proposal - state college area school district · 2015-01-13 · proposal for building commissioning...
TRANSCRIPT
Proposal
for
Building Commissioning Services High School Project
State College Area School District
January 9, 2015
3300 North Third Street
Harrisburg, PA 17110
717.238.5737
www.Reynolds-Companies.com
101 Log Canoe Circle, Suite G
Stevensville, MD 21666
443.249.3181
January 9, 2015 Mr. Ed Poprick Director of Physical Plant State College Area School District 131 West Nittany Avenue State College, PA 16801 RE: Proposal for Commissioning Services Dear Ed: Please accept this cover letter as our expression of interest in becoming the Commissioning Provider Organization (CPO) for your High School Additions and Alterations construction project. Reynolds will be a valuable team member, bringing the following unique qualifications:
K-12 School Experience – Reynolds has provided services for more than $1.7 billion in new and renovated construction throughout the mid-Atlantic region. We will utilize this experience to ensure your project will provide the quality Educational Environment you expect.
State College Area School District Experience – Reynolds has provided commissioning services for three of your elementary schools. We have also shown our engineering expertise in retro-commissioning and making recommendations for the existing Gray’s Woods Elementary School.
LEED Commissioning Experience – Reynolds has provided commissioning services for over 55 LEED certified and registered projects. We have learned what is required to gain LEED certification and various strategies that have been successful. We look forward to helping you achieve LEED for School, Gold Level Certification.
Depth of Experienced Personnel –The Reynolds Company has over 100 employees, experienced in all phases of construction. We bring to the team the expertise of 6 Professional Engineers, 5 Engineers-in-Training, 9 LEED Accredited Professionals, and 5 Certified Energy Managers. We also have two Certified Commissioning Authorities and a Certified Commissioning Technician by the ACG-AABC Commissioning Group.
We invite you to read our qualifications, and we look forward to working with the State College Area School District and your project team to deliver the quality learning environment that you envision. Sincerely, REYNOLDS CONSULTING ENGINEERS, INC.
Cheryl A. Desmond Director of Business Development
Table of Contents
www.Reynolds-Companies.com
TAB 1: Firm Overview and Project Team
TAB 2: Building Commissioning Experience
TAB 3: Project Approach
TAB 4: References and Work Samples
TAB 5: Fee Proposal and Agreement
www.Reynolds-Companies.com
TAB 1: Firm Overview and Project Team
Firm Overview and Project Team
www.Reynolds-Companies.com
Firm History Incorporated in 1999, Reynolds Consulting Engineers focuses on providing engineering and building commissioning services of the highest order. In the past 15 years, we have provided services for more than $1.7 billion in new and renovated construction throughout the mid-Atlantic region. The projects with which we have been involved include K-12 schools, higher education facilities, office buildings, health care facilities, central power plants, museums, high performance athletic facilities, technology intensive laboratory facilities, and correctional institutions. In 2000, RCE made a conscious effort to become more involved in green and sustainable design and construction. RCE is a strong believer that sustainable design and construction is an important means of reducing the impact of the construction industry on our ecosystem. By incorporating the use of renewable materials, recycling, lower energy consumption, and minimizing environmental impact, the USGBC’s LEED® program is leading the way in which these principals can be incorporated into real construction projects. To date, we have been, or are currently involved in 59 projects that have either earned LEED certification or have been registered with the LEED program. We take great pride in our ability to work with owners to ensure that their sustainability and certification goals are met.
Building Commissioning and Retro-Commissioning Services Building commissioning is a quality assurance centered process of; documentation, training, adjustment, testing and verification; performed to ensure that the finished building operates in the accordance with the Owner’s documented project requirements and the construction documents. It typically begins in the design phase and continues through construction and occupancy. Reynolds offers a unique approach to building commissioning and retro-commissioning. Our staff has over 50 years of experience designing and testing; heating, ventilation, and air conditioning, electrical, lighting and plumbing systems. This experience allows us to look at the systems as a whole and also gives us a unique perspective on the performance and function of the equipment used in today’s buildings. We use the most precise, up-to-date technology and data loggers available for our testing procedures. The electronic data loggers give us more precise results allowing us to clearly focus on the performance of complete systems. Additionally, we continually give owners detailed reports, perform multiple performance tests and building systems inspections, and provide cost savings documentation.
Membership and Affiliations We are a member of the Building Commissioning Association, the Green Building Association of Central Pennsylvania, the Delaware Valley Green Building Council, the U.S. Green Building Council Chapter of Pennsylvania, the Pennsylvania Association of School Business Officials, and the Pennsylvania School Boards Association. President Jim Horst is a licensed Professional Engineer in Pennsylvania, Maryland and Virginia, a Certified Energy Manager (CEM) and a certified Green Building Engineer (GBE) from the Association of Energy Engineers.
Firm Overview and Project Team
www.Reynolds-Companies.com
Qualifications of Commissioning Authority Our project manager and Commissioning Authority for the High School Project , Jim Horst, P.E., LEED AP, CxA, CEM, and GBE, has over 30 years of related design and commissioning experience. Below we have outlined Mr. Horst’s qualifications:
Certified Commissioning Authority– As you will see on his resume Mr. Horst holds Bachelor’s Degrees in both mechanical and electrical engineering as well as a Master’s Degree in manufacturing systems engineering. Mr. Horst also is a member of the Building Commissioning Association, a licensed professional engineer in Pennsylvania, and a Certified Commissioning Agent through the AABC Commissioning Group.
Experience with 3 Relevant Projects in Last 2 Years – Over the last two years, Mr. Horst has commissioned the following projects that are over 40,000 square feet:
Phase II Renovations at Yorktown High School (349,000 s.f.)
Renovations to Marple Newtown High School (267,235 s.f.)
New Construction of Mifflin County High School (250,000 s.f.)
LEED Project Experience – In 2001 Mr. Horst became our first LEED accredited professional. Since that time he has been involved in 59 LEED registered projects, including the LEED registered projects at State College Area School Districts’s Ferguson Township Elementary School and Mount Nittany Elementary School.
Experience in Operation and Troubleshooting of HVAC and Other Building Systems – Throughout the course of his design engineering and commissioning experience Mr. Horst has participated in the troubleshooting and operations of HVAC and building controls systems on for more than 60 projects. As life safety and security systems have become more prevalent they have come to be included in many commissioning projects. One project of note that Mr. Horst participated in was the commissioning of the smoke evacuation system for the new Spartan Center at Milton Hershey School.
Field Experience – Mr. Horst has been with Reynolds since its inception in 1999 and as a leader of our commissioning team, he routinely participates in the actual field verification and functional testing of the project’s building systems.
Building Envelope Design and Construction – Mr. Horst has experience in the design and construction of the building envelope. He assisted a client in analyzing their building envelope’s thermal and vapor transmissions. This included a review of the type and quantity of thermal insulation, along with the vapor and water seals. Building envelope forensics by way of an infrared scan concluded the presence of water in addition to thermal heat loss / gains transmission past the building envelope.
Knowledgeable on Operation and Maintenance Training – As the leader of the commissioning
team, Mr. Horst routinely participates in the coordination and oversight of the Owner’s training activities to ensure that all of the key personnel (Owner, maintenance/facility personnel, HVAC design professional, electrical design professional, contractors, and construction manager) and items are included and covered. Mr. Horst has an in-depth understanding of the building’s operation and
Firm Overview and Project Team
www.Reynolds-Companies.com
maintenance items due to his involvement in the functional testing procedures. He brings this knowledge and experience to the training sessions and ensures that the Owner’s operations and maintenance personnel are provided the necessary information and training to operate and maintain the building properly.
Experience with TAB for Water and Air Systems – As a part of our commissioning scope Reynolds is typically asked to review and approve the air and water system balancing. This interaction with the TAB contractors has given Mr. Horst a well-rounded experience and knowledge about the testing, adjusting, and balancing process.
Experience in Energy Efficient Design and Control Strategy Optimization – Reynolds also provides mechanical, electrical, and plumbing design services, and in all cases we attempt to provide our clients with the most energy efficient design possible that will meet their operational needs. With Mr. Horst leading the team, Reynolds designed a multiple fuel cell installation at the Milton Hershey School to provide the campus with a noise and pollution free source of electricity and heat.
Experience Monitoring and Analyzing System Operation Using Controls and Stand-Alone Data Loggers – Throughout the course of our commissioning experience we have used both energy management control systems and stand-alone data loggers to provide information for our functional testing procedures. When given the choice we prefer to use data loggers as they are independent of the system; however, Mr. Horst has experience using both data loggers and the energy management control system and is open to working with the District utilizing both as tools in the commissioning process.
Indoor Air Quality – During the construction of Wrightsville Elementary School, Mr. Horst and Reynolds worked in conjunction with the installing contractors to ensure that installed materials were being protected from contaminants. This helped to improve the Indoor Air Quality (IAQ) for the project. Reynolds recognizes that indoor environmental quality is an important aspect of an environmentally friendly design. We utilize a Construction Indoor Air Quality Management Plan when commissioning buildings that details steps to be addressed such as filter replacement schedules, materials to use, building air-out schedules, etc.
Excellent Verbal and Written Communication Skills – The ability to communicate verbally and in written format with the various parties involved in a commissioning project (owners, design professionals, construction managers, and contractors) are integral to the whole commissioning process. As the leader of the commissioning team, Mr. Horst knows the importance of communication and is an effective and straight-forward communicator.
Experience Writing Commissioning Specifications – Mr. Horst writes individualized, project specific commissioning specifications for each project.
AABC Commissioning Group (ACG) Certification – Mr. Horst is one of our certified commissioning authorities by the ACG.
Degrees – Jim Horst, with over 36 years of experience, has a degree in Mechanical and Electrical Engineering. Jim is a Professional Engineer and holds a Master of Science in Manufacturing Systems.
Firm Overview and Project Team
www.Reynolds-Companies.com
Organizational Chart and Resumes Below we have provided a project team organizational chart.
David Burkett, P.E., LEED AP Senior Mechanical Commissioning Associate
James Horst, P.E., LEED AP, CxA, CEM, GBE Commissioning Authority
Alan Rosenberry
Electrical Commissioning Associate
James Decker Plumbing Commissioning Associate
Adam Rickard Mechanical Commissioning Associate
Gregory Horst, E.I.T, LEED AP, CxT Commissioning Technician
David Hickey, P.E., LEED AP, CEM Senior Systems Engineer
State College Area School District
James Horst, P.E., LEED AP, CxA, GBE, CEM Project Manager/Commissioning Authority
www.Reynolds-Companies.com
As the project manager and commissioning authority Mr. Horst oversees the entire commissioning process for all projects and participates in and reviews higher-level mechanical and electrical systems testing. He is responsible for overseeing all commissioning activities, particularly testing, training and coordination of meetings.
Mr. Horst’s extensive commissioning experience has enabled him
to acquire expertise in:
Relevant Experience
Central York School District York, PA
Building commissioning of new 350,000-square-foot Central York High School
Construction Cost: $48.5 million
Mifflin County School District Lewistown, PA
Building commissioning of new 260,000=square-foot Indian Valley High School Construction Cost: $49.9 million Manheim Township School District Lancaster, PA
Building Commissioning of New High School LEED registered
Building Commissioning for Bucher Elementary School
Organize & Lead Commissioning Team
Prepare Design Intent Document
Prepare Design Phase Commissioning Plan
Preliminary Design Review
Prepare Commissioning Specs.
Final Document Review
Commissioning Specification Review
Construction Phase Commissioning Plan
Initial Coordination Meeting
Supervise Functional Testing
Schedule Using Agency Training Session
Coordinate System Orientation and Inspection
Schedule O&M Training Sessions
Seasonal Functional Testing
Review Building Operation and Condition with Using Agency
Review Contractor Submittals
Review O&M Manuals & Submittals
Prepare Final Commissioning Report
Provide Documentation for LEED Credits (as needed)
Education
Master of Science, Manufacturing
Systems Engineering, Lehigh
University, 1986
Bachelor of Science, Electrical
Engineering, Lehigh University,
1982
Bachelor of Science, Mechanical
Engineering, Pennsylvania
State University, 1978
Registrations
Professional Engineer, MD, PA,
VA
LEED Accredited Professional,
2001
Affiliations
Certified Commissioning
Authority, AABC
Commissioning Group, 2008
Certified Energy Manager,
Association of Energy
Engineers, 2009
Certified Green Building
Engineer, Association of
Energy Engineers, 2009
Years of Experience
36
James Horst, P.E., LEED AP, CxA, GBE, CEM Project Manager/Commissioning Authority
www.Reynolds-Companies.com
LEED Silver registered Construction Cost: $63.7 million Oxford Area School District Oxford, PA
Building commissioning of Penn’s Grove Middle School, Hopewell Elementary School and retro-commissioning of the Oxford High School
Construction Cost: $41.6 million Montgomery County Public Schools Rockville, MD
Building commissioning of addition project at Brookhaven Elementary School
Building commissioning of addition project at Harmony Hills Elementary School
Building commissioning of addition project at Rock View Elementary School
Building commissioning for replacement of Cannon Road Elementary School Registered for LEED Silver Level Certification
Construction Cost: $41.7 million Queen Anne’s County Public Schools Sudlersville, MD
Building Commissioning of New Sudlersville Middle School LEED Gold Certified
Construction Cost: $26 million Prince George’s County Public Schools Upper Marlboro, MD
Building Commissioning of Henry G. Ferguson Elementary School LEED Gold registered
Construction Cost: $17 million Arlington Public Schools Arlington, VA
Building commissioning for phase I and phase II expansion and renovation of Yorktown High School LEED Registered for Silver
Construction Cost: $107.9 million
David Hickey, P.E., LEED AP, CEM Senior Systems Engineer
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As Senior Systems Engineer, Mr. Hickey is responsible for reviewing the basis of design, performing focused design and document reviews, and preparing the commissioning specifications. Mr. Hickey is responsible for the pre-functional and functional testing of the project’s mechanical systems to make sure they perform within the designated ranges.
Mr. Hickey’s extensive commissioning experience has enabled him to acquire expertise in the following:
Relevant Experience
Hanover Public School District Hanover, PA
Building commissioning of new 42,000-square-foot Clearview Elementary School, a LEED gold project
Construction Cost: $6.3 million School District of Philadelphia Philadelphia, PA
Building commissioning of new district administration building
Construction Cost: $65 million Fairfax County Public Schools Fairfax, VA
Building commissioning of Edison High School
Organize & Lead Commissioning Team
Prepare Design Intent Document
Prepare Design Phase Commissioning Plan
Preliminary Design Review
Prepare Commissioning Specs.
Final Document Review
Commissioning Specification Review
Construction Phase Commissioning Plan
Initial Coordination Meeting
Supervise Functional Testing
Schedule Using Agency Training Session
Coordinate System Orientation and Inspection
Schedule O&M Training Sessions
Seasonal Functional Testing
Review Building Operation and Condition with Using Agency
Review Contractor Submittals
Review O&M Manuals & Submittals
Prepare Final Commissioning Report
Provide Documentation for LEED Credits (as needed)
Education
Bachelor of Architectural
Engineering, Mechanical
Emphasis, Pennsylvania State
University, 1995
Registrations
Professional Engineer,
MD.,VA.,PA
LEED Accredited Professional,
2001
Affiliations
Certified Energy Manager,
Association of Energy
Engineers, 2009
ASHE Certified, 2008
Years of Experience
18
David Hickey, P.E., LEED AP, CEM Senior Systems Engineer
www.Reynolds-Companies.com
Eastern York School District Wrightsville, PA
Building commissioning of new 80,000-square-foot Wrightsville Elementary School, a LEED silver project
Construction Cost: $11 million Milton Hershey School Hershey, PA
Building commissioning of new high school, middle school, learning resource center, performance gymnasium, Catherine Hall, central operations, Founders Hall, Memorial Hall, central power plant, visual arts facility, and student homes
Total Construction Cost: $99 million PA Housing Finance Agency Harrisburg, PA
Building commissioning of new 178,000-square-foot downtown office building, a LEED gold project
Construction Cost: $22 million Carnegie Library of Pittsburgh Pittsburgh, PA
Building commissioning of renovated Brookline, Squirrel Hill and Woods Run Branch Libraries, all registered for LEED certification
Construction Cost: $9 million Pennsylvania Department of General Services Harrisburg, PA
Building Commissioning of new Tom Ridge Center at Presque Isle, a LEED silver registered project
Construction Cost: $35 million Milton S. Hershey Medical Center
Hershey, PA Building commissioning of East Campus expansion, registered for LEED certification
Construction Cost: $30 million Arlington Public Schools Arlington, VA
Building commissioning for phase I and phase II expansion and renovation of Yorktown High School, a LEED silver registered project
Construction Cost: $107.9 million
David Burkett, P.E., LEED AP Senior Mechanical Commissioning Associate
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As senior mechanical commissioning associate with Reynolds Consulting Engineers, Mr. Burkett is responsible for the pre-functional and functional testing of the project’s mechanical systems to make sure they perform within the designated ranges. He also is responsible for reviewing the installation, required testing and as-built drawings for the systems, develops the relevant systems manuals, and participates in the O&M training. Mr. Burkett’s commissioning experience has enabled him to acquire expertise in:
Relevant Experience
Oxford Area School District Oxford, PA
Building commissioning of additions/renovations to Penn’s Grove Middle School, Hopewell Elementary School and Oxford High School
Construction Cost: $81.3 million Central York School District York, PA
Building commissioning of new 350,000-square-foot Central York High School
Construction Cost: $48.5 million Manheim Township School District Lancaster, PA
Building commissioning of new high school
Building commissioning for Bucher Elementary School
Organize & Lead Commissioning Team
Prepare Design Intent Document
Prepare Design Phase Commissioning Plan
Preliminary Design Review
Prepare Commissioning Specs.
Final Document Review
Commissioning Specification Review
Construction Phase Commissioning Plan
Initial Coordination Meeting
Supervise Functional Testing
Schedule Using Agency Training Session
Coordinate System Orientation and Inspection
Schedule O&M Training Sessions
Seasonal Functional Testing
Review Building Operation and Condition with Using Agency
Review Contractor Submittals
Review O&M Manuals & Submittals
Prepare Final Commissioning Report
Provide Documentation for LEED Credits (as needed)
Education
Bachelor of Mechanical
Engineering Technology,
University of Pittsburgh, 1983
Registrations
Professional Engineer, PA, MD
LEED Accredited Professional,
2001
Years of Experience
30
David Burkett, P.E., LEED AP Senior Mechanical Commissioning Associate
www.Reynolds-Companies.com
Both are LEED silver registered projects Construction Cost: $63.7 million Western Wayne School District South Canaan, PA
Building commissioning of new South Elementary School, a LEED silver registered project
Construction Cost: $15.4 million
School District of Lancaster Lancaster, PA
Building commissioning of additions/renovations of Wharton Elementary School
Building commissioning of additions/renovations of Ross Elementary School Both LEED silver registered projects
Construction Cost: $16 million Montgomery County Public Schools Rockville, MD
Building commissioning of addition project at Brookhaven Elementary School
Building commissioning of addition project at Harmony Hills Elementary School
Building commissioning of addition project at Rock View Elementary School
Building commissioning for replacement of Cannon Road Elementary School
Construction Cost: $41.7 million Milton S. Hershey Medical Center Hershey, PA
Building commissioning of East Campus expansion, a LEED registered project Construction Cost: $30 million
Bucks County Community College Newtown, PA
Building commissioning of the Upper Bucks County campus expansion project, LEED gold registered project
Construction Cost: $13 million
Alan Rosenberry Electrical Commissioning Associate
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As Commissioning Associate Mr. Rosenberry isresponsible for the pre-functional and functional testing of the project’s electrical systems to make sure they perform within the designated ranges.
Mr. Rosenberry’s commissioning experience has enabled him to acquire expertise in:
Relevant Experience
Manheim Township School District Lancaster, PA
Building Commissioning of New High School LEED registered
Building Commissioning for Bucher Elementary School LEED Silver registered
Construction Cost: $63.7 million Community College of Philadelphia Philadelphia, PA
Building Commissioning of the Northeast Regional Campus Expansion
Building Commissioning of the Main Campus Expansion Projects Both LEED Silver registered
Total Construction Cost: $26.9 million PA Turnpike Commission Harrisburg, PA
Commissioning of the Tier III Data Center TIP Building including voice and data systems
Commissioning of Traffic Operations Center LEED Gold registered (Everett Warehouse)
Construction Cost: $36.7 million
Review O&M Manuals
Accessibility Review
Observe Installation and Start-Up
Verify TAB and ATC Report
Report Deficiencies
Supervise Functional Testing
Review Record Drawings
Coordinate Retesting of Deficient Systems
Schedule Using Agency Training Session
Coordinate System Orientation and Inspection
Schedule O&M Training Sessions
Seasonal Functional Testing
Retest Deficient Systems
Prepare Final Commissioning Report
Education
Mechanical Drafting Diploma,
Franklin County Vo-Tech, 1980
Mechanical Drafting Design
Technician, Thompson Institute,
1987
Years of Experience
27
Alan Rosenberry Electrical Commissioning Associate
www.Reynolds-Companies.com
Bucknell University Lewisburg, PA
Building Commissioning of Two New Fraternities and the Academic West Building Both LEED Silver registered
Construction Cost: $24 million Phoenixville Area School District Phoenixville, PA
Building Commissioning Services for the New Phoenixville Area Middle School
Construction Cost: $45 million Montgomery County Public Schools Rockville, MD
Building Commissioning of Addition project at Brookhaven Elementary School
Building Commissioning of Addition project at Harmony Hills Elementary School
Building Commissioning of Addition project at Rock View Elementary School
Building Commissioning for Replacement of Cannon Road Elementary School Registered for LEED Silver Level Certification
Construction Cost: $41.7 million Fairfax County Public Schools Fairfax, VA
Building commissioning of Coppermine Elementary School
Building commissioning of Laurel Hill Elementary School Total Construction Cost: $39 million Arlington Public Schools Arlington, VA
Building Commissioning for Phase I and Phase II Expansion and Renovation of Yorktown High School LEED Silver registered
Construction Cost: $107.9 million Queen Anne’s County Public Schools Sudlersville, MD
Building Commissioning of New Sudlersville Middle School LEED Gold Level Certification
Construction Cost: $26 million
James Decker Plumbing Commissioning Associate
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As the plumbing commissioning associate, Mr. Decker is responsible for the pre-functional and functional testing of the project’s plumbing systems to make sure they perform within the designated ranges. He also is responsible for reviewing the installation, required testing and as-built drawings for the systems, develops the relevant systems manuals, and participates in the O&M training.
Mr. Decker’s commissioning experience has enabled him to
acquire expertise in:
Relevant Experience
Elizabethtown Area School District Elizabethtown, PA
Building Commissioning Services of New Bear Creek Intermediate School Construction Cost: $17.8 Million Wallingford-Swarthmore School District Wallingford, PA
Building Commissioning Services at Strath Haven Middle School Construction Cost: $41 Million State College Area School District State College, PA
Building Commissioning of New Mount Nittany Elementary School
Building Commissioning of New Ferguson Township Elementary School
Both Registered for LEED Silver Level Certification
Review O&M Manuals
Accessibility Review
Observe Installation and Start-Up
Verify TAB and ATC Report
Report Deficiencies
Supervise Functional Testing
Review Record Drawings
Coordinate Retesting of Deficient Systems
Schedule Using Agency Training Session
Coordinate System Orientation and Inspection
Schedule O&M Training Sessions
Seasonal Functional Testing
Retest Deficient Systems
Prepare Final Commissioning Report
Education
Associates Degree – Engineering,
Mechanical Technologies,
Saint Francis University, 1995
Affiliations
American Society of Plumbing
Engineers
Years of Experience
18
James Decker Plumbing Commissioning Associate
www.Reynolds-Companies.com
Montoursville Area School District Montoursville, PA
Building Commissioning Services at C.E. McCall Middle School Construction Cost: $15 Million Harrisburg School District Harrisburg, PA
Plumbing Design for Extensive Additions and Renovations to John Harris High School Construction Cost: $45.2 Million Milton Hershey School Hershey, PA
Building Commissioning of Transitional Living Buildings Construction Cost: $22 Million Pennsylvania Department of General Services Harrisburg, PA
Building commissioning of a New Science and Classroom High Technology Building at Lincoln University
Construction Cost: $25 Million Pennsylvania State University University Park, PA
Building Commissioning of New Child Care Center LEED Registered for Silver Level Certification
Construction Cost: $11 Million Pennsylvania Department of General Services Harrisburg, PA
Building Commissioning of PennDOT Materials Testing Laboratory Construction Cost: $8.3 Million Montgomery County Public Schools Rockville, MD
Building Commissioning of Addition project at Brookhaven Elementary School
Building Commissioning of Addition project at Harmony Hills Elementary School
Building Commissioning of Addition project at Rock View Elementary School
Building Commissioning for Replacement of Cannon Road Elementary School
Registered for LEED Silver Level Certification Construction Cost: $41.7 Million Fairfax County Public Schools Fairfax, VA
Plumbing Design for Additions/Renovations to Edison High School Construction Cost: $35 Million
Adam Rickard Mechanical Commissioning Associate
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As the mechanical commissioning associate, Mr. Rickard is responsible for the pre-functional and functional testing of the project’s mechanical systems to make sure they perform within the designated ranges. He also is responsible for reviewing the installation, required testing and as-built drawings for the systems, develops the relevant systems manuals, and participates in the O&M training. Mr. Rickard’s commissioning experience has enabled him to acquire expertise in:
Relevant Experience Philipsburg-Osceola Area School District Philipsburg, PA
Building commissioning of additions and renovations to North Lincoln Hills School Construction Cost: $19.4 Million Saint Clair Area School District Saint Clair, PA
Building commissioning of additions and renovations to St. Clair Elementary/Middle School building
Construction Cost: $8.8 Million Carlisle School District Carlisle, PA
Mechanical design of Lamberton and Wilson Middle Schools
Mechanical design of cogeneration project
Edenton Retirement Community Frederick, MD
Mechanical design of assisted living facility
Review O&M Manuals
Accessibility Review
Observe Installation and Start-Up
Verify TAB and ATC Report
Report Deficiencies
Supervise Functional Testing
Review Record Drawings
Coordinate Retesting of Deficient Systems
Schedule Using Agency Training Session
Coordinate System Orientation and Inspection
Schedule O&M Training Sessions
Seasonal Functional Testing
Retest Deficient Systems
Prepare Final Commissioning Report
Education
Associates Degree in Computer
Aided Drafting and Design,
York Technical Institute, 1997
Years of Experience
13
Adam Rickard Mechanical Commissioning Associate
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Bloomsburg University Bloomsburg, PA
Mechanical design of HAAS Center Penn State University University Park, PA
Mechanical design of Palmer Museum
The Meadows Behavioral Health Centre Hall, PA
Mechanical design of hospital facility Metro Bank Park Harrisburg, PA
Mechanical design of baseball stadium
Dale City Fire Hall Dale City, PA
Mechanical design of fire station
Millersville University Millersville, PA
Mechanical design of Wickersham Hall Penn State University University Park, PA
Mechanical design of Waring Commons
The School District of Philadelphia Philadelphia, PA
Mechanical design of Abraham Lincoln High School Owen J Roberts School District (Chambers & Associates)
East Vincent and East Coventry Elementary Schools
Greg Horst, E.I.T., LEED AP, CxT Commissioning Technician
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As the commissioning technician, Mr. Horst is responsible for witnessing equipment start-up by the contractors and reviewing contractor submittals. He is responsible for assembling the commissioning report and systems manual. Mr. Horst’s commissioning experience has enabled him to acquire expertise in:
Relevant Experience
Queen Anne’s County Public Schools Sudlersville, MD
Building Commissioning of New Sudlersville Middle School LEED Gold Certified
Construction Cost: $26 million Prince George’s County Public Schools Upper Marlboro, MD
Building Commissioning of Henry G. Ferguson Elementary School LEED Gold registered
Construction Cost: $17 million Fairfax County Public Schools Fairfax, VA
Building Commissioning for Lacey and Franconia Elementary Schools
Construction Cost: $46 million Thomas Jefferson University Philadelphia, PA
Building Commissioning of New High-Rise Faculty Office Building LEED Silver registered
Construction Cost: $60 million
Review O&M Manuals
Accessibility Review
Verify TAB and ATC Report
Review Record Drawings
Schedule Using Agency Training Session
Schedule O&M Training Sessions
Seasonal Functional Testing
Prepare Final Commissioning Report
Education
Pennsylvania State University,
Bachelor of Science Degree,
Aerospace Engineering, 2011
Registrations
Engineer-in-Traning
LEED Accredited Professional
Certified Commissioning
Technician
Years of Experience
3
Greg Horst, E.I.T., LEED AP, CxT Commissioning Technician
www.Reynolds-Companies.com
University of Pittsburgh Pittsburgh, PA
Building Commissioning of Additions and Renovations to Benedum Hall
Construction Cost: $39.9 million
Bucknell University Lewisburg, PA Building Commissioning of Two New Fraternities and the Academic West Building Both LEED Silver registered Construction Cost: $24 million
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TAB 2: Building Commissioning Experience
Building Commissioning Experience
www.Reynolds-Companies.com
As outlined in your RFP, RCE has the expertise to be your commissioning authority, based on the following: Experience with Similar Projects Over the past 15 years of business, Reynolds Consulting Engineers (RCE) has developed a reputation within the mid-Atlantic region as a firm that has extensive expertise in building commissioning with proven results. RCE has provided building commissioning services for a wide variety of project types including additions, renovations, and new construction. Since 1999, over $1.7 billion in new and renovated construction throughout the region has been completed, or is currently in process. Over the last two years, RCE has commissioned the following projects that are over 160,000 square feet:
Phase II Renovations at Yorktown High School (349,000 s.f.)
Additions and Renovations to Marple Newtown High School (267,235 s.f.)
New Construction of Bishop McDevitt High School (174,500 s.f.)
New Construction of Mifflin County High School (250,000 s.f.)
New Construction of West Shore Hospital (188,000 s.f.) Traditional Test and Balance As a part of our commissioning scope, RCE is typically asked to review and approve the air and water system balancing. A common concern with testing, adjusting and balancing (TAB) reports is the status of each piece of equipment when air/water systems are balanced. Procedures proposed by the TAB contractor are reviewed to determine that the operating conditions measured reflect the intended sequence of operation. The contractor’s TAB reports are also verified through checklists and independent testing. A successful HVAC system is dependent upon the coordination between the commissioning agents, automatic temperature controls (ATC) and TAB contractor during construction. This interaction with the TAB contractor gives our staff well-rounded experience and knowledge about the testing, adjusting and balancing process. O & M Experience RCE understands that the operation and maintenance (O&M) manuals are very important in the long-term usage of your buildings. To ensure that the startup, maintenance schedules, warrantees, operations, etc. are included and correct, the set of manuals for your projects will be thoroughly reviewed. This information is then utilized in the formation of functional testing procedures. The scheduling of the O&M training will be overseen to make sure that all the key personnel (owner, maintenance/facility personnel, HVAC design professional, electrical design professional, contractors, and construction manager) and items are included and covered. The format for the O&M training sessions will follow the outlines provided in the O&M manuals. Again, RCE reviews the set of manuals and ensures that all of the necessary information is included and correct for the project. We check to make sure that all modifications made during the construction phase are included in the manuals. We also ensure that the O&M information is clearly assembled and indexed in the Commissioning Manuals in accordance with ASHRAE Guidelines. Energy-Efficient Equipment Design and Control Strategy Optimization In all cases, Reynolds attempts to provide our clients with the most energy efficient design possible to meet their operational needs. One example of this was our experience with the Milton Hershey School, where our team designed a multiple fuel cell installation to provide the campus with a noise and pollution free source of electricity and heat.
Building Commissioning Experience
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As commissioning agent, we have frequently provided input on the controls system to ensure that the systems are operating at an optimal level, while still providing thermal comfort to building occupants. Our data loggers have discovered flawed control sequences that otherwise would have gone undiscovered and cost the owners to heat and/or cool the building when it was unoccupied. Life-cycle Costing Experience In our role as MEP design engineer, RCE routinely provides life-cycle cost studies to our clients. One example is when RCE provided a life-cycle cost analysis for a 3,000-ton, water-cooled, centrifugal chiller project at The Penn State Milton S. Hershey Medical Center. This study included establishing a baseline profile of the existing system using the previous year's daily operating logs. The model compared construction, maintenance and energy costs for four different chiller configurations (two centrifugal chillers/three centrifugal chillers/steam absorption, centrifugal hybrid/gas engine, centrifugal hybrid). Experience with Environmental Sustainable Design RCE has four LEED accredited professionals on staff. To date, we have been, or are currently involved in 51 projects that have either earned LEED certification or have been registered with the LEED program and are currently pursuing certification. We take great pride in our ability to work with owners to ensure that their sustainability and certification goals are met, while at the same time providing them with a building that operates efficiently and meets their operational needs. The following RCE commissioned projects earned LEED certification within the year:
Community College of Philadelphia’s Northeast Expansion Project – LEED Silver
Queen Anne County Public School’s Sudlersville Middle School – LEED Gold
School District of the City of York’s Jackson Elementary School – LEED Gold
School District of the City of York’s McKinley Elementary School – LEED Silver Building Envelope Design and Construction RCE has experience in the design and construction of the building envelope. We assisted a client in analyzing their building envelope’s thermal and vapor transmissions. This included a review of the type and quantity of thermal insulation, along with the vapor and water seals. Building envelope forensics by way of an infrared scan concluded the presence of water in addition to thermal heat loss / gains transmission past the building envelope. Indoor Air Quality (IAQ) During the construction of an elementary school, Reynolds worked in conjunction with the installing contractors to ensure the installed materials were being protected from contaminants. This helped to improve the IAQ for the project. RCE recognizes that indoor environmental quality is a very important aspect of an environmentally friendly design. We have researched the topic thoroughly and are able to propose a number of methods we can utilize to improve the indoor environmental quality on your project. RCE utilizes a construction IAQ management plan when commissioning buildings. This plan details steps to be addressed such as, filter replacement schedules, materials to use, building air out schedules, etc. We would also phase the installation of absorptive media, such as insulation, carpeting, and wallboard in order to reduce the chance of contamination. The last part of this plan is the installation of new HVAC filters for all units immediately prior to the owner moving in.
Building Commissioning Experience
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Building Operation and Design In addition to building commissioning services, RCE also provides MEP design services for select clients. Our proposed commissioning team members have a combined total of more than 50 years of experience in design and commissioning. Additionally, three proposed team members are registered professional engineers. This ensures that they are intimately familiar with the equipment and systems they are testing and well versed in present codes and standards. We completed three large MEP design projects for the Owen J. Roberts School District and designed an HVAC and domestic hot water system replacement for the Schuylkill Intermediate Unit 29’s Maple Avenue Campus. Troubleshooting HVAC Systems, Energy Management Controls Systems and Lighting Controls Troubleshooting is a natural extension of the commissioning process. During the course of most commissioning projects, concerns are noted by the commissioning agent. These concerns can range from design issues to performance and documentation. In our experience, we have always chosen to be proactive and work with the owner, designers and contractors to come up with a solution to the issues rather than simply pointing them out and waiting to retest. Building Simulation RCE utilizes the Hourly Analysis Program (HAP) from Carrier to model the heat loss and heat gain of projects. We also have the ability to simulate the project lighting utilizing another computer program. In our role as a commissioning agent, RCE typically is not asked to provide the building simulation, or modeling services. For building modeling and/or performance testing we will also utilize the expertise of Reynolds Energy Services who routinely provide these services. Following is additional information on five of our commissioning projects.
1. Mifflin County High School has been selected due to the size of the project (250,000s.f.) and is geographically close to State College Area School District.
2. Yorktown High School demonstrates a project similar in size to your project and demonstrates our ability to work on projects that are phased.
3. Marple Newtown High School is also a high school of considerable size (267,235s.f.)
4. Hort Woods Child Care has been selected to demonstrate our ability to deliver professional level commissioning according to the standards developed by Penn State University.
5. State College Area School District has been included as a review of the level of commissioning we have provided the District at the three elementary schools.
Mifflin County High School Lewistown, PA
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Mifflin County School District hired Reynolds Consulting Engineers to provide building commissioning services for all equipment of the heating, ventilation, and air conditioning systems for a new high school project. The new Mifflin County High School is 250,000 square feet and houses 1,150 students with the capacity for future expansion to 1,300 students. The building includes an auditorium capable of seating the entire student body plus faculty, a 1,500 seat gymnasium, an auxiliary gym, and a wrestling room.
Owner
Mifflin County School District
201 8th Street
Lewistown, PA 17044
Services
Building Systems Commissioning
Completion Date March 2011
Construction Cost $56.8 million
Team
Jim Horst
David Hickey
Dave Burkett
Yorktown High School Arlington, VA
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Reynolds Consulting Engineers was hired to commission all of the building systems for the Yorktown High School program beginning in the early design phase of the project. Phase I of the project consisted of the construction of a new three-story 55,000-sqaure-foot addition and minor renovations throughout the existing building. Phase II of the program includes extensive phased demolition of the current facility, and construction of a large addition. The final completed project will encompass 349,000 square feet. Arlington Public Schools has decided to pursue LEED Gold Certification for the Phase II design and construction project at Yorktown High School. Other projects that RCE has performed commissioning services for: Arlington Traditional School, Claremont Elementary School, Swanson Middle School, H.B. Woodlawn Elementary School, Nottingham Elementary School, Gunston Middle School, and Jamestown Elementary School.
Owner
Arlington Public Schools
2770 South Taylor Street
Arlington, VA 22206
Services
Enhanced Building Systems
Commissioning
Construction Cost
$100 million
Marple Newtown High School Newtown Square, PA
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Marple Newtown School District hired Reynolds Consulting Engineers to provide building commissioning services for the additions and renovations project at the Marple Newtown High School. The renovation, remodeling, and expansion project added a new classroom wing and expanded the performing arts center. There is a new library, cafeteria, and kitchen spaces. The plan utilizes the current building structure with new systems and finishes throughout to bring the building up to 21st century standards. The new emergency generators provide power for the entire building and allow for the District to receive rebates from their electric provider. This measure provides for less than an eight year pay back on the generators.
Owner
Marple Newtown School District
40 Media Line Road
Newtown Square, PA 19073
Services
Building Systems Commissioning
including Boiler System
Completion Date September 2012
Construction Cost $48.9 million
Team
Jim Horst
David Hickey
Dave Burkett
Hort Woods Child Care Center University Park, PA
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Reynolds Consulting Engineers was hired by Pennsylvania State University to provide building commissioning services for the new child care center project.
The new building is 21,500 square feet and serves 170 children. The center has ten classrooms for infants and toddlers and five classrooms for pre-school students. It has a library, kitchen, offices, and common space. There is 21,000 square feet of outside play areas for the children.
The project has earned LEED Platinum Certification form the U.S. Green Building Council.
Owner
Penn State University Office of
Physical Plant
200 Physical Plant Building
University Park, PA 16802
Services
Enhanced Building Systems
Commissioning
Completion Date May 2011
Construction Cost
$11 million
Team
Jim Horst
David Hickey
Dave Burkett
State College Area School District State College, PA
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Reynolds Consulting Engineers was awarded contracts to perform building systems commissioning for three elementary school projects in the State College Area School District:
The Ferguson Township Elementary School project involved renovations to the existing 15,400-square-foot building and a 50,300-square-foot addition to accommodate 500 students. Project phasing allowed for continued occupancy of the school throughout the project.
The new 60,500-square-foot Mount Nittany Elementary School is built on the site of the former Panorama Village Elementary School. It houses 400, K-5 students, 18 classrooms, three kindergarten rooms, an all-purpose room, full kitchen, library, music rooms, and administrative offices.
Additions to the Gray’s Woods Elementary School include four classrooms, additional parking, and site development.
The district is pursuing LEED Gold Level Certification for the Ferguson Township and Mount Nittany Elementary School projects. Sustainable design features include a ground source heat pump, gray water system, solar hot water heater system, daylighting, and low flow fixtures.
Owner
State College Area School District
131 W. Nittany Avenue
State College, PA 16801
Services
Enhanced Building Systems
Commissioning and Retro-
commissioning
Completion Date August 2011
Construction Cost
Ferguson Township - $9.4 million
Mount Nittany - $12.3 million
Gray’s Woods - $1.2 million
Team
Jim Horst
Al Rosenberry
Jim Decker
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TAB 3: Project Approach
Project Approach
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Project Approach
We believe that building commissioning services are essential to the efficient design, construction and operation of today’s modern facilities. The term commissioning has in the past referred to the process of testing, adjusting and balancing the building’s heating, ventilation and air conditioning (HVAC) system. Today, the term building commissioning recognizes and encompasses the integration of all the building’s systems and their performance. All of these can have a substantial impact on energy efficiency, occupant comfort and performance, and safety. As demonstrated by the fact that basic building commissioning services are a prerequisite in the US Green Building Council’s LEED building certification program and that another credit can be earned through more in-depth commissioning services, the acceptance of commissioning as a vital part of the design and construction process is growing and in some places becoming standard operating procedure for both new construction as well additions and renovations. Reynolds Consulting Engineers (RCE) views building commissioning as a quality assurance tool to ensure that building owners have a facility that has been designed and constructed to meet their operational requirements and can be maintained and operated at peak efficiency. The most important part of the building commissioning process is the functional testing. This is the only way to verify the performance of the building as a whole and ensure the Owner’s design intent has been met. We utilize our experience as design professionals to design realistic functional performance tests that evaluate the ability of the various components and the systems as a whole to meet the Owner’s Project Requirements. RCE designs detailed, step-by-step procedures for conducting the functional performance tests on each piece of equipment and system. We will utilize the Basis of Design (BOD) and the Owner’s Project Requirements (OPR) documents to assist us in the creation of these test procedures. Each procedure will specifically identify acceptable tolerances and set point limits for the specified equipment.
Commissioning Effort The effort and number of hours required to properly commission the projects is determined by the complexity and number of pieces of equipment to be commissioned. We have provided a lump sum estimate for the required commissioning effort for the project based upon the information we have at this time.
Travel and On-site Staffing Throughout the early phases of construction, the project will not be far enough along to warrant RCE being on-site frequently. However, RCE will attend job conferences on a regular basis in order to stay up to date on the project and answer any questions that may arise. Once the equipment begins to arrive on-site, RCE will begin to make more frequent visits to the site in order to inspect the equipment. As the equipment installation progresses, RCE will be on-site to monitor the installation. The majority of the time that RCE spends on-site will occur once the systems have been started-up and the functional testing begins. They will maintain an on-site presence throughout the completion of the commissioning process. Once the project is completed, RCE will remain available to the University to assist in the trouble shooting of any problems that might arise.
Strath Haven
Middle School
Project Approach
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Commissioning Integration and Fostering Teamwork The goal of RCE’s commissioning team is to smoothly incorporate our services and tasks into the function of the project team. One of the ways we accomplish this is to include the commissioning activities into that of the overall project schedule. When we first become involved in the project, we will work with the design team, and District to understand the critical paths of the project and integrate them into our schedules. Reynolds will foster teamwork and cooperation from the contractors and design team of this project through the following:
Communication The most important part of the Commissioning Agent’s role is to communicate with all members of the project. An initial meeting will be held with the design team to discuss the roles and responsibilities of all team members and contractors throughout the project. A similar meeting will be held with the contractors within 60 days of their contract award. As construction progresses, RCE will perform site reviews and substantiate with the contractor that the installed equipment and systems are ready for start-up. Concerns and potential schedule impacts will be communicated in a timely manner to avoid project delays. Confirmation By verifying that commissioned building systems operate properly and according to the Owner’s documented Design Intent, the Commissioning Process will also prove that the work of the entire project team was a success. In addition to our scheduled site visits and attendance at meetings, we are available to the project team to assist in problems that arise or to answer questions about the status of commissioning activities.
Distribution of Tasks
We have outlined responsibilities for our proposed team on the following tables broken down by
project phase.
Pre-Design Phase Services
Commissioning Duties
Proposed Staff
Cx Agent Sr, Cx Associate
Cx Associate
Cx Technician
Scoping Meeting
Draft Commissioning Plan
Commissioning Meetings
Assist with OPR Development
Review Design Intent
Design Phase Services
Commissioning Duties
Proposed Staff
Cx Agent Sr, Cx Associate
Cx Associate
Cx Technician
Coordinate Commissioning
Commissioning Plan Update
Cx Design Review 50% and 100%
Review, Develop, Update of Design
Commissioning Plan Construction Phase
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Develop Commissioning Specifications
Bid Phase Services
Commissioning Duties
Proposed Staff
Cx Agent Sr, Cx Associate
Cx Associate
Cx Technician
Pre-bid Meeting Attendance
Construction Phase Services
Commissioning Duties
Proposed Staff
Cx Agent Sr, Cx Associate
Cx Associate
Cx Technician
Commissioning Plan Construction Phase Update
Cx Orientation Meeting
Review O&M/Start-up by Contractor
Site Visits
Initial Checkout Plan
Witness HVAC Piping Pressure Test
Witness HVAC Ductwork Test
Spot Check TAB
Functional Test Writing
Functional Test Observations
Issue Log
Warranties Review
Commissioning Report
Review Submittals
Oversee Training
System Manual Assembly
Warranty Phase Services
Commissioning Duties
Proposed Staff
Cx Agent Sr, Cx Associate
Cx Associate
Cx Technician
10 Month On-site Inspection
Seasonal Testing
Our Work Product as Prototype RCE’s detailed, clear, and concise documentation of the project’s commissioning process and its results can serve as a prototype for the district’s future projects. The documentation for a commissioning project is normally composed of a commissioning report and a systems manual. RCE can supply an indexed systems manual in electronic and paper formats. It will include the following:
Final version of the OPR and BOD documents
As-built sequences of operation for all equipment as provided by the design professionals and contractors, including time-of-day schedules and schedule of frequency, and detailed points listings with ranges and initial set points
Ongoing operating instruction for all energy and water saving features and strategies
Functional test results, blank test forms, and recommended schedule for ongoing benchmarking
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Seasonal operational guidelines
Recommendations for recalibration frequency of sensors and actuators by type and use
Single line diagrams of each commissioned system
Troubleshooting table for ongoing maintenance of the owner’s project requirements
Scope of Services Below we have outlined the detailed description of procedures and scope of services RCE would employ in providing building commissioning services for the Frederick Elementary School renovation project.
Pre-Construction Phase During this stage of the project RCE will:
Assemble Commissioning Team – RCE will gather the members of the commissioning team including the Owner, architect, engineer and construction manager for a scoping meeting to provide an overview of the commissioning process and outline each party’s responsibilities.
Become Familiar with the Design Intent – RCE will review the Owner’s Project Requirements (OPR) and Basis of Design (BOD) and will pay close attention to the following features; mechanical, electrical, plumbing, lighting, critical systems including generator / emergency power and life safety, indoor air quality and environmental sustainability.
Develop and Implement Commissioning Plan – The commissioning plan is the road map for the commissioning process and notes all commissioning activities, requirements for testing, and criteria for acceptance (see Work Samples at end of this section). This plan details the activities of all members of the commissioning team, including roles and responsibilities. Additionally, the commissioning plan will note all of the building systems and equipment to be commissioned. A commissioning schedule will be included, which corresponds to the project’s construction schedule. The schedule will include planned commissioning activities including: data collection, data analysis, pre-functional testing, functional testing, seasonal testing, and follow-up.
Attend Project Meetings As Needed – RCE’s commissioning team will attend project meetings on an as needed basis during this phase of the project.
Coordinate the Commissioning Related Work – RCE is responsible for coordinating all of the work related to commissioning during the design, construction and warranty phases of the project.
Design Drawing Review – RCE’s commissioning team will conduct and document a focused plan review to examine the ability of the building’s systems to function properly by themselves and as a part of the larger system. In order to have valid test results during the construction phase, the system design must be correctly developed. During the design review, we check the sequences of operation and system plans against the original design intent to ensure the building systems are commissionable during the construction phase. At a minimum, design reviews will confirm the design is in compliance with current statutes of State energy codes (2012 IECC-ASHRAE 90.1). Reviews will be done at each phase of A/E document submission. RCE will document, in a formal report, all comments on the compliance with the OPR and BOD.
Back Check Design Review Comments – We will back-check the construction documents to ensure that comments and concerns noted in the design review have been addressed.
Write Required Commissioning Specifications – We will craft the necessary commissioning specifications and submit them to the design professional for inclusion in the bid documents. The commissioning specifications will provide information to the bidding contractors on the overall commissioning process and their anticipated role. Commissioning specifications will be based on the current ASHRAE Guideline. Specifications will include the following:
A detailed description of the responsibilities of each party
Details of the commissioning process
Reporting and documentation requirements, including formats
Alerts to coordination issues, deficiency resolution
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Construction check-list and start-up requirements
Specific functional test requirements
Pre-functional checklists specific to the project
Coordinate a Design Phase Controls Integration Meeting – RCE will coordinate this meeting for the building energy management system and temperature controls integration with the A/E and mechanical design engineers to discuss EMS and equipment control integration issues, and sequences of operations between equipment, and systems, to assure that integration issues such as point matrix delineation and operational sequences of commissioned systems are clearly described in the specs.
Construction Phase Responsibilities During this stage of the project RCE will provide:
Schedule the Commissioning Orientation Meeting - RCE will schedule a commissioning orientation meeting within 60 days of the initial job conference. The point of the commissioning orientation meeting is to ensure the understanding of all commissioning activities and coordinate the scheduling of these activities with the contractors to ensure that all such activities are included in the master schedule.
Coordinate and Direct the Commissioning Process and Work – RCE will logically, efficiently and sequentially communicate the commissioning process with the Owner and contractors using protocols and forms on the project’s web-based management system. This will ensure that all commissioning activities are incorporated into the project schedule.
Revise the Commissioning Plan – RCE will revise the commissioning plan to include any scope changes made during construction.
Plan and Conduct Commissioning Meetings – As needed, RCE will plan and conduct any commissioning meetings between Owner, architect, engineers or contractors. We will also prepare and distribute the meeting minutes.
Receive and Review O&M Manuals, Contractor Start-up and Checkout Procedures – The operation and maintenance manuals are very important in the long-term usage of the building. We review the set of manuals and ensure that the start-up, maintenance schedules, warrantees, operations, etc. are included and correct for the project. RCE will work with contractors and design engineers until clarity has been obtained, in writing. This information will be used to write detailed testing procedures before start-up.
Review Contractor Submittals – RCE will selectively review the contractor’s submittals for compliance with the commissioning requirements. Review responses will be due seven days after receipt of the submittal.
Perform Site Visits – RCE will perform site visits as necessary to observe system installations, attend job-site meetings and assist with discrepancy resolution. Site visits will be held at least monthly once installation has commenced.
Write and Distribute Pre-functional Tests and Checklists – RCE will design a detailed, step-by-step procedure for conducting pre-functional performance tests on each piece of equipment and system. Provisions for verifying all relevant data, recording results, and noting team responsibilities will be included in the Commissioning Plan and Schedule.
Review Completed Pre-Functional Checklists – RCE works with the installation contractors and provides them with pre-functional checklists that are to be completed during the start-up and initial check-out process. We will review the forms for completeness prior to beginning functional testing procedures.
Develop Enhanced Start-up and Initial Systems Checkout Plan – RCE works with the installing contractors and manufacturers’ representatives to develop enhanced start-up procedures and pre-functional checkout plans, including: sequencing, testing, calibration, labeling and equipment operation.
Design and Witness Functional Testing Procedures for Specified Systems and Equipment – RCE will develop performance test procedure documents. These documents describe the step-by-step procedures that will be used to test the equipment once it is operational. With assistance from the Contractors, Reynolds will design a detailed, step-by-step procedure for conducting the functional performance tests on each piece of equipment and system. Each test procedure is unique to the project and is based on the actual design and control sequences that are to be used for that project. The procedures will be submitted to the
Project Approach
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Architect/Engineer for review. RCE and the design professional will review any system that fails to pass the functional test phase of the commissioning program. If the failed system requires a functional retest the responsible party (contractor or design professional) shall be charged for the retesting procedures. Any necessary retesting will be performed until satisfactory results are achieved. We utilize passive data loggers to gather our information rather than rely on the controls system.
Perform Seasonal Testing of Specified Systems – RCE will return to provide functional testing of equipment during the season that the system is used. Often times a system that lays dormant for months after start-up will need adjustments in order to work as designed. Seasonal testing will occur during the Training and Documentation Phase as needed, prior to issuing the Final Commissioning Report.
Maintain Master Deficiency and Resolution Log – RCE will maintain a commissioning concern list throughout the course of the project. This list will document any issues discovered, responsible party, actions taken, and final resolution. The log will be reviewed on a regular basis with all involved parties.
Warranty/Acceptance Phase During this stage of the project RCE will provide:
Coordinate and Approve Training – We will coordinate and approve the operation and maintenance training to make sure that all key personnel (Owner, maintenance/facility personnel, HVAC design professional, electrical design professional, contractors and construction manager) and items are included and adequately covered. The format for the O&M training sessions will follow the outlines provided in the O&M manuals.
Review and Update O&M Manuals – RCE reviews the set of manuals and ensures that the start-up, maintenance schedules, warrantees, operations, etc. are included and correct for the project. We also check to make sure that all modifications made during the construction phase are included in the manuals.
Prepare Systems Manual – Reynolds will provide all the test results of the functional and pre-functional testing as the basis of the bench marking for the building systems. All of this information will be included in a binder at the beginning of the Systems Manual.
Prepare the Final Commissioning Report – A copy of the finalized Commissioning Report, including a list of participants and roles, brief building description, overview of commissioning and testing scope, including final version of OPR and BOS lessons learned and benefits resulting from commissioning, a general description of testing and verification methods. RCE will include a signed letter of certification verifying the adequacy of the equipment, documentation and training meeting the contract documents in the following areas. For each piece of commissioned equipment, the report will contain the disposition of the Commissioning Authority regarding:
Equipment Meeting the Equipment Specifications
Equipment Installation
Functional Performance and Efficiency
Equipment Documentation
Operator Training
A letter certifying the performance of additional LEED credit tasks, will also be included.
Additional Commissioning Record Items – The commissioning record shall also include the issues log, commissioning plan, progress reports, submittal and O&M manual reviews, training record, test schedules, construction checklists, start-up reports, functional tests and trend log analysis.
Review Outstanding Commissioning Issues – Prior to turning over the final commissioning documents we will review the status of the commissioning concern list with the District and reference the status of all outstanding commissioning concerns and their disposition.
Develop a Specific Building Maintenance Plan (BMP) – RCE will develop a building maintenance plan for the building’s critical systems in accordance with the design, manufacturer’s recommendations, and the MOU (Section 11.C.6).
Assemble and Turn Over All Final Commissioning and LEED Documents – After receiving approval from the District for the Final Commissioning Report, RCE will turn over to the owner the Final
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Commissioning Report, the O&M Manuals, the as-built drawings, LEED documentation for enhanced commissioning credit, and the Systems Manuals.
Recommends Acceptance to Client– Upon completion of all testing and retesting of systems and equipment, as well as the turnover of all deliverables to MSA/ Baltimore City Schools, RCE will recommend acceptance of all commissioned systems.
Near-Warranty End Period Review – RCE will return to the site 10 months into the 12 month warranty period to review any issues or concerns related to the original and seasonal commissioning. We also interview facilities staff and identify issues or concerns with the operation of the building. Reynolds will assist facility staff in developing reports and documents. We will provide suggestions for improvement and record any changes in the O&M manual. Any issues that may fall under warranty or the original construction contract will be identified.
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TAB 4: References and Work Samples
References and Work Samples
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STATE COLLEGE AREA SCHOOL DISTRICT Mr. Ed Poprick Director of Physical Plant 814.231.1011 [email protected]
Ferguson Township Elementary School
Mount Nittany Elementary School
Gray’s Woods Elementary School MARPLE NEWTOWN SCHOOL DISTRICT Mr. Michael Dumin Director of Operations 610.359.4200, ext. 4270 [email protected]
Marple Newtown High School MIFFLIN COUNTY SCHOOL DISTRICT Mr. Sean Daubert Chief Financial Officer 717.248.0148 [email protected]
Mifflin County High School THE PENNSYLVANIA STATE UNIVERSITY Mr. Thomas Ertsgaard Facility Engineer III 814.863.9937 [email protected]
Hort Woods Child Care Center *Under Tab 2: Building Commissioning Experience, we provide the required reference project information.
Samples
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COMMISSIONING PLAN: Ferguson Township School District
State College Area School District
COMMISSIONING PLAN
For
Ferguson Township Elementary School
State College Area School District
Prepared By
Reynolds Consulting Engineers, Inc.
353 Markle Drive
Harrisburg, PA 17111
Commissioning Plan
File: CxPlan.doc 09-4112 Ferguson Township Elementary School
ii
Commissioning Plan
Summary
The Commissioning Plan the plan provides direction for the commissioning tasks during construction.
The plan focuses on providing support for the commissioning process and provides format for the
application of the commissioning process.
Table of Contents
1. Overview .............................................................................................................................................................. 4
1.1 Abbreviations and Definitions ...................................................................................................................... 4
1.2 Purpose of the Commissioning Plan ............................................................................................................ 4
1.3 Commissioning Scope .................................................................................................................................. 4
1.4 Commissioned Systems ................................................................................................................................. 5
1.5 Forms ........................................................................................................................................................... 5
2. General Building Information ........................................................................................................................... 5
3. Commissioning Team Data (primary parties) ......................................................................................................... 5
4. Roles and Responsibilities ...................................................................................................................................... 7
4.1 Team Members ............................................................................................................................................. 7
4.2 General Management Plan ........................................................................................................................... 7
4.3 General Descriptions of Roles ..................................................................................................................... 7
5. Commissioning Process....................................................................................................................................... 7
5.1 Commissioning Scoping Meeting ...................................................................................................................... 7
5.2 Final Commissioning Plan ........................................................................................................................... 8
5.3 Miscellaneous Meetings ............................................................................................................................... 8
5.4 Miscellaneous Management Protocols ........................................................................................................ 8
5.5 Progress schedule ........................................................................................................................................ 8
5.6 Initial Submittals and Documentation ......................................................................................................... 9 5.6.1 Standard Submittals ................................................................................................................................. 9 5.6.2 Special Submittals, Notifications and Clarifications ................................................................................ 9
5.7 Prefunctional Checklists .............................................................................................................................. 9 5.7.1 Start-up Plan ............................................................................................................................................ 9 5.7.2 Execution of Checklists and Startup ........................................................................................................ 9 5.7.3 Deficiencies and Non-Conformance ...................................................................................................... 10 5.7.4 Controls Checkout Plan ......................................................................................................................... 10
Commissioning Plan
File: CxPlan.doc 09-4112 Ferguson Township Elementary School
iii
5.8 Development of Functional Test and Verification Procedures .................................................................. 10 5.8.1 Overview ................................................................................................................................................ 10 5.8.2 Development Process ............................................................................................................................. 10
5.9 Execution of Functional Testing Procedures ............................................................................................. 10 5.9.1 Overview and Process ............................................................................................................................ 10 5.9.2 Deficiencies and Retesting ..................................................................................................................... 11 5.9.3 Facility Staff Participation ..................................................................................................................... 11
5.10 O&M Manuals and Warranties .................................................................................................................. 11 5.10.1 Commissioning Record ..................................................................................................................... 11
5.11 Training and Orientation of Owner Personnel .......................................................................................... 11
5.12 Warranty Period......................................................................................................................................... 11
6. Schedule ............................................................................................................................................................. 12
6.1 General Issues ................................................................................................................................................ 12
6.2 Project Schedule .......................................................................................... Error! Bookmark not defined.
Commissioning Plan
File: CxPlan.doc 09-4112 Ferguson Township Elementary School
iv
Preliminary Plan – 1/15/11
Final Plan – 4/27/12
Commissioning Plan—Construction Phase
Project: State College Area School District Cx Plan Version
Mount Nittany Elementary School
Date: January 2011
1. Overview
1.1 Abbreviations and Definitions
The following are common abbreviations used in this document.
A/E Architect and design engineers GC- General Contractor
CA- Commissioning authority MC- Mechanical Contractor
CC- Controls contractor OR- Owner’s Representative
CM- Construction Manager PC- Plumbing Contractor
Cx- Commissioning PC- Prefunctional checklist
Cx Plan- Commissioning Plan document PM- Project Manager
EC- Electrical Contractor TAB- Test and balance contractor
FT- Functional Performance Test
1.2 Purpose of the Commissioning Plan
The purpose of the commissioning plan is to:
Provide direction for the commissioning process during construction, particularly providing resolution
for issues and providing details that cannot be, or were not, fully developed during design, such as
scheduling, participation of various parties of this particular project, actual lines of reporting and
approvals, coordination, etc.
This plan does not provide a detailed explanation of required testing procedures. Additionally, this plan
does not provide extensive narrative on all commissioning concepts, as may be provided in other
commissioning guides.
1.3 Commissioning Scope
Commissioning is a systematic process of ensuring that all building systems perform interactively
according to the design intent and the owner’s operational needs. This is achieved by testing through
construction, acceptance and the warranty period with actual verification of performance.
Commissioning during the construction of this project is intended to achieve the following specific
objectives:
Conduct design document reviews at pre-determined submissions of the design phase and back
check any comments in subsequent submissions.
Ensure that applicable equipment and systems are installed properly and receive adequate
operational checkout and startup.
Commissioning Plan
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Verify and document proper performance of HVAC equipment and systems. Verification of the
following activities:
Component compliance with design capabilities.
Valve and Damper Sequencing.
Start/Stop operation.
Control Sequence of operation.
Verifying that the Contractor’s submitted information is sufficient for proper installation of
the systems. Approval of the Contractor’s submittals will be provided by the A/E.
Reporting any Variances.
O&M documentation will be reviewed by the commissioning team before being turned over
to the Owner. Approval of the Contractor’s O & M submittals will be provided by the A/E.
Commissioning Agent will oversee the operator training sessions for HVAC systems.
Operator training will be provided by the Contractor responsible for installing the equipment.
1.4 Commissioned Systems
The following systems are to be commissioned:
1. All equipment of the heating, ventilation and air conditioning system.
2. Central building automation systems (BAS), including remote monitoring through the
graphical user interface using a standard Web browser (this excludes any security-related
control systems or interlocks).
3. Domestic Hot Water System.
4. Lighting and daylighting controls.
5. Exterior lighting systems.
1.5 Forms
The MC provides start-up forms and checklists for their respective systems. Functional test forms will be
developed for the controls system by the CA based on the approved sequences of operation.
2. General Building Information
Project: Mount Nittany Elementary School
For: State College Area School District
Location: State College, PA
RCE Project Number: 09-4112
3. Commissioning Team Data (primary parties)
State College Area School District:
Name Position Phone Fax E-Mail
Dr. Richard Mextorf Superintendent of Schools 814-231-1016 [email protected]
Edward Poprik Facilities Director 814-231-1026 814-231-1040 [email protected]
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vi
Alexander Building Company
- Construction Manager
Name Position Phone Fax E-Mail
Scott Miller Project Manager 814-237-6059 814-237-6092 [email protected]
Schrader Group Architecture, LLC
- Architect
Name Position Phone Fax E-Mail
David McIlnay Principal 215-482-7440 215-482-7441 [email protected]
Barton Associates, Inc
- MEP Engineers
Name Position Phone Fax E-Mail
Roger Thies Vice President 814-237-2180 [email protected]
Reynolds Consulting Engineers:
- Commissioning Authority
Name Position Phone Fax E-Mail
Jim Horst President 717-561-8030 717-561-8038 [email protected]
Jim Decker Commissioning Associate 717-561-8030 717-561-8038 [email protected]
Poole Anderson Construction, LLC
- General Contractor
Name Position Phone Fax E-Mail
Chad Lakatosh Project Manager [email protected]
Allied Mechanical & Electrical
- HVAC Contractor
Name Position Phone Fax E-Mail
Bud Halderman Project Manager 814-272-1933 814-235-1288 [email protected]
Intercon
- ATC Contractor
Name Position Phone Fax E-Mail
Dave Drake Project Manager 717-909-7000 717-909-7070 [email protected]
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4. Roles and Responsibilities
4.1 Team Members
The members of the commissioning team consist of the Owner’s Representative, the Commissioning
authority (CA), the Construction Manager (CM), the General Contractor (GC or Contractor), the
architect and design engineers (particularly the mechanical engineer), the HVAC Contractor (HC), the
Electrical Contractor (EC), the Test and balance contractor (TAB) representative, the Controls
Contractor (CC), any other installing subcontractors or suppliers of equipment. The Owner’s facilities
staff is also a member of the commissioning team.
4.2 General Management Plan
The CA is hired by the Owner directly. The CA directs and coordinates the commissioning activities and
reports to the Owner. All members work together to fulfill their contracted responsibilities and meet the
objectives of the Contract Documents. Refer to the management protocols section below.
4.3 General Descriptions of Roles
General descriptions of the commissioning roles are as follows:
CA: Coordinates the Cx process, oversees equipment start-up and performance tests.
CM: Facilitates the Cx process.
GC: Facilitates the Cx process; coordinates and supervises work of subcontractors.
MC: Facilitates the Cx process; completes system installation and operational checkout;
ensures HVAC equipment start-up and owner training are completed; provides all
testing and documentation as required by the construction documents.
CC: Facilitates the Cx process; completes BAS installation and operational checkout;
performs and documents performance tests, ensures CA and owner training are
completed for operation of BAS.
A/E: Perform contracted construction observation, approve O&M manuals and shop
drawings, and assist in resolving problems.
Mfr: The equipment manufacturers and vendors provide documentation to facilitate the
commissioning work and perform contracted startup.
OR : Facilitates and supports the Cx process and gives final approval of the Cx work
5. Commissioning Process
This section sequentially details the commissioning process by commissioning task or activity.
5.1 Commissioning Scoping Meeting
The CA will conduct a commissioning scoping meeting within 60 days of the start of MEP construction.
At the meeting, commissioning parties are introduced and the commissioning process reviewed,
including management and reporting lines. The outcome of this meeting is the increased understanding
by all parties of the commissioning process and their respective responsibilities. The meeting provides
the CA additional information needed to produce the Cx Plan.
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5.2 Final Commissioning Plan
The CA finalizes the draft Cx Plan using the information gathered from the scoping meeting. The initial
commissioning schedule is also developed. The schedule is fine-tuned as construction progresses. In
particular, 30 days prior to startup of the primary equipment, the CM will notify the CA and the CA will
meet with the GC and CM and develop a detailed commissioning schedule.
5.3 Miscellaneous Meetings
The CA attends selected planning and job-site meetings in order to remain informed on construction
progress and to update parties involved in commissioning. The CM and GC shall provide the CA with
information regarding substitutions, change orders and any RFI that may affect commissioning
equipment, systems or the commissioning schedule. The CA may review construction meeting minutes,
change orders or RFIs for the same purpose.
Necessary meetings between various commissioning team parties will be scheduled by the CA, through
the CM, as required.
5.4 Miscellaneous Management Protocols
The following protocols will be used on this project.
Issue Protocol
For requests for information (RFI) or
formal documentation requests:
The CA goes through the CM.
For minor or verbal information and
clarifications:
The CA goes direct to the informed party.
For notifying contractors of deficiencies: The CA documents deficiencies through the CM in the form of a
Commissioning Action List. The Owner and CM will decide how to
proceed with each action list item.
For scheduling training: The CA may provide input for the training, but does not do any
scheduling.
For scheduling commissioning meetings: The CA selects the date and schedules through the CM
For making a request for significant
changes:
The CA has no authority to issue change orders.
For making small changes in specified
sequences of operations:
The CA may make small sequences of operations changes to improve
efficiency or control or to correct deficiencies, through the responsible
contractor, but shall document the change and provide all changes of
specified sequences to the CM.
5.5 Progress schedule
The CA regularly communicates with all members of the commissioning team, keeping them apprised of
commissioning progress and scheduling issues through email, progress reports, etc.
The CA will keep all commissioning materials in an organized notebook.
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5.6 Initial Submittals and Documentation
5.6.1 Standard Submittals
The CA reviews approved submissions relative to commissioning issues expressed in the contract
documents, not for general contract compliance (which is the A/E’s responsibility). CA will review
approved submittals for manufacturer and model numbers and compare with installed equipment.
5.6.2 Special Submittals, Notifications and Clarifications
The Subs, CM or A/E notify the CA of any new design intent or operating parameter changes, added
control strategies and sequences of operation, or other change orders that may affect commissioned
systems. The controls contractor provides the CA a full points list with details. Prior to performing
contracted start-up tests, the Contractor shall provide the CA full details of the procedures. As the phases
of the TAB are completed, the draft TAB report is provided to the CA with full explanations of approach,
methods, results, data table legends, etc. The final TAB report is provided to the CA upon completion.
These submittals to the CA do not constitute compliance for submittals for the O&M manuals.
Documentation requirements for the O&M manuals are as required in the contract documents.
The CA may request additional design narrative from the A/E and from the controls contractor depending
on how complete the documentation was which was provided with the bid documents. The CA may
submit written RFIs to contractors through the PM, or address them directly for clarifications, as needed.
5.7 Prefunctional Checklists
Prefunctional checklists are important to ensure that the equipment and systems are hooked up and
operational and that functional performance testing may proceed without unnecessary delays. Each piece
of commissioned equipment receives prefunctional checkout by the HC. In general, the prefunctional
testing for a given system must be successfully completed prior to formal functional performance testing
of equipment or subsystems of the given system.
Prefunctional checklists are primarily static inspections and procedures to prepare the equipment or
system for initial operation (e.g., oil levels OK, fan belt tension, labels affixed, gages in place, sensor
calibration documentation, etc.). However, some start-up checklist items entail simple testing of the
function of a component, a piece of equipment or system (such as measuring the voltage imbalance on a
three phase pump motor). When available, checklists should be augmented or combined with the
manufacturer’s start-up checklist.
5.7.1 Start-up Plan
The CA assists the commissioning team members responsible for startup in developing detailed start-up
plans for all equipment. The equipment start-up plans will be developed as follows:
The MC and EC obtain manufacturer installation, startup and checkout data, including actual
field checkout sheets used by the field technicians and manufacturer’s representatives.
For systems that may not have adequate manufacturer startup and checkout procedures,
particularly for components being integrated with other equipment, the contractor should
provide the added necessary detail and documenting format to the CA.
5.7.2 Execution of Checklists and Startup
The contractors and vendors schedule startup and initial checkout with the CM and CA at the Equipment
Startup Coordination Meeting.
To document the process of startup and checkout, the site technician performing the line item task checks
off items on the start-up and manufacturer field checkout sheets, as they are completed. Only individuals
having direct knowledge of a line item being completed shall check or initial the forms.
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5.7.3 Deficiencies and Non-Conformance
The CA clearly lists any outstanding items of the start-up procedures that were not completed
successfully at the bottom of the procedures form or on the Commissioning Action List. The CA works
with the CM and contractors to correct and retest uncompleted items. The installing contractor or
vendors correct all areas that are concern or incomplete according to the checklists and tests. The CA
provides approval of the initial checkout of each system to the CM.
5.7.4 Controls Checkout Plan
The controls contractor develops and submits a written step-by-step plan to the CA which describes the
process they intend to follow in checking out the control system and the forms on which they will
document the process. The controls contractor will coordinate with the TAB contractor and review the
TAB procedures to determine the capabilities of the control system for use in TAB.
5.8 Development of Functional Test and Verification Procedures
5.8.1 Overview
Functional testing is the dynamic testing of systems (rather than just components) under full operation
(e.g., the variable frequency drive is tested interactively with the air handling unit functions to see if the
fan ramps up and down to maintain the static pressure setpoint). Systems are tested under various modes,
such as during low cooling or heating loads, high loads, component failures, unoccupied, varying outside
air temperatures, power failure, etc. The systems are run through all of the control system’s sequences of
operation and components are verified to be responding as the sequences state. The CC develops the
functional test procedures in a sequential written form. The CA oversees the functional testing executed
by the CC.
The functional testing performed by the CC is independent of the TAB contractor. The intent is for the
TAB work to be complete before functional testing.
5.8.2 Development Process
The CA reviews the specific test procedures to verify proper operation of each piece of equipment and
system, using the testing requirements in the Specifications and other sources. The CA obtains
clarification, as needed, from contractors and the A/E regarding sequences and operation to develop these
tests. Functional testing and verification may be achieved by manual testing (persons manipulate the
equipment and observe performance) or by monitoring the performance and analyzing the results using
trend log capabilities or by stand-alone data loggers. Not all pieces of identical equipment receive in-
depth testing. The CA reviews owner-contracted, factory or required owner acceptance tests and
determines what further testing may be required to comply with the Specifications. Redundancy is
minimized.
5.9 Execution of Functional Testing Procedures
5.9.1 Overview and Process
The CA executes the functional tests. For any given system, prior to performing functional testing, the
CA and CC must wait until start-up has been completed confirming that the system is ready for
functional testing. The control system is tested before it is used to verify performance of other
components or systems. The air balancing and water balancing is completed and debugged before
functional testing of air-related or water-related equipment or systems. Testing proceeds from
components to subsystems to systems and finally to interlocks and connections between systems.
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5.9.2 Deficiencies and Retesting
The CA documents the results of the test. Corrections of minor deficiencies identified are made during
the tests at the discretion of the CA. The CA records the results of the test on the procedure or test form.
Concern or non-conformance issues are noted and reported to the CM. Contractor shall correct non-
conformance issues, notify the CA. The CA schedules retesting through the CM. Decisions regarding
non-conformance and corrections are made at as low a level as possible, preferably between CA or CM
and the contractors. For areas in dispute, final authority, besides the Owner’s, resides with the A/E. The
CA gives final approval on each test.
The CA works with the Owner to test aspects of opposite season performance that could not be verified
during initial performance testing.
5.9.3 Facility Staff Participation
The Owner’s facilities operating staff are encouraged to attend and participate in the testing process.
5.10 O&M Manuals and Warranties
Prior to substantial completion, the CA shall review the O&M manuals for systems that were
commissioned. The CA will communicate deficiencies in the manuals to the CM. The CA also reviews
each equipment warranty and verifies that all requirements to keep the warranty valid are clearly stated.
This work does not supersede the A/E’s review and approval of the O&M manuals.
5.10.1 Commissioning Record
The CA will compile, organize and index the following commissioning data by equipment into labeled,
indexed and tabbed, three-ring binders and deliver it to the OR. The correspondence, meeting minutes
and progress reports, miscellaneous notes, etc. kept in the Commissioning Record Book during
construction will not be retained into this record. The format of the manual follows:
General
Tab 1 Commissioning Plan
Tab 2 Final Commissioning Report
Tab 3 Commissioning Concern List
Equipment Specific
Tab 4-19 Equipment Type
Pre-Functional Checklists
Functional Testing Results
Data Logging Results
5.11 Training and Orientation of Owner Personnel
The CA shall attend the training of the Owner’s operating personnel for commissioned equipment and
systems and confirm that equipment and systems have been adequately demonstrated.
The installing contractor shall demonstrate start-up, operation, control, adjustment, trouble-shooting,
servicing, maintenance, and shutdown of each item of equipment. The operation and maintenance
manuals shall be utilized as the basis for instructions.
5.12 Warranty Period
During the warranty period, seasonal testing and other deferred testing required is completed. The CA
coordinates this activity. Tests are executed and deficiencies corrected by the appropriate Subs,
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xii
witnessed by facilities staff and the CA. The Contractor will make any final adjustments to the O&M
manuals due to the testing are made. In addition the CA will return to the project approximately 10
months into the 12 month warranty period. During this visit(s) the CA will review with facility staff the
current building operation and the condition of outstanding issues related to the original and seasonal
commissioning.
6. Schedule
6.1 General Issues
The following sequential priorities are followed:
1. Equipment is not “temporarily” started (for heating or cooling) until pre-start checklist items and all
manufacturers’ pre-start procedures are completed and moisture, dust and other environmental and
building integrity issues have been addressed.
2. Functional testing is not begun until start-up and TAB is completed, for a given system (this does not
preclude a phased approach).
3. The controls system and equipment it controls are not functionally tested until all the points have
been calibrated by the contractor and pre-functional testing is completed.
4. TAB is not performed until the envelope is completely enclosed and ceiling complete, unless the
returns are ducted.
Samples
www.Reynolds-Companies.com
FUNCTIONAL TEST 1: Ferguson Township School District
State College Area School District
REYNOLDS CONSULTING ENGINEERS
COMMISSIONING PROCEDURES
1
2
°F
% °F
°F °F
°F %
3
Room Temp @ Stat:
PROJECT: State College Area School District - Ferguson Township Elementary School
71
FUNCTIONAL PERFORMANCE TESTING (SEASON ONE)
SEQUENCE OF OPERATION
OPERATIONAL TREND LOGS
UNOCCUPIED MODE: The unit shall remain in OFF mode unless the space temperature of the
served zone exceeds the heating/cooling setpoints or it is signaled into Occupied Mode through an
occupancy sensor (where applicable). Then, it shall be signaled to start and shall run as according to
the Occupied Mode until the space temperature no longer exceeds the setpoint.
OCCUPIED MODE: During occupied periods as signaled by the BAS, the unit shall run according
to OEM control sequences. On a drop in space temperature below the heating setpoint, the unit fan
shall be signaled to start and shall operate in heating mode. The same shall happen in cooling mode
upon a rise in space temperature above the cooling setpoint.
The water source heat pump (WSHP) is controlled by the Building Automation System (BAS). The
WSHP will operate in the Occupied and Unoccupied modes as follows:
SPACE OPERATING STATUS74/70
71.8Night setback Set point: 60
The occupied time of day schedule for the HP as displayed at the BMS Workstation is:
36
UNIT DESIGNATION: Water Source Heat Pump (WSHP-1) SERVING: Classroom 028
RH Sensor Set point:
Temp Sensor Set point:
Actual Rm Temp
HOBO data loggers will be used to measure unit's supply temperature, space temperature and space
humidity in the space served by the HP. The purpose of the logger is to record space temperature
and humidity over time and corresponding discharge air temperature. Results will show actual space
environmental conditions to compare with desired performance as well as occupied /unoccupied
temperature conditions. The deployment of logger should be for a minimum of 48 hours to record a
minimum of two (2) separate occupancy cycles.
Record the following information pertaining to the deployment of the data Logger.
T247Rm Logger #
Units serving more than one classroom: The temperature sensor input from both spaces shall be
averaged unless one space is unoccupied and the other is occupied as sensed by an occupancy
sensor, in which case the the input from the unoccupied room shall be ignored.
T247 SA Logger #
ALARMS: The following alarms shall be anunciated through the BAS: Supply Fan failure; Supply
air temperature less than 70 degress F or more than 75 degrees F; Relative humidity more than 10%
above setpoint; CO2 level more than 500 ppm above outdoor values (where applicable); Leaving
water temperature less than 32 degrees F or more than 135 degrees F; or Smoke detected.
58
Night setup Set point: 85 Room RH @ BMS:
Record the space sensor displayed "set points" for the HP.
Sheet No. 1 of 3
WSHP-1
REYNOLDS CONSULTING ENGINEERS
COMMISSIONING PROCEDURES
A am to pm
B (day) thru (day)
4
5 X
6
7
8 Yes X No
9
10
11 Yes X No
12
13
14
X
15 A
B
16
Was the CO2 alarm operating as expected?
Yes No
Complete items "A" or "B" below in accordance with the season indicated above.
A data logger test will be conducted to prove season temperature maintenance.
Attach data logger results to final report.
Were the summer occupied and unoccupied temperatures and humidity indicated in
item #2 above maintained? ______ Yes _______ No (confirmed by data
loggers)
Were the winter occupied and unoccupied temperatures and humidity indicated in
item #2 above maintained? ___X___ Yes _______ No (confirmed by data
loggers)
Special Observations:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_____________________________________________
Was the HP found to be cooling as expected?
Force the HP to operate in the full heating mode by adjusting the heating set point of the room
sensor to 5 °F above the actual room temperature.
The expected result is: The HP will be forced to full heating, the compressor will be
energized in heating and the BAS displayed room temperature will be below the room
sensor set point.
Was the HP found to be heating as expected?
Test the CO2 alarm in the BAS by manually tripping the sensor in the space.
The expected result is: the BAS should announce an alarm condition for the unit.
Force the HP to operate in the full cooling mode by adjusting the cooling set point of the room
sensor to 5 °F below the actual room temperature.
The expected result is: The HP will be forced to full cooling, the compressor will be
energized in cooling and the BAS displayed room temperature will be above the room
sensor set point.
4
Tests will be conducted "seasonally" during periods where considerable heating and
cooling is required to maintain set points. Functional performance of the HP will be
determined utilizing data logger results. Indicate below the season that the initial data
logger tests were run.
WINTERSUMMER
M F
6
Sheet No. 2 of 3
WSHP-1
REYNOLDS CONSULTING ENGINEERS
COMMISSIONING PROCEDURES
17
X No
Special Observations:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_____________________________________________
The results of the performance testing for the Water Source Heat Pump are in
compliance with the project specifications and the BAS approved sequences.
Yes
Sheet No. 3 of 3
WSHP-1
Samples
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FUNCTIONAL TEST 2: Ferguson Township School District
State College Area School District
REYNOLDS CONSULTING ENGINEERS
COMMISSIONING PROCEDURES
1
a °F
b °F
c %
d %
e
f
2
a
b
The relative humidity as indicated at the BAS is: 100
687.5
Outside Air Temperature Logger number
PERFORMANCE IN THE OCCUPIED MODE OF OPERATION
Record the following information pertaining to the deployment of the data Logger:
T85
PPM
PPM
Record the following information obtained from the BAS:
The Space temperature setpoint as displayed at the BAS is: 68/72
The space CO2 level as indicated at the BAS is:
58
T62
PROJECT: SCASD - Ferguson Township Elementary School
UNIT DESIGNATION: Rooftop Heat Pump Unit (RTHP-1) SERVING: Allpurpose Room 060
HOBO data loggers will be used to measure outside air, return air, supply air and exhaust air
conditions (Dry Bulb Temperature and Relative Humidity) at various locations in the unit. The
purpose of the loggers is to record temperatures over time. Results will show actual airflow
environmental conditions to compare with desired performance as well as occupied /unoccupied
temperature conditions. The deployment of logger should be for a minimum of 48 hours to record a
minimum of two (2) separate occupied and unoccupied cycles.
UNOCCUPIED MODE: The unit shall remain in OFF mode unless the space temperature of the
served zone exceeds the heating/cooling setpoints. Then, it shall be signaled to start and shall run as
according to the Occupied Mode until the space temperature no longer exceeds the setpoint.
SA Temperature after HP coil Logger number
FUNCTIONAL PERFORMANCE TESTING (SEASON ONE)
SEQUENCE OF OPERATION
OPERATIONAL TREND LOGS
The rooftop heat pump unit (RTHP) is controlled by the BAS. The RTHP is indexed to occupied
mode by the BAS. The RTHP is controlled in Occupied and Unoccupied modes as follows:
ALARMS: The following alarms shall be anunciated through the BAS: Supply Fan failure; Supply
air temperature less than 70 degress F or more than 75 degrees F; Relative humidity more than 10%
above setpoint; CO2 level more than 500 ppm above outdoor values; Leaving water temperature less
than 32 degrees F or more than 135 degrees F; or Smoke detected.
The CO2 level setpoint as displayed at the BAS is: 850
The SA temperature as indicated at the BAS is: 59.9
The relative humidity setpoint as displayed at the BAS is:
OCCUPIED MODE: During occupied periods as signaled by the BAS, the unit shall run
according to OEM control sequences. On a drop in space temperature below the heating setpoint,
the unit fan shall be signaled to start and shall operate in heating mode. The same shall happen in
cooling mode upon a rise in space temperature above the cooling setpoint.
Sheet No. 1 of 2
RTHP-1
REYNOLDS CONSULTING ENGINEERS
COMMISSIONING PROCEDURES
3
A am to pm
B (day) thru (day)
4
5 X
6
7
8
X
9 A
B
10
11
X
The expected result is: the BAS should announce an alarm condition for the unit.
Was the CO2 alarm operating as expected?
Yes No
WINTER
6 4
SUMMER
The occupied time of day schedule for the RTHP as displayed at the BMS Workstation is:
Yes No
The results of the performance testing for the Rooftop Heat Pump Unit are in compliance with
the project specifications and the BMS approved sequences.
M F
Special Observations: _Incorrect space RH sensor reading during initial testing. 2/10/12 -
Unit not maintaining setpoint, although it cycles on and off appropriately.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
______________________________________________________________
Did the summer occupied and unoccupied temperatures recorded confirm proper
operation? ______ Yes ______ No (confirmed by data loggers)
Did the winter occupied and unoccupied temperatures recorded confirm proper
operation? ___X___ Yes _______ No (confirmed by data loggers)
Tests will be conducted "seasonally" during periods where considerable heating and cooling is
required to maintain set points. Functional performance of the RTHP will be determined
utilizing data logger results. Indicate below the season that the initial data logger tests were
run.
Test the CO2 alarm in the BAS by manually tripping the sensor in the space.
Complete items "A" or "B" below in accordance with the season indicated above. A
data logger test will be conducted to prove season temperature and humidity
maintenance. Attach data logger results to final report.
Sheet No. 2 of 2
RTHP-1
Samples
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FUNCTIONAL TEST 3: Ferguson Township School District
State College Area School District
REYNOLDS CONSULTING ENGINEERS
COMMISSIONING PROCEDURES
1
a
b
c
d
T71
Exhaust Air Temperature Logger number T304
FUNCTIONAL PERFORMANCE TESTING
Record the following information pertaining to the deployment of the data Logger:
Outside Air Temperature Logger number
Supply Air Temperature Logger number
T76
T75
Return Air Temperature Logger number
HOBO data loggers will be used to measure outside air, return air, supply air and exhaust air
conditions (Dry Bulb Temperature and Relative Humidity) at the unit. The purpose of the loggers is
to record temperatures over time. Results will show actual airflow environmental conditions to
compare with desired performance as well as occupied /unoccupied temperature conditions. The
deployment of logger should be for a minimum of 48 hours to record a minimum of two (2) separate
occupied and unoccupied cycles.
OCCUPIED MODE: The ERV supply and exhaust fans are energized as indexed by the DDC
controller. The outdoor air and exhaust air dampers will be open. The ERU supply and exhaust
fans will run continuously during the occupied cycle. The energy recovery wheel shall rotate unless
the unit is in the economizer mode.
ALARMS: The following conditions shall be anunciated as alarms through the BAS:
Wheel Frost Control: If the outside air temperature is less than 10°F and wheel frosting is
indicated by a high pressure drop across the wheel, the supply fan shall be stopped for five minutes
at half hour intervals.
a. Wheel leaving air temperature less than 40°F
b. Outside airflow rate of more than 10% below design flow
c. High outside air filter differential pressure
PROJECT: SCASD - Ferguson Township Elementary School
UNIT DESIGNATION: Energy Recovery Unit (ERV-1) SERVING: North Classroom Wing
Economizer Mode: If the outside air enthalpy is less than the average indoor air enthalpy, the
enthalpy wheel shall stop rotation. Economizer mode shall be disabled at outside air temperatures
less than 45°F
SEQUENCE OF OPERATION
OPERATIONAL TREND LOGS
The energy recovery ventilator (ERV) is controlled by and is indexed to occupied/unaccupied mode
by the BAS. The ERV is controlled in Occupied and Unoccupied modes as follows:
UNOCCUPIED MODE: The supply and exhaust fans will be de-energized. The outdoor air
damper and the exhaust air damper will be closed. The energy recovery wheel shall be de-
energized.
d. High return air filter differential pressure
e. High energy wheel differentail pressure
f. Outside air fan failure
g. Exhaust air fan failure
Sheet No. 1 of 2
ERV-1
REYNOLDS CONSULTING ENGINEERS
COMMISSIONING PROCEDURES
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Through the BAS, put the ERV back in the Occupied mode.
The expected result is the outdoor air and exhaust air dampers should open. After both
dampers have opened, the ERV fans should energize.
The ERV status as displayed at the BAS is: ON On/Off
The actual observed ERV status is: ON On/Off
Open/Closed
The position of the exhaust air damper is: CLOSED Open/Closed
The ERV status as displayed at the BAS is: OFF On/Off
The actual observed ERV status is: OFF On/Off
The position of the outdoor air damper is: OPEN Open/Closed
OPEN Open/ClosedThe position of the exhaust air damper is:
The position of the outdoor air damper is: CLOSED
Through the BAS, put the ERV in the Unoccupied mode.
The expected result is the ERV should de-energize and the outdoor air and exhaust air
dampers should close.
Verify that the disconnect is on and the unit is in the Occupied mode.
The ERV status as displayed at the BAS is: ON On/Off
The actual observed ERV status is: ON On/Off
Yes No
The results of the performance testing for the Energy Recovery Ventilator are in compliance
with the project specifications and the BAS approved sequences.
Special Observations:
___________________________________________________________________________
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The enthalpy wheel status as displayed at the BAS is: OFF On/Off
The actual observed ERV status is:
The expected result is the enthalpy wheel should stop rotation.
OFF On/Off
Test the Alarm statuses by overriding the BAS so that each alarm condition listed above goes
into effect.
Were each of the alarms present on the BAS when tested?
Release all overrides and place the unit back into its normal operating conditions.
Test the Economizer mode by overriding the BAS so that the OA enthalpy is less than the
average indoor air enthalpy.
Sheet No. 2 of 2
ERV-1
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TAB 5: Fee Proposal and Agreement
Fee Proposal and Agreement
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Reynolds Consulting Engineers, Inc. prefers to use the AIA Document B211-2007, Standard Form for Architect’s Services: Commissioning agreement, which is modified to fit the scope of services and preferences of the owner with respect to terms and conditions of the contract. This agreement would include the terms and conditions specified in the request for proposal, and would be subject to additional terms as mutually agreed upon by the owner and Reynolds. A sample form of agreement is attached.
FEE PROPOSAL INFORMATION 1. Submit a Lump Sum Fee Proposal in the following format: Reynolds Consulting Engineers, Inc., proposes to provide Building Commissioning services to the State College Area School District for the High School construction project based on the Scope of Work described in Part B of this Request for Proposal and the Form of Agreement and its terms and conditions attached to the Proposal, for a fixed fee of: $179,229 2. In addition to the above referenced services, an additional fee is proposed to complete the building envelope commissioning services, also described in Part B of this Request for Proposal as follows: $15,876 3. Provide a breakdown of the Lump Sum Fee Proposal, stating recommended sampling rates, and detailing tasks, hours, and costs for the following phases: $15,328 a. Design Phase $84,490 b. Construction Phase 1- New $42,245 c. Construction Phase 2 – New/Renovation $14,082 d. Construction Phase 3 – North construction $19,980 e. Warranty/Acceptance Phase The recommended sampling rate is 50% for terminal units and lighting controls. *Please see the detailed breakdown of our fees on the following page.
Fee Proposal and Agreement
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Design Phase
TASK QUANTITY HOURS SUB-T STAFF TOTAL BASE
Scoping meeting 1 5 5 CA HOURS FEE
Design Ph meeting 3 5 15 CA
OPR / BOD 1 4 4 SE
Cx design review @ DD phase 2 40 80 SE
Commissioning Plan / specs 1 16 16 CA
Cx design review @ 95% 1 20 20 SE
140 $15,328
Construction Phase 1
TASK QUANTITY HOURS SUB-T STAFF TOTAL BASE
Overview of Commissioning process / Cx plan 1 7 7 CA HOURS FEE
Cx orientation meetings (Pre-bid / pre construction)
2 4 7 CA
Cx meetings 16 4 58 CA
Review Submittals 1 45 45 CT
Prefunctional / functional tests forms 1 72 72 CT
Review start-up doc 1 58 58 CT
Review TAB doc & approve 1 48 48 CT
HVAC functional tests (witness) 1 295 295 CT
Fire alarm functional tests (witness) 1 34 34 CA
Fire protection functional tests (witness) 1 29 29 CA
Rainwater harvesting functional tests (witness) 1 19 19 CT
Domestic hot water functional tests (witness) 1 10 10 CT
Emergency power functional tests (witness) 1 29 29 CA
Paging system functional tests (witness) 1 19 19 CA
Daylight harvesting functional tests (witness) 1 48 48 CA
Concern list 1 53 53 CA
Review equipment warranties 1 34 34 CT
Training oversee / video record 8 4 29 CT
LEED docs 1 24 24 CA
Cx Report 1 24 24 CA
940 $84,490
Fee Proposal and Agreement
www.Reynolds-Companies.com
Construction Phase 2
TASK QUANTITY HOURS SUB-T STAFF TOTAL BASE
Overview of Commissioning process / Cx plan 1 4 4 CA HOURS FEE
Cx orientation meetings (Pre-bid / pre construction) 2 2 4 CA
Cx meetings 16 2 29 CA
Review Submittals 1 23 23 CT
Prefunctional / functional tests forms 1 36 36 CT
Review start-up doc 1 29 29 CT
Review TAB doc & approve 1 24 24 CT
HVAC functional tests (witness) 1 148 148 CT
Fire alarm functional tests (witness) 1 17 17 CA
Fire protection functional tests (witness) 1 14 14 CA
Rainwater harvesting functional tests (witness) 1 10 10 CT
Domestic hot water functional tests (witness) 1 5 5 CT
Emergency power functional tests (witness) 1 14 14 CA
Paging system functional tests (witness) 1 10 10 CA
Daylight harvesting functional tests (witness) 1 24 24 CA
Concern list 1 26 26 CA
Review equipment warranties 1 17 17 CT
Training oversee / video record 8 2 14 CT
LEED docs 1 12 12 CA
Cx Report 1 12 12 CA
470 $42,245
Construction Phase 3
TASK QUANTITY HOURS SUB-T TOTAL BASE
Overview of Commissioning process / Cx plan 1 1 1 CA HOURS FEE
Cx orientation meetings (Pre-bid / pre construction) 2 1 1 CA
Cx meetings 16 1 10 CA
Review Submittals 1 8 8 CT
Prefunctional / functional tests forms 1 12 12 CT
Review start-up doc 1 10 10 CT
Review TAB doc & approve 1 8 8 CT
HVAC functional tests (witness) 1 49 49 CT
Fire alarm functional tests (witness) 1 6 6 CA
Fire protection functional tests (witness) 1 5 5 CA
Rainwater harvesting functional tests (witness) 1 3 3 CT
Domestic hot water functional tests (witness) 1 2 2 CT
Emergency power functional tests (witness) 1 5 5 CA
Fee Proposal and Agreement
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Paging system functional tests (witness) 1 3 3 CA
Daylight harvesting functional tests (witness) 1 8 8 CA
Concern list 1 9 9 CA
Review equipment warranties 1 6 6 CT
Training oversee / video record 8 1 5 CT
LEED docs 1 4 4 CA
Cx Report 1 4 4 CA
157 $14,082
Warranty Phase
TASK QUANTITY HOURS SUB-T TOTAL BASE
Seasonal Testing Warranties review 1 120 120 CA HOURS FEE
10 Month on-site inspection / selected repeat testing 1 65 65 CA
185 $19,980
Reimbursables $3,105
Recommended Sampling Rate -- 50% for terminal equipment & lighting control
Total Hours 1,892
Total Lump Sum Fee $179,229
4. Provide a Fee Schedule of Hourly Rates used to calculate the above fees that will be used for any Additional Services that may be required on the project.
Position Hourly Rate
Senior Engineer $110
Commissioning Agent $108
Commissioning Technician $80
5. Reimbursable Expenses: The proposed Lump Sum Fee should include all reimbursable expenses. The Commissioning Provider Organization will not be reimbursed for the following: −Accounting −Telecommunications and Postage −Mileage, Transportation, and Parking −Travel Expenses −Photocopying and Office Supplies