EFFECTIVE COMMISSIONING PROPOSALS Presented To: High Performance Buildings 2006 Las Vegas, April 7, 2006 Presented By: Rebecca T. Ellis, PE LEED® AP, CCP,

EFFECTIVE EFFECTIVE COMMISSIONING COMMISSIONING

PROPOSALSPROPOSALS

Presented To:High Performance Buildings 2006

Las Vegas, April 7, 2006

Presented By:Rebecca T. Ellis, PE

LEED® AP, CCP, CxAPresident

General

“Commissioning Plan begins with your proposal.” -Jim Magee, CxA

Reference Appendix A of ACG Commissioning Guidelines

Presentation Overview

Pre-Qualify the OpportunityWhat do you Know?Proposal ContentsFee DevelopmentRisk Management

RFQ vs. RFP

RFQ

• Qualifications Only

RFP

• Qualifications

• Project-specific approach

• Fee Proposal Team Approach

Pre-Qualify the Opportunity

RFP Quality

• Phone call

• 1 page letter

• Formal and detailedBoiler plateCustomized

• Appropriateness to size/scope of project

Pre-Qualify the Opportunity

RFP Process

• Pre-proposal meeting

• Time allotted for proposal preparation

• Interviews

Pre-Qualify the Opportunity

Owner Commitment• Has the owner commissioned a project

before?

• Willingness to engage in discussion with proposers

• Which “side of the owner is soliciting the proposals?

• What Commissioning Includes

Pre-Qualify the Opportunity

Selection Criteria• Location

• Fee

• Qualifications/Experience

• Approach

• Staffing capability

What do you Know?

• What is Commissioning?

• Defined in the RFP

• Not Defined in the RFP

• Voluntary Alternates

What do you Know?

Project Status

• Pre-Design

• Mid-Design

• End of Design

• Early Construction

• Late Construction

• Post Construction

What do you Know?

Project Delivery Method

• Design-Bid-Build

• Design-Build

• Fast Track

• Multiple Bid Packages

• Multiple Prime Contractors

What do you Know?

Project Documents Available to Proposers

• Schedule

• Program

• Design Intent or

Performance Rqmts

• Design Drawings

• Specifications

Proposal Contents

Defined in RFPNot Defined in RFP

Firm IntroductionApproach to Commissioning

• Philosophy

• How will you do the project?

• What differentiates you from others?

Proposal Contents

Team

• Organization chart

• Roles & responsibilities

• Resumes

Past Experience & References

Proposal Contents

Proposal Contents

Fee Proposal

• $

• Assumptions

• Exclusions

• Terms

Fee Type

Fixed FeeNot-to-Exceed MaximumTime & Material with no

Maximum

Fee DevelopmentFormat defined in RFP?Matrix

• Activities

• Hours per activity

• Average hourly rates

Rule-of-ThumbExperience-BasedExpenses

Risk Management

Assumptions

• Sampling Strategies

• Number of Meetings and/or Site Visits

• Number of Design Reviews

• Retesting

Risk Management

Other Team Member Responsibilities

• Owner

• A/E Firm

• Installation Contractors

• Controls Contractor

• TAB Contractor

Risk Management

Beware of “Ensure”What can you Control?Motivating other Team Members

Discussion