Single Source JA Trane redactedRedacted.pdf

Sole Source (Including Brand Name) Justification - Simplified Procedures for Certain Commercial Items

CONTROLLED UNCLASSIFIED INFORMATION

March 2023 CONTROLLED UNCLASSIFIED INFORMATION Page 2 of 7March 2023 CONTROLLED UNCLASSIFIED INFORMATION Page 2 of 7

I. Contracting Activity.

Agency: United States Air Force

Contracting Activity: 772 Enterprise Sourcing Squadron/PKD 139 Barnes Drive, Panama City, FL, 32403

Requiring Activity: Air Force Civil Engineer Center/COF 139 Barnes Drive, Panama City, FL, 32403

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

The Air Force Civil Engineer Center/Force Development Division is requesting Trane equipment and systems training to support Heating, Ventilation, Air Conditioning, and Refrigeration (Air Force Specialty Code 3E1X1) military personnel and Federal Wage System (Series 5306 and 5415) civilian personnel across operational locations worldwide. The intended training objective to be purchased will provide HVAC/R students exposure and hands-on experience with the set-up, operation and troubleshooting of commercial systems, advanced electrical troubleshooting, refrigeration troubleshooting and chilled water system fundamentals. This training must also cover the operation, diagnosis and troubleshooting of the Trane Precedent and Voyager rooftops with ReliaTel™ and/or Symbio 700 controls; the operating characteristics, physical relationships, operation and checkout of 140-ton to 500-ton RTAC chillers; the operation, diagnosis and troubleshooting for the Trane CGAM air cooled scroll chiller (ACS), with additional detailed coverage of R-410a refrigeration system components, chiller logging and maintenance procedures.

The requirement outlines key requirements for the contractor, including a three-year ordering period during which services will be provided as directed by individuals on the Authorized Government Representative (AGR) list. The contractor will provide training courses, as listed on the approved price list, upon receiving an authorized order from the Contracting Office or AGR. Specifically, the contractor will provide training of HVAC/R techniques to students through exposure and hands-on experience with HVAC Electrical Troubleshooting, Air Conditioning Service, Chilled Water Systems Service, Commercial Service, CGAM/ACS Chiller, Precedent/Voyager Rooftops, and RTAC Rotary Chillers on Trane equipment.

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

The TRANE HVAC system training is critical to our mission. The intended training objective to be purchased will Specifically provide the contractor will provide training of HVAC/R techniques to students through exposure and hands-on experience with HVAC Electrical Troubleshooting, Air Conditioning Service, Chilled Water Systems Service, Commercial Service, CGAM/ACS Chiller, Precedent/Voyager Rooftops, and RTAC Rotary Chillers on Trane equipment.

Trane U.S Inc. will be required to provide:

HVAC Electrical Troubleshooting. The contractor shall instruct and train a maximum of twenty (20) students annually on the fundamentals and advanced skills of troubleshooting residential and commercial HVAC electrical system problems. The training must include classroom curriculum and hands-on objectives with the 3 contractor providing attendees course materials (i.e. student handouts, manuals, tools and equipment). The contractors training package will include:

o Electrical safety o Basics of series, parallel and series-parallel circuits o Reading complex wiring diagrams o Control logic and sequence of operation

Sole Source (Including Brand Name) Justification - Simplified Procedures for Certain Commercial Items

March 2023 CONTROLLED UNCLASSIFIED INFORMATION Page 3 of 7March 2023 CONTROLLED UNCLASSIFIED INFORMATION Page 3 of 7 o Characteristics of single-phase and three-phase motors and their associated control components o Operation of Trane equipment components, controls and safeties o Maintenance requirements for longer operating life of electrical components o Practice systematic methods of electrical troubleshooting for all major HVAC products

Air Conditioning Service. The contractor shall instruct and train a maximum of sixteen (16) students annually on the essential skills needed to perform competent service work on residential and commercial HVAC refrigeration system. The training must include classroom curriculum and hands-on objectives with the contractor providing attendees course materials (i.e. student handouts, manuals, tools and equipment). The contractors training package will include:

o Safety o Refrigeration instruments o Basic refrigerant cycle o System logging o Metering devices o Measure and adjust superheat and sub-cooling o Refrigerant recovery, leak testing, and evacuation o Start-up and system analysis

Chilled Water Systems Service. The contractor shall instruct and train a maximum of sixteen (16) students annually on a systems approach to maintaining and diagnosing problems involving chilled water piping systems from a service perspective. The students should learn how to utilize water flows to obtain efficient chiller operation and how water conditions provide efficient operation or can damage components. The training must include classroom curriculum and hands-on objectives with the contractor providing attendees course materials (i.e. student handouts, manuals, tools and equipment). The contractors training package will include:

o Safe practices o Water principles as applied to a chilled water system o Calculate the loop size in a chilled water system o Variable frequency drives o Water flow calculations and adjustments o Balancing valves o Calculate unit capacity on a chiller by using proper tools and methods

Commercial Service. The contractor shall instruct and train a maximum of twelve (12) students annually on commercial unit and systems operation, set-up, and troubleshooting. The training must include classroom curriculum and hands-on objectives with the contractor providing attendees course materials (i.e. student handouts, manuals, tools and equipment).The contractors training package will include:

o Safe practices o Interpretation of refrigeration system temperature and pressure readings o Troubleshooting common refrigeration system issues o Airflow fundamentals and measurements o Combustion analysis and determine combustion efficiency o Psychrometric chartso Economizer applications o Building systems used in commercial HVAC applications

CGAM/ACS Chiller. The contractor shall instruct and train a maximum of twelve (12) students annually on the operation, diagnosis and troubleshooting for the CGAM/ACS air cooled scroll chiller, with additional detailed coverage ofR-410a refrigeration system components, chiller logging and maintenance procedures. The students should learn the Trane CGAM/ACS Scroll Compressors construction, operation, maintenance requirements and troubleshooting as well as the factory recommended installation, start-up procedures and chiller logging. The training must include classroom curriculum and hands-on objectives with the contractor providing attendees course materials (i.e. student handouts, manuals, tools and equipment).The contractors training package will include:

o Safe practice so Chiller construction and the relationship of components o Field charging, handling and troubleshooting of R-410a scroll refrigerant systems o Compressor protection processes o Control start sequence and operating control logic

Sole Source (Including Brand Name) Justification - Simplified Procedures for Certain Commercial Items

March 2023 CONTROLLED UNCLASSIFIED INFORMATION Page 4 of 7March 2023 CONTROLLED UNCLASSIFIED INFORMATION Page 4 of 7 o Proper unit charge using proper tools and procedures o Liquid level identification (LLID) binding o Chiller service reports o Trend log creation

Precedent/Voyager Rooftops. The contractor shall instruct and train a maximum of twelve (12) students annually on the Trane Precedent and Voyager rooftops with ReliaTel™and/or Symbio 700 controls. The students should learn the mechanical,electrical and control systems of these units and become knowledgeable in the start-up, maintenance and troubleshooting requirements of this HVAC equipment. The training should include updates for the units including fans,compressors and refrigerant. The training must include classroom6curriculum and hands-on objectives with the contractor providing attendees course materials (i.e.

student handouts, manuals, tools and equipment).The contractors training package will include:

o Safe practices o CV, SZVAV, MZVAV and eFlex unit operation and proper airflow adjustment o Interpreting ReliaTel schematics o Proper gas heating checkout and troubleshooting o Test and troubleshoot Zone Sensor modules o Troubleshoot and service Precedent/Voyager rooftops with ReliaTel controls o Operation of the ReliaTel economizer with CO2 and DCV control o Troubleshoot and service Precedent and Voyager rooftops with Symbio 700 controls o Interpret Symbio 700 control schematics o Identify system components that make up the Symbio 700 control platform.

RTAC Rotary Chillers. The contractor shall instruct and train a maximum of twelve (12) students annually on the Trane RTAC rotary chillers. The students should learn the operation, diagnostics and maintenance on the RTAC rotary chillers with an emphasis on the operational characteristics of the GP2 compressor, Falling Film evaporator and E-coil design condenser. The training should include the Tracer™ CH530 micro electronic control system, refrigeration system components and chiller operation using ANSI® Trane wiring diagrams with an emphasis on understanding the Adaptive control system logic as well as Tracer CH530 control architecture and components. The training must include classroom curriculum and hands-on objectives with the contractor providing attendees course materials (i.e. student handouts, manuals, tools and equipment).The contractors training package will include:

o Safe practices o Operating characteristics of 140-ton to 500-ton Trane RTAC rotary chiller machines o RTAC chiller construction and the physical relationship of component so GP2 compressor construction, operation and checkout o Falling Film evaporator construction and operation o Tracer CH530 control architecture and operating logic o Field maintenance and limitations of the Trane RTAC rotary chiller

The resulting purchase order will be for described services. These options represent a known requirement for which funds are presently available.

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

DAFFARS 5313.501 - 10 U.S.C. 3572, Implementation of Simplified Acquisition Procedures (41 U.S.C. 1901). Only one responsible source and no other supplies or services will satisfy agency requirements.

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

The acquisition of Trane equipment training is a critical requirement for ensuring the security and safety of personnel in USAF facilities. The unique qualifications and nature of this acquisition necessitate the use of

Sole Source (Including Brand Name) Justification - Simplified Procedures for Certain Commercial Items

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The training requirements for the Trane U.S Inc. equipment are specific and cannot be met by other vendors. The training package listed in the procurement package is tailored to the Trane HVAC equipment, and only Trane U.S Inc. can provide the necessary training to ensure that personnel are adequately trained to operate and maintain the systems.

A Class J&A has been created, which covers all USAF facility HVAC chiller purchases through 30 September 2029. This J&A demonstrates that the procurement of Brand name HVAC chillers is a justified sole source acquisition, as it is essential for meeting the critical safety and security needs of USAF and government facilities.

Trane U.S Inc. is the only vendor capable of fulfilling the training requirements for the HVAC equipment. The creator of the HVAC equipment (Trane U.S Inc.) has the best knowledge of the systems to ensure that the training provided is comprehensive and effective, which is essential for ensuring the safety and security of personnel.

The unique qualifications and nature of the acquisition, including the essential equipment, lack of trained personnel, unique training requirements, Class J&A, exclusive capability, and large-scale procurement, justify the use of a sole source procurement method for the acquisition of Trane HVAC training. Trane U.S Inc. is the only vendor capable of meeting the critical safety and security needs of USAF facilities, and their selection is essential for ensuring the safety and security of personnel.

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

In an effort to solicit offers from as many potential sources as practicable, the Air Force conducted thorough market research beginning in November 2024. The following steps were taken to ensure a competitive solicitation process.

A sources sought notice was posted on SAM.gov on November 22, 2024, under the reference number FA8051_TraneHVACTrainingSourcesSought. The notice outlined the Air Force's requirement for Trane HVAC training and provided a detailed Statement of Objectives.

The sources sought notice required respondents to specify their authorization and capability to perform training for Trane Equipment systems. Additionally, respondents were required to demonstrate their ability to provide software, tools, and parts necessary for system compatibility and fulfill all services outlined in the Statement of Objectives. Only one response was received in response to the sources sought notice this was Trane U.S Inc.

The response was evaluated, and it was determined that the respondent had the capability to fulfill the requirement, including training on Trane brand systems.

Further market research was conducted by communication with the Program Manager. They stated that previous purchases had been made using the Government Purchase Card (GPC).

On 26 November, 2024, written confirmation was received from Trane U.S Inc. stating that they do not have any authorized providers for their training and that a sole-source procurement would be necessary.

Through these efforts, the Air Force has ensured that all practicable steps have been taken to solicit offers from potential sources, ultimately leading to the determination that a sole-source procurement is necessary due to Trane U.S Inc.'s lack of authorized training providers.

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

The Contracting Officer will determine the price for this award to be fair and reasonable in accordance with the proposal analysis techniques in FAR 13.106-3.

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

The following market research was conducted:

-Sources Sought Notice posted in November of 2024 only one person to respond with the capability of fulfilling this requirement was Trane.

-Internet Search -Previous contracts in place specifying the use of Trane HVAC equiment -Contacted Trane directly on 26/NOV/2024 for a brochure and detailed description of possibilities.

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

None.

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

See section VI above.

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.

The Air Force will continue to research the marketplace on a continual basis to determine if other sources other than Monaco can provide these training services. This includes conducting market research prior to exercise of future option periods.

Switching to a different company or buying a new system would not be in the government's best interest.

Adopting a different HVAC equipment system would not satisfy agency requirements based on the governments use of Trane HVAC equipment.

Secondly, there would be a need to train personnel on multiple sets of equipment and software would not be prudent from a category management perspective, as it would result in increased costs and resources.

Furthermore, the time and effort required for transitioning to a new system may lead to disruptions in our operations and potential delays in making critical decisions and upgrades.

In accordance with DFARS 213.501(a)(i) and DFARS PGI 206.304 (a)(S-70) the approval authority has determined the planned actions to remove any barriers to competition, cited on the previous justification, were completed.

XII. Certification by the Contracting Officer.

As evidenced by my signature above, I have determined this document to be both accurate and complete to the best of my knowledge and belief.

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XIII. Certification by the technical/requirements personnel.

As evidenced by our signatures above, we certify that any supporting data contained herein, which is our responsibility, is both accurate and complete.