State College Area School District · Facility Dynamics Engineering - Statement of Qualifications 2...

Statement of Qualifications and Price Proposal for

Building Commissioning Services

State College Area School District

High School Project

Submitted to:

State College Area School District 131 West Nittany Avenue State College, PA 16801

Attn: Mr. Ed Poprik

January 8, 2015

Facility Dynamics Engineering - Statement of Qualifications 2

Table of Contents

Desired Qualifications ............................................................................................................... 3 Cover Letter ............................................................................................................................... 5 Firm Description ........................................................................................................................ 6

Name and Location of Firm – Facility Dynamics Engineering (FDE) ........................ 6 Firm Ownership and Length of Time in Business ....................................................... 6 Firm Size and History .................................................................................................. 6 FDE Corporate and Branch Offices ............................................................................. 6 Additional Services Available from FDE .................................................................... 6

Proposed Commissioning Authority .......................................................................................... 7 FDE Commissioning Team Member Attributes .......................................................... 7 FDE’s Commissioning Team ...................................................................................... 7 Project Availability and Commitment ......................................................................... 7

Project Team .............................................................................................................................. 8 Organizational Chart ................................................................................................... 8 Team Members Individual Profiles and References .................................................... 8

Building Commissioning Experience ...................................................................................... 23 LEED Project Experience .......................................................................................... 25 Relevant Team Experience ........................................................................................ 26

Project Approach ..................................................................................................................... 29 References and Work Samples ................................................................................................ 35

Millennium Science Complex ................................................................................... 35 Eastern York High School ......................................................................................... 35 Bill and Linda Gates Hall – Computer and Information Science .............................. 35 Interdisciplinary Science and Engineering Building ................................................. 36 Translational Research Center ................................................................................... 36 Work Samples ........................................................................................................... 37

Fee Proposal and Agreement ................................................................................................... 66 Proposed Form of Agreement Sample ....................................................................... 67 Fee Proposal Information .......................................................................................... 74


Desired Qualifications

1) Acted as the principal CxA provider for at least three (3) projects over 40,000 sf during the past two (2) years. – FDE has commissioned over 2,000 projects over the past 25 years. Approximately 95% of our work is devoted to commissioning and we currently average over 250 commissioning jobs per year. Similar clients and projects include: Penn State University – Over 12 projects, Eastern York School District, University of Delaware – Interdisciplinary Science and Engineering Building, Cornell University – Over 50 projects including Life Sciences Technology Building and East Campus Research Building and University of Pittsburgh – Chevron Science Center and Mid Campus Renovations.

2) Significant experience in the operation and troubleshooting and applications of the USGBC’s LEED Green Building Rating System - FDE has been involved in LEED commissioning for over 12 years and has conducted over 290 projects where LEED certification was part of the commissioning objective. We have multiple LEED AP engineers on staff and many other engineers have attended LEED Training.

3) Extensive experience in the operation and troubleshooting of HVAC systems, energy management control systems and lighting controls systems– This is FDE’s core expertise. We are a nationally recognized authority on HVAC controls. In addition to our controls engineering expertise, we also have in-house field technicians who are trained in many of the most common DDC systems. We conceptualized, developed and help to maintain the website www.ddc-online.org.

4) Extensive field experience is required. A minimum of five (5) years in this type of work is required - FDE has been doing primarily commissioning work for over 25 years. The personnel proposed for this project average 15+ years executing Cx work and 25+ years in the industry.

5) Knowledgeable in building envelope design and construction – FDE has been involved in over 30 projects where Building Envelope Commissioning (BECx) has been included. Due to the specialty nature of building envelope commissioning, FDE subcontracts to BECx firms that mirror our ‘hands-on’ and field testing based approach to commissioning.

For this project, FDE will use Architectural Testing, Inc. (ATI) as a subcontractor to perform all building envelope commissioning services. We have worked with ATI on several projects including the Fulton Bank Expansion project, University of Connecticut Health System and projects at Princeton University.

Architectural Testing and FDE work as one Team with FDE acting as a Prime over any of the Commissioning tasks performed by ATI.

Our intent is to integrate our BECx with the overall Cx activities so they are seen as a single service. While various activities are independent, all the documentation, etc. will be integrated to give the design and ownership teams a single source for information and tracking. FDE and ATI’s relationship spans several years and our approach toward commissioning are nearly identical.

6) Knowledgeable in building operation and maintenance and O&M Training – An O&M perspective and involvement have always been a key to the success of our company. A successful Cx process ideally will include involvement of the Owner’s O&M staff early in the design phase and throughout the duration of the project. The final important element to a complete project is the training that occurs near the completion of the project. Too often this training is overlooked or conducted in a manner that is not conducive to audience for which it is intended. Depending on our level of involvement, we have specified detailed training requirements, coordinated training during the commissioning of the project, or conducted the training. FDE has conducted over 250 training programs dealing with O&M, particularly in the controls arena. Conducting training programs is a significant segment of our business. As a standard part of Cx, we present Systems Overview training which includes the primary principles in O&M for the systems involved. We have authored procurement documents for O&M services and consult on maintenance contract management for complex facilities for National Institute of Health, DC Government, General Services Administration and the Environmental Protection Agency.


7) Knowledgeable in testing and balancing of both air and water systems - We have an extensive array of diagnostic equipment that rivals what a sophisticated TAB firm would utilize. We are all senior field savvy engineers and extensively trained at using that equipment and the TAB process for all types of systems. We do not rely on TAB firms to take key readings for our diagnostics. Our experience surpasses that of a typical certified TAB technician.

8) Experienced in energy-efficient equipment design and control strategy optimization – We have more than a dozen licensed professional engineers that range from an HVAC design background to HVAC research/application backgrounds, all experienced at energy efficient design. As stated previously, we are nationally recognized experts in HVAC controls. We are frequently used as a specialty consultant for controls designs. It would be hard to match our theoretical knowledge and practical experience at control strategy optimization.

9) Direct experience in monitoring and analyzing system operation using energy management control system trending and stand-alone data logging equipment – With deep expertise in DDC systems, we routinely use the on-board trending, querying, and diagnostic capabilities of all of the major DDC systems. In the field, it is not uncommon for FDE engineers to show the project control technicians functionality that they did not know their systems exhibited. More importantly, Facility Dynamics Engineering is considered to be an industry leader in the trend diagnostic arena. Over a decade ago, FDE invested heavily into developing automated systems to analyze trend data, and now has the leading commercially-available automated diagnostic expert system that mines trend data from building automation systems or data loggers. The software is called PACRAT (Performance and Continuous Recommissioning Analysis Tool). Details can be reviewed on our web site. (www.facilitydynamics.com) PACRAT’s ongoing and automated diagnostics are the ideal way to maintain persistence of performance of a newly-commissioned facility, as well as leveraging the capabilities of the Owner’s O&M staff.

10) Experience with indoor air quality testing procedures - FDE has conducted numerous studies in support of IAQ complaints and possess instrumentation to measure ventilation rates and other IAQ related thermodynamic properties. We’ve conducted numerous studies in support of IAQ complaints.

11) Excellent verbal and writing communication skills and highly organized and able to work with both management and trade contractors– As evidenced by our past projects, we usually are the mediators of the project. This requirement is so critical to the success of a Commissioning Provider (CP). The CP must have a collaborative relationship with all parties. This is an extremely important skill and the best testament to our approach will come from our past clients. As far as organization is concerned, our application of information technology to the Cx process is state-of-the-art and one of a kind

12) Experienced in writing building systems commissioning specifications – FDE has authored all aspects of our current commissioning documentation including Commissioning Plans, commissioning specifications and functional test procedures. FDE has been recognized by our clients for outstanding reporting and documentation. Several of our repeat commissioning clients have used FDE-authored commissioning specifications and RFPs as templates or standardized documents for their broader Cx programs. All personnel assigned to this project have experience with writing Cx documents.

13) A degree in Mechanical Engineering is strongly preferred and a Professional Engineering (PE) license is desired; however, other technical training, past commissioning and field experience will be considered - We have several P.E.’s licensed in various states including Pennsylvania, some of whom teach the courses that train others in hands-on commissioning. The project manager (Phil Engers) and senior engineer (Elliott McDonald) have a mechanical engineering degree and senior electrical engineer (Dave Stabler) is a licensed P.E. Please see the Project Team section for additional information.

14) Membership in the AABC Commissioning Group (ACG) will be considered a plus and ACG Certification by virtue of having passed the ACG Certification Examination will be considered an extra plus – FDE is a certified member of the AABC Commissioning Group (ACG) and have multiple engineers that are certified.

Pennsylvania Office: 126 South 27th Street, Camp Hill, PA 17011 Phone: (717) 571-7939

Corporate Office: 6760 Alexander Bell Drive, Suite 200 Columbia, MD 21046 Phone: (410) 290-0900 Fax: (410) 290-0901

January 8, 2015

Mr. Ed Poprik State College Area School District 131 West Nittany Avenue State College, PA 16801

Cover Letter – Building Commissioning Consulting Services for State College Area School District – New High School

Dear Mr. Poprik:

Facility Dynamics Engineering (FDE) is pleased to submit our proposal for commissioning services for the New High School Project for the State College Area School District. We have included our Statement of Qualifications responsive to your solicitation describing our experience relative to this type of project. Our personnel possess extensive experience in HVAC and Electrical commissioning services and related areas. These individuals are also specialists in mechanical system design and optimization, electrical systems, building automation and control systems, operations and maintenance, project management, retro-commissioning and training.

FDE has many unique capabilities and attributes that we bring to bear on a project. We are one of the nation’s leading commissioning firms, having commissioned over 2,000 projects over the past 25 years. Approximately 95% of our work is devoted to commissioning and we currently average over 250 commissioning projects per year. We garner new clients almost exclusively by word-of-mouth from existing clients and from our training activities, and many of our clients continue to return on a repeated basis.

FDE’s experience includes a wide range of facilities including university campuses, research facilities, K-12 schools, government and military institutions, central plants, data centers, prisons, museums, medical facilities and some of the largest laboratory facilities (ABSL, BSL2/3/4) in the United States. Many of our projects have achieved LEED certifications.

A partial list of our recent clients include: Johns Hopkins University, General Services Administration, University of Maryland, Cornell University, Princeton University, Environmental Protection Agency, University of Virginia, Bank of America, University of Pittsburgh, University of Pennsylvania Health, Lockheed Martin, University of North Carolina –Chapel Hill, General Motors and the University of California – multiple campuses. A full client list can be made available upon request.

In addition, We have commissioned dozens of projects at school systems such as: Eastern York School District (PA), Baltimore County (MD) Public Schools, Howard County (MD) Public Schools, Carroll County (MD) Public Schools, Cecil County Schools (MD), Chicago (IL) Public Schools, Montgomery County (MD) Public Schools, Anne Arundel County (MD) Public Schools, Arlington County (VA) Public Schools, City of Alexandria (VA) Public Schools, Henrico County (VA) Schools, Loudoun County (VA) Public Schools, Lynchburg (VA) Schools, Albemarle County (VA) Schools, Wake County (NC) Public Schools, Clark County (NV) School District and the Archdiocese of Baltimore (MD) Catholic Schools. We have developed controls guide specifications and standard sequences and corresponding logic diagrams for Fairfax County (VA) Public Schools, Montgomery (MD) County Public Schools and Chicago (IL) Public Schools. We recently completed control standards for Clark County (NV) School District. We have open-end contracts with numerous school districts.

FDE has also developed some unique software tools used in commissioning. Of particular interest is our web-based ‘Cx Project Portal’ which provides a collaborative resource for planning, managing, and executing the Cx process, and our “hands-on” approach to field testing which we and our clients have found to be a more effective and efficient overall commissioning process. FDE has also developed PACRAT, an automated diagnostic tool that can provide ongoing analysis after the initial commissioning process is completed.

Enclosed you will find our experience which highlights our commissioning qualifications relevant to State College School District project. Please contact David Mullinix – Marketing Manager at 410-290-0900 or [email protected] for any additional information regarding our proposal. We thank you for the opportunity to submit our information and look forward to discussing our qualifications with you.

Sincerely,

J. Jay Santos, P.E. Principal


Firm Description

Name and Location of Firm – Facility Dynamics Engineering (FDE) Pennsylvania Office Corporate Office

126 South 27th Street 6760 Alexander Bell Drive, Suite 200 Camp Hill, PA 17011 Columbia, MD 21046 Phone: 484-631-6763 Phone: 410-290-0900 Fax: 410-290-0901

Website: www.facilitydynamics.com

Firm Ownership and Length of Time in Business FDE is co-owned by J. Jay Santos, PE, and E. Lon Brightbill, PE. The firm was started in 1989 and has been in business continuously for over 25 years. FDE is a Corporation that is incorporated in the State of Maryland.

Firm Size and History FDE consists of over 65 engineers including senior mechanical engineers, electrical engineers, and technicians. All have ‘hands-on’ experience in and an emphasis on Facility Operation and BAS/Controls. We take pride in operating on the strength of our completed work and as such, client referrals, repeat clients, and requests/invitations to bid make up much of our new work. FDE is not interested in growth of the company merely for the sake of growth; we only add staff as the right people became available, never compromising the quality and unique aspects of our core work – commissioning and facility operation with an emphasis on controls

FDE Corporate and Branch Offices Our Corporate Office is located in Columbia MD which is between Washington, D.C. and Baltimore. The principals of the company and approximately 25 employees work out of our corporate office; our other employees and engineers work from branch offices located across the United States.

Branch Office Locations In addition to our corporate office in Columbia MD, FDE employees are located in the following areas:

Pennsylvania: Harrisburg, York, Delaware: Middletown, Washington, DC, Virginia: Richmond, Charlottesville, Williamsburg, North Carolina: Greensboro, Cary, Illinois: Champaign/Urbana, Minnesota: Minneapolis/St. Paul, Northern California: Sacramento, Southern California: Los Angeles, Colorado: Boulder, Oregon: Portland, Texas: Houston, Michigan: Leonard, Washington: Seattle,

Additional Services Available from FDE In addition to our core work in facility commissioning and retro-commissioning, FDE also provides an array of specialized services that complement our commissioning process. Many of these are related to our experience and commitment to understanding the complex yet critical area of DDC controls and Building Automation Systems. Additional services include:

▪ Troubleshooting and Remediation of Mechanical/Electrical/Controls ▪ Vendor-Independent Control Design and Consulting ▪ Facility and Campus Controls Master Planning and Specifications ▪ Automated, Continuous-Commissioning & Trend Analysis Tools (PACRAT) ▪ Energy Analysis ▪ Owner/Operator Education and Training


Proposed Commissioning Authority

FDE Commissioning Team Member Attributes For this project, FDE intends to employ a commissioning team with a similar structure to that used on other K-12/university facilities. This structure includes personnel with the following attributes:

Professional and/or degreed mechanical and electrical engineers;

Senior-level, experienced controls engineers and technicians;

Former mechanical contractors;

Experienced project managers with engineering and field expertise

FDE’s Commissioning Team FDE proposes the following team members for the State College Area School District – High School Project. Personnel profiles are provided below; detailed resumes are provided in the following section.

Project Manager/Commissioning Authority

FDE will designate Phil Engers as Project Manager for the proposed project. The PM will be the primary point-of-contact and will direct all commissioning activities and manage project personnel and resources within the scope and budget of the project. The PM will also work directly with our field engineers and technicians to perform testing as needed and will remain intimately involved in the details of the HVAC system, HVAC controls and related specialty mechanical systems.

Senior Field Engineers/Technicians

Elliott McDonald and Phil Dobinson will serve as HVAC & Controls field engineers. David Stabler, P.E. and Stan Stough will handle the commissioning of the electrical systems. Field engineers are tasked with executing the field testing portions of the commissioning process and assist the PM with development of testing procedures and field verification throughout the Construction and Acceptance testing phases. All work will be coordinated through the project manager.

Project Principal

Jay Santos, P.E. will act as overall principal in charge of this project.

Project Availability and Commitment

The State College Area School District has our commitment that the proposed project team and the full corporate resources of Facility Dynamics Engineering will be utilized to ensure the timely and successful completion of any task assigned to us under this contract.


Project Team

Organizational Chart

Team Members Individual Profiles and References FDE proposes the following individuals to staff our commissioning team and any additional related efforts for the State College Area School District – High School Project. Additional FDE technical staff can be made available to the team as the need arises.

Principal: Jay Santos, P.E.

Jay Santos and Lon Brightbill founded Facility Dynamics Engineering in 1989 and continue to serve as working engineers as well as Principals of the firm. Both Jay and Lon take an active role in overseeing FDE jobs of all sizes. Jay has more than 30 years of experience in controls design, controls master planning, commissioning, and training. A recognized expert with a preeminent record of conceiving and implementing innovative, energy and cost-efficient designs in the fields of DDC Controls, Building Controls Master Planning, and Building Automation Systems., He is also a renowned lecturer, educator, and author. Jay teaches commissioning and DDC controls classes and conducts on-site training programs, provides technical training and consulting, and presents speeches and papers on commissioning, controls and HVAC diagnostics.

As Principal-in-charge, Jay oversees review processes and identifies commissioning, retro-commissioning, and energy-conservation strategies based on his in-depth knowledge of the commissioning process and building optimization, supervises numerous commissioning projects, manages the implementation of PACRATTM (fault detection & diagnostic software) and provides technical support, and oversees contract administration and project quality control/quality assurance.

PROJECT MANAGER / COMMISSIONING AUTHORITY

Phil Engers

HVAC Systems

Elliott McDonald Phil Dobinson

Control Systems

Elliott McDonald Phil Dobinson

Principal in Charge

Jay Santos, P.E.

Electrical Systems

David Stabler, P.E. Stan Stough


Project Manager/Commissioning Authority: Phil Engers

Phil is a Senior Project Engineer and Commissioning Agent with over 28 years of experience in the mechanical/facilities engineering field, 13 years with FDE, 5 years as a consultant and 7 years as a mechanical contractor. Phil also spent 3 years as a facilities manager for a 300-bed acute care hospital. He has worked on Commissioning and RCx projects for Penn State University – Material Life Sciences Building and Eastview Terrace Housing, Harrisburg University – Science & Technology Building, University of Pittsburgh – Chevron Science Center and New Freshman Housing, University of Delaware – Interdisciplinary Science and Engineering Building and East Campus Utility Plant, Children’s Hospital of Philadelphia - South Campus Research Facility and Central Utility Plant, Hershey Medical Center – Cancer Institute and Oncology Treatment Building, Chambersburg Hospital Expansion, A.I. DuPont Children’s Hospital, University of Penn Health System – Translational Research Center, WellSpan Health – Aspers Health Center and Rehabilitation Center, Environmental Protection Agency, Strand-Capital Performing Arts Center, Emergent Bio-defense Facility, Corning, Inc. – Sullivan Park, M.D. Anderson Cancer Center, University of Maryland, Baltimore – New Dental School, University of Iowa – Hygienic Lab and over 35 projects for Cornell University including the Life Sciences Technology Building, East Campus Research Facility and West Residential Housing Initiative (5 phases). Phil has a BS degree in Mechanical Engineering.

Mechanical/Controls Field Engineer Profiles

Elliott McDonald

Elliott has over 26 years of experience in building automation and HVAC systems and joined FDE in the spring of 2009. Elliott’s background includes commissioning of numerous hospitals, office and university facilities. His current or recently completed projects with FDE include: Penn State University – Millennium Science Complex, Harrisburg University – Science and Technology Building, University of Delaware – Interdisciplinary Science and Engineering Building and East Campus Utility Plant (ECUP), Cornell University – Physical Sciences Complex and Animal Health Diagnostic Center, Children’s Hospital of Philadelphia – Ambulatory Care Center and South Campus Research Facility, A.I. Dupont Hospital for Children – Operating Room Upgrade, St Johns Hospital – Keck Diagnostic and Treatment Center, WellSpan Health – Rehabilitation Center, University of Pennsylvania Health System – Translational Research Center, Federal Bureau of Prisons – Berlin Federal Prison, University of Georgia – Special Collections Library and the University of Pittsburgh – Chevron Science Center.

Phil Dobinson

Phil has over 18 years of experience in controls and HVAC systems and joined FDE in the spring of 2010. He is a seasoned troubleshooter that exhibits strong relay logic and pneumatic skills that compliment his abilities when interpreting job plans and specifications. His years of DDC experience and extensive knowledge of HVAC equipment has been complimentary to his work as a senior engineer during the functional performance phase of the commission process. Phil’s recent projects with FDE include: Penn State University – Millennium Science Complex, Cornell University – Animal Health Diagnostic Center and Physical Sciences Building, Children’s Hospital of Philadelphia – South Campus Research Facility, WellSpan Health – Rehabilitation Center, University of Pennsylvania Health System – Translational Research Center, Strand-Capital Performing Arts Center (RCx), University of Pittsburgh – Chevron Science Center and New Freshman Housing, Corning Inc. – Sullivan Park Campus and the Barnes Foundation – Art Education Center.


Electrical Engineer Profiles

Dave Stabler, P.E. Dave has over 35 years of experience and joined FDE in 2006. Dave’s background covers the full range of electrical design activities as well as project management experience for electrical and MEP design teams. A significant portion of his experience was in the healthcare field with projects involving operating suites, radiology suites, MRI facilities, in-patient wards, complete hospital facilities, assisted-living facilities with dementia wings, medical lab spaces, etc. Dave has worked with our commissioning teams for Penn State – Dickinson School of Law, Dobbins Hall Renovation/Addition, Bio-Research Laboratory, Alexandria City Public Schools – T.C. Williams High School, Harrisburg Student Housing and Millennium Science Complex, Hershey Medical Center – Cancer Institute, Johns Hopkins University – Teaching Laboratory and School of Public Health, Rush University Medical Center – East Tower and Orthopedic Ambulatory Building, Howard Hughes Medical Institute – Janelia Farms Research Campus, Salisbury University – Seagull Square Housing, Cornell University – East Campus Research Center and Uris Hall, University of Pittsburgh – Chevron Science Center, Mid Campus Renovations and New Freshman Housing, Children’s Hospital of Philadelphia – Ambulatory Care Center and South Campus Research Facility, Rockingham Memorial Hospital, Chambersburg Hospital Expansion, Corning Inc., Department of Homeland Security – NBACC BSL-3 lab facility, M.D. Anderson Cancer Center, State of Delaware – Stockley Medical Center and numerous projects for the National Institute of Health. Dave has a Bachelor’s of Architectural Engineering and is a P.E. licensed in Pennsylvania – 032889E and Delaware - 13874.

Stan Stough Stan has 40+ years of experience and has been with FDE since 1991. Stan’s background includes 20+ years with a Consulting Engineering firm which provided design and engineering services to the Commercial, Industrial and Institutional facilities. Stan provided project management, design and field services for various projects within the company. He also was the Control System’s Department Head and in addition the Director of the Industrial Department. Stan’s responsibilities for FDE are to provide commissioning services for electrical and fire/life safety systems. Stan’s recent projects include: American University – WCL Tenley, Cornell University – East Campus Research Facility, Riley Robb Hall and Animal Health Diagnostic Center, University of Virginia – Alderman Dormitory, Carter-Harrison Medical Research Building and ITC Data Center, East Carolina University – Family Medicine Center and Cotanche Data Center, Harrisburg University – Science and Technology Building, Penn State – Dickinson School of Law and Eastview Terrace Housing, University of Pennsylvania Health System – Translational Research Center, Children’s Hospital of Philadelphia – South Campus Research Facility, WellSpan Health – Rehabilitation Center, Hershey Medical Center – Cancer Institute, Rockingham Memorial Hospital, Corning Inc – Sullivan Park Campus, Johns Hopkins School of Medicine – Cancer Research Building, M.D. Anderson Cancer Center, University of Maryland, Baltimore – New Dental School, UC Berkeley – Stanley Hall, and Davis Hall and multiple projects for the National Institute of Health.

Project Team Resumes Full resumes for the project team members follow.

FACILITY DYNAMICS ENGINEERING J. JAY SANTOS, P.E., CO-FOUNDER PRINCIPAL-IN-CHARGE LEAD CONTROLS ENGINEER

Jay Santos has more than 30 years experience in controls design, controls master planning, commissioning, and training. A recognized expert with a preeminent record of conceiving and implementing innovative, energy and cost-efficient designs in the fields of DDC Controls, Building Controls Master Planning, and Building Automation Systems (BAS), Jay is also a renowned lecturer, educator, and author. Jay’s specialties include originating and developing detailed Building Control Master Planning utilizing standardized approaches to sequences, documentation, and specifications; originating controls designs utilizing his expertise in controls analysis, trouble-shooting, and energy concerns; quantifying existing building control systems and offering recommendations detailing cost, energy savings, and operational impact; developing BAS User Guides covering interoperability concerns, architecture, hardware and software issues, and assisting owners and engineers in designing and selecting systems to best meet their BAS needs. As Principal-in-charge, Jay oversees review processes and identifies commissioning, retro-commissioning, and energy-conservation strategies based on his in-depth knowledge of the commissioning process and building optimization, supervises numerous commissioning projects, manages the implementation of PACRATTM (fault detection & diagnostic software) and provides technical support, and oversees contract administration and project quality control/quality assurance. Jay teaches commissioning and DDC controls classes and conducts on-site training programs, provides technical training and consulting, and presents speeches and papers on commissioning, controls, and HVAC diagnostics; projects include:

BUILDING CONTROLS MASTER PLANNING Managed and developed Building Controls Master Planning for:

Princeton University University of Delaware Environmental Protection Agency Marine Corps Base Hawaii Ft. Meade campus of the National

Security Agency Bethesda campus of the National

Institutes of Health The University of California, Davis The University of California, Berkeley The University of California, Merced Sandia National Labs Lawrence Livermore National Labs M.D. Anderson Cancer Center Cornell University University of Southern California University of Georgia Government of the District of Columbia Fairfax County Public Schools (VA) Wake Forest University Montgomery County Maryland Public

Schools City of Chicago Public Schools

COMMISSIONING AND RETRO- COMMISSIONING

The U.S. Institute of Peace (LEED) Marine Corps Base Hawaii Retro-

commissioning U.S. Army Schofield Barracks Retro-

commissioning Wheeler UEPH Barracks

Numerous facilities for the State of Delaware

Numerous facilities for the EPA California Department of General

Services (LEED) Ft. Bragg Retro-commissioning, Group

A Buildings NMMC Main OR Upgrades Several facilities for The County of

Henrico, Virginia (LEED) Several projects for the National

Institutes of Health (LEED) Federal Aviation Administration Montgomery County Maryland Judicial

Center (LEED) General Services Administration,

Region 9 (several facilities) City and County of Honolulu (LEED) Berlin Federal Corrections Institute,

Berlin, NH State of Virginia Department of

Behavioral Health (several facilities) NOAA La Jolla Lab (LEED) Langley Air Force Base LA Live! (LEED) PEPCO One Judiciary Square The Aerospace Corporation Sprint Headquarters Campus Calvert County (MD) Aquatic Center General Motors Data Center Lockheed Martin Building 182 Exxon/Mobil Trammel Crow Corning, Inc. Sullivan Park Facilities Barnes Foundation Art Education Center Mark Center Retro-commissioning

FACILITY DYNAMICS ENGINEERING J. JAY SANTOS, P.E., CO-FOUNDER PRINCIPAL-IN-CHARGE LEAD CONTROLS ENGINEER

HEALTH CARE FACILITIES, COMMISSIONING The Children’s Hospital of Philadelphia

South Campus Research Facility (LEED) Rush University Medical Center (LEED) M.D. Anderson Cancer Center University of Texas Southwestern

Medical Center (LEED) Harbor-UCLA Medical Center LA County-USC Medical Center Rockingham Medical Center (LEED) Cedars-Sinai Medical Center UC San Diego Jacobs Medical Center

(LEED) University of Maryland Medical Center Wellspan Rehabilitation Hospital Chambersburg Hospital NC DHHS Eastern Region Psychiatric

Hospital Levindale Hebrew Geriatric Center A.I. DuPont Hospital for Children

EDUCATION Several commissioning projects for:

The University of California, Berkeley – multiple projects encompassing MBCx, EBCx, (LEED)

Cornell University (LEED) Johns Hopkins University The University of Iowa (LEED) The University of California, Los

Angeles Pauley Heart Center (LEED) The University of Maryland (LEED) Georgetown University (LEED) George Washington University (LEED) Salisbury University Perdue School of

Business (LEED) University of Southern California

West Virginia University (LEED) University of North Carolina, Chapel Hill University of Georgia Wake Forest University University of Delaware Pennsylvania State University East Carolina University University of Pittsburgh North Carolina State University Virginia Commonwealth University St. Mary’s College of Maryland Montgomery County MD Public Schools Howard County School System (MD) Henrico County Public Schools (VA)

DDC STANDARDS DEVELOPMENT Ft. Meade campus of the National

Security Agency Methodist Hospital Montgomery College University of North Carolina - Chapel Hill Clark County Schools District (NV) M.D. Anderson Cancer Center National Institutes of Health Fairfax County Public Schools (VA) Lawrence Livermore National Labs North Carolina Department of Mental

Health University of Southern California

TEACHING Building Automation, DDC Controls, Commissioning, and Pneumatics courses taught nationally for:

University of Wisconsin North Carolina State University The Pacific Energy Center

EDUCATION University of Florida Bachelor of Science, Mechanical Engineering, 1978 Master of Science, Mechanical Engineering, 1982

REGISTRATIONS Professional Engineer: Maryland – 44277 and Ohio - 49463

MEMBERSHIPS/ASSOCIATIONS Member SGPC-13 ASHRAE DDC Guide Specification Committee Former Member – ASHRAE Professional Development Committee Member of HPAC Engineering magazine Editorial Board, contributor to former monthly column, “Control Freaks”

FACILITY DYNAMICS ENGINEERING PHIL ENGERS PROJECT MANAGER/SENIOR MECHANICAL ENGINEER

Phil is a Project Manager/Senior Mechanical Engineer with over 29 years of experience. He is responsible for engineering and the management of projects including: commissioning, retro-commissioning, controls design, system diagnostics, and design review. Phil has executed and managed over eighty (80) Commissioning projects for FDE from design phase (peer review and specifications) through construction and warranty (submittal reviews, developing and administering functional tests, and writing final reports); a number of these being LEED Projects. Phil has also been involved in several remedial engineering (troubleshooting) and energy projects. Phil has been with FDE for over 14 years: projects include:

COMMISSIONING AND RETRO-COMMISSIONING PROJECTS Penn State University, University Park, PA (over 10 projects)

Dickinson School of Law – Project Manager/Sr. Mechanical Engineer for LEED commissioning of the 120,000 sf academic facility which includes a library, lounges, classrooms, auditorium and courtrooms. Value: $52 million, Dates: 11/06-6/11

Eastview Terrace Housing – Project Manager/Sr. Mechanical Engineer for multiple housing facility. Value: $43 million, Dates: 3/03-7/07

Millennium Science Complex – Project Manager for LEED commissioning of the 275,000 sf, science research complex. Facility includes: classrooms, clean room, lecture halls, lab space, office areas. Value: $225 million, Dates: 1/09-2/13

Milton S. Hershey Medical Center, Hershey, PA Cancer Institute - Project Manager/Sr. Mechanical Engineer for LEED commissioning of the 180,000 sf

medical center. Facility includes: outpatient rooms, exam rooms, infusion stations, radiation oncology suites, labs and office areas. Value: $115 million, Dates: 10/05-9/09

University of Pennsylvania Health System – Translational Research Center, Philadelphia, PA Project Manager/Sr. Mechanical Engineer for commissioning of the new 12-story, 517,000 sf

hospital/research facility. It houses clinical and patient research areas, offices and biomedical laboratories. Value: $270 million, Dates: 3/08-2/13

WellSpan Health, York, PA Rehabilitation Center – Project Manager/Sr. Mechanical Engineer for the commissioning of the 95,000 sf,

$71 million rehabilitation hospital. Value: $72 million, Dates: 10/08-9/12 Children’s Hospital of Philadelphia, Philadelphia, PA

South Campus Research Facility – Project Manager/Sr. Mechanical Engineer for LEED commissioning of the 1,000,000 science and clinical research facility. Project includes research labs, offices and conference rooms. Also PM for the Ambulatory Care Center project. Value: $260 million, Dates: 9/08-9/12

Harrisburg University, Harrisburg, PA Science and Technology Building – Project Manager/Sr. Mechanical Engineer for commissioning of the

371,000 sf academic facility. Building includes: 24 classrooms, teaching labs and a 125-seat auditorium. Value: $112 million, Dates: 3/08-1/10

University of Pittsburgh, Pittsburgh, PA Chevron Hall – Project Manager/Sr. Mechanical Engineer for LEED commissioning of the 31,000 sf,

research/academic building. Value: $44 million, Dates: 3/09-11/12 Mid Campus Renovations - Project Manager for commissioning of 13 physics labs for the Department of

Physics and Astronomy at the Mid Campus Complex. Value: $28 million, Dates: 1/11-7/13 New Freshman Housing – Project Manager/Sr. Mechanical Engineer for LEED Commissioning of the 11-

story, 212,000 sf student dormitory Value: $59 million, Dates: 6/11-Present University of Delaware, Newark, DE

Interdisciplinary Science and Engineering Building – Project Manager for commissioning of the new 194,000 sf, academic facility. It includes: classrooms, clean room, conference rooms, offices, teaching labs, student lounge and a student commons with a cafe. Value: $105 million, Dates: 11/09-Present

Cornell University, Ithaca, NY (Over 35 projects) East Campus Research Facility – Project Manager/Sr. Mechanical Engineer for commissioning of the

79,000 sf research and academic facility. Value: $55 million, Dates: 4/04 – 2/09 West Campus Residential Initiative – Project Manager/Sr. Mechanical Engineer for commissioning (4

phases) of the new 1,800 bed, 500,000 sf dormitories. Value: $175 million, Dates 11/03-4/10 Life Science Technology Building – Project Manager/Sr. Mechanical Engineer for LEED commissioning

of the new 260,000 sf science research/academic facility. Value: $140 million, Dates: 4/04 – 3/10

FACILITY DYNAMICS ENGINEERING PHIL ENGERS PROJECT MANAGER/SENIOR MECHANICAL ENGINEER

University of Maryland, Baltimore – Dental School, Baltimore, MD Project Manager/Sr. Mechanical Engineer for the commissioning of the 360,000 sf teaching facility.

Project includes: offices, classrooms, dental labs, and a vivarium. Value: $124 million, Dates: 1/04-10/06 West Virginia University, Morgantown, WV

Advanced Engineering Research Building – Project Manager/Sr. Mechanical Engineer for the commissioning of the 75,000 sf research/academic facility. Value: $41 million, Dates: 6/11-Present

Rockefeller Neuroscience Institute – Project Manager/Sr. Mechanical Engineer for commissioning of the 84,000 sf science lab facility. Dollar Value $38 million, Dates 8/10-4/12

Basketball Practice Facility – Project Manager/Sr. Mechanical Engineer for the 63,000 sf practice facility. Value: $22 million, Dates: 9/08-2/12

Corning Inc., Corning, NY Sullivan Park Campus DV and DX Buildings – Project Manager for commissioning of multiple research

facilities (130,000 sf DX Building and the 250,000 sf DV Building) at the Corning, Inc. New York campus Value: N/A, Dates: 12/07-Present

Additional Cx and RCx Clients and include: A.I. DuPont Hospital for Children, Chambersburg Hospital Expansion (PA), Clark Art Institute – Arts &

Conservation Center, Barnes Foundation – Art Education Center, University of California – Berkeley – Stanley Hall, M.D. Anderson Cancer Center, Environmental Protection Agency, University of Iowa – Hygienic Laboratory and Federal Bureau of Prisons – Berlin Federal Prison.

8/99-9/01 J&S FABRICATION Project Engineer

Design/Build, estimation, and layout for HVAC/ sheet metal Contractor. Provided HVAC design, and project management, and fabrication drawings for various sheet metal projects. Estimated project costs for bids using computerized software and developed automated bid sheets for estimates.

11/95-7/99 MCCLURE COMPANY Project Engineer

Design/Build, estimation and project management for mechanical contractor Provided HVAC design, and project management for over 100 various HVAC installation projects.

Projects ranged from several thousand to over $600K. Estimation and management of several preventive maintenance contracts.

4/94-10/95 FACILITY DYNAMICS ENGINEERING Project Engineer

Design and analysis of HVAC and energy projects. Provided HVAC design and project management for hospital and institutional projects. Managed energy rebate program for Montgomery Co. government. Performed utility demand management study for O&M improvements.

2/91-3/05 NORTH ARUNDEL HOSPITAL Assistant Director of Plant Operations

Managed daily operations for a 329 bed, acute care hospital. Responsible for maintenance, physical plant, general trades, biomedical, and grounds. Developed PM program and JACHO procedures.

1/86-7/90 ENERGY APPLICATIONS, INC Project Manager

Design and analysis of HVAC, energy, and indoor air quality projects. Analyzed and implemented energy reduction projects in 5 hospitals and one Chemical testing laboratory. Managed a comprehensive IAQ study of the FAA Tech Center in Atlantic City

EDUCATION University of Maryland, College Park Bachelor of Science – Mechanical Engineering

FACILITY DYNAMICS ENGINEERING ELLIOTT MCDONALD SENIOR ENGINEER

Elliott McDonald is a Senior Engineer with over 27 years of experience, six years in the design and development of plans and specification including sequence of operation and Auto-Cad generated flow diagrams and over 20 years of experience in project management, HVAC systems and the designing, programming, installation and startups of Building Automation Systems. He has performed commissioning duties for a variety of facilities including: data centers, research laboratories (BSL-3), vivariums, office buildings, university/college campuses, assisted living facilities and hospitals. Elliott has been with FDE since June 2006: projects include.

COMMISSIONING AND RETRO-COMMISSIONING PROJECTS

Penn State University, University Park, PA Millennium Science Complex - Sr. Mechanical Engineer for LEED commissioning of the 275,000 sf,

science research complex. Facility includes: 10,000 sf nano clean room, classrooms, lecture halls, lab space, office/administrative areas. Value: $225 million, Dates: 1/09-2/13

University of Pennsylvania Health Systems, Philadelphia, PA Translational Research Center - Sr. Mechanical Engineer for commissioning of the 517,000 sf

hospital/research facility. Value: $270 million, Dates: 3/08-2/13 Children’s Hospital of Philadelphia, Philadelphia, PA

South Campus Research Facility - Sr. Mechanical Engineer for LEED commissioning of the 1,000,000 science and clinical research facility. Value: $260 million, Dates: 9/08-9/12

University of Pittsburgh, Pittsburgh, PA Chevron Science Center – Sr. Mechanical Engineer for LEED commissioning of the 31,000 sf,

research/academic building. Value: $44 million, Dates: 3/09-11/12 Mid Campus Renovations – Sr. Mechanical Engineer for commissioning of 13 experimental physics labs

for the Mid Campus Complex. Value: $28 million, Dates: 1/11-7/13 Harrisburg University, Harrisburg, PA

Science and Technology Building – Sr. Mechanical Engineer for commissioning of the 371,000 sf research/academic facility. Building includes: 24 classrooms, teaching labs and a 125-seat auditorium. Value: $112 million, Dates: 3/08-1/10

WellSpan Health, York, PA Rehabilitation Center – Sr. Mechanical Engineer for the commissioning of the 95,000 sf, $71 million

rehabilitation hospital. Value: $72 million, Dates: 10/08-9/12 University of Delaware, Newark, DE

Interdisciplinary Science and Engineering Building – Sr. Mechanical Engineer for commissioning of the new 194,000 sf, $105 million academic/research facility. It includes: clean room, general classrooms, conference rooms, offices, teaching labs, student lounge and a student commons with a cafe. Value: $105 million, Dates: 11/09-Present

East Campus Central Utility Plant – Sr. Mechanical Engineer for commissioning of the new three-story 25,000 sf central utility plant. Value: $38 million, Dates: 11/09-4/13

Cornell University, Ithaca, NY Animal Health Diagnostic Center - Sr. Mechanical Engineer for commissioning of the 126,000 sf Biosafety

level-3 (BSL-3) research lab. Value: $55 million, Dates: 5/07-3/13 A.I. Dupont Hospital for Children, Wilmington, DE

Sr. Mechanical Engineer for commissioning of the 450,000 sf, $260 million hospital expansion project. Value: $42 million, Dates: 4/11-12/12

St. Johns Hospital, Santa Monica, CA Keck Diagnostic Treatment Center – Sr. Mechanical Engineer for Commissioning of the new 4-story 285,000

square feet, $400 million medical center. The 236 bed includes a new surgery center, oncology imaging department, cancer center and emergency department. Value: $400 million, Dates: 1/07-12/10

University of Georgia, Athens, GA Special Collections Library – Sr. Mechanical Engineer for commissioning of the 115,000 sf, $46 million

special collections/gallery library Value: $46 million, Dates: 7/09-1/12 Barnes Foundation, Philadelphia, PA

Art Education Center – Sr. Mechanical Engineer for commissioning of the 93,000 sf art gallery and teaching center. The facility provides spaces for education programs and includes classroom areas, a conservation research lab, special exhibits gallery, restaurant and gift shop. Value: $50 million, Dates: 6/09-5/12

FACILITY DYNAMICS ENGINEERING ELLIOTT MCDONALD SENIOR ENGINEER

3/02-6/09 BALLINGER ARCHITECTURE ENGINEERING Senior Designer, Controls Systems

Responsible for successful design and commissioning of Building Automation Systems for the Health Care, College Universities, Laboratory and Research facilities.

Development of specifications, sequence of operation and AutoCAD drawings. Review of submittal, shop drawings, request for information and change orders. Commissioning services cost estimating, project management and development of functional testing

protocols, field reports and final documentation. Projects include:

- Penn Veterinarian School of Medicine – University of Pennsylvania, Philadelphia, Pa - Office Retail- Comcast Center Philadelphia, Pa - Ambulatory Care and Trauma Center- Reading Hospital Reading, Pa

5/00-3/02 ADVANCED POWER CONTROLS Application Engineer

Responsible for successful field operations with respect to field surveying, installation, programming, commissioning, start-up and troubleshooting of Alerton Building Automation Systems.

Cost estimating, scheduling and supervision of sub-contractors, training end-user on hardware, software and graphical user interface

Projects include: - Data Center Building – NFL Films, Mount Laurel, NJ - Central Utility Plant – University of the Sciences, Philadelphia, Pa - Ambulatory Care and Trama Center- Virtua Hospital, Mount Holly, NJ

6/99-5/00 DELAWARE VALLEY AUTOMATION Application Engineer


Cost estimating, scheduling and supervision of sub-contractors, training end-user on hardware, software and graphical user interface.

Projects include: - Education – Montgomery County Vo-Tech, Bensalem, Pa - Data Center Building – QVC Studio Park, West Chester, Pa

3/96-6/99 SIEBE ENVIRONMENTAL CONTROLS Application Engineer


Cost estimating, scheduling and supervision of sub-contractors, training end-user on hardware, software and graphical user interface.

Projects include: - Office Retail – Environmental Protection Agency, Philadelphia, Pa - Education – Skippack Elementary, Skippack, Pa - Health Care – Veterans Administration Hospital, Philadelphia, Pa

5/88-6/96 KENDAL CORPORATION Operations Engineer

Performed preventative maintenance service and repair of water source heat pumps, split system air conditioning systems, heating hot water systems, chilled / condenser water systems.

Monitoring and operation of Central Heating and Chilled Water Plant.

EDUCATION Philadelphia Wireless Technical Institute – Philadelphia, Pa Delaware Community College/Drexel University- Media, Pa Engineering Dual Degree Program

FACILITY DYNAMICS ENGINEERING PHIL DOBINSON SENIOR ENGINEER

Phil is a Senior Engineer employed with over 19 years of experience in the building automation / controls industry and associated HVAC mechanical systems. He is a seasoned troubleshooter that exhibits strong relay logic and pneumatic skills that compliment his abilities when interpreting job plans and specifications. His years of DDC experience and extensive knowledge of HVAC equipment has been complimentary to his work as a senior engineer during the functional performance phase of the commission process. Phil holds type II and III certifications from the EPA and holds an electrical license in the state of Pennsylvania, issued by Upper Darby Township. Phil has been with FDE since April 2010: projects include:

COMMISSIONING AND RETRO-COMMISSIONING PROJECTS University of Pittsburgh, Pittsburgh, PA

Chevron Science Center – Sr. Engineer for LEED commissioning of the 31,000 sf, research/academic building. Value: $44 million, Dates: 3/09-11/12

Freshman Housing Project - Sr. Engineer for LEED commissioning of the 11-story, 212,000 sf dormitory Value: $59 million, Dates: 6/11-Present

Mid Campus Renovations - Sr. Engineer for commissioning of 13 physics labs for various departments for the Mid Campus Complex Value: $28 million, Dates: 1/11-7/13

Parran Hall - Sr. Engineer for LEED Commissioning of the 57,000 sf research tower project. Value: $55 million, Dates: 8/10-Present

University of Pennsylvania Health System, Philadelphia, PA Translational Research Center - Sr. Engineer for commissioning of the 517,000 sf, $220 million

hospital/research facility. It includes clinical and patient care areas, imaging, lab research areas, offices and admin space and several floors of biomedical labs. Value: $270 million, Dates: 3/08-2/13

Children’s Hospital of Philadelphia, Philadelphia, PA South Campus Research Facility – Sr. Engineer for LEED commissioning of the 1,000,000 sf science and

clinical research facility. Also proving commissioning services on the new Ambulatory Care Center. Value: $260 million, Dates: 9/08-9/12

Barnes Foundation, Philadelphia, PA Art Education Center – Sr. Engineer for commissioning of the 93,000 sf art gallery. Value: $50 million,

Dates: 6/09-5/12 WellSpan Health, York, PA

Rehabilitation Center – Sr. Engineer for the commissioning of the 95,000 sf, $71 million rehab hospital. Value: $72 million, Dates: 10/08-9/12

Cornell University, Ithaca, NY Animal Health Diagnostic Center – Sr. Engineer for commissioning of the 126,000 sf Biosafety level-3

(BSL-3) research lab. Value: $55 million, Dates: 5/07-3/13 Physical Sciences Building - Sr. Engineer for commissioning of the 139,000 sf research facility

Corning, Inc, Corning, NY Sullivan Park DX Building – Sr. Engineer for commissioning of the new 130,000 sf research facility at the

Corning, Inc. New York campus. Value: N/A, Dates: 12/07-Present Sullivan Park DV Building – Sr. Engineer for commissioning of the existing 250,000 sf research facility at

the Corning, Inc. New York campus. Value: N/A, Dates: 12/07-Present 7/07-3/10 RADIUS SYSTEM, LLC - Senior Control Technician/District Operations Center Manager

Coordinated with the projects mechanical and electrical contractors and the direct supervision of any sub-contractor project managers.

Field engineer drawings mark up as-builds, programming, and attended job meetings as needed Installed turnkey systems and panel pre-fabrication as needed. Commission point to point, confirm logic per sequence and scope. Projects included but not limited to the following:

West Chest University of Pennsylvania Building Modernization Project – Senior Control Technician for the 60 building 402 acre campus HVAC

equipment / DDC Control System ESCO project. Phase 1 of this project was a design build with no submitted control drawings. The customer’s facility department had little to no as-built documentation of the original building control / mechanical system.

FACILITY DYNAMICS ENGINEERING PHIL DOBINSON SENIOR ENGINEER

Philadelphia Navy Yard Building 4 – Senior Control Technician for DDC control all penthouse mechanic room system from

pneumatic to DDC. This upgrade took place while the building remained fully occupied; this was another design build project.

1/00-7/07 ADVANCED POWER CONTROLS INC. - Control Technician Field engineer drawings mark up as-builds, programming, and attended job meetings as needed. Commission point to point, confirm DDC per sequence and scope. Projects included but not limited to the following:

SAP Americas Headquarters

Control Technician of this new construction three-story 450,000 square-foot building which includes a data center. This building was unique as it was one of Alerton’s first high profile Bactalk jobs.

The Plaza at King of Prussia Mall

Control Technician for the mechanical system upgrade at this retail facility. This upgrade took place in phases during normal retail hours and included the complete change out of 14 rooftop air handler units and a central chilled water plant.

Vanguard Malvern - Majestic Bldg 700

Control Technician for this new construction training facility. This facility is includes; - Roof top air handlers with VAV re-heat - Chilled Water Plant - Hot Water Boilers

National Institute of Standards and Technology (NIST) Gaithersburg Campus

Control Technician for the retro-commissioning of an existing Alerton Bactalk control system put in by another vendor.

Intelsat Corporation [Satellite and Telecommunication Services]

Mechanical System Upgrade –Senior Control Technician during the close out / commissioning phase of the DDC; mechanical system plant integration upgrades. This facility included: - Two Chilled Water Plants - Ice Making during off Peak hours - Chilled Water storage / Emergency Condenser Water - Dual Chilled Water Plant cross over capabilities

98-00 JOHNSON CONTROLS - HVAC Technician Repaired and maintained HVAC-R equipment Troubleshoot, monitor and adjust the BAS system Performed preventative maintenance as scheduled

95-98 MEENAN, INC - HVAC Technician

Serviced and repaired HVAC equipment, residential to light commercial. Installed boilers, heat pumps, split systems and warm air furnaces.

EDUCATION 1994-1995 Philadelphia Wireless Tech. Inst. - Philadelphia, PA Heating, Ventilation, Air Conditioning and Refrigeration

1988-1991 Drexel University – Philadelphia, PA Non-Matriculated – Business Administration

FACILITY DYNAMICS ENGINEERING DAVID STABLER, P.E. SENIOR ELECTRICAL ENGINEER

David Stabler is a Senior Electrical Engineer with 36 years of experience. David’s commissioning responsibilities include preparation of specifications, coordinating and participating in site testing, reviewing completed test forms and results, and verification of systems operation. Dave has performed electrical commissioning services for a variety of facilities including: data centers, research labs, (ABSL, BSL 2/3 and 4) office buildings, university/college campuses, assisted living and hospitals. David has been with FDE since 2006; projects include:

COMMISSIONING AND RETRO-COMMISSIONING PROJECTS Alexandria City Public Schools, Alexandria, VA

T.C. Williams High School – Sr. Electrical Engineer assisted in LEED commissioning of the new 461,000 sf high school project. Value: $86 million, Dates: 6/03-11/08

Penn State University, University Park, PA Harrisburg Student Housing Complex – Sr. Electrical Engineer for LEED commissioning of the new 4-

story, 100 bed dormitory. Value: $27 million, Dates: 6/09-7/11 Millennium Science Complex – Sr. Electrical Engineer for LEED commissioning of the 275,000 sf, science

research complex. Facility includes: classrooms, lecture halls, lab space, office and administrative areas. Value: $225 million, Dates: 1/09-2/13

University of Pennsylvania Health System, Philadelphia, PA Translational Research Center - Sr. Electrical Engineer for commissioning of the new 12-story, 517,000 sf

hospital/research facility. It houses clinical and patient research areas, offices and biomedical laboratories. Value: $270 million, Dates: 3/08 – 2/13

Milton S. Hershey Medical Center – Cancer Institute, Hershey, PA Sr. Electrical Engineer for LEED commissioning of the 180,000 sf medical center. Facility includes:

outpatient rooms, exam rooms, infusion stations, radiation oncology suites, labs and office areas. Value: $115 million, Dates: 10/05-9/09

Children’s Hospital of Philadelphia, Philadelphia, PA South Campus Research Facility - Sr. Electrical Engineer for LEED commissioning of the 1,000,000 science and clinical research facility. Value: $260 million, Dates: 9/08-9/12

University of Pittsburgh, Pittsburgh, PA New Freshman Housing – Sr. Electrical Engineer for LEED Commissioning of the new 11-story, 212,000

sf student dormitory. Value: $59 million, Dates: 6/11-Present Chevron Hall - Sr. Electrical Engineer for LEED commissioning of the 31,000 sf science building.

Value: $44 million, Dates: 3/09-11/12 Cornell University, Ithaca, NY (multiple projects)

Physical Sciences Building - Sr. Electrical Engineer for commissioning of the 139,000 sf research facility. Value: $141 million, Dates: 3/06-9/12

East Campus Research Facility – Sr. Electrical Engineer for commissioning of the 79,000 sf (ABSL) research facility. Value: $55 million, Dates: 4/04 – 2/09

Rush University Medical Center, Chicago, IL East Tower Hospital – Sr. Electrical Engineer for the LEED commissioning of a 900,000 sf, $617 million,

360-bed patient care and surgical tower. Value: $617 million, Dates: 7/06 – 12/11 University of North Carolina – Chapel Hill, Chapel Hill, NC

Genetic Medicine Building - Sr. Electrical Engineer for commissioning of the 331,000 sf, $122 million research (BSL) facility. Value: $122 million, Dates: 3/06-2/11

National Bio-Defense Analysis & Countermeasures Center (NBACC), Ft Detrick, MD Sr. Electrical Engineer for commissioning of the new 160,000 sf, $128 million bio-defense (BSL3&4)

research laboratory. Value: $128 million, Dates: 2/06-4/11 Integrated Research Facility (IRF) Ft. Detrick, MD

Sr. Electrical Engineer for commissioning of the new 100,000 sf, $105 million bio-safety labs 3&4 (BSL3&4) research facility. Value: $105 million, Dates: 7/04-10/12

Constitution Center Government Office Complex, Washington, DC Sr. Electrical Engineer for commissioning of the new 1.4 million sf business office complex. The ten-story

building includes office space, conference rooms, a café and a three-story parking garage. Value: $220 million, Dates: 10/06-1/11

FACILITY DYNAMICS ENGINEERING DAVID STABLER, P.E. SENIOR ELECTRICAL ENGINEER

General Motors, Detroit, MI GMIT Corporate Data Center – Sr. Electrical Engineer for commissioning of the new 114,000 sf data

center facility. Value: $N/A million, Dates: 7/11-Present Montgomery County Government, Rockville, MD

Judicial Center Annex - Sr. Electrical Engineer for LEED commissioning of the 191,000 sf annex addition and 327,000 sf renovation project. Value: $140 million, Dates: 8/09-Present

DC Government, Washington DC Unified Communications Center – Sr. Electrical Engineer for commissioning of the new 140,000 sf,

emergency operations center. Value: $116 million, Dates: 3/05-2/08 Additional Cx Clients include:

West Virginia University – White Hall and Advanced Engineering Research Building, Johns Hopkins University – Data Center, Central Plants, University of Virginia – ITC Data Center, State of Delaware – Stockley Medical Center, Rockingham Memorial Hospital, M.D. Anderson Cancer Center, Dartmouth College – Etna Road Data Center and multiple projects for the National Institute of Health.

5/03-5/06 JDB ENGINEERING Electrical Engineer

Performed total project electrical design for construction projects such as schools, commercial buildings, labs, data centers, clean rooms, etc. Provided project management on selected projects with oversight of entire project architectural and MEP design team.

Developed standard design specifications for telecommunications and CATV systems for the firm.

8/98-5/03 BARTON ASSOCIATES, INC. Senior Electrical Engineer

Performed total project electrical design and project management for construction projects such as schools, commercial buildings, etc. Project types included primarily school facilities at all levels.

Developed standard design specifications for telecommunications and CATV systems for the firm.

8/88-7/98 S3E, INC. Principal and Lead Electrical Engineer

Managed electrical department, both personnel and design, for a 20-30 person engineering consulting firm in the building design field. Participated in the company management as one of three principals.

Project types included schools, hospitals, assisted-living facilities, libraries, commercial office buildings, various government facilities such as penal facilities, federal and state government buildings.

9/87-7/88 MAGUIRE GROUP Electrical Department Head

Managed electrical department for a 30 person branch office architectural-engineering design firm. Project types included schools, hospitals, prison facilities, federal and state government buildings.

8/86-8/87 GIRARD ENGINEERING, INC. Senior Electrical Engineer

Performed total electrical design for primarily commercial office renovation projects as well as the broadcast center for PBS in Alexandria, VA.

6/78-7/86 BARTON ASSOCIATES, INC Electrical Engineer

Performed electrical design and project management for a variety of building projects including schools, hospitals, prisons, industrial facilities, etc. Responsible for coordination of design teams with other building team members, including architects and owners.

EDUCATION Penn State University - Associate Degree in Information Systems and Technology Penn State University - Bachelor of Architectural Engineering

REGISTRATION Professional Electrical Engineer – Delaware - 13874 and Pennsylvania – 032889E

FACILITY DYNAMICS ENGINEERING STAN STOUGH SENIOR ELECTRICAL ENGINEER

Stan Stough is a Senior Electrical Engineer and has over 40+ years of experience. Stan’s background includes 20+ years with a consulting engineering firm which provided design and engineering services to commercial, industrial and institutional facilities. Stan provides project management, design and field services for various projects within the company His commissioning responsibilities include preparation of specifications, coordinating and participating in site testing, reviewing completed test forms and results and verification of systems operation. Stan has been with FDE since 1991; projects include:

COMMISSIONING AND RETRO-COMMISSIONING PROJECTS Alexandria City Public Schools, Alexandria, VA

T.C. Williams High School – Sr. Electrical Engineer assisted in LEED commissioning of the new 461,000 sf high school project. Value: $86 million, Dates: 6/03-11/08

Penn State University, University Park, PA Eastview Terrace Housing Complex – Sr. Electrical Engineer for the multiple housing facility project.

Value: $43 million, Dates: 3/03-7/07 Dickenson School of Law - Sr. Electrical Engineer for LEED commissioning of the 120,000 sf facility. It

includes a library, student lounge, classrooms and mock courtrooms. Value: $52 million, Dates: 11/06-6/11 Children’s Hospital of Philadelphia, Philadelphia, PA

South Campus Research Facility – Sr. Electrical Engineer for LEED commissioning of the 1,000,000 science and clinical research facility. Value: $260 million, Dates: 9/08-9/12

Harrisburg University, Harrisburg, PA Science and Technology Building – Sr. Electrical Engineer for commissioning of the 371,000 sf

research/academic facility. Building includes: 24 classrooms, teaching labs and a 125-seat auditorium. Value: $112 million, Dates: 3/08-1/10

University of Pennsylvania Health System, Philadelphia, PA Translational Research Center – Sr. Electrical Engineer for commissioning of the 517,000 sf

hospital/research facility. Value: $270 million, Dates: 3/08-2/13 Hershey Medical Center, Hershey, PA

Cancer Institute - Sr. Electrical Engineer for LEED commissioning of the 180,000 sf medical center. Facility includes: outpatient rooms, exam rooms, infusion stations, oncology suites, labs and office areas. Value: $115 million, Dates: 10/05-9/09

Rockingham Memorial Hospital, Harrisonburg, VA Sr. Electrical Engineer for LEED commissioning of the 600,000 sf new hospital. Value: $280 million,

Dates: 5/07-3/11 Cornell University, Ithaca, NY (Multiple Projects)

Life Science Technology Building – Sr. Electrical Engineer for LEED commissioning of the new 260,000 sf science research/academic facility. Value: $140 million, Dates: 4/04 – 3/10

Physical Sciences Building - Sr. Electrical Engineer for commissioning of the 139,000 sf research facility. Value: $141 million, Dates: 3/06-9/12

Johns Hopkins University, Baltimore, MD Cancer Research Building – Sr. Electrical Engineer for the new 272,000 sf (BSL3) lab facility.

Value: $80 million, Dates: 2/04-6/07 Broadway Research Building -. Sr. Electrical Engineer for commissioning of the new 250,000 sf, $90

million (BSL3) facility. Value: $90 million, Dates: 8/03-4/06 East Carolina University, Greenville, NC

Family Medicine Center – Sr. Electrical Engineer for commissioning of the new state-of-the-art medical/teaching center. Facility features over 60 exam rooms, labs, teaching areas and a geriatric center. Value: $115 million, Dates: 12/08-2/12

Cotanche Data Center – Sr. Electrical Engineer for commissioning of the 30,000 sf data center facility. Value: $28 million, Dates: 12/07-3/09

University of Virginia, Charlottesville, VA (Multiple Projects) Alderman Road Residence Halls – Sr. Electrical Engineer for LEED commissioning for the four-phase

multiple residence hall campus projects. Value: $178 million, Dates: 11/08-Present Carter-Harrison Medical Research Building – Sr. Electrical Engineer for commissioning of the 189,000 sf

(BSL-2/3) research lab facility. Value: $71 million, Dates: 2/05-5/11

FACILITY DYNAMICS ENGINEERING STAN STOUGH SENIOR ELECTRICAL ENGINEER

Georgetown University, Washington, DC New Science Center -Sr. Electrical Engineer for LEED commissioning of the 155,000 sf, $100 million

research and teaching facility. Value: $100 million, Dates: 8/07-Present University of Maryland, Baltimore, MD

New Dental School - Sr. Electrical Engineer for the commissioning of the 360,000 sf teaching and research facility. Project includes: offices, classrooms, labs, and a vivarium. Value: $124 million, Dates: 1/04-10/06

Corning Inc., Corning, NY Sullivan Park DV and DX Buildings – Sr. Electrical Engineer for retro-commissioning and commissioning

for over 380,000 sf of research space for multiple facilities. Value: N/A, Dates: 12/07-Present National Bio-Defense Analysis & Countermeasures Center (NBACC), Ft Detrick, MD

Sr. Electrical Engineer for commissioning of the new 160,000 sf, $128 million bio-defense (BSL3&4) research laboratory. Value: $128 million, Dates: 2/06-4/11

Integrated Research Facility (IRF) Ft Detrick, MD Sr. Electrical Engineer for commissioning of the new 100,000 sf, $105 million bio-safety labs 3&4

(BSL3&4) research facility. Value: $105 million, Dates: 7/04-10/12 Federal Bureau of Prisons, Berlin, NH

Berlin Federal Corrections Institute – Sr. Electrical Engineer for commissioning of the 580,000 sf prison. Value: $276 million, Dates: 1/07-8/10

DC Government, Washington DC Unified Communications Center – Sr. Electrical Engineer for commissioning of the new 140,000 sf,

emergency operations center. The facility houses the Emergency Operations Center, Regional Incident Command and Control Center and the Mayor’s Command Center. Value: $116 million, Dates: 3/05-2/08

Constitution Center Government Office Complex, Washington, DC Sr. Electrical Engineer for commissioning of the new 1.4 million sf business office complex. The ten-story

building includes offices, conference rooms and parking garage. Value: $220 million, Dates: 10/06-1/11 Additional Cx Clients include:

University of Maryland Medical Systems – Trauma Expansion, National Institute of Health - Building 50 and Building 33 - Biomedical Research Facility, JHU Applied Physics Lab – Building 24 Data Center, George Mason University – Biomedical Research Lab, Environmental Protection Agency, M.D. Anderson Cancer Center, Strand Performing Arts Center, Howard Hughes Medical Institute – Janelia Farms Research Campus, WellSpan Health and the University of North Carolina- Chapel Hill – Genome Science Building

10/71-6/91 BARTON ASSOCIATES, INC. Control Systems Department Head/Electrical Engineer/Project Manager

Responsible for total quality management and design within Control Department for projects that involved direct digital, pneumatic and electric (programmable control and relay) control system.

Provided electrical design for lighting, emergency power, fire protection and power generation systems. Commercial projects included 4.5 MW standby generator facility for a computer/office building, banking

facilities, office buildings and various renovations/additions to other buildings. Institutional projects include renovations/additions to hospitals, health care facilities and nursing homes. Government projects included renovations, additions and energy audits at various military facilities.

7/69-10/71 FABRICATING ENGINEERING CORPORATION Designed, built and assisted in field installation of control systems for manufactured equipment

(combustors, hot blast heaters and heat exchangers)

7/67-7/69 BUCHART/HORN (CIVIL STRUCTURAL ENGINEERS) Right-of-way designer in civil engineering department.

7/64-7/67 U.S. NAVY Built, maintained and instructed on anti-submarine warfare equipment, flight trainers, submarine simulators

and various other electrical/electronic equipment.

EDUCATION U.S. Navy Electronics Fundamentals School Advance Schools, Inc. – Certificate of completion for Electrical Theory and Application


Building Commissioning Experience

FDE has commissioned more than 2,000 projects over the past 25 years. Approximately 95% of our work is devoted to commissioning and we currently average over 250 commissioning projects per year. We garner new clients almost exclusively by word-of-mouth from existing clients and from our training activities, and many of our clients continue to return on a repeated basis. Facility Dynamics Engineering has over 75 employees and 65 of those employees are practicing commissioning engineers. Many of our engineers are senior engineers who serve as project managers and commissioning specialists. The two principals of the company also actively participate in commissioning projects. FDE was incorporated in the State of Maryland on March 20, 1989.

FDE has commissioned a wide variety of facilities from campus housing, to mission-critical data centers, to some of the largest laboratory and medical facilities in the United States. Our staff has unequaled expertise in the special requirements necessary for commissioning medical and laboratory facilities, many of which have critical control requirements. The following are types of facilities FDE has commissioned:

Laboratories (ABSL, BSL-2, 3, and 4) Hotels and Resorts

Hospitals and Medical Campuses Federal Courthouses

Offices and Administrative Facilities Museums

Industrial/Assembly Plants Prisons

Pharmaceutical Manufacturing Libraries/Archive Facilities

University Campus Facilities LEED-Certified Facilities

Residence Halls/Dormitories High Security/High Reliability

School Districts Data Centers/Mission Critical Facilities

Large Central Plants Business Office Complexes

K-12 School Clients:

Montgomery County MD Schools (35 Projects) Howard County MD Schools (10 Projects)

Carroll County Public Schools – Mt Airy MS Cecil County Public Schools – Perryville ES

Frederick County Public Schools ( 4 projects) St. Johns School – Archdiocese of Baltimore

Baltimore County Schools – Mays Chapel ES Loudoun County VA Public Schools (4 Projects)

Beckley High – West Virginia Alexandria City Schools – T.C. Williams HS

Peabody School – Charlottesville, VA Fairfax County Public Schools (3 Projects)

Chicago Public Schools (12 Projects) Clark County NV Public Schools (4 Projects)

Henrico County VA Public Schools (8 Projects) Fauquier County VA Public Schools (2 Projects)

St Cloud MN Public Schools – St Joseph Eastern York PA High School

Wake County NC Schools – Holly Springs HS Champaign IL School District – (3 Projects)

Arlington County Public Schools (5 projects) Albemarle County VA Public Schools


Medical Centers, Laboratory and University Commissioning Clients

A partial list of our Medical Center, Laboratory, and University commissioning clients is provided below.

National Institutes of Health (MD) MD Anderson Cancer Center (TX)

University of Maryland Medical Children’s Hospital of Philadelphia

Cedars-Sinai Medical Center (CA) St John’s Hospital (CA)

Johns Hopkins Medical Institute Howard Hughes Medical Institute (VA)

Johns Hopkins University Milton S. Hershey Medical Center (PA)

Johns Hopkins – Applied Physics Lab University of Pennsylvania Health System

Rush University Medical Center (IL) Rockingham Memorial Hospital (VA)

A.I. Dupont Hospital for Children Washington University Medical Center

Chambersburg Hospital (PA) Virginia Department of Behavioral Health

North Carolina Health and Human Services University of Iowa Hospitals & Clinics

University of New York - Buffalo University of Texas – SW Medical Center

Virginia Commonwealth University University of Wisconsin

University of Delaware University of Pittsburgh

George Washington University Virginia Tech

Georgetown University UNC - Chapel Hill

East Carolina University Wake Forest University

University of Virginia University of Maryland

Cornell University Harvard University

West Virginia University University of California – Multiple Campuses

Penn State University Virginia Military Institute

Additional Commissioning Clients

In addition to the above, we have performed commissioning work for a number of Commercial Industrial and Government Agencies, including:

National Security Agency (NSA) Exxon Mobil

General Services Administration (GSA) District of Columbia Government

Federal Aviation Administration (FAA) Marriott Corporation

Environmental Protection Agency (EPA) Bank of America

Department of the Army – Ft Bragg State of Delaware

U.S. Army Corps of Engineers Lockheed Martin

Department of Defense General Motors

Marine Corps Base Hawaii LA Live Entertainment Complex

Virginia Department of Mental Health NC Dept. of Health Services


LEED Project Experience

LEED Staff and Project Examples

FDE has been involved in LEED commissioning for over 12 years and has conducted over 290 projects where LEED certification was part of the commissioning objective. We have multiple LEED AP engineers on staff and many other engineers have attended LEED Training.

We recently completed the new Rush University Medical Center Modernization Project in Chicago IL. This 1,000,000+ sf project includes a 14-story East Tower, Kellogg Pavilion, Central Energy Plant and the Orthopedic Ambulatory Building. The project received a LEED Gold certification by the USGBC and will be the largest teaching hospital in the country to receive this rating. Additionally, it will be only one of four LEED Gold hospitals in the country.

FDE is also providing LEED commissioning services to the new 191,000 sf annex addition and renovation of the existing 327,000 sf Judicial Center for Montgomery County Government in Rockville, Maryland. The $140 million expansion will include ten new courtrooms and administrative spaces, and it will house the juvenile and family divisions as well as have room for further expansion space. The building includes a green roof with plants and trees to absorb rainfall, solar panels, a storm water management system and energy efficient mechanical systems. The project is expected to achieve a Gold certification.

Current or Recent FDE LEED Clients

The following clients are working toward or applied for LEED certification.

Howard County MD Public Schools Carroll County MD Public Schools

Anne Arundel County MD Public Schools Baltimore County MD Public Schools

Henrico County VA Public Schools City of Alexandria VA Public Schools

U.S. Naval Academy District of Columbia Government

National Institute of Health General Services Administration

University of Pittsburgh Hershey Medical Center (PA)

State of Delaware Children’s Hospital of Philadelphia

U.S. Army Corps of Engineers Georgetown University

Montgomery County (MD) Government Howard County (MD) Government

Cornell University University of California – Campus Districts

Harvard University Penn State University

St Mary’s College of Maryland Johns Hopkins University

University of Virginia Rockingham Memorial Hospital

University of Wisconsin University of Georgia

Rush University Medical Center (IL) Virginia Commonwealth University

University of Hawaii University of Texas – SW Medical Center

West Virginia University University of Iowa


Relevant Team Experience

Similar Projects – FDE has commissioned over 2,000 projects over the past 25 years. Approximately 95% of our work is devoted to commissioning and we currently average over 250 commissioning jobs per year. Similar clients and projects include: Penn State University – Over 12 projects, Eastern York School District, University of Delaware – Interdisciplinary Science and Engineering Building, Cornell University – Over 50 projects including Life Sciences Technology Building and East Campus Research Building and University of Pittsburgh – Chevron Science Center and Mid Campus Renovations.

All personnel assigned to this project have commissioned numerous projects while at FDE.

Traditional Test and Balance – We have an extensive array of diagnostic equipment which is typically only found with TAB firms. We possess over $200,000 worth of instrumentation that we use in commissioning and our remedial/forensic work. We are all senior field savvy engineers and extensively trained at using that equipment and the TAB process for all types of systems. We will not rely on TAB firms to take key readings for our diagnostics as the TAB firms rarely are qualified to understand the intricacies the engineering side of the systems. Our experience surpasses that of a typical certified TAB technician.

All personnel assigned to this project have experience with testing and balancing.

Building Operating and Maintenance Experience – Back in ’89, we founded this firm to fill the ever widening gap between the O&M staff and the design/construct team. Our staff includes former facilities directors. We have conducted over 100 training programs dealing with operations and maintenance particularly in the controls arena. Conducting training programs is a significant segment of our business. As a standard part of Cx, we present Systems Overview training which includes the primary principles in O&M for the systems involved. We have authored procurement documents for O&M services and consult on maintenance contract management for complex facilities for NIH, DC Government, GSA and EPA.

All personnel assigned to this project have O&M experience.

Energy Efficient Equipment Design and Control Strategy Optimization - Facility Dynamics Engineering has always been involved in the energy efficiency field. Our projects have included identification, analysis, recommendation, design and commissioning of energy use and cost saving projects. Our perspective on energy retrofits stems from our experience as, and working with performance contractors where we shared in the risk of the investment. This experience has given us an acute awareness of what is important in achieving and maintaining projected savings. A theoretically or technically valid project is not always a good project. It must be designed, installed, and commissioned correctly. It must include the input and support of facility managers and operators. It must be easily operated and maintained. Operators must be thoroughly trained in its operation and maintenance. The best projects are those that solve other problems and make the operator's life a little easier. Another key to successful projects is accurate projections of costs and savings. As we have served the role of reviewing other engineers savings projections for hundreds of projects, we can say that the importance of establishing and verifying how the existing systems operate, and considering cascading or interactive effects of various systems on energy use is usually overlooked. You can't save much money eliminating reheat when the reheat system hasn't run in ten years, or by reducing the energy use of a fan that runs solely to distribute electrically heated air. The actual operation of existing systems is absolutely fundamental to achieving accurate savings projections and a memo documenting how someone told you it operates is not good enough. It must be verified by observation and analysis of historical documentation. If it cannot be verified, a sensitivity analysis must be performed to quantify this risk. FDE has extensive experience with almost all kinds of Energy Technologies including:


- HVAC control systems including pneumatic, electric, electronic, and DDC - High efficiency cooling and heating equipment - Lighting system retrofits and controls - Electrical load curtailment installations and demand side management

- HVAC distribution system improvements such as variable speed drive installations, balancing, insulation, steam trap repair, etc.

- Ice storage systems - Central vacuum system improvements - Heat recovery systems - Alternative fuel or fuel conversions

While technologies such as those listed above get due consideration, we first focus on optimizing existing systems and their operation before we recommend the significant capital expenditure required by these technologies. Usually the most economically attractive efforts will include minor control improvements, fan speed adjustments, control setting adjustments, operational strategy changes, and training of operators. We have all the expertise necessary to assess these opportunities and to train your operators.

Facility Dynamics has been retained by utilities, owners, other consultants and performance contractors to ensure the success of their energy retrofits. All of them can attest to the quality of our approach.

Controls system optimization is a standard service we have provided to many clients. Our full range of DDC related services was described in the earlier section on Operations/Troubleshooting of HVAC/DDC Systems. Specifically, we have done numerous recommissioning projects where re-engineering or optimizing existing sequences were part of the project. In many cases, we have then done a follow on project where standard control sequences are written and adopted by an agency or institution to be proactive in getting the level of control sequence optimization they desire. Facility Dynamics Engineering has done recommissioning projects for General Motors, BASF Corporation, Abbott Labs, National Security Agency, Cornell University and GSA among others. All personnel assigned to this project have experience with Energy efficient equipment design and control strategy optimization.

Building Energy Modeling/Performance Simulation – FDE’s engineering staff has provided a vast array of energy consulting services to clients since our inception in 1989. In addition to standard analysis of utility costs and applicability of potential energy conservation measures, FDE’s controls expertise allows us to look deeper into measures such as controls setup and reprogramming which are some of the most effective and relatively low-cost opportunities available. In addition to energy savings consulting, FDE engineers and our colleagues are fluent with a variety of third-party energy analysis and engineering software for building energy modeling, chilled water and hydronic distribution flow analysis, computational fluid dynamics (CFD) modeling, and of course – our own PACRAT automated diagnostic analysis tool. Life Cycle Costing - FDE has engineers who have used life-cycle costing analyses to compare the net present value of the energy system alternatives being considered. While some clients or A/Es prefer the use of the NIST’s BLCC life cycle cost analyses software, others may prefer a simpler or more customized modeling approach. Our staff is capable of evaluating any approach that is used to evaluate the energy system alternatives under consideration. All personnel have experience with life cycle costing.


Experience in Environmental Sustainable Design and LEED Projects – As mentioned above, FDE has been involved in LEED commissioning for over 12 years and has conducted over 290 projects where LEED certification was part of the commissioning objective. We have multiple LEED AP engineers on staff and many other engineers have attended LEED Training. All personnel assigned to this project have experience with environmental sustainable design and LEED projects. Building Envelope Design, Construction and Forensics – FDE has been involved in over 30 projects where Building Envelope Commissioning (BECx) has been included. Due to the specialty nature of building envelope commissioning, FDE subcontracts to BECx firms that mirror our ‘hands-on’ and field testing based approach to commissioning.

For this project, FDE will use Architectural Testing, Inc. as a subcontractor to perform all building envelope commissioning services. We have worked with Architectural Testing on several projects including the Fulton Bank Expansion project and projects at Princeton University.

All personnel assigned to this project have experience with Building Envelope and have worked with ATI on several projects. Indoor Air Quality (IAQ Testing) – FDE has conducted numerous studies in support of IAQ complaints and possess instrumentation to measure ventilation rates and other IAQ related thermodynamic properties. We’ve conducted numerous studies in support of IAQ complaints. All personnel assigned to this project have experience with environmental sustainable design and LEED projects.


Project Approach

FDE’s General Project Philosophy Facility Dynamics Engineering has a successful history spanning over 25 years of ‘thinking differently’ within our field. FDE was founded as an Owner & Operations-dedicated firm with a focus on building controls since the early days of automation, while most other engineering firms were providing design work to architects. With over 2,000 completed commissioning projects and hundreds underway, FDE has maintained a unique corporate culture and consistent internal philosophy founded upon the following attributes:

1. Differentiating from the emerging “Checklist-Only” approach to a more ‘Hands-On’ approach using experienced, field-based personnel

2. Collaborative Web-based management of commissioning using cloud-enabled & database-driven technologies to provide efficiency and transparency

3. Solving Problems – A team-oriented, and Owner-focused approach 4. Our staff – experienced, dedicated & technically proficient

What Differentiates FDE in Today’s ‘Commoditized’ Cx Marketplace?

Commissioning Plan Development and Design Reviews To develop the initial commissioning plan, we utilize experienced staff with hands on knowledge of the design, installation, and operation of the systems they are commissioning. We do this both up front, during the design phase where this experience benefits the design team at small cost and during the construction phase by putting the senior staff on the project site.

Another benefit of our involvement is to educate the project team in the commissioning process. We define project specific requirements by preparing a draft commissioning plan early in the design phase to describe the process to the Design team. We then prepare specifications and update the commissioning plan during the construction documents phase. Our commissioning plan and specifications are proven documents that have been used on hundreds of projects. We also conduct a Construction Phase Commissioning Coordination meeting early in the construction to familiarize the contractor staff assigned to the project with the commissioning requirements and to incorporate commissioning tasks into the project schedule.

Design reviews are conducted by our highly qualified senior staff members at each major design submission. Our approach is to review the bid documents in a professional and non-adversarial manner, with the Owners interests in the areas of constructability, operation, maintenance and budget in mind. Our comments are intended to contribute to the final design goal of ensuring that the systems are installed and perform interactively according to the design intent; the systems are efficient and cost effective and meet the owner’s operational needs. From a commissioning perspective, we have to understand the design intent and how the systems will work during the design phase in order to specify the requirements for commissioning them. We will have to learn to operate them along with the subcontractors in order to adequately test them, ensure that they conform to the design and owner’s requirements, and make certain that the Owner’s staff receives appropriate training.

FDE’s Rich Commissioning History – But What is the Future? FDE has been providing Cx services directly to Owners since before the term ‘commissioning’ was in common use and long before most of today’s current Cx providers were active. With the abundance of work available in the current marketplace, many design engineering-based firms have sought commissioning work as an addition to their design practice. Recent attempts at standardizing and regulating Cx practices have resulted in a prescriptive approach that is largely based on managing checklists and witnessing contractor QA/QC activities. While both of these are useful tools when used appropriately, FDE maintains that the most thorough approach and ultimately the most cost-effective for the Owner, is achieved using a field-based ‘Hands-On’ functional testing process carried out by an experienced team that is comfortable in the field and has a comprehensive building controls background.


Experienced, Field-Based Personnel No amount of paper-based ‘checklist-only’ approaches can substitute for or replace the value of highly-experienced and competent field engineers and technicians fully investigating a system’s functionality. Our Cx teams provide an optimal blend of engineering/technician/contracting experience for testing, troubleshooting and mechanical/electrical problem solving. These individuals not only have experience in managing the process, but more importantly, they are experienced at being active participants in developing functional facilities. We do not focus on merely identifying problems and finger-pointing; we are focused on helping the team first and foremost avoid problems from arising, and then solving the problems that do arise in the most expedient and cost-effective way possible. FDE prides itself on being the member of the team that is consulted by the Owner, the Engineer, and the Contractor to diagnose and resolve complex issues.

FDE’s Approach to Testing & Correcting Problems By employing staff who are familiar with controls, troubleshooting, and facility operation, FDE prefers to approach the process of commissioning by first allowing the contractor to ensure the system is properly started and ready for functional testing. The contractor is responsible for documenting the start-up procedure, after which FDE engineers and technicians take the lead and perform the functional tests themselves and document the results. When problems are identified, we contact the corresponding contractor and together devise a means for correcting the problem as rapidly and cost-effectively as possible. We will frequently develop a relationship with the construction team and Owner that allows FDE to perform common corrective measures in a ‘real time’ fashion. (Major items are of course turned back to the contractor for remediation). Field corrections that are routinely performed by FDE in coordination with the contractors include:

Sensor calibrations

Minor BAS programming changes

BAS control loop tuning and stabilization

Minor mechanical corrections (damper linkages and positive positioners)

FDE’s Approach to Minimize Time Delays We work with designers, contractors and owners to weave in our Cx process and not upset the typical normal process of construction. We work hard to identify items early in construction to minimize those kinds of issues that are discovered when it’s too late to solve them without impacting the overall schedule. We also are able to “flex up” with staff if necessary to accommodate a compressed commissioning schedule toward the end of a project.

Benefits to ‘Hands-On’ Testing Approach (Option) Having worked under the ‘witness-only’ (hands-off) approach, FDE – and most of our clients - feels our ‘hands-on’ approach significantly streamlines commissioning and makes the process more thorough by reducing the overall cost and time required for commissioning. The impact on the schedule is a key benefit since our approach allows the contractors to focus on completing downstream jobs they are working on in the rush towards project completion without having to continually run back to address small punchlist items that can be corrected by FDE. Yet another benefit is that as FDE engineers perform hands-on testing (as opposed to following a strict script that is enforced by the contractor), we are able to execute the test in a more detailed and unencumbered manner. This allows us to respond to other related issues that arise without a contractor complained about a ‘deviation” from the specific wording of the testing script at hand. Lastly, FDE strongly encourages this approach be used to bring the building operators into the project in a more meaningful way - allowing them to actually operate the building systems themselves during commissioning instead of reading completed checklists.


FDE’s Collaborative Management of Commissioning - Using Web-Enabled and Database-Driven Technologies The following section describes FDE’s Project Cx Portal which is used on all projects to interface with all team members involved including owners, design and construction teams.

Typical commissioning management processes quickly become mired in the reams of paperwork they produce, which makes information management of all the activities difficult and inefficient. In 1997, FDE began using a database-driven approach to managing the many tasks, tests, documents, and communication associated with the Cx. This has provided us with a consistent, efficient, and well-managed approach to the process involving all members of our company and across all projects. FDE web-enabled these internal processes in 1999 and as technology has evolved, we’ve updated and maintained this approach to commissioning.

FDE’s ‘Cx Portal’ – Cloud-Based Management of Cx FDE’s exclusive project ‘Cx Portal’ provides a web-based interface that is used by all members of the project team as the focal-point of all commissioning activities and related communication from design review through detailed functional testing, training, and warranty activities. Our ‘Cx Portal’ has become especially popular with many of our clients and has transformed our work into an extremely efficient process that can be searched, sorted, and filtered to provide only the information needed at any given time. Documentation and reporting requirements throughout the process becomes streamlined and efficient since information is not lost or forgotten across various document revisions. Because the Cx Portal was developed specifically by FDE to serve the specific tasks and informational needs of the commissioning process, its functionality far exceeds commercial construction management software that is more applicable to scheduling and design management. Overview - Cx Portal Features & Functionality Within the Cx Portal, FDE develops a detailed ‘tree-based’ representation of all commissionable systems and components within the facility. This representation ranges from whole systems to subsystems down to all component devices such as sensors, valves, and actuators. The Cx Portal provides the following web-based Cx information management features:

Action Items (Commissioning Issues Log) Issues that arise during commissioning are entered as ‘Action Items’ and tracked/recorded using a threaded discussion format from inception through successful resolution. Customized categories for the various types of issues can be assigned as well as responsible party and issues can easily be sorted/filtered by system, contractor, location, etc. An email is automatically sent to the responsible parties and email responses are captured in a ‘threaded’ format for the record. Links to files, webpages, photos, etc. are available. Although communications are occurring via standard email, the Cx Portal is tracking and recording the various aspects of the problem for the Owner’s final record.

FPT & Startup Tests - Development & Management Development of all testing scripts and protocols is performed within the databases underlying the Cx Portal. All related tests – including their eventual status/results - can be accessed, reviewed, filtered and reported by any member of the team via the Cx Portal. The detailed startup and FTP tests are developed during the early Construction Phase and stored on the Cx Portal. For each system, the applicable tests consist of FDE-standardized field tests for common components such as sensors and actuators along with custom-developed test scripts that reflect the sequences and specifics of the full systems. Integrated FPTs involving multiple system interactions are also custom-developed. Tests can be linked electronically to submittals, manuals, drawings, and web links as desired.

Additional Cx Portal Functionality In addition to the primary functions above, the Cx Portal can be used if desired to track Submittals, upload/store/download project files, enter/store nameplate documentation, and other uses as may be needed by the team. For example, the system ‘Equipment Nameplate Data’ module has been used to enter and store relevant equipment parameters electronically, and then database queries were run to provide structured data access as input to the Owner’s CMMS system.


Benefits of Structured Data & Standardized Approaches FDE strongly believes in the power and benefits of standardizing our approach to the commissioning process wherever practical so that the many unique aspects of any given project can receive more focus. The systems and elements discussed above that make up the facility Cx Portal’s representation are all relational database ‘Objects’ to which many types of applicable information can be associated. FDE testing engineers have developed a synchronized library of hundreds of ‘standard’ test records capturing everything from various calibration methods to test scripts documenting detailed, complex manufacturer-required startup tests for specific equipment. All can be stored, updated, modified, and accessed by FDE engineers across all of our projects.

Solving Problems – Taking a Collaborative, Team-Oriented Approach FDE takes great pride in our Owner-focused yet team-oriented approach to providing commissioning services. The best testaments to this approach are the number of follow-on project requests we routinely receive from people with whom we have previously worked with. This includes not only unsolicited references/requests from Owners, but also references from both contractors and construction management firms whose work we had previously commissioned. We feel that this repeat business speaks volumes towards our collaborative, positive, and results-based focus that FDE brings to the commissioning process.

Collaborative, Productive & Constructive Attitude It is essential that the role of the Cx Provider be a collaborative and constructive one. FDE strongly feels that we cannot have an attitude that is primarily critical towards the design and construction parties, nor one that attempts to make the Cx process look like the “savior” of the project. The Cx Provider must take a constructive attitude and whenever possible collaborate directly with the related parties to advise them “behind the scenes”, hopefully BEFORE a problem arises. When properly conducted, a successful Cx program makes all parties look good and perform better to the benefit of the Owner. Our experience also indicates that – when executed properly - the designers and contractors become full-on advocates of the commissioning process.

Providing Solutions to (vs. Identifying) Complex Problems Of course, some of the issues identified during Cx are simple and have obvious outcomes or are the result of an undisputed deficiency. However, whenever problems become more complex due to a combination of design, construction, and controls issues, FDE’s investment in our staff and our philosophy of hiring only the most technically and field-proven individuals can help. FDE’s ‘deep bench’ results in our ability to present solutions to some of the most challenging problems that we are presented with during commissioning. FDE’s experienced field engineers and technicians routinely are able to provide effective solutions to problems, particularly those dealing with BAS and equipment controls, control logic, and interfaces between equipment that needs to function ‘across Contractors’ but that each left incomplete. Just a few recent examples of higher-level issues recently resolved by a single FDE engineer include integration details/problems between lab and BAS control vendors, resolution of normal vs. failure mode sequences, ‘open control protocols’ that are not really ‘open’, and modifying control logic to account for poor construction of clean room suite.

Realistic Approaches to Scheduling & Coordinating Cx with Construction FDE takes a very proactive role in scheduling commissioning into the construction process. We cannot overstate the need for an extensive, detailed, continuously-maintained schedule. We can also not understate the talent and effort required to achieve this in a hectic and pressured construction environment. The Cx schedule not only outlines durations, but coordinates the priorities of the many parties involved in the Cx program. While it would be ideal if the project could absorb several months of functional testing after the contractor “drops off the keys”, in practice, this is never feasible. This means that the functional testing must be integrated into the construction progress through realistic and detailed scheduling from installation to final functionality. When done properly, the impact on overall project duration will be a small fraction of what it otherwise would be. To achieve this end, FDE begins this process early with a precedent diagram that will both lay out the detailed activities that will be required by the Cx program, as well as lay out the ideal progression of system completion. We will then meet with the team to adjust the process to conform to construction constraints. The Cx activities must then be integrated into the main construction schedule and monitored as the project progresses to avoid excess schedule compression.


FDE Staff – Experienced, Dedicated and Technically Proficient Without the proper staff, even the best ‘means and methods’ would not be sufficient for a successful project. Above all else, FDE has strived over our 25+ years to hire only the ‘right people’ – engineers and technicians with not only rich and diverse technical experience, but also highly motivated individuals with a dedication and passion to teaching, learning, and understanding and solving problems. These latter aspects cannot be measured or documented, but are evidenced in small things like a late night (or early morning!) email from the job site prior to running a meeting at 0700, timely responses to after-hours correspondence, or personal time spent researching a technical issue to assist a contractor looking for answers.

Technical Depth and Breadth Facility Dynamics Engineering currently consists of over 65 full time technical staff consisting of the following general attributes and backgrounds:

Degreed Engineers (a majority with PEs and/or advanced MS/PhD)

BAS/Controls Technicians (avg. 10+ years controls experience each)

TAB Technicians (each with 20+ years of experience and certifications)

Former Mechanical and Electrical Contractors

Former Facilities and O&M Managers

Former Building Research Engineers & Scientists

All of our technical staff has the boots-on-the-ground, working knowledge of facility operation, construction, and building automation/controls that is required to carry out FDE’s ‘Hands-On’ philosophy towards commissioning. And as mentioned elsewhere, FDE’s staff consists of the most technically competent, innovative, inquisitive, and enthusiastic facility engineers and technicians available.

FDE - A ‘Seamless’ Team Although none of FDE’s projects has ALL of our staff on-site, all of our staff is available whether you see them or not. The combination of FDE’s internal staff experience combined with our embrace of efficient computer-based technologies allows us to share information and query our internal content-area experts literally around the clock via our Cx Portal, email, text, or even old-school technologies such as the telephone. In addition to our many internal BAS/controls experts, FDE is home to some of the nation’s leading experts, authors, and instructors in areas such as high-containment laboratory and vivarium control, automated fault detection and diagnostics, data center and healthcare facilities and ‘measurement-based’ commissioning and retrocommissioning. It is not uncommon for an FDE field engineer to pose a technical question ‘FDE-wide’ at 8PM and have 4 sets of detailed responses to consider over breakfast the following morning. FDE – In Addition to the Technical Skills… The commissioning process can by its very nature result in contention and mistrust if not properly administered. Teamwork and an ability to bring out the best in others is an important attribute of the people carrying out the commissioning program, both at the project management table and at the technician/field level. We fully understand that respect is a critical component and it takes more than pure technical competence to earn it. Team members must also have the people skills necessary to unite a construction team for the good of the project. These are the key characteristics of very successful commissioning providers and a common attribute of all FDE engineers.

Dedication + Experience = Staff Retention FDE’s careful attention to staff additions has been a key factor in our success. In addition to the technical and ‘people’ skills we evaluate, we look for people who have a passion for the work we do and provide them with the means to fulfill that passion. This results in high job satisfaction and high staff retention. Our philosophy of hiring people with extensive experience also helps with retention (our ‘most junior’ staff members have about 15 years of experience).


Measurement-Based Commissioning – Our Tools & Instruments FDE maintains an extensive inventory of tools and equipment used by our field staff during every commissioning project. In addition to routine checking of calibrations and performance, our instrumented approach is often invaluable for eliminating the guesswork when troubleshooting problems.

Our commissioning engineers maintain full sets of calibrated, traceable instruments for temperature, air and hydraulic pressure, humidity, air velocity/flow, capture (flow) hoods, and electrical/multimeters. FDE has invested in many specialty instruments that are shipped for use as needed. These include ultrasonic flow meters, infrared cameras, vibration analysis equipment, sound and light measurement equipment, smoke generators, laser alignment instruments, gas detection and calibration kits, refrigerant manifolds and gauge sets, and portable datalogging equipment for literally any measurement need. How FDE Uses the Building Automation System for Commissioning The Building Automation System (BAS) is a valuable tool in the commissioning process. It is useful in not only ensuring systems function at the time of testing but also over prolonged periods. Before the BAS can be used as a testing tool, it must first be tested itself for accuracy and reliability. This entails ensuring: All input/output devices are correctly setup, accurately calibrated, and appropriately reflected through the

system software. Meaningful and appropriate trending is setup. Trending any and all I/O points may be necessary as well as

other software values such as setpoints. Additionally, thought needs to be put into the sample rates and durations of the trends. In some cases, change of value sampling may be more suitable than time sampling.

Alarm and event logging is setup and verified. Manipulating the BAS inputs allows for the Sequence of Operations to be more thoroughly tested. There are

certain conditions that are rarely (or hopefully never) achieved. Manipulating the BAS to create these conditions is essential to confirming some of the systems operations.

Once there is confidence in the data provided through the BAS, as systems are run though functional performance tests, expected results can be verified through the BAS in lieu of physically measuring values read by the BAS. Additionally, the BAS can be a useful tool for troubleshooting. If expected results are not achieved, “data mining” through trend and alarm logs often provide insight to the cause. This can be useful if anomalies occur post functional performance testing as well.

FDE engineers are well-versed with literally all common BAS systems in use today, and are fluent with using the advanced reporting and querying functions inherent within these systems. These features allow our staff to efficiently target and test larger-volume types of equipment such VAV terminal units.

Lastly, using the BAS throughout the testing process allows FDE to suggest or perform modifications to the BAS to better facilitate O&M functions, such as revealing useful items such as duty rotation schedules and timers that may be buried in programming. Graphics are also reviewed for functionality as well as completeness throughout the testing process.

Commissioning of Future Projects The thing that differentiates our approach to commissioning is that we get actively involved in the testing, closeout, and troubleshooting necessary to bring many issues to resolution and closure. Our technical expertise use in the field usually sets the bar on the type of commissioning that an owner can expect. We accomplish by utilizing senior personnel throughout the project and keep the same personnel on the job from design through acceptance and occupancy.

FDE has created and maintains an extensive amount of commissioning forms/procedures for all our projects. We have developed our own software named CACEA or Commissioning and Control Engineering Application as a web-based software package that allows all of the FDE engineers to share their latest procedures and functional performance tests and provides a convenient method to retrieve the information. Paperless commissioning is possible through the use of laptops operated in the field by our commissioning engineers. Instant sharing of test results with all project team members is possible. With CACEA and our project portal, data is not only stored and organized in a meaningful fashion, its also shareable with all project parties.


References and Work Samples

Millennium Science Complex Penn State University, State College, PA FDE performed commissioning services to the new 275,000 sf, Millennium Science Complex at Penn State University. It serves as the new home for science research for the Huck Institutes of the Life Sciences and Materials Research Institute which includes over 300 researchers and staff members. The four-level facility includes classrooms, lecture halls, labs, office and administrative areas. It also houses a 20,000 sf vivarium, 40,000 sf quiet lab and a 10,000 sf nano-clean room. It is one of the most comprehensive research facilities and one of the largest academic buildings on campus.

FDE’s commissioning scope included design and construction phase commissioning for all HVAC systems and controls including: air handling units, variable air volume terminal units, fan coil units, computer room air conditioning units, lab exhaust systems, steam fired domestic water heaters and electrical systems. Dates of Service: 1/09 – 2/13 Size of Project: 275,000 sf /Construction Cost: $225 million Project Team Members: Phil Engers – Project Manager, Elliott McDonald – Senior Engineer and Dave Stabler – Senior Electrical Point of Contact: Richard Tennent – Project/Construction Manager - Penn State University

814-865-7194 or 814-238-8274, [email protected] Office of the Physical Plant, State College, PA 16804

Eastern York High School Eastern York School District – York, PA FDE provided commissioning services to the new 177,500 sf Eastern York High School in Wrightsville, PA. The school includes multiple classrooms, a cafeteria, library, greenhouse, gymnasium and a state –of-the-art auditorium.

FDE provided commissioning services for all HVAC systems which included: rooftop units with heat pumps, classroom heat pumps, ground water source heat pump system, makeup air units, exhaust systems, cabinet unit heaters, fin tube radiation and emergency generators. Dates of Service: 9/07 – 2/11 Size of Project: 177,500 sf /Construction Cost: $75 million Project Team Members: Phil Engers – Project Manager, Elliott McDonald – Senior Engineer and Dave Stabler – Senior Electrical Point of Contact: Todd Hoover – Director of Plant and Facilities

717-252-1555, [email protected] 120 South Third Street, Wrightsville, PA 17368

Bill and Linda Gates Hall – Computer and Information Science Cornell University, Ithaca, NY FDE provided commissioning services to the new 100,000 sf, $60 million Gates Hall project. The four-story facility houses the Computer and Information Science Departments. It includes faculty offices, classrooms, lecture halls and research and teaching lab areas which include specialized labs for cyber security, human-computer interaction, robotics and other computer information fields. The project received a LEED Gold certification from the USGBC.

FDE’s commissioning scope included all HVAC systems and controls including: air handling units, exhaust systems, chilled beams, computer room air conditioning units, fan coil units, units heaters, domestic water systems and electrical systems which include emergency power, transfer systems and lighting controls. Dates of Service: 6/11 – 8/14 Size of Project: 100,000 sf /Construction Cost: $60 million Project Team Members: Phil Engers – Project Manager, Phil Dobinson – Senior Engineer, David Stabler and Stan Stough – Senior Electrical Engineers Point of Contact: John M. Keefe, P.E. – Project Manager - Cornell University

607-254-8247, [email protected] 102 Humphreys Service Building, Ithaca, NY 14853


Interdisciplinary Science and Engineering Building

University of Delaware, Newark DE FDE performed commissioning services to the 194,000 sf, $105 million Interdisciplinary Science and Engineering Building at the University of Delaware. The facility includes: classrooms, conference rooms, staff offices, teaching labs, seminar rooms, research lab areas, student lounges and a student commons with a café. It also houses synthesis labs, a microscopy lab and clean room facility with class 100 and class 1000 rooms. We also completed commissioning services to the East Campus Utility Plant. This project followed USGBC LEED requirements. FDE’s scope includes design and construction phase commissioning for all HVAC systems and controls including: air handling units, variable air volume terminal units, fan coil units, domestic hot water systems, reverse osmosis system, computer room air conditioning units, hydronic systems, exhaust systems, lab spaces, security and electrical systems including automatic transfer switches, UPS, panel boards and emergency generators. Dates of Service: 11/09 – 4/14 Size of Project: 194,000 sf / Construction Cost: $105 million Project Team Members: Phil Engers – Project Manager, Elliott McDonald and Phil Dobinson – Senior Engineers and Dave Stabler – Senior Electrical Engineer Point of Contact: Gerry Galgon – Senior Project Manager - University of Delaware 302-831-6036, [email protected] 222 S. Chapel Street Newark, DE 19716

Translational Research Center

University of Pennsylvania Health System, Philadelphia, PA Facility Dynamics is providing commissioning services to the new 517,000 sf, $220 million, 12-story hospital and research facility. It houses clinical and patient-oriented research areas, imaging, support research spaces, a conference and seminar center, administrative/office areas and several floors of biomedical laboratories. The work occurred above the occupied Phase 1 treatment areas without interruption to the facility. The project was also a staged occupancy and included a base project turnover and subsequent fitout floors completed and turned over following the initial occupancy. FDE’s commissioning services include all HVAC systems and controls including chillers, heat exchangers, cooling towers, air handling units, pumps, lab/specialty exhaust systems, fan coil units, cabinet units heaters, chilled water systems, emergency power and transfer systems, lighting control systems, laboratory/vivarium gas systems and electrical and plumbing systems. Dates of Service: 3/08 – 1/13 Size of Project: 517,000 sf /Construction Cost: $220 million Project Team Members: Phil Engers – Project Manager, Elliott McDonald and Phil Dobinson – Senior Engineers and Dave Stabler and Stan Stough – Senior Electrical Engineer Point of Contact: Brian Heigh - Project Manager - University of Penn Health System

215-662-4823, [email protected] Real Estate Design and Construction 3400 Spruce Street Philadelphia, PA, 19104


Work Samples Provide concise, non-voluminous samples of the following work products that members of the Commissioning Team wrote for previous projects. List the team member who actually wrote the document and the projects on which they were used. Work from the designated Commissioning Authority is preferred

- Commissioning plan that was executed - Actual functional test procedure forms for three (3) different systems that were executed

Enclosed in this section is a condensed work sample of a Commissioning Plan and Functional Test Procedures from our Cornell University – New Computing and Information Science Building (now called Gates Hall) project. Similar test plans are used on all FDE projects. Due to page limits, full documents and additional detailed information and examples of our training, system manuals and commissioning reports are available upon request. All documents were written by Project Manager – Phil Engers.

COMMISSIONING PLAN

FOR

New Computing and Information Science Building

Cornell University Ithaca, New York

Construction Phase

Version: April 2012

Prepared By:

6760 Alexander Bell Drive Suite 200

Columbia, Maryland, 21046 410-290-0900

WWW.facilitydynamics.com

http://www.facilitydynamics.com/

Cornell University New Computing and Information Science Building

Table of Contents I. INTRODUCTION ................................................................................................................................. 3

A. COMMISSIONING (CX) PLAN ............................................................................................................. 3 B. PROJECT DESCRIPTION ..................................................................................................................... 3 C. CX PLAN PROGRESSION .................................................................................................................... 3 D. ROLES OF THE CX PLAN VERSUS CX SPECIFICATIONS ...................................................................... 3 E. CX PLAN – SCOPE LIMITS ..................................................................................................................... 3 F. COMMISSIONING OVERVIEW ................................................................................................................ 3

II. GENERAL ......................................................................................................................................... 4

A. DEFINITIONS AND ABBREVIATIONS .................................................................................................. 4 B. SCOPE OF COMMISSIONING SERVICES .............................................................................................. 9 C. LEED COMMISSIONING ACTIVITIES ............................................................................................... 10 D. CX PROCESS AND SEQUENCE .......................................................................................................... 11

III. PARTIES INVOLVED IN THE CX PROCESS .......................................................................... 14

A. ARCHITECT ..................................................................................................................................... 14 B. AUTOMATIC TEMPERATURE CONTROLS CONTRACTOR (ATC) ....................................................... 14 C. CONSTRUCTION MANAGER (CM) ................................................................................................... 14 D. CX AUTHORITY (CXA) ................................................................................................................... 15 E. ELECTRICAL CONTRACTOR (EC) ........................................................................................................ 15 F. ELECTRICAL DESIGN ENGINEER (EDE) .............................................................................................. 15 G. FIRE ALARM CONTRACTOR (FAC) ................................................................................................. 15 H. MECHANICAL CONTRACTOR (MC) ................................................................................................. 15 I. MECHANICAL DESIGN ENGINEER (MDE) ........................................................................................... 16 J. TAB CONTRACTOR (TAB) ................................................................................................................. 16 K. OPERATOR(S) ................................................................................................................................. 16 L. OWNER: .............................................................................................................................................. 16

IV. RESPONSIBILITIES ...................................................................................................................... 16

A. GENERAL ........................................................................................................................................ 16 B. OWNER PROJECT MANAGEMENT PERSONNEL RESPONSIBILITIES ................................................... 17 C. OWNER - OPERATIONS PERSONNEL RESPONSIBILITIES ................................................................... 18 D. ARCHITECT RESPONSIBILITIES ....................................................................................................... 20 E. ENGINEER RESPONSIBILITIES (ME/EE) .............................................................................................. 21 F. CONTRACTOR’S RESPONSIBILITIES ..................................................................................................... 23 G. CXA RESPONSIBILITIES .................................................................................................................. 23

V. COMMISSIONING PROTOCOLS .............................................................................................. 25

A. CX COORDINATION ........................................................................................................................ 25 B. MANAGEMENT PROTOCOLS RELATING TO CX ................................................................................ 25 C. COMMUNICATION PROTOCOLS RELATING TO CX ........................................................................... 25 D. RELATED INFORMATION ................................................................................................................. 27 E. MEETINGS .......................................................................................................................................... 28

VI. WEB-BASED COMMISSIONING PORTAL .............................................................................. 28

A. GENERAL ........................................................................................................................................ 28 B. MODULES ....................................................................................................................................... 29 C. ACCESSING AND INTERFACING WITH THE CX PORTAL .................................................................... 30 D. CX PORTAL TRAINING .................................................................................................................... 30

VII. DESIGN PHASE COMMISSIONING TASK DEFINITIONS ................................................... 30

Commissioning Plan i


A. GENERAL CXA DESIGN REVIEWS ................................................................................................... 30 B. CXA SCHEMATIC DESIGN REVIEW ................................................................................................. 31 C. CXA CONSTRUCTION DOCUMENTS PHASE REVIEWS ...................................................................... 31 D. PROGRAM AND DESIGN DOCUMENTATION ..................................................................................... 31 E. COMMISSIONING SPECIFICATIONS ...................................................................................................... 34 F. CX RECORD MATRIX .......................................................................................................................... 34

VIII. CONSTRUCTION PHASE COMMISSIONING TASK DEFINITIONS ............................. 35

A. CONSTRUCTION PHASE CX KICK OFF MEETING ............................................................................. 35 B. SCHEDULING COLLABORATION ...................................................................................................... 35 C. CX PROGRESS MEETINGS ............................................................................................................... 36 D. CXA REVIEW OF SUBMITTALS ........................................................................................................ 36 E. CONSTRUCTION INSPECTIONS ............................................................................................................. 36 F. START-UP DOCUMENTATION ............................................................................................................. 37 G. PRODUCT NAMEPLATE DATA DOCUMENTATION ............................................................................ 37 H. MECHANICAL-SPECIFIC DOCUMENTATION ..................................................................................... 37 I. ACTION LIST ...................................................................................................................................... 37 J. CONTRACTOR NOTIFICATION (SYSTEM TURN-OVER) ........................................................................ 37 K. IDENTIFICATION AND RESOLUTION OF DEFICIENCIES OR ADDITIONAL WORK REQUIRED .............. 38 L. CONSTRUCTION PHASE TRAINING ...................................................................................................... 38 M. BAS TRENDING REQUIREMENTS .................................................................................................... 39 N. TRAINING DOCUMENTATION UPDATE ............................................................................................ 39

IX. ACCEPTANCE-PHASE COMMISSIONING TASK DEFINITIONS ...................................... 40

A. EXECUTION OF FPTS ...................................................................................................................... 40 B. ACCEPTANCE CRITERIA .................................................................................................................. 40 C. TRAINING DOCUMENTATION UPDATE ............................................................................................ 40

X. WARRANTY PHASE CX TASK DEFINITION ......................................................................... 40

A. GENERAL ........................................................................................................................................ 40 B. WARRANTY PHASE TRAINING ........................................................................................................ 40 C. WORK PERFORMED WHILE UNDER WARRANTY ............................................................................ 41 D. RECORD DOCUMENTATION ............................................................................................................ 41 E. OPPOSITE SEASON TESTING ................................................................................................................ 42 F. FINAL FACILITY ASSESSMENT (FFA) ................................................................................................. 43

XI. COMMISSIONING PROGRAM TRAINING REQUIREMENTS ........................................... 43

A. CX TRAINING PROGRAM OBJECTIVES AND REQUIREMENTS ........................................................... 43 B. CX TRAINING PROGRAM OVERVIEW .............................................................................................. 44 C. TRAINING PLAN DOCUMENT .......................................................................................................... 44 D. DESIGN ORIENTATION TRAINING EVENT ........................................................................................ 44 E. EQUIPMENT AND SYSTEMS TRAINING (MULTIPLE EVENTS) ............................................................... 44 F. FINAL SYSTEMS OPERATION TRAINING EVENT .................................................................................. 45 G. CONTRACTOR RECORD TRAINING DOCUMENTATION ..................................................................... 45

XII. SYSTEMS MANUAL DOCUMENTATION ................................................................................ 45

A. SYSTEMS MANUAL DOCUMENTATION SET ..................................................................................... 45

XIII. CX PROCEDURAL DIAGRAMS ............................................................................................. 46

A. CX DOCUMENTATION AND MANAGEMENT TASKS DIAGRAM (GANTT CHART) .............................. 46 B. CX FIELD TASKS DIAGRAM (GANTT CHART) ................................................................................. 46

Commissioning Plan ii


I. INTRODUCTION

A. Commissioning (Cx) Plan This Commissioning (Cx) Plan shall outline the commissioning process for Cornell University’s New Computing and Information Science (CIS) Building. Herein described are the responsibilities of the various Parties involved in the design, construction, and commissioning process and the procedures by which all Parties will endeavor to ensure the facility is designed, installed, started, tested, and documented to meet the Owner’s needs and to ensure that the Operator’s personnel are fully trained.

This plan focuses on the overview of the entire process and on the details of the non-construction contract Cx processes. The construction contract requirements are detailed in the project specifications.

B. Project Description The New Computing and Information Science Building is a 103, 000 gross square foot (gsf) new facility located above Hoyt Field, facing Barton Hall. The facility includes instructional labs, offices, and collaborative spaces including a large atrium at the main entrance. It includes a basement and four stories above grade. The Facility is designed to unite students and faculty of the CIS department and the broader community and provide a healthy work and study environment.

C. Cx Plan Progression Facility Dynamics Engineering has been selected as the Commissioning Authority (CxA) for the project. The CxA has issued this Cx Plan at the stage of the design/construction process indicated on the title page. This Cx Plan will evolve throughout the process and be expanded with more detail as the design/construction of the facility evolves. Subsequent issues of this Cx Plan will be released at the appropriate stages of the process.

D. Roles of the Cx Plan versus Cx Specifications Although the Cx Plan is designed to cover the rules and responsibilities for the commissioning process, it is intended to primarily govern activities in the Programming and Design Phases of the project. The specific requirements of the Contractors are to be delineated within the various Cx-related specifications, so as to minimize the need for the Contractor to consult the Cx Plan.

E. Cx Plan – Scope Limits The Commissioning Plan is narrative that is intended to be instructional as opposed to directive in nature. The Cx Plan provides an extensive set of deliverables and milestones relating to commissioning that may or may not be within the scope of services contracted. Suggested deliverables may be presented within the Cx Plan that are unfunded, but these are kept within the Cx Plan in the event that the Owner may choose to fund these as the process progresses and/or the need arises.

F. Commissioning Overview Commissioning is the systematic process of ensuring that all building systems perform interactively according to the Owner’s Project Requirements. The commissioning process involves all the Parties involved in the design and construction process as well as the Owner and the Commissioning Authority (CxA). It ideally begins early in the design process when the facility is being programmed and when the initial concepts and requirements for the building are being formulated. Commissioning then continues throughout the design and construction process, past acceptance of the building and

Commissioning Plan 3


systems, and into the early occupancy of the building. Primary elements of commissioning include:

• Identifying and documenting the Owner’s needs and the requirements of the facility; • Ensuring that the designed systems are commensurate with and meet the Owner’s

needs; • Ensuring that the systems installed are operable and maintainable; • Testing of the systems to ensure that they are interacting and performing optimally; • Ensuring that the Owner’s Project Requirements, the installation, and the O&M

requirements are clearly and thoroughly documented; • Training for the operators and the facility staff to ensure they can operate and maintain

the facility per the Owner’s Project Requirements.

The CxA oversees and coordinates the Cx efforts, although all Parties play a vital role in commissioning process.

II. GENERAL

A. Definitions and Abbreviations 1. Acceptance Phase: This is the phase of the project when the facility and its systems and

equipment are inspected, tested, verified, and documented; and when most of the Functional Performance Testing and final training occurs. This will generally occur after the Construction Phase is complete (after Start-Up Documentation has been completed). The Acceptance Phase begins upon System ‘Turn-Over’ with certification by the Contractor that the systems have been placed into service in accordance with the approved protocols and after the submission of the approved Start-Up Documentation. The Acceptance Phase ends with the successful completion of all Functional Performance Testing and sign-off by the CxA.

2. Action Item (AI): Any Cx-related issue that requires a response, completion, corrective or additional work, or any other action. Examples include a Request for Information (RFI), a work directive, a clarification request, a to-do item, an identified deficiency, or any other like item. Action Items must be categorized as appropriate.

3. Action List: This is a list that is maintained and updated by the CxA that includes all Action Items that relate to Cx activities.

4. A/E: General reference to the Architect/Engineer lead-design entity.

5. ASHRAE: American Society of Heating, Refrigerating, and Air Conditioning Engineers.

6. Basis of Design (BOD) Document: The Basis of Design document is developed by the design team, and shall respond to and be consistent with the performance criteria specified in the Owner’s Project Requirements. The BOD illustrates the means by which the OPR criteria are to be achieved, documenting the assumptions and parameters used in the design, and documenting the primary thought processes or decisions made that resulted in the selected alternatives. At the end of the project, the final BOD content may be incorporated into the Systems Manual if desired in part or in its entirety. The BOD is a required component for LEED-certified projects, and is recommended by ASHRAE for all projects subject to the Cx process.

7. Checklist Item: An item to inspect to verify proper installation of equipment or systems by the Contractor. Checklist items simply require a ‘Yes/No’ or ‘OK/Not’ response. Start-Up Checklist items are one component of the Start-Up Documentation.

CMMS: Computerized Maintenance Management System

Commissioning Plan 4

Log of Tests

Cornell_CIS

09-Jan-15

Date Function DeviceType of Test StatusComponentFPT / RemarksExpected/Actual Results:

AHU-1 ERW w/ Economizer

11/14/2013 Document Review 1. Approved Submittals/Shop Dwgs: Yes

2. Operations and Maintenance Data: Yes

3. Completed Start Up Checklists and Tests: Yes

4. Warranty Information: Yes

-

Pass1Dobinson,PCA

Verified the required documents have been submitted and reviewed them to ensure adequacy.

Ensured all data for all components involved with test are included.

Test Description

11/14/2013 Start Up Review Start up was adequate. [Certified copies of the start up were submitted]. Anomalies include:

-

Pass2Dobinson,PCA

Checked the start up forms and documentation to ensure the system has been adequately started

and the start up has been documented.[ Reviewed the manufacturer's [factory test][start up]

documentation]

Test Description

11/14/2013 Prerequisite - AHU All systems ready; including:

Electrical Distribution, Ductwork, Air TAB, Related Piping Systems including {customize per

system}, Water TAB, Control Systems.

All labeling affixed and adequate access is provided to all components.

-

Pass3Dobinson,PCA

Validated that all supporting and/or related systems have been started and tested to the extent

necessary for FPTs on this system.

Test Description

11/14/2013 Configuration

Check

Installation is per the contract documents. Specifically, Coil details per M-Series drawings

-

Pass4

Dobinson,PCAChecked the configuration. Reviewed it against the contract documents and ensured its

compliance.

Test Description

11/14/2013 Steady-State

Operation

All control loops and functions operating normally per spec.

Date/Time11:00 am

Observed Operating Parameters: Unit at DAT and Static setpoint; RAF at static setpoint.

-

Pass5

Dobinson,PCAObserve system in operation before making any changes. Recorded key system operating

parameters.

Test Description

Page 1 of 13



11/14/2013 Graphic Graphic was acceptable.

-

Pass6Dobinson,PCA

Reviewed graphic for accuracy, quality, and adequate linking. Spot check points for proper

assignment. For inputs manipulate sensor to validate graphic update. For outputs, command

device from graphic and observe action of component.

Test Description

11/14/2013 Trend Review No anomalies noted.

-

Pass7Dobinson,PCA

Print and attach trend graphs. Review them for anomalies.

Test Description

11/14/2013 Exhaust Air BacNetGateway Com

Interface

All communications operate properly:

All BacNet points are discoverable by the BAS server. All points are read / write capably.

-

VSD Pass

- -

8

Dobinson,PCAIn conjunction with the start up rep [contractor], Tested the communication link (BACNET

FLN) between the building automation system and the 3rd party control panel. Validated

communications and all point mapping. Timed the communication delay and point value on

comm failure (last known value or \ Non responsive) between the two systems.

Test Description

11/14/2013 Supply Air BacNetGateway Com

Interface



-

VSD Pass

- -

9





Test Description

11/14/2013 Supply Air HOA SwitchHOA Switch

Operation

System was off in the 'OFF' position. Unit ran under automatic control with the switch in the

'AUTO' position. In 'HAND' the system ran and control loops operated per sequence while

the control system was commanding it off. [Safeties stopped the unit while it was in 'HAND']

-

VSD Pass

- -

10

Dobinson,PCAWith automatic control system functioning, positioned the HOA switch in all three positions to

validate operation and alarming. Validated that the unit ran in 'HAND' while the control system

commanded it off. [Validated the safeties hold unit off in 'HAND']

Test Description

Page 2 of 13



11/14/2013 Exhaust Air HOA SwitchHOA Switch

Operation

System was off in the 'OFF' position. Unit ran under automatic control with the switch in the

'AUTO' position. In 'HAND' the system ran and control loops operated per sequence while

the control system was commanding it off. [Safeties stopped the unit while it was in 'HAND']

-

VSD Pass

- -

11

Dobinson,PCAWith automatic control system functioning, positioned the HOA switch in all three positions to

validate operation and alarming. Validated that the unit ran in 'HAND' while the control system

commanded it off. [Validated the safeties hold unit off in 'HAND']

Test Description

11/14/2013 Supply Air Status ContactSwitch Calib The VSD DO to the ALC controller made and broke consistently with the unit running in

either hand or auto.Switch made and broke consistently.

-

VSD Pass

- -

12Dobinson,PCA

Validated the switch makes consistently at activation conditions and breaks at deactivation

conditions.

Test Description

11/14/2013 Exhaust Air Status ContactSwitch Calib The VSD DO to the ALC controller made and broke consistently with the unit running in

either hand or auto.Switch made and broke consistently.

-

VSD Pass

- -

13Dobinson,PCA

Validated the switch makes consistently at activation conditions and breaks at deactivation

conditions.

Test Description

11/14/2013 Supply Air Transducer (SPA)VSD Ramp Maximum acceleration and deceleration rates were maintained. Critical frequencies were

passed without incident.

-

VSD Pass

- -

14Dobinson,PCA

Started unit, stopped unit, and changed setpoints of unit.

Test Description

11/14/2013 Exhaust Air Transducer (SPA)VSD Ramp Maximum acceleration and deceleration rates were maintained. Critical frequencies were


-

VSD Pass

- -

15Dobinson,PCA

Started unit, stopped unit, and changed setpoints of unit.

Test Description

11/14/2013 Cooling Air ActuatorValve Operation Valve shut off against system operating pressure when commanded to close. Seating was

adequate. Valve stroked fully open when commanded to open. Feedback (if applicable)

corresponded to stroke (or output).

-

Control Valve Pass

- -

16Dobinson,PCA

Command valve closed. Check actual close-off for adequate seal and feedback if applicable.

Command valve open. Check actual full stroke and feedback where applicable.

Test Description

Page 3 of 13



11/14/2013 Outside Air DP SwitchFilter Alarm Analogy, adjustable alarm point set to 1" wc. Alarm enunciated at the proper OI locations.

-

Filter Pass

OA -

17Dobinson,PCA

Checked the setting, calibration, and enunciation of the filter alarm.

Coordinated the setting with the loaded indication and the Owners representative.

Use pump bulb and manometer to trip the alarm

Test Description

11/14/2013 Return Air DP SwitchFilter Alarm Analogy, adjustable alarm point set to 1" wc. Alarm enunciated at the proper OI locations.

-

Filter Pass

- -

18Dobinson,PCA




Test Description

11/14/2013 Supply Air DP SwitchFilter Alarm Analogy, adjustable alarm point set to 1" wc. Alarm enunciated at the proper OI locations.

-

Filter Pass

SA -

19Dobinson,PCA




Test Description

11/14/2013 Heating Air FreezestatFreeze Alarm Alarm enunciated at OI, unit stops. Low temperature switch (freezestats), mounted upstream

of the cooling coil, shall stop both the supply and the return fan via hardwired interlock to the

fan starters and raise an alarm at the BACS console when the cooling coil entering

temperature falls below 40°F adjustable. All other controls shall return to their normal

position. The fan shall remain off until the freezestats are manually reset.

-

Coil Pass

- -

20Dobinson,PCA

Manually tripped each freezestat using the manufacture provide test switch.

Test Description

11/14/2013 Supply Air DPS (Safety)Duct High P Limit DP tripped, unit shut down, alarm enunciated.

-

Fan Pass

- Lo Static

21Dobinson,PCA

Set the trip point down to just below active duct pressure.

Test Description

11/14/2013 Supply Air DPS (Safety)Duct High P Limit DP tripped, unit shut down, alarm enunciated.

-

Fan Pass

- Hi Static

22Dobinson,PCA

Set the trip point down to just below active duct pressure.

Test Description

Page 4 of 13



11/14/2013 Exhaust Air DPS (Safety)Duct Low P Limit DP tripped, unit shut down, alarm enunciated.

-

Fan Pass

- Lo Static

23Dobinson,PCA

Set the trip point up to just above active duct pressure

Test Description

11/14/2013 Exhaust Air DPS (Safety)Duct Low P Limit DP tripped, unit shut down, alarm enunciated.

-

Fan Pass

- Hi Static

24Dobinson,PCA

Set the trip point up to just above active duct pressure

Test Description

12/16/2013 Supply Air Smoke DetectorSmoke Detector Alarm enunciated at both the FAS and at the OI, unit stops.

-Tested in conjunction with EH&S

Duct Pass

- -

25Engers,PCA

Used test smoke to trip smoke detector.

Test Description

12/16/2013 Return Air Smoke DetectorSmoke Detector Alarm enunciated at both the FAS and at the OI, unit stops.

-Tested in conjunction with EH&S

Duct Pass

- -

26Engers,PCA

Used test smoke to trip smoke detector.

Test Description

11/14/2013 Exhaust Air Airflow Monitor

Station

Sensor 1-pt Check Point calibration OK. Verify with TAB

-

Duct Pass

- -

27

Dobinson,PCACheck sensed value at single point of operation versus calibrated instrument.

Test Description

11/14/2013 Return Air Airflow Monitor

Station


-

Duct Pass

- -

28


Test Description

Page 5 of 13



11/14/2013 Supply Air Airflow Monitor

Station


-

Duct Pass

- -

29


Test Description

11/14/2013 Cooling Air Temp SensorSensor

Configuration

Check

Installation is per the contract documents and product data sheets.

-

Coil Pass

- -

30


compliance.

Test Description

11/14/2013 Heating Air Temp SensorSensor

Configuration

Check


-

Coil Pass

- -

31


compliance.

Test Description

11/14/2013 Supply Air Temp SensorSensor

Configuration

Check


-

Duct Pass

- -

32


compliance.

Test Description

11/14/2013 Energy Recovery Dew SensorSensor 1-pt Check Point calibration OK.

-

Sensors Pass

-Humid / Dew -OA Entering

33Dobinson,PCA

Check sensed value at single point of operation versus calibrated instrument.

Test Description

11/14/2013 Energy Recovery Humid SensorSensor 1-pt Check Point calibration OK.

-

Sensors Pass

-Humid / Dew -Exh Leaving

34Dobinson,PCA


Test Description

Page 6 of 13




-

Sensors Pass

-Humid / Dew -SA Leaving

35Dobinson,PCA


Test Description

11/14/2013 Energy Recovery Temp SensorSensor

Configuration

Check


-

Sensors Pass

-Temp -OA Entering

36


compliance.

Test Description


Configuration

Check


-

Sensors Pass

-Temp -Exh Leaving

37


compliance.

Test Description


Configuration

Check


-

Sensors Pass

-Temp -SA Leaving

38


compliance.

Test Description

11/14/2013 Return Air Humid SensorSensor 1-pt Check Point calibration OK.

-

Duct Pass

- RA

39Dobinson,PCA


Test Description

11/14/2013 Return Air Temp SensorSensor

Configuration

Check


-

Duct Pass

- -

40


compliance.

Test Description

Page 7 of 13



11/14/2013 Supply Air Humid SensorSensor 1-pt Check Point calibration OK.

-

Duct Pass

- SA

41Dobinson,PCA


Test Description

11/14/2013 Standalone/Reconf

igure

Standalone: Controller and all control loops continue to operate normally upon loss of

network communications. Loss of communication alarm is received at OI.

Reconfigure: DDC panel automatically resumes LAN communications, and changes to non-

standalone mode. LAN reconfiguration status is received at OI.

-

Pass42

Dobinson,PCACreate communications break to test standalone operation of controllers or sub-LANs. Upon

reconnection, verify ability of LAN to auto-reconfigure after comm failure.

Test Description

11/14/2013 Controller Failure Outputs go to their failed position. All controlled systems and zones respond safely and such

that they will not cause property damage.

{Describe the detailed response to the failure}

-

Pass43Dobinson,PCA

Simulate the total failure of the controller processor. Observe response of all controlled devices,

systems and zones

Test Description

11/14/2013 Energy Recovery ActuatorDamper Operation Damper condition acceptable with no repairs/maintenance recommended. Damper shut off

against system operating pressure when commanded to close. Damper stroked fully open

when commanded to open. Feedback (if applicable) corresponded to stroke (or output).

-

Bypass Damper Pass

-Exhaust -Exhaust

44Dobinson,PCA

[Modulating Damper:] [2-position Damper:] Inspect damper seals, blades, and linkage.

Command damper closed. Check actual close-off and feedback if applicable. Command

damper open. Check actual full stroke and feedback where applicable.

Test Description

11/14/2013 Energy Recovery ActuatorDamper Operation Damper condition acceptable with no repairs/maintenance recommended. Damper shut off



-

Bypass Damper Pass

-Supply -Exhaust

45Dobinson,PCA




Test Description

11/14/2013 Exhaust Air ActuatorDamper Operation Damper condition acceptable with no repairs/maintenance recommended. Damper shut off



-

Damper Pass

EA -

46Dobinson,PCA




Test Description

Page 8 of 13



11/14/2013 Outside Air (Max) ActuatorDamper Operation Damper condition acceptable with no repairs/maintenance recommended. Damper shut off



-

Damper Pass

OA Max -OA Max

47Dobinson,PCA




Test Description

11/14/2013 Outside Air (Min) ActuatorDamper Operation Damper condition acceptable with no repairs/maintenance recommended. Damper shut off



-

Damper Pass

OA Min -OA Min

48Dobinson,PCA




Test Description

11/14/2013 Return Air ActuatorDamper Operation Damper condition acceptable with no repairs/maintenance recommended. Damper shut off



-

Damper Pass

- -Return

49Dobinson,PCA




Test Description

11/14/2013 Emerg Pwr

Operation

System shut down and proof alarms were filtered. System resumed operation on emergency

power and controlled normally. System transitioned back to normal power without incident.

Backup not sequenced (lead failure filtered by power outage). {Elaborate on expected

sequence}

-

Pass50

Dobinson,PCAIn concert with the building black out tests, Observed system transfer to emergency power.

Restored normal power.

Test Description

11/14/2013 Control ERW ControlHR - Enable Cooling Recovery Mode : Temperature sensor shall measure the heat wheel discharge

air temperature and run the heat wheel to maintain a set-point 2°F (adj.) less than the unit

supply

air temperature setpoint. The heat wheel shall run for cool recovery whenever:

a. The unit return air temperature is 5°F (adj.) or more below the outside air temperature.

b. AND the unit is in a cooling mode.

c. AND the supply fan is on.

-

Sequences Pass

Cooling -

51Dobinson,PCA

Override the OA temp to enable heat recovery heat. Override OA temp to disable heat

recovery. Then override OA temp to enable heat recovery in cooling.

Test Description

11/14/2013 Heating Air ActuatorValve Operation Valve shut off against system operating pressure when commanded to close. Seating was

adequate. Valve stroked fully open when commanded to open. Feedback (if applicable)

corresponded to stroke (or output).

-

Control Valve Pass

- -

52Dobinson,PCA


Command valve open. Check actual full stroke and feedback where applicable.

Test Description

Page 9 of 13



11/14/2013 Control ERW ControlHR - Enable Heating Recovery Mode: Temperature sensor shall measure the heat wheel discharge

air temperature and run the wheel to maintain a setpoint 2°F (adj.) greater than the unit

supply

air temperature setpoint. The heat wheel shall run for heat recovery whenever:

a. Unit return air temperature is 5°F (adj.) or more above the outside air temperature.

b. AND the unit is in a heating mode.

c. AND the supply fan is on.

-

Sequences Pass

Heating -

53Dobinson,PCA

Override the OA temp to enable heat recovery heat. Override OA temp to disable heat

recovery. Then override OA temp to enable heat recovery in cooling.

Test Description

11/14/2013 Energy Recovery S/S RelayEquip - On/Off

Status

{Describe actual status of all components/devices}

OFF: System [and interlocked equipment] responded per sequence. Status indication in

agreement. {Ex: Fans off, outside air damper closed, supply damper closed, heating valve

modulates, and chilled water valve closed.}

ON: System [and interlocked equipment] responded per sequence. Status indication in

agreement. {Ex: Fans on, outside air damper open, supply damper open, heating valve

modulates, and chilled water valve closed.}

[Control loops started without overshoot.]

-

Heat Wheel Pass

ERW ERW -1

54

Dobinson,PCACommanded {Unit} via OI to 'OFF'. Commanded {Unit} via OI back to 'ON'.

Test Description

11/14/2013 Energy Recovery Status ContactEquip - Proof Unit Alarm enunciated, run command removed. After alarms were cleared, unit restarted.

-

Heat Wheel Pass

ERW ERW-1

55Dobinson,PCA

While the unit was commanded to run, turned it off (at the starter or tripped safety device) Then

cleared alarm to ensure proper restart.

Test Description

11/14/2013 Supply Air S/S RelayFan - Start Fan started correctly. Damper opened, [end switch made,] fan started, status was proved.

-

VSD Pass

- -

56Dobinson,PCA

Commanded the fan system to start via the Ol.

Test Description

11/14/2013 Exhaust Air S/S RelayFan - Start Fan started correctly. Damper opened, [end switch made,] fan started, status was proved.

-

VSD Pass

- -

57Dobinson,PCA

Commanded the fan system to start via the Ol.

Test Description

Page 10 of 13



11/14/2013 Energy Recovery Dew SensorSensor 1-pt Check Point calibration OK.

-

Sensors Pass

-Humid / Dew -OA Entering

58Dobinson,PCA


Test Description


-

Sensors Pass

-Humid / Dew -Exh Leaving

59Dobinson,PCA


Test Description


-

Sensors Pass

-Humid / Dew -SA Leaving

60Dobinson,PCA


Test Description


Configuration

Check


-

Sensors Pass

-Temp -SA Leaving

61


compliance.

Test Description


Configuration

Check


-

Sensors Pass

-Temp -Exh Leaving

62


compliance.

Test Description


Configuration

Check


-

Sensors Pass

-Temp -OA Entering

63


compliance.

Test Description

Page 11 of 13



11/14/2013 Return Air Humid SensorSensor 1-pt Check Point calibration OK.

-

Duct Pass

- RA

64Dobinson,PCA


Test Description

11/14/2013 Supply Air Humid SensorSensor 1-pt Check Point calibration OK.

-

Duct Pass

- SA

65Dobinson,PCA


Test Description

Page 12 of 13

Log of Tests

Cornell_CIS

09-Jan-15


Firemans Panel Fireman's Interface Panel

1/6/2014 Smoke ControlDocument Review 1. Approved Submittals/Shop Dwgs: Yes




Checklists completed.

Interface Panel Pass

-

1Engers,PCA



Test Description

1/6/2014 Smoke ControlPrerequisite - AHU All systems ready; including:

Power, controls and fire alarm.



-

2Engers,PCA

Validated that all supporting and/or related systems have been started and tested to the extent


Test Description

1/6/2014 Smoke ControlConfiguration

Check

Installation is per the contract documents. Specifically, per drawing from FA-403 and the FA

Submittal.


-

3

Engers,PCAChecked the configuration. Reviewed it against the contract documents and ensured its

compliance.

Test Description

1/6/2014 Smoke ControlSteady-State

Operation

All control loops and functions operating normally per spec. Time: 1:30 pm

Observed Operating Parameters: The panel display in NORMAL conditions with no faults.

All equipment status displays match the actual condition.


-

4

Engers,PCAObserve system in operation before making any changes. Recorded key system operating

parameters.

Test Description

1/6/2014 Smoke Control Test ButtonTest Button All of the panel lights were illuminated.Interface Panel Pass

- -Lights

5Engers,PCA

Depressed the light test button and verified that the panel lights were operational.

Test Description

Page 1 of 7



1/6/2014 Smoke Control HOA SwitchHOA Switch

Operation

ON- System sequenced to Atrium Smoke Evac and All of the "NORMAL" lights are turned

OFF on the panel.

Auto- System responds to Fire command

OFF- All systems OFF and doors/windows closed.


- -Manual OVR

6

Engers,PCAWith automatic control system functioning, positioned the HOA switch in all three positions to

validate operation and alarming.

Test Description


Operation

ON- Window drives open.

Auto- System responds to Fire command as noted above

OFF- Window drives closed.


-Window #1 -Windows

7



Test Description

1/6/2014 Smoke Control HOA SwitchFault Verify Window fault lights when closed.Interface Panel Pass

-Window #1 -Windows

8Engers,PCA

With the HOA in "ON" position, remove power to each window to close it and verify the fault

lights

Test Description


Operation





-Window #2 -Windows

9



Test Description


-Window #2 -Windows

10Engers,PCA


lights

Test Description


Operation





-Window #3 -Windows

11



Test Description

Page 2 of 7




-Window #3 -Windows

12Engers,PCA


lights

Test Description


Operation





-Window #4 -Windows

13



Test Description


-Window #4 -Windows

14Engers,PCA


lights

Test Description


Operation





-Window #5 -Windows

15



Test Description


-Window #5 -Windows

16Engers,PCA


lights

Test Description


Operation





-Window #6 -Windows

17



Test Description

Page 3 of 7




-Window #6 -Windows

18Engers,PCA


lights

Test Description


Operation

ON-door drives open.


OFF-door drives closed..


-Exterior -Doors

19



Test Description

1/6/2014 Smoke Control HOA SwitchFault Verify Doors fault lights when closed.Interface Panel Pass

-Exterior -Doors

20Engers,PCA

With the HOA in "ON" position, remove power to each door to close it and verify the fault lights

Test Description


Operation

ON-door drives open.


OFF-door drives closed..


-Interior -Doors

21



Test Description

1/6/2014 Smoke Control HOA SwitchFault Verify Doors fault lights when closed.Interface Panel Pass

-Interior -Doors

22Engers,PCA

With the HOA in "ON" position, remove power to each door to close it and verify the fault lights

Test Description


Operation

ON- SEF-1 ON, Smoke dampers open


OFF- SEF-1 OFF; Smoke damper closed.


-SEF-1 -

23



Test Description

1/6/2014 Smoke Control HOA SwitchDamper Verify Fault lights on panel when the damper is closed; the associated fan shuts down.Interface Panel Pass

-SEF-1 -

24Engers,PCA

Override smoke damper manually and verify the fault light.

Test Description

Page 4 of 7




Operation





-SEF-2 -

25



Test Description


-SEF-2 -

26Engers,PCA


Test Description


Operation





-SEF-3 -

27



Test Description


-SEF-3 -

28Engers,PCA


Test Description


Operation

ON- SEF-4 ON


OFF- SEF-4 OFF.


-SEF-4 -

29



Test Description


-SEF-4 -

30Engers,PCA


Test Description

Page 5 of 7




Operation

ON- SEF 5 ON


OFF- SEF-5 OFF.


-SEF-5 -

31



Test Description


-SEF-5 -

32Engers,PCA


Test Description


Operation

ON- SEF 6 ON


OFF- SEF-6 OFF.


-SEF-6 -

33



Test Description


-SEF-6 -

34Engers,PCA


Test Description

Page 6 of 7

Log of Tests

Cornell_CIS

09-Jan-15


Preheat HW System Glycol Preheat HW System

10/30/2013 Document Review 1. Approved Submittals/Shop Dwgs: Yes




Pass1Dobinson,PCA



Test Description

10/30/2013 Prerequisite -

Hydronic

All systems ready; including:

Electrical Distribution, Related Piping Systems including {customize per system}, Water TAB,

Control Systems.


Pass2

Dobinson,PCAValidated that all supporting and/or related systems have been started and tested to the extent


Test Description

10/30/2013 Configuration

Check

Installation is per the contract documents.

The system installation is generally acceptable with a few notable items listed below;

Deatil#39 STEAM TO WATER CONVERTER

The individual CV steam reliefs were replaced for a main low pressure steam relief set for 30 psi and vent to

roof.

Currently the individual steam pressure gauges shown on detail 39 are NOT installed.

HX-1's (Pre-heat to AHU's) Hydronic pressure / temperature relief is not piped to the floor.

Detail#37 CONDENSATE RECEIVER AND METER DETAIL

The vacuum breaker shown with the discharge pressure gauge is currently NOT installed.

Pass3


compliance.

Test Description

Page 1 of 6



10/30/2013 Start Up

Documentation

Refer to link Pass4

Dobinson,PCALink to the manufacturer specific start up documentation. This start up documentation must be

provided in an electronic format anywhere from a scanned field sheet to an application.

Document is saved in the ComIT directory structure

Test Description

10/30/2013 Steady-State

Operation

All control loops and functions operating normally per spec.

Observed Operating Parameters: HW system and temperature and differential pressure

setpoints.

Trends are to be reviewed at a later date, but both the HW supply temperature PID and pump pressure control

PID loops have proven stable over the past two days of Cx FPT'ing. It should be noted that both loops tend to

over shoot on an initial / cold start-up but come under control within a 5 minute time span. FDE recommends

that the ATC better tune each loop.

Pass5

Dobinson,PCAObserve system in operation before making any changes. Recorded key system operating

parameters.

Test Description

10/30/2013 Trend Review Summary trend appears to not be set up properly. Should be consistently set up to look like

AHUs (with HX type points).

Trend data is to be reviewed after adequate hydronic loads / circuits have been added to each system.

Pass6Dobinson,PCA

Print and attach trend graphs. Review them for anomalies

Test Description

10/30/2013 Graphic - Setpoints All setpoints are adjustable in code or Logic. Pass7Dobinson,PCA

Validated that the setpoints required to be adjustable per the sequence can be changed directly

from the graphic and/or a function block menu.

Test Description

10/30/2013 Hot Water Motor (Elec)Equip - Proof Unit Alarm enunciated, run command removed. After alarms were cleared, unit restarted.

Proof of run based off pump CT and DO / DI proof micro block in ALC logic

Pump Pass

HWP-2 -

8Dobinson,PCA

While the unit was commanded to run, turned it off at the VFD. Then cleared alarm to ensure

proper restart.

Test Description

10/30/2013 Hot Water Motor (Elec)Equip - Proof Unit Alarm enunciated, run command removed. After alarms were cleared, unit restarted.

Proof of run based off pump CT and DO / DI proof micro block in ALC logic

Pump Pass

HWP-1 -

9Dobinson,PCA

While the unit was commanded to run, turned it off at the VFD. Then cleared alarm to ensure

proper restart.

Test Description

Page 2 of 6



10/30/2013 Graphic - Setup BMS graphic was acceptable. Pass10Dobinson,PCA

Reviewed graphic for accuracy, quality, and adequate linking. Spot check points for proper

assignment. For inputs manipulate sensor to validate graphic update. For outputs, command

device from graphic and observe action of component.

Test Description

10/30/2013 Hot Water BacNetGateway Com

Interface



VSD Pass

-VFD-2 -

11





Test Description

10/30/2013 Hot Water BacNetGateway Com

Interface



VSD Pass

-VFD-1 -

12





Test Description

10/30/2013 Standalone/Reconf

igure

Standalone: Controller and all control loops continue to operate normally upon loss of

network communications. Loss of communication alarm is received at OI.

Reconfigure: DDC panel automatically resumes LAN communications, and changes to non-

standalone mode. LAN reconfiguration status is received at OI.

Pass13

Dobinson,PCACreate communications break to test standalone operation of controllers or sub-LANs. Upon

reconnection, verify ability of LAN to auto-reconfigure after comm failure.

Test Description

10/30/2013 Controller Power

Fail

All I/O go to the proper fail position. System status was acceptable {describe system status}. Pass14

Dobinson,PCADisconnected the power source to the controller. Verified that all I/O go to the proper fail

position and that system status is acceptable and that no proven devices enunciate as failed.

Test Description

Page 3 of 6



10/30/2013 Blackout System CHW pumps were operating and at setpoint prior to Blackout. Resumed control within

___mins after Normal Power was restored.Pass15

Dobinson,PCASystem power interrupted during Facility Blackout Test. Observe system conditions and

operations prior to power interruption, during emergency power operation and following return

to Normal Power. Record conditions, observations, and results

Test Description

10/30/2013 Steam ActuatorLoop Response Loop responded acceptably. Action correct for application and normal positions of

controlled devices. Control reasonably stable in ___ minutes. Loop maintained setpoint ±

_____.

Control Valve Pass

HX -

16Dobinson,PCA

[Changed setpoint from _90__ to _110___] [Varied system load by {…Explain how…}] and

observed response. [Repeated at Full load, 50% load, Min load]. [Print or record trend.]

[Recorded response, capture or print dynamic trend plot.]

Test Description

10/30/2013 Steam ActuatorHX Vlv Intrlk Steam valve interlocked with pump operation. The primary steam control valves(s) shall not

open until proof of the hot water flow is established on secondary side of the heat exchanger

through the differential pressure switches and flow sensors in the system. Valve closed by de-

energizing when the pump VFD is disabled.

This is a virtual ATC FLOW label in the ATC programming.

Control Valve Pass

HX -

17Dobinson,PCA

Disable pump(s) operation to verify steam HX valve interlock.

Test Description

10/30/2013 Steam ActuatorValve Oper wMid Valve shut off against system operating pressure when commanded to close. Seating was

adequate. Valve stroked fully open when commanded to open. Mid range signal position

corresponds to [mid stroke (linear configuration); or ~<1/3 stroke (corresponding to equal

percentage characterization configuration)]. Feedback (if applicable) corresponded to stroke

(or output).

Control Valve Pass

HX -

18Dobinson,PCA


Command valve open. Check actual full stroke and feedback where applicable. Command

valve with mid range signal. Check actual mid range stroke and feedback where applicable.

Test Description

10/30/2013 Hot Water Temp SensorSensor

Configuration

Check

Installation is per the contract documents and product data sheets.Pipe Pass

Return TS

19


compliance.

Test Description

10/30/2013 Hot Water Temp SensorSensor

Configuration

Check

Installation is per the contract documents and product data sheets.Pipe Pass

Supply TS

20


compliance.

Test Description

Page 4 of 6



10/30/2013 Hot Water Transducer (SPA)VSD Ramp Maximum acceleration and deceleration rates were maintained. Critical frequencies were


VSD Pass

-VFD-2 Speed Input

21Dobinson,PCA

Started unit, stopped unit, and changed set points of unit.

Test Description



VSD Pass

-VFD-2 Speed Input

22Dobinson,PCA


Test Description



VSD Pass

-VFD-1 Speed Input

23Dobinson,PCA


Test Description

10/30/2013 Hot Water Fault ContactAlarm Switch Switch made, Alarm was enunciated at the Operator Interface. [System shut down]

{elaborate on specific alarm sequences}

Alarm is a virtual point created by a DO / DI proof micro block in the ALC logic

VSD Pass

-VFD-1 Fault

24Dobinson,PCA

Configured the system to cause an alarm condition {describe how this is done}

Test Description




VSD Pass

-VFD-2 Fault

25Dobinson,PCA


Test Description




VSD Pass

-VFD-2 Fault

26Dobinson,PCA


Test Description

10/30/2013 Hot Water Pressure TransmitterSensor 1-pt Check Point calibration OK.Pipe Pass

- -

27Dobinson,PCA


Test Description

Page 5 of 6


Fee Proposal and Agreement


Proposed Form of Agreement Sample Provide a proposed Form of Agreement Between Owner and Building Commissioning Provider Organization, proposed terms and conditions, and a statement of insurance coverage(s) to be carried by the Commissioning firm – Attached below is a sample agreement that we have used for previous projects.

1 of 6

AGREEMENT FOR CONSULTING AND PROFESSIONAL SERVICES BETWEEN

CLIENT AND

FACILITY DYNAMICS ENGINEERING CORPORATION THIS AGREEMENT (“Agreement”) for Consulting and Professional Services, (together with the Attachments hereto) is dated and effective as of DATE (the “Effective Date”), is hereby made and entered into by and between CLIENT (hereinafter “Client”), and Facility Dynamics Engineering Corporation, a Maryland corporation, (hereinafter “Consultant”) (each a “Party” and collectively, the “Parties”). For and in consideration of the mutual covenants and agreements contained herein, the Parties agree as follows: 1. SERVICES TO BE RENDERED Consultant agrees to undertake and perform certain consulting services (“Services”) in accordance with the terms and conditions contained herein, as set forth in the Scope of Services annexed as Attachment A. 2. PAYMENTS FOR SERVICES (a) Client shall pay Consultant for the performance of the Services as identified and defined in Attachment B. Consultant shall be responsible for all reporting and payment obligations with respect to Consultant’s personnel relating to worker’s compensation insurance, Social Security, state and federal unemployment insurance, medical-hospital insurance, salary continuation insurance, pension plan costs and other employee benefit programs.

(b) Consultant shall invoice Client for the Services on a monthly basis. Payment terms will be 100% net forty-five (45) days on all invoiced amounts. Client shall notify Consultant within five (5) business days after receipt of an invoice if it disputes all or some portion of the invoice. Client and Consultant shall promptly attempt to obtain a resolution of any dispute. Client may withhold payment of only that portion of an invoice disputed by Client in good faith until the dispute has been resolved. Client will pay the undisputed portion of Consultant’s invoice net forty-five (45) days. (c) In the event Consultant has not received payment of an amount due from Client within sixty (60) days, Consultant may suspend performance of Services on five (5 days) written notice to Client. If past-due amounts are not received within 90 days, Consultant may terminate the Agreement on written notice to Client. The termination will be treated as a termination for convenience under Section 5(a) and Consultant may proceed immediately to recover all amounts due from Client. 3. CONFIDENTIALITY For a period commencing with the disclosure of any confidential information under this Agreement and ending on the second anniversary such disclosure was first made, Consultant and Client each agree not to disclose to third parties, including also subcontractors and vendors, any information that is identified as confidential in writing on the materials made available to the other Party hereunder (or, if not in writing, which is reduced to writing and identified thereon as confidential within fifteen (15) days following first disclosure) without: (1) the prior written consent of the disclosing Party, and (2) fulfilling such conditions as the disclosing Party may reasonably prescribe. This shall include such information received from a Party or from such Party’s subcontractors, agents, or suppliers. The above restrictions shall not apply with respect to:

a. information which at the time of disclosure is generally available to the public;

b. information which after disclosure becomes generally available to the public by publication or otherwise other than as a result of a violation of this Article;

c. written information which was in the Party's possession prior to first disclosure hereunder and which was not acquired under an obligation of confidentiality directly or indirectly from the disclosing Party;

d. information received by the Party after the time of first disclosure hereunder from a third party without notice to the receiving Party of any obligation of confidentiality or other restrictions with respect to use thereof; or

e. information which is independently developed by the receiving Party hereunder,

f. information which is required by appropriate legal authority to be disclosed (but only to the extent of such requirement).

Client and Consultant agree that in the event of a breach of the confidentiality provisions in this Article 3, the disclosing Party shall be entitled to equitable relief, including injunctive relief and specific performance.

4. RESPONSIBILITY FOR SERVICES Consultant warrants that it will perform the Services in a professional and workmanlike manner. This warranty is exclusive and in lieu of all other warranties, whether statutory, express or implied, including warranties of fitness for particular purpose and those arising from course of dealing and usage of trade. Client’s remedies for Consultant’s failure to perform the Services as warranted are to: (a) notify Consultant in writing of the specific failure to perform the Services in a professional and workmanlike manner; (b) terminate Consultant’s provision of Services as provided in Section 14; (c) withhold the final payment due Consultant under the Agreement; and (d) pursue other legal remedies available to client as a result of the failure to perform. 5. QUALITY ASSURANCE The performance by Consultant of any quality assurance, vendor assurance, project management, construction management, or other third party supervisory or advisory services as part of Consultant’s Services shall not constitute an assumption by Consultant of the obligations of Client or its other contractor, vendors or suppliers. In the absence of any negligence on the part of the Consultant in performing the Services, Client shall defend Consultant against any claim, suit or proceeding asserted by one of its other contractors, vendors or suppliers or their lower tier contractors, vendors or supplier and indemnify, defend and save Consultant harmless from liability for any loss sustained by any such contractor, vendor or supplier in connection with any such quality assurance, vendor assurance, project management, construction management, or other third party supervisory or advisory services. 6. INSURANCE Consultant shall effect and maintain during the performance of Services the following insurance coverages:

2 of 6

a) Workers’ Compensation for statutory limits in compliance with the applicable state and federal laws, and Employer’s Liability with a limit of $1,000,000;

b) Comprehensive General Liability with a combined single limit of $1,000,000 per occurrence and $2,000,000 in the aggregate;

c) Automobile Liability Insurance with a combined single limit of $1,000,000 for bodily injury and property damage with respect to vehicles either owned, non-owned, and leased by Consultant in the performance of Services under the Agreement.

d) Professional Liability insurance with a per claim limit of $3,000,000.00 and an aggregate limit of $3,000,000.00.

If requested, Consultant shall each furnish a duly executed certificate of insurance to Client indicating that policies with respect to the aforementioned insurance have been issued and that such policies contain provisions regarding prior notification of cancellation. Consultant and Client each waive all rights of recovery against a loss occurring to property of the other, to the extent that such waivers do not invalidate the property insurance of either. Client shall also ensure for Consultant’s benefit that any waiver of rights of recovery for loss or damage extended to Client under its prime construction management contract for the project in connection with which Client has retained Consultant’s Services extends equally in favor of Consultant. 7. INDEMNITY Consultant shall indemnify, defend and save Client, its officers, directors, employees affiliates harmless from any loss, cost or expense claimed by third parties for property damage and/or bodily injury, including death, to the extent such loss, cost or expense arises from the negligence or willful misconduct of Consultant, its employees or affiliates in connection with the Services. The Parties agree that the term “third party property” as used in this paragraph does not apply to the property of any party that is a participant in the project in connection with which Consultant is to perform its Services under this Agreement. Client shall indemnify, defend and save Consultant, its officers, directors, employees affiliates harmless from any loss, cost or expense claimed by third parties for property damage and/or bodily injury, including death, to the extent such loss, cost or expense arises from the negligence or willful misconduct of Client its employees or affiliates in connection with the Services. The indemnity and save harmless obligations of Consultant and Client under this Article 7 shall not apply with respect to any radioactive, hazardous, polluted, toxic, or contaminated substances or materials, as Consultant’s and Client obligations with respect thereto are set forth in Article 10. 8. WAIVER OF CONSEQUENTIAL DAMAGES Notwithstanding any other provision to the contrary in this Agreement, neither Client nor Consultant shall be liable, whether based on contract, tort, negligence, strict liability, warranty, indemnity, error and omission or any other cause whatsoever, for any consequential, special, incidental, indirect, punitive or exemplary damages, or damages arising from or in connection with loss of use, loss of revenue or profit (actual or anticipated), cost of capital, or claims of Client’s customer or other contractors, and Consultant hereby releases Client and Client hereby releases Consultant from any such liability; provided, however, that the limitation of liability in this Article 8 shall not apply with respect to Client’s indemnity and save harmless obligations to Consultant under Article 10, and shall not

affect Client’s obligation to pay Consultant as required under this Agreement for performance of the Services. 9. HAZARDOUS SUBSTANCES Notwithstanding any other provision to the contrary in this Agreement, Client shall indemnify, defend and save Consultant and its affiliates, consultants, agents, subcontractors and suppliers of any tier, and any and all employees, officers, directors of any of the foregoing, if any, from and against any and all claims (including, without limitation, all penalties, attorney’s fees, fines and administrative or civil sanctions arising out of or related to such claim), losses, costs, expenses, judgments, damages (including incidental, consequential, indirect and special damages), penalties, and liabilities of any kind or nature whatsoever (collectively “Losses”), suffered as a result of, or arising out of, or in connection with, the performance of the Services and relating to the regulation and/or protection of the environment, including, without limitation, Losses incurred in connection with characterization, handling, transportation storage, removal, remediation, disturbance or disposal of radioactive, hazardous, polluted, toxic, or contaminated substances and materials, whether above or below ground and not introduced to a Client site or other proposed project site by Consultant in the performance of the Services without Client’s approval.

Consultant shall indemnify, defend and save Client harmless from and against any direct loss or liability sustained by Client to the proportionate extent such loss or liability arises from Consultant’s negligence or willful misconduct in the handling of any hazardous waste, hazardous or toxic substance, pollution or contamination, but only when such hazardous waste, hazardous or toxic substance, pollution or contamination is brought to or created on a Client site or other proposed project site by Consultant in the performance of the Services and not at the direction of Client.

Client shall at all times retain exclusive control over and final approval of and shall be solely responsible for evaluation, implementation and all other decisions relating to environmental laws, rules and regulations and the characterization, removal, remediation, transportation, disturbance or disposal of radioactive, hazardous, polluted, toxic, or contaminated substances and materials, whether above or below ground.

10. CHANGES The Parties may from time to time by mutual agreement seek to modify the Services, or may as provided herein be required to equitably adjust Consultant’s compensation or schedule for performance of the Services or Consultant’s other obligations under the Agreement. Any such modification or equitable adjustment shall be effected by the Parties by way of a written amendment to the Agreement.

11. INDEPENDENT CONSULTANT Consultant is an independent contractor. Neither Consultant, nor any of its employees, are or shall be deemed to be agents or employees of Client or the owner of the project in connection with which Client has retained Consultant’s Services. Consultant has sole authority and responsibility to employ, discharge or otherwise control its employees. 12. OWNERSHIP OF DOCUMENTS

All deliverables prepared by Consultant pursuant to this agreement (Work Product) are considered works made for hire and shall become the property of the Client upon payment to Consultant. Consultant

3 of 6

may retain copies of the original documents for their use. Client may use such work product for other purposes with Consultant’s written consent. Consultant retains full ownership and intellectual property rights in any background technology that may be used to produce the Work Product. 13. TERMINATION/SUSPENSION Client shall have the right to terminate this Agreement prior to completion of the Services after delivery of fifteen (15) days written notice to Consultant, in which event, Client shall pay Consultant all amounts for Services performed up to the effective date of termination, except if termination is due Consultant’s failure to perform the Services as warranted as provided in Article 4. Client’s right to terminate Consultant’s performance of Services prior to their completion is as provided in Article 4 and Article 13. Client may, at any time, suspend performance of all or any part of the Services by giving five (5) days written notice to Consultant. Such suspension may continue for a total cumulative aggregate period of up to thirty (30) calendar days after the effective date of suspension during which period Client may request, in writing, Consultant to resume performance of the Services. If, at the end of said thirty (30) day period, Client has not required a resumption of the Services, that portion of the Services which has been under such suspension may then automatically be deemed terminated by Consultant unless Client and Consultant have agreed in writing to a further extension of the suspension period. If a suspension of Services by Client delays Consultant’s performance of any of the Services or any of its other obligations under the Agreement, or increases Consultant’s costs of performance, the Agreement will, prior to Consultant’s resumption of performance of Services, be equitably adjusted by Project Release to extend Consultant’s time for performance of the delayed Services or other obligations sufficient to overcome the effects of such delay and/or to increase Consultant’s compensation to reflect its increased costs of performance. 14. FORCE MAJEURE Any delay or failure of Consultant in performing its required obligations hereunder shall be excused if and to the extent such delay or failure is caused by a Force Majeure Event. A “Force Majeure Event” means an event due to any cause or causes beyond the reasonable control of Consultant and shall include, but not be limited to, acts of God, strike, labor dispute fire, storm, flood, windstorm, unusually severe weather, sabotage, embargo, terrorism, energy shortage, accidents or delay in transportation, accidents in the handling and rigging of heavy equipment, explosion, riot, war, court injunction or order, delays by acts or orders of any governmental body or changes in laws or government regulations or the interpretations or application thereof or the acts or omissions of the Client or its other contractors, vendors or suppliers. In the event of a Force Majeure Event, Consultant shall receive an equitable adjustment extending Consultant’s time for performance for such Services sufficient to overcome the effects of any delay, and an increase(s) to Consultant’s compensation sufficient to account for any increased cost in performance or loss or damage suffered by Consultant.

15. GENERAL a) Client and Consultant each represent and warrant that this

Agreement has been duly authorized, executed and delivered and constitute its binding agreement enforceable against it. This Agreement supersedes all prior written and/or oral contracts and agreements that may have been made or entered into between Client and Consultant regarding the subject matter hereof, including but not limited to any and all proposals, oral or

written, and all communications between the Parties relating to this Agreement, and constitutes the entire agreement between the Parties hereto with respect to the subject matter hereof.

b) Neither this Agreement, nor any rights or obligations under it,

may be assigned by Consultant or Client in any way, including by operation of law, unless otherwise mutually agreed to in writing, any such attempted non-authorized assignment shall be null and void and of no force or effect.

c) Notices shall be effective hereunder as follows only if in writing

and addressed to the person designated in this provision: (1) upon delivery, if delivered personally to the person; (2) upon transmission, if transmitted to the facsimile number of the person; and (3) upon posting, if by first class or overnight mail (postage prepaid). The persons for each Party to whom notices are to be delivered are as follows:

CLIENT . Facility Dynamics Engineering Name Title

J. Jay Santos, P.E. President

Address

6760 Alexander Bell Drive Suite 200 Columbia, MD 21046

Ph: Fax:

Ph: 410-290-0900 Fax: 410-290-0901

d) This Agreement shall in all respects be governed by and

construed in accordance with the laws of the State of Maryland including with respect to all matters of construction, validity and performance, without giving effect to any choice of law rules thereof which may direct the application of the laws of another jurisdiction.

e) The terms and conditions of this Agreement shall prevail,

notwithstanding any variance with any purchase order or other written instrument submitted by Client whether formally rejected by Consultant or not. This Agreement may be modified only by amendment when signed by each Party. In the event that any one or more of the provisions of this Agreement shall be found to be illegal or unenforceable, the remaining provisions of this Agreement shall remain in full force and effect, and such term or provision shall be deemed stricken to the extent and in the jurisdictions necessary for compliance with applicable law.

f) Nothing in this Contract shall be construed to give any rights or

benefits to anyone other than the Client or Consultant. g) The headings in this Agreement are for convenience only, and

shall not affect the interpretation hereof. h) The provisions under Articles 3, 4, 7, 8, 9, and 14 and any other

provisions of this Agreement providing for limitation of or protection against liabilities between the Parties hereto shall survive termination of the Agreement and/or completion of the Services hereunder.

i) It is understood and agreed that any delay, waiver or omission

by Consultant or Client to exercise any right or power arising from any breach or default by Client or Consultant in any of the terms, provisions or covenants of this Agreement shall not be construed to be a waiver by Consultant or Client of any subsequent breach or default of the same or other terms, provisions or covenants on the part of Consultant or Client.

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16. ATTACHMENTS Attachments A and B, which are attached hereto, are incorporated by reference into this Agreement as if fully set forth herein.

Attachment A – Scope of Services/Proposal Attachment B – Consultant’s Compensation IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be duly executed by their duly authorized representatives, effective as of the day and year first above mentioned.

CLIENT

By:

Name:

Title:

FACILITY DYNAMICS ENGINEERING CORPORATION

By:

Name: J. Jay Santos, P.E.

Title: President

ATTACHMENT A

SCOPE OF SERVICES

ATTACHMENT B

CONSULTANT’S COMPENSATION Client shall pay Consultant for services rendered a lump sum fee of $XX,XXX as outlined in the table below.

TASK ITEM FEES TOTAL

TOTAL

-------End of Attachment B-----


Fee Proposal Information

1) Submit a Lump Sum Fee Proposal in the following format:

Facility Dynamics Engineering (FDE) proposed to provide Building Commissioning services to the State College Area School District for the High School construction project based on the Scope of Work described in Part B of this Request for Proposal and the Form of Agreement and its terms and conditions attached to the Proposal, for a fixed fee of: $275,661

2) In addition to the above referenced services, an additional fee is proposed to complete the Building Envelope Commissioning services, also described in Part B of this Request for Proposal as follows:

$61,451 (includes 5% management fee, complete building envelope Cx proposal available for review)

3) Provide a breakdown of the Lump Sum Fee Proposal, stating proposed sampling rates for each system as detailed in Scope of Work Systems to be Commissioned and detailing number of site visits, tasks, hours and costs for the following phases:

a. Design Phase b. Construction Phase 1 – New c. Construction Phase 2 – New/Renovation d. Construction Phase 3 – North construction e. Warranty/Acceptance Phase

See breakdown sheet with three (3) detailed estimates following the first page below

4) Provide a Fee Schedule of Hourly Rates used to calculate the above fees that will be used for any Additional Services that may be required on the project Please see hourly rates located at the top of each estimate page below

5) Reimbursable Expenses: The proposed Lump Sum Fee should include all reimbursable

expenses. The Commissioning Provider Organization will not be reimbursed for the following: - Accounting - Telecommunications and Postage - Mileage, Transportation and Parking - Travel Expenses - Photocopying and Office Supplies

Included in lump sum pricing

Facility Dynamics Engineering

Summary Sheet based on FEE requirementsFrom Page 10 of 11 in RFP section 3

Design $16,315

Construction Phase 1 $115,876

Construction Phase II $39,846

Construction Phase III $75,180

Warranty Phase $28,444from Phase 1 Estimate

Total $275,661Reimburseable Expenses included above

Building Envelope $61,451with Added 5%OptionalDetailed Estimates for each of the 3 Construction Phases are broken down attached

State College High School ProjectMulti Phase, Part New, Part Renovation Enhanced

Enhanced annual

Phase I 3%

Completion 2018-Complete Project

Description Yearly Rate /

Factory Rep On-Site (fill) Admin. [$/hr]

Field Tech [$/hr]

Field MechEng

[$/hr]

Snr MechEng

[$/hr]

Snr ElecEng

[$/hr]Prin Eng

[$/hr] Lump Sum Qty Total $ % $

Site Days Hours

2015 $46 $129 $139 $155 $144 $175 $160,635 81.9 11412016 $48 $133 $143 $159 $149 $180 2017 $49 $137 $148 $164 $153 $186 2018 $51 $141 $152 $169 $158 $191

Design 2019 $52 $145 $157 $174 $162 $197 $47,936

Task 1 - Cx Plan /Spec& General Proj. Management 2015 $46 $129 $139 $155 $144 $175 $16,315 10% 5Initial Meeting with A&E and Owner (Scoping Meeting) 8 1 $1,236 1 8

$0 0 0Develop Cx Specs 8 4 1 $1,813 12Develop Draft Cx Plan 8 4 1 $1,813 1250% reviews & Meeting 12 8 1 $3,008 1 2095% reviews & Meeting 16 8 1 $3,626 1 24100% reviews and Meeting 8 4 1 $1,813 1Attend Cx Coordination meetings 0 $0 Assist Owner with Document OPR, Review BOD, DI 12 8 1 $3,008 1 20Task 2 Constuction Phase 2015 $46 $129 $139 $155 $144 $175 $20,785 8Bid Phase meeting $0 0Periodic Project Meeting Attendance Before Acceptance Phase 8 6 $7,416 6 48

$0 0Update Const Cx Plan 8 2 1 $1,524 10Plan/Conduct/Document Cx Kickoff Meeting 8 1 $1,236 1 8Maintain Corrective Action Log 4 8 8 8 1 $4,017 24Schedule/Document TAB Coordination Meeting 4 1 $556 1 4 Final Cx Report Development 4 16 8 8 1 $4,800 32Contingency Engineering $0 0 Overall Cx Project Management 0 8 1 $1,236 8

2015 $46 $129 $139 $155 $144 $175 Task 3 - Submittal Review $10,836 7%

$0 0 Review Key HVAC/Electical Equipment Submittals 8 24 16 1 $7,128 48 Review HVAC/Control Submittals (100%) 24 1 $3,708 24

$0 0

PER PHASE 2016 $48 $133 $143 $159 $149 $180 Task 4 - Construction Inspections/Start-ups $17,908 11% 8Develop/Distribute Prefunctional tests and checklists 12 4 4 1 $2,949 20Review pipe cleaning, flushing, hydrostatic & duct pressure testing reports 8 2 $2,292 2 16 Review HVAC/Mechanical/Electrical Start-ups 16 6 1 $3,183 22 Review HVAC/Controls Start-ups 8 1 $1,146 8 Pre-Cx Inspections/Site Visits 8 1 $1,146 1 8Attend Start-ups 16 16 8 1 $6,026 5 40Review Equipment Warranties 4 4 1 $1,167 PER PHASE 2017 $49 $137 $148 $164 $153 $186

Task 5 - Functional Performance Tests - Div 16 - Electrical/Fire/Lighting/Specialty Systems (Coordinate/Witness/Document) $17,823 11% 13.5 General development - detailed FPTs and test plans 8 1 $1,188 8 Review short circuit and coordination plan 4 1 $594 4 Spot check power system testing on cable work, switchgear, generators, grounding, lightning protection and power distribution system 4 1 $594 0.5 4 Coordinate/Witness FPT Commercial Power System (General) 8 1 $1,188 1 8 Coordinate/Witness FPT Emergency Power Supply Systems (EPSS) $0 0 0 Coordinate/Witness FPT Emergency Generators and ATS's along with Parralel 16 2 $4,753 4 32 Coordinate/Witness FPT Lighting/Controls System 24 1 $3,565 3 24 Coordinate/Witness Communications Systems 16 1 $2,376 2 16 Coordinate/Witness Fire Alarm System integration to HVAC 16 1 $2,376 2 16 Retesting allowance 8 1 $1,188 1 8Quantities from Stan

PER PHASE 2017 $49 $137 $148 $164 $153 $186

Task 6 - Functional Performance Tests - HVAC/Controls/Mechanical Systems (Coordinate/Witness/Document) $68,065 42% 41.44 General development - detailed FPTs and testing plans 12 12 1 $3,849 24 Review TAB reports, select 10% sample 12 12 1 $3,512 3 24

All PhasesLEED Enhanced

$0 0 0

HVAC Equipment/Systems FPTsUnitary/Hydronic

FPT Sump Pumps (100% sample of 2) 0.5 2 $152 0.125 1FPT Pumps (100% sample of 12) 1 12 $1,823 1.5 12FPT Unit Heaters (25% sampling of 44) 0.5 11 $774 0.0625 5.5

$0 0 0$0 0 0

AHU/Terminal BoxesFPT Outside Air Handling Units (100% sample of 3) 8 3 $3,647 3 24FPT Rooftop Air Handling Units (100% sample of 8) Separate areas 6 8 $7,293 6 48Energy Recovery Units (100% sampling of 3) 6 3 $2,735 2.25 18

$0 0 0FPT Exhaust Fans (25% sample of 12) 0.5 3 $211 0.0625 1.5FPT Ductless Splits (100% sample of 2) IT Rooms 1 2 $281 0.125 2FPT Geothermal HP's (Sampling 25% of 190) 1.5 48 $10,130 0.1875 72FPT VRF Condensors (100% sampling of 5) 4 5 $3,039 2.5 20FPT VRU, FCU's (25% sampling of 50) 1 17 $2,392 0.125 17

$0 0 0$0 0 0

Distribution Systems 0 0FPT DHW System Boilers Phase 1 4 2 $1,216 1 8FPT Geothermal Loop 16 1 $2,431 2 16Primary Secondary Distribution 12 1 $2,026 1.5 12

0 0Central Plant 0 0

FPT Boilers (100% sample of 4) 4 4 $2,701 2 16Open Loop Cooling Tower 4 2 $1,351 1 8FPT Plate and Frame HX (100% sample of 2) 4 2 $1,351 1 8

$0 0 00 0

Other 0 0FPT Kitchen Make Up Air Phase 2 4 2 $1,216 1 8FPT Kitchen Exhaust Phase 2 4 2 $1,216 1 8Refrigeration Systems Phase 2 8 1 $1,216 1 8Fire Protection 8 1 $1,216 1 8Service Water including rainwater harvesting 16 1 $2,431 2 16

$0 0 0$0 0 0

BMS/Controls FPTs 0 0 Design/Analyze Trends x 8 8 1 $2,566 2 16 Check Standalone Capability of Controllers x 8 1 $1,216 1 8 Verify EMS Interface, Software, Graphics, and Functions x 8 8 1 $2,341 2 16 Check Network Communications Capability x 4 1 $608 0.5 4

x $0 0 0Check of Miscellaneous Points x 4 1 $563 0.5 4

0 Retesting allowance x 8 8 1 $2,566 2 16

2017 $49 $137 $148 $164 $153 $186 Task 7- Training Coordinatio, O&M Manual Review, Systems Manual $21,151 13%

$0 0Review O&M Manuals 12 8 4 1 $3,562 24Develop Systems Manual 32 12 12 1 $8,523 56Review & Video Training 8 16 4 $5,000 1 $9,065 28

$0 0

2018 $51 $141 $152 $169 $158 $191 Task 8 - Warranty Phase $7,293 5% 6

$0 0Warranty Phase Site Visit 8 8 8 1 $3,737 3 24Opposite Season Testing 8 8 1 $2,341 2 16Interview Staff to discuss Issues 8 1 $1,216 1 8

Task 8 - Travel/Reimbursables $9,203 6%Mileage from PA Crew $104 68 $7,032 York Electrical Crew $127 14 $1,771

$0 Reproduction $200 Phone $200

82

Design $160,635

Total Fee $160,635


Enhanced annual

Phase II 3%



Factory Rep On-Site (fill)

Admin. [$/hr]

Field Tech [$/hr]

Field MechEng

[$/hr]

Snr MechEng

[$/hr]

Snr ElecEng

[$/hr]Prin Eng


Site Days

2015 $46 $129 $139 $155 $144 $175 $39,846 20.32016 $48 $133 $143 $159 $149 $180 2017 $49 $137 $148 $164 $153 $186 2018 $51 $141 $152 $169 $158 $191

Design 2019 $52 $145 $157 $174 $162 $197

Task 1 - Cx Plan /Spec& General Proj. Management 2015 $46 $129 $139 $155 $144 $175 $0 0% 0Initial Meeting with A&E and Owner (Scoping Meeting) 8 $0

$0 Develop Cx Specs 12 8 $0 Develop Draft Cx Plan 12 8 $0 50% reviews & Meeting 12 8 $0 95% reviews & Meeting 16 8 $0 100% reviews and Meeting 8 4 $0 Attend Cx Coordination meetings (2 budgeted) 8 $0 Assist Owner with Document OPR, Review BOD, DI 8 4 $0

Task 2 Constuction Phase 2015 $46 $129 $139 $155 $144 $175 $10,211 4Bid Phase meeting 8 $0 Periodic Project Meeting Attendance Before Acceptance Phase 8 4 $4,944 4

$0 Update Const Cx Plan 8 2 $0 Plan/Conduct/Document Cx Kickoff Meeting 8 $0 0Maintain Corrective Action Log 4 8 8 8 $0 Schedule/Document TAB Coordination Meeting 4 $0 Final Cx Report Development 4 16 8 8 $0 Contingency Engineering $0 Overall Cx Project Management 0 8 1 $1,236

2015 $46 $129 $139 $155 $144 $175 Task 3 - Submittal Review $0 0%

$0 Review Key HVAC/Electical Equipment Submittals 8 24 16 $0 Review HVAC/Control Submittals (100%) 24 $0

$0

PER PHASE 2016 $48 $133 $143 $159 $149 $180 Task 4 - Construction Inspections/Start-ups $4,031 10% 2Develop/Distribute Prefunctional tests and checklists 12 4 4 $0 Review pipe cleaning, flushing, hydrostatic & duct pressure testing reports 8 1 $1,146 1 Review HVAC/Mechanical/Electrical Start-ups 4 4 1 $1,167 Review HVAC/Controls Start-ups 4 1 $573 Pre-Cx Inspections/Site Visits 8 1 $1,146 1Attend Start-ups 16 16 8 $0 0Review Equipment Warranties 4 4 $0 PER PHASE 2017 $49 $137 $148 $164 $153 $186

Task 5 - Functional Performance Tests - Div 16 - Electrical/Fire/Lighting/Specialty Systems (Coordinate/Witness/Document) $5,941 15% 4.5 General development - detailed FPTs and test plans 4 1 $594 Review short circuit and coordination plan 4 $0 Spot check power system testing on cable work, switchgear, generators, grounding, lightning protection and power distribution system 4 $0 0 Coordinate/Witness FPT Commercial Power System (General) 8 1 $1,188 1 Coordinate/Witness FPT Emergency Power Supply Systems (EPSS) 16 $0 0 Coordinate/Witness FPT Emergency Generators and ATS's along with Parralel 4 $0 0 Coordinate/Witness FPT Lighting/Controls System 16 1 $2,376 2 Coordinate/Witness Fire Alarm System integration to HVAC 8 1 $1,188 1 Retesting allowance 4 1 $594 0.5Quantities from Stan

PER PHASE 2017 $49 $137 $148 $164 $153 $186

Task 6 - Functional Performance Tests - HVAC/Controls/Mechanical Systems (Coordinate/Witness/Document) $21,106 53% 9.75 General development - detailed FPTs and testing plans 12 12 1 $3,849 Review TAB reports, select 10% sample 6 6 1 $1,756 0.75

$0 0


0HVAC Equipment/Systems FPTs 0

Unitary/Hydronic 0FPT Sump Pumps (100% sample of 2) 0.5 $0 0FPT Pumps (100% sample of 12) 1 $0 0FPT Unit Heaters (100% sampling of 12) WAG 0.5 $0 0

$0 0$0 0

0AHU/Terminal Boxes 0

FPT Outside Air Handling Units (100% sample of 3) 8 $0 0FPT Rooftop Air Handling Units (100% sample of 2) Separate areas 6 2 $1,823 1.5Energy Recovery Units (100% sampling of 3) 6 $0 0

$0 0FPT Exhaust Fans (25% sample of 12) 0.5 4 $281 0FPT Ductless Splits (100% sample of 2) IT Rooms 1 $0 0FPT Geothermal HP's (Sampling 25% of 20) 1.5 5 $1,055 0FPT VRF Condensors (100% sampling of 2) 4 2 $1,216 1FPT VRU, FCU's (25% sampling of 33) 1 9 $1,266 0

$0 0$0 0

Distribution Systems 0FPT DHW System Boilers Phase 1 4 $0 0FPT Geothermal Loop 16 $0 0Primary Secondary Distribution 12 $0 0

0Central Plant 0

FPT Boilers (100% sample of 4) 4 $0 0Open Loop Cooling Tower 4 $0 0FPT Plate and Frame HX (100% sample of 2) 4 $0 0

$0 00

Other 0FPT Kitchen Make Up Air Phase 2 4 $0 0FPT Kitchen Exhaust Phase 2 4 $0 0Refrigeration Systems Phase 2 8 $0 0Fire Protection Phase 3 8 $0 0Service Water including rainwater harvesting Phase 3 16 $0 0

$0 0$0 0

BMS/Controls FPTs 0 Design/Analyze Trends x 8 8 1 $2,566 2 Check Standalone Capability of Controllers x 8 1 $1,216 1 Verify EMS Interface, Software, Graphics, and Functions x 8 8 1 $2,341 1 Check Network Communications Capability x 4 1 $608 0.5

x $0 0Check of Miscellaneous Points x 4 1 $563 0

0 Retesting allowance x 8 8 1 $2,566 2

2017 $49 $137 $148 $164 $153 $186 Task 7- Training Coordinatio, O&M Manual Review, Systems Manual $0 0%

$0 Review O&M Manuals 12 8 4 $0 Develop Systems Manual 4 16 40 12 $0 Review & Video Training 8 16 4 o

$0

2018 $51 $141 $152 $169 $158 $191 Task 8 - Warranty Phase $0 0% 0

$0 Warranty Phase Site Visit 8 8 8 0 $0 Opposite Season Testing 8 8 0 $0

Task 8 - Travel/Reimbursables $2,588 6%Mileage from PA Crew $104 16 $1,682 York Electrical Crew $127 4 $506

$0 Reproduction $200 Phone $200

20

Design $39,846

Total Fee $39,846


Enhanced annual

Phase III 3%



Factory Rep On-Site (fill)

Admin. [$/hr]

Field Tech [$/hr]

Field MechEng

[$/hr]

Snr MechEng

[$/hr]

Snr ElecEng

[$/hr]Prin Eng


Site Days Hours

2015 $46 $129 $139 $155 $144 $175 $75,180 42.1 4682016 $48 $133 $143 $159 $149 $180 2017 $49 $137 $148 $164 $153 $186 2018 $51 $141 $152 $169 $158 $191

Design 2019 $52 $145 $157 $174 $162 $197

Task 1 - Cx Plan /Spec& General Proj. Management 2015 $46 $129 $139 $155 $144 $175 $0 0% 0Initial Meeting with A&E and Owner (Scoping Meeting) 8 $0 0

$0 0Develop Cx Specs 12 8 $0 0Develop Draft Cx Plan 12 8 $0 050% reviews & Meeting 12 8 $0 095% reviews & Meeting 16 8 $0 0100% reviews and Meeting 8 4 $0 Attend Cx Coordination meetings (2 budgeted) 8 $0 Assist Owner with Document OPR, Review BOD, DI 8 4 $0

Task 2 Constuction Phase 2015 $46 $129 $139 $155 $144 $175 $23,466 4Bid Phase meeting 8 $0 0Periodic Project Meeting Attendance Before Acceptance Phase 8 4 $4,944 4 32

$0 0Update Const Cx Plan 8 2 $0 0Plan/Conduct/Document Cx Kickoff Meeting 8 $0 0 0Maintain Corrective Action Log 4 8 8 8 $0 0Schedule/Document TAB Coordination Meeting 4 $0 0 Final Cx Report Development 4 16 8 8 $0 0Contingency Engineering $0 0 Overall Cx Project Management 8 16 1 $3,584 24

2015 $46 $129 $139 $155 $144 $175 Task 3 - Submittal Review $0 0%

$0 0 Review Key HVAC/Electical Equipment Submittals 8 24 16 $0 0 Review HVAC/Control Submittals (100%) 24 $0 0

$0 0

PER PHASE 2016 $48 $133 $143 $159 $149 $180 Task 4 - Construction Inspections/Start-ups $14,937 20% 9Develop/Distribute Prefunctional tests and checklists 12 4 4 $0 0Review pipe cleaning, flushing, hydrostatic & duct pressure testing reports 8 2 $2,292 2 16 Review HVAC/Mechanical/Electrical Start-ups 16 6 1 $3,183 22 Review HVAC/Controls Start-ups 8 1 $1,146 8 Pre-Cx Inspections/Site Visits 8 2 $2,292 2 16Attend Start-ups 16 16 8 1 $6,026 5 40Review Equipment Warranties 4 4 $0 PER PHASE 2018 $51 $141 $152 $169 $158 $191

Task 5 - Functional Performance Tests - Div 16 - Electrical/Fire/Lighting/Specialty Systems (Coordinate/Witness/Document) $9,506 13% 7.5 General development - detailed FPTs and test plans 4 1 $594 4 Review short circuit and coordination plan $0 0 Spot check power system testing on cable work, switchgear, generators, grounding, lightning protection and power distribution system $0 0 0 Coordinate/Witness FPT Commercial Power System (General) 8 1 $1,188 1 8 Coordinate/Witness FPT Emergency Power Supply Systems (EPSS) 16 1 $2,376 2 16 Coordinate/Witness FPT Emergency Generators and ATS's along with Parralel $0 0 0 Coordinate/Witness FPT Lighting/Controls System 16 1 $2,376 2 16 Coordinate/Witness Fire Alarm System integration to HVAC 8 1 $1,188 1 8 Coordinate/Witness Communications Systems 8 1 $1,188 1 8 Retesting allowance 4 1 $594 0.5 4Quantities from Stan

PER PHASE 2018 $51 $141 $152 $169 $158 $191

Task 6 - Functional Performance Tests - HVAC/Controls/Mechanical Systems (Coordinate/Witness/Document) $31,216 42% 16.56 General development - detailed FPTs and testing plans 12 12 1 $3,849 24 Review TAB reports, select 10% sample 12 12 1 $3,512 1.5 24


$0 0 00

HVAC Equipment/Systems FPTs 0Unitary/Hydronic 0

FPT Sump Pumps (100% sample of 1) 0.5 1 $76 0.0625 0.5FPT Pumps (100% sample of 2) 1 2 $304 0.25 2FPT Unit Heaters (100% sampling of 6) 0.5 6 $422 0 3

$0 0 0$0 0 0

0AHU/Terminal Boxes 0

FPT Outside Air Handling Units (100% sample of 1) 8 1 $1,216 1 8FPT Rooftop Air Handling Units (100% sample of 4) Separate areas 6 4 $3,647 3 24Energy Recovery Units (100% sampling of 1) 6 1 $912 0.75 6

$0 0 0FPT Exhaust Fans (100% sample of 4) 0.5 4 $281 0 2FPT Ductless Splits (100% sample of 2) IT Rooms 1 2 $281 0 2FPT Geothermal HP's (Sampling 25% of 50) 1.5 13 $2,743 0 19.5FPT VRF Condensors (100% sampling of 2) 4 2 $1,216 1 8FPT VRU, FCU's (25% sampling of 12) 1 3 $422 0 3

$0 0 0$0 0 0

Distribution Systems 0 0FPT DHW System Boilers Phase 1 4 $0 0 0FPT Geothermal Loop 16 $0 0 0Primary Secondary Distribution 12 $0 0 0

0 0Central Plant 0 0

FPT Boilers (100% sample of 4) 4 $0 0 0Open Loop Cooling Tower 4 $0 0 0FPT Plate and Frame HX (100% sample of 2) 4 $0 0 0

$0 0 00 0

Other 0 0FPT Kitchen Make Up Air Phase 2 4 $0 0 0FPT Kitchen Exhaust Phase 2 4 $0 0 0Refrigeration Systems Phase 2 8 $0 0 0Fire Protection Phase 3 8 1 $1,216 1 8Service Water including rainwater harvesting Phase 3 16 1 $2,431 2 16

$0 0 0$0 0 0

BMS/Controls FPTs 0 0 Design/Analyze Trends x 8 8 1 $2,566 2 16 Check Standalone Capability of Controllers x 8 1 $1,216 1 8 Verify EMS Interface, Software, Graphics, and Functions x 4 4 1 $1,171 0.5 8 Check Network Communications Capability x 4 1 $608 0.5 4

x $0 0 0Check of Miscellaneous Points x 4 1 $563 0 4

0 0 Retesting allowance x 8 8 1 $2,566 2 16

2018 $51 $141 $152 $169 $158 $191 Task 7- Training Coordinatio, O&M Manual Review, Systems Manual $0 0%

$0 0Review O&M Manuals 12 8 4 $0 0Develop Systems Manual 4 16 40 12 $0 0Review & Video Training 8 16 4 $0 0

$0 0

2018 $51 $141 $152 $169 $158 $191 Task 8 - Warranty Phase $6,078 8% 5

$0 0Warranty Phase Site Visit 8 8 8 1 $3,737 3 24Opposite Season Testing 8 8 1 $2,341 2 16

Task 8 - Travel/Reimbursables $4,914 7%Mileage from PA Crew $104 35 $3,629 York Electrical Crew $127 7 $886

$0 Reproduction Phase 3 $200 Phone $200

42

Design $75,180

Total Fee $75,180

State College Area School District · Facility Dynamics Engineering - Statement of Qualifications 2...

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