EFFECTIVE COMMISSIONING PROPOSALS Presented To: High Performance Buildings 2006 Las Vegas, April 7,...
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Transcript of EFFECTIVE COMMISSIONING PROPOSALS Presented To: High Performance Buildings 2006 Las Vegas, April 7,...
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
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
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