schedule for

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895 Dove Street, 3rd Floor 193 Blue Ravine Road, #190 402 West Broadway, #400 Newport Beach, CA 92660 Folsom, CA 95630 San Diego, CA 92101 949.681.7084 866.975.7070 619.481.3025

www.3QCinc.com

GENERAL SERVICES ADMINISTRATION Federal Acquisition Service - Authorized Federal Supply Schedule Price List

General Services Administration

Federal Acquisition Service Authorized Federal Supply Schedule Price List

Schedule for

03FAC Facilities Maintenance and Management

Federal Supply Group: 871

Contract Number: GS-21F-0090Y

Contract Period: 4/23/2012 through 4/22/2017

Contractor: 3QC, Inc. 193 Blue Ravine Road, Suite 190 Folsom, CA 95630-4758

Business Size: Small Business

DUNS Number 14-8812006

Telephone: (916) 496-8400

Extension: 222

FAX Number: (916) 496-8401

Web Site: www.3QCinc.com

E-mail: [email protected]

Contract Administration: James Becker On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA Advantage!™, a menu-driven database system. The INTERNET

address for GSA Advantage!™ is: http://www.GSAAdvantage.gov.

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at http://www.gsa.gov/schedules-ordering

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Introduction │ “Enlightened Buildings”

Today’s challenges demand buildings that are environmentally friendly, economically feasible and operationally functional. 3QC is a company of building experts. We understand how buildings are designed, constructed, and operated and are committed to assisting owners realize their project requirements in an increasingly technical, financially complex, and “green” oriented design and construction industry. 3QC works collaboratively with your team to help create an “enlightened building” – a facility that is energy efficient, environmentally conscious, and functions as designed. Established in 2003, 3QC’s team specializes in supporting your facility program and team by providing building commissioning, energy/building audits, sustainability and LEED navigation, and facilities support services. 3QC’s approach is focused on assuring quality and functional integrity from the beginning of design to completion of the facility and throughout its operational life cycle. Our experienced team of professional engineers, technicians, and project managers has practical experience in all phases of project development including planning, design, construction, management, functional testing, operations, and training. Combining the strength of technical competency, diverse project experience, and strong project

management skills, 3QC represents our client’s interests and environmental vision without bias since we neither design the facility nor profit from the construction contracts. We bring a practitioner’s knowledge on how to add value to your program without adding an extra layer of management. Our goal is to provide you with a value-added engineering resource that is a collaborative part of your project team to assist you in achieving the quality facilities you intend to build.

Averaging over 20 years experience, each of our principals have served on a wide variety of projects including correctional and justice facilities, educational facilities, hospitals and medical care facilities, hotels, theaters, utility districts, military facilities, communications facilities, and city, county, state, and federal projects. Over their years of experience, our principals have developed not only a passion for quality in the design and construction process but also a knack for helping our clients reach their project goals. Our ultimate goal is to preserve the quality of your project - resulting in a facility that meets your requirements and serves you well into the future.

We are members of the US Green Building Council, the Building Commissioning Association, Construction Management Association of America, and Collaborative for High Performance Schools. Our principals are active members of committees and organizations staying at the forefront of industry trends and processes enabling us to assist our clients with a greater understanding of how to pursue quality standards and practices for their facilities. Our principals have been contributing to the development of expertise in the construction management and related industries through serving on numerous committees, task forces and leading educational classes and forums.

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Customer Information

1a. AWARDED SPECIAL ITEM NUMBERS (SINS): SIN 871-202 │ Energy Management Planning and Strategies SIN 871-203 │ Training on Energy Management SIN 871-204 │ Metering Services

SIN 871-206 │ Building Commissioning

SIN 871-207 │ Energy Audit Services 1b. LOWEST PRICED MODEL NUMBER AND LOWEST UNIT PRICE: Not applicable to this contract. 1c. COMMERCIAL JOB TITLES/DESCRIPTIONS: 3QC is proposing hourly rates. Job descriptions are listed on page 5. 2. MAXIMUM ORDER: $1,000,000.00 3. MINIMUM ORDER: $1,000.00 4. GEOGRAPHIC COVERAGE: Domestic only 5. POINT(S) OF PRODUCTION: Same as Company Address 6. DISCOUNT FROM LIST PRICES OR STATEMENT OF NET PRICE: Government net prices (discounts already

deducted). 7. QUANTITY DISCOUNTS: .05% offered on orders of $100,000 or more 8. PROMPT PAYMENT TERMS: Net 30 days 9a. GOVERNMENT PURCHASE CARDS UP TO THE MICRO-PURCHASE THRESHOLD: Yes 9b. GOVERNMENT PURCHASE CARDS ABOVE THE MICRO-PURCHASE THRESHOLD: Will accept over $3,000 10. FOREIGN ITEMS: None 11a. TIME OF DELIVERY: Specified on the Task Order 11b. EXPEDITED DELIVERY: Contact Contractor 11c. OVERNIGHT AND 2-DAY DELIVERY: Contact Contractor 11d. URGENT REQUIREMENTS: Contact Contractor 12. F.O.B POINTS(S): Destination 13a. ORDERING ADDRESS: Same as Contractor 13b. ORDERING PROCEDURES: For supplies and services, the ordering procedures, information on Blanket Purchase

Agreements (BPA’s), and a sample BPA can be found at the GSA/FSS Schedule homepage (fss.gsa.gov/schedules).

14. PAYMENT ADDRESS: Same as Company Address

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15. WARRANTY PROVISION: Contractor’s standard commercial warranty 16. EXPORT PACKING CHARGES: N/A 17. TERMS AND CONDITIONS OF GOVERNMENT PURCHASE CARD ACCEPTANCE: Contact Contractor 18. TERMS AND CONDITIONS OF RENTAL, MAINTENANCE, AND REPAIR: N/A 19. TERMS AND CONDITIONS OF INSTALLATION: N/A 20. TERMS AND CONDITIONS OF REPAIR PARTS: N/A 20a. TERMS AND CONDITIONS FOR ANY OTHER SERVICES: N/A 21. LIST OF SERVICE AND DISTRIBUTION: N/A 22. LIST OF PARTICIPATING DEALERS: N/A 23. PREVENTIVE MAINTENANCE: N/A 24a. ENVIRONMENTAL ATTRIBUTES: N/A 24b. SECTION 508 COMPLIANCE: 3QC will comply with Section 508, and the EIT standards found at:

www.Section508.gov/. 25. DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER: 14-8812006 26. CENTRAL CONTRACTOR REGISTRATION (CCR) DATABASE: Registered

Service Contract Act The Service Contract Act (SCA) is applicable to this contract and it includes SCA applicable labor categories. The prices for the cited SCA labor categories are based on the U.S. Department of Labor Wage Determination Number identified in the SCA matrix. The prices offered are based on the preponderance of where work is performed and should the contractor perform in an area with lower SCA rates, resulting in lower wages being paid, the task order prices will be discounted accordingly.

Service Contract Act (SCA) Matrix

SCA Eligible Contract Labor Category SCA Equivalent Code Title WD Number

Commissioning Technician III** 30086 Engineering Technician VI 05-2055

Commissioning Technician II** 30085 Engineering Technician V 05-2055

Commissioning Technician I** 30084 Engineering Technician IV 05-2055

Testing Project Engineer** 30083 Engineering Technician III 05-2055

Testing Technician II** 30082 Engineering Technician II 05-2055

Testing Technician I** 30081 Engineering Technician I 05-2055

Administrative/Clerical Support** 01312 Secretary II 05-2055

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Price List / Job Categories / Position Descriptions

SERVICE PROPOSED / LABOR CATEGORY

POSITION DESCRIPTION HOURLY

RATE

Principal

Program oversight. Ensures resources are available and that tasks are fully staffed with personnel, equipment and other required support. Assigns the task to the appropriate Senior

Project Manager. Bachelor’s degree in Architecture, Engineering, or Construction Management and/or registered architect or professional engineer is required. Minimum of 20

years experience.

$202.14

Senior Project Manager

Provides business, technical, and personnel management and coordination for individual projects. Provides comprehensive definition of all technical aspects of project requirements.

Program development, analysis of program mission, goals, and objectives. Bachelor’s degree or higher in Architecture, Engineering, or Construction Management, and 15 or more years

relevant experience.

$160.56

Project Manager Supports the Senior Project Manager. Gathers data and performs basic analysis of the

gathered information. Bachelor’s degree or higher in Architecture, Engineering, or Construction Management or higher with 5 or more years relevant experience.

$156.69

Commissioning Authority

Provides business, technical, and personnel management across a major single project or multiple projects, involving multi-disciplinary and diverse functional activities, subordinate

groups of technical and administrative personnel. Bachelor’s degree or higher in an engineering discipline. Must be a registered professional engineer with 10 or more years


$169.26

Commissioning Agent - Electrical

Reviews all technical specifications and drawings related to electrical engineering, to ensure compliance with all regulations. Responsibilities also include report generation and data

analysis. Bachelor’s degree in engineering with a minimum of 5 years experience. Registration is preferred, but not required.

$152.82

Commissioning Agent - Mechanical

Reviews all technical specifications and drawings related to mechanical engineering, to ensure compliance with all regulations. Responsibilities also include report generation and data


$155.72

Commissioning Provider

Manages multiple subcontractors, testing, commissioning, ensuring adherence to specifications and drawings, preparing progress reports, maintaining a daily log of activities, maintaining construction budget and meeting the needs of the customer and contract. Reads and interprets technical specifications and drawing and has good record keeping skills. AA

degree required or special training/certification. 8 years of relevant experience required.

$148.95

Commissioning Technician III

Performs audits of construction and quality control measures. Checks compliance to specifications, standards, and construction practices. “Hands-on” experience shall include

project equipment function reports, maintenance process and O&M Manual preparation. High School Diploma and 8 years of relevant experience.

$123.80

Commissioning Technician II

Performs audits of construction and quality control measures. Checks compliance to specifications, standards, and construction practices. Commissioning of built out space, O&M

Manual receipt and tracking. Verification of as built conditions with trades and systems functional testing. Works under the supervision of a Commissioning Technician III or Commissioning Provider. High School Diploma and 4 years of relevant experience.

$109.29

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Commissioning Technician I

Provides technical assistance in construction audits under the direct supervision of more senior personnel. High School Diploma with 2 years of relevant experience.

$94.79

Testing Project Engineer

Serves as the main contact for the planning, organization, and coordination of the activities of personnel engaged in equipment operations and testing. Establishes and maintains schedule

for the group to be consistent with budgetary and time constraints. Assists employees with problem resolution and assures compliance to all regulations in testing. AA degree and 6 years

$89.95

Testing Technician II Responsible for equipment testing and maintenance programs; including report write-ups and

equipment calibration. Responsible for training employees on testing and monitoring equipment. High School Diploma and 4 years of relevant experience.

$83.18

Testing Technician I Assists with equipment testing and maintenance programs. Has working understanding of all testing and monitoring equipment. High School Diploma and 2 years of relevant experience.

$75.44

Senior Administrator Provides clerical oversight to assure quality on the project. Ensures day-to-day contract

administration including project coordination and communication liaison. High School Diploma minimum requirement with 5 years relevant experience.

$90.92

Administrative/Clerical Support

Performs clerical and word processing functions including typing, word processing, data entry, filing, copying, binding, faxing, and electronic communication. High School Diploma with 2

years experience. $56.10

866-975-7070 www.3QCinc.com

GSA Schedules — 03FAC Facilities Maintenance

SIN Description

871 202 Energy Management Planning and Strategies 541618 Other Scientific and Technical Consulting Services

A four-phase Comprehensive Energy Management Solution consisting of all four phases of an energy project and could pertain to a variety of energy projects that include, but are not limited to, renewable energy, sustainable energy, and energy efficient buildings certification programs such as LEED.

1. Consulting/Auditing/Energy Management Solutions - This includes the strategic planning, energy assessments e.g. feasibility, vulnerability and other detailed assessments, developing and executing of energy audits, audit plans, renewable energy surveys and energy management solutions.

2. Concept Development and Requirements Analysis? This includes the analysis of the audit results and outlined requirements to design a detailed energy management project concept.

3. Implementation and Change Management - This includes the implementation and integration of more energy efficient practices and systems and training in using them effectively.

4. Measurement and Verification - This includes the performance assessment and measurement of the effectiveness and energy efficiency of the project and can include long term monitoring, verification of savings and benchmarking.

871 203 Training on Energy Management 611430 Professional and Management Development Training

Including, but not limited to, reducing energy consumption, mitigating risk with energy systems, operating systems efficiently, making energy efficient system choices, and energy efficient buildings certification programs such as LEED.

871 204 Metering Services 561990 All Other Support Services

Including, but not limited to, the installation of metering equipment ands software used for the collection of data and measurement of energy consumption through electric, gas, water or steam utilities, the utilization of data to ensure energy conservation goals are being met, and allows for the measurement and tracking of the cost effectiveness of energy technology investments. This could include basic metering services, advanced metering services, maintenance, installation, removal and disposal of new or existing equipment. Security clearances such as HSPD-12 may be required.

871 206 Building Commissioning Services 541380 Testing Laboratories

Including, but not limited to, comprehensive building commissioning services on new construction, major modernization projects, and existing energy consuming buildings and facilities designed to ensure the building systems are designed and built to operate as efficiently as possible. This includes re-commissioning and retro-commissioning services. Energy efficient buildings certification programs such as LEED may be included.

871 207 Energy Audit Services 541330 Engineering Services

Including, but not limited to, developing, executing, and reporting on audit plans and/or perform energy and water audit services. Energy audits may range from cursory to comprehensive. Including, but not limited to data collection, data analysis, benchmarking with tools such as Energy Star, and written recommendations of suggested upgrades of electrical and mechanical infrastructure, including their impact on energy consumption and pollution can include recommendations for using alternative Energy Sources. Energy efficient buildings certification programs such as LEED may be included.



Statement of Qualifications – Project Experience

New County Administration Building San Joaquin County, CA Customer/Client Name:

County of San Joaquin, CA Project Name/Contract Number:

New County Administration Building Customer Point of Contact (PoC):

Gabe Karam – Dir. of Capital Projects Project Performance Period

July 2007 – December 2010 Dollar Value of the Entire Project:

$92,800,000

Dollar Value Received for Work:

$345,060 Brief Summary of Project:

Design-build construction of a new, 250,000 sq. ft., 5-story office building & parking structure to consolidate several county departments. The administrative facilities provide office space for hundreds of county employees use as well as public chambers for the County Board of Supervisors. The building achieved LEED Gold Certification in addition to numerous awards.

Scope of Work – 3QC was contracted by San Joaquin County to plan, organize, develop, manage, and perform a systematic quality assurance process for the building technical systems meeting the USGBC LEED Gold Fundamental and Enhanced Commissioning requirements. A major focus of our services were planning, auditing and measuring building energy consumption. These services included independent analysis and verification of the HVAC system, the mechanical control system, the lighting control system and the energy management system to meet the tight energy conservation goals of the project. Along with documentation of critical building characteristics and the design review of the design and construction documents, 3QC developed a testing and documentation process, complete with quality assurance

checklists and inspection forms, to test and document the successful installation, programming, and tuning of each of these systems. Subsequent to final testing of these systems, a comprehensive training plan was developed to train the County maintenance staff on proper building operation to manage building energy consumption. Critical to the correct operation of these systems is the measurement and control of energy used by this equipment. During the design phase 3QC developed an energy metering, monitoring and management plan. Electrical sub-meters were used to measure kWh and in conjunction with a systems level energy model, the actual energy used by each system was compared against a simulated building energy model allowing 3QC to measure (audit) actual energy performance. During the first year of building occupancy, 3QC consulted to the County Operations staff to analyze energy performance, train the building staff on energy conservation and to develop energy conservation measures including adjustments to time clocks, set point revisions, and operating point adjustments. 3QC worked with the County energy manager to develop a continuous measurement plan and trained the energy manager how to monitor building system energy usage and identify system anomalies for subsequent adjustment or correction. 3QC provided independent verification and validation of the building systems performance.

Methodology – For the commissioning quality assurance scope of work, 3QC follows the ASHRAE Guideline 0 commissioning process as standard practice. 3QC staff worked with the owner to develop the project quality standards and the functional performance requirements for the project. This process included working with the building owner and user groups to clearly define functional intent and system purpose. These criteria were developed into an Owner Performance Requirments (OPR) document. Subsequently, this criteria was used to perform an independent evaluation of the design documents to verify system compliance and inclusion of critical performance characteristics. Building system energy performance was modeled to confirm concurrance with the strict project energy performance requirements. 3QC developed a project quality assurance plan that included (amoung numerous other items) duct sealant and pressure testing requirements, building sensor calibration and testing requirements, pre-functional checklists for HVAC equipment, and temperature control sequence tests.

For example, during installation of the ductwork the sheetmetal contractor was required to pressure test sections of completed work to demonstrate that the installation met the project requirements. 3QC monitored the work and verified correct performance of the test requirements and subsequent documentation. During installation of the mechanical




equipment, the contractor completed an initial quality control process using the pre-functional checklists developed by 3QC prior to start-up. 3QC performed an independent inspection process using a sampling methodology to confirm correct use of these forms and equipment installation meeting specification. Upon completion of building mechanical, electrical, and plumbing systems installations, the contractor was required to demonstrate the final operation of the equipment and the systems to meet the original design criteria which was verified by 3QC.

Upon completion of final testing, 3QC managed and observed training of the County building operations staff by the contractor and/or manufacturer representatives. The operations staff were encouraged to test and evaluate system operations to develop a thorough understanding of system capabilities during training. Of particular note was the operation of the building lighting system and the lighting sensors. Lighting sensors throughout exterior wall office spaces and near interior spaces illuminated by sky lights were calibrated to reduce electrical lighting levels when sufficient exterior light was available. 3QC developed a testing plan to cover (and then expose) the light sensor and simulate the absence of avaiable sun light. Using a stop watch as a timer, each sensor was measured to verify the speed of activation and the consisency from one zone to the next. A calibrated light meter was also used to validate that the required foot candle lighting levels were achieved at the desk top and that the lighting levels throughout the space where even and consistent as designed. Measurements and test results were compliled in a written log for distribution and tracking. Lighting sensor or system deficiences and their subsequent correction were verified and documented by 3QC.

Schedule Relevance – Energy Management Planning and Strategies (871 202)

3QC conducted meetings with the client to establish and document the County energy conservation goals. 3QC advised the client on the use of renewable energy systems, including solar power. Solar panels where incorporated into the design documents and installed on the roof of the building. 3QC worked with the County and the mechanical design professional to select energy efficient equipment and subsequently developed energy efficient building control strategies. During the design process, 3QC reviewed the MEP designs and recommended the location of sub-meters for energy metering and management. During construction, 3QC reviewed the contractor’s proposed sub-meter product data for compatibility with the M&V project goals. 3QC inspected the installation of the sub-meters to verify the correct meters were installed and watched the contractor test meter operation. 3QC assisted in the problem solving process as the contractor integrated the metered data with the building management system. 3QC verified that the recorded data was consistent with the actual meter readings and agreed with the utility billings. After several months of collected meter data was compared with the building design energy model, 3QC recommended changes to various building system set points and equipment operational schedules to reduce energy consumption. At the completion of one full year of occupancy, 3QC calibrated the energy model to create a benchmark.

Training on Energy Management (871 203) 3QC provided continuous training to the building operations staff during the first 16 months of building operation in the collection and analysis of sub-metered building energy consumption and implementation of energy conservation strategies based upon the metered data.

Metering Services (871 204) 3QC developed the building sub-metering plan and meter requirements. 3QC reviewed and approved the contractor meter submittals and provided inspection of installation and meter calibration of all electrical, water and gas sub-meters. 3QC tested and verified the energy management software used to collect the data and 3QC subsequently trained the building operating staff on use of the software.

Building Commissioning Services (871 206) 3QC provided comprehensive commissioning services for the project including development of critical owner project requirements, energy system analysis and selection, design review, contractor submittal review, construction inspection, MEP systems functional testing, owner training and documentation.

Energy Audit Services (871 207) Using the energy management software and following the M&V plan, 3QC performed a thorough energy audit of the project for approximately 16 months and incorporated energy conservation measures based upon the analysis. Building energy performance was benchmarked after one year of operation.




Modular Gen7 Buildings State of California Customer/Client Name:

American Modular Systems, Inc. Project Name/Contract Number:

Modular Gen7 Buildings Customer Point of Contact (PoC):

Tony Sarich – President Project Performance Period:

June 2010 – January 2012 Dollar Value of the Entire Project:

$17,750,000


$25,000

Brief Summary of Project: 3QC provided systems testing, energy analysis, sustainability review and record documentation for the construction of the prototype American Modular Systems Gen 7 classroom building and for six classrooms at the Bolsa Knowles Middle School in the Santa Rita Union School District and four classrooms at the Brentwood School. The Gen 7 modular building is a new prototype classroom building designed and constructed to provide a cost effective classroom structure that incorporates energy efficient systems with high indoor environmental qualities. As an independent 3rd party, 3QC provided energy systems testing and IEQ evaluation services to meet the sustainable goals for the Collaborative for High Performance Schools (CHPS) certification of this project.

Scope of Work – 3QC was contracted for testing and evaluation of the energy systems and sustainable construction goals by the manufacturer and installer of a new type of modular classroom building (Gen7). This modular classroom system was installed on the Bolsa Knowles Middle School in Salinas, Ca. and the Brentwood School in Los Angeles, Ca. This prototype classroom building was developed as a “green” building to save significant energy and provide an improved learning environment for students throughout California. 3QC

developed, managed and performed a systematic testing and documentation process to qualify the Gen7 structure for certification as a CHPS Verified classroom. CHPS is a sustainable building program similar to LEED for Schools. 3QC’s services were focused on the construction phase of the first building, the construction of subsequent buildings and the documentation to meet the certification standards. 3QC services included the preparation of energy systems functional test plans and electrical sub-metering design to meet the CHPS criteria, the preparation of inspection criteria and reporting forms to document test results, inspection of the installed environmental controls systems, installation and calibration of electrical meters, simulation of mechanical control operation, energy modeling and energy benchmarking, energy analysis and reporting, and documentation of CHPS criteria. 3QC contributed to the successful launch of this prototype building and the successful certification of the building to meet CHPS requirements.

The Gen7 classroom is designed and built to provide a cost effective classroom structure that exceeds California T24 building requirements in energy use and indoor air quality. The building includes a well insulated envelope and advanced mechanical systems coupled with extensive daylight harvesting strategies including skylights, light-shelves, operable windows and daylight sensors. 3QC provided independent energy testing, measurement and verification to support the fact that the building has a reduced energy usage of 60% over conventional classroom buildings of this type. Indoor environmental quality is a priority in this structure and includes the use of large low-E windows giving students a direct view of the outdoors. The building includes an ultra-quiet Thermal Displacement Ventilation system that quickly responds to changes in temperature, humidity and carbon dioxide levels. All systems are controllable and allow teachers to adjust for natural ventilation and filtration, bringing in 100% fresh air without the use of the mechanical cooling system. Proper operation of these systems is critical to energy conservation and indoor environmental quality.

3QC provided quality assurance services by identifying key operational characteristics and preparing test strategies. Testing was performed by the installing contractor under the observation and verification of 3QC staff. After the successful installation of the modular building, 3QC then provided systems training to the school staff and teachers on the proper operation of the mechanical and electrical systems.

To meet one of the key milestones for this prototype building, 3QC developed an energy measurement, monitoring and management plan to validate the actual performance. Electrical sub-meters were used to measure kWh in the prototype building and a comparable modular classroom building. A detailed analysis was performed and the actual energy usage by system was recorded and compared against the simulated energy model and the comparable modular classroom building. Final results proved the design goal of 60% reduction compared to the standard modular classroom building. Successful documentation of these results earned the building a CHPS Certification as a High Performance Building.




Methodology – Testing, inspection and certification of the prototype building was based upon a process developed by 3QC from the ASHRAE Guideline 0 and ASHRAE Guideline 1 processes for quality assurance of building systems.

Task 1 – Identify and document sustainable project requirements, energy effeciency goals, equipment functional performance requirements and operating points and development of a training plan.

3QC worked with the manufacturer to coordinate these project goals and requirements into a documented project plan. 3QC developed a detailed energy management plan including effecitive methods to meter electrical usage and integrate energy conservation measures.

Task 2 – Develop construction testing and quality control requirements for use by the installing contractor. As part of this task, testing requirements and equipment operational standards were developed by 3QC and provided to the contractor. This included the design of an electrical sub-metering plan, meter calibration and energy management software set-up, and energy data collection and management.

Task 3 – Develop a systematic quality assurance plan for inspection, testing and documentation of the systems performance.

A project quality assurance plan was developed by 3QC to systematically verify the proper installation of the energy systems installed in the building, and to validate and document the functional performance of the equipment. Quality checklists and templates were prepared as guidelines for the proper installation and testing. 3QC performed independent inspection and verification of the energy systems and energy monitoring equipment.

Task 4 – Perform project inspection and verification. 3QC used the quality assurance plan to comprehensively inspect and verify the mechanical and electrical systems operational characteristics and functional integrity and reliablity. Install thermal sensors and electrical metering devices to record and document the equipment operational characteristics, indoor environmental quality, and to verify energy consumption.

Task 5 – Document systems performance for CHPS certification. Test results were analyzed and a report was generated to document the successful operation of the building equipment, the building systems and the building as a whole. CHPS templates were prepared by 3QC and submitted for cerification. Optimization solutions and energy conservation measures were developed to further reduce energy consumption.The project was successfully certified and met the project goals.

Task 6 – Building Operator Training. Provide a training and instructional program for building staff to ensure that the occupants operate the energy systems in an energy efficient manner and understand the effect of their energy conservation.

Schedule Relevance – Energy Management Planning and Strategies (871 202)

3QC developed and provided a detailed energy assessment and audit of the modular buildings to verify compliance with the manufacturer energy conservation goals and provided documentation to meet the sustainable energy criteria and requirements for CHPS. 3QC benchmarked energy consumption for the standardized building. 3QC developed an energy measurement and verification procedure to monitor energy consumption of the buildings when placed on school sites under normal operating conditions.

Training on Energy Management (871 203) 3QC Developed energy conservation measures based upon system testing and data analysis. The manufacturer incorporated energy conservation measures into subsequent manufacture of classroom buildings. 3QC provided energy training to the building occupant (school staff) on proper usage of the classroom energy systems including the building lighting and HVAC systems.

Metering Services (871 204) 3QC prepared a sub-metering plan to measure and record electrical consumption of the modular units. 3QC verified installation and calibration of the meters. 3QC installed temporary meters and data recorders to validate interior conditions, including humidity, temperature, noise and lighting to measure and document the indoor environmental quality (IEQ) to meet CHPS requirements. Trending software was programmed to document recorded measurements which were subsequently analyzed to determine optimal equipment performance.

Energy Audit Services (871 207) 3QC prepared an energy metering and monitoring plan for review by the modular classroom manufacturer. The plan was modified after review and discussion with the manufacturer and was implemented by 3QC. The audit included data collection, analysis of measured data, and establishment of a benchmark. Energy conservation measures (ECMs) were provided and implemented to improve energy performance. Subsequent energy audits were performed on installed classrooms to verify correct installation and continued performance.

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895 Dove Street, 3rd Floor 193 Blue Ravine Road, #190 402 West Broadway, #400 Newport Beach, CA 92660 Folsom, CA 95630 San Diego, CA 92101 949.681.7084 866.975.7070 619.481.3025

www.3QCinc.com


General Services Administration

Federal Acquisition Service Authorized Federal Supply Schedule Price List

Schedule for

Professional Engineering Services (PES)

Federal Supply Group: 871 Class: R425

Contract Number: GS-10F-0159Y

Contract Period: 1/17/2012 through 1/17/2017

Contractor: 3QC, Inc. 193 Blue Ravine Road, Suite 190 Folsom, CA 95630-4758

Business Size: Small Business

DUNS Number 14-8812006

Telephone: (916) 496-8400

Extension: 222

FAX Number: (916) 496-8401

Web Site: www.3QCinc.com

E-mail: [email protected]

Contract Administration: James Becker On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA Advantage!™, a menu-driven database system. The INTERNET

address for GSA Advantage!™ is: http://www.GSAAdvantage.gov.

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at http://www.gsa.gov/schedules-ordering

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Introduction │ “Enlightened Buildings”

Today’s challenges demand buildings that are environmentally friendly, economically feasible and operationally functional. 3QC is a company of building experts. We understand how buildings are designed, constructed, and operated and are committed to assisting owners realize their project requirements in an increasingly technical, financially complex, and “green” oriented design and construction industry. 3QC works collaboratively with your team to help create an “enlightened building” – a facility that is energy efficient, environmentally conscious, and functions as designed. Established in 2003, 3QC’s team specializes in supporting your facility program and team by providing building commissioning, energy/building audits, sustainability and LEED navigation, and facilities support services. 3QC’s approach is focused on assuring quality and functional integrity from the beginning of design to completion of the facility and throughout its operational life cycle. Our experienced team of professional engineers, technicians, and project managers has practical experience in all phases of project development including planning, design, construction, management, functional testing, operations, and training. Combining the strength of technical competency, diverse project experience, and strong project

management skills, 3QC represents our client’s interests and environmental vision without bias since we neither design the facility nor profit from the construction contracts. We bring a practitioner’s knowledge on how to add value to your program without adding an extra layer of management. Our goal is to provide you with a value-added engineering resource that is a collaborative part of your project team to assist you in achieving the quality facilities you intend to build.

Averaging over 20 years experience, each of our principals have served on a wide variety of projects including correctional and justice facilities, educational facilities, hospitals and medical care facilities, hotels, theaters, utility districts, military facilities, communications facilities, and city, county, state, and federal projects. Over their years of experience, our principals have developed not only a passion for quality in the design and construction process but also a knack for helping our clients reach their project goals. Our ultimate goal is to preserve the quality of your project - resulting in a facility that meets your requirements and serves you well into the future.

We are members of the US Green Building Council, the Building Commissioning Association, Construction Management Association of America, and Collaborative for High Performance Schools. Our principals are active members of committees and organizations staying at the forefront of industry trends and processes enabling us to assist our clients with a greater understanding of how to pursue quality standards and practices for their facilities. Our principals have been contributing to the development of expertise in the construction management and related industries through serving on numerous committees, task forces and leading educational classes and forums.

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Customer Information

1a. AWARDED SPECIAL ITEM NUMBERS (SINS): SIN 871-7 / 7RC │ Construction Management 1b. LOWEST PRICED MODEL NUMBER AND LOWEST UNIT PRICE: Not applicable to this contract. 1c. COMMERCIAL JOB TITLES/DESCRIPTIONS: 3QC is proposing hourly rates. Job descriptions are listed on page 5. 2. MAXIMUM ORDER: $1,000,000.00 3. MINIMUM ORDER: $100.00 4. GEOGRAPHIC COVERAGE: Domestic only 5. POINT(S) OF PRODUCTION: Same as Company Address 6. DISCOUNT FROM LIST PRICES OR STATEMENT OF NET PRICE: Government net prices (discounts already

deducted). 7. QUANTITY DISCOUNTS: None Offered 8. PROMPT PAYMENT TERMS: Net 30 days 9a. GOVERNMENT PURCHASE CARDS UP TO THE MICRO-PURCHASE THRESHOLD: Yes 9b. GOVERNMENT PURCHASE CARDS ABOVE THE MICRO-PURCHASE THRESHOLD: Will accept over $3,000 10. FOREIGN ITEMS: None 11a. TIME OF DELIVERY: Specified on the Task Order 11b. EXPEDITED DELIVERY: Contact Contractor 11c. OVERNIGHT AND 2-DAY DELIVERY: Contact Contractor 11d. URGENT REQUIREMENTS: Contact Contractor 12. F.O.B POINTS(S): Destination 13a. ORDERING ADDRESS: Same as Contractor 13b. ORDERING PROCEDURES: For supplies and services, the ordering procedures, information on Blanket Purchase

Agreements (BPA’s), and a sample BPA can be found at the GSA/FSS Schedule homepage (fss.gsa.gov/schedules).

14. PAYMENT ADDRESS: Same as Company Address 15. WARRANTY PROVISION: Contractor’s standard commercial warranty 16. EXPORT PACKING CHARGES: N/A

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17. TERMS AND CONDITIONS OF GOVERNMENT PURCHASE CARD ACCEPTANCE: Contact Contractor 18. TERMS AND CONDITIONS OF RENTAL, MAINTENANCE, AND REPAIR: N/A 19. TERMS AND CONDITIONS OF INSTALLATION: N/A 20. TERMS AND CONDITIONS OF REPAIR PARTS: N/A 20a. TERMS AND CONDITIONS FOR ANY OTHER SERVICES: N/A 21. LIST OF SERVICE AND DISTRIBUTION: N/A 22. LIST OF PARTICIPATING DEALERS: N/A 23. PREVENTIVE MAINTENANCE: N/A 24a. ENVIRONMENTAL ATTRIBUTES: N/A 24b. SECTION 508 COMPLIANCE: 3QC will comply with Section 508, and the EIT standards found at:

www.Section508.gov/. 25. DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER: 14-8812006 26. CENTRAL CONTRACTOR REGISTRATION (CCR) DATABASE: Registered

Service Contract Act The Service Contract Act (SCA) is applicable to this contract and it includes SCA applicable labor categories. The prices for the cited SCA labor categories are based on the U.S. Department of Labor Wage Determination Number identified in the SCA matrix. The prices offered are based on the preponderance of where work is performed and should the contractor perform in an area with lower SCA rates, resulting in lower wages being paid, the task order prices will be discounted accordingly.

Service Contract Act (SCA) Matrix

SCA Eligible Contract Labor Category SCA Equivalent Code Title WD Number

Commissioning Technician III 30086 Engineering Technician VI 05-2055 Commissioning Technician II 30085 Engineering Technician V 05-2055 Commissioning Technician I 30084 Engineering Technician IV 05-2055

Administrative/Clerical Support 01312 Secretary II 05-2055

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Price List / Job Categories / Position Descriptions

SERVICE PROPOSED / LABOR CATEGORY

POSITION DESCRIPTION HOURLY

RATE

Principal

Program oversight. Ensures resources are available and that tasks are fully staffed with personnel, equipment and other required support. Assigns the task to the appropriate Senior

Project Manager. Bachelor’s degree in Architecture, Engineering, or Construction Management and/or registered architect or professional engineer is required. Minimum of 20 years

experience.

$204.25

Senior Project Manager

Provides business, technical, and personnel management and coordination for individual projects. Provides comprehensive definition of all technical aspects of project requirements.

Program development, analysis of program mission, goals, and objectives. Bachelor’s degree or higher in Architecture, Engineering, or Construction Management, and 15 or more years


$161.85

Project Manager Supports the Senior Project Manager. Gathers data and performs basic analysis of the

gathered information. Bachelor’s degree or higher in Architecture, Engineering, or Construction Management or higher with 5 or more years relevant experience.

$155.52

Commissioning Authority

Provides business, technical, and personnel management across a major single project or multiple projects, involving multi-disciplinary and diverse functional activities, subordinate

groups of technical and administrative personnel. Bachelor’s degree or higher in an engineering discipline. Must be a registered professional engineer with 10 or more years


$171.02

Commissioning Agent - Electrical

Reviews all technical specifications and drawings related to electrical engineering, to ensure compliance with all regulations. Responsibilities also include report generation and data


$154.41

Commissioning Agent - Mechanical

Reviews all technical specifications and drawings related to mechanical engineering, to ensure compliance with all regulations. Responsibilities also include report generation and data


$157.34

Commissioning Provider

Manages multiple subcontractors, testing, commissioning, ensuring adherence to specifications and drawings, preparing progress reports, maintaining a daily log of activities, maintaining construction budget and meeting the needs of the customer and contract. Reads and interprets technical specifications and drawing and has good record keeping skills. AA

degree required or special training/certification. 8 years of relevant experience required.

$150.50

Commissioning Technician III

Performs audits of construction and quality control measures. Checks compliance to specifications, standards, and construction practices. “Hands-on” experience shall include

project equipment function reports, maintenance process and O&M Manual preparation. High School Diploma and 8 years of relevant experience.

$114.95

Commissioning Technician II

Performs audits of construction and quality control measures. Checks compliance to specifications, standards, and construction practices. Commissioning of built out space, O&M

Manual receipt and tracking. Verification of as built conditions with trades and systems functional testing. Works under the supervision of a Commissioning Technician III or Commissioning Provider. High School Diploma and 4 years of relevant experience.

$95.76

Commissioning Technician I

Provides technical assistance in construction audits under the direct supervision of more senior personnel. High School Diploma with 2 years of relevant experience.

$86.17

Senior Administrator Provides clerical oversight to assure quality on the project. Ensures day-to-day contract

administration including project coordination and communication liaison. High School Diploma minimum requirement with 5 years relevant experience.

$91.86

Administrative/Clerical Support

Performs clerical and word processing functions including typing, word processing, data entry, filing, copying, binding, faxing, and electronic communication. High School Diploma with 2

years experience.

$56.68


GSA Schedules — 871 Professional Engineering

SIN Description

871 7 Construction Management 236220 Commercial and Institutional Building Construction

Customer agencies shall utilize construction managers as its principal agent to advise on or manage the process over the project regardless of the project delivery method used. The Construction Manager assumes the position of professional adviser or extension of staff to the customer agency. The Construction Manager frequently helps the customer agency identify which delivery method is the best for the project. The construction management approach utilizes a firm (or team of firms) with construction, design and management expertise to temporarily expand the customer agency(s) capabilities, so that they can successfully accomplish their program or project. The Construction Manager also provides expert advice in support of the customer agency(s) decisions in the implementation of the project. The following are some of the tasks to be covered under Construction Management:

Project Design Phase Services: These services may include: design technical reviews; code compliance reviews; constructability reviews; analysis of Value Engineering proposals; preparation of cost estimates (including independent check estimates); cost analysis; cost control/monitoring; energy studies; utility studies; site investigations; site surveys; scheduling (including preparation of schedules and schedule reviews); review of design scope changes (including analysis of schedule impact); scheduling/conducting/documenting design related meetings; and performing market studies (material availability, contractor interest, etc.).

Project Procurement Phase Services: These services may include: providing assistance to the Contracting Officer in contract procurement; answering bid/RFP questions; attending/participating in site visits; attending/participating in pre-bid conferences; preparing and issuing solicitation amendments for review and approval by the Government Contracting Officer; and performing cost/bid/proposal analysis.

Project Construction Phase Services. These services may include: establishing temporary field offices; setting up job files, working folders, and record keeping systems; maintaining organized construction files; scheduling and conducting preconstruction meetings; documenting actions taken and decisions made, etc.; monitoring the submittal review process; review and monitoring of project schedules for construction progress with emphasis on milestone completion dates, phasing requirements, work flow, material deliveries, test dates, etc.; assisting in problem resolution and handling of disputed issues (including development of Government position); maintaining marked up sets of project plans and specifications for future as-built drawings; performing routine inspections of construction as work proceeds, taking action to identify work that does not conform to the contract requirements, and notifying the contractors when work requires correction; compiling, through site inspections, lists of defects and omissions related to the work performed and providing these lists to the contractor for correction; review of construction contractor payment requests (including preparation of necessary forms for payment processing); monitoring project financial data and budgetary cost accounting; administration of construction contract change orders (issuing proposal requests, preparing cost estimates, reviewing cost proposals, assisting agency in negotiations, preparing change order packages for processing); scheduling, conducting, and documenting regular progress meetings with all interested parties to review project status, discuss problems, and resolve issues; scheduling, conducting, and documenting (prepare minutes, etc. for distribution) construction related project meetings; monitoring construction contractor compliance with established safety standards (note and report unsafe working conditions, failures to adhere to safety plan required by construction contract); monitoring construction contractor's compliance with contract labor standards; coordination of construction activities with customer Managers and occupying agency personnel; monitoring the design and construction clarification process and, when appropriate, reminding the A/E and other parties involved of the need for timely actions; participating in all "Partnering" activities



SIN Description

during construction (workshops, meetings, etc.); preparing special reports and regular project status reports; providing for progress and/or final photographs of project work; perform site surveys; provide assistance in obtaining permits; perform hazardous material assessments and monitoring of hazardous material abatement work; and provide cost estimating assistance.

Commissioning Services. These services shall include, but are not limited to, providing professional and technical expertise for start-up, calibration, and/or certification of a facility or operating systems within a facility. The CM must be able to provide any level of commissioning need from total support to specialty services. Commissioning services may require start-up planning, forecasting start-up duration, estimating start-up costs, determining start-up objectives, organizing start-up teams and team assignments, testing building system components, conducting performance tests.

Testing Services: The CM may be tasked to provide the services of an independent testing agency/laboratory to perform project specific quality control testing and inspection services. The services may include, but are not limited to, testing/inspection of soils, concrete, precast concrete connections, steel, steel decking, applied fireproofing, roofing, curtain walls/glazing, and elevator installations.

Claims Services. The CM may be tasked to provide Claims Services when and as required by the Government for specific projects. The CM will review disputes and claims from the A&E and/or construction contractor(s) and render all assistance that the Government may require, including, but not limited to, the following: Furnishing reports with supporting information necessary to resolve disputes or defend against the claims; preparation and assembly of appeal files; participation in meetings or negotiations with claimants; appearance in legal proceedings; preparation of cost estimates for use in claims negotiations; preparation of risk assessments/analyses relative to claim exposures; preparation of findings of fact and any other documentation required by the Government.

Post Construction Services. At or near substantial completion of project construction, the CM may be tasked to provide services such as: Performing Post Occupancy Evaluations (POEs); assisting Agency in the formulation of lessons learned; providing occupancy planning including development of move schedules, cost estimates, inventory lists, etc.; providing move coordination, relocation assistance, and/or furniture coordination; providing telecommunication and computer coordination.



SIN Description

871 7 Construction Management 236220 Commercial and Institutional Building Construction

Customer agencies shall utilize construction managers as its principal agent to advise on or manage the process over the project regardless of the project delivery method used. The Construction Manager assumes the position of professional adviser or extension of staff to the customer agency. The Construction Manager frequently helps the customer agency identify which delivery method is the best for the project. The construction management approach utilizes a firm (or team of firms) with construction, design and management expertise to temporarily expand the customer agency(s) capabilities, so that they can successfully accomplish their program or project. The Construction Manager also provides expert advice in support of the customer agency(s) decisions in the implementation of the project. The following are some of the tasks to be covered under Construction Management:

Project Design Phase Services: These services may include: design technical reviews; code compliance reviews; constructability reviews; analysis of Value Engineering proposals; preparation of cost estimates (including independent check estimates); cost analysis; cost control/monitoring; energy studies; utility studies; site investigations; site surveys; scheduling (including preparation of schedules and schedule reviews); review of design scope changes (including analysis of schedule impact); scheduling/conducting/documenting design related meetings; and performing market studies (material availability, contractor interest, etc.).

Project Procurement Phase Services: These services may include: providing assistance to the Contracting Officer in contract procurement; answering bid/RFP questions; attending/participating in site visits; attending/participating in pre-bid conferences; preparing and issuing solicitation amendments for review and approval by the Government Contracting Officer; and performing cost/bid/proposal analysis.

Project Construction Phase Services. These services may include: establishing temporary field offices; setting up job files, working folders, and record keeping systems; maintaining organized construction files; scheduling and conducting preconstruction meetings; documenting actions taken and decisions made, etc.; monitoring the submittal review process; review and monitoring of project schedules for construction progress with emphasis on milestone completion dates, phasing requirements, work flow, material deliveries, test dates, etc.; assisting in problem resolution and handling of disputed issues (including development of Government position); maintaining marked up sets of project plans and specifications for future as-built drawings; performing routine inspections of construction as work proceeds, taking action to identify work that does not conform to the contract requirements, and notifying the contractors when work requires correction; compiling, through site inspections, lists of defects and omissions related to the work performed and providing these lists to the contractor for correction; review of construction contractor payment requests (including preparation of necessary forms for payment processing); monitoring project financial data and budgetary cost accounting; administration of construction contract change orders (issuing proposal requests, preparing cost estimates, reviewing cost proposals, assisting agency in negotiations, preparing change order packages for processing); scheduling, conducting, and documenting regular progress meetings with all interested parties to review project status, discuss problems, and resolve issues; scheduling, conducting, and documenting (prepare minutes, etc. for distribution) construction related project meetings; monitoring construction contractor compliance with established safety standards (note and report unsafe working conditions, failures to adhere to safety plan required by construction contract); monitoring construction contractor's compliance with contract labor standards; coordination of construction activities with customer Managers and occupying agency personnel; monitoring the design and construction clarification process and, when appropriate, reminding the A/E and other parties involved of the need for timely actions; participating in all "Partnering" activities



SIN Description

during construction (workshops, meetings, etc.); preparing special reports and regular project status reports; providing for progress and/or final photographs of project work; perform site surveys; provide assistance in obtaining permits; perform hazardous material assessments and monitoring of hazardous material abatement work; and provide cost estimating assistance.

Commissioning Services. These services shall include, but are not limited to, providing professional and technical expertise for start-up, calibration, and/or certification of a facility or operating systems within a facility. The CM must be able to provide any level of commissioning need from total support to specialty services. Commissioning services may require start-up planning, forecasting start-up duration, estimating start-up costs, determining start-up objectives, organizing start-up teams and team assignments, testing building system components, conducting performance tests.

Testing Services: The CM may be tasked to provide the services of an independent testing agency/laboratory to perform project specific quality control testing and inspection services. The services may include, but are not limited to, testing/inspection of soils, concrete, precast concrete connections, steel, steel decking, applied fireproofing, roofing, curtain walls/glazing, and elevator installations.

Claims Services. The CM may be tasked to provide Claims Services when and as required by the Government for specific projects. The CM will review disputes and claims from the A&E and/or construction contractor(s) and render all assistance that the Government may require, including, but not limited to, the following: Furnishing reports with supporting information necessary to resolve disputes or defend against the claims; preparation and assembly of appeal files; participation in meetings or negotiations with claimants; appearance in legal proceedings; preparation of cost estimates for use in claims negotiations; preparation of risk assessments/analyses relative to claim exposures; preparation of findings of fact and any other documentation required by the Government.

Post Construction Services. At or near substantial completion of project construction, the CM may be tasked to provide services such as: Performing Post Occupancy Evaluations (POEs); assisting Agency in the formulation of lessons learned; providing occupancy planning including development of move schedules, cost estimates, inventory lists, etc.; providing move coordination, relocation assistance, and/or furniture coordination; providing telecommunication and computer coordination.


GSA Schedules — 871 PES Professional Engineering Services


Quality Assurance IDIQ Administrative Office of the Courts State of California Customer/Client Name:

Administrative Office of the Courts Project Name/Contract Number:

Quality Assurance IDIQ Customer Point of Contact (PoC):

Kevin Wagner – Project Manager Project Performance Period:

April 2007 – April 2013 Dollar Value of the Entire Project:

$785,000,000


$1,335,725 Brief Summary of Project:

The Administrative Office of the Courts (AOC) has numerous facilities in need of repair or replacement. 3QC was hired to provide commissioning and quality assurance engineering under an IDIQ contract to perform facility assessments and engineering analysis on existing buildings and inspection/ testing services on the construction of new facilities. The courthouse facilities typically include courtrooms, public areas, and administrative office space. The first IDIQ contract phase was from 2007 to 2010, and we are currently under our second IDIQ contract phase of 2010 through 2013.

Scope of Work – 3QC is currently consulting to the Administrative Office of the Courts, Office of Court Construction (AOC) under an indefinite quantity, indefinite delivery (IDIQ) contract, providing quality assurance and commissioning services. To date, 3QC has completed retro-commissioning and building MEP system evaluations on three existing courthouses and is currently providing building commissioning services on six additional courthouses. Professional services include developing and monitoring the project quality assurance plan for the building systems. This includes development of an equipment start-up plan, building sensor calibration plan, and final inspection and verification of building systems operations. Additional tasks include assisting in the development of the Owner Project

Requirements (OPR), design review of the construction documents, contractor submittal review, quality control checklist preparation, equipment start-up and observations, writing controls sequences, functional systems testing, measurement and verification of energy systems, energy analysis, training and warranty review. Existing building commissioning (retro-commissioning) includes as-built plan review, energy bill analysis, HVAC equipment inspection and functional assessment, as well as technical evaluation of the electrical, plumbing, elevator, and fire/life/safety systems. Additionally, existing building commissioning services include inspection of as-built conditions, development of computer based current and alternative energy models, prioritization of equipment replacements, modifications to existing control sequences, life cycle cost analysis, and training of operations staff.

Methodology – 3QC provided a systematic quality assurance process for the AOC to verify proper installation and operation of building mechanical, electrical, plumbing and low voltage systems. Our services vary slightly from project to project, however, each project includes management of design and construction professionals, technical review of project documentation and as-built information, scheduling/conducting/documenting design and construction meetings, analysis of cost proposals for energy systems, technical inspection of equipment installation and start-up, development and maintenance of defective work product lists, scheduling of building systems performance testing, review of maintenance and operations manuals, and participation in post occupancy evaluations (POEs).

During the design phase 3QC provided a comprehensive technical review of the building systems design documents for constructability, functionality, and systems coordination. We prepared written logs of design review comments and coordinated review meetings with the owner and the design team. During the design phase we provided an independent cost analysis of proposed energy systems and proposed energy systems equipment. We provided a technical review of the energy systems specification documents and coordinated testing and quality control requirements. We prepared a commissioning plan that outlined the team’s quality control and quality assurance responsibilities including the Cx team’s (owner, commissioning agent, contractor, subcontractor, inspector) responsibilities, systems testing requirements, and communications protocol during construction. Equipment testing schedule requirements were developed and incorporated into the construction documents at this time.

During the construction phase of the project 3QC coordinated and directed the inspection, start-up and testing of the mechanical, electrical and plumbing systems. As the owner’s representative we worked with the construction contractor to




develop and manage construction schedule activities including the submittal of MEP documentation, installation and inspection activities for the mechanical, electrical and plumbing systems, equipment start-up activities, testing and balancing, calibration of sensors and final functional performance testing.

3QC monitored the submittal process for the mechanical, electrical, plumbing and low voltage systems submittals provided by the contractor and the subcontractors. We performed a formal review of the submittals and tracked corrections and changes to the submittals to ensure quality products were provided. These submittals were reviewed for conformance with the contract requirements and that the functional performance of the equipment met the project performance requirements.

Our staff conducted regular project coordination meetings during construction with the contractor and the subcontractors to organize and schedule the project quality assurance activities. We prepared an agenda prior to each meeting, led and managed the meeting, prepared meeting minutes after the meeting and tracked project issues with the meeting minutes and with a project master issues log. A significant part of the meeting agendas included schedule coordination of building equipment installation, inspection and testing.

Critical to proper equipment start-up, 3QC performed pre-functional testing and inspection of system components to verify that each piece of the system works independently prior to the system working as a whole. We provided a detailed inspection, including visual verification of the HVAC equipment dampers prior to testing the unit economizer cycle. We tested all the hot water and chilled water valves to ensure that they opened and closed completely upon the proper call from the building management systems. We tested operation of each of the hydronic system pumps to verify performance along its pump curve and we tested each building operations sensor to verify correct signal and signal response. During the testing we prepared a list of requirements to be completed prior to startup of equipment that will ensure that the equipment was ready to complete start-up.

During the test and balance phase of the work, we validated the accuracy and completeness of the balancing report by sampling the TAB recorded values. We reviewed the balance report for completeness and reliability by performing random re-testing. Where performance deficiencies where identified, 3QC conducted and documented project resolution meetings to correct the deficiencies. Subsequent to the resolution meetings we monitored contractor correction of the deficiencies.

During the course of the project 3QC maintained a master deficiency log for the project. We used the log as a discussion point during regular construction coordination meetings and we tracked status of the deficiencies until they were signed off as complete.

During turn-over of the buildings we coordinated the contractor’s training plan and scheduled the training with the owner’s facility staff. Included in the training coordination was a comprehensive review of the operation and maintenance manuals. After construction we worked with the building operators to monitor contractor warranty calls and warranty services. We developed a survey questionnaire and chaired a subsequent lessons learned meeting with the operations staff to incorporate best practices on follow-on projects.

CM and Engineering Scope – Professional and technical expertise for start-up, calibration and/or certification of a facility or operating system Construction inspection, conducting regular process meetings, maintaining deficiency lists Project Design Phase Services, technical reviews, cost analysis, energy studies, scheduling Project Construction Phase Services, submittal review, problem resolution, as-built drawings Review of change orders and cost proposals Monitoring contractor compliance and partnering Organizing and conducting performance tests Analysis of Value Engineering proposals Post Construction Services, POEs, lessons learned, occupancy scheduling Electrical Engineering / Instrumentation and Measurement – Control Systems – Remote Sensing Mechanical Engineering / Materials – Power – Noise Control and Acoustics Analysis of program goals, objectives, performance Demonstration and Validation Education and Training Independent Verification and Validation Documentation and Information Services and Dissemination Regulatory compliance support Technical Analysis / Simulation and Modeling / Technical and Management Support Life Cycle Costing / Statistical Analysis / Test and Evaluation of Systems




East Campus Operations Center Sacramento, California Customer/Client Name:

Sacramento Municipal Utility District Project Name/Contract Number:

East Campus Operations Center Customer Point of Contact (PoC):

Glenn Shuder – Project Manager Past Performance Period:

April 2008 – December 2012 Dollar Value of the Entire Project:

$130,000,000


$786,100 Brief Summary of Project:

The Sacramento Municipal Utility District has outgrown their current facilities and is relocating their operations and corporate yard to a new 51 acre site. The new “Net-Zero” facility will generate its own power and includes many energy efficient strategies and systems. At 590,000 square feet, the facility will house office space, conference space, training center, vehicle maintenance facility, tool and shop building, warehouse/salvage facility, transformer recycle and repair facility, as well as parking for employees and fleet vehicles. This project is currently in the construction phase using a Design-Build methodology to meet LEED Platinum requirements.

Scope of Work – 3QC is currently consulting to the Sacramento Municipal Utilities District (SMUD) as part of their project management team providing technical quality assurance and inspection services from the pre-design procurement phase through post construction commissioning services. These professional services include Design-Build criteria consulting, design management, cost control and budgeting, development of project quality assurance requirements, design review, constructability review, project schedule coordination, review of design scope changes, assisting the contract manager with contract

procurement by participating in pre-bid meetings and technical review of the bid proposals. During the construction phase of the project 3QC is representing the owner as the commissioning agent and LEED manager. Construction phase services provided will include documentation of project decisions and criteria; planning, conducting and documenting project meetings; monitoring and review of project schedule milestones; development of inspection and testing schedule activities; maintaining a master project issues log; participating in change order negotiations; monitoring contractor compliance with building codes and LEED requirements; coordinating equipment start-up; technical inspection of mechanical and electrical systems; developing LEED certification documentation; building operational testing, scheduling and acceptance; and coordination of facility staff training. Post construction phase services will include tracking warranty repair issues and participating in a warranty review with the owner approximately ten months after occupancy; development of a user survey and coordination of a lessons learned conference; and development and documentation of a post occupancy evaluation (POE).

Methodology – 3QC’s professional services on this project are based upon the “Best Practices” developed by the Construction Management Association of America (CMAA) and the ASHRAE Guideline 0 quality assurance commissioning process guide. During the pre-design phase of the project, 3QC consulted to the SMUD staff to document and organize the major project criteria and operational requirements of the project. Our staff reviewed and edited these criteria in the Owner Performance Requirments (OPR) document prepared by the design phase architect. As part of the owner’s management team, 3QC managed development of the construction methodology developed for this project. 3QC consulted to the owner on the level and detail of documentation developed for bid to a design-build contractor. 3QC also documented scope changes in the project criteria and managed development of the design documents.

Our responsibilities included procurement phase consulting services during the bid and award process of the design-build contractor. 3QC consulted to the SMUD contract manager during contract procurement by providing written review comments of the contractor proposals, participating in the interview and scoring process of the design build teams, review and answering of RFP questions, review of value engineering proposals, participating in site visits and pre-bid conferences, and providing analysis of cost proposals.

During the design phase 3QC provided a comprehensive technical review of the building systems design documents for constructability, functionality, and systems coordination. We prepared written design review comments and participated in review meetings with the owner and the design build team. 3QC provided technical review of the energy systems




documentation and Title 24 Report. We prepared a commissioning plan that outlined the team’s quality control and quality assurance responsibilities including the quality team’s (owner, commissioning agent, contractor, subcontractor, inspector) responsibilities, systems testing requirements, and communications protocol during construction. Equipment testing schedule requirements were developed and incorporated into the construction documents at this time.

Currently in the construction phase of the project 3QC is coordinating the project schedule milestones for inspection, start-up, and testing of the mechanical, electrical and plumbing systems. As the owner’s representative we are working with the construction contractor to develop and manage construction schedule activities including the submittal of MEP documentation, installation and inspection activities for the mechanical, electrical and plumbing systems, equipment start-up activities, testing and balancing, calibration of sensors and final functional performance testing.

3QC is monitoring the submittal status of the mechanical, electrical, plumbing and LEED required submittals provided by the contractor and the subcontractors. We are performing a formal review of the submittals and documenting deficiencies and required corrections. Our review is focused on two critical aspects: conformance with the contract requirements and project functional performance requirements to meet “Net Zero” and LEED Platinum.

During installation of the MEP equipment, 3QC will manage the contractor to verify that proper quality control procedures are follwed. This is accomplished using the commissioning plan developed for the project specific requirements and includes the use of pre-functional checklists developed by 3QC prior to start-up. The contractor will provide quality control of his installation using the checklists as a guide and 3QC will provide observation and verification to check the results. 3QC will perform an independent inspection process using a sampling methodology to confirm correct use of the inspection forms and verification that equipment installations meet specification requirements. Upon completion of building mechanical, electrical, and plumbing system installations the contractor will be required to demonstrate that the final operation of the equipment and the systems meet the original design criteria which will be verified by 3QC.

Currently our staff are conducting, managing and documenting regular project coordination meetings with the contractor, sub-contractors, inspectors and owner staff. 3QC prepares the agenda prior to each meeting, leads the meeting, prepares meeting minutes after the meeting and tracks project issues using a master issues log. Currently the major focus during the meetings is centered on equipment performance requirements and testing milestones as well as LEED documentation and template preparation for building certification.

3QC has developed a systematic testing plan to verify that the mechanical, electrical, plumbing and building management systems function correctly, are controllable with the designed project parameters, and are tuned for optimum energy performance. 3QC is responsible to manage the construction contractor to ensure that these systems have been configured and tested to perform correctly prior to occupancy by the building users and tenants. Contractors will provide a written log of measurements and test results for distribution and tracking. 3QC staff will review the testing results and documentation provided by the contractor and will perform re-testing to verify proper performance. System deficiences and their subsequent corrections are then identified, verified, and documented by 3QC. Final performance and set points will be documented for use by the facilities maintenance staff and referenced during training.

Upon completion of final testing, 3QC will coordinate training of the building operations staff by the contractor and/or manufacturer representatives, documenting the training process and provide verification that the training is sufficient for continuing operations. The operations staff will be encouraged to test and evaluate system operations to develop a thorough understanding of system capabilities during training.

CM and Engineering Scope – Professional Advisor Design and Management Experience Project Design Phase Services Project Procurement Phase Services Project Construction Phase Services Commissioning Services Testing Services / Demonstration and Validation / Independent Verification and Validation Education and Training Building Regulatory Certification / Regulatory Compliance Support Life Cycle Costing / Statistical Analysis / Control Systems Mechanical Engineering / Materials – Power – Noise Control and Acoustics Post Construction Service / Analysis of Program Goals, Objectives, Performance Technical Analysis / Simulation and Modeling

schedule for

Documents