Prepared by Cadence Consulting on behalf of the Lake Country School District.

Request for Proposal

Mechanical Systems Friday, October 17, 2025

Lake Country School District

1800 Vettelson Road, Hartland, WI 53029

Proposals are due by: Monday, November 17, 2025.

A digital proposal copy is to be submitted via email to Jordan Steger, Director of Buildings and Grounds – Lake Country School

District (stegerj@mylakecountryschool.org). Any submittals are subject to the terms and conditions contained herein and will become the property of the Lake Country School District. The district retains the right to accept, or reject, any submittal received after the above deadline, and/or, that does not comply with the requested format or content.

Scope of Proposal

The Lake Country School District seeks a construction partner to complete a capital improvement projects as part of a district-wide infrastructure improvements effort. These investments are associated with the April 2024 capital referendum. The District intends to partner with a single prime contractor who would be responsible for all associated scope, trades, and subcontractors related to the project below. The vendor would be responsible for all local approvals and project-related permitting. Project construction and possible phasing to be coordinated closely with the district in alignment with the school schedule, and campus activities.

Interested contractors to submit an itemized cost proposal for projects described below, and include preliminary timeline for construction. Proposals should be inclusive of all fees, materials, labor, services, rentals, ect. to complete the work as outlined.

The district has provided a project narrative which outlines project scope to the best of the district’s current direction. Vendor is required to submit for any additional information, or clarifications, needed; and should provide a detailed proposal outlining all assumptions. Submitted costs proposals expected to become the basis for budget establishment with the selected partner supporting the district in refining the design scope and establishing a final contract value.

Project Narrative

Project Schedule:

- Contract Award: December 2025

- Planning and Procurement: January – May 2026

Note: District Spring Break: March 30 – April 3 2026

- Commence Construction: June 8, 2026

- Construction Completion: August 2026

Project Scope:

1. Exhibit A – Scope Narrative

Proposal Submittal Requirements

Requests for Clarification: All questions, or needed clarifications should be directed to Jordan Steger, Director of Buildings and

Grounds – Lake Country School District (stegerj@mylakecountryschool.org) in writing via email. Questions will be gathered with formal responses being issued to all interested parties. The deadline for submitted questions is: 5:00pm on Wednesday, November 5, 2025.

Pre-proposal Conference: Friday, October 24. Enter at Door A. The District will conduct a brief RFP overview, answer any preliminary questions, and conclude with a building / site tour as needed. This will be the only opportunity to access the site within the RFP timeframe, attendance is highly encouraged.

- 9:00am: Doors and Windows & Site Improvements

- 10:30am: Mechanical Systems

Submittal: A digital proposal copy is to be submitted via email to Jordan Steger, Director of Buildings and Grounds – Lake

Country School District (stegerj@mylakecountryschool.org) by 3:00pm on Monday, November 17, 2025. Submitting Vendors are required to complete the attached Bid Form as a summary of their final proposal; and are encouraged to supplement this with any additional materials needed to outline a complete proposal.

mailto:stegerj@mylakecountryschool.org mailto:stegerj@mylakecountryschool.org

Bid Form | Mechanical Systems

Referendum Project Scope

Bids Due: Monday, November 17, 2025

To: Lake Country School District

Attention: Jordan Steger, Director of Buildings and Ground

Name of Corporation, Partnership, Sole Owner of ________________________________________________________________________

Street City Zip Phone hereby agree(s) to execute proposed contract and to furnish all labor and materials required for the construction of the project designed above for the prices set forth below, in accordance with the construction bid documents supplied.

Base Bid:

1. VAV Box Replacement: $____________________________

2. Air Handling Units 2 & 3:

Replace with dedicate Chilled Water Supply: $____________________________

Replace and Relocate: $____________________________

Refurbish and add Chilled Water Supply: $____________________________

3. Air Cooled Chiller Replacement: $____________________________

4. IT/Rooftop Unit for Server Room: $____________________________

5. DDC Controls: $____________________________

6. Well System Pressure Tank Replacement: $____________________________

7. Water Softening System Replacement: $____________________________

8. Hot Water Heater Replacement: $____________________________

Alternates:

1. Rooftop Freezer and Cooler Refrigeration System Replacement:

2. Air Handling Units Variable Frequency Drives (VFD) Replacement:

3. Ho Bypass Feeder Replacement: $____________________________

The undersigned acknowledges having visited the project site, become familiar with existing conditions and having attended the Pre-bid Conference. If awarded the contract, the undersigned agrees to commence work upon receipt of Owner’s written ‘Notice to Proceed’ or award of Contract.

Signature:

Firm Name: _______________________________

Signature: _______________________________

Title: _______________________________

Date: _______________________________

Exhibit A – Scope Narrative | Mechanical Systems Friday, October 17, 2025

1800 Vettelson Road, Hartland, WI 53029

Scope Disclaimer

The scope summary provided herein is intended to serve as a foundational framework for the overall project scope. It is the vendor’s responsibility to develop and deliver solutions that are fully compliant with applicable codes and regulations, thoughtfully coordinated with all relevant building systems and components, and designed to be both cost-effective and durable over the long term. The vendor is expected to proactively seek any necessary clarifications to ensure a complete and integrated solution that aligns with project objectives and stakeholder expectations.

Scope Narrative

1. Variable Air Volume (VAV) Box Replacement: Replace all existing VAV boxes building-wide. Scope to include any associated ductwork replacement needed, relocation of boxes from in-classrooms (where applicable) to hallways, and relocation of boxes that are blocked by current location in the ceiling.

2. Replacement/Relocation/Refurbishment of Air Handling Units 2 and 3: Firm to review and provide recommendations and associated costs with -n-ceiling air handling units dedicated to the upper gymnasium to be:

a. Replaced with a dedicated chilled water supply line

b. Replaced and relocated to a new area

c. Refurbished and have an added chilled water line

d. Add Demand Controlled Ventilation on the Gym Air Handling Units

3. Air Cooled Chiller Replacement: Replace the existing water cooled chiller and cooling tower with a new high efficiency air cooled chiller located where the cooling tower currently is located. Includes a new concrete pad and acoustical wall around the chiller. Include new fencing/demolition of existing fencing to enclose the new chiller. Include any associated pumps dedicated to the chiller.

4. IT/Rooftop Unit for Server Room: Replace the unit with a new unit with new roof mounted condensing unit.

a. Replace the unit/fan motor currently above the room in the mezzanine with an in ceiling option/in mezzanine option.

5. DDC Controls: Install a complete new DDC system with new "Front End", all new controllers and new end devices on all HVAC equipment. This includes all current equipment that will not be replaced and/or will be refurbished including: air handling units, boiler, exhaust fans, and any other mechanical equipment on the campus.

6. Well System Pressure Tank Replacement: Replace the existing steel tank with bladder tanks and variable frequency drive pumps.

7. Water Softening System Replacement: Replace the water softening system with a new high performance water softening system.

8. Hot Water Heater Replacement: Replace the domestic water heaters with (2) high efficiency water heaters, including recirculation pump for hot water demand.

Alternates:

1. Rooftop Freezer and Cooler Refrigeration System Replacement: Replacement of the existing rooftop freezer and cooler refrigeration system, including the interior fan units and controls.

2. Air Handling Units Variable Frequency Drives (VFD) Replacement: Replacement of the existing air handling units VFD (AHUs 1, 4, 5, 6, and 7).

3. Bypass Feeder Replacement: Replace existing bypass feeders for closed loop system.