Agenda Item
ii. Contract ~ Cooperative Agreement ~ Spend Limit Increase ~ OMNIA Partners Cooperative Contract No. 159051 ~ Carrier ~ HVAC Equipment, Controls, and Service Solutions (Not to Exceed $1,000,000)
Summary: Presented by: Mr. Erick Hofstetter, Chief Operating Officer, Division of Operations
Request: It is requested that the DeKalb County Board of Education approve a spending limit increase of the OMNIA Partners Cooperative Contract No. 159051 contract between DeKalb County School District (“DCSD”) and Carrier for HVAC Equipment, Controls, and Service Solutions not to exceed $1,000,000.
Why: Approval of this request is to provide goods and services in support of DCSD’s HVAC requirements. By utilizing this agreement, DCSD will have access to the fixed pricing that has been competitively solicited and awarded.
Details: The Division of Operations - Facilities is requesting approval to increase the spend limit of the existing DCSD contract with Carrier Corporation via OMNIA Cooperative Contract No. 159061. The Board approved the initial use of contract #159061 on November 10, 2025, to the Business Services Department for the not to exceed amount of $150,000 specifically for preventive maintenance and repair of DCSD owned portable HVAC units.
The Facilities Department utilized contract 02-123 via the OMNIA Cooperative contract; consequently, 02-123 has been superseded by contract no. 159051.
https://www.omniapartners.com/suppliers/carrier/public-sector/contract-documents
Increasing the spending limit to include Facilities department use of this contract is a necessary component of HVAC Operations. It provides the DCSD with an established procurement vehicle for Carrier equipment and parts as needed. The agreement supports our ability to maintain safe and healthy learning environments, efficiently address equipment failures, and leverage cooperative purchasing advantages, including volume pricing and administrative efficiencies.
Based on recent Facilities Condition Assessments and evolving work ticket data, Carrier equipment accounts for a significant portion of the district's installed HVAC infrastructure, and the lack of an approved cooperative agreement limits our ability to procure replacement equipment and critical components in a timely manner. As we continue to address aging infrastructure and prepare for current and future equipment replacement needs, renewing this contract is increasingly important for maintaining operational continuity across the district.
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 additional $850,000 increase to the spend limit will provide resources to address additional Carrier related HVAC infrastructure installed districtwide. The contract with Carrier will be used on an as-needed basis.
This contract will not be used for public works construction projects as defined by OCGA s 36-91-2(12) that exceed $100,000. However, it may be used for non-construction projects that exceed $100,000. The Board will be notified of all projects that exceed $100,000.
The scope of this RFP shall include but not be limited to the following products and
services:
HVAC Equipment, Installation and Services;
HVAC Refrigeration - Rotary, Centrifugal, Scroll, Reciprocating, Absorption
Indoor Air Quality Products and Devices - Active polarization, non-ionizing, electronic air cleaning systems intended to replace passive filtration, and any other related product or device;
Unitary - rooftops, split systems, variable refrigerant flow (VRF), heat pumps, packaged terminal air conditioners (PTAC), water-source, and mini-splits;
Cooling Towers Type - Open, closed, evaporative, and any other type of product or device;
Pumps Type - Single stage, split case, end suction, inline, circulator, turbines;
Boilers & Water Heaters - Modulating, condensing, cast iron, water tube, packaged and any other related product or device;
HVAC Specialty Products - Modular, outside/inside, shell & tube (S&T) heat recovery, humidity control, heat wheel, heat pipe, heat exchangers;
Equipment Rentals Type - Chillers, pumps, transformers, terminal units, generators,
Cooling towers, packaged unitary and other types;
Chiller Systems;
Equipment Parts and Supplies - Manufactured parts, emergency parts service, or
miscellaneous material and supplies;
Building Control Systems;
Direct digital control (DDC) Systems to include core components, end devices, lighting, panels, and any other related product or device;
Central Station Controls - Manufactured or custom air, fan, filter, coil sections;
Air Terminal Devices and Heating Products - Variable air volume (VAV), fan coils, unit ventilators, unit heaters, fin tube radiation/convectors;
Remote Monitoring,
Warranty Services - Extended parts & labor (defined maximum number of years available), delayed start-up, and any other related services;
Energy Services - Energy Tracking, Energy Analysis, Evaluation of Potential Upgrades, demand response, or rebates;
Equipment Rentals - Chillers, pumps, transformers, terminal units, generators, cooling towers, packaged unitary, and any other related products or devices;
Financial Services - Leasing, prompt and pre-payment discounts, guaranteed savings, and other related financial services;
New Construction/Modernization/Upgrades;
Installation and Turnkey Contracting - Retrofit, new construction, energy retrofit, controls new and upgrade;
Site Surveys - Equipment, system analysis, operational, and other related site services;
Startup & Commissioning Services - Equipment startups, system checkouts, control verification, retro commissioning, measurement and verification (M & V), rebate auditing, and any other related services;
Warranty Services - Extended parts and labor, delayed start-up and other;
Consulting, Management, and Related Services;
Service & Maintenance - Preventative and full maintenance contracts, man-at attendance, remote monitoring, annuals, emergency services, regulatory compliance, cleaning (e.g., duct, coils and filters), scheduled maintenance (e.g., oil, chemical and vibration analysis), and other related services;
Balance of line - complete product and service offering for HVAC and Building Control Systems, Equipment, Installation and Related Products and Services to include all other products, services, and/or solutions offered.
Financial impact: General Fund Budget: 100.2600.543009.00011.7520.9990.8013.040.0000
Contact: Mr. Erick Hofstetter, Chief Operating Officer, Division of Operations, 678.676.1447
Mr. Keith Ball, Executive Director of Facilities & Capital Improvement Projects, Division of Operations, 678.676.1478
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