Selection of Independent 3rd party Commissioning Consultant..DOC

Subj: Selection of Independent 3rd party Commissioning Consultant.. 06K2Z Agency: University of Wisconsin Institution: UW-Madison Municipality: Madison, Wisconsin Title: School of Human

Subj: Selection of Independent 3rd party Commissioning Consultant

Project No 06K2Z

Agency: University of Wisconsin

Institution: UW-Madison

Municipality: Madison, Wisconsin

Title: School of Human Ecology Addition and Remodeling

Contact Person: Jon Jenson, AIA

Description: DSF is seeking an independent 3rd 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

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 3 and to comply with U.S Green Building Council LEED

Silver EAp1 Fundemental Commissioning and EA3 Enhanced Commisssioning

 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 CxP Duties/Services

HVAC Electrical Life Safety Renewable Energy Systems Daylighting Controls

Owner’s Project Requirement (OPR)

Cx Issues submission phases Monthly

Cx Progress Reports Required at each phase milestone

Cx Progress Report reviewing body DSF

Basis of Design (BOD) development body Template by CxP, completed by A/E,

reviewed by CxP BOD review phases Concurrent with each design phase

deliverable Design Coordination Meetings Attendance by CxP at each meeting

required

each design phase (SD, DD, CD) by CxP Controls Integration Meeting Required

Training Program Requirement Summary Required, defined by occupying entity

and CxP

Cx Specifications Standard 17 00 03, 17 10 03 and 17 20

03 required and edited by CxP

Value Engineering Review Required, to be reviewed CxP

Pre-Construction Meeting Required, managed by DSF

Submittal Review body(s) for Cx systems A/E and CxP

Construction Verification Checklists Required

Construction Verification Checklist

Construction Verification Checklist format Electronic

Item/Task Description CxP Duties/Services

Construction Verification Checklist reviewing

Construction Verification Checklist completion

tracking body

CxP Construction Verification Checklist completion

reporting phases

Minimum of weekly

Construction Verification Checklist verification

Construction Verification Checklist verification

reporting phases

Minimum of every other week

Number of site visits required by CxP Minimum average of 3 per month for

duration of construction phase for project

Testing, Adjusting, and Balancing (TAB)

Verification

Required O&M Manual reviewing body DSF, A/E, CxP and agency

O&M Manual draft due phase 90 days prior to training

Training Program development body Contractor(s)

Training Program reviewing body A/E and CxP

Functional Performance Testing (FPT) Required

Functional Performance Testing development

Functional Performance Testing reviewing

Functional Performance Testing body Contractors and CxP

Commissioning Record development body CxP

Commissioning Record delivery phases Completion of FPT

Completion of seasonal testing Completion of warranty review Completion of lessons learned

Seasonal Testing development body CxP

Seasonal Testing body CxP and contractors

Lessons Learned Workshop development

body

CxP

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

Level

DSF (Owner )

Agency/

User

A/E CxP Contract

ors

Owner’s Project

-Design Coordination

-Controls Integration

-Training Program

Requirement Summary

Value Engineering

Review

Construction Verification

Checklists

Testing, Adjusting, and

Balancing (TAB)

Verification

Functional Performance

Task Cx

Level (Owner DSF

)

Agency/

User A/E CxP Contract ors

Lessons Learned

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