MURIEL BOWSER
MAYOR
December 3, 2024
The Honorable Phil Mendelson
Chairman, Council ofthe District ofColumbia
1350 Pennsylvania Avenue NW, Suite 504
Washington, DC 20004
Dear Chairman Mendelson:
Pursuant to section 451 of the District of Columbia Home Rule Act (D.C. Official Code § 1-
204.51) and section 202 ofthe Procurement Practices Reform Act of2010 (D.C. Official Code§
2-352.02), enclosed for consideration and approval by the Council of the District of Columbia is
Modification No. 5 to Contract No. DCAM-20-CS-RFQ-0002N with Adrian L. Merton, Inc. to
exercise option year four in the not-to-exceed amount of $10,000,000. The period of performance
is from January 12, 2025, through January 11, 2026.
Under the proposed modification, Adrian L. Merton, Inc. will continue to provide HVAC systems
maintenance, replacement, and installation services at schools, parks, recreation facilities,
municipal buildings, fire and police stations, short-term family housing units, and other public
locations under its contract with the Department ofGeneral Services ("DGS").
My administration is available to discuss any questions you may have regarding the proposed
contract modification. To facilitate a response to any questions you may have, please contact
Delano Hunter, Director, DGS, or have your staff contact George G. Lewis, Chief of Contracts
and Procurement, DGS, at (202) 727-2800.
I look forward to the Council's favorable consideration ofthis contract modification.
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
____________________________________________________________________________________
Pursuant to section 202(c-3) of the Procurement Practices Reform Act of 2010, as amended, D.C.
Official Code § 2-352.02(c-3), the following contract summary is provided:
COUNCIL CONTRACT SUMMARY
(Options)
Proposed Modification No. 5 to Contract No. DCAM-20-CS-RFQ-0002N for HVAC Systems
Maintenance, Replacement & Installation (“MRI”) Services
Exercise of Option Year 004
(A) Contract Number: DCAM-20-CS-RFQ-0002N
Modification No. 5 to exercise Option Year 004
Proposed Contractor: Adrian L. Merton, Inc.
Proposed Contract Amount
(Option Year 002): Guaranteed Minimum: $50
Not-to-Exceed (“NTE”) Amount: $10,000,000
Term of Contract
(Option Year 002): January 12, 2025, through January 11, 2026
Type of Contract: Indefinite Delivery/Indefinite Quantity (“ID/IQ”)
(B) Identifying number of the underlying contract, including the identifiers assigned to the
underlying contract by the Council for the base period and any subsequent option periods:
Contract (Base Year): DCAM-20-CS-RFQ-0002N
Council Approval: CA23-0786, December 27, 2020
Contract Amount: Guaranteed Minimum: $50; Aggregate NTE: $10,000,000
Partial Exercise of Option Year 001: Modification No. 1
Option Year 001 Amount: Guaranteed Minimum: $50; Aggregate NTE: $990,000
Full Exercise of Option Year 001: Modification No. 2
Council Approval: R24-0485, June 7, 2022
Option Year 001 Amount: Guaranteed Minimum: $50; Aggregate NTE: $10,000,000
Exercise of Option Year 002: Modification No. 3
Council Approval: CA24-0756, December 25, 2022
Option Year 002 Amount: Guaranteed Minimum: $50; NTE Amount: $10,000,000
 Exercise of Option Year 003: Modification No. 4
Council Approval: CA25-0553, December 21, 2023
Option Year 003 Amount: Guaranteed Minimum: $50; Aggregate NTE: $10,000,000
Exercise of Option Year 004: Proposed Modification No. 5
Proposed Option Year 004 Amount: Guaranteed Minimum: $50; NTE: $10,000,000
(C) A description of any other contracts the proposed contractor is currently seeking or holds
with the District:
The Contractor is currently involved in following District projects:
S/NO Contract Number Contract Caption Value of the Contract
1 DCAM-20-CS-RFQ- Task Order No.37 On-Call HVAC Technician $400,000.00
0002N Services at DCPS
2 DCAM-20-CS-RFQ- Task Order No.36 Citywide On-Call HVAC $325,000.00
0002N Technician Services
3 DCAM-20-CS-RFQ- Task Order No.33 MPD 1st District HVAC $217,119.75
0002N Upgrades & Chiller Replacement
4 DCAM-20-CS-RFQ- Task Order No.20 DOC AHU Replacement & Pipe $1,853,771.00
0002N Insulation
5 DCAM-20-CS-RFQ- Task Order No.32 MPD 7th District HVAC $192,370.50
0002N Upgrades
6 DJ78-0014-A- 2019 Job Order Contracting Mechanical Services $25,000,000.00
7 47-2024 On-Call General Repair and Maintenance for
DCHA Properties
8 WA-DC-100120 Indefinite Quantity Construction Contract $2,000,000.00
List of the Contracts that Contractor is currently seeking with the District Agencies:
S/NO Contract Number Contract Caption Value of the Contract
54-2024 Job Order Contracting
1
(JOC)Mechanical/Plumbing
(D) A statement that the Citywide Clean Hands database indicates that the proposed contractor is
current with its District taxes. If the Citywide Clean Hands Database indicates that the
proposed contractor is not current with its District taxes, either: (1) a certification that the
contractor has worked out and is current with a payment schedule approved by the District;
or (2) a certification that the contractor will be current with its District taxes after the District
recovers any outstanding debt as provided under D.C. Official Code § 2-353.01(b):
The Citywide Clean Hands database indicates that the Contractor is current with its District taxes.
The relevant certification is attached.
(E) A statement that the proposed contract is within the appropriated budget authority for the
agency for the fiscal year and is consistent with the financial plan and budget adopted in
accordance with D.C. Official Code §§ 47-392.01 and 47-392.02:
The Office of the Chief Financial Officer has certified that the guaranteed minimum value of $50 of
proposed Modification No. 5 is within the appropriated budget authority for the agency and is
consistent with the financial plan and budget adopted in accordance with D.C. Official Code §§ 47-
392.01 and 47-392.02. The applicable Fiscal Sufficiency certification accompanies this Council
Package.
(F) (1) A certification that the proposed contractor has been determined not to be in violation of
section 334a of the Board of Ethics and Government Accountability Establishment and
Comprehensive Ethics Reform Amendment Act of 2011, D.C. Official Code § 1-1163.34a; and
(2) A certification from the proposed contractor that it currently is not and will not be in
violation of section 334a of the Board of Ethics and Government Accountability
Establishment and Comprehensive Ethics Reform Amendment Act of 2011, D.C. Official
Code § 1-1163.34a:
Based upon a certification from the Contractor, the Contractor has been determined not to be in
violation of D.C. Official Code § 1-1163.34a; and will not be in violation of D.C. Official Code §
1-1163.34a.
 Government of the District of Columbia
Office of the Chief Financial Officer 1101 4th Street, SW
Office of Tax and Revenue Washington, DC 20024
Date of Notice: November 7, 2024 Notice Number: L0012905172
ADRIAN L MERTON INC FEIN: **-***9036
9151 HAMPTON OVERLOOK Case ID: 18315880
CAPITOL HEIGHTS MD 20743-3839
CERTIFICATE OF CLEAN HANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
liability with the District of Columbia Office of Tax and Revenue or the Department of Employment
Services. As of the date above, the individual/entity has complied with DC Code § 47-2862, therefore
this Certificate of Clean Hands is issued.
TITLE 47. TAXATION, LICENSING, PERMITS, ASSESSMENTS, AND FEES
CHAPTER 28 GENERAL LICENSE
SUBCHAPTER II. CLEAN HANDS BEFORE RECEIVING A LICENSE OR PERMIT
D.C. CODE § 47-2862 (2006)
§ 47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
Authorized By Melinda Jenkins
Branch Chief, Collection and Enforcement Administration
To validate this certificate, please visit MyTax.DC.gov. On the MyTax DC homepage, click the
“Validate a Certificate of Clean Hands” hyperlink under the Clean Hands section.
1101 4th Street SW, Suite W270, Washington, DC 20024/Phone: (202) 724-5045/MyTax.DC.gov
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
Memorandum
To: Delano Hunter
Director, Department of General Services
From: Antoinette Hudson Beckham
Agency Fiscal Officer
Department of General Services
Reference: HVAC Systems Maintenance, Replacement and Installation (MRI) Services
Proposed Modification No. 5 to Contract No. DCAM-20-CS-RFQ-0002N with
Adrian L. Merton, Inc.
Full Exercise of Option Year 004
Date: November 12, 2024
Subject: Fiscal Sufficiency Review
In my capacity as the Agency Fiscal Officer of the Department of General Services (the
“Department”), I hereby state that Modification No. 5 to Contract No. DCAM-20-CS-RFQ-0002N
for HVAC Systems Maintenance, Replacement Services between the Department and Adrian L.
Merton, Inc. (the “Contractor”) with a Not-To-Exceed (“NTE”) value of $10,000,000.00, has a
guaranteed minimum value of $50.00, that is consistent with the Department’s current budget, that
adequate funds are available in the budget for the expenditure and that the amount will not
unbalance the capital fund for the contract. The $50.00 minimum value is hereby approved.
Funds supporting individual task order agreements, above the minimum amount certified of $50.00,
to be issued against the base period (“Base Period”) and four (4) one-year option periods (“Option
Years”) aggregate NTE value of $10,000,000.00, will be reviewed for certification and approval at
the time of issuance of any such task order agreements. Each task order is subject to availability of
appropriated funds. Task orders, ineligible for capital expenditure, will be funded under the
Department of General Services (“DGS”) operating budget, if funding is available.
The Department of General Services (AM0-Implementing AGY/Owner AGY) has $50.00 in DC
Public Schools (DCPS -Owner AGY) capital budget authority balance.
 Fiscal Sufficiency Review
HVAC Systems Maintenance, Replacement Services
Contract Number: DCAM-20-CS-RFQ-00002N
Modification No. 5 – Exercise of Option Year 004
The PASS information is attached/ below:
Project Number/ Fund Imp. Owner RK/PO Amount Comments
Name Subtask AY Detail Agency Agency
100065 04.01 N/A 3030300 AM0 GA0 RK293334 $50.00
(AM0.GM121C.M (MJMND.95101.MAJOR
AJOR REPAIRS/MAINTENAN
REPAIRS/MAINT CE.CAP PROJ -
PHYSICAL PLANT
ENANCE - DCPS) (GA0))
Total $50.00
for AHB
_____________________________
Antoinette Hudson Beckham
Agency Fiscal Officer
Department of General Services
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
___________________________________________________________________________
OFFICE OF THE GENERAL COUNSEL
MEMORANDUM
TO: Tomás Talamante
Director, Office of Policy and Legislative Affairs
FROM: Kristen Walp
Senior Assistant General Counsel
SUBJECT: Legal Sufficiency Certification
Proposed Modification No. 5 to Basic Ordering Agreement for HVAC Systems
Maintenance, Replacement & Installation (“MRI”) Services
Contract Number: DCAM-20-CS-RFQ-0002N
Contractor: Adrian L. Merton, Inc.
DATE: November 19, 2024
_____________________________________________________________________________
This is to certify that this Office has reviewed the above-referenced proposed Modification No. 5
and has found it to be legally sufficient, subject to submission of: (i) any required materials and
Council approval; (ii) Council’s approval of the same; and (iii) a Fiscal Certification issued by the
Department of General Services’ Agency Fiscal Officer.
Please feel free to contact me at (202) 727-2800 with any questions.
____________________________
Kristen Walp
Senior Assistant General Counsel
3924 Minnesota Avenue NE, 6th Floor Washington DC 20019 | Telephone (202) 727-2800 | Fax (202) 727-7283
6I
5
(Continuation)
CONTRACT NUMBER Modification Number Page of Pages
DCAM-20-CS-RFQ-0002N Modification No. 5 2 of 2
AGREEMENT RECAP:
Basic Ordering Agreement Executed on 1/12/2021 $ 10,000,000.00
Modification No. 1 Modification No. 1 (Partial Exercise of Option Year 001) $ 990,000.00
Modification No. 2 Modification No. 2 (Full Exercise of Options Year 001) $ 10,000,000.00
Modification No. 3 Modification No. 3 (Exercise of Option Year 002) $ 10,000,000.00
Modification No. 4 Modification No. 4 (Exersice of Option Year 003) $ 10,000,000.00
Modification No. 5 Proposed Modification No. 5 (Exersice of Option Year 004) $ 10,000,000.00