Transcript (Download) - AABC Commissioning Group

EFFECTIVE
COMMISSIONING
PROPOSALS
Presented To:
High Performance Buildings 2006
Las Vegas, April 7, 2006
Presented By:
Rebecca T. Ellis, PE
LEED® AP, CCP, CxA
President
General
“Commissioning Plan begins with your
proposal.”
-Jim Magee, CxA
Reference Appendix A of ACG
Commissioning Guidelines
Presentation Overview
Pre-Qualify the Opportunity
What do you Know?
Proposal Contents
Fee Development
Risk Management
RFQ vs. RFP
RFQ
• Qualifications Only
RFP
• Qualifications
• Project-specific approach
• Fee Proposal Team Approach
Pre-Qualify the Opportunity
RFP Quality
• Phone call
• 1 page letter
• Formal and detailed
Boiler plate
Customized
• Appropriateness to size/scope of project
Pre-Qualify the Opportunity
RFP Process
• Pre-proposal meeting
• Time allotted for proposal preparation
• Interviews
Pre-Qualify the Opportunity
Owner Commitment
• Has the owner commissioned a project
before?
• Willingness to engage in discussion with
proposers
• Which “side of the owner is soliciting the
proposals?
• What Commissioning Includes
Pre-Qualify the Opportunity
Selection Criteria
• Location
• Fee
• Qualifications/Experience
• Approach
• Staffing capability
What do you Know?
• What is Commissioning?
• Defined in the RFP
• Not Defined in the RFP
• Voluntary Alternates
What do you Know?
Project Status
• Pre-Design
• Mid-Design
• End of Design
• Early Construction
• Late Construction
• Post Construction
What do you Know?
Project Delivery Method
• Design-Bid-Build
• Design-Build
• Fast Track
• Multiple Bid Packages
• Multiple Prime Contractors
What do you Know?
Project Documents Available to Proposers
• Schedule
• Program
• Design Intent or
Performance Rqmts
• Design Drawings
• Specifications
Proposal Contents
Defined in RFP
Not Defined in RFP
Proposal Contents
Firm Introduction
Approach to Commissioning
• Philosophy
• How will you do the project?
• What differentiates you from others?
Proposal Contents
Team
• Organization chart
• Roles & responsibilities
• Resumes
Past Experience & References
Proposal Contents
Fee Proposal
•$
• Assumptions
• Exclusions
• Terms
Fee Type
Fixed Fee
Not-to-Exceed Maximum
Time & Material with no
Maximum
Fee Development
Format defined in RFP?
Matrix
• Activities
• Hours per activity
• Average hourly rates
Rule-of-Thumb
Experience-Based
Expenses
Risk Management
Assumptions
• Sampling Strategies
• Number of Meetings and/or Site Visits
• Number of Design Reviews
• Retesting
Risk Management
Other Team Member Responsibilities
• Owner
• A/E Firm
• Installation Contractors
• Controls Contractor
• TAB Contractor
Risk Management
Beware of “Ensure”
What can you Control?
Motivating other Team Members
Discussion