Statement of Qualifications and Price Proposal for Building Commissioning Services State College Area School District High School Project Submitted to: State College Area School District 131 West Nittany Avenue State College, PA 16801 Attn: Mr. Ed Poprik January 8, 2015 Table of Contents Desired Qualifications ............................................................................................................... 3 Cover Letter ............................................................................................................................... 5 Firm Description ........................................................................................................................ 6 Name and Location of Firm – Facility Dynamics Engineering (FDE) ........................ 6 Firm Ownership and Length of Time in Business ....................................................... 6 Firm Size and History .................................................................................................. 6 FDE Corporate and Branch Offices ............................................................................. 6 Additional Services Available from FDE .................................................................... 6 Proposed Commissioning Authority .......................................................................................... 7 FDE Commissioning Team Member Attributes .......................................................... 7 FDE’s Commissioning Team ...................................................................................... 7 Project Availability and Commitment ......................................................................... 7 Project Team .............................................................................................................................. 8 Organizational Chart ................................................................................................... 8 Team Members Individual Profiles and References .................................................... 8 Building Commissioning Experience ...................................................................................... 23 LEED Project Experience .......................................................................................... 25 Relevant Team Experience ........................................................................................ 26 Project Approach ..................................................................................................................... 29 References and Work Samples ................................................................................................ 35 Millennium Science Complex ................................................................................... 35 Eastern York High School ......................................................................................... 35 Bill and Linda Gates Hall – Computer and Information Science .............................. 35 Interdisciplinary Science and Engineering Building ................................................. 36 Translational Research Center ................................................................................... 36 Work Samples ........................................................................................................... 37 Fee Proposal and Agreement ................................................................................................... 66 Proposed Form of Agreement Sample ....................................................................... 67 Fee Proposal Information .......................................................................................... 74 Facility Dynamics Engineering - Statement of Qualifications 2 Desired Qualifications 1) Acted as the principal CxA provider for at least three (3) projects over 40,000 sf during the past two (2) years. – FDE has commissioned over 2,000 projects over the past 25 years. Approximately 95% of our work is devoted to commissioning and we currently average over 250 commissioning jobs per year. Similar clients and projects include: Penn State University – Over 12 projects, Eastern York School District, University of Delaware – Interdisciplinary Science and Engineering Building, Cornell University – Over 50 projects including Life Sciences Technology Building and East Campus Research Building and University of Pittsburgh – Chevron Science Center and Mid Campus Renovations. 2) Significant experience in the operation and troubleshooting and applications of the USGBC’s LEED Green Building Rating System - FDE has been involved in LEED commissioning for over 12 years and has conducted over 290 projects where LEED certification was part of the commissioning objective. We have multiple LEED AP engineers on staff and many other engineers have attended LEED Training. 3) Extensive experience in the operation and troubleshooting of HVAC systems, energy management control systems and lighting controls systems– This is FDE’s core expertise. We are a nationally recognized authority on HVAC controls. In addition to our controls engineering expertise, we also have in-house field technicians who are trained in many of the most common DDC systems. We conceptualized, developed and help to maintain the website www.ddc-online.org. 4) Extensive field experience is required. A minimum of five (5) years in this type of work is required - FDE has been doing primarily commissioning work for over 25 years. The personnel proposed for this project average 15+ years executing Cx work and 25+ years in the industry. 5) Knowledgeable in building envelope design and construction – FDE has been involved in over 30 projects where Building Envelope Commissioning (BECx) has been included. Due to the specialty nature of building envelope commissioning, FDE subcontracts to BECx firms that mirror our ‘hands-on’ and field testing based approach to commissioning. For this project, FDE will use Architectural Testing, Inc. (ATI) as a subcontractor to perform all building envelope commissioning services. We have worked with ATI on several projects including the Fulton Bank Expansion project, University of Connecticut Health System and projects at Princeton University. Architectural Testing and FDE work as one Team with FDE acting as a Prime over any of the Commissioning tasks performed by ATI. Our intent is to integrate our BECx with the overall Cx activities so they are seen as a single service. While various activities are independent, all the documentation, etc. will be integrated to give the design and ownership teams a single source for information and tracking. FDE and ATI’s relationship spans several years and our approach toward commissioning are nearly identical. 6) Knowledgeable in building operation and maintenance and O&M Training – An O&M perspective and involvement have always been a key to the success of our company. A successful Cx process ideally will include involvement of the Owner’s O&M staff early in the design phase and throughout the duration of the project. The final important element to a complete project is the training that occurs near the completion of the project. Too often this training is overlooked or conducted in a manner that is not conducive to audience for which it is intended. Depending on our level of involvement, we have specified detailed training requirements, coordinated training during the commissioning of the project, or conducted the training. FDE has conducted over 250 training programs dealing with O&M, particularly in the controls arena. Conducting training programs is a significant segment of our business. As a standard part of Cx, we present Systems Overview training which includes the primary principles in O&M for the systems involved. We have authored procurement documents for O&M services and consult on maintenance contract management for complex facilities for National Institute of Health, DC Government, General Services Administration and the Environmental Protection Agency. Facility Dynamics Engineering - Statement of Qualifications 3 7) Knowledgeable in testing and balancing of both air and water systems - We have an extensive array of diagnostic equipment that rivals what a sophisticated TAB firm would utilize. We are all senior field savvy engineers and extensively trained at using that equipment and the TAB process for all types of systems. We do not rely on TAB firms to take key readings for our diagnostics. Our experience surpasses that of a typical certified TAB technician. 8) Experienced in energy-efficient equipment design and control strategy optimization – We have more than a dozen licensed professional engineers that range from an HVAC design background to HVAC research/application backgrounds, all experienced at energy efficient design. As stated previously, we are nationally recognized experts in HVAC controls. We are frequently used as a specialty consultant for controls designs. It would be hard to match our theoretical knowledge and practical experience at control strategy optimization. 9) Direct experience in monitoring and analyzing system operation using energy management control system trending and stand-alone data logging equipment – With deep expertise in DDC systems, we routinely use the on-board trending, querying, and diagnostic capabilities of all of the major DDC systems. In the field, it is not uncommon for FDE engineers to show the project control technicians functionality that they did not know their systems exhibited. More importantly,