Bid S-P26603-00017412 A_E Geothermal RFQ.pdf

PDF 14 MB Posted Jul 8, 2026

Attached to: A&E Services Russell & Shaver Elementary Geothermal
Solicitation number: S-P26603-00017412
Issued by: Oregon

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Written by GovTribe AI · Jul 10, 2026

Summary

This is a Request for Qualifications (RFQ) issued by Parkrose School District No. 3 for Architectural and Engineering (A&E) services to design geothermal ground-source heat pump conversions and energy resilience systems at Russell Elementary and Shaver Elementary Schools in Portland, Oregon. The District seeks professional design services for two schools located at 2700 NE 127th Ave and 3701 NE 131st Place, respectively. The project is funded by the Portland Clean Energy Community Benefits Fund (PCEF) with total available grant funding of $8,422,807 covering all aspects including design, permitting, construction, and commissioning. The District has established a Maximum Allowable Construction Cost (MACC) ceiling of $7,500,000 for the core geothermal scope. Selection will be conducted under ORS 279C.110 (Qualifications-Based Selection) with no pricing information required in Statements of Qualifications. A mandatory site walk is scheduled for July 21, 2026, at 10:00 AM beginning at Russell Elementary. The deadline for questions is August 4, 2026, and SOQs are due August 20, 2026, at 2:00 PM. The District anticipates utilizing a CM/GC delivery method with a target substantial completion date of Summer 2027. Interviews may be conducted following SOQ evaluation, with the District entering into negotiations with the highest-ranked firm based on qualifications.

The District will select the Consultant using qualifications-based selection procedures with evaluation criteria totaling 100 points: Specialized Firm and Key Personnel Experience (35 points), Project Approach and Design-to-Ceiling Strategy (25 points), Equity and PCEF Strategy (20 points), and Resilience, Commissioning, and CM/GC Coordination (20 points). All work is subject to BOLI Prevailing Wage and the PCEF 180% wage floor, with Proposers required to submit a Wage Oversight Memo. The District requires quarterly workforce and demographic reporting for grant eligibility, with invoices for the final month of each calendar quarter held until required reporting is submitted and verified. The selected Consultant must maintain Professional Liability/Errors & Omissions insurance of $2,000,000 per claim/$4,000,000 aggregate, Commercial General Liability of $1,000,000 per occurrence/$2,000,000 aggregate, and Pollution/Environmental Liability of $1,000,000 per claim. Preliminary feasibility studies and thermal conductivity testing have been conducted by Interface Engineering and Arrow Drilling, with reports provided as reference documents; these firms are eligible to propose without evaluation preference. The project emphasizes Target Value Design principles, collaborative partnership, early risk identification, and cost control mechanisms including scope adjustments, phasing strategies, and value engineering to maintain the MACC ceiling.

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S-P26603-00017412 ADDENDUM 1.pdf	PDF	Jul 8, 2026
Exhibit_B_PCEF_Requirements.pdf	PDF	Jul 8, 2026

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REQUEST FOR QUALIFICATIONS (RFQ) NO.

S-P26603-00017412

A&E SERVICES: GEOTHERMAL & ENERGY RESILIENCE

Parkrose School District No. 3

1.0 INTRODUCTION & PROJECT OVERVIEW

Parkrose School District (the “District”) is soliciting Statements of Qualifications (SOQ) for professional Architectural and Engineering (A&E) services for geothermal conversions at Russell Elementary and Shaver Elementary Schools.

This project is funded by the Portland Clean Energy Community Benefits Fund (PCEF). The District intends for these designs to support a future Oregon Community Renewable Energy Grant (CREP) application for microgrid resilience.

This solicitation is conducted in accordance with ORS 279C.110 (Qualifications-Based Selection). No pricing information shall be submitted with SOQs.

The District intends this project to be a collaborative partnership. While the District has established clear expectations regarding budget, schedule, grant compliance, and technical performance, it recognizes that successful delivery requires open communication, early identification of risks, and cooperative problem-solving among the District, Consultant, CM/GC, Commissioning Agent, and other project participants.

Project Locations:

Russell Elementary 2700 NE 127th Ave, Portland, OR 97230

Shaver Elementary 3701 NE 131st Place, Portland, OR 97230

1.1 Project Budget & Design-to-Ceiling Strategy

The total available grant funding from the Portland Clean Energy Community Benefits Fund (PCEF) for all aspects of this project—including design, permitting, construction, and commissioning—is $8,422,807. The District has established an estimated Maximum Allowable Construction Cost (MACC) ceiling of $7,500,000 for the core geothermal scope. The Consultant shall utilize Target Value Design principles to design a system that fits safely within this MACC ceiling, leaving appropriate reserves for soft costs, third-party commissioning, and regulatory permits.

The Consultant shall design the project to align with the MACC and shall provide cost estimates at each design phase. If cost estimates exceed the MACC:

● The Consultant shall promptly notify the District whenever it appears the project scope or market conditions may jeopardize the MACC so that corrective action may be taken at the earliest practical stage.

● The Consultant shall recommend scope adjustments, phasing strategies, and/or additive alternates

● The Consultant shall participate in reasonable redesign efforts without additional compensation to the extent that cost overruns are primarily attributable to design decisions that do not meet the applicable professional standard of care.

● The Consultant shall identify value engineering opportunities that preserve system performance, energy efficiency, maintainability, and life-cycle value.

If cost escalation is due to documented extraordinary market conditions beyond the Consultant’s control, the District and Consultant will work collaboratively to adjust scope or identify additional funding.

2.0 TRANSPARENCY & PRELIMINARY WORK DISCLOSURE

The District discloses that the following firms performed preliminary feasibility studies, thermal conductivity testing, and conceptual design work:

● Interface Engineering (Feasibility & Conceptual Design)

● Arrow Drilling (Thermal Conductivity Testing)

Reports generated by these firms are provided as Reference Documents (see Appendix B). All Proposers are encouraged to review these materials.

These firms are not precluded from submitting a proposal; however, no preference will be given in the evaluation process.

The selected Consultant shall review the preliminary materials and identify any apparent errors, omissions, or areas requiring additional investigation within 30 days of contract execution. The Consultant’s design shall be based on information reasonably available and consistent with the applicable professional standard of care. Nothing in this section relieves the Consultant of its responsibility to perform professional services consistent with the applicable standard of care

3.0 SCOPE OF SERVICES & TECHNICAL STANDARDS

3.1 Resilience & Critical Load Isolation

The Consultant shall identify and electrically isolate critical mechanical loads (including pumps, controls, and designated resilience zones) to support functionality during grid outages.

The Consultant shall design Points of Interconnection (POI) for future solar photovoltaic (PV) and battery storage systems and develop a preliminary critical load schedule and one-line diagram.

3.2 CM/GC Coordination & Schedule

The District anticipates utilizing a CM/GC delivery method.

The Consultant shall:

● Participate in preconstruction coordination with the CM/GC

● Support cost estimating, constructability review, and bid packaging strategies

● Participate in collaborative schedule development

The project shall target Summer 2027 substantial completion, and phasing strategies shall reflect the constraints of occupied K–12 facilities.

3.3 Quality Control & Commissioning

The District will employ a third-party Commissioning Agent (CxA).

The Consultant shall:

● Coordinate with the CxA at key design milestones (30%, 60%, 90%)

● Respond to CxA review comments

● Provide site observations during construction

● Provide photographic documentation of geothermal wellfield connections and other critical system components prior to concealment

3.4 Construction Phasing & Site Logistics (K–12)

The Consultant shall demonstrate an understanding of the logistical challenges of occupied school environments and develop phasing strategies that minimize disruption to students and staff.

The Consultant shall provide a training plan for District personnel addressing system operation, controls, and maintenance.

3.5 Owner's Project Requirements (OPR) & Design Validation

● Early in Schematic Design, the Consultant shall facilitate an Owner's Project Requirements

(OPR) workshop with District representatives to confirm project goals, operational priorities, energy performance objectives, resilience strategies, maintenance expectations, phasing considerations, and budget priorities. The Consultant shall document the agreed-upon project requirements and utilize them as the basis for subsequent design decisions. The OPR shall be reviewed and updated at major design milestones as appropriate.

● The Consultant shall maintain a Project Decision Log documenting significant design decisions, alternatives considered, and the basis for major recommendations throughout the design process.

3.6 Technical Requirements

The Consultant shall:

● Demonstrate experience with OWRD low-temperature geothermal permitting

● Include a qualified geologist or Certified Water Rights Examiner (CWRE)

● Design systems compatible with and fully integrated into the District's existing Building

Automation System, including sequences of operation, alarms, trending, graphics, and operator functionality.

● Develop additive and deductive alternates to support scope prioritization within available funding

4.0 PCEF COMPLIANCE & PAYMENT TERMS

4.1 Wage Floor & Reporting

Work is subject to BOLI Prevailing Wage and the PCEF 180% wage floor.

Proposers shall submit a Wage Oversight Memo describing their process for ensuring compliance by all sub-consultants.

4.2 Quarterly Compliance Gate

To maintain grant eligibility, the District requires quarterly workforce and demographic reporting.

Invoices for work performed during the final month of any calendar quarter (March, June, September, December) shall be held until all required PCEF reporting data for that quarter has been submitted and verified.

The District will not unreasonably withhold payment for delays in documentation beyond the Consultant’s control.

4.3 Final Payment

Final payment may be contingent upon completion of required PCEF reporting and project closeout documentation.

5.0 SOQ SUBMITTAL REQUIREMENTS

5.1 Format

● Maximum length: 25 pages (excluding cover letter and resumes)

● PDF format preferred

5.2 Required Contents

SOQs shall include the following:

1. Firm Overview

2. Relevant Project Experience (GSHP, K–12, Oregon permitting) & relevant experience of proposed subconsultants.

3. Key Personnel (roles and relevant experience)

4. Project Approach (including geothermal design, phasing, and CM/GC coordination)

5. Design-to-Ceiling Strategy (cost control, alternates, phasing)

6. Energy & Funding Strategy (IRA, CREP familiarity, lifecycle considerations)

7. Equity & PCEF Strategy (including Wage Oversight Memo)

8. Capacity and Availability

6.0 EVALUATION CRITERIA (100 TOTAL POINTS)

● Specialized Firm and Key Personnel Experience (35 points)

GSHP retrofits, OWRD permitting, and K–12 engineering

● Project Approach & Design-to-Ceiling Strategy (25 points) Phasing, constructability, cost management, and alternates

● Equity & PCEF Strategy (20 points) DMWESB utilization and wage compliance approach

● Resilience, Commissioning, & CM/GC Coordination (20 pts): Approach to load isolation, proactive coordination with the 3rd-party CxA, and collaborative contractor integration

7.0 SELECTION PROCESS

The District will evaluate SOQs and may shortlist firms for interviews.

Firms will be ranked based on qualifications in accordance with QBS procedures. The District will enter into negotiations with the highest-ranked firm to establish a mutually acceptable contract.

If the District is unable to reach agreement with the top-ranked firm, negotiations will be formally terminated and initiated with the next-ranked firm.

8.0 SCHEDULE

● RFQ Issued: 7/7/26

● Mandatory Site Walk: 7/21/26 @10am - start at Russell Elementary followed by Shaver

Elementary

● Deadline for Questions: 8/4/26

● SOQs Due: 8/20/26 @ 2pm

● Interviews (if conducted): TBD

The District reserves the right to modify the schedule as necessary.

9.0 COMMUNICATIONS

Point of Contact:

Robyn Stolin Supervisor of Maintenance

Questions may be submitted via:

● OregonBuys (preferred)

● Email to the District

Responses to all substantive questions will be issued via formal addenda to ensure all proposers have access to the same information.

Proposers shall not contact other District staff regarding this solicitation.

10.0 SUBMISSION INSTRUCTIONS

SOQs may be submitted via:

● Electronic submission through OregonBuys

● Sealed hardcopy delivered to:

Parkrose School District 10636 NE Prescott St Portland, OR 97220

SOQs must be received by the stated deadline. Late submissions will not be accepted.

11.0 GENERAL CONDITIONS

● The District reserves the right to reject any or all SOQs

● The District may waive informalities or minor irregularities

● The District is not responsible for costs incurred in proposal preparation

● Proposers are responsible for monitoring OregonBuys for addenda

● All work shall comply with applicable Oregon laws and PCEF requirements

11.1 Minimum Insurance Requirements

The selected Consultant shall maintain, at its own expense, the following minimum insurance coverages throughout the duration of the contract, as fully detailed in the Sample Contract (Appendix C):

● Professional Liability / Errors & Omissions:$2,000,000 per claim / $4,000,000 aggregate

● Commercial General Liability:$1,000,000 per occurrence / $2,000,000 aggregate.

● Pollution / Environmental Liability:$1,000,000 per claim

APPENDIX A: PROPOSER CERTIFICATION

Conflict Disclosure:

Does your firm have a relationship with the preliminary contractors (Interface/Arrow)?

☐ NO ☐ YES

Payment Terms:

We acknowledge the Quarterly Compliance Gate for payment processing.

☐ YES

Independence:

We acknowledge we are ineligible for the construction/installation contract.

☐ YES

Contract Acceptance:

We have reviewed Appendix C (District Personal Services Contract) and accept the terms.

☐ YES

Authorized Signature:__________________________ Date:_____________________

Interface Engineering, Inc.

100 SW Main Street, Suite 1600

Portland, OR 97204

TEL 503.382.2266

www.interfaceengineering.com

Parkrose - Russell ES Geoexchange Study

Parkrose SD Russell Academy ES Geoexchange

Study

2024-1214

Prepared for:

Parkrose School District

October 10, 2024

Prepared by:

Shem Heiple, PE, LEED AP

Parkrose SD Russell Academy ES Geoexchange Study

Table of Contents Executive Summary

Performance

Existing Condition

Design

Cost Estimate

Appendix A / Concept Drawings ................................................................................................................................ i

Parkrose - Russell ES Geoexchange Study - R1

Executive Summary

Introduction

Russel Elementary School was used as a case study and is one of nine existing schools in the Parkrose school district with plans to upgrade to a geoexchange ground source heat pump system that will profoundly reduce the district building’s energy use and carbon emissions and move from fossil fuel heating to predominantly all electric buildings. The purpose of this study was to assess one of the schools for geoexchange / ground source heat pump system upgrades that could be used as a prototype for applying to other schools. The study

• Assess energy and carbon emissions savings potential with geoexchange upgrades.

• Identify additional cost-effective energy efficiency measures.

• Assess existing building for geoexchange upgrade feasibility.

• Provide recommended geoexchange system configuration.

• Design narrative and concept drawings for cost estimation.

• Assess site area requirements for geo-field system.

Summary

Performance

The school’s current energy usage based on utility bills is 48.5 (kbtu/h/sf/yr) EUI, which is comparable to a national average school EUI of 47 (kbtu/h/sf/yr). Sixty-five percent of the energy use is fossil fuel (natural gas) with the remainder being electricity.

By upgrading to a geoexchange system, the building’s heating and domestic hot water system is converted to all electric heat pump technology with consistent high operating efficiencies near 4 COP. By including air-to-air energy recovery and demand control ventilation in addition to the geoexchange upgrade the following is achieved:

• 53% total building energy reduction

• 22 EUI (kbtu/h/sf/yr)

• 35% total building carbon emissions reduction

• All-electric heating

• Possible to reach net zero energy and emission with roof mounted PV array

Other benefits with the geoexchange and HVAC upgrades:

• Improved indoor air quality is achieved with the addition of MERV 13 filters and demand control ventilation.

• Improved thermal comfort is achieved by adding mechanical cooling to the existing building.

• Education is improved by reducing school closure with geoexchange system cooling that can maintain occupant comfort in extreme heat climate events.

• Climate change resiliency is improved with ground coupled cooling that is resistant to high air temperature events compare to air-source cooling systems.

Recommendations

District Level

• Vertical well, closed loop geo-field system is recommended for district level implementation and for initial budgeting.

• Horizontal well (bore) configuration that is less common may also be considered in lieu of a vertical well configuration but may require more site area than what is available for all schools. Additionally, horizontal drilling contractor availability could be limited.

• Building HVAC ground source heat pump system type: optimal system type must be assessed for each school. Either centralize or distributed depending on building condition and configuration.

Larger schools should consider 6-pipe central ground source heat pump with heat recovery.

• Ground source domestic hot water heat pumps.

• Provide conductivity test bore at each school for geo-field sizing.

Russel Elementary

• Centralized ground source heat pump system with a 2-pipe changeover system.

• New unit ventilators and new air handler units with MERV 13 filter. Note that MERV 13 filters are not available for water source heat pump unit ventilators.

• New unit ventilators should be provided with demand control ventilation and full air-side economization for each classroom.

• Air-to-air energy recovery (ER) and demand control ventilation (DCV) is recommended.

• Net-Zero Energy can be achieved with a 15,000 sf, 257 kW roof mounted PV array.

Performance Based on the natural gas and electricity utility bills from 2022 through 2023, the existing school has an EUI of 47 (kbtu/h/sf/year) which is below the national average EUI of 48.5 for existing K-12 schools. Over 65% of the building’s energy is natural gas that is primarily associated with building heating.

The school was assessed for cost effective building energy and carbon emission reduction strategies beyond the geoexchange upgrade including envelope, lighting and HVAC system measures. Of the available energy measures, demand control ventilation (DCV) and air-to-air energy recovery (ER) had the highest potential for energy cost effectiveness.

By upgrading the natural gas boiler and domestic hot water systems to ground source heat pumps, 49% energy reduction can be achieved. This is done by utilizing all electric geo heat pump technology that operates at efficiencies consistently above a 4 COP compared to the existing natural gas boiler efficiencies that operate at 85%-90% thermal efficiency. The geoexchange upgrade shifts from natural gas fossil fuel use to all electric. However, natural gas equivalent carbon emissions at 399 lb/MWh is less that PGE electricity equivalent carbon emissions of 759 lb/MWh and the resulting total building carbon emissions reduction potential is 27%.

Mechanical cooling will be available with the geoexchange upgrade. Additional cooling energy will be small with ground source heat pump cooling efficiency and will be offset by improved building HVAC systems such as EC fan motors replacing older constant volume unit ventilator fans.

Demand Control Ventilation (DCV)

The building’s existing high temperature heating water system will be required to be replaced with a new low temperature system to operate with ground source heat pumps that are limited to lower supply water temperatures. New unit ventilators that have dedicated outdoor air damper modulation are supplied with demand control ventilation (DCV) that can modulate outdoor air rates base on classroom space CO2 sensors. DCV will ensure ventilation requirements are provided while reducing outside air rates by 20% -

40% resulting in significant heating energy reduction. DCV could provide 5% additional energy reduction with the geoexchange upgrade.

Air-to-Air Energy Recovery (ER)

Increased ventilation rates for high occupant density classrooms results in high preheat outside air heating energy. Air-to-air energy recovers energy from the exhaust air stream to reduce the preheat energy by up to 80%. However, with extremely high geo system heating efficiency and ventilation air reduction through demand control ventilation, the cost savings is slightly lower than a standard efficiency heating building with an annual energy cost savings of less than $1,000 a year and a 3% annual energy reduction. By adding air-to-air energy recovery, the required geoexchange capacity is reduced by approximately 20%.

Renewables for Net-Zero Energy & Carbon Emission (PV)

The school’s EUI can be reduced from 47 to 22 with geoexchange systems and minor demand control ventilation upgrades. With this dramatic reduction in energy use the building is within reach of net-zero energy and emissions through renewable systems. With the school being a single-story building, the school has over 40,000 sf of roof area for a roof mounted PV array. Approximately 15,000 sf of PV array panel area is needed to offset 100% of the building energy.

Project Name Russell ES - NZE

Building Square Footage 44,232

Solar PV System Cost ($/W) 3.0

Basis of Design PV Module SPR-X21-470-COM

PV Module Wattage 470

Energy Production per Module (kWh/yr) 517

Module Area (sq. ft.) 23.3

Quantity 548

Solar PV Array Size (kW) 257

Min. Roof Area (sq. ft.) 12,760

Spacing Factor (1.2) (sq. ft.) 15,312

Total Energy Production (kWh/yr) 283,126

Estimated Cost $772,163

Figure 1: PV sizing for net-zero energy

Figure 2: Energy Savings

Figure 3: Emissions Reduction

Figure 4: Energy Cost Savings

Figure 5: CO2 equivalent emission rate by fuel consumption

Figure 6: Proposed EUI reduction

Month

Electric Use (kWh) @ 0.0882 $/kWh NG Use (therms) @ 1.10 $/therm

2022 2023 2-year Average1,3 2022 2023 2-year

Average

January 21,351 22,880 22,116 2,680 2,857 2,769

February 20,654 20,400 20,527 2,238 2,375 2,307

March 17,534 18,240 17,887 1,627 1,876 1,752

April 18,894 19,200 19,047 1,399 1,572 1,486

May 19,431 18,800 19,116 1,035 635 835

June 14,887 14,960 14,924 272 162 217

July 11,450 10,800 11,125 99 99 99

August 11,200 11,840 11,520 91 51 71

September 18,400 16,960 17,680 129 58 94

October 19,680 17,760 18,720 157 122 140

November 22,640 18,960 20,800 1,928 1,170 1,549

December 20,960 16,640 18,800 2,479 1,792 2,136

Annual Energy Usage

Annual Energy Usage 217,081 207,440 212,261 14,134 12,769 13,452

Annual Energy Usage (kBtu) 740,680 707,785 724,233 1,413,061 1,276,594 1,344,827

Total Energy Cost1 ($) $19,147 $18,296 $18,721 $15,547 $14,046 $14,797

Energy Performance of the Facility

Total Building Area 44,232

Total Energy Use (kBtu per year, based on 2-year Average)

2,069,060

Energy Use Intensity, EUI (kBtu/sqft/year) 47

Median EUI for Facility Type in the US2 48.5

1. Using industry average values of $0.0882/kWh and $1.10/therm.

2. Please refer to this link to obtain the Median EUI for various facility types -https://www.energystar.gov/buildings/facility-owners-and-managers/existing-buildings/use-portfolio-manager/understand-metrics/what-eui

Table 1: Historical Energy Use

Existing Condition Russell Elementary School was built in 1963 and consists of 1 level buildings with a total building area of

44,000 square feet. The existing building is served by a condensing boiler heating water system with equipment and piping replacement that occurred between 2011-2013. The classrooms are served by unit ventilators installed in original construction that are well past their useful life. Heat ventilators (HV-1 and

HV-2) serve the office area and cafeteria and are well past their useful life. There is no mechanical cooling at the school except for a new multi-purpose area with gym and classroom built in 2013. The multi-purpose addition cooling and heating is provided by an air-to-water source heat pump connected to a hydronic heated and cooled radiant slab.

All original windows were replaced with enhanced energy performance window systems. The envelope insulation appears to be of the original build in 1963. Wall and roof insulation is likely well below current energy code standards. Low insulation levels correlates to the relatively high heating energy that is over

50% of the buildings energy use.

Design

Geo-Field System

A new central closed-loop ground-coupled geoexchange system will serve the entire school except for the multi-purpose addition. The approximate geo-field cooling capacity is 80-tons and is sized to provide full heating capacity of the original school building. The direct buried ground loop is made up of high-density polyethylene (HDPE) tubing. Lateral headers feeding 10 vertical loops are connect to main geo piping at underground header vaults. Each lateral header loop is provided with isolation valves at the header vaults. Reverse-return pipe configuration used to auto balance individual vertical loops. Refer to

M1 for the geo-field configuration and 3/M5, 4/M5 for geo header vault and vertical well construction.

Vertical wells: 125 vertical wells, fully grouted, 320 feet deep, 20-foot spacing, 5-inch diameter bore with 1 inch HDPE pipe, target grout thermal conductivity of 1.0 Btu/(hr-ft-F). Refer to detail 4/M5.

Figure 7: Closed loop, vertical well geo-field with centralized ground source heat pump

Performance Criteria

• Geo-Field to meet full heating demand with a 25% safety factor.

• Conduct a site well conductivity test and size capacity and configuration based on soil performance parameters.

• Maintain full heating capacity for 30 years with field thermal drift.

• Final configuration and well depth based on well conductivity test.

Building HVAC System

Centralized Ground Source Heat Pump (Base System)

All existing heating ventilators (HV-1 and HV-1), unit ventilators and unit heaters are replaced with new 2-pipe coils that retains the same equipment type and function as existing. Existing heating water piping, heating water pumps and valving is demolished. One existing boilers and pump remain for backup heating. Existing exhaust and supply air distribution ductwork to remain.

A 4-pipe 100-ton modular water-to-water geoexchange heat pump located in the existing mechanical room provides heating water or chilled water to a 2-pipe change over loop. The change-over loop is connected to new 2-pipe coil unit ventilators, unit heater and AHU’s replacing like existing equipment. All new hydronic coils are sized for low heating water temperature of 120 deg F.

Change-over loop sized for a 12 deg F temperature difference. Pipping constructed with copper or schedule 40 black steel. Refer to floor plan drawings for pipe lengths. Refer to piping diagram for configuration. Total system flow: 250 gpm. Pumps with variable flow operation.

Geo field loop sized for a 10 deg F temperature difference. Indoor piping constructed with copper of configuration. Geo field loop provided with auxiliary hydronic equipment including expansion tank, air separator, pot feeder. Total system flow: 300 gpm. Pumps with variable flow operation.

A new water-to-water domestic hot water ground source heat pump located in the mechanical room supplies all the domestic hot water for the school.

Design Note:

A ground source heat pump system with a 2-pipe change-over system is used in instead of a 6-pipe ground source heat pump system (4-pipe fan coil) capable of simultaneous heating/cooling and heat recovery for Russell Elementary for the following reasons:

• A 6-pipe system increases operation complexity and equipment sequencing failure.

• The building has a low simultaneous heating and cooling load for heat recovery that does not justify the added equipment cost.

• Unit ventilators and AHUs are equipped with full air-side economization that can provide cooling during change-over seasons when both heating and cooling is required.

• 6-pipe system installed cost for piping is significantly higher because it requires both a heating water and chilled water loop compared to just one building loop for a 2-pipe change-over system.

Performance Criteria

• Unit ventilators o 2-pipe change-over coil.

o MERV 13 filters o ECM fans o Low sound equipment o Air-side economizers o CO2 demand control ventilation with outside air damper modulation.

• Hydronic coil sized for change-over 2-pipe operation for heating and cooling. Heating coil operation sized for 120 deg F supply temperature.

• Heating Ventilators (replacing HV-1 and HV-2) o 2-pipe change-over coil.

o MERV 13 filters o ECM fans o Air-side economizers

• Centralized Ground Source Heat Pumps o 4-pipe, heating or cooling mode o Low GWP refrigerant – R454B o VFD compressor o Modular configuration with scroll compressors

Major Equipment

Equipment Type Manufacturer Quantity Capacity Description

Unit Ventilator: 2-pipe coil (UV) Trane -VUV 125 22 1250 cfm 2-pipe coil, floor mounted

Unit Ventilator: 2-pipe coil (UV) Trane -VUV 075 12 750 cfm 2-pipe coil, floor mounted

Consule: (UH) Trane -Unitrane 6 500 cfm 2-pipe coil, floor mounted

Indoor AHU (HV-1) --- 1 8000 cfm 2-pipe coil, indoor

Indoor AHU (HV-2) --- 1 4000 cfm 2-pipe coil, indoor

Base Mounted Pump --- 2 7.5 HP Geo/Condenser water pump

Base Mounted Pump --- 2 5 HP Primary building pump

Modular Ground Source HP Climacool -

UWTS50A (2) 1 100 ton Two 50 ton banked modules

Domestic Hot Water Heat Pump Aegis W - 250 1

199 MBH

output

CO2 (R744) water source DHW heat pump

Table 3: Major equipment for cost estimation

Alternate #1 – Distributed Water Source Heat Pump

This alternate replaces the Centralized Ground Source Heat Pump (Base System).

Benefits:

• Simultaneous heating/cooling

• Condenser loop energy recovery

• Potential lower cost

• Simple operation

• Distributed compressor results in minimal impact with compressor failure compared to centralized heat pump system

Drawbacks:

• MERV 13 filtration is not available with water-source heat pump unit ventilators

• Potentially higher sound levels with compressor operation in unit ventilators.

• Higher maintenance with multiple compressors

The building side systems connected to the geo-field system consists of geo/condenser water loop sized for a 10 deg F temperature difference. Indoor pipping constructed with copper or schedule 40 black steel.

Refer to floor plan drawings for pipe lengths. Refer to piping diagram for configuration. Geo/condenser water loop provided with auxiliary hydronic equipment including expansion tank, air separator, pot feeder.

Total system flow 300 gpm. Pumps with variable flow operation.

• Unit Ventilators o Water-Source Heat Pumps o ECM Fans o Low-Sound Equipment o Air-Side Economizers o CO2 demand control ventilation with outside air damper modulation.

• Heating Ventilators (replacing HV-1 and HV-2) o Water-Source Heat Pumps o 2-Pipe Change-Over Coil.

o MERV 13 Filters o ECM Fans o Air-Side Economizers

Major Equipment

Equipment Type Manufacturer Quantity Capacity Description

Unit Ventilator: WSHP (UV) Daikin - GRQ 040 22 1250 cfm Water-source HP inverter compressor, floor mounted

Unit Ventilator: WSHP (UV) Daikin - GRQ 024 12 750 cfm Water-source HP inverter compressor, floor mounted

Consule: WSHP (UH) Daikin - Infinity Consule 6 500 cfm

Water-source HP inverter compressor, floor mounted

Indoor AHU - WSHP (HV-1) Daikin - Infinity LVW 1 20 tons

Water-source HP, Vertical, Indoor

Indoor AHU - WSHP (HV-2) Daikin - Infinity LVW 1 10 tons Vertical, Indoor

Base Mounted Pump --- 2 7.5 HP Geo/Condenser water pump

Domestic Hot Water Heat Pump Aegis W - 250 1

199 MBH

output

CO2 (R744) water-source DHW heat pump

Table 3: Alternate #1 - Major equipment for cost estimation

Air-to-Air Energy Recovery Ventilators (ER)

Energy recovery ventilators serve the north and south classrooms. Units are provided with high sensible and latent efficiency so that post energy recovery heat is not required. Ventilators are sized to provide 2/3 of the required ventilation rate in the classrooms. Unit ventilator with demand control ventilation will open normally closed outside air damper when space CO2 concentration exceeds an upper limit. Refer to

M4 for configuration and equipment criteria.

• Energy Recover Ventilators o Post energy recovery core electric heat o ECM Fans o Energy core with sensible efficiency above 80%

Cost Estimates Cost estimation for building HVAC system should utilize the provided design narrative, equipment list and concept drawings. Two options are presented for the building HVAC system. The base system with central ground source heat pump is the recommended base option. Alternate #1 – Distributed Water

Source Heat Pump is provided for alternative pricing comparison. The air-to-air energy recovery system is independent of the building base system and alternate and can be added to either option.

Geo-Field:

• (100) 320 ft vertical well: $960,000

• Lateral header piping: $110,000

• (1) Header vault: $80,000

• Total Cost: $1,150,000

Geo-Field cost estimates are based on previous project cost averages and are not intended to be used for final budgetary purposes. A cost estimate from a geoexchange contractor is recommended.

The cost for the geo-field is highly influenced by the required heating capacity for the geo-field and the ground thermal properties. Ground thermal properties derived from a well conductivity test nor peak heating loads were available for capacity sizing. For this study the block heating load was estimated based on the existing heating water plant capacity and the building size and compared with the estimated block cooling load. The geo-field sizing was based on lower performance ground properties with the intention to reflect the higher range of required geo-field size. With additional analysis and test data the geo-field sizing and configuration can be further refined with the potential to reduce overall size. Additional geo-field analysis is required for construction level design as follows:

• Heating and cooling load analysis through metered data or modeled load analysis.

• Well conductivity test.

• Geo-field performance simulation with measured ground properties and building load data.

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Appendix A – Concept Drawings

AeccDbCogoPoint (AeccLand80)

AeccDbCogoPoint (AeccLand80) AeccDbCogoPoint (AeccLand80)

AeccDbCogoPoint (AeccLand80)

AeccDbCogoPoint (AeccLand80) AeccDbCogoPoint (AeccLand80)

AeccDbCogoPoint (AeccLand80)

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AutoCAD SHX Text W/D http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com http://www.ArchT.com AutoCAD SHX Text mw

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jesusr PolyLine jesusr PolyLine jesusr Callout HDPE reverse return piping extending from main header in vault to vertical bore loops, typical 13.

jesusr Callout HDPE direct buried geo reverse and return mains.

jesusr Callout Geo-exchange header below grade vault. Refer to detail 3/M5.

jesusr Rectangle jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Ellipse jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Line jesusr Rectangle jesusr PolyLine jesusr PolyLine jesusr PolyLine jesusr PolyLine jesusr PolyLine jesusr Typewritten Text Vertical Well, Closed Loop Geo-Field

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jesusr Callout New water-source heat pump AHU replacing HV-1.

jesusr Callout New 2-pipe changeover coil unit ventilator, typical all classrooms.

jesusr Callout New 2-pipe change-over heating/chilled water piping replaces heating water piping routed in underfloor trench extending the entire perimeter.

jesusr Image jesusr Snapshot jesusr Typewritten Text Modular Ground Source Heat Pump ClimaCool - UWTS50A (2) jesusr Rectangle Sketch to Scale

128.44 sf jesusr Rectangle jesusr Callout Existing Boiler jesusr Callout Modular water source heat pump jesusr Typewritten Text Base System - Centralized Ground Source Heat Pump Refer to piping diagram 1/M5 jesusr Callout New geo/condenser water pumps.

jesusr Ellipse jesusr Line jesusr Line jesusr Line jesusr Ellipse jesusr Line jesusr Line jesusr Line jesusr Callout New changeover primary pumps jesusr Ellipse jesusr Line jesusr Line jesusr Line jesusr Ellipse jesusr Line jesusr Line jesusr Line

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jesusr Callout New water-source heat pump AHU replacing HV-1.

jesusr Callout New water-source heat pump unit ventilator replacing existing 2-pipe unit ventilators, typical all classrooms.

jesusr Stamp jesusr Callout New condenser water piping replaces heating water piping routed in underfloor trench extending the entire perimeter.

jesusr Typewritten Text Unit Ventilator Water Source Heat Pump jesusr Rectangle jesusr Arrow jesusr Arrow jesusr Typewritten Text Alternate #1 - Distributed Ground Source Heat Pump Refer to piping diagram 2/M5 jesusr Callout New geo/condenser water pumps.

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This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Jul 10, 2026.