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Published byOliver Robertson Modified over 9 years ago
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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
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General “Commissioning Plan begins with your proposal.” -Jim Magee, CxA Reference Appendix A of ACG Commissioning Guidelines
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Presentation Overview Pre-Qualify the Opportunity What do you Know? Proposal Contents Fee Development Risk Management
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RFQ vs. RFP RFQ Qualifications Only RFP Qualifications Project-specific approach Fee Proposal Team Approach
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Pre-Qualify the Opportunity RFP Quality Phone call 1 page letter Formal and detailed Boiler plate Customized Appropriateness to size/scope of project
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Pre-Qualify the Opportunity RFP Process Pre-proposal meeting Time allotted for proposal preparation Interviews
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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
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Pre-Qualify the Opportunity Selection Criteria Location Fee Qualifications/Experience Approach Staffing capability
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What do you Know? What is Commissioning? Defined in the RFP Not Defined in the RFP Voluntary Alternates
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What do you Know? Project Status Pre-Design Mid-Design End of Design Early Construction Late Construction Post Construction
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What do you Know? Project Delivery Method Design-Bid-Build Design-Build Fast Track Multiple Bid Packages Multiple Prime Contractors
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What do you Know? Project Documents Available to Proposers Schedule Program Design Intent or Performance Rqmts Design Drawings Specifications
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Proposal Contents Defined in RFP Not Defined in RFP
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Firm Introduction Approach to Commissioning Philosophy How will you do the project? What differentiates you from others? Proposal Contents
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Team Organization chart Roles & responsibilities Resumes Past Experience & References Proposal Contents
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Fee Proposal $ Assumptions Exclusions Terms
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Fee Type Fixed Fee Not-to-Exceed Maximum Time & Material with no Maximum
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Fee Development Format defined in RFP? Matrix Activities Hours per activity Average hourly rates Rule-of-Thumb Experience-Based Expenses
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Risk Management Assumptions Sampling Strategies Number of Meetings and/or Site Visits Number of Design Reviews Retesting
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Risk Management Other Team Member Responsibilities Owner A/E Firm Installation Contractors Controls Contractor TAB Contractor
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Risk Management Beware of “Ensure” What can you Control? Motivating other Team Members
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Discussion
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