Installation of eight (8) 1.0 gpf urinal flushometers on the existing urinal porcelain, chrome in color. ➢ Fourteen (14) floor flange repair kits. ➢ Removal, disposal and new installation of twelve (12) .05 gpm vandal proof aerators, chrome in color. ➢ Removal, disposal and installation of three (3) 4" metering faucets, chrome in color. ➢ Removal, disposal and installation of six (6) single -temp metering Basin cock faucets, chrome in color. ➢ Safety wrapping of two (2) sinks as per ADA\TAS codes. > Installation or repair of eight (8) under -sink supply cut-off valves that do not work or leak. > Caulk all plumbing fixtures, white in color, as per code. ➢ An initial inventory of repair parts for the flushometers and aerators. ➢ Comprehensive training for managers and maintenance staff in the operation and repair of all retrofitted fixtures and products. ➢ A complete follow-up inspection of all installed equipment approximately six months after installation. ➢ A one year warranty on all installed fixtures and equipment. ➢ A designated on -site project manager during project installation. ➢ A completed project, on time, with the least amount of distraction to the building operation, tenants, building guest and the staff of Johnson Controls. 1 COFW Schedule 1 22SEP03.doc J ONT • `4; Schedule 1 HNSON LS City of Fort Worth Performance Contract Page 19 This Schedule is attached to and made a part of the Performance Contract between JOHNSON CONTROLS INC. and the CITY OF FORT WORTH. Johnson Controls, Inc. iiSigg -; --t'L--;;: ---- ----ii.e, h JO 7/ 4 f Printed Name: Michael Flores Title: Texas Solutions Business Manager Date: �. 3 &I! City of fort 1 orth City of Fort Worth Signature: Printed Name: Marc Ott Title: Assistant City Manager Signature: Printed Name: Robert Goode Title: Director of Transportation and Public Works (TPW) Date: 9- -- Date: City of Fort Worth Signature: •�►,�w�l� Printed Name: Gary Steinberger Title: Assistant City Attorney Date: (J )4q3 City of Fort Worth Signature: Printed Name: Gloria Overstreet Pearson Title: City Secretary Date: COFW_Schedule 1_22SEP03.doc J CONT 40,14 • Nirof- Schedule 2 HNSON LS City of Fort Worth Performance Contract ASSURED PERFORMANCE GUARANTEE SCHEDULE 1. DEFINITIONS. The following terms are defined for purposes of this Schedule as follows: Page 1 Annual Guaranteed Project Benefits are the portion of the Total Guaranteed Project Benefits guaranteed to be achieved in any one year of the Term, calculated and adjusted as set forth in this Schedule. Annual Project Benefits are those measured and stipulated savings that occur in any year of the Term. Excess Project Benefits are the amount by which the Annual Project Benefits exceed the Annual Guaranteed Project Benefits in any year of the Term. Installation Period means the period between the Commencement Date and the first day of the month following the Substantial Completion Date. Project Benefits are those measured savings or program credits that are achieved and calculated as set forth in the Reconciliation section of this Schedule. The Term of the Assured Performance Guarantee shall be 120 months and shall commence on the first day of the month following the Substantial Completion Date Total Guaranteed Project Benefits are the amount of measured savings or program credits that are guaranteed to be achieved, calculated and adjusted as set forth in this Schedule. Total Project Benefits are the amount of measured savings or program credits that are actually achieved, calculated and adjusted as set forth in this Schedule. Total Project Benefits include all measured savings or program credits that are achieved both during the Installation Period and during each year of the Term. 2. GUARANTEE. JCI guarantees that the Customer will generate $4,177,715 during the Term of this Assured Performance Guarantee Schedule, calculated and adjusted as set forth in this Schedule. If the Annual Project Benefits in any year of the Term are less than the Annual Guaranteed Project Benefits for that year, JCI shall pay or credit the Customer with the difference, as described in this Schedule. Such payment or credit shall be the sole and exclusive remedy of the Customer for any failure by JCI to achieve Annual Guaranteed Project Benefits under this Performance Contract, including any alleged breach of any other express or implied warranty of Project Benefits. JCI may credit any Excess Project Benefits, in whole or in part, toward the Annual Project Benefits in any future year of the Term. 3. RECONCILIATION. Within 60 days after the Substantial Completion Date, or earlier if otherwise specified in this Performance Contract, JCI will calculate the Project Benefits achieved during the installation Period and advise the Customer of the amount of such Project Benefits. For purposes of the Installation Period reconciliation, such Project Benefits shall be reconciled at the end of the Year 1 guarantee period. The frequency and the methods of reconciliation to be used during the Term shall be approved by the Customer at the time that this Performance Contract is executed and are defined in the Exhibits attached to this Schedule. Except by mutual agreement of the parties, no changes to the frequency or methods of reconciliation may be made during the Term; but, if a utility providing energy to the Customer modifies its method of billing during the Term, or if the Customer changes its utility suppliers or method of purchasing, JCI may, at its option and with concurrence of the City, adjust the reconciliation methods to methods appropriate to the utility's revised method of billing. CONTRLSNSON City of Fort Worth Performance Contract Schedule 2 Page 2 4. CHANGES IN USE. The Customer agrees to notify JCI, within five (5) business days, of any actual change or intended change, whether before or during the Term, in the use of any facility to which this Schedule applies, or of any other condition arising before or during the Term, that reasonably could be expected to change the amount of energy used at any facility to which this Schedule applies. Such a change or condition would include, but is not limited to: changes in the primary use of any facility; changes in occupancy; changes to the hours of operation of any facility; changes or modifications to the Equipment or Services provided under this Performance Contract; changes in utility suppliers, method of utility billing, or method of utility purchasing; improper maintenance of the Equipment or of any related equipment other than by JCI; changes to the Equipment or to any facility required by changes to local building codes; or additions or deletions of energy -consuming equipment at any facility. Such a change or condition need not be identified in this Schedule in order to permit JCI to make an adjustment. Upon receipt of such notice, or if JCI independently learns of any such change or condition, JCI and customer shall calculate and send a notice of adjustment to the Project Benefits to reflect the impact of such change or condition, and the adjustment shall become effective as of the date that the change or condition first arose. Should the Customer fail to provide JCI with notice of any such change or condition, JCI and customer may make reasonable estimates as to the impact of such change or condition and as to the date on which such change or condition first arose in calculating the impact of such change or condition, and such estimates shall be conclusive. 5. USE OF JCI EQUIPMENT AND SERVICES. This Assured Performance Guarantee Schedule is associated with the Planned Services Agreement Contract, and if the Customer cancels or otherwise breaches the Planned Services Agreement Contract, this Assured Performance Guarantee Schedule shall automatically terminate. If the Customer discontinues use of any of the Equipment, or if the facilities covered by this Schedule are not in full compliance with local building codes, JCI and customer may calculate an adjustment to the Project Benefits as set forth in paragraph 4 of this Schedule by sending written notice to the Customer. 6. PROJECT BENEFITS SHORTFALLS. If the Annual Project Benefits during a specific year of the Term, plus amounts credited from the Installation Period and earlier years of the Term, are Tess than the Annual Guaranteed Project Benefits for that year, JCI may apply the difference against any unpaid balances from the Customer then existing under the Performance Contract. Upon the mutual agreement of the parties, JCI may also provide additional products or services, in the value of the shortfall, at no additional cost to the Customer. Where shortfalls have occurred, JCI reserves the right, subject to the approval of the Customer, which shall not be unreasonably withheld, to implement additional operational improvements or conservation measures, at no cost to the Customer, that will generate additional Project Benefits in future years of the Term. The following Exhibits are attached and made part of this Schedule: Exhibit 1 Exhibit 2 Exhibit 3 Exhibit 4 Exhibit 5 Exhibit 6 Exhibit 7 Exhibit 8 Annual Guaranteed Project Benefit Allocation Measured Specific Performance Guarantee (MSPG) Project Benefits Utility Bill Comparison Project Benefits This exhibit purposely left out of this agreement Unit Utility Rates and Costs Baselines, Pre -Retrofit Conditions, Models Post -Retrofit Conditions Responsibilities of JCI and the Customer CONT Schedule 2 orit ego HNSON LS City of Fort Worth Performance Contract Page 3 This Schedule is attached to and made a part of the Performance Contract between JOHNSON CONTROLS INC. and CITY OF FORT WORTH. Johnson Controls, Inc. Signature: Printed Name: Michael Flores Title: Texas Solutions Business Manager Date: City of Fort W Signature: Printed Name: Marc Ott Title: Assistant City Manager Date:."-i' City of Fort Worth Signature: Printed Name: Gary Steinberger Title: Assistant City Attorney Date: C- ;2_5- ---0,3 City of Fort Worth Signature: Printed Name: Robert Goode Title: Director of Transportation and Public Works (TPW) Date: City of Fort Worth Signature: Printed Name: Gloria Overstreet Pearson Title: City Secretary 6-IC Date: � - Y ". 1' 4 = Y t ` ■ 4. 1 - K1i 1 J CONT Schedule 2 HNSON LS Exhibit 1 ANNUAL GUARANTEED PROJECT BENEFIT ALLOCATION Construction 1 2 3 4 5 6 7 8 9 10 Totals Guaranteed Utility Cost Savings $27,210 $259,647 $267,436 $275,460 $283,723 $292,235 $301,002 $310,032 $319,333 $328,913 $338,780 $3,003,772 perativns & ain tenanC` dos voidan $4,080 $20,400 $21,012 $21,642 $22,292 $22,960 $23,649 $24,359 $25,089 $25,842 $26,617 $237,943 utura Capital- ost voidance so $0 so $117,000 $117,000 $117,000 $117,000 $117,000 $117,000 $117,000 $117,000 $936,000 City of Fort Worth Performance contract Page 1 $31,290. $280,047 . $288,448. $414,102. $423,015 s $432,195 , $441,651, $451,391, $461,422, $471,755, $482, 398 , $4,177,715 • Estimated Utility l ncentives are $117,200 in Year 1 and $175,800 in Year 2. These Note 1: benefits are not guaranteed by JCL shall commence on the date immediately Year 1, calculation ofSubstantial completion is Note 2: For savings generated Substantial Completion. following the date of Subs For example, if of savings for Year 1 will begin on August d on g reason,and Substantial quent to July 31, 2004, achieved July 31, 2004, then the calculation Substantial Completionthen the 1, 2004. If the Sub date is delayed for any a date subsequent Completion is actually achieved on commencem ent of the calculation of savings for Year 1 will be adjusted to begin on the date immediately following hivedFor the date that Substantial Completion is actually ace . of exam le, if actual Substantial Completion occurs on August2004 15, 2004, then calculation p the savings for Year 1 will not commence until August 1 J HNSON CONT LS City of Fort Worth Performance Contract Schedule 2 Exhibit 2 Page 1 MEASURED SPECIFIC PERFORMANCE GUARANTEE (MSPG) PROJECT BENEFITS In a Measured Specific Performance Guarantee (MSPG), the determination of Project Benefits is based upon the differences between pre -retrofit and post -retrofit equipment and/or operation. The key performance factors that impact the performance of pre -retrofit and post -retrofit equipment and/or operation are defined relative to each measure and are detailed in this exhibit. Certain key performance factors require a level physical inspection and/or measurement prior to and after project completion. The pre -retrofit factors and those requiring post -retrofit inspection and/or measurement are identified as such in this exhibit. These factors, the method of determination of post -retrofit factors, and the equations necessary to determine Project Benefits is mutually agreed upon by approval of this contract. An example of this would be defining a benchmark measurement of a lighting circuit for electrical demand (kW). Following the lighting improvements, a demand performance measurement would be made. The difference between the two demand measurements (benchmark and performance) is avoided demand. The avoided demand can be transformed into avoided kWh by using a mutually agreed upon facility lighting hours of operation and a count of the fixtures installed. Implementation of the City of Fort Worth MSPG savings program will be as follows: • JCI will implement water conservation measures during the installation period. • Performance Measurement Tasks, as described for each MSPG Improvement Measure, will occur during construction and the first year of the guarantee. • Cost Avoidance Savings will be calculated based on methods described in this exhibit. By using MSPG calculations, only savings generated by JCI retrofits will be claimed by Johnson Controls. Johnson Controls will not claim additions, renovations and facility improvements paid for and installed by City of Fort Worth. As your facilities continue to expand and grow, performance and energy savings tied to the Johnson Controls improvement will be clearly and plainly reported. The following pages detail the MSPG methodology for the City of Fort Worth. J HNSON CONT"LS City of Fort Worth Performance Contract Schedule 2 Exhibit 2 Page 2 MSPG #1 Water Conservation This measure represents annual avoided utility costs associated with the replacement of plumbing fixtures and water supply controls as detailed in this agreement. The replacement of these units will improve the restroom facilities as well as substantially reduce water consumption. Measurements: Before: JCI will utilize information obtained from manufacturers specifications and sample on -site water flow measurements to determine existing equipment gallons per fixture (GPF) and gallons per minute (GPM) usage. Annual flushes (AF) and annual minutes (AM) were derived from site surveys and interviews with city personnel. Pre -retrofit GPF, GPM, AF and AM quantities are shown in Exhibit 6. For all sinks, 40% of water usage is hot water and average temperature rise is 50 deg F. After. JCI will utilize the manufacturers specifications GPF and GPM data for new plumbing equipment. JCI will use AF and AM quantities as shown in Exhibit 6. For all sinks, 40% of water usage is hot water and average temperature rise is 50 deg F. Strategy: JCi will install new plumbing equipment as shown in Schedule 1 to improve facilities and reduce water costs. The owner agrees to the factors shown in Exhibit 6. The schedules and all other inputs to the above calculations are agreed upon by JCI and COFW. The utility rates used to calculate the avoided costs will be the rates and escalation factors as shown in this schedule. JCi Responsibilities: JCI will measure a sample of pre -retrofit plumbing fixtures as described earlier. JCI will calculate the avoided costs using the above equations. JCI will provide COFW with an annual report on the calculated avoided costs versus the guaranteed avoided costs. JCI will provide training to maintenance personnel for proper preventative maintenance on all new plumbing equipment after installation is complete. Owner's Responsibilities: The Owner will maintain the above new plumbing equipment using the same equipment that was installed or equivalent equipment approved by JCI. Owner will provide proper preventative maintenance to new plumbing equipment as recommended by the manufacturer. J CONT Schedule 2 MSPG #2 Operations & Maintenance Cost Avoidance s s) which mprove O&M Cost Avoidance is achievedle ent t onsearencaculated in consideration improvement nof theecityFsMmost l system operations. F1M impow. recent O&M t avoidance imates esented se budget expenses to generate the Ues{o the installation of newrequ equipment by the customereadh0& g budget expenses will be avoided d to responsibilities outlined in Exhibit 8. The annual O&M cost avoidance listed below are agreed to for the duration of the contract. for the ity. The lation Liahtinq O&M: This measure will �lalize redulcehting equipment cost mater al replacement costs forelamps inCthe next 71to 8lyears of high efficiency lighting retrofits has ben and ballasts in the next 15 years.Cost avoidance is then taken or lamps andand spread overalltheS10-yeaeper period. for a 1 year period. An average of this number HVAC O&M: This measure will realize HVAC repair and replacement cost avoidance for the City. HVAC upgrades will reduce current HVAC material repairs and outsource expenses. HNSON LS City of Fort Worth Performance Contract Exhibit 2 Page 3 Cost Avoidance Source Lighting O&M HVAC O&M Total Annual O&M Cost Avoidance -Construction:: • Cost -Avoidance $2,080 $2,000 $4,080 Annual ost Avoidance $10,400 $10,000 $20,400 Annual Escalation (Years 2-10) 3% 3% Schedule 2 HNSON� City of Fort Worth Performance Contract Exhibit 2 Pale 4 Capital Cost Avoidance MSPG #3 Capital Cost Avoidance is achieved by implementing Facility Improvement Measures (FlMs) which eliminate future capital cost expenditure contract. . The Capital Cost Avoidance Customer contributions listed below are agreed to for the duration of the HVAC Plant Upgrades: Over the next 10 years, Customer will incur capi tal plant. Totast pl esaltures matedtcos o tlor onerfor oace thee ne rechillers placement is three (3) cooling towers at the City Hall central $936,000. This measure will eliminate capital cost expenditures for new chillers and cooling towers. The total cost has been amortized over Years 3 through 10. Annual Capital Cost Avoidance Construction 1 2 3 4 5 6 7 8 9 10 Totals ►rrodan so so so $117,000 $117,000 $117,000 $117,000 $117,000 $117,000 $117,000 $117,000 $936,0001 J CONT .# • Schedule 2 HNSON LS City of Fort Worth Performance Contract Exhibit 2 Pale 5 Utility Incentives MSPG #4 - � Deliveryutility, be realized by implementing the Oncor, the City's Energy tY process and The Utility Incentives through Johnson Controls will coordinate the application Lighting and HVAC FIMs. between Oncor and the City. proposed otherwise as sist the City in acquiring these funds as a liason and The UtilityIncentives listed below are estimatesagreed to for the duration of the contract. Utility incentives Construction 1 2 3 4 5 6 7 8 9 10 Totals tijit, ncentivi (Note I $0 $ 117,200 $ 175,800 $0 $o $o $0 $o $o $0 $0 $ 293,000 NoteUtility 1: Incentives are not guaranteed by JCL J CONT Schedule 2 oft HNSON LS City of Fort Worth Performance Contract Exhibit 3 UTILITY BiLL COMPARISON (UBC) PROJECT BENEFITS Utility Bill Comparison Savings Calculation Page 1 In the Utility Bill Comparison Guarantees (UBC), utility savings are verified by analysis of the actual utility bills. This process involves development of a utility bill historical baseline, along with suitable baseline parameters (such as weather, occupancy, and equipment) to document operational conditions prior to the start of the retrofit process. The baseline thus established becomes the benchmark where by future energy savings are determined. In this case the term utility bills actually refers to the consumption measurement (kWh of electricity, Mcf of, gas, or Gallons of water) and demand measurement (kW of electric) reported on the monthly utility billing. The baseline parameters are developed with respect to the consumption and demand readings, thus isolating the impact of rate tariff changes on the bottom fine utility cost. The program used to develop the baselines and calculate savings will be Metrix. Metrix is a third party software package, developed for Performance Contracting UBC guarantees. Metrix is referred to as the "program" in the remainder of this section. Simulation model software may be utilized for baseline modifications during the term of this Agreement. Baseline Market Manager inputs can be found in Exhibit 6. The following pages detail the UBC methodology for City of Fort Worth. J CONT Schedule 2 HNSON LS Utility Bill Comparison Guarantee A. Objectives City of Fort Worth Performance Contract Exhibit 3 Page 2 In order to accurately assess the effectiveness of a performance contract, it is necessary to be able to make comparisons of pre -retrofit and post -retrofit conditions under similar terms. To do this, Base Lines are established to document pre -retrofit conditions and serve as the basis for post -retrofit analysis. For the purpose of this schedule "Baseline" is defined as a specific period of time and any data, used for, or resulting from, the analysis of that period. The following methodology will be used to calculate unit savings: a. The program applies baseline data for the specified "tuning period" to the regression calculation detailed in 1(c) or 1(d). b. The program attempts to establish a relationship between utility consumption or demand and the independent variable(s) (e.g. HDD, CDD, User definedl, etc.). Coefficient(s) of consumption per unit will be tuned and documented for variables where such a relationship can be established. c. During the post retrofit period the pre -retrofit coefficients and the post retrofit variable data are applied to the regression calculation to adjust for differences in conditions. This projects an adjusted baseline which represents what would have been consumed had no facility improvement measures been implemented. d. The units saved are equal to this adjusted baseline minus the actual consumption for the billing period. The adjusted baseline referred to in this document is equivalent to the "baseline scenario" in Metrix. The regression analysis methodology used in this agreement is capable of making adjustments for changes in base load, heating degree-days, cooling degree-days, and up to three other variables. The inclusion of any variables will be mutually agreed upon by JCI and the Customer and supported by regression analysis documentation. In addition, some consumption may be allocated to tuning period modifications if any are defined. B. Application of Regression Analysis Calculation 1. Definitions (a) Base Line - The Base Line(s) shown in Exhibit 6 illustrates the relationship(s) of each utility consumption to independent variables during a representative pre -retrofit tuning period. The Base Line is determined by utilizing the Regression Analysis Calculations defined in sections 1 (c) and 1(d) and documented in Exhibit 6. (b) Adjusted Base Line - The Adjusted Base Line(s) estimates post -retrofit utility consumption using the same Regression Analysis Calculation as shown on Exhibit 6 plus any modifications (as described in section 2(c). The Adjusted Base Line represents an estimate of utility consumption had no Facility Improvement Measures been implemented. (c) Regression Analysis Calculation - Regression Analysis is the means by which the relationship(s) between utility consumption and other variables is determined. The relationships documented on Exhibit 6a were established using SRC Systems, Inc.'s MetrixTM utility accounting J CONT Schedule 2 ilobk HNSON LS City of Fort Worth Performance Contract Exhibit 3 Page 3 software program. Following is the equation utilized to both establish the Base Line and serve as the basis for post -retrofit analysis: The inputs and outputs to the equation vary depending on whether the equation is being applied to the pre -retrofit tuning period or the post retrofit tracking period. Once the coefficients B, DH, Dc, Di, D2, D3 and the base temperatures TBH,TBc have been obtained by regression, they remain fixed and are used to derive adjusted meter consumption for all future time periods. where: At E=B*©f+DH*HDD(TBH)+Dc*CDD(TBc)+DI *+Ui+D2*U2+D3*U3 E -- Adjusted Base Line Consumption throughput through meter. During the post retrofit period this value represents what the consumption would have been under current conditions (weather, etc.) had no Facility Improvement Measures (FIMs) been implemented. B -- Base load consumption per unit of time (Utility Units/day), that part of the meter consumption that is independent of (cannot be correlated to) any of the independent variables, including the degree-days. This consumption will be present no matter what the weather conditions or other independent variables are. This fixed value, dependent only on the number of days in the period being evaluated, is determined when defining the Base Line. = Time interval (days) in analysis period. DH, Dc = Coefficients for Heating and Cooling Degree-days (Utility units/deg-day). These fixed values, which are determined when defining the Base Line, define the sensitivity of consumption to changes in weather. HDD, CDD = Heating and Cooling degree-days (°F-day or °C-day) for the period being analyzed; TBH, TBc = Heating and Cooling degree-day base (or balance point) temperatures (°F or °C) upon which the HDD and CDD values are derived. These balance point temperatures represent the outdoor air temperature at which utility consumption or demand begins to react to any further change in outdoor temperature. When outdoor air temperature is equal to balance point temperature heat loss = heat gain. DI ul Coefficients for user defined variable I (1=1,2,3 for any one meter). These coefficients (or relationships) are determined when defining the Base Line. Value of independent user variable I (1=1,2,3 for any one meter) for the period being analyzed. A maximum of three optional user defined variables (e.g., occupancy hours, production rates, square footage) can be included in the fit to any one meter. (d) Regression Analysis Calculation for Demand - The Metrix program treats demand differently than consumption since demand is an instantaneous value and consumption is a value totaled over time. As can be seen in the following calculation demand, is not dependent on the number of days in the billing period. Rather, demand is a function of a fixed base load component and a variable component which is sensitive to changes in the independent variables. Instead of cumulative degree- days, the regression calculation for demand uses the average temperature difference between the balance point temperature and the average daily temperature. The average temperature difference is calculated by dividing the total DD in the billing period by the # of days in the period as shown in the following equation. The units for the heating and cooling coefficients are kW per DD per day. The equation shows kW as the demand unit but any appropriate demand unit may be used. CONTRS1/4) ,,,FI NSON Schedule 2 City of Fort Worth Performance Contract Exhibit 3 Page 4 DDper kWbase =Offset_ Coefficient + DD Coefficient x ( ) # DaysPer where kWbase = kW for the baseline scenario for the current bill period (per) Offset Coefficient = the demand value that is not associated to weather DD Coefficient =relationship of demand to weather (e.g. kW/DD) DD(per) =degree days for the current bill period (heating or cooling) #Days(per) =number of days in the current bill period 2. Base Line Calculations Following is a summary of how a Base Line is developed: 2a. Select a Tuning Period - The first step in developing a Base Line is to identify a pre -retrofit period of time that is representative of physical and operational conditions within the premises. In MetrixTM, this period of time is known as the Tuning Period. Baseline tuning data outlined in Exhibit 6 of this Schedule is for years 2001, 2002. When new utility data for the electric and gas accounts are provided to Johnson Controls, Inc., the most recent utility history will be used to establish the baseline year for Exhibit 6. The baseline data will represent the most recent 12 months of utility data before implementation of any improvements associated with this agreement. 2b. Identify Relationships of Consumption to Independent Variables - The Regression Analysis Calculation shown in section 1(c) or 1(d)) is then applied to each individual utility item during the selected Tuning Period against one or more independent variables. The resultant relationship(s) of utility consumption as a function of time, weather and other independent variable(s) is represented by the Regression Analysis Calculation as shown on Exhibit 6. 2c. Modifications to the Base Line A modification is made up of a # of units to be applied, a time period to apply the units, and a description of why the modification is being applied. (1) Annual Periodic Modifications,. Annual Periodic Modifications are used to adjust the base line consumption for anomalies that occurred during the Tuning Period because of operational procedures or abnormal conditions that occured. These "out of line" consumption periods cause the regression equation to over or under predict consumption. A modification helps to fit the equation's predicted value to the actual value that occurred during the tuning period. Future consumption can be predicted with a high degree of confidence once the predicted and actual tuning period consumption are matched properly. Annual Periodic Modifications for the Project are identified on Exhibit 8. (2) Additional Modifications. During the term of the Agreement, it may also be necessary to make modifications to the base line, as a result of physical or operational changes within the premises that are beyond the agreed upon conditions as shown on Exhibit 8 of this schedule and as implied by the base line values of any independent user variable as defined in section B-1(c) and documented on Exhibit 6. 3. Utility Consumption Savings J CONT Schedule 2 l 011111. • HNSON LS City of Fort Worth Performance Contract Exhibit 3 Page 5 For each time period being evaluated, an Adjusted Base Line is calculated by performing the Regression Analysis and applying to it any necessary modifications. This Adjusted Base Line represents the utility consumption that would have occurred if the retrofits had not been implemented. Utility consumption savings is the difference between the Adjusted Base Line consumption and the actual post -retrofit consumption for the same period. 4. Utility Cost Savings Utility cost savings is the result of applying the appropriate utility unit costs to the utility units. The method of selecting unit costs is documented on Exhibit 5 and will be used throughout the term of the agreement to assign costs to the physical units. The following describes the three possible cost calculation methods: 1 - Single Rate - The "single utility rate" method uses the rate modeling capabilities of the Metrix program. This method applies the same rate to all of the scenarios within the program. The individual rate parameters are documented on Exhibit 5. 2 - Multiple Rate - The "multiple utility rate" method also uses the rate modeling capabilities of the Metrix program. This method allows different rates to be attached to the scenarios within the Metrix program. This method may be used if savings are expected from a JCI initiated rate change. The individual rate parameters are documented on Exhibit 5. 3 - Average Cost of Consumption and Average cost of Demand - The "average cost per unit" method allows the program to calculate savings using a simpler strategy. Dollar savings are equal to the physical unit difference between the baseline scenario and the actual scenario (units saved) multiplied by the appropriate unit cost. The appropriate unit cost is equal to the average unit cost for the current billing period or the minimum unit cost as defined on Exhibit 5, whichever is greater. Total dollar savings is the sum of the utility cost savings from each utility type plus any other savings as identified in attachment(s). 5. Miscellaneous Adjustments 5a. The various obligations and commitments undertaken by JCI in this Performance Contract are based in part on the assumption that Customer's Facilities are and will remain in full compliance with all applicable building codes, all equipment of Customer will be maintained in proper operating condition, and all equipment of the Customer will be operated in accordance with the terms of this Agreement. in the event JCI determines or becomes aware that building codes are not being adhered to or that the Customer's equipment is not being maintained in proper operating condition or that the Customers equipment is not being operated in accordance with exhibit 8, JCI shall be entitled to make such adjustments as may be necessary to the calculations used to determine energy savings in order to reflect the effects of non-compliance with building codes and/or improper operating condition of Customer's equipment. 5b. The services performed and Equipment provided by JCI under this Performance Contract are intended to operate and be used as a total package to achieve optimum energy efficiency for Customer under this Performance Contract. In the event Customer disables, disconnects, or otherwise ceases to use or overrides any or all service(s) or Equipment provided by JCI under this Performance Contract, JCI shall be entitled to make such adjustments as may be necessary to the calculations used to determine energy savings in order to reflect the effects of such action by Customer. UHNSON CONTLS City of Fort Worth Performance Contract Schedule 2 Exhibit 3 Page 6 5c. Customer and JCI acknowledge that the method of billing used by the applicable utility providing the energy source may be modified or subject to variation during the term of this Performance Contract. In such event, the calculations used to determine energy savings shall be subject to such adjustments as necessary to equate the modified or varied method of billing to the method in effect at the time the relevant billing variables were incorporated into this Performance Contract. Schedule 2 CO • ' City of Fort Worth Performance Contract Exhibit 5 Page 1 UNIT UTIL ITY COSTS AND PERCENTAGE UTILITY INCREASE the Guarantee The unit energy costs by month for Base year ofare set forth below and shall be used for all calcu lations will be applied under this Schedule. Escalation rates that to Project Benefits are included in Table 1 at the end of this Exhibit. HNSON LS A. ELECTRICITY RATE SCHEDULE ANALYSIS, ELECTRIC UTILITY ACCOUNTS — City of Ft. Worth .AftfacilitiAN*0 City Hall Public Safety Municipal Annex Meacham Terminal Meacham Terminal StP0400ctd.r0 1000 Monroe St 916 Throckmorton St 908 Monroe St 4201 N Main St Ste 200 4401 N Main St Ste 200 A Faci1ity Serued: City Hall, Central Plant Public Safety Building City Hall Annex Meacham Terminal Meacham Terminal Easy 558-0295-99 558-0233-99-6 260-1504-98-4 559-6229-99-6 266-3257-98-4 CONTRLSNSON Schedule 2 1. CITY HALL City of Fort Worth Performance Contract Exhibit 5 Page 2 NAME OF UTILITY Electricity Supply TXU Electric Retail Electric Provider TXU Energy Services TXU Electric TXU Energy Services TXU Electric: TXU Energy Services: RATE SCHEDULE ANALYZED Rate GD T&C Contract #1-4SEJD (term: JANO2 through MAY03) SUMMARY OF BILLING COMPONENT CHARGES TDSP Delivery Charges: $0.01636 per kWh For delivery based upon current estimate; Monthly price will be based upon actual charges as and when determined. Monthly standing charge per meter <10kW = $0.00 10kW-500 kW = $10.00 501+kW = $30.00 AD kWh: $0.04600 per kWh Tariffs, rates, riders, fees and charges other than those included in TDSP delivery charges above. All applicable taxes: To be determined, varies by jurisdiction. Over Capacity Charge: $0.00 per kW. AVOIDED COST OF ENERGY To BE USED IN CALCULATIONS TXU Electric TXU Energy Services TDSP Delivery Charges (average) Alt kWh (incremental) $0.008709 per kWh $0.046565 per kWh AVOIDED COST OF DEMAND To BE USED IN CALCULATIONS TXU Electric TXU Energy Services COMMENTS TDSP Delivery Charges Alt kW $0.00 per kW $0.00 per kW The rates used for calculations were provided by Danny Reed, Utility Administrator, City Managers Office UCRMs 1, 3 and 5 utilize "Ali kWh" + "TDSP Delivery Charges"; "Control" UCRMs (2 & 4) utilize only the "Alt kWh" conversion. CONTk'�LS�� Schedule 2 2. PUBLIC SAFETY Electricity Supply Retail Electric Provider TXU Electric TXU Energy Services TXU Electric: TXU Energy Services: TXU Electric TXU Energy Services City of Fort Worth Performance Contract Exhibit 5 Page 3 NAME OF UTILITY TXU Electric TXU Energy Services RATE SCHEDULE ANALYZED Rate GD T&C Contract #1-4SEJD (term: JANO2 through MAY03) SUMMARY OF BILLING COMPONENT CHARGES TDSP Delivery Charges: $0.01636 per kWh For delivery based upon current estimate; Monthly price will be based upon actual charges as and when determined. Monthly standing charge per meter 10kW-500 kW = $10.00 All kWh: < 10kW = $0.00 501+kW = $30.00 $0.04600 per kWh Tariffs, rates, riders, fees and charges other than those included in TDSP delivery charges above. All applicable taxes: To be determined, varies by jurisdiction. Over Capacity Charge: $0.00 per kW. AVOIDED COST OF ENERGY To BE USED IN CALCULATIONS TDSP Delivery Charges (average) $0.007785 per kWh All kWh (incremental) $0.046565 per kWh AVOIDED COST OF DEMAND To BE USED IN CALCULATIONS TXU Electric TXU Energy Services COMMENTS TDSP Delivery Charges All kW $0.00 per kW $0.00 per kW The rates used for calculations were provided by Danny Reed, Utility Administrator, City Managers Office UCRMs 1, 3 and 5 utilize "All kWh" + "TDSP Delivery Charges"; "Control" UCRMs (2 & 4) utilize only the "All kWh" conversion. CONTRLSNSON Schedule 2 3. MUNICIPAL ANNEX City of Fort Worth Performance Contract Exhibit 5 Page 4 NAME OF UTILITY Electricity Supply TXU Electric Retail Electric Provider TXU Energy Services TXU Electric TXU Energy Services TXU Electric: TXU Energy Services: RATE SCHEDULE ANALYZED Rate G T&C Contract #1-4SEJD (term: JANO2 through MAY03) SUMMARY OF BILLING COMPONENT CHARGES TDSP Delivery Charges: $O.01636 per kWh For delivery based upon current estimate; Monthly price will be based upon actual charges as and when determined. Monthly standing charge per meter <1OkW = $0.00 10kW-500 kW = $10.00 501 +kW = $30.00 All kWh: $0.04600 per kWh Tariffs, rates, riders, fees and charges other than those included in TDSP delivery charges above. All applicable taxes: To be determined, varies by jurisdiction. Over Capacity Charge: $0.00 per kW. AVOIDED COST OF ENERGY To BE USED IN CALCULATIONS TXU Electric TXU Energy Services TDSP Delivery Charges (average) All kWh (incremental) $0.009153 per kWh $0.046565 per kWh AVOIDED COST OF DEMAND To BE USED IN CALCULATIONS TXU Electric TXU Energy Services COMMENTS TDSP Delivery Charges All kW $0.00 per kW $0.00 per kW The rates used for calculations were provided by Danny Reed, Utility Administrator, City Managers Office UCRM 1 utilizes "All kWh" + "TDSP Delivery Charges"; "Control" UCRMs (2 & 4) utilize only the "All kWh" conversion. J HNSON CONPLS City of Fort Worth Performance Contract Schedule 2 Exhibit 5 Page 5 4. MEACHAM TERMINAL NAME OF UTILITY Electricity Supply TXU Electric Retail Electric Provider TXU Energy Services TXU Electric TXU Energy Services TXU Electric: TXU Energy Services: RATE SCHEDULE ANALYZED Rate G T&C Contract #1-4SEJD (term: JANO2 through MAYO3) SUMMARY OF BILLING COMPONENT CHARGES TDSP Delivery Charges: $0.01636 per kWh For delivery based upon current estimate; Monthly price will be based upon actual charges as and when determined. Monthly standing charge per meter 10kW-500 kW = $10.00 All kWh: < 1 OkW = $0.00 501+kW = $30.00 $0.04600 per kWh Tariffs, rates, riders, fees and charges other than those included in TDSP delivery charges above. All applicable taxes: To be determined, varies by jurisdiction. Over Capacity Charge: $0.00 per kW. AVOIDED COST OF ENERGY To BE USED IN CALCULATIONS TXU Electric TDSP Delivery Charges (average) TXU Energy Services All kWh (incremental) $0.008861 per kWh $0.046565 per kWh AVOIDED COST OF DEMAND To BE USED IN CALCULATIONS TXU Electric TXU Energy Services COMMENTS TDSP Delivery Charges All kW $0.00 per kW $0.00 per kW The rates used for calculations were provided by Danny Reed, Utility Administrator, City Managers Office UCRM 1 utilizes "All kWh" + "TDSP Delivery Charges"; the "Control" UCRM (2) utilizes only the "All kWh" conversion. J CONT' Schedule 2 HNSON LS City of Fort Worth Performance Contract Exhibit 5 B. NATURAL GAS UTILITY RATE SCHEDULE ANALYSIS, NATURAL GAS UTILITY ACCOUNTS — City of Ft. Worth Facility Name City Hall Public Safety Public Safety Municipal Annex Meacham Terminal Service Address 1000 Monroe St 916 Throckmorton St 916 Throckmorton St 908 Monroe St 4201 N Main St Ste 200 Facility. Served City Hall, Central Plant Public Safety Building Public Safety Building City Hall Annex Meacham Terminal Page 6 Account Number 250-7243-99 436-7273-99 250-7472-99 250-7244-99 319-4606-99 JHNSON CONT LS City of Fort Worth Performance Contract Schedule 2 Exhibit 5 Page 7 1. CITY HALL NAME OF UTILITY Natural Gas Supply TXU Gas RATE SCHEDULE ANALYZED TXU Gas Rate 2083 SUMMARY OF BILLING COMPONENT CHARGES TXU Gas Breakdown of billing components not available at this time. AVOIDED COST OF ENERGY TO BE USED IN CALCULATIONS TXU Gas All MCF (Unit Cost) $4.81 per 1000 cubic feet AVOIDED COST OF DEMAND To BE USED IN CALCULATIONS TXU Gas Alt MCF $0.00 per 1000 cubic feet COMMENTS The rates used for calculations were determined by calculating Unit Costs based on recent natural gas utility history. J CONT Schedule 2 HNSON LS 2. PUBLIC SAFETY City of Fort Worth Performance Contract Exhibit 5 Page 8 NAME OF UTILITY Natural Gas Supply TXU Gas (Typical of two (2) Accounts) RATE SCHEDULE ANALYZED TXU Gas Rate 2083 (both Accounts) SUMMARY OF BILLING COMPONENT CHARGES TXU Gas Breakdown of billing components not available at this time. AVOIDED COST OF ENERGY To BE USED IN CALCULATIONS TXU Gas All MCF (Account Sum Unit Cost) $5.11 per 1000 cubic feet AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS TXU Gas All MCF $0.00 per 1000 cubic feet COMMENTS The rates used for calculations were determined by calculating Unit Costs based on recent natural gas utility history for both accounts. JHNSON CONPLS Cityof FortWorth rt Performance Contract Schedule 2 Exhibit 5 Page 9 3, MUNICIPAL ANNEX NAME OF UTILITY Natural Gas Supply TXU Gas RATE SCHEDULE ANALYZED TXU Gas Rate 2083 SUMMARY OF BILLING COMPONENT CHARGES TXU Gas Breakdown of billing components not available at this time. AVOIDED COST OF ENERGY To BE USED IN CALCULATIONS TXU Gas All MCF (Unit Cost) $5.72 per 1000 cubic feet AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS TXU Gas Alt MCF $0.00 per 1000 cubic feet COMMENTS The rates used for calculations were determined by calculating Unit Costs based on recent natural gas utility history. ollsk oleit i +ram• Schedule 2 HNSON LS 4. MEACHAM TERMINAL Natural Gas Supply TXU Gas City of Fort Worth Performance Contract Exhibit 5 Page 10 NAME OF UTILITY RATE SCHEDULE ANALYZED TXU Gas Rate 0460 SUMMARY OF BILLING COMPONENT CHARGES TXU Gas Breakdown of billing components not available at this time. AVOIDED COST OF ENERGY To BE USED IN CALCULATIONS TXU Gas Alt MCF (Unit Cost) $6.82 per 1000 cubic feet AVOIDED COST OF DEMAND To BE USED IN CALCULATIONS TXU Gas All MCF $0.00 per 1000 cubic feet COMMENTS The rates used for calculations were determined by calculating Unit Costs based on recent natural gas utility history. CONTRLS Schedule 2 C. WATER & WASTEWATER UTILITY RATE SCHEDULE ANALYSIS, WATER/SEWER UTILITY ACCOUNTS — City of Ft. Worth Facility Name City Hall Public Safety Municipal Annex Meacham Terminal Exhibit 5 Service Address 301 Texas St 1000 Throckmorton St 906 Monroe St 4403 N Main St Facility; Served City Hall, Central Plant Public Safety Building City Hall Annex Meacham Terminal City t of Fort Worth Performance Contract Page 11 Account Number 871/864 5455/5382 579801/5192 344005/332356 JHNSON CONTLS City of Fort Worth Performance Contract Schedule 2 Exhibit 5 Page 12 1. CITY HALL NAME OF UTILITY Water Supply City of Fort Worth Wastewater Collection City of Fort Worth RATE SCHEDULE ANALYZED City of Fort Worth Water Supply — Commercial WA Wastewater Collection - Non -monitored Commercial WW SUMMARY OF BILLING COMPONENT CHARGES City of Fort Worth Water Service Charges Monthly Service Charge (2-inch meter) $20.25 per month Volume Charge (water consumed) First 250,000 Cubic Feet $1.62 per 100 cubic feet Over 250,000 Cubic Feet $1.26 per 100 cubic feet Wastewater Collection Charges Monthly Service Charge Volume Charge $4.50 per month $2.14 per 100 cubic feet AVOIDED COST OF WATER To BE USED IN CALCULATIONS: City of Fort Worth All CCF (Unit Cost) $3.76 per 100 cubic feet COMMENTS The rates used for calculations are based on the current City of Fort Worth, Water Department, Rates for Water Service effective 01JANo3. d NT • trip Oft s Schedule 2 HNSON LS 2. PUBLIC SAFETY City of Fort Worth Performance Contract Exhibit 5 Page 13 NAME OF UTILITY Water Supply City of Fort Worth Wastewater Collection City of Fort Worth RATE SCHEDULE ANALYZED City of Fort Worth Water Supply — Commercial WA Wastewater Collection - Non -monitored Commercial WW SUMMARY OF BILLING COMPONENT CHARGES City of Fort Worth Water Service Charges Monthly Service Charge (4-inch meter) $61.00 per month Volume Charge (water consumed) First 250,000 Cubic Feet $1.62 per 100 cubic feet Over 250,000 Cubic Feet $1.26 per 100 cubic feet Wastewater Collection Charges Monthly Service Charge Volume Charge $4.50 per month $2.14 per 100 cubic feet AVOIDED COST OF WATER To BE USED IN CALCULATIONS: City of Fort Worth All CCF (Unit Cost) $3.76 per 100 cubic feet COMMENTS The rates used for calculations are based on the current City of Fort Worth, Water Department, Rates for Water Service effective D 1 JANO3. J CONT Schedule 2 00.1/4 HNSON LS 3. MUNICIPAL ANNEX City of Fort Worth Performance Contract Exhibit 5 Page 14 NAME OF UTILITY Water Supply City of Fort Worth Wastewater Collection City of Fort Worth RATE SCHEDULE ANALYZED City of Fort Worth Water Supply — Commercial WA Wastewater Collection - Non -monitored Commercial WW SUMMARY OF BILLING COMPONENT CHARGES City of Fort Worth Water Service Charges Monthly Service Charge (4-inch meter) $61.00 per month Volume Charge (water consumed) First 250,000 Cubic Feet $1.62 per 100 cubic feet Over 250,000 Cubic Feet $1.26 per 100 cubic feet Wastewater Collection charges Monthly Service Charge Volume Charge $4.50 per month $2.14 per 100 cubic feet AVOIDED COST OF WATER To BE USED IN CALCULATIONS: City of Fort Worth All CCF (Unit Cost) $3.76 per 100 cubic feet COMMENTS The rates used for calculations are based on the current City of Fort Worth, Water Department, Rates for Water Service effective 01 JAN03. CONTRLS�N Schedule 2 4. MEACHAM TERMINAL City of Fort Worth Performance Contract Exhibit 5 Page 15 NAME OF UTILITY Water Supply City of Fort Worth Wastewater Collection City of Fort Worth RATE SCHEDULE ANALYZED City of Fort Worth Water Supply — Commercial WA Wastewater Collection - Non -monitored Commercial WW SUMMARY OF BILLING COMPONENT CHARGES City of Fort Worth Water Service Charges Monthly Service Charge (2-inch meter) $20.25 per month Volume Charge (water consumed) First 250,000 Cubic Feet $1.62 per 100 cubic feet Over 250,000 Cubic Feet $1.26 per 100 cubic feet Wastewater Collection Charges Monthly Service Charge Volume Charge $4.50 per month $2.14 per 100 cubic feet AVOIDED COST OF WATER To BE USED IN CALCULATIONS: City of Fort Worth All CCF (Unit Cost) $3.76 per 100 cubic feet COMMENTS The rates used for calculations are based on the current City of Fort Worth, Water Department, Rates for Water Service effective 01 JANg3. J corr ofork dook • Nrio Schedule 2 HNSON LS City of Fort Worth Performance Contract Exhibit 5 Page 16 Table 1: Annual Utility Escalation Rates (%) The following table identifies the percentage increases that will be made to the utility Project Benefits for each succeeding year of the Guarantee. Construction 1 2 3 4 5 6 7 8 9 10 0% 0% 3% 3% 3% 3% 3% 3% 3% 3% 3% f 0% 0% 3% 3% 3% 3% 3% 3% 3% 3% 3% 0% 0% 3% 3% 3% 3% 3% 3% 3% 3% 3% 0% 0% 3% 3% 3% 3% 3% 3% 3% 3% 3% Note 1: According to NISTIR 85-3273-17, "Energy Price Indices and Discount Factors for Life - Cycle Cost Analysis — April 2002", prepared for United States Department of Energy Federal Energy Management Program, fuel price escalation shall be 3.2%. J CONT Schedule 2 HNSON LS City of Fort Worth Performance Contract Exhibit 6 Page 1 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Electricity Regression Analysis Baselines (Downtown Complex) Electricity Project: City of Ft. Worth Site: City Hall Meter: City Hall - Elect From To 6/27/01 7/26/01 7/27/01 8/24/01 8/25/01 9/25/01 9/26/01 10/23/01 10/24/01 11/25/01 11/26/01 12/25/01 12/26/01 1/23/02 1/24/02 2/22/02 2/23/02 3/24/02 3/25/02 4/24/02 4/25/02 5/23/02 5/24/02 6/24/02 Total or Average # Days 30 29 32 28 33 30 29 30 30 31 29 32 363 Unit: Reading 736,920 735,120 732,600 584,280 681,120 668,880 597,240 616,320 698,400 735,480 808,200 789,942 8,384,502 Inc'? b b Qty On-pk (kWh) HtgDD ClgDD 0 622 0 637 2 388 41 95 129 41 441 12 581 0 482 5 402 13 104 128 17 204 0 447 2,199 2,592 Area: City Hall Account: 558-0295-99 Multiplier Offset 0.9819 0 1.0034 0 0.9834 0 0.9697 0 0.9789 0 1.0660 0 0.9885 0 0.9845 0 1.1127 0 1.0950 0 1.2524 0 1.0437 0 1.0383 0 Baseline 736,920 735,120 732,600 584,280 681,120 668,880 597,240 616,320 698,400 .735,480 808,200 789,942 8,384,502 Deviation 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Municipal Bldg -Elect (Account # 558-0295-99): Tuning Period is 363 days from 6/27/01 until 6/24/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (kWh) = (20,834.82 x #Days + 201.6455 x CIgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2=0.867 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'lncl?' indicates that the bill is excluded from the regression. However the MN Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. C'gDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. Rex )--O3 JHNSON CONT$LS Schedule 2 Natural Gas Project: City of Ft. Worth Meter: City Hall - Gas From To 6/27/01 7/26/01 7/27/01 8/24/01 8/25/01 9/25/01 9/26/01 10/24/01 10/25/01 11/26/01 11/27/01 12/26/01 12/27/01 1/24/02 1 /2 5/02 2/24/02 2/25/02 3/25/02 3/26/02 4/24/02 4/25/02 5/24/02 5/25/02 6/25/02 Total or Average City of Fort Worth Performance Contract Exhibit 6 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure 1b # Days 30 29 32 29 33 30 29 31 29 30 30 32 364 Site: City Hall Area: City Hall Unit: Qty On-pk (MCF) Reading Inc!? HtgDD ClgDD 26 b 0 622 24 b 0 637 28 35 352 1,526 1,646 1,551 2,088 1,670 1,597 875 11,418 b 1 b b b b 0 19 77 387 490 386 328 60 5 0 1,752 388 98 38 12 0 5 13 128 213 454 2,608 Account: 250-7243-99 Multiplier 0.8098 0.7733 0.8176 0.3510 1.1221 1.0663 0.9132 1.0857 1.7160 6.7064 31.8242 25.5501 6.0613 Page 2 Offset Baseline 0 26 0 24 0 28 O 35 0 352 O 1,526 0 1,646 O 1,551 0 2,088 O 1,670 0 1,597 0 875 0 11,418 Deviation 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Municipal Bldg - Gas (Account # 250-7243-99): Tuning Period is 364 days from 6/27/01 until 6/25/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (MCF) _ (1.07 x #Days + 3.6152 x HtgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2=0.987 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'lncl?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 62.0°F balance point. Periods under 0.5°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. ClgDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. Rev JHNSON CONT&S Schedule 2 Electricity Project: City of Ft. Worth City of Fort Worth Performance Contract Exhibit 6 Page 3 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure lc Meter: Municipal Annex - Elect From To # Days 6/27/01 7/26101 30 7/27/01 8/24/01 29 8/25/01 9/25/01 32 9/26/01 10/24/01 29 10/25/01 11/26/01 33 11/27/01 12/26/01 30 12/27/01 1/24/02 29 1/25/02 2/22/02 29 2/23/02 3/25/02 31 3/26/02 4/24/02 30 4/25/02 5/24/02 30 5/25/02 6/25/02 32 Total or Average 364 Site: Municipal Annex Area: Municipal Annex Unit: Qty On-pk (kWh) Reading Inc'? HtgDD ClgDD 163,395 p 0 622 157,680 p 0 637 158,580 k 0 388 142,920 p 24 98 161,055 p 92 38 164,025 p 413 12 164,745 p 519 0 158,085 p 407 5 169,470 p 360 13 156,060 p 69 128 150,975 p 8 213 160,470 p 0 454 1,907,460 1,892 2,608 Account: 260-1504-98-4 Multiplier Offset Baseline Deviation 1.0176 0 163,395 0.0% 1.0094 0 157,680 0.0% 0.9689 0 158,580 0.0% 1.0027 0 142,920 0.0°/0 0.9853 0 161,055 0.0°/0 0.9955 0 164,025 0.0% 0.9980 0 164,745 0.0% 0.9912 0 158,085 0.0% 1.0155 0 169,470 0.0% 1.0374 0 156,060 0.0% 1.0087 0 150,975 0.0% 0.9697 0 160,470 0.0% 1.0000 0 1,907,460 0.0% 0.0% City Hall Annex -Elect (Account # 260-1504-98-4): Tuning Period is 364 days from 6/27/01 until 6/25/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (kWh) = (4,779.12 x #Days + 51.0082 x HtgDD + 27.6541 x ClgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0°A. The underlying regression has a R2, =0.862 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Ind?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 63.0°F balance point. ClgDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. RZe9-5703 NTRLS�N Schedule 2 Natural Gas Project: City of Ft. Worth City of Fort Worth Performance Contract Exhibit 6 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure 1 d Meter: Municipal Annex - Gas From To 11/27/01 12/26/01 12/27/01 1/24/02 1/25/02 2/22/02 2/23/02 3/25/02 3/26/02 4/24/02 4125/02 5/24/02 5/25/02 6/25/02 6/26/02 7/25/02 7/26/02 8/26/02 8/27/02 9/25/02 9/26/02 10/25/02 10/26/02 11/25/02 Total or Average # Days 30 29 29 31 30 30 32 30 32 30 30 31 364 Site: Municipal Annex Area: Municipal Annex Unit: Qty On-pk (MCF) Reading Ind? 86 b 104 p 94 b 28 21 21 21 20 18 17 33 549 HtgDD 465 577 461 414 92 p 17 p 0 p 0 0 0 67 283 2,376 ClgDD 12 0 5 13 128 213 454 518 661 456 164 9 2,633 Account: 250-7244-99 Multiplier 0.9598 0.9763 1.0632 1.0461 0.8921 1.0670 1.1562 1.2332 1.1011 1.0571 0.6185 0.5343 0.9754 Page 4 Offset Baseline 0 86 0 104 0 94 0 86 0 28 0 21 0 21 0 21 0 20 0 18 0 17 0 33 0 549 Deviation 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% City Hall Annex - Gas (Account # 250-7244-99): Tuning Period is 364 days from 11/27/01 until 11/25/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (MCF) = (0.57 x #Days + 0.1561 x HtgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2 0.985 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Incl?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. ClgDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. Re\ 9-5-03 JHNSON CONTLS Schedule 2 Electricity Project: City of Ft. Worth City of Fort Worth Performance Contract Exhibit 6 Page 5 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure le Meter: Public Safety - Elec From To # Days 6/27101 7/26/01 30 7/27/01 8/24/01 29 8/25/01 9/25/01 32 9/26/01 10/24/01 29 10/25/01 11/26/01 33 11/27/01 12/26/01 30 12/27/01 1/24/02 29 1/25/02 2/22/02 29 2/23/02 3/25/02 31 3/26/02 4/24/02 30 4/25/02 5/23/02 29 5/24/02 6/25/02 33 Total or Average 364 Site: Public Safety Area: Public Safety Unit: Qty On-pk (kWh) Reading Ind? HtgDD ClgDD 250,560 p 0 622 240,800 p 0 637 250,560 p 2 388 210,080 41 98 256,800 p 130 38 231,840 p 465 12 223,360 p 577 0 224,160 p 461 5 228,800 414 13 246,080 92 128 232,960 p 17 204 266,560 p 0 463 2,862,560 2,199 2,608 Account: 558-0233-99-6 Multiplier Offset Baseline Deviation 1.0102 0 250,560 0.0% 1.0004 0 240,800 0.0% 0.9738 0 250,560 0.0% 0.9275 0 210,080 0.0% 1.0039 0 256,800 0.0% 0.9995 0 231,840 0.0% 0.9975 0 223,360 0.0% 1.0005 0 224,160 0.0% 0.9545 0 228,800 0.0% 1.0471 0 246,080 0.0% 1.0160 0 232,960 0.0% 0.9983 0 266,560 0.0% 0.9941 0 2,862,560 0.0% 0.0% Public Safety Bldg-Ele (Account # 558-0233-99-6): Tuning Period is 364 days from 6127101 until 6/25/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (kWh) = (7,721.47 x #Days + 26.3417 x ClgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2=0.865 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Incl?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLASiFT WORTH,TX for a 65.0°F balance point. ClgDD=Cooling Degree -Days calculated for DALLASiFT WORTH,TX for a 65.0°F balance point. Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. Multiplier is derived from Modifications) in effect during the tuning period and is replicated annually for all future periods. Re\ }-- --03 JHNSON CONPLS City of Fort Worth Performance Contract Schedule 2 Exhibit 6 Page 6 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure 1f Natural Gas Project: City of Ft. Worth Meter: Public Safety Bldg1 - Gas From To # Days 6/27/01 7/26/01 30 7/27/01 8/24/01 29 8/25/01 9/25/01 32 9/26/01 10/24/01 29 10125/01 11/26/01 33 11 /2 7/01 12/26/01 30 12/27/01 1/24/02 29 1/25/02 2/22/02 29 2/23/02 3/25/02 31 3/26/02 4/24/02 30 4/25/02 5/24/02 30 5/25/02 6/25/02 32 Total or Average 364 Site: Public Safety Area: Public Safety Unit: Qty On-pk (MCF) Reading Inc!? HtgDD CIgDD 0 p 0 622 0 p 0 637 0 0 388 0 " 24 98 0 " 92 38 6 p 413 12 14 p 519 0 18 k 407 5 16 k 360 13 1 p 69 128 0 k 8 213 0 b 0 454 55 1,892 2,608 Account: 250-7472-99 Multiplier Offset 0.0000 0 0.0000 0 0.0000 0 0.0000 0 0.0000 0 0.4701 0 0.8731 0 1.4311 0 1.4378 0 0.4661 0 0.0000 0 0.0000 0 0.3899 0 Baseline 0 0 0 0 0 6 14 18 16 1 0 0 55 Deviation 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Pub Safety Bldg1-Gas (Account # 250-7472-99): Tuning Period is 364 days from 6127/01 until 6/25/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (MCF) = (0.00 x #Days + 0.0309 x HtgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2=0.785 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Intl?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 63.0°F balance point. Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. CIgDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. RRcv )-5-03 J CONT • Schedule 2 Natural Gas HNSON LS City of Fort Worth Performance Contract Exhibit 6 Page 7 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure 1g Project: City of Ft. Worth Site: Public Safety Area: Public Safety Meter: Public Safety BIdg2 - Gas Unit: City On-pk (MCF) Account: 436-7273-99 From To # Days Reading Inc'? HtgDD CIgDD Multiplier Offset Baseline Deviation 6/27/01 7/26/01 30 0 13 0 622 0.0000 0 0 0.0% 7/27/01 8/24/01 29 0 13 0 637 0.0000 0 0 0.0% 8/25/01 9/25/01 32 0 k 2 388 0.0000 0 0 0.0% 9/26/01 10/24/01 29 116 k 41 98 0.5977 0 116 0.0% 10/25/01 11/26/01 33 689 13 130 38 1.9191 0 689 0.0% 11/27/01 12/26/01 30 979 13 465 12 1.0861 0 979 0.0% 12/27/01 1/24/02 29 1,002 k 577 0 0.9254 0 1,002 0.0% 1/25/02 2/22/02 29 885 k 461 5 0.9939 0 885 0.0% 2/23/02 3/25/02 31 706 p 414 13 0.8597 0 706 0.0% 3/26/02 4/24/02 30 602 k 92 128 2.1274 0 602 0.0% 4/25/02 5/24/02 30 320 17 213 2.0173 0 320 0.0% 5/25/02 6/25/02 32 117 k 0 454 0.8409 0 117 0.0% Total or Average 364 5,416 2,199 2,608 0.9473 0 5,416 0.0% 0.0% Pub Safety B1dg2 - Gas (Account # 436-7273-99): Tuning Period is 364 days from 6/27/01 until 6/25/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (MCF) = (4.35 x #Days + 1.6580 x HtgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2=0.845 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Intl?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Periods under 1.9°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. CIgDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. Re\ ()-5-(J 3 J ENKA CONT LS City of Fort Worth Performance contract Schedule 2 Exhibit 6 Page g BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figured! h Regression Analysis Baselines (Meacham Terminal Complex) Electricity Project: City of Ft. Worth Site: Meacham Terminal Area: Meacham Terminal Meter: Meacham Terminal - E-29 Unit: Qty On-pk (kWh) From To # Days Reading Inc!? HtgDD CIgDD 6/13/01 7/12/01 30 0 513 7N 3/01 8N 0/01 29 b 0 669 8111101 9111101 9/12/01 10/10/01 10/11/01 11/8/01 11/9/01 12/11/01 12/12/01 1 / 11 /02 1/12/02 2/8/02 2/9/02 3/11/02 3/12/02 4/10/02 4/11/02 5/9/02 5/10/02 6/11/02 Total or Average 32 29 29 33 31 28 31 30 29 33 364 151,500 p 142,500 151,500 13 142,500 147,750 100,500 106,500 96,000 73,500 80,250 81,750 93,000 120,750 131,250 1,325,250 l' l' p 1' p p p 0 17 62 297 631 476 484 215 7 10 2,199 527 203 75 21 0 5 2 25 249 325 2,614 Account: 559-6229-99-6 Multiplier Offset Baseline 1.0888 0 151,500 0.9341 0 142,500 1.0098 0 147,750 0.9667 0 100,500 1.1753 0 106,500 0.9958 0 96,000 0.8305 0 73,500 0.9974 0 80,250 0.9215 0 81,750 1.0537 0 93,000 1.1103 0 120,750 1.0246 0 131,250 1.0090 0 1,325,250 Deviation 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Meacham Terminal - E-29 (Account # 559-6229-99-6): Tuning Period is 364 days from 6/13/01 until 6/11/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (kWh) = (2,854.98 x #Days + 104.2724 x CigDD) x Multiplier This Baseline Equation has a Net Mean Bias of 6.6% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2=0.945 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Ind?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. CIgDD=Cooling Degree -Days calculated for DALLASIFT WORTH,TX for a 65.0°F balance point. Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. Re Q-5-03 J CONT Schedule 2 tro HNSON LS City of Fort Worth Performance Contract Exhibit 6 Page 9 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure 1 i Electricity Project: City of Ft. Worth Site: Meacham Terminal Area: Meacham Terminal Meter: Meacham Terminal - Elec Unit: Qty On-pk (kWh) Account: 266-3257-98-4 From To # Days Reading Ind? HtgDD CIgDD Multiplier Offset Baseline Deviation 6/13/01 7/12/01 30 6,772 b 0 513 0.9833 0 6,772 0.0% 7/13/01 8/10/01 29 6,615 k 0 669 0.9936 0 6,615 0.0% 8/11/01 9/11/01 32 7,267 k 0 527 0.9892 0 7,267 0.0% 9112101 10/10/01 29 6,615 13 17 203 0.9936 0 6,615 0.0% 10/11/01 11/8/01 29 6,660 p 62 75 1.0004 0 6,660 0.0% 11/9/01 12/11/01 33 7,267 p 297 21 0.9592 0 7,267 0.0% 12/12/01 1/11/02 31 6,637 k 631 0 0.9326 0 6,637 0.0% 1/12/02 2/8/02 28 6,739 k 476 5 1.0484 0 6,739 0.0% 2/9/02 3/11/02 31 6,670 k 484 2 0.9372 0 6,670 0.0% 3/12/02 4/10/02 30 6,578 I) 215 25 0.9551 0 6,578 0.0% 4/11/02 5/9/02 29 6,509 p 7 249 0.9777 0 6,509 0.0% 5/10/02 6/11/02 33 9,315 p 10 325 1.2296 0 9,315 0.0% Total or Average 364 83,644 2,199 2,614 1.0000 0 83,644 0.0% 0.0% Meacham Terminal - Elec (Account # 266-3257-98-4): Tuning Period is 364 days from 6/13/01 until 6/11/02 Below is the equation used to calculate the Baseline values for the tuning period and all future periods: Baseline (kWh) = (229.57 x #Days) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.O%. The underlying regression has a R2=0.000 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Ind?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. CIgDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. Q-5-03 J CONT Schedule 2 Natural Gas HNSON LS Cityof Fort Worth Performance rfo manse Contract Exhibit 6 Page 10 BASELINES, PRE -RETROFIT CONDITIONS, MODELS Figure lj Project: City of Ft. Worth Site: Meacham Terminal Area: Meacham Terminal Meter: Meacham Terminal 1 - Gas Unit: Qty On-pk (MCF) Account: 319-4606-99 From To # Days Reading Inc!? HtgDD CIgDD Multiplier Offset Baseline Deviation 12/9/00 1/10/01 33 84 13 717 0 0.9853 0 84 0.0% 1 /11 /01 2/8/01 29 37 " 450 4 0.6574 0 37 0.0% 2/9/01 3/9/01 29 16 " 347 2 0.3507 0 16 0.0% 3/10/01 4/9/01 31 11 " 184 66 0.3738 0 11 0.0% 4/10/01 5/9/01 30 9 " 15 136 0.7756 0 9 0.0% 5/10/01 6/11/01 33 13 b 0 391 1.1757 0 13 0.0% 6/ 12101 7/11/01 30 8 0 510 0.7959 0 8 0.0% 7/12/01 8/9/01 29 7 0 668 0.7204 0 7 0.0% 8/10/01 9/10/01 32 8 b 0 542 0.7461 0 8 0.0% 9/11/01 10/9/01 29 8 b 5 201 0.7817 0 8 0.0% 10/10/01 11/7/01 29 12 19 85 1.0271 0 12 0.0% 11/8/01 12/10/01 33 36 b 196 22 1.1487 0 36 0.0% Total or Average 367 249 1,933 2,627 0.7949 0 249 0.0% 0.0% Meacham Terminal 1-Gas (Account # 319-4606-99): Tuning Period is 367 days from 1219/00 until 12/10/01 Below is the equation used to calculate the Baseline values for the tuning period and ail future periods: Baseline (MCF) = (0.34 x #Days + 0.1035 x HtgDD) x Multiplier This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of ±0.0%. The underlying regression has a R2=0.990 Baseline Costs are calculated using Rate Tariff documented in separate attachment Explanations and Assumptions: (empty checkbox) under 'Ind?' indicates that the bill is excluded from the regression. However the Baseline Equation is always applied for all billing periods, even those excluded from the regression. HtgDD=Heating Degree -Days calculated for DALLASiFT WORTH,TX for a 61.0°F balance point. Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline Equation. C1gDD=Cooling Degree -Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point. Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all future periods. Rc'vL). Q3 co Schedule 2 Figure 2a Location: Address: Account: ate: 7/26/01 8/24/01 9/25/01 10/23/01 11/25/01 12/25/01 1/23/02 2122102 3/24/02 4/24/02 5/23/02 Figure 2b Location: Address: Account: Date: 7/26/01 8/24/01 9/25/01 10/23/01 11/25/01 12/25/01 1/23/02 2/22/02 3/24/02 4/24/02 5/23/02 6/24/02 City Hall 1000 Monroe St 558-0295-99 736,920 735,120 732,600 584,280 681,120 668,880 597,240 616,320 698,400 735,480 808,200 7 9 942. 8.384.502 Exhibit 6 Electricity Baselines - City of Ft. Worth (Electric) led ery A Y1t„ 48,514 48,790 48,417 34,160 39,822 39,106 28,109 29,007 32,865 34,609 38,028 17,i 1 39 458.596 Municipal Annex 908 Monroe St 260-1504-98-4 163,395 157,680 158,580 142,920 161,055 164,025 164,745 158,085 169,470 156,060 150,975 1 F9 470 1.907.460 3,298 3,402 3,849 4,051 4,448 9 251.957 (Electric) to mounts $ 48,514 $ 48,790 $ 48,417 $ 34,160 $ 39,822 $ 39,106 $ 31,407 $ 32,408 $ 36,715 $ 38,660 $ 42,475 44 979 -' _ e 484.553 `, - Elect. TDSP- LT901.. Sery Amt 43urcharg§ - Amount $ 11,593 $ 11,593 $ 11,267 $ 11,267 $ 10,978 $ 10,978 $ 7,732 $ 7,732 $ 8,713 $ 8,713 $ 8,988 $ 8,988 $ 8,971 $ 8,971 $ 7,442 $ 904 $ 8,347 $ 7,978 $ 966 $ 8,944 $ 7,347 $ 893 $ 8,240 $ 7,108 $ 865 $ 7,974 $ 7.575 $ 1.615 $ 9.190 $105.693 243 $110.936 City of Fort Worth Performance Contract Page 11 Re\ Q-5-03 J CONT Schedule 2 Figure 2c Location: Address: Account: HNSON LS City of Fort Worth Performance Contract Page 12 Public Safety Building 916 Throckmorton St 558-0233-99-6 Date: 7/26/01 8/24/01 9/25/01 10/23/01 11/25/01 12/25/01 1/23/02 2/22/02 3/24/02 4/24/02 5/23/02 6/24107 Figure 2d Location: Address: Account: Date: 7/12/01 8/10/01 9/11/01 10/10/01 11/8/01 12/11/01 1/11/02 2/8/02 3/11/02 4/10/02 5/9/02 /11/O2 Exhibit 6 (Electric) Elect , TDSP Total Seiry Amt Surcharge Amount 250,560 60 $ 16,161 $ 16,161 240,800 $ 15,753 $ 15,753 250,560 $ 16,188 $ 16,188210,080 $ 11,352 $ 11,352 256,800 $ 13,877 $ 13,877 231,840 $ 12,700 $ 12,700 223,360 $ 12,148 $ 12,148 224,160 $ 10,549 $ 1,264 $ 11,813 228,800 $ 10,767 $ 1,290 $ 12,057 246,080 $ 11,580 $ 1,384 $ 12,963 232,960 $ 10,963 $ 1,312 $ 12,275 26C , 60 $ 12, 563 $ 2,106 $ 14,669 ,� � _- � 2.862.560 $154.600 S 7.356 - -$161.956 Meacham Terminal Building 4201 N Main St Ste 200 559-6229-99-6 (Electric) Elect. TDSP Total KWH , 5 em Amt 3urchar[ Amount , 151,500 $ 9,948 $ 9,948 142,500 $ 10,175 $ 10,175 147,750 $ 9,610 $ 9,610 100,500 $ 5,433 $ 5,433 106,500 $ 5,795 $ 5,795 96,000 $ 5,223 $ 5,223 73,500 $ 3,999 $ 3,999 80,250 $ 3,783 $ 480 $ 4,263 81,750 $ 3,854 $ 488 $ 4,342 93,000 $ 4,383 $ 549 $ 4,932 120,750 $ 5,687 $ 701 $ 6,388 131250 $ 6.181 $ 1.335 $ 7.516 1.325.250 $ 74.070 $ 3.553 $ 77.623 Re\ ‘-)-S-03 Schedule 2 Figure 2e City of Fort Worth Performance Contract Exhibit 6 Page 13 Location: Meacham Terminal Building Address: 4401 N Main St Ste 200 A Account: 266-3257-98-4 (Electric) Elect. TDSP.r Total Date. ��"� � Seirv► Amt� 3urcharQ� - Amount , - � 7/12/01 6,772 $ 597 $ 597 8/10/01 6,615 $ 587 $ 587 9/11/01 7,267 $ 630 $ 630 10/10/01 6,615 $ 586 $ 586 11/8/01 6,660 $ 590 $ 590 12111 /01 7,267 $ 633 $ 633 1 /11 /02 6,637 $ 557 $ 557 218/42 6,739 $ 327 $ 79 $ 406 3/11/02 6,670 $ 324 $ 79 $ 403 4/10/02 6,578 $ 319 $ 78 $ 398 5/9/02 6,509 $ 316 $ 78 $ 394 611I 9,,315 $ 448 $ 127 $ 575 8:644.9�I 44'lr== -= -6.356 , Re\ Q-5-03 J CONT Schedule 2 Figure 2f HNSON LS Exhibit 6 Natural Gas Baselines - City of Ft. Worth Location: City Hall Address: 1000 Monroe St Account: 250-7243-99 (Gas) Date: 7/26/01 8/24/01 9/25/01 10/24/01 35 11/26/01 352 12/26/01 1,526 1/24/02 1,646 2/24/02 1,551 3/25/02 2,088 4/24/02 1,670 5/24/02 1,597 875 ,M111.* 1 Al Figure 2g 1116i:int 26 $ 190 24 $ 177 28 $ 203 201 1,329 8,028 8,210 7,858 9,285 7,217 7,707 4 5 Location: Municipal Annex Address: 908 Monroe St Account: 250-7244-99 (Gas) 4Date 7/26/01 8/24/01 9/25/01 10/24/01 11/26/01 12/26/01 1/24/02 2/24/02 3/25/02 4/24/02 5/24/02 M5/02 161i Ain% 71 $ 477 59 $ 400 58 $ 390 54 $ 303 61 $ 341 86 $ 469 104 $ 539 94 $ 495 86 $ 416 28 $ 154 21 $ 132 2,1 $ 132, 743 $ 4.248 City of Fort Worth Performance Contract Page 14 Rev )-5-(J3 J CONT Phi • 4:1, Schedule 2 Figure 2h HNSON LS Location: Public Safety Building Address: 916 Throckmorton St Account: 250-7472-99 7/26/01 8/24/01 9/25/01 10/24/01 11/26/01 12/26/01 1/24/02 2/24/02 3/25/02 4/24/02 5/24/02 N25/02 15 15 15 15 15 48 92 116 92 19 15 15 , -4T 472 Figure 2i Location: Address: Account: F' 7/26/01 8/24/01 9/25/01 10/24/01 11/26/01 12/26/01 1/24/02 2/24/02 3/25/02 4/24/02 5/24/02 /25/02 6 14 18 16 1 Public Safety Building 916 Throckmorton St 436-7273-99 Vtngi MdIF r Aiirrourif $ 15 $ 15 $ 15 116 $ 577 689 $ 4,190 979 $ 5,162 1,002 $ 5,012 885 $ 4,500 706 $ 3,165 602 $ 2,620 320 $ 1,567 117 $ 624_ 5.416 $ 27.472 , Exhibit 6 City of Fort Worth Performance Contract Page 15 Re\ ()-5-03 CONTRLS Schedule 2 Figure 2j Location: Meacham Terminal Address: Account: 319-4606-99 Total Date: MCF Amount , 1 / 10/01 84 $ 746 2/8/01 37 $ 331 3/9/01 16 $ 151 4/9/01 11 $ 92 5/9/01 9 $ 78 6/11/01 13 $ 97 7/11/01 8 $ 59 8/9/01 7 $ 53 9/10/01 8 $ 58 10/9/01 8 $ 45 11/7/01 12 $ 68 12/10(01 36 $ 191 City of Fort Worth Performance Contract Exhibit 6 Page 16 Re\ t)- -0 J CONT Schedule 2 Figure 2k HNSON LS City of Fort Worth Performance Contract Exhibit 6 Page 17 Water/Sewer Baselines - City of Ft. Worth Location: City Hall Address: 301 Texas St Account: 871/864 Usage _Total - - - Avats (CCF) mount 7/27/01 727.4' $ 2,417.40 8/27/01 728.9 $ 2,422.33 9/26/01 604.8 $ 2,014.05 10/29/01 398.0 $ 1,333.67 11/27/01 371.4 $ 1,246.16 12/27/01 377.3 $ 1,265.57 1/29/02 424.7 $ 1,566.00 2J27/02 359.4 $ 1,329.00 3/28/02 421.8 $ 1,555.00 4/26/02 544.6 $ 2,001.00 5/28/02 659.0 $ 2,416.00 6/26/02 730.5 $ 2,676.00 Totals 6,347.1 - 22,242.13 Figure 21 Location: Public Safety Building Address: 1000 Throckmorton St. Account: 5455/5382 usage'" _ Tata u F= sae - (d+CFl 8/7/01 r 120.81 $ 241.46 8/28/01 94.8 $ 236.21 10/1/01 82.6 $ 187.97 11 /1 /01 68.4 $ 286.29 11/30/01 77.7 $ 316.88 1 /8/0 2 69.3 $ 289.00 1/31/02 67.6 $ 306.00 2/28/02 65.0 $ 297.00 4/3/02 61.4 $ 284.00 5/3/02 86.1 $ 374.00 5/30/02 265.0 $ 1,023.00 7/12/02 21.4 $ 139.00 Totals 1,080.1 $ 3,980.81 Re\L)S-01 J CONT Schedule 2 Figure 2m Location: Address: Account: Nimpo HNSON LS Municipal Annex 906 Monroe St 579801/519 2 ate", 7/27/01 8/27/01 9/26/01 10/29/01 11/27/01 12/27/01 1/29/02 2/27/02 3/28/02 4/26/02 5/28/02 6/26/02 _Totals, Figure 2n Location: Address: Account: 7/24/01 8/22/01 9/21/01 10/22/01 11/20/01 12/21/01 1/26/02 2/22/02 4/1/02 5/8/02 6/21/02 Totals Ut ,r sa mqp 35.2 32.0 40.1 34.1 38.6 40.0 36.3 36.2 40.2 37.5 53.8 36.3 460.3' 177.05 166.53 193.18 173.44 188.24 192.85 193.02 192.66 207.18 197.38 256.54 193.02 ,331._09,, Meacham Terminal 4403 N. Main St. 344005/332356 238.5 87.9 30.9 0.0 28.7 27.7 37.8 100.8 71.7 179.0 247.7 1,050.7 $ 825.87 $ 330.39 $ 142.86 $ 41.20 $ 135.62 $ 132.33 $ 165.57 $ 407.10 $ 301.47 $ 691.00 $ 940.00 $ 4,113.41 Exhibit 6 City of Fort Worth Performance Contract Page 18 Re\ Q)-5-03 Schedule 2 Figure 3a HNSON LS City of Fort Worth Performance Contract Exhibit 6 Page 19 Facility Occupancy Hours - City of Ft. Worth TPW Building 100 Occupancy Number of Area - Type Staff Vls,IDay Hrs./Yr.'= :' y Hrs. [Yr:;j Hrs /Y Location �' Hrs.lYr�= City Hall = Main Building LL Human Resources Office LL Development Office LL Purchasing Office LL Revenue Office LL ITS Office LL ITS - Computer Room Comp.Rm LL ITS - Records Office LL Water IT (separate AC) Office LL Water IT - Computer Room Comp.Rm LL Reprographics Process GF Customer Service/Info.Center Office GF City Store Retail 2F T/PW Office 2F Engineering Office 2F WaterNVater Admin. Office 2F Planning Office 2F Pre -Council Office 2F Council Chambers Assembly 3F City Managers Office 3F City Secretary Office 3F Budget Office 3F Accounting Office 3F Finance Office 3F MARS (Finance) Office 3F Cafeteria Office 3F Disadvantaged Bus.Ent. Office 3F Internal Audit Office 3F Law Office City Hall - Service Building GF Building p Operator Office 1-4 Variable 4,940 468 5,408 GF Plant Equipment E ui ment Service 1 Variable 4,940 468 - 5,408 1 Weekdays Saturdays Sundays 37 100 3,120 85 100 3,640 14 15 2,860 7 35 2,860 80 5 3,120 3 0 6,240 4 2 2,860 2 0 2,860 2 0 4,160 19 20 2,860 3 20 2,340 2 20 2,340 40 40 2,860 1-44 25 2,860 1-25 150 3,380 5-25 12 3,380 1 5-75 3,120 0 5-200 520 28 20-30 2,860 7 3 2,860 18 5 2,340 23 20 2,860 5 5 2,860 6 0 3,120 3 Variable 2,600 6 5-10 2,600 15 0 3,120 35 10-15 3,120 Total 260 3,380 360 216 4,216 48 2,908 2,860 48 - 3,168 1,248 1,248 8,736 I 2,860 2,860 208 156 4,524 2,860 2,340 10 - 2,350 288 48 2,860 104 2,964 208 104 3,692 104 3,484 3,120 520 104 - 2,964 2,860 2,340 48 - 2,908 60 - 2,920 130 - 3,250 2,600 104 2,704 48 3,168 208 312 3,744 Rcv (}-5-U3 TPW Building 200 C^^TJHNSONIc WIVI ��W Schedule 2 Figure 3b City of Fort Worth Performance Contract Exhibit 6 Occupancy Number of Location I , .; -Area:- _ ;Type :Staff • V1sJDay ° Hrs./Yr. ;: Public Safety - Main Building GF Marshals Offices 1-38 500-650 4,420 GF Human Services Offices 11 100-300 3,900 GF Traffic Engineering Offices 10 5 2,340 GF Traffic Operations Offices 9 1 2,340 1F Parking Offices 3 15 2,340 1F Records Offices 8 0 3,640 1F Cashiers Offices 2-10 0 3,900 1F IWarrants Offices 3-15 0 6,240 1F ICourtroom2 Assembly 3 I 200-400 3,640 1F Courtroom.3 Assembly 3 I 175-350 3,120 1F Courtroom.4 Assembly 3 125-250 2,340 1F Courtroom.5 (Assembly 3 150-300 2,600 2F Courtroom.1Assembly 3 400-800 I 2,080 2F Muni.Courts &Services (N) Offices 7 50 3,380 2F Muni.Courts & Services (S) (Offices 6 50 2,340 2F Muni.Courts &Services (S) 'Offices 2 10 I 3,380 3F Fire Department Offices � 20 � 20 1 2,340 3F Fire Investigations Offices 5 5-10 2,340 4F Fire Department !Offices 21 50 2,600 4F Fire Department !Offices I 1 1 2 1,560 4F Municipal Courts 'Offices i 28 1 50 3,900 4F 1Teen Court Offices 2 � 2-10 I 2,080 5F (Storage Offices 0 1 2-10 � - Public Safety - 10th Street Annex GF Marshals Break Rm. Variable Variable 4,420 GF Emergency Management Offices 6 5 2,340 GF Fire Communications Offices 4 2 2,340 GF Fire Dispatch/911 Offices 5 2 6,240 GF Police Communications Offices 4 2 2,340 1 ! GF (Police Dispatch/911 Offices 20 2 6,240 Notes 1 Emergency Management is highly variable. If weather warning goes into effect, 1-staff present to monitor. If event occurs, area can be fully staffed for the duration, sometimes for weeks, 24/7. 2 Fire & Police Communications/Dispatch is a temporary occupancy until new facility is completed in Summer of 2003. After that time, these areas will remain in stand-by as emergency back-up to the new facility. Page 20 1 1 I Weekdays Saturdays Sundays Total Hrs./Yr.= Hrs./Yr.,, HrsJYr. 416 416 5,252 108 - 4,008 - - 2,340 2,340 2,340 3,640 3,900 1,248 1,248 8,736 3,640 3,120 72 - 2,412 72 - 2,672 - - - 2,080 - 1 - 3, 380 - f - 2,340 3, 380 2,340 2,340 2,600 - 1,560 108 - 4,008 - j 2,080 416 416 5,252 Note 1 Note 1 - - f - 2,340 1,248 1,248 8,736 - - 2,340 1,248 1,248 8,736 J CONT Schedule 2 Figure 3c *1 le 110 HNSON LS TRW Building 500 PacOon I Municipal Annex 1F Water Customer Service 2F Water 3F Housing 4F Housing 4F Org.Analysis Unit (CM) 5F Occ.Health & Safety 5F Finance - Risk Mgt. 5F Human Relations Commission 6F HR - Assistant Director 7F Environmental 8F Operations Figure 3d Aviation Dept. Facility Location p Meacham Terminal LL B1 Maintenance LL BIA LL B2 LL B3 LL B3A LL B4 LL B5 LL B5A LL B6 LL B7 LL B8 LL B9 LL B10 Fire Sprinkler Room LL B11 LL B12 LL B13 LL B14 LL B15 LL B15A LL B16 LL B17 LL B17A LL B18 LL B18A LL BIBB LL B18C Exhibit 6 City of Fort Worth Performance Contract Page 21 Occupancy Number Weekdays Saturdays Sundays Total I' of Staff rVISJDaY jrJyr4t::.110-Nt•-fl T Office Office Office Office Office Office Office Office Office Office Office 16 415 3,120 8 49 3-5 2,860 104 20 2-30 3,380 130 26 20 3,120 0 5 2 2,600 6 5 2,860 48 5 5 2,860 96 16 10 3,120 104 9 20+ 3,120 48 21 10 3,120 8 1 3 2,340 - Occupancy Number of 7r .,:.,,i i,,,; S:taff,,,,, ,\/1*./Day ,,H H Shop 4 5 Office 1 5 Shop 0 2 Storage 0 0 Storage 0 0 Mtn Shop 0 5 Storage 0 5 Storage 0 5 Empty 0 0 Empty 0 0 Empty 0 0 Empty 0 0 Risers 0 1 Office 3 20 Office 3 20 Office 2 10 Office 2 10 Office 2 10 Office 2 10 Office 1 2 Storage 0 3 Storage 0 3 Office 2 6 Office 2 6 Office 2 6 Office 2 6 3,128 2,868 0 3,640 3,228 2,600 _ 2,908 _ 2,956 _ 3,168 3,168 3,128 2,340 Weekdays Saturdays Sundays • 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 • is; Total 2,340 2,340 2,340 2,340 2,340 2,340 • 2,340 - 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 2,340 Re\ ()-5-03 CONT Ammtkiiw HNSON LS City of Fort Worth Performance Contract Schedule 2 Exhibit 6 Aviation Dept. Facility Occupancy Number of Location Area '; Type. Staff_ LL B18S Office 2 LL AHU Room 0 LL Mechanical 0 LL 1Boiler 0 LL Chiller 0 LL Phone 0 1ST 100 Office 3 1ST 100A Office 1 1ST 101 Classroom 12 1ST 102 Classroom 12 1ST 103 Classroom 12 1ST 104 Classroom 12 1ST 105 Classroom 12 1ST 106 Classroom 12 1ST I 107 Empty 1ST 1107A Office 5 1ST 1107B Office 5 1ST 108 Classroom 12 1ST 108A Classroom 12 1ST RR Restrooms 1ST 109 Empty 1ST 109A Office 5 1ST 1101Office 2 1ST 110A Storage 1ST � 1111Common 1ST 112 Office ( 3 1ST 113 Empty 1ST 114 Empty 1ST Jetway Office 6 1ST � 115 Security 2 1ST � 116�Office 2 1ST 11/ Empty 1ST Hallway 1ST 118 Once 5 1ST 119 Empty 1ST � 120 Counter 1 1ST � 125 Office 1 1ST � 130 Office 3 1ST 131 Office 3 1ST S Ctr W Empty 1ST S Ctr E Empty 2ND 200AOffice 1 2ND 200B Office 1 2ND 120000ffice 1 2ND 200D Office 1 2ND 200E Office � 1 2ND '200F OfficeJ1 2ND 200G Office 1 Vis JDay 6 3 3 3 3 1 30 7 30 30 30 30 30 30 10 10 30 30 10 2,340 6 4,160 25 2,600 25 2,340 25 3,640 10 6,240 2 2,340 10 2,340 20 6,240 10 2,340 25 2,340 6 2,340 6,240 6,240 5 2,600 5 2,600 5 2,600 5 2,600 5 2,600 5 2,600 5 2,600 Page 22 Weekdays Saturdays Sundays Total Hrs./Yr. Hrs./Yr.:- Hrs./Yr.: Hrs./Yr. 2,340 - - 2,340 2,340 - - 2,340 2,340 - - 2,340 2,340 - - 2,340 2,340 - - 2,340 2,340 - - 2,340 3,640 2,600 2,600 8,840 3,640 I 2,600 2,600 8,840 3,640 2,600 2,600 8,840 3,640 2,600 2,600 8,840 3,640 2,600 2,600 8,840 3,640 2,600 2,600 8,840 3,640 2,600 2,600 8,840 3,640 2,600 2,600 8,840 2,340 - - 2,340 2,340 - - 2,340 3,640 2,600 2,600 8,840 3,640 2,600 2,600 8,840 6,240 1,248 1,248 8,736 - 2,340 832 5,824 - 5,200 - 2,340 832 2,600 1,040 1,248 1,248 1,040 1,040 1,248 1,248 1,040 1,248 1,248 1,040 1,040 1,248 1,248 5,720 8,736 2,340 2,340 8,736 4,420 4,420 2,340 8,736 8,736 2,600 2,600 2,600 2,600 2,600 2,600 2,600 Re\ 1)-5M3 J CONT Schedule 2 ook HNSON LS Aviation Dept. Facility Location 2ND 200H 2ND 2001 2ND 200J 2ND 200K 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND 2ND Area Cityof Fort Worth Performance Contract Exhibit 6 Page 23 J Occupancy Numbe r Weekdays Saturdays Sundays Total of Hrs./Yr. Hrs./Yr.Type Staff VisJDay Hrs./Yr. Hrs./Yr.. Office 1 5 2,600 - - 2,600 , Office 1 5 2,600 - - 2,600 , Office 1 5 2,600 - 2,600 Office 1 5 2,600 - 2,600 2,600 , 206 Conf Rm 0 6 2,600 - 204 Eqp Rm 0 1 - - 2,3 - 208 Office 4 12 2,340 0 210 Office 6 15 2,340 - - 2,340 - 212 - - _ 214 - - 2,340 216 Office 2 15 2,340 218 Office 1 2 2,340 - - 2,340 , 220 Office 3 15 2,340 - 2 , 340 , 0 2 6,240 - 6,240 , 222 Eqp Rm 224 Office 1 2 2,340 - - 2,340 226 Office 1 2 2,340 - - 2,340 , 228 Conf Rm 0 15 2,340 - - 2,340 , 12 15 2,340 - - 2,340 _ 230 Office 232 Office 4 15 2,340 - 2,340 _ 234 Office4 15 2,340 - 2,340 , 236 Office 4 15 2,340 - 2,340 , 238 Office 2 5 2,340 - 2,340 _ 240 Office 2 5 2,340 - - 2,340 242 Office 15 25 2,340 - 2,340 _ - 250 Empty - _ 252 2,340- 254 Office 2 2 2,340 - -- 258 2,340 260 Office 2 2 2,340 262 Office 1 3 2,340 208 208 2,756 264 Office 1 3 2,340 208 208 2,756 Rcv 9-5-0 1 J CONT Schedule 2 Figure 4a HNSON LS Exhibit 6 Equipment operating Hours - City of Ft. Worth TPW Building 100 Location Area Served City Hall - Main Building UL 3rd Floor Cooling UL 2F Perim.lnduction Units UL 2F, 3F Perim.lnduction Units UL 2F Perim.lnduction Units UL 2F, 3F Perim.induction Units UL 2nd Floor Heating UL 3rd Floor Heating Ground LL, ITS - Comp.Rm.Cooling Ground LL, ITS - Comp.Rm.Cooling UL Most of LL, FF, 2F Core UL Most of LL, FF, 2F Core UL Most of LL, FF, 2F Core UL Most of LL, FF, 2F Core UL Most of LL, FF, 2F Core UL Main Building UL 2F, 3F Perim.lnduction Units UL LL, ITS - East.Ext.Offices UL LL, ITS - Computer Room UL LL, North UL LL, Water - Computer Room LL LL, Water - Computer Room LL Conditioned Areas 1 F Conditioned Areas 2F Core Conditioned Areas 2F N.Perimeter Cond.Areas 2F S.Perimeter Cond.Areas 2F E.Perimeter Cond.Areas 2F W.Perimeter Cond.Areas 3F Core Conditioned Areas 3F S.Perimeter Cond.Areas 3F W.Perimeter Cond.Areas 3F 3F, N/NW Area 3F 3F, E/NE Area 3F 3F, S/SE Area City Hall - Service Building GF Main Building Cooling GF Main Building Cooling GF Main Building Cooling GF Main Building Cooling GF Main Building Cooling GF Main Building Cooling GF Main Building Chillers GF Main Building Chillers GF Main Building Chillers Equipment Type CHW Pump DT Pump DT Pump DT Pump DT Pump HW Pump HW Pump Chiller Chiller SAF SAF SAF RAF RAF Relief AF FCU FCU FCU FCU FCU FCU TUs TUs TUs TUs TUs TUs TUs TUs TUs TUs AHU AHU AHU Chiller Chiller Chiller CHW Pump CHW Pump CHW Pump Clg.Tower Clg.Tower Clg.Tower Weekdays Saturdays Sundays Hrs./Yr.; Hrs./Yr. ` A H rs.lYr.:: 104-5 6,240 132-1 6,240 132-2 6,240 132-3 6,240 132-4 6,240 NA 3,360 113-3 3,360 NA 6,240 NA Lag Only 100-1 6,240 100-2 6,240 100-3 101-1 Lag Only 101-2 6,240 101-3 100-4 6,240 100-6 6,240 100-5 6,240 100-7 6,240 100-13 100-16 6,240 NA 6,240 NA 6,240 NA 6,240 NA 6,240 NA 6,240 NA 6,240 NA 6,240 NA 6,240 NA 6,240 NA 6,240 100-8 6,240 100-9 6,240 100-10 6,240 105-1 - 105-2 4,160 105-3 104-1 104-2 4160 104-3 102-1 4,160 102-2 4,160 102-3 4,160 1,248 1,248 1,248 1,248 1,248 672 672 1,248 City of Fort Worth Performance Contract Page 24 1,248 1,248 1,248 1,248 1,248 672 672 1,248 Total HrsJY 8,736 8,736 . 8,736 8,736 8,736 4,704 4,704 8,736 Lag Only Lag Only 1,248 1,248 8,736 . 1,248 1,248 8,736 As Necessary Lag Only Lag Only 1,248 1,248 8,736 . As Necessary 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 As Necessary 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 As Necessary As Necessary As Necessary As Necessary As Necessary As Necessary 8,736 8,736 8,736 8,736 8,736 . 8,736 8,736 8,736 8,736 8,736 8,736 8,736 . 8,736 8,736 . 8,736 8,736 8,736 8,736 Re\ Q-5-03 Schedule 2 Locatia GF GF GF GF GF GF GF GF GF GF TPWN Building 100 ..cc ,Area Se�r►►e Main Building Chillers Main Building Chillers Main Building Chillers/CT Main Building Chillers/CT Main Building Chillers/CT Main Building Heating Main Building Heating Main Building Heating Main Building Heating Office City of Fort Worth Performance Contract Exhibit 6 Equipment CIg.Tawer 102-4 CIg.Tower 102-5 CDW Pump 103-1 CDW Pump 103-2 CDW Pump 103-3 HW Boiler 114-1 HW Boiler 114-2 HW Pump 113-1 HW Pump 113-2 FCU 100-11 4,160 4,160 Weekdays Page 25 Saturdays Sundays As Necessary As Necessary As Necessary 4,160 I As Necessary As Necessary 4,704 3,360 Lag Only 3,360 6,240 Lag Only 672 Lag Only 672 1,248 Lag Only 672 Lag Only 672 1,248 4,704 4,704 8,736 Rev 9-5-03 J CONT • Schedule 2 Figure 4b HNSON LS TPW Building 200 Location Area Served _ = Public Safety - Main Building BLRm BLRm BLRm BLRm BLRm BLRm BSMT BLRm BSMT BSMT BSMT BSMT GF GF GF Main Building Cooling Main Building Cooling Main Building Chiller/CT 4th Floor Cooling Main Bldg. & 10th St. Heating Main Bldg. & 10th St. Heating 10th Street Cooling Ground - 3rd Floors GF, Traffic Eng. - North IGF, Human Services GF, Traffic Eng. - South GF, Marshals (S) GF, Traffic Mgt. Center (E) GF, Traffic Mgt. Center (W) GF, Traffic Eng. Comp.Rm. 1F 1F, Warrants (NW) 1 F, Roof 1 F, Courtrooms & Offices 1F, Roof 2F, Chief Judge (NE) 1 F, Roof I2F, Courtroom 1, East 1 F, Roof 2F, Courtroom 1, West 2F 2F, Chief Judge (NE) 2F I2F, Courtroom 1, East 2F 2F, Courtroom 1, West 2F 2F, "by Rm.219" 2F 12F, "by Rm.221" 2F 2/3F, South Cond.Areas 2F 2/3F, North Cond.Areas 4F 4F, Conditioned Areas 4F, Roof Main Building Chiller 5F, Roof 5F, Storage Areas Public Safety - 10th Street Annex GF 10th Street Cooling GF 10th Street Cooling PSB Roof 10th Street Chiller GF 10th Street Heating GF Conditioned Areas GF Fire Comm.Equip.Cooling GF Police Comm.Equip.Cooling City of Fort Worth Performance Contract Exhibit 6 Equipment Type Chiller CHW Pump CDW Pump CHW Pump HW Boiler HW Boiler CHW Pump AHU AHU AHU AHU AHU Split Split Split AHU RTU ACCU ACCU ACCU Split Split Split AHU AHU AHU AHU MZ-AHU CIg.Tower RTU Chiller CHW Pump ACCU HW Pump MZ-AHU Split Split Page 26 Weekdays Saturdays Sundays Total Tag Hrs./Yr. Hrs./Yr. His./Yr.. Hrs./Yr. 205 204-1 203 204-2 214-1 214-2 204-3 200-1 200-2 200-3 200-4 200-5 209-1 209-2 209-3 200-6 209-4 209-5 209-6 209-7 200-7 NA NA 200-8 200-9 200-10 200-11 200-12 202 NA NA 104-4 109-2 113-4 100-12 NA NA 6,240 6,240 6,240 6,240 Lag Only 3,360 Back-up 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 4,420 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 6,240 3,360 6,240 6,240 6,240 1,248 1,248 1,248 1,248 Lag Only 672 Back-up 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 Lag Only 672 Back-up 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 As Necessary 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 1,248 672 1,248 1,248 1,248 1,248 1,248 1,248 672 1,248 1,248 1,248 8,736 8,736 8,736 8,736 4,704 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 8,736 4,704 8,736 8,736 8,736 Re\ 9-5-03 1 J FINISON CONT LS Schedule 2 Figure 4c TPW Building 500 1-9Pati,91) IffArea SyecI[Ai Municipal Annex - Main Building BSMT Main Building Heating BSMT Main Building Heating BSMT AHU 500-la Heating BSMT AHU 500-1 b Heating BSMT 1F, East BSMT 1F, West 2F 2nd Floor 3F 3rd Floor 4F 14th Floor 5F 5th Floor 6F 6th Floor 7F 7th Floor 8F 18th Floor 8F !Main Building Cooling 8F Main Building Cooling Roof Main Building Cooling Figure 4d Aviation Dept. Facility Location I - Area Serve Meacham Terminal - Main Building BSMT Main Building Cooling BSMT Main Building Cooling BSMT Main Building Cooling BSMT !Main Building Cooling BSMT 'Main Building Cooling BSMT Main Building Cooling BSMT Main Building Chillers/CT BSMT Main Building Chillers/CT BSMT 'Main Building Heating BSMT Main Building Heating BSMT Main Building Heating Grade 1Main Building Chiller Grade IMain Building Chiller BSMT Main Building HVAC BSMT Main Building HVAC 1F Main Builidng Addition HVAC DD.AHU Meacham Terminal - Jetway Addition 1F, Jetway HVAC Grade Grade Jetway HVAC Grade Jetway HVAC City of Fort Worth Performance Contract Exhibit 6 Equipment HW Boiler HW Pump HW Pump HW Pump AHU AHU AHU AHU AHU AHU AHU AHU AHU CHW Pump CHW Pump Chiller Taw' 514 513-1 513-2 513-3 500-la 500-1b 500-2 500-3 500-4 500-5 500-6 500-7 500-8 504-1 504-2 NA I Equipment Type --- Tag Chiller (A) Worthington Chiller (A) Worthington Chiller (B) Carrier Chiller (B) I Carrier CHW Pump Linclon CHW Pump Baldor CDW Pump Linclon CDW Pump Baldor HW Boiler Peerless HW Pump I Lincoln HW Pump Marathon CIg.Tower Marley CIg.Tower Marley DD.AHU Carrier DD.AHU Carrier Carrier Split.AHU Trane Pkg.AHU Trane Pkg.AHU Trane I Page 27 Weekdays Saturdays Sundays Total HOk."Yrati))HrYt 6,240 1,248 1,248 6,240 1,248 1,248 6,240 1,248 1,248 6,240 1,248 1,248 6,240 I 1,248 1,248 6,240 1,248 1,248 4,680 1,248 4,680 936 936 6,240 1,248 4,680 936 936 I 6,240 I 1,248 1,248 I 6,240 I 1,248 1,248 I Lag Only 6,240 6,240 As Necessary Lag Only Lag Only 1,248 1,248 1,248 1,248 8,736 8,736 8,736 8,736 8,736 8,736 4,680 8,736 6,552 6,552 8,736 8,736 8,736 8,736 Weekdays Saturdays Sundays Total Hrs./Yr. Hrs./Yr.Hrs./Yr. -- firs./Yr. 3,640 104 3,640 104 3,640 I 104 I 3,640 104 1 3,640 1,248 I 3,640 1,248 3,640 104 3,640 104 120 24 120 24 120 24 3,640 104 3,640 104 3,640 1,248 3,640 1,248 780 156 104 104 104 104 1,248 1,248 104 104 24 24 24 104 104 1,248 1,248 6,240 1,248 1,248 3,640 208 208 3,640 208 208 3,848 3,848 3,848 3,848 6,136 6,136 3,848 3,848 168 168 168 3,848 3,848 6,136 6,136 936 8,736 4,056 4,056 Re‘ Q-5-03 J CONT Schedule 2 HNSON LS Exhibit 6 HVAC Equipment Field Readings - City of Ft. Worth Figure 5a -_ -: FieSystemld ��ld HVAC Nameplate ;{:._ . Fie! Readin HP Volts FIRL Volts: - Amp = t.ocatlon ,. Equlpment � � City Hall Trane, Water -Goofed SerysCe Chiller.l 300. 480 336 Cent.Not running Building RT Chiller.2 300. 480 336 481 114 Trane, Water -Cooled RT 280.00 0.84 Cent. Chiller.3 200. 480 333 481 131 Trane, Water -Cooled RT 185.33 0.84 Cent. CHWP.1 50 480 482 45 CV System 65.10 0.82 C HW P.2 50 480 486 46 CV System 68.20 0.81 CHWP.3 50 480 62.5 481 35.3 CV System 54.63 0.77 C DW P.2 25 480 32 485 22 CV System 32.30 0.80 CDWP.3 20 480 27 482 17.6 CV System 26.00 0.81 Ct-Fan D1 20 480 27 482 17.1 CV System 24.77 0.83 Ct-Fan E1 20 480 27 481 15.0 CV System 22.30 0.81 Ct-Fan East 20 480 27 481 14.4 CV System 21.13 0.81 Ct-Fan Mid 20 480 27 481 16.2 CV System 23.37 0.83 Ct-Fan West 20 480 27 481 13.6 CV System 19.67 0.83 Prim.HWP.1 7.5 480 11.7 480 5.9 CV System 10.80 0.66 Prim.HWP.2 7.5 480 11.7 485 5.9 CV System 10.63 0.65 Building DTP.North 7.5 480 477 5.0 CV System Main 9 6.89 0.86 DTP .West 10 480 475 7.3 CV System 12.43 0.71 DTP.South 10 480 476 5.3 CV System 7.74 0.83 DTP.East 10 480 476 6.9 CV System 10.83 0.75 Boster 10 480 13.3 482 7.6 CV System CHWP. 12.62 0.77 SAF.1 75 480 478 13 CV, LL, Ground and 2nd 34.07 0.47 Floor Core SAF.2 75 480 477 31.7 CV, LL, Ground and 2nd 51.63 0.74 Floor Core SAF.3 75 480 477 13.7 CV, LL, Ground and 2nd 35.03 0.51 Floor Core RTF.1 40 480 478 18.3 CV, LL, Ground and 2nd 32.70 0.67 Floor Core City of Fort Worth Performance Contract Page 28 Rev t) 5-01 J CONT Schedule 2 HNSON LS System HVAC Exhibit 6 City of Fort Worth Performance Contract Page 29 Field Readings: nt HP Volts F!RL Volts Amps PF Instk Notes Location Equ�pme _ .17.6 CV, LL, Ground and end RTF . 2 40 480 478 32.50 0.66 Floor Core AHU.100.? 480 480 17.9 Buffalo 691-3014a2 32.67 0.65 AHU.100.? 480 480 1.3 Buffalo 691-3015 10.98 0.12 480 486 1.7 Trane CCDB08EEGD, EF _ EXF 6 4.04 0.49 with CHW Coil AHU.100.4 50 480 60 477 19.5 CV, 100% OA Induction 31.47 0.74 Unit System HWP-4 480 476 Serving AHU-4 1.64 AHU.100.6 15 480 480 6.7 CV, 100% OA Induction 13.17 0.60 Unit System Carrier, Air -Cooled Recip. _ 480 153.0 477 a� Grade Chiller.4-1 80.R T 41.00 @ Grade Chiller.4-2 80.R 480 114.0 477 Carrier, Air -Cooled Recip. Nvt Running T CHWP.4 Air 5 480 476 2.6 CV System Chillers 4.30 0.72 Nameplate Field Re\ 9--03 J CONT Schedule 2 Figure 5b System Location _ : Equip oft HNSON LS HVAC Exhibit 6 Nameplate Field Readings Volts FIRL Volts Amps PF: lnst.k A W City of Fort Worth Performance Contract Page 30 Public Safety Trane,Wster-Cooled Basement Chiller.1 300. 26$ 606 215 Cent. RT 215.00 CHWP.1 30 208 82 215 6.8 CV System 68.80 0.46 CDWP.1 30 208 215 6.2 CV System 61.50 0.45 AHU.200.1 20 230 54.7 215 4.6 CV, Lobby, 1st, 2nd, 3rd 31.00 0.69 Floors, High AH U.200.1 5 230 22.5 215 3.1 Low Speed 14.60 0.95 AH U .200.2 5 200 14.2 214 1.3 11.30 0.55 AHU.200.3 3 200 9.0 209 0.9 7.80 0.55 AH U .200.4 3 200 9.0 209 0.9 8.00 0.55 AHU.200.5 2 200 6.0 214 0.5 3.10 0.74 Roof RTU.1 25.R 208 Main R 140 1st Floor T Courtrooms/Support Areas 35.R 208 67 .4 Copeland, Air-Cooled21 10th Street Chiller.1 T 70.00 Recip. 35.R 208 19 Copeland, Air -Cooled Chiller.2 T Recip. AH U .200 .12 15 208 42 213 10.9 CV, 10th St. Annex Areas 35.67 0.82 CHWP 5 208 15 214 1.5 9.73 0.62 HWP 1.5 208 5 214 0.5 3.85 0.62 1 Figure 5c Municipal Annex Roof Chiller.1 250. 208 754.5 218 RT 160.00 Penthouse CHWP.1 20 208 58.5 215 43.00 0.54 Carrier, Air -Cooled Recip. 5.0 CV System Re\ tQ-;-03 J CONT NNW HNSON LS Schedule 2 Figure 5d System H1IAC Location Equipment Meacham Terminal Basement Chiller.la City of Fort Worth Performance Contract Exhibit 6 74.R 480 480 60 0.90 Worthington, Water- T Cooled Recip. Chiller.l b 74.R 480 480 45.0 0.90 Worthington, Water- T Cooled Recip. Chiller.2a 35.R 480 485 22.0 0.90 Carrier, Water -Cooled T Recip. Chiller.2b 35.R 480 485 37.0 0.90 Carrier, Water -Cooled T Recip. C HW P.1 7.5 480 490 9.4 0.74 5.8 CV System CHWP.2 5 480 488 4.9 0.70 2.9 CV System CDWP.1 10 480 490 9.9 0.76 6.4 CV System CDWP.2 5 480 492 6.4 0.69 4.0 CV System Outside CTwr Fan 7.5 480 480 0.75 CV System AHU.1 50 480 480 28.0 0.85 20.4 CV, Basement, lst Floors AHU.2 15 480 480 17.0 0.75 12.9 CV, 2nd Floor Air Comp 7.5 486 486 7.5 0.69 CV System 1 st Floor AHU.3 30 480 37.0 491 30.6 0.80 21.1 CV, 1980 Addition Page 31 Rex_ 9-5-0 JHNSON CONTLS Schedule 2 City of Fort Worth Performance Contract Exhibit 6 Page 32 Light Logger Reading Summary - City of Ft. Worth Figure 6 Facility Area Avg. Burn - Name Type hours/Yr. City Hall Basement 6,408 2nd FI 6,457 Public Safety Common 3,821 Gen Work 4,895 Office 4,405 Municipal Annex Common 4,099 Gen Work 3,896 Office 3,120 Meacham Terminal Common 4,274 Gen Work 3,013 Office 2,811 Re\ 9-5-03 CO Schedule 2 City of Fort Worth Performance Contract Exhibit 6 Page 33 Plumbing Fixture Baselines - City of Ft. Worth Figure 7a City Hall - Toilets and Urinals Personnel Fixture Gender Avg Flush Flushes Total • Existing - ExistUsage Classification Type Female Male Days/Year Per Day Flushes - Usage/GPF ., Gal.1)16ar Full Time Toilet 482 262 Employees 3.0 378,852 4.5 1,704,834 Toilet 206 262 1.0 53,972 4.5 242,874 Urinal 206 262 2.0 107,944 1.8 194,299 Part Time Toilet 130 262 Employees 3.0 102,180 4.5 459,810 Toilet 57 262 1.0 14,934 4.5 67,203 Urinal 57 262 2.0 29,868 1.8 53,762' Daily Visitors Toilet 60 262 1.0 15,720 4.5 70,740 Toilet 20 262 1.0 5,240 4.5 23,580 Urinal 20 262 1.0 5,240 1.8 9,432' ' 713,950 2,826,535 'Totals Figure 7b City Hall - Sinks 17§0,911,irie t. frFsiddi :141; :1-pall , P.:69 ' -,;i9u , iiiig r4,10:7,40660,'' 41- Clasifictipn, ., Y Type c '''' deFiliiaiic i, Pit „ 4, Minutes t' -Asiii.dp14', * darlietiir Full Time Sinks 688 262 0.5 2.5 225,320 Employees Part Time Sinks 187 262 0.5 2.5 61,243 Employees Daily Visitors Sinks 100 262 0.25 2.5 16,375 Totals 302,938 Re\ ()-5-03 J CONT Silb i HNSON LS City of Fort Worth Performance Contract Schedule 2 Exhibit 6 Page 34 Figure 7c Public Safety — Toilets and Urinals Personnel Fixture Gender = Avg Flush Flushes Total Existing Exist:Usage" Type Female Male : Da s/Year Per DayFlushes ysage!G PF Gal.,►Ye Classification Yp � � Full Time Toilet 166 262 Employees Toilet 80 262 Urinal 80 262 Weekend Toilet 3 96 Employees Toilet 6 96 Urinal 6 96 Daily Visitors Toilet 45 262 Toilet 25 262 Urinal 25 262 (Totals Figure 7d Public Safety Sinks Personnel Fixture pal Day � :•i3Ei; •.r Classification Type Occupan Full Time Sinks 240 Employees Weekend Sinks 9 Employees Daily Visitors Sinks 100 262 0.25 2.5 16,375 Totals 96,055 2.0 83,840 4.5 1.0 20,960 4.5 1.0 20,960 2.0 2.0 576 4.5 1.0 576 4.5 1.0 576 2.0 1.0 11,790 4.5 1.0 6,550 4.5 1.6 6,550 2.0 152,378 377,280 94,320 41,920 2,592 2,592 1,152i 53,055 29,475 13,100 615,486 262 Duration Exis vA' 4T t g 0.5 96 0.5 2.5 2.5 t.Usage oar 78, 600 1,080 RC\ 1)-5-0)3 J CONT Schedule 2 ioth oak HNSON LS Exhibit 7 POST-RETROF1T CONDITIONS HVAC Indoor Temperature Set -points ana ement During the post -retrofit period, the Facility M System (FMS) will be setup to maintain the g following occupied and unoccupied indoor conditioned -space temperatures. 73-Deg.F Minimum 85-Deg.F Minimum City of Fort Worth Performance Contract Page 1 70-Deg.F Maximum 50-Deg.F Maximum HVAC Equipment Schedules building occupancy schedules HVAC scheduling will be based upong shown in Exhibit G. c schedules were derived from interv1ews with County perso nnel within their respective Occupan y conditioned areas. system start times such The FMS will provide warm-up/cool-down HVAC that the occupied spaces meet Y the above -listed HV AC Indoor Temperature Set -points at all times. JCI will monitor post -retrofit HVAC run-times through the FMS. JHNSON CONTLS Schedule 2 City of Fort Worth Performance Contract Exhibit 8 Page 1 RESPONSIBILITIES OF JCI AND THE CUSTOMER This Exhibit details the individual responsibilities of JCI and of the Customer, not otherwise set forth in this Performance Contract, in connection with the management and administration of the Assured Performance Guarantee. Johnson Controls, Inc. 1. Provide monthly savings reports during the 1. first year of guarantee and quarterly savings reports years 2 through 10 based on savings methodology described in this Agreement. 2. Regular monitoring and maintenance of facility improvement measures to maintain peak operating efficiency. 3. Report any operational or retrofit opportunities that would further increase the efficiency of the facilities. 4. Meet all contractual obligations. City of Fort Worth Provide to Johnson Controls, Inc. reports of any significant changes in schedules, operating hours, conditioned area, personnel levels or any other item which may have an impact on utility consumption and other operating costs. 2. Provide access to designated Johnson Controls employees for the purpose of verifying, adjusting and/or maintaining the facility improvement measures employed at the various facilities. 3. Notify Johnson Controls, Inc. within 48 hours of the failure of any equipment, controls or strategies that might impact avoided costs. 4. Continue preventive maintenance on new mechanical and electrical equipment associated with this agreement which is not covered by JCI Service Contract. JHNSON CONT$LS Schedule 3 City of Fort Worth Performance Contract SERVICES SCHEDULE Page 1 1. SCOPE OF SERVICE. JCI and the Customer agree that the services checked below will be provided by JCI at the Customer's facility. O Primary Air Conditioning Equipment (PRIME) H Primary Air Conditioning Equipment (Basic) O Fire Detection and Management Systems (Premium) El Fire Detection and Management Systems (Basic) O Facility Operations O Reciprocating Air Conditioning Equipment (Premium) O Reciprocating Air Conditioning Equipment (Basic) O Associated Air Conditioning and Heating Covered Equipment (Premium) O Associated Air Conditioning and Heating Covered Equipment (Basic) O Maintenance Management Services O Primary Heating Covered Equipment (Premium) 13 Primary Heating Covered Equipment (Basic) O Automatic Temperature Controls (Premium) O Automatic Temperature Controls (Basic) 13 Training O Facility Management Systems (Premium) 13 Facility Management Systems (Basic) O Security Management Systems (Premium) ❑ Security Management Systems (Basic) O Assured Performance Guarantee ❑ Energy System Management Services ❑ Metasys Training 2. EXTENDED SERVICE OPTIONS FOR PREMIUM AND PRIME COVERAGES. On -site repair services will be provided during JCI`s normal business hours, unless one of the following options is checked: O 24-5 Extended Service--JCI will provide on -site response 24 hours a day, 5 days a week (Monday thru Friday, except JCI holidays) O 24-7 Extended Service--JCI will provide on -site response 24 hours a day, 7 days a week (including holidays) (i) JHNSON cONT-QS Schedule 3 City of Fort Worth Performance Contract Page 2 1 DEFINITIONS. The terms used in this Services Schedule shall be defined as follows: (a) COVERED EQUIPMENT means the equipment for which services are to be provided under this Services Schedule and installed under Schedule I and any other Covered Equipment Lists attached to this Services Schedule. (b) EQUIPMENT FAILURE means the sudden and accidental failure of moving parts or electric or electronic components that are part of the Covered Equipment and that are necessary for its operation. (c) SCHEDULED SERVICE VISITS include labor required to perform inspections and preventive maintenance on Covered Equipment. (d) SCHEDULED SERVICE MATERIALS include materials required to perform Scheduled Service Visits on Covered Equipment. (e) REPAIR LABOR includes labor necessary to restore Covered Equipment to working condition following an equipment failure and excludes total equipment replacement due to obsolescence or unavailability of parts. (f) REPAIR MATERIALS include materials necessary to restore Covered Equipment to working condition following an equipment failure and excludes total equipment replacement due to obsolescence or unavailability of parts. At JCI's option, Repair Materials may be new, used, or reconditioned. All Repair Materials are covered by the warranty as described below. (g) BASIC COVERAGE includes Scheduled Service Visits, plus Scheduled Service Materials if otherwise noted in this Services Schedule, for Covered Equipment. (h) PREMIUM LEVEL COVERAGE includes BASIC COVERAGE as well as Repair Labor, plus Repair Material if otherwise noted in this Services Schedule, for Covered Equipment. EXTENDED SERVICE includes extended service for repairs and is available only if Customer has PREMIUM or PRIME coverage. The price for Extended Service, if chosen by Customer, is part of the total price Customer will pay. Should a defect be found during an Extended Service visit that JCI is not responsible for under this Services Schedule, Customer agrees to pay JCI's standard fee for any services rendered. Should Repair Labor or Repair Materials be performed in periods beyond the Extended Service period, Customer agrees to pay JCl's standard fee for any services rendered beyond the Extended Service period. PRIME LEVEL COVERAGE includes BASIC COVERAGE as well as Repair Labor, plus Repair Materials if otherwise set forth in this Services Schedule, for Covered Equipment consisting of centrifugal, absorption, or screw chillers. PRIME LEVEL COVERAGE also includes Repair Labor, and Repair Materials if otherwise set forth in this Services Schedule, for diagnosed imminent equipment failure as well as actual equipment Failure, and the following: JC1 will analyze diagnostic tests including PreDVue Vibration Analysis and spectrochemical oil analysis megohm readings. All diagnostic tests must be performed at JCI-prescribed frequencies and to JCI-specified test standards. Coverage will include Repair Labor and Repair Material for heat exchanger tubes if an Eddy Current Analysis, acceptable to JCI, has been performed in the three years prior to this Services Agreement Schedule and is provided to JCI, or such a test will be performed as part of this Services Agreement Schedule. JHNSON CONT&S Schedule 3 City of Fort Worth Performance Contract Page 3 (ii) Should JCI's analysis suggest the existence or the possibility of equipment deterioration outside anticipated or acceptable conditions, JCI may at its option take corrective steps necessary to prevent further deterioration or breakdown of the Covered Equipment. JC1 retains sole judgment over whether equipment conditions are considered acceptable, whether corrective steps should be taken, or what steps, if any, need to be taken. Performance of any corrective steps under this PRIME coverage is not a guarantee that equipment failure or downtime will not occur. (j) EXTENDED SERVICE includes extended service for repairs and is available only if Customer has PREMIUM or PRIME coverage. The price for Extended Service, if chosen by Customer, is part of the total price Customer will pay. Should a defect be found during an Extended Service visit that JCI is not responsible for under this Services Schedule, Customer agrees to pay JCI's standard fee for any services rendered. Should Repair Labor or Repair Materials be provided in periods beyond the Extended Service period, Customer agrees to pay JCI's standard fee for any services rendered beyond the Extended Service period. 4. WARRANTY. JCI warrants that its services will be provided in a good and workmanlike manner and that parts repaired or replaced by JCI will be free form defects in workmanship, design, and material until the end of this Agreement or for one year, whichever is earlier. JCI's sole obligation shall be to repair or to replace defective parts or to properly redo defective services. JCI DISCLAIMS ALL OTHER WARRANTIES ON THE EQUIPENT FURNISHED UNDER THIS AGREEMENT, INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. 5. INITIAL EQUIPMENT INSPECTION FOR PREMIUM OR PRIME COVERAGES. JCI will inspect the Covered Equipment within 45 days of the date of this Services Schedule or as seasonal or operational conditions permit. JCI will advise Customer if JCI finds any Covered Equipment not in working order or in need of repair. With the Customer's approval, JCI will perform the work necessary to put the Covered Equipment in proper working condition. To the extent that Covered Equipment is not subject to warranty or other obligation of JCI for its repair, this work will be done at JCI's standard fee for parts and labor in effect at that time. If the Customer does not want JCI to do the work identified by JCI, or if Customer does not have the work done, the Covered Equipment will be removed from the list of Covered Equipment and the price of this Services Schedule will then be adjusted. 5. CUSTOMER OBLIGATIONS AND COMMITMENTS TO JCI. The Customer warrants that, to the best of Customer's knowledge, all Covered Equipment is in good working condition and the Customer has given JCI all information of which Customer is aware concerning the condition of the Covered Equipment. The Customer agrees that, during the term of this Services Schedule, the Customer will: (a) operate the Covered Equipment according to the manufacturer's recommendations; (b) keep accurate and current work logs and information on the Covered Equipment as recommended by the manufacturer; (c) provide an adequate environment for Covered Equipment as recommended by the manufacturer or as recommended by JCI, including adequate space, electrical power, air conditioning, and humidity control; (d) notify JCI immediately of any Covered Equipment malfunction, breakdown, or other condition affecting the operation of the Covered Equipment; (e) allow JC1 to start and stop, periodically turn off, or otherwise change or temporarily suspend equipment operations so that JCI can perform the services required under this Services Schedule; and J CONT Schedule 3 014 HNSON LS City of Fort Worth Performance Contract Page 4 (f) provide proper condenser and boiler water treatment, as necessary, for the proper functioning of Covered Equipment, if such services are not JCI's responsibility under this Services Agreement Schedule. The Customer acknowledges that its failure to meet these obligations will relieve JCI of any responsibility for any breakdown, or any necessary repair or replacement, of any Covered Equipment and may require adjustments under Schedule 2, Assured Performance Guarantee Schedule. 6. CHANGES TO COVERED EQUIPMENT. To the extent permitted under the Performance Contract, the Customer retains the right to make changes or alterations to the Covered Equipment. If, in JCI's opinion, such changes or alterations substantially affect JCI's services or obligations, JCI shall have the right to make appropriate changes to the scope or to the price of this Services Schedule or to both. 7. ACCESS. The Customer will give JCI full access to all equipment that is either Covered Equipment or associated with it when JCI makes reasonable requests for such access. If access cannot be provided, JCI's obligations under this Services Schedule will be suspended until such access to the equipment is provided. Matters affecting JCI's access to the equipment may include, but are not limited to, the removal, replacement, repair, refinishing, restoration, reconstruction, or other remedial actions taken by the Customer with respect to Covered Equipment or to the Customer's facility. Suspension of JCI's duties for this reason will not cancel or suspend any of the Customer's obligations under this Services Schedule. 8. EXCLUSIONS. JCI's services under this Services Agreement Schedule do not include: (a) supplies, accessories, or any items normally consumed during the use of Covered Equipment, such as ribbons, bulbs, and paper; (b) calls resulting from lack of operator -level preventive maintenance, site -related problems, or operator error; (c) service calls due to failures resulting from acts of God, abuse or misuse of Covered Equipment, or alterations, modifications, or repairs to Covered Equipment not performed or provided by JCI; (d) the furnishing of materials and supplies for painting or refinishing Covered Equipment; (e) electrical work to the Customer's facility necessary because of Covered Equipment; (f) service calls resulting from attachments made to Covered Equipment or other equipment not covered by this Services Schedule; (g) the repair or replacement of ductwork, casings, cabinets, structural supports, tower fill/slats/basin, hydronic and pneumatic piping, and vessels, gaskets, and piping not normally replaced or maintained on a scheduled basis, and removal of oil from pneumatic piping; (h) service calls resulting from the effects of erosion, corrosion, acid cleaning, or damage from unexpected or especially severe freezing weather that is beyond what is prevented by JCI's normal maintenance; (I) work caused by any operation of, adjustments to, or repair to, Covered Equipment by others not authorized in advance by JCI; d NT Schedule 3 011111,4 ••r HNSON LS City of Fort Worth Performance Contract Page 5 (j) work caused by the negligence of others, including but not limited to equipment operators and water treatment companies; (k) service calls due to failures caused by improper environmental conditions affecting Covered Equipment or electrical power fluctuations, if due to conditions beyond JCI's control, and service calls required because JCI had previously been denied access to the Covered Equipment; and (1) disposal of hazardous wastes. Hazardous wastes remain the property and the responsibility of the Customer even when removed from equipment or replaced by JCI as provided by the terms of this Services Schedule. The Customer shall be responsible for the proper storage and disposal of hazardous wastes. This includes, but is not limited to, used oil, contaminated or uncontaminated refrigerant, and PCBs. The following Exhibits are attached and made part of this Schedule: Exhibit 1 Exhibit 2 Exhibit 3 Assured Performance Guarantee Primary Air Conditioning Equipment (Basic) Annual Inspection Tasks -Chillers JHNSON CONT&S Schedule 3 City of Fort Worth Performance Contract Page 6 This Schedule is attached to and made a part of the Performance Contract between JOHNSON CONTROLS INC. and CITY OF FORT WORTH. Johnson Controls, Inc. Printed Name: Michael Flores Title: Texas Solutions Business Manager Date: City of�rt Worth Signature: Printed Name: Marc Ott Title: Assistant City Manager City of Fort Worth Signature: Printed Name: Robert Goode Title: Director of Transportation and Public Works (TPW) Date: q _��, , eL3 Date: City of Fort Worth Signature: Printed Name: Gary Steinberger Title: Assistant City Attorney Date: _ 03 ?://e City of Fort Worth ///' Signature: Printed Name: Gloria Overstreet Pearson Title: City Secretary Date: 3C17 �J4; ^y� tir ii J CONT Schedule 3 HNSON LS City of Fort Worth Performance Contract Exhibit 1 Page 1 ASSURED PERFORMANCE GUARANTEE JCI Assured Performance Guarantee (APG) Responsibilities: A. Performance Reporting Services a) Provide monthly savings reports during the first year of guarantee and quarterly savings reports years 2 through 10 based on savings methodology described in this Agreement. Reporting shall include the following: • Energy savings calculations for period compared to targets. • Status of energy and operational savings strategies implemented by JCI. B. Performance Assurance Services a) Remote monitoring of facility management system • Review of status and operation of energy and operational savings measures implemented by JCI. Implement corrective actions as needed. • Review Run Time Totalization for period on selected equipment. • Review Trending of selected equipment for period. • Site visit to review facility management system and consultation with Customer's Energy Manager. • Report any operational or retrofit opportunities that would increase energy savings. b) Training • Customer consultation. • Telephone support as required. J _ HNSON ONT LS City of Fort Worth Performance Contract Exhibit 2 Page 1 PRIMARY AIR CONDITIONING AND REFRIGERATION EQUIPMENT SYSTEM ASSURANCE SERVICES 'v Schedule 3 "Basic" Coverage ❑ 1. Scheduled Service Visits - JCI will provide services so that the Customer's listed equipment receives Operational Inspections per year. Inspection services include, but are not limited to, those on the attached schedule(s). ❑ 2. Scheduled Service Materials - JCI will provide materials necessary to complete JCI's Operational Inspection services. E 3. Comprehensive Annual Inspection - JCI will provide services so that the Customer's listed equipment receives one Comprehensive Annual Inspection each year. Annual Inspection tasks include, but are not limited to, those on the attached schedule(s). El 4. Annual Inspection Materials - JCI will provide materials necessary to complete JCI's Comprehensive Annual Inspection services. ❑ 5. Refrigerant Transfer Service - JCI will transfer refrigerant from the Centrifugal and Screw Chillers into the Customer's storage tanks for off-season storage, and transfer the refrigerant from the storage tanks back to the chiller(s) prior to start-up. ❑ 6. Diagnostic Services - JCI will provide diagnostic services according to the indicated schedule(s). These diagnostic services are in addition to the minimum tests required if PRIME coverage is selected. No. of Spectrochemical Oil Analyses per year No. of Pre•Vue Vibration Analyses per year No. of Eddy Current Tube Analyses per year No. of Lithium Bromide Analyses per year 7. Tube Cleaning Services - JCI will mechanically brush condenser tubes once per year. 121 Heads to be removed by JCI ❑ Heads to be removed by Customer ❑ 8. Water Treatment - JCI will perform or obtain appropriate water treatment services according to the attached schedule. Z 9. Enhancement Engineering - JCI monitors the overall performance of the Customer's equipment, taking into consideration current manufacturer's recommendations, reliability, productivity, operating cost, and changes in use. When JCI identifies alterations, upgrades, retrofits, etc., which will benefit the customer, JCI will suggest appropriate action. JHNSON cONPLS Schedule 3 City of Fort Worth Performance Contract Exhibit 2 Page 2 "Prime" Coverage ❑ i. Repair Labor - During JCI's normal working hours, JCI will provide On Call and Preventive repair labor. On Call repairs are provided for Equipment Failures. Preventive repairs are specifically applied preemptive repairs performed to avoid predicted breakdowns. JCI determines the need for preventive repairs through JCI's analysis of the required diagnostic tests, as listed below. Centrifugal Chillers - a minimum of 2 oil and 2 Vibration Analyses per year. Screw Chillers - a minimum of 2 oil Analyses and 2 Vibration Analyses per year. Absorption Chillers - a minimum of I Lithium Bromide analysis per year. ❑ 2. Repair Materials - JCI will provide the replacement parts(s) as required to restore covered equipment to operating condition, following an actual or predicted Equipment Failure. In addition, refrigerant lost as a consequence of the Equipment Failure will be replaced. El 3. Heat Exchange Tube Repairs - JCI will provide repair services for the Customer's chiller heat exchange tubes under the repair coverage as indicated above. These services will be provided contingent upon JCI's review of a satisfactory Eddy Current Tube Analyses completed within three years prior to the date of coverage or as part of this agreement, which shows the tubes to be in a condition which is acceptable to JCI. El 4. Extended Service - on -site repair services for covered equipment will be extended beyond JCI's normal working hours, in accordance with the Extended Service option checked below: O 24-5 Extended Service - JCI will provide on -site response 24 hours a day, 5 days a week (Monday thru Friday) (except JCI's holidays). ❑ 24-7 Extended Service - JCI will provide on -site response 24 hours a day, 7 days a week. Form E9116 (08/92) JHNSON CONPLS City of Fort Worth Performance Contract Schedule 3 Exhibit 3 Page l ANNUAL INSPECTION TASKS - CHILLERS JCI annual inspection tasks for new chillers will include the following: Chiller Hermetic Centrifugal-Sml, 400 tons Comprehensive Care ➢ Chiller; Perform detailed inspection and analysis on chiller and chiller controls/sub-systems. > Log readings and review operation with operator. > Calibrate safeties > Inspect connections in starter and tighten as needed. > Remove oil analysis for lab. Provide written report on analysis ➢ Change oil filter. > Change refrigerant drier if isolatable. > Condenser head removal by JCI > Brushlclean condenser tubes. > Start chiller and log. > Checkout with customer. Chiller Hermetic Screw-Sml, 200 tons Comprehensive Care > Chiller; Perform detailed inspection and analysis on chiller and chiller controls/sub-systems. > Log readings and review operation with operator. > Calibrate safeties. > Inspect and tighten connections in starter > Condenser heads); Removal by JCI > Chiller Tubes; Brushlclean condenser tubes. > Removal of oil sample for lab analysis. Provide written report of findings ➢ Change oil filter. > Change refrigerant drier if isolatable. > Start chiller and log. ➢ Checkout with customer. J CONff Nipo domlik i Schedule 4 HNSON LS City of Fort Worth Performance Contract Page TERM AND PAYMENT SCHEDULE payments to JCI for Work performed as Customer shall make 1. PRICE AND PAYMENT TERM. The specified d in Schedule 1, as well as payments for Services rendered as identified in Schedule 3. (a) Progress Payments For Progress Payments, the pricepaid to be by the Customer for the Work shall be $3,063,090. Estimated Payments are as follows: ent Pyment Due Date 14molin Com mencement Date 290,153 10/31/2003 281,300 11/30/2003 592, 572 12/31/2003 462,924 1 /31 /2004 681, 020 2/28/2004 288, 313 3/31/2004 194, 614 4/30/2004 187,353 5/31/2004 84,841 3,063,090 2 3 4 5 6 7 8 9 Totals JCI will prepar e a Schedule of Values each month for approval by the Customer. JC1 will make current estimates in writingfor review by Customer of materials in place precedingperiod and the value complete and the amount of work performed during the and P Schedule of Values thereof at the prices contracted for as shown on the approved Progress Schedule. bi-monthly. The Customer JCI may submit invoices b will make payment within 20 business Y c days of submission of the approvable invoice. Normal payment cycle is 10 business days. Y If payments are to be made on account of materials or equipment not incorporated in the Work but delivered and suitably stored at the site or in an independent, bonded warehouse conditioned upon submission such payments shall be by JC1 of bills of sale or such other P procedures satisfactory to Customer to establish Customer's title to such materials or equipment orand otherwise protect Customer's interest including applicable insurance transportation to the site. JCI warrants and guarantee s that title to all Work, materials and equipment covered by an P Application for Payment, whether incorporated in the Project or not, will pass to Customer upon the receipt of such payment byJCI, free and clear of all liens, claims, security interests or encumbrances hereinafter ref erred to as "liens"; and that no Work, materials or equipment covered by an Application for Pa yment ment will have been acquired by JC1, or by any other persons performing the Work at th e site or furnishing materials and equipment for the Work, r which an interest therein subject to an agreement under or an encumbrance thereon iserson . retained by the seller or otherwise imposed by JCI or such other person. J CONT • I PO Schedule 4 HNSON LS City of Fort Worth Performance Contract Pale 2 JC1 shallprepare are each application for payment on A1A Document G702, "Application and p Certi ficate for Payment", and attached thereto A1A Document G703, "Continuation Sheet", to progress indicate ro the ress made to date and the period or month for which payment is requested for each item listed in the Schedule of Values. A copy of the revised monthly work progress schedule must be attached before the pay request can be accepted. Customer will pay a 1% penalty for any payments that are delivered to JCi more than 30 calendar days after receipt of the invoice. Final payment, constitutingthe entire unpaid balance for the Work, shall be made to JCi y i hin 30 days after the Substantial Completion Date. Payments may be withheld on account within Y C1 and claims bythird parties (including JCI of any breach of this Agreement by J subco ntractors and material suppliers), but only to the extent that written notice has been provided to JCI and JCI has failed, within ten days of the date of receipt of such notice, to provide adequate security to protect Customer from any Toss, cost, or expense related to such claims. (b) Services The total price for JC1's Services during the Term of this Agreement is $338,210 for Assured Perfor mance Guarantee services and $42,646 for Annual Chiller Maintenance services. This amountpaid will be to JCI based upon completed services. Assured Performance Guarantee services will be billed monthly and Annual Chiller Maintenance services will be billed annually. The payment amounts for each year are shown below. orma c N Pre ■-entat uarante+ = Maintenana ea' Amvunt'Am o �- �w�� un 1 41,971 3,720 2 29,160 3,832 3 30,035 3,947 4 30,936 4,065 5 31,864 4,187 6 32,820 4,312 7 33,804 4,442 8 34,819 4,575 9 35,863 4,712 10 36,939 4,854 Totals 338,211 42,646 Total Services 380,856 2. CUSTOMER PURCHASE ORDERS. The Customer acknowledges and agrees that any ,purchase order issued by Customer, is intended only to establish payment authority for the Customers internal accounting purposes.No purchase order shall be considered to be a counteroffer, amendment, modification, or other revision to the terms of this Agreement. No term or condition included in the Customer's purchase order will have any force or effect. JHNSON CONfLS Schedule 4 City of Fort Worth Performance Contract Page 3 This Schedule is attached to and made a part of the Performance Contract between JOHNSON CONTROLS INC. and the CITY OF FORT WORTH. Johnson Controls, Inc. Sig a re�%� Printed Name: Michael Flores Title: Texas Solutions Business Manager Date: 4=) 3 613 City of Fort Worth Signature: Printed Name: Marc Ott Title: Assistant City Manager l�//D Date: City of Fort Worth Signature: Printed Name: Gary Steinberger Title: Assistant City Attorney ‘i(YS-19-5 Date: City of Fort Worth Signature: Printed Name: Robert Goode Title: Director of Transportation and Public Works (TPW) Date: _5�?.��,3 City of Fort Worth Signature: Printed Name: Gloria Overstreet Pearson Title: City Secretary Date: ` 1/-- C _ / 3YiP4 FORT WORTH September 30, 2003 Leland Thomas Johnson Controls, Inc. Suite 112, 707 North Freeway Fort Worth, TX 76179 By Fax: 870-1902 City Hall Energy Savings Performance Contract Dear Leland: We now have an original Performance bond and a copy of the payment bond. Please provide the original payment bond. Please provide a certificate of insurance for the PLI coverage. This letter is to document our communications on these subjects. Sincerely, Michael Mathews, P.E. Chief, Architectural Services Cc: Durham Steinberger TRANSPORTATION AND PUBLIC WORKS DEPARTMENT ARCHITECTURAL SERVICES SECTION, FACILITIES MANAGEMENT DIVISION 319 West Tenth Street * Fort Worth, TX 76102 817-392-8274 Fax 817-392-8488 mike.mathews@fortworthgov.org JCI Branch No/Location: MARSH USA INC. PRODUCER Marsh USA Inc. 411 East Wisconsin Avenue Suite 1600 Milwaukee, Wisconsin 53202-4419 Attn: CPU, Phone (414) 290-4700 Fax (414) 290-4953 CP U_Milwaukee@marsh.com INSURED Johnson Controls, Inc. Johnson Controls Battery Group, Inc. Johnson Controls Interiors, L.L.C. Johnson Controls of Puerto Rico, Inc. GES America, L.L.C. Optima Batteries, Inc. COVERAGES CERTIFICATE OF INSURANCE Company A DATE 09/25/2003 THIS CERTIFICATE 15 ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE POLICY. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES DESCRIBED HEREIN. COMPANIES AFFORDING COVERAGE Pacific Employers Insurance Company 1601 Chestnut Street, PO Box 41484, Philadelphia, PA 19101 Company B Company C Company D This certificate.supersedes -and replaces -any: previously..issued certificate::. Attn: Corp. Risk Mgmt. X-92 P.G. Box 591 Milwaukee, WI 53201 Sentry Insurance A Mutual Co. 1800 North Point Drive, Stevens Point, WI 54481 ACE American Insurance Company PO Box 41484, Philadelphia, PA 19101 AM Best Rating (As of 9l26101) A XIII A+ XIV A XIII THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, CONDITIONS AND EXCLUSIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. CO LT TYPE OF INSURANCE R A GENERAL LIABILITY (1) (2) (3) X COMMERCIAL GENERAL LIABILITY I CLAIMS MADE 13T OCCUR OWNER'S & CONTRACTOR'S PROT X Contractual X CG2010 (10/93) Additional Insured -Owners, Lessees or Contractors (Form 8) B AUTOMOBILE LIABILITY (1) (2) (3) X - ANY AUTO X - ALL OWNED AUTOS X SCHEDULED AUTOS X - HIRED AUTOS X NON -OWNED AUTOS B X AUTO PHYSICAL DAMAGE (1) GARAGE LIABILITY ANY AUTO POLICY NUMBER HDGG20580902 90-04606-01 POLICY EFFECTIVE POLICY EXPIRATION DATE (MM/DDIYY) DATE (MM/DDIYY) 10-1-2002 10-1-2002 10-1-2003 10-1-2003 90-04606-07 10-1-2002 10-1-2003 C EXCESS LIABILITY X X00 G20581803 UMBRELLA FORM OTHER THAN UMBRELLA FORM A WORKERS COMPENSATION AND WLRC42990413 EMPLOYERS' LIABILITY (3) THE PROPRIETOR/ X INCL PARTNERS/EXECUTIVE OFFICERS ARE: EXCL The Pacific Employers Insurance Company program applies to all JCI entities in all states except for the self -insured entities and the monopolistic states. 10-1-2002 10-1-2003 10-1-2002 10-1-2003 OTHER (1) ADDITIONAL INSURED/LOSS PAYEE: Includes coverage for Additional Insureds & Loss Payees as required by lease or contract. If required by contract, this includes: (2) PRIMARY COVERAGE: Where required by lease or contract, this coverage is primary and not excess of or contributing with other insurance or self-insurance. (3) WAIVER OF SUBROGATION: Insured waives subrogation to the extent required by contract. DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/SPECIAL ITEMS JCI Contract No. 3931-0020 Project Name: Customer PO Number: LIMITS GENERAL AGGREGATE PRODUCTS-COMP/OP AGG PERSONAL & ADV INJURY EACH OCCURRENCE FIRE DAMAGE (Any one fire) MED EXP (Any one person) COMBINED SINGLE LIMIT BODILY INJURY (Per person) BODILY INJURY (Per accident) PROPERTY DAMAGE $ 5,000,000 $ 5,000,000 $ 5,000,000 $ 5,000,000 $ 5,000,000 $ 50,000 $ 2,000,000 DEDUCTIBLES: Comprehensive: ACV Tess $1,000 deductible/Collision: ACV Tess $1,000 deductible. AUTO ONLY -EA ACCIDENT OTHER THAN AUTO ONLY: EACH ACCIDENT AGGREGATE $5,000,000 EACH OCCURRENCE AGGREGATE X WC STATU- 0TH- TORY LIMITS ER EL EACH ACCIDENT EL DISEASE -POLICY LIMIT CERTIFICATE HOLDER City of Ft. Worth PC $5,000,000 $1,000,000 $ 1,000,000 EL DISEASE -EACH EMPLOYEE $ 1,000,000 CANCELLATION SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF THE ISSUING COMPANY WILL MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED HEREIN EMT-F�►ILI RI TG-IriAl��icu �nrir� eu�i �or,c� .�aT. ursn i unit irti r� A�►� Il lllh MARSH USA INC. BY' PERFORMANCE BOND Conforms with The American Institute of Architects A.I.A. document No. A-31"1 KNOW ALL BY THESE PRESENTS: that JOHNSON CONTROLS, INC. 5757 NORTH GREEN BAY AVENUE MILWAUKEE WI 53209 SAFECO INSURANCE COMPANY OF AMERICA GENERAL INSURANCE COMPANY OF AMERICA FIRST NATIONAL INSURANCE COMPANY OF AMERICA HOME OFFICE: SAFECO PLAZA SEATTLE, WASHINGTON 98/85 Bond No. 6242736 (Here insert full name and address or legal title of Contractor) as Principal, hereinafter called Contractor, and, SAFECO INSURANCE COMPANY OF AMERICA (Here insert full name and address or legal title of Surety) SAFECO PLAZA SEATTLE WA 98185 as Surety, hereinafter called Surety, are held and firmly bound unto CITY OF FORT WORTH 1000 THORCKMORTON (Here insert full name and address or legal title of Owner) FORT WORTH TX 76102 as Obligee, hereinafter called Owner, in the amount of THREE MILLION SIXTY-THREE THOUSAND NINETY-ONE AND NO/100'S Dollars ($ 3,063,091 ). for the payment whereof Contractor and Surety bind themselves, their heirs, executors, administrators, successors and assigns, jointly and severally, firmly by these presents. WHEREAS, Contractor has by written agreement dated SEPTEMBER 25 , 2003 , entered into a contract with Owner for PERFORMANCE CONTRACT CITY OF FORT WORTH, 1000 THORCKMORTON, FORT WORTH, TX 7 (Here insert full name, address and description of project) in accordance with Drawings and Specifications prepared by N/A (Here insert full name and address or legal title of Architect) which contract is by reference made a part hereof. and is hereinafter referred to as the Contract. S•1219/SAEF 5/98 Page 1 of 2 rJ Registered trademark of SAFECO Corporation. PERFORMANCE BOND BOND #6242736 NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that, if Contractor shall promptly and faithfully perform said Contract, then this obligation shall be null and void; otherwise it shall remain in full force and effect. = The Surety hereby waives notice of any alteration or extension of time made by the Owner. Whenever Contractor shall be, and declared by Owner to be in default under the Contract, the Owner having performed Owner's obligations thereunder, the Surety may promptly remedy the default, or shall promptly I) Complete the Contract in accordance with its terms and conditions, or 2) Obtain a bid or bids for completing the Contract in accordance with its terms and conditions, and upon determination by Surety of the lowest responsible bidder, or, if the Owner elects, upon determination by the Owner and the Surety jointly of the lowest responsible bidder, arrange for a contract between such bidder and Owner, and make available as Work progresses (even though there should be a default or a succession of defaults under the contract or contracts of completion arranged under this paragraph) sufficient funds to pay the cost of completion less the balance of the contract price; but not exceeding, including other costs and damages for which the Surety may be liable hereunder, the amount set forth in the first paragraph hereof. The term "balance of the contract price," as used in this paragraph, shall mean the total amount payable by Owner to Contractor under the Contract and any amendments thereto, less the amount properly paid by Owner to Contractor. Any suit under this bond must be instituted before the expiration of two (2) years from the date on which final payment under the Contract falls due. No right of action shall accrue on this bond to or for the use of any person or corporation other than the Owner named herein or the heirs, executors, administrators or successors of the Owner. Signed and sealed this 25TH day of SEPTEMBER , 2003 . (Witness) (Witness) JOHNSON CONTROLS, INC. (.7 !SUSAN TRIBBLE; ATTORNEY -IN -FACT (Seal) (Principal) (Title) SAFECO INSURANCE COMPANY OF AMERICA (Seal) (Surety) TRACY I ATTHEWS, ATTORNEY -IN -FACT (Title) S-12191SAEF 5/98 Page 2 of 2 IMPORTANT NOTICE TO SURETY BOND CUSTOMERS REGARDING THE TERRORISM RISK INSURANCE ACT OF 2002 As a surety bond customer of one of the SAFECO insurance companies (SAFECO Insurance Company of America, General Insurance Company of America, First National Insurance Company of America, American States Insurance Company or American Economy Insurance Company), it is our duty to notify you that the Terrorism Risk Insurance Act of 2002 extends to "surety insurance". This means that under certain circum- stances we may be eligible for reimbursement of certain surety bond losses by the United States government under a formula established by this Act. Under this formula, the United States government pays 90% of losses caused by certified acts of terrorism that exceed a statutorily established deductible to be paid by the insurance company providing the bond. The Act also establishes a $100 billion cap for the total of all losses to be paid by all insurers for certified acts of terrorism. Losses on some or all of your bonds may be subject to this cap. This notice does not modify any of the existing terms and conditions of this bond, the underlying agreement guaranteed by this bond, any statutes governing the terms of this bond or any generally applicable rules of law. At this time there is no premium change resulting from this Act. S-6248 3/03 Johnson Controls, Inc. 5757 N. Green Bay Avenue Post Office Box 591 Milwaukee, WI 53201-0591 Tel. 414/524 1200 JaHNSON CONTRLS The undersigned President of Johnson Controls, Inc., a Wisconsin corporation, pursuant to the authority vested in him by a certain resolution adopted by the Board of the Directors on January 23, 1980, hereby authorizes DELEGATION OF AUTHORITY Sue Tribble, Agent 5757 N. Green Bay Avenue Milwaukee, WI 53209 To perform, on behalf of the Company, the acts described as below: To execute and deliver, as attorney in fact for the Company, any and all surety bonds necessary and proper in carrying on the business of the company. This authority does not extend to: a. the execution of contracts for the performance of work, sale of goods, and furnishing of services; b. the collection, receipt and recovery of monies due or to become due to the Company and the issuance of receipts and releases for the payment thereof c. the signing of any notes, contracts, or any other agreement to borrow money in the name of the Company; and d. the signing, on behalf of the Company, of any deeds, abstracts, offers to purchase or any other instruments pertaining to the purchase or sale areal property; This authority shall remain in full force and effect until revoked in writing by the President of the Company. Signed and sealed in Milwaukee, Wisconsin, this 15th day of August 2002. Attest: D. 0 Assistdnt Secretary ohn arth, Presi ent SAFECO" POWER OF ATTORNEY SAFECO INSURANCE COMPANY OF AMERICA GENERAL INSURANCE COMPANY OF AMERICA HOME OFFICE: SAFECO PLAZA SEATTLE, WASHINGTON 98185 No. 5155 KNOW ALL BY THESE PRESENTS: That SAFECO INSURANCE COMPANY OF AMERICA and GENERAL INSURANCE COMPANY OF AMERICA, each a Washington corporation, does each hereby appoint *******WILLIAM R. HAACK; ROBERT F. MCINTYRE; BONNIE M. RATZLAFF; CYNTHIA A. IVANCIC; TRACY K. MATTHEWS; AMY S. SHAVER; DEBBIE L. SWEENEY; Milwaukee, Wisconsiil***************************************************************************************************************** its true and lawful attomey(s)-in-fact, with full authority to execute on its behalf fidelity and surety bonds or undertakings and other documents of a similar character issued in the course of its business, and to bind the respective company thereby. IN WITNESS WHEREOF, SAFECO INSURANCE COMPANY OF AMERICA and GENERAL INSURANCE COMPANY OF AMERICA have each executed and attested these presents this 27th CHRISTINE MEAD, SECRETARY CERTIFICATE day of May , 2003 MIKE MCGAVICK, PRESIDENT Extract from the By -Laws of SAFECO INSURANCE COMPANY OF AMERICA and of GENERAL INSURANCE COMPANY OF AMERICA: "Article V, Section 13. - FIDELITY AND SURETY BONDS ... the President, any Vice President, the Secretary, and any Assistant Vice President appointed for that purpose by the officer in charge of surety operations, shall each have authority to appoint individuals as attomeys-in-fact or under other appropriate titles with authority to execute on behalf of the company fidelity and surety bonds and other documents of similar character issued by the company in the course of its business... On any instrument making or evidencing such appointment, the signatures may be affixed by facsimile. On any instrument conferring such authority or on any bond or undertaking of the company, the seal, or a facsimile thereof, may be impressed or affixed or in any other manner reproduced; provided, however, that the seal shall not be necessary to the validity of any such instrument or undertaking." Extract from a Resolution of the Board of Directors of SAFECO INSURANCE COMPANY OF AMERICA and of GENERAL INSURANCE COMPANY OF AMERICA adopted July 28, 1970. "On any certificate executed by the Secretary or an assistant secretary of the Company setting out, (i) The provisions of Article V, Section 13 of the By -Laws, and (ii) A copy of the power-of-attomey appointment, executed pursuant thereto, and (iii) Certifying that said power -of -attorney appointment is in full force and effect, the signature of the certifying officer may be by facsimile, and the seal of the Company may be a facsimile thereof." I, Christine Mead, Secretary of SAFECO INSURANCE COMPANY OF AMERICA and of GENERAL INSURANCE COMPANY OF AMERICA, do hereby certify that the foregoing extracts of the By -Laws and of a Resolution of the Board of Directors of these corporations, and of a Power of Attorney issued pursuant thereto, are true and correct, and that both the By -Laws, the Resolution and the Power of Attorney are still in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the facsimile seal of said corporation this S-0974/SAEF 2/01 25TH day of SEPTEMBER , 2003 CHRISTINE MEAD, SECRETARY 0 A registered trademark of SAFECO Corporation 05/27/2003 PDF leYy/2/ UU 12:01 FRANK HAACK & ASSOC 4 19728683627 N❑ . 44? DO2 LABOR AND MATERIAL PAYMENT BOND ConPQrm5 with The AtnArIGdn InstlSule of Architects A.IA Document No. A411 SAFECO IN$1JRANC E COMPANY OF AMERICA .GENERAL ninuF ANCE COMPANY OF AMERICA F?RST NAT1CN►44. INSWRANCff COMPANY OF AMERICA HOME OFFICE: SAFECO PLAZA seArnz WASHINGMIN 0$185 Fond No. 6242736 THIS BOND I6196LIER SIMULTANEOUSLY WITH PERFORMANCE BON iN FAVOR OF THE OWNER CONpITIOrin ON Tlif FULL AND FAITHFUL PERFORMANCE OF THE CONTRA KNOW ALL BY THESE PRESENTS: that, JOHNSON CONTROLS, INC. Moro inert full name and addraea or legal One of ConIc1Q7) 6757 NORTH GREEN SAYAVENUa M1LWAuKEF WI 53209 as Principal, hereinafter called Principal, au j1., SAFECO INSURANCE COMPANY OF AMERICA Men 1naert full name and address or ieoai true of Surely) SAFECO PLAZA SEATTLE WA 96185 as Surety, hereinafter called Surety, are helc and f'�rrn1y bound unto CITY OF FORT WORTH (Here iMrt t ii# name and address or leael tftla of Owner) 1000 THORCKM ❑RTO N FORT WORTH TX 76102 as Obligee, hereinafter called Owner, ror the use and benefit of claimants as h.ereinbelow clei.ned, in the amount of THREE MILLION SIXTY THREE THOUSAND NINETY ONE AND N Q/100 Dollars ( 3,063,091.00 ). for the payment whereof Principal and Surgty bind. themselves, their heirs, executors, administrators, successors and assigns, jointly and severally, firmly by these presents, WHEREAS, Principal has by written agreement dated SEPTEMBER 25 , 2003 , entered into a contract { with Owner for PERFORMANCE CCN1RACT (Hera Insert full name, adder snd destdpllon of project) CPTY OF FORTH WORTH; 1000 THOF CKMORTON: FORT WORTH TX 76102 hi accordance with Drawings and Specifications prepared by NIA (Here Inaari full name anti addree' or legal title of Archhlacl) N/A which contract is by reference made a part hereof, and i6 hereinafter referred to as the Contract. 5-12201$A F 2i98 Page 1 of 2 ® Registered Of SAFECC Corpurotlon- �lZ aks18ZEt-5 (a!' 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DO4 Johnson Controls, f nc. 5757 N. green Bay Avenue Post Office 13ox 691 MilwauReee, WI 53201-0591 - Tel. 414/524 1200 CONTR&LS ThO undersigned President ofJohnson Controls, Inc., a Wisconsin n corporation, ptirsuant t the authorityvested in him by a certain resolution adopted by the Board of the p Directors on January 23, 1980, hereby authorizes DELECIATION OF AUTHORITY Sue 'Dribble, Agent 5757 N. Green Bay Avenue Milwaukee, 'I 53209 To perforip, on behalf of the Company, the acts described as below: To! execute and deliver, as attorney in fact for the Company, any and all surety bonds necessary and proper in carrying on the business of the company. Thisauthc$rity does not extend to: b, d. the execution of contracts for the performance of work, sale of goods, and furnishing of services; the collection, receipt and recovery of monies due or to become due to the Company and the issuance of receipts and releases for the payment thereof the signing of any notes, contracts, or any other agreement to borrow money in the name of the Company; and the signing, on behalf of the Company, of any deeds, abstracts, offers to purchase or any other instruments pertaining to the purchase or sale of real. propel+; This autharity shalt remain in fal _orce and effect until revoked in writing by the President of the Company, Signed anfl sealed in Milwaukee, Wisconsin, this 15th day of August 2002. arty, Pres ent �r f r7 ra �y 1 2 : U 1 nrir-1`.r\ SAF,CO „ OF ATT RNEY SAFECO INSVRANCC COMPANY OF AMERICA GENE INSURANCE COMPANY OF AMgRICA Mak1E OFFICE: 3AFFCQ PIS BEAT l.E. WA8F11NGTCN 08185 No. S1 Sd KNOW ALL BY TII!ZE PRESENTS: That SAFECO INSURANCE COMPANY OF AMERICA and CENLRAL. INSURANCE COMPANY OF AMERICA, with a Washington corporalicrn, does eAch hereby appoint ' ' "9 WR'�r } i HAACK; ROBERT F. ivICt�RU; PO Iw+M A�FF; C A A iVANCIC, TRACY L MATT EWS; AMY Si S ; PEBBLE L. rI l�i�lr l l� �� • # 1 f A. 1 swEENEY; elf►!''ist em,* r*.• .1141I 0* s0f 44a*0 @fptoygvpire * . rVlie*+■*.;.r••0a.r111,11.41regiff* 111.11■■fee true and lawful ottorney(eIn-f0C1, with fuil authority to execute on Ire behalf fidelity and surety bonds or ur►derlaNInae and oar docurnonts of a similar character Issued in the couro ails business, and to bind the reopectivo company thereby, IN WITNESS WHEROF, BAFSCO.INEURANCE CDMPAHY OF AMERICA end GENERAL INSURANCe COMPANY OF AMERICA have each executed and atteetod these presents 'hie 27th day of IvtsY 2003 C...tr „kJ; CHRISTINE MEAD, SECReTARV extracCfrom the Sy -Lawn of SAFECO INSURANCE COMPANY OF AM1RICA and of GENERAL INSURANCE COMPANY OF AMERICA; *Article V, Section 13 - ANO SURETY BONDS ... the President, any Vice President, the Secretary, and any Assistant Vice President appointed for that pulse by the officer In charge of surety operations. ehail each have authority to appoint indivlcluals as attomeye-In-fact or under other appropriate tittea with authority to execute on behalf of Ma company .Idotity and swat/ band* and outer documents of similar character issued pyr the company In the course of its business... On any inoUt meat making or eviden4inp such appointment, the a1$naturee may be affixed by facsimile. Can any root umenf conferring such authority or on 4ny onbond or undeflakng of Me company the seal, or a facsimile thereof, may be impressed or affixed or in any other manner reproduced* provided, however, mat the seal shalt not be necessary to the Validity of any ouch instrument or undertaking.' Xtr8tt from p Reaglution of the Board of Directors of SAFECO INSURANCE COMPANY OF AMERICA and of GFNERAI. INSURANCE COMPANY OF AMERICA adopted July Z13,1970. 'On any rehi#kate executed by the Secretary or On assistant secrolary o! ma Company eettina our, (i) The pravlolone of ArtIcle VI Section 14 of the icy -Laws, and ti) A copy of the power -of -attorney app9lntrneni, executed pursuant thereto, anti (Ili) Certifying That said power-of-ottomey appolntmw t is in full force an0 effect, the signature of the certifying officer maybe by facsimile. and the seal of trio Company may bb a face#mile thereof." Christine Mead, Secretary of SAFECO INSURANCE COMPANY OF AMERICA ano of GENERAL INSURANCE COMPANY OF AMERICA, do hereby certify that Ma foregoing extracts of the By.t_aws and of a Resalutlor' of the Board of Directors of man corporations, and of a Power of Attorney leaved pursuant thereto, are tnoe and correct, and that both the By-laws, ohs Resolution and the Power of Attorney are still In full force and effect. IN WITNESS WHEREOF, I neve hereunto set rriy hand and afxed the facsimile seal of said corporation MIKE MCGAV1CK PRESIDENT this $07 4JAEfr 2.41 CERTIFICATE 2QTT1 day of — SEPTEMBER , 2003 . CHRISTINE MEAD, SVCSETARY e A f togiitcrratitrictomdtig of 9JJEC0 CofporaU n 05127I2003 PC F 09f 29/2003 12:01 FRANK HAACK g H55UC: IMPORTANT NOTICE TICS TO SURETY BOND CUSTOMERS REGARDING THE • . L 1 66 As a surety bond customer of one Of the SAFECO insurance companies (SAFECO Insurance Company of America, General Insurance Company of America, First National Insurance Company or America, American States Insurance Company or Arnerican Economy insurance Company), It is our duty to notify you that the Terrorism Risk Insurance Act of 2002 extends to "surety insurance". This means that under certain circum- stances we may be eligible for reimbursement of certain surety bond losses by the United States government under a formula established by his Act. Under tfibis formula, the United 5 ates government pays 90% of losses caused by certified acts of terrorism that exceed a statutorily establishedfdeductible to be paid by the Insurance company providing the bond, The Act also establishes a $ r100 billion cap for the total of all losses to be paid by all insurers for certified acts of terrorism, Losses on some or all o'f your bonds may be subject to this eap, This notice does not modify any; of the existing terms and conditions of this bond, the underlying agreement guaranteed by this bond+ any stiitutes governing the terms of this bond or any generally applicable rules of law, At this time there Is no premlurr change resulting from this Act, 5.5240 3103 -LABOR AND MATERIAL PAYMENT BOND Conforms with The American Institute of Architects A.I.A. Document No. A-311 SAFECO INSURANCE COMPANY OF AMERICA GENERAL INSURANCE COMPANY OF AMERICA FIRST NATIONAL INSURANCE COMPANY OF AMERICA HOME OFFICE: SAFECO PLAZA SEATTLE, WASHING TON 98185 Bond No. 6242736 THIS BOND IS ISSUED SIMULTANEOUSLY WITH PERFORMANCE BOND IN FAVOR OF THE OWNER CONDITIONED ON THE FULL AND FAITHFUL PERFORMANCE OF THE CONTRACT KNOW ALL BY THESE PRESENTS: that JOHNSON CONTROLS, INC. (Here insert full name and address or legal title of Contractor) 5757 NORTH GREEN BAY AVENUE M I LWAU KE E WI 53209 as Principal, hereinafter called Principal, and, SAFECO INSURANCE COMPANY OF AMERICA (Here insert full name and address or legal title of Surety) SAFECO PLAZA SEATTLE WA 98185 as Surety, hereinafter called Surety, are held and firmly bound unto CITY OF FORT WORTH (Here insert full name and address or legal title of Owner) 1000 THORCKMORTON FORT WORTH TX 76102 as Obligee, hereinafter called Owner, for the use and benefit of claimants as hereinbelow defined, in the amount of THREE MILLION SIXTY THREE THOUSAND NINETY ONE AND NO/100 Dollars ($ 3,063,091.00 ) for the payment whereof Principal and Surety bind themselves, their heirs, executors, administrators, successors and assigns, jointly and severally, firmly by these presents. WHEREAS, Principal has by written agreement dated with Owner for PERFORMANCE CONTRACT SEPTEMBER 25 , 2003 , entered into a contract (Here insert full name, address and description of project) CITY OF FORTH WORTH; 1000 THORCKMORTON; FORT WORTH TX 76102 in accordance with Drawings and Specifications prepared by N/A (Here insert full name and address or legal title of Architect) N/A which contract is by reference made a part hereof, and is hereinafter referred to as the Contract. S-12201SAEF 2/98 Page 1 of 2 ® Registered trademark of SAFECO Corporation. LABOR AND MATERIAL PAYMENT BOND BOND #6242736 NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that, if Principal shall promptly make payment to all claimants as hereinafter defined, for all labor and material used or reasonably required for use in the performance of the Contract, then this obligation shall be void; otherwise it shall :)iin in full force and effect, subject, however, to the following conditions: 1. A claimant is defined as one having a direct contract with the Principal or with a Subcontractor of the Principal for labor, material, or both, used or reasonably required for use in the performance of the Contract, labor and material being construed to include that part of water, gas, power, light, heat, oil, gasoline, telephone service or rental of equipment directly applicable to the Contract. 2. The above named Principal and Surety hereby jointly and severally agree with the Owner that every claimant as herein defined, who has not been paid in full before the expiration of a period of ninety (90) days after the date on which the last of such claimant's work or labor was done or performed, or materials were furnished by such claimant, may sue on this bond for the use of such claimant, prosecute the suit to final judgment for such sum or sums as may be justly due claimant, and have execution thereon. The Owner shall not be liable for the payment of any costs or expenses of any such suit. 3. No suit or action shall be commenced hereunder by any claimant: a) Unless claimant, other than one having a direct contract with the Principal, shall have given written notice to any two of the following: the Principal, the Owner, or the Surety above named, within ninety (90) days such claimant did or performed the last of the work or labor, or shed the last of the materials for which said claim is made, stating with substantial accuracy the amount claimed and the name of the party to whom the materials Signed and sealed this 29TH were furnished, or for whom the work or labor was done or performed. Such notice shall be served by mailing the same by registered mail or certified mail, postage prepaid, in an envelope addressed to the Principal, Owner or Surety, at any place where an office is regularly maintained for the transaction of business, or served in any manner in which legal process may be served in the state in which the aforesaid project is located, save that such service need not be made by a public officer. b) After the expiration of one (1) year following the date on which Principal ceased Work on said Contract, it being understood, however, that if any limitation embodied in this bond is prohibited by any law controlling the construction hereof such limitation shall be deemed to be amended so as to be equal to the minimum period of limitation permitted by such law. c) Other than in a state court of competent jurisdiction in and for the county or other political subdivision of the state in which the Project, or any part thereof, is situated, or in the United States District Court for the district in which the Project, or any part thereof, is situated, and not elsewhere. 4. The amount of this bond shall be reduced by and to the extent of any payment or payments made in good faith hereunder, inclusive of the payment by Surety of mechanics' liens which may be filed of record against said improvement, whether or not claim for the amount of such lien be presented under and against this bond. day of SEPTEMBER (Witness) (Witness) { 2003 JOHNSON CONTROLS, INC. {), USAN TRIBBLE; ATTORNEY -IN -FACT (Seal) (Principal) (Title) SAFECO INSURANCE COMPANY OF AMERICA (Seal) (Surety) TRACY K. M HEWS; ATTOR NEY-IN-FACT (Title) S-12201SAEF 2/98 Page 2 of 2 Johnson Controls, Inc. 5757 N. Green Bay Avenue Post Office Box 591 Milwaukee, WI 53201-0591 Tel. 414/524 1200 JHNSON CONTRLS The undersigned President of Johnson Controls, Inc., a Wisconsin corporation, pursuant to the authority vested in him by a certain resolution adopted by the Board of the Directors on January 23, 1980, hereby authorizes DELEGATION OF AUTHORITY Sue Tribble, Agent 5757 N. Green Bay Avenue Milwaukee, W153209 To perform., on behalf of the Company, the acts described as below: To execute and deliver, as attorney in fact for the Company, any and all surety bonds necessary and proper in carrying on the business of the company. This authority does not extend to: a. the execution of contracts for the performance of work, sale of goods, and furnishing of services; b. the collection, receipt and recovery of monies due or to become due to the Company and the issuance of receipts and releases for the payment thereof, c. the signing of any notes, contracts, or any other agreement to borrow money in the name of the Company; and d. the signing, on behalf of the Company, of any deeds, abstracts, offers to purchase or any other instruments pertaining to the purchase or sale of real property; This authority shall remain in full force and effect until revoked in writing by the President of the Company. Signed and sealed in Milwaukee, Wisconsin, this 15th day of August 2002. Attest: D. 0 ar AssistInt Secretary AL) ohn arth, Pre ent SAFECO POWER OF ATTORNEY SAFECO INSURANCE COMPANY OF AMERICA GENERAL INSURANCE COMPANY OF AMERICA HOME OFFICE: SAFECO PLAZA SEATTLE, WASHINGTON 98185 No. 5155 KNOW ALL BY THESE PRESENTS: That SAFECO INSURANCE COMPANY OF AMERICA and GENERAL INSURANCE COMPANY OF AMERICA, each a Washington corporation, does each hereby appoint * * ** * * *WILLIAM R. HAACK; ROBERT F. MCINTYRE; BONNIE M. RATZLAFF; CYNTHIA A. WANCIC; TRACY K. MATTHEWS; AMY S. SHAVER; DEBBIE L. SWEENEY; Milwaukee, Wiscousin***************************************************************************************************************** its true and lawful attomey(s}in-fact, with full authority to execute on its behalf fidelity and surety bonds or undertakings and other documents of a similar character issued in the course of its business, and to bind the respective company thereby. IN WITNESS WHEREOF, SAFECO INSURANCE COMPANY OF AMERICA and GENERAL INSURANCE COMPANY OF AMERICA have each executed and attested these presents this 27th CHRISTINE MEAD, SECRETARY CERTIFICATE day of May , 2003 /111' MIKE MCGAVICK, PRESIDENT Extract from the By -Laws of SAFECO INSURANCE COMPANY OF AMERICA and of GENERAL INSURANCE COMPANY OF AMERICA: "Article V, Section 13. - FIDELITY AND SURETY BONDS ... the President, any Vice President, the Secretary, and any Assistant Vice President appointed for that purpose by the officer in charge of surety operations, shall each have authority to appoint individuals as attomeys-in-fact or under other appropriate titles with authority to execute on behalf of the company fidelity and surety bonds and other documents of similar character issued by the company in the course of its business... On any instrument making or evidencing such appointment, the signatures may be affixed by facsimile. On any instrument conferring such authority or on any bond or undertaking of the company, the seal, or a facsimile thereof, may be impressed or affixed or in any other manner reproduced; provided, however, that the seal shall not be necessary to the validity of any such instrument or undertaking." Extract from a Resolution of the Board of Directors of SAFECO INSURANCE COMPANY OF AMERICA and of GENERAL INSURANCE COMPANY OF AMERICA adopted July 28, 1970. "On any certificate executed by the Secretary or an assistant secretary of the Company setting out, (i) The provisions of Article V, Section 13 of the By -Laws, and (ii) A copy of the power-of-attomey appointment, executed pursuant thereto, and (iii) Certifying that said power-of-attomey appointment is in full force and effect, the signature of the certifying officer may be by facsimile, and the seal of the Company may be a facsimile thereof." I, Christine Mead, Secretary of SAFECO INSURANCE COMPANY OF AMERICA and of GENERAL INSURANCE COMPANY OF AMERICA, do hereby certify that the foregoing extracts of the By -Laws and of a Resolution of the Board of Directors of these corporations, and of a Power of Attorney issued pursuant thereto, are true and correct, and that both the By -Laws, the Resolution and the Power of Attomey are still in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the facsimile seal of said corporation this 29TH S-0974/SAEF 2101 day of SEPTEMBER , 2003 CHRISTINE MEAD, SECRETARY 0 A registered trademark of SAFECO Corporation 05/27/2003 PDF IMPORTANT NOTICE TO SURETY BOND CUSTOMERS REGARDING v THE TERRORISM RISK INSURANCE ACT OF 2002 As a surety bond customer of one of the SAFECO insurance companies (SAFECO Insurance Company of America, General Insurance Company of America, First National Insurance Company of America, American States Insurance Company or American Economy Insurance Company), it is our duty to notify you that the Terrorism Risk Insurance Act of 2002 extends to "surety insurance". This means that under certain circum- stances we may be eligible for reimbursement of certain surety bond losses by the United States government under a formula established by this Act. Under this formula, the United States government pays 90% of losses caused by certified acts of terrorism that exceed a statutorily established deductible to be paid by the insurance company providing the bond. The Act also establishes a $100 bill on cap for the total of all losses to be paid by all insurers for certified acts of terrorism. Losses on some or all of your bonds may be subject to this cap. This notice does not modify any of the existing terms and conditions of this bond, the underlying agreement guaranteed by this bond, any statutes governing the terms of this bond or any generally applicable rules of law. At this time there is no premium change resulting from this Act. S•6248 3/03 k City of Fort Worth, Texas 'VVJnt,or and Council Communication DATE REFERENCE NUMBER LOG NAME PAGE 9/2/03 C-19739 20JC12 1 of 3 SUBJECT AUTHORIZATION TO ENTER INTO A MUNICIPAL LEASE WITH WELLS FARGO PUBLIC FINANCE TO FINANCE THE IMPLEMENTATION OF AN ENERGY SAVINGS PERFORMANCE CONTRACT (ESPC) WITH JOHNSON CONTROLS, INC. AND TO ENTER INTO THE ESPC WITH JOHNSON CONTROLS, INC. RECOMMENDATION: It is recommended that the City Council: 1. Authorize the City Manager to enter into a Municipal Lease with Wells Fargo Public Finance to finance $466,620 of an Energy Savings Performance Contract (ESPC) with Johnson Controls, Inc.; and 2. Authorize the City Manager to execute a contract with Johnson Controls, Inc. in the amount of $3,063,090 for implementation of the ESPC. DISCUSSION: On November 26, 2002 (M&C C-19369), the City Council authorized the execution of a contract with Johnson Controls, Inc. (JCI) for a detailed energy audit and engineering evaluation of the City's Municipal Complex (City Hall, Public Safety Building, and City Hall Annex) and the Terminal Building at Fort Worth Meacham International Airport. This initiative was undertaken pursuant to the energy conservation requirements of Senate Bill 5 and the Texas Emissions Reduction Plan. The audit recommended a $3,063,090 project for replacement of inefficient lighting and air-conditioning equipment, installation of automated control systems, and consolidation of cooling equipment for the Municipal Building and Public Safety Building. The audit was reviewed and endorsed by Kinsman and Associates, an independent engineering firm, retained under a separate professional agreement. The annual energy cost savings JCI will guarantee for this project is $259,647. JCI also estimates that the City will receive an incentive rebate from ONCOR of over $200,000. On July 29, 2003 (M&C C-19681), the City Council authorized the City Manager to apply for and accept a loan from the State Energy Conservation Office (SECO) to serve as the primary financing vehicle for this project. SECO will only finance the portion of the project that represents a 10-year simple payback based on the guaranteed annual energy cost savings. In this case, the SECO loan amount is $2,596,470. Payments on this loan will be made solely from monies in the Environmental Management Fund. The balance of the project will be financed via a Municipal Lease with wells Fargo Public Finance. The lease payments will be made from the Non -Departmental account of the General Fund. The Non - Departmental account will receive the ONCOR incentive rebate and will be the beneficiary of the energy savings realized. City of Fort Worth, Texas tflJnjor And Council Communicntion DATE REFERENCE NUMBER LOG NAME PAGE 9/2/03 C-19739 20.1Cl2 2 of 3 SUBJECT AUTHORIZATION TO ENTER INTO A MUNICIPAL LEASE WITH WELLS FARGO PUBLIC FINANCE TO FINANCE THE IMPLEMENTATION OF AN ENERGY SAVINGS PERFORMANCE CONTRACT (ESPC) WITH JOHNSON CONTROLS, INC. AND TO ENTER INTO THE ESPC WITH JOHNSON CONTROLS, INC. LEASE COMPARISON The Purchasing Division of the Finance Department acquired competitive financing rates through GovLeaseNet, an Internet leasing site, where governmental entities can solicit quotes from various lending companies to compare or take advantage of beneficial low interest rates. Quotes for financing $466,620 in quarterly payments for 120 months were requested. The following results were obtained: Bid Rate Term of Lease Wells Fargo Public Finance 4.73% 120 months GE Capital Public Finance 4.92% 120 months Diversified Lendors 6.19% 120 months ESPC TERMS/FEATURES In addition to the design, installation, and management of the $3,063,090 equipment retrofit project, the contract with JCI incorporates a 10-year service agreement for JCI to measure, verify, and report the energy savings each year and to provide preventive maintenance services on some of the pimajoreces ieces of equipment. The average cost of the measurement and verification services is $34,000 per year. The average cost of the preventive maintenance services will be $4,300 per year. Funds for these services will be included in subsequent budgets for Non -Departmental and Transportation/Public Works Department. Johnson Controls, Inc. is in compliance with the City's MIWBE Ordinance by committing to 19% MIWBE participation from the total award for construction and supplies, $1,960,000. The City's goal on this project is 19%. City of Fort Worth, Texas VVJAJor and Councit Communiccition DATE REFERENCE NUMBER LOG NAME PAGE 9/2/03 C-19739 20JCI2 3 of 3 SUBJECT AUTHORIZATION TO ENTER INTO A MUNICIPAL LEASE WITH WELLS FARGO PUBLIC FINANCE TO FINANCE THE IMPLEMENTATION OF AN ENERGY SAVINGS PERFORMANCE CONTRACT (ESPC) WITH JOHNSON CONTROLS, INC. AND TO ENTER INTO THE ESPC WITH JOHNSON CONTROLS, INC. FISCAL INFORMATION/CERTIFICATION: The Finance Director certifies that funds will be budgeted in future years for these expenditures in the Environmental Management Fund, the Non -Departmental General Fund, and the Facilities Maintenance budget. MO:k Submitted for City Manager's Office by: Marc Ott 8476 Originating Department Head: FUND I ACCOUNT I CENTER I AMOUNT CITY SECRETARY (to) Robert Goode 7804 (from) GG01 531510 0902501 $0.00 Additional Information Contact: GG01 539120 0205001 $0.00 R103 539120 0524100 $0.00 Robert Goode 7804 APPROVED 09/02/03