4-SLCSD Whittier ES Energy Upgrades RFP - CONTROLS.pdf

March 23, 2026

SLCSD – Whittier Elementary School Energy Upgrades RFP – Contro ls Request for Proposal – 20 9014 - 002

SLCSD – Whittier Elementary School

Energy Upgrades RFP Request for Proposal - 20 9014-00 2

Table of Contents

TABLE OF CONTENTS

SLCSD – WHITTIER ELEMENTARY SCHOOL ENERGY UPGRADES RFP

SECTION 1. REQUEST FOR PROPOSAL

ATTACHMENTS:

Attachment A – SLCSD Standard Terms and Conditions for Goods and Services Attachment B - Subcontractor Pre-Qualification Information Attachment C – Detailed Scope of Work – MECHANICAL

Attachment C – Detailed Scope of Work – CONTROLS Attachment C – Detailed Scope of Work – ELECTRICAL Attachment C – Detailed Scope of Work – TAB Attachment D - Project Drawings and Specifications Attachment E – McKinstry Sample Subcontract Attachment F – Contractor Insurance Requirements Attachment G – Construction Standard Scope Requirements

Attachment H - McKinstry TAB Provider Performance Standards Attachment I – McKinstry Controls Provider Performance Stand Attachment J – McKinstry Controls Cx Roles & Responsibilities Attachment K – McKinstry Concrete Imaging Policy Attachment L - Whittier ES Existing As-Built Mechanical Drawings Attachment M – Qualifications Scoring Sheet

Attachment N – Final Pricing Form - MECHNICAL Attachment N – Final Pricing Form - CONTROLS Attachment N – Final Pricing Form - ELECTRICAL Attachment N – Final Pricing Form - TAB

Request for Proposal

REQUEST FOR PROPOSAL

SLCSD – WHITTIER ELEMENTARY SCHOOL ENERGY UPGRADES

DATE: March 23, 2026

Salt Lake City School District requests pricing to provide materials, labor, tools, rentals, permits, taxes, supervision and other services required to accomplish the scope of work for the following project:

PROJECT NAME: SLCSD – Whittier Elementary School Energy Upgrades

RFP Documents/Google Drive Link:

https://drive.google.com/drive/folders/1yVhP9XXBZGbF5uifSCV9muBKNv92mzPO?usp=sharing

Building(s): Whittier Elementary School

1600 S 300 E Salt Lake City, UT 84115

SEND PRICING AND

QUESTIONS TO:

Tyler Barnes, Head of Purchasing, Salt Lake City School District Submit all questions and responses via Bonfire

SITE WALKS:

MANDATORY: (Mechanical, Electrical and Controls contractors are required to attend for proposal consideration) Mechanical – March 31st, 2026, 3:00PM – 5:00PM MST Electrical – April 1st, 2026, 3:30PM - 4:30PM MST

Controls - April 1st, 2026, 4:30PM – 5:30PM MST

OPTIONAL: (TAB contractors are recommended but not required to attend for proposal) TAB – April 2nd, 2026 at 3:30PM MST

QUESTIONS DUE: Friday, April 3rd, 2026 – 5:00 PM MST

ANSWERS DUE: Monday, April 6th, 2026 – 5:00 PM MST

PRICING DUE: Wednesday, April 8th, 2026 - 5:00 PM MST

RFP SCORING: April 10th, 2026

BID SCRUBS: April 13th – 14th, 2026

RESTRICTIONS ON COMMUNICATIONS

From the issue date of this RFP until a Vendor is awarded a contract and the award is published, Vendors are prohibited from communications regarding this RFP with the procurement unit staff, evaluation committee members, or other associated individuals EXCEPT the SLCSD procurement officer overseeing this RFP. Failure to comply with this requirement may result in disqualification.

SUBCONTRACTOR SELECTION PROCESS: TWO-TIERED EVALUATION

All responses to this RFP will be evaluated using a two-tiered selection process. The final award will be based on the combination of results from both qualifications based scoring and final pricing.

MULTIPLE TRADE SUBMISSION CLARIFICATIONS

If a Subcontractor would like to submit pricing for more than 1 trade (Ex: Mechanical and Controls), the proposals are to be treated as separate submissions. All RFP submission requirements must be completed for each RFP and submitted independently.

https://drive.google.com/drive/folders/1yVhP9XXBZGbF5uifSCV9muBKNv92mzPO?usp=sharing

SLCSD – WHITTIER ELEMENTARY SCHOOL ENERGY UPGRADES

Tier 1: Qualifications-Based Scoring (70 points total, minimum of 40)

There will be two sections within the qualifications-based scoring. Only Vendors that meet or exceed the minimum score threshold of 40 points from Tier 1 will proceed to Tier 2.

Part 1.A: Mandatory Minimums

The following mandatory minimums must be submitted with the RFP packet to be considered responsive to the bid.

1. Complete and include Attachment (N) - Final Pricing Form in Proposal Submission

2. Complete and include a Scope Narrative in Proposal Submission

3. Attend mandatory RFP Site Walk (TAB RFP walk is optional)

Part 1.B: Detailed Technical Proposal

Subcontractors will be evaluated and scored based on their qualifications and previous experience. The following criteria will be used for the qualifications-based scoring:

1. Vendor Qualifications and Relevant Company Experience: Provide a brief description of your company’s historical background, the scope and nature of construction routinely provided by your company on projects of the size and scope identified in the RFP, especially as it relates to schools and other education facilities. (10 points)

2. Project Team: This area of evaluation will consider the qualifications and working experience of the individual project team members from the Vendor as well as the lower-tier vendors or subcontractors used to execute the scope of work. The Vendor is requested to provide the technical qualifications and work experience of the key personnel assigned to the project and a list of any lower-tier vendors or subcontractors to be utilized to execute the scope of work. (10 points)

3. Management Plan: This area of evaluation will consider the working relationship the Vendor will maintain with the School District, McKinstry, and drillers or other subcontractors. Please describe your approach to maintaining clear and accurate communication between these entities. Special emphasis shall be placed on the working relationship between the vendor, drilling professional, and the McKinstry superintendent during all construction operations. (10 points)

4. Past Performance and References: Vendors shall provide a minimum of three (3) and a maximum of five (5) references for projects of comparable scope, magnitude, and clientele. References should demonstrate the vendor’s capacity to perform successfully on similar projects for projects which have been completed within the last 5 years. (5 points)

5. Scope Narrative: Provide a detailed scope narrative that clearly indicates contractor’s understanding of the project requirements, Scope of Work and Project Drawings, the systems and equipment you intend to provide, and states assumptions, inclusions, exclusions, and/or VE suggestions. No pricing shall be included in the scope narrative. (35 points)

Scoring and documentation requirements of each criteria is described in Attachment M. Only firms that meet or exceed the minimum score threshold from Tier 1 will proceed to Tier 2.

Tier 2: Pricing-Based Scoring (30 Points)

Subcontractor shall submit detailed pricing proposals using the Final Pricing Form provided (Attachment N).

The Final Pricing Form shall also include labor rates for change order work, a list of subcontractors and equipment vendors, a schedule estimate, and an optional risk evaluation section.

Add-Alternate pricing is requested as outlined in the Detailed Scope of Work and shall be accounted for on the Final Pricing Form (Attachment N) as part of RFP submission.

SLCSD – WHITTIER ELEMENTARY SCHOOL ENERGY UPGRADES

Tier 2 scoring will be based on:

• Total project cost (0-20 points, scaled between low and high bid)

• Alignment between Scope Narrative and Cost presented (10 points) o Evaluation Criteria: The costs provided in the bid shall be evaluated against the scope narrative provided in the Tier 1 scoring to verify alignment between the Vendor’s price and their stated inclusions, equipment, alternates, VE suggestions, project team, and general conditions. Assumptions or exclusions are limited, explicit, and consistent with the Scope Narrative.

The final award will be based on the combined score (Qualifications + Pricing).

ESTIMATED SCHEDULE:

The following are approximate dates for this project. Be advised that McKinstry and SLCSD reserve the right to modify this schedule to accommodate SLCSD’s operational usage. Final schedule is to be mutually agreed upon between McKinstry, SLCSD, and the selected Subcontractor(s).

Estimated Notice of Award Date: April 2026

Estimated Construction Schedule: Summer, 2026

Thank you for your interest in this project.