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: 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

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……