2021-2023 STATEWIDE ON-CALL, COMMISSIONING SERVICES PROJECT NO. 2021-813 - MCKINSTRY
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5005 3rd Ave. S | Seattle, WA 98134 March 24, 2021 Joe Sullivan, P.E. Department of Enterprise Services—Facility Professional Services 1500 Jefferson Street S.W. PO Box 41476 Olympia, WA 98504 Re: 2021-2023 Statewide On-Call, Commissioning Services—Project No. 2021-813 Dear Mr. Sullivan. McKinstry is excited for the opportunity to continue to support the Department of Enterprise Services and your clients throughout the state. McKinstry has a proven commissioning track record for both DES projects and those of other public clients in every region of Washington through our offices in Seattle, Spokane, and Portland. COMMITMENT TO DELIVERY AND INNOVATION McKinstry is passionate about the importance of commissioning facilities to ensure they operate as intended, and we are committed to continuous improvement in our delivery of commissioning services. We stay connected to evolving best practices through leadership roles with the Building Commissioning Association, and continue to expand our use of technology to improve efficiency and communication to building owners. EXPERIENCED & DEDICATED TEAM OF COMMISSIONING ENGINEERS McKinstry’s proposed DES team has over 130 years of combined commissioning experience and a deep understanding of critical systems performance and ongoing operation. This team has successfully commissioned both new construction and existing facilities across all DES primary customer vertical markets. DEPTH OF EXPERTISE The McKinstry team includes 35+ regional commissioning agents who together work with hundreds of McKinstry’s in-house professionals who design, build, renovate, operate, and maintain facilities for clients throughout the Pacific Northwest – providing an unmatched level of capacity to meet the commissioning needs of DES. The support resources available to support our commissioning team and DES clients range from design and energy engineers to construction, maintenance, and operations experts. Our commissioning teams can draw on the experience of these teammates to ensure the right expertise is always available when needed. DES PARTNER McKinstry has enjoyed our partnership providing commissioning service to the DES and your clients throughout Washington. We look forward to continuing this partnering with you to provide exceptional commissioning services to new and existing clients throughout the 2021-2023 biennium. Sincerely, Scott Esher Operations Manager, Commissioning
Designated Point of Contact for Statement of Qualifications Point of Contact Name and Title Scott Esher, Commissioning Operations Manager Firm Name McKinstry Essention, LLC Address 5005 3rd Ave. South City State WA Zip 98134 Seattle Telephone Email 206.832.8066 scotte@mckinstry.com Addresses of multiple office locations of firm (if applicable) Address 850 E Spokane Falls Blvd, Suite 100 City Spokane Phone 509.747.3389 Address 16790 NE Mason St, Suite 100 City Phone 503.331.0234 Portland (Serving SW WA) Address City Phone Address City Phone Diverse Business Certifications (if applicable) Certification issued by the Washington State Office of Minority and Women’s Business Enterprise (OMWBE) ☐ Minority Business Enterprise (MBE) ☐ Woman Business Enterprise (WBE) ☐ Minority Women Business Enterprise (MWBE) Certification issued through the Washington State Department of Veteran’s Affairs ☐ Veteran Owned Business Certification issued through Washington Electronic Business Solution (WEBS) ☐ Small Business Enterprise (SBE) RFQ Attachment 1
1. SOLICITATION NUMBER (if any) ARCHITECT-ENGINEER QUALIFICATIONS Project No. 2021-813 PART II - GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM (OR BRANCH OFFICE) NAME 3. YEAR ESTABLISHED 4. DUNS NUMBER McKinstry Essention, LLC 2012 07-874-6529 2b. STREET 5. OWNERSHIP 5005 3rd Ave. South a. TYPE Limited Liability Company 2c. CITY Seattle 2d. STATE WA 2e. ZIP CODE 98134 b. SMALL BUSINESS STATUS 6a. POINT OF CONTACT NAME AND TITLE 7. NAME OF FIRM (If block 2a. is a branch office) Scott Esher, Commissioning Manager 6b. TELEPHONE NUMBER 6c. E-MAIL ADDRESS 206.832.8066 scotte@mckinstry.com 8a. FORMER FIRM NAME(S) (If any) 8b. YR ESTABLISHED 8c. DUNS NUMBER 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL 9. EMPLOYEES BY DISCIPLINE AVERAGE REVENUE FOR LAST 5 YEARS c. No. of Employees c. Revenue a. Function a. Profile Index b. Discipline b. Experience Code (1) FIRM (2) BRANCH Code Number (see below) 01 Architect 3 212 Building Condition Assessment 8 47 CADD Drafting/Scanning/Photo. 6 020 Conservation & Resource Management 6 45 Commissioning Engineer 60 029 Educational Facilities; Classrooms 10 21 Construction Project Management 52 207 Energy Audits 8 30 Cost Estimator 1 032 Energy Management 7 03 Electrical Engineer 10 203 ESCO 10 33 Energy Management 113 043 Heating, Ventalating, Air Conditioning 9 04 Mechanical Engineer 100 048 Hospital & Medical Facilities 8 16 Programming 1 213 Indoor Air Quality 3 93 Safety Engineer 4 058 Laboratories; Medical Research Facilities 7 061 Lighting---Interior & Exterior 8 072 Office Buildings 8 112 Value Analysis; Life Cycle Costing 5 Other Employees 173 Total 523 11. ANNUAL AVERAGE PROFESSIONAL PROFESSIONAL SERVICES REVENUE INDEX NUMBER SERVICES REVENUES OF FIRM FOR LAST 3 YEARS 1. Less than $100,000 6. $2 million to less than $5 million (Insert revenue index number shown at right) 2. $100,00 to less than $250,000 7. $5 million to less than $10 million a. Federal Work 5 3. $250,000 to less than $500,000 8. $10 million to less than $25 b. Non-Federal Work 10 4. $500,000 to less than $1 million million 5. $1 million to less than $2 million 9. $25 million to less than $50 c. Total Work 10 million 10. $50 million or greater 12. AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a. SIGNATURE b. DATE 3/24/2021 c. NAME AND TITLE Geremy Wolff, Regional Director, Technical Services AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330 (1/2004) PAGE 6 MANDATORY USE DATE OF FORM 5/1/2004
Qualifications of Key Personnel Experienced & Qualified Team McKinstry is a national leader in commissioning services and our commitment to excellence in delivery and innovation is represented in every project. This proposal represents McKinstry’s commissioning expertise, experience and capacity offered to the Washington State Department of Enterprise Services (DES) for the on-call commissioning roster for the contract term of July 2021 through June 2023. McKinstry commissioning resources are localized in three offices in Washington, allowing us to provide commissioning expertise, regardless of project size or complexity, with experienced professionals and short lead times. McKinstry’s Commissioning Operations Manager, Scott Esher, will continue to be the point-of-contact for DES. Scott is responsible for gathering general project information and assigning a team for each project that delivers to McKinstry’s and DES’s quality standards. Scott assembles teams according to project location, system requirements, facility use, personal certifications, and unique project requirements. Scott draws from McKinstry’s team of 35 experienced commissioning engineers across the state to provide clients with the following services: • New Construction Commissioning (NC-Cx) • Existing Building Commissioning (EB-Cx) • Test, Adjust, and Balance (TAB) • Monitoring-Based Commissioning (MBCx) for performance verification and tuning • Transitional Services including asset inventory, data integration into asset management systems, operations assessments, maintenance planning, facilities staff training, and operations support. The McKinstry team proposed for on-call DES commissioning together has experience commissioning all major building systems including HVAC, controls, plumbing, domestic hot water, ductwork, electrical, fire/life safety, security, specialty equipment, and building envelope. An organizational chart containing our primary team members, followed by a summary of key personnel qualifications, is listed below. ORG CHART WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 2
Qualifications of Key Personnel KEY PERSONNEL—EDUCATION AND EXPERIENCE GEREMY WOLFF | TECHNICAL SERVICES REGIONAL DIRECTOR TRAINING & EXPERIENCE: Geremy is a mechanical engineer with over 22 years of experience at providing commissioning at McKinstry. In addition, Geremy was previously responsible for developing practices, process, and tools used by all McKinstry commissioning teams nationwide, and now provides client relationship assistance to our operations teams. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Central WA University, B.S., Mechanical Engineering • Building Commissioning Association International Technology Board of Directors ○ Past NW Chapter President, Vice President, Secretary SCOTT ESHER, CCP, LEED® GA | OPERATIONS MANAGER, COMMISSIONING TRAINING & EXPERIENCE: Scott came to McKinstry from the U.S. Navy where he was a nuclear engineer and manager of a reactor mechanical division. Today he leads a Pacific Northwest team of over 35 commissioning engineers, while providing project leadership, quality control, contract management, and customer satisfaction. Scott has been with McKinstry since 2007. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Old Dominion University, M.S, Engineering Mgmt • Building Cx Association • Tulane University, B.S. Chemical Engineering • Certified Commissioning Provider (CCP) SCOTT HENDERSON, PE, CCP, LEED® AP | LEAD COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Scott is a professional mechanical engineer with over 24 years of experience in design, procurement, commissioning, and installation of a wide variety of critical systems. He leads our Seattle office’s third-party, new construction commissioning group. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • WA State University, BS Mechanical Engineering • Professional Engineer (P.E—WA) • University of California, Irvine, Incineration; Medical • BCxA Certified Commissioning Provider (CCP) Waste Incineration • Building Commissioning Association, NW Chapter • US Army Corps of Engineers Construction Quality Board of Directors Treasurer Management for Contractors MIKE BIGELOW, P.E., C.E.M., LEED® AP BD+C | SENIOR COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Mike’s background in green building design and LEED® certification application, partnered with his extensive knowledge of new construction, existing building, and monitor-based commissioning make him a vital member of our team for over 8 years. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Harvey Mudd College, BS Engineering • Professional Engineer (P.E.) – WA, CA, NM • LEED® Accredited Professional (LEED® AP BD+C) • Certified Energy Manager (CEM) • Building Commissioning Association, NW Chapter Board of Directors WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 3
Qualifications of Key Personnel SAM WONG, P.E., CEM, LEED® AP, NEBB | SENIOR COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Sam specializes in commissioning with a focus on building automation systems and has been with McKinstry since February 2005. His has expertise in automation system programing, networking, and sequence of operations testing, troubleshooting, and design. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Hong Kong University –B.S., Electrical Engineering • LEED® Accredited Professional • Chinese University of Hong Kong - MBA • Certified Energy Manager • NEBB Certified Bldg System Commissioning – HVAC MICHAEL LUIS | SENIOR COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Michael has over 15 years of technical experience in electrical power production, power distribution systems, and building control and monitoring systems. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Chabot College • Naval Nuclear Power Training Command DAN COPPINGER, NEBB | SENIOR COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Dan is a NEBB Certified TAB Professional and provides expertise to our commissioning team with his ability to evaluate system performance from an operational and delivery standpoint focusing on Air and Hydronic distribution system performance. Dan has been with McKinstry since 1995. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Bucknell University, BS, Mechanical Engineering • Engineer in Training—State of Pennsylvania • NEBB TAB Certified Professional – Air & Hydronics CHRIS CUNNINGHAM | COMMISSIONING ENGINEER TRAINING & EXPERIENCE: As a trained as a mechanical engineer, Chris holds more than 15 years of experience operating and maintaining mechanical systems. Chris is currently providing new construction commissioning services for a BSL-3 lab and research facility in Eastern Washington. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Colorado School of Mines, B.S., Mechanical Engineering • Building Commissioning Association, Affiliate Member GARRETT HUSKY, CCP | LEAD COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Garrett leads our Spokane commissioning team serving eastern WA and has provided commissioning services for over six years. He is quick to provide aid and solutions to project challenges, regardless if they fall under his role of responsibilities. Garrett is experience providing commission service to a variety of building types and is sought out to be the commissioning provider by numerous clients in Eastern Washington. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Eastern WA University, B.S., Mechanical Engineering • BCxA Certified Commissioning Professional (CCP) • Building Commissioning Association, Affiliate Member WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 4
Qualifications of Key Personnel STEVE DEVORAK | COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Steve has 19+ years of experience working with all phases of mechanical and electrical systems in higher education facilities, and another 4+ years working in central power plants at Washington State University. This experience brings a unique perspective to the projects he commissions. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • WA State University, B.S., Civil Engineering • Arc Flash Electrical Safety NFPA-70E • WA State University, B.S., Mechanical Engineering CODY MURDOCK | COMMISIONING ENGINEER TRAINING & EXPERIENCE: As an engineer who has managed production facilities, Cody values equipment that is dependable and reliable. He believes in “getting it right the first time,” and understands the impact that unstable equipment has on operations and maintenance. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Eastern WA University, B.S, Mechanical Engineering • Building Commissioning Association, Affiliate Member Technology JASON HERTZ, CxA | LEAD COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Jason’s has provided commissioning services to our clients for over 10 years. Prior to joining our commissioning teams Jason worked as an HVAC service and controls system technician. He has extensive experience in building automation controls and system integration, as well as experience in HVAC maintenance and repair on a wide variety of systems. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Certified Commissioning Authority (CxA) by the AABC • Ltd. Energy Tech. B • EPA Universal Refrigeration, CFC Certified • Class 5 Boiler License • Niagara AX Certified PETER EKSTROM, C.E.M., CMVP | COMMISSIONING ENGINEER TRAINING & EXPERIENCE: Peter has over 25 years of experience providing commissioning, energy studies, energy audits, and measurement and verification services—ensure new construction and renovations projects are installed, designed, and operate efficiently. EDUCATION: ACCREDITATIONS/AFFILIATIONS: • Portland State University, B.S., Mechanical Engineering • Certified Energy Manager (CEM) • Certified Measurement & Verification Professional (CMVP) CERTIFICATIONS & LICENSES Our commissioning team maintain numerous certifications through organizations including Building Commissioning Association (BCxA), the National Environmental Balancing Bureau (NEBB), the AABC Commissioning Group (ACG), the American Society of Heating Refrigeration and Air Conditioning Engineers (ASHRAE) and are active members in the local chapters of these organizations. McKinstry is sponsor of BCxA and holds a certificate of a Certified Commissioning Firm. Furthermore, dozens of our employees hold certificates as Certified Commissioning Professionals (CCP) by the organization and are current of past members of the BCxA regional and international board of directors. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 5
General Project Approach New Construction Commissioning PRE-CONSTRUCTION PHASE Defining Project Outcomes Every McKinstry Commissioning Professional begins each commissioning project by developing a clear understanding of the owner’s operational intent for the facility and tailoring our proven commissioning program to meet those needs. We review any existing owner’s project requirements (OPR) or, in many cases, develop OPRs, the guiding principles that ensure owners are delivered projects that meet original intent. Our proprietary OPR template is often used to build OPRs or establish Owner requirements even late in the design process. We use our OPR template and strategy framework to work with an owner to clearly define project requirements and provide a means of measurement for the seven elements listed below. • Central project goals • Equipment and systems • Energy efficiency • Civil and landscaping • Developer strategy/flexibility • Building occupant and O&M personnel requirements • Indoor environment Commissioning Plan Development McKinstry Commissioning Professionals develop commissioning plans specific to the project and needs of the building owner. Commissioning Plan development includes reviews of Basis of Design (BOD), plans, and HVAC controls system description. Collaboration is key – we align Owner, design, construction and operations teams before and during Commissioning Plan development to mitigate risk and comprehensively prepare for handover and initial occupancy. Components of the Commissioning Plan include: • Detailed responsibilities matrix • Test and balancing requirements • Details of the commissioning process • Training and O&M manuals • Reporting and documentation requirements • Record document requirements • Deficiency resolution • Retesting responsibilities • Pre-functional checklist requirements • Sample checklists and performance tests • Functional testing requirements Scheduling Once the design and scope are finalized, we develop a commissioning schedule based on the master construction schedule – but the commissioning schedule stands alone. As project schedule and milestones shift, our team adapts to changes while maintaining rigor to process. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 6
General Project Approach CONSTRUCTION PHASE Coordination: During construction, McKinstry will conduct Installation Verification or Static Commissioning: After project stakeholder meetings to gather and answer installation, all equipment and systems are visually questions, and review project submittals—ensuring that inspected to verify they are installed in accordance with the the project continues to align with the OPRs and that original design objectives. This information is documented, installation is going smoothly. Our team will also make providing a record of acceptable installation as well as a updates to the commissioning plan or OPRs as necessary. means of identifying deficiencies. When deficiencies or discrepancies are found, we generate an issue log and BIM 360 integration: As part of McKinstry’s quality notify all team members. After the discrepancy is resolved, assurance system, one tool our team uses to help we re-inspect the equipment. streamline projects and keep them on schedule is called BIM 360 Field. All Cx engineers are equipped with an iPad in the field that allows them to comment and photograph TYPICAL ITEMS VERIFIED issues as they are discovered, complete checklists, and • Location & zoning • Completeness document progress. This enables all project team members • Make & model • Free of dirt & debris to know about issues in real-time and start collaborating to • Serviceability & access • Readiness for start-up solve these issues. While we default to BIM 360 Field, we • Connections to • Readiness for balancing are flexible in using multiple software tools based on client subsystems or contractor preference. FUNCTIONAL TESTING PHASE Test, Adjust & Balance (TAB): Final TAB performance data Equipment & System Start-up Information: Start-up is recorded onto appropriate forms where it is compared commissioning verifies all equipment is activated and to the designed performance criteria. In the event a system operating in accordance with the manufacturer’s operating is not meeting the design intent, McKinstry will work with criteria. McKinstry will witness and review equipment start- the project and design teams to develop and implement a up activities. timely and suitable resolution. Functional Performance Testing: Prior to this portion Control System Commissioning Point-to-Point Testing: of the commissioning process, all field commissioning As control device installation and wiring is completed, the activities have intentionally focused on inspecting and control contractor tests and adjusts all components (point- verifying individual components and/or subsystems. to-point). Point-to-point commissioning verifies control During Functional Performance Testing (FPT), we verify and hardware and components for proper communication, document system performance as an integrated system operation, orientation, range, calibration, and functionality. testing a multitude of operating scenarios to ensure that This testing ensures and documents that all devices are systems achieve the design intent and owner’s needs. complete, communicating, and functional. CLOSEOUT PHASE Equipment & System Training : McKinstry’s Commissioning Team will review the training plan as provided by the installing contractors to ensure that the training is designed to provide the operations the information they need to operations the systems. Our team will witness, and oversee training sessions to ensure quality training is provided. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 7
General Project Approach Existing-Building Commissioning (EB-Cx) DEFINING PROJECT OUTCOMES We begin by documenting the facility requirements of the owner, discovering any known or suspected issues that may focus the EB-Cx effort to establish defined scope, purpose, and goals of the project. McKinstry’s commissioning team then develops an EB-Cx Plan tailored to the owner’s specific facility needs. INFORMATION GATHERING Collecting Existing Facility Documentation: We gather all relevant facility documentation that will aid in the EB-Cx effort, including any readily available: utility bills, O&M materials, as-built drawings, and service records. Occupant and Operator Interviews: Next we interview key occupants and operators to determine known or suspected issues with the facility’s systems. Additionally we will use this time to inform the occupants and operators of the pending site investigation to help mitigate impacts and address any security and facility related work-environment concerns. Site Investigation: The final investigation step is to conduct a thorough investigation of the existing systems to collect field equipment data, observe and document operations conditions, and gather site related information to assist in identifying operational issues. DATA ANALYSIS AND FINDINGS REPORT FUNCTIONAL PERFORMANCE TESTING We will collect and thoroughly analyze the field data to Each system that has been revised, replaced, updated, identify potential energy savings, equipment/system or affected in any way by the implementation of the improvements, and areas where building operation, improvement measures will be fully tested to demonstrate control, and maintenance problems can be resolved. and document performance and operation in all modes. McKinstry then issues a findings report that outlines all improvement measures including resolution cost, potential EQUIPMENT & SYSTEM TRAINING savings, schedule for implementation, and a list of potential Existing O&M materials will be updated to include all occupant impacts. replaced or updated equipment altered through the implementation of improvement measures. McKinstry team REVIEW FACILITY IMPROVEMENT MEASURES (FIM) will establish a training plan to ensure that facility operators WITH OWNER are provided with adequate operational information on all McKinstry will review the finding report with the owner revised/updated systems. and DES PM to help prioritize the improvement measures, establish a scope of work, schedule, and budget for the FINAL EB-CX REPORT implementation phase of the EB-Cx project. McKinstry will document the entire EB-Cx effort and collate all relevant information into a Final EB-Cx Report IMPLEMENTATION REVIEWS that will review the Investigation Phase as well as the Once the improvement measures have been defined, Implementation Phase, with a thorough review of the McKinstry will review the engineering design prior to implementation of the improvement measures and a implementation, much the same as commissioning for detailed analysis of the baseline versus revised trend logs new construction. During the installation portion of this to assist in establishing the energy savings. The final EB-Cx phase, McKinstry will conduct periodic site observations Report will also include recommendations for ensuring the to ensure successful implementation. Issues noted will be persistence of improvements over the facility’s life cycle. documented and tracked through resolution. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 8
General Project Approach Commissioning Specialties LEED® PROJECTS McKinstry has assisted owners with obtaining LEED® certification on over 75 projects. We have expertise in achieving all commissioning credits associated with both the New Construction and Existing Building certifications including v4 and 2009 standards. McKinstry additionally supports Energy and Atmosphere and Indoor Environmental Quality, IAQ Management Plan and IAQ Assessment (flush out) credits. To help owners achieve LEED® certification, our commissioning team holds a commissioning kick off meeting, and LEED® charrette at the beginning of each project. We work to create buy in on project goals and memorialize them in the Owner’s Project Requirements document. We set up all LEED® credit processes early to ensure the project team members know exactly what is required, and when. WASHINGTON SUSTAINABLE SCHOOLS PROTOCOL (WSSP) McKinstry supports K-12 clients in achieving WSSP Criteria for High-Performance Schools relating to commissioning (i.e. E4.0 Fundamental Commissioning and E4.1 Enhanced Commissioning Credits). UTILITY INCENTIVE CAPTURE For both new construction and existing building projects McKinstry pursues utility incentives, where available, to help clients maximize their investment. We work regularly with all major regional utilities including Seattle City Light, Seattle Public Utilities, Avista Utilities, Snohomish PUD, Puget Sound Energy, and Grant County PUD. DIVERSITY & INCLUSION Subcontracting: McKinstry builds and maintains relationships with a variety of DBE contractors and has built a vendor base that we can draw from that includes qualified DBE firms. Additionally, we use local, state, and federal directories to search out and continuously vet businesses for future opportunities. For any specific projects under the on-call roster, McKinstry will draw on this vendor base to seek out accredited firms to participate in the bidding process based on their capabilities and experience. For all work subcontracted to diverse businesses, McKinstry commits to prompt payment, retainage, dispute resolution, and portal compliance reporting - per the terms of the contract. Diverse Business Leadership: Ashley Ruiz is McKinstry’s Director of Social Impact. In her role, she oversees all aspects on diverse business inclusion including outreach efforts to the contractor community, the training and education of our staff, tracking of diverse business participation on our projects, and other related tasks. SAFETY McKinstry focuses safety and has fostered an excellent safety ratings for over 10 years. As a people-first company, safety is taken very seriously and will never be compromised for the sake of efficiency. We have a full-time safety team dedicated to preventing loss and maintaining a safe and healthy work environment. Our safety engineers support the development of our site-specific safety plans, which are adapted to incorporate any client, project, or general contractor specific safety requirements. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 9
Relevant Experience SATISFIED BUILDING OWNERS McKinstry has served as the commissioning authority on over 1,000 buildings throughout the United States, comprising more than 120 million square feet. McKinstry uses the commissioning industry’s best practices and standards for our approach on all projects (Building Commissioning Association, WSSP, ASHRAE, the California Commissioning Collaborative, and USGBC’s LEED® Program). Our clients include local and state government, K-12 education districts, higher education institutions, healthcare providers, manufacturing facilities, commercial office, and data centers. Our commissioning teams are experts at working with owners, operators, and design teams on complex projects at facilities of all sizes and use types. Below is a small representation of recent projects in progress or completed by the same team members proposed for the DES on-call Cx roster. NEW CONSTRUCTION EXISTING-BUILDING POST-OCCUPANCY LEED® PROJECT CONSTRUCTION PRE-DESIGN DESIGN PROJECT NAME ONGOING PROJECTS Port of Seattle, International Arrivals Facility • • • • • • Sound Transit, Operations Maintenance Facility—East • • • • • • Spokane Public Schools, Northwest Middle School • • • • • Portland State University, Fourth & Montgomery Bldg. • • • • • • Lake WA School District, Old Redmond Schoolhouse • • • • • North Kitsap School District, Poulsbo Middle School • • • • • WA Dept. of Health, Behavioral Health Facility—Maple Lane • • • • • • COMPLETED PROJECTS Peninsula College, Allied Health & Early Child Dev Ctr • • • • • • The Evergreen State College • Northshore School District, North Creek High School • • • • • • Whatcom Community College, Student Rec Center • • • • • • Brewster School District • • • • • Naches School District, Naches Elementary • • • • • DESC N96 Supportive Housing • • • • • Lake Washington SD, Redmond Ridge MS • • • • • Whatcom Community College, Student Housing • • • • • North Kitsap, Kingston Middle School • • • • • Whatcom Community College, Learning Commons • • • • • Grays Harbor College • • • • • *Projects highlighted in orange were procured through McKinstry through DES’ 2019-21 On-Call Commissioning Roster. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 10
Relevant Experience VARIOUS SCHOOLS | LAKE WASHINGTON SCHOOL DISTRICT MCKINSTRY SERVICES: PROJECT OVERVIEW: Third-Party New Ella Baker Elementary School Timberline Middle School Juanita High School Construction 78,000 Sq Feet 134,000 Sq Feet 217,000 Sq Feet Commissioning (NCCx) LOCATION: McKinstry was awarded third-party commissioning services for four new schools, “scope Redmond, WA gap” warranty services for two other schools, and targeted commissioning services for the PROJECT DATES: renovation projects—each school being awarded separately. McKinstry’s commissioning 2016-Present team helped provide continuity to LWSD by first developing Owner Project Requirements PROJECT TEAMS: (OPRs) for all projects, rather than school-by-school, and then serving as the “eyes and • Scott Esher ears” of both the owner’s representative and the District throughout all projects. By • Michael Luis serving on multiple schools concurrently, we were able to apply lessons learned and • Mike Bigelow identify problems that were encountered with earlier schools. • Peter Ekstrom • Scott Henderson ALBERT TALLEY HIGH SCHOOL | RENTON SCHOOL DISTRICT MCKINSTRY SERVICES: PROJECT OVERVIEW: Existing-Building McKinstry was hired by Renton School District to conduct retro commissioning services Commissioning as a pilot of Seattle City Lights’ Comprehensive Building Tune-Up Program. This rebate LOCATION: program provides funding for comprehensive building commissioning of the facility based Renton, WA on the owner’s commitment to implement recommended low-cost/no-cost operational PROJECT DATES: improvements and energy efficiency upgrades. 2016-2018 McKinstry coordinated with Seattle City Light to ensure Renton School District received PROJECT TEAMS: the applicable rebates for the Initial Assessment and Investigation phases. McKinstry • Scott Esher also helped deliver key operational improvements through our mobile service and • Mike Bigelow commissioning teams. McKinstry’s efforts to retro commission and service the building have brought an uncontrollable system into acceptable levels of performance. Despite significant challenges presented by the legacy building automation system, McKinstry’s efforts have put the project on a path to sustainable operations. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 11
Relevant Experience CEDAR FALLS ADMINISTRATION BUILDING | SEATTLE PUBLIC UTILITIES MCKINSTRY SERVICES: PROJECT OVERVIEW: Third-Party, New This new 14,500 SF, two-story office building was designed, constructed, and Construction commissioned to meet LEED® Gold standards. McKinstry's third-party commissioning Commissioning services aided the building owner, Seattle Public Utilities, in having a facility that meet LOCATION: both design and operational needs. North Bend, WA TECHNICAL EXPERTISE LEED® CERTIFICATION Testing the hydronic system at the Cedar Falls Office revealed that system wouldn’t LEED® Gold produce enough heat in winter. We found the pumps had never been programmed, and PROJECT SIZE: this was a likely cause of the low flows we were seeing. Finding this allowed the team • 14,500 Sq Ft to resolve the heating issue and make sure that comfort was effectively and efficiently • $7.2M Total Project delivered in a Net Zero ready building. PROJECT DATES: 2018-2020 PROJECT TEAMS: • Scott Esher • Mike Bigelow GLOBAL ANIMAL HEALTH—PHASE 2 | WASHINGTON STATE UNIVERSITY MCKINSTRY SERVICES: PROJECT OVERVIEW: Third-Party New McKinstry is currently performing fundamental and enhanced commissioning, including Construction building envelope commissioning services, for Washington State University’s 65,500 SF Commissioning; Global Animal Health Building Phase 2 (GAHBII) project. Additionally, McKinstry was Transition to Sustainable contracted to provide 36 months of Transition to Sustainable Operations (TSO) services Operations (TSO) for the building which incorporates monitoring based commissioning and warranty LOCATION: management. Seattle, WA The GAHBII will house the Paul G. Allen School for Global Animal Health disease detection LEED® CERTIFICATION and surveillance program and, most notably, the Washington Animal Disease Diagnostic LEED® v4 Silver Laboratory (WADDL). The facility is rated as a state-of-the-art BSL-2 & BSL-3 laboratory and PROJECT SIZE: is set to achieve LEED® Silver rating. • 65,500 Sq Ft • $7.2M Total Project PROJECT DATES: 2018-Present PROJECT TEAMS: • Scott Esher • Garrett Husky • Sam Wong • Michael Luis • Chris Cunningham • Steve Devorak • Cody Murdock WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 12
Relevant Experience CHINOOK BUILDING | KING COUNTY MCKINSTRY SERVICES: PROJECT OVERVIEW: Existing-Building Opening in September 2007, this building features a 13-story office building with a daycare Commissioning center and retail space on the main level, and two levels of below-grade parking. The LOCATION: building was designed to achieve LEED®-CS Gold and LEED®-CI Platinum, and includes high Seattle, WA energy efficiency clear glazing. LEED® CERTIFICATION McKinstry was hired post-construction to re-commission systems within the building to LEED®-CS Gold and resolve outstanding building performance issues. Our scope included validate another LEED®-CI Platinum provider’s assessment of issue and proposed resolution along with assisting the County PROJECT SIZE: with implementing the resolutions. • 292,171 Sq Ft TECHNICAL EXPERTISE • $25,000 Cx Scope Upon initial investigation, we identified a better solution to correct significant building PROJECT DATES: pressure control issues. The solution was identified, designed, and implemented by our 2016 team correcting this long-standing issue for the County. Additionally, we recommended PROJECT TEAMS: and managed deployment of a VAV testing programming to cost-effectively re-commission • Scott Esher the 286 VAV units. • Sam Wong • Dan Coppinger VARIOUS SCHOOLS | SPOKANE PUBLIC SCHOOLS MCKINSTRY SERVICES: PROJECT OVERVIEW: New Construction SALK MIDDLE SCHOOL—PHASE 1 & 2 SIZE: 131,000 SF Commissioning; Scope of Project: Phase 1 of this project saw the demolition of the existing gym and the Self-Performed erection of a new gym and mechanical room. Phase 2 involved the construction of a new Commissioning middle school. Enhanced commissioning services were provided for both phases of work. Services on ESCO LINWOOD ELEMENTARY SCHOOL SIZE: 75,877 SF projects; Enhanced Scope of Project: The Linwood Elementary School replacement project followed district Commissioning standards. McKinstry provided the necessary services to achieve WSSP Enhanced LOCATION: Commissioning Credits on this project as well. Spokane, WA WILSON ELEMENTARY SCHOOL SIZE: 9,300 SF PROJECT SIZE: Scope of Project: Addition of new classroom, gymnasium, and kitchen space to the historic • 292,171 Sq Ft Wilson Elementary School. The addition ties into the existing heating plant (steam to HW • $25,000 Cx Scope conversion) and provide a second air cooled chiller to the facility. PROJECT DATES: 2014-Present *Third-Party Commissioning of newly constructed schools and expansion/renovation of PROJECT TEAMS: existing SPS schools also includes: Hutton Elementary School, Finch Elementary School, and • Scott Esher Lewis & Clark High School. • Garrett Husky • Cody Murdock WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 13
Relevant Experience HEALTH & WELLNESS CENTER| SOUTH SOUND COMMUNITY COLLEGE MCKINSTRY SERVICES: PROJECT OVERVIEW: Third-Party New DES contracted with Pease Construction to construct the new Health and Wellness Center Construction (HWC) at SSCC. The building consists of 21,000 SF of renovated existing space and another Commissioning 18,400 SF of new additions. The project is currently targeted to achieve, at a minimum, a LOCATION: USGBC silver rating using LEED® v4. Seattle, WA Existing equipment and infrastructure were utilized to provide heating hydronic water and LEED® CERTIFICATION chilled hydronic water. New equipment and facilities consisted of the following: airside LEED® v4 Silver distribution equipment, including DOAS and WSHP units; plumbing systems; lighting PROJECT SIZE: and lighting controls; and automation, integrated with existing campus automation • 39,400 Sq Ft infrastructure. PROJECT DATES: PROJECT MILESTONES ARE AS FOLLOWS: 2018-Present 2018: Design Phase begins; LEED® v4 charrette held with project stakeholders; Owner PROJECT TEAMS: Project Requirements (OPR) document initiated • Scott Esher • Scott Henderson 2020: Functional Testing and Final Commissioning Report were completed • Michael Luis 2021: Seasonal Commissioning to occur in Q1 and warranty commissioning is anticipated • Chris Cunningham to occur in June 2021, ten months from construction completion. GREEN HILL SCHOOL| WASHINGTON DEPARTMENT OF SOCIAL AND HEALTH SERVICES MCKINSTRY SERVICES: PROJECT OVERVIEW: Third-Party New McKinstry was selected by the Department of Enterprise Services to serve as the third- Construction party commissioning agent on behalf of DSHS for the construction of the proposed new Commissioning campus wellness and activities center at Green Hill School in Chehalis. Green Hill School LOCATION: (GHS) is a secure facility that houses and serves incarcerated male youth from across the Chehalis, WA state of Washington. The new recreation facility will replace an aging 1960s era building LEED® CERTIFICATION that can no longer safely meet the needs of the student population at Green Hill. Targeting LEED® v4 Gold The project for the new facility, which is currently funded through the design phase, PROJECT SIZE: is targeting LEED® Gold pending final design. Since joining the project team in 2020, • 31,198 Sq Ft McKinstry has worked efficiently with the project design team despite the shifting work PROJECT DATES: impacts of COVID. McKinstry has assisted in review and modification of the Owner’s 2018-Present Project Requirements as well as all design drawings. The McKinstry team has also PROJECT TEAMS: reviewed the Basis of Design documents for compliance with the OPR and developed the • Scott Esher project-specific commissioning plan. • Scott Henderson • Peter Ekstrom WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 14
Relevant Experience HIGHWAY & LICENSES BUILDING | WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES MCKINSTRY SERVICES: PROJECT OVERVIEW: Existing-Building This large office facility on the grounds of the Capitol Campus houses offices critical to the Commissioning function of the state government, including the department of Licensing and the Attorney LOCATION: General. The Department of Enterprise Services reached out to McKinstry in late 2020 Olympia, WA requesting help investigating reported ongoing issues with control of the pressure on the PROJECT SIZE: various floors of the building. The primary complaint from the staff in the building were • 14,500 Sq Ft security doors either held open or excessively slamming due to unequal air pressures • $7.2M Total Project between the floors and the central elevator/atrium area in the building. Capitol Grounds PROJECT DATES: maintenance teams had repeatedly investigated and attempted to troubleshoot this 2021 persistent problem at the facility over a number of months. PROJECT TEAMS: DES engaged McKinstry to perform a targeted commissioning investigation to identify • Scott Esher likely causes of the issue and issue recommended improvement/mitigation measures. • Kevin Russell Through detailed site investigation, McKinstry’s commissioning team was able to • Paul Hakanson successfully identify 22 individual issues including several faulty/mis-calibrated static pressure sensors, sequence of operation changes, several maintenance items to be addressed, and changes to the security door implementation from the original design. DES stakeholders have been encouraged by McKinstry’s findings to date and are currently reviewing McKinstry’s recommendations for prioritization and implementation. WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES | MCKINSTRY RESPONSE | 15
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