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Contracting for Commissioning ServicesA 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……