Smith Mechanical COI

AID 1958113 · View on Simbli

Agenda Item

i. Contract Renewal ~ RFP 24-564 HVAC Repair and Installation Services ~ 5 Seasons Mechanical, ARS Mechanical LLC, HVAC Allies LLC, Mann Mechanical Company, Inc., MAXAIR Mechanical, Mechanical Services, Inc., Smith Mechanical Heating & Air, and Trane U.S. Inc. ~ Contract Renewal ~ 2 of 4 (Not to Exceed $8,000,000)

Summary: Presented by: Mr. Erick Hofstetter, Chief Operating Officer, Division of Operations
Request: It is requested that the DeKalb County Board of Education approve contract renewal (2 of 4) for RFP 24-564 HVAC Repair and Installation Services in the amount not to exceed $8,000,000 to the list below:


5 Seasons Mechanical
ARS Mechanical LLC
HVAC Allies LLC
Mann Mechanical Company, Inc.
MAXAIR Mechanical
Mechanical Services, Inc.
Smith Mechanical Heating & Air
Trane U.S. Inc.
Why: This request is for contract renewal to provide HVAC Repair and Installation Services required throughout DeKalb County School District (“DCSD”) on an as-needed basis. It ensures continuity of essential HVAC repair and installation services required to maintain safe, functional, and climate-controlled learning and working environments across DCSD facilities. This approval establishes a pool of qualified contractors that enables timely response to HVAC failures, addresses preventative maintenance and repair needs for various remodeling, renovations, life safety requirements, and capital improvement projects, while maintaining competitive pricing and operational efficiency.
This request renews the contract for an additional year to the above-captioned vendors from May 24, 2026-May 23, 2027.
Details: On February 12, 2024, the Board approved 5 Seasons Mechanical, ARS Mechanical LLC, HVAC Allies LLC, Mann Mechanical Company, Inc., MAXAIR Mechanical, Mechanical Services, Inc., Smith Mechanical Heating & Air, and Trane U.S. Inc. as the most responsive and responsible offerors to provide district-wide HVAC Repair and Installation Services. This recommendation is for (2 of 4) contract renewal options and renews the contract for an additional year to the above-captioned vendors from May 24, 2026-May 23, 2027.
Financial impact: The total contract amount for these services in the amount not to exceed $8,000,000 will be allocated from the General Fund Budget, Repair & Maintenance Service (100.2600.543000.00011.7520.9990.8013.040.0000)
Contact: Mr. Erick Hofstetter, Chief Operating Officer, Division of Operations, 678.676.1447
Mr. Keith Ball, Executive Director of Facilities & Capital Improvement, Division of Operations, 678.676.1478
Effective: Upon Board Approval
Status: Approved by the Office of Legal Affairs
                                                                                                                                                                  DATE (MM/DD/YYYY)
                                             CERTIFICATE OF LIABILITY INSURANCE                                                                                     01/16/2027
  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).
                                                                                 CONTACT
PRODUCER
                                                                                 NAME:        Pat Waldrop
          The Heritage Agency, Inc.                                              PHONE                             FAX
          P.O. Box 2810                                                          (A/C, No, Ext): 334-298-5500      (A/C, No): 334-298-5589
                                                                                 E-MAIL
          Phenix City, AL 36868                                                  ADDRESS:
                                                                                                               INSURER(S) AFFORDING COVERAGE                                NAIC #

                                                                                            INSURER A : Owners Insurance Company                                            32700
INSURED     SMITH MECHANICAL HEATING & AIR LLC BILLY SMITH                                  INSURER B : Auto Owners                                                         18988
            PO BX 124                                                                       INSURER C : HOME-OWNERS INS CO                                                  26638
            SEALE, AL 36875
                                                                                            INSURER D :

                                                                                            INSURER E :

                                                                                            INSURER F :
COVERAGES                                   CERTIFICATE NUMBER:                                                                  REVISION NUMBER:
  THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
  INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
  CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
  EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR                                              ADDL SUBR                                          POLICY EFF   POLICY EXP
 LTR             TYPE OF INSURANCE                INSD WVD              POLICY NUMBER               (MM/DD/YYYY) (MM/DD/YYYY)                            LIMITS

 A     ✔   COMMERCIAL GENERAL LIABILITY                                    38250056                  01/09/2026     01/09/2027    EACH OCCURRENCE               $          1,000,000
                                                                                                                                  DAMAGE TO RENTED
               CLAIMS-MADE     ✔   OCCUR                                                                                          PREMISES (Ea occurrence)      $            300,000
                                                                                                                                  MED EXP (Any one person)      $             10,000
                                                                                                                                  PERSONAL & ADV INJURY         $          1,000,000
       GEN'L AGGREGATE LIMIT APPLIES PER:                                                                                         GENERAL AGGREGATE             $          2,000,000
                      PRO-                                                                                                                                                 2,000,000
           POLICY     JECT          LOC                                                                                           PRODUCTS - COMP/OP AGG        $

           OTHER:                                                                                                                                               $
                                                                                                                                  COMBINED SINGLE LIMIT
 B     AUTOMOBILE LIABILITY                                               5425005600                 01/09/2026     01/09/2027    (Ea accident)                 $          1,000,000
       ✔   ANY AUTO                                                                                                               BODILY INJURY (Per person)    $
           OWNED                SCHEDULED                                                                                         BODILY INJURY (Per accident) $
           AUTOS ONLY           AUTOS
           HIRED                NON-OWNED                                                                                         PROPERTY DAMAGE               $
           AUTOS ONLY           AUTOS ONLY                                                                                        (Per accident)
                                                                                                                                                                $

 B     ✔   UMBRELLA LIAB       ✔   OCCUR                                  5425005601                 01/09/2026     01/09/2027    EACH OCCURRENCE               $          2,000,000
           EXCESS LIAB             CLAIMS-MADE                                                                                    AGGREGATE                     $          2,000,000
              DED     ✔ RETENTION $ 10000                                                                                                                       $
 C     WORKERS COMPENSATION                                               A106581542                 01/09/2026     01/09/2027    ✔ PER
                                                                                                                                    STATUTE
                                                                                                                                                       OTH-
                                                                                                                                                       ER
       AND EMPLOYERS' LIABILITY           Y/N
       ANYPROPRIETOR/PARTNER/EXECUTIVE                                                                                            E.L. EACH ACCIDENT            $          1,000,000
       OFFICER/MEMBER EXCLUDED?                   N/A
       (Mandatory in NH)                                                                                                          E.L. DISEASE - EA EMPLOYEE $             1,000,000
       If yes, describe under
       DESCRIPTION OF OPERATIONS below                                                                                            E.L. DISEASE - POLICY LIMIT   $          1,000,000




DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)




CERTIFICATE HOLDER                                                                          CANCELLATION

                                                                                              SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
                                                                                              THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
                DeKalb County School District                                                 ACCORDANCE WITH THE POLICY PROVISIONS.
                1701 Mountain Industrial Blvd
                Stone Mountain, GA 30083                                                    AUTHORIZED REPRESENTATIVE




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