HVAC and Life-Cycle Replacement Assessment Services

Wake County Public Schools is requesting proposals for HVAC and life-cycle replacement assessment services under RFP 251-27-155, with proposals due October 1, 2026 at 1:00 PM ET via the North Carolina eVP portal and a pre-proposal conference on September 23 at 10:00 AM in Raleigh. The district seeks a qualified firm to develop a comprehensive three-to-five-year plan translating current asset conditions, remaining useful life, operational risks, and available funding into a prioritized, costed, and executable 35-year replacement and improvement program—scope that extends well beyond a facilities condition assessment or long-range report.

The assessment must cover HVAC units, rooftop units, chillers, boilers, air-handling units, electrical distribution equipment, emergency generators, domestic water systems, roofing, building envelope, and fire/life-safety systems across the district's portfolio. Core deliverables include districtwide HVAC and asset inventory; condition and remaining useful life assessment; risk-based prioritization methodology; detailed three-to-five-year replacement plan with cost estimates by year and facility; life-cycle cost analysis; five-year financial roadmap; project packaging recommendations; maintenance improvement plans; and standard operating procedures manual. Optional deliverables include implementation and operational management services.

The contract term is one year from execution. Evaluation uses a best-value procurement method weighted as follows: understanding of HVAC/life-cycle challenges (15%), planning methodology quality (20%), K-12 portfolio experience (15%), asset prioritization methodology (10%), life-cycle cost and financial planning (10%), implementation/project execution capability (10%), maintenance improvement capability (5%), daily operations management capability (5%), proposed team qualifications (5%), and cost/price (5%).

Vendors must be registered with the North Carolina Secretary of State, carry minimum $1,000,000 professional liability insurance, and comply with E-Verify requirements. At least three references demonstrating similar services are required. Written questions are due September 24 by 1:00 PM, with responses by September 28.