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

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

Section I: Defining the Commissioning Scope of Work

When Will Commissioning Start – Project Conception – Design Phase – Construction Phase – Post-Occupancy

Select Systems To Be Commissioned –

Mechanical:

Protection HVAC, Controls, Plumbing, Fire –

Electrical:

Switchgear, Transformers, DPB, Lighting, Standby Power –

Specialty Systems:

Fire Alarm, Security, Telecom / Data, Curtain Wall, Thermal Envelope, Renewable Energy, Rainwater Harvesting, etc.

–

C

omputerized

M

aintenance

M

anagement

S

ystem

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

Section II: Request for Qualifications

Who is the solicitation open to?

– Third Party Independent Commissioning Firms – Architect / Engineering Team – Construction Management Team

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

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

Section III: Request for Proposals

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

• 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

Section IV: Selecting the Right Provider

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

Section V: Integrating Cx into the Project

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

Section VI: Questions……