Project Information

Bid Title

Audit, Design and Construction of District-Wide Energy Conservation Measures

Issuing Agency

Carlsbad Unified School District

Location

California

Published Date

May 8, 2026

Closing Date

May 29, 2026

Government Level

State & Local

Status

Closed

Ref. #

RFQ 17-2526

Original Source

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Bid Documents

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Project Description

Bid / RFQP No.	Description	Type	Docs Available	Submission Deadline
RFQ 17-2526	Audit, Design and Construction of District-Wide Energy Conservation Measures	RFQ		May 29, 2026 2:00pm

Attachment Preview

Request for Qualifications 17-2526

For

Audit, Design and Construction of District-

Wide Energy Conservation Measures

RFQ Release Date

May 7, 2026

Submission Deadline

May 29, 2026 @ 2:00pm (PST)

REQUEST FOR QUALIFICATIONS

FOR AUDIT, DESIGN AND CONSTRUCTION OF DISTRICT-

WIDE ENERGY CONSERVATION MEASURES

Carlsbad Unified School District

6225 El Camino Real

Carlsbad, CA 92009

May 7, 2026

Carlsbad Unified School District (“District”) is requesting statements of qualifications (“SOQ(s)”) from qualified entities

(“Firm(s)”) to design and implement an energy efficiency program and to design, engineer, procure, install, construct,

program, field test, and commission energy conservation measures (“ECM(s)”) at District site(s) as needed by the District

(“Project(s)”).

FIRMS THAT INTEND TO SUBMIT A RESPONSE MUST MEET THE FOLLOWING CRITERIA:

Licensure. Hold a Types A and B + C-4, 10, 20 and 36 Contractors Licenses, which is current, valid, and

in good standing with the California Contractor’s State License Board.

Location. The Firm can be located anywhere, but it must maintain a staffed office within 100 miles of the District.

Bonding. Have sufficient bonding capacity to provide a payment bond and performance bond with the Firm as

the principal and the District as the obligee.

Submittal. Interested Firms are invited to submit their response electronically via the District’s PlanetBids portal:

https://vendors.planetbids.com/portal/80752/bo/bo-detail/141850. No hard copy submissions will be accepted.

Response Deadline. All Responses must be received on or before 2 pm PST, May 29, 2026.

Questions. Questions regarding this request for qualifications (“RFQ”) may be directed via the PlanetBids RFQ

17-2526 portal. Firms are directed to not contact any other person with inquiries regarding this RFQ. All questions must be

submitted by 2 pm PST, May 21, 2026.

SCHEDULE

Date

May 7, 2026

May 21, 2026

May 29, 2026

June 3, 2026

June 24, 2026

Event

RFQ Issued

Deadlines for questions and information requests

RFQ Due Date

Interviews (as needed)

Proposed Board Approval

The District reserves the right to reject any or all RFQ responses, in whole or in part, and to waive any irregularities or

informalities. The selection of one or more firms/ individuals will be solely at the discretion of the DISTRICT. The DISTRICT

reserves the right to negotiate contract fees, terms, and conditions and to terminate such negotiations at any time, and to

not enter into a contract with any or all RFQ responders.

1. General Information / Instructions for Response.

1.1. Statutory Structure. The District may, at its discretion and pursuant to applicable law(s), award a contract to

the selected Firm per Government Code section 4525, et seq. (the professional services statute),

Government Code section 53060, et seq. (the special services statute), Government Code section 4217.10, et

seq. (the energy efficiency statute), Education Code section 17250.10 et seq. (the design-build statute),

Government Code section 4525, et seq. (the architectural or engineering services procurement statute), or

Public Contract Code section 20111 (the general procurement statute for school districts).

1.2. Project Scope & Stages. The District intends to structure the Project in three (3) stages (“Stage(s)”),

as indicated below.

● During the Investment Grade Energy Audit Stage, the awarded Firm will perform the services stated in

Attachment 1 to this RFQ, propose and estimate the cost of energy efficiency measures (“ECM(s)”),

and the District shall select the ECMs to be designed and constructed in its sole discretion.

● During the Design Services Stage, the awarded Firm will design the ECM(s) selected by the District.

● During the Construction Services Stage, the awarded Firm will construct the designed ECM(s).

The District intends to issue at least three Notices to Proceed, one for each Stage for each District site/ECM or a

group of sites/ECM(s). The District does not guarantee the award of any Stage for any site. The District

reserves the right to select all sites/ECM(s), some sites/ECM(s), or no sites/ECM(s) and can revise those Stages

at any time, with the compensation adjusted accordingly. The Project Scope and Stages are further detailed in

Exhibit A to the Form of Contract, attached to this RFQ as Attachment 3.

1.3. Exhibits. The following Exhibits are incorporated into this RFQ and each Firm should review and utilize each,

as indicated.

Attachment

Title

Attachment 1

Project Description and Site Details

Attachment 2

Minimum Technical Specifications

1.4. Submittal Requirements. Firms must have demonstrated technical and managerial capability across a broad

range of energy, analysis, design, construction, funding, operations, reporting, and monitoring services. To be

considered for this Project, the Firm’s submitted responses must demonstrate:

● A proven record of on-time and on-budget performance.

● Experience with HVAC application & installation along with other state and federal grant and

agency experience.

● Experience with other conservation and renewable generation services, including associated

funding alternatives.

● The District prefers firms that are NAESCO Accredited Energy Service Companies (ESCOs). Firms not holding

NAESCO accreditation may qualify as an Energy Services Provider (ESP) if they demonstrate:

● successful completion of comparable energy conservation projects,

● financial capability,

● measurement and verification experience,

● and technical expertise in ECM implementation.

● That the Firm has an excellent safety record.

● The Firm should identify key personnel assigned to the project, including California-licensed engineers

and/or certified energy professionals, and describe their qualifications and availability.

● The Firm has sufficient experience with Government Code 4217.10 et. al.

● That the Firm holds valid California Contractor License(s) to provide the required services (list license

number[s] held by the firm).

● That the Firm can provide ongoing energy management services, including energy production and cost

baseline and trending over years, site energy usage, and all metered utilities and billing information in-

house with interactive online dashboards accessible to the District at ALL times.

The District reserves the right to investigate the qualifications of all Firms under consideration and to confirm

any part of the information furnished, or to require other evidence of managerial, financial, or technical

capabilities that are considered necessary for the successful performance of the possible energy design-build

services.

2. Content of Response. Firm’s Response must have each page numbered, not exceed twenty-five pages (excluding the

Letter of Interest / Executive Summary and Table of Contents, or Attachments 1, 2 and 3), and must include the

following information, using the following outline structure, except as may be otherwise directed:

2.1. Letter of Interest / Executive Summary. A dated one-page Letter of Interest / Executive Summary that

includes the legal name of the Firm, address, telephone, email address and the name, title, and signature of

the person(s) authorized to submit the Response on behalf of the Firm. The Executive Summary should include

a brief summary of Firm’s qualifications, its approach to all scopes of work, and a brief summary of Firm’s

experience with energy conservation projects and related other projects.

2.2. License Information. Provide the Firm’s Contractor’s Licenses (REQUIRED) and its engineer and/or architect

license numbers, including the specific discipline of those license(s).

2.3. Local Office. Provide the physical address of your local office nearest to the District, your main office if

different, and other relevant resources of your Firm.

2.4. Student Engagement. The District encourages proposers to identify opportunities for student engagement

and educational enrichment related to the proposed energy conservation measures, including support for

STEM, sustainability, workforce development, or career technical education programs, where feasible and

appropriate.

2.5. Personnel & Team Members.

● Personnel. Include resumes of key personnel who would likely be assigned to the Project, including design

professionals, whether employees or employees of subconsultants. Specifically define the role of each

person and outline his or her individual experience and responsibilities. Indicate the name of the person(s)

who would serve as the primary contact(s) for the District. If the Firm would utilize resources from more

than one office, indicate office locations and how the work would be coordinated.

● Describe the experience and qualifications of your measurement and verification team.

● Other Proposed Team Members. In addition to Firm’s personnel, identify team members, other

firms, funding partners, or similar entities Firm may request to be part of the Project.

2.6. Firm Information. Provide a comprehensive description of the Firm. The description should include the

following:

● History. Provide a brief history of Firm, and, if a joint venture, of each participating entity. Identify legal

form, ownership, and senior officials of company(ies). Describe number of years in business and types of

business conducted and locations of Firm’s California offices.

● Indicate ability and experience with the application processes, qualification requirements and financing

for energy conservation-related projects.

● Accreditation. Indicate if the Firm is accredited by the National Association of Energy Services Companies

as an Energy Services Provider or Energy Services Company and any other applicable accreditations

enhancing the Firm’s ability to provide the services to the District for the Project.

● Litigation. Indicate all litigation the Firm has been involved in within the past seven years, or that is

current and/or pending, associated with any design, construction, performance, savings performance,

measurement and verification (M&V) or related actions associated with any Firm energy savings

contract or specifically related to an Investment Grade Audit (IGA) agreement with a private or public

owner.Include all claims from the California Department of Industrial Relations or any of its divisions.

● Safety.

2.6.1. Please provide the Firm’s Experience Modification Rate (EMR) for California over each of

the last five (5) years.

2.6.2.

Please provide any reportable Occupational Safety and Health Administration (OSHA)

incidents (these incidents included severe injuries and death) over each of the last five

years and a description, including those of any subcontractors used on any projects where

the Firm was the prime contractor.

2.7. Past Projects (Firm’s Experience).

● Provide the following information for ALL projects Firm completed or is currently performing for public

school districts that were turn-key energy services for ECM(s) during the past 3 years. You may limit your

response to the Ten MOST-RECENT projects.

PERFORMANCE

PLEASE IDENTIFY WHICH OF THE LISTED PROJECTS INCLUDED VERIFIED SAVINGS

Project name/identification:

Project address/location:

Project owner, contact person, and telephone:

If Firm was not the designer, name the project architect and telephone number:

If Firm was a subcontractor, name of general contractor and telephone number:

Scope of work:

Original completion date:

Date completed:

Initial contract value (as of time of bid award):

Final contract value:

Details of verified savings performance:

Other project information:

● Provide a detailed project history of any California public sector project(s), which was terminated by

the customer over the past five years. Include the following:

2.6..1. Customer’s name, address, telephone number, and contact person.

2.6..2. Provide a summary and current status of the issue.

● Provide two (2) Letters of Reference from California public-sector clients within the last three years.

2.8. Project Approach

● Provide a description of the Firm’s approach to performing energy audits and identifying

improvement measures.

● Describe the Firm’s expertise in applying/securing funding for energy

conservation/efficiency/generation infrastructure improvements for California K-12 clients.

● Provide a description of the Firm’s approach to managing K-12 projects and procedures for

minimizing occupant disruptions.

● Describe how the Firm ensures construction deadlines are met.

● Describe the steps taken by the Firm during and after the development process to ensure

successful project implementation.

● Describe the Firm’s service, maintenance, and warranty for projects.

● Describe any training programs available for District employees.

2.9. Savings and Energy Management

Commodity Codes

• NAICS 236220Commercial and Institutional Building Construction
• NAICS 541330Engineering Services
• NAICS 541690Other Scientific and Technical Consulting Services

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