request for statement of qualifications
TRANSCRIPT
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
Nicholas County Board of Education
Summersville, West Virginia
REQUEST FOR STATEMENT
OF
QUALIFICATIONS
Independent HVAC Commissioning Services
for a
Multiple New School Projects
These projects are individual and may be awarded individually or as a group.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
TABLE OF CONTENTS
REQUEST FOR QUALIFICATIONS PAGE
Section I – Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Section II – Request for Qualifications . . . . . . . . . . . . . . . . . . . . . 1
Section III – Scope of Services . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Section IV – Statement of Qualifications . . . . . . . . . . . . . . . . . . . 6-7
A. General Organization
B. K-12 Design Experience
C. Key Personnel Qualifications
D. Project Approach and Understanding
E. Project Reference
Section V – Submittal Requirements . . . . . . . . . . . . . . . . . . . . . . 8
Section VI – Selection Process and Tentative Schedule . . . . . . . 8-9
Section VII – General Information . . . . . . . . . . . . . . . . . . . . . . . 9-10
TABLE OF CONTENTS
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
Page 1
SECTION I – INTRODUCTION
The Nicholas County Board of Education (NCBOE) is inviting qualified firms to submit a
Statement of Qualifications (SOQ) for providing Independent HVAC Commissioning Services for
a multiple new school projects, located in Nicholas County, West Virginia. The Board of
Education considers the design and construction of these new schools as separate projects, and
through the qualification process reserve their right to award to separate firms or as a group of
projects to one firm.
SECTION II – REQUEST FOR QUALIFICATIONS
Qualified firms may submit a statement of qualifications to provide consulting services for the
above referenced project(s). These services will include field observations, inspections and testing
is accordance with ASTM, ASHRAE, and / or LEED standards and other applicable testing
standards specified in the Contract Documents and/or requested by Nicholas County Board of
Education. The county board of education will be using the process as required in West Virginia
Code 5G-1-3. Submitting firms must follow the instructions as provided in Section IV of this
document. All firms submitting proposals will be considered and the firm considered most
qualified will be considered for contract negotiation.
SECTION III – SCOPE OF SERVICES
Independent HVAC Commissioning Services shall include services related, but not limited, field
observations, inspections and testing, etc. The scope of services shall consist of a new high school
and new elementary. These projects are not intended to be LEED projects.
These services shall include the following provisions (at a minimum):
Item 1 – GENERAL
A. All services will be performed by qualified professionals in collaboration with the
county administrative staff, the SBA and the Construction Manager assigned to the
project.
B. Professional personnel (engineers, project managers / supervisors, technicians, etc.)
performing the duties described in this proposal shall be properly educated and
trained to provide the services. All personnel performing commissioning duties
shall be certified and/or licensed to perform their duties.
C. The Consultant shall coordinate their activities with the Construction Manager.
D. Provide proof of coverage for Professional Liability coverage and Commercial
Automobile Liability Insurance coverage. The Owner, Architect and Construction
Manager shall be named as additional insured’s. The minimum coverages shall be
those required by the School Building Authority of WV.
E. All reports shall be provided to the Board of Education and/or a designated
representative.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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Item 2 – OVERVIEW OF COMMISSIONING SERVICES
The Board of Education is seeking the services of a qualified and independent third
party commissioning agent for single or multiple projects. The projects are currently in
pre-design phase.
The objective of the hvac commissioning agent is to provide documented confirmation
that a facility fulfills the functional and performance requirements of the building owner,
occupants, and operators. To reach this goal, it is necessary for the commissioning
process to establish and document the Owner’s Project Requirements (OPR) which
includes criteria for system function, performance, and maintainability; as well as, to
verify and document compliance with these criteria throughout design, construction,
start-up, and the initial period of operation. In addition, verify operation and maintenance
(O&M) manuals, as well as training on system operation, are provided to the building
operators to ensure the building continues to operate as intended.
The commissioning agent will be involved throughout the project from the design
through the warranty phases. The primary role of the commissioning agent during the
design phase is to develop a commissioning plan, perform focused reviews of the design,
drawings and specifications at various stages of development, develop detailed
commissioning specifications and review the design to ensure it meets the Owner’s
project requirements. During construction, the commissioning agent attends regularly
schedules meetings, reviews submittals (concurrent to the Architect/Engineer’s review),
develops checklists for systems commissioned and works with the construction manager
and contractors in tracking of checklist completion, develops and coordinates the
execution of a testing plan which includes observing and documenting all system’s
performance to ensure that systems are functioning in accordance with the Owner’s
project requirements. The commissioning agent is not responsible for design or general
construction scheduling, cost estimating, or construction management, but may assist
with problem-solving or resolving non-conformance issues or deficiencies.
Item 3 – SCOPE OF BASIC COMMISSIONING SERVICES
A. Assist in preparation and review of Owner’s Project Requirements (OPR) and, basis
of design documents (BoD) for the Mechanical, Electrical, and Plumbing systems.
Review contract design and construction documents as needed to be familiar with
the commissioned systems design intent, installation, and operations.
B. Review of construction documents to ensure compliance with the commissioning
requirements and basis of design.
C. Develop commissioning specifications sections and requirements for inclusion in
the contract documents, assigning the commissioning responsibilities of the various
participants during construction through the completion and acceptance of the
project by the County.
D. Coordinate the commissioning work with the contractor(s) and construction
manager and verify that commissioning activities are being scheduled into the
master project schedule.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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E. Develop pre-functional commissioning checklists and performance verification
forms. Samples of the check lists and forms shall be included in the project
specifications for bidding purposes; final check lists and performance verification
forms shall be prepared after all shop drawings have been approved.
F. Prepare written commissioning plan establishing commissioning agent (Cx)
authority and identifying responsibilities of each trade affected by the
commissioning process, outlining all systems to be commissioned and associated
tests to be performed. The plan shall address commissioning activities during each
construction phase outlining all systems to be commissioned and associated tests to
be performed, subsequent deferred or seasonal testing, and warranty period follow
up. Plan shall be presented at pre commissioning meeting that will be scheduled
and chaired by the commissioning agent.
G. Review written incident reports for events that result in major equipment damage.
H. Attend pre bid meeting to answer commissioning related questions.
I. Plan and conduct a commissioning scoping meeting where the commissioning
process is reviewed with the County, Construction Manager, Mechanical, Plumbing
and Electrical contractors. Attend selected meetings to obtain information on the
construction process.
J. Attend the contractor’s pre construction meeting to answer commissioning related
questions. Commissioning agent shall plan and conduct a separate and independent
pre construction and / or pre installation meeting to review the commissioning
process and systems to be commissioned with the contractors.
K. Review approved shop drawings for commissioned equipment/systems.
Commissioning agent review does not supersede the review and approval of the
design engineer, but are primarily used to aid the commissioning agent to be aware
of what has been approved for installation on the project and to assist in preparation
for commissioning.
L. Review construction correspondence (RFIs, responses, change orders, project
schedule) pertinent to commissioned equipment/systems to be aware any changes
or clarifications made during construction process.
M. Review equipment submittals and O&M manuals.
N. Review equipment start-up plans and start-up documentations to verify that the
check lists and start ups are completed according to the approved plans.
O. Write and distribute pre-functional tests and check lists to be reviewed by all parties
and performed by the Contractor during the start-up process.
P. Perform unscheduled walks through the building to observe and keep abreast of
commissioned systems installation progress and attend selected progress meetings.
Q. Observe representative piping system pressure tests, flushing, cleaning, and
chemical treatment.
R. Commissioning agent is to review specified control sequences and interlocks and
work with the contractors and design engineers until sufficient clarity has been
obtained in writing to be able to write detailed testing procedures.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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S. Observe representative duct pressure testing and sampling of duct systems,
plenums, coils, and filters for cleanliness, damage, or leakage.
T. Be present to observe representative start-up of equipment that is to be supervised
and certified by the equipment manufacturer’s authorized agent such as roof top
equipment, chillers, boilers, AHUs, VFDs, etc. Witness and document the
functional performance test procedures as executed by contractors.
U. Review the submittals for testing, adjusting, and balancing (TAB) agency for
personnel qualifications, instrumentations calibrations, and the TAB strategies and
procedures plan. Periodically observe and verify actual on site testing, adjusting,
and balancing of the air and water systems. Review the certified report submitted
by the TAB agency. Provide recommendations as required.
V. Observe installation and operation of the HVAC controls and Direct Digital Control
Systems. In addition to diagnostics achieved via review of automation systems
trends, Commissioning agent will physically verify calibration of a representative
sampling of temperature, humidity, air and water pressure sensing devices and
verify operations of automation system’s building and energy management
routines.
W. Observe the operation, performance, controlling sequences and safety systems for
the following. The systems listed below are listed as an example and do not
represent all or partial systems that may be designed and specified for future County
facilities:
a. All HVAC systems and controls.
b. Building Automation systems.
c. A representative sampling of HVAC and plumbing equipment in all areas of
the building; a representative sampling shall be minimum of 25% the total
quantity installed.
d. Geothermal or VRF systems, as applicable.
e. Central plant equipment such as but not limited to (boilers, chillers, heat pumps,
pumping systems, ground source loop, etc.) as applicable.
f. Verification of outside air to each building within the scope of design.
g. Domestic water system.
h. Energy related plumbing systems including domestic hot water generation.
i. Interior buildings lighting control system including occupancy sensors.
j. Site lighting and control systems.
X. Review contractor prepared Operating and Maintenance Manuals, as-built
drawings, and all certifications require for submission by project specifications.
Recommendation of approval when appropriate shall be forwarded to the
construction manger and project architect / engineer for inclusion in their final
submission of project close out documentation to the County.
Y. Review training procedures and materials and attendance of training sessions
regarding operations and maintenance of the commissioned systems.
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Z. Maintain a master deficiency and resolution log and a separate testing record and
provide to construction manager written progress reports and test results with
recommended action.
AA. Incorporate one set of review comments and distribute final testing documents.
BB. Furnish interim written reports of commissioning agent observations including
issues tracking log, and provide a final written report to recommend acceptance of
the commissioned systems upon satisfactorily completing the commissioning
process.
CC. Compile and maintain a commissioning record, which shall include: Description of
the County’s project requirements, project specifications, verification of
installation through construction check lists disposition, functional performance
testing results and forms, O&M documentation review, value of commissioning
process, and a list of outstanding issues.
DD. Commissioning shall be performed while the building is in heating mode and when
in cooling mode. Each seasonal commissioning will involve reviewing a complete
set of automation system trends and on-site performance verification.
EE. Comply with all LEED commissioning requirements and perform all tasks and
functions required for the project to achieve the LEED Commissioning
Prerequisites including uploading all necessary documents to USGBC website (as
applicable).
FF. Review equipment warranties and verify that the County’s responsibilities are
clearly defined.
GG. Provide a final commissioning report. The report shall include an executive
summary, list of participants and roles, brief building description of testing and
verification methods. All outstanding non-compliance items shall be specifically
listed. Recommendations for improvements to equipment or operations, future
actions, commissioning process changes, etc. shall also be listed. Each non-
compliance issue shall be referenced to the specific functional test, inspection, trend
log, etc., where the deficiency is documented. Ensure client is provided proper and
complete training of systems and components, and verify the training provided by
the contractors to achieve the Owner’s project requirements.
HH. Attend a minimum of ten (10) progress commissioning meetings in addition to all
required tasks and meetings of the commissioning process. Arrange meetings to
coincide with site visits as much as possible.
II. Observe functional performance test and up to one (1) retest on all equipment until
satisfactory performance is achieved.
JJ. Coordinate a controls integration meeting where the electrical and mechanical
engineers discuss integration issues between equipment, systems, and disciplines.
KK. Perform commissioning services responsive to the construction schedule.
LL. Interim site visits to observe the work in progress and to perform pre-functional
checks shall occur as work is performed and completed.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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MM. Commissioning agent performance verifications are to be done when systems are
completely installed, balanced, and under automatic control.
NN. Review all air and water testing and balancing reports and automation systems
trends for equipment and systems performance verifications.
Note the final scope of services shall be reviewed with the Owner and Owner’s representatives
and will be determined based on the needs of each project.
SECTION IV – STATEMENT OF QUALIFICATIONS
The Commissioning Agent will be selected through a qualifications-based selection process.
Firms interested in providing consulting services must submit a Statement of Qualifications (SOQ)
that addresses the following issues:
A. General Information (10 points)
1. Provide a general description of the firm that is proposing to provide services.
Explain the legal organization of the proposed firm.
2. Provide an organizational chart showing numbers and types of key personnel that will
be providing services for this project.
3. Provide a list of sub-consultants along with their experience and qualifications.
B. Project Experience (25 points)
1. Identify at least three (3) comparable projects in which the firm served as the
commissioning agent for the projects. For each comparable project identified, provide
the following information using the outline provided:
a. Description of Project
b. Specify Services Provided
c. Project Owner
d. Reference Information
(Names and Telephone Numbers of Contacts for each Project)
2. List all K-12 Projects the firm has provided the requested commissioning services on
over the past five (5) years.
3. Describe experience with School Building Authority (SBA) projects.
C. Experience of Key Personnel to be Assigned to this Project (30 points)
1. Provide a list of all key personnel that will be assigned to this project(s) and describe
the roll each key personnel will be playing in the project(s) assigned.
2. Provide key personnel related education and certifications / qualifications, including but
not limited to mechanical or electrical engineering degree, professional engineering
certification, certified commissioning professional, and/or other technical training,
commissioning and/or field experience.
3. List any proposed consultants, including key staff names and the experience and
qualifications of these individuals or firms.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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4. Provide key personnel’s experience with the following, but not limited to:
a. Acting as principal commissioning agent, including field experience.
b. Experience with building operations and troubleshooting HVAC and automatic
controls systems.
c. Knowledge of building operation & maintenance and training.
d. Knowledge of testing and balancing of both air and water systems.
e. Experience in monitoring and analyzing system operation, control system
trending and stand-alone data logging equipment.
D. Project Approach and Understanding (25 points)
1. Describe your team’s technical approach, standards and / or procedures related to
ensuring the Owner’s requirements are achieved including but not limited to system
selection, design reviews, functional testing, trouble-shooting and reporting. Please
address the design and construction phases separately.
2. Describe systems used for tracking and managing issues discovered during the design,
construction, testing, and warranty phases of the project.
3. Describe examples where your firm’s services brought benefit and value to the owner on
previous similar projects.
E. Project References (10 points)
Provide reference letters from previous projects from the Owner, or Owner’s
representative, directly responsible for oversight of the project. Describe the project
and services provided for these references. Attach the references to the SOQ Tabbed as
Section E.
The Review Committee will provide overall evaluations of the firm and its perceived
ability to provide the services required. The Review Committee will review the
individual evaluation scores and establish a consensus score for each firm. The firms
with the highest consensus scores will be considered for contract negotiation.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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SECTION V – SUBMITTAL REQUIREMENTS
A. Firms Interested In The Above Project(s) Shall Submit:
1. A Cover Letter expressing interest in Performing Services described within the SOQ.
2. A Statement of Qualifications following the outline describing the content of the SOQ
(Section IV, A-E), which is a maximum of twenty (20) sheets [one sheet included both
front and back] of at least twelve (12) point font to address the SOQ Criteria (excluding
cover letter and resumes, but including the organizational chart).
3. Resumes for each Key Team Member (limited to a maximum length of two pages
each) and attached as an Appendix to the SOQ.
4. Certifications and attached as an Appendix to the SOQ.
5. Previous Project Reference Letters attached as an Appendix to the SOQ.
Please provide: one (1) original, four (4) copies and an electronic copy (via compact disk or
flash drive); on or before the time and date listed below in the schedule under SECTION VI
of this SOQ.
On the submittal package Display: Firm Name and Project Title: “Nicholas County Board of
Education – Statement of Qualification for Independent HVAC Commissioning Services for
New High School and New Elementary School.
In the introduction letter, please indicate which project or projects your firm is interested in
providing these services. If you are interested in both projects, please only submit one (1)
set of qualifications.
Interested firms may submit their hard copy qualification to Mr. Kevin Hess in a bound format
tabbed with individual sections of the proposal matching the outline of the SOQ. Submit proposals
to:
Mr. Kevin Hess, Treasurer
Nicholas County Board of Education
400 Old Main Dr.
Summersville, WV 26651
Phone: 304-872-3611, Ext. 231
Email Address: [email protected]
Please be advised that failure to comply with the following criteria will be grounds for
disqualification and will be strictly enforced:
Receipt of submittal after the specified cut-off date; time and place
Failure to provide the minimum number of originals and/or copies of the submittal
specified.
Submission of electronic copies via e-mail will not be accepted.
Failure to submit the SOQ in the format requested in Section V of the document.
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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Adherence to the maximum page criterion is critical; each page side (maximum of 8½”X11”) with
criteria information will be counted. Pages that have project photos, charts, and graphs will be
counted towards maximum number of sheets, twenty (20). The Raleigh County Board of
Education reserves the right to accept or reject SOQs that exceed the maximum 20 sheet limit.
SECTION VI – TENTATIVE SCHEDULE AND FEE NEGOTIATIONS
A Selection Committee will evaluate each SOQ according to the above criteria. The following
tentative schedule has been prepared for this evaluation and selection process:
ANTICIPATED SCHEDULE
Solicitation / Advertisement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . December 13, 2016
Statement of Qualifications Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . January 10, 2016
Selection of Firm(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . January 24, 2017
Execution of Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . January 31, 2017
The Board of Education will enter into negotiations with the most qualified firm and execute a
contract upon completion of negotiation of fees and contract terms. If the Board of Education is
unsuccessful in negotiating a contract with the committee selected most-qualified firm, the Board
of Education will then negotiate with the next most qualified firm in sequence with the evaluation
matrix scoring until an agreement is reached or a determination is made to reject all firms on the
final list. Once negotiations reach an impasse with a firm the owner will terminate the fee
negotiations with that firm and will not return to that firm for any renegotiations.
SECTION VII – GENERAL INFORMATION
Instructions: The Board of Education shall not be held responsible for any oral instructions. Any
changes to this Statement of Qualifications will be in the form of an addendum, which will be
furnished to all registered Request for Qualifications holders.
Contract: The Board of Education shall provide a contract to the firm(s) finally selected, which
shall constitute the entire agreement between the two (2) parties.
Cost incurred in Responding:
All costs directly or indirectly related to preparation of a response to the Request for Proposal or
any oral presentation required to supplement and/or clarify the submittal which may be required
by the Board of Education or the SBA or other designated representatives shall be the sole
responsibility of and be borne by the offeror. Each firm, by submitting its Proposal, waives any
claim for liability against Board of Education or the SBA or other designated representatives as to
loss, injury and costs or expenses which may be incurred as a consequence of its response to this
document.
Contact with Owner’s Employees: All firms interested in this project, (including the firm’s
employees, representatives, agents, lobbyists, attorneys and sub-consultants), will refrain under
penalty of disqualification, from direct or indirect contact for the purpose of influencing the
INDEPENDENT HVAC COMMISSIONING SERVICES November 2016
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selection or creating bias in the selection process, with any person who may play a part in the
selection process, including but not limited to, the evaluation panel, the Board of Education and
other county staff. This policy is intended to create a level playing field for all potential firms,
assure that contract decisions are made in public and to protect the integrity of the selection
process. All contact during this selection process must be addressed to the authorized
representative identified below:
Mr. Kevin Hess, Treasurer
Nicholas County Board of Education
400 Old Main Dr.
Summersville, WV 26651
Phone: 304-872-3611, Ext. 231
Email Address: [email protected]
This concludes the Statement of Qualifications for the
Independent HVAC Commissioning Services.