RFP_CxA.pdf

Georgia Institute of Technology

Board of Regents of the University

System of Georgia

Request for Qualifications (Step I) and

Request for Proposals (Step II)

To Provide

Commissioning Authority Services For

“Smith and Howell Residence Halls Renovation” GT Bid-Contract No. 2041-24 / Project No. BR-30-2407

Atlanta, Georgia

Solicitation Issue Date: April 12, 2024 Qualifications Packages Due: May 3, 2024

TABLE OF CONTENTS

STEP I – REQUEST FOR QUALIFICATIONS (RFQ)

1. GENERAL PROJECT INFORMATION

2. COMMISSIONING AUTHORITY SERVICE REQUIREMENTS

3. SCHEDULE OF EVENTS (STEP I)

4. QUALIFICATIONS REVIEW PROCESS

5. SUBMITTAL OF QUESTIONS AND REQUESTS FOR QUALIFICATIONS

6. INSTRUCTIONS FOR PREPARING STATEMENTS OF QUALIFICATIONS

7. SUBMITTAL OF STATEMENTS OF QUALIFICATIONS

8. FINALIST NOTIFICATION

STEP II – REQUEST FOR PROPOSALS (RFP) from Qualified Finalists

1. CONTRACT INFORMATION

2. BUILDING PROGRAM

3. SCHEDULE OF EVENTS (STEP II)

4. SELECTION PROCESS

5. SUBMITTAL OF QUESTIONS AND REQUESTS FOR CLARIFICATION

6. INSTRUCTIONS FOR PREPARING DESIGN TEAM PROPOSALS

7. SUBMITTAL OF DESIGN TEAM PROPOSALS

8. PRESENTATION / INTERVIEW INFORMATION

9. SUBMITTAL OF FEE PROPOSALS

10. ADDITIONAL TERMS AND CONDITIONS

EXHIBITS

1. Exhibit A – Certification Form

2. Exhibit B – COI and Minority Status

3. Exhibit C – Project Team Composition Form

4. Exhibit D – Fee Proposal Form

5. Exhibit E – Contractor Affidavit

6. Exhibit F – Proposer’s Disclosure

7. Exhibit G – Links to Misc. Exhibits

STEP I

REQUEST FOR QUALIFICATIONS

Commissioning Authority (CxA) Services

Project No. BR-30-2407

Georgia Institute of Technology, Atlanta, Georgia

The Board of Regents of the University System of Georgia (“BOR”) as (“Owner”), on behalf of Georgia Institute of Technology (“Georgia Tech”), (“User”) is soliciting statements of qualifications from firms interested in providing professional commissioning services for the construction of a project known as Project No. BR-30-2407 “Smith and Howell Residence Hall Renovations” at Georgia Institute of Technology, Atlanta, Georgia. This Request for Qualifications (RFQ) seeks to identify potential providers of the above-mentioned services. Some firms that respond to this RFQ, who are determined by the Owner to be especially qualified, may be deemed eligible and may be invited to interview and offer proposals for these services. All respondents to this RFQ are subject to instructions communicated in this document, and are cautioned to completely review the entire RFQ and follow instructions carefully. BOR reserves the right to reject any or all statements of qualifications or proposals, and to waive technicalities and informalities at their discretion.

1. GENERAL PROJECT INFORMATION

Constructed in 1947 and 1939, respectively, Smith and Howell Halls (the “Halls”) offer traditional style, first-year student residential housing on the east side of GIT’s Atlanta campus (the “East Campus Housing Area”). The Halls collectively contain approximately 418 beds and associated common spaces including study rooms; communal kitchens, restrooms, and laundry rooms; and back-of-house support areas. Totaling approximately 64,000 square feet, Smith Hall has four residential floors, while Howell Hall contains approximately 24,000 square feet and three levels of residential housing. The Halls each contain an attic and a basement and primarily house first-year students and support staff.

With a goal of preserving their historic character, GIT proposes to fully renovate the Halls and construct a new connector structure that would create a central entry point for the buildings and provide additional study and social gathering space (the “Project”). In addition to refreshed finishes, new lighting, and improved amenities, the Project would enhance restroom privacy by implementing a modified communal restroom model. Other improvements would include ADA accessibility to all floors, upgraded building systems and envelope performance, and the addition of approximately eighteen beds in the attic level of the Halls. These additional beds would help offset those that would be lost to the revised restroom design and new programming and social spaces.

Part of a multi-year plan to renovate the historic first-year housing stock located in the East Campus Housing Area, the Project would be enabled by the construction of a new first-year residence hall that is currently in the design phase. Construction of the Project is expected to be phased over two academic years.

Adjacent buildings will remain fully-occupied and in use by students for housing and dining throughout the project. The scope of the renovations is extensive. This will include but is not limited to all new MEP systems, addition of elevator(s), hazardous material abatement, fire and life safety systems, accessibility upgrades, exterior veneer restoration, windows, doors, roof, and finishes. The design team should study the addition of resident rooms and mechanical space on the currently unoccupied attic level. Restrooms should be fully renovated from existing traditional communal type showers to those that accommodate modern enhanced levels of privacy but maintain a communal approach. Central laundry for building residents should be included.

Student gathering spaces such as study lounges, kitchens, and recreational/leisure spaces should be incorporated into the design. We anticipate loss of bed-count (6 at Smith; 12 at Howell) resulting from an increase in the amount of high quality commons space.

In addition to the existing building renovations, we envision the construction of an approximately 8000-sf connecting structure between the two residence halls that will provide a centralized entry point for the halls and an accessible path for traversing the topography of the site, along with increasing the amount of high quality commons area available to the residents, similar to the Glenn & Towers Connector on the north side of this block along Bobby Dodd Way.

This project will also include design and construction of improvements to the adjacent landscape addressing pedestrian circulation, service requirements, outdoor common space, infrastructure improvements and stormwater management. While Brown, Harris, Harrison, and Brittain renovations are to be renovated as separate future projects, the design of landscape for the Smith & Howell project will influence work on these future renovations.

This project will also include the design and construction of utilities infrastructure improvements.

The team should analyze multiple strategies that support campus sustainability, reliability, and resiliency goals. This includes analysis of district-level solutions that will not be fully-implemented as part of this project, but only realized upon continuation of the Area 1 residence hall renovation program. This includes but is not limited to options for electrification that reduce scope 1 emissions and reduce reliance on current in-use campus heating and cooling infrastructure. The district scale solutions will be evaluated as part of a utility master planning effort that will run concurrent to this project’s design.

The collaborative space offered to our students in the first-year housing community strongly supports and enhances the Institute’s academic mission and student-first priority. This model provides students with a sense of connection to fellow students and, consequently, a stronger sense of community. Opportunities for interaction and engagement are particularly beneficial to first-year students, who are the primary occupants of these and adjacent residence halls. The renovated halls will capture and expand upon these benefits and further improve the student experience through the inclusion of enhanced amenities, such as providing student study lounges, laundry areas, and community kitchens.

Mechanical, electrical, and plumbing (MEP) design-assist with subcontractors (as selected through a process led by Construction Manager) is anticipated and the team should plan for multiple component packages. These may include demolition/abatement, design-assist for MEP, elevator or other long lead items, site utilities, and other components as determined in conjunction with the Owner and Construction Manager.

The project will align with State of Georgia and GT planning, design, and construction standards.

This includes but is not limited to the “Yellow Book” design standards and associated Appendix A:

Department of Housing & Residence Life Design Standards. Building material and systems selections should consider durability, resiliency, simplicity of maintenance/operation/replacement, in addition to health, sustainability, and aesthetic considerations as well as coherence across the housing portfolio.

Deliverables of the preliminary feasibility study will be made available to the short-listed firms as part of Step II of this RFQ/P.

Sustainable Approach The project will incorporate the requirements of the Energy Efficiency & Sustainable Construction Act of 2008 (O.C.G.A. 50-8-18) as a minimum and it is the desire of the Owner for this building to support campus sustainability measures and strategies through its design and construction. The project is intended to be a model of sustainability in the district. Project sustainability goals will include:

Energy Use Intensity (EUI) target of 38 or better.

Reducing storm water runoff and maximizing water capture and reuse Prioritization of specifying materials with sustainable criteria, Prioritizing healthy material selections that target reduction of embodied carbon, Maximizing greenspace on the site and designing to increase biodiversity Material and equipment decisions based on life cycle cost analysis Georgia Peach Building Rating of at least 3 Peaches Compliance with tenets of the 2018 International Green Construction Code and Passive

House appropriate for student residential renovation LEED Gold or better certification

Georgia Tech will independently employ a commissioning agent early in the design process. The commissioning agent’s scope will include building envelope and systems commissioning. The commissioning agent will be responsible for the development and maintenance of the Owner's Project Requirement document (OPR) and will work with the Design team to align with their Basis of Design document (BOD).

Project Delivery Method The delivery method for this Project will be Construction Manager-at-Risk (CM), and, at a minimum, will employ the services of a Commissioning Agent in addition to the services of the Design Professional.

The contract for all design services will be a Board of Regents contract.

Project Budget The preliminary Stated Cost Limitation (SCL) or construction cost is estimated at $56,448,000. The final SCL may be revised by the Owner due to final programmatic requirements, funding availability or other circumstances.

COMMISSIONING AGENT FEE

The Commissioning Agent Fee is approximately $600K, which includes services during design and construction. Anticipated Professional service requirements include the services listed in the RFP as “Scope of Services”. Any concerns about fee should be included in the qualification packages.

The shortlisted firms are required to submit a fee proposal that also includes anticipated fees and all expenses such as printing and travel.

Project Schedule The CxA’s services are anticipated to commence by August 2024 with early release construction documents and final construction documents as required to achieve the schedule for completion.

A preliminary master project schedule is attached. The start of construction is May 11, 2026, with Substantial Completion no later than June 30, 2027 for Smith, and June 30, 2028 for Howell and the Connector. (All of the dates above are estimates which are subject to change. The fee structure for CxA services relative to the schedule, and fee amounts will be agreed upon by the Owner and the CxA prior to the start of services.)

The duration of the CxA’s involvement is to be approximately Summer 2024 to Summer 2029. The CxA will be engaged in the design review process, construction review process and complete and commission the project for full occupancy. The CxA will also perform post-completion commissioning to include measurement and verification during the warranty period.

QUALIFICATIONS

It is the BOR’s desire that the CxA satisfy as many of the following preferences as possible:

1. The CxA will have acted as the principal CxA for a least three projects over 50,000 square feet. The CxA will have acted as principal CxA for a project of a similar type facility as the Project at hand.

2. The Commissioning team members shall have extensive experience in: (1) the operation and troubleshooting of HVAC systems, (2) direct digital control (DDC) systems, (3) testing, adjusting, and balancing (TAB) of HVAC systems, (4) voice/data networking systems, (5) electrical switch gear and (6) Energy Modeling review including familiarity with Energy Plus software. Extensive (minimum of five years) field experience is required for this type work and systems.

3. Team members have knowledge and experience in building operations and maintenance, and have provided O&M training.

4. Team members have experience in energy-efficient systems design, and control strategy optimization.

5. Team members have experience writing commissioning specifications and test procedures.

6. The team members have experience with projects that include programming and design that support sustainability initiatives.

7. The team has a principal-in-charge that is a Professional Engineer in the State of Georgia, with other Engineers as appropriate that are also registered Engineers. Project managers, lead field Engineers, and field support staff may be non-Engineers who have had technical training, past field experience and skill in Commissioning, especially in the areas of TAB, HVAC operations, DDC systems, networking, and electrical system operations. The required expertise for this project must be part of the skill and experience set of the firm making the proposal.

Building Envelope Commissioning Qualifications: Commissioning firms without in house building envelope commissioning may team with another firm, as long as there is a clear delineation of roles within the organizational chart submitted as part of the RFQ.

2. COMMISSIONING AUTHORITY SERVICES REQUIREMENTS

2.0 General

The Owner desires commissioning for the project to ensure that all systems are complete and will function properly when installed or constructed and that facility staff has adequate system documentation and training. The Commissioning Authority will serve as GT’s agent to commission all components of the Project. The Commissioning Authority shall oversee and coordinate the traditionally separate functions of equipment startup, system performance testing and balancing, control system calibration, construction and system documentation, and training.

Specific requirements of the Commissioning process and responsibilities, duties, and obligations of the Commissioning Authority (CxA) team are described in Section 2.1, Commissioning Tasks. To accomplish these tasks, the CxA shall be required to coordinate his or her activities with other entities. The Commissioning process does not take away from or reduce the responsibility of the Design Professional to provide a finished and fully functioning product. It is noted that the services of the Design Professional or Construction Professional and various subcontractors are NOT provided for under this Scope of Work and the CxA is not responsible for providing their services.

The CxA shall be charged with developing and enforcing the Owner’s Project

Requirements. The CxA shall not be responsible for system design or code compliance issues. While every effort will be made by the entire team to resolve functional issues in a timely manner, it is understood that due to the complexity of the building systems that this may be an iterative process. The CxA shall serve as a key member of the team working in concert with the engineer of record, CM and sub-contractors in tracking, trouble shooting, and resolving such issues.

The commissioning team shall be led by a qualified, professional engineer who shall serve as the point of contact for the duration of the project and be actively involved in review & oversight of all aspects of the commissioning process. This person shall evaluate trends both at startup and long term (post occupancy) to ensure the systems are properly functioning and the OPR is met. The commissioning team shall make suggestions as to operating parameters (post occupancy) to provide for optimum operation.

The CXA shall have or establish an office in the Atlanta Metro Atlanta area appropriate to accomplish the scope of work.

2.1 Commissioning Tasks

The CxA shall provide services in accordance with the requirements of the GIT Office of

Facilities Design and Construction "Architecture and Engineering Design Standards for Building Technology" ("GT Yellow Book" ).

The following tasks will be accomplished by the CxA to provide Commissioning during the following phases of the project:

Design Phase The CxA shall assist in documenting the project’s requirements, the Using Agency’s design intent, and the design team’s basis of design and rationale for accomplishing these requirements. The CxA shall complete the following tasks during the design phase:

Prepare and develop the OPR (Owner’s Project Requirement) using Owner’s template.

Develop the M&V plan, and ensure that it is achievable.

Coordinate and supervise the Commissioning work during design.

Prepare and distribute the design phase Commissioning Plan.

Attend initial meetings with and Design Team to discuss role of CxA and coordination of design.

Obtain the university “Design Intent” information and the “Basis of Design” information from the university and Design Team.

Review the DP’s Basis of Design (BOD) document and ensure consistency with the OPR.

Provide Design Team members with Commissioning items to be considered during design.

Perform a focused design review / peer review at the end of design development, 70% CD and 100% CD design stages, which shall include the following: (a) input regarding making the building easier to commission; (b) how building O&M can be made easier [accessibility and system control, etc.]; and (c) how utility usage and Indoor Environmental Quality can be improved.

Review of design of proposed exterior envelope systems.

Review of energy modeling.

Prepare Commissioning specifications for the construction bid documents for all systems and equipment that are to be commissioned using GT provided templates.

Have the Commissioning specifications approved by the A/E team and included in the A/E construction specifications.

Prepare pre-functional checklists (PFCs) to document installation.

Prepare draft functional tests for equipment and systems to include in specifications.

Submit test procedures to Design Team for review and comments.

Attend four Design Team review meetings to discuss comments on plans and coordinate specifications.

Review bids and contractor pricing regarding Commissioning activities and submit evaluations to Georgia Tech and the BOR.

It is assumed that the A/E will provide adequate written Design Intent, Basis of Design, and full sequences of operations, complete with points lists and control schematics for all equipment and systems for inclusion in the O&M manuals and for the CxA to use in writing functional tests.

Construction Phase

Commissioning during the construction phase is intended to assure the Using Agency that the project requirements, as defined by the contract documents, are met and to achieve the following specific objectives. The CxA shall complete the following tasks during the construction phase:

Conduct a partnering meeting with the Construction Team to discuss Commissioning scope, plan, and schedule.

Coordinate the Commissioning work with the construction manager (CM), to ensure that Commissioning activities are being scheduled into the master schedule.

Continue to update schedule and coordination throughout construction with CM and subcontractors.

Submit final Commissioning Plan for construction with coordination and activities for review by the project team, and update commissioning plan as necessary

Review and approve normal contractor submittals applicable to systems being commissioned for compliance with Commissioning needs, concurrent with the A/E reviews.

Ensure that O&M material is submitted to the CxA team as the contractor receives it. This material will be needed to assist in finalizing start-up and testing procedures.

Prepare final pre-functional and final functional test procedures for the equipment and systems, to include documentation formats for all commissioned equipment and systems.

Review completed copies of factory or contractor provided pre-start up and start up test forms Submit test procedures to contractor for comments on appropriate startup, operations, and systems safety.

Direct the execution of the functional performance tests (FPTs). The CM is responsible for conducting the tests, but the Owner expects the commissioning authority to be present for and to document all functional performance tests.

Review and approve TAB execution plan.

Perform bi-weekly site inspection during rough-in of systems and equipment.

Maintain a deficiency log of any items found to be a problem, poorly installed, or discrepancies and keep updated throughout Cx activities. Coordinate and supervise Cx deficiency corrections.

Attend up to 48 on-site meetings for review of progress, coordination, and issues resolution.

More than 48 on-site meetings will be considered work outside the normal scope of work.

Hold construction phase Cx meeting in conjunction with construction progress meetings (OAC meetings)

Witness a sample of pipe test and flushing procedure, sufficient to be confident that proper procedures were followed.

Witness a sample of any ductwork testing and cleaning procedures, sufficient to be confident that proper procedures were followed.

Witness a sample of checkout, TAB, end-to-end testing, and calibration of controls.

Witness a sample of data network installation, plus end-to-end checkout and testing.

Observe first pre-functional test of each type of system, including mechanical, controls, electrical, and specialty systems.

The CM / GC will provide thermal imaging during construction and the CxA shall oversee the process and provide a written assessment.

CxA will provide twenty-four 24 site visits for building envelope, overseeing envelope installation issuing field reports with photos Review Requests for Information (RFI’s) and changes for impacts on Cx Witness the Test and Balance (TAB) testing for completeness and accuracy Review TAB report Review Operation & Maintenance (O&M) manuals, as-built documentation, and training documentation Perform installation verification and walk-thru and prepare observation reports Review equipment warranties Review and participate in contractor provided training program for agency maintenance personnel Verify that requirements for staff training are complete Develop a system manual for commissioned systems

Acceptance Phase

Commissioning during the acceptance phase is intended to demonstrate the performance of the equipment and systems installed during the construction phase meet the requirements of the Contract Documents. The CxA shall complete the following tasks during the acceptance phase:

Continue to update schedule and coordination throughout construction with GC and subcontractors.

Obtain pre-functional reports from Constructor with sign-offs that the systems have been checked out.

Oversee TAB, including 25% check of diffusers, grilles, hoods, terminal devices, and equipment testing, and document findings.

Witness performance testing of smoke control systems.

Witness functional testing of each major piece of equipment to demonstrate that each item of equipment and system is operating according to the Design Intent and contract documents.

Functional testing shall include operating the system and components through each of the written sequences of operation. Test on respective HVAC equipment shall be executed during both heating and cooling seasons. All major equipment shall be tested. Minor equipment may be sampled. All equipment shall be trended through BAS for remote validation.

Provide troubleshooting to assist in resolving control problems, as they are uncovered.

Functional testing shall be performed on all control points.

Check the system graphics to assure all graphics are developed. Check a 10% sample of points mapped graphics to assure they are correct.

Keep a detailed log of testing for each piece of equipment.

Maintain a deficiency log of any items found to be a problem, poorly installed, or discrepancies. Provide the log and test results to the owner, CM, and GC with recommended actions.

Verification of meter and data logger installation and communication.

Coordinate retesting as necessary. One retest will be provided as part of normal checkout.

More than one retest will be considered work outside the normal scope of work.

Notify the owner and GC of the unacceptable findings if 10% of identical pieces of equipment fail to perform to the requirements of the contract documents because of manufacturing defects which do not allow it to meet the submitted performance spec, request an explanation of the problem and proposed solution from the GC; and then review the proposed solutions.

Attend weekly meetings while on-site for functional testing.

Attend up to 5 additional on-site meetings for review of progress, coordination, and issues resolution. More than 5 on-site meetings will be considered work outside the normal scope of work.

Review O & M documentation for completeness. This review shall be in parallel with the A/E team’s review of the O & M documentation for conformance to the project specification.

Provide the user staff with a one-day systems training on “how the building is supposed to operate.”

Review, pre-approve, and coordinate training of the university operating personnel by the contractor.

Perform seasonal testing checkout of equipment – in September for cooling systems and in January for heating systems.

Prepare three copies of the Commissioning management report (Commissioning Final Report) in hard copy and in PDF format. The report shall include an executive summary, list of participants and roles, brief building description, and the following sections:

a. Design Intent

b. Basis of design

c. Pre-functional checklists complete

d. Functional checklists complete

e. TAB reports

f. System schematics

g. Control strategies and set points

h. Deficiency Log

i. Guidelines for energy accounting

Occupancy and Warranty Phase Commissioning during the occupancy and warranty period is intended to assist the Using

Agency and facility operating staff in identifying any defects in the installed equipment or system operation. The CxA shall complete the following tasks during the warranty phase:

Implement measurement and verification plan.

Return to the site quarterly and review with facility staff the current building operation and the condition of outstanding issues related to the original and seasonal Commissioning.

Interview facility staff and identify problems or concerns they have with operating the building as originally intended.

The owner will develop a comprehensive post occupancy survey; The CxA shall be responsible for following up on identified deficiencies.

Identify deficiencies that may come under warranty or under the original construction contract.

Prepare a detailed evaluation after ten months on the status of warranty issues for GIT. Verify the installation and performance of all commissioned systems no later than 10 months after material completion of the project (Complete and submit checklist form, click link below for sample form) http://web01.spo.ga.gov/construction/CommissioningGuidelines/ChecklistForm.pdf Provide one day of additional training for users and staff in building system operations.

Attend up to two on-site meetings—in addition to the quarterly site reviews—to discuss warranty issues.

M&V (Measurement & Verification) Review the design documents and provide measurement requirements and trending requirements for all the necessary data to produce the M&V reports.

Lead a 12-month measurement and verification of energy performance Coordinate or witness deferred and seasonal testing and balancing Prepare a detailed evaluation after 1 year of the energy used in the building and compare to the submitted energy predictions.

2.2 Systems to Commission

The specific systems that shall be commissioned include:

Building Envelope:

Roofing system (new and/or modified) Exterior skin Walls, incl. vapor barriers, insulation, joints, sealants, masonry ties, etc.

Slab on grade Doors and windows Water tests, mockups, wind loads, thermal infiltration Special design features – cornice, canopy, skylights, etc.

Potential special roof conditions - green roof New penetrations in existing envelope surfaces

Mechanical Systems Thermometers & gauges

Vibration isolation Water heating systems Dedicated split system air conditioners and heat pumps Fan coil units Chemical water treatment systems Air terminal unit systems, VAV, AHU, chilled beams, radiant systems, etc.

Duct silencers Dampers Heat pumps Variable frequency drives & motors Air distribution systems Exhaust air systems, other specialty fans, and building pressurization controls Test and balance verification Chilled water system, pumps, piping, and associated equipment Metering Fire and smoke dampers Fire protection systems

HVAC Controls Component FPT and calibration Control air supply Air terminal units (non-lab) Sequence controls to include:

AHU, 100% OSA

EAHU, HVAC equipment

AHU, H&V

Exhaust air fans Air terminal units, CV Air terminal units, VAV / CV Air terminal units, VAV Heat exchanger Heat pumps Variable speed pumps Cabinet unit heaters, unit heaters, unit ventilators Humidifiers Heating coils / radiant panels Operation of equipment during switchover from normal to emergency power and vice versa.

Equipment failure modes and recovery Energy recovery units Graphic display Trend logs (CxA to define and review required trend logs over extended period) Status review screens, checks and alarming Network communication Dashboard Metering (to include verification of communication to Ion database)

Plumbing Systems Cleaning / flushing water systems Water filtration (general use) Domestic hot water systems Tempered water systems

Electrical Systems

Service switchgear Emergency power system including generators, ATS’s, distribution equipment, and branch circuits.

Lighting controls (scheduled activators and occupancy sensors) Daylight dimming controls Switchboards Power distribution system Power monitoring and metering Surge suppression devices Variable frequency and speed drives Grounding and ground fault systems Over-current protective devices Fire alarm system Smoke control systems, interfaces, and egress pressurization Emergency lighting Electrical primary voltage system Security systems Access control Building automation systems, including linkages to remote monitoring and control sites

Renewable Energy Systems (where applicable) Heat recovery systems Controls and thermostats Condensate and rainwater collection systems

2.3 Owner’s Documentation

The documentation (reports) submitted to the Owner shall be in electronic form (2 ea USB flash drives) and paper form (2 ea). Documentation refers to all correspondence (letters, memos, observations, etc.) all test reports and all Test and Balance Reports.

The actual scope of services could vary from the tasks listed above and communicated to eligible firm(s) prior to actual agreement. The Owner will provide additional details and a list of general duties required in Commissioning Services for this Project to eligible finalists.

3. SCHEDULE OF EVENTS (STEP I)

The following Schedule of Events represents the Owner’s best estimate of the schedule that will be followed. All times indicated are prevailing times in Atlanta, Georgia. The Owner reserves the right to adjust the schedule as the Owner deems necessary.

STEP I (RFQ) Estimated Time Line

a. Owner issues public advertisement of RFQ 4/12/2024

b. Deadline for written questions/requests for clarification (see Section 6). 4/22/2024 4:00 p.m.

c. Deadline for submission of Statements of Qualifications 5/6/2024 2:00 p.m.

4. SELECTION PROCESS

Selection of the Commissioning Agent will be qualifications-based, and will generally adhere to the requirements set forth in the Official Code of Georgia (OCGA) Title 50 Chapter 22. A selection of a finalist firm will be made by a Selection Committee consisting of representatives of the Using Agency, and possibly other representatives designated by the Owner. The Selection Committee will receive and evaluate the Statements of Qualifications submitted in response to this Request for Qualifications (RFQ), using the following criteria:

Criteria for evaluation of Statements of Qualifications

The Statements of Qualifications will be evaluated with respect to the following evaluation criteria:

25% Factor: Stability. Firm’s stability, including the firm’s corporate history, growth, resources, form of ownership, litigation history, financial information, and other evidence of stability.

45% Factor: Experience and Qualifications. Firm’s relevant project experience and qualifications, including the demonstrated ability of firm in effective commissioning of facilities comparable in complexity, size, and function to the one contemplated hereby.

Experience with Owners such as the State of Georgia or other similarly-structured organizations. This includes relevant experience, certifications, and qualifications of the principal Commissioning Professionals and lead staff and level of experience in a leadership role in commissioning of envelope/MEP/FP systems in a LEED Building (and other sustainability certifications) and student residence halls.

30% Factor: Suitability. Firm’s apparent suitability to provide the required services for the Project, including but not necessarily limited to the firm’s apparent fit to the project type and/or needs of the Owner. Firms should provide evidence of any special or unique company or personnel qualifications, current and projected workloads, the proximity of office or lead staff to Project location, and services offered by the firm that they are best suited to provide the services expected. The firm’s non-discrimination policies and past efforts for W/MBE inclusion will be a part of this evaluation, as well as the firm’s record and methodology of addressing public safety and environmental concerns.

5. SUBMITTAL OF QUESTIONS AND REQUESTS FOR CLARIFICATION

It is the responsibility of each respondent to examine the entire RFQ, seek clarification in writing, and review its submittal for accuracy before submitting the document. Once the submittal deadline has passed, all submissions will be final. The Owner will not request clarification from individual proposer regarding their submission, but reserves the right to ask for additional information from all parties who have submitted qualifications. Questions about any aspect of the RFQ, or the project, shall be submitted in writing via email to:

Brad Morris Director, Capital Projects – Campus Services Bmorris30@gatech.edu

The deadline for submission of questions relating to the RFQ is the time and date shown in the Schedule of Events (Section 5). Please list email subject as “Smith & Howell Renovation RFQ Questions.” All relevant questions and requests for clarification received by the Georgia Tech in writing, prior to the deadline will be compiled, and answers will be posted on the Georgia

d. Owner completes evaluation, post results, and issues notification to finalist firms

5/13/2024 TBD

Procurement Registry as an addendum to the original solicitation for services at http://ssl.doas.state.ga.us/PRSapp/.

6. INSTRUCTIONS FOR PREPARING STATEMENTS OF QUALIFICATIONS

Submittals must be prepared in a manner that when printed would typically fit on standard (8 ½” x 11”) paper. The pages of the qualification submittals must be numbered. A table of contents should be included to identify each section. The entire response shall not exceed 30 double sided pages or 60 single sided pages, excluding exhibits, affidavits or other enclosure information that may be included in an appendix. Each Statement of Qualifications shall be prepared providing straightforward, concise delineation of respondent’s capabilities. Emphasis must be on completeness, relevance, and clarity of content. The content of all Statement of Qualifications must be categorized and numbered as outlined below, and responsive to all requested information:

STATEMENT OF QUALIFICATIONS

(DELIVERABLES “A”, “B” and “C” FOR ALL FIRMS)

Emphasis should be on completeness, relevance, and clarity to content. The content of all Statement of Qualifications must be categorized and numbered as outlined below, and responsive to all requested information.

A. Description and Resources of Firm A1 Provide basic company information: Company’s legal name, address, name of primary contact, telephone number, fax number, email address, and company website (if available).

If the firm has multiple offices, the qualification statement shall include information about the parent company and branch office separately. Identify office from which project will be managed and this office’s proximity to the project site. If applicable, indicate the year the local office was established and the number of persons staffing that office and their disciplines. Provide form of ownership, including state of residency or incorporation, and number of years in business. Is the offeror a sole proprietorship, partnership, corporation, Limited Liability Corporation (LLC), or other structure?

A2 Briefly describe the history and growth of your firm(s). Provide general information about the firm's personnel resources, including disciplines and numbers of employees and locations and staffing of offices.

A3 Has the firm been involved in any litigation in the past five (5) years? Describe your experience with litigation with Owners and/or Contractors. List any active or pending litigation and explain. List any claims against your firm or against Owners where your firm is named.

A4 Provide the name of the insurance carrier, types of coverage and deductible amounts per claim.

A5 List the firm’s annual revenue for the past 5 years. List the parent office and the local office revenues separately, if applicable.

A6 Supply financial references and main banking references.

A7 Has the firm ever been removed from a design services contract or failed to complete a contract as assigned? If yes, provide an explanation.

A8 Complete and submit the Certification Form (Exhibit “A” provided with RFQ) and provide a scanned notarized copy with response with the firm’s Statement of Qualifications.

A9 Complete and submit a Certificate of Insurance and Minority Status Form (Exhibit “B” provided with RFQ) and provide a scanned notarized copy with response with the firm’s Statement of Qualifications.

A10 Complete and submit the Project Team Composition Form, including subconsultants (Exhibit “C” provided with RFQ). This is to identify composition of the project team only. More detailed information about the consulting team members and relevant project experience will be requested in Step II, Request for Proposals (RFP).

A11 Complete the Contractor Affidavit Form (Exhibit “E” provided with RFQ) and provide a scanned notarized copy with response with the firm’s Statement of Qualifications in compliance with the Georgia Security and Immigration Compliance Act.

A12 Complete the Proposer’s Disclosure Statement (Exhibit “F” provided with RFQ) and include with firm’s Statement of Qualifications.

GEORGIA SECURITY AND IMMIGRATION COMPLIANCE ACT AFFIDAVIT(S)

“Contractor” in the following Affidavits shall mean “Commissioning Authority” for the purpose of compliance with O.C.G.A. § 13-10-91, (b).

For the purpose of completing the attached Affidavits, please insert the following:

“Name of Public Employer” shall mean “Board of Regents of the University System of

Georgia, Owner, for the use and benefit of Georgia Institute of Technology.

“Name of Project” shall mean “BR-30-2407 and Smith and Howell Residence Halls

Renovation ”

B. Experience and Qualifications B1 Provide professional qualifications and description of experience for principal Consultant personnel. (At this stage, firms are asked for information on lead staff only, but may list qualifications and experience on more than one lead individual who is qualified and available for proposed project. If the firm is selected as a finalist, the Owner will request detailed information on the exact proposed expanded team and their relevant experience during the RFP process.) Please note that diversity, equity and inclusion amongst team members as well as sub-consultants is strongly desired. You may be asked to reflect on strategies that your business actively uses to promote, manage and catalogue diversity opportunities.

B2 Provide information on the firm’s experience on projects of similar type, size, function, and complexity. Describe no more than five (5) and no less than three (3) projects, in order of most relevant to least relevant, which demonstrate the firm's capabilities to perform the project at hand. For each project, the following information should be provided:

a. Project name, location and dates during which services were performed.

b. Brief description of project and physical description (buildings, square footage, number of stories, site areas, systems commissioned).

c. Services performed by your firm.

d. Owner’s stated satisfaction level in the Commissioning and/or overall service of your firm.

e. Owner contact information.

f. Contractor and/or Architect contact information.

g. Include a form similar to the GSA SF-330, which requires teams to identify the role of proposed team members on the representative projects included in the Qualification package. Firms should only include projects that proposed team members have worked on as relevant projects.

C. Statement of Suitability C1 Provide any information that may serve to differentiate the firm from other firms in suitability for the project. Suitability may include, but is not limited to, the firm’s fit to the project and/or needs of the Owner, any special or unique qualifications for the project, current and projected workloads, the proximity of office to project location, and any services offered by the firm that may be particularly suitable for this project.

C2 Provide any non-discrimination policies of the firm, and the firm’s history of W/MBE inclusion in sourcing for projects.

C3 Describe the firm’s history and methodologies of addressing public safety, environmental, or other related concerns.

8. SUBMITTAL OF STATEMENTS OF QUALIFICATIONS

Submit one (1) electronic copy of the complete package in .pdf format via e-mail to Brad Morris at bmorris30@gatech.edu. E-mailed responses (file names) must reference the Project No. BR-30- 2407, the firm’s name, and the word “Qualifications”.

(File name Example: Project No. BR-30-2407-CxA, ABC Company, Qualifications)

The entire submittal should be submitted as one (1) file. Please do not submit individual documents or sections separately.

Statement of Qualifications must be received electronically by the Owner prior to the deadline indicated in the Schedule of Events (Section 5 of the RFQ). Printed copies will not be accepted.

If difficulty is encountered during submittal, please contact Brad Morris at: bmorris30@gatech.edu or 678-618-2092 for assistance or confirmation that the file was received. Firms are encouraged to verify their e-mail was successful at least 45 minutes prior to the deadline.

It is the sole responsibility of the Proposer to assure delivery by the specified deadlines; the Owner cannot accept responsibility for incorrect delivery, regardless of reason. No submittals will be accepted after the time stipulated above. Submittals will not be accepted via facsimile or fax.

Proposers are further reminded to include a completed CONTRACTOR AFFIDAVIT UNDER O.C.G.A. §13-10-91 (b)(1) with the Statement of Qualifications (See Exhibit “E”). FAILURE TO

PROVIDE THIS AFFIDAVIT WILL RESULT IN REJECTION OF PROPOSAL.

All expenses for preparing and submitting responses are the sole cost of the party submitting the response. The Owner is not obligated to any party to reimburse such expenses. All submittals upon receipt become the property of the Owner. Labeling information provided in submittals “proprietary” or “confidential” or any other designation of restricted use will not protect the information from public view. Subject to the provisions of the Open Records Act, the details of the proposal documents will remain confidential until final award.

9. FINALIST NOTIFICATION

Once the Selection Committee has completed the evaluation of the Statements of Qualifications, a list of the finalist firms will be posted on the Georgia Procurement Registry as an addendum to the original RFQ solicitation.

Step II- CxA Selection, will be initiated by invitation to finalists to submit CxA Team Proposals as instructed in the Owner’s Request for Proposals (RFP). Finalists will be those firms determined by the Selection Committee to be especially qualified to perform as the Cx Professional for this Project in accordance with the qualification criteria herein. The Owner will issue a notice to finalists to participate in an oral presentation/interview. The successful CxA will be determined from the interviews and proposals received.

Upon completion of the evaluation and, if applicable, the interview process by the Selection Committee, the firms will be ranked using criteria described herein in descending order of recommendation. Negotiations may then be initiated with the highest ranking firm to finalize the terms and conditions of the contract, including the fees to be paid. In the event a satisfactory fee agreement cannot be reached with the highest ranking firm, the Owner will formally terminate the negotiations in writing and enter into negotiations in turn with the second highest ranking firm, and so on until a mutual agreement is established and the Owner awards a Commissioning Services contract.

STEP II

REQUEST FOR PROPOSALS

(From Pre-Qualified Finalists ONLY)

Commissioning Authority Services for

Georgia Institute of Technology, Atlanta, Georgia

Note: The information in this Section, Step II (Request for Proposals) is provided for firms who have been issued notification as having been deemed eligible and are shortlisted for the project.

To firms who have been issued notification as having been deemed eligible, the Board of Regents of the University System of Georgia (BOR), as “Owner” on behalf of Georgia Institute of Technology (“User”), for those firms to offer proposals for commissioning authority services for the specific project.

1. CONTRACT INFORMATION

The contract for the commissioning services will be based on the Commissioning agreement located on the University System of Georgia’s Office of Real Estate and Facilities website:

https://www.usg.edu/facilities/services/contracts_and_agreements

You are encouraged to review and become familiar with the terms and conditions of these contracts. GT does not intend to modify any language contained in general terms and conditions of the contract, and any significant exceptions proposed by a firm could lead to a firm being deemed non-responsive.

2. BUILDING PROGRAM

See General Project Information in RFQ (Step I), Section 1.

3. SCHEDULE OF EVENTS (STEP II)

The following Schedule of Events represents the Owner’s best estimate of the schedule that will be followed. All times indicated are prevailing times in Atlanta. The Owner reserves the right to adjust the schedule as the Owner deems necessary.

STEP II (RFP) Estimated Time Line

a. Owner issues notice to finalist firms to propose as instructed in RFP 5/13/2024 TBD

b. Owner conducts Mandatory Pre-Proposal Site Visit for finalists n/a

c. Deadline for finalist submission of written questions and requests for clarification

6/7/2024 2:00 p.m.

d. Deadline for submission of Project Proposals 6/14/2024 2:00 p.m.

4. PRE-PROPOSAL SITE VISIT

A pre-proposal site visit will not be conducted by Owner.

5. SUBMITTAL OF QUESTIONS AND REQUESTS FOR CLARIFICATION

It is the responsibility of each respondent to examine the entire RFP, seek clarification in writing, and review its submittal for accuracy before submitting the document. Once the submittal deadline has passed, all submissions will be final. The Owner will not request clarification from individual respondents relative to their submission, but reserves the right to ask for additional information from all parties who have submitted qualifications. Questions about any aspect of the RFP, or the project, shall be submitted in writing via email to:

e-mail: bmorris30@gatech.edu

Note: phone calls will not receive a response

The deadline for submission of questions relating to the RFP is the time and date shown in the Schedule of Events (Section 3). All relevant questions and requests for clarification received by the Institution in writing, prior to the deadline will be compiled, and answers will be posted on the Georgia Procurement Registry as an addendum to the original solicitation for services at http://ssl.doas.state.ga.us/PRSapp/. Any proposer exceptions to the RFP requirements or requests for proposal deadline extensions must include the reason(s) for such a request. The Owner reserves the right to approve or reject such requests as the Owner deems necessary.

6. SELECTION PROCESS

Step II- CxA Selection, will be initiated by the invitation to the qualified finalists by the Selection Committee (determined in Step I from evaluation of Statements of Qualifications) to submit…