Agenda Item
vii. Contract ~ Cooperative Agreement ~ OMNIA Partners Contract #3341 ~ Trane US, Inc. ~ HVAC Products, Installation, Labor Based Solutions, and Related Products and Services (Not to Exceed $500,000)
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 Contract # 3341 between DeKalb County School District (“DCSD”) and Trane US, Inc. for HVAC Products, Installation, and Related Products and Services in an amount not to exceed $500,000.
Why: This request is to approve the use of the Omnia Cooperative contract No: 3341 with Trane to provide HVAC Products, installation, and related products and service required throughout 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.
Details: On June 15, 2022, Racine County, Wisconsin (the Principal Procurement Agency) issued IFB #RC2022-1001 for HVAC Products, Installation, Labor Based Solutions, and Related Products and Services with the resulting contract to be administered by OMNIA Partners. On July 21, 2022, Racine County received a proposal from Trane U.S., Inc., who was deemed the lowest responsive, responsible, and qualified bidder based on the IFB requirements. Trane US, Inc. was approved as the contract awardee, effective September 1, 2022. The use of this contract will provide HVAC products, parts, and service, on an as-needed basis. The Master Agreement between OMNIA Partners and Trane U.S. Inc. is effective September 1, 2022, through August 31, 2027, with the option to renew for one (1) additional five (5) year period. The anticipated full term of the contract is ten (10) years. The resulting contract between DCSD and Trane U.S. , Inc. will be for one (1) year, with the option to renew subject to Board approval on a yearly basis.
Financial impact: The total contract amount for this project, in an amount not to exceed $500,000, will be allocated from General Fund Budget, Cost Code: (100.2600.543009.0011.7520.9990.8013.040.0000)
Contact: Mr. Erick Hofstetter, Chief Operating Officer, Division of Operations, 678-676-1483
Mr. Bobby Moncrief, Director of Facilities, Division of Operations, 678-676-1478
Effective: Upon Board Approval
Status: Approved by the Office of Legal Affairs
HVAC Products, Installation, Labor Based Solutions, and Related Products and Services
Executive Summary
Lead Agency: Racine County, Wisconsin Solicitation: RC2022-1001
Solicitation Issued: June 15, 2022 Pre-Bid Date: June 29, 2022
Response Due Date: July 21, 2022 Awarded to: Trane U.S. Inc.
Racine County, Wisconsin issued IFB #RC2022-1001 on June 15, 2022, to establish a national cooperative contract
for HVAC Products, Installation, Labor Based Solutions, and Related Products and Services.
The solicitation included cooperative purchasing language in Section II. INSTRUCTION TO BIDDERS, K. National
Contract:
Subject to its fiduciary and statutory obligations, Racine County, as the Principal Procurement Agency, defined in
Attachment D – National Cooperative Contract to be Administered by OMNIA Partners, has partnered with OMNIA
Partners, Public Sector (“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. Racine County 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 D – National Cooperative Contract, or as otherwise agreed to. Attachment D –
National Cooperative Contract contains additional information about OMNIA Partners and the cooperative
purchasing agreement.
Notice of the solicitation was sent to potential offerors, as well as advertised in the following:
• Racine County 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)
Version July 14, 2022
• The Advocate – New Orleans, LA
• 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
• Houston Community Newspapers, TX
• Helena Independent Record, MT
• Las Vegas Sun
• Kennebec Journal, ME
Socio-economic Outreach: To encourage participation of small businesses, minority owned businesses and women
owned businesses, Historically Underutilized Businesses were notified of the Invitation to Bid.
On Thursday July 21, 2022, bids were received from the following offerors:
• Trane U.S. Inc.
Trane U.S. Inc. was the lowest responsive, responsible, and qualified bidder based on the requirements issued in
the IFB. The County Executive, who was granted authority on January 11, 2022 by the Racine County
Commissioners, approved the contract award. The contract was executed on August 17, 2022 with an effective
date of September 1, 2022.
Contract includes HVAC Products, Installation, Labor Based Solutions, and Related Products and Services. Trane
U.S. Inc. can provide products and services covering the following areas:
• Operate, Maintain & Repair
o Connectivity and Cloud Services
o HVAC System Management
o HVAC System Repair
o Rental Solutions
o Parts and Supplies
• Energy & Sustainability
o Energy conservation Measures
o Energy Monitoring & Analysis
o Active Energy Management
o Financing & Energy Services Contracting
• Design, Upgrade & Modernize
o Upgrading Existing Equipment
o Building Systems Design and Upgrades
o HVAC System Retrofits
o Indoor Air Quality (IAQ)
• Building Systems and Technologies
o Variable Refrigerant Flow (VRF) and Ductless Systems
o Chillers
o Packages Units and Split Systems
Version July 14, 2022
o Air Handlers, Terminal Devices, Vav and Fan Coils
o Variable Frequency Drives (VFD)
o Energy Storage
o Precision Cooling
• Building Management and Automation
o Solutions for Large Buildings and Campuses
o Small Building Solutions
o Air-Fi® Wireless Communications
o Lighting Solutions
o Controls Solutions for Light Commercial Contractors
• Design and Analysis Software Tools
Term:
• September 1, 2022 to August 31, 2027 with the option to renew for one (1) additional five (5) year period.
The anticipated full term of the contract is ten (10) years. Trane U.S. Inc. has the right to enter local
“service” agreements with Participating Public Agencies accessing the contract through OMNIA Partners,
so long as the effective date of such agreement is prior to the expiration of the Contract. All local
agreements may have a full potential term (any combination of initial and renewal periods) subject to the
discretion of the Participating Public Agency. Any job orders, project agreements, or maintenance
agreements executed against the Master Agreement during the effective term may survive beyond the
expiration of the Master Agreement as established and agreed to by both parties.
Pricing/Discount:
• Bid Form Available Upon Request.
Version July 14, 2022