HomeMy WebLinkAbout31983AGREEMENT NO . 15-026
1 AGREEMENT
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3 THIS AGREEMENT is made and entered into this 13th day of January, 2015, by and
4 between the COUNTY OF FRESNO , a political subdivision of the State of California, hereinafter referred to
5 as "COUNTY'', and Schindler Elevator Corporation whose address is 1329 N. Market Blvd ., Suite 120,
6 Sacramento , CA 95834-2941 , here inafter referred to as "CONTRACTOR".
7 WHEREAS , the COUNTY has a need for maintenance and repair services for elevators at
8 various COUNTY-owned facilities , as set forth in COUNTY's Request for Proposal No . 910-5309 and all
9 addendums thereto (collectively, the "RFP "); and
1 0 WHEREAS, the CONTRACTOR is qualified and willing to perform such repair and
11 maintenance services .
12 NOW, THEREFORE, the parties agree as follows :
13 W I T N E S S E T H:
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1. OBLIGATIONS OF THE CONTRACTOR
A. CONTRACTOR shall provide all labor, materials , equipment, supplies, taxes,
16 insurance , and warranties etc. to perform all necessary services in accordance with COUNTY's RFP and
17 CONTRACTOR 's Response to RFP (the "Response"), attached hereto as Attachment 'A ', and incorporated
18 herein by reference.
19 B. The work to be done on this project will involve the repair, alteration , maintenance ,
20 installation , rehabilitation, demolition, construction or reconstruction of public buildings, streets , utilities ,
21 and/or other public works . In accordance with Labor Code section 1770, at seq., the Director of the
22 Department of Industrial Relations of the State of California has determined the general prevailing wages
23 rates and employer payments for health and welfare pens ion, vacation , travel time and subsistence pay as
24 provided for in Section 1773.1, apprenticeship or other training programs authorized by Section 3093, and
25 similar purposes applicable to this public work project.
26 Information pertaining to applicable Prevailing Wage Rates may be found on the website
27 for the State of California-Department of Industrial Relations :
28 http://www.dir.ca.gov/opri/PWD/index.htm . Information pertaining to applicable prevailing wage
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1 rates for apprentices may be found on the webs ite for the State of California -Department of
2 Industrial Relations : http ://www .dir.ca .gov/oprl/pwappwage/PWAppWageStart.asp
3 It shall be mandatory upon the Contractor herein and upon any subcontractor to pay not
4 less than the prevailing wage rates , including overtime and holiday rates , to all workers , laborers ,
5 or mechanics employed on this public work project , including those workers employed as
6 apprentices. Further, Contractor and each subcontractor shall comply with Labor Code sections
7 1777 .5 and 1777.6 concerning the employment of apprent ices . A copy of the above-mentioned
8 prevailing wage rates shall be posted by the Contractor at the job site where it will be available to
9 any interested party .
1 0 Contractor shall comply with Labor Code section 1775 and forfeit as a penalty to County
11 Two Hundred Dollars ($200.00) fo r each calendar day or portion thereof, for each worker paid
12 less than the prevailing wage rates for the work or craft in which the worker is employed for any
13 work done under this project by Contractor or by any subcontractor under Contractor in violation
14 of Labor Code section 1770, et seq . In addit ion to the penalty , the difference between the
15 prevailing wage rates and amount paid to each worker for each calendar day or portion thereof
16 for which each worker was paid less than the prevailing wage rate shall be paid to each worker
17 by the Contractor or subcontractor.
18 Contractor and each subcontractor shall keep an accurate record showing the names ,
19 address , social security number, work classification , straight time and overtime hours worked each
20 day and week, and the actual per diem wages paid to each journeyman , apprentice , worker , or other
21 employee employed by him or her in connection with this public work project. In accordance with
22 Labor Code section 1776 , each payroll record shall be certified and verified by a written declaration
23 under penalty of perjury stating that the information within the payroll record is true and correct and
24 that the Contractor or subcontractor complied with the requ irements of Labor Code sections 1771 ,
25 1811 and 1815 for any work performed by its employees on this public work project. These records
26 shall be open at all reasonable hours to inspect ion by the County , its officers and agents , and to the
27 representatives of the State of California-Department of Industrial Relations , including but not limited
28 to the Division of Labor Standards Enforcement."
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1 C. CONTRACTOR shall install "life jackets" on the two (2) single bottom jack elevators
2 located at 2220 Tulare St., Fresno , CA 93721 at no cost to the County within one year of the commencement of this
3 Agreement.
4 D. CONTRACTOR shall comply with all applicable Federal, State, County and City
5 regulations regarding wages , hours and working conditions.
6 E. CONTRACTOR shall comply with all applicable Federal, State, County and City
7 regulations regarding safety and hazardous materials.
8 2. OBLIGATIONS OF THE COUNTY
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16 3.
A. COUNTY shall provide access badges and/or keys as appropriate
B . COUNTY shall designate a COUNTY Representative(s) to approve :
1) Equipment shutdown schedules
2) Temporary equipment and material storage areas;
3) Any use of non-standard equipment or materials;
4) Work authorizations ; and
5) Verification of work completion .
TERM
17 This Agreement shall become effective on the date first written here in above and shall
18 be effective for a term of three (3) years , with the option for two (2), one ( 1) year extensions upon written
19 authorization from the COUNTY's Director of Internal Services/Chief Information Officer or his designee.
20 4 . TERMINATION
21 A. Non-Allocation of Funds-The terms of this Agreement, and the services to be
22 provided thereunder, are contingent on the approval of funds by the appropriating government agency.
23 Should sufficient funds not be allocated, the services provided may be modified, or this Agreement
24 terminated, at any time by giving the CONTRACTOR thirty (30) days advance written notice.
25 B. Breach of Contract-The COUNTY may immediately suspend or terminate this
26 Agreement in whole or in part, where in the determination of the COUNTY there is :
27 1) An illegal or improper use of funds ;
28 2) A failure to comply with any material term of this Agreement;
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3) A substantially incorrect or incomplete report submitted to the COUNTY ;
4) Improperly performed service that will not or cannot be reasonably corrected
by the CONTRACTOR.
4 In no event shall any payment by the COUNTY constitute a waiver by the COUNTY of any
5 breach of this Agreement or any default which may then exist on the part of the CONTRACTOR. Neither
6 shall such payment impair or prejudice any remedy available to the COUNTY with respect to the breach or
7 default. The COUNTY shall have the right to demand of the CONTRACTOR the repayment to the
8 COUNTY of any funds disbursed to the CONTRACTOR under this Agreement, which in the judgment of
9 the COUNTY were not expended in accordance with the terms of this Agreement. The CONTRACTOR
1 0 shall promptly refund any such funds upon demand .
11 Without Cause -Under circumstances other than those set forth above , this
12 Agreement may be terminated by COUNTY upon the giving of thirty (30) days advance written notice of an
13 intention to terminate to CONTRACTOR. .
14 5. COMPENSATION/INVOICING : COUNTY agrees to pay CONTRACTOR and
15 CONTRACTOR agrees to receive compensation pursuant to the provisions of the RFP and Response, and
16 at the rates set forth in the Cost Proposal attached hereto as Attachment "A " and incorporated herein by
17 reference . CONTRACTOR shall submit monthly invoices to the County of Fresno , Facility Services
18 Division , 4590 E. Kings Canyon Road , Fresno CA 93702. Payment shall be made by COUNTY within forty-
19 five (45) days from receipt of an approved invoice.
20 Maximum compensation under the terms of this Agreement shall not exceed
21 $513,624 .00 annually. In no event shall services performed under this Agreement be in excess of
22 $1 ,540 ,872 .00 during the initial three-year term of this Agreement, nor shall services performed under this
23 Agreement exceed $2 ,568 ,120.00 for the potential five-year term of this Agreement. It is understood that
24 all expenses incidental to CONTRACTOR'S performance of services under this Agreement shall be borne
25 by CONTRACTOR.
26 6. INDEPENDENT CONTRACTOR: In performance of the work, duties and obligations
27 assumed by CONTRACTOR under this Agreement, it is mutually understood and agreed that
28 CONTRACTOR, including any and all of the CONTRACTOR'S officers , agents , and employees will at all
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1 times be acting and performing as an independent contractor, and shall act in an independent capacity and
2 not as an officer, agent, servant, employee, joint venture , partner, or associate of the COUNTY.
3 Furthermore, COUNTY shall have no right to control or supervise or direct the manner or method by which
4 CONTRACTOR shall perform its work and function . However, COUNTY shall retain the right to administer
5 this Agreement so as to verify that CONTRACTOR is performing its obligations in accordance with the
6 terms and conditions thereof.
7 CONTRACTOR and COUNTY shall comply with all applicable provisions of law and
8 the rules and regulations , if any, of governmental authorities having jurisdiction over matters the subject
9 thereof.
1 0 Because of its status as an independent contractor, CONTRACTOR shall have
11 absolutely no right to employment rights and benefits available to COUNTY employees. CONTRACTOR
12 shall be solely liable and responsible for provid ing to , or on behalf of, its employees all legally-required
13 employee benefits . In addition , CONTRACTOR shall be solely responsible and save COUNTY harmless
14 from all matters relating to payment of CONTRACTOR'S employees, including compliance with Social
15 Security withhold ing and all other regulations governing such matters . It is acknowledged that during the
16 term of this Agreement, CONTRACTOR may be providing services to others unrelated to the COUNTY or
17 to this Agreement.
18 7 . MODIFICATION: Any matters of this Agreement may be modified from time to time
19 by the written consent of all the parties without , in any way, affecting the remainder .
20 8 . NON-ASSIGNMENT: Neither party shall assign , transfer or sub-contract this
21 Agreement nor their rights or duties under this Agreement without the prior written consent of the other
22 party .
23 9 . HOLD HARMLESS: CONTRACTOR agrees to indemn ify , save , hold harmless , and
24 at COUNTY'S request , defend the COUNTY, its officers , agents, and employees from any and all costs and
25 expenses , damages , liabilities, claims , and losses occurring or resulting to COUNTY in connection with the
26 performance, or failure to perform , by CONTRACTOR, its officers , agents , or employees under this
27 Agreement, and from any and all costs and expenses , damages, liabi lities , claims , and losses occurring or
28 resulting to any person , firm , or corporation who may be injured or damaged by the performance, or
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1 failure to perform , of CONTRACTOR , its officers , agents , or employees under this Agreement.
2 10. INSURANCE
3 Without limiting the COUNTY's right to obtain indemnification from CONTRACTOR or
4 any third parties , CONTRACTOR, at its sole expense , shall maintain in full force and effect, the following
5 insurance policies or a program of self-insurance throughout the term of this Agreement:
6 A. Commercial General Liability
7 Commercial General Liability Insurance with limits of not less than Two Million
8 Dollars ($2 ,000 ,000) per occurrence and an annual aggregate of Five Million Dollars ($5,000,000). This
9 policy shall be issued on a per occurrence basis . COUNTY may require specific coverages including
1 0 completed operations , products liabil ity , contractual liab ility, Explosion-Collapse-Underground , fire legal
11 liability or any other liability insu rance deemed necessary because of the nature of this contract.
12 B . Automobile Liability
13 Comprehensive Automobile Liability Insurance with limits for bodily injury of not
14 less than Two Hundred Fifty Thousand Dollars ($250 ,000 .00) per person , Five Hundred Thousand Dollars
15 ($500 ,000.00) per accident and for property damages of not less than Fifty Thousand Dollars ($50 ,000 .00),
16 or such coverage with a combined single limit of Five Hundred Thousand Dollars ($500 ,000.00). Coverage
17 should include owned and non-owned veh icles used in connection with this Agreement.
18 C. Professional Liability
19 If CONTRACTOR employs licensed professional staff, (e.g., Ph.D ., R.N .,
20 L.C .S.W., M.F.C.C .) in providing services, Professional Liability Insurance with limits of not less than One
21 Million Dollars ($1 ,000 ,000 .00) per occu rrence , Three Mill ion Dollars ($3 ,000,000.00) annual aggregate.
22 D . Worker's Compensation
23 A policy of Worker's Compensation insurance as may be required by the California
24 Labor Code.
25 CONTRACTOR shall obtain endorsements to the Commercial General Liability
26 insurance naming the County of Fresno , its officers , agents , and employees, individually and collectively , as
27 additional insured , but only insofar as the operations under this Agreement are concerned . Such coverage
28 for additional insured shall apply as primary insurance and any other insurance, or self-insurance ,
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1 maintained by COUNTY, its officers, agents and employees shall be excess only and not contributing with
2 insurance provided under CONTRACTOR's policies herein. This insurance shall not be cancelled or
3 changed without a minimum of thirty (30) days advance written notice given to COUNTY.
4 Within Thirty (30) days from the date CONTRACTOR signs and executes this
5 Agreement, CONTRACTOR shall provide certificates of insurance and endorsement as stated above for all
6 of the foregoing policies, as required herein , to the County of Fresno , Facility Services Manager, 4590 E .
7 Kings Canyon Road , Fresno , CA 93702 , stating that such insurance coverages have been obtained and
8 are in full force; that the County of Fresno , its officers, agents and employees will not be responsible for any
9 premiums on the policies ; that such Commercial General Liability insurance names the County of Fresno ,
10 its officers , agents and employees , individually and collectively , as additional insured , but only insofar as
11 the operations under this Agreement are concerned ; that such coverage for additional insured shall apply
12 as primary insurance and any other insurance, or self-insurance, maintained by COUNTY, its officers,
13 agents and employees , shall be excess only and not contributing with insurance provided under
14 CONTRACTOR's policies herein ; and that this insurance shall not be cancelled or changed without a
15 minimum of thirty (30) days advance, written notice given to COUNTY.
16 In the event CON~RACTOR fails to keep in effect at all times insurance coverage as
17 herein provided , the COUNTY may, in addition to other remedies it may have, suspend or terminate this
18 Agreement upon the occurrence of such event.
19 All policies shall be issued by admitted insurers licensed to do business in the State of
20 California, and such insurance shall be purchased from companies possessing a current A.M . Best, Inc.
21 rating of A FSC VII or better.
22 11. AUDITS AND INSPECTIONS: The CONTRACTOR shall at any time during business
23 hours, and as often as the COUNTY may deem necessary, make available to the COUNTY for examination
24 all of its records and data with respect to the matters covered by this Agreement. The CONTRACTOR
25 shall , upon request by the COUNTY, permit the COUNTY to audit and inspect all of such records and data
26 necessary to ensure CONTRACTOR'S compliance with the terms of this Agreement.
27 If this Agreement exceeds ten thousand dollars ($1 0 ,000.00), CONTRACTOR shall be
28 subject to the examination and audit of the Auditor General for a period of three (3) years after final
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1 payment under contract (Government Code Section 8546 .7).
2 12. NOTICES : The persons and their addresses having authority to give and receive
3 notices under this Agreement include the following :
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COUNTY
COUNTY OF FRESNO
Arpi Apkarian
4590 E Kings Canyon Rd
Fresno , CA 93702
CONTRACTOR
Schindler Elevator Corporation
Troy Ferro
1329 N. Market Blvd., Suite 120
Sacramento , CA 95834-2941
7 Any and all notices between the COUNTY and the CONTRACTOR provided for or
8 permitted under this Agreement or by law shall be in writing and shall be deemed duly served when
9 personally delivered to one of the parties , or in lieu of such personal services , when deposited in the United
1 0 States Mail , postage prepaid , addressed to such party.
11 13. GOVERNING LAW: Venue for any action arising out of or related to this Agreement
12 shall only be in Fresno County , Cal iforn ia.
13 The rights and obligations of the parties and all interpretation and performance of this
14 Agreement shall be governed in all respects by the laws of the State of California.
15 14. DISCLOSURE OF SELF-DEALING TRANSACTIONS
16 This provision is only applicable if the CONTRACTOR is operating as a corporation
17 (a for-profit or non-profit corporation) or if during the term of the agreement , the CONTRACTOR
18 changes its status to operate as a corporation .
19 Members of the CONTRACTOR 's Board of Directors shall disclose any self-dealing
20 transactions that they are a party to wh ile CONTRACTOR is providing goods or performing services
21 under this agreement. A self-dealing transaction shall mean a transaction to which the CONTRACTOR
22 is a party and in which one or more of its directors has a material financial interest. Members of the
23 Board of Directors shall disclose any self-dealing transactions that they are a party to by completing and
24 signing a Self-Dealing Transaction Disclosure Form , attached hereto as Exhibit 1 and incorporated
25 herein by reference , and submitting it to the COUNTY prior to commencing with the self-dealing
26 transaction or immediately thereafter.
27 15. ENTIRE AGREEMENT: This Agreement constitutes the entire agreement between
28 the CONTRACTOR and COUNTY w ith respect to the subject matter hereof and supersedes all previous
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1 Agreement negotiations, proposals , commitments , writings , advertisements , publications , and
2 understanding of any nature whatsoever unless expressly included in this Agreement. In the event of any
3 inconsistency in interpreting the documents which constitute this Agreement, the inconsistency shall be
4 resolved by giv ing precedence in the following order of priority: (1) the text of this Agreement (excluding the
5 COUNTY'S RFP and CONTRACTOR's Response thereto); (2) COUNTY'S RFP ; and (3) CONTRACTOR's
6 Response to the RFP .
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1 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first
2 herein above written.
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6 Tro Ferro -Branch Mana er
Name , Title
7
SCHINDLER ELEVATOR CORPORATION
8 1329 N . MARKET BLVD ., SUITE 120
SACRAMENTO , CA 95834-2941
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DATE: 12/15/2014
COUNTY COUNSEL
FOR ACCOUNTING USE ONLY:
ORG No .:
Account No .:
ORG No .:
Account No :
8935
7205
7511
7295
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Deborah A. Pooch ·
Chairman , Board of S
ATTEST :
BERNICE E. SEIDEL , Clerk
Board of Supervisors
By 3u,_~ &sh Of?
Deputy
DATE:
REVIEWED & RECOMMENDED FOR
APPR AL
Robert W . Bash ,
Director of Internal Serv ices/
Chief Information Officer
APPROVED AS TO ACCOUNTING FORM
Vicki Ww4. f"~
Auditor-Controller/Treasurer-Tax Collector
Schindler Elevator Corporation Certification
I, Thontas Sparno, Vire Presidr:nt and Setretary of Schindler Elevator Corporation, do hereby certify that the followine: elected or appointed officers and manacen
of Schindler Elevator Corporation bold the positions shown opposite their respt<'tive names:
P. Bloom
J. L Rainwater
J . M . Davis
N. M(Fadden
.1. Hera
K. Boss
D. A. Brodbeck
B. Budnik
C. Garrett
1'. 1.. Hall
J .D. Heller
B. S. Johnson
S. Kumpf
Y. Liu
D. Morosky
J . I. Rainwater
K. Rainwater
A. C. Werkhoven
R. J . Larson
K. B. Bailey
T. Baker
M. Molino
N. Rainwater
M. A. Robbins
R. L. Hoyng
Y. M. Garfield
M. Ramandanes
.1. E. Ritter
M. S. Bernhard
J , E. Peterlln
U.O.Romnto
.J . L. Ca~e
.1. Farka~
P. A. Long
L Richardson
.1. A. Stumph
N. M. Groth
M . Bottone
C. R. Cunningham
D. DeVault
L. Haefner
G. B. Horton
P. A. Lytikainen
P. T. Martin
B. McCay
D. Middendorf
P. Parks
R. L. Rhoads
S. E. Sparti
K. II. Spielmann
R .. J. Borland
A. Capiato
G. Rndenheiser
S. K. Scheppke
G. LeGrand
D. Bukin
D. A. Bender
R. T . Falduti
0. P. Leone
8. R. Morris
1.. I. deVille
S. B. Fitzsirnous
R. H. Ludwig
K. V. Prudhomme
D. N. Stlater
M. L. Shelburne
D. Hamasaki
T . K. Rossen
K. \V. Bernard
T. M. Furo
R. P. Fridh
C. Fulda
L. K. llammood
W . L. Hilliard, Jr.
G. Lenora
B. C. Montera
J. Morales
P. Narve
A. M. Timmons
G. \V. Brown, Jr.
M. Schlaman
W . V. Fiacco
P. C. Harty
J . A. Iannaccone
J. R. lmpellizzeri
N. Mhatre
K. A. Rodgers
C. J . Smith
J . Zueger Chid Executive Officer
President G. Ergenbright
M. Bickel
T. Sparno
Vice President & Chid Financial Officer
Vice President, Secretary & General Counsel
Area Vice President
Vice President & Area General Manager
Area General Manager
Area General Mana&er
Di.Urict Manager
District Manager
District Manager
District Manager
Dbtrict Manager
District Manager
District Manager
District Manager
District Manager
District Manager
District Manager
Atting District Manager
District Manager
District Manager
District Manager -Nl
Bnncb Manger
Branch Mana~er
Branch Manag:er
Bra ncb Manager
Branch Manager
Area Vice President
Area General Manager
Area General Manager
Area General Manager
General Manager
General M11nager
General Manager
District Manag;er
District Manager
District Man ager
District Manai:er
District Manager
District Manager-Nl
Branch Manager
Branch Manager
Branch Manager
Bnnch Manager
Branch Manager
Branch Manager
Branch Manager
Branch Manager
Branch Manager
Branch Manager
Branch Manager
Branch Manager
Branch Manager
Arc~a Vice Prelfident
Area General Manarer
Area General Manager
Area General Manager
Area Portfolio Managtr
General Manager
General Manazer
General Mana&er
Gene~al Manag;er
General Manager
District Manager
District Manager
District Manager
District Manager
District Manager
District Manager
District Manager -Nl
Rranch Manager
Bnnch Ma nager
Bnnch Manai:er
Branch Manaeer
Branch Manager ,
Branch Manager
Branch Manager
Branch Manager
Branch Manager
Bran(b Manaeer
Branch Manager
Branch Manager
Vice President
Sr. Vice President
President
Director
Vice President
Vice President
Vice President & CIO
Vice President
Director
ARI!A I!AST
New York
Area East
Area East
New York-Modernization
Baltimore
Washington DC Transit
ManhatbiR-North I Bronx
Boston
Buffalo
North New Jersey
Atlanta
Washington DC
Hartford
Manhattan-South
Lone bland
Philadelphia
New York -New Installation I Major Projetts
Wuhineton DC
Raleleb
Syracuse
Richmond
Allentown
Albany
ARI!A NORTH
Area North
Area North
Area North
Pittsburgh
Chiugo
Minneapolis
Milwaukee
Cleveland
Detroit I Lansh11
U.s Veg ..
Boise
Chicago
Denver
Indianapolis
Columbus
Toledo
Portland
Grond Rapids
Seattle
St. Louis
Cincinnati
Kansas City
llu Moines
Salt Lake City
Madison
ARI!A SOUTH
Area South
Area South
Area South
Area South
Miami
Dan ..
Charlotte
Houston
Los Angeles
Honolulu
Irvine
New Orleans
San Francisco
Orlando
San Antonio
Honolulu
l»hoenlx
Ft. Wurth
Satnmeato
Charleston
Birmingham
Shreveport
Tampa
Tulso
M emphis
San Juan
El Paso
Austin
Portfolio
Human Resource~-SEC I Zone AM
Marketing & Sales -7AJnc AM
Kt:y Account Man1gcmcnt
Major Projects
Supply Chain
Information Sy•tems -Zone AM
Teehnicalaud Field Support
Morketing
and that such persons have been Muthorizcd, consistent with the corporate bylaw11and rr!mlutiuns and when acting in the ordJnary course or conduct of business, to
sign proposals, bid bonds, and contract bonds and to enter iato contracts for the sale, inllltallation, mainteaance, inspection and repair of appantus, service and
suppllrs on behalf of Schindler Elev111tor Corporation.
IN WITNESS WHEREOF, I have hereunto sd my hand and affixed the seal of said Schindler F.levator Corporation.
By :
SCHIND}EPLEVA ~CORPORA TJON
~--~· 1011114 Tbomaf"Sparno, Vice President & Secretary
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Exhibit 1
SELF-DEAI.JNG TRANSACllON DISCLOSURE FORM
In order to conduct business with the County of Fresno (hereinafter referred to as "County"), members
of a contractor's board of directors (hereinafter referred to as "County Contractor"), must disclose any
self-dealing transactions that they are a party to while providing goods , performing services , or both
for the County. A self-dealing transaction is defined below:
"A self-dealing transaction means a transaction to which the corporation is a party and in which one or
more of its directors has a material financial interest"
The definition above will be uti lized for purposes of completing this disclosure form .
INSTRUCTIONS
(1) Enter board member's name , job title (if applicable), and date this disclosure is being made .
(2) Enter the board member's company/agency name and address .
(3) Describe in detail the nature of the self-dealing transaction that is being disclosed to the
County. At a minimum , include a description of the following :
a . The name of the agency/company with which the corporation has the transaction ; and
b. The nature of the material financial interest i n the Corporation 's transaction that the
board member has .
(4) Describe in detail why the self-dealing transaction is appropriate based on applicable
provisions of the Corporations Code .
(5) Form must be signed by the board member that is involved in the self-dealing transaction
described in Sections (3) and (4).
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(1) Company Board Member Information:
Name: Date:
Job
Title:
(2) Company/Agency Name and Address :
(3) Disclosure (Please describe the nature of the self-dealing transaction you are a party to):
(4) Explain why this self-dealing transaction is consistent with the requirements of Corporations
Code 5233 (a):
(5) Authorized Signature
Signature: I Date: I
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1 Attachment 'A '
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Schindler Elevator Corporation response to
RFP Number: 910-5309
October 23, 2014
Schindler
COUNTY OF FRESNO
REQUEST FOR PROPOSAL
NUMBER: 910-5309
ELEVATOR MAl NTENANCESERVICES
Issue Date: October 3, 2014
Closing Date: OCTOBER 23, 2014
proposal will be consjdered LATE when the otfjcjal pyrchasjng tjme clock reads 2·00 p.M.
Questions regarding this RFP should be directed to: Shannon W. Kirby,
phone (559) 600-7116, e-mail skjrby@co.fresno.ca.ys.
Check County of Fresno Purchasing's Open Solicitations website
at https:Uwww2.co.fresno.ca.ys/0440/Bjds/BjdsHome.aspx for RFP
documents and changes.
Please submit all Proposals to:
County of Fresno -Purchasing
4525 E. Hamilton Avenue, 2"d Floor
Fresno, CA 93702-4599
BIDDER TO COMPLETE
UNDERSIGNED AGREES TO FURNISH THE COMMODITY OR SERVICE STIPULATED IN THE ATTACHED PROPOSAL
SCHEDULE AT THE PRICES AND TERMS STATED , SUBJECT TO THE "COUNTY OF FRESNO PURCHASING STANDARD
INSTRUCTIONS AND CONDITIONS FOR REQUEST FOR PROPOSALS (RFP'S)" ATTACHED.
Schindler Elevator Corporation
COMPANY
1329 N. Market Blvd. Suite 120
ADDRESS
Sacramento
CITY
(916)-928-9420
TELEPHONE NUMBER
SIGNED BY
Troy Ferro
PRINT NAME
CA 95834-2941
STATE ZIP CODE
(916)-928-1738 Mike .Martin@us.schindler.com
FACSIMILE NUMBER E-MAIL ADDRESS
Branch Manager
TITLE
PD..040 (8/14)
From
Telephone
E-mail
Date
Subject
County Of Fresno
Attention: Shannon W. Kirby
4525 E. Hamilton Avenue , 2nd Floor
Fresno, CA 93702
RE: RFP 910-5309
Troy Ferro, Branch Manager
916 928-9420
troy.ferro@us.schindler.com
October 22, 2014
County Of Fresno -Elevator Maintenance Services
Dear Mr. Kirby:
We are pleased to submit Schindler Elevator Corporation's response to County Of Fresno's
Request for Proposal. We thank you for the opportunity to participate.
Schindler, a corporation established globally in 187 4 and in the US in 1979, has the unique
combination of expertise , technology, and field resources to maintain virtually any type of
equipment in any type of facility. As a Schindler customer, you would have the added benefit of
the Schindler Elevator Network for Service Excellence (SENSE) to provide you with state-of-the-
art maintenance products and processes , our 24n toll-free customer service support, and national
service sales support to include key account management.
My team and I assure you that we thoroughly understand your portfolio and its needs and we are
confident that we can enhance your experience as a Schindler customer.
On behalf of Schindler Elevator Corporation , we want to extend our appreciation to be your vertical
transportation maintenance provider. We look forward to working with you and continuing our
valuable relationship.
Do not hesitate to contact me with any additional questions. I look forward to the opportunity to
personally present our offering to you in the near future.
Sincerely,
Troy Ferro
Branch Manager
Schindler Elevator Corporation
2
Table of Contents
CONFLICT OF INTEREST STATEMENT ................................................................................................................ 4
TRADE SECRET ACKNOWLEDGEMENT .............................................................................................................. 5
DISCLOSURE-CRIMINAL HISTORY & CIVIL ACTIONS ......................................................................................... 6
CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATIERS--PRIMARY
COVERED TRANSACTIONS ................................................................................................................................. 7
REFERENCE LIST ................................................................................................................................................. 9
PARTICIPATION ................................................................................................................................................ 10
EXCEPTIONS .................................................................................................................................................... 11
VENDOR COMPANY DATA ............................................................................................................................... 13
SCOPE OF WORK ............................................................................................................................................. 16
COST PROPOSAL .............................................................................................................................................. 26
ADDITIONAL REQUIREMENTS .......................................................................................................................... 29
CHECK LIST ....................................................................................................................................................... 60
3
CONFLICT OF INTEREST STATEMENT
Schindler Elevator Corporation
Code of Conduct: Schindler North American Guidelines
SCHINDLER CODE OF CONDUCT-NORTH AMERICAN GUIDELINES
Introduction to the Code
Schindler's global policy of conducting its affairs in accordance with the highest ethical, legal and
business standards has now been codified in the Schindler Code of Conduct ("Code "). The Code
sets forth the basic tenets to be followed by Schindler employees throughout the world .
Ethical Standards/Conflicts of Interest
Schindler and its employees should avoid creating even the "appearance" of a conflict of interest
or unethical behavior, whether it involves business or personal activities, that might reflect on the
Company.
All employees must maintain impartial relationships with our customers , vendors, and consultants
and be motivated solely by the best interests of Schindler.
The following principles will assist employees in avoiding activities that interfere with the objective
performance of Schindler's business and undermine their professionalism and the Code.
-Similar to the requirements regarding the giving of gifts in Section Ill , employees must not
solicit any gifts and may only receive occasional and nominal, non-cash gifts from third
parties in connection with any business activities on behalf of Schindler. As noted in the
Code , unless the employee 's supervisor authorizes acceptance, any gifts with a value
exceeding Fifty Dollars ($50 .00) U.S . must be returned by the employee . Employees
should also not accept entertainment from a third party that is unreasonable in value,
frequency or type.
-Schindler employees must not , directly or indirectly , be employed by or perform services
for a competitor.
-All employees are required to complete and sign a Schindler "Conflict of Interest" form
every two (2) years. The forms are available from the Human Resources Department.
4
TRADE SECRET ACKNOWLEDGEMENT
I have read and understand the above "Trade Secret Acknowledgement."
I understand that the County of Fresno has no responsibility for protecting information submitted
as a trade secret if it is not delivered in a separate binder plainly marked "Trade Secret." I also
understand that all information my company submits , except for that information submitted in a
separate binder plainly marked "Trade Secret," are public records subject to inspection by the
public. This is true no matter whether my company identified the information as proprietary,
confidential or under any other such terms that might suggest restricted public access.
Enter company name on appropriate line:
Has submitted information identified as Trade
-(:::C:--o-m-pa_n_y-:-N:-a-m-e):------------Secrets in a separate marked binder.**
Schindler Elevator Has n.sU submitted information identified as Trade
corporation Secrets . Information submitted as proprietary
=(.=;C:..>=o=m=pa=n=y:...:..N_a_m_e) ___________ confidential or under any other such terms that
ACKNOWLEDGED BY:
Signature
Troy Ferro, Branch Manager
Print Name and Title
1329 N. Market Blvd.
Suite 120
Sacramento
City
might suggest restricted public access will not be
excluded from treatment as public record.
(916)-928-9420
Telephone
10/22/2014
Date
Address
CA 95834
State Zip
**Bidders brief statement that clearly sets out the reasons for confidentiality in conforming with
the California Government Code definition.
5
DISCLOSURE-CRIMINAL HISTORY & CIVIL ACTIONS
In their proposal , the bidder is required to disclose if any of the following conditions apply to
them , their owners, officers , corporate managers and partners (hereinafter collectively referred
to as "Bidder"):
• Within the three-year period preceding the proposal , they have been convicted of, or had
a civil judgment rendered against them for:
o fraud or a criminal offense in connection with obtaining , attempting to obtain , or
performing a public (federal , state , or local) transaction or contract under a public
transaction ;
o violation of a federal or state antitrust statute ;
o embezzlement , theft, forgery , bribery , falsification , or destruction of records; or
o false statements or receipt of stolen property
• Within a three-year period preceding their proposal , they have had a public transaction
(federal , state , or local) terminated for cause or default.
Disclosure of the above information will not automatically eliminate a Bidder from consideration.
The information will be considered as part of the determination of whether to award the contract
and any additional information or explanation that a Bidder elects to submit with the disclosed
information will be considered . If it is later determined that the Bidder failed to disclose required
information , any contract awarded to such Bidder may be immediately voided and terminated for
material failure to comply with the terms and conditions of the award.
Any Bidder who is awarded a contract must sign an appropriate Certification Regarding
Debarment, Suspension , and Other Responsibility Matters. Additionally, the Bidder awarded
the contract must immediately advise the County in writing if, during the term of the agreement:
(1) Bidder becomes suspended, debarred, excluded or ineligible for participation in federal or
state funded programs or from receiving federal funds as listed in the excluded parties list
system (http://www.epls .gov); or (2) any of the above listed conditions become applicable to
Bidder. The Bidder will indemnify , defend and hold the County harmless for any loss or damage
resulting from a conviction, debarment, exclusion , ineligibility or other matter listed in the signed
Certification Regarding Debarment , Suspension , and Other Responsibility Matters.
6
CERTIFICATION REGARDING DEBARMENT, SUSPENSION,
AND OTHER RESPONSIBILITY MATTERS--PRIMARY
COVERED TRANSACTIONS
INSTRUCTIONS FOR CERTIFICATION
1. By signing and submitting this proposal, the prospective primary participant is providing
the certification set out below .
2. The inability of a person to provide the certification required below will not necessarily
result in denial of participation in this covered transaction . The prospective participant
shall submit an explanation of why it cannot provide the certification set out below. The
certification or explanation will be considered in connection with the department or
agency's determination whether to enter into this transaction . However, failure of the
prospective primary participant to furnish a certification or an explanation shall disqualify
such person from participation in this transaction.
3. The certification in this clause is a material representation of fact upon which reliance
was placed when the department or agency determined to enter into this transaction. If
it is later determined that the prospective primary participant knowingly rendered an
erroneous certification , in addition to other remedies available to the Federal
Government, the department or agency may terminate this transaction for cause or
default.
4. The prospective primary participant shall provide immediate written notice to the
department or agency to which this proposal is submitted if at any time the prospective
primary participant learns that its certification was erroneous when submitted or has
become erroneous by reason of changed circumstances .
5. The terms covered transaction , debarred , suspended , ineligible , participant, person ,
primary covered transaction , principal , proposal , and voluntarily excluded , as used in this
clause , have the meanings set out in the Definitions and Coverage sections of the rules
implementing Executive Order 12549. You may contact the department or agency to
which this proposal is being submitted for assistance in obtaining a copy of those
regulations.
6. Nothing contained in the foregoing shall be construed to require establishment of a
system of records in order to render in good faith the certification required by this clause .
The knowledge and information of a participant is not required to exceed that which is
normally possessed by a prudent person in the ord inary course of business dealings.
7
CERTIFICATION
(1) The prospective primary participant certifies to the best of its knowledge and belief, that it, its
owners, officers, corporate managers and partners :
(a) Are not presently debarred , suspended, proposed for debarment, declared ineligible, or
voluntarily excluded by any Federal department or agency;
(b) Have not within a three-year period preceding this proposal been convicted of or had a
civil judgment rendered against them for commission of fraud or a criminal offense in
connection with obtaining , attempting to obtain, or performing a public (Federal, State or
local) transaction or contract under a public transaction ; violation of Federal or State
antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or
destruction of records , making false statements , or receiving stolen property;
(c) Have not within a three-year period preceding this application/proposal had one or more
public transactions (Federal , State or local) terminated for cause or default.
(2) Where the prospective primary participant is unable to certify to any of the statements in this
certification, such prospective participant shall attach an explanation to this proposal.
Signature :
Troy Ferro, Branch Manager
(Printed Name & Title)
Date:
October 22 , 2014
Schindler Elevator Corp.
(Name of Agency or Company)
8
VENDOR MUST COMPLETE AND RETURN WITH REQUEST FOR PROPOSAL
Firm: Schindler Elevator Corporation
REFERENCE LIST
Provide a list of at least five (5) customers for whom you have recently provided similar
services. Be sure to include all requested information .
Reference Name : -=C=ity._o=f..:...A=us=ti""'"n ________ Contact: Jerry Slabaugh
Address : PO Box 1088
City : -=-A=us=ti::..:.n _________________ State : TX Zip: 78767
Phone No .:
Service Provided :
Reference Name :
Address :
City : Charlotte
( ..§J1_) -'4::;..04:...-4~3_,_,52=--------Date : April, 2014
Maintenance and repair services for elevators and escalators
Charlotte Douglas International Airport
5601 Wilkinson Blvd
Contact: Lloyd Edwards
State : ...:...:N=C __ Zip : 28208
Phone No.: ( 1M_) -=-50=6:...:::-8=64.:..:::9 ______ Date : July . 2013
Service Provided : Maintenance and repair services for elevators and escalators
Reference Name : ....::C:..::.ity._o=f..:..P.:..:.ho,_,e"-'n'"""ix ________ Contact: Don Hankins
Address : Civic Plaza East Garage , 111 3rd St Lbby 1
City : Phoenix State : AZ Zip : ...>::8.:::..:50'"""04-'-------
Phone No .: ( ..2.QL_) ...::.25=6:...:::-5=61.:..::3 ______ Date : December 2011
Service Provided : Ma intenance and repair services for elevators and escalators
Reference Name : Fort Lauderdale Hollywood Airport Contact: Bob Block
Address: 3545 SW 2nd Avenue ~~~~~~-----------------------
City : Fort Lauderdale
Phone No .: ( ..llM_) 359-1272 Date :
State : ..E.L_ Zip : ...>::3.:::..:33'-'-15"-------
Auqust , 2008
Serv ice Provided: Maintenance and repair for elevators and escalators
Reference Name: ....!:C:..::.itv~of...!::S~an~Jo!.!!se~-------Contact: -=B=iii-=-F=al:.:....l ----------
Address: 1661 Senter Road
City : San Jose State : _,C~A,__ __ Zip : 95112
Phone No .: ( ~) ...>::.97~5:...!-7..:;24:!..::6~-----Date : July . 2009
Service Provided : Maintenance and repair for elevators and escalators
Failure to provide a list of at least five (5) customers may be cause for rejection of
this RFP.
9
PARTICIPATION
The County of Fresno is a member of the Central Valley Purchasing Group. This group consists
of Fresno , Kern , Kings , and Tulare Cou nties and all governmental , t ax supported agencies
within these counties.
Whenever possible , these and other tax supported agencies co-op (piggyback) on contracts put
in place by one of the other agencies .
Any agency choosing to avail itself of this opportun ity , will make purchases in their own name ,
make payment directly to the contractor, be liable to the contractor and vice versa , per the terms
of the original contract , all the while holding the County of Fresno harmless. If awarded this
contract , please indicate whether you would extend the same terms and conditions to all tax
supported agencies within this group as you are proposing to extend to Fresno County.
~ Yes , we will extend contract terms and conditions to all qualified agencies within the
~ Central Valley Purchas ing Group and other tax supported agenc ies .
D No , we will not extend contract terms to any agency other than the County of Fresno .
(Autho rized Sig natu re )
Troy Ferro , Branch Manager
Title
* Note: This form/information is not rated or ranked in evaluating proposal.
10
EXCEPTIONS
A. Exceptions to General Conditions
a. None
B. Exceptions to General Requirements
a. Please add the following statement to the end of the Hold Harmless Clause "to the
extent caused by the negligent acts or omissions of Contractor."
b. Please add the following paragraph to general requirements: "Neither party will be
liable for any special , indirect , consequential , or liquidated damages hereunder."
c. We located 2 single-bottom jacks at 2220 Tulare Street. Given the gravity of single-
bottom jacks, please add the following to the general conditions :
INDEMNITY, RELEASE, DISCLAIMER AND HOLD HARMLESS
In consideration of Schindler Elevator Corporation ("SEC ") agreeing to maintain single bottom jack
elevator units at Fresno County Plaza, it is agreed that SEC disclaims any liability or
responsibility related to the presence of a single bottom jacks located at the premises at 2220
Tulare Street, Fresno, CA, and further, County Of Fresno shall and agrees to defend , indemnify,
release and hold harmless SEC and its employees , affiliates , divisions, parent entities ,
predecessors and successors, representatives and agents from and against all claims , liabilities,
losses , injuries, death, damages , fines , penalt ies , payments , costs, and expenses (including,
without limitation, attorneys ' fees and expenses) caused by and/or in any way related to the
presence of a single bottom jack or jacks located upon the premises at Fresno County Plaza 2220
Tulare Street Fresno, CA 93721.
INSURANCE
Owner shall provide , at a minimum , insurance coverage as set forth below, pursuant to and in
accordance with ISO Form Number CG 2010 11/85 , and a certificate of insurance must be
provided to SEC specifying such coverage :
Comprehensive General Liability (including Products Liability , Completed Operations, Broad Form
Property damage , and Blanket Contractual Liability):
$2M per occurrence
$5M Gen . aggregate
Schindler Holding , Ltd ., Schindler Elevator Corporation , and Schindler Enterprises, Inc. shall be
named as additional insureds on the above referenced pol icies, and shall appear as such on the
Certificate of Insurance. Insurance shall be provided with a waiver of subrogation in favor of the
entities named as additional insureds . Insurance shall be primary over any other valid and
collectible insurance. Any deductible I retention is the responsibility of the First Named Insured.
Coverage shall apply to claims brought anywhere in the world.
C . Exceptions to Specific Terms and Conditions
a. None
D. Exceptions to Additional Requirements
a. None
E. Exceptions for Scope of Work
a. Please add "Obsolescence" to the list of Full Service Maintenance Exclusions in
11
Item 5.
F. Exceptions to Proposal Content Requirements
a. None
G. Exceptions to any other part of this RFP
a. None
12
VENDOR COMPANY DATA
A. A narrative which demonstrates the vendor's basic familiarity or experience with
problems associated with this service/project.
Schindler has not provided maintenance services to the County of Fresno and therefore does not
have any recent knowledge about the site or problems associated with the service or projects.
B. Descriptions of any similar or related contracts under which the bidder has provided
services.
Schindler has a great deal of experience in providing service to decentralized client structure.
Unlike clients who have all of their vertical transportation equipment in one facility, clients w ith a
decentralized structure require a spec ialized approach that includes a robust communication
network, mechanics who are trained in a broad base of equipment types and an immediate parts
available for a variety of equipment Schindler's service organization is able to offer complete
support to our service team to addresses these special needs .
It is as a direct result of these capabilities that has allowed Schindler to win and to continue our
service relationship with many large decentralized service clients . These include many large
university, county , and municipal governments. Some of these service relationships have been
listed in the references section of this submission including The City of Austin, The City San Jose,
and The City of Phoenix . Additionally , Sch indler has contractual relationships with over 100 major
universities and colleges across the United States including University of California various
campuses and University of Southern California. Due to disclosure requirements with many of our
customers , we are not permitted to provide complete lists . Should you require additional
references , please let us know.
C. Descriptions of the qualifications of the individual(s) providing the services.
Schindler Elevator prides itself on hiring and employing the best and brightest employees in the
industry . You will find that the individuals who will be assigned to County of Fresno will be no
exception. Together, the 6 individuals who will be servicing the County of Fresno portfolio in some
capacity have 97 years of elevator and escalator experience . Rest assured that this near-century
of expertise will work to keep your equipment runn ing smoothly. Please see the more detailed
resumes provided in the "Additional Requirements " section .
D. Any material (including letters of support or endorsement) indicative of the bidder's
capability.
As we have stressed throughout this RFP , Schindler offers many key differentiators that are not
provided by other service providers . It is our belief, these different iators allow us to provide the
highest level of service and reliability . Please read about our differentiators below:
ISO 9001 Certified: At Schindler, we are committed to providing our customers with the absolute
13
best service in the industry. Over the decades, we 've introduced numerous advancements that
have helped our technicians work more efficiently to provide you with reliable mobility. As a result ,
we are the first , and only , Elevator Company in North America to receive the ISO 9001 quality
certification. That certification speaks to the management systems we have in place to ensure
consistent high quality service. Now, we 've raised the bar even higher. Working through our
proprietary service delivery systems , we are the first in the industry to fully integrate all of our
service technology tools into one seamless SAP platform.
Technology Improvement Program: W ith our Technology Improvement Program (TIP), we can
apply our current technology to older equipment to improve reliability, safety, and performance at
no cost to you.
On-Site Callback Assistance Resource (OSCAR): Oscar helps technicians eliminate the
guesswork. With a few clicks on their iPhone Fieldlink hand-held instrument, technicians can
quickly identify causes and solutions for specific equipment issues. This unique technology, which
is unmatched in the industry, drastically improves customer service and satisfaction.
TEAM 1: Should a highly technical problem arise , Schindler has Team 1, a team of highly trained
field engineers located throughout the United States . They are tasked with eliminating high
callbacks on problem elevators through in-depth root-cause-analysis.
Internal Quality Audits: Schindler employs a variety of auditing strategies to ensure quality
standards are being met. These include use of Team 1 engineers , Holland Ohio engineers , and
supervisor site visits. Callbacks are constantly monitored and evaluated for trends. Units
recording repeat calls are given special attention to ensure callbacks are eliminated.
Technical Training: Schindler training covers a wide variety of topics including installation
techniques, maintenance protocols , competitor equipment training , and extensive safety training, to
name a few. Our goal is to have the best-trained workforce in the industry so that we consistently
deliver the best service to our customers. Our expectation is that every mechanic receives over 50
hours of training every year. No other major OEM makes this kind of investment in their
mechanics.
E. A brief description of the bidder's current operations, and ability to provide the
services.
The County of Fresno falls under the jurisdiction of the Sacramento District office. In the Fresno
area, we currently have 3 service technicians. If awarded the County of Fresno portfolio, an
additional technician will be added to provide you with resident coverage. This local crew is
supported by the service team of 8 technicians working out of the Sacramento office. Between the
local Fresno coverage and the District coverage from Sacramento , we will be able to thoroughly
provide maintenance and repair services to the County of Fresno.
F. Copies of the audited Financial Statements for the last three (3) years for the
agency of program , that will be providing the service(s) proposed. If audited
statements are not available, complied or reviewed statements will be accepted with
14
copies of three years of corresponding federal tax returns. This information is to be
provided after the RFP closes, if requested. Do not provide with your proposal.
Schindler Elevator will provide audited Financial Statements for 2011 , 2012, and 2013 upon
request after the RFP closes.
G. Describe all contracts that have been terminated before completion within the last five (5)
years :
In the 1 00+ years of business it is possible that certain projects were not completed as the result of
owner insolvency and/or for reasons unrelated to our performance. We do not maintain records of
the information requested.
H. Describe alllawsuit(s) or legal action(s) that are currently pending ; and any lawsuits(s) or
legal action(s) that have been resolved within the last five (5) years :
As a large, national provider of elevators , escalators , and moving walks , we have pending general
liability suits in many jurisdictions.
I. Describe any payment problems that you have with the County within the past three
(3) years:
Schindler Elevator Corporation has no t had any payment problems with the County of Fresno
within the past three (3) years as we have no t had business with the County of Fresno within the
past three (3) years.
15
SCOPE OF WORK
Scope of Work Item -A. Full Service Maintenance Program-Fixed Price Sections
Schindler will furnish all labor, material , supplies , services , and equipment necessary for
FULL SERVICE MAINTENANCE service for elevators , dumbwaiters , and special lifting
devices for the COUNTY of Fresno as noted in ATTACHMENT A. All field labor and
supervision will be supplied by of Fresno office, which include supervision and a team of
three mechanics . Should we be the successfully bidder, we shall increase this staff to
four field technicians. All parts , tools , equipment, and cleaning , transportation (when and
where required) will be provided by our local warehouse and as necessary, other
warehouses in the Schindler network. All ma intenance records , including repair work
performed, and callback data w ill be stored electronically and made available to anyone
authorized by the county.
Schindler field employees are members of the International Union of Elevator
Constructors (IUEC). As such , we only use IUEC and company trained journeyman
level mechanics and he lpers who are directly employed and supervised by us . These
employees are qualified to keep the equipment properly adjusted , and Schindler will use
all reasonable care to mainta in the equipment in proper and safe operating condition
and to extend the life of the equipment.
Unless specifically excluded , we accept total responsible for entire elevator
systems in the buildings .
The primary objectives are to:
• Make the necessary number of inspections required to maintain all elevators in first
class operating condition at all times .
• Ensure the safe , reliable , and cont inued operations of all COUNTY elevator
equipment
• Prevent breakdowns due to worn parts
• Maintain elevators above the point where deterioration begins
In order to accompl ish this we shall employ our Service Delivery Method consisting
of the following four parts :
Service Methods
• Dynamic PM modules des igned around the specific equipment so that our mechanics are
performing the correct procedure at the correct time.
• Our mechanics perform a standard procedure the same way whether they are in
Cleveland or Hong Kong so that we are doing t hem the r ight way every time.
• CPSI is a company mandated safety inspection that goes beyond most local code
requirements to ensure the safety of the vertical transportation equipment
maintained by Schindler
Service Technology
• All of our mechanics have a field l ink tool which we can drive real time communications
with our staff, our mechanics , and our customers . As with all of our technology, this is
continually improving and we are now moving to the more versatile Apple iPhone 5.
• SRM (Schindler Remote Monitoring) keeps an eye on your elevators and
promptly reports and problems detected to reduce unexpected shutdowns.
16
• Real time dynamic scheduling ensures your elevators and escalators get the
service they need when they need it to ensure maximum uptime, safety , and
performance.
Continuous Reliability Improvement
• TEAM 1 is a team of highly trained field engineers located throughout the United States,
that are tasked with eliminating high callbacks on problem elevators through in-depth
root-cause-ana lysis.
• TIP (Technology Improvement Program). Schindler invests in component upgrades to
help reduce unnecessary shutdowns improving overall reliability and reducing operating
costs. National Account clients benefit from these upgrades when they are released.
• Callback reduction process performed at a local and national level.
• Technical Training-Schindler training covers a wide variety of topics including
installation techniques, maintenance protocols, competitor equipment training, and
safety training, to name a few. Our goal is to have the best trained workforce in the
industry so that we consistently deliver the best service to our customers. Our
expectation is that every mechanic receives over 50 hours of training every year. No
other major OEM makes that kind of investment in their mechanics.
Service Excellence -Customer Focus
• Customer Scorecard is a tool that each customer receives . It is an online tool where
customers can view historical data, real time updates, and reports of our service history
including callbacks and preventative maintenance modules. This helps Schindler be as
transparent as we can be for our customers. We want our customers to be as informed
as possible and through this we are able to do so .
• Customer Satisfaction Process is a process we go through every year to make sure our
customers have the ability to give feedback. With that feedback we are able to make
adjustments as a company to become stronger and better for our customers. It is our
way of providing a closed loop service to our customers.
Scope of Work-Item Full Service Maintenance shall consist of the following work:
1. Inspections, Cleaning, Lubricating, and Adjustments
We will provide periodical inspections as described in our SDM section with specific
intent to comply with these items . Under no circumstances shall we fall below the
required monthly maintenance requirements of this RFP .
2. Supply, clean, repair, and replace all parts as required by wear and tear.
We will only use parts designed and suitable in all respects. Only new parts that
are correctly designed and suitable in all respects shall be used , unless the part is
no longer manufactured or commercially available through our parts suppliers.
We shall use parts that are locally stocked in our facility or in an neighboring district
office. If said parts are not available locally, we shall arrange for overnight delivery
of the part from one of our many national warehouses. If parts are delayed for a
longer period, we shall notify the County and , at their discretion , may instruct the
17
Schindler to purchase the necessary parts locally at no additional cost to the county.
The list which follows is representative of parts to be maintained . It may not be
complete or exhaustive . Other elevator parts and components which are present in
the elevators and related systems , but are not listed here , are also included.
• Auxiliary/Accessory Equipment, including all auxiliary/accessory elevator
equipment installed prior to commencement of this contract unless noted in the
exclusions section. Examples include handicap and earthquake devices.
• Car. including power door operator, door, door protective devices , car fan , car
door hangers , car door contact, load weighing equipment , leveling device and
cams , car safety devices , car guide shoes and car sub flooring , car top operating
switches , circulating fans , hoist way access switches , car top emergency exits ,
emergency alarm bells , mechanical/electrical communication , safety
mechanisms , sound or special equipment, ventilation system .
• Controller. including relays , resistors , contacts , coils , leads , transformers ,
control rectifiers , reactors , filters , heat s inks , amp traps , transducers , fuses ,
timing devices and solid state components.
• Dispatching Equipment. including relays , resistors , contacts , coils, leads, fuses ,
transformers , timing devices , solid state components and car and operation
stations.
• Exterior of machinery , motors, controls and all other parts shall be cleaned ,
properly painted , and presentable at all times .
• Fixtures: car and hall button stations , master indicator control panels , all signal
fixtures including contacts , buttons , key switches and locks , lamps and sockets.
Selector lamps and buttons shall be checked and replaced as needed on every
service visit. Chipped or discolored push-buttons or indicators will also be
changed.
• Governor: including sheave , bearings, shafts contacts and governor jaws.
• Guide Rails : Keep gu ide rails clean and properly lubricated , except that when
roller type guides are involved , no rail lubrication shall be used. When
necessary , the SCHINDLER shall renew guide shoe gibs or rollers when
worn/cracked , or as required to ensure smooth and quiet operations. All oil
reservoirs shall be kept properly sealed to prevent leakage. Hoist ways , sill
angles , 1-beams , rail brackets , car tops and pit areas shall be kept free of lint ,
dust and debris at all times.
• Hoist way: including deflector sheave, secondary sheaves, buffers , governor
tension assemblies , guide ra ils , limit switches , door interlocks , compensating
sheave assemblies , compensating cha in or cables , traveling cables, hoist way
and machine room wiring , hoist way door interlocks , hoist way door hangers
and gibs and auxiliary closer.
• Hoist way entrance door: S ill areas beyond the entrance frame opening must
be cleaned at each service visit.
• Hoisting Ropes : Examine and equalize tension of all hoisting ropes. Renew all
hoisting and governor ropes when worn or rusted to ensure an adequate factor of
safety. Also , repair and/or replace all electrical wiring and conductors extending
to the equipment from main line switches in machinery rooms and outlets in hoist
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ways.
• Hydraulic Fluid: Furnish and maintain hydraulic fluid at proper operating level.
Periodically conduct an inspection of hydraulic fluid to detect contaminants and
assure proper viscosity , make necessary corrections and replace fluid as
required. Furnish hydraulic fluid compounded to the manufacturer's rigid
specifications. Clean excessive fluid leakage from pump pans, cylinder heads,
machine room and pit floors.
• Jack Unit: including plunger, guide bearing , packing and packing gland.
• Lubricants : Furnish lubricants compounded to specifications and selected to
give the best performance.
• Machine: including worm, gear, thrust bearings , drive sheave, sheave shaft
bearings, brake coil, brake linings and components.
• Motor/Motor Generator: including motor windings , bearings, rotating element,
commutators, brushes and brush holders , contacts, relays, resistors, packing.
• Mufflers and muffler components
• Pump Unit: including pump, V-belts, strainers , silencers , springs and gaskets.
• Selector: including electrical or mechanical drive components, cams , contacts,
relays , resistors , leads , transformers and solid state components.
• Telephones : Telephone instruments shall be checked and repaired and any
problems reported immediately to the County
• Valves: including relief valve, pilot, lowering, leveling and checking valves or
any of the parts thereof.
• Wire ropes : Shall be renewed as often as necessary to maintain an adequate
factor of safety and equalize the tension on all hoisting ropes. (Lubricate ropes
appropriately and when necessary remove all residue and accumulated deposits
from the rope surface and shorten ropes and chains as required to provide legal
and reasonable bottom clearances .)
• Other: All other signal and operating fixtures , scheduling and accessory devices
which are part of the elevator installation at the time the bid for the work is
submitted.
Scope of Work-Item 3. Safety Tests
Schindler shall perform all code mandated safety inspections including , but not
limited to, the annual , five year full load, pressure tests, Firefighter's Service tests,
and all other safety tests recommended or directed by all applicable governmental
authorities including those required by ANSI A 17.1 , National Elevator Safety Code
or other applicable codes) in force at the time of the signing of this Agreement.
In addition, we shall perform the Schindler mandated CPSI safety testing.
We will use the necessary manpower to promptly correct any defects that may be
found in testing and examining the safety devices, and shall send a notice to the
Owner/Agent advising of the test , test results, and corrections. Calibrate load-
weighing devices
to Purchaser's selected settings , after annual and , as applicable.
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Scope of Work-Item 4. Maintain guaranteed performance levels.
At the commencement of this contract, we shall establish benchmark standards for
operational performance of all units covered by this agreement and this report shall be given
the County for its ' evaluation .
At least annually thereafter, Schindler shall submit a comprehensive report showing
actual measurements of operational performances of all elevators.
This report shall be provided in a mutually agreeable format and shall include
brake-to-brake times, cycle times , door open and door close times , door waiting
times , ride quality and other pertine nt information , as well as location , number,
capacity , speed , type , number of stops , and the name of the person making the
report. It is our intent to have the maintenance supervisor conduct this study.
Scope Item -5. Full Service Maintenance Exclusions :
The following items are not included in the fixed prices quoted for "full service"
maintenance, and will be billed at according to the Extra Services provisions of this
RFP :
Maintaining, refinishing , repairing or replacements of:
• Any components of the elevator cab , its floor, floor covering , sills , handrails ,
ceiling , etc.
• Hydraulic cylinders , casings and concealed hydraulic piping
• Light fixtures and bulbs associated fixtures used for cab illumination
• Main line power switches , breakers and feeders to control equipment
• Smoke and/or heat detectors/sensors
Service calls required due to :
Negligence , accident , vandalism or m isuse of the equipment by anyone other than
the SCHINDLER, his employees , subSchindlers , servants or agents , or other
causes beyond the SCHINDLER's control except ord inary wear and tear.*
Examples :
• Doors kicked off tracks
• Fire in elevator cab set by vandals and burned car buttons
• Doors knocked off tracks by COUNTY personnel (e .g. furniture movers)
• Car left "keyed off' or left on "independent" by building personnel , movers or
security guards.
• Safety tripped elevato r off due to someone jumping up and down in the
elevator.
• Debris in car or hall door sill tracks .
• Foreign objects caught or wedged under car or hall doors such as carpet tacks,
small rocks and coins.
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Other Exclus ions
• Retrieval of occupant or visitor keys dropped in t he pit
• Flooded machine room , top of car, or pit
• Elevator out of service due to verified electrical outage or other electrical
problem for wh ich the COUNTY is responsible .
• Elevator telephones not working
• Changes in des ign and construct ion mandated by changes in law or code
Prior to performing any repa ir in which we bel ieve the root cause to be one of
these exclus ions , we shall prepare a written proposal detailing the repair and
cost. No work shall be undertaken without the express consent of County.
Scope Item B. Limited Service Maintenance
Schindler understand that a number of county elevators , identified herein, are in
buildings that are currently vacant. In those facilities , the county wishes to provide
the minimal services necessary to keep the elevators operational and permits
activated . We shall utilize the same delivery method as described above but in a
more limited scope to meet the intent of this sect ion .
Under limited service we w ill exam ined the covered u n~s for optimum operation . We shall
examine , clean , and lubri cate the following components : Controller, Machine, Motor,
Generator, Interlocks , Guide Rails , Door Operator & Door Equipment, Fixtures ,
Sheaves , Ropes , Governors , Hydraulic Power Units , and Jack Assemblies to the extent
they are exposed.
Our service will include m inor adjustments to the equipment while on scheduled service
visits if in the our opinion such changes are required . All work shall be completed
during the normal contractual days & hours of Monday thru Friday , 6 :00a.m. thru
6 :00pm.
All costs associated with repair , replacement parts , testing , and labor is NOT included.
Prior to perform ing any repa ir in wh ich we be lieve the root cause to be one of these
exclusions , we shall prepare a written proposal detailing the repair and cost. No work
shall be undertaken without the express consent of County.
Scope Item II. -OTHER EQUIPMENT SERVICED
A. Service Lifts/Dumbwaiters
We will utilize the same labor pool described above to provide p reventive ma intenance is
limited to inspection and lubrication. Repair parts and labor
are to be billed as Extra Service .
B. Wheelchair Lifts
We will utilize the same labor pool described above to provide p reventive maintenance is
limited to inspection and lubrication . Repair parts and labor
are to be billed as Extra Service .
Scope Item Ill. CALL BACK SERVICE
We will utilize the callback service methods as described in the submission . We have
included 24 hour 7 day per week coverage. Coverage will pre provided by our on-call
21
mechanics.
Call-backs will be categorized as follows :
LEVEL I -Trapped passenger or situation causing imminent harm to passenger,
machinery or building -Requires onsite response in thirty (30) minutes or less.
LEVEL II -Out of service equipment which critically affects the building operations
such as , but not limited to, only means of conveyance in the building. -Requires
onsite response in ninety (90) minutes or less.
LEVEL Ill -All other types of call-backs not defined by Levell or II. This requires
onsite response at 0600 hrs. the next normal working day.
Scope Item -V. REGULATORY COMPLIANCE
In the performance of the contract resulting from this RFP , SCHINDLER agrees to carry out
all work in strict compliance with all laws , codes, rules and regulations set forth with regard
to the equipment by municipal , state , or federal authorities having jurisdiction in effect on the
date of the contract including but not limited to :
A. ANSI A 17 .3-2011 Safety Code for elevators and Escalators
B. ISO 41901 to 6 : 1984 Lifts and Service Lifts (USA: elevators and dumbwaiters)
C. Prevailing Wage Law
D. Cai/OSHA-Title 8 -Elevators
E. California Administrative Code
F. All other Cal-OSHA requirements and other regulations of officials or State Agencies
having legal jurisdiction
G. Title 24 , including pressure relief tests
H. Worker's Compensation Act with all amendments
I. All relevant safety, health , environmental codes from federal, state or local
municipalities including Title 40 , code of Federal Regulations, Title 296.
J. COUNTY policies
K. Laborandlndu~ries
Schindler shall manage resolut ion of and respond in writing to all Labor and Industries
inspection results . This includes coordinating all documentation and working with the
Owner/Agent on division of work between the Schindler and the COUNTY to resolve
deficiencies and scheduling of all work.
Scope Item-VI. DOCUMENTATION AND REPORT REQUIREMENTS
Schindler will utilize our Customer Scorecard Wed S ite to comply with this section
requirements. Additionally, we shall provide and keep current a suitable log for each
elevator, posted in the mach ine room . A sample is provided.
B. Monthly
• Monthly report
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Written documentation as to the performance of monthly services shall be provided to
the Owner/Agent. Documentation is due by the 1Oth of the following month
C. Annual
• Service record (hard copy) for each elevator
A service record for each report , showing all preventative maintenance , repa irs and
all callback service performed , shall be submitted . The service record(s) shall be
kept in the appropriate elevator machine room at the Facility and shall indicate ;
• Annual Elevator Performance Criteria will be provided in the format as shown in the
attachment unless the County objects.
Annual performance testing including all of the performance criteria listed in
Performance Criteria section of this RFP to verify and document maintenance of all
original design performance characteristics .
• Elevator Condition Report
Schindler shall update the "Elevator Condition Report" annually. Four copies of the
survey are to be provided to the Owner/Agent no later than December 31 of each
year. The survey is to include features which are installed , features which are not
installed , the costs for all needed upgrades/deficiencies, summaries of those costs ,
and other general information for each elevator maintained as a part of any contract
provided in response to this solicitation. The survey shall be provided in hard copy in
a notebook and electronically as a Microsoft Word or .pdf file, and
shall contain the following sections :
o General Information , Locat ion , Type , Age , Grand, No . of stops, etc.
o Safety Features
o Fire Service Features
o ADA Compliance
o Obsolescence, which equipment is obsolete
o Seismic Safety Features
o Any written manufacturer recommendations for elevators/escalators preventive
maintenance and the latest adopted editions of ASME A17.1.
o Life Expectancy of Major Components Based on Current Use Levels
o Ranking of Elevators from those in the worst condition to the best condition; the
following formula shall be used:
Elevator Condition = Cost of Deficiencies/Upgrades
Current Replacement Value
Scope Item VII. MINIMUM FREQUENCY OF REGULAR SERVICE
Our SDM program will be configured for monthly service with the minimum time spent
for service inspections of (1) hour per traction-gearless elevators, one (1) hour per
hydraulic elevator and one-half (1/2) hour per dumbwaiter. If sign in sheets are
available , we will comply.
Scope Item VIII. SCHEDULES AND REQUIRED RECORD KEEPING
This is address above.
23
Scope Item IX. ELEVATOR DOWNTIME
SDM will be configured to avoid more than one elevator shall be put out of service in a
building at one time for regular maintenance , lubrication and servicing. When an elevator is
taken out of service for planned maintenance the Owner/Agent shall be notified in advance
so they can notify building occupants. This information shall include how and when the
elevator is to be put back into service Owner/Agent will approve all downtime for all
elevators. For critical units, or those with limited or no back up, shutdowns must be limited
to the fullest extent possible.
24
Scope Item-XI. SCHINDLER RIGHTS AND RESPONSIBILITIES
SCHINDLER shall make the necessary number of inspections required to maintain all
elevators in first class operating condition at all times. Minimum frequency of regular
service inspections required is shown on the Quotation Schedules; however, these are
minimum only and do not relieve Schindler from the responsibility of providing the
Minimum time spent for service inspections will be one (1) hour per
traction-gearless elevators , one (1) hour per hydraulic elevator and one-half (1/2) hour
per dumbwaiter.
Scope Item-XXIII. SAFETY DATA SHEETS (SDS)
SCHINDLER shall furnish the Owner/Agent SDS with electronic MSDS sheets for all
products which we intends to utilize in the contract resulting from this RFP. This includes
all cleaning solvents, lubricants, oils, greases, paints, etc. used during their performance
of the elevator preventive maintenance .
Scope Item-XXIV. HAZARDOUS MATERIALS
In the event hazardous materials are encountered, SCHINDLER shall notify the
COUNTY and the COUNTY will be responsible for abatement.
25
COST PROPOSAL
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27
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ADDITIONAL REQUIREMENTS
ONLINE QUERYING, REPORTING AND ANALYSIS TOOLS AVAILABLE TO THE COUNTY:
Describe any online tools that will be provided by the CONTRACTOR to the County for querying,
analyzing and generating reports of elevator services , performance, etc.
Integrated Schindler Remote Monitoring
Schindler believes that a comprehensive maintenance program must include 24-hour monitoring of the
equipment. Schindler has been a pioneer in developing technologies that monitor an average of 40
different parameters on microprocessor based controllers, regardless of the manufacturer. This is an offer
no other service provider can make. No matter what brand of elevators you have, with Schindler Remote
Monitoring (SRM), we will proactively monitor and identify potential issues and resolve them before they
become a bigger problem. SRM can be tailored to meet the specific functionality of your equipment to
deliver:
24/7 monitoring
Error and shutdown detection
Prioritized solutions
Real-time information viewing online
Customized maintenance for each piece of equipment
Actionable data collection and analysis .
On average SRM has helped Schindler provide our clients with:
22% faster return to service
10% reduction in service calls
20% improvement in first time fixes .
Schindler Customer Score Card
We will be happy to provide County of Fresno access to our online Schindler Customer Score Card. Your
designated representatives can log in anytime, anywhere to view detailed reports on the equipment. Up to
two years of data is available, with the ability to drill down to specific pieces of equipment or events. Score
Card provides graphical representation of what matters to you most; equipment availability and uptime.
Data and charts are easily downloaded or exported into your presentations. You can even request that
Score Card send you email notifications automatically regarding callbacks, preventive maintenance, and
more. Please review the attached sample scorecard included with this RFP.
29
Sample reports from Schindler's Scorecard online reporting system
30
5dlincllw Pelfonnance ActMIJes Portfoloo Requesl SeMCe Tools & Setllngs Adrnnostratoon Petl<lm>~m« ~ SIA""T MBliCAI. ~ 7l31.'2013 Canna: M Connca; To 7131.12014 SUMMT MEDtCAL CENTER n.........., .. -... ~138 ..... Ava1lab1hty !luting AI~ -"'"""" ...,..,v_ ~::tot-----J'----t-a' ...,..,..._ Mean Time Between Calls . ., . ,. i• "4 s. oa -... 01c: ,;" '--->:.,____........_ ___ ,.,_ __ __. ? I SI.Wt RePOI\ I ...,..,,..,.. El Callback Overview ...,..,y_ ~ Root Cause -ft..r.n&n;eru.rrwtr -ex::trr\.11~~ -.'MCI.a~ ~lntnlr•ltto .. " " ""' tsG ... E ? 31
Customer Score Card Sdlindkll' Pertormance Activities Portfolio Request Servtce Tools & Seltlngs Admimstrallon SUMMIT MEDICAL CENTER ~. surrwr.ary is based on t building I 38 units Sack. Callback Overview RC .\IJndllE-11 • E.Xt!rut rmue-nce • Eqt;l!mert re!J!!d • Rur.S1; or. vrw.1 location : Oa1ll : T111111 : Equipment : Dncription : Notifialtion : Ordel" No. : Sbdua : Oelc:ription:: RC:PT: No. No. SUMMIT MEDICAL 0712912014 12:00 M0066661 5N 44326305 Complete SN ELEV CISD ON BSMT • No CENTER OAI<f...A.M) AM l\IL-INSIDE DRS SLO\M. Y CLOSING-OUTSIDE DRS OOCBCDAVIDGVETA APPROX 12:15 SUMMIT MEDICAL 0712812014 12:00 ll.«lll66657 1N 44316327 ~ ElEV IN DOS SnJCK RR 1 ..... No CENTER OAKf...A.M) AM DRS OPN NT RESP CBC AQilll.ES W ETA OF APPROX 14:15 SUMMIT MEDICAL 0712212014 12:00 M0066692 3&N 44253711 Complele WED AM# 36 W ELEV ... No CENTER OAI<f...A.M) AM INS\IC MS L'Jl. 4 IN ON 4Tli FLR TEOi ON SITE ASSIGIIEO CALL SUMMIT MEDICAL 07f.21/2014 12:00 Wll66665 9N 44244695 ~ TUES AM: ElEV 9N OOS • No CENTER OAKLAND AM CABIS108352124 Sn< ON 4lH FLR DRS OPN ADSS SUMMIT MEDICAL 07/1812014 12:00 ~7 11NDIRlY 44212099 5152744739 Complele 11N DIRTY OMBWTR INSVC -~ No CENTER OAKl.ANO AM DM!lWTR DRS ONLY OPEN MANUALLY CLD CUST/ KELLY GVETA OF 1:30 SUMMIT MEDICAL 07116/2014 12.:00 ~7 liN DIRTY 44192311 ~ Tlfl\JS AM 1 1 N DIRTY . No CENTEROAKI.ANO AM DMBWTR a.ewTR OOS STK BSMT LVL NOT RSPO DRS OPEN SUMI.11T MEDICAL 07/1412014 12:00 Ml066685 29S 4162112 5152741793 Complete El.EV 29S.JNS\,C.WilL NOT .... No CENTER OAKl..AN) AM RESP TO A..R 1 FROM INSIDE ElEV CLLD CUST JESUS (ENG) GV ETA 9:00 SUMMIT MEDICAL 0711312014 12:00 t.llllE6662 6N 44155864 CooPele MON At.J.6N.OOS.STl< ON . No CENTER OAKl.ANO AM 5TH FLR-ORS Of'EN.HT ~ SUMMIT MEDICAL 07.()9121)14 12:00 Ml066679 235 44108593 5152735347 Complete WEDS-ELEV 23S & 295 -. No CENTER OAKl.ANO AM INS'.IC MSLVUNO Cll.D CUSTDA\~D (ENG) GVETA 8:30 SUMMJT MEDICAL 07.()9121)14 12:00 Ml066679 23S 44118798 ~ THURS AM 235 ELEV 'MTl1 I No CENTER OAKl.ANO AM O<J.J8lE rRS DOS STl< ON tH< A..RORS WONT OPEN fi"'t 01111/UD ETA Sll!lus:wuccess:t.oe 1/1 32
Customer Score Card Schindler Performance ActiVities Portfolio Request SeMc:e Tools & Settings Admm1slrabon SUMMIT MEDICAL CENTI:R nu ....-.ry .. -0111 I:Uodlng t:lll...-&eo< Maintenance Visits LOC8IIon : Dill : Equipmln!IO : Suw.trr MEDICAL 07n01'2014 ~58 CENTER OAI<LANO SUMMIT t.IEOICAL 0711412014 M0066659 CENTER OAI<lANO SlNMIT t.IEOICAL 0712312014 M0066E60 CENTER OAJ<1.ANt) su.MT t.IEOICAL 07/2!1t'2014 WD66e62 ceNTER OAKlANO Sl.t.UT MEDICAL 0612312014 Mll(l6666a CENTER OAJ<lANO ~WEOICAI. 07J09QOI-4 MI.1066S68 CENTER OAIQ.AHO SUUT MEDICAL 11611712014 1o0166670 CENTER OAI<lANO fOlio! Milt 2N 3N 4N 6H t!Jf UN 1CN 1ik11a1ion I Recllw CPSIIFUII Loecll Test \Aolelion I Repelr \llol8lion I ftepiW Durdlwlliter Tedlnical2 ~IRIIJI* a..! Rapes '•v•loriEJ 1GGI.\E] bJ>••tt;(3 TICIInldlft : T8111~ Russel King V\'ORI<ON STATE PRELIMINARY OROeR R!OU!Rf.MENTS Russel King Ruswl King WORK ON STATE PRELIMINARY ORDER REOIJIREMENTS Ru$aell<ilg W()fU( ON STATE PRellt.aNARY ORDER REOUIRENENTS RuMel King Exenftl holll "*'*'-· molar, lnke apenltian & condlian ExanWned CM!I1III mac'*'e room specellnllt Exan*lecS hOlst. Con1Jenutlon ropes if~ ~.cleaned &Uled c. & COUIUiweghl.2:1 sr-. delleciDr 1'-Cielnld mDCtwle-ex.Dned llalliom d cat eqUpmeiK EXaml!ed ceil*riof & c~ Exanmecl c<nrolef openllion & ~ ex.r1nlcl pi & pi~ Ellantled, tleiNd .. IUbed cat <lOot~ ~door operelion '<lOot Sl/letfde«es Elrall*lecl, delqd end~ .. ~doer.._. Cleel!edpl Exennd ~Wring .at opetltion cae.l8d 'fM lOP R1:-.e1 King STATE PREUNINARV ~ !Ueell<ing ftodl! unit & ctlecbd ride~ EXII!Ined~~h .syllanapenilliDn & -......... EXIIIIned door~ &<lOot 'lllfllllrd!Mc• Eamned c.-eQUIPIIB1I 33
ADDITIONAL QUESTIONS: Description of the bidder's familiarity, experience with,
training/certification and capability to maintain and repair elevators manufactured by :
Schindler offers the highest expertise in non-OEM equipment. Almost half of our equipment
portfolio consists of competitor equipment and our Customer Service Network fields approximately
1 ,600 calls per week regarding competitor equipment. We offer continuous class and online-
based training to our mechanics and technicians to support our comm itment to offering the highest
level of service on competitor equipment. Our legal and effective reverse engineering process
allows us to continue to hone our competitor support. Field engineers physically deconstruct
controllers and then develop tools to service the equipment. This results in Schindler maintaining
its position as the expert in maintain ing all brands.
All Schindler mechanics are equipped with our iPhone-based field link which acts as a universal
service tool and reference guide for diagnostic and procedure manuals. All these tools have been
developed in house as explained in an earlier section .
The follow is a brief summary of our expertise by manufacturer:
Abby: Abby typically provides non-proprietary equipment with readily available parts and
technical support. Servicing this equipment does not present any problem for Schindler.
Amtech: Amtech typically provides non-proprietary equipment-equipment manufactured by a
third party supplier such as Swift or MCE. Provided the manufacturer is still in business and
currently supports the vintage of equipment installed , parts and technical support should be
available .
Dover: Schindler currently maintains over 1,000 Dover units in our portfolio. Dover is no longer
manufactured ; however, we have accumulated a vast knowledge of Dover control systems and the
broad base of equipment type is fully supported by our service engineering department. We have
full access to all parts through our Adams subsidiary or through many other parts suppliers .
Otis: Schindler has invested significant time and capital into developing processes and
procedures to maintain Otis micro-processor based equipment. All of our service technicians are
equipped with the Otis Service tool that allows them access controller diagnostic menus and
troubleshooting codes. While Schindler does support a majority of Otis equipment , there are
certain types of controllers not supported such as the MRVF. None of this equipment is present in
the County of Fresno RFP .
Minnesota: Minnesota is non-proprietary equipment with readily available parts and technical
support. Servicing this equipment does not present any problem for Schindler.
Montgomery Kone: Schindler has invested significant time and capital into developing processes
and procedures to maintain Kane micro-processor based equipment. All of our service technicians
are equipped with the service tool that allows them access to controller diagnostic menus and
troubleshooting codes . Schindler fully supports the entire Montgomery/Kane product line.
Sedwick: Sedwick is non-proprietary equipment with readily available parts and technical
support. Servicing this equipment does not present any problem for Schindler.
35
Westinghouse: Westinghouse's elevator and escalator product line was acquired by Schindler.
As such, we are the original manufacturer.
WH/ Motion Control: Motion Control is non-proprietary equipment with readily available parts
and technical support. Servicing this equipment does not present any problem for Schindler.
SERVICE DELIVERY PROCEDURE: Contractor to describe methods of operation for service
delivery , call reporting, communications , capabilities to provide estimated arrival times, reporting of
work completed, interaction with county reporting personnel , etc., See Specifications
Requirements/Conditions Section .
Service Call Procedure: Schindler Elevator Corporation offers all of our customer's free access to
SCSN (Schindler Customer Service Network). Team SCSN is dedicated in providing customers
with a portal to call 24 hours a day , 7 days a week for placing service calls. During these service
calls a certified SCSN employee will enter the description of the unit malfunction into our SAP
system , dispatch the service technician, and provide the customer with an ETA (Estimated Time of
Arrival). Not only are our SCSN employees entering in data related to service calls, but they are
also receiving calls from passengers who are trapped within a vertical transportation unit. When
this type of call is received by SCSN, our SCSN team follows these steps :
1. Ensure the entrapped person that they will be safe
2. Contact facility with entrapment information
3. Contact technician with dispatching information
4 . Contact passenger and building with ETA
When a customer calls for service , either the service center or the local Schindler office will
automatically dispatch the call to the appropriate technician. The technician is required to accept
or reject the call via their handheld Schindler Field Link tool. This device is far superior to our
competitors and is used for dispatching , instant messages , parts ordering, payroll , troubleshooting
flow charts , individual site histories , closed-loop maintenance modules, and GPS positioning to
drive efficient maintenance routing and help minimize travel time. When the technician accepts
the call, he or she will be required to provide an estimated time of arrival (ETA) via the Fieldlink at
that time . If the technician declines the call , he or she will be required to provide a valid reason for
not accepting the call using a selected list of appropriate answers via the Field Link. Service calls
received during the normal work day are required to be closed at completion of task. Technicians
are also required to receive and close-out after hour callback dispatches via the Field Link when
the dispatched technician's work is complete.
The Fieldlink is provided to service personnel to enable them to provide outstanding customer
service by enhancing their communications capabilities relative to callback dispatching ,
messaging, job history, and performance characteristics. It is also intended to greatly reduce
paperwork and to provide an extra measure of safety for technicians.
Since the major reason for the investment in this tool is improved communications , it is required
that the Field Link be carried by technicians at all times during normal working hours . The
technician is also required to carry the Field Link at those t imes when she is responsible for night
36
and/or weekend coverage. Disciplinary action , up to and including termination , will be taken if the
Field Link is not used as intended . A leather carrying case is provided to enable the technician a
comfortable means of carrying Field Link.
To compliment this service , Schindler offers additional call tracking and status updates through
Schindler Customer Scorecard. Des igned as an evaluation tool , the Schindler Customer Score
Card gives you unlimited , real-time access to the facts , figures and data concerning your
maintenance plan and equipment for each of your buildings . From general summaries about your
equipment performance , service activities and maintenance histories to more in depth analyses
about specific topics, you will be able to call upon the information you need , whenever you need it,
from virtually any PC through our secure , private MySchindler™ feature at www.us.schindler.com.
This exclusive feature gives you the ability to download data and graphics, get recommendations
and cost estimates for upgrading equipment and even communicate directly with your Schindler
representative -all at no additional cost. You can even personalize it to send notification emails to
your computer, beeper, PDA or cell phone to alert you of certain types of service calls or to obtain
summaries or notifications when activity exceeds certain thresholds .
Schindler Service Delivery Model -Schindler's Service Modules are created to deliver our
preventative maintenance with the greatest efficiency possible in order to minimize
customer inconvenience . This is accomplished by grouping work activities together in the area
that they are completed (i.e . hoistway, machine room , pit). This approach is particularly
advantageous for high traffic units , service and freight elevators . Schindler's module based
approach also ensures that we deliver the right maintenance in the right frequencies versus
traditional singular tasking approaches. In tradit ional tasking, technicians receive the same list of
tasks to complete each and every time they visit a site. Sch indler Maintenance Modules provide
transparency and focus to essential preventative maintenance work that needs to be delivered
with very specific frequencies , in order to maximize results. This focus cannot be accomplished
through a traditional singular tasking approach that provides the same list of tasks each time a
technician visits a site to perform maintenance . Schindler's processes allow real time
deployment of customer requests and guaranteed maintenance delivery through dynamic
scheduling.
UNIQUE QUALIFICATIONS: Describe what separates your company from your competitors?
At Schindler we are committed to providing our customers with the absolute best service in the
industry. Over the decades , we 've introduced numerous advancements that have helped our
technicians work more efficiently to provide you with reliable mobility. As a result , over a two year
period we improved reliability across our portfolio by 34%.
Schindler is the first North American elevator company to achieve the internationally recognized
quality standards of ISO 9001 certification , and one of the first I SO-certified field service
organizations in any industry. Customers can be confident they'll receive consistent quality from
Schindler, from design and production to installation and service. ISO certification is part of
Schindler's ongoing Quality Improvement Process. Customers benefit from efforts toward total ,
integrated quality: quality that permeates every area of the company, from service technicians to
superintendents , sales representatives to office personnel, managers to plant employees.
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There are some things that all of the national elevator companies can offer like central
dispatching , some form of on line data access and limited scope , rudimentary remote monitoring.
The technological capabilities of Schindler Elevator far exceed those in the vertical transportation
industry. Schindler has developed several systems that provide our customers with
opportunities to decrease callbacks and repa ir costs . Examples are :
Schindler Pioneered the Practice of Maintaining Competitor Equipment. The first in the
industry to establish the practice as a core strategic principle and we are dedicated to expertise -
44% of our overall portfolio is Non-Sch indler equipment-compared to only 12% with our
closest competitors. With close to 100,000 units on maintenance, Schindler has the experience
needed to maintain all brands of elevator and escalator equipment. This allows you to limit the
number of vendors you do business with , giving you more time to focus on those things that bring
value to your business.
Schindler Service Delivery Model -Schindler's Service Modules are created to deliver our
preventative maintenance with the greatest efficiency possible in order to minimize
customer inconvenience. This is accomplished by grouping work activities together in the area
that they are completed (i.e. hoistway , machine room , pit). This approach is particularly
advantageous for high traffic units, service and freight elevators. Schindler's module based
approach also ensures that we deliver the right ma intenance in the right frequencies versus
traditional singular tasking approaches . In traditional tasking, technicians receive the same list of
tasks to complete each and every time they visit a site. Schindler Maintenance Modules
provide transparency and focus to essential preventative maintenance work that needs to be
delivered with very specific frequencies , in order to maximize results. This focus cannot be
accomplished through a traditional singular tasking approach that provides the same list of tasks
each time a technician visits a site to perform maintenance. Schindler's processes allow real
time deployment of customer requests and guaranteed maintenance delivery through dynamic
scheduling .
National and Regional Engineering Support -Schindler 's headquarters based team of field
engineers are available to the field organization 24/7 to remotely troubleshoot or , if conditions
warrant, arrive on site to assist with problem equipment. Each of our areas is also supported by
our Team 1 of highly skilled troubleshooters.
Team 1 -Schindler has dedicated field engineering resources in each part of the country .
These dedicated resources are known as Team 1. They are committed strictly to eliminating
repeat callbacks. They are an additional step in the overall Schindler reliability plan . When any
problems are fixed the first time, it reinforces for customers that they can depend on
Schindler's reliable service. Team 1 seeks to eliminate excess downtime, untimely responses ,
and repeat callbacks. Since its inception , Team 1 has delivered a 36% reduction in equipment
failures.
Schindler's Center for Service Excellence (CSE) -located in Holland , Ohio . This facility is
the Schindler nerve center for all service operations throughout North America . Please refer
directly to our attachment entitled 'The Schindler Center for Service Excellence ,' for a very
detailed review of our CSE facility and capabilities. We invite Equity Office Properties to visit this
facility to experience a wide open look into our core principles and Service Excellence
philosophy.
Schindler Customer Service Network (SCSN) -Our SCSN team is available 24/7 . The
SCSN team has caller ID to be able to identify callers as soon as the call is answered. Their call
and dispatch process is fully integrated with real time visibility on line via Customer Scorecard.
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Our team is located in Holland , Ohio ; they are not outsourced .
Schindler Field Link-This hand held tool is far superior to our competitors . The device is
used for dispatching , instant messages , parts order ing , payroll , troubleshooting flow charts,
individual site histories , closed loop maintenance modules , and GPS positioning to drive efficient
maintenance routing and help prioritize calls and minimize travel time. The prescribed tasks they
access help ensure proper preventative maintenance.
Customer Scorecard -Schindler's online customer tool is capable of unfiltered real time call
history . Scorecard also will provide callback charts , PM visit updates , repair updates , automated
e-mail notifications. Our customers can also use this tool to download site data, get
recommendations and cost estimates for upgrades , and even communicate directly with account
representatives-all at NO COST to the customer.
ISO Certification -Independent validation of Service Delivery practices ensure sustained
optimum equipment performance.
Schindler Remote Monitoring -Schindler's remote Monitoring (SRM) is the most advanced in
the industry. We are able to monitor all types of equipment (not just Schindler equipment), which
will improve uptime and return to service time. SRM has directly improved performance by as
much as 22% faster return to service time and a 20% increase in first-time fix (on-site). This
reduces the amount of repeat calls to the same unit , keeping units up and running, and reducing
your maintenance costs over time.
EQUIPMENT DEFICIENCIES: Contractor is responsible for stating any deficiencies in the
equipment that will not allow him to perform the requirements stated herein . The Owner/Agent
will review all separate itemized prices to recondition the equipment. At the discretion of the
Owner/Agent , the work may be authorized or listed as an exception to the Contract.
Our site surveys uncovered two single bottom hydraulic plunger cylinders. Given the gravity of
this type of equipment, we can only provide inspection service on these two pieces of
equipment until the jacks are replaced.
DOCUMENTS AND REPORTS: Provide sample(s) of your forms and reports which meet the
objectives described within this RFP, including :
• Log
• Inspection Form
• Service Record
• Annual Performance Criteria
• Elevator Condition Report
• ,Proposal for Extra Service Repair
• Schedule
On the following pages you w ill find the requested samples in the order listed above.
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STAFFING PLAN: Explain staffing that will be provided for the maintenance agreement.
Include the number of employees , titles , mechanic-to-unit ration , proximity to the County
elevator sites , and amount of time that will be devoted to County equipment.
Provide resumes detailing the employee's previous six (6) years employment history for those
employees who will be assigned to this account. Include any licenses or certificates the
employee has that pertain to the work that will be performed under any contract generated from
this solicitation. Include the names and addresses of the companies the employee has worked
for during that past six (6) years and the names and telephone numbers of their immediate
supervisor.
Schindler Elevator Corporation maintains a local office at 351 Cromwell , #111 , Fresno , CA 93711.
The office phone number is 559-435-5870 and the fax is 559-431-3440. Your dedicated 24 hour
service phone number is 1-800-225-3123
In order to provide the greatest level of preventative ma intenance and responsiveness , our base
offering includes the following:
One (1) resident mechanic exclusive to t he County of Fresno 's locations dedicating a minimum of
165 hours per month Monday thru Friday 7:00AM to 3:30PM. Additionally we have four (4), local ,
full time route mechanics to respond to after hour calls , eme rgencies , and repairs.
Further, Schindler will provide a dedicated Account Manager for County of Fresno. This company
representative will be assigned to you and will be ava ilable to ass ist with comprehensive portfolio
management , custom reporting , stewardship reports , and will provide an unmatched level of
attention. Below, you will find particulars regarding the specific staffing for County of Fresno .
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Alex Capiato -Area General Manager
555 McCormick Street, San Leandro , CA 94577-1107
Telephone : (510) 382-2223
Alex Capiato joined Schindler in 2012 and has held the area general manager role for the Pacific
Northwest territory of the United States , covering northern California, the state of Washington, and
Oregon. Alex has over 13 years of elevator and escalator industry experience. In his current role,
Alex is responsible for the San Francisco, Sacramento, Portland, and Seattle operations reporting
to the area vice president.
ReleyantExperjence:
Area General Manager, Schindler Elevator Corporation , 2012 -present
Managing Director Chile and Director Breach Operations LA TAM, Otis Elevator
Director Branch Operations, Brazil, Otis Elevator
General Manager, Otis Elevator
Education:
B.S. in Management Information Systems, Florida International University
MBA , University of Miami
Troy Ferro-Branch Manager
1329 N. Market Blvd., Suite 120, Sacramento , CA 95834
Telephone : (916) 928-9420
Troy has over 20 years experience in the elevator industry . This includes the resource allocation,
P&L for the Sacramento, Central Valley market, and business development. Troy had a critical
role in the "callback reduction" program that Schindler implemented 3 years ago, which saw a
reduction of 30% of service calls in his territory.
ReleyantExperjence:
Branch Manager, Schindler Elevator Corporation, 2011 -present
Service Account Manager, Schindler Elevator Corporation, 2008-2011
Education:
B.S. in Business Administration -California State University, Sacramento
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Mike Martin-Sales Representative/Account Manager
1329 N. Market Blvd., Suite 120 , Sacramento , CA 95834
Telephone : (916) 928-9420
Mike is currently a Sales Representative for Schindler Elevator in the Sacramento and Central
Valley region . Mike is responsible for maintaining National , Key , and Major Accounts consisting of
low-rise , mid-rise , and high-rise buildings with both vintage and cutting-edge vertical transportation
systems. Mike has 25 years of experience in sales and service.
Releyant ProjectExperjence:
Community Regional Hospital -Fresno , 29 units
St. Agnes Hospital -Fresno , 28 units
Vintage Faire Mall Modesto , 16 units
California EPA Building-Sacramento, 17 units
Tom Bluth -Lead Foreman
555 McCormick Street, San Leandro , CA 94577-1107
Telephone : (510) 382-2223
Tom is currently a Lead Field Technician/Mechanic in Charge for Schindler Elevator. Tom works
primarily in the New Installation department with expertise in escalator and eleyator installation .
Tom has worked in the Modernization department and also in the Service and Maintenance
department on major elevator and escalator projects throughout the Bay Area , Sacramento , and
Reno. Tom has spent his over 16 year career with Schindler, working in several aspects of New
Installation , Modernization, and Service.
Releyant ProjectExperjence:
AMC Theaters -San Francisco, 12 units
Grant Hyatt Union Square-San Francisco , 14 units
Macy's Union Square-San Francisco , 66 units
Old Navy -San Francisco , 6 units
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William Krieger-Route Service Mechanic
1329 N. Market Blvd., Suite 120 , Sacramento , CA 95834
Telephone: (916) 928-9420
William is currently a Route Service Mechanic for Schindler Elevator in the Fresno area working on
both elevators and escalators since 2012. He has worked in the Modernization, Construction and
Repair departments on key elevator and escalator projects throughout the area and is considered
an expert troubleshooter. William has spent his 31 year career with various elevator companies , working
in several aspects of New Installation , Modernization , and Repair.
Releyant ProjectExperjence:
Maintained a route of 210 traction elevators , Gilbert, AZ
Maintained a route of 135 hydraulic elevators, Phoenix , AZ
Maintained the Arizona State Capitol complex, Phoenix, AZ
Eric Danner-Field Technician/Mechanic
1329 N. Market Blvd., Suite 120 , Sacramento , CA 95834
Telephone : (916) 928-9420
Eric is currently a Field Technician/Mechanic for Schindler Elevator. Eric works primarily in the
Service department with expertise in High and Mid Rise and elevators. Eric has worked in the
Modernization department and also in the Service and Maintenance department on major elevator
and escalator projects throughout the San Joaquin Valley , Sacramento, and Colorado . Eric has
been in the elevator industry since 1999 where he started with Schindler, spent 9 years then went
to work for Thyssen Krupp Elevator for 4 years . He came back to Schindler where he has been
since. Eric has over 15 year career in the elevator industry, working in several aspects of New
Installation , Modernization , and Service.
Releyant ProjectExperjence·
Community Regional Medical Center-Fresno, 29 units
St. Agnes Medical Center-Fresno, 28 units
Fashion Fair Mall-Fresno, 24 units
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SUPPORT OF FIELD SERVICES/RESPONSE TIME PLAN: Describe your plan which assures
that your company will meet the requirement to respond within one hour. Describe the
composition and capabilities of your technical support department to respond 24/7 proximity and
accessibility to vendor's operations and account management staff.
As stressed previously , Schindler's Customer Service Network (SCSN) allows for us to provide
technical support 24 hours a day, 7 days a week.
Schindler Elevator Corp offers all of our customer's free access to SCSN (Schindler Customer
Service Network). Team SCSN is ded icated in providing customers with a portal to call 24 hours a
day, 7 days a week for placing service calls. During these service calls a certified SCSN employee
will enter the description of the unit malfunction into our SAP system , dispatch the service
technic ian , and provide the customer with an ETA (Estimated Time of Arrival). Not only are our
SCSN employees entering in dat a related to serv ice calls , but they are also receiving calls from
passengers who are trapped with in a vert ical transportation unit. When this type of call is received
by SCSN , our SCSN team follows these steps :
1. Ensure the entrapped person that they will be safe
2. Contact facility with entrapment information
3. Contact technician with dispatching information
4. Contact passenger and building with ETA
When a customer calls for service , e ither the service center or the local Schindler office will
automatically dispatch the call to the appropriate technician. The technician is required to accept
or reject the call via their handheld Schindler Field Link tool. This device is far superior to our
competitors and is used for dispatching , instant messages , parts ordering , payroll , troubleshooting
flow charts , individual site histories , closed-loop maintenance modules , and GPS positioning to
drive efficient maintenance rout ing and help minimize travel t ime . When the technician accepts
the call , he or she will be required to prov ide an estimated time of arrival (ETA) via the FieldLink at
that time . If the technician declines the call , he or she w ill be required to provide a valid reason for
not accepting the call using a selected list of appropriate answers via the Field Link. Service calls
received during the normal work day are requ ired to be closed at completion of task. Technicians
are also required to receive and close-out after hour callback dispatches via the Field Link when
the dispatched technician's work is complete. Additionally , Schindler Customer Score Card allows
for our customers to see real-time updates on their equipment.
SAFETY PLAN: Describe your company's plan for safety. Provide data to show safety rating of
your company. Describe your plan for regular and ongoing safety training and audits.
Safety is one of the cornerstones of the Sch indler Service Delivery Model. We have a three
pronged plan for safety: Equipment, Methods , and PPE. Th is approach not only ensures the
safety of our employees but also of the rid ing public .
Equipment: The first prong in the Sch indler approach to safety is to el iminate the safety risk
through design of the equipment. For example , Sch indler has designed safety right into our
products with components such as guards that shield p inch point hazards , high voltage hazards,
56
and striking hazards . Another example of el im inating safety hazards right at the source is our use
of safety switches that disengage power to a piece of equipment if certain conditions are not met.
These components are not only utilized on new equipment but , in many cases , can be retrofitted
on existing installations. Schindler offers many upgrades designed to enhance safety of o lder
installations including : pit emergency stop switches , access ladders , car top safety rails , and
machine guarding , to name a few.
Methods: If a hazard cannot be eliminat ed at the source , then the best way to ensure employee
safety is to have standardized methods on how to performed tasks safely thus mitigating risk.
Each year Schindler employees are issued the employee safety handbook that details tested and
proven steps an employee must take prior to , during and after performance maintenance and
repair tasks. These include performance of a job hazard analysis wh ich is designed to identify
potential risks , hoistway safety practices , fall hazard awareness and elimination processes ,
electrical safety and detailed high risk task performance requirements . These methods are
continually reviewed and refined and , when appropriate , redeployed in the next issuance of the
book. Every employee is trained on the Schindler safety handbook annually . Furthermore , each
employee must participate in toolbox safety tasks and monthly safety meetings.
To ensure compliance and understand ing of our safety protocols , Schindler requires all field
supervisors , managers and regional staff to perform both announced and unannounced safety
audits. To aid them in th is requirement , supervisors , manage rs and regional staff are given
additional training on auditing skills and techniques .
PPE: Even with proper training , proven methods and safe equipment, we still perform tasks that
can result in injury. For this reason , Sch indler issues all employees a safety bag containing
personal protective equipment. Included are safety glasses , hard hats , goggles, hearing
protection , dust masks , assorted gloves , electrical protective devices , job specific tools , power
meters , fall protection devices , etc. Our employees are required to maintain their safety bags in
good working order and replenish any depleted or worn items at our local warehouse . The
Schindler PPE tools and methods are also a t raining and aud it topic.
Schindler's 2014-2015 Experience Modification Rat ing (EMR) is .78. Additionally , Schindler's
OSHA incident rating for the month of September is 1. 7.
TRAINING PROGRAM: Describe your company's training plan for County employees .
Schindler has long recognized the importance of cont inuing education as a way to stay on top of
new technologies and techniques. As a result , each year our technicians receive over 50 hours of
training to keep their skills sharp and current. They are trained to service equipment built by
Schindler as well as all other leading brands. To ensure their success , they are backed up with
technical sales support and have immed iate access to the latest technolog ies . Schindler's
commitment to training is unmatched by any other OEM service provider. Similarly , as a part of
our trans ition plan , Schindler will train County of Fresno employees on making service calls ,
logging into Customer Score Card , and any other facet that will make the transition to Schindler
service more feasible .
57
PARTS AND SUPPLIES: Describe your plan for assuring the timely availability of parts for all
of the equipment included in this RFP . Demonstrate your experience meeting disaster recovery
needs for higher education institutions. Provide your company's Business Emergency Continuity
Plan.
Our local offices in Fresno and Sacramento contain warehouses where we keep a stock of
everyday parts and tools to he lp us maintain and repair your equipment seamlessly. In the event
the part is not in stock , the Hanover facility is available . Schindler's Hanover, PA facility focuses
on the fabrication of high quality elevator components such as doors , entrances , and cab interiors.
It also contains the company 's Order Consolidation Center (OCC), an order fulfillment warehouse
which helps achieve lead times that are among the shortest in the industry for customer delivery.
Our 116 ,000+ square foot Service Center in Holland , OH houses Replacement Parts Operations
(RPO), an extensive warehouse where we stock parts such as PC Boards, materials , tools,
fixtures , and other parts to service your equipment. The Service Center also provides emergency
parts support for holidays and weekends . Elevator Parts Company (EPCO), which is part of the
Schindler organization , is located in Wayne , NJ . EPCO supplies us with parts such as elavator
cab equipment. Finally , Adams Elevator Parts in Chicago , IL provides us with elevator and
escalator parts for all the major manufacturers . Given our warehouses and distribution centers ,
you can rest assured we can maintain you r equ ipment w ith the appropriate parts and tools.
Schindler Emergency and Disaster Recovery Plan
Schindler has considered a plan for behav ior in the event of an emergency or natural disaster.
Below you will find deta ils of this plan :
-Contract with Sungard -An off-site call center facility that will accommodate our Customer
Service Associates and allow us to re-d irect all calls to the ir facility. In the event that the
Disaster Recovery lasts great er than 3 days , it is also an option to have Sungard bring their
"mobile facility" to our location or another location. We conduct "DR Tests" at least twice
per year to ensure that all systems are operating as designed at our off-site facility .
-Work From Home Program -We have 10 Customer Service Associates who currently
participate in the WFH program by taking calls via laptop at home approximately twice per
month . In the event that our Holland, OH facility is inoperable for a short period of time ,
these associates (as well as 6 members of the Management Team who are equipped with
the same software on their laptops) can take calls off-site or from home. The calls for our
WFH program have a different routing plan than our regular inbound calls. This is a
practical solution in the even t that there is a problem with one or more of our routing
mechanisms on our main routing plan.
-Tornado Shelter area in our Holland , OH facility-We have a room that is equipped with 10
workstations on our lower level tornado-designated area so our associates can seamlessly
migrate to this area if the cond it ions are at all favorable for a tornado in the Holland , OH
area. We also have other areas throughout the lower level where the associates can utilize
our wireless network to take calls via our Work from Home computer software.
-Inclement Weather -When we are forecasting winter weather conditions that would make
the roads unable to be navigated easily , we have cots at our Holland, OH facility that
representatives are able to stay at the facility and ut ilize our fitness I locker room area to
58
ensure we have staffing the next day as well as utiliz ing near-by hotel facilities for our
associates and our Work From Home program.
-Back-Up power redundancy at our Holland , OH facility -We have 1 Generator, 1 Back-Up
Generator and a UPS system. A portion of our systems are housed on each generator,
therefore giving us enough capacity to handle regular call volume on e ither power source.
59
CHECK LIST
This Checklist is provided to assist vendors in the preparation of their RFP response. Included
in this list, are important requirements and is the responsibility of the bidder to submit with the
RFP package in order to make the RFP compliant. Because this checklist is just a guideline ,
the bidder must read and comply with the RFP in its entirety.
Check off each of the following :
1. X
2. X
3 . X
4. X
5. X
6. X
7 . X
8 . X
9. X
10. X
11. X
The Request for Proposal (RFP) has been signed and completed.
Addenda, if any , have been completed, signed and included in the bid package.
One (1) original plus two (2) copies of the RFP have been provided.
The completed Trade Secret Form as provided with this RFP (Confidential/Trade
Secret Information , if provided must be in a separate binder).
The completed Criminal History Disclosure Form as provided with this RFP.
The completed Participation Form as provided with this RFP.
The completed Reference List as provided with this RFP .
Indicate all of bidder exceptions to the County's requirements , conditions and
specifications as stated within this RFP.
Specification, descriptions etc. for items offered under bidder(s) quotation.
A description of the design and techniques that the bidder will use to complete the
project.
Lastly, on the LOWER LEFT HAND CORNER of the sealed envelope, box, etc.
transmitting your bid include the following information:
County of Fresno RFP No. 910-5309
Closing Date : October 23, 2014
Closing Time : 2:00P.M.
Commodity or Serv ice : Elevator Maintenance Services
Retyrn Checklist wjth your REP response.
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RFP 910·5309 Attachment A Page 1 of 3 COST PROPOSAL revised 9/18/2014 ' Company Name All labor~ materials~ equipment, taxes, permits, licenses, fees, etc., to perform elevator maintenance, as specified. Prescribed by County Proposed by Bidder Service Building Name Bldg.# Area Address Make Type Landings State 10 # Minimum Minimum Minimum Monthly Annual 5 Year Load Type, as Service Service Monthly Service Fee Service Fee Test Cost defined in Frequency Hours Total (where RFP by Month (Hrs.) required) Full Mail Welfare 311 4455 E. Kings Canyon Sedwick Dumbwaiter 35354 1 o.s 0.5 $ 130.00 $ 1,560.00 N/A Full Mail Welfare 311 4455 E. Kings Canyon Amtech Hydro Passenger 91703 1 1 1 $ 260.00 $ 3,120.00 $ 1,300.00 Full Commissary Building 313 4449 E. Kings Canyon Otis Traction Freight 22098 2 1 2 $ 520.00 $ 6,240.00 $ 2,080.00 Full Commissary Building 313 4449 E. Kings Canyon TKE Hydro Passenger 136892 1 1 1 $ 260.00 $ 3,120.00 $ 1,300.00 Limited University Medical Center 324 445 Cedar Avenue Otis Traction Freight 33332 1 1 1 $ 260.00 $ 3,120.00 $ 2,080.00 Limited University Medical Center 324 445 Cedar Avenue Otis Traction Passenger 33336 1 1 1 $ 260.00 $ 3,120.00 $ 1,560.00 Full Purchasing Warehouse 437 4525 E. Hamilton Avenue Westinghouse Hydro Passenger 62684 1 1 1 $ 260.00 $ 3,120.00 $ 1,300.00 Limited Juvenile Court 502 742 S. Tenth Street Otis Hydro Passenger 65955 Bi-Monthly 1 0.5 $ 130.00 $ 1,560.00 $ 1,300.00 Limited Juvenile Hall 502 744 S. Tenth Street US/Motion Hydro Passenger 69427 Bi-Monthly 1 0.5 $ 130.00 $ 1,560.00 $ 1,300.00 Full Juvenile Probation 515 890 S. Tenth Street Dover Hydro Passenger 61393 2 1 2 $ 520.00 $ 6,240.00 $ 1,300.00 Full Juvenile Probation 515 890 S. Tenth Street (Unknown) Dumbwaiter 61394 1 0.5 0.5 $ 130.00 $ 1,560.00 N/A Limited Courthouse (Law Library) 601 1100 Van Ness Chair lift 104709 Semi-Annual 1.5 0.25 $ 65.00 $ 780.00 N/A Full Hall of Records 603 2281 Tulare Street WH/Motion Control Traction Passenger 21599 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,560.00 Full Hall of Records 603 2281 Tulare Street WH/Motion Control Traction Freight 36679 4 1 4 $ 1,040.00 $ 12,480.00 $ 2,080.00 Full Sheriff's Department 604 2200 Fresno Street MK/Motion Control Traction Passenger 49571 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,560.00 Full Sheriff's Department 604 2200 Fresno Street MK/Motion Control Traction Passenger 49572 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,560.00 Full South Annex Jail 605 2204 Fresno Street US/Motion Control Traction Passenger 35012 4 1.5 6 $ 1,560.00 $ 18,720.00 $ 1,560.00 Full South Annex Jail 605 2204 Fresno Street US/Motion Control Traction Passenger 57313 4 1.5 6 $ 1,560.00 $ 18,720.00 $ 1,560.00 Full South Annex Jail 605 2204 M Street MK/Motion Control Hydro Freight 62671 2 1 2 $ 520.00 $ 6,240.00 $ 1,560.00 Full Main Jail 607 1225 M Street Montgomery Kane 6010 Miprom 88427 4 1.5 6 $ 1,560.00 $ 18,720.00 $ 1,560.00 Full Main Jail 607 1225 M Street Montgomery Kone 6010 Miprom 88428 4 1.5 6 $ 1,560.00 $ 18,720.00 $ 1,560.00 Full Main Jail 607 1225 M Street Montgomery Kone 6010 Miprom 88429 4 1.5 6 $ 1,560.00 $ 18,720.00 $ 1,560.00 Full Main Jail 607 1225 M Street Montgomery Kane 6010 Miprom 88430 4 1.5 6 $ 1,560.00 $ 18,720.00 $ 1,560.00 Full Main Jail 607 1225 M Street Montgomery Kone Miprom Hydro 88431 2 1 2 $ 520.00 $ 6,240.00 $ 1,300.00 Z:\ Troy\Fresno County Cost Proposal
RFP 910-5309 Attachment A Page 2 of 3 Service Building Name Bldg.# Area Address Make Type Landings State ID # Minimum Minimum Minimum Monthly Annual 5 Year Load Type, as Service Service Monthly Service Fee Service Fee Test Cost defined in Frequency Hours Total (where RFP by Month (Hrs.) required) Full Main Jail 607 122S M Street Montgomery Kone Miprom Hydro 88432 2 1 2 $ S20.00 $ 6,240.00 $ 1,300.00 Full Main Jail 607 122S M Street Montgomery Kone Miprom Hydro 88433 2 1 2 $ S20.00 $ 6,240.00 $ 1,300.00 Full North Annex Jail 608 126S M Street Montgomery Kone Traction Passenger 101172 2 1 2 $ S20.00 $ 6,240.00 $ 1,S60.00 Full North Annex Jail 608 126S M Street Montgomery Kone Traction Passenger 101173 2 1 2 $ S20.00 $ 6,240.00 $ 1,S60.00 Full North Annex Jail 608 126S M Street Montgomery Kone Traction Passenger 101174 2 1 2 $ S20.00 $ 6,240.00 $ 1,S60.00 Full North Annex Jail 608 126S M Street Montgomery Kone Miprom Hydro 10117S 2 1 2 $ S20.00 $ 6,240.00 $ 1,300.00 Full North Annex Jail 608 126S M Street Montgomery Kone Traction Passenger 126069 2 1 2 $ S20.00 $ 6,240.00 $ 1,S60.00 Full Fresno County Plaza 610 Kitchen 2220 Tulare Street C.J. Anderson Hydro Freight 397S8 1 1 1 $ 260.00 $ 3,120.00 $ 1,S60.00 Full Fresno County Plaza 610 310P 2220 Tulare Street Minnesota Hydro Passenger 397S7 1 1 1 $ 260.00 $ 3,120.00 $ 1,300.00 Full Fresno County Plaza 610 310P 2220 Tulare Street Abby Chair Lift 1261SS 1 o.s o.s $ 130.00 $ 1,S60.00 N/A Full Fresno County Plaza 610 Parking 2220 Tulare Street C.J. Anderson Hydro Passenger 397S6 1 1 1 $ 260.00 $ 3,120.00 $ 1,300.00 Full Fresno County Plaza 610 2220 Tulare Street WH/Motion Control Gearless Passenger 397S1 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Fresno County Plaza 610 2220 Tulare Street WH/Motion Control Gearless Passenger 397S2 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Fresno County Plaza 610 2220 Tulare Street WH/Motion Control Gearless Passenger 397S3 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Fresno County Plaza 610 2220 Tulare Street WH/Motion Control Gearless Passenger 397S4 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Fresno County Plaza 610 2220 Tulare Street WH/Motion Control Gearless Passenger 397SS 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Health Dept. Brix 611 1221 Fulton Mall WH/Motion Control Traction Passenger 4S217 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Health Dept. Brix 611 1221 Fulton Mall WH/Motion Control Traction Passenger 44761 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Health Dept. Brix 611 1221 Fulton Mall WH/Motion Control Traction Passenger 68036 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Health Dept. Mercer 612 1221 Fulton Mall WH/Motion Control Traction Freight 707S9 4 1 4 $ 1,040.00 $ 12,480.00 $ 2,080.00 Full Library 800 2420 Mariposa Otis Traction Passenger 32958 4 1 4 $ 1,040.00 $ 12,480.00 $ 1,S60.00 Full Library 800 2420 Mariposa Otis Traction Freight 329S9 4 1 4 $ 1,040.00 $ 12,480.00 $ 2,080.00 Full Library 800 2420 Mariposa Otis Dumbwaiter 33337 1 0.5 o.s $ 130.00 $ 1,S60.00 N/A Limited Laton Library 81S 6313 DeWoody Street Garaventa Chairlift 126477 Semi-Annual 1.5 0.2S $ 6S.OO $ 780.00 N/A Full Crocker Building 864 213S Fresno Street Otis Geared Passenger 2S635 1 2 2 $ S20.00 $ 6,240.00 $ 1,560.00 Full Crocker Building 864 213S Fresno Street Otis Geared Passenger 2S636 1 2 2 $ S20.00 $ 6,240.00 $ 1,560.00 Z:\ Troy\Fresno County Cost Proposal
RFP 910-5309 Attachment A Service Building Name Bldg.# Area Address Make Type Landings State 10 # Minimum Minimum Minimum Monthly Annual Type, as Service Service Monthly Service Fee Service Fee defined In Frequency Hours Total RFP by Month (Hrs.) -------Other Amount Cost to provide a one hundred percent (100%) performance bond for a twelve (12) month period, as previously specified. [ s1.soo.oo 1 Hourly labor Rate State the houlrly labor rate for a journeyman mechanic that will be charged for billable call back and trouble calls. Hourly Rate Year 1 Year 2 Year 3 Year4 Year 5 Regular Time I$ 26o.oo I $ 263.00 I $ 266.00 1 $ 269.00 1 $ 212.00 1 Define Regular Time: Monday thru Friday Gam to Gpm Define Overtime: Monday thru Friday Gpm to Gam, Saturdays, Sundays and *Union Holidays *Union Holidays-New Years Day, Memorial Day, Independence Day, labor Day, Veteran's day, Thanksgiving Day and the Friday after, Christmas Day Material Discount or Markup% from list Prices for all parts that are not included in the fixed price agreement. Z:\Troy\Fresno County Cost Proposal Overtime 1 s 442.oo 1 s 447.oo 1 s 452.oo p 457.oo 1 s 462.oo 1 Discount% Markup% I 25%1 J Page 3 of 3 5 Year Load Test Cost (where required)