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Home My WebLink About19-026 - Keithly Barber Associates - Public Safety Plan Construction Commissioning for Justice Center and Fire Stations 51 and 52J'i -J Ir 906 qS• City of Tukwila 6200 Southcenter Boulevard, Tukwila WA 98188 Agreement Number: 19-026(c) CONTRACT FOR SERVICES Amendment No. 3 Between the City of Tukwila and Keithly Barber Associates, Inc. That portion of Contract No. 19-026 between the City of Tukwila and Keithly Barber Associates, Inc. is hereby amended as follows: Section 1 Project Designation: The Consultant is retained by the City to perform Architectural Design and Planning services in connection with the project titled Tukwila Public Safety Plan, Justice Center, Fire Station 51 and Fire Station 52 sites. Section 2 Scope of Services: The Consultant agrees to perform the services, identified on Exhibit "A" attached hereto, including the provision of all labor, materials, equipment and supplies. Section 4 Payment. The Consultant shall be paid by the City for completed work and for services rendered under this Agreement as follows: Payment for the work provided by the Consultant shall be made as provided on Exhibit "A" attached hereto, provided that the total amount of payment to the Consultant shall not exceed $150,898 (including estimated expenses) without express written modification of the Agreement signed by the City. The total fee for additional services related to Amendment No. 3 are $18,173. All other provisions of the contract shall remain in full force and effect. Dated this 12th day of February , 2021 CITY OF TUKWILA CONSULTANT Ctfffeztt S�g Allan Ekberg, Mayor 02/12/2021 Jeremy Fugere, Principal ATTEST/AUTHENTICATED APPROVED AS TO FORM C/t/t&7e-y 676 ,qty e.,15, ea vla 3eamlessDocs.com Q$ad Christy O'Flaherty, MMC, City Clerk Office of the City Attorney CA Revised December 2016 1/1 Page 1 of 1 OA poi X Keithlly Barber Associates AUTHORIZATION FOR SERVICES Tukwila Justice Center Solu To: Ethan Bernau From: Jeremy Fugere Date: 11/19/20 Client: City of Tukwila Description of Services: This contract modification request is being provided because of the contractors' lack of preparedness to demonstrate passing Functional Performance Test demonstrations. As a result, additional Cx Meetings, back - checking, and FPT sampling is required. The following remaining services and deliverables still need to be performed to close out this project: Fee: Not to exceed the following estimate without written authorization: Witness remaining FPTs $10,372 Additional Testing & Back -Checking Allowance $3,456 Provide Systems Manual $1,075 Post -Occupancy Review Site visits $710 Post -Occupancy Review Site Reports and Coordination $720 Provide Final Cx Report & Record $975 General Project Management $865 Total CxA Labor & Expenses $18,173 Submitted by: Signature: via Email Date: Acceptance: Keithly Barber Associates is authorized to perform the professional services described in this proposal. Page 1 of 2 poi Keithlly Barber Associates AUTHORIZATION FOR SERVICES Tukwila Justice Center Solutions or Petie4ttildings Name / Company / Title (print): Signature: Date: Page 2 of 2 City of Tukwila 6200 Scuthcenter Boulevard, Tukwilla WA 981 Agreement Number: -026(b) CONTRACT FOR SERVICES Amendment No. 2 Between the City of Tukwila and Keithly Barber Associates, Inc. That portion of Contract No. 19-026 between the City of Tukwila and Keithly Barber Associates, Inc. is hereby amended as follows: 3. Duration of Agreement; Time for Performance. This Agreement shall be in full force and effect for a period commencing upon execution and ending December 31, 2021, unless sooner terminated under the provisions hereinafter specified. Work under this Agreement shall commence upon written notice by the City to the Consultant to proceed. The Consultant shall perform all services and provide all work product required pursuant to this Agreement no later than December 31, 2021 unless extension of such time is granted by writing by the City. The duration of the contract is now through December 31, 2021, unless modified by supplemental agreement. All other provisions of the contract shall remain in full force and effect. Dated this 23 CITY OF TUKVVILA C. -4(C~ 065e/eg day of Key: Sce40.912,2959,1ceS82ficaSSetd9,917,"" November AIIan Ekberg, Mayor 12/08/2020 ATTEST/AUTHENTICATED c134.€4t-9 6,677(cth&t.t-9 Christy 0°Flaherty, MMC, City Clerk CA Revised December 2016 CONTRACTOR , 2020. Jeremy Fugere, Principal APPROVED AS TO FORM c q...9awee Office of the City Attorney ,21 Page 1 of 1. City of Tukwila 6200 Southcenter Boulevard, Tukwila WA 98188 Agreement Number: 19-026(a) CONTRACT FOR SERVICES Amendment No. 1 Between the City of Tukwila and Keithly Barber Associates, Inc. That portion of Contract No. 19-026 between the City of Tukwila and Keithly Barber Associates, Inc. is hereby amended as follows: Section 1 Pr • D i • n i • n• The Consultant is retained by the City to perform Architectural Design and Planning services in connection with the project titled Tukwila Public Safety Plan, Justice Center, Fire Station 51 and Fire Station 52 sites. Section 2 Sco • e of Services: The Consultant agrees to perform the services, identified on Exhibit "A" and Exhibit "B" attached hereto, including the provision of all labor, materials, equipment and supplies. Section 4 Payment. The Consultant shall be paid by the City for completed work and for services rendered under this Agreement as follows: Payment for the work provided by the Consultant shall be made as provided on Exhibit "A" and Exhibit "B" attached hereto, provided that the total amount of payment to the Consultant shall not exceed $132,725 (including estimated expenses) without express written modification of the Agreement signed by the City. The total fee for additional services related to Amendment No. 1 are $36,434 ($33,772 + $2,493 + $89 + $38 + $42). All other provisions of the contract shall remain in full force and effect. Dated this CITY OF TUKWILA day of CA Revised December 2016 CONSUL "ANT / , 2019 Jere/hi , Principal Pagel oft irit17-affer)! I Ji.111.111111111111111111.11.111111' '11 111111111111111111111111111111111111111111,1,1,1,1,1,11,11111111" ,5,60/6 5.4,00410., %.191 Keithly Barber Associates and Toombs & Associates Ili0000000000 1111111111101010111111000000011 1110 11011 1) ouoio 11111000000 „„. 111 .,„.,,,„,,,,...„:„.,,„1„,1,,,,,11,1,1,14.11.1.1.11,11,11,111,111),111,1(,)))))))))))))))))41111 1111 1111111111111111111111 f City of Tukwila Public Safety Plan Projects Tukwila, WA 11d 11).411,0400 December 71h, 2018 Commissioning Services Statement of Qualifications & Proposal for Fire Stations 51 & 52 and Justice Center Solutions for Better Buildings Keithly Barber Associates, Inc. Corporate Headquarters: 565 Andover Park West, Suite 101, Tukwila, WA 98188 Tel: 206.865.8254 Fax: 206.246.1691 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 1. Table of Contents 1. EXECUTIVE SUMMARY 2 2. COMPANY PROFILE 3 3. PROJECT APPROACH AND METHODS 6 4. TEAM AND TEAM ORGANIZATION 7 5. AVAILABILITY AND CAPACITY 12 6. PRICING 12 Keithly Barber Associates, Inc. Table of Contents City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 2. Executive Summary Attn: SOJ, Owner's Representative Re: City of Tukwila Fire Station 51, 52 and Justice Center Cx Services KBA Point of Contact: Jeremy Fugere, CCP, LEED AP BD+C — Principal. Tel: (206) 835-8254. Email: mm Address: 565 Andover Park West, Suite 101, Tukwila, WA 98188. Keithly Barber Associates (KBA) is a Tukwila, Washington based commissioning firm with in-house mechanical, electrical and automated control systems expertise. Our portfolio includes projects ranging in size from a few thousand to over a million square -feet, utilizing project delivery methods from spec/bid/build through design/build and assist, and highly collaborative approaches involving team co - location sites. Our services are provided in accordance with the highest professional commissioning standards, including the Building Commissioning Association's (BCxA) Essential Attributes and Best Practices, and ASHRAE Commissioning Guidelines. KBA helps Owners and Project Teams obtain new and existing building systems that continuously function in accordance with the Owner's requirements. Our team of honest, hardworking, highly experience and creative commissioning professionals accomplish this efficiently, effectively and fairly by expertly listening, considering and collaborating. KBA's proposed team has specific experience with Courthouses, Correctional Facilities and Fire Stations, including the Skagit County Community Justice Center, Stafford Creek Corrections Center, King County Children and Family Justice Center and the Snohomish County Courthouse. In addition to these projects, as a company, KBA has also provided commissioning services for the Kitsap County Jail and Los Angeles County's Men's Central Jail. In addition to these projects, KBA commissioned 70+ State and Municipal government projects of varying types; 26 of which were project managed by either Jeremy Fugere or Myra Ferriols (all on our proposed project team). Members of our proposed team have also commissioned 5 fire stations for the City of Seattle, including Fire Station 10 and Emergency Operation Center, as well as the Seattle Public Utilities Operations Command Center. As a result of our operations command center work, and our many other mission critical projects, such as data centers and medical facilities, we fully grasp the role commissioning plays in providing resiliency and risk management for the mission critical systems associated with the Tukwila public safety buildings. Being located in Tukwila, KBA is particularly eager to participate in these projects, which serve our community with such importance. Our location, within minutes of each project, places us in a unique position to provide cost-effective, high-level service and the frequent on-site coordination associated with efficient commissioning. As a result, we believe that a partnership between the City of Tukwila and KBA will enhance the new construction courthouse and fire station projects by providing assurance that the facilities are served with efficient systems that minimize energy waste and negative environmental impacts and provide a safe, healthy and comfortable environment for occupants. Thank you for the opportunity to submit our proposal. Please don't hesitate to get in touch if you have any questions regarding the enclosed information. We hope to work with you and your team in the near future. Kind regards, Jeremy Fugere, CCP, LEED AP BD+C KBA Principal Keithly Barber Associates, Inc. Executive Summary — Page 1 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 3. Company Profile 1. Identification of Firm a) Address: 565 Andover Park West, Suite 101, Tukwila, WA 98188 b) Telephone: 206-835-8254 c) Email d) Date Established: 1996 2. Areas of Specialization & Expertise: KBA is an employee owned, commissioning specialty firm with in-house mechanical, electrical and automated control systems capability. We commission both new and existing building systems. Our team of 9 Cx providers has completed 480 projects since 1996, ranging from a few thousand to a million square -feet in the U.S. and abroad. Each of our technical staff have an average of 25 years of experience designing, installing, operating, troubleshooting and commissioning building systems of all types. Our firm is a Certified Small Business Enterprise (SBE) and is certified under King County's Contracting Opportunities Program for Small Contractors and Suppliers. Eight (8) of our 9 CxA's, including our 2 proposed primary commissioning providers are both BCxA/ BCCP Certified Commissioning Professionals (CCP's). The CCP was the first commissioning certification to comply with the WA State Energy Code. 3. Total Size and Breakdown of Firm: KBA employs 9 technical staff and 3 administrative staff. A company organizational chart is included below. Kent Gather Managing Principal Senior Project Manager P E. LEED AP. CCP Sarah Stewart Marketing Administrator Rebeca De Jesus Financial Administrator Luba Tiurin General Office Administrator Senior Project Managers Ryan Hay P.E,'ZED AP CCP Jeremy Fuge•e LEED AP BD.0 _C Senior Commissioning Professionals Project Managers Myra Feniols LEED AP, CCP Commissioning Professionals Patrick Berdick CCP, IEE() AP Technical Commissioning Provider Wes Ellis Joe Warren CCP Ker IcKeribs P E CCP 4. Previous Project Experience: The team we are proposing for this project has commissioned 70 public safety facilities, including, 5 fire stations and 36 justice and detention facilities. Examples of these projects are summarized below. In addition to 5 projects completed within the last 5 years, we Keithly Barber Associates, Inc. Company Profile — Page 2 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates have included 2 projects that were completed over 5 years ago, and 3 that are in progress, because they seem particularly relevant: Snohomish County Courthouse Addition and Renovation, (Everett, WA). Scheduled for completion in 2021, Jeremy Fugere is the Cx Project Manager, assisted by Myra Ferriols. This 29,000 square -foot addition, plus renovation, includes: Jury Assembly, Sheriff and District Court administrative offices, Criminal Hearings courtroom, secure staff and in -custody circulation in selected courtrooms, Superior Court Trial Courtroom, and updating accessibility in selected courtrooms. Construction involves working within an occupied and functioning courthouse and complex phasing. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems to be commissioned include HVAC systems and controls (including integration with the fire alarm system); fire protection systems; plumbing systems (including drainage systems, domestic water heating system and natural gas system); emergency power generator; lighting controls; access controls and alarm monitoring system; video surveillance system and irrigation system controls. Fire and Rescue Station 72 for Central Pierce Fire and Rescue (Puyallup, WA). Due for completion in June 2019, Myra is the Cx Project Manager/Primary CxA for this design -build project consisting of an approximately 16,500 square -foot, single -story fire and rescue station which includes 12 sleeping rooms, kitchen, dayroom, apparatus bays, multipurpose meeting room, shower/restrooms and support spaces. Services and deliverables were as specified for the Tukwila Public Safety Plan projects, with the exception of the post occupancy review. Systems to be commissioned include HVAC and refrigeration systems and local controls (including integration with the alarm system); plumbing (including gas solenoid valves and hot water heating, pumping and mixing controls); lighting controls (including interior and exterior lighting controls) and power service and distribution. King County Children & Family Justice Center for King County Washington (Seattle, WA). Currently in progress, Jeremy Fugere is the Cx Project Manager for this 229,000 square -foot new construction courthouse, juvenile detention center and parking structure. The CxA team includes Myra Ferriols, Wes Ellis and Patrick Berdick as Field CxA's. The project is pursuing LEED Gold NC -v4.2 EAp1 Fundamental Commissioning and NC v4.2 EAc1 Enhanced Commissioning. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems under commission include HVAC and controls (including integration with the fire alarm system); lighting controls; domestic hot water heating and pumping and mixing controls; fire alarm system; electrical distribution system; emergency generator systems; transfer switches; video surveillance system; electronic safety and security; detention security electronic systems; integrated audio -video systems; integrated projection screens; intercommunications and programming systems; assistive listening system and irrigation system. Skagit County Community Justice Center for Skagit County (Mount Vernon, WA). Completed in 2018, Myra Ferriols was the Cx Project Manager/Primary CxA for the new construction of 243,000 square -foot community justice center with 400 bed capacity. She was assisted by Jeremy Fugere, Patrick Berdick, and Wes Ellis. The project included spaces for rehabilitation programs and training, health and psychological services and food preparation and laundry facilities. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned included HVAC systems and controls (including integration with the fire alarm system); service, domestic and process hot water heating, pumping and mixing controls; kitchen refrigeration; lighting controls, including interior and exterior and envelope air barrier testing. Keithly Barber Associates, Inc. Company Profile — Page 3 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates Point Defiance Zoo SAMi Education Center, Tacoma Public Schools. Construction completed in 2018. Myra Ferriols is the Cx Project Manager/Primary CxA for this project (completed except for the post occupancy review). Myra was assisted during the design phase by Jeremy Fugere. The project is a 30,000 square -foot, environmental education center located inside the Point Defiance Zoo. It houses 8 teaching stations and science labs, a fabrication shop, discourse spaces, a large collaborative area and administrative spaces. Services and deliverables are as specified for the Tukwila Public Safety Plan projects. Systems commissioned include VRF HVAC, ducted and un - ducted fan coil units coupled with central outdoor heat pumps and individual energy recovery ventilators for each VRF fan; domestic hot water provided by gas fired water heaters with recirculation pumps; interior and exterior lighting controls that are integrated with the HVAC control systems. Seattle Fire Station #8. Completed 2013. Jeremy Fugere was the Cx Project Manager/Primary CxA for this 2 -story, 7,790 square -foot fire station renovation. Services and deliverables were as specified for the Tukwila Public Safety Plan projects, with the exception of the post occupancy review. Systems commissioned included HVAC and controls, including integration with the fire alarm system; lighting controls, domestic hot water pumps and mixing controls, backup/emergency power, and plumbing trap primers. Seattle Fire Station #14. Completed 2013. Jeremy Fugere was the Cx Project Manager/Primary CxA for this full renovation and seismic upgrade to an existing 17,584 square -foot fire station, originally constructed in 1926. Achieved LEED Silver certification. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned were HVAC (including VRF) & controls, including integration with the fire alarm system; lighting control, and domestic hot water heating, pumping and mixing controls. Seattle Fire Station #40. Completed 2013. Jeremy Fugere was the Cx Project Manager/Primary CxA for this 5,000 square -foot fire station renovation and seismic upgrade. Services and deliverables were as specified for the Tukwila Public Safety Plan projects, with the exception of the post occupancy review. Systems commissioned included HVAC & controls, including integration with the fire alarm system; interior lighting controls, and domestic hot water heating, pumping and mixing controls. Fire Station #10 (Seattle, WA). Completed in 2009, Jeremy Fugere was the Cx Project Manager/Primary CxA for this 63,000 square -foot renovation facility housing a fire station operations area, a fire alarm dispatch center, and an emergency operations center. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned included HVAC related equipment and control systems, lighting control system and backup and uninterruptable power systems. Received LEED Silver certification in 2009. Seattle Public Utilities Operation Command Center Upgrade (Seattle, WA). Completed in 2008, this 28,753 square -foot center was fully remodeled for the purpose of upgrading the systems. Myra Ferriols was the Primary CxA. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned were all HVAC systems, lighting controls and domestic hot water. Project received LEED Gold certification in 2010. Keithly Barber Associates, Inc. Company Profile — Page 4 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 4. Project Approach and Methods Briefly discuss your approach and techniques proposed for this project. Managing Projects Simultaneously and Expeditiously: Our approach to managing the 3 projects simultaneously is described under Team Organization, in the Team and Team organization section of this proposal. We refer you to this section to avoid repetition. Inte,rating Cx Requirements with the Design Consultant and Project Team: At its most fundamental level, building commissioning is performed to confirm and document that a building performs in accordance with its functional requirements. However, delivering a building that functions per the Owner's requirements is really the goal of any reputable project team, in its entirety. Emphasizing this common goal provides significant leverage for integrating Cx into the overall project, such that the entire team takes ownership of the commissioning process and its' success. Cooperative commissioning of this type requires the team to support the commissioning plan and specifications, which are logical, project -specifically designed and enforceable. These must be understood by the team and fairly and consistently enforced. KBA's first order of CxA business will be to quickly complete the Cx Process Plan and present it to the team. We suggest that each design team member review and comment on the plan. A final plan is then developed based on review comments and related negotiation. We suggest that each design Cx team member then sign the working plan to indicate acceptance and agreement to follow the process. The construction phase portion of the plan is then fully included in the project's specifications utilizing commissioning specific specifications, and by integrating commissioning requirements into related spec sections. Specifications will focus on project -specific clarity and enforceability, avoiding unnecessary boilerplate. Above all the Cx process, plan and specifications must be evenly and rigorously enforced, and foster a culture of doing things right the first time, addressing issues immediately as they arise. Developing Performance Requirements which are Measurable and Verifiable: Measurable and verifiable performance requirements are the foundation of any valid Cx process, as measurable and verifiable test acceptance criteria and repeatable test procedures are what validate the Cx process. A good CxA begins focusing from the very inception of the Cx process on identifying and documenting what requirements need to be defined, and immediately begins tracking their development through verification as Cx acceptance criteria. Defining basic user requirements, such as room temperatures and lighting level are fairly straightforward and typically a part of any programming agenda; though the CxA's experience in developing commissioning related project requirements adds value to this process. Often, however, a greater challenge exists in defining performance metrics for such things as operator and occupant interface with controls systems and equipment. Developing practical and achievable performance criteria and metrics requires close collaboration between the project's managers, designers, and the buildings future user groups and operators. To this collaborative effort, the CxA brings a focus on how we are going to test and verify the concepts and the skillful use of facilitating documents. Concepts and high-level goals are documented in the OPR; then developed into quantifiable requirements and specific implementation strategies, which are developed and documented with the BOD documentation and the LEED required 'Current Facilities Requirements' and 'Operations & Maintenance Plan'. The final steps in fine tuning the performance requirements and strategies come while working out detailed control logic and integration in conjunction with developing repeatable functional testing procedures. Quality Control: KBA's general philosophy regarding Cx QA/QC focuses on 'doing things right the first time'. Our Cx Quality Management Pian will be included as an integral part of our overall Cx Process/Management Plan. We formally and vigilantly identify, track and resolve coordination items through every step of the process, always trying to anticipate issues in advance. We use work/document development coordination forms to submit written requests for coordination and information from all project team members. Design reviews utilize similar documentation. Written responses from the team Keithly Barber Associates, Inc. Project Approach and Methods — Page 5 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates are required per the Cx Plan and specifications. Issues affecting project quality, process, schedule and budget are identified and explained for written owner input and direction before issues are checked off as resolved. Pending issues of this type will be included as a part of all progress reports. Work products and deliverables are reviewed by one of our Cx Quality Managers, not only prior to submittal to the client or team, but also on a monthly basis at invoicing time. Invoices will not be submitted until the Cx Quality Manager confirms that the electronic project file contains sufficient work to justify the percentage of work being invoiced for. Progress reports identifying issues affecting project quality, process, schedule and budget will be submitted with each invoice. CxA work samples are submitted for owner review and team input prior to full on development. The samples will also be reviewed by the Cx Quality Manager prior to submittal. Similarly, for standard Cx related work by others, a sample may be requested for CxA review. Risk Management: Commissioning related risk management involves evaluating systems for potential sources of negative impact on resiliency, performance and indoor environment, and prioritizing the application of resources to manage impact probability and severity. Determining the appropriate level of commissioning effort for the various systems and equipment is one example of an exercise in commissioning risk management. Risk management is important for building owners because it helps to protect the returns on their financial investment. Minimization of risk and maximization of value is a function of a project's commissioning scope. The level of assurance commissioning provides an owner increases with the level of commissioning effort allowed by the Cx scope of work. KBA likes to address this from the very earliest scoping efforts via frank and direct communication with the owner and project team. Project schedule management is heavily intertwined with Cx-related risk management. Mitigation involves constantly, vigilantly and honestly assessing the effects of any long-term impacts to the construction schedule on commissioning activities, and collaboratively and creatively working as a team to overcome challenges and roadblocks. This is something at which our team excels. The fact that KBA is located so close to the site will facilitate this by cost effectively allowing the CxA, to make frequent coordination visits to the project site if needed. 5. Team and Team Organization Team Organization: Our proposed CxA team will be led by Principal/Senior Project Manager Jeremy Fugere, CCP, LEED AP. Jeremy's public safety project resume dates back to LEED Silver, 60KSF Seattle Fire Station 10, which houses Seattle's Emergency Operations Center (EOC). Jeremy worked on this project with SPJ and Weinstein AU, the construction management and architectural firms on Tukwila Fire Stations 51 & 52. After completing Seattle Fire Station 10 in 2009, he commissioned 4 additional fire stations, the last 3 of which were completed in 2013. Jeremy is also KBA's Primary CxA for the King County Children & Family Justice Center and the Snohomish County Courthouse; and he worked on our Skagit County Community Justice Center CxA team. The Tukwila Justice Center architect, DLR, was the architect for the Skagit County Community Justice Center, and is working on the King County Children & Family Justice Center. The scopes of work for all these projects have been similar to the Tukwila Public Safety Projects CxA Scope of Work. Additionally, in the last 10 years Jeremy has commissioned 13 VRF projects involving 3 different types of VRF systems, over half of these in the last 5 years. Finally, through his work in the last 5 years on 3 public safety buildings and 2 data centers, Jeremy is thoroughly familiar with the role commissioning plays in providing resiliency and risk management for the mission critical systems associated with the Tukwila public safety buildings. For the Tukwila Public Safety building projects, we propose Jeremy for the overall Cx Program Leader. He will also serve as the project -specific Primary CxA for the Justice Center. Because construction completion for the Justice Center is scheduled to occur at approximately the same time as construction Keithly Barber Associates, Inc. Team and Team Organization — Page 6 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates completion for Fire Station 52, we propose Senior Commissioning Professional Myra Ferriols, CCP, LEED AP to work with Jeremy and serve as the project -specific Primary CxA for Fire Station 52. Myra was KBA's Primary CxA for Skagit County Community Justice Center, and the Stafford Creek Corrections Center Furniture Factory. She is also working with Jeremy on our King County Children & Family Justice Center CxA team and has commissioned 3 VRF systems. We propose to have Myra serve as the Primary CxA for Fire Station 51, as well as 52, in order to provide continuity between two projects, which have the same project teams and similar systems. Jeremy and Myra will be supported in the field, as required, by skilled and experienced commissioning professionals, Patrick Berdick, CCP, and Wes Ellis. Patrick and Wes played major functional testing roles on our Skagit County Community Justice Center CxA team and will be similarly involved on the King County Children & Family Justice Center. Please refer to the Roles & Responsibility Table (below) for a summary of the specific duties we propose for Jeremy, Myra, Patrick and Wes. Resumes for all 4 of these individuals appear below, as well. 1. Roles and Responsibilities Table: Overall Program Principal Senior Cx PM: Jeremy Fugere, CCP, LEED AP Overall Program Cx Leader. Main client contact. Manage overall resources and coordinate Cx resources. Responsible for development of overall Cx Process Plan. Lead and coordinate the design reviews for all projects. Fire Station 51 Justice Center Fire Station 52 Primary Commissioning Agent - Overall day-to-day leader of the Cx process through final completion. Develop commissioning process plan and specs. Lead CxA design submittal review. Primary responsibility for: CxA submittal review, developing and witnessing HVAC systems readiness and FPT procedures; on-site reviews; witnessing startup; final report and systems manual; post occupancy reviews. Myra Ferriols Jeremy Fugere Myra Ferriols Patrick Berdick Commissioning Agent - Review contractor submittals and documentation; provide on-site reviews; witness startup; development of systems readiness and FPT procedures; primary responsibility for witnessing systems readiness and FPT procedures, and troubleshooting; O&M and training review; primary responsibility for final Cx documentation and turnover review. Patrick Berdick Wes Ellis Keithly Barber Associates, Inc. Team and Team Organization — Page 7 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 2. Key Team Members Experience and Skill Summary: Acted as the Primary CxA for comparable projects (Cx Planning and Process Management) Experience with energy-efficient design & control strategy optimization Experience in operation, maintenance & troubleshooting of HVAC systems & energy management control systems Knowledge in air & water TAB Experience with energy management control system trending & data logging Certifications BCxA Member 3. Proposed Team Resumes: Jeremy Fugere Myra Ferriols 13 years' CxA 100+ projects 14 years' CxA, 50+ projects 14 years Cx + 3 years as Engineering O&M Manager 14 years Cx + 3 years as Engineering O&M Manager & 9 years Mechanical contracting ad service 13 years troubleshooting tool & TAB Cx 20+ years 12 years Cx 15 years HVAC service, 12 years new & existing systems Cx 13 years troubleshooting tool & TAB Cx 12 years CCP, LEED AP BD+C CCP, LEED AP Jeremy Fugere, CCP, LEED AP BD+C Project Manager/Lead CxA Education, Licenses and Certifications • BCxA Certified Commissioning Professional (CCP) TN�4116gI'iaillIih • LEED Accredited Professional with a Building Design and Construction Specialty, U.S. Green Building Council, 2011 • LEED Accredited Professional, U.S. Green Building Council, 2007 • AAS, Multi -Occupational Trades, Renton Technical College, WA • Electrician EL07 — Maintenance, Department of Labor and Industries, 2004 • Electrician EL6A07 — HVAC/Refrigeration, Department of Labor and Industries, 2000 • Refrigeration Journeyman Mechanic Class C License, City of Seattle, 1999 • Refrigeration Steamfitter Apprenticeship Program, United Association Local 32, with Honors, 1994- 1999 • Air -Conditioning and Refrigeration Technology I, Universal Technical Institute, with Honors, 1993 • Federal CFC Type I and II Refrigeration License, 1993 General Background Jeremy has a quarter of a century of experience installing, operating and maintaining, troubleshooting and commissioning a wide range of building mechanical, electrical and plumbing systems. He began his career graduating with honors, first from an HVACR Technologies program, then from a 5 year apprenticeship program consisting of ten -thousand hours of academic studies and on-the-job training. This was followed by 9 years at University Mechanical, one of the largest mechanical contractors in Washington State, where he quickly became a Journey -Level Foreman and went on to manage Keithly Barber Associates, Inc. Team and Team Organization — Page 8 of 14 1131 I City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates design/build projects. He subsequently spent three -years as Engineering and Maintenance Manager for a prominent Seattle business and property owner, in charge of the operation, commissioning and optimization of the performance of commercial buildings and high-end residences located throughout the U.S. and Europe. Jeremy began commissioning for KBA's parent company in 2005, and was made a KBA Project Manager in 2006. He became a Co -Owner and Principal in 2009. During his 10+ years as a commissioning specialist, Jeremy has performed and managed all aspects of existing and new systems commissioning, for pre -design through post -occupancy. Many of his projects have been sustainable building projects, including over 35 LEED projects with certifications to Platinum level. Specific Areas of Experience and Expertise: KBA is currently serving as Cx sub -contractor to OAC Services for the King County Children and Family Justice Center (KC CFJC) project in Seattle and the Snohomish County Courthouse in Everett. Jeremy is KBA's Cx Project Manager for both projects. The KC CFJC is a 229,000 square -foot newly constructed courthouse, juvenile detention center and parking structure. As part of this project, Jeremy is also managing a specialized commissioning sub -consultant for security electronics and building envelope. The Snohomish County Courthouse project consists of a 29,000 square -foot addition to include new public elevators and egress stairs, a new Jury Assembly and Sheriff and District Court administrative offices. A renovation of the existing courthouse will include updated accessible restrooms, hazardous materials abatement, new fire sprinkler system throughout the existing 118,000 square -foot building, working within an occupied and functioning courthouse, complex phasing, updated accessibility in selected courtrooms, a new Criminal Hearings courtroom, secure staff and in - custody circulation in selected courtrooms, a new Superior Court Trial Courtroom to match the number of existing judicial seats, and seismic bracing. In addition to his courthouse experience, Jeremy has commissioned 5 fire stations for the City of Seattle. Stations #2, #8, #14 and #40 totaled 69,374 square - foot and included seismic upgrades. Station #10 was the renovation of a 63,000 square -foot facility housing a fire station operations area, a fire alarm dispatch center, and an emergency operations center. Stations #10 and #14 are LEED Silver certified. When Jeremy was in mechanical contracting, he worked on a number of special projects for the Renton police department, as well as the retro -commissioning of Lacey City Hall which housed the City's police department. Myra Ferriols, CCP, LEED AP Field CxA Support Education, Licenses and Certifications • BCxA Certified Commissioning Professional (CCP), 2010 • California Advanced Lighting Control Acceptance Test Technician, #TC -A814073, 2015 • LEED Accredited Professional, U.S. Green Building Council, 2009 • AAS with Honors, HVAC Design Technology, North Seattle Community College, WA, 2005 • HVAC Certificate of Completion, HVACR and Solar Energy Technology, Universal Technical Institute, Phoenix, AZ, 1986 11111111111111111111111111111111111111111111111111 ii Ilii, j �!I uJ General Background Before becoming a commissioning professional, Myra spent 15 years in the field of HVAC maintenance, repairs and installation. She has employed her extensive hands-on knowledge of HVAC systems as a Commissioning Agent since 2004, when she began commissioning for KBA's parent company. As a commissioning professional Myra has performed all commonly recognized design, construction and post -occupancy phase commissioning activities, including developing commissioning plans and specifications, developing and reviewing Owner's project requirements and AE's basis of design documentation, design submittal and control logic and integration reviews, reviewing equipment and Keithly Barber Associates, Inc. Team and Team Organization — Page 9 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates control submittals, maintaining issues logs, performing and reporting on site observations, writing, performing and witnessing functional performance tests and system readiness and installation verification plans, developing final commissioning reports and systems manuals and uploading LEED templates with supporting documents. Myra has commissioned, or been involved in the commissioning of, a wide variety of project types, including early learning centers, K-12 schools, higher education, prisons, jails, manufacturing plants, science labs, pharmacy scale -up labs, performance halls, vivarium's, residential high rises, medical office buildings and hospitals. Myra's excellent technical skills are matched by an ability to communicate effectively with a wide range of project participants and to help resolve issues cooperatively. Myra is serving on the NW Chapter of the Building Commissioning Association Board for the 2018 year. Similar Project Experience: • Skagit County Community Justice Center (Mount Vernon, WA). 110,000 square -foot new construction of inmate housing and programs, health and psychological services, food and laundry services, and was commissioned to LEED Enhanced Cx standards. Myra was the Project Manager. Stafford Creek Corrections Center (Aberdeen, WA). 47,000 square -foot renovation of furniture factory. Myra was the Project Manager. • King County Children and Family Justice Center (Seattle, WA). 229,000 square -foot newly constructed courthouse, juvenile detention center and parking structure, pursuing LEED Gold, Fundamental Commissioning and Enhanced Commissioning. Myra is the Field CxA for this project. • Snohomish County Courthouse (Everett, WA). 29,000 square -foot addition of public elevators and egress stairs, as well as administrative offices. Renovation of the 118,000 square -foot existing courthouse will include updated restrooms, hazardous materials abatement and new fire sprinkler system. Myra is the Field CxA for this project. • Mukilteo City Hall (Mukilteo, WA). Approximately 18,000 square -foot new construction conditioned with geothermal heat pumps. Received LEED Gold certification in 2010. Myra was the Project Manager. Patrick Berdick, CCP, LEED AP Cx Professional Education, Training, Licenses and Certification • BCxA Certified Commissioning Professional (CCP), 2017 • University of Rhode Island, B.A. • U.S. Naval Nuclear Propulsion Training Center Graduate • Siemens Building Automation Specialist trained • LEED Green Associate Summarized Professional Bio Since joining KBA in early 2014, Patrick has commissioned projects from Hartford, CT to Honolulu, HI. Never one to shy away from a challenge, Patrick has been a critical part of KBA's most challenging projects and is often teamed with Ken Toombs on some of KBA's most important healthcare projects. Patrick was first introduced to the commissioning process as an electrical technician in the U.S. Nuclear Navy and from there worked on building automation in the Puget Sound region as a member of Siemens Building Technologies division. After working closely with commissioning agents on numerous projects, Patrick joined KBA and soon became a certified building commissioning professional. As a commissioning services provider, Patrick has led the commissioning effort for an impressively diverse set Keithly Barber Associates, Inc. Team and Team Organization — Page 10 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates of project types: LEED Platinum certified facilities, medical centers, research vivarium and complex industrial manufacturing plant processes. Wes Ellis Technical Cx Provider Education, Training, Licenses and Certification • B.S. Mechanical Engineering, University of Washington, WA, 2003 Summarized Professional Bio Wes is a 12 year commissioning veteran with experience on many different project types, including Higher Education, industrial and research facilities. Wes's greatest strength is his ability to grasp complex building dynamics and the interactions of various building systems. As a result, his skill at writing and executing functional performance and integrated systems tests is highly valued by the KBA team and our clients. He has performed commissioning reviews, written commissioning plans and specifications, performed installation verifications of equipment, observed TAB, completed field documentations, and written and conducted functional performance tests for many different facility types; including higher educational, research and biopharmaceutical production, industrial, high performance, and commercial offices. Wes's commissioning resume includes Gold and Platinum LEED projects, and a 'Living Building Challenge' project. Prior to commissioning, Wes designed and drafted building HVAC systems. 6. Availability and Capacity Our proposed team has the availability and capacity to commission the project outlined in this RFP. We can say this with confidence because of the way we determine our project teams. We track employee workloads and availability, and do not agree to take on projects unless we can confirm that appropriate key employees and resources are available to satisfy the project schedule. We accomplish this by tracking the 5 -year monthly workload projection of every employee. When we select an in-house project team, we match the projected workloads of our employees with the project schedule; in addition to matching employee experience and professional goals with the project requirements. In order to provide redundancy and continuity through possible illness and vacations, we have involved more than one individual for every project. KBA has maintained a relatively consistent backlog with our approximate present size for the past 12 years. Upon request, we can provide you with a list of client contacts who will attest to our high level of continuity and performance. If selected for this project, KBA commits to maintaining adequate availability in the schedules of the proposed team members. Furthermore, KBA is committed and able to respond rapidly and efficiently to Owner requests and project needs. Our team is headquartered in our Tukwila office, within exceptionally close proximity to the project sites. 7. Pricing Our fees for each project are shown in the following schedules of values. The fee is based on the assumptions, clarifications and conditions documented in the CxA Fee Assumptions & Clarifications Appendix attached to this proposal. Keithly Barber Associates, Inc. Availability/Capacity and Pricing — Page 11 of 14 Fire Station 51: City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates Rate $180 $140 Base Scope of Work Services and Deliverables 1.b. Design Phase Cx Kickoff Meeting 1.a. Cx Process Plan Princ/ SPM Hours 0 2. CxA Review of Draft Construction Documents 3. CxA Design Submittal Review 4. Provide Cx Specifications & Coordinating Verbiage 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log PCxA 6 $130 $80 CxP CS Labor Value $ Expense $840 $3 6 $840 $0 4 $560 $0 2 4 $800 $0 6. CxA Review of Maloryroduct Submittals $560 0 0 $840 $0 6 $780 $0 7. CxA Site Observations & On -Site Meetings 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test (FPT) Procedures 9. Review Systems' Readiness & Witness FPTs 10. Additional Testing & Back -Checking Allowance 11. Review Contractor Provided Training Plan and 0 & M Manuals 12. Provide Final Commissioning Report & Record 13. Provide Systems Manual 14. Post -Occupancy Review Site visits 15. Post -Occupancy Review Site reports & coordination Total without PM & Contingency Contingency General PM 16 $2,240 $11 4 14 26 0 $5,535 29 0 $7 655 9 0 $1,148 $0 $14 Total Base Scope of Work Labor & Expenses $780 $920 $0 $0 $0 $0 $12 $1 $0 $13 Optional Services and Deliverables Add WSEC required controlled receptacles Fire Station 52: $840 3 $38 Rate $180 1 $140 $130 $80 Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA CxP CS Labor Value $ x ense 1.b. Desigfi phase Cx Kickoff Meeting 0 6 0 $840 $3 1.a. Cx Processplan , $840 $0 2. CxA Review of Draft Construction Documents 4 $560 $0 3. CxA Design Submittal Review 4 6 $1,340 $0 4. Provide Cx Specifications & Coordinating Verbiage 4 $560 $0 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log 0 60 0 $840 $3 6. CxA Review of Major Product Submittals 6 $780 $0 Keithly Barber Associates, Inc. Pricing — Page 12 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates Rate $180 $140 $130 $80 $80 Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA CxP CS Labor Value $ Ex sense 7. CxA Site Observations & On -Site Meetin.s 0 2 16 0 14 26 0 0 $2,240 $11 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test (FPT) Procedures $5,535 $0 $15 9. Review Systems' Readiness & Witness FPTs 5 25 34 0 $8,789 10. Additional Testin & Back-Checkin. Allowance: 11. Review Contractor Provided Training Plan and O & M Manuals 0 0 10 6 0 $1,318 $780 ww_ www ww $0 12. Provide Final Commissioning Report & Record 0 6 1 $920 $0 13. Provide Systems Manual 14. Post -Occupancy Review Site visits 0 0 4 6 4 0 1 0 $1,160 $0 $840 $3 15. Post -Occupancy Review Site reports & coordination 6 4 105 91 2 $560 $27,902 $0 $34 Total without PM & Contingency Contingency 0 5 5 0 $1,395.11 $2 General PM 0 5 5 0 $1,395 $0 Total Base Scope of Work Labor & Expenses 7 115 101 2 $30,692 $36 Optional Services and Deliverables Add WSEC required controlled receptacles 6 $840 $3 Add backu• sower transfer test 16 $3 Justice Center: Rate $180 $140 $115 $80 Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA 0 TCx 0 CS Labor Value $ $1,080 Expense $3 1.b. Design Phase Cx Kickoff Meeting 1.a. Cx Process Plan 6 6 $1,080 $0 2. CxA Review of Draft Construction Documents 4 2 $720 $820 $0 $0 3. CxA Desi.n Submittal Review 4. Provide Cx Specifications & Coordinating Verbiage 6 $1,080 $0 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log 6 0 0 0 $1,080 $3 6. CxA Review of Major Product Submittals 6 $690 $0 7. CxA Site Observations & On -Site Meetin.s 48 0 0 0 $8,640 $22 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test (FPT) Procedures 16 0 37 0 $7,173 $0 9. Review Systems' Readiness & Witness FPTs 65 0 102 0 $23,389 $45 $3,508 $690 . $0 10. Additional Testing & Back -Checking Allowance: 0 0 311 0 11. Review Contractor Provided Training Plan and 0 & M Manuals 6 Keithly Barber Associates, Inc. Pricing — Page 13 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates Rate $180 Princ/ SPM Hours $140 PCxA $115.......... TCx $80 CS ....... .... Labor Value $ __—.._._ _....__.. Expense Base Scope of Work Services and Deliverables 12. Provide Final Commissioning Report & Record 6 ® ® $1,160 $0 13. Provide Systems Manual 4 6 _ 179 0 0 4 0 190 0 2 $1,260 $1,080 $720 $54,170 $0 $3 14. Post -Occupancy Review Site visits 15. Post -Occupancy Review Site reports coordination $0 __..— $75 .... Total without PM & Contingency Contingency 9 0 9 0 $2,708.48 $4 General PM Total Base Scope of Work Labor & Expenses 9 1970 _..—.-..-. 12 12 16 0 9 0 $2,708 $0 209 2 $59,587 $79 $3 $3 $3 Optional Services and Deliverables Add WSEC required controlled acles rectm Add WSEC required energy metering $2,160 $2,160 $2,880 ,..Add backup........mm�_ ..._.____ ... power transfer test Rate Schedules, All Protects: Labor & Travel Time Principal or Senior Project Manager/ Primary Cx Authority (SPM/CxA) Project Manager /Primary Cx Authority (PCxA) Senior Commissioning Professional (SCxP) Commissioning Professional (CxP) $89 Rate $/Hour $180 $140 $140 $130 Technical Commissioning Provider (TCx) Clerical Support Labor rates will escalate by 3.0% per year beginning one year from the contract Date Reimbursable Expenses Mileage Parking Keithly Barber Associates, Inc. $115 Rate IRS Rate at time of invoicing KBA cost $80 Pricing — Page 14 of 14 REQUEST FOR PROPOSAL PROPOSAL CERTIFICATION FORM TO: SOJ, Owner's Representative The undersigned provider hereby certifies as follows: 1. That he/she has read the City of Tukwila RFP and the following Addenda and to the best of his/her knowledge has complied with the mandatory requirements stated herein: Addenda Number No. 1 Issue Date November 27, 2018 2. That he/she has had the opportunity to ask questions regarding the Request for Proposal, and that if such questions have been asked; they have been answered. 3. That the proposer's response is valid for 90 days. Dated at Friday (Signature) Jeremy Fugere , this seventh (Print Name) KeithlI Barber Associates (Company Name) 565 Andover Park W. #101 (Address) Tukwila (City _...... WA (State) 98058 (Zip) Princi al (Title) of December jeremy@keithlybarber.com (Email Address) 206-835-8254 (Telephone Number) 206-246-1691 (Fax Number) Page 2 of 8 2018. Keithly Barber Associates and Toombs & Associates Solutions for Better Buildings Appendix: CxA Fee Assumptions & Clarifications, 12/07/2018 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) A. General Assumptions & Clarifications 1. The CxA scope of work is to provide the minimum CxA services and deliverables for compliance with the RFP and the Washington State Energy Code, 2. The services and deliverables in this proposal are consistent with the commissioning requirements of the Washington State Energy Code; however, overall compliance with these codes, including completing the Energy Code Commissioning Checklist, requires services and deliverables that are often provided by others. Related assumptions for this proposal are: a. Complete written narrative of how each system and piece of equipment is intended to operate. Provided by others (such as the AE) and provided to the CxA for inclusion in the Final Cx Report. b. Confirmation that TAB has been completed. KBA will perform a field back -check of 10% of the TAB contractor reported measurements and settings for accuracy; however, reviewing the full TAB report for compliance with the project documents will be provided by others (such as the AE). In order to comply with energy code Cx requirements, the review report (or some other form of written confirmation) must be provided to the CxA for inclusion in the Final Cx Report. c. Confirmation that duct leakage testing has been completed per the project requirements. Provided by the CxA as described under Systems Readiness Review in the Services and Deliverables section of this proposal. d. Confirm record documents and training provided per spec & energy code requirements. Review of training plan and O&M Manuals by CxA, per RFP. Review of any other record documents provided by others (such as the AE. The CxA will need to receive a letter verifying completion from the party providing this service, in order to complete the code required Cx Checklist at the end of the project. e. Envelope, air barrier testing. Provided by others. KBA will gladly add this to the scope of work upon request; including design & construction review services, as well as testing in order to reduce the chances for expensive mitigation required to resolve failed test issues. If added, the work will be performed by an established associate sub -consultant, to be approved by the client. B. 3. Scheduling milestones are per the RFP. Extending the schedule might affect the CxA scope of work and associated fee. 4. The field review of the systems readiness documentation and witnessing of functional performance testing (see Review Systems' Readiness & Witness FPTs under Services and, Deliverables) for each project will occur during a single continuous period occurring on consecutive workdays. Breaking these activities in to multiple phases may affect the level of CxA effort and the associated fee. Slatems and gupment within the CxA Scope of Work, Assumptions & Clarifications. The systems within the base scope of work and associated CxA fee are in accordance with the RFP. These are listed below along with related assumptions. Additional Washington State Energy Code (WSEC) requirements are noted; associated CxA fees are provided separately. It is assumed that the extent Page 1 of 9 565 Andover Park West, Suite 101, Tukwila, WA 98188; Phone 206 835 8254; Fax 206 246 1691; www,keithlvbarber.com Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 and complexity of the Justice Center systems are consistent with the 100% DD Drawings and Specifications; that the extent and complexity of the Fire Station 51 systems are consistent with the 60% CD Drawings and 100% DD Specifications; and that the extent and complexity of the Fire Station 52 systems are similar to the 60% CD Drawings and 100% DD Specifications, except that they will serve a larger (approximately 15 KSF 2 -story) building with the Fire Department Headquarters and a training room that will serve as backup for the emergency command center: 1. Base Scope of Work. a. Heating, ventilating, air conditioning & refrigeration systems and controls; including integration with the fire alarm system b. Lighting controls. 1) Interior lighting. a) The extent and complexity of automated daylight dimming control is the minimum required to satisfy applicable energy code requirements. Additionally, KBA will confirm basis of design lighting levels per the WSEC. KBA will functionally test 15% of these zones b) Interior lighting control in areas without automated daylight dimming control is the minimum required to satisfy applicable energy code requirements. It will consist of time of day scheduling and occupancy sensors. Additionally, KBA will confirm basis of design lighting levels per the WSEC. KBA will functionally test 15% of occupancy sensors and 15% of time of day zone control. c) The following functions are not typically energy focused and are not included in this proposal but may be added upon request: manual on/off control, manual dimming, and programmable lighting level control (not associated with daylight dimming). 2) Exterior lighting control will consist of time of day scheduling and photo cells. Additionally, KBA will confirm basis of design lighting levels per the WSEC. KBA will functionally test 15% of these zones. c. Service/Domestic/Process water. Hot water heating, pumping, and mixing controls; including hot water delivery times and metered shutoff times at fixtures 2. WSEC required systems not included in the RFP. a. Controlled receptacles will be fully commissioned in accordance with the WSEC. b. Energy metering. Energy metering listed above will be commissioned as a part of the associated system per the WSEC. 3. Optional backup power transfer test. For mission critical facilities, we're typically asked to include functional testing of power transfer from normal utility to UPS and backup power, and back again. We suggest this might be desirable for the Justice Center, with its emergency command center, and Fire Station 52, with its backup command room. However, because backup power was not listed in the RFP scope of systems, we've provided separate alternate pricing. C. Services and Deliverables Assumptions & Clarifications fall provided separately for each of the 3 projects) Everything described in the RFP is included. Only additional clarification is included here. 1. Cx Process Plan, Initial Cx Kickoff Meeting Page 2 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 a. Cx Process Plan: Provide a Commissioning Process Plan as required by the Washington State Energy Code (WSEC). In accordance with these requirements and industry standards, the plan will describe the commissioning process, team member roles and the equipment and systems to be commissioned. A commissioning coordination schedule and sample commissioning procedures and forms will also be included. The plan shall be submitted to the owner and the project team for review; and presented and discussed at the design phase commissioning kickoff meeting. Review comments will be incorporated into the working version of the plan. b. Design Phase Cx Kickoff Meeting: Lead a design phase commissioning kickoff meeting to present the commissioning plan to the project team, emphasizing the process and team member roles. 2. CxA Review of Draft Construction Documents: Review the initially available construction documents for project familiarization and to obtain information needed to provide the Cx Process Plan. 3. CxA Design Submittal Review: Provide commissioning reviews as described below to verify that the review issues were addressed. The focus of the commissioning review shall be for: 1) consistency between the owner's project requirements, the basis of design, and the construction documents; 2) the ability to commission the components, equipment and systems, and the ability to perform future diagnostics and re -commissioning; and 3) issues pertaining to long-term performance and maintenance of components, equipment and systems within the commissioning scope of work. Written review comments will be provided. The Design Team and owner's representatives respond to the comments in writing. If necessary, to resolve the issues, the CxA, AE and Owner meet and discuss the written responses. Upon request, this and any other design coordination meetings that were not described in the RFP will be provides on a time and expense basis. Per RFP Addendum No. 1, the design reviews for the various buildings will be performed in accordance with the following: a. Justice Center & Fire Station 52: One design submittal, and one back -check of the nearly completed construction documents, as described above. b. Fire Station 51: Construction documents will be 100% complete and permit issued by the time the CxA has been hired; therefore, a commissioning coordination review will be provided to specifications in order to obtain information required to develop the commissioning specifications, checklists and test procedures. If further information or clarification is required to complete the commissioning checklists and test procedures, the CxA shall submit to the project team a commissioning procedures coordination form describing the information and clarification needed. The coordination form will also document any of the following issues that may be discovered during the review: issues pertaining to long-term performance and maintenance; the ability to commission the components, equipment and systems; and the ability to perform future diagnostics and re- commissioning. The project team responds to the comments in writing. Design coordination meetings may be added to the CxA scope of work upon request. 4. Provide Cx Specifications & Coordinating Verbiage: Provide the commissioning specification sections and verbiage to integrate commissioning into related sections of the specifications. 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log: Page 3 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 a. Construction phase Cx kickoff meeting: Lead a construction phase commissioning kickoff meeting with the Owner, Design Team and Contractors to discuss issues related to the specified commissioning process. b. Cx issues log: Provide a commissioning issues log, which shall be maintained and updated on a regular basis during the entire construction phase commissioning process. 6. CxA Review of Ma.or Product Submittals: Review the submittals of major equipment and systems included in the commissioning scope of work and provide one back -check of re - submittals to verify that the review issues were addressed. The focus of the commissioning review shall be for: 1) compliance with the owner's project requirements and the basis of design; 2) the ability to commission the components, equipment and systems, and the ability to perform future diagnostics and re -commissioning; and 3) issues pertaining to long-term performance and maintenance of components, equipment and systems within the commissioning scope of work. Written review comments will be provided. This review is supplemental to, and will be performed concurrently with, the AE review. It shall be the responsibility of the AE to integrate the CxA comments into the AE review. 7. CxA Site Observations & On -Site Meetings: a. Site observations: Perform on-site observations during the construction process, in addition to on-site time required for functional performance testing. These site observations are supplemental to the construction review performed by the AE team, and are not intended to fulfill the traditional AE's role of confirming that construction complies with the contract documents. The primary purpose of these observations will be to identify commissioning related issues before they are repeated throughout the project; though the incidental discovery of any MEP systems issues will be reported. A site observation report will be provided to the owner within three working days after each site visit. All issues discovered during site observations shall be logged and tracked by KBA until resolved. Resolution of issues that pertain to AE construction review will be transferred to the Design Team for resolution management. This proposal includes back -checking logged commissioning issues one time, after the CxA has received written notification from the Contractor describing how the issue has been resolved. Additional back -checking needed as a result of a lack of action by the Contractor is not included in this proposal. Upon receiving written authorization, this service may be provided on a time and expense basis. Note: the number of site visits required are not specifically identified. The number of site visits included is recommended by KBA based on the duration of these projects and may be increased or decreased with owner preference. 1) Fire Station 51 Site Observations: 4 2) Fire Station 52 Site Observations: 4 3) Justice Center Site Observations: 8 b. On -Site Meetings: Provide construction phase commissioning meetings as follows, in addition to the kickoff meeting: 1) In conjunction with the on-site observations (Re: previous service item), conduct on-site commissioning meetings, as needed during the construction process. 2) During periods of installation verification and functional testing, meetings shall be held in conjunction with commissioning site work as needed. Page 4 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 3) Additional meetings may be attended on a time and expense basis upon written authorization from the client. 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test (FPT) Procedures: a. Provide SRCs: Provide Systems Readiness Checklists (SRCs) for the contractor to document that systems are ready for functional testing and turnover to the owner. b. Provide FPT Procedures: Provide functional performance test (FPT) procedures utilizing input from the A/E and the Contractor. A description of A/E and Contractor participation in FPT development shall be included in the Commissioning Plan. The CxA shall include language in the project specifications that requires the Contractor's participation in developing the working FPTs. 9. Review Systems' Readiness & Witness FPTs: a. Review Systems' Readiness: Review the Contractors' installation and systems readiness prerequisites for functional testing. The CxA's systems readiness review is not intended to fulfill the traditional AE's role of confirming that construction complies with the contract documents. The CxA's scope of work pertaining to these activities shall consist of the following: 1) Review the contractor's startup, testing, and TAB plans. Review completed documentation and include in the final commissioning report. 2) During one of the CxA site observations, witness duct leakage pressure testing methodology. Review completed documentation and include in the final commissioning report in order to comply with related WA Energy Code requirement. 3) Review the contractor's startup, testing, and TAB plans. Review completed documentation and include them in the final commissioning report 4) Witness the TAB contractor's demonstration of 10% of TAB measurements and settings. Verify recorded data is within specified tolerances and field measurement, is equivalent to recorded data ± repeatability of instrumentation. Proposal assumes specified tolerances are obtainable with standard HVAC TAB equipment. If the actual data observed in the field is not consistent with the specified acceptance criteria and the data documented on the contractors TAB forms, the contractor will make corrections and may be required to demonstrate the data for all similar systems equipment or components. It is assumed that the AE Team Mechanical Engineer will review the final TAB Report to confirm that reported readings and settings are per the contract requirements and provide to the CxA a summary of the review report for inclusion in the Final Cx Report. A record of the TAB report review is required in order to comply with WA Energy Code requirements for commissioning. 5) System Readiness Documentation: a) The CxA creates System Readiness Checklists (SRCs), which document that the systems and equipment have been provided in accordance with the project requirements and are ready for functional testing and turnover to the owner and is ready for functional testing. b) The Contractor completes and signs the forms and submits them for CxA review. c) The CxA reviews the Contractor completed forms and performs a field double-check of the contractor's forms during CxA site observations or at the time of functional Page 5 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 testing. The sampling rate described below under Witness FPTs, shall apply to field double-checking SRCs. Acceptable results must be demonstrated for all double- checked forms. If the actual state of the system, equipment, or component is not consistent with the state documented in the readiness form, the readiness forms for all similar systems equipment or components may be double-checked. b. Witness FPTs: Witness the Contractor's demonstration of the functional performance test (FPT) procedures. Per specifications provided by KBA, the contractor shall perform the FPTs on all systems and equipment within the commissioning scope of work; then demonstrate the FPTs and associated acceptance criteria to the CxA. When identical software programming is used to control multiple similar systems, the CxA may witness functional performance testing on a selection of 15% (but at least 5) of the similar equipment and systems, which shall be chosen by the CxA at the time of the test demonstration. BAS mapping and trend logging that demonstrates stable real-time performance must be reviewed for all systems (no sampling). Scheduling and coordinating the Contractor's participation in functional performance testing shall be the responsibility of the Contractor. If the functional test demonstrations do not confirm the acceptance criteria, the contractor will be required to resolve the issues and demonstrate the FPTs again. For systems that were sampled, the contractor may be required to demonstrate the FPTs all similar systems equipment or components. The CxA labor and expenses for this additional witnessing will be provided in accordance with the Assumptions section of this proposal. All issues discovered during functional testing shall be logged and tracked by KBA until resolved. 10. Additional Testing & Back-Checkin AAllowance: This allowance is 15% of the "Review systems' readiness" and "Witness FPTs" fee and shall be used to reimburse the CxA for repeating installation verification, functional performance testing and TAB verification procedures, when required as a result of a lack of preparation or coordination by the Contractor. 11. Review Contractor Provided Training Plan and 0 & M Manuals: a. Review the Contractor's owner training plan to confirm compliance with the project requirements. b. Provide the training documentation forms to be completed by owner and the General Contractor's Commissioning Coordinator; completed forms shall be included in the final commissioning report. Provide supporting specifications verbiage. c. Review the Contractor provided 0 & M Manuals to confirm compliance with the project requirements. 12. Provide Final Commissioning Report & Record: After commissioning has been completed, provide the Final Commissioning Report in compliance with the Washington Energy Code (WSEC), and the BCA's Essential Attributes of Building Commissioning. One hard copy shall be provided along with three compact disk (CD) copies. a. The Final Report shall consist of the following: 1) An executive summary summarizing the overall process as it was performed and the operating condition of the systems at the time of functional test completion. 2) A completed WSEC Commissioning Checklist 3) A summary of how the project benefited from commissioning. 4) The Commissioning Process Plan & Specifications. Page 6 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 5) The commissioning issues log, which summarizes issues that were discovered during commissioning and the measures taken to correct them; including uncorrected operational deficiencies that were accepted by the owner 6) Important operational considerations, if relevant 7) A description and estimated schedule of deferred testing, if relevant. b. In addition to the final report, The Commissioning Record will be provided as an appendix on compact disk (CD). Three CD's will be provided. The content of The Commissioning Record shall be as follows: 1) Reports that document all commissioning field activities as they progressed. 2) Comments and resolutions from commissioning reviews of design documentation and construction submittals. 3) Documentation of the 0 & M's and training reviews 4) Minutes of commissioning meetings 5) Pre -Functional Testing/Systems Readiness documentation 6) Functional test procedures and results. c. Post Occupancy/End of Warranty Cx Report — to be submitted separately after the Post Occupancy/End of Warranty review d. In compliance with the WSEC, one Preliminary Commissioning (Progress) Report will be submitted prior to final mechanical, electrical and plumbing inspections, if requested by the Authority Having Jurisdiction. This report will be a progress version of the following sections of the Final Commissioning Report: Executive Summary, WSEC Commissioning Checklist, Issues Log, Deferred Testing Schedule. 13rf yide Systems Manual: Along with the Final Report, provide a Systems Manual. The Commissioning Systems Manual (CSM) is intended for facilities and operating staff, as well as future designers of revisions, retrofits & remodels. The document's purpose is to provide information to help understand and optimally operate the systems within the commissioning scope of work. While the Operations & Maintenance (O&M) Manuals focus on equipment, the CSM focuses on the operation of systems, particularly interactions between different equipment & systems. The Systems Manual is compiled by the CxA but includes documentation provided by the contractors: a. Documentation of the owner's design intent and the AE basis of design, as provided by the owner and AE. b. Systems one -line schematics (provided to CxA by contractors from the record drawings). c. Record sequences of operation, control drawings, original setpoints, and component calibration schedule (provided to CxA by contractors from record controls submittal). d. Integrated building systems descriptions and special operating instructions (by CxA). e. Recommended schedule for retesting of commissioned systems (by CxA). f. Recommended re -calibration schedule (provided to CxA by contractors from manufactures, complied by CxA). g. Re -commissioning FPTs (by CxA). Page 7 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 h. Date major equipment placed into continuous operation, date of most recent servicing, and manufacturer's recommended dates for next servicing (provided to CxA by contractors from manufacturers, complied by CxA). KBA will provide specification language requiring the O&M Manuals submitted by the Contractor to include recommended schedule of maintenance requirements and frequency. 14. Post-Occu•anc Review: Near the end of the warranty period, the Commissioning Authority shall provide a post -occupancy review as follows: Review trend logs and interview building operators and occupants to assess whether the systems are still operating in accordance with the baseline documented during functional performance testing. Assist with identifying warranty issues. Provide a report including a plan to be followed by the owner to address any issues. D. Additional Assumptions & Clarifications 1. The fee is based on the documented assumptions, clarifications and conditions documented in this appendix. Deviation from these requires review of the Commissioning Authority (CxA) scope of work and fee proposal. These assumptions, clarifications and conditions shall become a part of the CxA contract. 2. Factors that affect the level of construction phase commissioning effort may be developed during design phase. It is therefore, recognized that the construction phase CxA fee will be reviewed at the end of design phase. 3. This proposal includes services to be provided after closeout of the construction phase. Unless otherwise directed by the owner in writing, KBA shall invoice for post -construction work as it is completed. In some cases, this may occur a year or more after substantial completion. Payment for post -construction work is due upon receipt of the invoice. It is the responsibility of the client to provide alternative direction to KBA if this invoicing procedure is not consistent with the client's policy for post -construction funding and payment. 4. If applicable, notification to suspend work shall be provided by the client to KBA in writing. The client shall be liable for reimbursement of work performed prior to such notification. 5. The Commissioning Plan and Specifications provided by KBA will clearly specify that the Contractor is responsible for providing written verification that the systems they provide will pass the installation verification, functional performance testing and TAB verification acceptance criteria, as defined within the project specifications and commissioning plan. These specifications also include language making the Contractor responsible for Commissioning Authority costs associated with repeating installation verification, functional performance testing and TAB verification procedures, when required as a result of a lack of preparation or coordination by the Contractor. The scope of this proposal includes an allowance for repeating installation verification, functional performance testing and TAB verification procedures as a result of a lack of preparation or coordination by the Contractor; it does not provide for Commissioning Authority time spent beyond this allowance, repeating installation verification, functional performance testing and TAB verification procedures as a result of a lack of preparation or coordination by the Contractor. Upon receiving written authorization from the client, this service may be provided at an additional cost 6. Commissioning services require access to a variety of design and submittal documents from the owner, design team and various contractors. This includes, but is not limited to, specifications, drawings, addendums, test forms and product submittals. This proposal is contingent upon timely submittal of requested documents to KBA by the client or the client's representative. For Page 8 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 design submittal reviews a complete hardcopy set of mechanical, electrical and plumbing (MEP) plans & specs will be provided. For construction phase, KBA will be provided with a complete hardcopy set of conformed specifications and half -sized plans, showing all addenda. If a conformed set is not produced, "Issued for Construction" documents (or equivalent) will be provided. 7. The client, or a representative of the client, will provide KBA with updated project schedules. 8. Invoices for services and expenses will be issued monthly for the portion of work completed during that month. 9. This proposal shall remain valid for 30 days Page 9 of 9 Keithly Barber Associates and Toombs & Associates Solutions for Better Buildings AUTHORIZATION FOR CHANGE OF COMMISSIONING AUTHORITY (CXA) SCOPE, MARCH 21, 2019 CITY OF TUKWILA - FIRE STATION 51, CONTRACT # 19-026, RACHEL BIANCHI, DATED FEBRUARY 25, 2019 C.\Users\MyraFerriols\Dropbox (KBA)UvlyraF\l Active\Etre Station 51, Tukwila\Project Managment\Proposal - Contracts\CoT FS51 ChangeOfCxScopAuthorization190321 docx TO: Carrie Holmes From: Jeremy Fugere Descri•tion of Chane: Add emergency power to the commissioning scope of work. Backup power transfer test includes functional testing of power transfer from normal utility to UPS and backup power, and back again. All services and deliverables apply. Additional: $2,493.00 Terms: Theses service shall be provided as an extension to the referenced contract. Acceptance: Keithly Barber Associates is authorized to perform the professional services described in this proposal. Name / Company / Title (print): Signature: Date: Pagel of 1 City of Tukwila 6200 Southcenter Boulevard, Tukwila WA 98188 Contract Number: CONSULTANT AGREEMENT FOR COMMISSIONING SERVICES 19-026 Council Approval 2/14/19 THIS AGREEMENT is entered into between the City of Tukwila, Washington, hereinafter referred to as "the City", and Keithly Barber Associates, Inc., hereinafter referred to as "the Consultant", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. Project Designation. The Consultant is retained by the City to perform construction commissioning services in connection with the projects titled Tukwila Safety Plan — Fire Station 51 and Justice Center. 2. Scope of Services. The Consultant agrees to perform the services, identified on Exhibit "A" attached hereto, including the provision of all labor, materials, equipment and supplies. 3. Duration of Agreement; Time for Performance. This Agreement shall be in full force and effect for a period commencing upon execution and ending at the end December 2020. unless sooner terminated under the provisions hereinafter specified. Work under this Agreement shall commence upon written notice by the City to the Consultant to proceed. The Consultant shall perform all services and provide all work product required pursuant to this Agreement no later than December 31, 2020, unless an extension of such time is granted in writing by the City. 4. Payment. The Consultant shall be paid by the City for completed work and for services rendered under this Agreement as follows: A. Payment for the work provided by the Consultant shall be made as provided on Exhibit "A" within the proposal attached hereto, provided that the total amount of payment to the Consultant shall be on a time and materials basis, not to exceed $29,504 for the Fire Station 51 project and $66,787 for the Justice Center project, including all Optional Services. The contract amount will not be changed without express written modification of the Agreement signed by the City. The total contract amount will be $96,291, excluding Washington State Sales Tax. B. The Consultant may submit vouchers to the City once per month during the progress of the work for partial payment for that portion of the project completed to date. Such vouchers will be checked by the City and, upon approval thereof, payment shall be made to the Consultant in the amount approved. C. Final payment of any balance due the Consultant of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. D. Payment as provided in this section shall be full compensation for work performed, services rendered, and for all materials, supplies, equipment and incidentals necessary to complete the work. E. The Consultant's records and accounts pertaining to this Agreement are to be kept available for inspection by representatives of the City and the state of Washington for a period of three (3) years after final payments. Copies shall be made available upon request. 5. Ownership and Use of Documents. All documents, drawings, specifications and other materials produced by the Consultant in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Consultant shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with the Consultant's endeavors. The Consultant shall not be responsible for any use of the said documents, drawings, specifications or other materials by the City on any project other than the project specified in this Agreement. 6. Compliance with Laws. The Consultant shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state, and local laws, ordinances and regulations, applicable to the services rendered under this Agreement. 7 Indemnification. The Consultant shall defend, indemnify and hold the City, its officers, officials, employees and volunteers harmless from any and all claims, injuries, damages, losses or suits including attorney fees, arising out of or resulting from the acts, errors or omissions of the Consultant in performance of this Agreement, except for injuries and damages caused by the sole negligence of the City. Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City, its officers, officials, employees, and volunteers, the Consultant's liability hereunder shall be only to the extent of the Consultant's negligence. It is further specifically and expressly understood that the indemnification provided herein constitutes the Consultant's waiver of immunity under Industrial Insurance, Title 51 RCW, solely for the purposes of this indemnification. This waiver has been mutually negotiated by the parties. The provisions of this section shall survive the expiration or termination of this Agreement. 8. Insurance. The Consultant shall procure and maintain for the duration of the Agreement, insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. Consultant's maintenance of insurance as required by the agreement shall not be construed to limit the liability of the Consultant to the coverage provided by such insurance, or otherwise limit the City's recourse to any remedy available at law or in equity. A. Minimum Amounts and Scope of Insurance. Consultant shall obtain insurance of the types and with the limits described below: 1. Automobile Liability insurance with a minimum combined single limit for bodily injury and property damage of $1,000,000 per accident. Automobile Liability insurance shall cover all owned, non -owned, hired and leased vehicles. Coverage shall be written on Insurance Services Office (ISO) form CA 00 01 or a substitute form providing equivalent liability coverage. If necessary, the policy shall be endorsed to provide contractual liability coverage. 2. Commercial General Liability insurance with limits no less than $1,000,000 each occurrence, $2,000,000 general aggregate. Commercial General Liability insurance shall be written on ISO occurrence form CG 00 01 and shall cover liability arising from premises, operations, independent contractors and personal injury and advertising injury. The City shall be named as an insured under the Consultant's Commercial General Liability insurance policy with respect to the work performed for the City. 3. Workers' Compensation coverage as required by the Industrial Insurance laws of the State of Washington. CA revised : 1-2013 Page 2 4. Professional Liability with limits no less than $1,000,000 per claim and $1,000,000 policy aggregate limit. Professional Liability insurance shall be appropriate to the Consultant's profession. B. Other Insurance Provision. The Consultant's Automobile Liability and Commercial General Liability insurance policies are to contain or be endorsed to contain that they shall be primary insurance with respect to the City. Any Insurance, self-insurance, or insurance pool coverage maintained by the City shall be excess of the Consultant's insurance and shall not be contributed or combined with it. C. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best rating of not less than A:VII. D. Verification of Coverage. Consultant shall furnish the City with original certificates and a copy of the amendatory endorsements, including but not necessarily limited to the additional insured endorsement, evidencing the insurance requirements of the Consultant before commencement of the work. Certificates of coverage and endorsements as required by this section shall be delivered to the City within fifteen (15) days of execution of this Agreement. E. Notice of Cancellation. The Consultant shall provide the City with written notice of any policy cancellation, within two business days of their receipt of such notice. F. Failure to Maintain Insurance. Failure on the part of the Consultant to maintain the insurance as required shall constitute a material breach of contract, upon which the City may, after giving five business days notice to the Consultant to correct the breach, immediately terminate the contract or, at its discretion, procure or renew such insurance and pay any and all premiums in connection therewith, with any sums so expended to be repaid to the City on demand, or at the sole discretion of the City, offset against funds due the Consultant from the City. 9. Independent Contractor. The Consultant and the City agree that the Consultant is an independent contractor with respect to the services provided pursuant to this Agreement. Nothing in this Agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither the Consultant nor any employee of the Consultant shall be entitled to any benefits accorded City employees by virtue of the services provided under this Agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to the Consultant, or any employee of the Consultant. 10. Covenant Against Contingent Fees. The Consultant warrants that he has not employed or retained any company or person, other than a bonafide employee working solely for the Consultant, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bonafide employee working solely for the Consultant, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warrant, the City shall have the right to annul this contract without liability, or in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 11. Discrimination Prohibited. The Consultant, with regard to the work performed by it under this Agreement, will not discriminate on the grounds of race, religion, creed, color, national origin, age, veteran status, sex, sexual orientation, gender identity, marital status, political affiliation or the presence of any disability in the selection and retention of employees or procurement of materials or supplies. CA revised : 1-2013 Page 3 12. Assignment. The Consultant shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 13. Non -Waiver. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 14. Termination. A. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Consultant. B. In the event of the death of a member, partner or officer of the Consultant, or any of its supervisory personnel assigned to the project, the surviving members of the Consultant hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Consultant and the City, if the City so chooses. 15. Applicable Law; Venue; Attorney's Fees. This Agreement shall be subject to, and the Consultant shall at all times comply with, all applicable federal, state and local laws, regulations, and rules, including the provisions of the City of Tukwila Municipal Code and ordinances of the City of Tukwila. In the event any suit, arbitration, or other proceeding is instituted to enforce any term of this Agreement, the parties specifically understand and agree that venue shall be properly laid in King County, Washington. The prevailing party in any such action shall be entitled to its attorney's fees and costs of suit. Venue for any action arising from or related to this Agreement shall be exclusively in King County Superior Court. 16. Severability and Survival. If any term, condition or provision of this Agreement is declared void or unenforceable or limited in its application or effect, such event shall not affect any other provisions hereof and all other provisions shall remain fully enforceable. The provisions of this Agreement, which by their sense and context are reasonably intended to survive the completion, expiration or cancellation of this Agreement, shall survive termination of this Agreement. 17. Notices. Notices to the City of Tukwila shall be sent to the following address: City Clerk City of Tukwila 6200 Southcenter Boulevard Tukwila, WA 98188 Notices to Consultant shall be sent to the following address: Keithly Barber Associates, Inc. Attn: Jeremy Fugere 565 Andover park West Suite 101 Tukwila, WA 98188 18. Entire Aqreement; Modification. This Agreement, together with attachments or addenda, represents the entire and integrated Agreement between the City and the Consultant and supersedes all prior negotiations, representations, or agreements written or oral. No amendment or modification of this Agreement shall be of any force or effect unless it is in writing and signed by the parties. CA revised : 1-2013 Page 4 DATED this -\ day of - , 20\c\ CITY OF TUKW - AIIan Ekberg, Mayor Attest/Authenticated: Citi Clerk, C O'Flaherty CA revised : 1-2013 CONSULT By: Printed Title: Approved as to Form: Office of the City Attorney Page 5 EXHIBIT A Keithly Barber Associates and Toombs & Associates City of Tukwila Public Safety Plan Projects Tukwila, WA December 7th, 2018 Commissioning Services Statement of Qualifications & Proposal for Fire Stations 51 & 52 and Justice Center Solutions for Better Buildings Keithly Barber Associates, Inc. k .kv tr l%,barber .corn Corporate Headquarters: 565 Andover Park West, Suite 101, Tukwila, WA 98188 Tel: 206.865.8254 Fox: 206.246.1691 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 1. EXECUTIVE SUMMARY 2 2. COMPANY PROFILE 3 3. PROJECT APPROACH AND METHODS 6 4. TEAM AND TEAM ORGANIZATION 7 5. AVAILABILITY AND CAPACITY 12 6. PRICING 12 Keithly Barber Associates, Inc. Table of Contents City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 2. Executive Surrmr Attn: SOJ, Owner's Representative Re: City of Tukwila Fire Station 51, 52 and Justice Center Cx Services KBA Point of Contact: Jeremy Fugere, CCP, LEED AP BD+C — Principal. Tel: (206) 835-8254. Email: eremv@ke.thl,>barbe _cOm. Address: 565 Andover Park West, Suite 101, Tukwila, WA 98188. Keithly Barber Associates (KBA) is a Tukwila, Washington based commissioning firm with in-house mechanical, electrical and automated control systems expertise. Our portfolio includes projects ranging in size from a few thousand to over a million square -feet, utilizing project delivery methods from spec/bid/build through design/build and assist, and highly collaborative approaches involving team co - location sites. Our services are provided in accordance with the highest professional commissioning standards, including the Building Commissioning Association's (BCxA) Essential Attributes and Best Practices, and ASHRAE Commissioning Guidelines. KBA helps Owners and Project Teams obtain new and existing building systems that continuously function in accordance with the Owner's requirements. Our team of honest, hardworking, highly experience and creative commissioning professionals accomplish this efficiently, effectively and fairly by expertly listening, considering and collaborating. KBA's proposed team has specific experience with Courthouses, Correctional Facilities and Fire Stations, including the Skagit County Community Justice Center, Stafford Creek Corrections Center, King County Children and Family Justice Center and the Snohomish County Courthouse. In addition to these projects, as a company, KBA has also provided commissioning services for the Kitsap County Jail and Los Angeles County's Men's Central Jail. In addition to these projects, KBA commissioned 70+ State and Municipal government projects of varying types; 26 of which were project managed by either Jeremy Fugere or Myra Ferriols (all on our proposed project team). Members of our proposed team have also commissioned 5 fire stations for the City of Seattle, including Fire Station 10 and Emergency Operation Center, as well as the Seattle Public Utilities Operations Command Center. As a result of our operations command center work, and our many other mission critical projects, such as data centers and medical facilities, we fully grasp the role commissioning plays in providing resiliency and risk management for the mission critical systems associated with the Tukwila public safety buildings. Being located in Tukwila, KBA is particularly eager to participate in these projects, which serve our community with such importance. Our location, within minutes of each project, places us in a unique position to provide cost-effective, high-level service and the frequent on-site coordination associated with efficient commissioning. As a result, we believe that a partnership between the City of Tukwila and KBA will enhance the new construction courthouse and fire station projects by providing assurance that the facilities are served with efficient systems that minimize energy waste and negative environmental impacts and provide a safe, healthy and comfortable environment for occupants. Thank you for the opportunity to submit our proposal. Please don't hesitate to get in touch if you have any questions regarding the enclosed information. We hope to work with you and your team in the near future. Kind regards, Jeremy Fugere, CCP, LEED AP BD+C KBA Principal Keithly Barber Associates, Inc. Executive Summary — Page 1 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 1. Identification of Firm a) Address: 565 Andover Park West, Suite 101, Tukwila, WA 98188 b) Telephone: 206-835-8254 c) Email: ieremy@ keithlybarber.com d) Date Established: 1996 2. Areas of Specialization & Expertise: KBA is an employee owned, commissioning specialty firm with in-house mechanical, electrical and automated control systems capability. We commission both new and existing building systems. Our team of 9 Cx providers has completed 480 projects since 1996, ranging from a few thousand to a million square -feet in the U.S. and abroad. Each of our technical staff have an average of 25 years of experience designing, installing, operating, troubleshooting and commissioning building systems of all types. Our firm is a Certified Small Business Enterprise (SBE) and is certified under King County's Contracting Opportunities Program for Small Contractors and Suppliers. Eight (8) of our 9 CxA's, including our 2 proposed primary commissioning providers are both BCxA/ BCCP Certified Commissioning Professionals (CCP's). The CCP was the first commissioning certification to comply with the WA State Energy Code. 3. Total Size and Breakdown of Firm: KBA employs 9 technical staff and 3 administrative staff. A company organizational chart is included below. Kent Barber Managing Principal Senior Protea Manager P .. LEED AP, CCP Senior Project Managers Ryan Nay PCLEEC 14P CCP C Jeremy Fugere LIED CCP Ken Toombs P E. CCP Professionals Project Managers Myra Ferriols WED AP, CCP CCP Commissionng Professionals Patrick Berdicw CCP. 'AEC AP Technical Commissionng Provider Wes ER,s Jeremy Bromley ccP 4. Previous Project Experience: The team we are proposing for this project has commissioned 70 public safety facilities, including, 5 fire stations and 36 justice and detention facilities. Examples of these projects are summarized below. In addition to 5 projects completed within the last 5 years, we Keithly Barber Associates, Inc. Company Profile — Page 2 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates have included 2 projects that were completed over 5 years ago, and 3 that are in progress, because they seem particularly relevant: Snohomish County Courthouse Addition and Renovation, (Everett, WA). Scheduled for completion in 2021, Jeremy Fugere is the Cx Project Manager, assisted by Myra Ferriols. This 29,000 square -foot addition, plus renovation, includes: Jury Assembly, Sheriff and District Court administrative offices, Criminal Hearings courtroom, secure staff and in -custody circulation in selected courtrooms, Superior Court Trial Courtroom, and updating accessibility in selected courtrooms. Construction involves working within an occupied and functioning courthouse and complex phasing. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems to be commissioned include HVAC systems and controls (including integration with the fire alarm system); fire protection systems; plumbing systems (including drainage systems, domestic water heating system and natural gas system); emergency power generator; lighting controls; access controls and alarm monitoring system; video surveillance system and irrigation system controls. Fire and Rescue Station 72 for Central Pierce Fire and Rescue (Puyallup, WA). Due for completion in June 2019, Myra is the Cx Project Manager/Primary CxA for this design -build project consisting of an approximately 16,500 square -foot, single -story fire and rescue station which includes 12 sleeping rooms, kitchen, dayroom, apparatus bays, multipurpose meeting room, shower/restrooms and support spaces. Services and deliverables were as specified for the Tukwila Public Safety Plan projects, with the exception of the post occupancy review. Systems to be commissioned include HVAC and refrigeration systems and local controls (including integration with the alarm system); plumbing (including gas solenoid valves and hot water heating, pumping and mixing controls); lighting controls (including interior and exterior lighting controls) and power service and distribution. King County Children & Family Justice Center for King County Washington (Seattle, WA). Currently in progress, Jeremy Fugere is the Cx Project Manager for this 229,000 square -foot new construction courthouse, juvenile detention center and parking structure. The CxA team includes Myra Ferriols, Wes Ellis and Patrick Berdick as Field CxA's. The project is pursuing LEED Gold NC -v4.2 EAp1 Fundamental Commissioning and NC v4.2 EAc1 Enhanced Commissioning. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems under commission include HVAC and controls (including integration with the fire alarm system); lighting controls; domestic hot water heating and pumping and mixing controls; fire alarm system; electrical distribution system; emergency generator systems; transfer switches; video surveillance system; electronic safety and security; detention security electronic systems; integrated audio -video systems; integrated projection screens; intercommunications and programming systems; assistive listening system and irrigation system. Skagit County Community Justice Center for Skagit County (Mount Vernon, WA). Completed in 2018, Myra Ferriols was the Cx Project Manager/Primary CxA for the new construction of 243,000 square -foot community justice center with 400 bed capacity. She was assisted by Jeremy Fugere, Patrick Berdick, and Wes Ellis. The project included spaces for rehabilitation programs and training, health and psychological services and food preparation and laundry facilities. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned included HVAC systems and controls (including integration with the fire alarm system); service, domestic and process hot water heating, pumping and mixing controls; kitchen refrigeration; lighting controls, including interior and exterior and envelope air barrier testing. Keithly Barber Associates, Inc. Company Profile — Page 3 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates Point Defiance Zoo SAMi Education Center, Tacoma Public Schools. Construction completed in 2018. Myra Ferriols is the Cx Project Manager/Primary CxA for this project (completed except for the post occupancy review). Myra was assisted during the design phase by Jeremy Fugere. The project is a 30,000 square -foot, environmental education center located inside the Point Defiance Zoo. ft houses 8 teaching stations and science labs, a fabrication shop, discourse spaces, a large collaborative area and administrative spaces. Services and deliverables are as specified for the Tukwila Public Safety Plan projects_ Systems commissioned include VRF HVAC, ducted and un - ducted fan coil units coupled with central outdoor heat pumps and individual energy recovery ventilators for each VRF fan; domestic hot water provided by gas fired water heaters with recirculation pumps; interior and exterior lighting controls that are integrated with the HVAC control systems. Seattle Fire Station #8. Completed 2013. Jeremy Fugere was the Cx Project Manager/Primary CxA for this 2 -story, 7,790 square -foot fire station renovation. Services and deliverables were as specified for the Tukwila Public Safety Plan projects, with the exception of the post occupancy review. Systems commissioned included HVAC and controls, including integration with the fire alarm system; lighting controls, domestic hot water pumps and mixing controls, backup/emergency power, and plumbing trap primers. Seattle Fire Station #14. Completed 2013. Jeremy Fugere was the Cx Project Manager/Primary CxA for this full renovation and seismic upgrade to an existing 17,584 square -foot fire station, originally constructed in 1926. Achieved LEED Silver certification. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned were HVAC (including VRF) & controls, including integration with the fire alarm system; lighting control, and domestic hot water heating, pumping and mixing controls. Seattle Fire Station #40. Completed 2013. Jeremy Fugere was the Cx Project Manager/Primary CxA for this 5,000 square -foot fire station renovation and seismic upgrade. Services and deliverables were as specified for the Tukwila Public Safety Plan projects, with the exception of the post occupancy review. Systems commissioned included HVAC & controls, including integration with the fire alarm system; interior lighting controls, and domestic hot water heating, pumping and mixing controls. Fire Station 1110 (Seattle, WA). Completed in 2009, Jeremy Fugere was the Cx Project Manager/Primary CxA for this 63,000 square -foot renovation facility housing a fire station operations area, a fire alarm dispatch center, and an emergency operations center. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned included HVAC related equipment and control systems, lighting control system and backup and uninterruptable power systems. Received LEED Silver certification in 2009. Seattle Public Utilities Operation Command Center Upgrade (Seattle, WA). Completed in 2008, this 28,753 square -foot center was fully remodeled for the purpose of upgrading the systems. Myra Ferriols was the Primary CxA. Services and deliverables were as specified for the Tukwila Public Safety Plan projects. Systems commissioned were all HVAC systems, lighting controls and domestic hot water. Project received LEED Gold certification in 2010. Keithly Barber Associates, Inc. Company Profile — Page 4 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 4. Project Approach and Methods Briefly discuss your approach and techniques proposed for this project. Managing Projects Simultaneously and Expeditiously: Our approach to managing the 3 projects simultaneously is described under Team Organization, in the Team and Team organization section of this proposal. We refer you to this section to avoid repetition. Integrating Cx Requirements with the Design Consultant and Proiect Team: At its most fundamental level, building commissioning is performed to confirm and document that a building performs in accordance with its functional requirements. However, delivering a building that functions per the Owner's requirements is really the goal of any reputable project team, in its entirety. Emphasizing this common goal provides significant leverage for integrating Cx into the overall project, such that the entire team takes ownership of the commissioning process and its' success. Cooperative commissioning of this type requires the team to support the commissioning plan and specifications, which are logical, project -specifically designed and enforceable. These must be understood by the team and fairly and consistently enforced. KBA's first order of CxA business will be to quickly complete the Cx Process Plan and present it to the team. We suggest that each design team member review and comment on the plan. A final plan is then developed based on review comments and related negotiation. We suggest that each design Cx team member then sign the working plan to indicate acceptance and agreement to follow the process. The construction phase portion of the plan is then fully included in the project's specifications utilizing commissioning specific specifications, and by integrating commissioning requirements into related spec sections. Specifications will focus on project -specific clarity and enforceability, avoiding unnecessary boilerplate. Above all the Cx process, plan and specifications must be evenly and rigorously enforced, and foster a culture of doing things right the first time, addressing issues immediately as they arise. Developing Performance Requirements which are Measurable and Verifiable: Measurable and verifiable performance requirements are the foundation of any valid Cx process, as measurable and verifiable test acceptance criteria and repeatable test procedures are what validate the Cx process. A good CxA begins focusing from the very inception of the Cx process on identifying and documenting what requirements need to be defined, and immediately begins tracking their development through verification as Cx acceptance criteria. Defining basic user requirements, such as room temperatures and lighting level are fairly straightforward and typically a part of any programming agenda; though the CxA's experience in developing commissioning related project requirements adds value to this process. Often, however, a greater challenge exists in defining performance metrics for such things as operator and occupant interface with controls systems and equipment. Developing practical and achievable performance criteria and metrics requires close collaboration between the project's managers, designers, and the buildings future user groups and operators. To this collaborative effort, the CxA brings a focus on how we are going to test and verify the concepts and the skillful use of facilitating documents. Concepts and high -levet goals are documented in the OPR; then developed into quantifiable requirements and specific implementation strategies, which are developed and documented with the BOD documentation and the LEED required 'Current Facilities Requirements' and 'Operations & Maintenance Plan'. The final steps in fine tuning the performance requirements and strategies come while working out detailed control logic and integration in conjunction with developing repeatable functional testing procedures. Quality Control: KBA's general philosophy regarding Cx QA/QC focuses on 'doing things right the first time'. Our Cx Quality Management Plan will be included as an integral part of our overall Cx Process/Management Plan. We formally and vigilantly identify, track and resolve coordination items through every step of the process, always trying to anticipate issues in advance. We use work/document development coordination forms to submit written requests for coordination and information from all project team members. Design reviews utilize similar documentation. Written responses from the team Keithly Barber Associates, Inc. Project Approach and Methods — Page 5 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates are required per the Cx Plan and specifications. Issues affecting project quality, process, schedule and budget are identified and explained for written owner input and direction before issues are checked off as resolved. Pending issues of this type will be included as a part of all progress reports. Work products and deliverables are reviewed by one of our Cx Quality Managers, not only prior to submittal to the client or team, but also on a monthly basis at invoicing time. Invoices will not be submitted until the Cx Quality Manager confirms that the electronic project file contains sufficient work to justify the percentage of work being invoiced for. Progress reports identifying issues affecting project quality, process, schedule and budget will be submitted with each invoice. CxA work samples are submitted for owner review and team input prior to full on development. The samples will also be reviewed by the Cx Quality Manager prior to submittal. Similarly, for standard Cx related work by others, a sample may be requested for CxA review. Risk Management: Commissioning related risk management involves evaluating systems for potential sources of negative impact on resiliency, performance and indoor environment, and prioritizing the application of resources to manage impact probability and severity. Determining the appropriate level of commissioning effort for the various systems and equipment is one example of an exercise in commissioning risk management. Risk management is important for building owners because it helps to protect the returns on their financial investment. Minimization of risk and maximization of value is a function of a project's commissioning scope. The level of assurance commissioning provides an owner increases with the level of commissioning effort allowed by the Cx scope of work. KBA likes to address this from the very earliest scoping efforts via frank and direct communication with the owner and project team. Project schedule management is heavily intertwined with Cx-related risk management. Mitigation involves constantly, vigilantly and honestly assessing the effects of any long-term impacts to the construction schedule on commissioning activities, and collaboratively and creatively working as a team to overcome challenges and roadblocks. This is something at which our team excels. The fact that KBA is located so close to the site will facilitate this by cost effectively allowing the CxA, to make frequent coordination visits to the project site if needed. Team Organization: Our proposed CxA team will be led by Principal/Senior Project Manager Jeremy Fugere, CCP, LEED AP. Jeremy's public safety project resume dates back to LEED Silver, 60KSF Seattle Fire Station 10, which houses Seattle's Emergency Operations Center (EOC). Jeremy worked on this project with SPJ and Weinstein AU, the construction management and architectural firms on Tukwila Fire Stations 51 & 52. After completing Seattle Fire Station 10 in 2009, he commissioned 4 additional fire stations, the last 3 of which were completed in 2013. Jeremy is also KBA's Primary CxA for the King County Children & Family Justice Center and the Snohomish County Courthouse; and he worked on our Skagit County Community Justice Center CxA team. The Tukwila Justice Center architect, DLR, was the architect for the Skagit County Community Justice Center, and is working on the King County Children & Family Justice Center. The scopes of work for all these projects have been similar to the Tukwila Public Safety Projects CxA Scope of Work. Additionally, in the last 10 years Jeremy has commissioned 13 VRF projects involving 3 different types of VRF systems, over half of these in the last 5 years. Finally, through his work in the last 5 years on 3 public safety buildings and 2 data centers, Jeremy is thoroughly familiar with the role commissioning plays in providing resiliency and risk management for the mission critical systems associated with the Tukwila public safety buildings. For the Tukwila Public Safety building projects, we propose Jeremy for the overall Cx Program Leader. He will also serve as the project -specific Primary CxA for the Justice Center. Because construction completion for the Justice Center is scheduled to occur at approximately the same time as construction Keithly Barber Associates, Inc. Team and Team Organization — Page 6 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates completion for Fire Station 52, we propose Senior Commissioning Professional Myra Ferriols, CCP, LEED AP to work with Jeremy and serve as the project -specific Primary CxA for Fire Station 52. Myra was KBA's Primary CxA for Skagit County Community Justice Center, and the Stafford Creek Corrections Center Furniture Factory. She is also working with Jeremy on our King County Children & Family Justice Center CxA team and has commissioned 3 VRF systems. We propose to have Myra serve as the Primary CxA for Fire Station 51, as well as 52, in order to provide continuity between two projects, which have the same project teams and similar systems. Jeremy and Myra will be supported in the field, as required, by skilled and experienced commissioning professionals, Patrick Berdick, CCP, and Wes Ellis. Patrick and Wes played major functional testing roles on our Skagit County Community Justice Center CxA team and will be similarly involved on the King County Children & Family Justice Center. Please refer to the Roles & Responsibility Table (below) for a summary of the specific duties we propose for Jeremy, Myra, Patrick and Wes. Resumes for all 4 of these individuals appear below, as well. 1. Roles and Responsibilities Table: Overall Program Principal Senior Cx PM: Jeremy Fugere, CCP, LEED AP Overall Program Cx Leader. Main client contact. Manage overall resources and coordinate Cx resources. Responsible for development of overall Cx Process Plan. Lead and coordinate the design reviews for all projects. Fire Station 51 Justice Center Fire Station 52 Primary Commissioning Agent - Overall day-to-day leader of the Cx process through final completion. Develop commissioning process plan and specs. Lead CxA design submittal review. Primary responsibility for: CxA submittal review, developing and witnessing HVAC systems readiness and FPT procedures; on-site reviews; witnessing startup; final report and systems manual; post occupancy reviews. Myra Ferriols Jeremy Fugere Myra Ferriols Commissioning Agent - Review contractor submittals and documentation; provide on-site reviews; witness startup; development of systems readiness and FPT procedures; primary responsibility for witnessing systems readiness and FPT procedures, and troubleshooting; O&M and training review; primary responsibility for final Cx documentation and turnover review. Patrick Berdick Wes Ellis Patrick Berdick Keithly Barber Associates, Inc. Team and Team Organization — Page 7 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates 2. Key Team Members Experience and Skill Summary: 3. Proposed Team Resumes: Jeremy Fugere, CCP, LEED AP BD+C Project Manager/Lead CxA Education, Licenses and Certifications • BCxA Certified Commissioning Professional (CCP) • LEED Accredited Professional with a Building Design and Construction Specialty, U.S. Green Building Council, 2011 • LEED Accredited Professional, U.S. Green Building Council, 2007 • AAS, Multi -Occupational Trades, Renton Technical College, WA • Electrician EL07 — Maintenance, Department of Labor and Industries, 2004 • Electrician EL6A07 — HVAC/Refrigeration, Department of Labor and Industries, 2000 • Refrigeration Journeyman Mechanic Class C license, City of Seattle, 1999 • Refrigeration Steamfitter Apprenticeship Program, United Association Local 32, with Honors, 1994- 1999 • Air -Conditioning and Refrigeration Technology I, Universal Technical Institute, with Honors, 1993 • Federal CFC Type I and II Refrigeration License, 1993 General Background Jeremy has a quarter of a century of experience installing, operating and maintaining, troubleshooting and commissioning a wide range of building mechanical, electrical and plumbing systems. He began his career graduating with honors, first from an HVACR Technologies program, then from a 5 year apprenticeship program consisting of ten -thousand hours of academic studies and on-the-job training. This was followed by 9 years at University Mechanical, one of the largest mechanical contractors in Washington State, where he quickly became a Journey -Level Foreman and went on to manage Keithly Barber Associates, Inc. Team and Team Organization — Page 8 of 14 Jeremy Fugere Myra Ferriols Acted as the Primary CxA for comparable projects (Cx Planning and Process Management) 13 years' CxA 100+ projects 14 years' CxA, 50+ projects Experience with energy-efficient design & control strategy optimization 14 years Cx + 3 years as Engineering O&M Manager 12 years Cx Experience in operation, maintenance & troubleshooting of HVAC systems & energy management control systems 14 years Cx + 3 years as Engineering O&M Manager & 9 years Mechanical contracting ad service 15 years HVAC service, 12 years new & existing systems Cx Knowledge in air & water TAB 13 years troubleshooting tool & TAB Cx 13 years troubleshooting tool & TAB Cx Experience with energy management control system trending & data logging 20+ years 12 years Certifications CCP, LEED AP BD+C CCP, LEED AP BCxA Member ✓ V 3. Proposed Team Resumes: Jeremy Fugere, CCP, LEED AP BD+C Project Manager/Lead CxA Education, Licenses and Certifications • BCxA Certified Commissioning Professional (CCP) • LEED Accredited Professional with a Building Design and Construction Specialty, U.S. Green Building Council, 2011 • LEED Accredited Professional, U.S. Green Building Council, 2007 • AAS, Multi -Occupational Trades, Renton Technical College, WA • Electrician EL07 — Maintenance, Department of Labor and Industries, 2004 • Electrician EL6A07 — HVAC/Refrigeration, Department of Labor and Industries, 2000 • Refrigeration Journeyman Mechanic Class C license, City of Seattle, 1999 • Refrigeration Steamfitter Apprenticeship Program, United Association Local 32, with Honors, 1994- 1999 • Air -Conditioning and Refrigeration Technology I, Universal Technical Institute, with Honors, 1993 • Federal CFC Type I and II Refrigeration License, 1993 General Background Jeremy has a quarter of a century of experience installing, operating and maintaining, troubleshooting and commissioning a wide range of building mechanical, electrical and plumbing systems. He began his career graduating with honors, first from an HVACR Technologies program, then from a 5 year apprenticeship program consisting of ten -thousand hours of academic studies and on-the-job training. This was followed by 9 years at University Mechanical, one of the largest mechanical contractors in Washington State, where he quickly became a Journey -Level Foreman and went on to manage Keithly Barber Associates, Inc. Team and Team Organization — Page 8 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates design/build projects. He subsequently spent three -years as Engineering and Maintenance Manager for a prominent Seattle business and property owner, in charge of the operation, commissioning and optimization of the performance of commercial buildings and high-end residences located throughout the U.S. and Europe. Jeremy began commissioning for KBA's parent company in 2005, and was made a KBA Project Manager in 2006. He became a Co -Owner and Principal in 2009. During his 10+ years as a commissioning specialist, Jeremy has performed and managed all aspects of existing and new systems commissioning, for pre -design through post -occupancy. Many of his projects have been sustainable building projects, including over 35 LEED projects with certifications to Platinum level. Specific Areas of Experience and Expertise: KBA is currently serving as Cx sub -contractor to OAC Services for the King County Children and Family Justice Center (KC CFJC) project in Seattle and the Snohomish County Courthouse in Everett. Jeremy is KBA's Cx Project Manager for both projects. The KC CFJC is a 229,000 square -foot newly constructed courthouse, juvenile detention center and parking structure. As part of this project, Jeremy is also managing a specialized commissioning sub -consultant for security electronics and building envelope. The Snohomish County Courthouse project consists of a 29,000 square -foot addition to include new public elevators and egress stairs, a new Jury Assembly and Sheriff and District Court administrative offices. A renovation of the existing courthouse will include updated accessible restrooms, hazardous materials abatement, new fire sprinkler system throughout the existing 118,000 square -foot building, working within an occupied and functioning courthouse, complex phasing, updated accessibility in selected courtrooms, a new Criminal Hearings courtroom, secure staff and in - custody circulation in selected courtrooms, a new Superior Court Trial Courtroom to match the number of existing judicial seats, and seismic bracing. In addition to his courthouse experience, Jeremy has commissioned 5 fire stations for the City of Seattle. Stations #2, #8, #14 and 1140 totaled 69,374 square - foot and included seismic upgrades. Station #10 was the renovation of a 63,000 square -foot facility housing a fire station operations area, a fire alarm dispatch center, and an emergency operations center. Stations #10 and #14 are LEED Silver certified. When Jeremy was in mechanical contracting, he worked on a number of special projects for the Renton police department, as well as the retro -commissioning of Lacey City Hall which housed the City's police department. Myra Ferriols, CCP, LEED AP Field CxA Support Education, Licenses and Certifications • BCxA Certified Commissioning Professional (CCP), 2010 • California Advanced Lighting Control Acceptance Test Technician, #TC -A814073, 2015 • LEED Accredited Professional, U.S. Green Building Council, 2009 • AAS with Honors, HVAC Design Technology, North Seattle Community College, WA, 2005 • HVAC Certificate of Completion, HVACR and Solar Energy Technology, Universal Technical Institute, Phoenix, AZ, 1986 General Background Before becoming a commissioning professional, Myra spent 15 years in the field of HVAC maintenance, repairs and installation. She has employed her extensive hands-on knowledge of HVAC systems as a Commissioning Agent since 2004, when she began commissioning for KBA's parent company. As a commissioning professional Myra has performed all commonly recognized design, construction and post -occupancy phase commissioning activities, including developing commissioning plans and specifications, developing and reviewing Owner's project requirements and AE's basis of design documentation, design submittal and control logic and integration reviews, reviewing equipment and Keithly Barber Associates, inc. Team and Team Organization — Page 9 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates control submittals, maintaining issues logs, performing and reporting on site observations, writing, performing and witnessing functional performance tests and system readiness and installation verification plans, developing final commissioning reports and systems manuals and uploading LEED templates with supporting documents. Myra has commissioned, or been involved in the commissioning of, a wide variety of project types, including early learning centers, K-12 schools, higher education, prisons, jails, manufacturing plants, science labs, pharmacy scale -up labs, performance halls, vivarium's, residential high rises, medical office buildings and hospitals. Myra's excellent technical skills are matched by an ability to communicate effectively with a wide range of project participants and to help resolve issues cooperatively. Myra is serving on the NW Chapter of the Building Commissioning Association Board for the 2018 year. Similar Project Experience: • Skagit County Community Justice Center (Mount Vernon, WA). 110,000 square -foot new construction of inmate housing and programs, health and psychological services, food and laundry services, and was commissioned to LEED Enhanced Cx standards. Myra was the Project Manager. • Stafford Creek Corrections Center (Aberdeen, WA). 47,000 square -foot renovation of furniture factory. Myra was the Project Manager. • King County Children and Family Justice Center (Seattle, WA). 229,000 square -foot newly constructed courthouse, juvenile detention center and parking structure, pursuing LEED Gold, Fundamental Commissioning and Enhanced Commissioning. Myra is the Field CxA for this project. • Snohomish County Courthouse (Everett, WA). 29,000 square -foot addition of public elevators and egress stairs, as well as administrative offices. Renovation of the 118,000 square -foot existing courthouse will include updated restrooms, hazardous materials abatement and new fire sprinkler system. Myra is the Field CxA for this project. • Mukilteo City Hall (Mukilteo, WA). Approximately 18,000 square -foot new construction conditioned with geothermal heat pumps. Received LEED Gold certification in 2010. Myra was the Project Manager. Patrick Berdick, CCP, LEED AP Cx Professional Education, Training, Licenses and Certification • BCxA Certified Commissioning Professional (CCP), 2017 • University of Rhode Island, B.A. • U.S. Naval Nuclear Propulsion Training Center Graduate • Siemens Building Automation Specialist trained • LEED Green Associate Summarized Professional Bio Since joining KBA in early 2014, Patrick has commissioned projects from Hartford, CT to Honolulu, HI. Never one to shy away from a challenge, Patrick has been a critical part of KBA's most challenging projects and is often teamed with Ken Toombs on some of KBA's most important healthcare projects. Patrick was first introduced to the commissioning process as an electrical technician in the U.S. Nuclear Navy and from there worked on building automation in the Puget Sound region as a member of Siemens Building Technologies division. After working closely with commissioning agents on numerous projects, Patrick joined KBA and soon became a certified building commissioning professional. As a commissioning services provider, Patrick has led the commissioning effort for an impressively diverse set Keithly Barber Associates, Inc. Team and Team Organization — Page 10 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates of project types: LEED Platinum certified facilities, medical centers, research vivarium and complex industrial manufacturing plant processes. Wes Ellis Technical Cx Provider Education, Training, Licenses and Certification B.S. Mechanical Engineering, University of Washington, WA, 2003 Summarized Professional Bio Wes is a 12 year commissioning veteran with experience on many different project types, including Higher Education, industrial and research facilities. Wes's greatest strength is his ability to grasp complex building dynamics and the interactions of various building systems. As a result, his skill at writing and executing functional performance and integrated systems tests is highly valued by the KBA team and our clients. He has performed commissioning reviews, written commissioning plans and specifications, performed installation verifications of equipment, observed TAB, completed field documentations, and written and conducted functional performance tests for many different facility types; including higher educational, research and biopharmaceutical production, industrial, high performance, and commercial offices. Wes's commissioning resume includes Gold and Platinum LEED projects, and a 'Living Building Challenge' project. Prior to commissioning, Wes designed and drafted building HVAC systems. Our proposed team has the availability and capacity to commission the project outlined in this RFP. We can say this with confidence because of the way we determine our project teams. We track employee workloads and availability, and do not agree to take on projects unless we can confirm that appropriate key employees and resources are available to satisfy the project schedule. We accomplish this by tracking the 5 -year monthly workload projection of every employee. When we select an in-house project team, we match the projected workloads of our employees with the project schedule; in addition to matching employee experience and professional goals with the project requirements. In order to provide redundancy and continuity through possible illness and vacations, we have involved more than one individual for every project. KBA has maintained a relatively consistent backlog with our approximate present size for the past 12 years. Upon request, we can provide you with a list of client contacts who will attest to our high level of continuity and performance. If selected for this project, KBA commits to maintaining adequate availability in the schedules of the proposed team members. Furthermore, KBA is committed and able to respond rapidly and efficiently to Owner requests and project needs. Our team is headquartered in our Tukwila office, within exceptionally close proximity to the project sites. Our fees for each project are shown in the following schedules of values. The fee is based on the assumptions, clarifications and conditions documented in the CxA Fee Assumptions & Clarifications Appendix attached to this proposal. Keithly Barber Associates, Inc. Availability/Capacity and Pricing — Page 11 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates Fire Station 51: Rate $180 $140 $130 $80 Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA CxP CS Labor Value $ Expense 1.b. Design Phase Cx Kickoff Meeting 0 6 0 $840 $3 1.a. Cx Process Plan 6 $840 $0 2. CxA Review of Draft Construction Documents 4 $560 $0 3. CxA Design Submittal Review 2 4 $800 $0 4. Provide Cx Specifications & Coordinating Verbiage 4 $560 $0 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log 0 6 0 0 $840 $3 6. CxA Review of Major Product Submittals 6 $780 $0 7. CxA Site Observations & On -Site Meetings 0 16 0 0 $2,240 $11 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test (FPT) Procedures 2 14 26 0 $5,535 $0 9. Review Systems' Readiness & Witness FPTs 4 22 29 0 $7,655 $14 10. Additional Testing & Back -Checking Allowance 0 0 9 0 $1,148 11. Review Contractor Provided Training Plan and 0 & M Manuals 6 $780 $0 12. Provide Final Commissioning Report & Record 0 6 1 $920 $0 13. Provide Systems Manual 0 4 4 1 $1,160 $(1 14. Post -Occupancy Review Site visits 0 6 0 0 $840 3 15. Post -Occupancy Review Site reports & coordination 4 $560 $0 Total without PM & Contingency 6 100 84 2 $26,058 $12 Contingency 0 5 4 0 $1,302.90 $1 General PM 0 5 4 0 $1,303 $0 Total Base Scope of Work Labor & Expenses 6 110 92 2 $28,664 $13 Optional Services and Deliverables Add WSEC required controlled receptacles _ 6 $840 $ 3 Fire Station 52: Rate $180 $140 $130 $80 Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA CxP CS Labor Value $ Expense 1.b. Design Phase Cx Kickoff Meeting 0 6 0 $840 $3 1.a. Cx Process Plan 6 $840 $0 2. CxA Review of Draft Construction Documents 4 $560 $0 3. CxA Design Submittal Review 4 6 $1,340 $0 4. Provide Cx Specifications & Coordinating Verbiage 4 $560 $0 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log 0 6 0 0 $840 $3 6. CxA Review of Major Product Submittals 6 $780 $0 Keithly Barber Associates, Inc. Pricing — Page 12 of 14 City of Tukwila; Public Safety Pian Projects; Keithly Barber Associates Rate $180 $140 $130 $80 Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA CxP CS Labor Value $ Expense 7. CxA Site Observations & On -Site Meetings 0 16 0 0 $2,240 $11 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test (FPT) Procedures 2 14 26 0 $5,535 $0 9. Review Systems' Readiness & Witness FPTs 5 25 34 0 $8,789 $15 10. Additional Testing & Back -Checking Allowance: 0 0 10 0 $1,318 $0 11. Review Contractor Provided Training Plan and 0 & M Manuals 6 6 $780 $0 12. Provide Final Commissioning Report & Record 0 6 0 1 $920 $0 13. Provide Systems Manual 0 4 4 1 $1,160 $0 14. Post -Occupancy Review Site visits 0 6 0 0 $840 $3 15. Post -Occupancy Review Site reports & coordination 16 4 37 0 $560 $0 Total without PM & Contingency 6 105 91 2 $27,902 $34 Contingency 0 5 5 0 $1,395.11 $2 General PM 0 5 5 0 $1,395 $0 Total Base Scope of Work Labor & Expenses 7 115 101 2 $30,692 $36 Optional Services and Deliverables Add WSEC required controlled receptacles 6 $840 $3 Add backup power transfer test 16 $2,240 $3 Justice Center: Rate $180 $140 $115 $80 Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA TCx CS Labor Value $ Expense 1.b. Design Phase Cx Kickoff Meeting 6 0 0 $1,080 $3 1.a. Cx Process Pian 6 $1,080 $0 2. CxA Review of Draft Construction Documents 4 $720 $0 3. CxA Design Submittal Review 2 4 $820 $0 4. Provide Cx Specifications & Coordinating Verbiage 6 $1,080 $0 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log 6 0 0 0 $1,080 $3 6. CxA Review of Major Product Submittals 6 $690 $0 7. CxA Site Observations & On -Site Meetings 48 0 0 0 $8,640 $22 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test (FPT) Procedures 16 0 37 0 $7,173 $0 9. Review Systems' Readiness & Witness FPTs 65 0 102 0 $23,389 $45 10. Additional Testing & Back -Checking Allowance: 0 0 31 0 $3,508 11. Review Contractor Provided Training Plan and 0 & M Manuals 6 $690 $0 Keithly Barber Associates, Inc. Pricing — Page 13 of 14 City of Tukwila; Public Safety Plan Projects; Keithly Barber Associates Rate $180 $140 $115 $80 $140 Senior Commissioning Professional (SCxP) Base Scope of Work Services and Deliverables Princ/ SPM Hours PCxA TCx CS Labor Value $ Expense 12. Provide Final Commissioning Report & Record 6 1 $1,160 $0 13. Provide Systems Manual 4 4 1 $1,260 $0 14. Post -Occupancy Review Site visits 6 0 0 0 $1,080 $3 15. Post -Occupancy Review Site reports & coordination 4 $720 $0 Total without PM & Contingency 179 0 190 2 $54,170 $75 Contingency 9 0 9 0 $2,708.48 $4 General PM 9 0 9 0 $2,708 $0 Total Base Scope of Work Labor & Expenses 197 0 209 2 $59,587 $79 Optional Services and Deliverables Add WSEC required controlled receptacles 12 $2,160 $3 Add WSEC required energy metering 12 $2,160 $3 Add backup power transfer test 16 $2,880 $3 Rate Schedules. All Proiects: Labor & Travel Time Rate $/Hour Principal or Senior Project Manager/ Primary Cx Authority (SPM/CxA) $180 Project Manager/Primary Cx Authority (PCxA) $140 Senior Commissioning Professional (SCxP) $140 Commissioning Professional (CxP) $130 Technical Commissioning Provider (TCx) $115 Clerical Support $80 Labor rates will escalate by 3.0% per year beginning one year from the contract Date Reimbursable Expenses Rate Mileage IRS Rate at time of invoicing Parking KBA cost Keithly Barber Associates, Inc. Pricing — Page 14 of 14 REQUEST FOR PROPOSAL PROPOSAL CERTIFICATION FORM TO: SOJ, Owner's Representative The undersigned provider hereby certifies as follows: That he/she has read the City of Tukwila RFP and the following Addenda and to the best of his/her knowledge has complied with the mandatory requirements stated herein: Addenda Number No. 1 Issue Date November 27, 2018 2. That he/she has had the opportunity to ask questions regarding the Request for Proposal, and that if such questions have been asked; they have been answered. 3. That the proposer's response is valid for 90 days. Dated at Friday. , this seventh of December 2018. Principal (Signature) Jeremy Fugere (Title) jeremy@keithlybarber.com (Print Name) (Email Address) Keithly Barber Associates 206-835-8254 (Company Name) (Telephone Number) 565 Andover Park W. #101 206-246-1691 (Address) Tukwila (City) WA (State) 98058 (Zip) (Fax Number) Page 2 of 8 Keithly Barber Associates and Toombs & Associates Solutions for Better Buildings Appendix: CxA Fee Assumptions & Clarifications, 12/07/2018 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) A. General Assumptions & Clarifications 1. The CxA scope of work is to provide the minimum CxA services and deliverables for compliance with the RFP and the Washington State Energy Code. 2. The services and deliverables in this proposal are consistent with the commissioning requirements of the Washington State Energy Code; however, overall compliance with these codes, including completing the Energy Code Commissioning Checklist, requires services and deliverables that are often provided by others. Related assumptions for this proposal are: a. Complete written narrative of how each system and piece of equipment is intended to operate. Provided by others (such as the AE) and provided to the CxA for inclusion in the Final Cx Report. b. Confirmation that TAB has been completed. KBA will perform a field back -check of 10% of the TAB contractor reported measurements and settings for accuracy; however, reviewing the full TAB report for compliance with the project documents will be provided by others (such as the AE). In order to comply with energy code Cx requirements, the review report (or some other form of written confirmation) must be provided to the CxA for inclusion in the Final Cx Report. c. Confirmation that duct leakage testing has been completed per the project requirements. Provided by the CxA as described under Systems Readiness Review in the Services and Deliverables section of this proposal. d. Confirm record documents and training provided per spec & energy code requirements. Review of training plan and O&M Manuals by CxA, per RFP. Review of any other record documents provided by others (such as the AE. The CxA will need to receive a letter verifying completion from the party providing this service, in order to complete the code required Cx Checklist at the end of the project. e. Envelope, air barrier testing. Provided by others. KBA will gladly add this to the scope of work upon request; including design & construction review services, as well as testing in order to reduce the chances for expensive mitigation required to resolve failed test issues. If added, the work will be performed by an established associate sub -consultant, to be approved by the client. 3. Scheduling milestones are per the RFP. Extending the schedule might affect the CxA scope of work and associated fee. 4. The field review of the systems readiness documentation and witnessing of functional performance testing (see Review Systems' Readiness & Witness FPTs under Services and Deliverables) for each project will occur during a single continuous period occurring on consecutive workdays. Breaking these activities in to multiple phases may affect the level of CxA effort and the associated fee. B. Salgratantiguigment within the CxA Scope of Work. Assumptions & Clarifications. The systems within the base scope of work and associated CxA fee are in accordance with the RFP. These are listed below along with related assumptions. Additional Washington State Energy Code (WSEC) requirements are noted; associated CxA fees are provided separately. It is assumed that the extent Page 1 of 9 565 Andover Park West, Suite 101, Tukwila, WA 98188; Phone 206 835 8254; Fax 206 246 1691; www.keithlvbarber.com Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 and complexity of the Justice Center systems are consistent with the 100% DD Drawings and Specifications; that the extent and complexity of the Fire Station 51 systems are consistent with the 60% CD Drawings and 100% DD Specifications; and that the extent and complexity of the Fire Station 52 systems are similar to the 60% CD Drawings and 100% DD Specifications, except that they will serve a larger (approximately 15 KSF 2 -story) building with the Fire Department Headquarters and a training room that will serve as backup for the emergency command center: 1. Base Scope of Work. a. Heating, ventilating, air conditioning & refrigeration systems and controls; including integration with the fire alarm system b. Lighting controls. 1) Interior lighting. a) The extent and complexity of automated daylight dimming control is the minimum required to satisfy applicable energy code requirements. Additionally, KBA will confirm basis of design lighting levels per the WSEC. KBA will functionally test 15% of these zones b) Interior lighting control in areas without automated daylight dimming control is the minimum required to satisfy applicable energy code requirements. It will consist of time of day scheduling and occupancy sensors. Additionally, KBA will confirm basis of design lighting levels per the WSEC. KBA will functionally test 15% of occupancy sensors and 15% of time of day zone control. c) The following functions are not typically energy focused and are not included in this proposal but may be added upon request: manual on/off control, manual dimming, and programmable lighting level control (not associated with daylight dimming). 2) Exterior lighting control will consist of time of day scheduling and photo cells. Additionally, KBA will confirm basis of design lighting levels per the WSEC, KBA will functionally test 15% of these zones. c. Service/Domestic/Process water. Hot water heating, pumping, and mixing controls; including hot water delivery times and metered shutoff times at fixtures 2. WSEC required systems not included in the RFP. a. Controlled receptacles will be fully commissioned in accordance with the WSEC. b. Energy metering. Energy metering listed above will be commissioned as a part of the associated system per the WSEC. 3. Optional backup power transfer test. For mission critical facilities, we're typically asked to include functional testing of power transfer from normal utility to UPS and backup power, and back again. We suggest this might be desirable for the Justice Center, with its emergency command center, and Fire Station 52, with its backup command room. However, because backup power was not listed in the RFP scope of systems, we've provided separate alternate pricing. C. Services and Deliverables Assumptions & Clarifications (all provided separately for each of the 3 projects) Everything described in the RFP is included. Only additional clarification is included here. 1. Cx Process Plan, Initial Cx Kickoff Meeting Page 2 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 a. Cx Process Plan: Provide a Commissioning Process Plan as required by the Washington State Energy Code (WSEC). In accordance with these requirements and industry standards, the plan will describe the commissioning process, team member roles and the equipment and systems to be commissioned. A commissioning coordination schedule and sample commissioning procedures and forms will also be included. The plan shall be submitted to the owner and the project team for review; and presented and discussed at the design phase commissioning kickoff meeting. Review comments will be incorporated into the working version of the plan. b. Design Phase Cx Kickoff Meeting: Lead a design phase commissioning kickoff meeting to present the commissioning plan to the project team, emphasizing the process and team member roles. 2. CO Review of Draft Construction Documents: Review the initially available construction documents for project familiarization and to obtain information needed to provide the Cx Process Plan. 3. CxA Design Submittal Review: Provide commissioning reviews as described below to verify that the review issues were addressed. The focus of the commissioning review shall be for: 1) consistency between the owner's project requirements, the basis of design, and the construction documents; 2) the ability to commission the components, equipment and systems, and the ability to perform future diagnostics and re -commissioning; and 3) issues pertaining to Tong -term performance and maintenance of components, equipment and systems within the commissioning scope of work. Written review comments will be provided. The Design Team and owner's representatives respond to the comments in writing. If necessary, to resolve the issues, the CxA, AE and Owner meet and discuss the written responses. Upon request, this and any other design coordination meetings that were not described in the RFP will be provides on a time and expense basis. Per RFP Addendum No. 1, the design reviews for the various buildings will be performed in accordance with the following: a. Justice Center & Fire Station 52: One design submittal, and one back -check of the nearly completed construction documents, as described above. b. Fire Station 51: Construction documents will be 100% complete and permit issued by the time the CxA has been hired; therefore, a commissioning coordination review will be provided to specifications in order to obtain information required to develop the commissioning specifications, checklists and test procedures. If further information or clarification is required to complete the commissioning checklists and test procedures, the CxA shall submit to the project team a commissioning procedures coordination form describing the information and clarification needed. The coordination form will also document any of the following issues that may be discovered during the review: issues pertaining to long-term performance and maintenance; the ability to commission the components, equipment and systems; and the ability to perform future diagnostics and re- commissioning. The project team responds to the comments in writing. Design coordination meetings may be added to the CxA scope of work upon request. 4. provide Cx Specifications & Coordinating Verbiage: Provide the commissioning specification sections and verbiage to integrate commissioning into related sections of the specifications. 5. Construction Phase Cx Kickoff Meeting & Cx Issues Log: Page 3 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 a. Construction phase Cx kickoff meeting: Lead a construction phase commissioning kickoff meeting with the Owner, Design Team and Contractors to discuss issues related to the specified commissioning process. b. Cx issues log: Provide a commissioning issues log, which shall be maintained and updated on a regular basis during the entire construction phase commissioning process. 6. CxA Review of Maior Product Submittals: Review the submittals of major equipment and systems included in the commissioning scope of work and provide one back -check of re - submittals to verify that the review issues were addressed. The focus of the commissioning review shall be for: 1) compliance with the owner's project requirements and the basis of design; 2) the ability to commission the components, equipment and systems, and the ability to perform future diagnostics and re -commissioning; and 3) issues pertaining to long-term performance and maintenance of components, equipment and systems within the commissioning scope of work. Written review comments will be provided. This review is supplemental to, and will be performed concurrently with, the AE review. It shall be the responsibility of the AE to integrate the CxA comments into the AE review. 7. CxA Site Observations & On -Site Meetings: a. Site observations: Perform on-site observations during the construction process, in addition to on-site time required for functional performance testing. These site observations are supplemental to the construction review performed by the AE team, and are not intended to fulfill the traditional AE's role of confirming that construction complies with the contract documents. The primary purpose of these observations will be to identify commissioning related issues before they are repeated throughout the project; though the incidental discovery of any MEP systems issues will be reported. A site observation report will be provided to the owner within three working days after each site visit. All issues discovered during site observations shall be logged and tracked by KBA until resolved. Resolution of issues that pertain to AE construction review will be transferred to the Design Team for resolution management. This proposal includes back -checking logged commissioning issues one time, after the CxA has received written notification from the Contractor describing how the issue has been resolved. Additional back -checking needed as a result of a lack of action by the Contractor is not included in this proposal. Upon receiving written authorization, this service may be provided on a time and expense basis. Note: the number of site visits required are not specifically identified. The number of site visits included is recommended by KBA based on the duration of these projects and may be increased or decreased with owner preference. 1) Fire Station 51 Site Observations: 4 2) Fire Station 52 Site Observations: 4 3) Justice Center Site Observations: 8 b. On -Site Meetings: Provide construction phase commissioning meetings as follows, in addition to the kickoff meeting: 1) In conjunction with the on-site observations (Re: previous service item), conduct on-site commissioning meetings, as needed during the construction process. 2) During periods of installation verification and functional testing, meetings shall be held in conjunction with commissioning site work as needed. Page 4 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 3) Additional meetings may be attended on a time and expense basis upon written authorization from the client. 8. Provide Systems Readiness Checklists (SRCs) & Functional Performance Test fFPT) Procedures: a. Provide SRCs: Provide Systems Readiness Checklists (SRCS) for the contractor to document that systems are ready for functional testing and turnover to the owner. b. Provide FPT Procedures: Provide functional performance test (FPT) procedures utilizing input from the A/E and the Contractor. A description of A/E and Contractor participation in FPT development shall be included in the Commissioning Plan. The CxA shall include language in the project specifications that requires the Contractor's participation in developing the working FPTs. 9. Review Systems' Readiness & Witness FPTs: a. Review Systems' Readiness: Review the Contractors' installation and systems readiness prerequisites for functional testing. The CxA's systems readiness review is not intended to fulfill the traditional AE's role of confirming that construction complies with the contract documents. The CxA's scope of work pertaining to these activities shall consist of the following: 1) Review the contractor's startup, testing, and TAB plans. Review completed documentation and include in the final commissioning report. 2) During one of the CxA site observations, witness duct leakage pressure testing methodology. Review completed documentation and include in the final commissioning report in order to comply with related WA Energy Code requirement. 3) Review the contractor's startup, testing, and TAB plans. Review completed documentation and include them in the final commissioning report 4) Witness the TAB contractor's demonstration of 1096 of TAB measurements and settings. Verify recorded data is within specified tolerances and field measurement, is equivalent to recorded data ± repeatability of instrumentation. Proposal assumes specified tolerances are obtainable with standard HVAC TAB equipment. If the actual data observed in the field is not consistent with the specified acceptance criteria and the data documented on the contractors TAB forms, the contractor will make corrections and may be required to demonstrate the data for all similar systems equipment or components. It is assumed that the AE Team Mechanical Engineer will review the final TAB Report to confirm that reported readings and settings are per the contract requirements and provide to the CxA a summary of the review report for inclusion in the Final Cx Report, A record of the TAB report review is required in order to comply with WA Energy Code requirements for commissioning. 5) System Readiness Documentation: a) The CxA creates System Readiness Checklists (SRCs), which document that the systems and equipment have been provided in accordance with the project requirements and are ready for functional testing and turnover to the owner and is ready for functional testing. b) The Contractor completes and signs the forms and submits them for CxA review. c) The CxA reviews the Contractor completed forms and performs a field double-check of the contractor's forms during CxA site observations or at the time of functional Page 5 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 testing. The sampling rate described below under Witness FPTs, shall apply to field double-checking SRCs. Acceptable results must be demonstrated for all double- checked forms. If the actual state of the system, equipment, or component is not consistent with the state documented in the readiness form, the readiness forms for all similar systems equipment or components may be double-checked. b. Witness FPTs: Witness the Contractor's demonstration of the functional performance test (FPT) procedures. Per specifications provided by KBA, the contractor shall perform the FPTs on all systems and equipment within the commissioning scope of work; then demonstrate the FPTs and associated acceptance criteria to the CxA. When identical software programming is used to control multiple similar systems, the CxA may witness functional performance testing on a selection of 15% (but at least 5) of the similar equipment and systems, which shall be chosen by the CxA at the time of the test demonstration. BAS mapping and trend logging that demonstrates stable real-time performance must be reviewed for all systems (no sampling). Scheduling and coordinating the Contractor's participation in functional performance testing shall be the responsibility of the Contractor. If the functional test demonstrations do not confirm the acceptance criteria, the contractor will be required to resolve the issues and demonstrate the FPTs again. For systems that were sampled, the contractor may be required to demonstrate the FPTs all similar systems equipment or components. The CxA labor and expenses for this additional witnessing will be provided in accordance with the Assumptions section of this proposal. All issues discovered during functional testing shall be logged and tracked by KBA until resolved. 10. Additional Testing & Back -Checking Allowance: This allowance is 15% of the "Review systems' readiness" and "Witness FPTs" fee and shall be used to reimburse the CxA for repeating installation verification, functional performance testing and TAB verification procedures, when required as a result of a lack of preparation or coordination by the Contractor. 11. Review Contractor Provided Training Plan and 0 & M Manuals: a. Review the Contractor's owner training plan to confirm compliance with the project requirements. b. Provide the training documentation forms to be completed by owner and the General Contractor's Commissioning Coordinator; completed forms shall be included in the final commissioning report. Provide supporting specifications verbiage. c. Review the Contractor provided 0 & M Manuals to confirm compliance with the project requirements. 12. Provide Final Commissioning Report & Record: After commissioning has been completed, provide the Final Commissioning Report in compliance with the Washington Energy Code (WSEC), and the BCA's Essential Attributes of Building Commissioning. One hard copy shall be provided along with three compact disk (CD) copies. a. The Final Report shall consist of the following: 1) An executive summary summarizing the overall process as it was performed and the operating condition of the systems at the time of functional test completion. 2) A completed WSEC Commissioning Checklist 3) A summary of how the project benefited from commissioning. 4) The Commissioning Process Plan & Specifications. Page 6 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 5) The commissioning issues log, which summarizes issues that were discovered during commissioning and the measures taken to correct them; including uncorrected operational deficiencies that were accepted by the owner 6) Important operational considerations, if relevant 7) A description and estimated schedule of deferred testing, if relevant. b. In addition to the final report, The Commissioning Record will be provided as an appendix on compact disk (CD). Three CD's will be provided. The content of The Commissioning Record shall be as follows: 1) Reports that document all commissioning field activities as they progressed. 2) Comments and resolutions from commissioning reviews of design documentation and construction submittals. 3) Documentation of the 0 & M's and training reviews 4) Minutes of commissioning meetings 5) Pre -Functional Testing/Systems Readiness documentation 6) Functional test procedures and results. c. Post Occupancy/End of Warranty Cx Report — to be submitted separately after the Post Occupancy/End of Warranty review d. In compliance with the WSEC, one Preliminary Commissioning (Progress) Report will be submitted prior to final mechanical, electrical and plumbing inspections, if requested by the Authority Having Jurisdiction. This report will be a progress version of the following sections of the Final Commissioning Report: Executive Summary, WSEC Commissioning Checklist, Issues Log, Deferred Testing Schedule. 13. Provide Systems Manual: Along with the Final Report, provide a Systems Manual. The Commissioning Systems Manual (CSM) is intended for facilities and operating staff, as well as future designers of revisions, retrofits & remodels. The document's purpose is to provide information to help understand and optimally operate the systems within the commissioning scope of work. While the Operations & Maintenance (O&M) Manuals focus on equipment, the CSM focuses on the operation of systems, particularly interactions between different equipment & systems. The Systems Manual is compiled by the CxA but includes documentation provided by the contractors: a. Documentation of the owner's design intent and the AE basis of design, as provided by the owner and AE. b. Systems one -line schematics (provided to CxA by contractors from the record drawings). c. Record sequences of operation, control drawings, original setpoints, and component calibration schedule (provided to CxA by contractors from record controls submittal). d, Integrated building systems descriptions and special operating instructions (by CxA). e. Recommended schedule for retesting of commissioned systems (by CxA). f. Recommended re -calibration schedule (provided to CxA by contractors from manufactures, complied by CxA). Re -commissioning FPTs (by CxA). g. Page 7 of 9 Tukwila Public Safety Protects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 h. Date major equipment placed into continuous operation, date of most recent servicing, and manufacturer's recommended dates for next servicing (provided to CxA by contractors from manufacturers, complied by CxA). KBA will provide specification language requiring the O&M Manuals submitted by the Contractor to include recommended schedule of maintenance requirements and frequency. 14. Post -Occupancy Review: Near the end of the warranty period, the Commissioning Authority shall provide a post -occupancy review as follows: Review trend logs and interview building operators and occupants to assess whether the systems are still operating in accordance with the baseline documented during functional performance testing. Assist with identifying warranty issues. Provide a report including a plan to be followed by the owner to address any issues. D. Additional Assumptions & Clarifications 1. The fee is based on the documented assumptions, clarifications and conditions documented in this appendix. Deviation from these requires review of the Commissioning Authority (CxA) scope of work and fee proposal. These assumptions, clarifications and conditions shall become a part of the CxA contract. 2. Factors that affect the level of construction phase commissioning effort may be developed during design phase. It is therefore, recognized that the construction phase CxA fee will be reviewed at the end of design phase. 3. This proposal includes services to be provided after closeout of the construction phase. Unless otherwise directed by the owner in writing, KBA shall invoice for post -construction work as it is completed. In some cases, this may occur a year or more after substantial completion. Payment for post -construction work is due upon receipt of the invoice. It is the responsibility of the client to provide alternative direction to KBA if this invoicing procedure is not consistent with the client's policy for post -construction funding and payment. 4. If applicable, notification to suspend work shall be provided by the client to KBA in writing. The client shall be liable for reimbursement of work performed prior to such notification. 5. The Commissioning Plan and Specifications provided by KBA will clearly specify that the Contractor is responsible for providing written verification that the systems they provide will pass the installation verification, functional performance testing and TAB verification acceptance criteria, as defined within the project specifications and commissioning plan. These specifications also include language making the Contractor responsible for Commissioning Authority costs associated with repeating installation verification, functional performance testing and TAB verification procedures, when required as a result of a lack of preparation or coordination by the Contractor. The scope of this proposal includes an allowance for repeating installation verification, functional performance testing and TAB verification procedures as a result of a lack of preparation or coordination by the Contractor; it does not provide for Commissioning Authority time spent beyond this allowance, repeating installation verification, functional performance testing and TAB verification procedures as a result of a lack of preparation or coordination by the Contractor. Upon receiving written authorization from the client, this service may be provided at an additional cost 6. Commissioning services require access to a variety of design and submittal documents from the owner, design team and various contractors. This includes, but is not limited to, specifications, drawings, addendums, test forms and product submittals. This proposal is contingent upon timely submittal of requested documents to KBA by the client or the client's representative. For Page 8 of 9 Tukwila Public Safety Projects (Justice Center and Fire Stations 51 & 52) CxA Fee Assumptions & Clarifications, 12/07/2018 design submittal reviews a complete hardcopy set of mechanical, electrical and plumbing (MEP) plans & specs will be provided. For construction phase, KBA will be provided with a complete hardcopy set of conformed specifications and half -sized plans, showing all addenda. If a conformed set is not produced, "Issued for Construction" documents (or equivalent) will be provided. 7. The client, or a representative of the client, will provide KBA with updated project schedules. 8. Invoices for services and expenses will be issued monthly for the portion of work completed during that month. 9. This proposal shall remain valid for 30 days Page 9 of 9