Contracting for Commissioning Services
A Priority for Facility Owner’s and Program Managers
Matt Ferreira, CxA, LEED AP
October 14, 2008
Establishing The Requirement
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Owner’s Policy
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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
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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……