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File #: 2025-4473    Version: 1 Name:
Type: Non-Consent Status: Passed
File created: 8/25/2025 In control: ADMINISTRATION COMMITTEE
On agenda: 9/10/2025 Final action: 9/10/2025
Title: COOPERATIVE PROCUREMENT WITH CARRIER GLOBAL CORPORATION FOR HVAC MAINTENANCE SERVICES
Sponsors: Lorenzo Tyner
Attachments: 1. Agenda Report
Related files: 2023-3202, 2023-3146, 2025-4505
FROM: Robert Thompson, General Manager
Originator: Lorenzo Tyner, Assistant General Manager

SUBJECT:

title
COOPERATIVE PROCUREMENT WITH CARRIER GLOBAL CORPORATION FOR HVAC MAINTENANCE SERVICES
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GENERAL MANAGER'S RECOMMENDATION

recommendation
RECOMMENDATION: Recommend to the Board of Directors to:

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 ...

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