Bid Notice-Miscellaneous Building _ System Commissioning Services.pdf

RFQ2027-008 Miscellaneous Building and System Commissioning Services

Scope of Services

1. Scope of Services

1.1 New Construction and Major Renovation Projects

For new construction and major renovation projects, the Commissioning Agent may provide services during the planning, design, construction, acceptance, occupancy, and warranty phases. Services may include developing or reviewing the Owner’s Project Requirements and Basis of Design; reviewing designs, specifications, control sequences, and submittals; preparing commissioning plans, specifications, test procedures, schedules, and issue logs; coordinating commissioning activities; observing installation and startup; reviewing contractor documentation; conducting or witnessing functional performance and integrated systems testing; tracking deficiencies through resolution; reviewing operations and maintenance documents and staff training; and completing seasonal, post-occupancy, or warranty-phase testing. The Commissioning Agent will provide a final report documenting testing, findings, unresolved issues, and recommended follow-up actions. Assistance with applicable energy codes, utility programs, sustainability requirements, grants, and green-building certifications may also be required.

1.2 Existing Buildings

For existing buildings, the Commissioning Agent may provide existing-building commissioning, retro-commissioning, recommissioning, monitoring-based commissioning, and related technical services. Services may include reviewing available building documentation, utility data, work-order history, and building automation system data ; interviewing facility staff and occupants; investigating existing conditions; analyzing system controls, operating schedules, setpoints, alarms, energy and water use, indoor-air quality, and occupant comfort; conducting functional performance testing; and identifying operational improvements, repairs, maintenance needs, and capital improvements. And verifying corrective actions and their persistence of improvements.

1.3 Building Systems

Systems subject to commissioning may include, but are not limited to, the following:

Mechanical: Heating, ventilation, air-conditioning, exhaust, central plant, hydronic and air-distribution systems, and testing and balancing.

Building Automation and Controls: Building automation and energy-management systems, field controllers, sensors, actuators, control sequences, schedules, alarms, trend logs, graphics, and interfaces among commissioned systems.

Plumbing: Domestic water heating and distribution, recirculation systems, pumps, plumbing fixtures, mixing valves, and associated controls.

Electrical: Electrical distribution, generators, automatic transfer switches, lighting and lighting controls, emergency lighting, utility metering and submetering, renewable energy systems, energy storage, and associated controls.

Building Envelope: Roofs, exterior walls, windows, doors, insulation, air barriers, waterproofing, and other thermal, air, and moisture-control assemblies.

Life-Safety System Interfaces: Life-safety systems are excluded from the commissioning scope except where verification of an interface with a commissioned building system is necessary. Testing, inspection, certification, and modification of life-safety systems shall be performed by the City’s authorized specialty contractors. The commissioning provider shall coordinate interface testing with those contractors as directed by the

City.

1.4 Example Services for Existing Buildings

Planning Phase: Develop project goals, facility requirements, and a commissioning plan.

Investigation Phase: Conduct field inspections, gather data, perform testing, and analyze results to assess system performance and identify opportunities for improvement.

Implementation Phase: Verify that the desired facility improvements have been completed and confirm their results and performance.

Turnover Phase: Support the systematic transition from commissioning activities and the Commissioning Team to standard operating practices and the operations and maintenance (O&M) team.

Final Phase: Implement documentation, systems, and tools that support sustained benefits and continuous performance improvement over time.

1.5 Example Services for New Construction

Commissioning Plan: Develop a comprehensive commissioning plan during the construction-document phase, in coordination with the design consultant and Owner, and within project budget constraints. The plan shall consolidate information provided by the design consultants into an operational concept manual containing general information about the building systems.

Commissioning Specifications and Documentation: Provide electronic commissioning documentation to the design consultant for incorporation into the construction documents. The documentation shall identify contractor responsibilities for commissioning and communication with the Commissioning Agent. It is expected to address general commissioning requirements; the extent and scope of commissioning;

manufacturer testing requirements; pre-functional testing; and functional testing. These requirements are intended to ensure that contractors test individual equipment before the Commissioning Agent performs full-system testing.

Testing and Balancing: Prepare testing and balancing specifications and verify testing.

Design and Submittal Reviews: Review preliminary construction documents for functionality and clarity and provide written comments on preliminary and final construction documents. Review building automation system shop drawings for conformance with the drawings and specifications.

Functional Testing and Coordination: Work independently and/or with contractors, as needed, to functionally test, adjust, and document the operation of commissioned systems. Coordinate with the City of Boise, construction contractor, and Architect/Engineer (A/E) throughout all commissioning phases. Provide a comprehensive final commissioning report.

Operations and Maintenance: Review and provide recommendations regarding O&M plans and training for building operators.

Owner Representation: Represent the interests of the Owner, the City of Boise, and report to the assigned Project Manager. Coordinate with the Architect/Engineer on each assigned project.

Warranty-Period Review: Return to each site approximately 10 months into the warranty period to review current building operations and outstanding items associated with the original and seasonal commissioning with facility staff and/or the Owner.

Green-Building Documentation: Provide documentation required to support LEED and/or Boise Green Building Code certification.

2. Subconsultants

Subconsultants may be included as part of the Consultant team. Qualified subconsultants may be used to provide adequate coverage of the technical expertise required under the Contract.

The City recognizes that some assignments may require work by personnel or job classifications not specifically identified in this scope. Specialized services that cannot reasonably be categorized under the job classifications described herein may be authorized through subconsultants or subcontractors.

When subcontractors are proposed, the City reserves the right to approve them before issuing a Notice to Proceed (NTP) for the applicable assignment. Overhead markup on subcontracted work shall not exceed five percent (5%) of the value of the subcontracted work. No overhead markup shall be allowed for subconsultants identified as part of the original Consultant team assembled to meet the minimum scope of services in this RFQ.

3. Project Assignment Sequence

Because the anticipated projects will vary in type, the actual assignment sequence may differ. The following describes a typical process for project assignments.

When the City identifies a need for Consultant services, the City will generally meet with the Consultant to discuss the required scope of services.

Unless otherwise specified in the scope-of-work request, the Consultant shall generally submit a proposal within two (2) weeks after the City issues the request, regardless of the anticipated professional fee.

The proposal shall use the Task Order form included as Contract Attachment and shall define the proposed scope, fees, and schedule for the Consultant’s services.

To remain on the consultant list, the Consultant must respond to each assignment request by submitting a proposal or a letter indicating that it is not interested or does not have staff available for the assignment.

4. Compensation

Compensation will generally be based on the hourly rates established in the agreement, subject to a not-to-exceed amount for each assignment, or another fee arrangement approved in writing by the City.

Before the Task Order is executed, the proposed staff, estimated hours, and any additional costs shall be established by mutual agreement between the Consultant and the City.

After the Task Order is executed, the Consultant shall proceed with the authorized services and submit monthly invoices based on actual hours charged to the project.

Each invoice shall include a breakdown of hours charged and a description of project progress. Invoices that do not include this information may be rejected.

Employee classifications and hourly rates shall conform to the Contract. All hourly rates shall be straight-time rates; overtime rates will not be permitted.

Hourly rates shall include office space, hardware, software, support, field equipment, supervision, travel, printing, and copying expenses necessary to complete the required tasks, except for resident employees as noted in the Contract and direct reimbursable expenses specifically agreed upon at the time of assignment.

5. Insurance Requirements

Before execution of the Agreement, the successful Consultant(s) shall provide evidence of appropriate insurance as specified in the Agreement.