Exhibit “A” Existing Building Commissioning Statement of Work The [Name ="OWNEl] is committed to commissioning the [AAMESIEEIlty] existing building by investigating, analyzing, and optimizing the performance of building systems through the identification and implementation of low/no cost and capital intensive Facility Improvement Measures (FIMs) and ensuring their continued performance. The Existing Building Commissioning process assists in making the building systems perform interactively to meet the Current Facility Requirements (CFR) and provides the tools to support the continuous improvement of system performance over time. The Retro-Commissioning process focuses on the dynamic energy-using systems with the goal of reducing energy waste, obtaining energy cost savings for the owner, and idenlifying and fixing existing problems. The Commissioning Authority (CxA) is the entily that leads, plans, schedules and coordinates the Commissioning process and makes recommendations to the Owner regarding Facility Improvement Measures and assists in verifying their continued performance over time. The following scope of work follows the requirements|isted in the Building Commissioning Association's 'Bes! Practices in Commissioning Exisling Buildings." ‘Systems to Commission The systems to be commissioned wil include the following 1 HVAC systems + Air terminal unit systems, VAV, PIU, AHU, etc. + Variable frequency crives and motors 1 Exhaust air systems and building pressurization controls 1 Chiller and boiler systems 1 Building automation systems, including controlled devise, sensors, control loops, logic, and graphical user interface 1 Lighting and lighting control systems + Domestic hot water syst em 1.1. Technical Approach The following tasks are included in the scope of this project and apply to all equipment listed above, unless specifically noted otherwise. Retro-Commissioning (RCx) process consists of the following phases: 1. Planning Phase 2. Investigation Phase 3. Implementation Phase 4, Tum-over Phase [project mare} 1Owner: Project Location: 1._PLANNING PHASE The CxA shall provide the following services during the Planning Phase. The objectives of the Planning Phase are to develop/confim the owner's needs and requirements for the facilities and document them through the development of a Current Facility Requirements (CFR) document; and to develop a Retro-Commissioning Plan to define the commissioning process for the facility. TH Kickoff meeting - CxA will alfend a preliminary kickoff meeting with the [OWNER] project manager, and the [OWNER] building manager. During this meeting, the following items will be discussed: * Review goals of project © Identify key team members © Order and priotily of buildings to be assessed © Access to facilites, Define Current Facility Requirements - CxA will develop an updated Current Facilly Requirements (CFR) which defines the current operational needs and requirements ‘of the building(s). For buildings that undertook a new building commissioning process, the CFR is the evolution of the Owner's Project Requirements (OPR] established during the original commissioring process. If the building has had its usage changed from the original design, or if a curren! CFR does not exist, the Commissioning Provider and Owner will develop a Current Facilily Requirements (CFR). Items such as temperature, humidity, operating hours, filtration, sound, vibration, and/or specially needs must be discussed and agreed upon in the CFR. The CFR will nole any inlegrated requirements such as Controls, Fire & Life Safety, Staff Training, Warranty review, Service Contract review, Security Systems, etc. The CFR will become an atlachment to the RCx plan, Collect Existing Building Documentation - CxA wil oblan exsing bulding documentation such as; building plans and specifications, TAB reports, points Ist from the building automation system (BAS). Operations and Maintenance Manuals, maintenance documentation records, utlity records, etc. The primary focus is to determine the availability of documentation for the RCx Investigation process, Documentation Review — Review oulding drawings and documentalion to understand the building energy usage, initial basis of design and evaluate the system integration. The review process includes the evaluation of all old and new drawings, specifications, Test, Adjust, and Balance Reports, Operations & Maintenance Manuals (typically related to mechanical, electrical and controls), and any past Commissioning Reports. Perform a Cursory Walk-Through - CxA will perform a cursory walkthrough and visit all major spaces to gain an understanding of the types of spaces, condition of spaces, ‘occupancy levels, Iighting and controls and prevalence of information technology related infrastructure and equipment, Preliminary Building Ulliy Baseline Benchmark — CxA wil provide preliminary building utlity baseline benchmarks for the project building(s). This preliminary benchmarking can help uncover potenti opportunities and can be used os a baseline to measure future performance improvements during the commissioning process. [project mare}Owner: Project Location: 7 Develop Relto-Commissioning Plan - After reviewing the building package and gaining a clear understanding of the project objectives, CxA will develop the existing building commissoring Plan based on [OWNER|'s goals for the project and findings from the intial site vist and information gathering. The Plan will document project objectives, schedule, and CFR The Plan willinclude the following information: * Commissioning objectives © Commissioning team members and their roles and responsibilities (CxA, [OWNER], other Technical Partners) Communication protocols between the team Identification of documentation collected Preliminary building uliity baseline benchmarks Major RCx activities Schedule of mojor commissoning events Scope of testing crR It isimportant that the Plan give thoughtful consideration to the level of involvement of the [OWNER] and how communication with key [OWNER] staff will be handled to ensure consensus and success. 2. INVESTIGATION PHASE The CxA shall provide the following services during the Invesligation Phase. the objective of ine Investigation Phase is to conduct the site investigation to compare the actual building conditions and system performance with the owner's current operational needs and requirements defined by the CFR. This phase concludes with the completion and review of a Master List of Findings that identifies Facility Improvement Measures (HMs} that upon implementation will improve building and system performance to meet the CFR, reduce energy and O&M costs and/or improve the indoor environmental quality. RCx services will focus on projects with mainly low-cost no-cost improvements to the operating systems, including, diagnostic and functional tests of major systems and equipment, calibration and sequence modifications of energy management and control systems (CxA], water reduction, and operations and maintenance (O&M) tune-ups. ZI ‘Commissioning Coordinalion — During the Investigation Phase (and Throughout the entire commissoning process) the commissoning team wil meet periodically to discuss Commissioning status, system performance, and issves identified. Owner parlicipation in these status meetingsis critical to solicit adaitional input, build consensus as well as to help odaress any simple repairs or adjustments that need to be made during this phase. 22 Bullding Stalf Interviews — Infeniew the owners mainlenance stall, lilly staf, occupants, and other relevant parfies 10 understand the current needs and issues elated to system operations and maintenance. A formal interview process is recommended to systematically assist in understanding potential issues and problems uncover potential improvement opportunities, confim the CFR and to develop consensus on the commissioning process goals. [project mare} aOwner: Project Location: 23 Site Review/Survey/Condifion Assessment — Conduct a thorough and detailed bulging wal: through [maintenance staff participation is highy desirable) to evaluate the issues identified in the planning phase and observed during the drawing and documentation review. Important facilty information not found during the Documentation Review may need to be recreated during the site survey {i.e., TAB analysis to determine current air/water flows, or if sequences of operation are unavailable, perform functional performance testing 10 determine how systems operate]. Outing this step additional issues which are not captured through the documentation review will be noted 7A HVAC TAS Validation - CxAwil validate [not re-balance) the air and hydronic flows of the main HVAC systems, This will include AHUs, exhaust systems, chillers, pumps, cir handler cols, cuit setters, valves and cooling towers, CxA wil validate (not re- balance: ‘Supply airflow and water flow readings on [100% of AHUs and ERUs * Airflow readings on [20%] of the VAV terminals and associated aiffusers/gilles. The CxA wil concentrate readings in spaces that maybe identified by the [Owner] as problems areas. Readings wil be documented in the RCx report. 2 Sensor and actuator calibrafion — Using the irending capabilly of the existing digital control system for troubleshooting, testing and dale gathering is a cost effective approach bul only if the commissioning provider and building staff ore confident that the sensors are reading properly. A list of sensors and aclvators for calibration will be developed by CxA following a poinls list review. Example of crificol control sensors to be calibrated include static pressure, outside air temperature, retumn air temperatures, mixed cir temperature, discharge temperature, vatiable frequency drive (VFD} speed, damper actuators valve actuators, humidity sensors, and space temperature sensors. The CxA shall calibrate the selected sensors and actuators. The calibration records shall be submitted with the RCxreport, 26 “Systems Diagnose Monitoring - CxA wil develop a diagnosile moniiomng plan and then perform comprehensive system diagnostic monitoring, Diagnoslie monitoring methods can include: bulding automation system trending, portable data logger trending, and energy and weather date collection. The collected data is analyzed lo identify issues ond Improvement opportunities and highgh! particular problems that may require more rigorous and focused investigation. Analyzing the diagnostic monitoring data will assst in determining if the system is meeling Ihe CFR, AS a rmirimum © Trend major equioment control loops for 24 hours 1o determine slabilly of control © Randomly trend [20%] of the room temperatures for 24 hours to determine stability of control aT Test Development - Devalop Funciional Perfomance Test Procedures for the major HVAC and lighling systems identified in the projec! scope. Tes! plans shall focus on confirming that the system performance Is meeting the performance requirements of the owner set forth in the CFR. 28 Functional Performance Testing — Perfom functional perfomance testing of all major HVAC systems and lighting contral systems to evaluate the building systems performance. In addition, any anomalies or issues identified in earlier Investigation Phase steps will be considered for further evaluation during system testing 1o determine root causes and posible solutions. CxA will tune and adjust systems as needed. Results [project mare}Owner: Project Location: of the funcional performance testing shal be submited with the RCx report, olong with final setpoints. 2 Facility Performance Analysis, Peformance Baseline Establishment, and FIM Savings Calculations ~ CxA will collect and analyze available energy, non-energy and other system performance data to establish baseline benchmarks for facility performance. Available faciity performance baseline data may include utility biling data, sub- metering data, work orders, comfort complaint logs, indoor air quality parameters, occupant satisfaction survey results, building automation system trend data and/or stand alone data logger data. After developing a ulilty baseline, CxA will calculate the savings associated with each potential FIM improvement. 2.10 iF appropriate and agreed upon by the commissioni team and [Owner], the CxA shail perform simple repairs or improvements identifed during the investigation Phase monitoring and testing [on a Time and Materials basis) The Retro-Commissioning process is intended to be an iterative and flexible process, therefore, some implementation may occur during the Investigation Phase and conversely further investigation may occur during the Implementation Phase. iT ‘Master list of Findings - CxA wil create a Master List of Findings that Idenlifes possible Facility Improvement Measures (FIMs} based on the findings from the sleps above. The following information on each FiMis desirable so that [OWNER] has sufficient information to make an informed decision when selecting the FiMs for implementation; 1) Description of Finding, 2) The Solution/ Measure Description, 3) Benefits, 4) Drawbacks/Risks, 5) Implementation Cost, 6) Savings (details on the estimated electrical, fossil and demand energy savings may be desired), 7) simple payback analysis and 8} Commissioning Team recommendation for implementation. Budgetary implementation cost eslimates are included in the Master List during the Investigation Phase wilh fim contractor quotes being obtained during the Implementation Phase once specific measures have been selected for implementation. The rigor of the energy saving calculation methodology utilzed to estimate energy savings wil vary. Factors that impact calculation methodology rigor may include; utility program requirements if applicable, owner expectations, the level of investment required to measure implementation. DAZ Provide Investigation Phase RCX Report — CxA wil provide an Invesligaiion Phase Report The report willinclude as a minimum: * Completed BAS instrumentation calbbration record Completed ciagnostic monitoring results HVAC TAB validation readings Completed functional performance tests results Master List of Findings and recommended Facility Improvement Measures (FMS) including analysis showing savings, cos's and simple paybacks * Recommendations forimplementations. 213 ‘Aftend Meeting to Discuss Findings — CxA wil alfend a meeting with the [OWNER] project managers to discuss the findings of the investigation phase of the RCx project. 3. IMPLEMENTATION PHASE The CxA shall provide the following services during the implementation phase. The intent of the Implementation Phase is to implement the Facility Improvement Measures (FiMs} that are selected from the Master List of Findings and to verify that the predicted results and system performance are achieved. [project mare}Owner: Project Location: 3.1 __ | Analyze, Riorifize and Select Facility Improvement Measures - The Implementation Phase begins with the proftization and selection of FIMs for implementation. [OWNER]. with any necessary support from the Commissioning Team, evaluates and prioritizes the measures that have been recommended forimplementation by the Commissioning Team. The final selection of measures for implementation and implementation timing is frequently influenced by many factors, including ROI and simple payback, budgetary constraints, anticipated facility impacts, future capital plans, available implementation resources, el. 32 | Prepare an Implementation Plan - Upon measure selection, CxA prepares an Implementation Plan to guide the implementation process and provide details on steps to be followed to complete the implementation of the selected Facility Improvement Measures. This plan typically indicates which improvements wil be made during the Implementation Phase and which ones will be deferred with a timetable for planned implementation as capital improvement projects, with the ultimate goal of having the systems perform efficiently to meet the C' 33 | Optional - Measurement and Verification (M&V) Plan- Performance Assurance. Te CxA shall prepare a measurement and verification (M&V) plan. The plan shall evaluate methods of measuring system performance and verifying proper implementation to demonstrate the success of the FiMs implemented. Each measure will have a veriication methodology appropriate fo the size and complexity of the measure. The identified verification methodology is then incorporated into a Measurement and Verifcation (MV) Plan, The MV plan is intended to provide a comprehensive protocol to verity the performance of the measure/system and confirm that the predicted eneray savings have been achieved upon the completion of implementation. Ongoing Building Automation System trending, portable data loggers, spot measurements, and functional testing may be utiized pre and/or post implementation as part of the M&V process. Z4___| Implement Selected FIMs — CxA assisis witn or oversees the Implementalion Plan forthe selected improvements to the systems and operations are undertaken and completed. 35__| Verily Successful FIM Implementation - CxA provides Testing or re-esling on modified or upgraded systems to demonstrate that the improvements are successful. Plans are also made for the future testing of the deferred capital improvement projects identified. If testing does not show that the improvements were successful, further modifications or refinements to the upgrades should be made to achieve acceptable results. CxA would revise estimated eneray savings calculations as necessary. 3. | O&M Manuals: The O& Ms and as-built drawings for FIs are prepared, reviewed, and delivered to [OWNER], 4, TURN-OVER PHASE The CxA shall provide the following services during the turn-over phase, The intent of the furn-over phase is to ensure a smooth hand off and transition from the commissioning process/team to the personnel responsible for operating and maintaining the building over its He-cycle (the O&M personnel). Successful transitions ensure that all necessary documentation, knowledge and systems are provided to the O&M personnel, that the O&M personnel demonstrate the effective Use of these tools, and that the implemented improvements become a par of the standard operating practice so that the CFR is met and the postive results persis into the future. ar Update O&M Manuals and As — Built Documentation - CxA supporis updates fo O&M manuals and as- buill documentation as required. If [OWNER] has acceptable, up-lo- [project mare} 6Owner: Project Location date O&M manuals, then O&M manuals only need to be modified fo include any changes to equipment or operations that were made as part of the RCx project. a2 Develop Final Report & Update Documentation — CxA provides ofinal report asa record of the RCx activities and measures that were implemented for [OWNER] andwil become an important document for the building and an invaluable resource to current and future building operators a3 ‘Optional - Execute the Measurement and Verfication (MAV) plan - mplement the M&V Plan developed during the implementation Phase to evaluate project success and final energy savings as a result of the project. Provide a report of the results of the M&V. aa Training: Ine Owner's bulding operating personnel should be part of the Commissioning Team and be involved in al phases of the RCx process to understand the findings changes and improvements stemming from the commissioning process. raining should be pervasive throughout the commissoring process. The Turnover Phase provides an. excellent opportunity to provide focused training on the RCx process, the associated FiMs implemented, system optimization techniques and strategies for persistence and continuous improvement. Establish a Training Plan for future trairing based upon the current training needs, estimate fulure needs (including “refresher” training), and training for continuous improvement of sil a5 Plan for Ongoing Commissioning — CxA shall provide a plan fora commissoning verification process on an ongoing bas's to help the improvements to petsis| over time. Certain steps may be repeated at regular intervals to facilitate this Test Equipment ‘The CxA wil perform functional testing using their own engineers, field technicians, and test equipment, in addition to [OWNER]'s own slaff and O&M contractors. The [OWNER] will provide access to the direct digital control (DDC) system, and provide temporary use of one laptop with software required to localy check data values, sequences, setpoints, VAV settings, etc. The [OWNER] will provide temporary passwords to be able fo access the systems, Datalogging equipment, test equipment, monitoring devices, and specialized equipment, provided by the RCxA to test, monitor, confim systems, wil remain the property of the RCxA. Equipment provided will meet the minimum accuracy, calibration, and performance standards required by the performance test 1.2 Schedule A summarized version of the anticipated schedule for each phase of the project is shown in the table below. Table Error! No text of specified style in document.f1ror! No tex! of specified style in document. Retro-commissioning Project Schedule Project Phase Deliverable Projected Schedule Planning Part 1 above [insert date range] Investigation Port 2 above [insert date range] Implementation Port 3. above [insert date range] Tumover Phase. Port 4, above [insert date range] [project mare} 7