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RESPONSE - RFP - 7255 BUILDING CODE TRAINING SERVICES
Client focus. Experience. PROPOSAL 7255 BUILDING CODE TRAINING SERVICES Commercial Building Commissioning Training City of Fort Collins July 20, 2011 Farnsworth GROUP I 1 program to explain the new building code and how it relates to the commissioning process and current sustainability standards. Facilitating this training to multiple groups including the Municipal Green Building Conference & Expo, March Joint Power Authority, and the Valley Green Building Conference & Expo, has helped numerous professionals from municipalities to engineers and architects as well as local commissions and councils. These tailored outreach presentations are given to various audiences and include formats of 30 to 90-minute sessions focused on the areas of the code that most greatly impacted attendees including the discussion of the principles of the commissioning process. Outcome: Cities and municipalities within the Southern California region have been given valuable knowledge of what to expect for new projects including basic impacts of LEED, Commissioning and CALGreen. Engineers, architects and contractors that participated understood what submittals will incorporate. Attendees also have a better understanding of the existing synergies between the revised code and the LEED commissioning requirements. University of Wisconsin Commissioning Course, Madison, WI The University of Wisconsin commissioning course is one the nation's leading courses for professionals interested in learning the practice of commissioning. Farnsworth Group's contributions have included the development of course materials and acting as regular faculty for the course. Outcome: Industry professionals attend the University of Wisconsin course as a continuing education program and receive required training to become a practicing commissioning provider or an educated building owner/operator looking to ensure a building is operating at its peak efficiency. Farnsworth Group staff involved in this course that are also presented forb the City's consideration include Dr. Ian McIntosh and Chad Grindle. The course was heavily augmented by Farnsworth Group's own Ian Dr. McIntosh, PhD during his tenure as an instructor at the University from 2002-09. - 2009. Grant funding In addition to Farnsworth Group's experience delivering training on commissioning and sustainable -related topics, as well as our practical, hands-on expertise from our prior project work, we can utilize our knowledge of researching and writing successful grant proposals to assist the City in identifying applicable grant resources. Previously, Farnsworth Group has been successful in procuring grant funding for training classes, developed in-house as well as provided by outside vendors, for education sessions covering commissioning certifications and updates to the latest rating systems for sustainable certifications. Farnsworth Group's Dr. Ian McIntosh helped develop one of the industry's most recognized training courses for commissioning providers. LqFarnsworth Proposal 7255 for Building Code Training Services Page 10 GROUP City of Fort Collins Commercial Building Commissioning Training approaches Farnsworth Group's past experience has shown that a combination of classroom -style lectures and interactive teaching are a powerful method to better understand the commissioning industry and how it has evolved. Many engineers, contractors, architects (or those educated as such) tend to "learn as they do" and prefer a more practical, hands-on approach. We will develop these training sessions to include visual aids such as PowerPoint, Prezi, or similar software based on our practical experience and combine them with interactive classroom exercises, and an in-house produced resource guide and workbook. Examples to interactive commissioning training activities we plan to provide as part of the curriculum include: ♦ Functional performance testing — walk through an actual test of equipment in the training facility ♦ Development of basis of design — fill-in an example basis of design document in the resource guide ♦ Design review — review sample drawings to identify design or constructability is- sues ♦ Submittal review — review sample submittals to verify compliance and maintain- ability The goal for this training is to develop a curriculum that provides the audience with a clear understanding of what commissioning is, what to expect from their commissioning providers, and how commissioning is to be completed within the context of the City's Green Building Code. Farnsworth Group understands that the purpose of the course content is not intended to train audience members to become commissioning providers and or contractors. Recommended curriculum For the purpose of these training courses, we recommend the training duration not to exceed eight (8) hours for contractors or owners. However, during the planning phase of the project, the course length or topic may be adjusted to ensure all goals are achieved including but not limited to the varying participants within the building community. As requested in the RFP, the course will be presented three (3) times, once in the 4th quarter of 2011, and twice in the Ist quarter of 2012. An optional short course for designers can be developed by reducing the 8-hour course to four (4) hours. Farnsworth Group reviewed the Draft Training Plans provided in Appendix C for the Commercial Building Commissioning training and have included the information provided by the City as well as our recommendations to structure the training in the most effective manner. Our changes are indicated by blue italicized text. Furthermore, Farnsworth Group understands the purpose and objectives for this training include: ♦ education as to what commissioning is ♦ Commissioning requirements specific to Fort Collins code ♦ minimum qualifications for firms providing commissioning services ♦ deliverables to the City ♦ deliverables to the owner What does interactive mean? Q&A Opportunities Class Exercises Problem Solving Discussion Identification of System Issues - both good and bad jFarnsworth GROUP Proposal 7255 for Building Code Training Services Page I I City of Fort Collins Commercial Building Commissioning Commercial Building Commissioning Topics Green Building / Building Science Overview This is intended to be a short module used as an introduction for all of the trainings, to tie them together in a common, building science framework. We anticipate tailoring it a bit for each specific training and audience. This module will likely be developed and delivered by City staff. if selected, Farnsworth Group can participate as much, or as little, as the City requires to develop this portion of the training as it relates to commercial buildings. Farnsworth Group can provide practical experience examples from previous projects to supplement the City's knowledge and expertise. Purpose of Commissioning (Cx) • Brief definition/description Define an industry -accepted definition of Cx with a background of how it originated and evolved. Provide differences from industry organizations. • Describe why the function of Cx is not covered by other professions and trades in the building design and construction process. o How is Cx different from Test and Balance? Why the true definition of Cx does not equal Test and Balance? • Provide examples/photos of buildings without Cx and/ or for which problems were discovered and rectified through the Cx process. Introduce a "Wall of Shame and Fame" from previous projects that pictorially demonstrate the various systems commissioned and what is correct and what is incorrect. • Use these examples to illustrate lifetime impacts on O&M cost, building durability, and occupant comfort Demonstration of the Value of Cx from industry experts and resources to offer empirical data, case studies, and real world examples to support the long term beneficial nature of Cx on projects versus projects without Cx. • Provide a few testimonials from customers who are sold on Cx Offer dialogue to combat the arguments against the use of Cx on projects. Cx Process and Fort Collins Code • General Cx process Farnsworth Group will present our Cx process to the City and have an open dialogue to best match each party's perspective on the commissioning process and collectively determine the process, highlights, and other critical factors. Farnsworth GROUP Proposal 7255 for Building Code Training Services Page 12 City of Fort Collins Commercial Building Commissioning • Context: FC requirements analogous to LEED "fundamental" Cx requirements.And how LEED "enhanced" Cx goes further. Discuss how Cx relates to the City and the revised Building Code Define the differences between Fundamental & Enhanced Commissioning and provide examples of when one is used versus the other on a project. • Systems to be commissioned per Fort Collins ordinance Critical path items which include key project tasks that need to occur in order for other project tasks to occur in a timely and effective fashion. For example, the ceiling grid cannot be finished until the dry wall is installed, and the diffuser cannot be installed until the ceiling grid is complete and so on. • Related documents - Owner's Project Requirements (OPR) and Basis of Design (BOD) • The Cx plan Who, What, How and When of the Cx Process "Who"of the Cx Process -The Cx Team "Why"o f the Cx Process - Ownets Project Requirements (OPR) "What" of the Cx Process - Basis of Design (BOD) "When" of the Cx Process -The Cx plan "How" of the Cx process - Implementation • Field process - pre -functional and functional testing • Documentation and feedback process during field Cx • The Commissioning report • The owners manual and training In addition to the "owner's manual', a Systems Manual provides the owner commissioning activities such as how to conduct a calibration procedure or equipment information that may not normally be included, i.e. a system diagram that the owner and the O&M staff can follow after the commissioning process is completed by a third party commissioning agent. Fort Collins Code amendment details (by Building Department staff) • Specific Cx requirements for systems • Required forms and documentation, timing o Considerations for Certificate of Occupancy and timing of Cx deliverables There are numerous companies that can provide training; what sets Farnsworth Group apart is our real -world experience with the commissioning process PLUS our experience training on the subject. jFarnsworth GROUP Proposal 7255 for Building Code Training Services ( Page 13 City of Fort Collins Commercial Building Commissioning L Experience Our proposed project team has extensive experience conducting training courses and presentations ranging from 30 minutes to five days of intense instruction. We are flexible and adaptive to your needs and intentionally design our core training materials to be easily modified and adapted for a specific objective and/or audience. This helps us effectively facilitate the training, while minimizing costs and allowing adjustments on the fly. Examples of our prior sessions include: + "Commissioning Training" course, University of Wisconsin + "CALGreen, Commissioning, Sustainability, and Municipality Implementation;' Municipal Green Building Conference and Expo + "CALGreen,Commissioning, Susainability, and Municipality Implementation;' March joint PowerAuthority,agoverning body of four jurisdictions whose boundaries touch March Air Force Base. The four jurisdictions include the County of Riverside and the cities of Moreno Valley, Perris and Riverside. + "CALGreen, Commissioning, Sustainability and Municipality Implementation;' Valley Green Building Conference and Expo, hosted by U.S. Green Building Council, Los Angeles Chapter, San Gabriel Valley branch and California State University North- ridge, CA + "Green Building Course;' CSU-Pueblo Continuing Education Program + "LEED Green Associate Prep," Heartland Community College + ASHRAE Local Chapters and Regional Conferences + Building Commissioning Association Annual Conference Lecturer, various courses + Variety of other professional organizations including Society of American Military Engineers (SAME), US Green Building Council (USGBC) Local Chapters, and Colorado Association of Healthcare Engineers and Designers (CANED) + State of Colorado/Pikes Peak Community College — Existing Industry Grant Program o LEED 2009 Overview Training o LEED 2009 for Engineering Design Professionals Training + Private training for both internal and external customers There are numerous companies that specialize in providing training courses for all kinds of subjects. What sets Farnsworth Group apart is our real -world approach and experience with the commissioning process PLUS our experience training on the subject. We have provided commissioning services on more than 700 projects ranging from small wind farm services buildings to 1.5M SF healthcare projects. The examples of successes that results from the commissioning process come from our projects, and were identified by team members who will serve as instructors for these courses. An additional benefit of selecting Farnsworth Group is we do not charge for any licensing or ownership of the training program we develop for you. Some graphics used within the training visual aids and manual are copyrighted, but we do not charge royalties for their use. We have included professional videographer services as a part of this proposal. By investing in a high quality training DVD, the City has an added benefit of being able to repeat the course at will. This could include training maintenance staff and new hires about the commissioning process. We understand it is a significant investment for the City to provide this type of training. By investing in us, we will help you make a graceful transition to the new Green Building Code. PROPOSED Venue Type Classroom for up to 30 people in a building with mechanical rooms or roof top equipment easily accessible. Maximum number of Students 25-30 Training Aids Copy of presentation slides Resource Guide/Workbook Certifications None. This customized course can be reviewed by USGBC, ASHRAE, etc and other organizations to determine amount of CEUs that can be granted to attendees. Farnsworth Proposal72SSforBuildingCodeTraining Services Page 14 ' GROUP City of Fort Collins Commercial Building Commissioning We have carefully reviewed the Request for Proposal and propose the following compensation for consideration. PROPOSED COMPENSATION•COST Kick off meeting 12 $ 1,800.00 Training plan draft 22 $ 3,130.00 Review with City 2 $ 280.00 Finalize training plan 14 $ 1,980.00 Develop training materials 68 $ 6,360.00 Review with City 4 $ 560.00 Finalize training materials 14 $ 1,980.00 Publication of training materials 4 $ 560.00 Deliver training 4th qtr 2011 24 $ 3,440.00 Refine training 8 $ 1,180.00 Deliver training #1 1 st qtr 20l2 24 $ 3,440.00 Refine training 4 $ 560.00 Deliver training #2 1st qtr 2012 24 $ 3,440.00 TOTAL 224 $ 28,710.00 Additional Professional videotaping/editing NTE $ 2,000.00 Printed training materials NTE $ 3,000.00 Travel costs NTE $ 5,000.00 TOTAL $ 38,710.00 Cost per person $ 516.13 This is the maximum cost amount to meet all of the City's goals. Our fee is a lump sum fee of $28,710 and Not to Exceed Additional Costs of $10,000. Within this fee we have included the following: i Three instructors for each 8-hour course + Full development of all training materials (presentations and printouts) • Publication and printing of all training materials + Travel costs for instructors located outside of Colorado (Ian McIntosh, josh Hickman or Brian Davie) • Professional videographer services to be provided by Dillman Video, including taping, editing, and production of final Training DVD. jFarnsworth GROUP Proposal 7255 for Building Code Training Services Page IS City of Fort Collins Commercial Building Commissioning There are no additional charges for the use of the training presentation or printed materials. Some individual graphics are copyrighted, but we do not charge any royalty fees. We understand budget is a concern for every project. Ways that we can reduce the cost of this project include: * Reduce number of instructors to two * Have City of Fort Collins staff develop printed training materials • Have City of Fort Collins handle publication of training materials • Remove videographer Farnsworth Group will adapt our scope of work and budget to meet your needs in order to find the best balance to achieve identified goals. Farnsworth Group is quite interested in providing training services. We are willing to adapt our approach to meet your budget needs. jFarnsworth GROUP Proposal 7255 for Building Code Training Services I Page 16 City of Fort Collins Commercial Building Commissioning We encourage you to contact the individuals below for additional information regarding Farnsworth Group's training and consultation services. Tim Powell Mechanical Engineer USACE 719.331.3169 timothy.l.powell@usace.army.mil Overview: Corey Chinn recently provided introductory commissioning training to a small group of Pikes Peak Post Society of American Military Engineers members. Tim Powell was one of the attendees. Steve Doty, PE Energy Engineer Colorado Springs Utilities 719.668.8238 sdoty@csu.org Overview: Both Bethany Beers and Corey Chinn worked with Colorado Springs Utilities to incorporate students into the company's recent energy audit project. Katherine Wagenschutz LEED Certification Quality Assurance Green Building Certification Institute 719.761.6577 (mobile) kwagenshutz@gbci.org Overview: Bethany Beers has provided three sessions on Energy Systems and Commissioning as part of the CSU- Pueblo Continuing Education Program entitled "Green Building Course." Brenclen McEneaney, LEED AP Homes & BD+C Green Building Program Advisor Office of Sustainability and the Environment City of Santa Monica 1212 Sth St., I st Floor Santa Monica, CA 90401 Overview: josh Hickman provided presentation and coordination of CALGreen, Commissioning and LEED training for the Municipal Green Building Conference + Expo as well as the Valley Green Building Conference and Expo. josh also addressed audience questions at the end of the presentations. Mike St. Marie, LEED AP Estimator Tepa, LLC 719.596.8114 mike.stmarie@mailhosts.com Overview: Bethany Beers and Corey Chinn provided training to TEPA, one of our general contractor teaming partners. The course provided an overview of the commissioning process. Grace I. Williams Senior Planner March joint Powers Authority 951.656.7000 williams@marchjpa.com Overview: josh Hickman worked with Grace to provide materials and documentation for the March joint Powers Authority educational session. As a commercial construction estimator, this training gave me the education on commissioning need to better understand what the project specifications are requiring and more importantly, what a project needs from a Commissioning Agent to achieve whatever level of LEED compliance is > desired. Mike St. Marie, LEED AP Commissioning Course Participant, 2011 Farnsworth GROUP Proposal 7255 for Building Code Training Services Page 17 City of Fort Collins Commercial Building Commissioning The City deserves a team that will make their training project a priority. Farnsworth Group has an experienced and dedicated staff that will commit to the timeframes and schedules as agreed upon. With Bethany Beers leading the Farnsworth Group team, the City can be assured that all of the outlines and materials will be prepared in a timely fashion. In addition, applicable internal experts will also be available to contribute to the presented information, and/or be available for the sessions as scheduled. This will be a priority project for all of the members of the team. Farnsworth GROUP Proposal 7255 for Building Code Training Services Page 18 City of Fort Collins Commercial Building Commissioning AppendixA 1 1 1 1 1 Farnsworth GROUP July 20, 2011 Mr. James B. O'Neill, 11, CPPO, FNIGP Director of Purchasing & Risk Management City of Fort Collins 215 North Mason Street, 2nd Floor Fort Collins, CO 80524 RE: Proposal - 7255 Building Code Training Services Commercial Building Commissioning Training Dear Mr. O'Neill and members of the selection committee: 3538 JFK Parkway, Suite 3 Fort Collins, Colorado 80525 p 970.266.1066 f 970,266.1075 www.f-w.com I www.greennavigation.com Farnsworth Group, Inc. (Farnsworth Group) is pleased to submit our qualifications, experience, and expertise to the City of Fort Collins (City) in response to the Request for Proposal for Commercial Building Code Training Services. Farnsworth Group has been a trusted engineering firm for more than 100 years, serving a broad base of clients in Colorado and across the country. Farnsworth Group's roots trace back to central Illinois where we began our operations with a cornerstone that still exists today: "The client is our first priority." Though we have grown today to nearly 300 employees in 17 offices, we still maintain relationships with some of our earliest clients. Over the years we've earned their trust in our services, staff and quality of work. Our Colorado team is determined to i access the resources of our larger company, all while serving our clients with a small -firm mentality. Our Colorado offices have come to specialize in commissioning and green navigation services. As a training consultant to the City, Farnsworth Group will: • Focus on the City's training goals and objectives, providing tailored content to assist the City in educating their constituents on the changes within the building code as related to commissioning. • Utilize previous experience to apply practical, hands-on expertise to guide course attendees towards the benefits and downfalls of the commissioning process. Our materials will rely on actual experiences we have encountered within the commercial building sector. • Implement useful training tools, guides and opportunities to assist participants in gaining commissioning knowledge and understanding. I will be responsible for leading Farnsworth Group's team as we provide consulting services for the City, utilizing the valuable experience I have gained from consulting and training on numerous projects across the Front Range. In addition, I will be supported by other leading commissioning experts and specialists within our company as we deliver the training to those in the building community. Furthermore, in August, my family and I are relocating to Fort Collins and I am extremely excited about the new opportunities at becoming not only a resident of Fort Collins as it becomes one of the greenest city in the country, but also being able to share my enthusiasm for sustainabilicy and educating the City and the community at large. Our passion for providing commissioning services that go above and beyond has become a part of our solid reputation. We look forward to.providing consulting services that will reflect this passion and knowledge. Our comprehensive response to your request ' follows and I encourage you to check our references and ask questions. Please feel free to contact me after you review our proposal. Respectfully submitted, FARNSWORTH GROUP, INC. ' Bethany Beers, EIT, LEED AP Project Manager bbeers@f-w.com 1719.648.3508(cell) ENGINEERS I ARCHITECTS I SURVEYORS I SCIENTISTS 1 1 1 1 1 @ i i 1 1 1 1 1 1 1 @ 1 1 1 A �i llywant itilni m 't M COMMISSIONING -WHAT DOES IT REALLY MEAN? COMMISSIONING AND THE CORPS OF MHowdoestleGlin mission a projrocess as currently implemented benefit the Owner? 3. Would you pursue Cx if it was not mandated? 4. Are M,,xamples of areas where the Cx process is not currently meeting the Corps expectations? 5. Is the Corps receiving what they expect from ox services? 7/19/2011 1 What is the commissioning process? from The American Heritage® Dictionary of the English Language, Fourth Edition com•mis•sion•ing (verb) To put (a ship) into active service THE NAVAL COMMISSIONING PROCESS Uss Alabama (BB-60) Launched: rebruary 16, 1942 Commissioned. August 16,1942 Note 6 months to commission! 'e�(C': �� So what is the definition of the building commissioning process? com•mis•sion-ing (verb) To put (a building) into active service The Children's Hospital, University of Colorado Health Sciences Center Further... From US Department of Energy: Commissioning is a systematic process of ensuring that all building systems perform interactively according to the design intent and the Owner's operational needs. Even Further... From ASHRAE Guideline 0-2005: The Commissioning Process Commissioning Process: A atuaMya., focused process for enhancing the delivery of a project. The process focuses upon verifying and documenting that the facility and all of its systems and assemblies are planned, designed, installed, tested, operated, and maintained to meet the Owner's Project Requirements. What is quality? Whv commission a buildin } AL z. ---- Why commission a building? A study of 60 newly constructed buildings revealed that: ➢50%suffered from controls problems �40% had HVAC equipment problems �;,15% had missing equipment i25% had energy management systems, economizers, and/or variable speed drives that did not function correctly. Source: Lawrence Berkeley National Laborator)61996 Defining the Need for Cx • 'Capturing the Potential' article in . the median cost to deliver Cx was ASHRAE Journal, Feb 2011, by Evan $1.16/sf (2009) Mills, Ph.D. • 0.4%of overall construction cost in 13%median energy • Summarizes study by LOW savings • Includes 643 buildings in 26 states • Payback for Cx services average 4.2 • 100 million ft^2 floor space years • Median cost per metric ton of Carbon • $43 million in CxA fees (Retro and emissions, -$25 for new construction NC) • 37 Cx providers • Projects that used a more thorough • $2.2 billion in New Construction approach (design intent documents, benchmarking, construction • "These findings demonstrate that observation, functional testing, commissioning is the most cost- acceptance testing, operator training, effective strategy for reducing energy, and calibrated simulation) achieved twice the median level of savings and costs, and greenhouse as emissions B B five times that of the least thorough. in buildings today." How Much? Commissioning costs vary considerably with project size and building type, equipment type, commissioning scope and traveling requirements. As a very general rule, the total cost commissioning cost will include a design phase and construction phase component and will amount to approximately .6 to 1.8% of the overall construction cost for the project. Portland Energy Conservation, Inc. (PECI) 9/12/00; Revised 02/14/02 Commissioning benefits Organizations that have researched commissioning claim that Owners can achieve savings in operations of $4 over the first five years of occupancy as a direct result of every $1 invested in commissioning —an excellent return on investment. Source: © 2008, National Institute of Building Sciences; http://www.wbdg.org/project/buiIdingcomm.php So what is this value of this process to the building Owner? • Portland Energy & Conservation, Inc. (PECI) has published between 15%-30% energy reduction for commissioned buildings • Building operators benefit from 15%-35% reduction in operation and maintenance costs • RFI reduction during building delivery process • Average of 30% reduction in change orders of systems to be commissioned • Non -energy related impacts such as tuned operating systems for improved performance • Reduction of contractor service calls • Documentation of the Owner's criteria for success It 7/19/2011 But WAIT... ! M'R t the Qw.ner alreadyTa"vifor that?] • Design Professional FAWreement: — No "second set of eyes' as provided by Cx — No quality verification beyond field observations — May not have the same level of field/testing experience • Construction Contract: — No Cx requirements/tasks specified — No performance criteria or test witnessing_ mandated, — Not a condition for final acceptance Who Commistis�ions Buildings? 1&4,ng MI bOth Mamma .rf' iT' � Commissioning Professional (CBCP•) � agg Commissioning Pra<ess ���, , ManagemenfProtessional (CPMP®) 19 0 I ASHRAE Guideline 0 • The Commissioning Process Guideline — Describes the Commissioning Process capable of verifying that a facility and its systems meet the Owner's Project Requirements. — Outlines steps at each project phase: • Pre -Design • Design • Construction • Occupancy and Operations (Acceptance/Post Acceptance) ASHRAE Guideline 0 (cont'd) — Provides definitions of all Cx-related terms — Annex A-P provide samples and guidance for each step and/or deliverable 7/19/2011 Planningi'�I_, s' Dpsignt�rl ConsW l Turrpver �! OPeratbn� Yw Pmlar2 TYnoyw 10 11 IN IN Project understanding......... _ nTraining areas......................................4 -- Quahflcations.and staffing ............... : .. [ .} ...... 5' '- Relevai,'t experience �...................'... 9 Proposed training approaches, curricula and certifications ...:..............:... .'......._..._....I I„�- n Proposed compensation. . Is References ... Availability.... .. ....18 i Appendices — PP Appendix - Content Example from Commissioning Introductory Presentation Appendix B - Example of a Prezi Presentation Appendix C - Evaluation Form Farnsworth GROUP Proposal 7255 for Building Code Training Services City of Fort Collins Commercial Building Commissioning Who Benefits From Cx? • Owner - IMPROVED OPERATOR KNOWLEDGE - FACILITY PERFORMANCE IS DEMONSTRATED BEFORE THE CONSTRUCTION TEAM LEAVES - SYSTEMS MANUAL PROVIDES REFERENCE FOR OPERATIONAL PROCEDURES - LOWER OPERATING COSTS • Design Team - REDUCED RISK EXPOSURE - ENGINEERING BASED FEED -BACK ON DESIGN - MORE COST EFFECTIVE DESIGNS - REDUCED RFI'S • Contractor - IMPROVED COORDINATION BETWEEN TRADES - REDUCED NUMBER OF DEFICENCIES AT SUBSTANTIAL COMPLETION - FEWER CALL BACKS, BETTER Cx value during design phase A True Shift in Project Costs The life cycle cost reduction can be equal to the first cost to deliver a building. Technically, an investment in pre -design LCCA potentially achieves a free building! But it will always be first cost now versus someone else's cost during the 30-200 years of the building operations Appendix B 1 1 1 1 1 working knowledge to make adequate decisions moving forward :t front cities and municipalities 11 Farnsworth �11' What is Commissioning (Cx)? "A quality focused process for enhancingdtc delivery- of project. Cs is the process of verifying and documenting mm� gc Ibl 9n l I l) that a budding and all 0f its systems and assemblies s i pur1 'milstro: Tht, Arocoein ttc stag olctmnary oflhe are planned,designed, installed, tested, operated 1.a,gcc,gc. FoonhEdits o mainlaincd lO meCtlhe owners project reyuiremolis" # -.ASHRAI. Guideline O-a005- SYSTEMS H\'AC8'R and a.exuciateA controls :: =vll" _ y - sccoo_s I-gltl:g and cla,lightingcomrolx --lop ,y r++i Driulstic lint nanr Ipucu,s $ Re reeable ene yy (wind, solm', gemhennel) iw.�'. ..• W.o"a, P, of^I. al m[pandu�ua WavmPlenlY. Landscape l nigatwo �� OA glen Water Ileum, Systems ai nAddltional Possibilities $0.50 - 1.00/ sf Environmental Building News -2010 'm in, for inAlenuore complex projects v x 9\ � r C- LL "Owners can achieve savings in { `Q operations ofsa over the first floe years of ottupanry as a direct result of c,cn, SI I1DeS[ed In omnrlssioning—an ce<cllent return on lmestment. zaog. National Institute of Building Seleneeb. r -µ : A CI run n cA a p - „u8 CD, -d ha-r<h«k �— Il ria-�mi[-G \u 1 \ -0 1 q m Il rmPIhc f-- N,,1 nnl 1 t OAZGreen r I j j � l BENEFITS A�AnrcA mr�u« /�. 1 IIwF �� I N M nnl ,♦ f/ M N M M M M M a i ig forward ' h� What is Commissioning (Cx)? "A quality focused process for enhancing the delivery of a project. Cx is the process of verifying and documenting that a building and all of its systems and assemblies are planned, designed, installed, tested, operated and maintained to meet the owners project requirements." A -ASHRAE Guideline 0-2005- 'STEMS FIVACKR and associated controls I• ' SCNUU'_5 Lighting and daylighting controls Domestic hot water systems Renewable energy (wind, solar, geothermal) 8 + llllkh� lUlrC rppn com-rins sion•ing (verb) To put (a ship) into active service —from The American Heritage" Dictionary of the English Language, Fourth Edition Rr4vi¢mrnn: • Lbcpnirncd ax 6A m ar lan x bnJ , .x J narnlfrom J.reignanibuscin, lam he be votsanflmrlampver ifunJrr gsll M,i •May not In, aaA 0) rof Ilx Jrsipn fimdxl (pnci,d". Ctl •Ripon Jlrealyco rlx owner Trained personnel with experience on projects of comparable size and complexity. Any ofncc followingcamply. . nd"IJangrd µnry. . pnginecr/ Daipnrr •owners rng�nccr or fuclhrysraP • conrraam Mnhnds a(rvalunmt sM drsitnxsd mmnnsnoai. and cralnrd prrwnrxl mdudr mire'nfshr fofl w i.'I'mhn Akno.kd, r. Ndrrintrganm:r 1. lrprnnnul..amm�fican—n:nn:ams a. nrrnwnilernif armor "anninal'Li cc l n,, and and nrw"iralrow,unr R. Rrlrmnu and sanq+lr work produce RSl: 1:.V.(:rrrn SomRd&ndal Commkila dn, �\-ASHRAE Guideline o-2005- E SYSTEMS HVAC&R and associated controls Lighting and daylighting controls Domestic hot water systems Renewable energy (wind, solar, geothermal) + Landscape Irrigation Water Reuse Systems tJ `Additional Possibilities CIGOUABORAtrvEFOR HIGH PERFORMANCE SCHOOLS 6&Green V) w National Institute of Buil • Designate CxA • Document OPR/ BOD, CxA to review • Cx Plan • Cx requirements in CD's - general requirements and divisions • Design Review prior to 50% CD's and backcheck • Review contractor submittals • Verify installation and performance of systems • Systems manual • Verify Training requirements • Cx report • Review building within io months Aa ��� = Not Req. for MZGreen M M M M M irements. .005- COLL BORANVE FOR HIGH PERFORMANCE • SCHOOLS Requirements: . Documented as CxA in at least a buildings • Independent from design and CM but can be from the same firm (exempt if under 5ok gsf) • May not be an employee of the design firm(s) (Enhanced Cx) • Report directly to the owner Trained personnel with experience on projects of comparable size and complexity. CXLGreen Any of the following comply: • Independant 3rd party • Engineer/ Designer • Owners engineer or facility staff • Contractor • Specialty sub contractor Methods of evaluating t and trained personnel ii T. Technical knowledg z. Relevant experience 3. Potential conflict of 4. Professional certific 5. Communication an, 6. Reference and same -BSC CALGreen Non-1 i Methods of evaluating the designated commissioning coordinator and trained personnel include review of the following: z. Technical knowledge 2. Relevant experience 3. Potential conflict of interest concerns 4. Professional certifications and training 5. Communication and organizational skills 6. Reference and sample work products -BSC CALGreen Non -Residential Commissioning Guide 10.18.2010= M M M • Independant 3rd party-uo•.a.r+a.w eau.wr..o.uc....a. ..vuuwmm. • Engineer/ Designer • Owners engineer or facility staff MZGreen •Contractor • Specialty sub contractor "Owners can achieve savings in operations of $4 over the first five years of occupancy as a direct result of every $i invested in commissioning —an kl excellent return on investment." 20o8. National Institute of Building Sciences. • Designate CxA • Document OPR/ BOD, CxA to review • Cx Plan • Cx requirements in CD's - general requirements and divisions • Design Review prior to 50% CD's and backcheck • Review contractor submittals • Verify installation and performance of systems • Systems manual • VerifvTraining requirements BENEFITS • Reduced energy use • Lower operating costs • Fewer call backs • Better building documentation • Improved occupant productivity • Verification of systems performance • Obtain green certifications / , dscape Irrigation :er Reuse Systems .ditional Possibilities •Independant;. • Engineer/Desi • Owners engina MZGreen Contractor • Specialty sub e $0.50 - 1.00/ sf Owners can achiev( operations of $4 ove Environmental Building News -2010 of occupancy as a dig more for smaller more complex projects $i invested in comm �- excellent return on i National Institute of _ • Designate CxA • Document OPR/ BOD, CxA to review • Cx Plan ,A. • Cx requirements in CD's - general requirements and divi • Design Review prior to 50% CD's and backcheck • Review contractor submittals • Verify installation and performance of systems • Systems manual • Verify Training requirements Project Understanding Farnsworth Group has a full understanding of the project, including the Scope of Work and the goals as outlined in the Request for Proposal. We interpret the goals of the project to be as follows: + Provide a smooth transition to the green building code + Minimize the learning curve for City officials and design/construction teams working within the City + Minimize the financial and scheduling impacts of the green building code amendments + Improving the sustainability of the City and all new facilities within its limits We have experience providing Commissioning and Green Building training to a variety of professionals across the United States. These audiences include: + contractors + architects & engineers + owners + facility managers + city officials and inspectors + government officials (including Air Force,Army, and National Guard) + professional organizations such as American Society of Heating, Refrigerating and Air - Conditioning Engineers (ASHRAE), U.S. Green Building Council (USGBC), Society of American Military Engineers (SAME), and Building Commissioning Association The venues for the training we have provided include university continuing education programs, conferences, private training (half and full day), brown bag lunches, professional organization monthly programs, and internal cross -functional training opportunities. Many of our staff members have served as faculty and presenters, and a number of those members are included as potential trainers for the purposes of this opportunity. Each have also participated in the development of the curriculum associated with their areas of expertise. Over the course of more than 20 years of providing commissioning services within the commercial sector, Farnsworth Group has accumulated a long list of satisfied clients. Our services have included total building commissioning, building envelope commissioning, ' and retro-commissioning for existing buildings. This expertise includes the evaluation of mechanical, electrical, plumbing, building automation, envelope and structural systems. Our area of expertise lies within commercial buildings. We are only seeking to become the City's partner for the Commercial Building Commissioning Training. < < Bethany did a great job of keeping the audience's interest. " evaluation participant LEED 2009 internal Farnsworth Group training session Farnsworth Proposal7255forBuildingCodeTrainingServices Page GROUP City of Fort Collins Commercial Building Commissioning Talking Points/ Audience Participation? State Recommendations Proposed multi -party sign off Il.n .d llu miub, on, ...nvm eullrn —1 vm 1.11 Jwu nl vnv... Owner MEP Engineers Architect Cx/ Stistainabilita, Coordinator 1 h ix esmmial Just th<rt is a xinRk p<rxn respnnsiblr A mandatory checklist with voluntary measures f°r"..... Rd"""°a,i,Wbdlty prawn" . C'un eoordi—o, with in"'on? was confusing for applicants and enforcement Cnmelne fomn a<cnrdingly • Point oRonntn and spume of info for t<mn Enforcement Ideas? 1.\t..".f doy W"ind"ocLt. Add,lbbilily't f,A/wJAnabilirelnzµ'nul ~A-1, Sulling Issuer w,ka 2. Imni.klw of appmrrri l:v A/ �AId, LLIAMW-Sdnu Rona a luv impavu, for Ar+rinpn 3. CV.0 1.hH11yna ng for o4f �'I'aMerllnn• CII)'rcdry ul fc AI.'nnwnlQ ��x rrT<m a. Sun= Renntnrnh:d sign oft Rrnmves I.lablliq't 5. nfubi ryny ugnnfl �KnAnvmrnudnn n•view Permitting ChwIgas to: • fling • phn <h«l -At pprmal cnfumemcm Sl.td dcmv pcnnluing piwcol 1 I§rmiaing mn inavasc 4u An-InyY .fT..i. - ,Jdili'� Ji•L Lr11 Ti rITin` • Sustainability program • l.mk to Moo, v.%of n•ebll•ms rml • \lulufamilybuir ant, y<arsnIJ • tdpntm r,•n,n-adon �� pn,prr —MA Know What You Are Getting \ Design Professional Agreement Construction Contract \ No•saond ut ufcyci • Aa Cs/ s.I,.bllity uuLs.W dticdl \ Ix�allrpcc xnfons idc4uady address uonaaeur msµmsibil fries? • 1,"'o... una cntaia o� trsl xiussdng q 66W r\ Is yuabn'v<ttficaion b,,od fidd ubs,an.o, proridcd' • I, onguingJrcunrenaiun mgnircdt • I)o lwmunnrl ht,e fidd susuinaLdlly/toting c,,nrnW • ILnimdincrnd.... mven deficivom, • Arc smuinab h, alculm...o and documenucioo pry &X Ifc ,nrcful of'Iksigncd to LCED Sundardi RIT's- Does owner know and undersund the difference? i Sustainabiffifty • Look to future • 75% of residents rent Multi family buildings 40-50 years old Capture renovation projects i Permitting 1 I Changes to: • filing • plan check • approval • enforcement Slowed down permitting process? Permitting cost increase • Los Angeles - 99-01-107.1.1 Additional 5% fee if Tier 1 or Tier 2 Wd5 CUlllUMllg lUl- dPP11 .:dlll3 Enforcement Ideas? 1. Municipality hires independant Adds Liability? CxA/ sustainability inspector Avoid Staffing Issues 2. Provide a list of approved CxA/ � Adds Liability? - Santa Rosa sustainability inspectors for developers 3. Cx/ sustainability training for staff � Takes Time City review of Cx documents? Not experts 4. State Recommended sign off 5. Multi party sign off Removes Liability? —♦ No documentation review State Recommendations If you ask for too much, enforcement suffers and you fall short of your goals. 111C CTLiirccn Nor-Rcsidausl Commissioning Guidc I09 V 10 CALGreen Compliance Form Commissioning Roport Italicized text indicates direct or partial quotes from the CALGreen Code. CALGroen Commissioning Requirement 5.410.2.6. Commissioning Roport 541026 Cummissioning Report. A cumoole report of commissioning process activities undertaken through the design. construction and reporting recommendations for post -construction phases of the building protect Mail be completed and provided to the onner or rupmsontativo. The commissioning report includes the chockod elements listed below and has been approved by the Owner or Owner Represenmtive. Commissioning Report Elements Included 1. Executive summary with conclusions and oulstandi g ❑ issues 2. History of system deficiencies and resolution ❑ J. Summary of system functional test results ❑ 4. Summary of training completion ❑ 5. Atmchmems of Commissioning plan, OPR, BOO, ❑ executed (filled in) installation checklists, executed lenctimml IesL4, recannlend.tiwv far endl-of,muslnty review Owner I Goner Representative Signature Date Similar for sustainability measures compierea ana proviaea to me owner or representative. i ne commissioning report includes the checked elements listed below and has been approved by the Owner or Owner Representative. Commissioning Report Elements Included 1. Executive summary with conclusions and outstanding ❑ issues 2. History of system deficiencies and resolution ❑ 3. Summary of system functional test results ❑ 4. Summary of training completion ❑ 5. Attachments of Commissioning plan, OPR, BOD, ❑ executed (filled in) installation checklists, executed functional tests, recommendations for end -of -warranty review Owner / Owner Representative Signature Date icipat-lon � Proposed multi party sign off Owner Architect easures ,.ment MEP Engineers Cx/ Sustainability Coordinator It is essential that there is a single person responsible for managing the Cx/ sustainability processes. • Can coordinate with inspector? • Complete forms accordingly • Point of contact and source of info for team Cx/ Sustainability Coordinator It is essential that there is a single person responsible for managing the Cx/ sustainability processes. • Can coordinate with inspector? • Complete forms accordingly • Point of contact and source of info for team M M M M M M M M ;n off Removes Liability? —1 No documentation review verrrtiumg cost increase I •�R tee�ccgq��qq����yyy I REN • Los Angeles-99.oi.io7.i.r Additional 5% fee if Tier i or Tier z Know What You Are Getting Design Professional Agreement • No "second set of eyes' • Do all spec sections adequately address contractor responsibilities? • Is quality verification beyond field observations provided? • Do personnel have field sustainability/testing experience? • Are sustainability calculations and documentation provided? Be ` careful of "Designed to LGGD Standards" Construction Contract • Are Cx/ sustainability tasks specified? • Is performance criteria or test witnessing specified? • Is ongoing documentation required? • Limited incentive to correct deficiencies RFP's - Does owner know and understand the difference? , t Appendix C 1 1 1 1 Firm description "The client is our first priority." Farnsworth Group is an employee -owned company with almost 300 staff members located across the United States. Our company was founded in 1890, after a local land surveyor traveled from community to community providing survey services for municipalities. Farnsworth Group's earliest employees operated under the same premise that still exists today: 'The client is our first priority." Farnsworth Group continues its rich history of providing consulting services, serving a broad range of public- and private -sector clientele. With offices in 17 cities throughout the United States, we are a multi -discipline leader in all facets of design and technical consulting. Company services + Building Commissioning + Land Surveying + Retro-Commissioning + Municipal Engineering + Re -Commissioning + Environmental Engineering + LEED Navigation and Consultation + Stormwater Management + Architectural Design + Transportation Engineering + Mechanical / Electrical / Plumbing Design + Pipeline Engineering + Energy Audits + Land Development Engineering + Energy Modeling + Permitting + Resource Efficiency Management + Government Affairs Company expertise Our talented and dedicated staff of almost 300 engineers, architects, surveyors, scientists, technicians and support personnel provides a full range of services and holds multiple registrations throughout the nation. These designations and memberships allow Farnsworth Group to remain current on the latest technology advancements, industry practices, policies and guidelines. Farnsworth Group employees regularly participate in national organizations including the American Society of Heating. Refrigerating and Air -Conditioning Engineers (ASHRAE), U.S. Green Building Council (USGBC), Society of American Military Engineers (SAME), and Building Commissioning Association. While we are attendees at many industry events, we are also called upon to present case studies, white papers and presentations to help our peers remain abreast of current trends and innovations. In particular, with regard to commissioning, our team includes many renowned experts. Later within this document, we outline individual expertise, but it should be noted that we have been involved in the commissioning industry since 1984. Our team includes regular faculty members and academic guest speakers, conference presenters, team member instructors as well as internal presenters. Farnsworth Group believes in participating in our network of industry associations, but we also provide access to that very expertise to our internal employees. In 2011 alone, the Denver, Fort Collins and Colorado Springs offices participated in over 80 hours of internal and external training. Farnsworth Group Ranked #240 for Top 500 Design Firms in 2011 LK Farnsworth Proposal 7255 for Building Code Training Services Page 5 GROUP City of Fort Collins Commercial Building Commissioning Training Evaluation Class Title: Date: Instructor's name: Participant's Name: Circle the number that best describes your appraisal of the training/trainer for each topic. Topic Highest Score (a5I) is Range Lowest score (1) is Objectives/Purpose completely clear 5 4 3 2 1 unclear Content thoroughly covered 5 4 3 2 1 off track highly valuable to me 5 4 3 2 1 useless Presentation very interesting 5 4 3 2 1 not interesting at all highly organized 5 4 3 2 1 disorganized Audio/Visuals enhancing 5 4 3 2 1 distracting Speaker Style & Delivery excellent 5 4 3 2 1 very poor My previous knowledge of topic extensive 5 4 3 2 1 none Knowledge of topic after class extensive 5 4 3 2 1 1 none Feel free to use the back of this form if you need more space - Thank you for your thoughts. 1. List some ways you plan to incorporate what you learned in this class into your daily work. 2. What was the most important thing you learned in this class? 3. What suggestions do you have that might make this class even more valuable? 4. Are there any other training that would be beneficial to you? ❑ Detailed LEED overview ❑ Detailed CALGreen overview ❑ Detailed Cx overview ❑ ❑ Any other comments: www.f-w.com Farnsworth GROUP Team members Farnsworth Group presents the following training team for your consideration. Bethany Beers will lead the team, calling upon the expertise of several others within our dedicated commissioning and sustainability group. Bethany is a seasoned leader and instructor. Clients find her management style to be responsive and Bethany has a passion for commissioning and sustainability, an energy that comes across in her interactive presentation style. Bethany's experience will be augmented by several of her colleagues from across our company. Bethany R. Beers, EIT, LEED AP Project Manager / 8 years Commissioning/Sustainability Consulting Experience Sustainable practices are a passion that Ms. Beers lives — both in and out of the workplace. Bethany has eight years of experience in commissioning, LEED consultation and commercial facility audits. She approaches both training and projects from a holistic perspective. Having led multiple LEED and commissioning design reviews, Bethany is well -versed in applying building codes and standards, but also very aware of current best practices and solutions. Relevant Training Experience • Green Building Course - Energy Systems & Commissioning, CSU Pueblo Continuing Education Program, CO • Introduction to Green Buildings and the LEED Rating System for Colorado Springs Utilities Engi- neers, CO • Introduction to Green Building and LEED Rating System Training Seminars (separate sessions) for PVHS Design Team, Gerald H. Phipps,Jordy & Company and internal Farnsworth Group employ- ees, CO Relevant Practical Experience Commissioning QA / QC for Otterbox Headquarters, Fort Collins, CO • Commissioning QA / QC for Bohemian Foundation Office Building, Fort Collins, CO • Commissioning Project Manager, MorganStanley SmithBarney Office, Loveland, CO • LEED consultant and commissioning QA/QC,YMCA of the Rockies, Longs Peak, Emerald and Rams Horn Lodges, Estes Park, CO LEED consultant and' commissioning support, Medical Center of the Rockies, Loveland, CO Joshua A. Hickman, LEED AP, CALGreen Inspector Project Manager/ 5 years Commissioning/Sustainability Consulting Experience With a BS degree in Construction Management from Wentworth Institute of Technology in Boston, MA, Joshua is currently pursuing an MS degree in Green Building from San Francisco Institute of Architecture. He has over five years of experience and manages many facets of the commissioning and sustainable processes from project inception through functional testing and warranty review. Josh consciously promotes a more sustainable way of designing, constructing, living and thinking. Relevant Training Experience • Presenter, Municipal Green Building Conference and Expo, 50+ people, sponsored by SoCal gas company in partnership with USGBC, CA • Sustainability Guest Speaker, UCLA extension program architecture course, December 2009, CA • CalGreen, Commissioning, Sustainability and Municipality Implementation, March Joint Power Authority, a governing body of four jurisdictions whose boundaries touch March Air Force Base, Facilitator, 2011, CA • CALGreen, Commissioning, Sustainability and Municipality Implementation,Valley Green Building Conference and Expo, hosted by U.S. Green Building Council, Los Angeles Chapter, San Gabriel Valley branch and California State University Northridge, 2011, CA Relevant Practical Experience • Commissioning authority, Student Services Center, College of the Desert, Palm Desert. CA • Commissioning authority, LEED consultant, Master Plan [,Westmont College, Santa Barbara, CA • Commissioning authority, Miyako Hotel, Kintetsu Enterprises, Torrance, CA Farnsworth GROUP Proposal 7255 for Building Code Training Services Page 6 City of Fort Collins Commercial Building Commissioning Brian Davie, AIA, LEED AP BD+C Senior Sustainobility Manager l 6 years Commissioning/Sustainability Consulting Experience Mr. Davie is a LEED Accredited Professional and licensed architect and has extensive experience in research and design of sustainable buildings. He is one of our in-house experts on both the LEED rating systems and sustainable design techniques, serving as a valuable consultant both for our clients and other Farnsworth Group staff members. He routinely gives presentations and educational sessions on sustain- able design issues both internally and externally. Relevant Training EzDeTience • What Does LEED Certification Mean for Your Building, two tracks, 2009 Midwest Commu- nity Development Institute, IL Tips for Finding Green Materials, for Half Moon LLC Seminars, Springfield, IL • Industry Perspectives on LEED and Sustainable Buildings, graduate level class, University of Illinois • LEED AP Prep Classes, 8 week session, Heartland Community College for Adult Education Classes Relevant Practical Experience Designer/LEED consultant, U.S. Citizenship and Immigration Services Denver District Office, Centennial, CO • Building envelope commissioning specialist, New Orleans Recovery School District,Total of 20 schools, New Orleans, LA • Project manager for LEED-EBOM and retro-commissioning services, Realtor Building, Chi- cago, IL Corey D. Chinn, PE, CEM, CxA, LEED AP Project Manager / 9 years Commissioning Consulting Experience Mr. Chinn has nine years of experience in the consulting engineering industry. He specializing in the design, construction administration, and commissioning of mechanical, building automation, and plumbing systems. He provides excellent oversight and understanding of LEED commissioning for sustainable projects around the country. His commissioning experience extends to electrical lighting controls, photo -voltaic, and emer- gency power systems. His degree in Architectural Engineering with an emphasis in both Mechanical and Structural systems design provides unique insight for whole building commissioning design reviews. He has provided commissioning training and consulting for several branches within the military. Relevant Training Experience • Introduction to the Commissioning Process, select group from SAME Pikes Peak Chapter, SAME members and Core of Engineers, CO HVAC Instruction, 2011 Faculty Assistant, Pikes Peak Community College, CO Relevant Practical Experience • Commissioning support, Patriot Park Office BuildingVl, Colorado Springs, CO • Project manager, fundamental and enhanced commissioning, Los Alamos National Laboratory Fire Station #I, Los Alamos, NM • Project manager, fundamental and enhanced LEED commissioning, Readiness Center, New Mexico Army National Guard, Farmington, NM Mechanical systems design and commissioning support, Community Center, City of Thornton, Thornton, CO LE Farnsworth GROUP Proposal 7255 for Building Code Training Services Page 7 City of Fort Collins Commercial Building Commissioning Chad S. Grindle, LEED AP Project Manager / 10 years CommissioninglControls Consulting Experience Mr. Grindle is an advocate of the commissioning process, and works regionally and nationally to make commissioning a "business as usual" approach to building procurement. Chad has served as a commissioning agent nationwide for more than 10 years and served as the LEED commissioning agent for the State of Wisconsin's first LEED facility. His experience includes facilities, ranging from major retail chain stores to 1.5 million SF healthcare campuses and laboratories. Chad is also an instructor for the University of Wisconsin-Madison's Commissioning Training Course, and has presented nationally on technology and the commissioning process. Relevant Training Experience Commissioning Course, University of Wisconsin, Madison,W1 American Society of Heating, Refrigerating and Air -Conditioning Engineers (ASHRAE) Labo- ratory Design Guide • State of Wisconsin Commissioning Guide Relevant Training Experience Commissioning support, University of Chicago Searle Laboratory Chicago, IL Commissioning support for 20 area schools, New Orleans Recovery School District, Louisi- ana Department of Education, New Orleans, LA Design reviews, construction verification, and as -built reviews, U.S.Air Force Academy, Colo- rado Springs, CO • LEED commissioning services, Chicago Public Schools, Chicago, IL ton B. D. McIntosh, PhD, CCP 11 Section Manager -Atlanta l 10 years Commissioning/Sustainability Consulting Experience Dr. McIntosh is the Section Manager for Farnsworth Group's metro -Atlanta office and has over 10 years of experience in the commissioning industry. He has led several commissioning, retro-commissioning, and LEED commissioning projects throughout the country. Ian is the primary author and leader of research and development for the renowned ASHRAE Laboratory Design Guide. He has continually managed 3- to 5-year projects and is currently involved in the implementation of the total (end -to -end) building commissioning process in approximately I million SF of high-technology, laboratory facilities, which include BSL-2, BSL-3 and vivarium areas. In his patent -pending, Ph.D. research, Ian developed a model -based Fault Detection and Diagnosis (FDD) methodology for HVAC&R systems that was motivated by its cost saving potential and its real -world application in the operation and maintenance of HVAC systems and subsystems in buildings. Relevant Training Exp ri n Commissioning Process Training, Boulder Community Foothills Hospital, Boulder, CO • Building Commissioning Courses, Lecturer, Building Commissioning Associate (BCA), 2001- 2009 • Laboratory Building Systems Courses, Lecturer, University of Wisconsin -Madison, 2000-2002 • Total Building Commissioning, General Services Administration,Auburn,WA March 3, 2005 "The Commissioning Seminar," St. Louis Missouri,)une 25-26, 2008 Relevant Training Experience Project manager and commissioning authority, Genome Sciences Research Building 11, Duke University medical Center, Durham, NC • Design review of commissioned systems, Russell T.Tutt Science Center, Colorado College, Colorado Springs, CO Commissioning services, Children's Healthcare of Atlanta, Scottish Rite,Atlanta, GA Farnsworth Proposal 7255 for Building Code Training Services page 8 GROUP City of Fort Collins Commercial Building Commissioning I As a general principle, many consulting firms are called upon to "teach" and/or "instruct" upon their expertise — as part of their business practices. Within the realm of commissioning and green building, Farnsworth Group has established a reputation for expertise and innovation. Thus we have completed numerous trainings, seminars and presentations. As part of the commissioning process, our commissioning agents regularly conduct OPR or Owner Project —� � i �p Nu► ib h Requirements sessions at the onset of a project to identify owner requirements and build consensus among the team to ensure a successfully designed and constructed This inherent Farnsworth Group has an project. goal of educating our team about the process makes us well- alundance,of qnd ' suited to complete the building code training for the City. P g g Y .commissioning u_ LEEDstaff.members`' � " Colorado Springs Utilities, Energy Audits, Student Mentoring & 22 Certified comm�ss onin; Training, Colorado Springs, CO professfonals' Colorado Springs Utilities identified a unique way to spend part of their ARRA 14 PE's-within the Block Grant Funding - the development of a partnership program with local busi- commissioning section;;, nesses to offer free energy audits and assistance with the implementation costs of '- t resulting energy conservation measures. However, an additional benefit was the op- S'.. `Certified Energy Manngerr portunity to mentor and train local college students on developing relevant energy ''I " efficiency -related skills as part of the new green economy. As part of the program, " many of our staff developed a program to lead students through the process of en- ergy auditing. We conducted training sessions prior to the audits, offered feedback 40 - Dedicated commissioning during the process, and assessment at the conclusion of the reporting process. This staff took the students through the testing, review and report writing process and of- fered them constructive feedback on the execution of the audits. 700+ Completed commissioning projects/retro- Outcome: Creative partnership & incorporating the students led to: commissioning projects + lower costs for Colorado Springs Utilities & Farnsworth Group 27 Number of yeah + hands-on experience and skill development for the incoming workforce Farnsworth Group has + real world application of classroom engineering principles for the students practiced commissioning + exposure to working in the corporate environment 60+ LEED accredited professionals Farnsworth Group staff involved in this project that are also presented for the City's consideration include Bethany Beers and Corey Chinn. Both served as team leaders. Commissioning Training for CALGreen Code Compliance, CA Municipalities within the state are wrangling with the requirements of the State of California's new, mandatory green building code that was adopted on January I, 2011. which effects all jurisdictions, architects, building departments, engineers, contractors, instructors and others. CALGreen, as the new building code is referred to, was modeled after the International Code Council's latest version of the International Building Code. Sensing a need to help in the education of our clients and those within the commissioning industry, Farnsworth Group developed a customized training Farnsworth GROUP Proposal 7255 for Building Code Training Services Page 9 City of Fort Collins Commercial Building Commissioning