NCP Geothermal Conversion 2025

Request for Qualifications (Architect / Engineer) State of Ohio Standard Forms and Documents F110-02-2022-MAR Publish Date: 12/01/22 Page 1 of 7 Administration of Project: Local Higher Education Project Name NCP Geothermal Conversion 2025 Response Deadline 01/10/2023 2:00 p.m. local time Project Location 289 Tallawanda Road Project Number MUN-100099 City / County Oxford / Butler County Project Manager Scott Rein Owner Miami University Contracting Authority Local Higher Education Delivery Method CM at Risk Prevailing Wages State No. of paper copies requested (stapled, not bound) 3 No. of electronic copies requested (PDF) 1 Submit the requested number of Statements of Qualifications (Form F110-330) directly to Scott Rein at 101 S. Fisher Drive, Oxford, OH 45156. See Section J of this RFQ for additional submittal instructions. Submit all questions regarding this RFQ in writing to Scott Rein at reinse@miamioh.edu with the project

number included in the subject line (no phone calls please). Questions will be answered and posted to the 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 Miami University is soliciting qualifications for professional engineering services. Miami University has developed a Utility Master Plan that has at its core the conversion of steam heating to low temperature hot water heating. This project will further that mission by eliminating the need for steam heating to the North Campus. The North Chiller Plant is located on the north side of campus on Tallawanda Road next to Withrow Residence Hall. The North Chiller Plant was formally known as Billings Hall. Billings Hall was built in 1952 as a natatorium, and in 2000, was converted for use as a chiller plant. The plant currently houses four water cooled centrifugal chillers and two heat pump chillers. Details of the plant are listed below. CHILLERS Chiller Number Manufacturer Chiller Type Refrigerant Chiller Capacity (tons) Heating Capacity (MBH) Year Installed 1 Chillit Electrical Screw R-134A 300 3,500 2015 1A Chillit Electrical Screw R-134A 300 3,500 2015 2 Trane Electrical Centrifugal R-123 1,000 N/A 2000 3 Trane Electrical Centrifugal R-123 1,000 N/A 2002 4 Trane Electrical Centrifugal VFD R-123 1,000 N/A 2005 5 York Electrical Centrifugal R-134A 2,200 N/A 2007 Total Capacity - - - 5,800 7,000 - mailto:reinse@miamioh.edu http://ofcc.ohio.gov/ Request for Qualifications (Architect / Engineer) continued F110-02-2022-MAR Publish Date: 12/01/22 Page 2 of 7 SHELL AND TUBE HEAT EXCHANGERS Heat Exchanger Number Manufacturer Service Capacity (MBH) Flow Rate (GPM) Ent. Water Temp. (°F) Leaving Water Temp. (°F) Install Year 1 Armstrong Primary Hot Water 14,700 1630 122 140 2015 2 Armstrong Primary Hot Water 14,700 1630 122 140 2015 Total - - 29,400 - The North Chiller Plant’s cooling towers are stainless steel, crossflow Baltimore Air Coil. Three of the four cooling tower cells for the West Towers were installed in 2000, while the fourth was installed in 2002. The four cooling tower cells for the East cooling tower were installed in 2007. Each of the eight cooling cells provides water to the chillers at a rate of 3,000 gallons per minute. The North Chiller Plant currently provides both hot and chilled water to academic buildings, residence halls, dining halls, athletic buildings, and auxiliary buildings on the North side of campus. The plant contains both hot water and chilled water generation. Hot water is generated by (2) Heat Recovery (HR) chillers as well as (2) steam to hot water shell and tube heat exchangers. The HR chillers are able to provide close to half of the heating needs from the plant. Chilled water is generated via (4) water cooled centrifugal chillers connected to (2) banks of (4) cell cooling towers. Additional chilled water is produced from the evaporator side of the (2) HR chillers. There are primary pumps within the chiller plant, but there no secondary pumps within the plant. The secondary piping system connecting the buildings is pumped with a distributed pumping system – the pumps within the buildings pump through the head loss of both the building served as well as the secondary distribution piping connecting the building. All of the buildings connected to the North Plant are directly connected to the hot / chilled water system – there are no heat exchangers decoupling the heating hot water or chilled water. The heating from the North Plant also supplies small amounts of domestic hot water pre-heat – in this scenario, the buildings pump heating hot water through a small plate and frame HX for transferring heat from the heating hot water to potable hot water. Controls within the plant are fully automated via Siemens Apogee controls system. The existing chiller plant building was previously a natatorium building that has been re-configured to accommodate the utility plant equipment. There is little space for expansion of the plant to accommodate new equipment. With the removal of existing equipment, as outlined below, enough space is anticipated to be available; however, phasing and logistics make this difficult to achieve. At minimum, one of the cooling towers will be removed. Only if required, the vacated space will be enclosed for added equipment. This firm shall provide phasing options and recommendations as part of their scope of services. This project will convert the North Chiller Plant (NCP) to a Geothermal Heating and Cooling Plant. The North Plant will be re-configured to provide hot water via existing and new Heat Recovery (HR) Chillers. Chilled water will be provided via existing water-cooled centrifugal chillers as well as the existing and new HR Chillers. (2) Existing 1,000-ton water cooled centrifugal chillers will be removed to make space for the new equipment. (2) 1,000- ton HR Chillers, or some similar configuration of size and quantity installed in the vacated space. A well field containing approximately 1,110 x 600-ft deep wells will be drilled and connected to the HR chillers via new piping and pumps. This firm shall provide wellfield design and construction phasing options and recommendations as part of their scope of services. The existing Siemens Building Automation System will need to be upgraded with this project to provide fully automated, operator free operation of the plant. Sequences will need to be re-written to control the existing equipment and new sequences will need to be developed for the complete plant operation. The plant will operate 24/7/365 to provide year- round heating and cooling loads on campus. (2) Existing buildings on North Campus are currently served by campus steam from the main steam plant on Western Campus (located on the far Southeast corner of campus). These buildings are Millett Hall and Student Athlete Development Center (SADC). Millett and SADC will be converted from steam to low temperature hot water as part of this project. Millett Hall has many steam users throughout the building. There are approximately 14 air handlers which utilize steam heating coils. New hot water coils will need to be provided in these air handlers, as well as new hot water return piping ran to the air handlers; ideally the existing steam pipe will be re-used as the hot water supply pipe, but that will need to be Request for Qualifications (Architect / Engineer) continued F110-02-2022-MAR Publish Date: 12/01/22 Page 3 of 7 evaluated. Additionally, Millett Hall has (3) interior radiant hot water zones served by steam to hot water exchangers; the heat exchangers will need to be removed and directly connected to the new hot water system with appropriate controls and pumping. Finally, Millett utilizes steam to hot water heat exchangers to provide domestic hot water within the building. A new domestic hot water system will need to be provided to serve Millett domestic hot water needs. A new heating hot water system with distributed pumps to circulate through the building and the campus hot water secondary piping will need to be provided. Hot water will directly connect to the building (no heat exchanger required) to provide heating hot water needs at the air handlers and radiant heating loops. All new heating coils and radiant heating will utilize 130 F hot water temperature. Student Athlete Development Center (SADC) uses steam at 3 locations. (1) The main building steam to hot water heat exchangers provide heating hot water to the building. (2) Steam to domestic hot water heaters provide domestic hot water for the facility. (3) The steam humidifier in Air Handler AH02 for winter humidification. The steam humidifier in AH01 has been disabled and is no longer needed. The conversion shall eliminate the steam to heating hot water heat exchanger and provide a direct hot water connection to the North Geothermal Utility Plant. New domestic hot water heating shall be provided. New humidifier for AH02 shall be provided. The building was originally designed with air handler coils, VAV re-heat coils and radiant heating convectors all selected for 180 F hot water temperature. The AE shall evaluate the hot water coils and convectors to determine what modifications are required to allow the building to operate on 130 F hot water. B. Scope of Services This Request for Qualifications is for an Engineering Firm with sub-consultants. The required engineering services include, but are not limited to the following scopes of work. This project will require the successful engineering firm to display excellence in Central Plant Design, both, Chilled Water and Heating Hot Water, Hydronic Distribution, Building MEP systems in areas that are pertinent to the challenges posed in transitioning away from Steam/Condensate to Heating Hot Water Distribution. In addition expertise in energy modeling and Life Cycle Cost Analysis are important attributes to properly sizing and assessing the best course of action for the University. Develop heating and cooling thermal load profiles of North Chiller Plant to determine the peak summer cooling loads and peak winter heating loads. The results of the load profiles shall be used to right size the new plant equipment. The HR Chillers shall be sized to meet the campus load with redundancy to enable reliable hot and chilled water production 24/7/365. Additional energy usage data from the University can be provided upon request but the AE should plan to develop energy models as part of this evaluation. The University commissioned two geothermal test wells in two potential wellfield locations: large parking lot area adjacent to Millett Hall and the area known as Fryman Parking Lot and Fryman Field. Millett Hall parking lot was selected based on these results and a wellfield size of approximately 1,110 bores determined. The test results will be provided for use under the scope of this project for wellfield size verification and design. The project will install a solar canopy over a yet undetermined portion the finished/paved Millett parking lot. This AE will recommend size and location for the solar canopy and provide the design and construction services as part of this scope. The cost for the solar canopy is not estimated and not included in the Section C. budget estimates. Develop electric load profile for the new North Geothermal Utility Plant. The existing campus hourly electric import and production is available via a main electric meter and generator production meters; additionally, the existing North Chiller Plant hourly usage data is available. The existing electrical load profile shall be modified by this AE to include the new electric load profile of the North Geothermal Utility Plant. This data will be used to evaluate the University’s capacity reduction and demand reduction strategies which are likely to change as a result of this project. The current plant must provide hot and chilled water 24/7/365. The AE shall develop phasing plans such that utilities can be provided 24/7/365 throughout the course of this project. The reconfiguration of the plant will require a detailed plan up to and possibly including rental equipment. If determined that an addition to the NCP building is required, in the space vacated by the cooling tower removal. The scope includes building addition where the West bank of cooling towers currently sits today. All architectural and engineering design for this addition are part of the AE scope of work under this request for qualifications. A further Request for Qualifications (Architect / Engineer) continued F110-02-2022-MAR Publish Date: 12/01/22 Page 4 of 7 addition would only be included if phasing plans dictate additional space and is not anticipated at this time and is not included in the scope of this request for qualifications. Scope includes restoration of the site after completion of the geothermal well drilling and piping work. The current project estimate is based upon re-surfacing the Millett Hall parking lots after the well drilling and piping is completed. Included in this project is the design and installation of an 8-5" conduit duct bank connecting MH 381 to the Millett tunnel system. Scope of work shall include all materials testing including soils, asphalt, and concrete. Scope of work shall NOT include asbestos survey and descriptions of work for abatement. This AE shall include the asbestos consultant documents into the project bid documents. The University will provide existing survey reports and additional sampling, as needed, to evaluate suspect materials. The University will evaluate and coordinate abatement of asbestos containing materials as needed. Steam to HHW Heat Exchanger’s are currently in use the NCP to provide the heating needs of the buildings on peak heating days when the existing HR chillers are not available. The Utility Master Plan (UMP) has Steam being served to the NCP from now until 2026 when this area of campus then transitions completely to Heating Hot Water. The AE for this project shall spatially plan for and design the water to water HX; the HX shall be provided and installed in a future project. The intent of these HX is to provide heating hot water in an emergency situation if the geothermal plant or portions thereof are impacted by an unforeseen outage. Design should maximize the delta T to minimize flow requirements. The existing North Chiller Plant operates with a distributed pumping system. Primary pumps are located within the plant. There are no secondary pumps located in the plant. The building pumps in each building are used to push / pull water through the combined head loss of the site piping system and the building pressure drop. It is not anticipated to change the pumping strategies of the hot / chilled water to the site under this project. NCP will have major equipment added, these will consist of at a minimum the following: Heat Recovery Chillers, Primary HR Chiller Pumps, Geothermal Well Pumps, Expansion Tanks and Makeup Water. Additional infrastructure will be added and consists of at minimum the following: major Site Piping Infrastructure, Geothermal Well Field, and Building Automation Systems. The reconfiguration of the plant to best serve the maintainability and serviceability along with minimizing costly rework is vitally important. 3D modeling of plant will be required to accurately depict existing conditions. Assessing the electrical service needs with the available spare capacity in the plant. No one failure shall take the plant down. (2) Buildings will be converted from steam heating to hot water heating. Each building has its unique challenges. The building systems that are currently operating on steam and require conversion are as follows: Millett Hall: Heating Hot Water Heat Exchangers, Air Handler Steam Coils, Domestic Hot Water SADC: Heating Hot Water Heat Exchanger, Domestic Hot Water Heating, Air Handler Humidifiers Verification of programming will be required for overall plan and a detailed programming on how the utility plant will be modified upon award of the Agreement, commence by developing the Program of Requirements. The selected A/E, 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 Architect/Engineer 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. As required by the Agreement, and as properly authorized, provide the following categories of services: Program Verification, Schematic Design, Design Development, Construction Document Preparation, Bid and Award Support, Conformed Documents, Construction Administration, Post-Construction, and Additional Services of all types. Refer to the Ohio Facilities Construction Manual for additional information about the type and extent of services required for each. A copy of the standard Agreement can be obtained at the OFCC website at https://ofcc.ohio.gov. During the construction period, provide not less than 12 hours (excluding travel time) on-site construction administration services each week, including (1) attendance at progress meetings, (2) a written field report of each site visit, (3) on-site representation comprised of the A/E and its consultant staff involved in the primary design of the project, all having relevant and appropriate types of construction administration experience. https://ofcc.ohio.gov/ Request for Qualifications (Architect / Engineer) continued F110-02-2022-MAR Publish Date: 12/01/22 Page 5 of 7 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. Central Geothermal Energy Plants 2. Distributed / Central Plant Pumping Systems 3. Heat Recovery / Heat Pump Chiller Experience 4. Geothermal Well Field Experience 5. Distribution Piping Experience – Heating Hot Water, Chilled Water, Geothermal Water 6. MEP Systems for Building Steam to Hot Water Conversions – DHW, HHW, AHU, Humidification, HX 7. Solar field design 8. Building Automation Systems – Siemens Control Experience 9. Architecture 10. 3D BIM Modeling 11. State of Ohio Contracting Experience *Estimated Budget / Funding is based on 2021 estimates escalated at 3% per year through 2025 and does not include cost associated with solar canopy. C. Estimated Budget / Funding D. Anticipated Schedule State Funding: $0 Professional Services Start: 03 / 23 Other Funding: $49,825,000* Construction Notice to Proceed: 07 / 23 Construction Cost: $43,075,000* Substantial Completion of all Work: 08 / 25 Total Project Cost: $49,825,000* Professional Services Completed: 11 / 25 E. Estimated Basic Fee Range (see note below) F. EDGE Participation Goal 4.5% to 5.5% Percent of initial Total A/E Fee: 7.0% NOTE: Basic Services include: (1) Program Verification, (2) Schematic Design, (3) Design Development, (4) Construction Documents, (5) Bidding and Award OR GMP Proposal and Amendment (as applicable), (6) Construction Administration, and (7) Closeout services. The Basic Fee includes all professional design services and consultant services necessary for proper completion of the Basic Services, including validation of existing conditions (but not subsurface or hidden conditions) and preparation of cost estimates and design schedules for the project. The Estimated Basic Fee Range is calculated as a percentage of the Estimated Budget for Construction Cost above, including the Owner’s contingency. The Basic Fee excludes any Additional Services required for the project. G. Basic Service Providers Required (see note below) H. Additional Service Providers Required Lead A/E Discipline: Engineering Geotechnical Engineering Secondary Materials Testing -- soils, asphalt, concrete Disciplines: Mechanical Engineering Civil Engineering Architecture Surveying Structural Engineering HVAC Engineering Plumbing Engineering NOTE: The lead A/E shall be (1) an architect registered pursuant to ORC Chapter 4703, (2) a landscape architect registered pursuant to ORC Chapter 4703, or a (3) professional engineer or (4) professional surveyor licensed pursuant to ORC Chapter 4733. I. Evaluation Criteria for Selection • Demonstrated ability to meet Owner’s programmed project vision, scope, budget, and schedule on previous projects. • 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. • Proposer’s previous experience (numbers of projects, sizes of projects) when working with its proposed consultants. • Specification writing credentials and experience. Request for Qualifications (Architect / Engineer) continued F110-02-2022-MAR Publish Date: 12/01/22 Page 6 of 7 • Experience and capabilities of creating or using Critical Path Method (CPM) schedules and of using CPM schedules as a project management resource. • Approach to and success of using partnering and Alternative Dispute Resolution. • Proximity of prospective firms to the project site. • Proposer’s apparent resources and capacity to meet the needs of this project. • The selected A/E and all its consultants must have the capability to use the Internet within their normal business location(s) during normal business hours. Interested A/E firms are required to address how they will implement Building Information Modeling (“BIM”) on the project, experience and level of training of staff related to BIM, incorporation of team partners that have previous BIM experience, and an understanding of collaborative BIM processes, including but not limited to the State of Ohio BIM Protocol available at the OFCC website at https://ofcc.ohio.gov. Interested A/E 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 A/E’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 A/E’s Technical Proposal. Both forms can be accessed via the OFCC website at https://ofcc.ohio.gov. The Intent to Contract and to Perform form is again required at the Fee Proposal stage. If the A/E firm intends to receive points for exceeding the EDGE Participation Goal, it must provide BOTH a completed Commitment to Participate form AND a completed Statement of Intent to Contract and to Perform forms signed by both parties with its Statement of Qualifications. For all Statements of Qualifications, please identify the EDGE-certified Business Enterprises, by name, which will participate in the delivery of the proposed professional services solicited in the RFQ. Interested A/E firms must indicate on their Statement of Qualifications, the locations where their services will be performed in the spaces provided or by attachment in accordance with the requirements of Executive Order 2019-12D related to providing services only within the United States and the requirements of Executive Order 2022-02D prohibiting purchases from or investment in any Russian institution or company. Failure to do so may cause their Statement of Qualifications to be rejected. J. Submittal Instructions Firms are required to submit the current version of Statement of Qualifications (Form F110-330) available via the OFCC website at https://ofcc.ohio.gov. Electronic submittals should be combined into one PDF file named with the project number listed on the RFQ and your firm’s 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. Also, please label the CD or DVD and the sleeve with the project number and firm name if applicable. Paper copies of the Statement of Qualifications, if requested, should be stapled only. Do not use special bindings or coverings of any type. Cover letters and transmittals are not necessary. Facsimile copies of the Statement of Qualifications will not be accepted. https://ofcc.ohio.gov/ https://ofcc.ohio.gov/ https://ofcc.ohio.gov/ Architect / Engineer Selection Rating Form State of Ohio Standard Forms and Documents F110-02-2022-MAR Publish Date: 12/01/22 Page 7 of 7 Project Name NCP Geothermal Conversion 2025 Proposer Firm Project Number MUN-100099 City, State, Zip Selection Criteria Value Score 1. Primary Firm Location, Workload and Size (Maximum 10 points) a. Proximity of firm to project site Less than 50 miles 5 50 miles to 150 miles 2 More than 150 miles 0 b. Amount of fees awarded by Contracting Authority in previous 24 months Less than $1,000,000 2 $1,000,000 to $2,000,000 1 More than $2,000,000 0 c. Number of licensed professionals Less than 5 professionals 0 Max = 3 5 to 10 professionals 2 More than 10 professionals 3 2. Primary Firm Qualifications (Maximum 30 points) a. Project management lead Experience / ability of project manager to manage scope / budget / schedule / quality 0 - 10 b. Project design lead Experience / creativity of project designer to achieve owner’s vision and requirements 0 - 10 Max = 20 c. Technical staff Experience / ability of technical staff to create fully coordinated construction documents 0 - 5 d. Construction administration staff Experience / ability of field representative to identify and solve issues during construction 0 - 5 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 point for every 2 percent increase in professional services over the EDGE participation goal 0 - 5 4. Overall Team Qualifications (Maximum 10 points) a. Previous team collaboration Less than 2 sample projects 1 Max = 3 2 to 4 sample projects 2 More than 4 sample projects 3 b. LEED** Registered / Certified project experience Registered LEED v4.0 or v4.1 projects 1 Max = 2 Certified LEED v4.0 or v4.1 projects 2 c. BIM project experience Training and knowledge 1 Max = 3 Direct project experience 3 d. Team organization Clarity of responsibility / communication demonstrated by table of organization 0 - 2 5. Overall Team Experience (Maximum 30 points) a. Previous team performance Past performance as indicated by evaluations and letters of reference 0 - 10 b. Experience with similar projects / delivery methods Less than 2 projects 0 - 3 2 to 4 projects 4 - 6 More than 4 projects 7 - 10 c. Budget and schedule management Performance in completing projects within original construction budget and schedule 0 - 5 d. Knowledge of Ohio Capital Improvements process Less than 2 projects 0 - 1 2 to 6 projects 2 - 3 More than 6 projects 4 - 5 * Must be comprised of professional design services consulting firms and NOT the lead firm - For more information on scoring this and other criteria refer to Document F199-01 - PS Selection Rating Rubric. ** Leadership in Energy & Environmental Design administered by Green Business Certification Inc. Subtotal Notes: Evaluator: Name Signature Date https://ofcc.ohio.gov/Portals/0/Documents/Forms/Procurement/F199-01-RFQ_Rubric_2021.pdf