1. Contracting for Commissioning Services A Priority for Facility Owner’s and Program Managers Matt Ferreira, CxA, LEED AP October 14, 2008

2. Establishing The Requirement Owner’s Policy –Internal Quality Assurance Program –Green Buildings – LEED™ Certification –Federal Facility Requirement –State / County / Municipality Code

3. Section I: Defining the Commissioning Scope of Work

4. When Will Commissioning Start –Project Conception –Design Phase –Construction Phase –Post-Occupancy

5. 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

6. Factors to Consider When Budgeting –Systems Selected to be Commissioned –Level of Commissioning Rigor –Total Construction Costs –Geographical Region

7. Section II: Request for Qualifications

8. Who is the solicitation open to? –Third Party Independent Commissioning Firms –Architect / Engineering Team –Construction Management Team

9. Announcing the Solicitation –Owner’s Procurement Department, i.e. Design and Construction RFQ/RFP website –Association Websites, Newsletters –Existing Industry Relationships

10. 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

11. Section III: Request for Proposals

12. How Will Commissioning Be Procured –Just Design Phase –Design w/ Option for Construction –Design Thru Construction –Design Thru Post-Occupancy*

13. 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

14. Section IV: Selecting the Right Provider

15. Shortlist and Interviews –Top Three Firms Notification –Conducting Interviews Key Individuals, Location, Questions –Making The Selection Rating System

16. Section V: Integrating Cx into the Project

17. Owner’s Team Meeting –Introduce Owner’s Project Team –Discuss Project Goals –Cover Administrative Details, Procedures, Access Requirements –Document Expectations

18. Section VI: Questions……