2021-2023 STATEWIDE ON-CALL, COMMISSIONING SERVICES PROJECT NO. 2021-813 - MCKINSTRY

 
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2021-2023 STATEWIDE ON-CALL, COMMISSIONING SERVICES PROJECT NO. 2021-813 - MCKINSTRY
2021-2023 Statewide On-Call, Commissioning Services
               Project No. 2021-813

                    McKinstry
2021-2023 STATEWIDE ON-CALL, COMMISSIONING SERVICES PROJECT NO. 2021-813 - MCKINSTRY
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
2021-2023 STATEWIDE ON-CALL, COMMISSIONING SERVICES PROJECT NO. 2021-813 - MCKINSTRY
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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