ASHRAE_Guideline_0-2019_ - Page 029
Extracted Content
E3. LIMIT OF RESPONSIBILITIES
The CxP is not responsible for design concept, design criteria, compliance with codes, design or general construction scheduling, cost estimating, or construction management. The CxP may assist with problem-solving or resolving nonconformance or deficiencies, but ultimately that responsibility resides with the general contractor and design professionals.
E4. FOCUS OF THE CX
The following systems and assemblies are the focus of the Cx:
- [ Insert list of systems and assemblies .]
E5. DESIRED QUALIFICATIONS
It is desired that the person designated as the CxP satisfy as many of the following requirements as possible:
a. Has acted as the principal CxP for at least three projects
during the past year. [ Note that the size of the project should be accounted for. Whereas one proposer may have completed ten projects, all small in size, another proposer that accomplished one large and complex project may have equal credentials .] b. Experienced in quality processes. c. Knowledgeable in building O&M training d. Excellent verbal and written communication skills; highly
organized and able to work with both management and trade contractors. e. A bachelor’s degree in [ insert discipline ] is strongly pre ferred and [ insert type ] certification or professional license is desired. f. The CxP’s firm will demonstrate depth of experienced personnel and capability to sustain loss of assigned personnel without compromising quality and timeliness of performance. g. The CxP will be an independent contractor and not an
employee or subcontractor of the general contractor or any other subcontractor on this project, including the design professionals. h. [ Insert any qualifications or special requirements for a
specific system or assembly .]
E6. INSTRUCTIONS TO PROPOSERS
A proposer must propose to execute all phases of the Cx in a single proposal. The proposal must be signed by an officer of your firm with the authority to commit the firm and must include the following information:
a. List the key individual who will be the CxP for this con tract and describe his or her relevant qualifications and experience. This information is required in addition to any detailed resumes the proposer submits. The contract will require that this individual be committed to the project for its duration. b. Provide project and professional references and experi ence for three to five commissioning projects for which the proposer was the principal CxP in the last three years. Include a description of the projects, identify when the proposer came into the projects, and describe the involve
ment of each individual on the proposer’s team in the projects. For each project, attach a sheet that includes the name and telephone number of the Owner’s project manager, construction manager, facility administrator of the building, the design professionals, and the contractors. c. Describe any experience of the proposer’s team in the fol lowing areas. List each party’s involvement.
- Quality process experience
- O&M experience
- Design experience
- Life-cycle costing
- [ Insert other system or assembly specific experience requirements .] d. Describe your proposed approach to managing the project
expertly and efficiently, including your team participation. Describe what approach you will take to integrate the Cx into the normal design and construction process in order to make it business as usual. e. Describe what you will do to foster teamwork and cooper ation from contractors and designers and what you will do to minimize adversarial relationships. f. Describe how your work will facilitate the use of your product as a prototype that may be subsequently used by the Owner in future projects, including access to the electronic versions of all documents and forms. g. As an attachment, provide the following work products
that members of the proposer’s team wrote:
- Cx Plan that was executed
- Integrated commissioning specifications
- Electronic issues and resolution log
- Construction checklists
- Test procedure that was executed h. [ Insert any other desired instructions .]
E7. SELECTION CRITERIA
The submitted proposals will be reviewed and ranked according to the following (items from the above numbered list):
a. Key individual experience 20 points b. Staff experience 15 points c. Similar project experience 20 points d. Team experience in related skill areas 15 points e. Management approach 20 points f. Work examples 10 points
100 points
Reference checks will not be scored individually but may be used to supplement all categories. The Owner reserves the right to eliminate or change the weight of extremely high or extremely low fee proposals.
E8. SUBMISSION AND SELECTION
Consultants will submit __________ [ quantity ] copies of the written proposal, to be received in the Owner’s office at ______________________________________ [ address ] by ________________________ [ date and time ]. Late proposals will not be accepted.
Review and selection process …
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