MEMO STATE OF WISCONSIN Department of Administration Division of State Facilities (DSF) Date: June 25, 2007 Subj: Selection of Independent 3rd party Commissioning Consultant Project No 06K2Z Agency: University of Wisconsin Institution: UW-Madison Municipality: Madison, Wisconsin County: Title: Dane School of Human Ecology Addition and Remodeling Contact Person: Jon Jenson, AIA Description: DSF is seeking an independent rd party commissioning agent to comply with U.S Green Building Council LEED Silver EAp1 Fundamental Commissioning and EA3 Enhanced Commisssioning The commissioning provider (CxP) shall have documented commissioning authority experience in at least two building projects The CxP shall report results, finding, and recommendations directly to the Owner (DSF) The project is an academic and preschool laboratory building The construction budget is approximately $36,000,000 and the total project cost of $47,950,000 The project will be bid in two phases: new addition in summer of 2009 and the renovation in summer 2011 Project Schedule (Approximate): Programming Phase Start: July 2007 Design Phase Start: Dec 2007 Construction Start: Addition: July 2009 Construction Start: Renovation: July 2011 Construction Completion: July 2013 10 month after Substantial Completion: May 2014 The State of Wisconsin, Department of Administration (DOA) , Division of State Facilities (DSF), (hereafter, State) intends to retain the services of a qualified independent Commissioning consulting firm with a national perspective to provide Commissioning Services for the School of Human Ecology Addition and Renovation, located at the University of Wisconsin-Madison, in Madison, Wisconsin The services provided by the successful Firm will include, but not be limited to those listed for DOA/DSF Cx Level and to comply with U.S Green Building Council LEED Silver EAp1 Fundemental Commissioning and EA3 Enhanced Commisssioning 06K2Z - UW Madison SoHE Commissioning Provider RFQ 10/18/22 Commissioning the systems (per table below) in this facility to verify that all systems reflect the State of Wisconsin Design Standards and Owners Project Requirements; that systems are complete; and that systems are functioning properly upon occupancy; That facility staff have adequate system documentation and training The CxP shall provide the following services: Item/Task Description Cx Provider (CxP) Manager of Cx Process Cx Systems Owner’s Project Requirement (OPR) Development OPR reviewing body OPR maintaining body Cx Plan development body Cx Plan submission phases Cx Issues development body Cx Issues submission phases Cx Progress Reports Cx Progress Report reviewing body Basis of Design (BOD) development body BOD review phases Design Coordination Meetings Design Reviews Controls Integration Meeting Training Program Requirement Summary Cx Specifications Pre-Bid Meeting Value Engineering Review Pre-Construction Meeting Submittal Review body(s) for Cx systems Construction Verification Checklists Construction Verification Checklist development body Construction Verification Checklist format CxP Duties/Services Party CxP DSF Plumbing and Fire Protection HVAC Electrical Life Safety Renewable Energy Systems Daylighting Controls Workshop rd DSF and agency CxP CxP Monthly CxP Monthly Required at each phase milestone DSF Template by CxP, completed by A/E, reviewed by CxP Concurrent with each design phase deliverable Attendance by CxP at each meeting required Minimum of one review at completion of each design phase (SD, DD, CD) by CxP Required Required, defined by occupying entity and CxP Standard 17 00 03, 17 10 03 and 17 20 03 required and edited by CxP Required Required, to be reviewed CxP Required, managed by DSF A/E and CxP Required CxP Electronic 06K2Z - UW Madison SoHE Commissioning Provider RFQ 10/18/22 Item/Task Description Construction Verification Checklist reviewing body Construction Verification Checklist completion tracking body Construction Verification Checklist completion reporting phases Construction Verification Checklist verification body Construction Verification Checklist verification reporting phases Number of site visits required by CxP Cx Meetings As-built reviewing body Testing, Adjusting, and Balancing (TAB) Verification O&M Manual reviewing body O&M Manual draft due phase Training Program development body Training Program reviewing body TAB Verification body Functional Performance Testing (FPT) Functional Performance Testing development body Functional Performance Testing reviewing body Functional Performance Testing body Commissioning Record Commissioning Record development body Commissioning Record delivery phases CxP Duties/Services A/E, DSF, agency and contractors CxP Minimum of weekly CxP Minimum of every other week Minimum average of per month for duration of construction phase for project Required for each site visit A/E and CxP Required DSF, A/E, CxP and agency 90 days prior to training Contractor(s) A/E and CxP CxP Required CxP A/E, DSF and contractors Contractors and CxP Required CxP Completion of FPT Completion of seasonal testing Completion of warranty review Seasonal Testing Seasonal Testing development body Seasonal Testing body Warranty Review Warranty Review body Lessons Learned Workshop Lessons Learned Workshop development body Completion of lessons learned Required CxP CxP and contractors Required CxP Required CxP 06K2Z - UW Madison SoHE Commissioning Provider RFQ 10/18/22 For a clarification of roles and responsibilities of the primary team members, the following matrix is to be followed OWNER, AGENCY/USER, A/E, CxP, CONTRACTORS RESPONSIBILITY MATRIX Legend A Attend or participate in scheduled meeting, event, etc C Complete, witness or verify construction, test, etc D Develop or produce deliverable for task M Maintain or update deliverable for task R Review, comment or provide input for task Task Owner’s Project Requirements Cx Plan Cx Issues Cx Progress Reports Basis of Design Design Coordination Meetings Design Reviews Controls Integration Meeting Training Program Requirement Summary Cx Specifications Pre-Bid Meeting Value Engineering Review Pre-Construction Meeting Submittal Review Construction Verification Checklists Field Verification Cx Meetings As-built Review Testing, Adjusting, and Balancing (TAB) Verification O&M Manual Review Training Program Functional Performance Testing (FPT) Commissioning Record Seasonal Testing Cx Level Agency/ User A/E CxP Contract ors DSF (Owner ) R R R D, M - 3 3 R R R R A R A R D, M A D, M D, M D R A R R - 3 R A R A R A R A - R D - D - 3 R R R R A D, R D A R A D, R 3 A R R A R R A R D, C A D, R R, C 3 3 A - A - A R R C A R C A D C 3 R R R A R R R R R R D, C D D R, C 3 R R R R R D D, C R, C 06K2Z - UW Madison SoHE Commissioning Provider RFQ 10/18/22 Task Warranty Review Lessons Learned Workshop Cx Level 3 DSF (Owner ) A Agency/ User A/E CxP Contract ors A A R A C D, A R A Note: Commissioning documentation shall be prepared using Microsoft Word, Excel, Access and PowerPoint Any drawing shall be prepared using the AutoCAD R2000 or later All computer generated drawings and documentation must be compatible with the Owner’s computer equipment and software All Commissioning material shall be submitted in electronic form, either in source or PDF form Provide documentation of expertise and qualifications for the Firm and the individual qualifications of the Firm’s (CxP’s) representative(s) designated as key personnel to be assigned to the State if selected as the successful Firm (CxP) Provide a detailed response of the Firm’s past commissioning experience Each qualifications statement shall be treated with confidentiality by the State of Wisconsin staff There will be no response to inquiries regarding another Respondent’s qualifications statement A single Firm (CxP) will be selected to provide Commissioning services for this project The primary role of the successful Firm is to develop and coordinate the execution of a Commissioning plan, observe and document performance, and determine whether systems are functioning in accordance with the owner’s project requirements and in accordance with the contract documents Additionally, the successful Firm (CxP) will assist with problem-solving or resolving non-conformance or deficiencies, though those responsibilities reside with the Contractors and Design Consultants Agency Contact: Jon Jenson, jon.jenson@wisconsin.gov, 608.267.7985 ... body Commissioning Record Commissioning Record development body Commissioning Record delivery phases CxP Duties/Services A/E, DSF, agency and contractors CxP Minimum of weekly CxP Minimum of every... Completion of lessons learned Required CxP CxP and contractors Required CxP Required CxP 06K2Z - UW Madison SoHE Commissioning Provider RFQ 10/18/22 For a clarification of roles and responsibilities of. .. CxP A/E, DSF and contractors Contractors and CxP Required CxP Completion of FPT Completion of seasonal testing Completion of warranty review Seasonal Testing Seasonal Testing development body Seasonal