Attachment Q - Site Assesment for Building 3 Retrocommissioning.pdf

Construction, Maintenance, Inspection, Surveying, & Testing (CMIST-2)

Attachment XXXX – Retro-Commissioning Study for Building 3 - Sample Task

STATEMENT OF WORK FOR RETRO-COMMISSIONING OF BUILDING 3 AT

NASA GLENN RESEARCH CENTER

THE OFFEROR IS NOT TO PERFORM ANY OF THE WORK OR PRODUCE ANY DELIVERABLES FOR THE SAMPLE TASK AS DESCRIBED BELOW. EXPECTED RESPONSE TO THIS SAMPLE TASK IS OUTLINED IN

SECTION L OF THE RFP.

1. PROJECT DESCRIPTION

The overall purpose of this project is to perform retro-commissioning of the HVAC system of Building 3, NASA Glenn Research Center, Cleveland, OH. This portion of the project will encompass the Planning and Investigative Phases of the Retro-commissioning.

2. BACKGROUND

The goal of this effort will be to evaluate, through hands-on evaluation and testing, whether Building 3 is operating at peak energy efficiency with regards to its HVAC system as a whole. Any observed issues shall be recorded and a report shall be developed to provide the guidance, instructions, and overall execution necessary to return the HVAC system to peak efficiency.

Building 3 is the GRC Administration Building and is comprised primarily of office space and a main auditorium. The building was built in 1942 and has a basement and two floors. The building footprint is approximately 18,000 SF. This building has undergone several partial renovations and alterations over its lifespan. Please see the attachment for floor plans and mechanical record drawings that provide a general understanding of the types of spaces, equipment, and systems that are within this building.

3. OBJECTIVES

Retro-Commissioning (RCx) is a systematic process applied to existing buildings for identifying and implementing operational and maintenance improvements and for ensuring their continued performance over time. RCx assures that the system functions as intended, while accounting for changes in operating use, age, and new practices, codes, and technologies. It is an inclusive and systematic process that intends not only to optimize how equipment and system operate, but also to optimize how the system components function together. The primary focus is using Operations & Maintenance (O&M) tune-up activities and diagnostic testing to optimize the building systems.

Primary Objectives:

1. Optimize control systems through calibration of sensors, review of metered data and trend logs, and functional equipment testing.

2. Improve building performance by saving energy and reducing operational costs.

3. Identify and resolve building system operation, control, and maintenance problems.

4. Reduce or eliminate occupant comfort complaints and increase occupant satisfaction.

5. Improve indoor environmental comfort and quality.

6. Document system condition and operation.

7. Identify operational and maintenance enhancements that result in improvements in energy efficiency, occupant comfort, or indoor air quality.

8. Identify O&M practices that could be implemented and additional training that the maintenance staff may benefit from.

9. Extend equipment lifespan.

4. Qualifications and Responsibilities

4.1 (Retro) Commissioning Agent Qualifications:

The Commissioning Agent (CxA) should have experience in Commissioning (Cx), Recommissioning, and Retro-commissioning (RCx) in the climate and type of commissioning to be performed. For example, if the building to be commissioned is laboratory, office, or warehouse, the firm should have experience with the systems and equipment in that type of building. As climates often dictate the type of HVAC, lighting, and other controls used, experience in the geographic area is required.

4.2 Contractor/CxA Responsibilities:

The CxA shall schedule and conduct a pre-RCx meeting with the following objectives:

1. Introduce the team members

2. Define roles and responsibilities

3. Present a schedule of completion

4. Develop an issue log and track all issues and actions

5. Provide meeting minutes and distribute to all team members

6. Conduct follow-on status meetings as needed and provide minutes of the meetings for all team members

The CxA shall be responsible for the following objectives:

1. Conduct follow-on status meetings as needed and provide minutes of the meetings for all team members

2. Ensure systems and components to be commissioned for the project are as included in the original commissioning or as needed based on any modifications to the facility. Note any systems that were missed, require additional oversight for inclusion in the SOW, or need to be modified

3. Develop checklists for maintenance repair/correction. These can be component checklists or procedural checklists

4. Review original and any revised design documents for building system requirements as originally designed or as changed based on modifications

5. Ensure commissioning activities are properly scheduled

6. Initial and develop preliminary functional test procedure format and establish an understanding of the magnitude of scope of testing that will be involved

7. Perform or witness all testing performed on the defined systems

8. Revise test procedures as needed and document changes

9. Document all testing, changes, and final conditions

10. Validate final acceptance of the changes, system configuration, and data

11. Record with photographs all pertinent conditions, repairs, or changes

12. Develop the final report for review and approval by NASA, to include facility description, project overview, the Retro-commissioning process, functional test reports, photographs, findings and recommended repairs and rough order of magnitude cost

5. SCOPE

5.1. PHASE I: PLANNING AND INVESTIGATION

5.1.1 Planning Phase: Review of existing documentation and requirements, preparation of a detailed retro-commissioning plan.

5.1.1.1 Documentation Review - Review building drawings and documentation to understand the building energy usage and initial basis of design, and to evaluate the system integration. The review process includes the evaluation of all record drawings, Test and Balance Reports, Operations & Maintenance Manuals (typically related to mechanical, electrical and controls), and any past Commissioning Reports. NASA project team will provide relevant drawings and test reports.

5.1.1.2 Review the current facility functions to identify changes from the original design criteria and assumptions. Identify any potential issues.

5.1.1.3 Review current codes and standards to identify those applicable to the current facility requirements.

5.1.2 Develop the draft RCx plan with input from the NASA project team. The plan shall at a minimum contain the following information, description of what was evaluated including scope and methodology, findings and proposed implementation plan. Plan should include:

1. Equipment, systems, or specific measures to be included, or selection criteria for inclusion

2. Plan for reviewing existing systems and related documentation

3. Define current operational requirements from original design documents and interviews with maintenance staff

4. Detailed plan for equipment calibrations, including calibration forms

5. Maintenance checks to be performed

6. Functional tests to be performed

7. Testing, Adjusting and Balancing (TAB)

8. Methods to be used in analyzing the monitored or trended data

9. Plan to assess and document the current operating strategies and sequences of operation for all systems and equipment included

10. Strategies to be used in calculating energy impacts and implementation cost estimates for opportunities identified

11. Implementation schedule

12. Define the content of the Final Retro-Commissioning Report

5.1.2 Investigative Phase: Conduct field inspections, data gathering, functional testing of HVAC, and analysis to accurately assess system performance and identify repairs and improvement opportunities.

5.1.2.1. System condition analysis - Check systems for conditions that may impact operation of the respective systems. This shall include items such as cleanliness of coils, condition of filters and belts, and status of required preventative maintenance actions.

5.1.2.2 Site Review / Survey - Conduct a thorough and detailed building walk-through to evaluate the issues identified in the Planning Phase and observed during the drawing and documentation review.

Important facility information not found during the Documentation Review will need to be identified during the site survey.

5.1.2.3 Facility Performance Analysis and Performance Baseline Establishment.

5.1.2.3.1 Collect and analyze available energy, non-energy and other system performance data to establish baseline benchmarks for facility performance. Available facility performance baseline data shall include utility billing data, sub-metering data, work orders, comfort complaint logs, indoor air quality parameters, occupant satisfaction survey results, Building Automation System (BAS) trend data if available, and/or standalone data logger data and other data deemed necessary to develop and establish the facility baseline. NASA project team will provide available energy data.

5.1.2.3.2 Contractor will gather data at an interval deemed necessary.

5.1.2.4 Test Development - Develop Functional Test Procedures for the HVAC systems identified in the project scope. Test plans typically focus on confirming that the system performance is meeting the performance requirements of the occupants set forth in the CFR.

5.1.2.5 System Functional Testing - Perform system testing to evaluate the building systems performance. System testing includes going through equipment sequence of operations. In addition, any anomalies or issues identified in earlier Investigative Phase steps should be considered for further evaluation during system testing to determine root causes and possible solutions. The testing process includes the verification of all sensors. Perform functional testing with qualified CxA. Additionally, the local onsite controls representative is Siemens. Subcontract with Siemens as necessary for performing functional testing.

5.1.2.6. Repairs or improvements identified during the Investigative Phase and during monitoring and testing will be reported to GRC along with a Rough Order of Magnitude (ROM) cost estimate.

5.1.2.7 Phase 1 Closeout: Provide Draft Phase 1 Investigative Report for NASA review. Set up meeting to review report content with NASA. Provide revised and Final Phase 1 Investigative Report once all comments have been received and addressed.

6. SPECIAL REQUIREMENTS

In addition to the services discussed above, the Contractor shall be responsible for the following:

1. Field Survey Details.

2. Station Liaison. A Team Lead will work closely with GRC Facilities Team. The Contractor

Team Lead will be responsible for all contractor coordination and for coordination with the NASA project team. The Contractor shall develop a project schedule ensure that all work is coordinated with the appropriate base personnel.

3. Station Regulations. All station regulations must be followed. If access to normally restricted areas is needed, the Contractor shall request assistance from the NASA project team in arranging for such access.

4. Schedule of Work. Following award of this authorization, the Contractor shall prepare a proposed schedule of work.

5. Briefings. Upon completion of the field work, the Contractor shall provide an out brief to the designated GRC personnel on findings and recommendations so far as is known at the time of the out-brief. After the final submittal, the Contractor shall brief GRC regarding findings and recommendations.

7. SUBMITTALS

7.1 Products: Submit a comprehensive RCx Plan following the Planning activities and prior to the Investigative activities. Provide a Draft and Final Report detailing the results of the Phase 1: Planning and Investigative portions of this work as outlined in the previous sections.

7.2 The time allowed for development of the study submittal and the respective review periods shall be as follows. The number of days indicated shall be construed as calendar days. The A/E shall develop a plan of action and milestones (POAM) to accelerate submission of the final study as possible.

PH1- INVESTIGATIVE STAGES DUE DATES

Study Kick-off Meeting 30 Days after award. Coordinate meeting with GRC.

RCx Plan 21 Days after kick-off.

Draft Phase I Investigative Report 60 Days after site visit.

Government Review Period Completed within 14 days of Phase I report submittal.

Final Phase I Investigative Report Completed within 14 days after

Government Review