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HomeMy WebLinkAboutContract 61123FORT WORTH CSC NO. 61123 CITY OF FORT WORTH COOPERATIVE PURCHASE AGREEMENT This Cooperative Purchase Agreement ("Agreement") is entered into by and between Trane U.S. Inc. ("Vendor") and the City of Fort Worth, ("City"), a Texas home rule municipality. The Cooperative Purchase Agreement includes the following documents which shall be construed in the order of precedence in which they are listed: 1. This Cooperative Purchase Agreement; 2. Exhibit A — Pricing List; 3. Exhibit B — Cooperative Agency Contract BuyBoard 720-23; and 4. Exhibit C — Conflict of Interest Questionnaire Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part of this Agreement for all purposes. Vendor agrees to provide City with the services and goods included in Exhibit A pursuant to the terms and conditions of this Cooperative Purchase Agreement, including all exhibits thereto. If any provisions of the attached Exhibits conflict with the terms herein, are prohibited by applicable law, conflict with any applicable rule, regulation or ordinance of City, the terms in this Cooperative Purchase Agreement shall control. City shall pay Vendor in accordance with the fee schedule in Exhibit A and in accordance with the provisions of this Agreement. Total payment made under this Agreement for the first year by City shall not exceed Three Hundred Fifty -Nine Thousand Dollars ($359,000.00). Vendor shall not provide any additional items or services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City shall not be liable for any additional expenses of Vendor not specified by this Agreement unless City first approves such expenses in writing. The term of this Agreement is effective beginning on the date signed by the Assistant City Manager below ("Effective Date") and expires on November 30, 2024. The City shall be able to renew this agreement for two (2) one-year renewal options by written agreement of the parties. Vendor agrees that City shall, until the expiration of three (3) years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City shall have access during normal working hours to all necessary Vendor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Vendor reasonable advance notice of intended audits. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX To CITY: To VENDOR: City of Fort Worth Trane U.S. Inc. Attn: Fernando Costa, Assistant City Manager Denisse Herrera 200 Texas Street Fort Worth, TX 76102-6314 Address: Facsimile: (817) 392-8654 1617 Hutton Drive Carrolton, TX 75006 With copy to Fort Worth City Attorney's Office at same address Facsimile: 210 516 -1772 The undersigned represents and warrants that he or she has the power and authority to execute this Agreement and bind the respective Vendor. CITY OF FORT WORTH: By: Name: Fernando Costa Title: Assistant City Manager Date: Mar 14, 2024 APPROVAL RECOMMENDED: Glwtk—t rem HApr7e-r By: Christopher Harher(Mar 8, 202406:40 CST) Name: Chris Harder Title: Water Department Director ATTEST: FORtnnII 0�8 0.10 OV= ==0 Qdn,Am�za, /� �aa4 QEXPSoa'd By: /V) Name: Jannette Goodall Title: City Secretary VENDOR: Trane U.S.Inc Mash ACarstetter By: Mark Karstetter(Mar 6, 202411:54 CST) Name: Mark Karstetter Title: Service Sales Leader- FTW Date: Mar 6, 2024 CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. By: Name: Shatabya Bergland Title: Contract Compliance Specialist APPROVED AS TO FORM AND LEGALITY: By: Name: JeremyAnato Mensah Title: Assistant City Attorney CONTRACT AUTHORIZATION: M&C: 24-0143 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Exhibit A - Pricing List 1 Wisconsin 8 Wisconsin ❑ Wisconsin (Optional: Check if applicable) 1 Wyoming 4 9 Wyoming ❑ Wyoming (Optional: Check if applicable) Bid Lines Section I: HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Equipment (all types - rooftop units, split systems, chillers, compressors, cooling towers, heat pumps, furnaces, unit heaters, duct furnaces, and other related items). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC Eauiament. Products. and Supplies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Page 23 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) 2 Section I:HVAC Eauiament. Products, and Supplies Discount (%) off catalog/pricelist for HVAC Controls, Software, and Monitoring Systems (all types). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: 1 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Page 24 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 3 Section I:HVAC Eauiament. Products. and SuDDlies Discount (%) off catalog/pricelist for HVAC Air Handling Products (all types - coils, fans, and other related items). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: I 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Page 25 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 4 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Supplies (all types). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: I 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price Ljst (Required: Maximum 30 characters allowed) Page 26 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 5 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Filters (all types). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: 1 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Page 27 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 6 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Indoor Air Quality Products (all types). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC Eauiament. Products. and Supplies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Total: 1 10 % I No bid Alternate specification (Attach separate sheet) Page 28 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 7 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Repair Parts (all types). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: I 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trance Prir,- I iSt (Required: Maximum 30 characters allowed) Page 29 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 8 Section I:HVAC Eauiament. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Refrigerants (all types). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: I 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Page 30 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 9 Section I:HVAC Eauipment. Products. and Suaalies Discount (%) off catalog/pricelist for HVAC Refrigerant Recovery Equipment (all types). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: I 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Page 31 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Section I:HVAC Eauiament. Products. and Suaalies U Discount (%) off catalog/pricelist for UVC Emitters/Lamps (used to incorporate downstream of all cooling coils and above all drain pans to control airborne and surface microbial growth and transfer. Fixtures and lamps must be manufactured for this purpose and safety interlocks/features shall be provided to limit hazard to operating staff). Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: 1 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC Eauiament. Products. and SUDDlies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Page 32 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 Section I:HVAC Eauipment. Products. and Suaalies Discount (%) off catalog/pricelist for Insulation Products for HVAC Equipment. Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Total: 1 10 % Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or ❑ No bid proposal may not be considered: ❑ Alternate specification (Attach separate sheet) • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: SDecification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Page 33 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Section I:HVAC Eauipment. Products. and Suaalies 2 Discount (%) off catalog/pricelist for HVAC Maintenance Agreements. Catalog/Pricelist MUST be included or proposal will not be considered. (Response required) Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog (s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2: A Vendor proposing on Section I: HVAC EauiDment. Products. and SUDDIies: Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE 3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Trane Price List (Required: Maximum 30 characters allowed) Total: I 10 No bid Alternate specification (Attach separate sheet) 1 Section II: Installation and Repair Service 3 Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products -.Not to Exceed hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. (Response required) Quantity: 1 UOM: Hourly Labor Rate Price: 1 $ 209.00 1 Total: 1 $ 209.00 No bid Alternate specification (Attach separate sheet) Page 34 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Section II: Installation and Reaair Service 4 Non -Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products - Not to Exceed hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. (Response required) Quantity: 1 LI M: Hourly Labor Rate Price: $ 418.00 Total: $ 418.00 ❑ No bid ❑ Alternate specification (Attach separate sheet) 1 Section II: Installation and Reaair Service 5 Hourly Labor Rate for Installation of HVAC Filter Change Out Service (including labor, filters, and removal/disposal of product) - Not to Exceed hourly labor rate for Installation of HVAC Filter Products. (Response required) Quantity: 1 UOM: Hourly Labor Rate Price: $ 165.00 Total: $ 165.00 ❑ No bid ❑ Alternate specification (Attach separate sheet) 1 Section II: Installation and Reaair Service 6 Coefficient for Standard Hours of Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). (Response required) Quantity: 1 UOM: Hourly Labor Rate Price: $ 209.00 Total: 1 $209.00 ❑ No bid ❑ Alternate specification (Attach separate sheet) 1 Section II: Installation and Reaair Service 7 Coefficient for Non -Standard Hours for Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). (Response required) Quantity: 1 LI M: Hourly Labor Rate Price: $ 418.00 Total: $ 418.00 No bid Alternate specification (Attach separate sheet) Page 35 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 Exhibit B - BuyBoard 720-23 P.O. Box 400, Austin, Texas 76767 800.695.2919 • info@buyboard.com • buyboard.com October 9, 2023 Sent Via Email: denise.herrera@trane.com Denise Herrera Trane 9535 Ball Street, Suite San Antonio, TX 78217 Welcome to BuyBoard! Re: Notice of The Local Government Purchasing Cooperative ContractAward; Proposal Invitation No.720- 23, HVAC Equipment, Supplies, and Installation Congratulations, The Local Government Purchasing Cooperative (Cooperative) has awarded your company a BuyBoard@ contract based on the above -referenced Proposal Invitation. The contract is effective for an initial one-year term of December 1, 2023 through November 30, 2023, and may be subject to two possible one-year renewals. Please refer to the Proposal Invitation for the contract documents, including the General Terms and Conditions of the Contract. To review the items your company has been awarded, please review Proposal Tabulation No. 720-23 at: www.buyboard.com/vendor. Only items marked as awarded to your company are included in this contract award, and only those awarded items may be sold through the BuyBoard contract. All sales must comply with the contract terms and must be at or below the awarded pricing as set forth in the General Terms and Conditions. The contract will be posted on the BuyBoard website as an online electronic catalog(s). You are reminded that, in accordance with the General Terms and Conditions, all purchase orders must be processed through the BuyBoard. Except as expressly authorized in writing by the Cooperative's administrator, you are not authorized to process a purchase order received directly from a Cooperative member that has not been processed through the BuyBoard or provided to the Cooperative. If you receive a purchase order directly from a Cooperative member that you have reason to believe has not been received by the Cooperative or processed through the BuyBoard, you must promptly forward a copy of the purchase order by email to info@buyboard.com. A list of Cooperative members is available on the buyboard.com website. Once the contract is active, the BuyBoard vendor relations staff will be contacting you to assist with the resources available and to provide any support you may need as an awarded BuyBoard vendor. On behalf of the Cooperative, we appreciate your interest in the Cooperative and we are looking forward to your participation in the program. If you have any questions, feel free contact me at bids@buyboard.com. Sincerely, AqM Stacy Finn, Bid Analyst Texas Association of School Boards, Inc., Administrator for The Local Government Purchasing Cooperative v.02.01.2021 Endorsed by 0 TASA► 77 Q=1 P.O. Box 400, Austin, Texas 78767 800.695.2919 . bids@buyboard.com . buyboard.com PROPOSERS ACCEPTANCE AND AGREEMENT Proposal Invitation Name HVAC Equipment, Supplies, and Installation Proposal Invitation Number 720-23 Contract Term December 1, 2023, through November 30, 2024, with two possible one-year renewals. Proposal Due Date/Opening Date and Time July 13, 2023, at 4:00 PM Location of Proposal Opening Texas Association of School Boards, Inc. BuyBoard Department 12007 Research Blvd. Austin, TX 78759 Anticipated Cooperative Board Meeting Date October 2023 By signature below, the undersigned acknowledges and agrees that you are authorized to submit this Proposal, including making all acknowledgements, consents, and certifications herein, on behalf of Proposer and, to the best of your knowledge, the information provided is true, accurate, and complete. Trane U.S. Inc. Name of Proposing Company 9535 Ball Street, Suite 1100 Street Address San Antonio, Texas 78217 City, State, Zip 210-657-0901 Telephone Number of Authorized Company Official 210-657-1761 Fax Number of Authorized Company Official July 10, 2023 Date Signature of Authorized Company Official *NOTE: Attachment I is hereby made part of the Proposal Invitation. Matt Wieand Printed Name of Authorized Company Official Service Sales Manager Position or Title of Authorized Company Official KaII'I1I1rave Federal ID Number Page 11 of 74 PROPOSAL FORMS CONST,V.05.04.2023 ■ WBoard ° P.O. Box 400, Austin, Texas 78767 800.695.2S19 • bids@�buyboard.com • buyboard.com PROPOSAL FORMS PART 1: COMPLIANCE FORMS INSTRUCTIONS: Proposer must review and complete all forms in this Proposal Forms Part 1: ■ Proposal Acknowledgements ■ Felony Conviction Disclosure ■ Resident/Nonresident Certification ■ Debarment Certification ■ Vendor Employment Certification ■ No Boycott Verification ■ No Excluded Nation or Foreign Terrorist Organization Certification ■ Historically Underutilized Business Certification ■ Acknowledgement of BuyBoard Technical Requirements ■ Construction -Related Goods and Services Affirmation ■ Deviation and Compliance ■ Vendor Consent for Name Brand Use ■ Confidential/Proprietary Information ■ EDGAR Vendor Certification ■ Compliance Forms Signature Page An authorized representative of Proposer must initial in the bottom right corner of each page where indicated and complete and sign the Compliance Forms Signature Page. Proposer's failure to fully complete, initial, and sign forms as required may result in your Proposal being rejected as non -responsive. PROPOSAL ACKNOWLEDGEMENTS The proposing company ("you" or "your') hereby acknowledges and agrees as follows: 1. You have carefully examined and understand all information and documentation associated with this Proposal Invitation, including the Instructions to Proposers, General Information, General Terms and Conditions, attachments/forms, appendices, item specifications, and line items (collectively "Requirements'; 2. By your response ("Proposal's to this Proposal Invitation, you propose to supply the products or services submitted at the pricing quoted in your Proposal and in strict compliance with the Requirements, unless specific deviations or exceptions are noted in the Proposal; 3. By your Proposal, you acknowledge and certify all items set forth in the General Terms and Conditions, Section B.12 (Certifications), including all non -collusion certifications and certifications regarding legal, ethical, and other matters set forth therein. 4. Any and all deviations and exceptions to the Requirements have been noted in your Proposal on the required form and no others will be claimed; Initial: MW Page 12 of 74 PROPOSAL FORMS CONST. Y.05.04.2023 P.O. Box 400, Austin, Texas 70767 800.695.2S19 . bids@�buyboard.com . buyboard.com 5. If the Cooperative accepts any part of your Proposal and awards you a Contract, you will furnish all awarded products or services at the pricing quoted and in strict compliance with the Requirements (unless specific deviations or exceptions are noted on the required form and accepted by the Cooperative), including without limitation the Requirements related to: a. conducting business with Cooperative members, including offering pricing to members that is the best you offer compared to similarly situated customers in similar circumstances; b. payment of a service fee in the amount specified and as provided for in this Proposal Invitation; c. the possible award of a piggy -back contract by the National Purchasing Cooperative or nonprofit entity, in which event you will offer the awarded products and services in accordance with the Requirements; and d. submitting price sheets or catalogs in the proper format as required by the Cooperative as a prerequisite to activation of your Contract; 6. You have clearly identified on the included form any information in your Proposal that you believe to be confidential or proprietary or that you do not consider to be public information subject to public disclosure under the Texas Public Information Act or similar public information law; 7. The individual submitting this Proposal is duly authorized to enter into the contractual relationship represented by this Proposal Invitation on your behalf and bind you to the Requirements, and such individual (and any individual signing a form or Proposal document) is authorized and has the requisite knowledge to provide the information and make the representations and certifications required in the Requirements; 8. You have carefully reviewed your Proposal, and certify that all information provided is true, complete, and accurate to the best of your knowledge, and you authorize the Cooperative to take such action as it deems appropriate to verify such information; and 9. Any misstatement, falsification, or omission in your Proposal, whenever or however discovered, will be grounds for disqualifying you from consideration for a contract award under this Proposal Invitation, termination of a contract award, or any other remedy or action provided for in the General Terms and Conditions or by law. FELONY CONVICTION DISCLOSURE Subsection (a) of Section 44.034 of the Texas Education Code (Notification of Criminal History of Contractor) states: "A person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony." Section 44.034 further states in Subsection (b): "A school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract." Please check (✓) one of the following: ❑■ My company is a publicly held corporation. (Advance notice requirement does not apply to publicly held corporation.) ❑ My company is not owned or operated by anyone who has been convicted of a felony. ❑ My company is owned/operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): Details of Conviction(s): Initial: MW Page 13 of 74 PROPOSAL FORMS CONST. Y.05.04.2023 ■ FBOard ® P.Q. Box 400, Austin, Texas 78767 800.695.2919 . bids@buyboard.com • buyboard.com RESIDENT/NONRESIDENT CERTIFICATION Chapter 2252, Subchapter A, of the Texas Government Code establishes certain requirements applicable to proposers who are not Texas residents. Under the statute, a "resident" proposer is a person whose principal place of business is in Texas, including a contractor whose ultimate parent company or majority owner has its principal place of business in Texas. A "nonresident" proposer is a person who is not a Texas resident. Please indicate the status of your company as a "resident" proposer or a "nonresident" proposer under these definitions. Please check (V) one of the following: ❑■ I certify that my company is a Resident Proposer. ❑ I certify that my company is a Nonresident Proposer. If your company is a Nonresident Proposer, you must provide the following information for your resident state (the state in which your company's principal place of business is located): Company Name City Address State Zip Code A. Does your resident state require a proposer whose principal place of business is in Texas to under -price proposers whose resident state is the same as yours by a prescribed amount or percentage to receive a comparable contract? ❑ Yes ❑X No B. What is the prescribed amount or percentage? $ or DEBARMENT CERTIFICATION By signature on the Compliance Forms Signature Page, I certify that neither my company nor an owner or principal of my company has been debarred, suspended or otherwise made ineligible for participation in Federal Assistance programs under Executive Order 12549, "Debarment and Suspension," as described in the Federal Register and Rules and Regulations. Neither my company nor an owner or principal of my company is currently listed on the government -wide exclusions in SAM, debarred, suspended, or otherwise excluded by agencies or declared ineligible under any statutory or regulatory authority. My company agrees to immediately notify the Cooperative and all Cooperative members with pending purchases or seeking to purchase from my company if my company or an owner or principal is later listed on the government -wide exclusions in SAM, or is debarred, suspended, or otherwise excluded by agencies or declared ineligible under any statutory or regulatory authority. VENDOR EMPLOYMENT CERTIFICATION Section 44.O31(b) of the Texas Education Code establishes certain criteria that a school district must consider when determining to whom to award a contract. Among the criteria for certain contracts is whether the vendor or the vendor's ultimate parent or majority owner (i) has its principal place of business in Texas; or (ii) employs at least 500 people in Texas. If neither your company nor the ultimate parent company or majority owner has its principal place of business in Texas, does your company, ultimate parent company, or majority owner employ at least 500 people in Texas? Please check (VJ one of the following: 0 Yes ❑ No Initial: MW Page 14 of 74 PROPOSAL FORMS CONST,V.05.04.2023 ■ WBoard ° P.O. Box 400, Austin, Texas 78767 800.695.2S19 • bids@�buyboard.com • buyboard.com NO BOYCOTT VERIFICATION A Texas governmental entity may not enter into a contract with a value of $100,000 or more that is to be paid wholly or partly from public funds with a company (excluding a sole proprietorship) that has 10 or more full-time employees for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel and will not boycott Israel during the term of the contract (TEX. Gov`T CODE Ch. 2271), (2) does not boycott energy companies and will not boycott energy companies during the term of the contract (TEX. Gov'T CODE Ch. 2274 effective September 1, 2021), and (3) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and will not discriminate during the term of the contract against a firearm entity or firearm trade association (TEX. GOV'T CODE Ch. 2274 effective September 1, 2021). Accordingly, this certification form is included to the extent required by law. "Boycott Israel" means refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli -controlled territory, but does not include an action made for ordinary business purposes. TEX. Gov'T CODE §808.001(1). "Boycott energy company" means, without an ordinary business purpose, refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with a company because the company: (A) engages in the exploration, production, utilization, transportation, sale, or manufacturing of fossil fuel -based energy and does not commit or pledge to meet environmental standards beyond applicable federal and state law; or (B) does business with a company described by Paragraph (A). TEX. Gov'T CODE §809.001(1) (effective September 1, 2021). "Discriminate against a firearm entity or firearm trade association" means, (A) with respect to the entity or association, to: (i) refuse to engage in the trade of any goods or services with the entity or association based solely on its status as a firearm entity or firearm trade association; (ii) refrain from continuing an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association; or (iii) terminate an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association; and (B) does not include: (i) the established policies of a merchant, retail seller, or platform that restrict or prohibit the listing or selling of ammunition, firearms, or firearm accessories; and (H) a company's refusal to engage in the trade of any goods or services, decision to refrain from continuing an existing business relationship, or decision to terminate an existing business relationship: (aa) to comply with federal, state, or local law, policy, or regulations or a directive by a regulatory agency; or (bb) for any traditional business reason that is specific to the customer or potential customer and not based solely on an entity's or association's status as a firearm entity or firearm trade association. TEX. GOv`T CODE §2274.001(3) (effective September 1, 2021). By signature on the Compliance Forms Signature Page, to the extent applicable, I certify and verify that Vendor does not boycott Israel, boycott energy companies, or discriminate against a firearm entity or firearm trade association and will not do so during the term of any contract awarded under this Proposal Invitation, that this certification is true, complete and accurate, and that I am authorized by my company to make this certification. Initial: MW Page 15 of 74 PROPOSAL FORMS CONST. Y.05.04.2023 P.O. Box 400, Austin, Texas 78767 800.695.2919 . bids@buyboard.com . buyboard.com NO EXCLUDED NATION OR FOREIGN TERRORIST ORGANIZATION CERTIFICATION Chapter 2252 of the Texas Government Code provides that a Texas governmental entity may not enter into a contract with a company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization — specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Government affirmatively declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions regime relating to a foreign terrorist organization is not subject to the contract prohibition.) By signature on the Compliance Forms Signature Page, I certify and verify that Vendor is not on the Texas Comptroller's list identified above; that this certification is true, complete and accurate; and that I am authorized by my company to make this certification. HISTORICALLY UNDERUTILIZED BUSINESS CERTIFICATION A Proposer that has been certified as a Historically Underutilized Business (also known as a Minority/Women Business Enterprise or "MWBE" and all referred to in this form as a "HUB' } is encouraged to indicate its HUB certification status when responding to this Proposal Invitation. The BuyBoard website will indicate HUB certifications for awarded Vendors that properly indicate and document their HUB certification on this form. (Please check (i/) all that apply) ❑ I certify that my company has been certified as a HUB in the following categories: ❑ Minority Owned Business ❑ Women Owned Business ❑ Service -Disabled Veteran Owned Business (veteran defined by 38 U.S.C. §101(2), who has a service -connected disability as defined by 38 U.S.C. § 101(16), and who has a disability rating of 20% or more as determined by the U. S. Department of Veterans Affairs or Department of Defense) Certification Number: Name of Certifying Agency: ® My company has NOT been certified as a HUB. ACKNOWLEDGEMENT OF BUYBOARD TECHNICAL REQUIREMENTS Vendor shall review the BuyBoard Technical Requirements included in this Proposal Invitation. By signature on the Compliance Forms Signature Page, the undersigned affirms that Proposer has obtained a copy of the BuyBoard Technical Requirements, has read and understands the requirements, and certifies that Vendor is able to meet and will comply with those requirements except as follows: [List and explain BuyBoard Technical Requirements, if any, to which your company cannot or will not comply.] Note: In accordance with the General Terms and Conditions of the Contract, to the extent Vendor is awarded a Contract under this Proposal Invitation but is unable or unwilling to meet the applicable BuyBoard Technical Requirements, the information available on the BuyBoard for Vendor's awarded products or services may be limited, potentially placing Vendor at a disadvantage and impacting the ability of Cooperative members to search, find, review, and purchase Vendor's awarded products and services on the BuyBoard website. Further, to the extent Vendor has acknowledged ability to meet and comply with the BuyBoard Technical Requirements, any subsequent failure or refusal by Vendor to promptly provide information upon request to the Cooperative administrator in accordance with those technical requirements may be deemed an event of default under the Contract. Initial: MW Page 16 of 74 PROPOSAL FORMS CONST,V.05.04.2023 ■ WBoard ° P.O. Box 400, Austin, Texas 78767 800.695.2S19 . bids@�buyboard.com . buyboard.com CONSTRUCTION -RELATED GOODS AND SERVICES AFFIRMATION The Cooperative issued the BuyBoard Procurement and Construction -Related Goods and Services Advisory for Texas Members ("Advisory"), which provides information specifically relevant to the procurement of construction -related goods and services by Texas Cooperative members. The Advisory, available at buvboard.com/Vendor/Resources.asr)x, provides an overview of certain legal requirements that are potentially relevant to a Cooperative member's procurement of construction or construction -related goods and services, including those for projects that may involve or require architecture, engineering or independent testing services. A copy of the Advisory can also be provided upon request. Because many BuyBoard contracts include goods or installation services that might be considered construction -related, Proposer must make this Construction Related -Goods and Services Affirmation regardless of type of goods or services associated with this Proposal Invitation. A contract awarded under this Proposal Invitation covers only the specific goods and/or services awarded by the Cooperative. As explained in the Advisory ("Advisory', Texas law prohibits the procurement of architecture or engineering services through a purchasing cooperative. This Proposal Invitation and any Contract awarded thereunder does not include such services. Architecture or engineering services must be procured by a Cooperative member separately, in accordance with the Professional Services Procurement Act (Chapter 2254 of the Texas Government Code) and other applicable law and local policy. By signature on the Compliance Forms Signature Page, Proposer affirms that Proposer has obtained a copy of the Advisory, has read and understands the Advisory, and is authorized by Proposer to make this affirmation. If Proposer sells construction - related goods or services to a Cooperative member under a Contract awarded under this Proposal Invitation, Proposer will comply with the Advisory and applicable legal requirements, make a good faith effort to make its Cooperative member customers or potential Cooperative member customers aware of such requirements, and provide a Cooperative member with a copy of the Advisory before accepting the member's Purchase Order, Member Construction Contract, or other agreement for construction -related goods or services. Initial: MW Page 17 of 74 PROPOSAL FORMS CONST. V.05.04.2023 Ii�97B oard® P.O. Box 400, Austin, Texas 78767 800.695.2919 - bids[abuyboard.com - buyboard.com DEVIATION AND COMPLIANCE If your company intends to deviate from the General Terms and Conditions, Proposal Specifications or other requirements associated with this Proposal Invitation, you MUST list all such deviations on this form, and provide complete and detailed information regarding the deviations on this form or an attachment to this form. Prior to completing this form, Vendor shall review the General Terms and Conditions section B.4 (Deviations from Item Specifications and General Terms and Conditions). Please note that, as provided in section 8.4, certain provisions of the General Terms and Conditions are NOT subject to deviation, and certain deviations will be deemed rejected without further action by the Cooperative. Any attempted deviation, whether directly or indirectly, to provisions identified in this Proposal Invitation as not subject to deviation shall be deemed rejected by the Cooperative and, unless otherwise withdrawn by Vendor, may result in Vendor's Proposal being rejected in its entirety. The Cooperative will consider any deviations in its contract award decision and reserves the right to accept or reject a proposal based upon any submitted deviation. In the absence of any deviation identified and described in accordance with the above, your company must fully comply with the General Terms and Conditions, Proposal Specifications and all other requirements associated with this Proposal Invitation if awarded a Contract under this Proposal Invitation. A deviation will not be effective unless accepted by the Cooperative. The Cooperative, by and through the Cooperative administrator, may, in its sole discretion, seek clarification from and/or communicate with Proposer(s) regarding any submitted deviation, consistent with general procurement principles of fair competition. The Cooperative reserves the right to accept or reject a Proposal based upon any submitted deviation. Please check (i/) one of the following: ❑■ NO; Deviations ❑ Yes; Deviations List and fully explain any deviations you are submitting: Initial: MW Page 1& of 74 PROPOSAL FORMS CONST,V.05.04.2023 Ii�97B oard® P.O. Box 400, Austin, Texas 78767 800.695.2919 - bids[abuyboard.com - buyboard.com DEVIATION AND COMPLIANCE If your company intends to deviate from the General Terms and Conditions, Proposal Specifications or other requirements associated with this Proposal Invitation, you MUST list all such deviations on this form, and provide complete and detailed information regarding the deviations on this form or an attachment to this form. Prior to completing this form, Vendor shall review the General Terms and Conditions section B.4 (Deviations from Item Specifications and General Terms and Conditions). Please note that, as provided in section 8.4, certain provisions of the General Terms and Conditions are NOT subject to deviation, and certain deviations will be deemed rejected without further action by the Cooperative. Any attempted deviation, whether directly or indirectly, to provisions identified in this Proposal Invitation as not subject to deviation shall be deemed rejected by the Cooperative and, unless otherwise withdrawn by Vendor, may result in Vendor's Proposal being rejected in its entirety. The Cooperative will consider any deviations in its contract award decision and reserves the right to accept or reject a proposal based upon any submitted deviation. In the absence of any deviation identified and described in accordance with the above, your company must fully comply with the General Terms and Conditions, Proposal Specifications and all other requirements associated with this Proposal Invitation if awarded a Contract under this Proposal Invitation. A deviation will not be effective unless accepted by the Cooperative. The Cooperative, by and through the Cooperative administrator, may, in its sole discretion, seek clarification from and/or communicate with Proposer(s) regarding any submitted deviation, consistent with general procurement principles of fair competition. The Cooperative reserves the right to accept or reject a Proposal based upon any submitted deviation. Please check (i/) one of the following: Vendor rmust submit an updated form indicating ❑■ NO; Deviations "Yes" as deviations were submitted with proposal ❑ Yes; Deviations response. List and fully explain any deviations you are submitting: Removed deviations, vendor accepts BuyBoard changes Jim Tn1herg Contract Administrator Initial: MW Page 1& of 74 PROPOSAL FORMS CONST,V.05.04.2023 ATTACHMENT I Buy Board Cooperative Purchasing HVAC Equipment, Supplies, and Installation of HVAC Equipment Proposal Invitation No. 720-23 The following clarifications are made part of the Trane offer with the condition that this attachment shall be made a part of the resulting contract 1. 2. 3. Delivery dates are approximate and not guaranteed. Trane will use commercially reasonable efforts to deliver equipment on or before the estimated delivery date and will notify customer if the estimated delivery dates cannot be honored and will deliver as soon as practicable thereafter. 4. Due to the nature of the Trane products, samples will not be provided. 5. Delivery Terms are FOB Factory with title passing to the Cooperative Member upon delivery to the carrier. C.1 7. Trane's warranty differs with its various products and services and will be as stated in the job specific Trane proposal submitted to the Cooperative Member. ■ FBOard ® P.Q. Box 400, Austin, Texas 78767 800.695.2919 • bids@buyboard.com • buyboard.com VENDOR CONSENT FOR NAME BRAND USE BuyBoard members seeking to make purchases using a Contract awarded under this Proposal Invitation may view information regarding awarded Vendors, including but not limited to product catalogs, pricelists, pricing, and Proposals, through the BuyBoard website. To improve and enhance the experience of BuyBoard members seeking to procure goods and services under the Contract utilizing the BuyBoard website, any Vendor logo, product images, and similar brand and trademark information provided by Vendor for purposes of the Contract ("Vendor Information's may be posted on the BuyBoard website. You acknowledge that, by submitting your Proposal, unless you specifically opt out below, you consent to use of your company's Vendor Information on the BuyBoard website if awarded a Contract. You further acknowledge that whether, where, and when to include the Vendor Information on the BuyBoard website shall be at the sole discretion of the BuyBoard Administrator. Vendor retains, however, the right of general quality control over the BuyBoard Administrator's authorized display of proprietary Vendor Information. Neither the BuyBoard nor its administrator will be responsible for the use or distribution of Vendor Information by BuyBoard members or any other third party using the BuyBoard website. This Vendor Consent shall be effective for the full term of the Contract, including renewals, unless Vendor provides a signed, written notice revoking consent to contractadmin@buvboard.com. BuyBoard shall have up to thirty days from the date of receipt of a termination or revocation of a Vendor Consent to remove Vendor information from the BuyBoard website. This Vendor Consent is subject to the Terms and Conditions of the Contract, including, but not limited to, those terms pertaining to Disclaimer of Warranty and Limitation of Liability, Indemnification, and Intellectual Property Infringement. Vendor logo files must be submitted in one of the formats set forth in the BuyBoard Technical Requirements. Proposers are requested to submit this information with Vendor's Proposal. (This consent shall not authorize use of your company's Vendor Information by BuyBoard if your company is not awarded a Contract.) OPT OUT: If your company wishes to opt out of the Vendor Consent for Name Brand Use, you must check the opt out box below. DO NOTselect this box unless your company is opting out of this Vendor Consent for Name Brand Use. ❑ By checking this box, Vendor hereby declines to provide consent for use of Vendor Information (as defined herein) on the BuyBoard website. By opting out, Vendor acknowledges and agrees that, if Vendor is awarded a Contract under this Proposal Invitation, information available on the BuyBoard for Vendor's awarded products or services may be limited, potentially placing Vendor at a disadvantage and impacting the ability of Cooperative members to search, find, review, and purchase Vendor's awarded products and services on the BuyBoard website. Initial: MW Page 19 of 74 PROPOSAL FORMS CONST,V.05.04.2023 ■ VBoard ° P.O. Box 400, Austin, Texas 78767 800.695.2S19 . bids@�buyboard.com . buyboard.com CONFIDENTIAL/PROPRIETARY INFORMATION A. Public Disclosure Laws All Proposals, forms, documentation, catalogs, pricelists, or other materials submitted by Vendor to the Cooperative in response to this Proposal Invitation, may be subject to the disclosure requirements of the Texas Public Information Act (Texas Government Code chapter 552.001, et seg.) or similar disclosure law. Proposer must clearly identify on this form any information in its Proposal (including forms, documentation, or other materials submitted with the Proposal) that Proposer considers proprietary or confidential. If Proposer fails to properly identify the information, the Cooperative shall have no obligation to notify Vendor or seek protection of such information from public disclosure should a member of the public or other third -party request access to the information under the Texas Public Information Act or similar disclosure law. When required by the Texas Public Information Act or other disclosure law, Proposer may be notified of any third -party request for information in a Proposal that Proposer has identified in this form as proprietary or confidential. Does your Proposal (including forms, documentation, catalogs, pricelists, or other materials submitted with the Proposal) contain information which Vendor considers proprietary or confidential? Please check (V) one of the following: ME NO, I certify that none of the information included with this Proposal is considered confidential or proprietary. YES, I certify that this Proposal contains information considered confidential or proprietary and all such information is specifically identified on this form. If you responded "YES',you must clearly identify below the specific information you consider confidential or proprietary. List each page number, form number, or other information sufficient to make the information readily identifiable. The Cooperative and Cooperative administrator shall not be responsible for a Proposer's failure to clearly identify information considered confidential or proprietary. Further, by submitting a Proposal, Proposer acknowledges that the Cooperative and Cooperative administrator will disclose information when required by law, even if such information has been identified herein as information Vendor considers confidential or proprietary. Confidential / Proprietary Information: (Attach additional sheets if needed.) Initial: MW Page 20 of 74 PROPOSAL FORMS CONST. Y.05.04.2023 ■ FBOard ® P.Q. Box 400, Austin, Texas 78767 800.695.2919 . bids@buyboard.com . buyboard.com B. Copyright Information Does your Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) contain copyright information? Please check (✓) one of the following: X❑ NO, Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) does not contain copyright information. ❑ YES, Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) does contain copyright information. If you responded "YES", clearly identify below the specific documents or pages containing copyright information. Copyright Information: (Attach additional sheets if needed.) C. Consent to Release Confidential/Proprietary/Copyright Information to BuyBoard Members BuyBoard members (Cooperative and nonprofit members) seeking to make purchases through the BuyBoard may wish to view information included in the Proposals of awarded Vendors. If you identified information on this form as confidential, proprietary, or subject to copyright, and you are awarded a BuyBoard contract, your acceptance of the BuyBoard contract award constitutes your consent to the disclosure of such information to BuyBoard members, including posting of such information on the secure BuyBoard website for members. Note: Neither the Cooperative nor Cooperative administrator will be responsible for the use or distribution of information by BuyBoard members or any other party. D. Consent to Release Proposal Tabulation Notwithstanding anything in this Confidential/Proprietary Information form to the contrary, by submitting a Proposal, Vendor consents and agrees that, upon Contract award, the Cooperative may publicly release, including posting on the public BuyBoard website, a copy of the proposal tabulation and award information for the Contract including Vendor name; proposed catalog/pricelist name(s); proposed percentage discount(s), hourly labor rate(s), or other specified pricing; and Vendor award or non -award information. Initial: MW Page 21 of 74 PROPOSAL FORMS CONST,V.05.04.2023 ■ FBOard ® P.Q. Box 400, Austin, Texas 78767 800.695.2919 • bids@buyboard.com • buyboard.com EDGAR VENDOR CERTIFICATION (2 CFR Part 200 and Appendix II) When a Cooperative member seeks to procure goods and services using funds under a federal grant or contract, specific federal laws, regulations, and requirements may apply in addition to those under state law. This includes, but is not limited to, the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 CFR 200 (sometimes referred to as the "Uniform Guidance" or new "EDGAR'). All Vendors submitting a Proposal must complete this EDGAR Certification Form regarding Vendor's willingness and ability to comply with certain requirements which may be applicable to specific Cooperative member purchases using federal grant funds. Completed forms will be made available to Cooperative members for their use while considering their purchasing options when using federal grant funds. Cooperative members may also require Vendors to enter into ancillary agreements, in addition to the terms and conditions of the BuyBoard contract, to address the member's specific contractual needs, including contract requirements for a procurement using federal grants or contracts. For each of the items below, Vendor should certify Vendor's agreement and ability to comply, where applicable, by having Vendor's authorized representative check the applicable boxes, initial each page, and sign the Compliance Forms Signature Page. If you fail to complete any item in this form, the Cooperative will consider and may list the Vendor's response on the BuyBoard as 'WO,' the Vendor is unable or unwilling to comply. A "NO" response to any of the items may, if applicable, impact the ability of a Cooperative member to purchase from the Vendor using federal funds. 1. Vendor Violation or Breach of Contract Terms: Contracts for more than the simplified acquisition threshold, which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 USC 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate. Provisions regarding Vendor default are included in the BuyBoard General Terms and Conditions, including Section E.18, Remedies for Default and Termination of Contract. Any Contract award will be subject to such BuyBoard General Terms and Conditions, as well as any additional terms and conditions in any Purchase Order, Member Construction Contract, or Cooperative member ancillary contract agreed upon by Vendor and the Cooperative member which must be consistent with and protect the Cooperative member at least to the same extent as the BuyBoard Terms and Conditions. The remedies under the Contract are in addition to any other remedies that may be available under law or in equity. By submitting a Proposal, you agree to these Vendor violation and breach of contract terms. A YES, I agree. ❑ NO, I do not agree. 2. Termination for Cause or Convenience: For any Cooperative member purchase or contract in excess of $10,000 made using federal funds, you agree that the following term and condition shall apply: The Cooperative member may terminate or cancel any Purchase Order under this Contract at any time, with or without cause, by providing seven (7) business days advance written notice to the Vendor. If this Agreement is terminated in accordance with this Paragraph, the Cooperative member shall only be required to pay Vendor for goods or services delivered to the Cooperative member prior to the termination and not otherwise returned in accordance with Vendor's return policy. If the Cooperative member has paid Vendor for goods or services not yet provided as of the date of termination, Vendor shall immediately refund such payment(s). If an alternate provision for termination of a Cooperative member purchase for cause and convenience, including the manner by which it will be effected and the basis for settlement, is included in the Cooperative member's Purchase Order, Member Construction Contract, or ancillary agreement agreed to by the Vendor, the Cooperative member's provision shall control. A YES, I agree. ❑ NO, I do not agree. Initial: MW Page 22 of 74 PROPOSAL FORMS CONST,V.05.04.2023 P.O. Box 400, Austin, Texas 78767 800.695.2919 . bids@buyboard.com . buyboard.com 3. Equal Employment Opportunity: Except as otherwise provided under 41 CFR Part 60, all Cooperative member purchases or contracts that meet the definition of "federally assisted construction contract" in 41 CFR Part 60-1.3 shall be deemed to include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending Executive Order 11246 Relating to Equal Employment Opportunity," and implementing regulations at 41 CFR Part 60, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor." The equal opportunity clause provided under 41 CFR 60-1.4(b) is hereby incorporated by reference. Vendor agrees that such provision applies to any Cooperative member purchase or contract that meets the definition of "federally assisted construction contract" in 41 CFR Part 60-1.3 and Vendor agrees that it shall comply with such provision. AYES, I agree. 4. Davis -Bacon Act: ❑ NO, I do not agree. When required by Federal program legislation, Vendor agrees that, for all Cooperative member prime construction contracts/purchases in excess of $2,000, Vendor shall comply with the Davis -Bacon Act (40 USC 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, "Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction). In accordance with the statute, Vendor is required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determinate made by the Secretary of Labor. In addition, Vendor shall pay wages not less than once a week. Current prevailing wage determinations issued by the Department of Labor are available at beta.sam.gov. Vendor agrees that, for any purchase to which this requirement applies, the award of the purchase to the Vendor is conditioned upon Vendor's acceptance of the wage determination. Vendor further agrees that it shall also comply with the Copeland "Anti -Kickback" Act (40 USC 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, "Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. A YES, I agree. ❑ NO, I do not agree. S. Contract Work Hours and Safety Standards Act: Where applicable, for all Cooperative member contracts or purchases in excess of $100,000 that involve the employment of mechanics or laborers, Vendor agrees to comply with 40 USC 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 USC 3702 of the Act, Vendor is required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 USC 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. A YES, I agree. ❑ NO, I do not agree. Initial: MW Page 23 of 74 PROPOSAL FORMS CONST,V.05.04.2023 ■ FBOard ® P.Q. Box 400, Austin, Texas 78767 800.695.2919 . bids@buyboard.com - buyboard.com 6. Right to Inventions Made Under a Contract or Agreement: If the Cooperative member's Federal award meets the definition of "funding agreement" under 37 CFR 4O1.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance or experimental, developmental, or research work under that "funding agreement," the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and any implementing regulations issued by the awarding agency. Vendor agrees to comply with the above requirements when applicable. A YES, I agree. ❑ NO, I do not agree. 7. Clean Air Act and federal Water Pollution Control Act: Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act (33 USC 1251-1387), as amended — Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non -Federal award to agree to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act, as amended (33 USC 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). When required, Vendor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act and the Federal Water Pollution Control Act. L_I YES, I agree. ❑ NO, I do not agree. 8. Debarment and Suspension: Debarment and Suspension (Executive Orders 12549 and 12689) — A contract award (see 2 CFR 180.220) must not be made to parties listed on the government -wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1966 Comp. p. 189) and 12689 (3 CFR Part 1989 Camp. p. 235), "Debarment and Suspension." SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that Vendor is not currently listed on the government -wide exclusions in SAM, is not debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor further agrees to immediately notify the Cooperative and all Cooperative members with pending purchases or seeking to purchase from Vendor if Vendor is later listed on the government -wide exclusions in SAM, or is debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority other than Executive Order 12549. LJ YES, I agree. ❑ NO, I do not agree. 9. Byrd Anti -Lobbying Amendment: Byrd Anti -Lobbying Amendment (31 USC 1352) - Vendors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 USC 1352. Each tier must also disclose any lobbying with non -Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non -Federal award. As applicable, Vendor agrees to file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 USC 1352). A YES, I agree. ❑ NO, I do not agree. Initial: MW Page 24 of 74 PROPOSAL FORMS CONST,V.05.04.2023 PqBoardO 10. Procurement of Recovered Materials. P.O. Box 400, Austin, Texas 78767 800.695.2919 - bids[abuyboard.com - buyboard.com For Cooperative member purchases utilizing Federal funds, Vendor agrees to comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act where applicable and provide such information and certifications as a Cooperative member may require to confirm estimates and otherwise comply. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery, and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. A YES, I agree. ❑ NO, I do not agree. 11. Domestic Preferences for Procurements: Where appropriate and consistent with law, 2 CFR §200.322 contains certain considerations for domestic preferences for procurements which may be applicable to Cooperative members using federal funds. When required by a Cooperative member, Vendor agrees to provide such information or certification as may reasonably be requested by the Cooperative member regarding Vendor's products, including whether goods, products, or materials are produced in the United States. AYES, I agree. ❑ NO, I do not agree. 12. Prohibition on Certain Telecommunications and Video Surveillance Services or Equipment 2 CFR §200.216 prohibits expending federal loan or grant funds to procure or obtain certain telecommunications and video surveillance services or equipment. To the extent applicable and when required by a Cooperative member, Vendor agrees to provide such information or certification as may reasonably be requested by the Cooperative member to confirm whether any telecommunications or video surveillance services or equipment provided by Vendor is covered equipment or covered services under 2 CFR §200.216. 11 YES, I agree. ❑ NO, I do not agree. 13. Profit as a Separate Element of Price: For purchases using federal funds in excess of the Simplified Acquisition Threshold, a Cooperative member may be required to negotiate profit as a separate element of the price. See, 2 CFR 2O0.324(b). When required by a Cooperative member, Vendor agrees to provide information and negotiate with the Cooperative member regarding profit as a separate element of the price for a particular purchase. However, Vendor agrees that the total price, including profit, charged by Vendor to the Cooperative member shall not exceed the awarded pricing, including any applicable discount, under Vendor's Cooperative Contract. A YES, I agree. ❑ NO, I do not agree. 14. General Compliance and Cooperation with Cooperative Members: In addition to the foregoing specific requirements, Vendor agrees, in accepting any Purchase Order from a Cooperative member, it shall make a good faith effort to work with Cooperative members to provide such information and to satisfy such requirements as may apply to a particular Cooperative member purchase or purchases including, but not limited to, applicable recordkeeping and record retention requirements. AYES, I agree. ❑ NO, I do not agree. Initiial: MW Page 25 of 74 PROPOSAL FORMS CONST,V.05.04.2023 P.O. Box 400, Austin, Texas 70767 800.695.2S19 . bids@�buyboard.com . buyboard.com COMPLIANCE FORMS SIGNATURE PAGE By initialing pages and by signature below, I certify that I have reviewed the following forms; that the information provided therein is true, complete, and accurate; and that I am authorized by my company to make all certifications, consents, acknowledgements, and agreements contained herein: ■ Proposal Acknowledgements • Felony Conviction Disclosure • Debarment Certification ■ Resident/Nonresident Certification ■ Vendor Employment Certification ■ No Boycott Verification ■ No Excluded Nation or Foreign Terrorist Organization Certification ■ Historically Underutilized Business Certification ■ Construction -Related Goods and Services Affirmation ■ Acknowledgement of BuyBoard Technical Requirements ■ Deviation and Compliance ■ Vendor Consent for Name Brand Use ■ Confidential/Proprietary Information ■ EDGAR Vendor Certification Trane U.S. Inc. Company Name Signature of Authorized Company Official Matt Wieand, Service Sales Manager Printed Name and Title July 10, 2023 Date Page 26 of 74 PROPOSAL FORMS CONST. V.05.04.2023 P.O. Box 400, Austin, Texas 78767 800.695.2919 • bids@buyboard.com • buyboard.com PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS INSTRUCTIONS: Proposer must completely and accurately provide all information requested in the following Vendor Information Forms or your Proposal may be rejected as non -responsive: ■ Vendor Business Name ■ Vendor Contact Information ■ Federal and State/Purchasing Cooperative Experience ■ Governmental References ■ Company Profile ■ Texas Regional Service Designation ■ 'State Service Designation ■ National Purchasing Cooperative Vendor Award Agreement (venoorsserving outside Texas only) ■ Local/Authorized Seller Listings ■ Manufacturer Dealer Designation ■ Proposal Invitation Questionnaire ■ Vendor Request to Self -Report BuyBoard Purchases (optional) To the extent any information requested is not applicable to your company, you must so indicate on the form. VENDOR BUSINESS NAME By submitting a Proposal, Vendor is seeking to enter into a legal contract with the Cooperative. As such, Vendor must be an individual or legal business entity capable of entering into a binding contract. Name of Proposing Company: Trane U.S. Inc. (List the legal name of the company seeking to contract with the Cooperative. Do NOT list an assumed name, dba, aka, etc. here. Such information maybe provided below. If you are submitting a joint proposal with another entity to provide the same proposed goods or services, each submitting entity should complete a separate vendor information form. Separately operating legal business entities, even if affiliated entities, which propose to provide goods or services separately must submit their own Proposals.) Please check M one of the following: Type of Business: ❑ Individual/Sole Proprietor ❑ Other (Specify: State of Incorporation (if applicable): Delaware 11 Corporation ❑ Limited Liability Company ❑ Partnership Federal Employer Identification Number: 25-0999465 (Vendor must include a completed IRS W-9 form with their Proposal) Name by which Vendor, if awarded, wishes to be identified on the BuyBoard: (Note: If different than the Name of Proposing Company listed above, only valid trade names (dba, aka, etc.) of the Proposing Company may be used and a copy of your Assumed Name Certificate(s), if applicable, must be attached.) Trane U.S. Inc. Page 27 of 74 PROPOSAL FORMS CONST,V.05.04.2023 Form Request for Taxpayer Give Form to the (Rev. October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www.irs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. TRANE U.S. INC. 2 Business name/disregarded entity name, if different from above co 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to ro following seven boxes. certain entities, not individuals; see a instructions on page 3): o ❑Individual/sole proprietor or ❑✓ C Corporation ❑ S Corporation ❑ Partnership ❑ Trust/estate to ai c single -member LLC Exempt payee code (if any) 5 TZ, ❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► o 2 Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting in LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is code (if any) a another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. y ❑ Other (see instructions) ► (Applies to accounts maintained outside the U.S.) � 5 Address (number, street, and apt. or suite no.) See instructions. Requester's name and address (optional) m Q n 9535 BALL STREET, SUITE 1100 6 City, state, and ZIP code SAN ANTONIO, TX 78217 7 List account number(s) here (optional) JUM Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid I Social security number backup withholding. For individuals, this is generally your social security number (SSN). However, for a - m resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and I Employer identification number Number To Give the Requester for guidelines on whose number to enter. M25 - 0 9 0 0 4 6 5 KjM Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. Sign Signature 1 / Here U.S. personn ► General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) Date ► 1 /3/2023 • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018) ■ WBOard ° P.Q. Box 400, Austin, Texas 78767 800.695.2919 • bidspbuyboard.com . buyboard.com VENDOR CONTACT INFORMATION Vendor shall provide the requested Vendor Contact Information in the electronic proposa/submission system including contract, purchase order, RFQ, and invoice contacts (or, if submitting a hard copy Proposal, timely request and complete the Vendor Contact Information form in accordance with the Instructions to Proposers). FEDERAL AND STATE/PURCHASING COOPERATIVE EXPERIENCE The Cooperative strives to provide Cooperative members with the best services and products at the best prices available from Vendors with the technical resources and ability to serve Cooperative members. Please respond to the following questions. 1. Provide the dollar value of sales to or through purchasing cooperatives at or based on an established catalog or market price during the previous 12-month period or the last fiscal year: $ 16,042,900.94 . (The period of the 12-month period is 01/01/2022 / 12/31/2023 ). In the event that a dollar value is not an appropriate measure of the sales, provide and describe your own measure of the sales of the item(s). 2. By submitting a proposal, you agree that, based on your written discounting policies, the discounts you offer the Cooperative are equal to or better than the best price you offer other purchasing cooperatives for the same items under equivalent circumstances. 3. Provide the information requested below for other purchasing cooperatives for which Proposer currently serves, or in the past has served, as an awarded vendor. Rows should be added to accommodate as many purchasing cooperatives as required. 1. Federal General Services Administration Y 5+ years 2. T-PASS (state of Texas) N 3. OMNIA Partners Y 5+ years 4. Sourcewell (NJPA) N 5. E&I Cooperative N 6, Houston -Galveston Area Council (HGAC) N 7. Choice Partners Y 5+ years 8, The Interlocal Purchasing System (TIPS) Y 5+ years 9. Other Y 5+ years ❑ MY COMPANY DOES NOT CURRENTLY HAVE ANY OF THE ABOVE OR SIMILAR TYPE CONTRACTS. CURRENT BUYBOARD VENDORS If you are a current BuyBoard vendor in the same contract category as proposed in this Proposal Invitation, indicate the discount for your current BuyBoard contract and the proposed discount in this Proposal. Explain any difference between your current and proposed discounts. Current Discount (%): 35-38% Explanation: Proposed Discount (%): 25-35% Page 28 of 74 PROPOSAL FORMS CONST. V.05.04.2023 ■ FBOard ° P.Q. Box 400, Austin, Texas 78767 800.695.2919 • bidspbuyboard.com . buyboard.com GOVERNMENTAL REFERENCES For your Proposal to be considered, you must supply a minimum of five (5) individual governmental entity references. The Cooperative may contact any and all references provided as part of the Proposal evaluation. Provide the information requested below, including the existing pricing/discounts you offer each customer. The Cooperative may determine whether pricing/discounts are fair and reasonable by comparing pricing/discounts stated in your Proposal with the pricing/discounts you offer other governmental customers. Attach additional pages if necessary. Quantity/ Entity Name Contact Phone# Email Address Discount Volume 1 Edgewood ISD Rudy Castillo 210-551-2299 Rodolfo.castillo@eisd.net Buyboard $970,000 2 Cuero ISD Dwyane Noack 361-564-5561 dnoack@cueroisd.org Buyboard $500,000 3 East Central ISD Nick Gawlik 210-744-8166 nick.gawlik@ecisd.net Buyboard $250,000 4 San Antonio Housing Authority Lucretia Robinson 210-477-6059 lucretia_robinson@saha.org Omnia $475,000 5 Brooks County ISD Alissa Sanchez 361-325-8015 asanchez@bcisd.us Buyboard $250,000 Do you ever modify your written policies or standard governmental sales practices as identified in the above chart to give better discounts (lower pricing) than indicated? YES ❑■ NO ❑ If YES, please explain: COMPANY PROFILE Information on awarded Cooperative Contracts is available to Cooperative Members on the BuyBoard website. If your company is awarded a Contract under this Proposal Invitation, please provide a brief company description that you would like to have included with your company profile on the BuyBoard website. Submit your company profile in a separate file, in Word format, with your Proposal. (Note: Vendor is solely responsible for any content provided for inclusion on the BuyBoard website. The Cooperative reserves the right to exclude or remove any content in its sole discretion, with or without prior notice, including but not limited to any content deemed by the Cooperative to be inappropriate, irrelevant to the Contract, inaccurate, or misleading.) Page 29 of 74 PROPOSAL FORMS CONST. V.05.04.2023 P.O. Box 400, Austin, Texas 70767 800.695.2S19 • bids@�buyboard.com • buyboard.com TEXAS REGIONAL SERVICE DESIGNATION This form must be completed in the electronic proposal submission system (or, if submitting a hard copy Proposal, timely request and complete the form in accordance with the Instructions to Proposers). The Cooperative (referred to as "Texas Cooperative" in this form and in the State Service Designation form) offers vendors the opportunity to service its members throughout the entire State of Texas. In the electronic proposal submission system, you must indicate if you will service Texas Cooperative members statewide or, if you do not plan to service all Texas Cooperative members statewide, you must indicate the specific regions you will service. If you propose to serve different regions for different products or services included in your Proposal, you must complete and submit a separate Texas Regional Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. (Additional forms can be obtained by contacting bids(d)buvboard.com at least five (5) business days prior to the Proposal Due Date.) By designating a region or regions, you are certifying that you are authorized and willing to provide the proposed products and services in those regions. Designating regions in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. Additionally, if you do not plan to service Texas Cooperative members (i.e., if you will service only states other than Texas), you must so indicate on the form in the electronic proposal submission system. Regional Education Service Centers •.r 1 Region and Headquarters 1 Edinburg 2 Corpus Christi 3 Victoria 4 Houston 5 Beaumont 6 Huntsville 7 Kilgore 8 Mount Pleasant 9 Wichita Falls 10 Richardson 11 Fort Worth 12 Waco 13 Austin 14 Abilene 15 San Angelo 16 Amarillo 17 Lubbock 18 Midland 19 ElPaso 20 San Antonio Page 30 of 74 PROPOSAL FORMS CONST,V.05.04.2023 PVBoard- P.O. box 400, Austin, Texas 78767 aoo.695.2919 • bldsgbuyboard.com • buyboard.com STATE SERVICE DESIGNATION This form must be completed in the electronic proposal submission system (or, if submitting a hard copy Proposal, timely request and complete the in accordance with the Instructions to Proposers). As set forth in the Proposal Invitation, it is the Cooperative's intent that other governmental entities in the United States have the opportunity to purchase goods or services awarded under the Contract, subject to applicable state law, through a piggy -back award or similar agreement through the National Purchasing Cooperative BuyBoard. If you plan to service the entire United States or only specific states, you must complete the State Service Designation information in the electronic proposal submission system. (Note: If you plan to service Texas Cooperative members, be sure that you complete the Texas Regional Service Designation form.) In addition to this form, to be considered for a piggy -back award by the National Purchasing Cooperative, you must have an authorized representative sign the National Purchasing Cooperative VendorAward Agreement that follows this page. If you serve different states for different products or services included in your Proposal, you must complete and submit a separate State Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. (Additional forms can be obtained by contacting tigsff buvboard.com at least five (5) business days prior to the Proposal Due Date.) By designating a state or states, you are certifying that you are authorized and willing to provide the proposed products and services in those states. Designating states in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. ■ I will service all states in the United States. ■ I will not service all states in the United States. Alabama Montana Alaska Nebraska Arizona Nevada Arkansas New Hampshire California (Public Contract Code 20118 & 20652) New Jersey Colorado New Mexico Connecticut New York Delaware North Carolina District of Columbia North Dakota Florida Ohio Georgia Oklahoma Hawaii Oregon Idaho Pennsylvania Illinois Rhode Island Indiana South Carolina Iowa South Dakota Kansas Tennessee Kentucky Texas Louisiana Utah Maine Vermont Maryland Virginia Massachusetts Washington Michigan West Virginia Minnesota Wisconsin Mississippi Wyoming Missouri Page 31 of 74 PROPOSAL FORMS CONST. v.05.04.2023 PVBoard- P.O. Box 400, Austin, Texas 78767 800.695.2919 • bidsgbuyboard.com • buyboard.com NATIONAL PURCHASING COOPERATIVE VENDOR AWARD AGREEMENT In accordance with the Terms and Conditions associated with this Proposal Invitation, a contract awarded under this Proposal Invitation may be "piggy -backed" by another governmental entity. The National Purchasing Cooperative is an intergovernmental purchasing cooperative formed by certain school districts outside of Texas to serve its members throughout the United States. If you agree to be considered for a piggy -back award by the National Purchasing Cooperative, you agree to the following terms and agree to serve National Purchasing Cooperative members in the states you have indicated on the State Service Designation form, in your Proposal. By signing this form, Proposer (referred to in this Agreement as "Vendor") agrees as follows: 1. Vendor acknowledges that if The Local Government Purchasing Cooperative ("Texas Cooperative") awards Vendor a contract under this Proposal Invitation ("Underlying Award', the National Purchasing Cooperative ("National Cooperative's may - but is not required to - "piggy -back" on or re -award all or a portion of that Underlying Award ("Piggy -Back Award"}. By signing this National Cooperative Vendor Award Agreement ("Agreement', Vendor accepts and agrees to be bound by any such Piggy -Back Award as provided for herein. 2. In the event National Cooperative awards Vendor a Piggy -Back Award, the National Cooperative Administrator ("BuyBoard Administrator') will notify Vendor in writing of such Piggy -Back Award, which award shall commence on the effective date stated in the Notice and end on the expiration date of the Underlying Award, subject to annual renewals as authorized in writing by the BuyBoard Administrator. Vendor agrees that no further signature or other action is required of Vendor in order for the Piggy -Back Award and this Agreement to be binding upon Vendor. Vendor further agrees that no interlineations or changes to this Agreement by Vendor will be binding on National Cooperative, unless such changes are agreed to by its BuyBoard Administrator in writing. 3. Vendor agrees that it shall offer its goods and services to National Cooperative members at the same pricing and same general terms and conditions, subject to applicable state laws in the state of purchase, as required by the Underlying Award. However, nothing in this Agreement prevents Vendor from offering National Cooperative members better (i.e., lower) competitive pricing and more favorable terms and conditions than those in the Underlying Award. 4. Vendor hereby agrees and confirms that it will serve those states it has designated on the State Service Designation Form of this Proposal Invitation. Any changes to the states designated on the State Service Designation Form must be approved in writing by the BuyBoard Administrator. 5. Vendor agrees to pay National Cooperative the service fee provided for in the Underlying Award based on the amount of purchases generated from National Cooperative members through the Piggy -Back Award. Vendor shall remit payment to National Cooperative on such schedule as it specifies (which shall not be more often than monthly). Further, upon request, Vendor shall provide National Cooperative with copies of all purchase orders generated from National Cooperative members, vendor invoices, and/or such other documentation regarding those purchase orders as the Cooperative's administrators may require in their reasonable discretion for purposes of reviewing and verifying purchase activity. Vendor further agrees that National Cooperative shall have the right, upon reasonable written notice, to review Vendor's records pertaining to purchases made by National Cooperative members in order to verify the accuracy of service fees. 6. Vendor agrees that the Underlying Award, including its General Terms and Conditions, are adopted by reference to the fullest extent such provisions can reasonably apply to the post-p roposa]/contract award phase. The rights and responsibilities that would ordinarily inure to the Texas Cooperative pursuant to the Underlying Award shall inure to National Cooperative; and, conversely, the rights and responsibilities that would ordinarily inure to Vendor in the Underlying Award shall inure to Vendor in this Agreement. Vendor recognizes and agrees that Vendor and National Cooperative are the only parties to this Agreement, and that nothing in this Agreement has application to other third parties, including the Texas Cooperative. In the event of conflict between this Agreement and the terms of the Underlying Award, the terms of this Agreement shall control, and then only to the extent necessary to reconcile the conflict. Page 32 of 74 PROPOSAL FORMS CONST,v.05.04.2023 PVBoard- P.O. Box 400, Austin, Texas 78767 800.695.2919 • bids@)buyboard.com • buyboard.com 7. This Agreement shall be governed and construed in accordance with the laws of the State of Texas and venue for any dispute shall lie in the federal district court of Travis County, Texas. S. Vendor acknowledges and agrees that the award of a Piggy -Back Award is within the sole discretion of National Cooperative, and that this Agreement does not take effect unless and until National Cooperative awards Vendor a Piggy - Back Award and the BuyBoard Administrator notifies Vendor in writing of such Piggy -Back Award as provided for herein. WHEREFORE, by signing below Vendor agrees to the foregoing and warrants that it has the authority to enter into this Agreement. Trane U.S. Inc. Name of Vendor Signature of Authorized Company Official 720-23 Proposal Invitation Number Matt Wieand Printed Name of Authorized Company Official July 10, 2023 Date Page 33 of 74 PROPOSAL FORMS CONST, v.05.04.2023 0 ! 1 1gu:r 1U P.O. Box 400, Austin, Texas 78767 800.695.2919 • bidspbuyboard.conn • buyboard.conn LOCATION/AUTHORIZED SELLER LISTINGS If you have more than one location/authorized seller that will service a Contract awarded under this Proposal Invitation, please list each location/authorized seller below. If additional sheets are required, please duplicate this form as necessary, NOTE: Awarded Vendors shall remain responsible for all aspects of the Contract, including processing of Purchase Orders, and shall be responsible for the performance of all locations and authorized sellers under and in accordance with the Contract. If you are a product manufacturer and wish to designate Designated Dealers as defined in the General Terms and Conditions to receive Cooperative member Purchase Orders on your behalf, you must complete the Manufacturer Designated Dealer form. N/A Page 34 of 74 PROPOSAL FORMS CONST.v.05.04.2023 PVBoard- P.O. Box 400, Austin, Texas 78767 800.695.2919 • bidspbuyboard.conn • buyboard.conn MANUFACTURER DEALER DESIGNATION If Vendor is a manufacturer that sells products through a dealer network and wishes to designate a dealer or multiple dealers ("Designated Dealers' to receive Cooperative member Purchase Orders on Vendor's behalf, you must complete this form for each dealer you wish to designate. Regardless of any Designated Dealers submitted by Vendor, Vendor specifically agrees and acknowledges that any such designations are for Vendor's convenience only and shall not, if Vendor is awarded a Contract, relieve Vendor of any obligations under the Contract, including payment of Cooperative service fees on all Purchase Orders submitted to Vendor or any Designated Dealer. In accordance with the General Terms and Conditions, an awarded Vendor shall remain responsible and liable for all of its obligations under the Contract and the performance of both Vendor and any of Vendor's Designated Dealers under and in accordance with the Contract and remain subject to all remedies for default thereunder, including, but not limited to suspension and termination of Vendor's Contract for nonpayment of service fees. If awarded, Vendor authorizes the Cooperative, in its sole discretion, to list any Vendor Designated Dealers in the BuyBoard system and to receive Purchase Orders directly from Cooperative members on behalf of Vendor. To the extent a Vendor with Designated Dealers receives a Purchase Order directly, it shall be the responsibility of Vendor to appropriately process such Purchase Order in accordance with the Contract, including but not limited to timely forwarding such Purchase Order to a Designated Dealer for processing. The Cooperative reserves the right, in its sole discretion, to refuse addition of, or request removal of, any Designated Dealer, and Vendor agrees to immediately require such Designated Dealer to cease accepting Purchase Orders or otherwise acting on Vendor's behalf under the Contract. Further, the Cooperative administrator shall be authorized to remove or suspend any or all Designated Dealers from the BuyBoard at any time in its sole discretion. If you wish to designate a dealer to service a contract awarded under this Proposal Invitation, please list the Designated Dealer below. If you wish to designate multiple dealers, please duplicate this form as necessary. N/A Designated Dealer Name Designated Dealer Address City Phone Number Designated Dealer Contact Person state Fax Number Zip Code Email address Designated Dealer Tax ID Number* (*attach W-9) Page 35 of 74 PROPOSAL FORMS CONST. V.05.04.2023 PVBoard- Box 400, Austin, Texas 78787 800.695.2919 - P.O.6ids(.�huyhoard.corn - huyhoard.ciarn PROPOSAL INVITATION QUESTIONNAIRE The Cooperative will use your responses to the questions below in evaluating your Proposal and technical and financial resources to provide the goods and perform the services ("Work') under the BuyBoard contract contemplated by this Proposal Invitation ("Contract'). Proposers must fully answer each question, numbering your responses to correspond to the questions/numbers below. Proposers must complete below or attach your responses to this questionnaire and submit in one document with your Proposal. You must submit the questionnaire and responses with your Proposal or the Proposal will not be considered. 1. List the number of years Proposer has been in business and former business names (if applicable). Note whether your company is currently for sale or involved in any transaction that would significantly alter its business or result in acquisition by another entity. 100+ Years 2. Describe Vendor's direct experience (not as a subcontractor) performing the Work proposed under this Contract. Include a brief description of the projects you have completed for Texas governmental entities in the last 5 years, and include for each the project name, scope, value, and date, and the name of the procuring government entity and entity contact person. Identify the contracts that best represent Vendor's capabilities relative to this Contract. Trane has performed many functions under the current Buyboard contract. Trane provides direct parts purchases only, to small equipment repairs to turnkey equipment installations. 3. Describe the resources Proposer has to manage staff and successfully perform the Work contemplated under this Contract. State the number and summarize the experience of company personnel who may be utilized for the Work, including those who will be available to Cooperative members for assistance with project development, technical issues, and product selection for Work associated with this Contract. Trane has avast number of resources available for various protects depending on the scope of the work. Our offices are located in San Antonio, Corpus Christi, Rio Grande Valley, Austin, Ft- Worth, Dallas and Lubbock. Fach office is staffed with professional sales staff which are supported by equipment esiirnetors, protect managers and project administrators. Trans has a local off 75 technicians, 955a1es Associates, 15 prate, t managers, 30 protect administrators, 4 energy engineers, 4 project developers and over 100 support personnel in Texas alone. Our staff continues to grow to meet the needs of our customers. Page 36 of 74 PROPOSAL FORMS CONST. v.05.04.2023 PVBoard- P.O. Box 400, Austin. Texas 78767 800.695.2919 - bidsqubuyboard.corn - buyboard.corn 4. The Contract does not include architectural or engineering services, which must be procured separately, outside of the Cooperative, in accordance with Chapter 2254 of the Texas Government Code (Professional Services Procurement Act) or other applicable law (for entities outside of Texas). If you are performing Work under the Contract on a project that requires the services of an architect or professional engineer, how will you work with a Cooperative member and its designated architect or engineer with respect to services that must be procured outside the Contract? Trane is capable of working with all architectural or engineering services. Typically Trane partners with a firm as directed by the owner in order to achieve the desired result of each and every project. If Engineering per Chapter 2254 is required for the SOW proposed, Trane will ensure Customer hires engineering in compliance with Chapter 2254. 5. Describe the tasks and functions that can be completed by Vendor in-house without the use of a subcontractor or other third party. Trane has a staff of trained estimators for both service and equipment functions. The personnel is dedicated to a particular discipline whether it be equipment selections or service related projects. Trane also has dedicated project managers who focus on equipment, service and contracting projects. 6. Marketina Strateav: For your Proposal to be considered, you must submit the Marketing Strategy you will use if the Cooperative accepts all or part of your Proposal. (Example; Explain how your company will initially inform Cooperative members of your BuyBoard Contract, and how you will continue to support the BuyBoard for the duration of the Contract term.)Attach additional pages if necessary. Trane consistently promotes the use of the Buyboard cooperative by attending networking workshops across the state interacting with ISD's, state and local government agencies and higher education markets. Trane will support the use of the Buyboard contract during its duration by marketing the contracts to our customer base across the state with regular communication via email, newsletters, e-blast, customer training events and ongoing marketing opportunities. 7. Describe Proposer's financial capability to perform the Contract. State or describe the firm's financial strength and rating, bonding capacity, and insurance coverage limits. State whether the firm, or any of the firm's past or present owners, principal shareholders or stockholders, or officers, have been a debtor party to a bankruptcy, receivership, or insolvency proceeding in the last 7 years, and identify any such debtor party by name and relationship to or position with your firm. Trane's audited annual report —and other financial documents —can be viewed at the following web address: https://investors.tranetechnologies.com/financial-information/financial-summary/default.aspx See attached financial statements and COI. Page 37 of 74 PROPOSAL FORMS CONST. v.05.04.2023 PFBaard- P.O. Sox 400, Austin. Texas 78767 800.695.2919 - bidsgbuyboard.com - buyboard.com 8. Does your company have any outstanding financial judgments and/or is it currently in default on any loan or financing agreement? If so, provide detailed information on the nature of such items and prospects for resolution. None identified at this time. 9. List all contracts, if any, in the last 10 years on which Proposer has defaulted, failed to complete or deliver the work, or that have been terminated for any reason. Include any contract for which the surety was notified of a potential claim in regard to a payment or performance bond. For each such contract, provide the project name, scope, value and date and the name of the procuring entity. Fully explain the circumstances of the default, notice to surety, failure to complete or deliver the work, or termination. Trane is a large multi -billion -dollar company and, as such, becomes involved in claims and disputes that arise in the ordinary course of its businesses. Company -wide compiled data of this scope is not readily available, and this information cannot be accurately ascertained without extensive and burdensome research. However, no such dispute or litigation is likely or expected to adversely affect Trane's ability to perform hereunder. 10. List all litigation or other legal proceedings (including arbitration proceedings and/or claims filed with a surety in regard to a payment or performance bond), if any, in the last 10 years brought against your firm, or any of the firm's past or present owners, principal shareholders or stockholders, officers, agents or employees, that relate to or arise from a contract similar to this Contract or the Work contemplated under this Contract. Provide the style of the lawsuit or proceeding (name of parties and court or tribunal in which filed), nature of the claim, and resolution or current status. See Response to #9 above. 11. Describe in detail the quality control system Vendor will use, including third party auditing certification, to support the long-term performance and structural strength of the products to be used in a project under the Contract. See Quality Assurance Letter attached. Page 38 of 74 PROPOSAL FORMS CONST. v.05.04.2023 PVBoard- P.O. Box 400, Austin. Texas 78767 800.695.2919 - bids buyboard.com - buyboard.com 12. If the Work will require Vendor to tender performance or payment bonds, provide the name of the bonding company or surety that will issue such bonds. Trane can consider single projects up to $100 million within an aggregate limit of $300 million. The District can feel confident that Trane has the financial stability and bonding power to fully execute this project. (See attached bonding letters). 13. Describe in detail all documented safety issues, if any, that have involved Vendor in the last three years related to the type of work contemplated under this Contract. Provide a three-year history of your firm's workers compensation experience modifier. See attached Trane Safety information Page 39 of 74 PROPOSAL FORMS CONST. v.05.04.2023 Bab Austin, Texas78767 PVBoard- 800.695.2979 - 6ids(a)6uyhoard.com - huyboard.cGm VENDOR REQUEST TO SELF -REPORT BUYBOARD PURCHASES The General Terms and Conditions require that all Purchase Orders generated by or under any Contract awarded under this Proposal Invitation be processed through the BuyBoard and, except as expressly authorized in writing by the Cooperative administrator, Vendors are not authorized to process Purchase Orders received directly from Cooperative members that have not been processed through the BuyBoard or provided to the Cooperative. In accordance with this provision, Vendor may request authorization of the Cooperative administrator to self -report Cooperative member purchases if awarded a Contract under this Proposal Invitation. By making such a request, Vendor acknowledges and agrees that self -reporting is specifically subject to and conditioned upon (1) Vendor's agreement to the Additional Terms and Conditions for BuyBoard Self -Reporting which are included in this Proposal Invitation and incorporated herein for all purposes and (2) approval of this request in writing by the Cooperative administrator. Note: This form is NOT required as part of your proposal. You should sign and return this form ONL Y if you wish to request authorization to self -report BuyBoard purchases, Any request to self -report will not be effective, and Vendor shall not be authorized to self -report BuyBoard member purchases, unless and until (1) Vendor is awarded a Contract under this Proposal Invitation, and (2) the request has been approved in writing by the Cooperative administrator. By my signature below, I hereby request authorization from the Cooperative administrator to self -report BuyBoard purchases if my company is awarded a Contract. I certify that I am authorized by the above - named Vendor to approve this form, and I have received and read the Additional Terms and Conditions for BuyBoard Self -Reporting included in this Proposa/In vitation and do hereby approve and agree to such terms and conditions on behalf of Vendor. NAME OF VENDOR: Signature of Vendor Authorized Representative Printed Name: Title: Date: (For Cooperative Administrator Use Only) Approved by BuyBoard Administrator: Effective/Start Date for Self -Reporting: Page 40 of 74 PROPOSAL FORMS CONST. v.05.04.2023 P.O. Box 400, Austin, Texas 78767 800.695.2919 • bidsgbuyboard.com • buyboard.com PROPOSAL SPECIFICATION SUMMARY The categories and items specified for this Proposal Invitation are summarized below. For full Proposal Specifications, you must review and complete the Proposal Specification information in the electronic proposal submission system in accordance with the Instructions to Proposers (or, if submitting a hard copy Proposal, timely request and complete the Proposal Specification Form in accordance with the Instructions to Proposers). PROPOSAL NOTE 1: Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog(s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No paper catalogs or manufacturer/vendor websites will be accepted. PROPOSAL NOTE 2:A Vendor proposing on Section I: HVAC Equipment, Products, and Surmlies; Specification Lines 1-3 shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. PROPOSAL NOTE3: Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. Section I: HVAC Equipment, Products, and Sup Ip ies 1 . Discount (%) off catalog/pricelist for HVAC Equipment (all types - rooftop units, split systems, chillers, compressors, cooling towers, heat pumps, furnaces, unit heaters, duct furnaces, and other related items). 2. Discount (%) off catalog/pricelist for HVAC Controls, Software, and Monitoring Systems (all types). 3. Discount (%) off catalog/pricelist for HVAC Air Handling Products (all types - coils, fans, and other related items). 4. Discount (%) off catalog/pricelist for HVAC Supplies (all types). 5. Discount (%) off catalog/pricelist for HVAC Filters (all types). 6. Discount (%) off catalog/pricelist for HVAC Indoor Air Quality Products (all types). 7. Discount (%) off catalog/pricelist for HVAC Repair Parts (all types). 8. Discount (%) off catalog/pricelist for HVAC Refrigerants (all types). 9. Discount (%) off catalog/pricelist for HVAC Refrigerant Recovery Equipment (all types). 10. Discount (%) off catalog/pricelist for UVC Emitters/Lamps (used to incorporate downstream of all cooling coils and above all drain pans to control airborne and surface microbial growth and transfer. Fixtures and lamps must be manufactured for this purpose and safety interlocks/features shall be provided to limit hazard to operating staff). 11. Discount (%) off catalog/pricelist for Insulation Products for HVAC Equipment. 12. Discount (%) off catalog/pricelist for HVAC Maintenance Agreements. Section II: Installation and Repair Service 13. Standard Hourly Labor Rate for Installation/ Repair Service of HVAC Equipment and Products, not to exceed standard hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. 14. Non -Standard Hourly Labor Rate for Installation/ Repair Service of HVAC Equipment and Products, not to exceed non-standard hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. 15. Hourly Labor Rate for Installation of HVAC Filter Change Out Service (including labor, filters, and removal/disposal of product), not to exceed hourly labor rate for Installation of HVAC Filter Products. 16. Coefficient for Standard Hours of Installation/ Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). 17. Coefficient for Non -Standard Hours for Installation/ Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL 0&P column (most current edition). Page 41 of 74 PROPOSAL FORMS CONST, v.05.04.2023 PVBoard- P.O. Box 400, Austin, Texas 78767 800.695.2919 - bids@.76uyhoard.corn - 6uyhoard.corn REQUIRED FORMS CHECKLIST (Please check (V) the following) 0 Reviewed/Completed: Proposer's Acceptance and Agreement PROPOSAL FORMS PART 1: COMPLIANCE FORMS Reviewed/Completed: Proposal Acknowledgements Reviewed/Completed: Felony Conviction Disclosure Reviewed/Completed: Resident/Nonresident Certification Reviewed/Completed: Debarment Certification Reviewed/Completed: Vendor Employment Certification Reviewed/Completed: No Boycott Verification Reviewed/Completed: No Excluded Nation or Foreign Terrorist Organization Certification Reviewed/Completed: Historically Underutilized Business Certification Reviewed/Completed: Acknowledgement of BuyBoard Technical Requirements Reviewed/Completed: Construction -Related Goods and Services Affirmation Reviewed/Completed: Deviation and Compliance Reviewed/Completed: Vendor Consent for Name Brand Use Reviewed/Completed: Confidential/Proprietary Information Reviewed/Completed: EDGAR Vendor Certification Reviewed/Completed: Compliance Forms Signature Page PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS Reviewed/Completed: Vendor Business Name Reviewed/Completed: Vendor Contact Information (complete in electronic proposal submission system) Reviewed/Completed: Federal and State/Purchasing Cooperative Experience Reviewed/Completed: Governmental References Reviewed/Completed: Company Profile Reviewed/Completed: Texas Regional Service Designation (complete in electronic proposal submission system) Reviewed/Completed: State Service Designation (complete in electronicproposalsubmissionsystem) Reviewed/Completed: National Purchasing Cooperative Vendor Award Agreement (vendors serving outside texas only) Reviewed/Completed: Local/Authorized Seller Listings Reviewed/Completed: Manufacturer Dealer Designation Reviewed/Completed: Proposal Invitation Questionnaire Reviewed/Completed: Vendor Request to Self -Report BuyBoard Purchases (optional) Reviewed/Completed: Proposal Specifications Discount (%) off Cata/og/Price/istand/or other required pricing information including Catalogs/Pricelists (or no bid response) must be submitted with the Proposal or the Proposal will not be considered, Manufacturer A uthorization Letter(s), and License. Page 42 of 74 PROPOSAL FORMS CONST. v.05.04.2023 'jd kV. I; ,I+olf .h 16 f V Sr4 JI 5.11 fff .i - ,L 41 l `K,� —'"fit & , � �"�r• , . I y, t —7 M nvironmental, Health and Safety X Trane Texas -North Louisiana Region 1 HVAC-R 2023 ' TABLE OF CONTENTS: Global Environment, Health and Safety Policy.............................................................................2 Safety Values and Culture............................................................................................................ 3 Texas -North Louisiana Region EHS Management Program........................................................ 4 Management commitment and employee involvement .................................................. 4-5 WorksiteAnalysis........................................................................................................... 5-6 Hazard Prevention and Control......................................................................................... 6 EHSTraining................................................................................................................................ 7 Texas -North Louisiana Region EHS Written Program.................................................................. 8 DocumentsList.............................................................................................................................9 13 Experience Modification Rates Letter............................................................................... 9 OSHA300A Logs....................................................................................................... 10-12 Texas -North Louisiana Region EHS Metrics............................................................................... Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 1 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved En virorame n tr Heax th an d Safe t y Policy T•=-_-_c-h-alegres is ocrnrrFh:Lc= co=prretzr+r, in n way Lhat safe__-=s oL'r peap'm end prvice- :! =-e We re -_:tea '_^.a= _rwka:•rrrente:i in - Fr__ s -_._ ='ones. and the realty. arl. saFuM o•f oLt- _r-rplayeee _ = cor-rmL-�_2c are er-rangy our r-iost rrnpo-ront =vtab--aL- 7 =e= s a--e=. Our mFain-.comr-ricmr-ncksa#e-.-fend=_�_-,-'_ e--=-_-==e.�. i- o•= bra=r+csore_-i:ices endsrcle�-� _•_•==�r+�e== _ _ c=_-v success drill be r-+eaaura= ^.ac anh. a al _--_ -oe ce.buzz slso•bu}oontir- e=�^_a3san =rz:.- r-_ _-_-_- V far os,r mj_%rar e _ rq,.710yee_ mereand -the c3rnm.rniTic=w+!eneweoil .:: To3r•.e e s zero inpary e+rdirroder-7 c_: v- a-= tc--aeraur envi-ram- --enma souls, we arc cc�r.r-.-=c : _ •r: _ -r aoLnd . _--e:�-al Health. rrd Safety kErL:; p-3z =-= irt;;;-. our I. _ __ sLti\Y z vAtl- at -tawxholders u- n e haW<,x-A g ,%a k Our €mpinyees . Wo r£ta: re•ce nt scckzicr is s n d intln e= G} erLm nr%csafe wcLri: comditsor-and behevicrt- . Itrrl'rr im i=_ LL.- _ r —CaI 'Da tpL:-i r%t Irl our m&m ase-atio^.= ter= r_rne_ ate- =roo=cr da_rtribu-cion e•nd Icr�L=!ice by: r•n3la-rarrtinr, ssur-_' =all_z•3n -3re'rrer+t,4n F Dg-ar7u '!ari; -ted et -na 5e _ =rTj arrc .eater r DrLme-kat]On: rec!L-r,e era y_afnoQrre..e.usble rrstt.o1 resoL:rees: 4nnm!=;-5 the rffL= end ftcVOing flr r-race-•-i= a••d re,~ti 1qg geenhause Gas crnissiocG ar7d otnc- = :.-o•+rne:•1� r!--nil a rrtrs1onz_ . E_,ts= 3r _-d rm='e �e�t artc�.�ew�dc err�irrccrir --.--m ndards tnat an= rabu-t, MMwb-or.-nent. • E=se= E_-IS •-cl:5-_rh oisa mnd hazard manep_-nent er= -ev=ors==zns. In9haewed. erFati-EMSimriderrterr wall -ZMjM eo= roptArbm carrectrL%e a-�on.L bo prevent rao=rrente at the n • = Ic mticr r wall ss efl-ass-the exrterMrl'.e. . F�avide tn-inir.G b3 sr-rplo'rces 713 sup313rt c33mprror%=e r.ith d is p=iiCie as -well as our EHS star<Fm-cs praMrarrn and rnar.aGcert:-L-r t'Wed~ices. k Mar C-uslt&rn l t Oc llC3o-srm w:--"r o..r a LTbarhers ta de•re{op ana provicm p-DdL-=ts and aemr•Aces tfrst Frc4^r meet a exceed tfx:r EHS o-;ecty--e%_ . rsa-n•e to car mr-uelly fnpcmyo the esm%-worrrenml p_rfe-rtiarue uFaLrmradtioft Y Orr Supq* Orin %fersdms and Busin ims Purtrress - . Expe.=t oLf L%mnck rs. bu-.�irrss partners. car•-o-mc6ors, service prir.-Omm sand oLstnbtaor= t= uphold their r=-r*_-rat to aa4-ply v-&--h 0Lc- EFG paficies as eM"L'3adrMd rr OL `535­.-__ oa^4.- r3:Y.- C; Can&uct'. . CaILm.3orsre wr-.h ctir :.._ _- e-: =_ =rood- t!hrx EM5 p-oGkmwu snd perFcrrrsrrce enc scfve,m!� mut ml ,mlue f-z rrr so._r cl EH5 nr�-bce=_ ? Our 9hreho8dvs • Er;-.-- toLhkin .:aus irn=rv,renragt rn aLr E)-Z parr-rlanee by est-mb14al- r vnrld-dam is 2+, rn_ma.rino our per'onrar•:=c nWeirtt -h sm t>-its. and pL,nlicly corn-r-:.:ni catirsr. our per-7o-rnanoe scczkrd-VPe r- drr Birs:r.-z�• InoorpMCXq-wte Ei S mad wr;tmirra.iPvt _-13nsidera--3ns ,o o.,r da=nkwT7rekirsg Lrroac_sm4-_inckacL--% dLb= 6en13= dyrirLp.rne-ems artd:zcq%ta7trgrs. • Irnplerr. ert and vaiLdahe ourEHS rnareigcrni rt sI?scern2� to _rourc der- arc im m1ry-nrnera .uim m+tr.-natiar•al sbkndardm ' %" tgexe EHs 13estpre.7ices mr•.-- velLim bl-- 7 A N r E' C H A O L 4 G I E S Ir-=L Iaxrncr!acrmskhe errter3naeandrrrratonmlmrvd intemetiar-,V f+3. urn: with oL� pees. it 01L'u nrr+unib. - QJ cnrnu—imte end 'r-drea EMS oonoerns wizhim the =-r,rnL�-utie; where o.rrfa.:jkbez are4s=ob ri r Coprriu!iicme aLs EH5 =;-3lici oo all Sur mmplayees. bL=iress sssac;stes: -=ustarne:-ssnd erurureitisauailablr ot-rr. --tokchokrerarrd the p:r_•lic. � RgBLrlertaryr,ALrtFlarisies r Gr= r•p4ty 1ti�_n o- -=F Cie"_' rN L'I rem -r rvt`, Qf ElobaI �1 arom naI mete one local stssutes rzigula-lons end s-a-:dsrcI:_ w.µirJ: _-rcm= &m enwAx srrrne-t '-eeltr s:rk safert - In eX msc. %-Aelcher ar rw!- apprrmble Lmwrar,c r =t`etrms e=cir. we will appb}- sound IF45 rns+e!;er-rr..t prectims r Caa-rdLr_� �=rrLar Srrter*ra7 and- kFurrr-per=y a edit to sezFT cD--npZsrce vri& EMS neGulakry rcqLt7--Lmo+ =, anc ca.T„prnrn-1 --tMr-ffa-c�ds. t At1col tltu-=rre-.pir•re4-.snts srdkc_ep ab-ersta= reSalarcrr dtiarig esar.3at�rncdag,xl irn¢samrL-- Fto:ee End Res ponsfbiIitio=4tirEraerp-ineEHSstaf},Je:d by the s_r•r- =Ce=reE:derd or S6313arl .7rvlatians srrn rMteGrateDd .' hojr .7-__omsl Ls.e fur es*ab lL-hu-Y pa". .a• e s coT=•r_ == _-d re:imLving d-re c3-r,psrer. s E-HS pe =c V z: -m wl:' _ __ _za snit Icsie>-ship =n a regular 13e>4ki. E re _ r_d =er = - _ _ _ nepers are rvzpc iNe end:reM acr_ _ _ cac+e €-_-- _. _ - 'hie poky,, e&.hm5rrg adequate rr=-rx e. _ _=e-•r-- 7 _--e^teGam Site lever Mara mm en= :-_;pen-:==r_ ar- rE_= Yrs =1e ==r• EI15 per'rxrnenoe in-6Gir are a€ +3rasit end arc opc,=bnd 4o Amr,orust�7mte teha-:lor q:e Ls cc-e 'c with a cuItL:%-a of world -class El-I5 per;z mar m. 511Y. rna-mEer.-re nt ranee srrd reapM-L.Mbilitrev for =-= are early de:arr_ ss necessary, wilitin co�r-=s:.. =c-::= to ,a= =_sa-�tio�s er:v proRtr. Thew roles e-nd-esp=rcitrihLr_= u2i Se aancssed. cc<uxul.led anti rnmi5ved Bond cur d=•= nil be d.esi•o in.+3l•,e=A an r sere = --�h at a1i5ect any of t-t =,1 ss?aL� l MSdV. errplu cco ens ro- rr rear: _ -c :aL-^d EH5 p-s ct =as L-to t�ieir every dare moLv" -m xa:is arrd Targrtm In cc -der to ca-nma= =.= etc c.'! -fie .Ye cc-idr.L--.-4 arc waHd s tmiM min. anC rr•-nss_Y- rs-.see er.= cc+r_rrranreete au- pe F-z rre nsm ooen.-c -E - .. - _ _". a '__ ■r: ate o-x het k17h arr+ a_=_-i ozijectn _ -3 Zs+o In�u-r _r.= Inc.;e-rt BC=n dVe .=rLer darn Ta crsure cDn.-L:e-t irnpra.,er+mf,t an our- Eh%S prr-ForTnanrs, uVw_ ere%Lre aLr Eris Mar$ernzrt Sysoem rmrrfarrms to- fir squ- .14ckpL and 154 4 500 L s2mnmrds_ We =r- t3prually cr%gn" di.sr;e rm!KzKdder FrouparClecclPp tD get *a!lr rnp'.rts- and err Sack =- nu- EriS per`ar narrx. ThmuG�i t�- �s cornfl- r%=-rt tt: -e-r nc t!-e mmFetr. m=ze..t• and c�virorrrrmrrml sum-taorabi it, _ _ _ --all waa-be*rre of CtUr cr.3laycc and x_inrs = _-- _-= T-_rre Ta�;rn=iaEies rameTFrrns its carpo--mte sL.=:e _ _ _ _ trowa.M b,L.sines= escrllencc air e=r_=r !bIc !;�3ba1 C cam13 r7 oe a=e n. Th u p 13 Rcy vn I I be re,-iewed anrr_-m4`Fand updated as reedec'-' Iwrrsd C;R%% F€rasrdw mar atad: J•up_L.M 3 _ Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved 21 Environmental, Health & Safety: Trane Texas -North Louisiana Region \ HVAC-R Environmental, Health & Safety Texas -North Louisiana HVAC-R SAFETY IS A VALUE. PRIORITIES CAN CHANGE BUT TRANE'S CORE VALUES ARE CONSTANT THROUGHOUT OUR CULTURE. Safety culture and management `accountability' go beyond traditional safety and health management. All levels of management and supervision share in the responsibility for the development, implementation and maintenance of the program. Safety is a line management function and an integral part of doing business. The purpose of the Texas -North Louisiana EHS program is to: • Promote the proper attitudes towards injury and Illness prevention, as well as improve the safety performance of the facility. w Reach and maintain zero injuries Integrate safety and health practices into management planning for all operations Enhance safety performance by seeking continuous, incremental improvements through job analysis and standard operating procedures To move beyond compliance with standards and develop a positive, proactive safety culture through long- _ term commitment and a sustained effort by all employees. EHS MANAGEMENT PROGRAM The environmental, health and safety management system includes the following four main elements: 1. Management Commitment and Employee Involvement. 2. Worksite Analysis. 3. Hazard Recognition, Prevention and Control. 4. Safety and Health Training. MANAGEMENT COMMITMENT AND EMPLOYEE INVOLVEMENT Trane's management commitment and employee involvement are complementary and form the core of our EHS program. Trane management regards the environment, and worker safety and health as a fundamental value. Management's commitment provides the motivating force and the resources to meet Trane's EHS processes' expectations. The Management -Based Safety Process is designed to accomplish three objectives: 1. Management clearly communicating safety expectations to all associates. 2. Associates adhering to those expectations and safely performing all job duties/tasks. 3. Management holding all associates accountable for meeting those expectations The Management -Based Safety Process is based on the following Principles: ■ Senior Management controls the organization's safety performance. ■ Management is financially accountable for safety performance and with monthly metrics reporting. ■ The majority of all incidents are the results of improper decisions and unsafe behaviors. ■ Most incidents/hazards have occurred previously with or without serious consequences. ■ Management is actively involved in risk reduction activities and manages safety performance outcomes. ■ Associates are actively involved in hazard recognition and correction. ■ Management clearly communicates to all TCS associates their safety expectations and strongly enforces compliance with those expectations. ■ Associates follow all safety expectations and are held accountable when they fail to meet those expectations. Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 Cell: 512.789.9965 1 Email: ryan.hite@trane.com 41 © 2016 Trane U.S. Inc. All Rights Reserved Employee Involvement Employee involvement provides the means by which workers develop and express their own commitment to EHS for themselves and for their fellow workers. Trane employees participate in: ■ All employees are asked to utilize STOP WORK AUTHORITY when he/she feels or determines safety and health is at risk. ■ All employees are asked to submit Safety Concerns through our EHS Operating System in order to identify, track and correct safety hazards in the work place. ■ All employees are required to complete monthly PPE Inspections to help ensure they have the needed equipment for their work and it is in safe working condition. ■ Field employees throughout the Texas District participate on the EHS Committee to drive ownership of their EHS Program and help contribute to the continuous improvement culture that directly impacts their daily work. WORKSITE ANALYSIS Trane's EHS process outlines worksite analysis to identify existing hazards, and conditions and operations in which changes might occur to create new hazards. Trane Texas -North Louisiana has implemented the following processes: Behavior Based Safety (BBS) Field Observations focuses on what we do and why we do it. Each question in the observation process is meant to drive discussion around the topic. Open, honest, and respectful communication is essential to identifying and correcting issues. There are 7 questions included in the BBS Observation to discuss with the person(s) involved. If the answer to any question is "no", the information is submitted as a finding in the EHS Management System so we can track the issue to closure and identify trends that may help us provide a safer work environment for everyone. BBS Observations — Leadership/Managers/Supervisors: ■ Conducting BBS Observations demonstrates management involvement in assessing worker safety at their workplace. The goal in conducting BBS Observations versus traditional field safety "inspections" is continual improvement within the culture and employee engagement in our Safety Program. ■ BBS Observations are designed to capture Positive Behaviors and coach employees on what can be done to improve and correct behaviors that could lead to employee injuries. ■ BBS Observations focus on Employee Attitude, PPE, Tools & Equipment, Lockout Tagout, Ergonomics, Workplace Conditions and Standard Work. Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 Cell: 512.789.9965 I Email: ryan.hite@trane.com 51 © 2016 Trane U.S. Inc. All Rights Reserved ■ While BBS Observations are conducted to detect positive behaviors, safe work area conditions, verify behavioral and physical hazard corrections and provide immediate positive associate feedback — disciplinary action may still be taken when safety violations occur. PreJob Safety Assessments ■ A common issue associated with our business is the unpredictability of safety hazards that may exist at customer location job sites. When our associate arrives on site, he/she must often determine the actions needed to address a problem, assess the methods and means needed to make the repair or service, and determine the safest way to conduct the work. The purpose of the PreJob Safety Assessment (PJSA) is to always take the necessary time needed before the work begins to identify the hazards the employee is working with or near. We believe employees will greatly reduce their risk of getting injured by identifying the specific hazards at their work site and planning they will remove, mitigate, and protect themselves from these hazards. ■ The PJSA tool is also a regulatory requirement to conduct this type of hazard assessment prior to beginning work. This is an online tool conducted by the technician utilizing our EHS Operating System. HAZARD PREVENTION AND CONTROL HVAC-R has established procedures to correct or control present or potential hazards. Engineering Controls ■ Trane Sales and Distribution offices work closely with our customers and Trane manufacturing to eliminate hazards by engineering controls when possible. Administrative Controls ■ Trane has established safe work practices and procedures. These practices and procedures are communicated through training, positive reinforcement, correction of unsafe performance, and if necessary through Trane's disciplinary policy. Personal Protective Equipment (PPE) ■ Provide PPE when engineering and administrative controls are infeasible. Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 6 I Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved EHS TRAINING ■ EHS training is an essential component of Trane's EHS process. Training is provided on a monthly and quarterly basis to all employees through HSI/Vivid Online Safety and hands-on classroom training for specific topics depending on regulatory and company policy requirements.. Supervisors - Supervisor EHS Training Topics: ■ EHS responsibilities. ■ Hazard Identification. ■ Behavior Based Safety Management. ■ Correcting Unsafe Behavior. Technicians - Technicians Training Topics: (Include but not limited to) ■ Electrical Safety (Includes NFPA 70E) ■ Hazardous Energy Control (LOTO) ■ Hazardous Communication ■ Hearing Conservation ■ PPE (Head, Face & Eyes, Hand, Foot and body) ■ Fall Protection ■ Safe Driving ■ Compressed Gas Cylinder ■ Asbestos Awareness ■ DOT Hazardous Material Transportation ■ Gantry Crane & Rigging ■ Refrigerant Safe Handling ■ Refrigerant Management ■ Emergency Action Plan ■ Fire Prevention & Fire Extinguisher ■ Ergonomics ■ Ladder ■ Slip, Trip & Falls ■ Inclement Weather ■ Incident Reporting ■ Hot Work ■ Used Oil & Waste Management Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 7 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved TRANE'S EHS WRITTEN PROGRAM The Texas -North Louisiana Region Sales and Distribution offices are required to comply with Trane's written policies and procedures. ■ Management -Based Safety Process ■ Hazardous Energy Control (LOTO) ■ Hearing Conservation ■ Hazard Communications ■ Fall Protection ■ Electrical Safety Procedures ■ Hot Work Procedures ■ Personal Protective Equipment ■ Contractor EHS Procedures ■ Handling and Disposal of Used Oil, Hazardous Waste, Universal Waste ■ Environmental ■ Refrigerant Management ■ Transporting Hazardous Material THE FOLLOWING DOCUMENTS AND RATES ARE BELOW: ■ Experience Modification Rate on Insurer's Letter ■ OSHA 300A Logs — Past three years ■ Total Case Incident Rates — Past Three Years ■ Lost Workday Case Incident Rate — Past Three Years ■ Trane Technologies Experience Modification Rates Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 $ Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved MARSH April 5, 2023 Trane Technologies plc 860 Beaty -St, Buildng E Davidson, INC 2863E Mich aela Grasshoff, ARM Serior Wrce Preaideni M arsh USA Inc. 1166 Avenue vrlhe AmEnuas Flew York, NY s 0036-2774 iS 212 345 2744 m i o h a e 1 a. gras s h of&m a rs h. oom wwar rearsh.c1wn Subject: Trana LI.S Inc_ITrane Energy Services,+Trane Technologies Company LLC Company LLC Interstate Ex.penence Modifrcalion Factor To whom it rna y concern, Rease be advised that the five-year April 17. 2023 — April 17, 2024 Trane Technologies Company ILLCf Trane U-S. Inc„ including all subsidiaries Interstate Experience Modification Factor (EMR) is as iollovr-,: Effective Date Experience Modification Factors 4117119-24 .55 4117l2o-21 .60 4M V21-22 .59 411722-23 .61 40723-24 .75 Should you nave any questions or require any addMorral assiMafwe. please cw not neeitate to contact us. Sincerely, '� �Pwrid Michaela Grasshoff, ARM Senior Vice President SOlU1'I>}N5��r�FC C�trIGFvE�_ A,r�b f}ElIVr.'�rU MARSH & WLENNAN C'zhPp.� N it5 Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved 91 OSHA's Form 300A Summary of Work -Related Injuries and Illnesses Au sshdtrrmrnn t„: e- V �, .v^ ,.1 ,--­,'_ Pafa a_s s�:„�„ .y w,,- .,, -I as xM- rraYd m7wwt a dws;w xr,vred OYrrp IRe yet IQWr*"W n rorrw ma Log Jo wore mat me arms are CWA,** am acaara Da4Ya (.011"rmq ays A.nmaiy Using Ins Lag 01". holm cam. Eman)eea fo,' en "s.. roue ae iJWV tee 0SH4 Frxm 300 m ✓a a *&y TN-y 6W nor Imled &rOeM to ma OSHA Fam 301 Or As "q OW W 19 CFR Put PW4 37 r QSHAa %wia,aep ag ry k. br t OwdnHds m rev a $s Fraoatlna 1w fnw fnm15 Total number of Total number of Total numhec of total number of va!t� with days caws ujth fob 4Rhe1 mwdkle dcaihs aw3L FI0111 uurk [caLL+FAY el leslritlian tia12a 1 (G) (li) {I tJj rotak nnmber of dal\ (Mat number of dava of aw'dv Irtmt w,,& Job Traosftr or Restnown Q (K' (l1 1L.Iai mlalbeJ ci. IN) I I I In3tuacs 7 (4) Poisrmiaes 0 121 Skin diwI&B 0 (5i Hearing Loss i1 Ill nwkiiihal 0 IGI ALI,4her Ilk— +_1 Post this Summary page from February 1 to April 30 of the year following the year covered by the form. I�hIY npmnng DLrden.raf fhq apteC�Gn d erbneVhoa A esnTand ro a�f�aQe Sf7 miMei per nspanfr InntVing ame h ntMw lie Y»rts![f.NNn, taa'cn And ¢AehN:he doh headed ara compere red �lvMw AY cnwcnan d �nntar Pusans oh na+nq+,vMb r►ipaid ro fM cau[aw d �rhhmranri i.HMu d aslirinys a canuvy vuv Ctafa rava'r nrmas Ayaa raw Any rnmmeroi eat rt moss.s mars w A r xhr Aspeen a ma Gu ooaseman contact us pepAM wn a Lars GSHA GH oe d StAaxfKx. Rona A'- 3aAa. 2W Con9 K0wA," NW Wa:nungron X 7071 l o rot sentl n cpmpkrad fawns to- cos dote Year 2022 0 U.S Department of Labor Occupmfonal Safery XW heahh A"Irisr,.Is. Establishment InforMation Your establishmentrwne SVC. Texas North LouisioDa company Nanw Trane Technulwis stew Lin Carrollion Slaw 71P un Wusui ",fiption teg.itanlfurrhir ofowa' naukthnierst Sixulhrd WusltiA date,! w4m (SICI.ffknaon (e.g. NIC)713J t6_i 1699 OR Nod Ameritaa todu.,vial Clauiikuion INAICSI.it'kmrerl te.g.. 3362121 Tli.i! EmploylrAW 10brRT OM Annual average number of empl,Ke 571 Thal hour wmknl h% all empinynes la-4 year j,j}fi Ya Sign here LQ, hnrm'ingh rnkslAiox tka, mwumeal mar mnh is a (We. f cWiR that I lute exammtd thtc document �! that Io the hest of my kwmlaSge the enims arc tole. wurate. and o,irp€etc Jennifer Felsburg Vice President. Regional General Manager Company Executive Title 469.758-3000 January 19, 2023 Phone Date Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved 101 OSHA's Form 300A Summary of Work -Related Injuries and Illnesses AO esraahshmex�ds tnv[vedby Fa4 IM muarca ;A" me &rmary page. eren J ao nos*-refm mtrnes or 0e year. Remeraper m renew the Wp ,o mttw fhe v,*vs am campfire andaxc " Wkm mmp*ing os sa wy !tang the Lug. oaux the in mAW erbnea yin made for each uMgoy Then wnh dw orals Defoe, making s a yx him aakfed ft m1nes hum every page d Ore Lag Yyw hadm caaer. w * T' t:mprbyeaa fine ermbyeea, ant+ rhearep"eaerdanvea have me ng ,: ro renew Nre OW Form JOO m da evmary nmy au nave mow gaga ra me OSHA Fwm 301 or 1f aqy Iml $ee 29 CFR Parr 1gp6 3S, N 0$NAS ae0.NiRepVng neY I�'raNiW deteeA M 611 AeMaf proNsims hY nw#hints Total au der of Total minim of Total number of Total number of cases with das^s cases with Job other t<cntdable deaths away fmm w irk Iranfer or resFt 0FOO auks Il 1 S 1 (G) (H) (T) {Ij Total numher of day. Total number of day, of away from work JA* Trat kr a Rcsvt.uon ]a ALI (K) 0.1 Total sumbor of.. M jl y lnlur es 141 Poisotl ngs 11 0skin divsnfsxa Q 151 Hearing Loss Q j3lbepiramfv Making (1 161Allntber illnesses ll Past this summary page tram February 1 to April 30 of the year following the year covered by the form. Fl,nlerepadnybrtdenforI&T"' owceolemaaonreastmaraiNaraea;eWillmweeperno-v t9P,.noorvAntetogmo. meffla"CW0,SX"andNow rho mewa MMIaQ 4'ad mrryJela A� re+MW the mnlernm of adetmat�m Parsing NO rot ngDVadk res,Amd ro fhe ttirkrnm of anhtmAlan �+s'aas a dr§Wya a crxeatly vAAd Caf9 cmpaf rnDnbrr fryw hexe arrycsvrrhede e6oul rxae estrneka a eny Dxrrr eepecfsdA'ria dare cdlPceen ctmlerf US Department dlabca. OSHA 4fha dSMlnsaca Room M BEM. M Ca.70 u w Anerw. NW. WeaN nytou, OC 2021C. Do nd Aend ma Dn*grt W bma ro rho out Year 20210 U.S Department of Labor DccuplW 0 Sakly and Hrvflh Admmisrranon Establishment lnlomfatlon Your establishment name WC-TexasNarth TAwkianna ('o,npAny \am< Trane Technologies stt r 1617 Hutton Or City Carmlijpfl state L= ZIP Indwtry dMIVtion (ag. Akofalum nfmwor rrvck uuiim) Sutndard fnduslrid C[assificrijm ISIC),il"bown rr.g.81C3713! OR North American lodtutnal Clawrkaboa iNAIC51.ifk %-n le.g., 336217.1 R11i1 Employment Information Annual average m nkr of employees 511 Total horn worked by all employees fast year 1d01.149 Sign here Ann+sigg falsiftiiwg this document MA' resell in a time, lrYrifv that [have e,ranined this dtreotmnl and that ur the h"l of 1% 1.11rrol.de: The entries are true, accurate. and waiplele. - fI �1Y •_— Region General Manager Company Execrrave Title 469-7%30M January 24, 2022 Phone Date Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 1 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved OSHA's Form 300A Summary of Work -Related Injuries and Illnesses Aha;Wkhrm & wm%d by Part I K4 rrwaf cw pis this Srmmary papa. a ,Wpo worn- Wa¢edrryvriss or#kmm a occrmaddmmp the y w Rerrambwfo realew the Lop tb vd.4 fh* one share Gr•rrpfeO g fhia swhmary Usft the Lag•=rar the,v rAo envies You mace rcr each cafaywy. Thori Mttt Ne MRa5 GGteN, meixy swv YM have added the aeons frcry eMy PWa daho Log. if VM had no caeec -rf.'0' Egikoyees, famsrampfoyees. and tharrvpmaanfaaa+aa haw me For rore wdoe OSFA Fomr 39,ndo snerefy. Tidy dw hear hmiad excess to die OSHA R-m 301 or ieagw fanf. See 79 VSP Part19d1-.M,hQ5H4a IRe, for W., dit&M ere eweas Pma ksPo Irbheseixrne. Total numher of Total number of Total number of Total number of caseswith days Casomith Job other recordable deaths away from work transfer 6r roalrlctioh cases R IL 4 2- (GI ih1 (11 G) Total number of days Total number of daysof aufaytr6m Wbtk JobTranslernr Resulcdon 1 i2lL IK! (Q Total number t . In1 V1 inpulas (4)Polsonmgs 0 (2) SkIn diaord6i% Q (5) Hearing Loss Q 01 Reaplrahlory eGMilitm ❑ (6) All other {ynesses 1 Post this Surnroary page from February i to April 30 of the year following the year covered by the fonin, P,kmc nftu*gbwskn *Nis ee➢ M ofhdwmahbncsafrm*dm ayara4r •inc3ui'' &W torek*wft inehw6br4• aw and YerhVhMo d44 needed, andconAte and ntaewthe Y.I. d W.—&sa-Po— ern eat req—d M.-A dia Verad.M. dWomrebon anfeea so4v1q. a mrrcndy a4906f6 eo WM nher flavu have soy avmmanb obw.i yww eerft asks or any 008specro&flea"a nuPediv mnraot USN artr t of Labor- OSHA CW, of SYehabw. Room M 3'W"Co Awgon Avarua. ArN( waemnpw, Dt X21A D. nata m Pm camp,2ed Items n ih. T. Year 2020 1/ U.S Department of Cabof 0ccapsrloaar Sarery end Ha4nh Amadelarretton Establishment Informatlon Your establishment name avr.. T xze Nn l n, iivia= COMPAIIyNaMa Trans Tenhrdl iwws Street 1617111 Dr ii j' rrna ll= State Texas LIP mtw_ Induslry description 1a-g-Marufaclure of motor truck traders) StarWardIodustrlalClass ealbntSkC},Ifli;o.g.SIC3715j 7g23 75987598 OR North American Industrial Class'dicauontNAfC3jif known ie.g..K6212} 81131 Employment Information Annual avefagenumber of emplpyees in Total lours worked by all ernpk7yfa9 last year 1,121.873 Sign hem /- --I;;- cV1__ __ t i(riuWingly falslfying Ihia dmumenl may reedit ih a fine. I certify drat 1 have examined this document and that to to bast of my klrowledge the 8r Wo$ 2re lr u e aLYarate,an d wr-*ur . Johnny Brown RGM Company Execori TWO 46�L-75E-3000 February 1, 2021 Phone Date Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 12 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved TEXAS -NORTH LOUISIANA REGION EHS METRICS HVAC-R's Standard Industrial Classification (SIC): 7623 / 7699 North American Industrial Classification (NAICS): 811310 Metric 2022 2021 2020 Number of Days Away from Work 0 10 0 Days Away From Work Cases /Number of Lost Time Incidents 0 1 0 Number of Recordable Incidents 7 7 6 Job Transfer Or Restriction Cases 6 5 4 Number of Days of Restricted Work Activity 401 472 126 Lost Time Incident Rate w/Restricted Duty(DART) 1.05 1.09 .71 Job Transfer or Restriction / Restricted Duty Rate (RWA) 1.05 .91 .74 Days Away From Work Rate (DAFW Rate) / Lost Time Incident Rate (LTIR) 0 .18 0 Total Recordable Case Rate (TRIR) 1.22 1.27 1.07 Experience Modification Rate (EMR) .61 .59 .60 OSHA Violations 0 0 0 Man-hours 1146942 1,101,169 1,121,873 Trane Commercial Systems Environmental, Health & Safety — Texas -North Louisiana Region HVAC-R Ryan Hite 11617 Hutton Drive I Carrollton, TX 75006 13 Cell: 512.789.9965 1 Email: ryan.hite@trane.com © 2016 Trane U.S. Inc. All Rights Reserved PART IV Trane Technologies plc Consolidated Statements of Earnings In millions, except per share amounts FOR THE YEARS ENDED DECEMBER 31, 2022 2021 2020 Net revenues Products $ 10,930.8 $ 9,498.8 $ 8,372.5 Services 5,060.9 4,637.6 4,082.2 15, 991.7 14,136.4 12,454.7 Costs and expenses Cost of products sold (7,935.2) (6,843.1) (6,146.3) Cost of services sold (3,091.7) (2,823.7) (2,505.0) Selling and administrative expenses (2,545.9) (2,446.3) (2,270.6) Operating income 2,418.9 2,023.3 1,532.8 Interest expense (223.5) (233.7) (248.7) Other income/(expense), net (23.3) 1.1 4.1 Earnings before income taxes 2,172.1 1,790.7 1,288.2 Provision for income taxes (375.9) (333.5) (296.8) Earnings from continuing operations 1,796.2 1,457.2 991.4 Discontinued operations, net of tax (21.5) (20.6) (121.4) Net earnings 1,774.7 1,436.6 870.0 Less: Net earnings from continuing operations attributable to noncontrolling interests (18.2) (13.2) (14.2) Less: Net earnings from discontinuing operations attributable to noncontrolling interests - - (0.9) Net earnings attributable to Trane Technologies plc $ 1,756.5 $ 1,423.4 $ 854.9 Amounts attributable to Trane Technologies plc ordinary shareholders: Continuing operations $ 1,778.0 $ 1,444.0 $ 977.2 Discontinued operations (21.5) (20.6) (122.3) Net earnings $ 1,756.5 $ 1,423.4 $ 854.9 Earnings (loss) per share attributable to Trane Technologies plc ordinary shareholders: Basic: Continuing operations $ 7.65 $ 6.05 $ 4.07 Discontinued operations (0.10) (0.09) (0.51) Net earnings $ 7.55 $ 5.96 $ 3.56 Diluted: Continuing operations $ 7.57 $ 5.96 $ 4.02 Discontinued operations (0.09) (0.09) (0.50) Net earnings $ 7.48 $ 5.87 $ 3.52 See accompanying notes to Consolidated Financial Statements. F-4 71? / \ N - TECHNOLOGIES PART IV Trane Technologies plc Consolidated Statements of Comprehensive Income In millions FOR THE YEARS ENDED DECEMBER 31, Net earnings Other comprehensive income (loss): Currency translation Cash flow hedges Unrealized net gains (losses) arising during period Net (gains) losses reclassified into earnings Tax (expense) benefit Total cash flow hedges, net of tax Pension and OPEB adjustments: Prior service costs for the period Net actuarial gains (losses) for the period Amortization reclassified into earnings Net curtailment and settlement (gains) losses reclassified to earnings Currency translation and other Tax (expense) benefit Total pension and OPEB adjustments, net of tax Other comprehensive income (loss), net of tax Comprehensive income, net of tax Less: Comprehensive income attributable to noncontrolling interests Comprehensive income attributable to Trane Technologies plc See accompanying notes to Consolidated l-inancial Statements 2022 2021 2020 $ 1,774.7 $ 1,436.6 $ 870.0 (202.7) (122.7) 261.5 (24.3) 1.6 3.3 10.2 (6.4) 1.9 2.5 1.1 - (11.6) (3.7) 5.2 (3.3) 0.3 (1.9) 54.2 111.4 (52.5) 21.6 38.6 43.4 15.0 8.0 (1.8) 12.7 5.2 (10.4) (16.1) (43.7) (0.7) 84.1 119.8 (23.9) (130.2) (6.6) 242.8 $ 1,644.5 $ 1,430.0 $ 1,112.8 (16.6) (12.7) (17.8) $ 1,627.9 $ 1,417.3 $ 1,095.0 2022 Annual Report F-5 Product Code Product Description 2023 Proposed Buyboard Multipliers 20 Standalone Fans 0.420 42 Standalone Fans 0.458 CenTraVacTM Centrifugal Water -Cooled 47 Chillers - Series S (180-390 Tons) 0.403 Performance Climate ChangerTm Air Handler - 50 Unit Sizes 3-120. 0.420 51 Semi Custom Non Mkt 0.398 73 Variable Air Volume Units 0.406 Water Source Heat Pumps - Commercial High 75 Efficiency Water -to -water 0.390 77 Classroom Shelving 0.470 78 WSHP Hose Kits 0.450 81 Cooling Coils / Surefit 0.470 82 Heating Coils / Surefit 0.460 100 ZN511 Products Discontinued 103 MP501 Products Discontinued 107 End Devices and Sensors 0.520 114 Remote and Unit Mounted Starters 0.520 Water Source Heat Pumps - Optional Factory 126 Mounted Controls 0.460 134 Packaged Gas Heating Units 0.440 135 Gas Unit Heaters 0.458 136 Hydronic Unit Heaters (S & P) 0.477 (175-450 Tons) - 153 Utilize a single compressor/single circuit design 0.432 Air Cooled Series R® Rotary Liquid Chillers 154 (130-500 Tons) 0.442 157 Remote Condenser 0.411 160 Sm Split Coil/Furnace Accy 0.405 161 Light Commercial Unit (LCU) Heaters 0.431 Water Source Heat Pumps - High Efficiency 176 Horizontal 0.416 Low Voltage Controls for Performance Climate 200 Changer Air Handling Units 0.408 201 Refrigerant Monitor 0.550 223 UniTrane Fan Coil Controls 0.420 231 Impack Hi Eff AC 1 ph 0.429 232 Impack Hi Eff AC 3ph 0.419 236 Electric Unit Heater 0.452 237 Impack Hi Eff GE 1 ph 0.419 238 Impack Hi Eff GE 3ph 0.417 239 Impack Hi Eff HP 1 ph 0.426 241 Impack Hi Eff HP 3ph 0.421 242 Unit Ventilator Controls 0.455 253 Trane Custom PV/PE 0.400 260 Trane Custom Fort Smith Ctrls 0.400 267 Commercial Self -Contained 0.410 277 Force -Flo Cabinet Heater 0.414 278 UniTrane Fan -Coil 0.432 283 VAV DDC Controls 0.550 289 Precedent G/E - 3-10 Ton Accessories 0.424 290 Blower Coil Air Handler 0.465 292 Blower Coil Controls 0.424 293 Fan Powered DDC Controls 0.446 326 Rooftop WSHP 0.403 327 Variable Speed WSHP 0.398 Water Source Heat Pumps - High Efficiency 331 Console 0.432 332 Water Source Heat Pump - Vertical Stack 0.420 CenTraVacTM Centrifugal Water -Cooled 347 Chillers - Series L (400-1800 Tons) Discontinued 351 Odyssey Split System Accessoriers 0.420 Split System Air -Cooled Condensing Units (20 - 361 60 tons) 0.420 Split System Air -Cooled Condensing Units (80 - 362 120 tons) 0.420 373 VAV Fan Powered Terminal Units 0.400 Single -Zone Rooftop Air Conditioners (27 1/2 - 382 50 tons) VoyagerTM III 0.424 Single -Zone Rooftop Air Conditioners (20 - 75 383 tons) IntelliPakTM 0.432 Split System Air -Cooled Condensing Units (20 - 385 60 tons) 0.474 Split System Air -Cooled Condensing Units (80 - 386 120 tons) 0.474 390 Voyager II Access - 12.5-25 Ton - Accessories 0.408 391 Small Split System Air Handler Accessories 0.408 393 90-130T IntelliPak Rooftop 0.419 401 Over/Under Heat Pumps 0.360 Odyssey Split System Heat Pumps (6-20 Tons, 411 60 HZ) 0.420 413 Sm Split Coils 0.419 415 Impack Accessory 0.434 Odyssey Split System Air Handlers (5-20 Tons, 416 60 HZ) 0.416 Odyssey Split System Air Conditioners 419 Handleers (5-20 Tons, 60 HZ) 0.416 Small Split System Air Handlers, Single Phase, 420 Hyperion & XB TEM 0.416 Accessories for Small Split Systems, Single 425 Phase 0.428 426 2-6 T 1 Ph Split Syst Cool 0.399 427 1-6 Ton Split System Cooling 0.393 428 Small Split System Heat Pumps, Single Phase 0.420 429 1-6 Ton Split System Heat Pump 0.388 431 Sm Split Gas Furnaces 0.397 437 Comm Self -Contain (Slimline) 0.423 447 Commercial Air Cool Condenser 0.423 Voyager IlAccess - 12.5-25 Ton - Packaged 463 Optional Electric Heat/Cooling Rooftop Unit 0.420 Voyager II Access - 12.5-20 Ton - Packaged 465 Heat Pump/Cooling Rooftop Unit 0.420 Voyager II Access - 12.5-25 Ton - Packaged 467 Gas Heat/Cooling Rooftop Unit 0.420 504 90-150T IntelliPak II Rooftop 0.420 PrecedentTM Packaged Rooftop AC products, 3- 513 5 Tons, Gas/Electric, single phase 60 Hz 0.473 Conditioner, 17.5 SEER, 3-5 Tons, 514 Gas/Electric, 3 phase 60 Hz 0.473 PrecedentTM Packaged Rooftop AC products, 3- 515 5 Tons, Heat Pump, single phase 60 Hz 0.473 PrecedentTm HP, 3-10 Tons Heat Pump 516 Packaged Rooftop Unit, 3 phase 60Hz 0.473 PrecedentTM Packaged Rooftop AC products, 3- 517 5 Tons, Cooling, single phase 60 Hz 0.473 Conditioner, 17.5 SEER, 3-5 Tons, Cooling, 3 518 phase 60 Hz 0.473 534 AFD R'newal 0.624 536 Tracer UC600 0.630 575 Variable Refrigerant Flow (VRF) 0.630 639 ZN517 Products 0.630 640 VV551 Products 0.630 641 MP503 Products 0.630 642 EX2 Products 0.630 643 Enterprise Server 0.630 645 ZN521 Products 0.630 Air -Cooled Scroll Liquid Chiller (20-130 Tons) - 664 Uses HFC-410A refrigerant. 0.459 Water -Cooled Series R® Rotary Liquid Chillers 703 (60-250 Tons) 0.420 711 Ductless Split Systems 0.417 716 Ductless Split Systems 0.417 747 Med Press Mag Cent Chiller 0.410 884 1.5-5T HP Outdoor 1 ph Hi Eff 0.410 885 Sm Split Hi-Eff Gas Furnaces 0.410 886 Sm Split Hi-Eff Air Handlers 0.410 887 1.5-5T AC Outdoor 1 ph Hi Eff 0.410 StealthTM Helical Rotary Chiller (Model RTAE, 895 150-300 tons) Discontinued 947 Centrifugal Chiller ECTV 0.416 Performance Climate Changers Air Handler 958 UCCA 0.473 Performance Climate Changers Air Handler 959 controls 0.473 965 3-6 Ton Package Rooftop E/E 0.440 966 3-6 Ton Package Rooftop G/E 0.440 968 Foundation Accessories 0.440 969 15-25 Ton Package Rooftop E/E 0.440 970 15-25 Ton Package Rooftop G/E 0.440 1009 Tracer SC 0.578 1247 Wireless Controls 0.578 1250 XM Expansion Modules 0.578 1251 Enclosures 0.578 RTAF 90 to 250 Ton Air Cooled Chiller (115 - 1254 500 Tons) 0.420 1276 Trane Custom TCFS 0.388 1281 IntelliPAK w/Symbio 0.389 1301 HR Fan Coils 0.399 1307 A/C Scroll Chiller 0.403 1308 Mini -Split P-Series 0.406 1309 Mini -Split M-Series 0.384 1310 VRF-City Multi 0.375 1312 Calmac Ice Tank Systems 0.459 1316 LEV 0.440 1317 PUMY 0.410 1318 Lossnay ERV 0.430 1319 Premisys 0.410 1320 ACR Air Cooled Chiller 0.434 1334 High Eff Gas Unit Heater 0.430 1336 VRF and Mini -Split Accessories 0.561 1337 VRF and Mini -Split Controls 0.561 1338 ACRB Premium Efficiency 0.380 1340 Smart Thermostats 0.420 1355 New Hi Eff WSHP 0.390 1356 New Std Eff WSHP 0.400 1368 7.5-12.5 T Pkg G/E 0.420 1369 7.5-12.5 T Pkg E/E 0.430 1374 Trane Mixed Air Unit 0.440 1380 Potable Hot Water Heat Pump 0.450 1381 Synexis Units 0.440 1382 Synexis Accessories 0.440 1383 Synexis Consumables 0.440 1413 12.5-25 Ton Precedent 0.400 1417 VRF-Hybrid 0.400 1489 Prec CLR Accy 0.400 1502 Blower Coil BCXE 0.460 1526 Rooftop WSHP 0.430 1592 BCXE Blower Coil Controls 0.470 1613 3-12.5 Ton Precedent 0.400 1689 Prec LHV Accy 0.400 1310 NE VRF-City Multi 0.430 1316 NE LEV 0.460 1317 NE PUMY 0.460 1318 NE Lossnay ERV 0.460 1319 NE Premisys 0.460 1337 NE JV Controls 0.460 1417 NE VRF-Hybrid 0.440 Buy / Sell Products (General 20% Discount from Trane Standard Partner Mark-up) Alliance Custom Air Handling Untis Discontinued Arctic Chiller Group Magnetic Bearing and Modular Style Chillers 1.00 ATB Systems Automated Tube Brushing Systems 1.00 Acoustical Products & Systems Sound BIRD Noise Attenuation 1.00 Calmac Ice Storage Tanks 1.00 Packaged Pumping Systems Packaged Canariis Central Plants 1.00 Precise Airflow Control & Pressurization for CRC Hospitals and Laboratories 1.00 DN Tanks Chilled Water thermal storage tanks 1.00 EvergreenUV, LLC UV Lights and Environmental Disinfection 1.00 Genesis Air Trane Catalytic Air Cleaner 1.00 MJC Air Turnover Units & Coil Coatings 1.00 Multi Aqua Chilled Water Ductless Fan Coil Units 1.00 Phenomenal Aire IAQ Products 1.00 Stulz Computer Room & Data Center AC Units 1.00 Energy Recovery Ventilators Thybar Custom Roof Curbs 1.00 Tower Tech Non Corrosive Cooling Towers 1.00 Trane Drives TR200 — Trane VFDs 1.00 Ingenia High Customer AHUs 1.00 Buv-Board Labor Rates Not to Exceed Hourly Labor Rate for Installation of HVAC Filter Change Out Service Not to Exceed Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products Not to Exceed Non -Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products Not to Exceed Standard Hourly Labor Rate for Project Management of HVAC Building Automation System Installation Not to Exceed Standard Hourly Labor Rate for System Design of HVAC Building Automation System Installation Engineer $ 165.00 $ 209.00 $ 418.00 $ 260.00 $ 209.00 John `rev, 209 418 DATE (MMIDorY) CERTIFICATE OF LIABILITY INSURANCE I m s„rzfl�3 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement($). PROGUCER tCOp�NfT CT Michaels GraBBhoff, ARM MARSH & MCLENNAN COMPANIES I�NpNE FAX 1166 Avenue of the Americas E-MAIL IL Extj: 212-3452794 (AIC, No): New York NY 10036 A DRIESS. Michaela.Grasshoff@marsh.com ATTN: 212-345-6000 INSURER(S) AFFORDING COVERAGE NJUC R COMPANY A: Old Republic Insurance Company 24147 INSURED COMPANY B: Travelers Indemnity Co of America 25666 Trane U.S. Inc. dba Trane COMPANY C: Travelers Property Casualty Co of Amer 25674 800E Beaty Street Davidson, NC 28036 United States COVERAGES CERTIFICATE NUMBER: 728160 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. W!R }•s ADDL SUER. TYPE OF INSURANCE POLiCYNUMM POLICY EFF POLICY EXP LII E+ �MMERCIALGENERAL LIABILITY tVWZY317456-23 4I1712023 4117I2 EACH OCCURRENCE 510.ODO,000.00 x DAMAGE TO RFJYTEO _ $1'000,UOO.DO rT'ME CLAIMS -MADE OCCUR REMISESIEaacwnence] ELEMENT POLLUTION UA09UTY MEf1 EXP [Any one {1BIeIX1] 10,000.00 X CONTRACTUAL LIABILITY PERSONAL S ADV INJURY $10,000.000.00 GENT. AGGREGATE LIMIT APPLIES PER- $10,000,000.00 POLICY JECT X LOC _GENERALAGGREGATE PRODUCTS • COMPIOP AGG $10,000,000.00 OTHER: policy aggregate $20,000,000.00 A AuromosiLELimmurr MWTB 317455-23 4117f2023 4117=4 tX e� li INOLELIMIT $10,000,000,00 ANY AUTO BODILY INJURY (Per person) OWNED BODILY INJURY (Per accident} AUTOS ONLY HIRED AUTO$ igNGVMEO PROPERTYDAMAGE AUTOS ONLY AUTDBONLY fpwaccldentl YSICA PHYSICAL APO -Self Itlsured $ GAmAaEj eEL>= INS. UMBRELLA UAB OCCUR EACH OCCURRENCE EXCESS UAB ��--1{I CLAIMS -MADE AGGREGATE DED RETENTION S WORKERS COMPENSATION UB-8 M35413A-23d1-K LADS) AND EMPLOYERS'LIABILITY YIN UB-91-W0%.23-51-D(MN) ANYPROPRIETORIPARTNER/EXECUTNE UB-8M3703W23-51-R (Z,MA,OR,YA) OFFECERWEMBEREXCLUDED7 NIA TWXJ-VB-7434L45A-23(OH) (Mandatary in NH) if under DSCRIPTIOOF OPERATIONS below 41171=3 4MTr102t 4117=23 4 "MM 4117=23 4117JZp24 4/1712023 4117*024 X PER ERA $3,000,Do0.00 EL EACH ACCIDENT S3,000,000.00 E.L. DISEASE - EA EMPLOYEE E.L. DISEASE -POLICY LIMIT S3,DDD.000.00 DESCRIPTION OF OPERATIONS! LOCATIONS I VEHICLES (ACCM 101, Additional Ramaras Schadule, may be eHachad it mWe specs le required) Please see page 2 for additional information. CERTIFICATE HOLDER CANCELLATION Evidence of Insurance SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Untied States ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVF Marsh USA, Inc. BY Michaels Grasahaf, ARM ©1988-2016 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD Requested By:Marsh TraneTechnologies ,aco►rr� ADDITIONAL REMARKS SCHEDULE AGENCY NAMED INSURED Trans U.S Inc. di Trans 800E Beaty Street EaMison, 128036 United Stales EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUM5ER: FORM TITLE: Evidence of Insurance is included as Additional Insured where required by contract with respect to General Llabiiity pursuant to applicable endorsement. Evidence of Insurance are included as Additional Insured where required by contract with respect to Automobile Liability pursuant to applicable endorsement. Job description: For Purposes of l Submission and General Evidence of Insurance For questions regarding this certificate of insurance contact: Marsh TraneTechnologies Email: Trane.Certificates@marsh.com Phone- ACORD 101 (2008101) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD IL 10 (12106) OLD REPUBLIC INSURANCE COMPANY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - WHERE REQUIRED UNDER CONTRACT OR AGREEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART/FORM It is agreed that such insurance as is afforded by the policy applies subject to the following provisions: SECTION II -WHO IS AN INSURED is amended to include as an additional insured: Any person or organization to whom you become obligated to include as an additional insured under this policy, as a result of any written contract or agreement you enter into which requires you to furnish insurance to that person or organization of the type provided by this policy, but only with respect to liability to the extent caused by you and arising out of your operations, including both continuing and completed operations, or premises owned by or rented to you; or 2. Any designated person or organization, designated by you in writing to us, but only with respect to liability to the extent caused by you and arising out of your operations or premises owned by or rented to you and provided the "bodily injury', "property damage" or "personal and advertising injury" occurs subsequent to your written request to designate such person or organization as additional insured. However, the insurance provided will not exceed the lesser of: a. The coverage and/or limits of this policy; or b. The coverage and/or limits required by said contract or agreement. GL 017 003 0423 Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc., with its permission_ MWZY 317456 23 Trane Technologies Company LLC 04/17/23 - 04/17/24 0ua4tyr Assurance Pmart+ C�ualIf cart Ians — Tram LIB Inc The Trane fluaaicyr Management Sy+slem Is corn pllarvt wLth t5O RMIL and many of auw farilliJeL -carryr 15Q 9WIL certifical Ion. WE! u3* a iaj'.L: a$m5mera procfS' baMW ark Milwlrrl RAIde i8Lh 10 ahrlu-111V MMC55 and imp+dwr -QWe OW We useAx STIRM W ►R.a+k t"hinlWOS tQ -COrFtlrMi SIV Inipf0we Our processes Ouaki;V Propam Delad firane OualbtyMan L SyStOM DesCrlptloa Foundatlarr-150 SIM All Trasie Marltrfatturing rocatioms hau* a quallfy rr AnaSermeril :PrdgaTn whh pr1r1r:l01es based on quirliLy manmgement practices as described in ISO 9001- 15+0 90 I regfstralibrl is required by same maTtuFacturiM locallon in s tl5fy mMmer snei;i catlocm qr regijhrememts. duality+ Manmi- e-ni: TmIs Tranre has adopted several qualoty teals that pry u#Ihitmo to Lrnprm clelh V dl grkaIlty produas 4hd Je to trout cigLorners- thcst jadrs Include: Six Ygieat — SiN 5lgma ii a &&Cipllone fLr *provinij The quilKy aF arve ptoduct yr pi-00�5sv Far Trarle Js a Dbrnprebensi7e app{vach tit lmpraving ever%lIving we dD. In our hsmft aid air uxelldon4Ag buslnes5, 4DuF 5ih SlgmQ Liffart is facu5ing on wayr€ W Improve paudytt da5?gn—!mmi` of a+ir iecgAt modish, Fpr oh:wmpF*, npw hit fewev p#rtl and jwgi domed to bt MVI't durfbIR anCt 4eflOr to art [Otalrk. W&+ 'Ye a45o been J 2aing at vw ayes to Intrear.2 the production bevels of key CORW70000ts of dui air Corrdilivning sytttems, Fur example, If we can produre uwNt defect -free parts 11[ would be Bice adldlgr more pJachKtt n capacity—withou[ adding extra fo%f_ DemiMnd flow T04hTnohDV — ManUf-gCtuii-Iq phlEwuphy ulifdVrrp tuA*1-lime conepis that Wrproves product qujkiq and manufatturbiq am dud ityr by Heaving as -d a as possible tD onL-plece Mirw and + A*e"ndeF build to cuslonmar order- OFF was first impbe+r mmed at Team In lye$_ Lean --CrpniMl nad aper;Ung pMrllosophy+ rrs8pe�d wfter the T(iyota Pmdwtico $ym Lhat emphosites wip5M e0mirratlon and providing valima to The Custom& Ire all Fxet! ♦oFOo bminess, Lein NhIr+king4 4*ing N tt oitidInto Traners quality managean nt. pragr m darting Jn and World Class OuRllty Mariagerr eni;ys#ern In RM5, Trme launched an Imlw0w: w ma++derdl:a the QUtlltyr arnerl[ S"I'M M 5a1 g1010 NPMh SS sites. Thill hn iatWA wul gow For wtn non Promi s#at dsedU loo. Qnsistencyr and lowraging cI best In CMss perlo=rnandL Tltie Malcolm OaldridoNationAl CKcMily Aw&rd C Leila is utilized as me basis forassess4rrg process Worrrarcce with the 3 rrt of achieving hest in rLi ss gwformanKe ire -all :�u!Jne!5s prar e55es that gt M Tcone oMmrhe+rs, Iniauitry sttnd4rd CeTraNackwis ■ I5O 90 . BwL etc, ■ [MM jCapabil" Maturlly rMdWj LevRI 1-4 ■ Maicalm galdrfte Nat4onarl t]ujilly Aw;rcl ■ �o�ipTl� ■ 5+ri Sigma p.racesses an* procedures a -re ime-grated iinto eves aspect of our bushmeM Bonding Capacity CH lJ B B Federal Insurance Company 202E Balls 4Gll Road Whitehouse Simi". NJ 09989-3454 Attn! Matthew Pierce 212-M-3119 No\ember i. 2022 Re: Trane U.S. Inc. — Bonding Capacity To Whom 11 Mav Concern: Federal Insurance Company, a corporation under the laws of the State of Indiana, with an office and place of business located at 202B Halls Mill Road, Wlitehouse Station. NJ 08839, represents Trane U.S. Inc. for its surety_ bonding needs. As of the date of this writing, Trane U.S. Inc. remains in good standing with Federal Insurance Company, which is affording continued surety credit for bonded obligations with single project sizes up to M 00.(X)0,000 within an aggregate bonded surety program of $300,000,000. This letter is not to be construed as an agreement to provide surety bonds for am particular project, but is offered as an indication of Federal Insurance Company's past experience and confidence in the firm. Federal Insurance Company reserves the right to review terms and conditions of any proposals. contract documents, bond forms, financial arrangements and other underwriting considerations at the time the contract is awarded. If you have any questions or need any additional information, please do not hesitate to contact me. Sincerely, Jessica lannotta. Attomcy-in-Fact Federal Insurance Company A++ (Superior) by A. M. Best Financial Size Category XV CHUBBe Power of Attorney Federal insurance Company I Vigilant Insurance Company I Pacific Indemnity Company Westchester Fire Insurance Company I ACE American Insurance Company Know All by These Pry that FEDERAL U45URANCE COMPANY. an Indiana corporation. VWA AMr INSURANCE COMPANY, a New York eNfnxalion. PACIFIC INDEMNITY COMPANY. a Wis[vmsin colyoraliom i m.r.nns.na. FIRE INSURANCE COMPANY and ACE AMERICAN INSURANCE COMPANY mr-poraliorts of the Conrmnnwealth of Penmylvania, cb each herehycou tinne:u d appoint Jessica lannotta each as (heir true and lawful Attomey-In-Fan to execute under such designation in [brit• names and to affix their cotporate seals to and deliver for and on their Lehatras surety thereon or oche Ise. bonds and undertakings and other wi ttitlgs obligatory in the nature thereof (odder than bail bonds) given or exeru ied in the course of thusuress. and any instrumerus amending or altering the sane and consents to the modification or alteration of any instrument referred to in said bonds or oblVatiomc In Wilneva Whereof. said FEDERAL INSURANCE COMPANY, VIGILANT INSURANCE COMPANY, PACIFIC INDEMlVrIY COMPANY, srem.s.amran FORE INSURANCE COMPANY and ACE AMERICAN INSURANCE COMPANY have each executer and attested Iliese presents and affixed [heir corporateseals nn this I& day -,f'MarclL 2020. J fq IAlv.n %I Chk(— wl,licr} 11 Hankl,V :PrtNdtiu STATE OF NL%V JERSEY County of Hunterdon On this 10" day of MarcIL 2=0 before me, a Notary Public of New Jersey personally came Dawn M. chloros and Stephen M. Haney, to me known to be Assistant Secretary and Vice President, re-gxrtively, of FEDERAL INSURANCE COMPANY, VIGILANT INSURANCE COMPANY, PACIFIC INDEMNITY COMPANY, VVFNTI7HfESTFR FIRE INSURANCE COMPANY and :ICE AM ERICAN INSURANCE. COMPANY, the companies which executed the foregoing Power of Attorney, and the said Dawn M. Ch Toros and Stephen M. Haney, being by me duly sworn, severally and each far herself and himself did depose and say that they are AssistantSecretary and Vice fhesideul. respectively, of FEDERAL INSURANCE COMPANY, ATGIIANT INSURANCE COMPANY, PACIFIC INDEMNITY COMPANY, IiT STCHFSTER FIRE INSURANCE COMPANY and ,ICE AMLTRICAN INSURANCE COMPANY and know the corporate seals thereof. that the seals affixed to the foregoing Power of Attorney are siren[ corporate seals and was thereto affixed by audnmity of said Companies: and that their sigmiures as such officers were duly affixed and subscribed by like authority. Notarial Seal KATHERINE J. ADEVUR 7 T+Ut NOTARY PUBLIC OF NEW JERSEY {PUBLIC s No 231M95 C. _ txnnMa,on Fop— JWy re. 2B2a ,Yana%t'uMle J_ERgc� CERTi WATTC+N Resolttlonsadopted by the Hoards of Directors of FEDERAL INSURANCE COMPANY, Mlt-kNT INSURANCE COMPANY. and PACIFIC INDl:M%L,ry COm mNY on Auguu 30.201Q WEE' IIESTERFIREINSURANCECOMPANYonDecemberif,2(xx;,andACEAMERICANINSURANCECOMPANYonMarch2D.2(IOf): 'RLWLVEU. dial the fallowing amharimoons relate to the eneludon. for and on hrhaUof the Company. of bonds, hmder ialmigL recoil lances. curtoacu and other written ewrrrnldrtenlx elf the Campauy entered Into In the ordlmrycourseof bnslness feadh a •Wrinen CormNrment-I: ill Fadn of the Chlimami, the Resident and the Vim !residents of theta Wanylsherexecut hy authorized toeeanyWritten Cormrtrmem formdmbehatfofthe(uxnpeny.mderthe seat affhe Companyorotherw•Ire- Qi Fade dolt' appointed attorneybefact of the Coupany Is hereby authorized to execute any Written Cormnturenn for and on haw of [be Company, under the seal of the (:marry or otherwise, to the extent that such action fs authormd by the grant of powers prmIded for hisuds lie 's written appofnmhem as such auomey.in-fam (31 Fad1 of the Chairman, the President and the Vke PmWems of the Company is hereby authorized for and of behalf of the Company. to apphu In wridw any per= die anomey, In-facr of the Company with full power andaudhcTity [o execute, for ;red on behaRofdte Company. under the seal of the CurhpanYa�Irlwdse. stub Wduen Ccxmnimnents of Ate Conpinvas inav 11e specified In such wnaen apixAMWFIL wlhlch spedfLmtlwh may he by genera! tvpe ar class of Written Commitment or hysped9catim or erne or mare panfndar Wn[ten Camnitment. (4) Each of the Chat =L the President and doe llre Presdenu of the Company is herehv aohortred. for aid on hehalfof the Company. tadelegate in wntlrlglo amp tier a�crr ofdm Cotpanv the audtority io exm w. far aid wi behalf of the Comp air. under the Cotrrpanys seal or otherwise. such W rinen Commlim nu of the Company as are specified in such wrhtendelepdon,wtstrhspedhadon may be by general typeor dwof Written Corm uinems or byspecillralim ofone or mom pxUular Written Crnm ltments. (5) The silpnune of am' -Nicer or other person eti—zing any Write-, Conndtmem nr appolmmment or delepatlm Pursuant to this Resolution. and the seal of the Conwarly, maybe ailhed by fatsUnUr on such Written Commitmem or written appotmnlmu or delegalto - FURTHER R; WLVED. that die foregoing Resululloi shall nol bedeer—I tm Ire an exduslveslatenient of die puwcrs aid audhorhy of dll—s. employees and Wier persons to an for and on behhalfof the Company. and such Resolution shall not hums or mhera'Waffect theexerci of anvswhpoweror aurhaityouherwlse validlygranted or vested: I. Dawn M. (A1lorm Assistant Scrrcraty of FEDERAL INSURANCE COMPANY. VIGILANT INSURANCE COMPANY, PACIFIC INDEMNITY COMPANY. WFSTC10STER FIRE INSURANCE COMPANY and ACE AMERICAN INSURANCE COMPANY (the'Companies-i do hereby trrl(fr that U) the foregoing Resolutions adnpied by the Board of Directors of the Companies are true, correct and in full force aml effect. (II) are foregoing Power ofAnorneyistrue. correct and infull force and effect. (avenuntiermyh:mdand,c lso(saideompanicsat%VNiEhimw$iatiun ,4).ihis Novembers, 2022 lkmn l). Chlr=K ,lw:a:tn SmTCtiar} IN THE EVENT' IO)U W L%I TO VERIFI'THE AUTHFNTICrrYOFTHtSWND OR NOTIFY USOFANYOTHER NATTER. PLEASECONTACT THAT: TeIeohme&)1n- 3.3M Faxl9i181903-xx e-mag: 9n Ivdodnthbrorn Combined FEEWG.R.WFIC.AAIC trey 11-19) FEDERAL INSURANCE COMPANY STATEMENT OF ASSETS, LIABILITIES AND SURPLUS TO POLICYHOLDERS Statulcry 11a 3 December 31. 2021 (in thousands) ASSETS Cash and Short Term Investments S (587,306) United States Government, State and Municipal Bonds 4.271,534 Other Bonds 5,804,613 Stacks 875.568 Other Invested Assets 1447.712 TOTAL INVESTMENTS 12,022-201 Investmenm in AFaietes: Great Northam Ina. Co. 414,838 Violent Ins. Co. $54.690 Chubb indemnity Ins. Co 163,242 Chubb National Ins. Cc 190,801 Other AfflIstes 116,373 Premiums Receivable 1,726,653 Other Assets 3.078.466 LIABILITIES AND SURPLUS TO POLICYHOLDERS Outstanding Lasses and Loss ERPe "B 5 8701,393 Relnsumnue Payiibla on Losses and Expenses 1 484,196 Unearno Premiums 2,400,7111 Ceded Rsinsuranos Prefnlums Payabie 366,332 Other Liabiltdes 486,472 TOTAL LIABILITIES 13 451,D94 Caphal Stock 2o,980 Peld-In Surplus 2.711,474 Unassigned Funds 1,903,622 SURPLUS TO POLICYHOLDERS 4,635,976 TOTAL LIABILITIES AND TOTAL ADMITTED ASSETS S 1808T 070 SURPLUS 518,087,010 investraents am valued in accordance wdh requirements of the NBriorn] Ams,odaeon of Insurance Commissioners At December 31, 2021. investments with a carrying vaiuo of S509.065,182 ware depos4ed with gpvemment authorities as required by low STATE DF PENNSYLVANIA COUNTY OF PHILADELPHIA John Taylor, being duN swum, says that he is Senior Vice President of Federal Insurance Company and that to the beat of his knowledW and belief the Foreg�oijng iitM1a true and correct state211 nmeennt ofthesaid Corrmanys hnandel mnditon as o1 the 31 at day of 0"mber, 2021 Swom betom maAYS 1 Y I(A Ik 16, r 21 Cr _ If mmm ssb � pl . Commonwealth of Pennsylvania- Notary Seal Jaime L. Yates, Notary Public Phllade)phle County My commission expires September 19. 2023 Commission dumber 136707D Member, PenosylvaNPAssociaeon of Notaries CHUBB SURETY BOND CORPORATE SEAL NOTICE AND ADDENDUM In an effort to facilitate the use of our respective corporate seals during the COVID-19 pandemic, FEDERAL INSURANCE COMPANY ("FEDERAL") has authorized its respective Attorneys -in -Fact to affix FEDERAL'S corporate seal to any surety bond executed on behalf of FEDERAL by any such Attorney -in -Fact by attaching this Notice and Addendum to said bond. To the extent this Notice and Addendum is attached to a surety bond that is executed on behalf of FEDERAL by its Attorney -in -Fact, FEDERAL hereby agrees that the corporate seal below for FEDERAL shall be deemed affixed to said bond to the same extent as if its raised corporate seal was physically affixed to the face of the bond. Dated this 30th day of March, 2020. FEDERAL INSURANCE COMPANY t 9 Stephen M. Haney, Vice President Catalog/Pricelist (Attachment required) REQUIRED -In Excel or PDF format, upload catalog (s)/pricelist(s) in accordance with proposal invitation instructions. Vendors shall submit catalog(s)/pricelist(s) with their Proposal response or Proposal will not be considered. No paper catalogs or manufacturer/vendor websites will be accepted. File size must not exceed 250MB. (Please DO NOT password protect uploaded files.) Exceptions and/or Detailed Information Related to Discount % and/or Hourly Labor Rate Proposed In PDF format and if necessary, vendor shall attach detailed information regarding exceptions to pricing and/or discount percentage and define the services that are proposed to be provided. NOTE: IF DETAILED INFORMATION IS NOT SUBMITTED, PROPOSAL MAY NOT BE CONSIDERED. (Please DO NOT password protect uploaded files.) Company Profile (Attachment required) REQUIRED -Information on awarded Cooperative Contracts is available to Cooperative Members on the BuyBoard website. If your company is awarded a Contract under this Proposal Invitation, please provide a brief company description that you would like to have included with your company profile on the BuyBoard website. Submit your company profile in a separate file, in Word format, with your Proposal. (Note: Vendor is solely responsible for any content provided for inclusion on the BuyBoard website. The Cooperative reserves the right to exclude or remove any content in its sole discretion, with or without prior notice, including but not limited to any content deemed by the Cooperative to be inappropriate, irrelevant to the Contract, inaccurate, or misleading.) Manufacturer Authorization Letter(s) (Attachment required) REQUIRED - Upload Manufacturer Authorization Letter(s) in PDF format. A Vendor proposing on Section I: HVAC Equipment, Products, and Supplies; Specification Lines 1-3; shall be authorized by the manufacturer to sell, install, and service the brand(s) of product(s) proposed. Proposer's responding to this proposal invitation shall submit an approval letter from each manufacturer for each product line proposed. Manufacturer authorization letters must include the regions in which product may be sold. Manufacturers responding directly to this proposal invitation, in lieu of an authorization letter, shall submit a written explanation that the company is the manufacturer of the product line(s) proposed. License for HVAC Installation/Repair Services (Attachment required) Vendor's responding to this Proposal Invitation for installation and repair services shall submit copy of their license from the Texas Department of License and Regulations. If a proposer will serve outside the State of Texas, a copy of Proposer's license from the appropriate licensing agency for the state(s) the vendor proposes shall be provided. Vendors that assert they are not required to maintain such a license for the proposed installation and repair services shall submit a written explanation supporting their assertion. IRS Form W-9 Request for Taxpayer Identification Number and Certification (Attachment required) REQUIRED -In PDF format, upload W-9 form. (Please DO NOT password protect uploaded files.) Bid Attributes 1 Federal Identification Number Federal Identification Number 25-0900465 (Required: Maximum 20 characters allowed) 2 I HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification Page 3 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 3 No Israel Boycott Certification 4 5 A Texas governmental entity may not enter into a contract with a value of $100,000 or more that is to be paid wholly or partly from public funds with a company (excluding a sole proprietorship) that has 10 or more full-time employees for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. (TEX. GOV'T CODE Ch. 2270). Accordingly, this certification form is included to the extent required by law. "Boycott Israel" means refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli -controlled territory, but does not include an action made for ordinary business purposes. TEX. GOV'T CODE §808.001(1). By signature on the Compliance Forms Signature Page, to the extent applicable, I certify and verify that Vendor does not boycott Israel and will not boycott Israel during the term of any contract awarded under this Proposal Invitation, that this certification is true, complete and accurate, and that I am authorized by my company to make this certification. ® Yes ❑ No (Required: Check only one) No Excluded Nation or Foreign Terrorist Organization Certification Chapter 2252 of the Texas Government Code provides that a Texas governmental entity may not enter into a contract with a company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization — specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Government affirmatively declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions regime relating to a foreign terrorist organization is not subject to the contract prohibition.) By signature on the Compliance Forms Signature Page, I certify and verify that Vendor is not on the Texas Comptroller's list identified above; that this certification is true, complete and accurate; and that I am authorized by my company to make this certification. 54 Yes ❑ No (Required: Check only one) MWBE/HUB Status Certification A Proposer that has been certified as a Historically Underutilized Business (also known as a Minority/Women Business Enterprise or "MWBE" and all referred to in this form as a "HUB") is encouraged to indicate its HUB certification status when responding to this Proposal Invitation. The BuyBoard website will indicate HUB certifications for awarded Vendors that properly indicate and document their HUB certification on this form. certify that my company has been certified as a MWBE/HUB in the following categories: (Please check all that apply) 6 Minority Owned Business Minority Owned Business ❑ Minority Owned Business (Optional: Check if applicable) 7 1 Women Owned Business Women Owned Business ❑ Women Owned Business (Optional: Check if applicable) Page 4 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 8 Service -Disabled Veteran Owned Business Service -Disabled Veteran Owned Business (veteran defined by 38 U.S.C. §101(2), who has a service -connected disability as defined by 38 U.S.C. § 101(16), and who has a disability rating of 20% or more as determined by the U. S. Department of Veterans Affairs or Department of Defense) ❑ Service -Disabled Veteran Owned Business (Optional: Check if applicable) 9 Certification Number Certification Number (Optional: Maximum 100 characters allowed) 1 Name of Certifying Agency U Certifying Agency (Optional: Maximum 100 characters allowed) 1 Non-MWBE/HUB 1 My company has NOT been certified as a MWBE/HUB IN Non -HUB (Optional: Check if applicable) 1 Vendor General Contact Information 2 Proposal/Contract General Contact Information 1 Vendor Proposal/Contract Contact Name 3 Vendor Proposal/Contract Contact Name Denise Herrera (Required: Maximum 100 characters allowed) 1 Vendor Proposal/Contract Contact E-mail Address 4 Vendor Proposal/Contract Contact E-mail Address denise. herrerata'�trane.com (Required: Maximum 100 characters allowed) 1 Vendor Proposal/Contract Mailing Address 5 Vendor Proposal/Contract Mailing Address 9535 Ball Street, Suite 1100 (Required: Maximum 100 characters allowed) Page 5 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Vendor Proposal/Contact Mailing Address - City 6 Vendor Proposal/Contact Mailing Address - City San Antonio (Required: Maximum 100 characters allowed) 1 Vendor Proposal/Contact Mailing Address - State 7 Vendor Proposal/Contact Mailing Address - State (Abbreviate State Name) Texas (Required: Maximum 3 characters allowed) 1 Vendor Proposal/Contact Mailing Address - Zip Code 8 Vendor Proposal/Contact Mailing Address - Zip Code 78217 (Required: Maximum 30 characters allowed) 1 Vendor Proposal/Contact Phone Number 9 Vendor Proposal/Contact Phone Number (xxx-xxx-)o=) 210-516-1772 (Required: Maximum 30 characters allowed) 2 Vendor Proposal/Contact Extension Number 0 Vendor Proposal/Contact Extension Number (Optional: Maximum 30 characters allowed) 2 Company Website 1 Company Website (www.xxxxx.com) www.trane.com (Required: Maximum 100 characters allowed) Page 6 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 2 Purchase Orders Contact Information 2 All Purchase Orders from Cooperative members will be available through the Internet. Vendors need Internet access and at least one e-mail address so that notification of new orders can be sent to the Internet contact when a new purchase order arrives. An information guide will be provided to Vendors to assist them with retrieving their orders. Please select options below for receipt of Purchase Orders and provide the requested information: • I will use the internet to receive Purchase Orders at the following address ® Yes ❑ No (Required: Check only one) 2 Purchase Order E-mail Address 3 Purchase Order E-mail Address denise.herrera antrane.com (Required: Maximum 100 characters allowed) 2 Purchase Order Contact Name 4 Purchase Order Contact Name Denise Herrera (Required: Maximum 100 characters allowed) 2 Purchase Order Contact Phone Number 5 Purchase Order Contact Phone Number ()=-xxx-x>=) 210-516-1772 (Required: Maximum 30 characters allowed) 2 Purchase Order Contact Extension Number 6 Purchase Order Contact Extension Number (Optional: Maximum 30 characters allowed) 2 Alternate Purchase Order E-mail Address 7 Alternate Purchase Order E-mail Address (Optional: Maximum 100 characters allowed) Page 7 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 2 Alternate Purchase Order Contact Name 8 Alternate Purchase Order Contact Name (Optional: Maximum 100 characters allowed) 2 Alternate Purchase Order Contact Phone Number 9 Alternate Purchase Order Contact Phone Number (xxx-xxx-xxxx) (Optional: Maximum 30 characters allowed) 3 Alternate Purchase Order Contact Extension Number U Alternate Purchase Order Contact Extension Number (Optional: Maximum 30 characters allowed) 3 Purchase Orders Contact Information All Purchase Orders from Cooperative members will be available through the Internet. Vendors need Internet access and at least one e-mail address so that notification of new orders can be sent to the Internet contact when a new purchase order arrives. An information guide will be provided to Vendors to assist them with retrieving their orders. Please select options below for receipt of Purchase Orders and provide the requested information: • Purchase Orders may be received by the Designated Dealer(s) identified on my company's Dealer Designation form as provided to the Cooperative administrator. I understand that my company shall remain responsible for the Contract and the performance of all Designated Dealers under and in accordance with the Contract. 13 Yes ❑ No (Required: Check only one) 3 Request for Quotes (RFQ) 2 Cooperative members will send RFQs to you by e-mail denise.herrera@trane.com 3 Request for Quote (RFQ) E-mail Address 3 Request for Quote (RFQ) E-mail Address denise.herrera@trane.com (Required: Maximum 100 characters allowed) Please provide e-mail addresses for the receipt of RFQs: Page 8 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 3 Request for Quote (RFQ) Contact Name 4 Request for Quote (RFQ) Contact Name Denise Herrera (Required: Maximum 100 characters allowed) 3 Request for Quote (RFQ) Contact Phone Number 5 Request for Quote (RFQ) Contact Phone Number (xxx-xxx-=(x) 210-516-1772 (Required: Maximum 30 characters allowed) 3 Request for Quote (RFQ) Contact Extension Number 6 Request for Quote (RFQ) Contact Extension Number (Optional: Maximum 30 characters allowed) 3 Alternate Request for Quote (RFQ) E-mail Address 7 Alternate Request for Quote (RFQ) E-mail Address (Optional: Maximum 100 characters allowed) 3 Alternate Request for Quote (RFQ) Contact Name 8 Alternate Request for Quote (RFQ) Contact Name (Optional: Maximum 100 characters allowed) 3 Alternate Request for Quote (RFQ) Contact Phone Number 9 Alternate Request for Quote (RFQ) Contact Phone Number (xxx-xxx-xxxx) (Optional: Maximum 30 characters allowed) 4 Alternate Request for Quote (RFQ) Contact Extension Number U Alternate Request for Quote (RFQ) Contact Extension Number (Optional: Maximum 30 characters allowed) Page 9 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 4 Invoices Your company will be billed monthly for the service fee due under a Contract awarded under this Proposal Invitation. All invoices are available on the BuyBoard website and e-mail notifications will be sent when they are ready to be retrieved. 4 Invoices 2 Please choose only one (11 of the following options for receipt of invoices and provide the requested information: (a) Service fee invoices and related communications should be provided directly to my company at: or (b) In lieu of my company, I request and authorize all service fee invoices to be provided directly to the following billing agent: If Vendor authorizes a billing agent to receive and process service fee invoices, in accordance with the General Terms and Conditions of the Contract, Vendor specifically acknowledges and agrees that nothing in that designation shall relieve Vendor of its responsibilities and obligations under the Contract including, but not limited to, payment of all service fees under any Contract awarded Vendor. 13Service fee invoices and notices direct to company ❑ Billing Agent Authorization (Required: Check only one) 4 Invoice Company Name 3 Invoice Company Name Trane U.S. Inc (Required: Maximum 100 characters allowed) 4 Invoice Company Department Name 4 Invoice Company Department Name Attn: Denise Herrera (Required: Maximum 100 characters allowed) 4 Invoice Contact Name 5 Invoice Contact Name Denise Herrero (Required: Maximum 100 characters allowed) 4 Invoice Mailing Address 6 Invoice Mailing Address (P.O. Box or Street Address) 9535 Ball Street, Suite 1100 (Required: Maximum 100 characters allowed) Page 10 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 4 Invoice Mailing Address - City 7 Invoice Mailing Address - City San Antonio (Required: Maximum 30 characters allowed) 4 Invoice Mailing Address - State 8 Invoice Mailing Address - State (Abbreviate State Name) Texas (Required: Maximum 3 characters allowed) 4 Invoice Mailing Address - Zip Code 9 Invoice Mailing Address (Zip Code) 78217 (Required: Maximum 30 characters allowed) 5 Invoice Contact Phone Number U Invoice Contact Phone Number (xxx-xxx-xxxx) 210-516-1772 (Required: Maximum 30 characters allowed) 5 Invoice Contact Extension Number 1 Invoice Contact Extension Number (Optional: Maximum 30 characters allowed) 5 Invoice Contact Fax Number 2 Invoice Contact Fax Number (xxx-xxx-xxxx) (Optional: Maximum 30 characters allowed) 5 Invoice Contact E-mail Address 3 Invoice Contact E-mail den ise.herrera(a)trane.com (Required: Maximum 100 characters allowed) Page 11 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 5 Invoice Contact Alternate E-mail Address 4 Invoice Contact Alternate E-mail Address (Optional: Maximum 100 characters allowed) 5 Billing Agent Company Name 5 Billing Agent Company Name (Optional: Maximum 100 characters allowed) 5 Billing Agent Department Name 6 Billing Agent Department Name (Optional: Maximum 100 characters allowed) 5 Billing Agent Contact Name 7 Billing Agent Contact Name (Optional: Maximum 100 characters allowed) 5 Billing Agent Mailing Address 8 Billing Agent Mailing Address (P.O. Box or Street Address) (Optional: Maximum 100 characters allowed) 5 Billing Agent Mailing Address - City 9 Billing Agent Mailing Address - City (Optional: Maximum 30 characters allowed) 6 Billing Agent Mailing Address - State U Billing Agent Mailing Address - State (Abbreviate State Name) (Optional: Maximum 3 characters allowed) Page 12 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 6 Billing Agent Mailing Address - Zip Code 1 Billing Agent Mailing Address - Zip Code (Optional: Maximum 30 characters allowed) 6 Billing Agent Contact Phone Number 2 Billing Agent Contact Phone Number (xxx-)(xx-xxxx) (Optional: Maximum 30 characters allowed) 6 Billing Agent Contact Extension Number 3 Billing Agent Contact Extension Number (Optional: Maximum 30 characters allowed) 6 Billing Agent Fax Number 4 Billing Agent Fax Number (Optional: Maximum 30 characters allowed) 6 Billing Agent Contact E-mail Address 5 Billing Agent Contact E-mail Address (Optional: Maximum 100 characters allowed) 6 Billing Agent Alternative E-mail Address 6 Billing Agent Alternative E-mail Address (Optional: Maximum 100 characters allowed) 6 Shipping Via 7 Common Carrier, Company Truck, Prepaid and Add to Invoice, or Other ® Common Carrier ❑ Company Truck ❑ Prepaid and Add to Invoice ❑ Other (Required: Check only one) Page 13 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 6 Payment Terms 8 Note: Vendor payment terms must comply with the BuyBoard General Terms and Conditions and the Texas Prompt Payment Act (Texas Government Code Ch. 2251). 30 days (Required: Maximum 100 characters allowed) 6 Vendor's Internal/Assigned Reference/Quote Number 9 Vendor's Internal/Assigned Reference/Quote Number (Optional: Maximum 100 characters allowed) 7 State or Attach Return Policy 0 Note: Only return requirements and processes will be deemed part of Vendor's return policy. Any unrelated contract terms, terms of sale, or other information not specifically related to return requirements and processes included in Vendor's return policy shall not apply to any awarded Contract unless specifically included as a deviation in the Deviation and Compliance Form and accepted by the Cooperative. (Optional: Maximum 150 characters allowed) 7 Electronic Payments 1 Are electronic payments acceptable to your company? ® Yes ❑ No (Required: Check only one) 7 Credit Card Payments 2 Are credit card payments acceptable to your company? ® Yes ❑ No (Required: Check only one) Page 14 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 7 Texas Regional Service Designation 3 Texas Regional Service Designation - Refer to Form in Proposal Invitation The Cooperative (referred to as "Texas Cooperative" in this form and in the State Service Designation form) offers vendors the opportunity to service its members throughout the entire State of Texas. If you do not plan to service all Texas Cooperative members statewide, you must indicate the specific regions you will service on this form. If you propose to serve different regions for different products or services included in your Proposal, you must complete and submit a separate Texas Regional Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. By designating a region or regions, you are certifying that you are authorized and willing to provide the proposed products and services in those regions. Designating regions in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. Additionally, if you do not plan to service Texas Cooperative members (i.e., if you will service only states other than Texas), you must so indicate on this form. 7 Company Name 4 Company Name Trane U.S. Inc. (Required: Maximum 30 characters allowed) 7 Texas Regional Service Designation 5 Select only one of the following options. If you select "I will NOT serve all Regions of Texas", you must then check the individual Regions you wish to serve. ❑ Please Select IN I will serve all Regions of Texas ❑ I will not serve all Regions of Texas ❑ 1 will not serve any members in Texas (Required: Check only one) 7 Region 1 6 Region 1 - Edinburg ❑ Region 1 (Optional: Check if applicable) 7 Region 2 7 Region 2 - Corpus Christi ❑ Region 2 (Optional: Check if applicable) 7 Region 3 8 Region 3 - Victoria ❑ Region 3 (Optional: Check if applicable) 7 Region 4 9 Region 4 - Houston ❑ Region 4 (Optional: Check if applicable) 8 Region 5 U Region 5 - Beaumont ❑ Region 5 (Optional: Check if applicable) Page 15 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 8 Region 6 1 Region 6 - Huntsville ❑ Region 6 (Optional: Check if applicable) 8 Region 7 2 Region 7 - Kilgore ❑ Region 7 (Optional: Check if applicable) 8 Region 8 3 Region 8 - Mount Pleasant ❑ Region 8 (Optional: Check if applicable) 8 Region 9 4 Region 9 - Wichita Falls ❑ Region 9 (Optional: Check if applicable) 8 Region 10 5 Region 10 - Richardson ❑ Region 10 (Optional: Check if applicable) 8 Region 11 6 Region 11 - Fort Worth ❑ Region 11 (Optional: Check if applicable) 8 Region 12 7 Region 12 - Waco ❑ Region 12 (Optional: Check if applicable) 8 Region 13 8 Region 13 - Austin ❑ Region 13 (Optional: Check if applicable) 8 Region 14 9 Region 14 - Abilene ❑ Region 14 (Optional: Check if applicable) 9 Region 15 0 Region 15 - San Angelo ❑ Region 15 (Optional: Check if applicable) Page 16 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 9 Region 16 Region 16 - Amarillo ❑ Region 16 (Optional: Check if applicable) 9 Region 17 2 Region 17 - Lubbock ❑ Region 17 (Optional: Check if applicable) 9 Region 18 3 Region 18 - Midland ❑ Region 18 (Optional: Check if applicable) 9 Region 19 4 Region 19 - El Paso ❑ Region 19 (Optional: Check if applicable) 9 Region 20 5 Region 20 - San Antonio ❑ Region 20 (Optional: Check if applicable) 9 6 State Service Designation State Service Designation - Refer to Form in Proposal Invitation. As set forth in the Proposal Invitation, it is the Cooperative's intent that other governmental entities in the United States have the opportunity to purchase goods or services awarded under the Contract, subject to applicable state law, through a piggy -back award or similar agreement through the National Purchasing Cooperative BuyBoard. If you plan to service the entire United States or only specific states, you must complete this form accordingly. (Note: If you plan to service Texas Cooperative members, be sure that you complete the Texas Regional Service Designation form.) In addition to this form, to be considered for a piggy -back award by the National Purchasing Cooperative, you must have an authorized representative sign the National Purchasing Cooperative Vendor Award Agreement that follows this form. If you serve different states for different products or services included in your Proposal, you must complete and submit a separate State Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. By designating a state or states, you are certifying that you are authorized and willing to provide the proposed products and services in those states. Designating states in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. 9 Company Name 7 Company Name Trane U.S. Inc (Required: Maximum 30 characters allowed) Page 17 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 9 State Service Designation 8 Select only one of the following options. If you select "I will NOT serve all States", you must then check the individual States you wish to serve. ❑ Please Select ❑ I will serve all states in the United States EiI will not serve all states in the United States (Required: Check only one) 9 Alabama 9 Alabama ❑ Alabama (Optional: Check if applicable) 1 Alaska 0 0 Alaska ❑ Alaska (Optional: Check if applicable) 1 Arizona Arizona ❑ Arizona (Optional: Check if applicable) 1 Arkansas 0 Arkansas ❑ Arkansas (Optional: Check if applicable) 1 California 0 California (Public Contract Code 20118 & 20652) 3 ❑ California (Optional: Check if applicable) 1 Colorado 0 Colorado 4 ❑ Colorado (Optional: Check if applicable) 1 Connecticut 5 Connecticut ❑ Connecticut (Optional: Check if applicable) 1 Delaware 0 Delaware ❑ Delaware (Optional: Check if applicable) 1 District of Columbia 0 District of Columbia 7 ❑ District of Columbia (Optional: Check if applicable) Page 18 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Florida U 8 Florida ❑ Florida (Optional: Check if applicable) 1 Georgia 9 Georgia ❑ Georgia (Optional: Check if applicable) 1 Hawaii dHawaii ❑ Hawaii (Optional: Check if applicable) 1 Idaho 1 1 Idaho ❑ Idaho (Optional: Check if applicable) 1 Illinois 1 2 Illinois ❑ Illinois (Optional: Check if applicable) 1 Indiana 1 Indiana ❑ Indiana (Optional: Check if applicable) 1 Iowa 4 Iowa ❑ Iowa (Optional: Check if applicable) 1 Kansas 1 Kansas ❑ Kansas (Optional: Check if applicable) 1 Kentucky 1 6 Kentucky ❑ Kentucky (Optional: Check if applicable) 1 Louisiana 7 Louisiana ❑ Louisiana (Optional: Check if applicable) Page 19 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Maine 8 Maine ❑ Maine (Optional: Check if applicable) 1 Maryland 9 Maryland ❑ Maryland (Optional: Check if applicable) 1 Massachusetts 2 0 Massachusetts ❑ Massachusetts (Optional: Check if applicable) 1 Michigan 2 1 Michigan ❑ Michigan (Optional: Check if applicable) 1 Minnesota 2 Minnesota ❑ Minnesota (Optional: Check if applicable) 1 Mississippi 2 3 Mississippi ❑ Mississippi (Optional: Check if applicable) 1 Missouri 2 Missouri ❑ Missouri (Optional: Check if applicable) 1 Montana 222 Montana ❑ Montana (Optional: Check if applicable) 1 Nebraska 2 6 Nebraska ❑ Nebraska (Optional: Check if applicable) 1 Nevada 2 Nevada ❑ Nevada (Optional: Check if applicable) Page 20 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 New Hampshire 2 8 New Hampshire ❑ New Hampshire (Optional: Check if applicable) 1 New Jersey 2 9 New Jersey ❑ New Jersey (Optional: Check if applicable) 1 New Mexico UNew Mexico ❑ New Mexico (Optional: Check if applicable) 1 New York 3 1 New York ❑ New York (Optional: Check if applicable) 1 North Carolina 3 2 North Carolina ❑ North Carolina (Optional: Check if applicable) 1 North Dakota 3 3 North Dakota ❑ North Dakota (Optional: Check if applicable) 1 Ohio 4 Ohio ❑ Ohio (Optional: Check if applicable) 1 Oklahoma 33 Oklahoma ❑ Oklahoma (Optional: Check if applicable) 1 Oregon 3 Oregon ❑ Oregon (Optional: Check if applicable) 1 Pennsylvania 3 7 Pennsylvania ❑ Pennsylvania (Optional: Check if applicable) Page 21 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Rhode Island 3 8 Rhode Island ❑ Rhode Island (Optional: Check if applicable) 1 South Carolina 3 9 South Carolina ❑ South Carolina (Optional: Check if applicable) 1 South Dakota dSouth Dakota ❑ South Dakota (Optional: Check if applicable) 1 Tennessee Tennessee ❑ Tennessee (Optional: Check if applicable) 1 Texas 4 Texas E2 Texas (Optional: Check if applicable) 1 Utah 4 3 Utah ❑ Utah (Optional: Check if applicable) 1 Vermont 4 Vermont ❑ Vermont (Optional: Check if applicable) 1 Virginia 4 Virginia ❑ Virginia (Optional: Check if applicable) 1 Washington 4 6 Washington ❑ Washington (Optional: Check if applicable) 1 West Virginia 4 7 West Virginia ❑ West Virginia (Optional: Check if applicable) Page 22 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Wisconsin 8 Wisconsin ❑ Wisconsin (Optional: Check if applicable) Wyoming 9 Wyoming ❑ Wyoming (Optional: Check if applicable) Page 23 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 1 Section II: Installation and Reaair Service 4 Non -Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products - Not to Exceed hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. (Response required) Quantity: 1 LI M: Hourly Labor Rate Price: $ 418.00 Total: $ 418.00 ❑ No bid ❑ Alternate specification (Attach separate sheet) 1 Section II: Installation and Reaair Service 5 Hourly Labor Rate for Installation of HVAC Filter Change Out Service (including labor, filters, and removal/disposal of product) - Not to Exceed hourly labor rate for Installation of HVAC Filter Products. (Response required) Quantity: 1 UOM: Hourly Labor Rate Price: $ 165.00 Total: $ 165.00 ❑ No bid ❑ Alternate specification (Attach separate sheet) 1 Section II: Installation and Reaair Service 6 Coefficient for Standard Hours of Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). (Response required) Quantity: 1 UOM: Hourly Labor Rate Price: $ 209.00 Total: 1 $209.00 ❑ No bid ❑ Alternate specification (Attach separate sheet) 1 Section II: Installation and Reaair Service 7 Coefficient for Non -Standard Hours for Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL O&P column (most current edition). (Response required) Quantity: 1 LI M: Hourly Labor Rate Price: $ 418.00 Total: $ 418.00 No bid Alternate specification (Attach separate sheet) Page 35 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 Supplier Information Company Name: Trane U.S. Inc, Contact Name: Denise Herrera Address: 9535 Ball Street, Suite 1100, San Antonio, Texas 78217 Phone: 210-657-0901 Fax: Email: denise.herrera@trane.com Supplier Notes By submitting your response, you certify that you are authorized to represent and bind your company. Matt Wieand Print Name Signature *NOTE: Attachment I is hereby part of the proposal invitation. Page 36 of 36 pages Deadline: 7/13/2023 04:00 PM (CT) 720-23 Exhibit C - Conflict of Interest Questionnaire CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity FORM CIQ This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who Date Received has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a misdemeanor. J Name of vendor who has a business relationship with local governmental entity. TRANE J ❑ Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) J Name of local government officer about whom the information is being disclosed. N/A Name of Officer J Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIO as necessary. N/A A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor? Yes F-1 No B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? F7Yes F1 No J Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership interest of one percent or more. N/A J ❑Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). J Ma-k �Ca�stetteY Mark Ka rstetter (Ma r 6, 202411:54 CST) Mar 6, 2024 Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity A complete copy of Chapter 176 of the Local Government Code maybe found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code § 176.001 (1 -a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Local Government Code & 176.003(a)(2)(A) and (B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than $100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code § 176.006(a) and (a-1) (a) Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity; or (B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity; or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer, or a family member of the officer, described by Subsection (a); (B) that the vendor has given one or more gifts described by Subsection (a); or (C) of a family relationship with a local government officer. Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021 2/27/24, 2:23 PM M&C Review CITY COUNCIL AGENDA Create New From This M&C DATE: 2/27/2024 REFERENCE NO.: CODE: P TYPE: Official site of the City of �Fyort Worth, Texas rR� **M&C 24- 13P COOP BB 720-23 HVAC 0143 LOG NAME: SUPPLIES AND INSTALLATION WATER KQ CONSENT PUBLIC NO NO SUBJECT. (ALL) Authorize Non -Exclusive Purchase Agreements with Carrier Enterprise, LLC., Enviromatic Systems of Fort Worth Inc., Trane U.S. Inc., and Lennox Industries, Inc. Using BuyBoard Cooperative Contract No. 720-23 for the Purchase of Heating, Ventilation and Air Conditioning Equipment, Supplies, and Installation Services for a Combined Annual Amount Up to $1,612,500.00 and Authorize Two, One -Year Renewal Options for the Same Amount for the Water, Property Management and Police Departments RECOMMENDATION: It is recommended that the City Council authorize non-exclusive purchase agreements with Carrier Enterprise LLC., Enviromatic Systems of Fort Worth Inc., Trane U.S. Inc., and Lennox Industries, Inc. using BuyBoard Cooperative Contract No. 720-23 for the purchase of heating, ventilation and air conditioning equipment, supplies, and installation services for a combined annual amount up to $1,612,500.00 and authorize two, one-year renewal options for the same amount for the Water, Property Management and Police Departments. DISCUSSION: The Water, Property Management (PMD), and Police Departments approached the Purchasing Division to enter into agreements with Carrier Enterprise LLC., Enviromatic Systems of Fort Worth Inc., Trane U.S. Inc., and Lennox Industries, Inc., under BuyBoard Contract No. 720-23, HVAC Equipment, Supplies, and Installation. The user -departments will utilize the agreements to purchase Heating, Ventilation and Air Conditioning (HVAC) parts and installation services on an as -needed basis. Approval of this M&C authorizes the City to spend up to $1,612,500.00 per year; however, the actual first -year spend is anticipated to be $1,290,000.00 based on current budget allocations. Actual usage in any term can be up to the authorized amount and will be dependent upon actual appropriations for this purpose in the departments' budgets. Vendor Carrier Enterprise Enviromatic Systems of Fort Worth Inc. Trane U.S Inc. Lennox Industries, Inc. Total Department Property Management Police Water Amount $478,000.00 $403, 000.00 $359, 000.00 $50,000.00 $1,290,000.00 Amount $490,000.00 $10,000.00 $790,000.00 apps.cfwnet.org/council_packet/mc_review.asp?ID=31850&counciIdate=2/27/2024 1 /3 2/27/24, 2:23 PM M&C Review Total 1 $1,290,000.00 State law provides that a local government purchasing an item under a cooperative purchase agreement satisfies any state law requiring that the local government seek competitive bids for the purchase of the item. BuyBoard contracts are competitively bid to increase and simplify the purchasing power of government entities across the State of Texas. Request for Proposal (RFP) No. 720-23 was published on January 18, 2023, and responses were opened on July 13, 2023. Funding is budgeted within the Water & Sewer Fund for the Water Department and the General Fund for the Property Management Facilities Operations, Property Management Facilities Maintenance and Police Northwest Division Admin Departments. ADMINISTRATIVE CHANGE ORDERS - In addition, an administrative change order or increase may be made by the City Manager up to the amount allowed by relevant law and the Fort Worth City Code and does not require specific City Council approval. RENEWAL OPTIONS — The initial term of this Agreement will end on November 30, 2024. The Agreement may be renewed for two additional one-year periods through November 30, 2026. This action does not require specific City Council approval provided that City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal terms. A M/WBE goal is not assigned when purchasing from an approved purchasing cooperative or public entity. This project will serve ALL COUNCIL DISTRICTS. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that upon approval of the recommendation, funds are available in the current operating budget, as previously appropriated, in the Water & Sewer Fund and General Fund. Prior to an expenditure being incurred, the Property Management, Police and Water Departments have the responsibility to validate the availability of funds. BQN\\ TO Fund Department Account Project Program Activity ID I I ID FROM Fund Department Account Project p J ID I I ID Submitted for Citv Manaaer's Office bv: Originating Department Head: Additional Information Contact: ATTACHMENTS Program I Activity Budget Reference # Amount Year (Chartfield 2) Budget Reference # Amount Year (Chartfield 2) Reginald Zeno (8517) Dana Burghdoff (8018) Reginald Zeno (8517) Ricardo Salazar (8379) Jo Ann Gunn (8525) Karen Quintero (8321) 1295 Form - Lennox.pdf (CFW Internal) 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION PMD Combined FID.xlsx (CFW Internal) 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION PMD.docx (CFW Internal) apps.cfwnet.org/council_packet/mc_review.asp?ID=31850&counciIdate=2/27/2024 2/3 2/27/24, 2:23 PM M&C Review 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION PMD.xlsx (CFW Internal) 13P COOP BB 720-23 HVAC SUPPLIES AND INSTALLATION WATER KQ funds availabilitv.pdf (CFW Internal) FID Table - BB HVAC Parts.xlsx (CFW Internal) FID TABLE Lennox Stores 01.16.24.xlsx (CFW Internal) Form 1295 - City of Fort Worth Carrier.pdf (CFW Internal) Form 1295 Certificate - Enviromatic.pdf (CFW Internal) Form 1295 Certificate 101148438 -Trane.pdf (CFW Internal) SAM 1.23.24.pdf (CFW Internal) SAMs - 1.9.24.pdf (CFW Internal) SAMs 1.9.24 Enviromatic.pdf (CFW Internal) SAMs Carrier Enterprise 1.9.24.pdf (CFW Internal) apps.cfwnet.org/council_packet/mc_review.asp?ID=31850&counciIdate=2/27/2024 3/3