HomeMy WebLinkAboutWORK ORDER - RFP - 8094 BUILDING COMMISSION ANNUAL - FEDERAL112 N. RUBEY DRIVE
GOLDEN, CO 80403
303.215.4040 • McKINSTRY.COM
LICENSES & REGISTRATIONS
CO • LIC-0009827-07 Class A • CEN-12-06589 Class B • 18657 • 8125
February 4, 2016
RE: COMMISSIONING AUTHORITY FOR PFA FIRE STATION #8
Dear Stu Reeve:
On behalf of McKinstry Essention, LLC (McKinstry), I am pleased to present our commissioning
authority qualifications and proposal for the Poudre Fire Authority Station 8. McKinstry is
confident in our ability to implement a commissioning (Cx) program that delivers unparalleled
benchmarks for performance, quality, responsiveness, and services.
Our commissioning services will provide a high level of assurance to the City of Fort Collins
that the building systems have been engineered, installed, and are operating according to the
design intent and specifications. McKinstry will be your trusted partner through the design,
construction, and operations of the facility. As is evidenced by our references and experience,
we specialize in commissioning high performance buildings, working with owners, owner’s
representatives, designers, and contractors to create the best possible project no matter how
varied the scope of work.
We would be honored to partner on this project with the City of Fort Collins, and believe we
are highly qualified because of our:
• History of commissioning over 750 buildings in excess of 80 million square feet of
building space
• Experienced local team of 50+ energy, facility, and design professionals, including a
team of 15 staff dedicated to commissioning services delivery
• “Hands-on” approach, improving and aligning a system’s operation with its design
intention creating added value, not just “box-checking” from the commissioning agent.
McKinstry’s commissioning expertise is the result of 55 years of design, build, operate,
maintain and optimize experience, plus over 20 years of dedicated commissioning delivery.
Our business philosophy is built around a long-term focus and we proudly deliver a For the Life
of Your Building approach. We optimize your facility’s performance by providing efficient and
sustainable least-cost operations, while enhancing indoor environmental quality, occupant
comfort, and reducing maintenance callbacks.
We look forward to partnering with the City of Fort Collins, and we are dedicated to assisting
with the delivery of a successful project. If you have any questions or want to discuss our
proposal in more detail, you can reach me at 303.215.4051 or joshh@mckinstry.com.
Best regards,
CONFIDENTIAL & PROPRIETARY
CITY OF FORT COLLINS
QUALIFICATIONS AND PROPOSAL FOR CX AUTHORITY
Commissioning Program Approach
The McKinstry Commissioning Program
McKinstry has established and developed our own in-house commissioning (Cx) team to close out new
construction projects. We take a collaborative approach to working with design and construction management
teams to not only collectively identify design optimization and construction deficiencies, but we will work with
the teams to resolve deficiencies.
We take a detailed, hands-on approach that will create additional value for the City of Fort Collins Fire
Authority Station #8 project. Our Cx team has successfully implemented Cx plans for many projects over the
years and has extensive knowledge of project requirements and objectives. McKinstry’s Cx team works closely
with other project team members and assumes responsibility for the following processes and functions:
NC-COMMISSIONING PROCESS (CONSTRUCTION PHASE THROUGH OCCUPANCY)
DESIGN/BUILD COMMISSIONING
PROJECT EVENTS COMMISSIONING TASKS COMMISSIONING DELIVERABLES
DESIGN PHASE
Selection of A/E Team
Project Programming OPR Review OPR Review Comments
Engineering Basis of Design BOD Review BOD Review Comments
DD Set (Plans/Specs) DD Review DD Review Comments
Design Team meetings Attend Design Team Meetings Commissioning Specifications
CD Sets (Plans/Specs)-65%-90% CD Review CD Review Comments
Bid Set (Plans/Specs) Develop Cx Plan Commissioning Plan
CONSTRUCTION PHASE
Project Schedule
Integrate Cx into Project Schedule
Commissioning Schedule
Equipment Submittals
Review Submittals Submittal Review Comments
Create Checklists/FPTs/ISTs Checklists, FPTs & ISTs
Site Meetings Attend Selective Meetings Cx Kick-Off Meeting
Factory Testing Witness Factory Testing Factory Testing Report
MEP Installation Conduct Periodic Site Observations Field Reports/Cx Issues Log
MEP Start-Up Review Start-Up Procedures
Update Commissioning Issues Log
TAB Review TAB Procedures/ Report
Controls Point-to-Point Review Controls P-T-P
O&M and As-Builts
Review O&M/As-Builts
A/E Punch List Systems Manuals
AHJ Inspections Witness FPTs and ISTs
Update Commissioning Issues Log
Operational Training Witness Selective Training
Certificate of Occupancy Collate Cx Documentation Commissioning Status Report
OCCUPANCY PHASE
Occupancy
Conduct Seasonal Testing
Update Cx Issues Log
Measurement & Verification Spark/Issue Identification Issue Resolution
First Year Warranty Pick-Ups Conduct 10-Month Warranty Review Warranty Report for Owner
End of 1st Year Warranty Collate Final Cx Documents Final Cx Report
CONFIDENTIAL & PROPRIETARY
CITY OF FORT COLLINS
QUALIFICATIONS AND PROPOSAL FOR CX AUTHORITY
Commissioning Program Approach
This section describes tasks that McKinstry generally performs during design, construction, and occupancy
phases for a comprehensive view of McKinstry’s typical commissioning service.
COMMISSIONING FUNCTIONS
1. Review of project submittals, shop drawings, and equipment detail sheets to ensure compliance with
specifications.
2. Development of a prioritization schedule for Cx installed systems.
3. Assembly of site-specific Cx forms used for recording Cx documentation.
4. Installation verification of the various systems in the project selected for Cx to ensure compliance with
project documentation.
5. Witness factory start-up and field start-up for all major equipment items.
6. Verification of project balancing and adjusting functions to ensure systems are operating as designed
and that proper air and water flow levels are achieved.
7. Oversight of the control system check-out procedures including point-to-point checks to verify
complete compliance with contract requirements. Review the final graphics package prior to owner
approval.
8. Implementation of functional tests to demonstrate the fully automatic operation of all systems and
features. Special attention on redundant and back-up systems to ensure automatic operation in a fault
condition. Actual tests conducted by installing contractors under McKinstry Cx direction.
9. Implementation and monitoring of BAS (Building Automation System) trends, and/or independent
trending instruments, to measure and verify performance requirements.
10. Verification of closeout documentation and operational training plans, as provided by the installing
contractors, to provide for operator/owner training and education on the completed systems.
11. Documenting and monitoring of issues discovered by Cx through to resolution or acceptance by
Owner.
12. Interfacing with other disciplines on the project that relate to Cx such as fire alarm, emergency power
generation, and similar systems.
CONFIDENTIAL & PROPRIETARY
CITY OF FORT COLLINS
QUALIFICATIONS AND PROPOSAL FOR CX AUTHORITY
Commissioning Program Approach
TYPICAL ISSUES
ENCOUNTERED
• Equipment damage
• Part failures
• Substandard contractor
performance
• Conflicts between trades
• Unacceptable test results
• Non-conformance with
design documents
• Equipment access issues
Detailed Structure & Components of NC-Cx
COMMISSIONING SPECIFICATION
The purpose of the Cx specification is to introduce and explain the various
phases and steps that comprise the Cx process.
COMMISSIONING SCHEDULE
Once the design and scope are finalized, we develop a Cx schedule that can
be integrated with the master construction schedule. Project closeout is a
very busy time and conditions often arise that may prohibit commencement
of Cx tasks during the precise time scheduled. Cx is a dynamic and fluid
process; scheduled Cx tasks are managed to fit with site-specific conditions
and opportunities.
Additionally, the Cx schedule serves as a project resource that prioritizes equipment power requirements for
the electrical contractor.
ISSUE RESOLUTION
Unforeseen issues develop during all projects. Early identification and prompt resolution may be the most
important component of a successful commissioning process. From the moment Cx begins through project
completion, issues are identified, documented, communicated, and tracked until resolved.
McKinstry’s Cx team participates in the resolution of most issues; however, the Cx team’s authority is limited
and does not allow us to direct work. Our Cx team will communicate with other team members, provide
supporting documentation or research, and track the issues until they are resolved. McKinstry Cx and Project
Management teams strive for proactive issue resolution.
INSTALLATION VERIFICATION OR STATIC COMMISSIONING
After installation, all equipment and systems are visually inspected to verify they are installed in accordance
with the design objectives as indicated on the drawings. This information is documented, providing a record of
acceptable installation as well as a means of identifying deficiencies. When deficiencies or discrepancies are
found, we generate an issue log and notify all team members. After the discrepancy is resolved, we re-inspect
the equipment.
EQUIPMENT & SYSTEM START-UP INFORMATION
Start-up Cx verifies all equipment is activated and operating in accordance with the manufacturer’s operating
criteria. This includes all internal equipment electrical components and safety devices. McKinstry Cx will
witness and review equipment start-up activities.
TEST, ADJUST & BALANCE
The Test, Adjust and Balance (TAB) discipline sets, measures, and documents air and hydronic system
performance.
Final TAB performance data is recorded onto appropriate forms where it is compared to the designed
performance criteria. In the event a system is not meeting the design intent, the McKinstry Cx team works
with the project and design teams to develop and implement a timely and suitable resolution.
CONFIDENTIAL & PROPRIETARY
CITY OF FORT COLLINS
QUALIFICATIONS AND PROPOSAL FOR CX AUTHORITY
Commissioning Program Approach
CONTROL SYSTEM COMMISSIONING POINT-TO-POINT
As control device installation and wiring is completed, the control
contractor tests and adjusts all components (point-to-point). Point-to-point
Cx verifies control hardware and components for proper communication,
operation, orientation, range, calibration, and functionality. This testing
ensures and documents that all devices are complete, communicating, and
functional.
After point-to-point, the control contractor performs dynamic testing of the
approved sequence of operation. These tests document all logic and control
sequence statements accomplishing each specific control function.
(Note: Sequence of operations verification is accomplished in the following
section - Functional Performance Verification.) The responsibility of the
controls contractor is to completely check out and de-bug the installation.
It is intended to enhance the ability of the construction team to provide the
owner with a complete and operational building.
FUNCTIONAL PERFORMANCE TESTING
Prior to this portion of the Cx process, all field-Cx activities have
intentionally focused on inspecting and verifying the individual components
and/or subsystems included as part of the entire scope. Once static, start-
up, point-to-point, and TAB are completed, Functional Performance Testing
(FPT) begins.
FPT verifies and documents system performance as a whole. All operating scenarios are tested to ensure that
each system’s performance characteristics and corresponding test results achieve the design intent.
FPT documents are generated directly from the approved sequence of operation. If needed, additional FPT
documents are generated for systems not covered in sequenced of operation (for example: a generator fuel
delivery system may be a stand-alone system with no DDC interface.)
Tests involve verifying the system operation under automatic control. Testing is accomplished by manipulating
variables that will generate a condition resulting in appropriate system response. Each test is verified,
initialed, and dated by a Cx engineer. In addition, relative test conditions, system configurations, system
responses, and observations are documented. FPTs are written by the McKinstry Cx team and implemented by
the installing contractors under the direction of the McKinstry Cx team.
FPT is McKinstry’s final verification that the installed equipment and control systems are complete and
operating properly. The functional performance testing phase culminates in Integrated Systems Testing (IST).
IST is used to verify and demonstrate that all systems are functioning together as designed.
TYPICAL ITEMS VERIFIED
• Location & zoning
• Make & model
• Serviceability & access
• Connections to subsystems
• Completeness
• Free of dirt & debris
• Readiness for start-up
• Readiness for balancing
EQUIPMENT & SYSTEMS
All start-up procedures are
reviewed by the McKinstry Cx
team to ensure they meet or
exceed the manufacturer’s
recommended procedures.
In certain cases, qualified
equipment vendors may perform
factory start-up.
McKinstry’s Cx team reviews all
vendor start-up procedures,
documents, and work.
CONFIDENTIAL & PROPRIETARY
ASPEN COMMUNITY SCHOOL CAMPUS RENOVATION
QUALIFICATIONS AND PROPOSAL FOR CX SERVICES
Commissioning Program Approach
EQUIPMENT & SYSTEM TRAINING
Cx of the facility is not complete until the information learned and acquired
during the Cx process is passed on to the owners and owner's maintenance
personnel. Training objectives are shown to the left.
McKinstry’s Cx team will review the training plan as provided by the
installing contractors to ensure that the training is designed to provide
adequate operation information. McKinstry’s Cx team will witness and
oversee the initial training sessions and may elect to witness others to
ensure quality training is provided.
Measurement & Verification
Measurement and Verification (M&V) is most effective when discussed and
defined early in the development of a project. An M&V plan defines how the
savings analysis will be conducted before any energy conservation measures
are implemented. This provides as much objectivity as possible and gives
the owner an understanding of how the project’s success will be measured.
The success of the project relies on the long-term performance of the
building. It is important that both McKinstry and the City of Fort Collins are
comfortable with the verification process. McKinstry invites the City of Fort
Collins’s participation in setting expectations for the M&V plan and the
frequency of reporting preferred. Once we have agreed on the M&V plan, we
will clearly list what values will be measured and quantified for each
improvement measure at every stage of the process—from baseline
development, to final commissioning, to ongoing performance assurance.
Like many companies, McKinstry adheres to the International Performance
Measurement and Verification Protocol (IPMVP). Our differentiator is our
personnel. Unlike most consulting commissioning companies, McKinstry has
dedicated M&V personnel. Our team has the knowledge and skill set needed
to evaluate systems, gather data, and accurately model and calculate
energy performance.
INTERNATIONAL PERFORMANCE MEASUREMENT & VERIFICATION PROTOCOL
M&V Option
Savings Calc.
Method
Critical Attributes/Where Used
Option A
Based on
measured
equipment
performance,
measured, or
stipulated
operational
factors, and
annual verification
of “potential to
Engineering
calculations
with some
measured data
Improvement measures where performance remains constant, usage
can be readily characterized, and uncertainty is not a major issue
Actual energy or cost savings are not verified; savings predicted using
engineering/statistical methods
Uses historical data for operational factors (occupancy schedule etc.)
May use spot or short-term but no long-term measured data to
estimate performance factors
CONFIDENTIAL & PROPRIETARY
ASPEN COMMUNITY SCHOOL CAMPUS RENOVATION
QUALIFICATIONS AND PROPOSAL FOR CX SERVICES
Commissioning Program Approach
M&V Option
Savings Calc.
Method
Critical Attributes/Where Used
perform.” equipment changes
Option B
Based on periodic
or continuous
measurements
taken throughout
the term of the
contract at the
device or system
level.
Engineering
calculations
using
measured data
Improvement measures where actual savings (energy and cost) during
contract need to be determined, based on end-use
Involves long-term measurements for both performance and
operational factors
M&V can be performed at the equipment or system level and goes on
for the term of the project
Same procedures as Option A plus measurement of pre- and post-
installation energy use
Option C
Based on whole
building or facility-
level utility meter
or sub-metered
data adjusted for
weather and/or
other factors.
Analysis of
utility meter
data
Requires properly defined baseline conditions
Projects where actual savings (energy and cost) during contract need
determination, based on end-use
Savings are determined by whole-facility utility meter analysis and/or
computer simulation calibrated with utility billing data
Same procedures as Option A plus measurement of pre- and post-
installation energy use
Requires savings to be significant (>20% of baseline consumption)
Option D*
Based on
computer
simulation of
building or
process;
simulation is
calibrated with
measured data.
Comparison of
different
CONFIDENTIAL & PROPRIETARY
1
Poudre Fire Authority Station #8 - Commissioning
Scope of Work
This section describes services that McKinstry will perform during design, construction, and occupancy phases.
All services listed in the RFQP are included in the following Scope of Work.
FUNDAMENTAL COMMISSIONING OF BUILDING ENERGY SYSTEMS
Design Phase Commissioning Tasks
Develop and implement a project-specific commissioning plan that includes the Commissioning
Program Overview, Commissioning Team, and Description of Commissioning Process Activities that
shall include the following, at a minimum:
(1) Lead one commissioning kickoff meeting with the construction team. CxA will conduct meeting,
provide meeting minutes, and update the Cx Plan and distribute to the Commissioning Team.
(2) Review and provide written comments on the Testing, Adjusting and Balancing (TAB) Contractor’s
plan of execution.
Construction Phase Commissioning Tasks
Attend construction kickoff and introductory meetings. Attend OAC meetings as needed to stay
apprised of project status and assist in HVAC and energy related discussions. Lead meetings to
coordinate the Cx scope with the commissioning team members. We’re currently including 4 Cx
meetings.
Witness a quality-based sampling of mechanical equipment start-ups. In partnership with the design
team and Ft Collins personnel we will determine how to attend 2 startup events.
Review testing, adjusting and balance reports for completeness and deficiencies.
Coordinate the testing, adjusting and balancing verification. This effort includes verifying a random
sampling of the TAB report. TAB verification shall be attended by the Design team, the Owner, and TAB
Contractor. The CxA shall be responsible for coordinating with the Design Team to include this
verification requirement in the Contract Documents.
Execute and document the Functional Performance Testing. It is assumed that the Contractors will
execute the test procedures per the direction of the Commissioning Authority. We have included 3
days of functional testing.
(1) Prepare corrective action reports for deficiencies and follow up on the corrections by retesting
systems (or components) that failed the first verification test.
(2) Complete opposite season or deferred Functional Performance Testing to ensure functional
performance of heating and cooling systems.
CONFIDENTIAL & PROPRIETARY
2
Poudre Fire Authority Station #8 - Commissioning
Acceptance Phase Commissioning Tasks
Review and provide comments on contractor provided closeout materials
Coordinate and conduct training for O/M staff.
Complete a summary commissioning report including the signed-off and executed FPT procedures.
CONFIDENTIAL & PROPRIETARY
3
Poudre Fire Authority Station #8 - Commissioning
Envelope Air Barrier Performance Test Alternate:
CONFIDENTIAL & PROPRIETARY
4
Poudre Fire Authority Station #8 - Commissioning
CxA Submittals and Deliverables:
(1) Commissioning Plan
(2) Written comments on installation inspections*
(3) Functional Performance Test procedures
(4) Building tightness testing results as described above
(5) Written comments on verification of Functional Performance Testing results*
(6) Corrective action reporting for deficiencies found in verification testing*
(7) Summary Commissioning Report
Fee/Cost Proposal
Fundamental commissioning services for construction phase $13,380
Envelope – Add for Building Air Barrier Performance Test $6,600
PROJECT PACKAGE TOTAL $19,980
CONFIDENTIAL & PROPRIETARY
5
Poudre Fire Authority Station #8 - Commissioning
Terms and Conditions
PERFORMANCE OF WORK
McKinstry shall perform the scope of work (“Work”) specified herein. McKinstry shall furnish all services necessary to
perform the Work and perform the Work to completion diligently, expeditiously and with adequate forces. Customer shall
use its best efforts to provide all information, materials, documents, and assistance that is reasonably required for
McKinstry to perform any and all aspects of the Work.
PAYMENTS
Customer shall pay McKinstry the compensation specified herein (“Price”) for the value of Work that McKinstry has
completed, as the Work is completed. Customer shall pay McKinstry within fifteen (15) days of receiving an invoice.
McKinstry will be entitled to interest at the rate of 1.5 percent per month on all sums overdue and unpaid from the date
due.
WARRANTIES
Customer shall receive a one (1) year warranty that covers labor and materials provided by McKinstry as part of the Work.
This warranty commences on the date that the portion of the Work warranted is substantially complete. However, McKinstry
makes no warranty whatsoever regarding components of the Work provided by third parties, and in such case the terms of
the third party’s warranty, including manufacturers’ warranties, if any, shall apply between Customer and the third party.
The warranties in this section are exclusive and in lieu of all other warranties, whether express or implied.
TERMINATION
Either Party may terminate this agreement upon fifteen (15) days written notice to the other Party. In such case, the rights
and obligations of each Party that arose prior to the termination date shall survive such termination.
DISPUTES
I In case of dispute between the Parties, the Parties will attempt to negotiate a resolution. If a dispute remains unresolved
more than thirty (30) calendar days after the commencement of negotiation, and the Parties have not agreed to extend
such date, then the Parties shall pursue mediation. If any dispute remains unresolved more than sixty (60) calendar days
after the commencement of mediation, then either Party may pursue arbitration. No litigation will be commenced by either
Party unless all of the foregoing steps have been pursued to completion.
CHOICE OF LAW, VENUE
The validity, interpretation, and performance of this agreement shall be governed by the laws of the state in which the Work
is performed. The venue for resolving any dispute shall be the county in which the Work is performed.
FORCE MAJEURE
Neither McKinstry nor Customer shall be considered in breach of this agreement to the extent that the Party’s performance
is prevented by an event or events that are beyond the control of such party, including but not limited to acts of God, fire,
earthquake, flood, storm, war, rebellion, revolution, insurrection, riot, strike, nuclear contamination, and/or acts or threats
of terrorism.
CONFIDENTIAL & PROPRIETARY
CITY OF FORT COLLINS COMMISSIONING AUTHORITY
5. Fee/Cost Proposal
NO WAIVER
No waiver of any breach, failure, right, or remedy shall be deemed a waiver of any other breach, failure, right, or remedy,
whether or not similar, nor shall any waiver constitute a continuing waiver.
INTELLECTUAL PROPERTY
Intellectual property provided by McKinstry to Customer as part of the Work are instruments of service owned by McKinstry
and are not “work made for hire” as such term is defined under U.S. copyright law. When the Work is performed to
completion, McKinstry grants to Customer a limited license to use the Intellectual Property to operate, maintain, renovate,
and manage the subject matter of the Work.
DAMAGES LIMITATION
Neither party shall be liable to the other party for any consequential, indirect, special, incidental, exemplary, or similar,
damages or losses, including loss of profits, arising out of or relating to this agreement, whether based in contract or tort or
any other theory, even if a party has been advised of the possibility of such damages. Furthermore, the total aggregate
liability of either party, under any theory, is limited to the agreement price.
INDEMNIFICATION
McKinstry shall indemnify and hold harmless Customer from and against all third party claims, damages, losses and
expenses for bodily injury, sickness, disease, or death or destruction of tangible property, directly arising from McKinstry’s
performance of the Work, but only to the extent caused by the negligent acts or omissions of McKinstry.
SEVERABILITY, SURVIVAL
If any portion of this agreement shall be held invalid in whole or in part under any law, rule, regulation, or order, then such
portion shall remain in effect only to the extent permitted, and the remaining portions of the agreement shall remain in full
force and effect. Any invalid portions shall be substituted with an interpretation that most accurately reflects the Parties’
intentions.
AMENDMENT
This agreement may not be amended except pursuant to a written amendment signed by an authorized signer of each
Party.
COMPLETE AGREEMENT
This agreement, including the exhibits attached hereto, is a fully integrated agreement. Any legal terms and conditions
appearing elsewhere in this agreement shall be ignored to the extent they contradict or are inconsistent with the terms and
conditions contained in the foregoing numbered list. All previous agreements between McKinstry and Customer as to the
Work are superseded by this agreement.
calibrated
models
Use of a calibrated simulation tool to estimate “before” and “after”
energy use
Simulation of whole building or just end use
Building simulation model (e.g. DOE-2; eQuest), spreadsheet, or VSD
estimating program, etc.
Calibration is done by linking simulation inputs to actual operating data
and comparing the results with end-use or whole building data.
Calibration is used for new buildings and complex existing building
systems.
*Option D will, at minimum, be applied to The City of Fort Collins’ projects
Primarily verification activities such as physical assessment of
TRAINING OBJECTIVES
• Confirm operation and
maintenance manuals have
been turned over to the
proper people.
• All equipment locations have been
reviewed in the facility. This
includes operational
information as well as a
summary of maintenance
requirements.
• All system valves, clean-outs,
future stub-outs, etc., have
been reviewed and located for
the owner and
representatives.
• Complete review of the control
system including all
components, addressing
method, graphics, and system
programming.
• The contents of the O&M Manuals
have been reviewed so all
parties know what was done
and how the systems were
left.
• A list of "risk items" has been
reviewed with the owner to
disclose potential problem
areas and how they should be
addressed.
• A list of emergency procedures
and contacts are provided for
the owner to use 24/7.