Loomis Sole Source Approved

AID 2050007 · View on Simbli

Agenda Item

b. Ratification and Renewal of Districtwide Armored Car Services (Not to Exceed $575,000) ~ Updated 8.10.2026

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance
Request: It is requested that the DeKalb County Board of Education approve the ratification and renewal of the agreement with Loomis Armored US, LLC for an amount not to exceed $575,000 to continue to provide armored car services for the period of one year. This is the third of four one-year renewal periods.
Why: This request to renew the district-wide armored car and ancillary services agreement ensures continued armored car pick-up services. Loomis also provides unique ancillary services in the form of cash deposit boxes which provide an efficient deposit method that no other armored car service can match. This is renewal option three (3) of four (4).
Details: Loomis operates the largest cash distribution network in the U.S., with nearly 200 locations, a fleet of more than 4,000 vehicles, and a dedicated employee base of over 10,000 professionals. The SafePoint Titan smart safe (trademarked) installed at each school has improved operational efficiency and increase security. The SafePoint Titan smart safe system by Loomis is proprietary technology centered around an ATM-like deposit box and the industry’s premier cash management solution. It allows individual schools to make deposits on site as often as is necessary into a secure location, tracks those deposits, and automatically calls for pick-up as is necessary. Loomis works with its banking partners to acknowledge each deposit into the smart safes to effectively “advance” that deposit to DCSD regardless of when the cash is physically collected by Loomis. This cash management ecosystem, is designed to streamline cash-handling processes, increasing efficiency, and improve cash flow with guaranteed daily deposits in DCSD bank accounts based on the individual school deposits.

Board Policy DJE provides guidance for purchases that are exceptions to competitive selection. Loomis is a sole source provider. According to DJE-Sole Source, the required goods or services can only be obtained from one source in the marketplace. Such goods or services will usually be of a unique nature and have performance characteristics that can only be obtained from that source.
Financial impact: School Nutrition Program - ($287,500) There is no Financial Impact on the General Funds. School Nutrition Services is a self-supporting entity with revenue based on meal participation and supplemental sales.

General Fund GL code: 100.2500.530000.7200.9990.8010.00.0000 - School District Finance System - ($287.500).
Contact: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance, 678.676.0270
Mr. Lance McConkey, Comptroller, Division of Finance, 678.676.0445
Effective: Upon Board Approval
Status: Approved by Office of Legal Affairs
                    Request for Sole Source or Single Source Purchase

                   Purchasing Department Non-Competitive Request Form
        8.6.2026
►Date ________________________________________________________________________
                                Finance - Business Services
►Requesting Department: _______________________________________________________
                         Byron Schueneman
►Department Head: ____________________________________________________________
                             Byron Schueneman
►Budget Unit Manager: _________________________________________________________

►Approved TouchPoint Requisition/Blanket Number_________________________________
            $575,000 - $287,500 from School Nutrition Program (self-supporting, no GF impact) & $287,500 from General Fund
►Amount _____________________________________________________________________

Instructions:
    Request for a sole source or a single source purchase must be in compliance with BOE Policy DJE,
     Exceptions to Competitive Selection.

    The purpose of this form is to certify conditions and circumstances for the purchase of goods and services
     under the sole source or single source exception to the competitive process.

    Use this form for a Non-Competitive Sole Source or a Non-Competitive Single Source Request for Capital
     and Non-Capital Projects.

    Complete the Section for a SOLE SOURCE or SINGLE SOURCE Request

    This completed request must be signed by the Requesting Department Head and the Budget Unit Manager

    Completed request form and all requested documentation must be attached to the approved TouchPoint
     requisition. Note: Items with a total cost of $100,000.00 or more require prior Board approval. The Purchasing
     Manager must also pre-approve the sole or single source purchase request.

    Note: A Sole Source or Single Source designation is valid for requisition/purchase order associated with the
     request.




February 2020
        COMPLETE THIS SECTION FOR A SOLE SOURCE REQUEST

                                    Request for Sole Source Purchase
Sole Source- The required goods or services can only be obtained from one source in the marketplace. Such goods or
services will usually be of a unique nature and have performance characteristics that can only be obtained from that source.
Written documentation of such determination, in a manner prescribed by the Superintendent or the Superintendent’s
authorized designee, shall be maintained in the project and/or contract files. For capital improvement projects, specified
equipment and materials of a proprietary nature will be identified and submitted to the State DOE Receiving State Capital
Outlay Funds 160-5-4-.16(a)(8). (Board Policy Purchasing DJE – III. Competitive Selection; D. Exception to Competitive
Selection, 3. b.)

The following written documentation is required and must be attached to Approved TouchPoint
Requisition

    1. Explanation on supplier’s stationery stating that the good or service is only available from vendor.
    2. Statement from DCSD requisition initiator and budget unit manager describing in detail the reason(s) why the
       supplier is a sole source and the necessity to make the purchase. Please explain why the sole source good or
       service is the only method that can satisfy the requirements; and include specifics regarding specifications,
       features, characteristics, requirements, capability and compatibility. Additionally, explain why alternatives are not
       acceptable.
    3. Explain the impact to the District or public if this request is not approved.
        If this request isn't approved, the District's automated cash   management infrastructure will halt, immediately stopping
       __________________________________________________________________________________________

        guaranteed daily banking credits and real-time safe tracking across school sites. Cafeteria staff and school Bookkeepers w
        __________________________________________________________________________________________

    4. Detailed Description of Sole Source Good or Service to be purchased

        Ratification and renewal amendment of district-wide armored car transit services, SafePoint cash validation processing,
        __________________________________________________________________________________________

        and software/maintenance support for deployed Loomis Titan C smart safes with storage vaults for the period of July 1, 20
        __________________________________________________________________________________________

    5. Name of Sole Source Vendor: Loomis Armored US, LLC
                                   _________________________________________________________________

    6. Conditions and special circumstances for Sole Source must be specifically stated. Complete the following:

        A. Manufacturer Loomis    Armored US, LLC
                          ________________    (Provide manufacturer’s letter, if applicable.)
        B. Manufacturer’s Authorized Distributor Lommis Armored US, LLC
                                                 ____________________________________________
        C.                                                   Loomis Armored US, LLC
           Manufacturer’s Authorized Distributor for Region ___________________________________
        D. Copyright (©)                                         X
                                                            Yes_____     No_____
        E. Registered Trademark (®™)                             X
                                                            Yes_____     No_____
        F. Trade Secret                                          X
                                                            Yes_____     No_____
        G. Proprietary Information                               X
                                                            Yes_____     No_____
        H. Other                                                  X
                                                             Yes_____    No_____
           Explain: This is contract renewal option 3 of 4, maintaining continuity of a previously Board-approved multi-year softw
                      ___________________________________________________________________
        I. Additional Comments:
           ___________________________________________________________________________
        J. Will this purchase obligate DCSD to a particular vendor for future purchases, either in terms of maintenance
           or a need to purchase more like items in the future to match this one?
                X
           Yes____     No____
        K. Is all requested documentation attached to the Approved Requisition?
                X
           Yes____     No____
_______________________________________________________________________________
Purchasing Department Use:
                                             x
                                Approved: Yes_____ No_____

Comments: ____________________________________________________________________
February 2020
      COMPLETE THIS SECTION FOR A SINGLE SOURCE REQUEST

                                 Request for Single Source Purchase
 Single Source- The required goods or services can only be obtained from one source among others in a
 competitive marketplace for a substantial reason such as compatibility or standardization provided a
 reasonably diligent search has been made for other vendors (additional quote) or other appropriate
 information has been obtained to determine a vendor’s single source status. Written documentation of such
 determination, in a manner prescribed by the Superintendent or the Superintendent’s authorized designee,
 shall be maintained in the project and/or contract files. For capital improvement projects, specified equipment
 and materials of a proprietary nature will be identified and submitted to the State DOE Receiving State Capital
 Outlay Funds 160-5-4-.16(a)(8). (Board Policy Purchasing DJE – III. Competitive Selection; D. Exception to
 Competitive Selection, 3. c.)

 The following written documentation is required and must be attached to Approved TouchPoint
 Requisition.

     1. Statement from DCSD requisition initiator and budget unit manager describing in detail the reason(s) why the
        supplier is a single source and the necessity to make the purchase. Please explain why the single source good
        or service is recommended to satisfy the requirements; and include specifics regarding specifications, features,
        characteristics, requirements, capability and compatibility. Additionally, explain why other suppliers or
        alternatives are not acceptable.
     2. Explain the impact to the District or public if this request is not approved.
        ________________________________________________________________________________________

         ________________________________________________________________________________________

     3. Detailed Description of Single Source Good or Service to be purchased

         ________________________________________________________________________________________

         ________________________________________________________________________________________

     4. Name of Single Source Supplier: _____________________________________________________________

     5. Conditions and special circumstances for Single Source must be specifically stated. Complete the following:

         A. Standardization                            Yes_____ No_____
         B. Warranty                                   Yes_____ No_____
         C. Function, compatibility                    Yes_____ No_____
         D. Chemical make-up                           Yes_____ No_____
         E. Exclusivity                                Yes_____ No_____
         L. Other                                      Yes_____ No_____
                Explain: ___________________________________________________________________
         M. Additional Comments:
            ___________________________________________________________________________
         N. Will this purchase obligate DCSD to a particular vendor for future purchases, either in terms of
            maintenance or a need to purchase more like items in the future to match this one?
                Yes____ No____
         O. Is all requested documentation attached to the Approved Requisition?
                Yes____ No____


 Purchasing Department Use:
                                 Approved: Yes_____ No_____

 Comments: ____________________________________________________________________

February 2020