RFQ/RFP CalSHAPE HVAC Assessment and Maintenance Services

Trinidad Union School District ("District") is requesting proposals from qualified firms for HVAC assessments, maintenance, reports, engineering review, and documentation ("Services") to be funded by the California Schools Healthy Air, Plumbing, and Efficiency ("CalSHAPE") Ventilation Program enacted under Assembly Bill 841. The proposal may also include additional HVAC maintenance and verification of operations. If applicable, the services will also include the design and project management services for the repair and/or upgrade of HVAC systems to improve energy efficiency, safety, or performance under the CalSHAPE Ventilation program. This solicitation does not include the installation of carbon dioxide monitors. While this RFP focuses on the above services, the firm selected may, at the sole discretion of the District, be engaged in other projects as designated by the District. The District is requesting proposals from qualified firms for HVAC Assessment and Design Services to be funded under the CalSHAPE Ventilation program. The goals of the project are to: o Complete the HVAC assessments, general maintenance, assessment reports, adjustment of ventilation rates, filter replacements and documentation for reporting under the requirements of the CalSHAPE Ventilation program as described in the current draft guidelines released in adopted on June 8, 2022 (Attachment 2). o Contingent on funding, complete the repairs and/or provide the design and project management for upgrades to improve energy efficiency, safety, or performance under the CalSHAPE Ventilation Program. Although the carbon dioxide monitors are required for participation in the CalSHAPE program, the installation of the monitors are not included in this solicitation. A Request for Quotes will also be released to request a contractor's estimate for those costs. Any respondent to this RFP may also respond to the RFQ for Carbon Dioxide Monitor Installation. The HVAC Services, shall include, but not be limited, to the following: o Qualified testing personnel, as defined in the section above, must assess all air-handling units, rooftop units and unitary and single zone equipment in the District's HVAC systems in accordance with the CalSHAPE Ventilation HVAC Assessment and Maintenance Requirements in Chapter 2 Section B of the attached Draft Guidelines for the CalSHAPE Ventilation Program ("Guidelines"). o Additionally, for areas with Limited or No Mechanical Ventilation, the assessment must also include the requirements as specified in Chapter 2 Section E Part 1 of the Guidelines. o Record the findings from the assessment in the HVAC Assessment Report as described in Chapter 2 Section F and Appendix B of the Guidelines. The report must include the HVAC Assessment and Maintenance Pathway Worksheets provided at the CalSHAPE website Additionally, for areas with Limited or No Mechanical Ventilation, the report shall also include the requirements as specified in Chapter 2 Section E Part 2 of the Guidelines. o The Licensed Professional shall review the HVAC Assessment report as described in Chapter 2 Section D Subsection 1 of the Guidelines and: a. Determine what, if any, additional adjustments, or repairs would be necessary to meet the minimum ventilation and filtration requirements. b. Determine whether any cost-effective energy efficiency upgrades or replacements are warranted or recommended. Additionally, if there is Limited or No existing mechanical ventilation, determine recommendations for adding mechanical ventilation and filtration where none exists or for replacing a mechanical ventilation system where the current system is nonoperational. c. Provide an estimated cost for all identified work. o Qualified adjusting personnel shall perform any maintenance work described in Chapter 2 Section B of the Guidelines required to meet the requirements of the CalSHAPE Ventilation program including replacing filters, replacing bulbs, adjusting ventilation rates, air balancing, adjusting set points for demand-controlled ventilation, and adjusting temperature control setpoints. o Coordinate with installation contractor on carbon dioxide monitor specifications and placement in compliance with CalSHAPE program requirements. The installation contractor will be selected in a separate solicitation. o Upon completion of the work funded by the CalSHAPE Ventilation program, complete the HVAC Verification Report as described in Chapter 2 Section G of the Guidelines. Your Statement of Qualifications shall respond to each item noted below and must follow the format described. Please limit response information to no more than ten (10) pages and include relevant information only. Submitted materials are limited to 8-1/2 x 11 sized papers. Late responses will not be accepted.

Division 31 -	Earthwork.
Division 32 -	Exterior Improvements.
Division 33 -	Utilities.
Division 34 -	Transportation.
Division 35 -	Waterway and Marine Construction.