1. 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

2. General “Commissioning Plan begins with your proposal.” -Jim Magee, CxA Reference Appendix A of ACG Commissioning Guidelines

3. Presentation Overview Pre-Qualify the Opportunity What do you Know? Proposal Contents Fee Development Risk Management

4. RFQ vs. RFP RFQ Qualifications Only RFP Qualifications Project-specific approach Fee Proposal Team Approach

5. Pre-Qualify the Opportunity RFP Quality Phone call 1 page letter Formal and detailed  Boiler plate  Customized Appropriateness to size/scope of project

6. Pre-Qualify the Opportunity RFP Process Pre-proposal meeting Time allotted for proposal preparation Interviews

7. 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

8. Pre-Qualify the Opportunity Selection Criteria Location Fee Qualifications/Experience Approach Staffing capability

9. What do you Know? What is Commissioning? Defined in the RFP Not Defined in the RFP Voluntary Alternates

10. What do you Know? Project Status Pre-Design Mid-Design End of Design Early Construction Late Construction Post Construction

11. What do you Know? Project Delivery Method Design-Bid-Build Design-Build Fast Track Multiple Bid Packages Multiple Prime Contractors

12. What do you Know? Project Documents Available to Proposers Schedule Program Design Intent or Performance Rqmts Design Drawings Specifications

13. Proposal Contents Defined in RFP Not Defined in RFP

14. Firm Introduction Approach to Commissioning Philosophy How will you do the project? What differentiates you from others? Proposal Contents

15. Team Organization chart Roles & responsibilities Resumes Past Experience & References Proposal Contents

16. Fee Proposal $ Assumptions Exclusions Terms

17. Fee Type Fixed Fee Not-to-Exceed Maximum Time & Material with no Maximum

18. Fee Development Format defined in RFP? Matrix Activities Hours per activity Average hourly rates Rule-of-Thumb Experience-Based Expenses

19. Risk Management Assumptions Sampling Strategies Number of Meetings and/or Site Visits Number of Design Reviews Retesting

20. Risk Management Other Team Member Responsibilities Owner A/E Firm Installation Contractors Controls Contractor TAB Contractor

21. Risk Management Beware of “Ensure” What can you Control? Motivating other Team Members

22. Discussion