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EFFECTIVE COMMISSIONING PROPOSALS

EFFECTIVE COMMISSIONING PROPOSALS. Presented To: High Performance Buildings 2006 Las Vegas, April 7, 2006 Presented By: Rebecca T. Ellis, PE LEED® AP, CCP, CxA President. General. “Commissioning Plan begins with your proposal.” -Jim Magee, CxA

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EFFECTIVE COMMISSIONING PROPOSALS

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  1. EFFECTIVE COMMISSIONING PROPOSALS Presented To: High Performance Buildings 2006 Las Vegas, April 7, 2006 Presented By: Rebecca T. Ellis, PE LEED® AP, CCP, CxA President

  2. General • “Commissioning Plan begins with your proposal.” -Jim Magee, CxA • Reference Appendix A of ACG Commissioning Guidelines

  3. Presentation Overview • Pre-Qualify the Opportunity • What do you Know? • Proposal Contents • Fee Development • Risk Management

  4. RFQ vs. RFP • RFQ • Qualifications Only • RFP • Qualifications • Project-specific approach • Fee Proposal Team Approach

  5. Pre-Qualify the Opportunity • RFP Quality • Phone call • 1 page letter • Formal and detailed • Boiler plate • Customized • Appropriateness to size/scope of project

  6. Pre-Qualify the Opportunity • RFP Process • Pre-proposal meeting • Time allotted for proposal preparation • Interviews

  7. 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

  8. Pre-Qualify the Opportunity • Selection Criteria • Location • Fee • Qualifications/Experience • Approach • Staffing capability

  9. What do you Know? • What is Commissioning? • Defined in the RFP • Not Defined in the RFP • Voluntary Alternates

  10. What do you Know? • Project Status • Pre-Design • Mid-Design • End of Design • Early Construction • Late Construction • Post Construction

  11. What do you Know? • Project Delivery Method • Design-Bid-Build • Design-Build • Fast Track • Multiple Bid Packages • Multiple Prime Contractors

  12. What do you Know? • Project Documents Available to Proposers • Schedule • Program • Design Intent or Performance Rqmts • Design Drawings • Specifications

  13. Proposal Contents • Defined in RFP • Not Defined in RFP

  14. Proposal Contents • Firm Introduction • Approach to Commissioning • Philosophy • How will you do the project? • What differentiates you from others?

  15. Proposal Contents • Team • Organization chart • Roles & responsibilities • Resumes • Past Experience & References

  16. Proposal Contents • Fee Proposal • $ • Assumptions • Exclusions • Terms

  17. Fee Type • Fixed Fee • Not-to-Exceed Maximum • Time & Material with no Maximum

  18. Fee Development • Format defined in RFP? • Matrix • Activities • Hours per activity • Average hourly rates • Rule-of-Thumb • Experience-Based • Expenses

  19. Risk Management Assumptions Sampling Strategies Number of Meetings and/or Site Visits Number of Design Reviews Retesting

  20. Risk Management Other Team Member Responsibilities Owner A/E Firm Installation Contractors Controls Contractor TAB Contractor

  21. Risk Management Beware of “Ensure” What can you Control? Motivating other Team Members

  22. Discussion

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