DEPARTMENT OF ADMINISTRATIVE SERVICES
Milwaukee County
Date: September 6, 2023,
To: All Interested Consultants,
Project: HOC Chillers Replacement
Project No.: WJ011501
Subject: REQUEST FOR PROPOSAL, (R.F.P.)
Milwaukee County Department of Administrative Services is requesting proposals for professional consulting
design services for the HOC 2 Chiller Replacement HVAC System, which is located at 8885 South
68th Street, Franklin, WI 53132 (see attachment 1 for project location map).
BACKGROUND
The HOC HVAC system has control issues and has exceeded its useful life by professional industry
standards. The facility is a correctional facility used to house inmates.
The current chillers have control issues and are subject to costly repairs.
MILWAUKEE COUNTY-CITY CAMPUS• 2711 WEST WELLS STREET• MILWAUKEE, WI 53208
PHONE NUMBER: • Architecture & Engineering 278-4861 FAX NUMBER: - Architecture & Engineering 223-1366
Project No.: W J 0 1 1 5 0 1
Project Name: H o u s e o f C o r r e c t i o n C h i l l e r s R e p l a c e m e n t
General Project Description
An appropriation had been accounted for in the 2022 budget to begin planning and design for replacement of 2
chillers at the HOC in Franklin. Work would include but is not limited to 2 new chillers with new pumps,
starters, and a new control system. The construction was scheduled for 2023. The current approved funding is
for planning and design of the 2 Chiller Replacements and the cost of bidding the HVAC work. Funding for the
actual construction is subject to future budget approval.
The consultant scope of work will be segmented into the following phases:
• Phase I - Schematic design, design development and contract document preparations and preparations of
Construction Estimate.
• Phase II –Bidding services and construction oversight.
The consultant shall structure their proposal based on the schedule outlined in this request for proposal. Fees
and hourly rates indicated in the proposal shall be expressed in current year 2023 rates. It is recognized that the
actual scope and timing may vary from the currently proposed schedule. The scopes and fees for the design
development and contract document preparation phase will be reviewed and re-negotiated, if necessary, at the
time consideration is given to adding that phase of work to the consultant's contract.
Scope of Consultant Services
The successful consultant shall provide all services as specified per the standard terms and conditions of the
Milwaukee County Department of Administrative Services Consultant Agreement for Professional Services
(Type A), (see Attachment 5).
The selected consultant shall have overall coordination and scheduling responsibilities for all aspects of the
project development and will provide complete and comprehensive engineering/ HVAC design services, which
will include verifying existing site conditions, code review for plan compliance with local, state and federal
rules and regulation, adherence to sustainable design practices and identifying necessary and /or incidental
issues that will mitigate problems and /or risks throughout the course of the project. Milwaukee County expects
to participate in all Focus on Energy incentive programs that may apply to designs resulting from this project.
The selected consultant will be expected to investigate and advise Milwaukee County of any programs that
presently apply and support the County in exploring and qualifying for these programs.
Project No.: W J 0 1 1 5 0 1
Project Name: H o u s e o f C o r r e c t i o n C h i l l e r s R e p l a c e m e n t
o Deliverables
Sustainability Accomplishments Reporting
The Consultant shall provide t wo written r eports of project features included in the design or in
the construction process that, improve energy-efficiency, reduce waste, or reduce negative impacts
on the surrounding environment.
One report shall be provided during the project at the completion of the design phase. This report
shall be a narrative format. Items to be addressed shall include (but not limited to):
- Description of equipment, systems, or materials to be used that will reduce energy consumption
- Plans for recycling construction waste.
The second report shall be provided before the project is considered substantially complete. This
report shall provide more quantitative information, including but not limited to the following:
- Estimated energy savings (on an annual basis, in units of energy) resulting from the use of
energy efficient equipment or systems selected for this project, as compared to pre-construction
conditions.
GENERAL REQUIREMENTS
• Programming Phase
• Schematic Design
• Review of Design Options
• Construction Documents
• Bidding Phase
• Construction Phase
1. Schedule, attend and facilitate a project design kickoff meeting. The consultant shall be prepared to
attend biweekly meetings to review the project status with the Construction/ Design/ Owner and other
invitees as necessary to address planning and design issues and the consultant will prepare and
distribute meeting minutes.
2. Submit six (6) sets of: various reports, project manuals and construction plans for review and comments
at each level of project development.
Basic Services Phase I - Programming, Schematic Design & Review of Design Options
1. Complete schematic design plans per Articles 3.1 and 3.2 of the consultant agreement.
2. Review and verify the existing drawings with existing site conditions. Revise or update the programing
as necessary to meet the owner's current needs f or HVAC design and expectations for the new
upgraded HVAC system.
3. Include three (3) meetings in this phase.
a. Initial information gathering.
b. Presentation of alternatives developed.
c. Final program and schematic design.
Project No.: W J 0 1 1 5 0 1
Project Name: H o u s e o f C o r r e c t i o n C h i l l e r s R e p l a c e m e n t
4. Coordinate with HOC Facilities Management Department to review existing conditions and gather
information on possible alternate design options.
5. Evaluate appropriate project development schedule/phasing and the associated cost requirement for
construction for each design option.
6. Coordinate with HOC Facilities Management Department for HVAC controls, chiller design, phasing of
chillers and chilled water pumps installation.
Basic Services Phase I - Design Development & Construction Documents
1. The design development and construction (contract) documents level of project development shall be
per Article 3.3 and 3.4 of the consultant agreement.
2. The consultant shall structure the construction contract to provide the best bidding value to Milwaukee
County, and by extension the House of Correction.
3. Prepare drawings and specification describing, in technical detail, the construction contract work
to be done and the materials, equipment and workmanship required for the upgraded HVAC system.
Basic Services Phase II - Bidding & Construction Oversight
1. The bidding and construction oversight level of project development shall be per Article 3.5 and 3.6 of
the consultant agreement.
The consultant will assist in preparing information for bidders, such as Addendums and Conditions of
the Contract covering responsibilities during construction. The Consultant will advise the Owner of
any adjustments to previous Statements of Probable Construction Cost, as well.
2. Attend bi-weekly on-site construction meetings a s r e q u e s t e d to review the project status.
3. The County will perform the daily on-site construction contract administration.
Bidding Phase:
1. Advise the Owner about the qualifications of prospective contractors and assist, as may be required, in
obtaining bids.
Construction Phase:
1) Prepare supplementary drawings ( C o n s t r u c t i o n B u l l e t i n s ) when required to clarify the design or
changes to the design.
2) Review:
• Contractor's Schedule of Values.
• Fabricators and suppliers shop drawings, and submittals.
• Material samples and equipment,
• Test and Balance Report.
• Change order requests.
3) Make periodic visits to the Project Site to review the progress and quality of work to determine if the
work is proceeding in accordance with the Contract Documents and provide Field Reports.
4) Track all “Request for Information” and provide a written response.
Project No.: W J 0 1 1 5 0 1
Project Name: H o u s e o f C o r r e c t i o n C h i l l e r s R e p l a c e m e n t
5) Provide oversite of Manufacturers start up and review start up reports.
6) Establish substantial completion and create punch list.
7) Verify punch list completion and review Closeout documents
8) Provide electronic and hard copy of all record drawings created from contractor's field marked up
drawings. (As Builts).
9) Sign final pay request.