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LINKING AGREEMENT
BETWEEN
THE CITY OF GLENDALE, ARIZONA
AND
TRANE TECHNOLOGIES COMPANIES LLC
THIS LINKING AGREEMENT (this “Agreement”) is entered into as of this day of
» 2022, between the City of Glendale, an Arizona municipal corporation (the “City”), and Trane
Technologies, a(n) Delaware limited liability authorized to do business in Arizona (“Contractor”),
collectively, the “Parties.”
RECITALS
On January 14, 2022, under S.A.V.E Cooperative Purchasing Agreement, the City of Tempe
entered into a contract with Contractor to purchase the goods and services described in the
Trade Services (HVAC: Maintenance and Repair, New and Install Services) Contract, Contract
No. T22-001-52 (“Cooperative Purchasing Agreement”), which is attached hereto as Exhibit
A. The Cooperative Purchasing Agreement permits its cooperative use by other governmental
agencies including the City.
Section 2-149 of the City’s Procurement Code permits the Materials Manager to procure goods
and services by participating with other governmental units in cooperative purchasing
agreements when the best interests of the City would be served.
Section 2-149 also provides that the Materials Manager may enter into such cooperative
agreements without meeting the formal or informal solicitation and bid requirements of
Glendale City Code Sections 2-145 and 2-146.
The City desires to contract with Contractor for supplies or services identical, or nearly
identical, to the supplies or services Contractor is providing other units of government under
the Cooperative Purchasing Agreement. Contractor consents to the City’s utilization of the
Cooperative Purchasing Agreement as the basis of this Agreement, and Contractor desires to
enter into this Agreement to provide the supplies and services set forth in this Agreement.
EMENT
NOW, THEREFORE, in consideration of the foregoing recitals, which are incorporated by reference,
and the covenants and promises contained in this Linking Agreement, the patties agree as follows:
1.
Term of Agreement. The City is purchasing supplies and/or services from Contractor
pursuant to the Cooperative Purchasing Agreement. According to the Cooperative
Purchasing Agreement, purchases can be made by governmental entities from the date of
award, which was January 14, 2022, until the date the contract expires on January 13, 2025
unless the term of the Cooperative Purchasing Agreement is extended by the mutual
agreement of the original contracting parties. The Cooperative Purchasing Agreement,
however, may not be extended beyond January 13, 2028. ‘The initial period of this Agreement,
therefote, is the period from the Effective Date of this Agreement until January 13, 2025. The
1/2/2020
City may renew the term of this Agreement for three (3) one-year periods if the Cooperative
Purchasing Agreement is likewise renewed. Glendale renewals are not automatic and shall
only occur if the City gives the Contractor notice of its intent to renew. The City may give the
Contractor notice of its intent to renew this Agreement 30 days prior to the anniversary of the
Effective Date to effectuate such renewal.
Scope of Work: Terms, Conditions, and Specifications.
A. Contractor shall provide City the supplies and/or services identified in the Scope of
Work attached as Exhibit B.
B. Contractor agrees to comply with all the terms, conditions and specifications of the
Cooperative Purchasing Agreement. Such terms, conditions and specifications are
specifically incorporated into and are an enforceable part of this Agreement.
Compensation.
A. City shall pay Contractor compensation at the same rate and on the same schedule as
provided in the Cooperative Purchasing Agreement, which is attached hereto as
Exhibit C.
B. The total purchase price for the supplies and/or services purchased under this
Agreement shall not exceed three hundred thirty-three thousand three hundred thirty-
three dollars ($333,333) annually or two million dollars (§2,000,000) for the entire term
of the Agreement (initial term plus any renewals).
Cancellation. This Agreement may be cancelled pursuant to A.R.S. § 38-511.
Non-discrimination. Contractor must not discriminate against any employee or applicant for
employment on the basis of race, color, religion, sex, national origin, age, marital status, sexual
orientation, gender identity or expression, genetic characteristics, familial status, U.S. military
veteran status or any disability. Contractor will require any Sub-conttactor to be bound to the
same requirements as stated within this section. Contractor, and on behalf of any
subcontractors, warrants compliance with this section.
Insurance Certificate. A certificate of insurance applying to this Agreement must be provided
to the City prior to the Effective Date.
E-verify. Contractor complies with A.R.S. § 23-214 and agrees to comply with the
requirements of A.R.S. § 41-4401.
No Boycott of Israel. ‘Io the extent A-R.S § 35-393 through § 35-393.03 are applicable, the
pattics hereby certify that they are not currently engaged in, and agree for the duration of the
Agreement to not engage in, a boycott of goods or services from Israel, as that term is defined
in ARS § 35-393.
4/29/2021
9. Attestation of PCI Compliance. When applicable, the Contractor will provide the City
annually with a Payment Card Industry Data Security Standard (PCI DSS) attestation of
compliance certificate signed by an officer of Contractor with oversight responsibility.
10. Notices. Any notices that must be provided under this Agreement shall be sent to the Parties’
respective authorized representatives at the address listed below:
City of Glendale
c/o Todd Bhir
6210 W. Myrtle Avenue, Suite 111
Glendale, AZ 85301
And
Trane T'echnologics Companies LLC
850 W. Southern Avenue
Tempe, AZ 85282
daniel.boswell@tranetechnologies.com
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date and yeat
set forth above.
“City” “Contractor”
City of Glendale, an Arizona Trane Technologies Company LLC,
municipal corporation a Delaware limited liability
4
By: By:
Kevin R. Phelps Name: Wendy S. Walt
City Manager Title: Service Inside Sales
ATTEST:
Julie K. Bower (SEAL)
City Clerk
APPROVED AS ‘lO FORM:
Michael D. Bailey
City Attorney
4/29/2021
LINKING AGREEMENT
BETWEEN
THE CITY OF GLENDALE, ARIZONA
AND
TRANE TECHNOLOGIES COMPANIES LLC
EXHIBIT A
(CITY OF TEMPE CONTRACT NO. T22-001-52
TRADE SERVICES)
4/29/2021
. i he
Contract Award Notice Procuementofice "tl
20 E. 6 Street | ;
Tempe, AZ 85284 |
Contract Number: 1722-001-52 Issue Date: 01/14/2022
Description: Trade Services
75886 Award Period
Trane Technologies Beginning: 01/14/2022
Daniel Boswell Ending: 01/13/2025
850 W. Southern Avenue
Tempe, AZ 85282 Potential Renewals: Single three-year renewal
Phone Number: 480-793-6657
CellNumber: 480-793-6657
Email Address: _daniel.boswell@tranetechnologies.com
This Contract Award Notice is issued for the purchase of goods, materials and/or services as requested by the above noted
solicitation/contract number. The contract shall remain in effect as noted in the award period block unless extended,
renewed or canceled per terms and conditions of the solicitation.
It is to be noted that any contracted vendor document(s) that conflict with the language and requirements of the City's
solicitation are not acceptable and will void the contract. In addition, contracted vendor is not to begin work or make delivery
of awarded items until any and all required insurance and/or performance bonds are posted with the City Procurement
Office.
If contracted vendor has a change of address for mailing payments and/or for mailing future bid solicitations, it is the vendor's
responsibility to notify the City Procurement Officer identified with this contract and to ensure all such mailing address
information is kept current.
Please note that your City of Tempe contract number should appear on all shipping documents, invoices and statements.
Invoices are to be sent directly to the requesting department.
Award Information
Item | Description Cost
1. Group 15 — HVAC; Maintenance and Repair, New, Install
*See attached Pricing Sheet
Ett Kracnile Michael Greene _
Cle Kigensle 1339 23, 2022 2113 MST} Michael Greore (Son 23,2022 1141 #57)
Eric Kraenzle, C.P.M. Michael Greene, C.P.M., CPPO
Procurement Officer Procurement Administrator
All terms and conditions of this Award Document are per the City's Solicitation Document
Group 15 — HVAC; Maintenance and Repair, New, Install
Repair and retrofitting of HVAC equipment (A/C units, coolers, pre-coolers, furnaces, etc.). To include oil and natural gas burner
malfunctions and flameouts, oil valve replacements, repair leaking pipes, repair/replace heat pumps, duct work repairs, and
system diagnostics. Includes Low Temperature Refrigeration repairs and maintenance.
Pricing — HVAC; Maintenance and Repair, New, Install
Provide your firms job title(s) and hourly rate(s) below
HVAC Tech OT - after Holiday/Sunday
hrs/Sat
Weekdays- Straight Time | $155.00 $236.00 $310.00 $ $
Markup on direct cost of parts and matenals 30%
Parts Discounts Offered
Manufacturer Discount Offered
Trane Parts 15% off List
%
Vendors Offer
“Return this Section with your Response’
9
Offeror must complete, sign and submit this form to the Procurement Office with the proposal response. An unsigned
“Vendor's Offer’, late proposal response, and/or a materially incomplete response will be considered nonresponsive and
rejected. Offeror is to type or legibly write in ink all information required below. A scanned copy of this page is acceptable.
Trane Technologies
Company Name:
Company Purchase Order Mailing Address:
Street Address: 850 W. Southern Avenue
City, State, Zip: Tempe, AZ 85282
Contact Person: _Daniel Boswell Phone Number:
480-793-6657
E-mail Address: _daniel.boswell@tranetechnologies.com Cell Number:
480-793-6657
Remit to Information
Company Name (as it appears on invoice):
Trane U.S.Inc.
Company Payment Remit to Address:
Street Address: PO Box 98167
City, State, Zip: Chicago, IL 60693
Company Tax Information
If a Tempe-based firm, provide Tempe Transaction Privilege (Sales) Tax No.:
25-0900465
Payment Options
Will your company accept the City’s Master Card for payment?
Will your company accept Payment via ACH (Automated Clearing House) for payment?
Yes X]| No
Yes X]} No
THIS PROPOSAL IS OFFERED BY
REQUIRED SIGNATURE OF AUTHORIZED OFFEROR
By signing this Vendor's Offer, Offeror acknowledges acceptance of all terms and conditions contained herein and that
prices offered were independently developed without consultation with any other Offeror or potential Offeror. Failure to sign
and return this form with proposal response will be considered nonresponsive and rejected.
LU y) rddlliee 9-28-2021
Signature qj Authorized Offer Date
Wendy S Walt Service Inside Sales
Print or Type Name of Authorized Individual Title of Authorized Individual
Forn Ww-9
(Rev. October 2018)
Departmert of the Treasury
interme! Revenue Service
Request for Taxpayer
Identification Number and Certification
> Go to www.irs.gov/FormW9 for instructions and the latest information.
Give Form to the
requester. Do not
send to the IRS.
TRANE U.S. INC.
1 Name (as shown or your income tax return). Name is required on this line; do not leave this line blank.
2 Business name/disregarded entity name, If different from above
following seven boxes
1 indiviauavsole proprietor or Corporation
single-member LLC
[[) Other (see instructions) >
DO s Corporation
oO Limited liability company. Enter the tax classification (C=C corporation, S-S corporation, P=Partnership) >
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
LLG If the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is
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 tux classification of Its owner.
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
certain entities, not individuals; see
instructions on page 3):
© Partnership C1 trusvestate
Exempt payee code ffany) 5
code (if any)
(Poplar to accounts maintained autside the U.S.)
5 Address (number, street, and apt. or suite no.) See instructions.
\800-E BEATY STREET
Print or type.
See Specific instructions on page 3.
Requester's name and address (options!)
6 City, state, and ZIP code
IDAVIDSON, NC 28036.
7 List account number(s) here (optional)
Taxpayer Identification Number (TIN)
Enter your TIN In the appropriate box. The TIN provided must match the name given on line 1 to avoid
backup withholding. For individuals, this is generally your social security number (SSN). However, for a
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 fo get a
TIN, later.
Nate: If the account is in more than one name, see the instructions for fine 1. Also see What Name and
Number To Give the Requester for guidelines on whose number to enter.
[Social security number
or
Employer identification number
2/5) -|0/9/0/0/4)6|5
GENE Certification
Under penalties of perjury, | certify that:
1. The number shown on this form Is my correct taxpayer Identification number (or | am walting for a number to be issued to me); and
2. lam not subject to backup withholding because: (a) | am exempt from backup withholding, or (b) | have not been notified by the Internal Revenue
Service (IRS) that | am subject to backup withholding as a result of a failure fo report all interest or dividends, or (c) the IRS has notified me that | am
no longer subject to backup withholding; and
3. 1am aU.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form {if any) indicating that | 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 Il, later.
Sign Signature of
Here U.S. person > Wy,
pate» 1/4/2022
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 legisiation 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 (TIN), 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 109S-INT (interest earned or paid)
* 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-S only if you are a U.S. person (including a resident
alien), to provide your correct TIN.
if you do not retum 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)
Prepared For: Date:
The City of Tempe September 29, 2021
Attn: City of Tempe Procurement Evaluation Committee Request for Proposal Number:
22-001 Trade Services
To Whom it may Concern,
Trane Technologies is please to submit our qualifications to the City of Tempe for RFP # 22-001 Trade
Service. This proposal will demonstrate that Trane has the technical qualifications, highly experienced local
team and strong backing of a $ 43.54 Billion Dollar Corporation to fully support the City in all aspects involved
under this contract.
Trane's local Tempe office is very grateful for the recent and ongoing opportunities with the City of Tempe.
Among these are equipment sales, retrofit projects and Energy Reduction projects. Our technicians and staff
know your facilities, live in this community and participate in your councils. This helps us understand what is
important to your organization and the people it serves. We look forward to expanding our successful
partnership with this opportunity and provide even more value to the City of Tempe.
Trane has been helping customers keep their facilities comfortable and cost-effective since 1913. For more
than two decades we have been offering equipment and services that align with this solicitation. Trane also
offers the full range of energy services, including traditional energy and water conservation measures,
renewable technologies, energy procurement and utility management services, power generation and remote
monitoring of your critical building systems. We are also the manufacture of Trane Equipment and have a full
portfolio of HVAC, Air Sanitation and Purification systems, Lighting products, Rental equipment and Building
Controls systems. We are a solutions-based company and pride ourselves on being able to provide the
solution to any problem.
Trane believes in doing business with our clients with the absolute highest level of integrity and we are
confident you will find us consistently putting our customers first. We have a motto of “customer for life”. This
means do the right thing always to keep our customers happy and deliver a great customer experience. Thank
you for your consideration in reviewing our response to this RFP. We look forward to discussing your needs in
detail and being selected as your partner for this initiative.
Sincerely,
Daniel Boswell
Trane Technologies
Energy Services and Controls Account Manager
480-793-6657
Daniel.Boswell@TraneTechnologies.com
Specifications
“Return this Section with your Response”
Listing of Trade Services Groups
Following is a listing of the Trade Services Groups for which the City intends to establish contracts. Please place an X in
the boxes for which you intend to submit your pricing proposal and indicate the appropriate AROC License Numbers.
Submitting
Group Description for this AROC License
Group Number(s)
Asphalt Patch and Repairs (small jobs only)
Bird Control
Building Envelope Sealing
Concrete: Repair, Sealing and Polishing
Doors and Gates: Repairs, Maintenance, New; Access
controls
Electrical - General
Electrical - Emergency Power
Electrical - High Voltage
Fencing (wooden, new, repair, temporary)
OLWOINI OD! o |ALwWIi ny] =
Flooring: Tile, Terrazzo and Marble Repairs, including Re-
10 grouting; Wooden floors (including gym) — new, repair, refinish.
Carpet, new installation
11 General Carpentry & Repair Work (non-construction)
12 Glazier
13 Hauling and Backhoe (skid steer) Services
14 Herbicides and Weed Control
15 ‘HVAC; Maintenance end Repair, New install x ROC205537
16 Job Site Cleanup
47 Landscape, Irrigation and Drip System Maintenance and
Repairs
18 Lighting Installation
19 Masonry - Repair and Maintenance (block wall repair)
20 Metal/Plastic Assembly Fabrication Services
21 Painting, Coatings, Wall coverings & Repair
22 Plumbing
23 Pressure Washing - Exterior
24 Restoration/Rehabilitations of Historic Buildings or Structures
25 Rodent Control (mice, roof rats, sewer rats)
26 Roofing Repair Work
Smail Engine — Tool Repair (weed eater, chainsaws, blower,
lawnmower, electrical and gas, etc.)
28 Solar Panel Inspection, Maintenance, Repair
29 Storage / Temporary Storage Units
30 Water Remediation and Repairs
27
Specifications
“Return this Section with your Response”
31 Welding & Fabricating
32 Window Cleaning Services
33 Window Tinting (Exterior / Interior) and Exterior Window
Coverings
34 Window Treatments (Interior) Covering and Room Dividers,
Blinds
Pricing & Specifications
“Return this Section with your Response”
Group 15 — HVAC; Maintenance and Repair, New, Install
Return this Section with your Response only if you are offering these services
Repair and retrofitting of HVAC equipment (A/C units, coolers, pre-coolers, furnaces, etc.). To include oil and natural
gas burner malfunctions and flameouts, oil valve replacements, repair leaking pipes, repair/replace heat pumps,
duct work repairs, and system diagnostics. Includes Low Temperature Refrigeration repairs and maintenance.
Pricing —- HVAC; Maintenance and Repair, New, Install
Provide your firms job title(s) and hourly rate(s) below
HVAC Tech OT-after Holiday/Sunday
hrs/Sat
Weekdays- Straight | $155.00 $ 236.00 $310.00 $ $
Time
Markup on direct cost of parts and materials 30%
Parts Discounts Offered
Manufacturer Discount Offered
Trane Parts 15% off List
%
%
%
%
%
Other Services Offered
Service with fixed fee structure Cost Unit
Energy Management Systems (EMS) Maintenance, $ Varies
Service, Installation and Equipment
Energy and Equipment Analytics (All Systems) $ Varies
Chiller Maintenance, Service, Installation and $ Varies
Equipment
Lighting Equipment and Control Systems $ Varies
HVAC Equipment All Types $ Varies
Complex Solutions (Large Projects)/Performance $ Varies
Contracting
Pricing s Specitications
“Return this Section with your Response”
* Applicable Tax _ 8.1 %
* State correct jurisdiction to receive sales tax on the Vendor's Offer, included in this Request for Proposal.
Less prompt payments discount terms of _.5 % _10_ days/ or net thirty (30) days. (To apply after receipt and acceptance
of an itemized monthly statement.) For evaluation purposes, the City cannot utilize pricing discounts based upon payments
being made in less than thirty (30) days from receipt of statement.
Ordering and Invoice Instructions
Invoices shall be issued directly to the ordering department. Invoices shall be accurate and complete including the
information shown below. Failure to provide a properly documented invoice may cause a delay in receipt of payment. The
City will not process an invoice for payment until it has been approved by the ordering department and forwarded to Accounts
Payable. The City endeavors to process invoices within 30 days after receipt of an accurate and complete document.
Invoices shall include:
Line item listing of all ordered items to include description of items;
Unit cost and extended cost for each line item;
Applicable Tax;
Payment Terms;
Purchase Order Number;
Name of selling organization clearly stated on invoice along with address;
Phone number and or e-mail address for contact person to clarify invoicing questions;
NOP Wn >
Invoices that do not follow the above minimum invoicing requirements will not be paid. Payment must be applied to only
invoices referenced on check/payment stub. The City reserves the right to process payments via check or P-Card.
Accounting Contacts: Jeremy Krempasky 1-608-787-2605 Collections Analyst
Michelle Lugo 480-333-2906 Service Department Billing PRIMARY PGC
Anna Watson 480-333-2858 Service Department Billing Lead
Proposal Questionnaire
“Return this Section with your Response”
Question Response
Provide the address of the facility that will provide | 850 W. Southern Avenue, Tempe AZ, 85282
services to the City of Tempe.
Describe your company and its history — include
years in business. Please include your current
capacity and your firm's staffing strategy to
support the City of Tempe.
The history of Trane began in 1885 as a family plumbing
business in La Crosse, Wis. Joined by his son Reuben, a
mechanical engineer, James Trane developed an
innovative low-pressure steam heating system. By 1913,
the family had incorporated as The Trane Company.
Over the next hundred years, Trane established its position
as a pioneer in climate control. In 1931, the company
patented its first air conditioner. Seven years later, Trane
launched Turbovac, a new type of water chiller that
fundamentally altered the industry's approach to large-
building air conditioning systems. These early innovations
paved the way for Trane's industry-leading commercial air
conditioner, CenTraVac™— the highest efficiency, lowest
emissions, most reliable chiller on the market. Throughout
the second half of the Twentieth century, Trane expanded
its offerings to customers. With the acquisition of Sentinel
Electronics in the late 1970s, and General Electric's Central
Air Conditioning Division in 1982, Trane expanded both its
residential and energy management offerings. In 1984,
American Standard Companies, Inc., acquired the Trane
Company, and four years later, launched the American
Standard Heating & Air Conditioning Brand. In 2007,
American Standard Companies divided, allowing Trane to
renew its business focus and leadership in integrated
HVAC services and solutions.
Furthering its transformation into a multi-brand commercial
manufacturer that serves customers in diverse global
markets, Ingersoll Rand acquired Trane in June 2008. With
Trane a part of the family, Ingersoll Rand now provides
even more innovative products, services and solutions that
maximize quality and comfort in homes and buildings alike.
Today, Trane maintains a robust global presence and
continues to grow at an exceptional pace. At the heart of
that growth is a legacy borne of the same values that
characterized that Wisconsin plumbing business a century
ago.
Our Local presence in the Arizona Offices has been
working with local schools to provide HVAC curriculum and
a pathway for this new generation to become HVAC
professionals. We have programs at WESTMEC in PHX
AZ, and have been part of the Gateway Comm College
programs. We have a development with Pima Comm
College in Tucson AZ where we will be building a Lab,
providing all the equipment and curriculum in conjunction
with the NC3 program. We are also developing this same
program with NAU in Flagstaff AZ. This pursuit is helping
our locals offices bread Trane technicians here in AZ to
Proposal Questionnaire
“Return this Section with your Response”
help us maintain the best service department with the most
qualified technicians.
The Tempe office will support all efforts under this contract.
We have approx. 35 Factory trained technicians in this
office. We can perform service on all Makes and Models
not limited to Trane products. We are also the OEM of
Trane Equipment with access to all needed tools and
factory support to efficiently and effectively diagnose and
repair Trane equipment.
3 | Please provide contact information for the primary
account representative and a backup contact for
the City of Tempe.
° Contact Name
e Phone Number
e Cell Phone Number
© e-mail address Provide contact information below
Daniel Boswell 480-793-6657
Daniel.boswell@tranetechnologies.com
Trane Service Dept.
Gia Sample
602-258-9595
| Gia. Sample@Trane.com
4 | Can you provide services to the City 24-hour per | Yes
day?
a | If so, provide your 24-hour phone number. 602-258-9595 Service Department & Afterhours answering |
5 | Please ensure you have completed the List of | ROC 205537
Group Categories found on page 26 and 27 with
your valid, State of Arizona contractors’ licenses
applicable to each Trade Group. A copy of each
license must be included with your response
6 | If submitting for repair and maintenance of historic | NA
buildings and structures — provide complete
information about your specialization in this area
and the procedures you would follow to ensure
compliance with guideline in this area.
7 |Do you intend to utilize sub-contractors? No
a | If yes, provide name and contract information
to right
8 | Will you comply with or exceed the two-year | No, our standard is 60 days. We have provided a 12 month
warranty provision as requested by the City? workmanship warranty for this contract.
a | What warranty will you provide? 12 months
9 } Do you agree to the Terms and Conditions of this | Yes
RFP?
a | if No, explain to right
10} List three (3) governmental or corporate
references for which you currently provide similar
services.
e Organization/Firm Name
e Contact Name
e Phone Number
e Brief description of work preformed
Provide Reference Information Below
City of Phoenix Kristina Pylant 602-495-7231
City of Mesa Barry Lougheed 480-644-3732
Yavapai County Brandon Shoults 928-771-3115
Proposal QueSsStionnaike:
“Return this Section with your Response”
11
Describe the experience your firm has in
providing the trade service groups being offered.
Trane has provided preventative maintenance, turnkey
solutions for projects and repair services for complex multi-
site organizations in the Phoenix area for over thirty years.
Trane has worked diligently with facilities departments in
organizations such as City of Tempe, City of Mesa, City of
Scottsdale, City of Chandler, Maricopa county, Yavapai
County, Santa Cruz County, The State of Arizona & Arizona
department of Transportation to streamline communication
and on-site protocol for proper execution of services within
specified time frames.
12
Indicate your workers compensation experience
modifier (E-Mod). Provide E-Mod rate for the
most recent three (3) years.
Effective Date Experience Modification Factors
April 17, 2019 - April 17, 2020 0.55
April 17, 2020 - April 17, 2021 0.60
April 17, 2021 — April 17, 2022 0.59
13
Discuss your methodology in maintaining a safe
work environment.
Trane US Inc has an EMR rate of 0.60 well below the
industry average of 1.0. Additionally, Trane Pacific
Southwest Region has a three year average DART rate of
0.96. Trane’s Pacific Southwest lagging indicators do
indicate that we have an effective safety culture. However,
with that being said we like to take a proactive approach to
safety and focus on are leading indicators to strive for
continual improvement within our safety culture.
Upfront safety hazard identification, analysis and planning
is one of the best ways to mitigate unforeseen schedule
delays. For all projects, Trane and its subcontractors
publish a Site Specific Safety Plan for the contractor and
owner's review prior to mobilization. An ancillary benefit of
this safety planning is that hazards are predicted, and lost
productive days due to accidents and injury are minimized.
Trane completes site-specific orientations for all personnel
on site and provides a sticker for hard hats to demonstrate
completion of the orientation.
Trane pre-screens and qualifies subcontractors to fully vet
safety records and EMR ratings, citation history for the last
five years, OSHA logs for the past three years, history of
payment to vendors, financial viability, bonding capacity,
proof of insurance, review of their company safety policy
including employee commitment and involvement, worksite
analysis, hazard control and training.
This in-depth screening reduces the risk of poor safety
performance during the construction phase and claims.
Fortunately, Trane already has relationships with numerous
subcontractors who have passed our screening based on
their safety records and have performed well on past
projects.
Trane ensures that employees and subcontractors have the
proper safety training for the tasks they will perform, and
meet the requirements for Trane and any local, state and
federal requirements. Employees without the required
training cannot work on Trane projects. The ultimate goal
for our employees as well as the subcontractors that are on
our sites is to ensure that everyone goes home at the end
of the day.
Proposal Questionnaire
“Return this Section with your Response”
14
Describe your quality control process.
Trane takes great pride in providing the highest quality of
work in our industry. We do this by attracting the most
qualified technicians out there. Once we hire the right
people, we put them into factory training programs to
provide them the knowledge to be the best and the tools to
succeed. We have teams setup in each office with team
leaders that are some of the most experienced and
knowledgeable technicians in the world. We use these
individuals to support the individual teams for any needs
they have. We leverage these team to provide the best
quality work we can. To close the loop and provide
feedback we have a Customer Satisfaction Survey system
that sends a survey to the customer every time we perform
work so we have an outstanding feedback loop of
information on how we are performing and the customer
experience we have been providing. We use this
information to improve our processes and systems.
Package Label
Item | Question Response
Corporate Sustainable Actions
What sustainability guidelines hitps. /Avww. tienelechnolodies.com/en/index/sustainability. btn!
1. | or environmental statement an - are .
Trane Technologies is leading the way to sustainability. We have implemented
does your company have to : A .
. our 2030 commitments that include our Gigaton Challenge, Carbon Neutral
guide the company as a whole? " ee
. . Operations, Net positive water use and zero waste to landfills and work force
Please include a link. a
diversity.
, . htips:/Avww.tranetechnologies. com/en/index/sustainavility. html
2. Viet 5 you come ore to We're working to achieve carbon neutral operations, zero waste to landfills and
gy ‘ net positive water use, and reduce absolute energy use by 10 percent as part
of our 2030 commitments.
* . https://Awww.tranetechnologies.com/en/index/sustainability/gigaton-
3 What is your company doing to ml
“| reduce greenhouse gas challenge. html aa . .
emissions? Part of our Sustainability goals and our 2030 commitments the Gigaton
Challenge is Trane Technologies commitment to reduce the Carbon footprint
by one billion metric tons by 2030!
What is your company doing to | htins://www.tranetechnolosies.com/en/index/susiainability. html
4. | reduce waste transferred to | We're working to achieve carbon neutral operations, zero waste to landfills and
landfills? net positive water use, and reduce absolute energy use by 10 percent as part
of our 2030 commitments.
‘ . https /Avww.tranetechnologies.com/en/index/susta:nability html
5. What is your company doing to We're working to achieve carbon neutral operations, zero waste to landfills and
reduce water waste? ae
net positive water use, and reduce absolute energy use by 10 percent as part
of our 2030 commitments.
https:/Avww. tranetechnologies.com/en/index/sustainability/sustainable-indoor-
What kind of effort does your | environments.html
6 company make to reduce the | Trane Technologies has been a leader in environmental quality and especially
use of environmentally harmful | indoor environmental quality. Locally and globally Trane has promoted using
materials (such as cleaning | non HFC refrigerants and pushes environmentally friendly products and
products, etc.)? systems. We enforce recovery of refrigerants from every project requiring
opening the refrigerant system and have a refrigerant tracking system that is
industry leading and second to none.
https :/iwww.tranetechnologies.com/en/index/sustainability/sustainability-
Does your company take any | reports/esq-report/social/supplier-diversity.html
| 7. | actions to manage the | Trane has been working to revamp how we look at supply chain and work with
sustainability of your supply | our internal and extemal suppliers to reduce the carbon footprint of our
| chain? If yes, please explain. | operations. Part of our business purpose and strategy is to “Build a world class
| lean enterprise” this will help reduce our footprint by being efficient with our
i processes in manufacturing and all other aspects of the business
Has your company received | https://www.3blmedia.com/news/trane-technologies-sp-qlobal-
8. any environmental or | environmental-social-and-qgovernance-esg-evaluation-score-reflects
sustainability related
independent certifications or | https://www.tranetechnologies.com/en/index/news/2021/social-
recognitions? If yes, please | responsibility-conference-in-china.htm!
explain.
warns:
) Package Label
https://Awww.3blmedia.com/news/trane-technologies-michelle-murphy-
and-maria-jackson-named-2021-step-ahead-award-honorees
https://investors.tranetechnologies.com/news-and-events/news-
releases/news-release-details/2021/Trane-Technologies-Thermo-King-
Manufacturing-Production-Line-is-Among-the-First-in-Europe-to-be-ISO-
Certified-as-Carbon-Neutral/default.a
Trane is a respected leader in the global sustainability movement. We have
been working hard to lead by example and put our money where our mouth is.
We have won and provided many awards and recognitions. These are just a
few of the examples.
Package Label
Item
Question
Response
Product Sustainable Attributes
4. | Has your company performed an environmental life cycle analysis | There are no products listed in the RFP. |
on the product being offered the City? If yes, please provide | Trane has conducted many studies and {
documentation leads the world and industry in innovation to
improve the foot print of our products.
Can the product being offered be refurbished, recycled, or There are no products listed in this RFP.
2. composted at the end of its life? If yes, please elaborate Most all Trae equipment is made of highly
eiryes, P recyclable materials and we recommend
recycling our products are their EOL.
3. | Does the product being offered include any recycled materials? If there See orsed an d oretonmentally
yes, please explain. . , we
friendly materials where possible in our
manufacturing processes.
4. | What measures have been taken to reduce unnecessary | There are no products listed in this RFP.
packaging materials associated with the product being offered? Trane uses little to no packaging in our
products where possible.
5 Merle does your Sonpoen use compostable packaging Trane uses tecycled cardboard in our
packaging
6. | Has the product being offered been rated or certified by a third-
party organization such as Energy Star, Green Seal, Leadership | There are no products listed in this RFP.
in Energy and Environmental Design (LEED), Forest Trane follows Energy Star and LEED in
Stewardship Council, etc.? If yes, please provide certification our products and many of them come
documentation. with the certifications.
| have provided a number of links to our
goals and commitments. We are a global
leader in the sustainability push and
have a unique position as an HVAC
manufacture, Controls manufacture and
Energy Services provided to help the
world achieve the needed goals in
7. | Please provide any additional information you would like to share | carbon reduction and promoting of more
regarding your product's sustainable attributes.
sustainable practices. We have
partnered with Not Impossible Labs to
live our company Purpose of “Boldly
challenge what is possible for a
sustainable world” Please visit their web
site. The things these people are doing
will move you.
h notimpossible.com: