Executive Summary

AID 1876233 · View on Simbli

Agenda Item

i. Contract ~ Cooperative Agreement ~ OMNIA Partners Cooperative/Region 14 Education Service Center (ESC) Agreement ~ Carrier Corporation ~ HVAC and Building Control Systems, Equipment, Installation, and Related Products and Services Contract Number #159051 (Not to exceed $150,000)

Summary: Presented by: Mr. Erick Hofstetter, Chief Operating Officer, Division of Operations
Request: It is requested that the DeKalb County Board of Education (“the Board”) approve the use of the cooperative agreement, OMNIA Partners Cooperative /Region 14 ESC Contract #159051, between DeKalb County School District (“DCSD”) and Carrier Corporation for the preventative maintenance and repair of DCSD owned portable HVAC units and services in accordance with the terms and conditions contained therein not to exceed $150,000.
Why: The Business Services Department is requesting approval to utilize the OMNIA Partners Cooperative Agreement/Region 14 ESC Contract #159051 with Carrier Corporation. This contract provides routine preventative maintenance and repair services for district-owned portable HVAC units. These services are critical in extending the life of the equipment and ensuring the units operate efficiently while temporarily deployed at schools.
Details: The Division of Operations- Business Services Department is requesting approval to use the OMNIA Cooperative/Region 14 ESC Contract # 159051 with Carrier Corporation.

Preventative maintenance is essential to optimal performance and prolonging the life of HVAC equipment. This program will include:


Replacement of all filters, including evaporator and condenser filters.
Wipe-down of units to remove dust and lint, ensuring a clean and neat appearance.
Full operational and functional checks.
Thorough internal and external cleaning of the unit to include evaporator and condenser coils.
Repair or replacement of broken or damaged components.
Mechanical repairs as needed.

These portable units are instrumental in providing supplemental HVAC support when installed systems fail, ensuring that required temperature standards are maintained in district facilities.

On September 24, 2024, RFP- 24-S850 was issued for HVAC and Building Control Systems, Equipment, Installation, and Related Products and Services. Carrier Corporation was one of the awarded vendors. The Omnia Cooperative contract is an initial three (3) year agreement (January 1, 2025-December 31, 2027) with two (2) one (1) year renewal options through December 31, 2029. The use of this contract will provide preventative maintenance and repair of DCSD-owned portable HVAC units. The contract with Carrier will be used on an as-needed basis.

The specific agreement between DeKalb County School District and Carrier Corporation will be effective upon execution for one (1) year, with the option to renew on an annual basis with Board of Education approval.
Financial impact: The financial impact of the cooperative agreement with Carrier Corporation, not to exceed $150,000, will be allocated from:
GL Code: 100.2600.530000.00011.7620.9990.8010.040.0000
Contact: Mr. Erick Hofstetter, Chief Operating Officer, Division of Operations, 678.676.1475
Mr. Keith Singleton, Director, Business Services, Division of Operations, 678.676.1422
Effective: Upon Board Approval
Status: Approved by the Office of Legal Affairs
             HVAC & Building Control Systems, Equipment, Installation, and Related Products & Services
                                               Executive Summary


 Lead Agency: Region 14 ESC                                 Solicitation: 24-S850

 RFP Issued: September 24, 2024                             Proposals Received: #10

 Response Due Date: November 7, 2024

Awarded to: Carrier Corporation, Comfort Systems USA, and Midwest Mechanical

Region 14 Education Service Center’ (ESC) Department of Procurement issued RFP #24-S850 on September 24,
2024, to establish a national cooperative contract for HVAC & Building Control Systems, Equipment, Installation,
and Related Products & Services.

The solicitation included cooperative purchasing language in Sections I. Introduction:
        National Contract
        Region 14 ESC, as the Principal Procurement Agency, defined in ATTACHMENT A, has partnered with
        OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”) to make the resultant
        contract (also known as the “Master Agreement” in materials distributed by OMNIA Partners) from this
        solicitation available to other public agencies nationally, including state and local governmental entities,
        public and private primary, secondary and higher education entities, non-profit entities, and agencies for
        the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing program. Region
        14 ESC is acting as the contracting agency for any other Public Agency that elects to utilize the resulting
        Master Agreement. Use of the Master Agreement by any Public Agency is preceded by their registration
        with OMNIA Partners (a “Participating Public Agency”) and by using the Master Agreement, any such
        Participating Public Agency agrees that it is registered with OMNIA Partners, whether pursuant to the
        terms of a Master Intergovernmental Cooperative Purchasing Agreement, a form of which is attached
        hereto on ATTACHMENT A, or as otherwise agreed to. ATTACHMENT A contains additional information
        about OMNIA Partners and the cooperative purchasing program.

Notice of the solicitation was sent to potential offerors, as well as advertised in the following:

     •    Region 14 ESC’ Bonfire website
     •    OMNIA Partners website
     •    USA Today, nationwide
     •    Arizona Business Gazette, AZ
     •    San Bernardino County Sun, CA
     •    Honolulu Star-Advertiser, HI
     •    The Herald-News – Will County (IL)
     •    The Advocate – New Orleans, LA

Version May 13, 2024
     •    The New Jersey Herald, NJ
     •    Albany Times Union, NY
     •    Daily Journal of Commerce, OR
     •    The State, SC
     •    Deseret News, UT
     •    Richmond Times-Dispatch, VA
     •    Seattle Daily Journal of Commerce, WA
     •    Abilene Reporter, TX or Houston Community Newspapers, TX
     •    Helena Independent Record, MT
     •    Las Vegas Review-Journal
     •    Kennebec Journal, ME

On November 7, 2024 proposals were received from the following offerors:

     •    ABM
     •    Bernhard MCC LLC
     •    Carrier Enterprise
     •    Climate Solutions
     •    Creative Air Mechanical Services
     •    Filterbuy Inc.
     •    Midwest Mechanical
     •    Carrier Corporation
     •    Comfort Systems USA

The proposals were evaluated by an evaluation committee. Using the evaluation criteria established in the RFP,
the committee elected to enter into negotiations with Carrier Corporation, Comfort Systems USA, and Midwest
Mechanical and proceeding with contract award(s) upon successful completion of negotiations.

Geographic Preferences: No geographic preferences were included in the evaluation of the responses.

Region 14 ESC, OMNIA Partners and the following offerors successfully negotiated a contract: Carrier
Corporation, Comfort Systems USA, and Midwest Mechanical. Region 14 ESC executed the agreements, each
with a contract effective date of January 1, 2025.

Contract includes: The suppliers provided federal funds certifications which are available on the OMNIA
Partners website for review.

Term:
          Initial three (3) year agreement from January 1, 2025 through December 31, 2027 with the option to
          renew for two (2) additional one-year periods through December 31, 2029.

Pricing/Discount: Pricing is available upon request.




Version May 13, 2024