OSU East - AHU 4 Replacement

Commissioning Agent Selection Rating Form State of Ohio Standard Forms and Documents F130-08-2015-OCT Publish Date: 9/14/22 Page 1 of 4 Administration of Project: Local Higher Education Project Name OSU East - AHU 4 Replacement Response Deadline 10/07/2022 2:00 PM local time Project Location East Hospital - Main (398) Project Number OSU-210778 City / County Columbus/ Franklin Project Manager Benjamin Trick Owner The Ohio State University Contracting Authority Local Higher Education Delivery Method Design Build - Competitive GMP Prevailing Wages State No. of paper copies requested (stapled, not bound) 0 No. of electronic copies requested on CD (PDF) 1 Submit the Statements of Qualifications (Form F110-330) via email to 330Submittals@osu.edu. In the subject line, include the project number and name for the RFQ you are responding to. See Section H of this RFQ for additional submittal instructions. Submit all questions regarding

this RFQ in writing to Benjamin Trick at trick.11@osu.edu with the project number included in the subject line (no phone calls please). Questions will be answered and posted to Opportunities page on the OFCC website at http://ofcc.ohio.gov on a regular basis until one week before the response deadline. The name of the party submitting a question will not be included on the Q&A document. Project Overview A. Project Description COVID-19 Vaccination Requirements Consistent with university guidelines and the recent federal action plan, all vendor employees, subcontractors and subconsultants identified as embedded within The Ohio State University are required to be fully vaccinated against COVID-19 by December 8, 2021. New vendors who become university vendors after the December 8, 2021 deadline will have 30 days to come into compliance. Definitions and details are located at: https://busfin.osu.edu/sites/default/files/contractorprocesscompliance_25oct2021_final.pdf . In order to obtain Wexner Medical Center badges, vendors must comply with the Wexner Medical Center's vaccine requirements, located at: https://wexnermedical.osu.edu/utility/footer/vendor-interaction. The Ohio State University Wexner Medical Center is looking for interested Criteria AE firms for The Ohio State OSU AHU 4 and 64 replacement project at 181 Taylor Avenue Columbus, Ohio. This project will include replacing AHU 4, AHU 64 and 16 dual duct boxes throughout the tower. All of the new work will be required to be tied into the BAS system with DDC controls. This project is required to deliver asset tagging within a collaborative BIM-enabled environment. The Primary firm submitting for the project will be required to have the expertise capable of meeting this requirement and is responsible to support their subcontractors to meet this requirement. The Asset Tagging Workflow and the OSU PDS Tools can be accessed via the OSU FOD website (https://fod.osu.edu/resources) under Design Guidelines, Specifications, Standards; Specifications and Standards; Building Information Modeling (BIM). B. Scope of Services The objective of commissioning is to provide documented confirmation that a facility fulfills the functional and performance requirements of the building owner, including but not limited to fundamentals contained within Climate Action Plan, The Ohio State University’s Sustainable Design and Construction Policy, and Integrated Energy & Environmental Implementation Strategies. To reach this goal it is necessary for the commissioning process to develop and document the owner’s criteria for system function, performance, and maintainability, as well as, to verify document compliance with these criteria throughout design, construction, start-up, initial operation and seasonal operation. In addition, complete electronic operation and maintenance (O&M) manuals, as well as training on system operations should be provided to the building operators to ensure the building continues to operate as intended. The Commissioning Agent (CxA) will develop the Owner’s Project Requirements (OPR). The University is committed to commissioning this facility to ensure that all systems are well designed, complete and functioning properly upon occupancy and through all seasons, and that staff has adequate system documentation and training. Maximizing energy conservation is a critical component of the design goals to comply with the Sustainable Design and Construction Policy. The CxA will assist in providing design review comments, commissioning related documents to incorporate into the construction documents and a commissioning plan for the project to ensure that the mailto:330Submittals@osu.edu http://ofcc.ohio.gov/ https://busfin.osu.edu/sites/default/files/contractorprocesscompliance_25oct2021_final.pdf https://wexnermedical.osu.edu/utility/footer/vendor-interaction https://fod.osu.edu/resources Request for Qualifications (Commissioning Agent) continued F130-08-2015-OCT Publish Date: 9/14/22 Page 2 of 4 Sustainable Design and Construction Policy requirements of the project are met. The anticipated Building systems to be commissioned include but are not limited to: HVAC equipment and systems, temperature controls, renewable energy systems (if any), electrical, fire alarm, and plumbing. The CxA will be involved from the design phase through warranty phase. The CxA will be responsible for reviewing and thoroughly documenting the Owner’s Project Requirements and providing input on the Basis of Design through reviews and interaction with the Project Engineer, University Architect, University Engineering, Facilities Operations and Development, and the A/E. The primary role of the CxA during the overall design phase is to develop detailed commissioning specifications, and to review design to ensure it meets the Owner’s objectives as well as The Ohio State University’s Sustainable Design and Construction Policy. During construction, the CxA coordinates the execution of a testing plan, which includes observing and documenting all systems’ performance to ensure that systems are functioning in accordance with the Owner’s objectives and the contract documents. The CxA is not responsible for design or general construction scheduling, cost estimating, or construction management, but it may be necessary to assist with problem solving non-conformance issues and deficiencies. The CxA will be required to provide input on the overall master schedule where they are to perform tasks. The selected CxA, as a portion of its required Scope of Services and prior to submitting its proposals, will discuss and clarify with the Owner and/or the Contracting Authority, the cost breakdown of the Consultant Agreement detailed cost components to address the Owner’s project requirements. Participate in the Encouraging Growth, Diversity & Equity (“EDGE”) Program as required by statute and the Agreement. The CxA may be responsible for contracting with an outside firm for independent testing and balancing of systems. The project team (Owner / A/E / CxA / Contractor) will be required to utilize e-Builder, the University’s Project Management System, for all compatible services required by the University. The project shall follow the applicable University Sustainability Standards. https://fod.osu.edu/sites/default/files/div_18.pdf. The Commissioning Agent shall review, comment, and participant in all aspects of the standards applicable to their scope of work. Closeout Services: The closeout for this project is required to be delivered in an electronic cloud-based format using e- Builder Project Management System and adhere to The Ohio State University Project Closeout Standards. The Ohio State University Project Closeout Standards can be accessed via the OSU FOD vender resource website (https://fod.osu.edu/resources) under Post Construction / Close Out. For purposes of completing the Relevant Project Experience Matrix in Section F of the Statement of Qualifications (Form F110-330), below is a list of relevant scope of work requirements for this RFQ: 1. Experience in the operations and troubleshooting of building control systems, and MEP systems 2. Experience in writing commissioning specifications 3. Experience working in active hospitals. For the purpose of the selection of 10 Relevant Projects in Section F of the Statement of Qualification (Form F110-330), projects must have been completed by the Commissioning Firm. C. Funding / Estimated Budget Total Project Cost $3,800,000 State Funding $Dollar Amount Construction Cost $2,900,000 Other Funding $3,800,000 Estimated CxA Fee 1.69% to 1.69% NOTE: The CxA fee percentage for this project includes all professional design services, and consultant services necessary for proper completion of the commissioning services for the successful completion of the project. D. Services Required (see note below) E. Anticipated Schedule Primary MEP CX Professional Services Start 01 / 23 Secondary Construction Notice to Proceed 07 / 23 Substantial Completion of all Work 02 / 24 Professional Services Completed 03 / 24 https://fod.osu.edu/sites/default/files/div_18.pdf https://fod.osu.edu/sites/default/files/div_18.pdf https://fod.osu.edu/resources Request for Qualifications (Commissioning Agent) continued F130-08-2015-OCT Publish Date: 9/14/22 Page 3 of 4 F. EDGE Participation Goal Others Percent of initial TOTAL CxA Fee 5.0% G. Evaluation Criteria for Selection • Demonstrated ability to meet Owner’s project requirements. • Demonstrated ability to meet Owner’s Sustainability Standards: https://fod.osu.edu/sites/default/files/div_18.pdf. • Previous experience compatible with the proposed project (e.g., type, size). • Relevant past work of prospective firm’s proposed consultants. • Past performance of prospective firm and its proposed consultants. • Qualifications and experience of individuals directly involved with the project. • Proximity of prospective firms to the project site. • Proposer’s apparent resources and capacity to meet the needs of this project. Interested CxA firms are required to submit the Commitment to Participate in the EDGE Business Assistance Program form in its Statement of Qualifications (Form F110-330) submitted in response to the RFQ, to indicate its intent to contract with and use EDGE-certified Business Enterprise(s), as a part of the CxA’s team. The Intent to Contract and to Perform and / or waiver request letter and Demonstration of Good Faith Effort form(s) with complete documentation must be attached to the CxA’s Technical Proposal. Both forms can be accessed via the OFCC website at http://ofcc.ohio.gov. The Intent to Contract and to Perform form is again required at the Fee Proposal stage. The EDGE Participation Statement of Intent to Contract and Perform from Section H. Additional Information must also be submitted. Please identify the EDGE-certified Business Enterprises, by name, which will participate in the delivery of the proposed professional services solicited in the RFQ. H. Submittal Instructions Firms are required to submit the current version of Statement of Qualifications (Form F110-330) available via the OFCC website at http://ofcc.ohio.gov. Electronic submittals should be combined into one PDF file saved with the form name, project number listed on the RFQ and your firm’s name (ex. F110-330_OSU-nnnnnn_Firm Name). Use the “print” feature of Adobe Acrobat or similar software for creating a PDF rather than using a scanner. If possible, please reduce the file size of the PDF. In Acrobat, go to Advanced, then PDF Optimizer. Statements of Qualifications must be submitted electronically by email. Submittals are limited to one email with a maximum file size of 25 MB. Firms are requested to identify professional registrations, memberships, and any other appropriate design and construction industry credentials. Identify that information on the resume page for individual in Block 22, Section E of the F110-330 form. https://fod.osu.edu/sites/default/files/div_18.pdf http://ofcc.ohio.gov/ http://ofcc.ohio.gov/ Commissioning Agent Selection Rating Form State of Ohio Standard Forms and Documents F130-08-2015-OCT Publish Date: 9/14/22 Page 4 of 4 Project Name OSU East - AHU 4 Replacement Proposer Firm Project Number OSU-210778 City, State, Zip Selection Criteria Value Score 1. Primary Firm Location, Workload and Size (Maximum 10 points) Less than 50 miles 5 50 miles to 100 miles 2a. Proximity of firm to project site More than 100 miles 0 Less than $200,000 2 $200,000 to $1,000,000 1b. Amount of fees awarded by Contracting Authority inprevious 24 months More than $1,000,000 0 Less than 2 professionals 0 2 to 8 professionals 1c. Number of relevant professionals More than 8 professionals 2 Max = 3 2. Primary Qualifications (Maximum 30 points) a. Project management lead Experience / ability of project manager to manage scope / budget / schedule / quality 0 - 10 b. Project administration lead Experience / ability to effectively administer project controls and processes 0 - 5 c. Technical staff Experience / ability of technical staff to verify fully coordinated construction documents 0 - 10 d. Construction administration staff Experience / ability of field representative to identify and solve issues during construction 0 - 5 Max = 20 3. Key Consultant Qualifications (Maximum 20 points) a. Key discipline leads Experience / ability of key consultants to perform effectively and collaboratively 0 - 15 b. Proposed EDGE-certified Consultant participation* One additional point for every 2 percent increase in professional services over the advertised EDGE participation goal 0 - 5 4. Overall Team Qualifications (Maximum 10 points) Less than 2 sample projects 0 2 to 4 sample projects 2a. Previous team collaboration More than 4 sample projects 5 b. Team organization Clarity of responsibility / communication demonstrated by table of organization 0 - 5 5. Overall Team Experience (Maximum 30 points) a. Previous team performance Past performance as indicated by evaluations and letters of reference 0 - 10 Less than 3 projects 0 - 3 3 to 6 projects 4 - 6b. Experience with similar projects / delivery methods More than 6 projects 7 - 10 c. Budget and schedule management Performance in completing projects within original construction budget and schedule 0 - 5 Less than 3 projects 0 - 1 3 to 6 projects 2 - 3d. Knowledge of Ohio Capital Improvements process More than 6 projects 4 - 5 * Must be comprised of professional design services consulting firm(s) and NOT the primary firm ** Leadership in Energy & Environmental Design administered by the Green Building Certification Institute Subtotal Notes: Evaluator: Name Signature Date