Lodi Unified School District Lighting and HVAC System Replacement RFP 8150-5830-920-86 - 2026
Lodi UnifiedSchool · Lodi, CA- Due
- Jul 15, 2026
- Deadline passed
- Posted
- Jul 15, 2026
- Primary contact
- Information & Energy Services, Inc.
- (760) 908-6321
The 30-second brief
Lodi Unified School District (LUSD) is soliciting proposals for a district-wide Lighting Retrofit and HVAC Replacement Project, funded through PG&E's On-Bill Financing (OBF) program. The scope includes interior lighting at 12 schools, exterior lighting at 9 schools, HVAC replacements at up to 8 schools, and smart thermostat installations (Pelican Wireless TC-3) at 8 schools. Contractors must be PG&E Certified Trade Professionals and are responsible for OBF application materials. Specific tasks include replacing 4' tubes, drivers, and fixtures with LED (4000 Kelvin standard), and replacing packaged HVAC units (2.0 to 7.5 tons) from manufacturers like Carrier, Lennox, York, or Trane. Evaluation is based on a scoring matrix including efficiency and value. Proposals must include all warranties, as-built drawings for units 7.5-tons or larger, and post-install photos.
Wavier of lien, Warranties and guarantees, As-built drawings for HVAC replacements 7.5-tons or greater, Post-install photos for OBF compliance
Highest-scoring proposer based on scoring matrix in Section 12, acceptability, efficiency, value
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Summary
Lodi Unified School District (LUSD) is soliciting proposals for a district-wide Lighting Retrofit and HVAC Replacement Project, funded through PG&E's On-Bill Financing (OBF) program.
The scope includes interior lighting at 12 schools, exterior lighting at 9 schools, HVAC replacements at up to 8 schools, and smart thermostat installations (Pelican Wireless TC-3) at 8 schools. Contractors must be PG&E Certified Trade Professionals and are responsible for OBF application materials. Specific tasks include replacing 4' tubes, drivers, and fixtures with LED (4000 Kelvin standard), and replacing packaged HVAC units (2.0 to 7.5 tons) from manufacturers like Carrier, Lennox, York, or Trane. Evaluation is based on a scoring matrix including efficiency and value. Proposals must include all warranties, as-built drawings for units 7.5-tons or larger, and post-install photos.
EVALUATION CRITERIA
4- Highest-scoring proposer based on scoring matrix in Section 12
- Acceptability
- Efficiency
- Value
REQUIRED DELIVERABLES
4- Wavier of lien
- Warranties and guarantees
- As-built drawings for HVAC replacements 7.5-tons or greater
- Post-install photos for OBF compliance
REQUIRED ATTACHMENTS
Exhibit A-1 Scope of Work Details Table, Attachment 1 - Scope of Work
- Scope location
- Lodi, CA
- Reported agency
- Lodi Unified School District
Questions about this RFP
How do I respond to this RFP from Lodi Unified?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 15, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Information & Energy Services, Inc..
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Lodi Unified in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Information & Energy Services, Inc. at (760) 908-6321. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Wavier of lien, Warranties and guarantees, As-built drawings for HVAC replacements 7.5-tons or greater, Post-install photos for OBF compliance. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Highest-scoring proposer based on scoring matrix in Section 12, acceptability, efficiency, value" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Lodi Unified?
All active and historical solicitations from Lodi Unified are tracked and searchable. As a school agency, Lodi Unified regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Exhibit A-1 Scope of Work Details Table, Attachment 1 - Scope of Work. Review the full document from Lodi Unified for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Lodi, CA. Review the full solicitation for detailed scope requirements.