V-E State College Area School District Office of Physical ... · 28/08/2017 · Page 1 of 1 V-E...

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V-E State College Area School District

Office of Physical Plant Ed Poprik, Director

To: Board of School Directors From: Ed Poprik RE: Elementary School Commissioning and Indoor Air

Quality Date: August 28, 2017 Recommend that the Board of School Directors select NV5, Inc. as the preferred Commissioning Agent for the Elementary School projects. Further recommend that the Board authorize administration to negotiate a contract for the commissioning and indoor air quality services outlined in the proposal dated August 15, 2017. Background: As part of the LEED (Leadership in Energy and Environmental Design) certification process, Commissioning Services and Indoor Air Quality testing are required for the Elementary School projects. Based on the successful performance of NV5 as part of the High School project team, the district sought a proposal for the Elementary School projects. (“NV5” was previously named “Sebesta” and was selected for the High School project via a competitive RFP process.) This recommendation is based on administrative review coupled with feedback from Massaro Construction Management. At the 60% soft cost estimate, the district estimated that fees at each school would be $75,000 for commissioning and $10,000 for Indoor Air Quality testing. These estimates were extrapolated from tasks and quantities used for the High School project. This proposal is in line with those estimates. Attachment Proposal from NV5 dated August 15, 2017

August 15, 2017 State College Area School District Attn: Ed Poprik 131 West Nittany Ave. State College, PA 16801 Re: Proposal for Building Commissioning Services, State College Area School District Corl Street,

Radio Park and New Elementary Schools; NV5 Proposal No. P8-5701714.39 Sebesta, Inc., dba NV5 (NV5) is pleased to present our proposal to provide commissioning (Cx) services for the renovations, additions and new construction of the State College Area School District (SCASD) Corl Street, Radio Park and New Elementary Schools located in State College, PA. We appreciate the opportunity to be considered to support the project team and help SCASD accomplish your construction goals. Our commissioning team has experience commissioning similar projects and we have local experts that will manage diligently, oversee and execute the commissioning of these three buildings. Regular visits made by our readily available staff will allow a close watch on construction progress and installations and facilitate a collaborative approach with excellent communication. In the attached proposal, we outline our detailed scope of services, deliverables, schedule, compensation, and clarifications. You’ll find NV5 has the experience, qualifications, and values that exceed those needed for commissioning the project, including: • NV5 has provided commissioning services on a continuous basis for over twenty-one years.

• We utilize a web-based Commissioning Tool (CxAlloy™) to manage projects. This tool provides a unique process for managing the recording and reporting of “live” field reports, checklists, functional performance testing, and commissioning Issues tracking.

• Many NV5 staff, and our proposed team, hold memberships in ASHE, ASHRAE, AEE, IEEE, and BCA. NV5 is a charter member of and maintains a corporate sustaining membership with the Building Commissioning Association and corporate sustaining member of the US Green Building Council. We are a NEBB-certified commissioning firm and several individuals hold NEBB Building Systems Commissioning or TAB Supervisor certification.

• Our commissioning team members have training and extensive field experience with Automated Logic, Siemens, Johnson Controls, and other direct digital control systems.

• NV5’s quality control process is designed to continuously improve our commissioning services and how we approach projects, including assignment of Cx Agents and Subject Matter Experts that specialize in systems included on each project. Our process also involves regular reporting to facilitate both project level and overall consultant/client communications on a monthly basis aimed to improve project performance and assure alignment with SCASD’s desired expectations.

We look forward to your review of our proposal and the opportunity to discuss it with you in more depth. If you have any questions, please feel free to contact Kevin Barnett at 717.433.3370, or [email protected]. Sincerely, Kevin Barnett, LEED AP, CxA Charles Wendt, PE Project Manager Principal-in-Charge

FIRM OVERVIEW AND PROJECT TEAM Firm Description NV5 is a nationally recognized provider of full-service commissioning, energy performance, and planning and design services. As a company, we promote collaborative and sustainable solutions that are designed to ensure occupant comfort, improve efficiency and reduce operational costs. Our ability to connect across markets and disciplines allows us to approach our core services from different perspectives, and gives us an unmatched ability to create innovative solutions. NV5’s professional staff is linked across a nationwide network of offices. As a premier service provider of consulting solutions, we deliver our integrated services as a unified team throughout our client-focused market segments. Approaching challenges from different perspectives — from master planning to detailed design, implementation and optimization strategies — we support our clients through every phase of a project with expert advice that optimizes the effectiveness of their facility budgets. NV5 has a depth of unique expertise and project specialization including: Commissioning; Retro-Commissioning; Plant and Process Engineering; Building Systems Analysis & Design; Power Delivery Systems; Energy Performance; Sustainability and Owner’s Representation. Our professionals operate as an integrated workforce to create multidisciplinary teams that provide a range of technical knowledge and services encompassing project management, process and value engineering, planning and studies, construction services, cost estimates and analysis. In addition to the engineering backgrounds these personnel have hands-on experience as project management professionals, sustainability specialists, qualified commissioning professionals, test, adjust & balance technicians, LEED accredited professionals, certified energy managers, certified facility managers and facility O&M technicians.

ADDRESS AND PRIMARY CONTACT Local Office: 1220 Valley Forge Road, #1 Phoenixville, PA 19460-2676 Phone: 610.422.3025 Contact: Kevin Barnett, LEED AP, CxA Project Manager Phone: 717.433.3370 E-Mail: [email protected] S E R V I C E S M A R K E T S

Commissioning Education Planning & Design Government Energy Performance Commercial Sustainability Healthcare Client Utility Solutions Power Delivery Owner’s Rep O F F I C E S

Arlington, VA Chicago, IL St. Paul, MN Philadelphia, PA Cedar Rapids, IA Madison, WI Dallas, TX Boston, MA Houston, TX New York, NY Austin, TX Raleigh, NC A S S O C I A T I O N S

American Society of Heating, Refrigerating and Air-Conditioning Engineers U.S. Green Building Council Building Commissioning Association AABC Commissioning Group National Environmental Balancing Bureau

Proposed Commissioning Authority Kevin Barnett, LEED AP, CxA, will serve as Commissioning Authority and Project Manager for this project. Mr. Barnett has over 22 years of industry experience, with a strong background in automatic temperature controls and building automation systems. For more than 19 years, he has maintained a quality control emphasis while managing controls and commissioning projects that range in size and complexity from minor additions and upgrades in the K-12 and light commercial market to complete retrofits and new construction of facilities for government, military, pharmaceutical, healthcare and higher education clients. He has significant experience with USGBC’s LEED System. He is also highly skilled in troubleshooting building systems. Mr. Barnett will effectively lead our team of engineers and specialists using the following traits developed over several years of delivering successful projects:

• Leadership of Commissioning Team and Serving as Extension of Owner Staff

• Commissioning Plan Development • Leadership of Design Phase Review

• Development of Pre-Functional Checklists and Functional Performance Tests • Training of Operations and Maintenance Staff to satisfy LEED Requirements

• Highly Organized and Able to Work with Management and Trade Contractors

• Excellent Verbal and Written Communication Skills

BUILDING COMMISSIONING EXPERIENCE KEVIN BARNETT, LEED AP, CxA COMMISSIONING AUTHORITY/ PROJECT MANAGER

Mr. Barnett has 22 years of industry experience, with a strong background in automatic temperature controls and building automation systems. For more than 17 years, he has maintained a quality control emphasis while managing controls and commissioning projects that range in size and complexity from minor additions and upgrades in the K-12 and light commercial market to complete retrofits and new construction of facilities for government, military, pharmaceutical, healthcare and higher education clients. He has significant experience with USGBC’s LEED System. He is also highly skilled in troubleshooting building systems. Since 2005, Mr. Barnett has served as a manager of a commissioning department and overseeing or managing projects as the commissioning authority and project manager. Mr. Barnett’s experience, training and certifications enable him to be a knowledgeable and effective leader for projects regardless of size, complexity or certification goals. EDUCATION

Associates in Electrical Technology, Pennsylvania College of Technology Bachelor of Science, Electrical Engineering Technology, Pennsylvania State University, Capital College ACCREDITATIONS, ASSOCIATIONS AND LICENSES

LEED Accredited Professional Certified Commissioning Authority, AABC Commissioning Group (ACG) SPECIALTY AREAS Commissioning and Retro-Commissioning Programmable Logic Devices Building Automation Systems Automatic Temperature Controls Traditional Testing and Balancing Building Energy Enhancement Energy-Efficient Equipment & Control Strategy Optimization Building Energy Modeling/ Performance Simulation Environmental Sustainable Design and LEED Projects Building Envelope Commissioning Indoor Air Quality Planning & Testing

SELECT PROJECT EXPERIENCE State College Area School District New High Schools (Currently In Construction) Commissioning Role: Project Manager / CxA Exeter Township School District New Elementary School* Commissioning Role: Project Manager / CxA

North Schuylkill School District New Elementary School* Commissioning Role: Project Manager / CxA

Penn State University South Frear Renovation Commissioning Role: Project Manager / CxA

Penn State University South Halls Renovation and New Building Commissioning Role: Project Manager / CxA

Penn State University HHD Renovation and Addition Commissioning Role: Project Manager / CxA

Penn State University Recreation Hall Main Gym Air Conditioning Commissioning Role: Project Manager / CxA * Indicates work performed prior to NV5

PROJECT APPROACH Technical Commissioning Process Commissioning is the systematic process of assuring by verification and documentation, from the design phase to a minimum of one year after construction that all commissioned systems perform interactively in accordance with the design documentation and intent, and in accordance with the Owner’s operational needs, including training. The overall goal of commissioning is to deliver facilities that work and to develop an operations team that can keep it working through documentation, training, and knowledge transfer. We at NV5 understand the Owner’s fundamental objective: to receive documented confirmation that the project meets established requirements for system operations and energy performance. This objective is accomplished by verifying that the systems design meets the overall objectives. Independent reviews of the design documents against the Owner’s project requirements and the Basis of Design allows the project team to ensure the systems design will meet the overall objectives. NV5 technical commissioning approach brings a holistic perspective to the construction process – to seamlessly integrate commissioning into the complex construction process and foster a teamwork environment to encourage collaboration and minimize conflict. Our team will work closely with project team to bring the best practices and sustainable values necessary to deliver fully functional renovated facilities. NV5 understands the challenges associated with design, construction and commissioning of new and renovated facilities and our team will work closely with the entire project team to foster a teamwork environment – placing the project goals first. We pride ourselves in our ability to minimize conflict between team members through our teamwork approach and we make it clear to the team early in the process that our brand of commissioning is not intended to point out failures but to help deliver the project. In the event of a disagreement, we work closely with the team to identify the best path forward to resolve the concern and work directly with the A/E team and Owner to help identify responsibility. We utilize a web-based software commissioning tool, Cx Alloy, to facilitate excellent information sharing, issues tracking and reporting. The commissioning tool becomes a seamlessly integrated part of the commissioning process and truly enhances the effect and effectiveness of the commissioning process. We collaborate with your project team to optimize system performance as part of the design review process, submittal review process, installation verification, systems functional performance testing, as well as review O&M training to implement sustainable life cycle operations and maintenance programs for the project. NV5 brings a commitment to provide current best practices and value-added commissioning service solutions to your project. Through a collaborative approach for each project, we engage the entire commissioning team in every phase of the process so that the best-integrated solution is identified, implemented, documented, trained and achieved. We believe commissioning services are not a discreet event, but a process flowing from and through the construction, installation, startup, check-out, functional testing, training, hand-off, and occupation by the operations/ maintenance staff, to optimize the overall life cycle sustainability of the building.

Utilizing the BAS during the Commissioning Process We believe that Building Automation Systems (BAS) is a valuable tool that can be used during the entire commissioning process and especially during the functional performance testing (FPT), and in turn, the process provides a comprehensive testing procedure to verify that entire systems are verified during the commissioning process. We will utilize the BAS to collect data trends to be analyzed prior to the FPT process. Our approach to executing functional performance testing, using BAS, is designed to reduce field execution labor for the commissioning team while providing reliable results that can easily be reproduced by the operating staff. The first step in execution of functional performance testing is the comprehensive validation of the Building BAS/ DDC system. Through a disciplined process of point-to-point testing and individual loop performance testing, our process demonstrates that the data provided by the BAS system will be accurate and reproducible. With a validated BAS system, the commissioning team can confidently proceed to execution of functional performance testing. The FPT process utilizes command, scheduling and automation functions of the BAS system to simulate test procedures and uses the trending and archiving capabilities to provide long term demonstration of system response and stability. Using a screen shot analysis, we ensure that the systems are ready for functional performance testing, and this provides a hard-copy record of the BAS baseline, and documents the status and illustrate system conditions. During the FPT phase, building systems are operated from the BAS in the same manner as the building O&M staff will operate them. Any functional deficiencies discovered are reported and corrected. When applicable, hard-coded variables, control logic and graphics programming are verified in the code and front end user interface. For construction and retrofit projects where the control system installation has not yet been accepted, we generally believe that the control vendor should operate the control system during the testing process under the direction and supervision of the commissioning agent, so as to provide a collaborative approach to testing and to preserve the integrity of the acceptance and warranty. Project Controls We understand that cost and schedule control is a critical element of a successful project. Therefore, we invest a great deal of effort by the commissioning project manager and principal-in-charge to closely monitor the commissioning budget and schedule. The commissioning project manager has the primary responsibility of coordinating the project commissioning team to ensure timely delivery of all deliverables. This is a challenging endeavor given that the commissioning agent’s activities are tightly tied to the activities of the design and construction teams.

Commissioning Approach - Objectives NV5 will provide commissioning services throughout the project, including the design, construction and warranty phases, through a collaborative team approach. By this we mean that our commissioning team provides recommendations to the entire project team for coordinating and implementing the commissioning activities in a logical, sequential and efficient manner, using consistent systematic protocols and centralized documentation. A key element of our process is clear and regular communication and consultation with all necessary parties, along with frequently updated timelines and schedules. We apply our technical expertise to verify a fully functional project. In order to successfully meet or exceed the expectations set by the Owner, our approach is based on: • Listening to the Owner, design team and the construction team to clearly understand the project

requirements and expectations

• Creating a partnership with the project team

• Involving the Owner’s operations staff as an integral part of the team that will be involved throughout the commissioning process

• Providing flexibility and scalability to meet all requirements and expectations For a Whole Building Commissioning approach

• We develop and document the Commissioning Plan that outlines commissioning roles/ responsibilities.

• We integrate commissioning activities into the master construction schedule. • We ensure the contractors provide the approved equipment/ system. • We ensure that the equipment / system is installed correctly.

• We verify that the device / system functions correctly.

• We demonstrate that operable systems are fully integrated within the completed facility.

• We verify training of O&M personnel.

It’s our philosophy to lead the commissioning process by educating and assisting construction professionals in their roles within the commissioning process. We do not write a plan or specification, walk away, and expect everyone to do what we wrote–then criticize others for not doing it correctly or well enough. Instead, we work side-by-side each team member to clarify expectations and provide tools and guidance as they fulfill their contract requirements and deliver fully functional facilities. Design Phase Commissioning Commissioning Plan The project manager and other NV5 commissioning team members prepare the Commissioning Plan(s) to serve as a road map for the commissioning process, addressing the management protocols, schedules, and logistics of the process. It includes identification of the systems to be commissioned and it will identify the project commissioning team members, including those appointed by the Owner, the design team, and the contractors. The plan will outline the specific roles and responsibilities for each commissioning team member, including specific responsibilities for functional performance testing of systems. The plan will address the commissioning documents (functional performance tests, commissioning specifications, and turnover package), including who is responsible for preparing, reviewing, and approving each document.

The plan will also include duration and predecessor scheduling data to enable the commissioning project manager and the construction project manager to work together to integrate the commissioning activities into the master project schedule. Commissioning Design Reviews On a typical project, NV5 will review the construction design drawings and specifications concurrently for familiarity and understanding of the project. Our focus is to verify the facility can be effectively and efficiently operated and maintained. If during our review, we identify any significant issues that could adversely impact systems operations, maintenance, or energy efficiency; we will bring them to the attention of Owner and the design team. Commissioning Schedule Our project manager will maintain our own commissioning activities schedule, which is used to fully coordinate our internal activities with the project schedule. It is our goal to keep commissioning activities off the project’s critical path, and when they are on the critical path, to prevent them from causing a project delay. Through periodic construction meetings, we are confident we can coordinate our activities with those of the entire project team. Construction Phase Commissioning NV5 begins the construction phase commissioning by conducting a design review followed by a commissioning kickoff meeting with the entire commissioning team. At this point in the project, the commissioning team has grown to include the Owner, the design team, commissioning agent, prime contractor, the mechanical subcontractor, electrical subcontractor, plumbing subcontractor, fire protection subcontractor, controls vendor and the TAB agency. Other subcontractors may be added to the commissioning team as needed by the scope of systems to be commissioned. This meeting is a forum to provide further details on the commissioning process, to establish lines of communication, to review commissioning documents, and to discuss any questions or concerns that any of the commissioning team may have. Commissioning Plan The project manager and other NV5 commissioning team members continue to revise the Commissioning Plan based on final construction documents and construction team arrangements. The plan will be revised as necessary throughout the course of the project. Project Tracking Logs Our project manager also maintains several tracking tools and logs that allow him to track the progress of deliverables, the systems to be commissioned, progress towards developing various commissioning documents, and the myriad of other details necessary to ensure commissioning for the facility is delivered in an efficient and effective manner. These tools include the commissioning issues log, design review comment logs, systems tracking logs, submittal review logs, pre-functional checklist logs, and systems functional performance testing logs. On many projects we have established a project commissioning website where we post commissioning information, making it easily available for review by the Owner, the design team, the contractors, and others interested in the project.

Submittal Review During construction, we begin our commissioning process by reviewing equipment submittals to ensure the equipment includes the necessary instrumentation, operating instructions, and other data we will need to prepare the system functional test procedures. Our submittal review is not intended to replace the reviews done by the design team; rather, we focus on operational and maintenance issues that will affect our ability to properly commission the system or the facility staff’s ability to operate and maintain the system. Typically, we conduct our submittal review concurrently with the design team and/or Owner’s review and we provide our comments to the design team. In this manner, the flow of information is maintained consistent with normal submittal channels, and our comments can be fully coordinated with the design team. The controls submittal is a key submittal we carefully review for the sequences of operation, software, programming methods, and graphics. This information is absolutely vital to allow us to develop the systems functional test procedures that will verify system operations and performance. We strongly believe this submittal is so important that we highly recommend having a meeting with the Owner, design team, contractors, and the commissioning agent following review of the submittal. The meeting is a forum for all concerned parties to discuss the sequences of operations, system response times, and other issues, to ensure that the controls contractor fully understands how the systems will operate and we can understand how he will program the system to implement these sequences. We emphasize the need to carefully plan the system installation, programming, and implementation to prevent construction delays. On-Site Activities Members of the NV5 commissioning team will visit the project site to review the progress of construction, verify systems and equipment installation, attend project meetings, and coordinate commissioning activities. During early construction, when construction activities primarily focus on general construction tasks, we anticipate periodic visits since our presence does not provide significant added value. As construction progresses to the point where equipment and components of the systems to be commissioned are installed, we will visit the site more often to observe equipment and systems installation to verify the installation conforms with construction documents and best industry practices. As work progresses to the point where systems are being started, final installation is being completed, and systems functional testing is being scheduled, we visit the site more often to coordinate the testing process. During our site visits, we note any issues or observations and bring them to the attention of the contractor and the Owner’s construction administration team. Our focus is identifying issues as early as possible to enable rapid, efficient, and cost effective issue resolution while the construction crews are on site and can easily address the issue. Also, early identification allows the contractor and the subcontractors to prevent similar issues from arising in other equipment and systems. These site visits are also used to witness contractor testing (such as duct leakage testing, piping pressure testing), as well as to witness equipment startup. As issues are identified during construction, NV5 uses our technical expertise to help the contractor identify the root cause of the issue. We can then provide recommendations for the most effective and efficient methods for resolving the issue. If necessary, we will assist the contractor in gaining approval from the Owner and/or design team to implement changes to the system to resolve the issue. Finally, we will review the corrective actions to verify proper installation.

Pre-Functional Checklists An integral part of our commissioning process is to develop pre-functional checklists that will be used by the installing contractor as part of their quality control program. These checklists are developed in sufficient detail to allow the installing contractor to document that the system/ equipment is completely installed and ready for functional testing. Also, as part of our process, we select a sample of the completed checklists and field-verify the information and readiness for testing. If we find that a significant number of sampled checklists are inaccurate, we select a larger sample. If we still find a significant number of inaccurate checklists, we will return all the checklists for correction. In any event, discrepancies between the checklist and the conditions observed during verification are noted and returned to the installing contractor for corrective action. Systems Functional Performance Test Procedures Testing is a process that starts with our understanding of the project design we gained during the design process, including an understanding of how the components, equipment, and sub-systems are intended to operate as a complete system, and how each of the various systems included in the facility interact with other systems to create a fully functional system. As NV5 develops the system functional performance test procedures, we start with verifying system and equipment installation has been performed in accordance with the construction documents and industry standards. Testing then progresses to verifying that systems and equipment start and stop in response to manual and automatic controls. We also verify that the system safety shut-downs are working properly to protect the system. Testing continues by verifying system operation under steady state conditions in all required operating modes and special conditions. We then subject the system to changes in operating parameters, such as low load, high load, changes in demand conditions, and other changes that will cause the system to respond, so we can verify it reacts in a stable manner. We also test the system in emergency conditions, such as operating on emergency power, failure of redundant components, failure of other components, and other failure scenarios. We work closely with the project design team to identify these failure scenarios and determine the appropriate system response. We then develop the test procedure to verify the system responds as intended. The final step in systems testing is to verify interaction with other systems. For example, we test auxiliary equipment failures or modifications to verify proper reaction from the systems. Equipment Startup As the equipment and systems installation process nears completion, the equipment must be started. Proper startup is essential to system success because improper startup may damage the equipment or cause injury to construction personnel. It is imperative that the manufacturer’s instructions be followed and that an authorized manufacturer’s representative is present during initial startup. Often this requirement is part of the manufacturer’s warranty and improper startup will void the warranty. As part of our systems testing procedures, NV5 commissioning engineers will review the startup plan prepared by the installing contractor. NV5 will also witness startup of selected critical equipment and systems. Control Systems Verification The Building Automation System (BAS) is a key component of systems installation and testing. NV5 will carefully review the controls submittal to ensure the vendor fully understands the control and operating sequences for the systems being controlled. Our review includes ensuring that the system programmer can effectively and efficiently implement the sequences in the programming and graphics.

We have encountered numerous instances where the control submittal simply repeats the sequences included in the construction documents and there is no indication the system programmer has begun to think of how they will be programmed and implemented. Often this means the system programmer applies a program for another project and then modifies it while on-site during startup. This scenario leads to wasted time and effort, and it usually means key parts of the sequences are not fully implemented. During control systems installation, NV5 works with the installer and programmer to observe point-to-point verification, sensor calibration, programming and system graphics. Testing, Adjusting and Balancing Coordination Likewise, the TAB function is also critical to system performance. If a system is not properly balanced, it almost always will not perform as required, resulting in poor and inefficient performance. NV5 will review the TAB plan prepared by the TAB agency to verify compliance with construction documents and AABC or NEBB guidelines. Our review of the TAB report provides us with the initial opportunity to identify issues requiring troubleshooting and to recommend solutions to the issues while it can be easily and effectively resolved. Contractor Testing Once the system is fully installed, the controls are connected and operating, and the TAB adjustments have been made, the final steps of testing can begin. At this point, any required contractor pre-testing can occur and the installing contractor can use the Systems Functional Performance Test procedures prepared by the commissioning agent as a system pre-test. The contractor can then identify and resolve any issues that could prevent successful systems testing when the commissioning agent or Owner is present. Systems Functional Performance Testing Formal Systems Functional Performance Testing is conducted under the direction of the commissioning agent while the installing contractors support the FPT process. NV5 generally uses the BAS and other data recording equipment to observe and document the results of systems testing. We encourage the Owner’s facilities staff to participate in the system testing because it gives the operating personnel the opportunity to see, hear and feel how the system operates and reacts to various changes in operation. As issues are identified during testing, NV5 assists the contractor with troubleshooting the system. We use our technical expertise and experience to review the symptoms and identify the root cause of the issue. We can then provide recommendations for the most effective and efficient methods for resolving the issue. We then work with the contractors to either repair the problem or gain approval from the Owner and/or design team as necessary to implement changes to the system to resolve the issue. Finally, we will review the repairs or modifications and recommend re-testing of the systems. Commissioning Report The final deliverable in our commissioning process is to prepare a comprehensive commissioning report (per building) that documents the entire process. The commissioning report will include an executive summary, a narrative that outlines the results of the commissioning process, identification of significant issues including the resolution for the issue, significant outstanding issues that have not been resolved, along with recommendations for resolution and an analysis of system operating trends. The report will also include copies of all commissioning documentation, including field reports, issues log, and functional test procedures annotated with test data and results. We will also include blank copies of the functional test procedures the Owner’s facilities staff can use for future testing or diagnosis.

Contractor Training We encourage facilities staff participation in our field observation visits so they can see parts of the system that are often covered by walls, ceilings, or other construction. It enables the facilities staff to ask questions in a one-on-one manner that facilitates transfer of knowledge and expands the technical skills and capabilities of the facilities staff. NV5 will work with the installing contractor to assist in developing the contractor’s training that meets the specific needs of the Owner’s facilities staff. This includes reviewing training plans and instructor qualifications. We will work with the contractors and Owner to coordinate, schedule and document the training sessions, and attend Owner training provided by the BAS contractor. Warranty Phase Commissioning NV5 remains committed to the project after construction is complete and the facility is in full operation. During this Post-Occupancy Phase, we continue to assist the Owner’s facilities staff by reviewing and providing the documentation and training necessary to effectively and efficiently operate the facility and the infrastructure systems that support building operations. One other key aspect of the commissioning process is to ensure the Owner’s facilities staff has the documentation and training necessary to effectively and efficiently operate the facility after construction is complete. Deferred Testing As part of our Post-Occupancy Phase commissioning tasks, if necessary, we return to the project approximately three to four months after occupancy work with the Owner’s facilities staff to perform deferred testing. This testing will be scheduled to coincide with environmental conditions that will provide sufficient load to enable meaningful testing of the heating or cooling system, whichever was not fully tested during initial acceptance. Results of this testing will be distributed to the Owner’s project manager and the contractor in the form of a field report and annotated test checklists. We include the test results as an addendum to the final commissioning report. Post-Occupancy Commissioning Report Addendum When seasonal/ deferred testing and any other Post-Occupancy activities have been completed, we will prepare an addendum to the final commissioning report to document the Post-Occupancy commissioning process and results. The addendum updates and expands many of the sections presented in the final commissioning report.

FEE PROPOSAL AND AGREEMENT Lump Sum Fee Proposal NV5 proposes to provide Building Commissioning services to the State College Area School District for the additions, renovations and new construction of the Corl Street, Radio Park and New Elementary Schools.

In addition to the above Commissioning services, an additional fee is proposed to perform the IAQ requirements intended to satisfy the LEED requirements, Alternate 1 – IAQ Testing.

Project Description NV5 will provide Design Phase, Construction Phase and Warranty Phase commissioning services for the additions, renovations and new construction project for the elementary schools located in State College, PA, per the outlined Base Scope of Work below. We have based our understanding of the commissioned systems on the information in the 90% Construction Documents Submission, dated August 7, 2017. The Base Scope of Work for the project includes commissioning responsibilities intended to satisfy the requirements of the the projects, including LEED NC V3.0 EA Pre-requisite 1 & EA Credit 3 (Fundamental & Enhanced Commissioning), as well as valuable commissioning tasks not necessarily identified in the LEED process. In addition to the Base Scope of Work, alternate pricing is provided for IAQ Testing (Add Alternate 1 – IAQ Testing). Project Schedule NV5 understands that the project has multiple phases and the constriction will occur at different times in each phase with times of overlap. We understand that the primary phases will include work in each of the Elementary Schools. The project is currently in the design phase and the anticipated project schedule is as follows: • Design Complete: September, 2017

• Corl Street Elementary Construction: January, 2018 – August, 2019

• Radio Park Elementary Construction: January, 2018 – August, 2019

• New Elementary Construction: January, 2018 – August, 2019

Base Scope of Work - Commissioned Systems We propose to commission the following systems in our commissioning scope of work:

Corl Street Elementary School

System Equipment/Sub-Systems Quantity Test Sample

HVAC Systems

Direct Digital Control Systems

Direct-Digital Control Systems Operators’ Workstations

Included N/A

Head-End Equipment Included N/A

Networking Equipment Included N/A

Operating Sequences Included N/A

Alarms, Trending and Point Verification Included N/A

Software and Graphics Included N/A

DDC Control Panels Included See Note (1)

Hot Water Systems Boilers 1 100%

Associated Control Valves Included 100%

Associated Variable Frequency Drives Included 100%

Associated Controls Included 100%

Chilled Water Systems

Closed Loop Fluid Cooler 1 100%

Recirculating Pump 1 100%




HVAC Air Distribution Energy Recovery Air Handling Units & Associated Controls, VFDs and Fans

10 100%

Kitchen Make-Up Air Units 1 100%

Terminal Units Water Source Heat Pumps 22 100%

Electric Unit Heaters 2 100%

Electric Cabinet Heaters 3 100%

Electric Duct Heaters 9 100%

Split System Air Conditioning Units 2 100%

Ventilation Systems General Exhaust/Relief Fans & Associated Controls

6 100%

Roof Ventilators 2 100%

Kitchen Exhaust Fan/Hoods 1 100%

Corl Street Elementary School


Electrical Systems Emergency Power

Distribution Systems

Emergency Generator 1 100%

Automatic Transfer System 3 100% Lighting Controls Occupancy Sensor Systems Included 100%

Interior and Exterior Lighting (Including Daylight Monitoring Controls / Photo-sensor)

Included 100%

Photovoltaic System Photovoltaic System, Including Associated Controls

Included 100%

Fire Alarm & Fire Protection Systems Fire Alarm System Witness Only – Interface and operation

of Fire Alarm System with the BAS Included N/A

Fire Protection System Witness Only – Interface and operation of Fire Protection System with the BAS

Included N/A

Domestic Water Systems

Domestic Water Heaters Domestic Water Heaters and Associated Pumps and Controls

2 100%

Automatic Brine System Automatic Brine System, Including Associated Controls

1 100%

Automatic Sinks and Lavatory Valves

Automatic sinks and lavatory valves and controls

Up to 40 100%

Paging Systems

Paging System Paging System Included N/A

Table Notes

Note (1) Building Automation System control panels, sensors, actuators and other components will be tested in conjunction with the equipment controlled.

Radio Park Elementary School


HVAC Systems Direct Digital Control Systems


Included N/A






DDC Control Panels Included See Note (1) Hot Water Systems Boilers 1 100%




Chilled Water Systems Closed Loop Fluid Cooler 1 100%






11 100%

Kitchen Make-Up Air Units 1 100% Terminal Units Water Source Heat Pumps 29 100%




Electric Wall Heater 1 100%



6 100%



Radio Park Elementary School


Electrical Systems Emergency Power



Automatic Transfer System 3 100% Lighting Controls Occupancy Sensor Systems Included 100%


Included 100%


Included 100%

Fire Alarm & Fire Protection Systems

Fire Alarm System Witness Only – Interface and operation of Fire Alarm System with the BAS

Included N/A


Included N/A



2 100%


1 100%



Up to 40 100%

Paging Systems


Table Notes


HVAC Systems

Direct Digital Control Systems


Included N/A






DDC Control Panels Included See Note (1)

Hot Water Systems Boilers 1 100%




Chilled Water Systems Closed Loop Fluid Cooler 1 100%






8 100%

Kitchen Make-Up Air Units 1 100%

Terminal Units Water Source Heat Pumps 30 100%




Electric Wall Heater 1 100%


New Elementary School


New Elementary School


HVAC Systems


6 100%



Electrical Systems

Emergency Power



Automatic Transfer System 3 100%

Lighting Controls Occupancy Sensor Systems Included 100%


Included 100%


Included 100%

Fire Alarm & Fire Protection Systems

Fire Alarm System Witness Only – Interface and operation of Fire Alarm System with the BAS

Included N/A


Included N/A



2 100%


1 100%



Up to 40 100%

Paging Systems


Table Notes


Work Tasks & Deliverables - Base Scope of Work The base scope of commissioning services during each phase of the project, to be performed for each of the 3 Elementary Schools as indicated in the Task, is outlined in the following tables:

Design Phase Commissioning

Task Description Deliverable

1. Kickoff/ Discovery Meeting (1 Total)

Meet with the project team to discuss the commissioning process, expectations for successful commissioning, systems to be commissioned and relationship between commissioning provider and other members of the team (owner staff, design team, construction manager). This meeting will occur in conjunction with the first Design Review Meeting.

Meeting Agenda

Meeting Minutes

2. Owner’s Project Requirements and Basis of Design Documents (1 Per School – 3 Total)

Review Basis of Design (BOD) document for compliance with Owner’s Project Requirements (OPR) and for clarity and completeness.

Scope includes basic support to assist the design team in their development of the OPR and BOD documents.

Scope includes one review cycle of BOD document. Review to be completed concurrent with review of the OPR.

Commissioning Design Review Log

3. Commissioning Specifications (1 Per School – 3 Total)

Prepare Commissioning Specification “Section 019113 – General Commissioning Requirements,” to be included in project manual.

Prepare Section 220800 – Commissioning of Plumbing

Prepare Section 230800 – Commissioning of HVAC

Prepare Section 250800 – Commissioning of Integrated Automation

Prepare Section 260800 – Commissioning of Electrical

* Section numbers will be coordinated with the project manual

Preliminary Commissioning Specification Sections

4. Preliminary Commissioning Plan (1 Per School – 3 Total)

Prepare Preliminary Commissioning Plan that describes the commissioning process, commissioning team with specific\ roles and responsibilities. The Commissioning Plan will include descriptions of systems to be commissioned.

Scope includes one submission for review and comment plus one update to incorporate review

Preliminary Commissioning Plan

Design Phase Commissioning

Task Description Deliverable comments.

5. Focused 60% Construction Document Design Review (1 Per School – 3 Total)

Perform focused review of 60% Construction Documents to include the following items to the extent they are included in each submission:

General review of HVAC, Plumbing, Electrical commissioned systems

Commissioning Facilitation

Major concerns that could potentially affect operations and maintenance of the systems, including control system and strategies

Energy performance

Conformance with standard engineering and construction practices

Constructability issues


6. Focused Construction Document Review (90% CD Set) (1 Per School – 3 Total)

Perform a focused review of the final (90%) Construction Document Submission. This review will include a back-check of commissioning comments provided during previous reviews.


7. Duration Schedule for Commissioning Activities ) (1 Per School – 3 Total)

Prepare a duration schedule to show the duration, predecessors and successors for commissioning activities. This duration schedule will be provided to the construction manager to include commissioning activities in the project construction schedule. This will allow commissioning activities to be smoothly integrated into the overall construction process.

Duration Schedule with commissioning activities, predecessors, successors and key milestones

Construction Phase Commissioning


1. Commissioning Plans (1 Per School – 3 Total)

Based on the final construction documents, provide a Commissioning Plan to identify specific systems to be commissioned. The Final Commissioning Plan will also include specific individual roles and responsibilities and sample

System Readiness Checklists and Functional Test Plans for systems to be commissioned. A Commissioning Plan will be developed for each Elementary School.

Final Commissioning Plans

2. Construction Commissioning Kickoff Meetings (1 Per School – 3 Total)

Conduct an initial commissioning meeting with all contractors and commissioning team members. A kickoff meeting will be held for each Elementary School at the beginning of construction. The purpose of the meetings will be to establish the purpose and proposed process for commissioning this facility in the construction, acceptance and warranties phases of the project. Review the individual roles and responsibilities of each participating commissioning team member as specified in the Construction Documents. Meeting will be scheduled in conjunction with a regular O/A/C meeting.

Meeting Agendas

Meeting Minutes

3. Submittal and Shop Drawing Review

Based on final construction documents, prepare a list of selected submittals and shop drawings for review by the commissioning authority.

Perform a Commissioning Review of selected submittals and shop drawings to support the commissioning process. Review will be for the purpose of developing appropriate

System Readiness Checklists and Functional Test Plans. Reviews will focus on the ability to commission the systems, maintainability and general conformance to owner’s requirements. Commissioning review of submittals and shop drawings does not replace the design team responsibility for approval.

Submittal Request Checklist

Commissioning Submittal Review Log



4. Draft System Readiness Checklists (SRC) and Functional Performance Tests (FPT)

Based on final construction documents (including applicable changes), and approved submittals, prepare

Draft Systems Readiness Checklists and Draft Functional Test Plans for systems to be commissioned.

The System Readiness Checklists will be used to document completion of system, component and/or equipment installation, and to determine system readiness for functional testing.

The Functional Performance Tests will be used to direct and document systems performance testing.

Draft SRC and FPT will be submitted to the owner, design team, and construction manager for review and comment.

Scope includes one submission of draft SRCs and FPTs for each commissioned system.

Draft System

Readiness Checklists issued for review

Draft Functional Performance Tests issued for review

5. Final System Readiness Checklists and Functional Performance Tests

Incorporate owner, operator, design team, and construction team comments on the SRCs and FPTs into Final Systems Readiness Checklists and Functional Performance Tests.

FPTs are written to include testing of integration of the commissioned systems with the BAS.

Scope includes one submission of updated SRCs and FPTs for each commissioned system.

Final System Readiness Checklists to be completed by the construction team

Final Functional Performance Tests for use by commissioning authority to direct and document systems performance testing

6. Construction Observation Visits (Up to 5 per School – Up to 15 Total)

Upon the start of installation of commissioned systems, conduct up to 5 site observation visits per school to observe installations. When possible, site-observation visits will be conducted in conjunction with Commissioning Team Meetings.

Site Observation Reports

Commissioning Issues Log



7. Commissioning Team Meetings (Up to 5 per School – Up to 15 Total)

During the Installation and Functional Performance Testing periods of the project, conduct up to 5 On-Site Commissioning Team Meetings per school. When possible, the commissioning team meetings will coincide with the FPTs or Construction Observation Visits.

Although attendance at construction progress meetings is not included in this scope, we may attend select meetings to collaborate with the construction team and gather information on the project.

Meeting Minutes

8. Review Contractor

Equipment Startup Checklists

Commissioning authority will review selected equipment startup reports prepared by installing contractor.

Review of Contractor Equipment Startup Checklists will be held in conjunction with Site Observation Visits or Construction Progress Meetings.

Contractor Equipment Startup Checklist

(this checklist is part of the Submittal and Shop Drawing Review Checklist)


9. Review Completed Systems Readiness Checklists

The contractor should, as part of his quality control program, complete the System Readiness Checklists prepared by the commissioning provider. The SRC will document both static inspection efforts and disciplined equipment startup testing.

The commissioning agent will spot check selected SRCs to verify the contractor’s documentation.

Review and spot checks of System Readiness Checklists will occur in conjunction with Site Observation Visits or Construction Progress Meetings.

Marked-up SRC Check Sheets and Supporting Start-Up Reports


10. BAS Checklist Provide, as part of the Systems Readiness Checks, a BAS checklist to verify that the BAS is ready for testing and balancing.

11. TAB Plan Review (1 Per School – 3 Total)

NV5 will review the TAB vendor’s plan for testing and balancing to ensure it satisfies project requirements.

Review Comments



12. Review TAB Report (1 Per School – 3 Total)

Review TAB Report prepared by TAB vendor following system air and water balancing. Review will be focused on TAB results that affect system performance and/or commissioning. Specific attention will be given to equipment installation and operational issues identified by the TAB vendor.

The commissioning agent will review selected daily field notes and/or preliminary reports prepared by the TAB agency during work in progress.

The commissioning agent will review the Final TAB Report concurrently with review by the design engineer.


13. Trend Data Review Perform analysis of trend data collected from the BAS. Analysis will help to verify commissioned systems are operating properly.


14. Systems Functional Performance Testing

Direct, facilitate, and document all FPT testing. For the Base Scope of Work, the FPTs shall be directed by the commissioning agent and performed by the contractors.

FPTs are performed to verify integration of the commissioned systems with the BAS.

We will analyze trend logs of data acquired prior to or during testing.

Functional Performance Testing will be completed prior to, or shortly after, substantial completion of construction activities on each floor.All initial Functional Performance Testing will be completed within 1 month of substantial completion of the final construction phase. Deferred/ seasonal testing is not included in the initial testing.

FPT Check Sheets


Daily Field Reports

15. Review Operations & Maintenance Manuals (1 Per School – 3 Total)

Review Operations and Maintenance Manuals submitted by contractors for general conformance with specifications and owner’s requirements.

Commissioning Review Log



16. Prepare Systems Manual / Re-Commissioning Manual (1 Per School – 3 Total)

Work with the design team, contractor and owner to develop Systems Operating and Maintenance Manuals. The manuals contain system design, operations and sequence information, as well as traditional operations and maintenance data supplied by the contractor/vendor. Included in the manual will be preventative maintenance and scheduling information for systems to be commissioned.

Systems Operations and Maintenance Manuals

Electronic (CD) and hardcopy release

Scope includes one submission

17. Training Plan Review Review contractor and manufacturer training plans and agendas for general conformance with specifications and owner’s requirements.

This task does not include attending or conducting training.

Commissioning Review Log

18. Owner Training Coordinate and schedule owner training provided by contractors and document training sessions.

Attendance at training is not included in this scope of work but NV5 may attend at our discretion.

Training Log

19. Summary Commissioning Report (1 Per School – 3 Total)

Compile a comprehensive

commissioning report to document all commissioning activities, including but not limited to:

• Commissioning scope

• Test methods and results

• Outstanding commissioning issues

• Issues log

• Commissioning Plan

• Status reports

• Submittal and O&M manual reviews

• Training record

• System Readiness Checklists

• Design Review comments

Commissioning Report



20. Master Issues Log Maintain a Commissioning Issues Log to document commissioning issues identified during construction and functional testing. The Commissioning Issues Log will include the recommended responsible party and recommendations for resolution of the issue. The Commissioning Issues Log will also be used to document progress toward immediate resolution and the final resolution.


Warranty Phase Commissioning


1..

Deferred Testing Deferred testing is direct testing that was deferred due to lack of system readiness or for seasonal requirements. Testing will be conducted in accordance with Functional Test Plans. Testing support will be required from the BAS/ EMCS vendor and the owner. We have assumed this testing will be performed before or during the Post-Occupancy Warranty Checkup, approximately 10 months after substantial completion.

Executed Functional Test Plans


2 Post-Occupancy Warranty Checkup and review of Significant Outstanding Issues (1 Per School – 3 Total)

Return to the project approximately 10 months after substantial completion to review the building operation with the facility occupants and O&M staff, and discuss outstanding issues related to commissioning. Provide suggestions for improvements to systems operations.

Assist facility staff in developing warranty claims, documents and requests for service to remedy outstanding problems.

Meet with the client to review the results of the Post-Occupancy Warranty Checkup and to review significant outstanding issues. Work with the owner to develop a Corrective Action Plan to resolve these issues.

We have assumed this will be performed during a two-day site visit approximately 10 months after substantial completion.

Field Observation Report Amendment to the Final Report

Schedule We anticipate our commissioning effort will occur throughout the remainder of the design period, through the construction phase, as well as follow-up visits during the warranty period. We anticipate design review, owner’s meetings, commissioning progress meetings, and construction observation site visits will begin in or around November 2017. We anticipate functional testing will occur during the final three to four weeks of construction. We anticipate deferred testing will occur within ten months after substantial completion of the final construction phase, to correspond with the alternate heating or cooling season. The warranty checkup will occur approximately ten months following completion of the final construction phase. The tables shown beginning on the next page outline the schedule for commissioning tasks:

Design Phase Commissioning Schedule Task Completion Date

Design Cx Kickoff Meeting 2-3 weeks from Contract Award

Preliminary Commissioning Plan 3 weeks from receipt of DD documents

Review Owner’s Project Requirements 3 weeks from receipt of Basis of Design and OPR

Basis of Design Review 3 weeks from receipt of Basis of Design and OPR

Design Document Reviews 3 weeks from receipt of documents

Commissioning Specifications 3 weeks from receipt of DD documents

Warranty Phase Commissioning Schedule

Task Completion Date

Deferred/ Seasonal Testing Approximately10 months after substantial completion. Schedule to be determined by seasonal change in systems operations and availability of adequate system load to enable testing.

Post Occupancy Checkup Visit Approximately 10 months after substantial completion.

Commissioning Report Amendments 2 weeks after completion of warranty visit.

Construction Phase Commissioning Schedule

Task Completion Date Construction Cx Kickoff Meeting Within 60 Days after construction contract award. Submittal & Shop Drawing Review Two weeks from receipt of submittals. Submittals will be

reviewed concurrently with the design engineer submittal review. Commissioning review comments will be provided to the design engineer for consolidated review and reporting.

Prepare Final SystemsReadiness Checklists (SRC) andFunctional Performance Tests (FPT)

All drafts complete within 60 days of receipt of all submittals.

Field Observation Site Visits As installation of commissioned systems progresses, site visits will occur approximately bi-weekly in preparation for systems functional testing. Site visits will be coordinated with the construction manager/ contractor and owner.

Final SRC and FTP 2 weeks from receipt of comments on draft documents.

Construction Commissioning Plan Approximately 2 weeks after construction kickoff meeting.

Review Operator Training 2 weeks from receipt of training documents. Functional Performance Tests (FPT) During last 3-4 weeks of construction phase; 1-2 weeks

following receipt of completed SRCs. Review O&M Manuals 2 weeks from receipt of manuals.

TAB Report Review 2 weeks from receipt of report.

Prepare Final Commissioning Report 4 weeks from completion of testing.

Systems Manual 4 weeks from receipt of documents.

LEED Documentation 4 weeks from completion of testing and receipt of all documents.

Add Alternate – Indoor Air Quality (IAQ) Testing For Alternate 1 - IAQ Testing, NV5 will provide Indoor Air Quality (IAQ) sampling at Corl Street, Radio Park and the New Elementary Schools. As we understand, the facilities to be surveyed is a future Elementary School, including ten (10) air handlers/air conditioning zones for Corl Street Elementary, (13) for Radio Park Elementary and (8) for the New Elementary. The buildings are to be sampled prior to occupancy, for LEED IAQ certification, in accordance with the Version 3.2 Reference Guide. Based upon the size and HVAC system conditions, as indicated by the 90% Construction Documents, dated August 7, 2017, one set of each sample criterion will be collected for each of the zones per building. All work for this alternate will be performed by or under the direction of a Certified Industrial Hygienist (CIH) and Certified Safety Professional, with more than 27 years’ experience in indoor air quality testing and evaluation. Laboratory analysis will be performed by an AIHA accredited laboratory, under LEED requirements, as noted in the standard. This proposal will outline the specific parameters of the scope of services you requested, in accordance with the project requirements. Briefly, these parameters shall include:

• Carbon Monoxide

• Total Volatile Organic Compounds

• Airborne Particulate (PM-10)

• Formaldehyde

• PCH-4

• Data Evaluation and Interpretation

Scope of Services The proposed scope of services for the site to be tested during this project consists of the following tasks. Each task is described in the following paragraphs: TASK 1: Carbon Monoxide Measurements

This task will consist of obtaining carbon monoxide (CO) measurements from selected sample sites within each building (one per ventilation unit space) using a direct reading monitor capable of real-time measurements. Measurements will be made repeatedly - at least once every 20 minutes throughout the 4-hour sample time.

TASK 2: Formaldehyde Measurements This task will consist of obtaining one sample per each of the ten testing zones (plus laboratory blank) for laboratory analysis. Samples will be collected by drawing air through SEPPAK media at a constant rate of 1.0 liters per minute over a four-hour sampling period. Collected samples will be forwarded to an AIHA accredited laboratory for analysis by gas chromatography (EPA Method ID-TO11A).

TASK 3: Airborne Particulate Sampling (PM-10) This task will consist of obtaining one sample per each of the ten testing zones (plus laboratory blank) for laboratory analysis. Samples will be collected by drawing air through a pre-weighted PVC filter at a constant rate of 2.0 liters per minute over a four-hour sampling period. Collected samples will be forwarded to an AIHA accredited laboratory for gravimetric analysis.

TASK 4: Indoor Total Organic Vapor Sampling This task will consist of obtaining one sample per each of the ten designated testing zones (plus laboratory blank) for laboratory analysis. Samples will be collected by drawing air through an activated charcoal glass tube media at a constant rate of 0.2 liters per minute over a four-hour sampling period. Collected samples will be forwarded to an AIHA accredited laboratory for analysis by gas chromatography (OSHA Method ID-7) in determination of TVOC as toluene or hexane.

TASK 5: Indoor Sampling for PCH-4 This task will consist of obtaining one sample per each of the ten designated testing zones (plus laboratory blank) for laboratory analysis. Samples will be collected by drawing air through an activated charcoal glass tube media at a constant rate of 0.2 liters per minute over a four-hour sampling period. Collected samples will be forwarded to an AIHA accredited laboratory for analysis by gas chromatography (OSHA Method ID-7) in determination of 4-Phenylcyclohexane.

TASK 6: Data Evaluation and Interpretation This task will consist of assembling all background information, sampling results and physical observations from Tasks 1 through 5 into a written letter of findings, including a comparison to specified acceptable criteria for each sample area, as noted in the building specification document.

TASK 7: LEED 3.1 Generation of an Indoor Air Quality Management Plan This task will consist of generating an indoor air quality management plan as part of facility construction, in accordance with the LEED standard.

Clarifications

1. In the event that the final design or installations and associated commissioning scope and/or schedule materially vary from our assumptions identified above, we reserve the right to request an adjustment in fees.

2. We are assuming complete access to the BAS system, including front end, graphics, programming, trend data and point commands/overrides will be granted to us for execution of the commissioning.

3. The Base Scope does not include the unknown costs associated with re-testing the deficiencies found while the systems are being commissioned, such as failure of the contractor to support functional performance testing (FPT) or systems and/or equipment failures identified during FPTs that require additional testing visits. NV5 feels that costs associated with additional testing visits, complete retests and associated costs incurred due to retesting are the responsibility of the installing contractor. Retesting that can be included in regularly scheduled testing visits without impacting the testing schedule and causing additional test visits shall not be considered additional.

4. Additional services requested by the client which are not included in the above scope of services will be invoiced on a time and material basis in accordance with our current standard Hourly Billing Rates Schedule. The Hourly Billing Rates Schedule is subject to annual adjustment.

5. We are assuming that all functional performance testing will be completed at the end of construction.

6. NV5 does not assume ownership or responsibility for any systems or equipment associated with the project, including any issues, damages or proclaimed losses resulting from the commissioning process.

7. We assume Systems Functional Performance Testing will be conducted prior to substantial completion and while the building is unoccupied by the owner. In the event Systems Functional Performance Testing will be conducted while the building is occupied in a manner that restricts the testing process (i.e. working around occupants of the building) we assume testing will be conducted during the evening, night, and/or on weekends. In this event, we reserve the right to negotiate additional fees for premium time differential.

8. This proposal is valid for 90 days after the date of this proposal. This proposal may be extended by mutual written agreement.

Project Compensation We propose to perform the Base Commissioning Services described above on a fixed-fee basis with not-to-exceed expenses as follows:

Fee Summary - Base Services - Commissioning

Scope Item Total Fee

Corl Street Elementary School Commissioning $78,300

Radio Park Elementary School $77,100

New Elementary School $76,800

TOTAL $232,200

Invoices will be submitted monthly based on percent complete by phase. For any additional commissioning services work not included in the Scope of Work, we would invoice you based on our normal hourly rates, plus reimbursable expenses. Invoices for additional services will be submitted monthly based on services performed during the period. Alternate 1 FEES NV5 proposes to perform the above referenced scope of services for Alternate 1, IAQ Testing for the following lump sum fees:

Fee Summary – Alternate 1 – IAQ Testing

Scope Item Total Fee

Corl Street Elementary School Commissioning $9,900

Radio Park Elementary School $10,200

New Elementary School $9,200

TOTAL $29,300 Note: Quoted fees include all necessary travel, fieldwork, laboratory, expenses, and final letter of findings. Laboratory work is laboratory standard 7-10 day turnaround, and rush sample analysis can be performed for an additional fee, upon request. Additional fees will be incurred for necessary re-testing of any building failing to pass the noted acceptable criteria.

Attachments: NV5 Standard Terms and Conditions, Proof of Insurance Coverage

Copyright © 2017 NV5 – Sebesta Terms and Conditions (Rev. 1-2017)

General Terms and Conditions

1.0 Standard of Care: The Services shall be performed in a manner consistent with the level of care and skill ordinarily exercised

by members of Consultant’s profession currently practicing under similar conditions and in the same locality as the Project. Data,

interpretations and recommendations by Consultant will be based solely on information discovered by, or made available to,

consultant during the course of the engagement. In connection with such information, Consultant shall not be responsible for the

use or interpretation of such information by non-parties to this Agreement. Consultant shall not be held liable for problems that may

occur if Consultant’s recommendations are not followed.

1.1 It is understood and agreed that the Consultant shall not be held responsible for any inaccuracies in any materials, data or

records as provided to the Consultant by the CLIENT, which have been prepared by any other person, firm or agency and on

which Consultant in its professional judgment has relied and/or utilized in the performance of the Consultant's services. Client

agrees that Consultant shall not be responsible for the means, methods, procedures performance, site safety of the

construction contractors or subcontractors, or for their errors or omissions. Client agrees that the work created pursuant to this

Agreement is for the sole and exclusive use of Client and is not for the benefit of any third parties. This Agreement and the

Services to be performed hereunder shall in no way be construed as a guarantee of deficient-free construction.

1.2 Consultant makes no warranty, either express or implied, as to its findings, recommendations, plans, specifications, or

professional advice except that the services were performed in a manner consistent with the level of care and skill ordinarily

exercised by members of Consultant’s profession currently practicing under similar conditions and in the same locality as

the Project.

2.0 Construction Costs: The Client shall advise the Consultant in writing before design commencement of budgetary limitations

for the cost of construction. The Consultant shall endeavor to work within such limitations and will, if requested and included

within the scope of services, submit to the Client an opinion of probable construction costs. This opinion represents the

Consultant’s best judgment as a design professional familiar with the construction industry. The Client acknowledges that neither

the Client nor the Consultant has control over the cost of labor, materials, market or negotiating conditions, or methods by which

contractors determine prices for construction. The Consultant does not warrant or represent that bids or negotiated prices will not

vary from its opinions of probable cost, and the Client expressly releases any claim for damages to the extent actual costs

exceed the Consultant’s opinions of probable cost.

3.0 Compensation: Client shall pay Consultant in accordance with the schedule of fees or charges as shown in the Proposal or

fee schedule. Backup data on billing will not be available unless prior arrangements have been made. Prior to initiation of the

Services, Client is required to remit any retainer specified in the Proposal. Thereafter, Consultant will submit to Client invoices for

the balance due, which shall be due and payable immediately upon submission. If Client objects to all or any portion of any invoice,

Client will so notify Consultant in writing within ten (10) calendar days of the invoice date, identify the cause of disagreement, and

immediately pay that portion of the invoice not in dispute. In the absence of written notification described above, the balance as

stated on the invoice shall be deemed accepted. Invoices are delinquent if payment has not been received within thirty (30) days

from date of invoice. In such event, Client shall pay an additional charge of one and one-half (1.5) percent per month (or the

maximum percentage allowed by law, whichever is lower) on any delinquent amount. Payment thereafter will first be applied to

accrued interest and then to the principal unpaid amount. Consultant shall be entitled to recover for all costs and expenses incurred

(including any attorney’s fees) in connection with collection of any delinquent amount.

Fee schedules are periodically revised. Unless otherwise agreed, new rates apply to ongoing work as such rates are issued.

4.0 Accuracy: The Consultant shall be entitled to rely upon the accuracy of information, documents and survey supplied by the

Owner.

5.0 Intellectual Property: All designs remain the intellectual property of the Consultant with license granted to Client for use under

this Agreement and Project. All documents produced by the Consultant under this agreement shall remain the property of the

Consultant and may not be used by this Client for any endeavor without the written consent of the Consultant


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6.0 Ownership and Re-use of Documents: All documents, including Drawings and Specifications, prepared by the Consultant

pursuant to this project are instruments of service. Consultant shall be deemed the author of these instruments of service and

retain all common law and statutory rights, including Copyright. They are not intended or represented to be suitable for re-use by

the Client or others on extensions of this project or any other project. Any re-use without written verification or adaptation by the

Consultant for the specific purposes intended will be at the Client’s sole risk and without liability to the Consultant, and the Client

shall indemnify and hold harmless the Consultant from all claims, damages, losses and expenses, including attorney’s fees,

arising out of or resulting therefrom. Any such verifications or adaptation will entitle the Consultant to further compensation at

rates to be agreed upon by the Client and the Consultant.

7.0 Insurance and Indemnity: At all times during the terms of this Agreement the Consultant shall maintain, at its own cost and

expense, insurance coverage as protection from claims filed against Consultant as follows:

• Workers Compensation (as required by law)

• General Liability (to person or property)

• Automobile Liability (to person or property)

• Professional Liability (errors and omissions)

At the request of the Client, Consultant shall provide appropriate certificates thereof. In the event a claim against the Consultant is

brought, alleging errors or omissions by the Consultant and Consultant is found NOT to be legally liable, then Client shall pay all

costs incurred by Consultant in defending itself against such claim.

Client agrees that it will defend, indemnify and hold harmless the Consultant, its officers, directors and employees, from and

against any and all claims, damages, awards and costs of defense caused by the negligent or otherwise wrongful acts or

omission, including breach of a specific contractual duty, of the Client or the Client’s independent contractors, agents or

employees..

8.0 Hazardous Materials: The Consultant and Consultant’s consultants shall have no responsibility for the discovery,

presence, handling, removal or disposal of or exposure of persons to hazardous materials in any form at the Project site,

including but not limited to asbestos, asbestos products, polychlorinated biphenyl (PCB) or other toxic substances. The Client

agrees to indemnify and hold harmless the Consultant and Consultant’s consultants from and against all claims, liability or

costs, including reasonable attorney’s fees and expenses, arising out of or in any way connected with the presence, handling,

removal, abatement or disposal of hazardous materials in any form at the project site. The Client further agrees to make no

claim and hereby waives any claims or causes of action of any type against the Consultant and Consultant’s consultants, which

may arise out of or relate in any way to the presence of such hazardous materials.

9.0 Risk Allocation and Limitation of Liability. To the fullest extent permitted by law, and not withstanding any other

provision of this Agreement, the total liability, in the aggregate, of the Consultant, and its officers, directors, partners,

employees, agents and sub-consultants, and any of them, to the Client and anyone claiming by, through or under the Client,

for any and all claims, losses, costs or damages of any nature whatsoever arising out of, resulting from or in any way related to

the Project or the agreement from any cause or causes, including but not limited to the negligence, professional errors or

omissions, strict liability, breach of contract or warranty, express or implied, of the Consultant, and its officers, directors,

employees, agents or sub-consultants, or any of them, shall not exceed the total compensation received by the Consultant, for

Services provided under this Agreement or $50,000 whichever is more. Client agrees that Consultant shall not be responsible

for the means, methods, procedures performance, site safety of the construction contractors or subcontractors, or for their

errors or omissions. Client agrees that the work created pursuant to this Agreement is for the sole and exclusive use of Client

and is not for the benefit of any third parties. This Agreement and the Services to be performed hereunder shall in no way be

construed as a guarantee of deficient-free construction.

Neither party shall be responsible to the other for any special, incidental, indirect, penal and/or consequential

damages (including lost profits) incurred by either Consultant or Client or for which either party may be liable to any

third party.


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10.0 Force Majeure: The Parties shall not be liable to each other for any delay in the performance of its obligations hereunder or

of any damages suffered by reason of such delay, when such delay is directly or indirectly caused by, or in any manner arises

from fires, floods, accidents, riots, acts of God, war, governmental interferences or embargoes, strikes, labor difficulties, shortage

of labor, fuel, power, materials or supplies, transportation delays, or any other causes beyond its control.

11.0 Site Safety: Client agrees that in accordance with generally accepted construction practices, the construction contractor

and construction subcontractors will be required to assume sole and complete responsibility for job site conditions during the

course of construction of the project, including safety of all persons and property, and that this requirement shall apply

continuously and not be limited to normal working hours. Neither the professional activities of Consultant nor the presence of

Consultant or his or her employees or subconsultants at a construction site shall relieve the contractor and its subcontractors

of their obligations, duties and responsibilities including, but not limited to, construction means, methods, sequence, techniques

or procedures necessary for performing, superintending or coordinating all portions of the work of construction in accordance

with the contract documents and applicable health or safety requirements of any regulatory agency or of state law. Client

agrees that Consultant shall not be responsible for the means, methods, procedures performance, site safety of the

construction contractors or subcontractors, or for their errors or omissions. Client agrees that the work created pursuant to this

Agreement is for the sole and exclusive use of Client and is not for the benefit of any third parties. This Agreement and the

Services to be performed hereunder shall in no way be construed as a guarantee of deficient-free construction

12.0 Termination: This Agreement may be terminated without cause or for convenience by either party upon thirty (30) days

written notice. The obligation to provide further services under this document may be terminated for cause by either party upon

seven (7) days’ written notice in the event of substantial failure by the other party to perform in accordance with the terms

hereof through no fault of the terminating party. In the event of any termination, the Consultant shall be paid for all services

rendered to the date of termination, all reimbursable expenses and termination expenses.

13.0 Successors and Assigns: Neither the Client nor the Consultant shall assign, sublet or transfer any rights under or interest

in (including, but without limitation, moneys that are or may become due) this document, or any claims that may arise from the

performance of services under this agreement, without the written consent of the other, except to the extent that the effect of

this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to an assignment, no

assignment will release or discharge the assignor from any duty or responsibility under this document. Nothing contained in this

paragraph shall prevent the Consultant from employing such independent consultants, associates and subcontractors, as it may

deem appropriate to assist in the performance of services hereunder. Nothing herein shall be construed to give any rights or

benefits hereunder to anyone other than the Client and the Consultant. Nothing herein shall create a contractual relationship

with or cause of action in favor of a third party against either the Client or Consultant.

All claims and causes of actions between the parties to this agreement pertaining to acts or failures to act shall be deemed to

have accrued and the applicable statutes of limitations shall commence to run not later than either the date of substantial

completion for acts or failures to act occurring prior to substantial completion, or the date of the issuance of the final certificate

for payment for acts or failures to act occurring after substantial completion.

14.0 No Third Party Beneficiaries: The Agreement gives no rights or benefits to anyone other than Client and Consultant and

does not create any third party beneficiaries to the Agreement.

15.0 Dispute Resolution. Client agrees that in the event Consultant institutes litigation to enforce or interpret the provisions of this

Agreement, such litigation is to be brought and adjudicated in Ramsey County, Minnesota, and Client waives the right to bring, try

or remove such litigation to any other county or judicial district. The Client shall make no claim for professional negligence, either

directly or by way of a cross complaint against the Consultant, unless the Client has first provided the Consultant with a written

certification executed by an independent consultant currently practicing in the same discipline as the Consultant and licensed in the

same State. This certification shall: (i) contain the name and license number of the certifier; (ii) specify the acts or omissions that the

certifier contends are not in conformance with the standard of care in paragraph 23; and (iii) state in detail the basis for the certifier’s

opinion that such acts or omissions do not conform to the standard of care. All claims, disputes, controversies or matters in question

arising out of, or relating to, this Agreement or any breach thereof, including but not limited to disputes arising out of alleged design

defects, breaches of contract, errors, omissions, or acts of professional negligence, (collectively “Disputes”) shall be submitted to

mediation before and as a condition precedent to pursuing any other remedy. Upon written request by either party to this

Agreement for mediation of any dispute, Client and Consultant shall select a neutral mediator by mutual agreement. Such selection

shall be made within ten (10) calendar days of the date of receipt by the other party of the written request for mediation. In the event

of failure to reach such agreement or in any instance when the selected mediator is unable or unwilling to serve and a replacement


4

mediator cannot be agreed upon by Client and Consultant within ten (10) calendar days, a mediator shall be chosen as specified in

the Mediation Rules of the American Arbitration Association then in effect, or any other appropriate rules upon which the parties

may agree. Any cause of action brought against Consultant shall be brought within one year of the work or services performed

under this Agreement. The above shall not preclude or limit Consultant’s right to file an action for collection of fees if the amount in

dispute is within the jurisdiction of the small claims court or limit Consultant’s right to record, perfect or enforce applicable

mechanic’s lien or stop notice remedies

16.0 Mutual Negotiation: Client expressly agrees that all provisions of the Agreement, including the clause limiting the liability of

Consultant, were mutually negotiated. But for the inclusion of the limitation of liability clause in the Agreement, the Consultant's

compensation for services would otherwise be greater and/or the Consultant would not have entered into the Agreement.

17.0 The Agreement: This Agreement constitutes the entire Agreement between CONSULTANT and CLIENT and supersedes all

prior written or oral understandings. This Agreement may only be amended, supplemented, modified, or canceled by a duly

executed written instrument. The failure of either party to insist upon strict adherence to any term of this Agreement on any

occasion shall not operate or be construed as a waiver of the right to insist upon strict adherence to that term or any other term of

this Agreement on any other occasion. This Agreement shall be governed and construed and obligations of the parties hereto shall

be determined in accordance with the Laws of the State of Minnesota.

The signators below hereby certify that they are duly authorized to bind their respective firms to the terms hereof.

IN WITNESS WHEREOF, the Parties hereto have made and executed this Agreement as the day and year first above written.

Agreed and Accepted

"Client" SEBESTA, INC. d/b/a NV5

By: By: __

Print Name: _____________________________________ Print Name: _____________________________________

Title: _________________________________________ Title: __________________________

The ACORD name and logo are registered marks of ACORD

CERTIFICATE HOLDER

© 1988-2014 ACORD CORPORATION. All rights reserved.ACORD 25 (2014/01)

AUTHORIZED REPRESENTATIVE

CANCELLATION

DATE (MM/DD/YYYY)CERTIFICATE OF LIABILITY INSURANCE

LOCJECTPRO-POLICY

GEN'L AGGREGATE LIMIT APPLIES PER:

OCCURCLAIMS-MADE

COMMERCIAL GENERAL LIABILITY

PREMISES (Ea occurrence) $DAMAGE TO RENTEDEACH OCCURRENCE $

MED EXP (Any one person) $

PERSONAL & ADV INJURY $

GENERAL AGGREGATE $

PRODUCTS - COMP/OP AGG $

$RETENTIONDED

CLAIMS-MADE

OCCUR

$

AGGREGATE $

EACH OCCURRENCE $UMBRELLA LIAB

EXCESS LIAB

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

INSRLTR TYPE OF INSURANCE POLICY NUMBER

POLICY EFF(MM/DD/YYYY)

POLICY EXP(MM/DD/YYYY) LIMITS

PERSTATUTE

OTH-ER

E.L. EACH ACCIDENT

E.L. DISEASE - EA EMPLOYEE

E.L. DISEASE - POLICY LIMIT

$

$

$

ANY PROPRIETOR/PARTNER/EXECUTIVE

If yes, describe underDESCRIPTION OF OPERATIONS below

(Mandatory in NH)OFFICER/MEMBER EXCLUDED?

WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY Y / N

AUTOMOBILE LIABILITY

ANY AUTOALL OWNED SCHEDULED

HIRED AUTOSNON-OWNED

AUTOS AUTOS

AUTOS

COMBINED SINGLE LIMIT

BODILY INJURY (Per person)

BODILY INJURY (Per accident)PROPERTY DAMAGE $

$

$

$

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSDADDL

WVDSUBR

N / A

$

$

(Ea accident)

(Per accident)

OTHER:

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THISCERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZEDREPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject tothe terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to thecertificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

INSURED

PHONE(A/C, No, Ext):

PRODUCER

ADDRESS:E-MAIL

FAX(A/C, No):

CONTACTNAME:

NAIC #

INSURER A :

INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

INSURER(S) AFFORDING COVERAGE

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS.

5/3/2017

Cavignac & Associates450 B Street, Suite 1800San Diego CA 92101

NV5, Inc.200 South Park Road, Suite #350Hollywood, FL 33021

Liberty Insurance CorporationThe Phoenix Insurance CompanyThe First Liberty Insurance CorporaBerkley Insurance Company

4240425623

32603

Certificate Department619-744-0574 619-234-8601

[email protected]

NV5INC0-01

1571182335

B 6809H714167 5/1/2017 5/1/2018

Deductible

1,000,000

1,000,000

10,000

1,000,000

2,000,000

2,000,0000

X

X

X

X

Cross Liab

SeverofIntrst

X

A

XAS7Z91462442027 5/1/2017 5/1/2018 1,000,000

A X

X

X

0

TH7Z91462442037 5/1/2017 5/1/2018 10,000,000

10,000,000

C

N

WC6Z91462442047 5/1/2017 5/1/2018 X

1,000,000

1,000,000

1,000,000D Professional Liability AEC901463201 5/1/2017 5/1/2018 Each Claim

Aggregate$5,000,000$10,000,000

Professional Liability - Claims made form, defense costs included within limit. If the insurance company elects to cancel or non-renewcoverage for any reason other than nonpayment of premium Cavignac & Associates will provide 30 days notice of such cancellation ornonrenewal.

Specimen Certificate

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