03FAC - Trane U.s. Inc. - GS06F0079R

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Federal Supply Schedule GS06F0079R Federal contract IDV
Contract number
GS06F0079R
Issued by
GSA Federal Acquisition Service

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Trane U.s. Inc. - Trane Headquarters - (DBA Trane) Pricelist and/or Vendor Terms and Conditions for GS06F0079R, a Federal Supply Schedule awarded to Trane U.s. Inc. - Trane Headquarters - (DBA Trane), under Facilities Maintenance and Management (03FAC)

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Authorized Federal Supply Schedule Price List On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSAAdvantage!®, a menu-driven database system. The INTERNET address GSA Advantage!® is:

GSAAdvantage.gov

Schedule:

MAS – Multiple Award Schedule

FSC Group:

B – Facilities G – Miscellaneous

PSC Codes:

R799 – Other Management Support Services Z2AA - Repair or Alteration of Office Buildings

Contract Number:

GS-06F-0079R

Contract Period:

8/27/2015 to 8/26/2020

Contractor Info:

TRANE U.S. INC.

3600 PAMMEL CREEK RD

LA CROSSE, WI 54601-7511

651-407-4216 www.trane.com GSASchedule@Trane.com

Business Size:

Large http://www.trane.com/ www.trane.com Page 2 Revised 04.16.2020

Trane U.S. Inc.

Authorized Government Price List

Contract# GS06F0079R

TABLE OF CONTENTS

Section Page

Information for Ordering Activities

Suggested Formats for Blanket Purchase Orders

Basic Guidelines for Using CTAs

APPENDIX I

Services to Be Offered Under SINs 561210FAC

Labor Categories for SINs 561210FAC

APPENDIX II

Services to be Offered under SINs 541690E

Labor Categories for SINs 541690E

Services and Supplies to be Offered under

SIN ANCILLARY

APPENDIX III

Services to be Offered under SIN ANCRA

Labor Categories for SIN ANCRA

Services and Supplies to be Offered under

SIN ANCILLARY

Davis Bacon Act Labor Categories Offered under Sin ANCRA

APPENDIX IV

Trane U.S. Inc.’s Trane Local Service Offices

APPENDIX V

Independently-Owned Trane Local Service Offices

APPENDIX VI

Map of Trane’s Nationwide Network of Commercial Offices by North American District Territories

BY NORTH AMRICAN DISTRICT TERRITORIES

APPENDIX VII

U.S. States in Trane’s Nationwide Network of Commercial Offices by Territory

APPENDIX VIII

Pricing for all Services

CONTRACT MODIFICATIONS

This Schedule Contract Price List includes Modifications through No. PS-A812, effective April 16, 2020.

www.trane.com Page 3 Revised 04.16.2020

INFORMATION FOR ORDERING OFFICES

1a. Awarded Special Item Numbers:

SIN Description

561210FAC…….. Complete Facilities Maintenance and Management

541690E………... Energy Consulting Services

ANCRA…………. Ancillary Repair and Alteration

ANCILLARY……. Ancillary Supplies and Services

OLM…………….. Order Level Materials

1b. Lowest Price Model Number and Lowest Unit Price for the Special Item Number Awarded in the Contract:

Lowest Hourly Rate Description

$32.09 ...................................... Drafter/Planner

1c. Corresponding Commercial Job Titles and Position

Descriptions:

See Labor Categories in Appendices I, II & III, at pages 11, 21, and 23 respectively.

Government Price List, page 37.

2. Maximum Order:

SIN 561210FAC .. $1,000,000 per order.

SIN 541690E ....... $1,000,000 per order.

SIN ANCRA ........ $250.000 per order

SIN ANCILLARY . $250,000 per order.

SIN OLM ............. $250,000 per order.

If the “best value” selection places your order over the Maximum Order, identified in this catalog/price list, you have an opportunity to obtain a better schedule contract price. Before placing your order, contact the aforementioned contractor for a better price. The contractor may (1) offer a new price for this requirement, (2) offer the lowest price available under this contract, or (3) decline the order. A delivery order that exceeds the maximum order may be placed under the Schedule contact in accordance with FAR 8.404.

3. Minimum Order:

Not Applicable.

4. Geographic Coverage (delivery area):

The scope of the contract is the 48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, D.C., and U.S. Territories for services under SINs

561210FAC, 561210FAC, 561210FAC, 541690E,

541690E, 541690E, 541690E, 541690E, ANCILLARY, ANCRA, and ANCILLARY.

5. Points of Production (city, county, and state or foreign country):

Name of Provider Headquarters

Trane U.S. Inc. 3600 Pammel Creek Road LaCrosse LaCrosse County Wisconsin 54601-7511 Phone: 1-800-877-1327 Fax: 651-407-4358 Tranefsscontract@trane.com www.trane.com

Trane U.S. Inc. 4833 White Bear Parkway St. Paul Ramsey County Minnesota 55110-3325 Phone: 1-800-877-1327 Fax: 651-407-4358 Tranefsscontact@trane.com www.trane.com

Services may be provided by Trane Local Service Points as required by a specific delivery order.

(See list of Local Service Points in Appendices IV and V, beginning at page 29.)

6. Discounts from Commercial List Prices:

None.

7. Quantity Discounts:

None.

8. Prompt Payment Terms:

Prompt payment is 1/2% - 10 days, net 30 days from date of invoice or date of acceptance, whichever is later. Credit card transactions are excluded.

http://www.tranecds.com/ www.trane.com Page 4 Revised 04.16.2020

9a. Government Commercial Credit Cards are accepted at or below the micropurchase Threshold:

Government Commercial Credit Cards are accepted for purchases up to the micropurchase threshold of $3000.

9b. Government Commercial Credit Cards are

Accepted or Not Accepted Above the Micro- Purchase Threshold:

Government Commercial Credit Cards will be considered for acceptance for purchases above the micropurchase threshold on a project-by-project basis. See Paragraph 17 below.

10. Foreign Items (list items by country of origin):

None in SINs included in this Contract.

11a. Time of Delivery:

The Contractor shall deliver the services at the ordering agency within 45 calendar days after receipt of order (ARO).

11b. Expedited Delivery:

Faster delivery times than those set forth in paragraph (a) above are available from the Contractor at a timetable and hourly rates that may be agreed upon by the ordering agency and the Contractor.

11c. Overnight and 2-Day Delivery:

Not Applicable to this Contract.

11d. Urgent Requirements:

Clause I-FSS-140-B applies to this situation. A

Contracting Agency is urged to contact the Contractor’s representative to possibly affect a faster delivery.

12. FOB Point:

Destination.

13a. Ordering Address:

4833 White Bear Parkway St Paul, Minnesota 55110-3325 Phone: 800-877-1327 Fax: 651-407-4358 Tranefsscontract@trane.com

See also Appendices IV and V for Trane Local Service Points for listings of ordering addresses.

13b. Ordering Procedures:

For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA’s), and a sample BPA can be found at the GSA/FSS Schedule homepage (www.fss.gsa.gov/schedules).

See pages 6-8 for further information on Blanket

Purchase Agreements and Teaming Agreements.

14. Payment Address:

Payment may be made to:

3600 Pammel Creek Road LaCrosse, Wisconsin 54601-7511

Trane may direct a purchasing office to forward payment to one of the following “remit to” addresses, which will be listed on the invoice:

P.O. Box 406469 Atlanta, GA 30384-6469

Trane U.S. Inc.

P. O. Box 98167 Chicago, IL 60693

P. O. Box 845053 Dallas, TX 75284-5053

Trane U.S. Inc.

File 56718 Los Angeles, CA 90074-6718

Schedule customers seeking to make EFT payments should access CCR (Trane Cage Code 60532, DUNS No. 12-636-5795) or contact

Trane Accounts Receivables Department at

(608) 787-2629.

15. Warranty Provisions:

Standard Commercial Service Warranty.

http://www.fss.gsa.gov/schedules) www.trane.com Page 5 Revised 04.16.2020

16. Export Packing Charges:

Not Applicable to this Contract.

17. Terms and Conditions of Government Purchase

Card Acceptance (any thresholds above the micropurchase level):

The Contractor will consider the acceptance of

Government Purchase Cards on a project –by-project basis.

18. Terms and Conditions of Rental, Maintenance, or

Repair:

The Contractor will consider the terms and conditions of rental, maintenance, or repair on a project –by-project basis.

19. Terms and Conditions of Installation:

conditions of installation on a project –by-project basis.

20. Terms and Conditions of Repair Parts:

conditions of repair parts on a project –by-project basis.

20a Terms and Conditions for Any Other Services:

conditions of any other services on a project–by-project basis.

21. List of Service and Distribution Points:

Trane’s local service points are involved in providing the listed functions. (See list of Local Service Points in Appendices IV and V beginning at page 29.)

22. List of Participating Dealers:

Trane’s local service points are involved in providing the listed functions. (See list of Local Service Points in Appendices IV and V beginning at page 29.)

23. Preventive Maintenance:

According to Individual Task Orders.

24a. Environmental Attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants):

Not Applicable.

24b. Section 508 Compliance:

Not Applicable

25. Data Universal Number System (DUNS) number:

DUNS NO. 12-636-5795

26. Notification Regarding Registration in Central

Contractor Registration (CCR) Database:

The Contractor has registered with the Central Contractor Registration Database and has been assigned Cage Code 60532.

www.trane.com Page 6 Revised 04.16.2020

SUGGESTED FORMATS FOR BLANKET PURCHASE AGREEMENTS

BEST VALUE

BLANKET PURCHASE AGREEMENT

FEDERAL SUPPLY SCHEDULE

(Insert Customer Name)

In the spirit of the Federal Acquisition Streamlining Act (Ordering Activity) and (Contractor) enter into a cooperative agreement to further reduce the administrative costs of acquiring commercial items from the General Services Administration (GSA) Federal Supply Schedule Contract(s)

Federal Supply Schedule contract BPAs eliminate contracting and open market costs such as: search for sources; the development of technical documents, solicitations and the evaluation of offers. Teaming Arrangements are permitted with Federal Supply Schedule Contractors in accordance with Federal Acquisition Regulation (FAR) 9.6.

This BPA will further decrease costs, reduce paperwork, and save time by eliminating the need for repetitive, individual purchases from the schedule contract. The end result is to create a purchasing mechanism for the ordering activity that works better and costs less.

Signatures

Ordering Activity Date

Contractor Date

BPA NUMBER _____________

(CUSTOMER NAME)

BLANKET PURCHASE AGREEMENT

Pursuant to GSA Federal Supply Schedule Contract Number(s) ____________, Blanket Purchase Agreements, the Contractor agrees to the following terms of a Blanket Purchase Agreement (BPA) EXCLUSIVELY WITH (Ordering Activity):

(1) The following contract items can be ordered under this BPA. All orders placed against this BPA are subject to the terms and conditions of the contract, except as noted below:

MODEL/PART NUMBER*SPECIAL BPA DISCOUNT/PRICE

(2) Delivery:

DESTINATION DELIVERY SCHEDULE/DATES

(3) The ordering activity estimates, but does not guarantee, that the volume of purchases through this agreement will be

(4) This BPA does not obligate any funds.

www.trane.com Page 7 Revised 04.16.2020

(5) This BPA expires on _________________ or at the end of the contract period, whichever is earlier.

(6) The following office(s) is hereby authorized to place orders under this BPA:

OFFICE POINT OF CONTACT

(7) Orders will be placed against this BPA via Electronic Data Interchange (EDI), FAX, or paper.

(8) Unless otherwise agreed to, all deliveries under this BPA must be accompanied by delivery tickets or sales slips that must contain the following information as a minimum:

(a) Name of Contractor;

(b) Contract Number;

(c) BPA Number;

(d) Model Number or National Stock Number (NSN);

(e) Purchase Order Number;

(f) Date of Purchase;

(g) Quantity, Unit Price, and Extension of Each Item (unit prices and extensions need not be shown when incompatible with the use of automated systems; provided, that the invoice is itemized to show the information); and

(h) Date of Shipment.

(9) The requirements of a proper invoice are specified in the Federal Supply Schedule contract. Invoices will be submitted to the address specified within the purchase order transmission issued against this BPA.

(10) The terms and conditions included in this BPA apply to all purchases made pursuant to it. In the event of an inconsistency between the provisions of this BPA and the Contractor’s invoice, the provisions of this BPA will take precedence.

www.trane.com Page 8 Revised 04.16.2020

BASIC GUIDELINES FOR USING

“CONTRACTOR TEAM ARRANGEMENTS”

Federal Supply Schedule Contractors may use “Contractor Team Arrangements” (see FAR 9.6) to provide solutions when responding to ordering activity requirements.

These Team Arrangements can be included under a Blanket Purchase Agreement (BPA). BPAs are permitted under all Federal Supply Schedule contracts.

Orders under a Team Arrangement are subject to terms and conditions or the Federal Supply Schedule Contract.

Participation in a Team Arrangement is limited to Federal Supply Schedule Contractors.

Customers should refer to FAR 9.6 for specific details on Team Arrangements.

Here is a general outline on how it works:

The customer identifies their requirements.

Federal Supply Schedule Contractors may individually meet the customers needs, or -

Federal Supply Schedule Contractors may individually submit a Schedules “Team Solution” to meet the customer’s requirement.

Customers make a best value selection.

www.trane.com Page 9 Revised 04.16.2020

APPENDIX I

DESCRIPTION OF COMPLETE FACILITIES MAINTENANCE SERVICES TO BE PROVIDED

UNDER SIN 561210FAC

Trane U.S. Inc. (Trane) and its wholly owned subsidiaries have over 29,000 employees worldwide. There are approximately 4,400 technical or maintenance employees directly performing facilities operation and maintenance and/or facilities management, company wide.

Trane is a comprehensive building solutions company, including full service facility management, with professionals and technicians in many disciplines and with varied backgrounds. Included on this staff are registered and licensed professionals, account/project managers, construction managers and designers available as resources for our customers. In the technician/craft area, Trane has a staff that performs the job functions listed below. Trane has a nationwide network of company and independently owned offices (see Appendix III & IV) and currently provides comprehensive building solutions, HVAC and controls products and services to the federal government.

Specific tasks that Trane will perform:

Mechanical, operations, maintenance and repair of building systems

Heating, ventilation & air conditioning

Building Automation Systems (BAS) & controls

Electrical maintenance

Plumbing maintenance

Structure maintenance – carpentry, minor painting, door and hardware maintenance (excludes automatic doors)

Other tasks that are offered and are currently being performed on other contracts include:

Pest Control

Elevator maintenance and servicing

Fire Alarm maintenance and testing

Fire Protection System Maintenance and Testing

High Voltage Electrical Testing

Janitorial Services

Landscaping Maintenance

Additional services that could be offered include:

Building Re-commissioning

Energy Management Assessment

Performance Contracting

Our personnel have experience in, and are offering to perform maintenance and operations of the facilities-related infrastructure, which includes, but is not limited to, the services noted above.

www.trane.com Page 10 Revised 04.16.2020

DESCRIPTION OF COMPLETE FACILITIES MANAGEMENT SERVICES TO BE PROVIDED

UNDER SIN 561210FAC

Trane’s management team knows what it takes to run a facility with extensive experience in facility management. Trane maintains millions of square feet of facilities with varying functions. Our experience includes: office, high-tech, industrial, warehousing, life sciences, government, education and public use areas. We can perform facility management for various types of building space ranging from highly technical clean room and laboratory maintenance at high tech companies to building maintenance at facilities that are high use 24/7 operations. We meet the Performance Standards listed in the solicitation under SIN 561210FAC as applicable.

Effective facility operations are tailored to specific site conditions and customer requirements and the suite of job functions we are offering can be selected to meet site/location specific needs on an annual basis.

Specific tasks we will perform:

Facility site or building management

Function operations supervision

Quality control/assurance

Maintenance scheduling

Planning and drafting, and

Project managers to meet needs as required.

DESCRIPTION OF REFRIGERATION, HEATING, VENTILATION AND AIR CONDITIONING

HVAC MAINTENANCE SERVICES TO BE PROVIDED UNDER

SIN 561210FAC

Specific tasks we can perform:

On-site R&HVAC maintenance and repairs

Building Automation Systems maintenance and repairs

On-call or demand RHVAC maintenance can be provided but will need to be estimated on a case by case and awarded by the contracting officer separately.

Additional tasks that may be performed in support of this SIN include, but are not limited to:

Predictive analysis (vibration, oil, refrigerant)

Eddy current tube testing

Alignments

Dynamic balancing

Water distribution system management and energy management

Building condition and serviceability surveys

Infrared surveys

PROFESSIONAL STAFF

Trane and its wholly owned subsidiaries have over 29,000 employees worldwide. We have approximately 4,400 technical or maintenance employees directly performing facilities operation and maintenance and/or facilities management company-wide.

Trane has offices organized in 4 territories for the United States that work in concert with 326 Trane office locations to provide comprehensive Integrated Facilities Management solutions.

www.trane.com Page 11 Revised 04.16.2020

As a full service facility management firm, Trane has professionals in many disciplines and with varied backgrounds. Included on this staff are registered professional engineers, account/project managers, construction managers and designers available as resources for our customers. In the technician/craft area Trane has a staff comprised of:

AutoCAD technicians

Licensed Master Electricians as well as journeymen electricians

Licensed HVAC technicians

Licensed Mechanical Contractors

Certified Welders

General Building Trades (dry wall & painting)

Additionally, Trane intends to utilize the experienced staff of HVAC and BAS technicians in Trane’s service organization, from independently-owned offices, and alliance partners (subcontractor and small business team mates) located around the U.S. for the more complex and detailed services on Trane’s HVAC and controls products (see Appendix III and IV for listing of these offices respectively).

DESCRIPTION OF LABOR CATEGORIES OFFERED UNDER

SINs 561210FAC

The following are descriptions of the labor categories offered under this Contract. The notes EX or NE refer to the status of the labor category as exempt or not exempt under the Service Contract Act.

FM / Buildings Program Manager EX (SIN 561210FAC)

Functional Description: Provides oversight, strategic direction and management over all aspects of a business area. Directs and manages internal/external communications and all functional program activities to meet contract cost, requirements, specifications, schedules and performance objectives. Makes final decisions on administrative and operational matters affecting more than one segment or functional activity of the facility program.

Minimum Experience: Typically requires 10 years of related experience.

Minimum Education: Bachelor’s degree in civil, electrical, mechanical, industrial or facilities management or other related field with a Masters degree in business or related preferred or equivalent related experience.

Senior Project Manager EX (SIN 561210FAC)

Functional Description: Provides planning, direction, coordination and oversight functions of a maintenance, repair or construction project to ensure contract performance requirements and objectives are accomplished. Directs activities of personnel and/or subcontractors at a facility and is responsible for budget, schedule, quality and performance standards. Issues work orders, subcontractor agreements, and controls expenditures. May direct other project managers.

Minimum Experience: Typically requires 8 years of experience.

Minimum Education: Bachelor’s degree or equivalent related experience in civil, electrical, mechanical, industrial or facilities management or other related field.

Project Manager EX (SIN 561210FAC)

Functional Description: Provides routine planning, direction, coordination and oversight functions of a maintenance, repair or construction project to ensure contract performance requirements and objectives are accomplished. Directs activities of personnel and/or subcontractors at a facility and is responsible for budget, schedule, quality and performance standards. Issues work orders, subcontractor agreements, and controls expenditures.

Minimum Experience: Typically requires 4 years of experience.

Minimum Education: Bachelor’s degree or equivalent related experience in civil, electrical, mechanical, industrial or facilities www.trane.com Page 12 Revised 04.16.2020

Facilities Manager Level II EX (SIN 561210FAC)

Functional Description: Provides management and technical direction to accomplish operation, maintenance, repair, and service support for facility complexes, buildings, systems, and equipment. Provides oversight, strategic and operational direction, budget, technical support and directs staff performing engineering, operation and maintenance of buildings, systems and subsystems.

Minimum Experience: Typically requires 8 years of experience.

Minimum Education: Bachelor’s degree or equivalent related experience in civil, electrical, mechanical, industrial or facilities management or other related field.

Facilities Manager Level I EX (SIN 561210FAC)

Functional Description: Provides management and technical direction to accomplish operation, maintenance, and repair and service support for a facility, building, systems, and equipment. Provides oversight, strategic and operational direction, budget, technical support and directs staff performing engineering, operation and maintenance of buildings, systems and subsystems.

Minimum Experience: Typically requires 3 years of experience.

Minimum Education: Bachelor’s degree or equivalent related experience in civil, electrical, mechanical, industrial or facilities

Facility Operations Supervisor EX (SINs 561210FAC)

Functional Description: Provides technical support for staff performing facility and infrastructure operation, maintenance, repair, and small projects alterations and installations. Support also includes small project development, design, bidding, schedule, and execution. May also manage and direct personnel in the operation, maintenance and repair of facilities, systems and equipment, including: structural, heating, ventilation and air conditioning (HVAC) systems, boiler systems, generator systems, mechanical and electrical systems.

Minimum Experience: Typically requires 10 years of related experience. Strong proficiency in 1-2 building functions. Licensed or certified in an area.

Minimum Education: Associates degree (ASCE, ASEE, ASET, ASME or other related field) or equivalent in civil, mechanical, electrical, industrial or facilities management engineering.

Chief Building Engineer NE (SINs 561210FAC)

Functional Description: Directs, operates, maintains and repairs one or more engineering systems providing the building services required for an operation to function, such as: Mechanical systems, Heating and Air Conditioning Refrigeration, Electrical systems, Emergency Power Generation, Uninterrupted Power Supply (UPS) systems, Fuel Distribution systems, Water Treatment, Boiler Heating and Plumbing systems. Understands and performs diagnostics on building systems to ensure proper operations and efficiency. Directs and performs maintenance on system’s and their components.

Minimum Experience: Typically requires 8 years of related experience. Possess a strong proficiency in at least two system, and building controls. Licensed or certified in one area.

Minimum Education: High School Diploma with 2 years advanced technical or related training.

Building Engineer NE (SIN 561210FAC)

Functional Description: Operates, maintains and repairs one or more engineering systems providing the building services required for an operation to function, such as: Mechanical systems, Heating and Air Conditioning Refrigeration, Electrical systems, Emergency Power Generation, Uninterrupted Power Supply (UPS) systems, Fuel Distribution systems, Water Treatment, Boiler Heating and Plumbing systems. Observes system’s gauges, meters, displays for proper operations and adjust as required. Performs preventive and corrective maintenance on system’s and their components.

Minimum Experience: Typically requires 4 years of related experience. Possess a strong proficiency in at least one system, and building controls.

Minimum Education: High School Diploma with 6 months to 1 year advanced technical or related training.

HVAC Site Maintenance Technician Level II NE (SINs 561210FAC)

Functional Description: Directs and performs minor installation, operation, maintenance, and repair of heating ventilation air conditioning equipment and systems. This may include, but is not limited to packaged HVAC units, split-systems, CRUs, VAVs, air handling units, pumps, exchangers, and fans; calibration of electrical and pneumatic controls; and mechanical activities. May perform a variety of mechanical functions associated with minor repair of machines and mechanical equipment.

www.trane.com Page 13 Revised 04.16.2020

Minimum Experience: Typically requires 5 years of related experience. EPA certification required.

Minimum Education: High School diploma and advanced technical training, certification or equivalent related experience required.

HVAC Site Maintenance Technician Level I NE (SINs 561210FAC)

Functional Description: Performs with direction: installation, operation, maintenance, and repair of heating ventilation air conditioning equipment and systems. This may include, but is not limited to packaged HVAC units, split-systems, VAVs, air handling units, pumps, exchangers, and fans; and mechanical activities. Changes filters and performs routine HVAC maintenance and service.

Minimum Experience: Typically requires 2 years of related experience. EPA certification required.

Minimum Education: High School diploma.

Maintenance Electrician Level III NE (SIN 561210FAC)

Functional Description: Directs, processes, performs and tracks installation, operation, repair and maintenance of electrical systems and controls as well as general maintenance service and repair of other building systems. Follows and ensures others follow blueprints, specifications, schematics, sketches and verbal instructions to perform electrical work and small projects. Performs complex diagnostics, repair and replacement of electrical components and devices. Ensures compliance with codes, NEC and trains others on work standards.

Minimum Experience: Typically requires 8 years of experience involving electrical systems and equipment and general experience with overall operations, maintenance and repair of facilities. Holds a Masters Electrical License.

Minimum Education: High School Diploma. Advanced schooling and/or specialty training to maintain Masters Electrical license.

Maintenance Electrician Level II NE (SIN 561210FAC)

Functional Description: Directs, processes, performs and tracks installation, operation, repair and maintenance of electrical systems and controls as well as general maintenance service and repair of other building systems. Follows blueprints, specifications, schematics, sketches and verbal instructions to perform electrical work and small projects. Performs complex diagnostics, repair and replacement of electrical components and devices.

Minimum Experience: Typically requires 5 years of experience involving electrical systems and equipment and general experience with overall operations, maintenance and repair of facilities. Holds a Journeyman’s Electrical License.

Minimum Education: High School Diploma. Advanced schooling and/or specialty training to maintain Electrical license.

Maintenance Electrician Level I NE (SIN 561210FAC)

Functional Description: Processes, performs and tracks installation, operation, repair and maintenance of electrical systems and controls as well as general maintenance service and repair of other building systems. Follows blueprints, specifications, schematics, sketches and verbal instructions to perform electrical work and small projects. Performs routine diagnostics, repair and replacement of electrical components and devices.

Minimum Experience: Typically requires 2 years of experience involving electrical systems and equipment and general O&M experience with other building systems.

Minimum Education: High School Diploma. Advanced schooling and/or specialty training to maintain Electrical license.

Maintenance Technician II NE (SIN 561210FAC)

Functional Description: Performs installations, operation, maintenance and repairs to building equipment, systems, and infrastructure with minimum supervision. Executes customer work requests and trouble calls supporting the built environment.

Minimum Experience: Typically requires 5 years of experience involving operation, maintenance and repair of building. Strong proficiency in one of the following building systems area: electrical, HVAC or plumbing systems.

Minimum Education: High School Diploma. May have associate degree or advance technical training or equivalent related experience.

Maintenance Technician I NE (SIN 561210FAC)

Functional Description: Performs operation, maintenance and minor repairs to building equipment, systems, and infrastructure with supervision. Executes customer work requests and trouble calls supporting the built environment.

Minimum Experience: Typically requires 2 years of experience involving operation and maintenance of buildings or in a related area.

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Minimum Education: High School Diploma.

Maintenance Carpenter NE (SIN 561210FAC)

Performs installations, maintenance and repairs to building architectural and structural systems, building components to include but not limited to: ceilings, walls, doors, hardware, floor coverings. Executes customer work requests, moves furniture, does routine maintenance of other building systems, space modifications and trouble calls supporting the built environment.

Minimum Experience: Typically requires 3 years of experience involving construction, maintenance and repair of building. Possess a strong proficiency in carpentry and a general knowledge of related O&M activities.

Minimum Education: High School Diploma and advanced trade training or equivalent.

Maintenance Trades Helper NE (SIN 561210FAC)

Functional Description: Performs general labor, cleaning and service requests supporting operation and maintenance of facilities with supervision. Helps maintenance personnel with following but not limited to: preventive & corrective maintenance helper, lifting, stocking of supplies, cleanup, and moving materials and tools.

Minimum Experience: Typically requires 1 year related experience involving building trades or operation and service to buildings and facilities or equivalent.

Minimum Education: High School Diploma or GED.

Maintenance Scheduler NE (SIN 561210FAC)

Functional Description: Performs general administrative, scheduling, and coordinating personnel and material to support operation and maintenance activities at a specific facility or site. Inputs work requests into a work management system, documents resources expended, provides reports, and assists with tracking performance.

Minimum Experience: Typically 3 years experience involving operation, maintenance, repair and service to buildings and facilities.

Minimum Education: High School Diploma.

Drafter / Planner NE (SIN 561210FAC)

Functional Description: Performs routine planning, coordination, layout and drafting of work to be performed by personnel or subcontractors performing maintenance repair, and construction. Prepares routine day-to-day drawings, and work requirements for operations personnel and maintains drawing files.

Minimum Experience: Typically 5 years experience involving operation, maintenance and service to buildings and facilities. Proficient with computer aided drafting application and knowledge of industry drawing standards.

Minimum Education: High School Diploma and drafting certification or equivalent related experience.

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SIN 561210FAC Complete Facilities Maintenance and SIN 561210FAC HVAC Maintenance

HVAC Field Technician NE (S020) (SINs 561210FAC)

Functional Description: Responsible for retrofit and repair of environmental-comfort systems, utilizing knowledge of air conditioning theory, pipe fitting, and mechanical layouts.

Minimum Experience: Typically requires 5 years of related experience.

Minimum Education: Associate’s degree or equivalent from a Technical / Trade School with a certificate in Heating, Ventilation, and Air Conditioning and five (5) years related experience; or seven (7) years related experience; or equivalent combination of education and experience.

HVAC Field Technical – Apprentice NE (S021) (SINs 561210FAC)

Functional Description: Assists HVAC Field Technicians in the installation and repair of environmental control systems, utilizing knowledge of refrigeration theory, control systems, pipe fitting, and structural layouts.

Minimum Experience: Typically requires 6 months of related experience.

Minimum Education: Associate’s degree or equivalent from two-year college or technical school with a certificate in Heating, Ventilation, and Air Conditioning; or six months to one-year related experience and/or training; or equivalent combination of education

HVAC Field Technician – Team Leader NE (S022) (SINs 561210FAC)

Functional Description: Performs and directs HVAC Field Technicians who accomplish the repair/retrofit/replacement installation of environment comfort systems, utilizing knowledge of air conditioning theory, pipe fitting and mechanical layouts.

Minimum Experience: Typically requires 5 years of related experience.

Minimum Education: Associate’s degree or equivalent from two-year college or technical school with a certificate in Heating, Ventilation, and Air Conditioning; and five (5) years HVAC experience, or equivalent combination of education and experience. Must have knowledge of various HVAC products, systems, electronics, and pneumatic controls.

HVAC Field Technician – Senior NE (S049) (SINs 561210FAC, 561210FAC)

Functional Description: Applies training, knowledge and experience of HVAC systems at a Journeyman level HVAC Site Maintenance Technician. Performs all work in the service and maintenance field on all major types of equipment, and is responsible for retrofit and repair of environmental-comfort systems, utilizing knowledge of air conditioning theory, pipe fitting, and mechanical layouts.

Minimum Experience: Typically requires 7 years of related experience.

Minimum Education: Associate’s degree (A.A.) or equivalent from a technical / trade school with a certificate in Heating, Ventilation, and Air Conditioning and seven (7) years related experience; or ten (10) years related experience; or equivalent combination of education and experience.

Project Administrator – Service NE (S118) (SINs 561210FAC, 561210FAC)

Functional Description: Possesses project documentation, materials, job costing, status monitoring, invoicing, and administrative closeout of a service project. This position is required to closely interact with the Project Manager and assigned project staff to ensure the timely completion of services scope of work.

Minimum Experience: Typically requires 6 months of related experience.

Minimum Education: One-year certificate from college or technical school; or six (6) months to two (2) years or related experience and/or training; or equivalent combination of education and experience. Familiarity with the operation of Energy Management Systems, HVAC Systems, and/or Temperature Controls preferred.

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Controls Technician NE (S121) (SINs 561210FAC)

Functional Description: Performs more complex commissioning, diagnosis, and repair of environmental-control systems, utilizing knowledge of electronics, direct digital control, airflow, hydronics, refrigeration theory, and control techniques.

Minimum Experience: Typically requires 2 years of related experience.

Minimum Education: Associate’s degree or equivalent from two-year college or technical school or six (6) months experience in control systems; or equivalent combination of education and experience.

Controls Technician – Entry Level NE (S152) (SINs 561210FAC)

Functional Description: Performs and assists under direction complex commissioning, diagnosis, and repair of environmental-control systems, utilizing knowledge of electronics, direct digital control, airflow, hydronics, refrigeration theory, and control techniques.

Performs these tasks on simple control projects.

Minimum Experience: Typically requires 6 months of related experience.

Minimum Education: Associate’s degree or equivalent from two-year college or technical school or six (6) months experience in control systems; or equivalent combination of education and experience.

Service Helper NE (S154) (SINs 561210FAC)

Functional Description: Assists HVAC Field Technicians in routine maintenance and inspections on existing systems.

Minimum Experience: Typically requires 1 year of related experience involving building trades or operation and service to buildings or HVAC.

SIN 561210FAC Complete Facilities Management

Project Engineer II – Controls EX (S082) (SIN 561210FAC)

Functional Description: Performs hardware and software design activities for building automation systems. Applies engineering principles and practices for work on assigned projects. Designs cost effective control solutions to meet project requirements. Works directly on the project team to assist the Project Manager with project commissioning.

Minimum Experience: Typically requires 3-6 years of related experience.

Minimum Education: Bachelor’s degree in Engineering and 3-4 years experience; or Associate’s degree or equivalent from two-year college or technical school in electrical engineering and a certificate in HVAC or AAS and BAS in electrical engineering and 5-6 years related experience; or equivalent combination of education and experience.

Project Engineer II – Energy EX (S083) (SIN 561210FAC)

Functional Description: Performs technical analysis, review, measurement, and verification of financially guaranteed projects.

Provides technical analysis and review for performance monitoring or contracts, and applies engineering principles and practices on assigned projects.

Minimum Experience: Typically requires 3 years of related experience.

Minimum Education: Bachelor’s degree in Engineering and three (3) years experience; or equivalent combination of education and experience. Knowledge and experience with HVAC, control, electrical systems and proficiency with energy analysis tools such as TRACE and system analyzer. Working knowledge of cost and savings studies incorporating energy conservation measures.

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Project Engineer II – Systems EX (S084) (SIN 561210FAC)

Functional Description: Performs complex planning, estimating and design activities for the layout of equipment, commercial and industrial facilities. Determines the scope of projects, estimates cost, designs and documents HVAC and electrical systems and procures components. Works directly on the project team to assist the Project Manager with project commissioning.

Minimum Experience: Typically requires 3-6 years of related experience.

Minimum Education: Bachelor’s degree in Engineering and 3-4 years related experience; or Associate’s degree (A.A.) or equivalent from two-year college or technical school in electrical engineering and a certificate in HVAC or AAS and BAS in electrical engineering and 5-6 years related experience; or equivalent combination of education and experience.

Project Manager – Controls EX (S085) (SIN 561210FAC)

Functional Description: Manages all aspects of HVAC control projects, from beginning to end, with direct responsibility for project execution while leading a team, or teams, to accomplish specific objectives in a given time frame and with available resources.

Responsible for the administration, implementation, and management of HVAC control projects. Ensures assigned projects’ scope of work, schedule, and budget are achieved.

Minimum Experience: Typically requires 2-6 years of related experience.

Minimum Education: Bachelor’s degree in Electrical or Mechanical Engineering or Construction Management with a minimum of two

(2) years of project management, controls, HVAC or related experience, or a minimum of six (6) years of project management, controls, HVAC or related experience; or an equivalent combination of education and experience.

Project Manager – Contracts EX (S089) (SIN 561210FAC)

Functional Description: Manages all aspects of HVAC contract projects, from beginning to end, with direct responsibility for project execution while leading a team, or teams, to accomplish specific objectives in a given time frame and with available resources.

Responsible for the administration, implementation, and management of control projects. Accountable for assigned projects’ scope of work, schedule, and budget.

Minimum Experience: Typically requires 2-6 years of related experience.

Minimum Education: Bachelor’s degree in Electrical or Mechanical Engineering or Construction Management with a minimum of two

(2) years of project management, HVAC (systems, equipment, installation or service) or related experience, or a minimum of six (6) years or project management, HVAC (systems, equipment, installation, or service) or related experience; or an equivalent combination of education and experience.

Project Engineer Team Leader EX (S0104) (SIN 561210FAC)

Functional Description: Performs hardware and software design activities for building automation systems. Applies engineering principles and practices for work on assigned projects. Designs cost effective control solutions to meet project requirements. Works directly with the project team to assist with project commissioning. Directs and assists other project engineers on the team related to opportunities and obstacles in managing the engineering workload. Possesses a familiarity with the concepts of new construction, renovation/retrofit; performance contracting, and service project management.

Minimum Experience: Typically requires 2-4 years of related experience.

Minimum Education: Bachelor’s degree in engineering and two (2) to three (3) years experience; or Associate’s degree or equivalent from two-year college or technical school in electrical engineering and a certificate in HVAC or AAS and BAS in electrical engineering and three (3) to four (4) years related experience; or equivalent combination of education and experience.

Project Administrator – Contracting NE (S119) (SIN 561210FAC)

Functional Description: Responsible for project set-up, document control, data entry, billing, contract monitoring, and administrative closeout of each project. This position is required to closely interact with the Project Manager and assigned project staff to assist with the timely completion of each project.

Minimum Experience: Typically requires 6 months of related experience.

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Minimum Education: One-year certificate from college or technical school; or six (6) months of related experience and/or training; or equivalent combination of education and experience. Familiarity with the operation of Energy Management Systems, HVAC Systems and/or Temperature Controls preferred.

Computer Aided Drafter - Senior NE (S120) (SIN 561210FAC)

Functional Description: Responsible for creating computer aided design (CAD) drawings using standard CAD digitizing techniques and skills. Also responsible for the system graphics required to support automation systems design.

Minimum Experience: Typically requires 6 months of related experience.

Minimum Education: Associate’s degree from college or technical school in Computer-Aided Design or Drafting; or at least six (6) months related experience and/or training; or equivalent combination of education and experience. Working knowledge of AutoCAD or other computer aided design, Microsoft Office software required.

Project Engineer I – Systems NE (S167) (SIN 561210FAC)

Functional Description: Performs planning, estimating and design activities for the layout of equipment, commercial and industrial facilities. Assists in determining the scope of projects, estimates cost, designs and documents HVAC and electrical systems and procures components. Works directly on the project team to assist the Project Manager with project commissioning.

Minimum Experience: Typically requires 4-5 years of related experience.

Minimum Education: Associate’s degree or equivalent from two-year college or technical school in electrical engineering and a certificate in HVAC or AAS and BAS in electrical engineering and 4-5 years related experience; or equivalent combination of

Project Engineer I – Energy NE (S168) (SIN 561210FAC)

Functional Description: Provides technical analysis and review for performance monitoring on contracts. Applies knowledge of technology and applications on assigned projects.

Minimum Experience: Typically requires 5-6 years of related experience.

Minimum Education: Knowledge and 5-6 years experience with HVAC, control, electrical systems and proficiency with energy analysis tools such as TRACE and system analyzer. Working knowledge of cost and savings studies incorporating energy conservation measures.

Project Engineer I – Controls NE (S169) (SIN 561210FAC)

Functional Description: Applies engineering principles and practices on assigned projects. Designs cost effective control solutions to meet project requirements. Works directly on the project team to assist with project commissioning.

Minimum Experience: Typically requires 4-5 years of related experience.

Minimum Education: Associate’s degree or equivalent from two-year college or technical school in electrical engineering and a certificate in HVAC or AAS and BAS in electrical engineering and 4-5 years related experience; or equivalent combination of www.trane.com Page 19 Revised 04.16.2020

APPENDIX II

ENERGY MANAGEMENT SUPPORT AND SERVICES

DESCRIPTION OF SERVICES TO BE PROVIDED UNDER SIN 541690E

Trane along with independently owned offices and our Alliance Partners (subcontract team mates) have the experience and capability sought by authorized GSA Schedule users to deliver a wide-range of energy management support and services. In short, providing building services and “getting energy savings results” is our business.

As a global company, Trane has over 29,000 employees, 29 manufacturing facilities and multiple Corporate Centers of Excellence (CCOE) resource “pools” which support 254 local office operations are prepared to execute energy projects and provide energy support services . We have a “deep bench” of highly trained professional and technical people providing project development, design and implementation building services worldwide. Illustrating this depth, Trane has implemented over 8100 discreet HVAC Systems and 26,000 Control Systems worldwide in the past 2 years alone.

Trane holds 525 active patents in the heating ventilation air conditioning industry, some of which were developed by engineers who currently support our Federal projects. Trane has an unparalleled depth of building industry experts with over 750 degreed engineers (primarily mechanical and electrical), many of whom hold current Professional Engineer (PE) registrations in their jurisdictions, 110 LEED accredited professionals and over 100 Certified Energy Managers (CEM). Trane’s managers and professionals are actively involved in industry and professional forums, committees such as: ASHRAE, U.S. Green Building Council, Sustainable Buildings Industry Council, and Alliance to Save Industry, demonstrating our commitment to advancing new standards and energy solutions for buildings. Our years of individual and collective expertise as well as experience with the federal sector provides a foundation for delivering creative innovative energy solutions

Trane offers the General Services Administration and its customers an experienced and qualified team with capabilities ranging from engineering to construction and long term operation and maintenance of systems. Our team consists of Trane as the prime along with subcontractors and small businesses as team mates. Our capabilities and personnel qualifications meet the requirements of the scope of work anticipated to be performed under the Energy Management Support and Services Special Item Numbers in the following sections.

Energy management planning and modeling

Preliminary energy analysis and market surveys

Developing energy strategies and approaches to conserving energy

Utility metering services, and related metering, controls installations

Building commissioning services

Geothermal heat pump solutions, and

Innovative energy applications

Additional services that may be performed in association with Energy Management and Support services SIN include, but are not limited to:

Utility monitoring and control projects

Building condition and serviceability survey

Infrared surveys

On-site RHVAC maintenance and repairs to improve operation efficiency of equipment and systems

Building Automation Systems maintenance and repairs

Energy Savings Performance Contracting (ESPC) www.trane.com Page 20 Revised 04.16.2020

ENERGY MANAGEMENT PLANNING AND STRATEGIES

Trane can provide a four-phase Comprehensive Energy Management Solution consisting of all four phases of an energy project that could pertain to a variety of energy projects and services that include, but are not limited to, renewable energy, sustainable energy, and energy efficient buildings certification programs such as LEED.

Consulting/Auditing/Energy Management Solutions - This includes strategic planning, energy assessments e.g.

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