JA Nm Brand Trane HVAC Redacted.pdf

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Attached to
Construct Mission Training Center (MTC) Facility Federal contract opportunity
Solicitation number
W50S78-24-B-0001
Issued by
Department of the Army National Guard

About this file

This document is a Justification and Approval (J&A) for Other Than Full and Open Competition for a firm-fixed price contract to construct a Mission Training Center (MTC) facility at Joint Base San Antonio, Lackland Air Force Base. The contract will include a base bid along with 8 options, and several brand name requirements, including a Trane HVAC chiller system, for compatibility with existing installation systems. The MTC construction project is being set aside 100% for small business under NAICS code 236220, with an estimated value between $10-25 million. The solicitation will be posted on SAM.gov, with a site visit and pre-bid conference scheduled. The J&A cites the authority to limit competition to a single manufacturer, Trane, based on existing standardization requirements for HVAC chiller systems at the installation. The document provides details on the market research and efforts to maximize competition within the sole-source constraints.

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(Source Selection Information - See FAR 2.101 and 3.104-4)

JUSTIFICATION REVIEW DOCUMENT

FAR PART 6 JUSTIFICATION AND APPROVAL FOR OTHER THAN

FULL AND OPEN COMPETITION

Program/Equipment: Mission Training Center/Trane Chiller System

Authority: 41 U.S.C. 3304(a)(1); FAR 6.302-1(c)

Prepared by: Mark Green Contracting Specialist 149 Mission Support Contracting Office Email: mark.green.23@us.af.mil

Contracting Officer: Kirk M. Swiantek

Contracting Officer, NGB-AQ-R Construction & A-E Division

Email: kirk.m.swiantek.civ@army.mil

Technical: Trevor P. Ellis Deputy Base Civil Engineer 149 Civil Engineering Squadron Email: trevor.ellis.4@us.af.mil

Requirements Representative: Trevor P. Ellis Deputy Base Civil Engineer 149 Civil Engineering Squadron Email: trevor.ellis.4@us.af.mil

Reviews: I have reviewed this justification and find it adequate to support other than full and open competition.

I have reviewed this justification and find it adequate to support other than full and open competition.

Program Manager: William N. T. Smith, Senior Project Manager AZ, MN, NM, OR, TX Air National Guard Readiness Center Western Cell Email: william.smith.314@us.af.mil

Office of Legal Counsel:

Typed Name: ________________________________

Signature: _____________________________

FAR Part 6 Justification and Approval for Other than Full and Open Competition

1. Contracting Activity: USPFO for Texas; Air National Guard

2. Description of Action: This contract action is to award a firm-fixed price contract for construction of the Mission Training Center Facility located on Joint Base San Antonio (JBSA), Lackland Air Force Base (AFB), Kelly Field, 149 Fighter Wing (149 FW). The Brand Name requirements in support of this project are:

Heating, Ventilation, and Air Conditioning (HVAC) Chiller System: Trane North America

3. Description of Supplies/Services: The Mission Training Center Construction project includes the above brand specific required items to support the installation’s current Heating/Ventilation and Air Conditioning (HVAC) System.

The current Heating, Ventilation, and Air Conditioning (HVAC) Chiller Systems on JBSA Lackland AFB are Trane products. USAF and JBSA have both issued blanket Brand Name justifications for Trane Chiller systems to reduce costs to train and equipment personnel to operate, maintain, and repair these Chillers.

Additionally, this brand name increases the 149FW capabilities to keep repair parts on the shelf. Utilization of a different brand will impact funding, operate, maintenance, and repair capabilities within the 149 FW over the next 10 years.

Trane Chiller System.

4. Authority Cited:

10 U.S.C. 2304(c)(1), as implemented by FAR 6.302-1, Only one responsible source and no other supplies or services will satisfy agency requirements.

5. Reason for Authority Cited:

a. The use of 10 U.S.C. 2304(c)(1) and FAR 6.302-1 - Only One Responsible Source and No Other Supplies or Services Will Satisfy Agency Requirements is being applied because existing AFCEC HVAC Chiller System Standardization requires a single manufacturer at the installation level. 502d Civil Engineer Group and the 149th Civil Engineer Squadron conducted a series of analysis to justify the

CPT Alicia Westerhoff

WESTERHOFF.ALICIA.MIC

HELLE.1010304764

Digitally signed by

WESTERHOFF.ALICIA.MICHELLE

Date: 2024.06.14 10:17:42 -04'00'

Control Number:

use of a single manufacturers for Heating, Ventilation, and Air Conditioning (HVAC) chiller units.

i. As described at FAR 6.302-1(a)(2), when the supplies or services required by the agency are available only from one responsible source, or for DoD, NASA and the Coast Guard, from only one or a limited number of responsible sources, and no other types of supplies or services will satisfy agency requirements, full and open competition need not be provided for.

ii. As further described in FAR 6.302-1(c), an acquisition or portion of an acquisition that uses a brand-name description or other purchase description to specify a particular brand-name, product, or feature of a product, peculiar to one manufacturer does not provide for full and open competition, regardless of the number of sources solicited; and shall be justified and approved in accordance with FAR 6.303 and 6.304.

b. Heating, Ventilation, and Air Conditioning (HVAC) Chiller System: Trane North

America: USAF and JBSA have both issued blanket Brand Name justifications for Trane Chiller systems to reduce costs to train and equipment personnel to operate, maintain, and repair these Chillers. Please see validating language below, particularly paragraphs III, V, VIII, and X, of the Assistant Secretary of the Air Force approved justification that is currently in affect.

6. Efforts to Obtain Competition: The Contracting Officer shall publish the notices required by FAR 5.201 and any proposals received shall be considered.

a. Effective Competition: Multiple distributers and certified persons are approved to provide and install the equipment in the 149th FW facility. The project will be synopsized on SAM.gov and the requirement for the brand name requirements will be included. The Government will post a solicitation for bids on SAM.gov for 30 days, allowing all small businesses with the appropriate reps and certs to submit bids.

b. Only the manufacturer is being specified as brand name requirements. The suppliers, distributors, and installers have many sources to obtain competitive pricing from for the total cost.

Trane has a local supply distribution center located in San Antonio Texas.

Also, our Prime Vendor has nationwide access to Trane authorized dealers and supply distribution centers. Trane North America is listed on the General Services Administration (GSA), GSA Contract numbers GS-07F- 0248K and GS-06F-0079R. Additionally, there are well over 3 suppliers of Trane Chiller systems within the local area and who have appropriate base access on JBSA Lackland AFB.

7. Actions to Increase Competition: The installation of this system is based on a previously completed 100% design. A general construction NAICS will be used to for

I. Contracting Activity.

II. Nature and/or description of the action being processed.

III. Description of supplies/services required to meet agency needs.

IV. Statutory authority permitting other than full and open competition.

V. Demonstration that the contractor's unique qualifications or nature of the acquisition requires the use of the authority cited above (applicability of authority).

VI. Description of efforts made to ensure that offers are solicited from as many potential sources as practicable.

VII. Determination by the Contracting Officer that the anticipated cost to the Government will be fair and reasonable.

VIII. Description of the market research conducted and the results, or a statement of the reasons market research was not conducted.

IX. Any other facts supporting the use of Other Than Full and Open Competition.

X. List of any sources that expressed, in writing, an interest in the acquisition.

XI. A statement of the actions, if any, the agency may take to remove or overcome any barriers to competition before making subsequent acquisitions for the supplies or services required.

XII. Certification by the Contracting Officer.

XIII. Certification by the technical/requirements personnel.

DEPARTMENT OF THE AIR FORCE

502D CIVIL ENGINEER GROUP

JOINT BASE SAN ANTONIO

MEMORANDUM FOR AFCEC/COO

FROM: 502 CEG/CL

SUBJECT: Chiller System Manufacturer Standardization Request

1. The 502d Civil Engineer Group has conducted a series of analysis to justify the use of a single manufacturers for Heating, Ventilation, and Air Conditioning (HVAC) chiller units. As a result of the analysis, Trane Incorporated has been identified as the requested manufacturers of chiller systems to be used at Joint Base San Antonio.

2. A comprehensive inventory control analysis was completed by a team comprised of the CEO Infrastructure Superintendent and the HVAC Systems Sub-Activity Manager. The following data was derived from BUILDER:

Manufacturer # of Units

Percent of Total Units

Component Replacement Value

Average Remaining Service Life

TRANE

CARRIER

MCQUAY

YORK

3. A supply chain analysis was completed by the Chief of Material Control. Three local authorized Trane Supply and repair companies have been identified that can meet future demand requirements, and there is adequate competition to mitigate fluctuations of component and servicing pricing.

4. Given the high percentage of Trane systems currently on the installation, technicians have significantly more experience and familiarization working with their equipment than other manufacturers on the installation.

Additionally, Trane has a local supply distribution center located in San Antonio Texas. Also our Prime Vendor has nationwide access to Trane authorized dealers and supply distribution centers. Trane North America is listed on the General Services Administration (GSA), GSA Contract numbers GS-07F-0248K and GS-06F-0079R.

5. An approval of this initiative will allow the installation to significantly reduce the total cost of ownership to include the initial procurement, subsequent maintenance, and associated training costs with these systems. An approval memorandum from AFCEC/CO is requested to concur with the above findings.

6. Please refer any questions to my POC: Mr. Frank Carbonell, at 210-671-0153, or francisco.carbonell@us.af.mil.

RICHARD TRVINO, P.E., GS-15, DAF

Director, 502d Civil Engineer Group cc:

502 CES/CL

Installation No. MAJCOM Installation Unit Manufacturer

1 TRANE

2 TRANE

3 TRANE

4 TRANE

5 TRANE

6 TRANE

7 TRANE

8 CARRIER

9 DAIKIN (MCQUAY)

10 TRANE

11 TRANE

12 TRANE

13 TRANE

14 DAIKIN (MCQUAY)

15 TRANE

16 CARRIER

17 TRANE

18 CARRIER

19 TRANE

20 TRANE

21 TRANE

22 TRANE

23 TRANE

24 CARRIER

25 CARRIER

26 TRANE

JOHNSON CONTROLS INC.

(YORK, QUANTECH)

28 TRANE

JOHNSON CONTROLS INC.

(YORK)

30 TRANE

31 CARRIER

32 TRANE

33 TRANE

34 TRANE

35 TRANE

36 CARRIER

37 TRANE

38 CARRIER

39 TRANE

40 CARRIER

41 TRANE

42 TRANE

43 INGERSOLL (TRANE)

44 TRANE

45 CARRIER

46 TRANE

47 TRANE

48 TRANE

49 CARRIER

50 TRANE

Addendum_Base-MFG'R Selection List

51 TRANE

52 CARRIER

53 EXHAUSTO/NOVENCO

54 TRANE

55 TRANE

56 TRANE

57 TRANE

58 TRANE

59 TRANE

60 CARRIER

61 DAIKIN (MCQUAY)

62 TRANE

63 CARRIER

64 CARRIER

65 TRANE

66 TRANE

67 CARRIER

68 LG

69 MITSUBISHI

70 CARRIER

CARRIER (TOSHIBA-

CARRIER)

72 TRANE

SWEGON GROUP (BLUE BOX

INC.)

74 CARRIER

75 UNIFLAIR LIMITED

76 CARRIER

77 CARRIER

78 CARRIER

79 TRANE

UNITED TECHNOLOGIES

CORP - UTC (CIAT)

CARRIER/CLIVET (FORM,

MIDEA GROUP)

82 CARRIER

83 DUNHAM BUSH

84 LG

85 LG

86 LG

87 LG

88 AERMEC INTERNATIONAL

89 CARRIER

90 CARRIER

91 AETC JBSA 502 CES TRANE

File details come from the government source that posted it. Updated .