FROM: Robert Thompson, General Manager
Originator: Lorenzo Tyner, Assistant General Manager
SUBJECT:
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COOPERATIVE PROCUREMENT WITH CARRIER GLOBAL CORPORATION FOR HVAC MAINTENANCE SERVICES
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GENERAL MANAGER'S RECOMMENDATION
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RECOMMENDATION:
A. Approve a Blanket Purchase Order with Carrier Global Corporation for HVAC Maintenance and Repair services at Orange County Sanitation District facilities in an amount not to exceed $1,400,000, utilizing the Sourcewell Cooperative Master Agreement No. 080824-CAR for the period October 1, 2025, through September 30, 2026, with three (3) one-year renewal options; and
B. Approve a contingency in the amount of $140,000 (10%).
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BACKGROUND
Orange County Sanitation District (OC San) has a recurring need for preventive and corrective maintenance on HVAC systems at its facilities. These systems are critical for cooling electrical, lab, and IT equipment, as well as maintaining a comfortable environment in occupied areas.
RELEVANT STANDARDS
* Participate in local, state, and national cooperative service and purchasing programs
* Maintain a proactive asset management program
* Provide a safe and collegial workplace
PROBLEM
Extended material lead times, high volume of work, and aging equipment are causing HVAC maintenance delays and failures.
PROPOSED SOLUTION
Approve a BPO with Carrier Global Corporation for HVAC maintenance and repair services.
TIMING CONCERNS
HVAC equipment failures are occurring due to resource constraints and delays in performing preventive maintenance and repairs. This could lead to more costly total equipment replacements.
RAMIFICATIONS OF NOT TAKING ACTION
Failure to act could lead to critical HVAC equipment failure, potentially damaging systems that require a controlled environment and disrupting overall plant processes.
PRIOR COMMITTEE/BOARD ACTIONS
September 2023 - Approved a Blanket Purchase Order with Carrier Commercial Services ...
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