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22-071.02AutomatedLogicContractingServicesAnualPhoneSupportSoftwareUpgradeCenterPlace 10210 E Sprague Avenue♦ Spokane Valley WA 99206 alle Phone:(509)720-5000•Fax: (509)720-5075 •www.spokanevalley.org ., Email:cityhall@spokanevalley.org April 3,2023 Contract No.22-071.02 John Pfeiffer Automated Logic Contacting Services 10419 E. Trent Ave. Spokane Valley, WA 99206 Re: Implementation of 2024 option year, Agreement for Annual Phone Support and Software Upgrade, 22-071.00, executed November 4, 2022 Dear Mr. Pfeiffer: The City executed an Agreement for provision of the Annual Phone Support and Software Upgrade on November 4, 2022,by and between the City of Spokane Valley(the "City"), and Standard Plumbing Heating Controls ("SPHC")" and jointly referred to as "Parties." SPHC DDC controls division was purchased in July 2023 by Automated Logic Contracting Services, Inc. Due to the change in ownership, Automated Logic Contracting Services, Inc. is specifically requesting that all terms, conditions, obligations, and responsibilities of SPHC or "Consultant" described in Agreement 22-071, and all amendments thereto, be assigned to Automated Logic Contracting Services, Inc. By executing this option year, the Parties agree that Automated Logic Contracting Services, Inc. has assumed the role of the Consultant in the Agreement pursuant to section 14 of the Agreement executed November 4, 2022. By signing this renewal, Automated Logic Contracting Services, Inc. agrees to the above, and represents that it has the authority reassign the terms, conditions, obligations, and responsibilities of SPHC to Automated Logic Contracting Services, Inc. In order to memorialize the understanding of the parties, the Assignment of Contracts Letter attached hereto will be executed by the parties simultaneously to this renewal. By signing below, the City and Automated Logic Contracting Services agree that the terms in the original Agreement 22-071.00 and any amendments or renewals thereto are restated in full here, and that such terms govern the relationship of the Parties. The original Agreement states that it was a pro rata fee amount for the latter part of 2022, with up to five optional one-year terms possible if the parties mutually agree to exercise the options each year. This is the second of five possible option years that can be exercised and runs through December 31, 2024. The City would like to exercise the 2024 option year of the Agreement. The Compensation as outlined in Exhibit Al and A2, 2022 to the Agreement, includes the labor and material cost negotiated and shall not exceed $2,524.30, with a rate of$165.00 per hour minimum for calls after hours. The history of the annual renewals, including dollar amounts, is set forth as follows: Original contract amount 2022 .$ 530.89/pro rata 2023 Renewal $2,439.36/annual 2024 Renewal .... $2,524.30/annual All of the other contract provisions contained in the original Agreement not changed by this letter shall remain in place and remain unchanged in exercising this option year. If you are in agreement with exercising the 2024 option year, please sign below to acknowledge the receipt and concurrence to perform the 2024 option year. Please return one copy to the City for execution, along with current insurance information consistent with the terms of the Agreement. A fully executed original copy will be emailed to you for your files. CITY OF SPOKANE VALLEY AUTOMATED LOGIC CONTRACTING SERVICES J hn Hohman, City Manager er I me James R Jensen, Business Manager Title APPROVED AS 0 FORM: Offi of the Ci Attorney Controls 'Automated STANDA UMBING HEATING CONTROLS Logic 08/21/2023 Email City of Spokane Valley Attn: Patty Bischoff Re: Request for Consent to Assignment of Contracts Dear City of Spokane Valley, As you are aware, City of Spokane Valley and Standard Plumbing & Heating Controls Corporation ("SPH Controls") are party to the following contract, identified by contract number, approximate date, and project name (collectively, the "Contracts"): • Contract No. 22-071.00 dated November 4`h 2022 Recently, SPH Controls has entered into an agreement for the sale of all of its assets to Automated Logic Contracting Services, Inc. ("ALCS"). We write to notify you that, effective as of July 3, 2023, we intend to assign the Contracts, including the assignment of all of our rights and the delegation of all of our performance under the Contracts to ALCS (the"Assignee", and such assignment the"Assignment"). SPH Controls' leadership and employees will continue as employees of ALCS, so we do not anticipate any disruption in performance under the Contracts as a result of the Assignment. In accordance with the terms of each of the Contracts, we hereby request your consent to the Assignment. Please sign this letter below and return it to Bryan Johnson (Bryan.Johnson@carrier.com)and John Pfeiffer(John.Pfeiffer@carrier.com). If you have any questions regarding the Assignment or this request for consent, please direct them to Bryan Johnson(Bryan.Johnson@carrier.com). We appreciate your assistance and thank you in advance for your prompt attention to this matter. SIGNATURES ON NEXT PAGE Page 1of2 Regards, Standard Plumbing H ating& Controls Corp. By: Na : Bryan Johnson Title: Vice President The undersigned hereby consents to the Assignment as of the date set forth below: City of Spokane Valley Signature: Name Title: Date: Page 2 of 2 ACoREP CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDDIYYYY) 04/29/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT MARSH USA,LLC. NAME: PHONE T FAX 1166 Avenue of the Americas (At&,.Nv Pact. l �N°1 New York,NY 10036 E-MAIL Canier.certr uesars .cem ADDRESS: eqiMh Q INSURER(S)AFFORDING COVERAGE NAIC# CN101479273-CCS-GAWX'-24-25 040124 040125 INSURERA: Old Republic Insurance Company 24147 INSURED INSURER B: AIU insurance CO 19399 Automated Logic Contracting — Services,Inc. _INSURER C: 5900 Northwood business Parkway,Suite 8 INSURER D: Charlotte,NC 28269 INSURER E: INSURER F: — COVERAGES CERTIFICATE NUMBER: NYC-011945098-01 REVISION NUMBER: 1 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. !NCR ADDL SUBT2 POLICY EFF POLICY EXP — TYPE OF INSURANCE LTR ,INSD WVD- POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYYI UMITS A X COMMERCIAL GENERAL LIABILITY MWZY 316149-24 04/01/2024 04/01/2025 EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE X OCCUR $2,000,000 General Aggregate PPREEMMGRISES fEa�S(a RENTED occurrence) $ 300,000 Per Location MED EXP(Any one person) $ 10,000 S10,000,000 General Aggregate PERSONAL&AOV INJURY S 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: Per Policy GENERAL AGGREGATE $ 2,000,000_ X POLICY PRO X LOC PRODUCTS $ 2,000,000 JECT OTHER: $ A AUTOMOBILE LIABILITY MWTB 316148-24 04/01/2024 04l61I2025 COMBINED SINGLE LIMIT $ 1,000,000 (Ea accident) X ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY _AUTOS -- HIRED NON-OWNED 1 PROPERTY DAMAGE AUTOS ONLY _ AUTOS ONLY i Per acc ident +$ $ A x UMBRELLA LIAB X OCCUR MWZU 316150-24 04/01/2024 04/0112025 EACH OCCURRENCE $ 1,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $ 1,000,000 DED RETENTIONS I $ B WORKERS COMPENSATION WC 020395994(CA) 04/01/2024 04101/2025 X STATUTE OTH- ER AND EMPLOYERS'LIABILITY 00 B ANYPROPRIETORJPARTNER/EXECUTIVE Y 1 N N/A WC 020395995(WI) 04/01/2024 04/01/2025 E.L.EACH ACCIDENT $ 2,000,000 OFFICER/MEMBEREXCLUDED? N (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE $ 2,000,000 If yes,describe under SEE ACORD 101. 2,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ I DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached If more space Is required) RE:Contarct number#SPOVAL2024.TERM:04101/2024-04/01/2025. Cily of Spokane Valley CERTIFICATE HOLDER CANCELLATION City of Spokane Valley SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 10210 E.Sprague Ave. THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Spokane,WA 99206 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Vir--7aalc 2e-s-,4' A.-�? I ©1980-2016 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: CN101479273 LOC#: Hartford AC R ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY NAMED INSURED MARSH USA,LLC. Automated Logic Contracting Services,Inc. POLICY NUMBER 5900 Northwood business Parkway,Suite B Charlotte,NC 28269 CARRIER NAIC CODE '. !! EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM 1S A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability insurance CONTINUED FROM WORKERS'COMPENSATION: INSURER:AIU Insurance Company POLICY NUMBER:WC 020395993 EFFECTIVE DATE:04/01/2024 EXPIRATION DATE:04/01/2025 ADDITIONALSTATES COVEREC: AL,AKAR,AZ,CO,CT,DC,DE,FL,(iA,HI,IA,ID,IL,f N,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,N E,NH,NJ,NM,NV,NY,OKOR,PA,RI,SC,SO,TN,TX,UT,VA,VT,WY ACORD 101 (2008/01) ©2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD W.higt.Sate Cepamrentd Labor&Industries a(https.//I//I ni�a.goov/) Contractors STANDARD F'LG HTG CONTROLS CORP Owner or tradespencon E 10419 TRENT AVE Principals SPOKANE,WA 99206 JOHNSON,BRYAN W,VICE PRESIDENT 509-922-1717 SPOKANE County SCHMIDT,MARY LYNN,SECRETARY SCHMIDT,WESLEY ALLEN,MEMBER Doing business as STANDARD PLG HTG CONTROLS CORP WA UBI No. Business type 600 238 386 Corporation Governing persons WESLEY A SCHMIDT BRYAN JOHNSON; MARY L SCHMIDT; License Verify the contractor's active registration/license/certification(depending on trade)and any past violations. Construction Contractor Active Meets current requirements. License specialties GENERAL License no. STANDPH234OA Effective—expiration 09/01/1977—07/25/21124 Bond NATIONWIDE MUTUAL INS CO $12,000.00 Bond account no. 7900317919 Received by L&I Effective date 08/23/2007 07/25/2007 Expiration date Until Canceled Insurance ........_....._....._...... Cincinnati Ins Co $1,000,000.00 Policy no. EPP0517530 Received by L&I Effective date 12/13/2021 01/01/2022 Expiration date 01/01/2025 Insurance history Savings No savings accounts during the previous 6 year period. Lawsuits against the bond or savings No lawsuits against the bond or savings accounts during the previous 6 year period. L&I Tax debts No L&I tax debts are recorded for this contractor license during the previous 6 year period,but some debts may be recorded by other agencies. License Violations .................................................... No license violations during the previous 6 year period. Certifications & Endorsements OMWBE Certifications No active certifications exist for this business. Apprentice Training Agent No active Washington registered apprentices exist for this business.Washington allows the use of apprentices registered with Oregon or Montana.Contact the Oregon Bureau of Labor&Industries or Montana Department of Labor &Industry to verify if this business has apprentices. Workers' Comp Do you know if the business has employees?If so,verify the business is up-to-date on workers'comp premiums. L&I Account ID Account is current. 382,972-00 ............................... Doing business as STANDARD PLUMBING HEATING Estimated workers reported Quarter 3 of Year 2023"0"Workers L&I account contact T4/RAECHEL WRIGHT(360)902-4579-Email:WRIV235@Ini.wa.gov Public Works Requirements Verify the contractor is eligible to perform work on public works projects. Required Training—Effective July 1,2019 Exempt from this requirement. Contractor Strikes No strikes have been issued against this contractor. Contractors not allowed to bid No debarments have been issued against this contractor. Workplace Safety& Health Check for any past safety and health violations found on jobsites this business was responsible for. No inspections during the previous 6 year period. N.n.o......,aNrcnl of Labor&Industries.(https://lni.wa.gov/) Contractors STANDARD PLBG HTG CNTRLS CORP Owner or tradesperson 10419 E TRENT AVE Principals SPOKANE,WA 99206 SCHMIDT,WA,PRESIDENT 509-922-1717 SPOKANE County JOHNSON,BRYAN,VICE PRESIDENT SCHMIDT,MARY,SECRETARY SCHMIDT,MARY,TREASURER RODMAN,DON,AGENT Doing business as STANDARD PLBG HTG CNTRLS CORP WA UBI No. Business type 600 238 386 Corporation Governing persons WESLEY A SCHMIDT BRYAN JOHNSON; MARY L SCHMIDT; License Verify the contractor's active registration/license/certification(depending on trade)and any past violations. Electrical Contractor Active Meets current requirements. License specialties LIMITED ENERGY HVAC/RFRG License no. STANDPH037LR Effective—expiration 06/19/1997—06/19/2025 Designated administrator Active HEITSTUMAN,DAVID C Meets current requirements. License type License no. Master Electrician HEITSDC976CJ Bond NATIONWIDE MUTUAL INS CO $4,000.00 Bond account no. 7900321874 Received by L&I Effective date 09/06/2007 10/13/2007 Cancelation date 01/05/2024 Savings No savings accounts during the previous 6 year period. License Violations No license violations during the previous 6 year period. Certifications & Endorsements OMWBE Certifications No active certifications exist for this business. Apprentice Training Agent No active Washington registered apprentices exist for this business.Washington allows the use of apprentices registered with Oregon or Montana.Contact the Oregon Bureau of Labor&Industries or Montana Department of Labor &Industry to verify if this business has apprentices. Workers'Comp Do you know if the business has employees?If so,verify the business is up-to-date on workers'comp premiums. L&I Account ID Account is current. 382,972-00 ............................... Doing business as STANDARD PLUMBING HEATING Estimated workers reported Quarter 3 of Year 2023"0"Workers L&I account contact T4/RAECHEL WRIGHT(360)902-4579-Email:WRIV235@Ini.wa.gov Public Works Requirements Verify the contractor is eligible to perform work on public works projects. Required Training—Effective July 1,2019 Exempt from this requirement. Contractor Strikes .................._................................... No strikes have been issued against this contractor. Contractors not allowed to bid No debarments have been issued against this contractor. Workplace Safety & Health Check for any past safety and health violations found on jobsites this business was responsible for. No inspections during the previous 6 year period.