MURIEL BOWSER
MAYOR
December 14, 2022
Honorable Phil Mendelson
Chairman
Council of the District of Columbia
John A. Wilson Building
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 of the Procurement Practices Reform Act of 2010 (D.C. Official Code
2-352.02), enclosed for consideration and approval by the Council of the District of Columbia is
Modification No. 3 to Contract No. DCAM-20-CS-RFQ-0002N with Adrian L. Merton, Inc., to
exercise option year two of the contract in the not-to-exceed amount of $10,000,000. The
modifications period of performance is from January 12, 2023 through January 11, 2024.
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.
If you have any questions regarding the proposed contract modification, please contact Keith A.
Anderson, Director of the Department of General Services (DGS), or have your staff contact
George G. Lewis, DGSs Chief of Contracts and Procurement, at (202) 727-2800.
I look forward to the Councils favorable consideration of this contract modification.
Sincerely,
Muriel Bowser
 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)
Modification No. 3 to Contract No. DCAM-20-CS-RFQ-0002N for HVAC Systems Maintenance,
Replacement & Installation (MRI) Services
Exercise of Option Year 002
(A) Contract Number: DCAM-20-CS-RFQ-0002N
Modification No. 3 to exercise Option Year 002
Proposed Contractor: Adrian L. Merton, Inc. (the Contractor)
Proposed Contract Amount
(Option Year 002): Guaranteed Minimum: $50
Aggregate Not-to-Exceed (NTE): $10,000,000
Term of Contract
(Option Year 002): January 12, 2023 through January 11, 2024
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: Proposed Modification No. 3
Option Year 002 Amount: Guaranteed Minimum: $50; Aggregate NTE: $10,000,000
(C) A statement that 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.
(D) 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. 3 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.
(E) A notation identifying: (i) whether the Contractor is a covered contractor, as that term is
defined in D.C. Official Code 1-1161.01; and (ii) to which prohibited recipients, as that term
is defined in D.C. Official Code 1-1161.01(45D), the Contractor is prohibited from making
campaign contributions and during what prohibited period, as that term is defined in 1-
1161.01(45C).
The Contractor is a covered contractor per D.C. Official Code 1-1161.01, and is prohibited from
making campaign contributions to the Mayor; any candidate for Mayor; any political committee
affiliated with the Mayor or a candidate for Mayor; any constituent-service program affiliated with
the Mayor; any Councilmember; any candidate for Councilmember; any political committee
affiliated with a Councilmember or a candidate for Councilmember; or any constituent-service
program affiliated with a Councilmember from November 9, 2022 through one year after
termination of the Contract. The Contractor has self-certified that it is compliant with the provisions
of D.C. Official Code 1-1161.01.
 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 15, 2022 Notice Number: L0008438001
ADRIAN L MERTON INC FEIN: **-***9036
9151 HAMPTON OVERLOOK Case ID: 1349702
CAPITOL HEIGHTS MD 20743-3839
CERTIFICATE OF CLEAN HANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
CO
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)
PY
47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
Authorized By Marc Aronin
Chief, Collection Division
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: Keith A. Anderson
Director
for AHB
From: Antoinette Hudson Beckham
Agency Fiscal Officer
Department of General Services
Reference: Contract for HVAC Systems Maintenance, Replacement and Installation Services,
Proposed Modification No. 3 to Contract No. DCAM-20-CS-RFQ-0002N with
Adrian L. Merton, Inc.
Exercise of Option Year 002
Date: November 17, 2022
Subject: Fiscal Sufficiency Review
In my capacity as the Agency Fiscal Officer of the Department of General Services (the
Department), I hereby certify that Proposed Modification No. 3 to Contract No. DCAM-20-CS-
RFQ-0002N for HVAC Systems Maintenance, Replacement & Installation 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
Departments current budget and that adequate funds are available in the budget for the expenditure.
The $50.00 minimum value is hereby certified.
Funds supporting individual task order agreements, above the minimum amount certified of $50.00,
to be issued against the exercise Option Year 002 period 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 Departments operating budget, if funding is
available.
The Department (AM0-Implementing AGY) has $50.00 in its cumulative capital budget allotment
balance.
 Fiscal Sufficiency Review
Contract for HVAC Systems Maintenance, Replacement and Installation Services
Contract Number: DCAM-20-CS-RFQ-0002N
Modification No. 3 Exercise of Option Year 002
The PASS information is attached/ below:
Project Number/ Fund Imp. Owner RK/PO Amount Comments
Name Subtask AY Agency Agency
100144 04.01(A9034.A9034.PREV 2023 3030300 AM0 AM0 RK222543 $50.00 See
(AM0.PL902C.CR ENTATIVE/CRITICAL Attached
ITICAL SYSTEM CAPITAL POOL
CNSTR.PREVENTATIVE/
REPLACEMENT)
CRITICAL CAPITAL
POOL CNSTN)
Total $50.00
for AHB
_____________________________
Antoinette Hudson Beckham
Agency Fiscal Officer
Department of General Services
Page 2 of 4
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
___________________________________________________________________________
OFFICE OF THE GENERAL COUNSEL
MEMORANDUM
TO: Ronan Gulstone
Director, Office of Policy and Legislative Affairs
FROM: Kristen Walp
Senior Assistant General Counsel
SUBJECT: Legal Sufficiency Certification
Modification No. 3 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: December 1, 2022
_____________________________________________________________________________
This is to certify that this Office has reviewed the above-referenced proposed Modification No. 3
and has found it to be legally sufficient, subject to submission of: (i) any required materials and
Council approval; (ii) Councils 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
2000 14th St. NW, 8th Floor Washington DC 20009 | Telephone (202) 7272800 | Fax (202) 7277283
 MODIFICATION OF CONTRACT Pageof Pag
DCAM-20-CS-RFQ-0002N 1
ZIMODIFICATION NUMBER 3. EFFECTIVE DATE [&, PURCHASE REQUISITION NO. [5. CAPTION
HVAC Systems Mainienance,
Replacement& installation Services
Modification No.3 See Block 16 RK222543 MR)
TISSUEDEY: I7-ADMINISTEREDBY (other thanTem 6)
Department of General Services Department of General Services
Contracting and Procurement Dvsion Capital Construction Division
2000 4th Street, NW4th Floor 4250 U Stroet, NW 4th Floor
Washington,DC 20009, Washington, DC 20009,
E-NAME AND ADDRESS OF CONTRACTOR Number, seal, county, State and ZIP Code)| [8A. AMENDMENT OF SOLICITATION NUMBER
Adrian L. Merton, Inc. |o8.
GEETEMT)
DATED
9161 East Hampton Overiook
Capitol Heights, MO, 20743, HOA. MODIFICATION OF CONTRACTIORDER NUMBER
An: Matthew Merton x [DGAM-20-CS-RFQ.0002N.
Emait: matt@almerton.com HOB. DATED (SEE ITEM 13)
[January 12,2024
7. THISITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS:
iteaboveramberedsaictaon is amended essetforthinfem14. The hourand dae specifiedfor ecoiptof Ofiers [___ extended,|e nolextended
ers must acknowledge receipt ofthis amendment prior tothe hour and date spected inthe solicitation or as amended, by oneofthe Flowing methods: (8)
By completing items 8 and 18, and roturning copies ofthe amendment (b) By acknowledging receipt ofthis amendment on each copy ofthe offer
0 (c) By separate letter or electronic communication which includes a reference tothe solicitation and amendment numbers, FAILURE OF YOUR
ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED
MAY RESULT IN REJECTION OF YOUR OFFER. Ifby vitue ofthis amendment you desire to change an offer already submited, suchchangemaybe made
by letter or electronic communication, provided each ltr or electronic communication makes reference tothe solicitation and this amendment, ands received
"1 Accounting and Appropriation Data (f Required)
"5. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIORDERS,
IT MODIFIES THE CONTRACTIORDER NO. AS DESCRIBED IN ITEM 14.
TREGK TA-THIS CHANGE ORDERS ISSUED PURSUANT TO: (Specify authoniy) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT
ove ORDER NUMBER IN ITEM 104,
I, THE ABOVE NUMBERED CONTRACTIORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying
ltfice, appropriation data, etc.) SET FORTH IN ITEM 14.
|G. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF
B- OTHER Spey yp oT OTRCON aT ATTA
ie 27 OCMR Secton 4728 ad Contact No, OCAN-20-0S-RF.0002N
IMPORTANT. Conracor Js not__[X required to gn is document andretum 1 copy tothe sg fice
{i DESCRIPTION OFAMIENDWENTMODIFICATION Organized byUCFston Roads, och ToVSATOTCal abet wat whee ToT]
Conract No, DOAM20-C8-RFQ4002N fr D1 or HVAG Systems Maltnance, Repacomen& nstalaton CMRF) Srves (he"Prject) is ereby
modied a8 ows
Yar t2and extends th an ote BOA though fanuary 1, 2024 The term of Opton Year 002s fom Janay "2, 2083 tough January 1, 2024,
1 Exercise of Option Year 002. In accordance with Section 1.6ofthe Contract (Basic Ordering Agreement "BOA), the Department hereby exercises Option
2 Minimum Guaranteed & Notto-xceed NTE") Value of Agroment. nacordarce wih Secton Nos. 18& 1.9of he BOA, he Contactor shall be
tod recone abeminimum
BOA Al worl awardedofand$60.00 heonContract
released has aNTE
2 compettve aseamount
tough$10,00000.00
dv task orders.for Optlon Yea 02 fr a saves a be provided under
23 Terms & Coniton. Except as provided herein alems and condtonof he document referenced in Hem GA o 0A, as heretofore change, rans
Unchanged and in re and ect
4. elas ls mua agred tha in exchange fortis Change Order and ter considerations, he Contactor hare eles, wae, stes, and holds
the
CitaDoperent hamlssfor
extosons. any nda
compensations or actualunder
ably or polenta
any ameor
ther, demands
whether krown clays, arpone,
run, ta the dione!maywerkhaveacdtona
Contractor now ie,tewdtonl
ein fre cos, he
agains
Department arising from or out of, 8s @ consequence or result of, relating to orn any manner connected wit this Change Order the above-referenced
Project, and the Contract Work.
"TER. NAMEANDTITLE OF SIGNER {Typeorprint [TGA NAMEANDTITLE OF CONTRACTING OFFICER (Type
or print)
Matthew A. Merton, Vice President
aon
"5B. CONTRACTOR