HVAC Pilot Property Assessments, Residential

Sacramento Housing and Redevelopment Agency (SHRA) is seeking qualified consulting firms to submit proposals for conducting a Property Condition Assessment and developing a Capital Improvement Plan for HVAC systems across all SHRA‑owned and managed residential properties. This project will support long‑term asset management, capital planning, and preventive maintenance. Final assessments and reports must be organized in formats that allow SHRA to distribute results easily by region.

SHRA owns over 2,000 public housing rental units across the City and County of Sacramento, spanning a diverse mix of single‑family homes, duplexes, townhomes, and apartment buildings of varying sizes and configurations. To ensure the HVAC systems serving this broad residential portfolio operate safely, efficiently, and reliably, a comprehensive, portfolio‑wide assessment is required.

This assessment will:

• Document the current state of HVAC equipment.
• Identify systems in need of repair, replacement, or upgrade.
• Provide a 10-year roadmap for future capital investments.
• Prepare the agencies to engage HVAC vendors for ongoing preventive maintenance services.

Many properties within the portfolio are legacy assets with varying availability of historical mechanical records. The Consultant shall be prepared to perform independent assessments if records or documentation are not available. Such assessments shall be conducted within industry standard frameworks, and in compliance with any Federal, State, Local, or other legislative requirements.