Contracting for Commissioning Services

1. Contracting for Commissioning Services A Priority for Facility Owner’s and Program Managers Matt Ferreira, CxA, LEED AP October 14, 2008

2. Establishing The Requirement • Owner’s Policy • Internal Quality Assurance Program • Green Buildings – LEED™ Certification • Federal Facility Requirement • State / County / Municipality Code

3. Section I: Defining the Commissioning Scope of Work

4. When Will Commissioning Start • Project Conception • Design Phase • Construction Phase • Post-Occupancy

5. Select Systems To Be Commissioned • Mechanical: HVAC, Controls, Plumbing, Fire Protection • Electrical: Switchgear, Transformers, DPB, Lighting, Standby Power • Specialty Systems: Fire Alarm, Security, Telecom / Data, Curtain Wall, Thermal Envelope, Renewable Energy, Rainwater Harvesting, etc. • Computerized Maintenance Management System

6. Factors to Consider When Budgeting • Systems Selected to be Commissioned • Level of Commissioning Rigor • Total Construction Costs • Geographical Region

7. Section II: Request for Qualifications

8. Who is the solicitation open to? • Third Party Independent Commissioning Firms • Architect / Engineering Team • Construction Management Team

9. Announcing the Solicitation • Owner’s Procurement Department, i.e. Design and Construction RFQ/RFP website • Association Websites, Newsletters • Existing Industry Relationships

10. Owner Desired Qualifications • Experience Commissioning Comparable Projects • Direct Experience Writing Commissioning Work Products • Other Valuable Experiences: Designer, CM, Operator, Project Manager • Association Membership and Certification

11. Section III: Request for Proposals

12. How Will Commissioning Be Procured • Just Design Phase • Design w/ Option for Construction • Design Thru Construction • Design Thru Post-Occupancy*

13. Receiving Quality Proposals • Requires Owner Provided Project Details • Location, Size, Building Type, Schedule, Construction Costs, LEED™ Certification • Systems To Be Commissioned • Terms and Conditions • Answering Questions / Pre-proposal Meetings • Limit The Size of Proposal • Emphasis on Key Individuals and Approach

14. Section IV: Selecting the Right Provider

15. Shortlist and Interviews • Top Three Firms • Notification • Conducting Interviews • Key Individuals, Location, Questions • Making The Selection • Rating System

16. Section V: Integrating Cx into the Project

17. Owner’s Team Meeting • Introduce Owner’s Project Team • Discuss Project Goals • Cover Administrative Details, Procedures, Access Requirements • Document Expectations

18. Section VI: Questions……