scope of work hvac evaluation

Document Format Revision 9-4-18

SCOPE OF WORK

HVAC Evaluation

MOB and E&O Buildings NJ Department of Transportation Headquarters Complex

Ewing, Mercer County, N.J.

Project No. T0645-00

STATE OF NEW JERSEY

Honorable Philip D. Murphy, Governor Honorable Sheila Y. Oliver, Lt. Governor

DEPARTMENT OF THE TREASURY

Elizabeth Maher Muoio, Treasurer

DIVISION OF PROPERTY MANAGEMENT AND CONSTRUCTION

Christopher Chianese, Director

Date: May 24, 2021

PROJECT NAME: HVAC Evaluation PROJECT LOCATION: DOT Headquarters - MOB and E&O Buildings PROJECT NO: T0645-00 DATE: May 24, 2021

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TABLE OF CONTENTS SECTION PAGE

I. OBJECTIVE .......................................................................................... 4

II. CONSULTANT QUALIFICATIONS ................................................ 4

A. CONSULTANT & SUB-CONSULTANT PRE-QUALIFICATIONS ........................................... 4

III. PROJECT BUDGET ............................................................................ 4

A. CONSULTANT’S FEES ................................................................................................................ 4 B. COST ESTIMATES ....................................................................................................................... 4

IV. PROJECT SCHEDULE ....................................................................... 5

A. SCOPE OF WORK SCHEDULE ................................................................................................... 5 B. CONSULTANT’S PROPOSED SCHEDULE ............................................................................... 5 C. CONSULTANT SCHEDULE ........................................................................................................ 6

V. PROJECT SITE LOCATION & TEAM MEMBERS ...................... 6

A. PROJECT SITE ADDRESS ........................................................................................................... 6 B. PROJECT TEAM MEMBER DIRECTORY ................................................................................. 6

1. DPMC Representative: ............................................................................................................... 6

VI. PROJECT DEFINITION ..................................................................... 7

A. GENERAL SITE OVERVIEW ...................................................................................................... 7 B. FUNCTIONAL DESCRIPTION .................................................................................................... 7

VII. CONSULTANT RESPONSIBILITIES .............................................. 9

A. EVALUATION TASK ................................................................................................................... 9 B. EVALUATION DELIVERABLES .............................................................................................. 10 C. PROJECT COMMENCEMENT .................................................................................................. 11

1. Project Directory: ...................................................................................................................... 11 2. Site Access: ............................................................................................................................... 11 3. Project Coordination: ................................................................................................................ 11 4. Existing Documentation: .......................................................................................................... 11 5. Scope of Work: ......................................................................................................................... 13 6. Project Schedule: ...................................................................................................................... 13

D. MEETINGS & PRESENTATIONS ............................................................................................. 13

VIII. PERMITS & APPROVALS ............................................................... 14

A. REGULATORY AGENCY PERMITS & APPROVALS ........................................................... 14


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IX. GENERAL REQUIREMENTS ......................................................... 14

A. SCOPE CHANGES ...................................................................................................................... 14 B. ENERGY INCENTIVE PROGRAM ........................................................................................... 14

X. SOW SIGNATURE APPROVAL SHEET ....................................... 15

XI. CONTRACT DELIVERABLES ...................................................... 16

XII. EXHIBITS ............................................................................................ 17

A. SAMPLE PROJECT SCHEDULE FORMAT B. PROJECT SITE LOCATION MAP


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I. OBJECTIVE

This project primarily involves the Main Office Building and Engineering & Operations Building at New Jersey Department of Transportation Headquarters in Ewing, NJ. The objective is to evaluate the indoor thermal environment and indoor air quality of the aforementioned buildings as well as the associated systems that serve them. The final deliverables shall include an oral presentation and a written report containing a recommended scope of work, construction cost estimate, and preliminary schematics for a new design.

II. CONSULTANT QUALIFICATIONS

A. CONSULTANT & SUB-CONSULTANT PRE-QUALIFICATIONS

The Consultant shall be a firm pre-qualified with the Division of Property Management & Construction (DPMC) in the following discipline(s):

• P003 HVAC Engineering

The Consultant shall also have in-house capabilities or Sub-Consultants pre-qualified with DPMC in: • P025 Estimating/Cost Analysis

As well as, any and all other Architectural, Engineering and Specialty Disciplines necessary to complete the project as described in this Scope of Work (SOW).

III. PROJECT BUDGET

A. CONSULTANT’S FEES The Consultant’s fees shall be based on the information contained in this SOW document and the observations made and/or the additional information received during the pre-proposal meeting.

B. COST ESTIMATES

The Consultant or Sub-Consultant developing any cost estimates as part of this SOW must be pre-qualified with DPMC in the P025 Estimating/Cost Analysis Professional Discipline and demonstrate that they have experience in the preparation of cost estimates projects that are similar in size and scope to that described in this document. A description of at least three (3)


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similar projects completed by their firm shall accompany the technical proposal for evaluation by the Consultant Selection Committee. All cost estimates shall be adjusted for regional location, site factors, construction phasing, and building use group, location of work within the building, temporary swing space, security issues, and inflation factors based on the year in which the work is to be performed.

IV. PROJECT SCHEDULE

A. SCOPE OF WORK SCHEDULE The following schedule identifies the estimated phases for this project and the estimated durations. PROJECT PHASE ESTIMATED DURATION (Calendar Days) 1. Site Access Approvals & Schedule Kick-off Meeting 14

2. Initial Phase 42

• Project Team & DPMC Plan/Code Unit Review & Comment 14 3. Final Phase 42

• Project Team & DPMC Plan/Code Unit Review & Approval 14

B. CONSULTANT’S PROPOSED SCHEDULE

The Consultant shall submit a project bar chart schedule with their technical proposal that is similar in format and detail to the schedule depicted in Exhibit ‘A’. The bar chart schedule developed by the Consultant shall reflect their recommended project phases, phase activities, activity durations. The Consultant shall estimate the duration of the project Close-Out Phase based on the anticipated time required to complete each deliverable identified in Section XI of this document entitled “Contract Deliverables - Project Close-Out Phase” and include this information in the bar chart schedule submitted. A written narrative shall also be included with the technical proposal explaining the schedule submitted and the reasons why and how it can be completed in the time frame proposed by the Consultant.


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This schedule and narrative will be reviewed by the Consultant Selection Committee as part of the evaluation process and will be assigned a score commensurate with clarity and comprehensiveness of the submission.

C. CONSULTANT SCHEDULE Based on the Notice to Proceed, Consultant shall update their approved schedule and shall distribute it at the kickoff meeting. Note that this schedule shall be submitted in both paper format and on compact disk in a format compatible with Microsoft Project. This schedule will be binding for the Consultant’s activities and will include the start and completion dates for each activity. The Consultant and Project Team members shall use this schedule to ensure that all milestone dates are being met for the project. The Consultant shall update the schedule to reflect performance periodically (minimally at each phase) for the Project Team review and approval. Any recommendations for deviations from the approved schedule must be explained in detail as to the causes for the deviation(s) and impact to the schedule.

V. PROJECT SITE LOCATION & TEAM MEMBERS

A. PROJECT SITE ADDRESS The location of the project site is: NJ Department of Transportation Headquarters 1035 Parkway Avenue Ewing, New Jersey 08618 See Exhibit ‘B’ for the project site location map.

B. PROJECT TEAM MEMBER DIRECTORY The following are the names, addresses, and phone numbers of the Project Team members. 1. DPMC Representative: Name: Joseph Polizzi, Design Project Manager Address: Division of Property Management & Construction 20 West State Street, 3rd Floor Trenton, NJ 08608-1206 Phone No: (609) 218-0260 E-Mail No: [email protected]


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2. Department of Transportation: Name: Naveen Penmetcha, Support Services-FPEC Address: Department of Transportation 1035 Parkway Avenue, 1st Floor E&O Ewing, New Jersey 08618 Phone No: (609) 503-1203 E-Mail No: [email protected]

VI. PROJECT DEFINITION

A. GENERAL SITE OVERVIEW The New Jersey Department of Transportation (NJDOT) Headquarters, located in Ewing, New Jersey, is comprised of over 30 buildings and provides workspace for approximately 2,000 employees. The buildings vary with respect to age, ranging from approximately 23 years to over 80 years old, and also with respect to usage, ranging from office-type buildings (used for administration, engineering services, laboratory functions...etc.) to more industrial-type buildings (used for sign-making, vehicle repairs, equipment storage...etc.). This project primarily involves two of the office-type buildings at the Headquarters campus: the Main Office Building (MOB) and the Engineering & Operations building (E&O).

B. FUNCTIONAL DESCRIPTION

The MOB is a 115,360 sq.ft. office building consisting of three stories and a basement. It was constructed several decades ago and has undergone multiple rehabilitation projects throughout its history. Main space types include office areas, conference rooms, restrooms, a main lobby, and various IT/utility spaces. The E&O is a 279,000 sq.ft. office building consisting of seven stories, a basement, and a penthouse. It was constructed in the mid-1980s and has undergone multiple rehabilitation projects throughout its history. Main space types include office areas, conference rooms, restrooms, a main lobby, a kitchen, a cafeteria, and various IT/utility spaces.


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The MOB and E&O are connected to each other by an enclosed single-story connector that also contains various types of spaces and has undergone prior rehabilitation projects. The relevance of the MOB-to-E&O connector to this project is detailed in a later section.

The indoor thermal environment and indoor air quality of the MOB and E&O are maintained by mechanical systems consisting of various equipment, devices, and distribution lines within the two buildings, as well as by a chilled water plant within the nearby Central Steam Plant (CSP). The plant provides chilled water for the MOB, E&O, and Finance & Administration building (F&A) using a single primary chilled water loop. A campus-wide building management system (BMS) allows for control, monitoring, and analysis of the mechanical systems serving the MOB, E&O, and various other buildings. There is significant complexity and variation in the design, operation, age, and condition of the aforementioned systems that serve the MOB and E&O. Relevant as-built documentation will be provided to the Consultant for informational purposes: • DBC A313 – Project in 1986 that constructed the E&O. • DBC T155 – Project in 1986 that upgraded the systems serving the MOB-to-E&O building

connector. • DBC T184 – Project in 1988 that upgraded multiple systems serving the MOB.

• DPMC T0396 – Project in 2002 that installed the chilled water plant in the CSP and partly in

the basement of the MOB. • DPMC T0314 – Project in 2002 that upgraded air distribution systems in the E&O. • Project in 2014 to install a Dunkin Donuts in the E&O cafeteria. • DPMC T0506 – Project in 2015 that upgraded VAV box controls in the MOB.

• DPMC A1219 – ESIP project in 2017 that upgraded the campus-wide BMS and hot water

systems in the MOB and E&O, and made other significant modifications site-wide.

• DPMC T0612 – Project in 2020 that replaced portions of chilled water piping in the MOB and F&A, as well as chilled & condenser water piping in the CSP.

• DPMC T0625 – Project in 2020 that installed DX cooling systems for IT spaces in the MOB,

E&O, and F&A.


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VII. CONSULTANT RESPONSIBILITIES

A. EVALUATION TASK

Several of the mechanical systems serving the MOB and E&O are significantly aged, limited in their applicability and capabilities, and are in generally poor condition. This has led to considerable difficulties in achieving and maintaining the desired indoor thermal environment, indoor air quality, energy efficiency, and system resilience with respect to the connector. The Consultant shall perform a thorough evaluation of the existing indoor thermal environment and indoor air quality of the MOB and E&O, and of the existing systems that help maintain them. While the MOB-to-E&O connector and its dedicated systems are not included within the evaluation, certain interrelated systems that involve both the connector and the buildings shall be taken into account. The evaluation shall take into account the following considerations as well as any other considerations that are necessary for meeting the aforementioned objectives:

• Space type and usage:

o The type and usage of spaces within the buildings shall be taken into account. For example, the normally occupied areas include a range of different space types such as offices, conference rooms, and restrooms.

• Thermal environment and air quality:

o The existing thermal environment and air quality conditions within the buildings shall be taken into account. Examples of thermal environment considerations include air temperature, relative humidity, diffuser air speed...etc. Air quality considerations may include ventilation requirements, air change rates, protection against airborne contaminants...etc.

• Mechanical systems:

o The design, operation, and condition of the existing mechanical systems that serve the buildings shall be taken into account. This may include air systems, hydronic systems, direct expansion systems...etc.

• Structural systems:

o The design and condition of the existing structural systems that support and/or contain the aforementioned mechanical systems shall be taken into account.

• Electrical systems: o The design, operation, and condition of the existing electrical systems that provide

power to the aforementioned mechanical systems shall be taken into account.


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• Controls systems: o The design, operation, and condition of the existing control systems that operate the

aforementioned mechanical systems shall be taken into account. This may include both the physical architecture (e.g. controllers, actuators, sensors) as well as the associated software (e.g. controller programming, BMS programming).

• Building envelope:

o The design and condition of the existing building envelope shall be taken into account, including a review of envelope improvement measures recommended in prior assessments – see Infrared Study Report and Findings & Recommendations Report by B/E Retrofit. Example considerations may include wall construction type, air infiltration rates...etc.

• Energy efficiency:

o Energy efficiency with respect to the mechanical, electrical, and controls systems shall be taken into account, including consideration of the overall energy usage goals established by the ESIP – see Measurement & Verification Performance Year Summary Report by Gannett Fleming.

• System resilience:

o Resilience with respect to the mechanical, electrical, and controls systems shall be taken into account. A system resilience assessment is currently in progress as of the issuance of this Scope of Work, the results of which shall be reviewed by the Consultant during their evaluation.

• Smoke control system:

o The E&O contains a smoke control system that was previously assessed and recommended for rehabilitation – see Engineering and Operations Building Smoke Control Evaluation by M&E Engineers. The Consultant need not re-evaluate the smoke control system but shall take into account that Recommendations 5 & 6 in the aforementioned assessment are to be addressed within the same project that rehabilitates the thermal environment and air quality of the E&O.

• External impact:

o Interrelation between applicable building systems shall be taken into account, for example the impact that increased cooling loads in the MOB or E&O might have on the total demand on the chilled water plant.

B. EVALUATION DELIVERABLES

Based on the evaluation results, the Consultant shall develop and submit an initial written report and oral presentation detailing their findings and recommendations. After the Project Team


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reviews these initial deliverables and provides feedback, the Consultant shall then develop and submit a final report and oral presentation. The final report shall include a recommended scope of work, construction cost estimate, and preliminary schematics for a new design to improve the thermal environment and air quality within the MOB and E&O, emphasizing energy efficiency and system resilience wherever applicable.

C. PROJECT COMMENCEMENT

A pre-assessment meeting shall be scheduled with the Consultant and the Project Team members at the commencement of the project to obtain and/or coordinate the following information: 1. Project Directory:

Develop a project directory that identifies the name and phone number of key designated representatives who may be contacted during the project. 2. Site Access: Develop procedures to access the project site and provide the names and phone numbers of approved escorts when needed. Obtain copies of special security and policy procedures that must be followed during all work conducted at the facility and include this information in Division 1 of the specification. 3. Project Coordination: Review and become familiar with any current and/or future projects at the site that may impact this project. 4. Existing Documentation: Copies of the following documents will be provided to each Consulting firm at the pre-proposal meeting to assist in the bidding process. • DPMC Project A1219-02: NJDOT Headquarters Energy Savings Improvement Project,

7/2/2019, Concord Engineering • DPMC Project A1219-03: NJDOT (As-Builts) Energy Savings Improvement Project

Building Automation System, 5/20/2020, AME Inc. • New Jersey Department of Transportation Headquarters Measurement & Verification

Performance Year Summary Report, August 13, 2020, Gannett Fleming


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• Engineering and Operations Building Smoke Control Evaluation at the NJDOT HQ, September 17, 2020, M&E Engineers.

• New Jersey Department of Transportation Headquarters Infrared Study Report,

March 21, 2018, B/E Retrofit • New Jersey Department of Transportation Headquarters Findings &

Recommendations Report: Building Envelope Measures, March 21, 2018, B/E Retrofit • DPMC Project T0612-00: Chilled and Condenser Water Piping Replacement Piping

Replacement NJDOT Headquarters, 01/08/20, Princeton Engineering Group • DPMC Project T0625-00: IT Room Cooling, 12/10/20, M&E Engineers, Inc • DPMC Project T0506-00: Variable Air Volume Box Retrofit at MOB Building,

8/31/2015, LAN Associates • DPMC Project T0396-00: New Chiller Replacement, April 2002, Miller-Remick

Corporation • DPMC Project T0314-00: HVAC Air Quality Renovation DOT E&O Building,

6/25/2002, John C. Morris Associates, Inc. • DBC Project A313: Department of Transportation Main Annex, 8/6/86, Johnson Controls • DBC Project T0155: Cafeteria Renovations, 3/15/86, Scrimenti/Shive/Spinelli/Perantoni

Architects • Dunkin Donuts, 10/20/14, KSD Architecture • Engineering and Operations Building Smoke Control Evaluation, 9/17/2020, M&E

Engineers, Inc. Review these documents and any additional information that may be provided at a later date such as reports, studies, surveys, equipment manuals, as-built drawings, etc. The State does not attest to the accuracy of the information provided and accepts no responsibility for the consequences of errors by the use of any information and material contained in the documentation provided. It shall be the responsibility of the Consultant to verify the contents and assume full responsibility for any determination or conclusion drawn from the material used. If the information provided is insufficient, the Consultant shall take the appropriate actions necessary to obtain the additional information required.


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All original documentation shall be returned to the provider at the completion of the project. 5. Scope of Work: Review the responsibilities and the submission requirements identified in this Scope of Work with the Project Team members. Items such as: contract deliverables, special assessment hours based on Client Agency programs or building occupancy or security needs shall be addressed. 6. Project Schedule: Review and update the project schedule with the Project Team members.

D. MEETINGS & PRESENTATIONS 1. Meetings: Conduct the appropriate number of review meetings with the Project Team members during each phase of the project so they may determine if the project meets their requirements, question any aspect of the contract deliverables, and make changes where appropriate. The Consultant shall describe the philosophy and process used to meet the project objectives. Special considerations shall also be addressed such as: Contractor site access limitations, schedule requirements, security restrictions, etc. It shall also be the responsibility of the Consultant to arrange and require all critical Sub-Consultants to be in attendance at the review meetings. Record the minutes of each meeting and distribute within five (5) calendar days to all attendees and those persons specified to be on the distribution list by the Project Manager. 2. Presentations: The minimum number of presentations required for each phase of this project is identified below for reference: Initial Phase: One (1) oral presentation at phase completion. Final Phase: One (1) oral presentation at phase completion.


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VIII. PERMITS & APPROVALS

A. REGULATORY AGENCY PERMITS & APPROVALS Identify all State and Federal Regulatory Agency approvals and permits that will govern and affect the work proposed in the assessment. An itemized list of these approvals and permits shall be included for each facility and the total amount of the application fees should be included as part of the CWE.

IX. GENERAL REQUIREMENTS

A. SCOPE CHANGES The Consultant must request any changes to this Scope of Work in writing. An approved DPMC 9c Consultant Amendment Request form reflecting authorized scope changes must be received by the Consultant prior to undertaking any additional work. The DPMC 9c form must be approved and signed by the Director of DPMC and written authorization issued from the Project Manager prior to any work being performed by the Consultant. Any work performed without the executed DPMC 9c form is done at the Consultant’s own financial risk.

B. ENERGY INCENTIVE PROGRAM The Consultant shall review the programs described on the “New Jersey’s Clean Energy Program” website at: http://www.njcleanenergy.com to determine if any proposed upgrades to the mechanical and/or electrical equipment and systems for this project qualify for “New Jersey Clean Energy Program” rebates and incentives such as SmartStart, Pay4Performance, Direct Install or any other incentives. The Consultant shall be responsible to complete the appropriate registration forms and applications, provide any applicable worksheets, manufacturer’s specification sheets, calculations, attend meetings, and participate in all activities with designated representatives of the programs and utility companies to obtain the entitled financial incentives and rebates for this project. All costs associated with this work shall be estimated by the Consultant and the amount included in the base bid of their fee proposal.

http://www.njcleanenergy.com/

05/25/2021

5/26/2021


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XI. CONTRACT DELIVERABLES The following is a listing of Contract Deliverables that are required at the completion of each phase of this project. The Consultant shall refer to the DPMC publication entitled, “Procedures for Architects and Engineers,” Volumes I and II, 2nd Edition, dated January, 1991 to obtain a more detailed description of the deliverables required for each item listed below. The numbering system used in this “Contract Deliverables” section of the scope of work corresponds to the numbering system used in the “Procedures for Architects and Engineers” manual and some may have been deleted if they do not apply to this project. INITIAL PHASE 5.1 Project Schedule (Bar Chart Format) 5.2 Meetings & Minutes (Minutes within seven (7) calendar days of meeting) 5.3 Correspondence 5.4 Submission Requirements Initial Report (10 Copies) Initial Presentation FINAL PHASE 5.1 Project Schedule (Bar Chart Format) 5.2 Meetings & Minutes (Minutes within seven (7) calendar days of meeting) 5.3 Correspondence 5.4 Submission Requirements Final Report including SOW, CCE, and schematics (10 Copies) Final Presentation PROJECT CLOSE-OUT PHASE 11.1 Responsibilities: Plan, Schedule and Execute Close-Out Activities 11.2 Commencement: Initiate Close-Out w/DPMC 20A Project Close-Out Form


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11.5 Determination of Substantial Completion 11.7 Initiation of Final Contract Acceptance Process 11.8 Submission of Close-Out Documentation 11.9 Final Payment 11.9.2 A/E Invoice and Close-Out Forms for Final Payment 11.10 Final Performance Evaluation of the A/E 11.12 Submission Forms Figure 11.2 Project Close-Out Documentation List DPMC 20A Figure 11.3-a Certificate of Substantial Completion DPMC 20D Figure 11.3-b Final Acceptance of Consultant Contract DPMC 20C Figure 11.5 Request for Contract Transition Close-Out DPMC 20X Figure 11.7 Final Contract Acceptance Form DPMC 20 Figure 11.8.3-a Final Cost Analysis Figure 11.8.3-b Insurance Transfer Form DPMC 25 Figure 11.8.4 Submission Checklist

XII. EXHIBITS The attached exhibits in this section will include a sample project schedule, and any supporting documentation to assist the Consultant in the project such as maps, drawings, photographs, floor plans, studies, reports, etc.

END OF SCOPE OF WORK

February 7, 1997Rev.: January 29, 2002

Responsible Group Code Table

The codes below are used in the schedule field “GRP” that identifies the group responsible for theactivity. The table consists of groups in the Division of Property Management & Construction(DPMC), as well as groups outside of the DPMC that have responsibility for specific activities ona project that could delay the project if not completed in the time specified. For reportingpurposes, the groups within the DPMC have been defined to the supervisory level ofmanagement (Le., third level of management, the level below the Associate Director) to identifythe “functional group” responsible for the activity.

CODE DESCRIPTION REPORTS TO ASSOCIATE DIRECTOR OF:

CM Contract Management Group Contract Management

CA Client Agency N/A

CSP Consultant Selection and Technical ServicesPrequalification Group

NE Architect/Engineer N/A

PR Plan Review Group Technical Services

CP Construction Procurement Planning & Administration

CON Construction Contractor N/A

FM Financial Management Group Planning & Administration

OEU Office of Energy and N/AUtility Management

PD Project Development Group Planning & Administration

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Page 3 of 4

Act

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t)es

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all

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trac

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Page 4 of 4

EXHIBIT 'B'

scope of work hvac evaluation

Documents